Autodesk Vault integration procedure at BOM level

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The Autodesk Vault Professional BOM is generated directly from the Woodwork for Inventor BOM generator. The commands for transferring BOMs to Autodesk Vault Professional and other controls related to Autodesk Vault Professional integration only become available when the current project in Autodesk Inventor is of Vault type. In this case, a login button will be activated in the BOMapp dialogue to open the login dialogue.

 

Vault login button

Vault login button

 

Vault login dialog

Vault login dialog

 

 

1.Authentication method. BOMapp uses Autodesk Vault login methods, so you can choose between three login methods:

a.Standard Autodesk Vault login

b.Autodesk Authentication – login with Autodesk credentials

c.Windows Authentication – login with your Windows login credentials.

2.User Name

3.Password

4.Server – the address of the Autodesk Vault server to which you are connecting.

5.Vault – the name of the Vault on the server, selected from the drop-down menu.

 

 

After a successful login, the “Commit Items to Autodesk Vault Server” button will appear in the main window of BOMapp and the user who is logged in to the Vault will be displayed at the bottom of the window.

 

Logged user and commit items button

Logged user and commit items button

 

 

Clicking on the “Commit Items to Autodesk Vault Server” button will upload the data to the Vault server after all Mapping procedures have been completed.

 

To start working with Autodesk Vault integration commands in the Woodwork for Inventor BOM generator, you first need to connect to the Autodesk Vault server.

 

To prepare the Woodwork for Inventor BOM generator for transferring data to the Autodesk Vault Professional system layer (Item Master), you need to:

 

hmtoggle_plus11. Create additional BOM item categories in Vault Professional
hmtoggle_plus12. Create additional BOM item data fields in Autodesk Vault Professional
hmtoggle_plus13. Create additional measurement unit types in Autodesk Vault
hmtoggle_plus14. Map Woodwork for Inventor BOM item categories with Autodesk Vault Professional BOM item categories
hmtoggle_plus15. Map Woodwork for Inventor units with Autodesk Vault units
hmtoggle_plus16. Maps the data fields generated by Woodwork for Inventor to the additional data fields of Autodesk Vault Professional BOM items

 

 

After these steps, Woodwork for Inventor is ready to be delivered and Autodesk Vault Professional is ready to accept the generated Woodwork for Inventor BOMs. To generate BOMs in Autodesk Vault, select the command.

 

 

Commit Items to Vault server

Commit Items to Vault server

- Commit Items to Vault Server

 

 

Important!

It is recommended to perform a Check In of the designed product to Autodesk Vault before importing the Woodwork for Inventor BOM into Autodesk Vault. In this case, each BOM item will be associated with the files that belong to that item. This can be a model of a part or assembly, a drawing of a part or assembly and a CNC program. This allows users of design information (technologists, manufacturing workers, etc.) to quickly access the information they need to organise and run production.

 

 

BOM item with associated files

BOM item with associated files

 

 

A common error that causes incorrect file association is the fact that the correct Working Directory was not set in Autodesk Vault at the time of file inclusion. In this case, the Woodwork for Inventor BOM generator is unable to find the associated files and issues a message to that effect. Deleting the Autodesk Vault files in this state, modifying the working directory and adding the product back to Autodesk Vault will resolve the situation.

 

 

Exporting and importing mapped properties into Vault

In order to ensure smooth use of the Vault system, all users need to synchronise their project structure and follow common working procedures. In addition, these users need to synchronise their BOMapp Autodesk Vault settings so that the correct categories are assigned and properties are recorded during export. These settings, which are described at the top of this page, can be managed manually, but having to fill them in at each workstation can lead to errors and significant time costs.

 

For a simpler and faster configuration of workstations, a tool for importing and exporting settings has been developed, which allows you to create a special file and place it in the Autodesk Vault project space (Project Explorer). After the user or CAD administrator has configured BOMapp and made it ready to work with Autodesk Vault, they need to go to the "Import-Export" tab, where they can see the configurations of the BOMapp settings that have already been created and uploaded to Autodesk Vault.

 

 

Exporting

It is executed on this tab by clicking on the "Export" button after the workstation has been configured.

 

BOMapp Vault settings export

 

 

In the window that appears, the user is allowed to enter the name of the exported configuration (required field) and, if the user wishes, they can enter a comment that will be visible in Autodesk Vault.

 

Export BOMapp Vauult settings

Export BOMapp Vauult settings

 

 

 

Importing

 

Important!

If users have previously used the Woodwork for Inventor BOM functionality for the BOM system and have exported settings to Autodesk Vault, they can import the same settings into BOMapp.

 

After the user exports Vault settings to the server, they are saved to the Autodesk Vault storage. These settings are stored in the main Autodesk Vault Project Explorer directory.

 

BOMapp Settings file in Autodesk Vault

BOMapp Settings file in Autodesk Vault

 

 

The directory is read in the BOMapp environment. All users who are logged into the same Autodesk Vault storage see the settings files they can import.

 

Import Autodesk Vault Settings

Import Autodesk Vault Settings