

Autodesk Vault
By Autodesk Inc.
Implementing Autodesk Vault typically involves several key steps to ensure a smooth setup and integration with your existing systems. Here's a step-by-step overview of the process:
Planning and Preparation: This initial phase involves understanding your organization's requirements, defining the scope of the implementation, and preparing the necessary infrastructure. This includes ensuring that your hardware and network meet the system requirements for Autodesk Vault.
Installation of Vault Server: The next step is to install the Vault Server, which is the core component that manages all data and user interactions. This involves setting up the web server, database server, and file store.
Configuration of Vault Server: After installation, the Vault Server needs to be configured. This includes setting up user accounts, permissions, and security settings. You also need to configure the database and file store locations.
Installation of Vault Clients: Once the server is configured, the Vault Client software is installed on user workstations. This allows users to interact with the Vault Server and manage their design data.
Integration with CAD Tools: Autodesk Vault integrates with various CAD tools like AutoCAD and Inventor. This step involves installing and configuring the necessary add-ins to ensure seamless integration with these design tools.
Data Migration: If you have existing design data, it needs to be migrated into the Vault. This involves importing files, setting up metadata, and ensuring that all data is correctly indexed and accessible.
Training and Support: Training your team on how to use Autodesk Vault is crucial for a successful implementation. This includes providing training sessions, creating user guides, and offering ongoing support.
Testing and Validation: Before going live, it's important to test the system thoroughly. This includes validating that all data is accessible, permissions are correctly set, and the system performs as expected.
Go Live and Monitoring: Once testing is complete, you can go live with Autodesk Vault. Continuous monitoring and maintenance are necessary to ensure the system runs smoothly and any issues are promptly addressed.
The entire implementation process can vary in duration depending on the complexity of your setup and the size of your organization. On average, it can take anywhere from a few weeks to a few months.
Autodesk Vault can indeed be customized to fit specific business needs. Here are some ways it can be tailored:
Vault Data Standard (VDS): This extension allows you to customize the layout of dialogs and detail cards, add business logic or rules to auto-fill metadata, and guide users in manually filling them. You can also add new commands and UI elements.
Vault Software Development Kit (SDK): The SDK provides libraries, documentation, templates, and samples for building standalone Vault applications, extending the main Vault Client application (Vault Explorer), or extending the Vault Job Processing environment with custom server and client jobs.
Custom Workflows and Automation: You can create custom workflows and automate repetitive tasks using the Vault SDK. This includes job processing, which offloads file processing tasks from user workstations, and other automation scripts.
Integration with Other Systems: Vault can be integrated with other enterprise systems such as PLM (Product Lifecycle Management) and ERP (Enterprise Resource Planning) systems. This integration helps streamline workflows and improve productivity across the organization.
Custom Reports and Dashboards: You can create custom reports and dashboards to provide insights into your data and workflows. This helps in making informed decisions and improving overall efficiency.
These customization options make Autodesk Vault a versatile tool that can adapt to various business needs and workflows, ensuring that it meets your organization's specific requirements.
When implementing Autodesk Vault, there are several additional costs to consider beyond the subscription fees:
Setup Fees: These can include costs for initial installation and configuration of the Vault Server and Client software. If you choose to work with an Autodesk partner for implementation, they may charge for their services, which can be a worthwhile investment to ensure a smooth setup.
Maintenance Fees: Autodesk offers maintenance plans that provide access to software updates, new releases, and technical support. These fees are typically annual and can vary depending on the level of support and services included.
Autodesk Vault offers a range of training and support options to help new users get started:
Online Courses and Tutorials: Autodesk provides a variety of on-demand learning resources, including detailed courses and tutorials on setting up and using Vault. These resources cover topics such as configuration, user management, and best practices for using Vault in design and collaboration.
Webinars and Workshops: Autodesk frequently hosts webinars and workshops that provide in-depth training on specific features and workflows within Vault. These sessions are often led by experts and offer opportunities for live Q&A.
Documentation and Help Center: The Autodesk Help Center offers comprehensive documentation, including user guides, FAQs, and troubleshooting tips. This is a valuable resource for both new and experienced users.
Autodesk Vault employs several robust security measures to protect your data:
Dual-Gate Security Model: Vault uses a dual-gate security paradigm that combines object security with state security. This means users must have both role permissions and combined object and state-based permissions to access a Vault object.
Access Control Lists (ACLs): Administrators can specify which users have access to files, folders, items, and custom objects by assigning members to ACLs. This allows for granular control over who can view, modify, or delete content.
Version Control: Vault tracks all changes made to files, ensuring that previous versions can be restored if necessary. This helps maintain data integrity and provides a clear audit trail of modifications.
Backup and Restore: Vault includes robust backup and restore functionality to protect against data loss. Regular backups ensure that data can be recovered in the event of hardware failure or other issues.
Folder and File Security: Vault allows for the implementation of folder security to control file access. This can be combined with file state-based security to provide an additional layer of protection.
These security measures ensure that your data is protected and that only authorized users have access to sensitive information.
Autodesk Vault typically releases updates several times a year. These updates include new features, enhancements, and bug fixes to improve the software's performance and functionality. For example, in 2023, updates were released almost every few months, with each update building on the previous one. Updates are cumulative, meaning you only need to install the latest update to get all previous fixes and improvements.
Autodesk Vault's policy on data ownership ensures that your organization retains full ownership of all data stored within the Vault. This means you have complete control over your design and engineering data, including the ability to manage access, permissions, and data integrity.
In terms of data portability, Autodesk Vault allows you to export your data in various formats, making it easier to transfer or migrate data to other systems if needed. This flexibility ensures that you can maintain control over your data and move it as your business requirements change.
Autodesk Vault is designed to scale with your organization, whether you're a small team or a large enterprise. The software supports enterprise scalability, allowing you to add more users, increase storage capacity, and expand functionality as your needs grow.
Contract Renewal:
Auto-Renewal: Autodesk Vault subscriptions are typically set to auto-renew by default. This means your subscription will automatically renew at the end of each term unless you turn off the auto-renewal feature in your Autodesk account.
Managing Auto-Renewal: You can manage your auto-renewal settings by signing into your Autodesk account, navigating to the "Billing and Orders" section, and selecting "Subscriptions and Contracts." Here, you can turn off auto-renewal for individual or multiple subscriptions.
Renewal Notifications: Autodesk usually sends renewal notifications before the subscription renewal date, giving you ample time to decide whether to continue or cancel your subscription.
Cancellation:
Cancellation Process: To cancel a subscription, you need to turn off auto-renewal in your Autodesk account. Your subscription will remain active until the end of the current term.
Refund Policy: Autodesk offers a refund policy for new subscriptions, renewals, and additional users added to an existing subscription. For annual subscriptions, you can request a refund within 30 days of purchase or renewal. For monthly subscriptions, the refund period is 15 days.
Autodesk Vault does not claim compliance with specific standards such as ISO 19650, ISO 27001, or ISO 9001. However, it can be configured to work in environments that require adherence to these standards. Here are some key points regarding compliance:
ISO 19650: This standard relates to the organization and digitization of information about buildings and civil engineering works, including building information modeling (BIM). While Vault is not certified, it can be configured to support workflows that align with ISO 19650 requirements.
ISO 27001: This standard specifies the requirements for establishing, implementing, maintaining, and continually improving an information security management system (ISMS). Vault can be part of an ISMS that meets ISO 27001 standards, although it is not certified itself.
ISO 9001: This standard sets out the criteria for a quality management system (QMS). Vault can support document control and management processes that align with ISO 9001 requirements.
Autodesk implements security and privacy policies based on industry standards and regularly conducts internal and external audits, attestations, and third-party assessments to ensure the security and reliability of its software.