Autodesk Vault Training

Lesson 1 • Installing and Configuring Vault Client

Walks through client installation and initial server connection. Prepares students to log in and access a live Vault environment.

Lesson 2 • What Is Product Data Management

Defines PDM and its role in engineering workflows. Establishes why centralized file management reduces errors and version conflicts.

Lesson 3 • Vault Product Editions Overview

Compares Vault Basic, Workgroup, and Professional editions. Students identify which edition matches their organization's needs.

Lesson 1 • Folder Structure and Organization

Teaches best practices for creating logical folder hierarchies. Students design a folder structure that mirrors project workflows.

Lesson 2 • Searching and Retrieving Files

Introduces quick search, advanced search, and saved searches. Students locate any file using metadata, filename, or property filters.

Lesson 3 • File Properties and Metadata

Explains built-in and custom properties that describe files. Students populate and query metadata to improve discoverability.

Lesson 4 • Adding Files to the Vault

Covers the check-in process for new files from local workspaces. Students add single and batch files with correct metadata.

Lesson 1 • Understanding Version Numbers

Explains how Vault increments version numbers on each check-in. Students interpret version labels and distinguish versions from revisions.

Lesson 2 • Comparing File Versions

Demonstrates visual and property-based comparison tools. Students identify differences between any two versions of a file.

Lesson 3 • Audit Trails and Change History

Shows how to read Vault's audit log for compliance and troubleshooting. Students generate history reports filtered by user, date, or action.

Lesson 1 • Lifecycle Definitions and States

Introduces lifecycle definitions as state machines for document control. Students map states such as Work-in-Progress, Review, and Released.

Lesson 2 • Categories and Property Mapping

Explains file categories as containers for lifecycle and revision rules. Students create categories and map properties to enforce consistent metadata.

Lesson 3 • Transitioning Files Through States

Demonstrates how users move files from one state to another. Students perform transitions individually and in batch with proper permissions.

Lesson 4 • Linking Revisions to Lifecycle States

Shows how revision increments can be triggered by lifecycle transitions. Students configure automatic revision bumps on release.

Lesson 1 • Publishing Neutral Format Files

Shows how to auto-publish PDFs and DWFs on check-in. Students configure publish jobs and verify output in the Vault library.

Lesson 2 • Vault Add-In for AutoCAD

Introduces the AutoCAD Vault add-in for DWG file management. Students check in drawings with xref attachments intact.

Lesson 3 • Vault Add-In for Autodesk Inventor

Covers the Vault add-in panel inside Inventor for check-in and check-out. Students open, edit, and save Inventor files without leaving the CAD environment.

Lesson 4 • Copying and Renaming CAD Files

Demonstrates the Copy Design and Rename tools for reusing CAD data. Students duplicate assemblies while preserving all internal references.

Lesson 1 • User Accounts and Groups

Covers creating and managing user accounts and group memberships. Students organize users into groups that reflect organizational roles.

Lesson 2 • Folder-Level Security

Demonstrates applying read, write, and delete permissions at the folder level. Students restrict sensitive project folders to authorized groups only.

Lesson 3 • Roles and Permission Sets

Explains predefined roles and how to create custom permission sets. Students assign roles that grant least-privilege access.

Lesson 1 • Monitoring and Performance Tuning

Shows how to read server logs and identify performance bottlenecks. Students apply configuration changes to improve response times.

Lesson 2 • Backup and Restore Procedures

Covers full and incremental backup strategies for Vault data. Students schedule automated backups and perform a verified restore.

Lesson 3 • Vault Server Architecture

Explains the ADMS server, SQL database, and file store components. Students diagram the architecture and identify single points of failure.

Lesson 4 • Vault Store and Database Maintenance

Introduces index rebuilding, consistency checks, and purge operations. Students run maintenance tasks that keep performance optimal.

Lesson 1 • Vault API and SDK Introduction

Introduces the Vault .NET API for programmatic data access. Students write a simple script that queries file properties via the API.

Lesson 2 • Vault Workflow Engine Basics

Introduces the workflow engine for routing files through approval steps. Students create a simple approval workflow with notifications.

Lesson 3 • Custom Job Processor Tasks

Explains the Job Processor service and how to create custom job types. Students deploy a custom job that automates a repetitive file operation.

Lesson 4 • Integrating Vault with ERP Systems

Covers data exchange patterns between Vault and ERP platforms. Students map Vault item properties to ERP fields for BOM synchronization.