vault 2019 managing electro-mechanical...

Peter Van Avondt

Vault 2019

Technical Sales Specialist Data Management

Managing Electro-Mechanical Data

2© 2018 Autodesk

Agenda

► Electromechanical workflow – Vault Support► Electromechanical Link► Catalog Management► BOM Management

► Multi-User Electrical Projects► Shared Working Folder► Centralized ACE SQL Database

► AutoCAD Electrical – Vault Setup | Best Practice► Setup Project – Drawing/Title – Vault File Mapping► Manage Project and Drawing Templates► Start New Project Reusing a Fully Defined Project Structure by Copy Design► Vault Data Standard – Establish Project / Drawing Numbering ► Vault Workgroup - Revision Management Electrical Project / Drawings► Vault Professional - Item / BOM

Electromechanical - VaultElectromechanical Link – Vault Support

Catalog setup

BOM Management

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Electromechanical “one design”

► AutoCAD Electrical & Autodesk Inventor► Common electromechanical project management

► Consistent views in both products

► Real-time cross-product device synchronization

Electrical Inventor

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Electromechanical Workflow | Pre-requisite

► Install the Autodesk Inventor Electrical Catalog Browser

► Adds the Catalog Browser to Inventor

► Installs 3D content library (Telemecanique)

► Default location:

C:\Users\Public\Documents\Autodesk\Inventor Electrical Library 2019

► Additional Content:

http://www.autodesk.com/autocadelectrical-content-default-catalog-database

http://www.autodesk.com/autocadelectrical-content-default-catalog-database

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Electromechanical Workflow | Link components

ACE Component only

INV Component only

INV & ACE Component

– Not Linked

INV & ACE Component

– Linked

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Electromechanical Workflow | Vault Support

► File Types► Link File*

► Snapshot Files AutoCAD Electrical / Inventor

► AutoCAD Electrical Vault Add In recognizes linked projects and backups link and snapshot files

* for multi user collaboration placed on a network share

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Electromechanical Workflow | Vault SupportExercise

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Electromechanical Workflow | Restore Link file

► Solve missing link file situation

► Get Files from Vault to original location

► Remove read only attribute

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Electromechanical Workflow | Workspace Sync

► Electromechanical expects link files accessible Exclude file types from workspace synchronization

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Electromechanical Workflow | Catalog/Library Management

Add 3D electrical

components to Inventor library

1Prepare 3D-ACE

components: Set

BOM structure to “Reference”

2Add 3D component

name(s) to ACE

library (relative path of library)

3

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4

Restart Inventor and

test the placement of

the component in Inventor

5Check-in the part & Release in Vault

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► Workflow video:

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► Remarks:► A library path is required to store Catalog Components

► During placement of 3D components out of the Catalog, Inventor copies to following location:

<workspace>\Electrical Components\<TABLE>\<MANUFACTURER>\<CATALOG>

ExampleC:\OTx2018-ELECTROMECH\Designs\Electrical Components\PB\AB\800MR-D1D1

=> Redundant files in Vault (!Unique File Naming!)

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► Option 1: Manage Catalog Components Library in Vault► Turn off “Enforce Unique File Names” in Vault Explorer

► Use the relative path to the inventor file, starting from the library definition in the inventor project file:

Full path of this file:C:\OTx2018-ELECTROMECH\Libraries\ Inventor Electrical Library\PB\AB\800MR-D1D1\ADSK-UL-11228.ipt

► Use workspace sync to populate the Electrical Components folder and library folder

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► Option 2: Manage Catalog Components Library outside Vault► Configure extra library on a shared location

► relative path to the inventor file in this case:

\\dellavondtp2\ACADE_SharedWS\CAE\Electrical Components\ PB\AB\800MR-D1D1\ADSK-UL-11228.ipt

► Best Practice: Keep the folder structure like <TABLE>\<MANUFACTURER>\<CATALOG>In that case you need only the filename in the database

► Copy the default Inventor Electrical Library 2019

► Use workspace sync to populate the Electrical Components folder

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► Optional:Complete Workflow to create an AcadE 2D symbol and link it to a 3D Part

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Electromechanical Workflow | BOM Management

► AcadE BOM reports are expected to reflect complete BOM data including► Electrical only components

► Inventor only components

► Electrical – Inventor linked components

► BOM Reports add an option to include Inventor components:

► Unlinked

► Linked

► AutoCAD Electrical is enabled to handover the complete Electromechanical BOM to Vault Item BOM in case 3D components are linked.

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► Workflow

Link / Attach in

schematics1 Insert 3D component 2 BOM Reports ACE

Item BOM Vault3

Simple workflow to support common BOM for ACE and CAD (3D)

Provides BOM for entire project

ACE BOM is the leading portion, the addition of 3D components to mechanical design is optional

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► Sample:

ACE Component only

INV Component only

INV & ACE Component – Not Linked

INV & ACE Component – Linked

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▪ Result in ACE BOM Report▪ PLC602 is listed once (INV)

▪ PLC622 is listed twice (ACE/INV)

▪ PLC722 is listed once (linked)

▪ Result in Vault Pro BOM▪ PLC602 is not listed (INV)

▪ PLC622 is listed once (ACE)

▪ PLC722 is listed once (linked)

Vault is reflecting the ACE components as a BOM

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► Electrical BOM, always leading?

► In most cases the ACE BOM will be the leading information – based on that the electrical components will be ordered

► In case (some) electrical components get ordered based on a Inventor BOM you need to develop a strategy to avoid doubles

► The next slides gives some considerations and suggestions

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► Add a iProperty (True/False) which reflects the order process

► Extend the BOM with additional BOM row property and map iProperty to it

► Based on a report template you can easy extract the information for the order process

► Challenge: highlight electrical component ordered by the Mechanical BOM in electrical BOM to avoid that the component is ordered twice as soon as the component gets linked within ACE

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► Eventually the electrical properties in Inventor can be used to provide the info back from Inventor to ACE that a specific component will be ordered through the mechanical BOM

► Using the „Installation“ as a kind of Container to transfer the information to ACE. This field equals a BOM row property and can be shown in the ACE BOM reports and ACE Browser

Multi – User Electrical Project setupShared workspace

SQL Catalog

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Multi – User Setup | Shared Working Folder

► Requirement:

When collaborating on an Electrical Project, all users should work on the same WDP file

► Solution:

Use a Shared working folder (Sand Box)

► Warning:

Users can be working on the same files. Strictly follow the Sandbox Rules to avoid overwriting data!

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Multi – User Setup | Shared Working Folder Rules

► Remain logged into the vault at all times.

► You cannot check out a file that is currently opened for read-write by another user.

► You can still check out a file that is opened for read only by another user.

► You can open a file in read only when it is currently checked out to someone else using the same working folder.

► Ensure that the drawings are checked back into the vault after you finish working on them so they are available to other users who need to modify them.

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Multi – User Setup | AutoCAD Electrical - Inventor

► Map Root ($) to the Shared Network Folder► Eg. \\<servername>\ACADE_SharedWS

► Create a folder for the AutoCAD E Projects on the 1st Level

► Map all other 1st Level Folders to the local workspace

► e.g. C:\OTX2018-ELECTROMECH\Designs

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Centralized ACE SQL Database

► Requirement► Centralized storage of Electrical Catalogs

► Avoid local copies of custom / secondary catalogs

► Solution► Move catalog definition to SQL Server

► Benefits | Vault Integration► Catalogs (Access DBs) are no longer checked in to Vault

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► Step 1: Install SQL (Express)

► Don’t Use the AutodeskVault Instance!

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► Step 2: Install Autodesk Content Migration Utility for AutoCAD Electrical

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► Step 3: Migrate your access db to SQL

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► Step 4: Configure AutoCAD E and Inventor to consume the SQL DB

AutoCAD Electrical Setup

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AutoCAD Electrical – Vault | Manage Templates

► Project Uses Minimum of 2 File Types► Project Files *.wdp

► Drawings *.dwg

…and optionally many others…► … e.g.. mapping files *.wdl, *.wdt, … or even the environment wd.env

► Vault improves centralized template management✓ Share mapping files as defaults

✓ Share AutoCAD profile to apply defaults

✓ Share Electrical drawing / block templates

► Implement Workspace Sync (automated)► Review setup recommendations especially for Electrical

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AutoCAD Electrical – Vault | Manage Support Files

► The Environment File (wd.env)► Mapping file for AcadE search Paths

► Default location: C:\Users\<<username>>\Documents\Acade <version>\AeData

► Title Block Mapping Files (default_wdtitle.wdl/default.wdt)

► Installation and Location Reference Files (default.inst/default.loc)

► Component Description Reference File (wd_desc.wdd)

► Default Terminal Number Filter File (default.wdn)

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AutoCAD Electrical – Vault | Manage Support Files

► Add Support File Search Path

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► Learn how to apply the minimum settings required to create new projects and schematic drawings based on vaulted templates

► AutoCAD Electrical Video – Activate Templates / Settings

► Autodesk Vault Video – Set Project Environment

Exercise | Activate Vault Templates / Settings

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Exercise | Activate Default Template / Add Sheets

► We created the first Acad-E project and saved it in Vault. Now any Vault user could open the project and proceed to add drawing sheets to it. Learn to set your vaulted drawing template as default. Proceed creating a new drawing and adding this to the project.

► AutoCAD Electrical Video – Activate Default Template

Video – Add Active Drawing

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Exercise | Project Template – Fully Defined Structure

► Learn how to start a new project using templates with fully defined project structure, sheets, labeling etc…

► Project specific settings files: e.g. New_Project.wdp and New_Project_wdtitle.wdl

► Use numbering scheme for predefined sheets

► AutoCAD Electrical Video – Create New Project using Copy Design

► Autodesk Vault

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Vault Data Standard | AutoCAD Electrical configuration

► Vault Data Standard enables the creation of new files on the Vault server leveraging vaulted templates.

► Learn how to create a new project with unique number

► Learn how to add uniquely numbered drawings to your project

Workflow➢ New Electrical Project

➢ Open Project From Vault

➢Create New Drawing & Open it

➢Add Active Drawing

File and Item Categories

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AutoCAD Electrical – Vault | File / Item Management

Property Mapping - Overview

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AutoCAD Electrical – Vault | File Management

Concept for Vault Workgroup / Professional

➢ Electrical Project Category➢ Lifecycle – File Release Process

➢ No Property Mapping

➢ Electrical Drawing Category➢ Lifecycle – File Release Process

➢ Property Mapping – Title Block

➢ Revision Table

➢ Assignment rule➢ DWG Type = Ace

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AutoCAD Electrical – Vault | Electrical Project Category

Purpose & Benefit to Manage Electrical Project

► Bulk Check In / Out all Drawing Sheets

► Change State WDP for Drawing Selection

► Check-in Children► AEPX, WDL, WDT…

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AutoCAD Electrical – Vault | Electrical Project Category

Vault File Category Electrical Project

No Mapping on File Level required

► WDP = Container of Drawing Sheets

► WDP Prop => Block Attributes (mapping within Electrical Drawing !)

► WDP = Collector of BOM Properties

Mapping on ITEM Level

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AutoCAD Electrical – Vault | Electrical Drawing Category

Electrical Drawing Properties

Electrical Project Properties

Map all Attributes/Properties of Title block and Drawing File Properties

Mapping of File Properties

Mapping of Block Attributes

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Exercise | Setup Electrical File Categories

▪ Map Project Description (Line) to Title Block

▪ Map new Title Block Attribute to Vault UDP

Video – Add Project Description to UDP of Drawing Category

▪ Use an additional Drawing Property

▪ Map additional Drawing Property to Vault UDP

Video – Add Drawing Property to UDP of Drawing Category

Item & BOM management

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Item & BOM | Setup Electrical Project - Item Category

▪ Map Electrical Project Properties to Item Category / BOM Header

▪ Electrical Project Category▪ Equivalence Value = WDP File

Name

Update Item even with changed number

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Item & BOM | Setup Electrical - Item Category

▪ Map Default Catalog Component Properties

▪ Electrical Component = Classification “None”

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Item & BOM | Item Resequence - Optimize Item BOM

AERESEQUENCE

▪ Re-sequences the components item numbers

Lifecycle & Revision management

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File Management

➢Electrical Project Category

➢Lifecycle – File Release Process

➢No Property Mapping

Item Management

✓Electrical Project Category

✓Project BOM

✓Property Mapping

✓Lifecycle – Item Release Process

✓ Drives Project Revision

✓ Check Point – Linked File Released?

► Concept for Vault Professional Method A

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File Management




➢Electrical Drawing Category


➢Property Mapping – Title Block

➢Revision Table

Item Management


✓Project BOM

✓Property Mapping



✓ Check Point – Linked File Released?

✓Electrical Drawing Category


✓Check Point – Linked File Released?


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File Management Item Management

Release

A


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File Management

B

Work in Progress

BWork in Progress

Update Item

Sync Properties

Item Management


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► Concept for Vault Professional Method B - Item Driven

File Management


➢Lifecycle – Item Driven


Item Management


✓Project BOM

✓Property Mapping Bi-Directional

✓Lifecycle with File Access


✓ Drives Project Access

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File Management


➢Lifecycle – Item Driven


➢Electrical Drawing Category


➢Property Mapping – Title Block

➢Revision Table

Item Management


✓Project BOM

✓Property Mapping Bi-Directional

✓Lifecycle with File Access


✓ Drives Project Access

✓Electrical Component Category


✓Check Point – Linked File Released?

Questions & Answers