Maybe you are already working with Vault-projects in AutoCAD Plant 3D or AutoCAD P&ID. Maybe you have already asked yourself how to include the workflows from a new drawing till a released drawing. Maybe you have already solved this for other Autodesk products like plain AutoCAD or Inventor. But P&ID and Plant work a little bit different with Vault as those products. So some steps are different (although other steps are still the same). The following introduction shows you which steps have to be done to integrate lifecycles for an AutoCAD P&ID projects (most stuff can be used for Plant 3D-Vault-projects, too). Because all in all it is not the easiest task, I try to make it simple by uising bullets here. Hope it will be a help.
General steps to integrate the lifecycle:
- Open Vault Client
- Select from menu "Tools > Administration > Vault Settings"
- Switch to tab "Behaviors"
- Click button "Lifecylces"
- Check here which lifecycle you want to select for your needs later by selecting them each and looking for the specific lifecycle states at the bottom left
- You can also create here new lifecycles or edit existing lifecycles
- Click "Close"
- Click "Revisions..."
- Check the already existing revision schemes. Edit already existing revision schemes or create a new one. Decide which revision scheme you want to use later
- Click "Close"
- Click "Categories..."
- At the top left select in the selection list "File Categories"
- Double-click "PlantProjectFile" to set there a hook (this category is mandatory)
- Select "PlantProjectFile" to assign the kind of lifecycle and the revision scheme to this category
- Select tab "Lifecycle" and click "Assign..."
- Double-click the lifecycle of your choice to get this lifecycle from the left frame to the right frame
- Double-click this lifecylce on the right frame to get it marked by a hook
- Click "Ok"
- Switch to tab "Revisions" and click "Assign..."
- Double click the revision of your choice to this revision scheme from the left frame to the right frame
- Double-clikc this revision on the right frame to get it marked by a hook
- Click "Ok"
- Close the Vault settings
Integration of the job processor:
- Start > All Programs > Autodesk > Autodesk Data Management > Tools > Autodesk Job Processor for Vault <version> Professional
- Click from menu "Administration > Job Types..."
- Ensure that autodesk.vault.dwf.create.dwg, autodesk.vault.syncproperties and autodesk.vault.updaterevisionblock.dwg are checked
- Go back to Vault Client
- Click from menu "Tools > Administration > Global Settings"
- Switch to tab "Integrations"
- Check "Enable Job Server"
The next steps for existing Vault-projects only:
- In the left frame of Vault Client switch to "Project Explorer > <project name> > PID DWG
- Right-click a drawing and select from context menu "Details..."
- Switch to tab "Security" and ensure that the specific user has the permission to delete and modifz the drawing
Set the action for the transition from "Under Review" to "Released":
- Open again the Vault settings and switch to the tab "Behaviors"
- Click "Lifecycles" and select the formerly used lifecycle
- Click "Edit..." at the top. A new window will open
- Select the lifecycle state "For Review" at the bottom left
- Select the tab "Transitions"
- Select the transition from "For Review" to "Released" and click "Edit..."
- A new window will open. Switch to tab actions
- Open the selection list for "Synchronize properties using Job Server" and select "Synchronize properties and update view using Job Server". Check it
- Close all windows till you are again in the main window of Vault settings
Now setting the mapping of the properties. There are two kind of properties. Those for revision and then the rest of properties.
- In the Vault settings click in tab "Behaviors" the button "Revision table...". Here you will set the mapping between Vault revision properties and the revision table of AutoCAD P&ID
- The mapping of the rest of the properties will be done if you click "Properties" in Vault settings
Now you can test. Open a Vault-project, check out a drawing and do some changes and check it in afterwards. In the Vault Client you right-click the drawing and select "Change states..." from context menu. In the dialog you are able to change the state of the drawing. you will see the changes in the bottom frame, tab "History".