Vault Essentials for Administrators

Vault Essentials for Admins is a 2 day course designed for admins who want better control over their Autodesk Vault settings and interact with other Autodesk design applications.

Course Outline

Day 1


·    Introduction to the Vault Client

·    Overview Vault (Application) Plug-Ins

·    Vault User Profile

·    Logging in for the First Time

Client Interface

·    Client User Interface

·    Project Explorer

·    Custom Views

·    Find and Advanced Search

·    Saved Searches

Managed Data Components

·    Setting the ‘Working Folder’ and Workplace Synchronization

·    File Versions and History

·    File Status

·    File Check-In/Check-Out

·    Release Biased

Working with Projects, Folders, and Files

·    Building Folder Structures

·    Adding Files

·    Getting the Latest Version and Releasing Biased Versions

·    Getting Previous File Versions

·    Renaming and Moving Vaulted Files

·    Replacing Files

·    Setting Labels








Day 2

Introduction to Properties and Metadata

·    Properties and Data Types

·    System Properties

·    Creating Additional Properties

·    Editing Properties

·    Re-Indexing Vaulted File Properties

·    Context Indexing

Working with Vault and the AutoCAD Plug-In

·    Private vs Shared Workspaces

·    Unique File Names and Design File Check-In Options

·    Logging In

·    Check-In/Check-Out of Design Drawings

·    Opening Vaulted Drawings

·    Working with External References

·    Attaching Vaulted Drawings

AutoCAD Properties and Metadata

·    Attributes and Indexing

·    Custom Drawing File Properties

·    AutoCAD Fields and Vault Properties

·    Property Mapping

Digital Review and DWF Redlines

·    Workflow

·    Design Review and AutoCAD Working Together

·    Creating DWF Files

·    Redline of DWF Files with Design Review

·    Underlay of Vaulted DWF Files in AutoCAD

·    Communication and Notification in the Review Process

·    Sending/Receiving Links to Vaulted Documents

·    Vault Design Visualization Settings






Training Enquires

Upcoming course dates

Private and group training available.

We will contact you within the next two working days to discuss your training requirement and arrange a suitable date.

Your message was sent.

We will contact you soon.

Register interest

We will store your personal data in order to process your booking. Read more about our processing of personal data in our Privacy Policy.