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Greenock CAD Service NV/SA Industrielaan 27 (IZ III) B-9320 Erembodegem Tel: +32 53 781332 Fax:

Greenock CAD Service NV/SA Industrielaan 27 (IZ III) B-9320 Erembodegem Tel: +32 53 781332 Fax: +32 53 779360 http://www.greenock.eu helpdesk@greenock.eu

Vault PlusPack App

Manual instructions

Tel: +32 53 781332 Fax: +32 53 779360 http://www.greenock.eu helpdesk@greenock.eu Vault PlusPack App Manual instructions

Table of content Vault PlusPack App

1

Manual instructions

1

1. Introduction

3

2. Installation

3

3. License, registration and activation

4

3.1 License types

4

3.2 Registration and activation

4

3.2.1 Standalone License

5

3.2.2 Site License

5

4.

Functionalities

6

4.1

Options

6

4.1.1 Default directories (settings)

6

4.1.2 Job Names (settings)

6

4.1.3 Restrictions (settings)

7

4.1.4 Populate Properties (settings)

7

4.1.5 Notifications (settings)

7

4.2

General functions

8

4.2.1 Help (link to this document)

8

4.2.2 Helpdesk screen takeover with TeamViewer

8

4.2.3 Helpdesk registration form

8

4.2.4 About +Plus Pack

8

4.2.5 Show Internal Vault ID’s (ID’s and persistent ID’s)

9

4.2.6 Clean Job Queue

9

4.2.7 Find items and queue (…to the Job Processor)

4.3 Directory functions

10

11

4.3.1 Clone existing Vault directory structure

11

4.3.2 Create rapidly new default directories

11

4.3.3 Creation of (sub-)directories in the workspace

11

4.3.4 Transferring directory settings (properties) to file(s)

11

4.4 File functions

12

4.4.1 Standard or custom job requests

12

4.4.2 Open document link in the Vault Thin client

12

4.4.3 XML Export Vault metadata to the workspace

12

4.4.4 XML Export Vault/Inventor BOM data to the workspace

12

4.4.5 Open related Inventor drawing

13

4.4.6 Attached on items (Tab)

13

4.4.7 Lifecycle status (Tab)

13

4.4.8 CAD Bom (Tab)

13

5.1

Backup your Vault Settings

14

5.2 Create Deployment

14

1.

Introduction

The questions of our customers prove the need of our users. Based on these questions, Greenock developed some macros to simplify the usage of Vault. They provide added value by automating manual tasks.

This ‘out of the box’ solution arose from years of experience with clients in various sectors. This way, you increase your productivity and minimize the error rate in your drawing room.

A brief overview of the possibilities with the Vault PlusPack App:

Automatic creation of 'default' directories

Submit job (submit job processor default and custom jobs)

TeamViewer (Helpdesk screen takeover)

Helpdesk registration form

Show Internal ID’s (ID’s and persistent ID’s)

View in Thin Client (open document link in Vault web client)

XML Export Vault metadata to the workspace

XML Export Vault/Inventor BOM data to the workspace

Find items and queue to the job processor

Deployment tools

Open related Inventor drawing

2. Installation

The installation can be performed with the supplied installation file. Vault Plus Pack 2019.x.msi

Vault PlusPack App is available for:

Autodesk Vault Workgroup

Autodesk Vault Professional

Note: Vault PlusPack App is NOT available for Autodesk Vault Basic.

3.

License, registration and activation

3.1 License types

There are two different types available in function of the type of the +Plus Pack:

Standalone

o Registration per computer (limited to one computer)

Site license

o Registration for all computers within the same AD (active directory) domain

Contact our helpdesk for more information: helpdesk@greenock.eu.

3.2 Registration and activation

Via the ‘About’-button in the +Plus Pack ribbon/toolbar:

also for extensions or modifications

in the Vault PlusPack App this window is automatically opened once a +Plus Pack function has been selected which has not yet been registered.

has been selected which has not yet been registered. Click on ‘Update Registration details’ and choose

Click on ‘Update Registration details’ and choose your license type:

‘Standalone License’ or ‘Site License’:

your license type: ‘Standalone License’ or ‘Site License’: Complete your contact data and ‘Send Request’:
your license type: ‘Standalone License’ or ‘Site License’: Complete your contact data and ‘Send Request’:

Complete your contact data and ‘Send Request’:

your license type: ‘Standalone License’ or ‘Site License’: Complete your contact data and ‘Send Request’:
your license type: ‘Standalone License’ or ‘Site License’: Complete your contact data and ‘Send Request’:

3.2.1

Standalone License

After activation by the helpdesk, you will receive an email with the serial number and activation code. You can complete your registration by pressing the ‘Activate' button in the ‘About' window:

the ‘Activate' button in the ‘ About' window: After the activation, all active data is visible
the ‘Activate' button in the ‘ About' window: After the activation, all active data is visible

After the activation, all active data is visible and Vault PlusPack App can be used.

active data is visible and Vault PlusPack App can be used. 3.2.2 Site License After activation

3.2.2 Site License

After activation by the helpdesk, you will receive an email containing the activation key attached. The activation key (which can be optionally merged with other keys) is to be placed at the location %programdata%\Greenock CAD Service with the name Greenock.lic

The same activation key can be used for other computers in the same AD domain.

e.g. Greenock.lic:

<GreenockSiteLicenses> <Product>

<ProductKey>Inv2PdfPP2019</ProductKey>

<DomainName>cloud.local</DomainName>

<ActivationCode>F4-BA-40-19-61-89-6F-8A-EA-FD-0B-DD-C4-06-97-9B-24-7C-8B-41-2D-F7-

AA-D9-F9-07-3A-8D-0A-27-1C-77-12-BF-DC-2A-7E-7F-48-2C-E1-9C-27-CB-4E-C3-E9-79-5B-98-E4-19-

74-5F-62-4D-9A-86-65-64-27-43-DA-22</ActivationCode>

<SerialNumber>342-595557</SerialNumber>

<ExpireDate>2026-05-04T00:00:00+02:00</ExpireDate>

<RequestSubmitted>2016-05-04T00:00:00</RequestSubmitted>

</Product>

</GreenockSiteLicenses>

4.

Functionalities

4.1

Options

Set +Plus Pack options (for all users), this feature is only available for Vault users with an ‘administrator role':

for Vault users with an ‘ administrator role': 4.1.1 Default directories (settings) Set your ‘Default

4.1.1 Default directories (settings)

Set your ‘Default Directories:

(settings) Set your ‘Default Directories ’ : 4.1.2 Job Names (settings) Set your desired ‘Job Types

4.1.2 Job Names (settings)

Set your desired ‘Job Types’:

(settings) Set your ‘Default Directories ’ : 4.1.2 Job Names (settings) Set your desired ‘Job Types

4.1.3

Restrictions (settings)

Set the desired File, Directory, Custom object, Item or Change Order 'restrictions' by selecting it.

These actions can’t be performed any longer as from the next logon in Vault except by an administrator

‘role’. (also blocked for AutoCAD, Inventor, Office

)

‘role’ . (also blocked for AutoCAD, Inventor, Office ) 4.1.3.1 4-eyes check (file cannot be reviewed
‘role’ . (also blocked for AutoCAD, Inventor, Office ) 4.1.3.1 4-eyes check (file cannot be reviewed

4.1.3.1 4-eyes check (file cannot be reviewed and released by the same person)

This works only for the ‘Flexible Release Process’ between ‘For Review’ and ‘Release’.

Process’ between ‘For Review’ and ‘Release’. 4.1.4 Populate Properties (settings) Set your desired

4.1.4 Populate Properties (settings)

Set your desired ‘Populate properties’:

Populate Properties (settings) Set your desired ‘Populate properties’: 4.1.5 Notifications (settings) For future use

4.1.5 Notifications (settings)

For future use

4.2

General functions

Available on Vault Ribbon or via a right mouse click on a Vault object:

Vault Ribbon or via a right mouse click on a Vault object: 4.2.1 Help (link to
Vault Ribbon or via a right mouse click on a Vault object: 4.2.1 Help (link to

4.2.1 Help (link to this document)

Press ‘Help’ (

4.2.1 Help (link to this document) Press ‘Help’ ( ) to open this file (help.pdf). 4.2.2

) to open this file (help.pdf).

4.2.2 Helpdesk screen takeover with TeamViewer

Push the TeamViewerbutton when asked by the helpdesk (

menu via a right mouse click. This will open the TeamViewer download and start up from

and start up from https://get.TeamViewer.com/f2jtcep ) in the Vault ribbon or in the +Plus Pack Remark:

) in the Vault ribbon or in the +Plus Pack

Remark: You will need an active internet connection.

4.2.3 Helpdesk registration form

You can easily report your issues with Vault or +Plus Pack via the helpdesk registration form. Your data is prefilled. It suffices to describe your problem and press 'Send'. Large files can optionally be sent to our

helpdesk with the "Send large files' button ( helpdesk subscribers.

"Send large files' button ( helpdesk subscribers. ). The helpdesk registration form is only available for

). The helpdesk registration form is only available for our

). The helpdesk registration form is only available for our 4.2.4 About +Plus Pack Go to

4.2.4 About +Plus Pack

Go to ‘About +Plus Pack’ (

registration form is only available for our 4.2.4 About +Plus Pack Go to ‘About +Plus Pack’

). See chapter 3.2

4.2.5

Show Internal Vault ID’s (ID’s and persistent ID’s)

You can visualize the internal Vault IDs with this feature. This is particularly interesting in custom software or job processor. The ‘Persistent ID’ will not change in principle and is often used in interfaces

with external parties. Click on 'Show vault internal IDs (

).
).
parties. Click on 'Show vault internal ID ’ s ( ). Note: We distinguish "History File"

Note: We distinguish "History File" versions and "Master File" (= latest) for persistent ID’s.

"Master File" (= latest) for persistent ID’s . 4.2.6 Clean Job Queue Available through the Tools
"Master File" (= latest) for persistent ID’s . 4.2.6 Clean Job Queue Available through the Tools
"Master File" (= latest) for persistent ID’s . 4.2.6 Clean Job Queue Available through the Tools

4.2.6 Clean Job Queue

Available through the Tools menu, +Plus Pack, Clean Job Queue (

unwanted job types from the queue. This feature is only available for Vault users with administrator 'role'.

available for Vault users with administrator 'role'. ). This function will remove Jobs which will be

). This function will remove

administrator 'role'. ). This function will remove Jobs which will be removed : • Status FAILED
administrator 'role'. ). This function will remove Jobs which will be removed : • Status FAILED

Jobs which will be removed:

Status FAILED + "Sync properties not allowed on non-tip versions" Not the latest version

Status FAILED + "Unable to retrieve File version for id" On checking, the CAD visualization files were configured to be created by the Job Server. But before they were created by the Job Processor, the user deleted the CAD files from the Vault.

Status PENDING + unknown “Autodesk.Vault.DWF.Create” type Delete infinite pending jobs for dwf creation of 'unknown' file types like *.doc, *.docx, *.xls, *.xlsx, *.pdf,

Jobs which will resubmit’:

Status FAILED + "The new job processor service is not responding." This error occurs if the JobProcessor.exe or Connectivity.JobProcessor.Delegate.Host.exe stops responding.

4.2.7

Find items and queue (…to the Job Processor)

Available through the Tools menu, +Plus Pack, ‘Find items and Queue’ (

+Plus Pack jobs (Inv2pdf, Inv2Dxf, Inv2Stp, …) or custom jobs to the job processor queue based on an advanced search. This operation is like the standard ‘Find Ctrl+F’, you only need to specify a job type.

‘Find Ctrl+F’, you only need to specify a job type. ). This function allows to add

). This function allows to add

need to specify a job type. ). This function allows to add Searches can also be

Searches can also be optionally stored for later use.

to add Searches can also be optionally stored for later use. Via ‘Browse…’ you can point

Via ‘Browse…’ you can point out 1 or more directories to search.

can also be optionally stored for later use. Via ‘Browse…’ you can point out 1 or
can also be optionally stored for later use. Via ‘Browse…’ you can point out 1 or

4.3

Directory functions

First select a directory, then right mouse click and ‘+Plus Pack’:

a directory, then right mouse click and ‘+Plus Pack’: 4.3.1 Clone existing Vault directory structure Click

4.3.1 Clone existing Vault directory structure

Click ‘Clone Vault Directory Structure’ (

) to open the dialogue window.structure Click ‘Clone Vault Directory Structure ’ ( Choose the directory to which needs to be

Directory Structure ’ ( ) to open the dialogue window. Choose the directory to which needs
Directory Structure ’ ( ) to open the dialogue window. Choose the directory to which needs
Directory Structure ’ ( ) to open the dialogue window. Choose the directory to which needs

Choose the directory to which needs to be copied and the desired new name ‘Name (Copy)’ for the directory. Optionally you can choose to copy the Category, Properties and Lifecycles states from the original directories. As an administrator, you can even take over security.

Press ‘Clone Directory Structure’ to complete the operation.

4.3.2 Create rapidly new default directories

This function must first be configured in the menu ‘Tools, +Plus Pack, Options…’, see chapter
This function must first be configured in the menu ‘Tools, +Plus Pack, Options…’, see chapter 4.1.1.
Click now ‘New default directories’ (
).
4.1.1. Click now ‘New default directories’ ( ). Then select the appropr iate subdirectories, and press
4.1.1. Click now ‘New default directories’ ( ). Then select the appropr iate subdirectories, and press

Then select the appropriate subdirectories, and press ‘Add directories. The selected directories will be created in Vault in the selected directory.

4.3.3 Creation of (sub-)directories in the workspace

Click on ‘Create Working Directories’ (

workspace. Optionally, the subdirectories can be created in the workspace.

the subdirectories can be created in the workspace. ). This function will create the selected directory

). This function will create the selected directory in the

). This function will create the selected directory in the 4.3.4 Transferring directory settings (properties) to
). This function will create the selected directory in the 4.3.4 Transferring directory settings (properties) to

4.3.4 Transferring directory settings (properties) to file(s)

This function first needs to be configured via the menu ‘Tools, +Plus Pack, Options…’, see chapter 4.1.1.

Choose one or more files, then choose a directory and the 'Populate File Properties' ( Vault properties are transferred from the directory to the selected file(s).

File Properties' ( Vault properties are transferred from the directory to the selected file(s). ). The

). The configured

4.4 File functions Select one or more files, then right mouse click and ‘+P lus

4.4 File functions

Select one or more files, then right mouse click and ‘+Plus Pack’:

more files, then right mouse click and ‘+P lus P ack’: 4.4.1 Standard or custom job

4.4.1 Standard or custom job requests

With this function you can apply a default (or custom) job. Press ‘Submit job’ ( job type or set your own (custom) type. Then press ‘Queue job’.

or set your own (custom) type. Then press ‘Queue job’. ) and select the desired 4.4.2
or set your own (custom) type. Then press ‘Queue job’. ) and select the desired 4.4.2
or set your own (custom) type. Then press ‘Queue job’. ) and select the desired 4.4.2

) and select the desired

4.4.2 Open document link in the Vault Thin client

Press ‘View in Thin Client’ ( available in Vault Professional.

in Thin Client ’ ( available in Vault Professional. ) to view the file in the

) to view the file in the Autodesk Vault Thin Client. This option is only

file in the Autodesk Vault Thin Client. This option is only 4.4.3 XML Export Vault metadata

4.4.3 XML Export Vault metadata to the workspace

Press ‘Export Metadata’ (

same name as the original but with .xml extension.

( same name as the original but with .xml extension. ) to export the metadata (properties)

) to export the metadata (properties) to the workspace. This file will have the

(properties) to the workspace. This file will have the 4.4.4 XML Export Vault/Inventor BOM data to

4.4.4 XML Export Vault/Inventor BOM data to the workspace

Press ‘Export BOM’ (

have the same name as the original but with .xml extension.

have the same name as the original but with .xml extension. ) to export the Inventor

) to export the Inventor BOM data (BOM blob) to the workspace. This file will

as the original but with .xml extension. ) to export the Inventor BOM data (BOM blob)

4.4.5

Open related Inventor drawing

Press ‘Open related drawing’ (

related Inventor drawing Press ‘Open related drawing’ ( ) to open the related Inventor drawing(s) in
related Inventor drawing Press ‘Open related drawing’ ( ) to open the related Inventor drawing(s) in

) to open the related Inventor drawing(s) in Inventor.

4.4.6 Attached on items (Tab)

Tab control to list the items which have the selected items as ‘attachment’.

items which have the selected items as ‘attach ment ’. 4.4.7 Lifecycle status (Tab) Tab control

4.4.7 Lifecycle status (Tab)

Tab control with a visual representation of the lifecycle statuses and transitions. Allowed transitions are shown in green, unallowed transitions in gray.

are shown in green, unallowed transitions in gray. 4.4.8 CAD Bom (Tab) Tab control with a

4.4.8 CAD Bom (Tab)

in green, unallowed transitions in gray. 4.4.8 CAD Bom (Tab) Tab control with a visual representation

Tab control with a visual representation of the Vault / Inventor CAD Bomb blob (Structured/Parts only).

CAD Bom (Tab) Tab control with a visual representation of the Vault / Inventor CAD Bomb

5.

Deployment (Thunderstorm)

This module needs to be separately installed from Plus Pack.Vault.Deployment_Vxx.x.exe. After the installation, you can see the following menu:

After the installation, you can see the following menu: 5.1 Backup your Vault Settings This function

5.1 Backup your Vault Settings

This function creates a ZIP file of your current Vault settings. Your data can eventually be restored to %AppData%\Roaming\Autodesk\Autodesk Vault Professional 2019\

5.2 Create Deployment

This function creates a backup of your current Vault settings and stores it in a directory in Vault so that they are automatically distributed to other Vault users.

You can distribute the following settings:

o

Configuration Files

o

Shortcuts (My)

o

Working directories

o

Filter Configuration

o

Grid Configuration

o

Grid State

o View Styles Plug-Ins

o

Plus Pack.Vault.Explorer

o

Plus Pack.Vault.JobProcessor.*

o

o Plus Pack.Vault.JobProcessor.* o … More info: %AppData%\Roaming\Autodesk\Autodesk Vault

More info:

o Plus Pack.Vault.JobProcessor.* o … More info: %AppData%\Roaming\Autodesk\Autodesk Vault Professional
o Plus Pack.Vault.JobProcessor.* o … More info: %AppData%\Roaming\Autodesk\Autodesk Vault Professional

%AppData%\Roaming\Autodesk\Autodesk Vault Professional 2019\Deployment.xml