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Vault Workgroup – Lifecycle based permissions

One of the great features in the new Vault Workgroup 2010 is the ability to control access permissions based on the lifecycle state of the file in question. This means that only the appropriate personnel have access to a file when it is Work in Progress, Released, or Obsolete.

As an example take a look at the folder contents in this image. The administrator has access to all files regardless of lifecycle state.

But if we look at this image showing the same folder, there is only one released file shown due to the access permissions assigned to the “manufacturing” user.

This opens up the door for a whole new simplified release management structure. No moving files between WIP and Released folders that can be next to impossible to do correct consistently in Inventor… Just access to the right data, at the right time, by the right people.

Contributed by Ben of the CAD Geeks

Vault Workgroup – Automatic File Naming

One of the features in the new Autodesk Vault Workgroup is the ability to create multiple predefined file numbering schemes. These can be used within the Vault client to rename existing vaulted files, or to suggest unique names for new components created in Inventor.
File names can contain a variety of elements including Auto-Generated sequences, fixed text, free text, or predefined lists.

When saving new files in Inventor, or using Save As, a unique file name can be automatically assigned. There is even an option within the Inventor Vault settings to only assign file names for parts and assemblies. The drawing and presentation file can then default to the part or assembly name it is documenting.

Contributed by Ben of the INCAT CAD Geeks

Change State and Revise right in my Inventor tools?

Well lookee there. The new data management tools in the Vault 2010 products are sure making it easier to manage the release of drawings for production. This is definitely the case with the Change State and Revise tools that are now built right into both the Inventor and AutoCAD environments with Vault Workgroup.
The Change State command allows us to manage the lifecycle of the file directly from the CAD window, and will even automate the Revision assignment process if Vault Workgroup is configured to do so. The Revise command will let us manually define the Revision with more control such as might be required for tertiary revisions.
Contributed by Ben of the INCAT CAD Geeks

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