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Vault 5: Data Management for Inventor Users
AutoCAD Training Overview

This course is intended for Autodesk Inventor users who need to access their design files from Autodesk Vault. It is an introduction course for Autodesk Inventor 11 users and will focus on Autodesk Vault’s features for managing files and designs. Hands-on exercises are included to reinforce how to manage the design workflow process. Students are taught how to locate, view, modify, create and re-use files in Autodesk Vault.

AutoCAD Training Topics

  • Introduction to Autodesk Vault Features
  • Vault Workflow
  • Using Autodesk Vault Explorer
  • Organizing Inventor, Project and Library Files
  • Searching the Vault
  • Working with Non-CAD Files
  • Working with Inventor Files
  • Managing Prompts and Dialogs
  • Customizing the User Interface
  • File Management and Reusing Design Data
AutoCAD Training Course Duration


8 hours


AutoCAD Training Course outline


Chapter 1 Introduction to Autodesk Vault
    1.1 Autodesk Vault Features
    1.2 Autodesk Vault Environment

    • Autodesk Data Management Server
    • Autodesk Vault Manager
    • Vault Client
    • Autodesk Vault Explorer
    • Autodesk Vault Integrations
    1.3 Vault Workflow

    • Workflow Flowchart
    • Workflow Analogy
    • Workflow Reference to Course Outline
    1.4 Terms and Definitions

    • File
    • File Properties
    • Lifecycle Terms
    1.5 User Permissions

    • User Roles
    • User Groups

      Exercise 1a (Demo) Autodesk Vault
Chapter 2 Orientation to Autodesk Vault Explorer
    2.1 Log into the Vault with Vault Explorer
    2.2 Folder Structure

    • Vault Folders
    • Working Folder
    2.3 Set Up the Vault Folder Structure
    2.4 Navigation Pane
    2.5 Main Table
    2.6 Preview Pane

    • Versions Tab
    • Uses Tab
    • Where Used Tab
    • View Tab
    2.7 Toolbars
    2.8 Adding Non-CAD Files to the Vault

      Exercise 2a Orientation to Vault Explorer
      Exercise 2b Adding Non-CAD Files to the Vault
Chapter 3 Orientation to Inventor Vault Integration
    3.1 Create a Vault Project
    3.2 Mapping Folders
    3.3 Log into Vault from Inventor
    3.4 Retrieve Inventor Files from the Vault

    • Open From Vault
    • Place From Vault
    3.5 Check Status of Files with the Vault Browser
    3.6 Add Inventor Files to Autodesk Vault

    • Add Files
    • Add Project
    • Autoloader
    • Add Library Files
    3.7 Use Pack and Go

      Exercise 3a Creating a Vault Project
      Exercise 3b Using Open From Vault and Vault Browser
      Exercise 3c Adding an Inventor Design to the Vault
      Exercise 3d Bulk Loading Inventor Files into the Vault
Chapter 4 Searching the Vault
    4.1 Overview of Search Methods
    4.2 Browsing Folder Structure
    4.3 Basic Find

    • Quick Find Bar
    • Basic Find Tab
    4.4 Advanced Find
    4.5 Save Searches

    • My Search Folders
    • Running a Saved Search
    • Managing Saved Searches
    • Deleting a Saved Search

      Exercise 4a Basic and Advanced Searches
      Exercise 4b Saved Searches
Chapter 5 Working with Non-CAD Files
    5.1 Check Out Files

    • Check Out Option
    • Edit Option
    5.2 Undo Check Out Operations
    5.3 Modify Non-CAD Files
    5.4 Check In a File
    5.5 Get Latest and Previous Versions

    • Get Latest Version
    • Get Previous Version
    5.6 Managing Prompts and Dialog Boxes

    • Prompts
    • Dialog Boxes
    5.7 File Status in Vault

      Exercise 5a Modifying a Text File
Chapter 6 Working with Inventor CAD Files
    6.1 Check Out Inventor Files

    • Check Out using Open From Vault
    • Check Out From the Vault Browser
    • Check Out using Edit from Vault Explorer
    6.2 Undo Check Outs in Inventor
    6.3 Modify Inventor Files
    6.4 Check In Inventor Files
    6.5 Get Latest and Previous Versions in Inventor

    • Get Latest Version
    • Get Previous Version
    6.6 Managing Prompts and Dialogs

    • Prompts
    • Dialog Boxes

      Exercise 6a Modifying an Inventor Design
      Exercise 6b Rolling Back a Design
Chapter 7 Customizing the User Interface
    7.1 Customize the Autodesk Vault Explorer Window

    • Window Panes Display
    • Auto Preview
    7.2 Customizing Columns

    • Column Display
    • Text Alignment
    • Column Size
    • Sorting
    • Grouping
    • Additional Settings
    • Filters
    • Reset Current View
    7.3 Custom Views
    7.4 Using Shortcuts

    • Creating Shortcuts
    • Creating Shortcut Groups

      Exercise 7a Customizing the User Interface
Chapter 8 File and Design Management
    8.1 Manage Files in the Vault

    • Moving Files
    • Sharing Files
    • Deleting Files
    • Attaching Files to Other Files
    8.2 Editing File Properties
    8.3 Labels

    • Editing
    • Deleting
    • Extracting
    • Restoring
    8.4 Use the Rename Wizard
    8.5 Use the Replace Wizard
    8.6 Use Copy Design

      Exercise 8a File Management and Rename Wizard
      Exercise 8b Editing File Properties and Labeling
      Exercise 8c Copy Design

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