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Brian Schanen joined Autodesk in 2005 as a Product Designer and currently is a Customer Success Engineer for Autodesk’s Data Management products. Brian has taught at Autodesk University numerous times and has authored white papers on Vault and Productstream. He works with customers to implement a complete digital prototyping solution specializing in Autodesk Inventor, Autodesk Vault and Productstream. Brian lives near Detroit, Michigan.
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Controlling the DWF Plot Settings with Autoloader
July 12, 2007 06:57 PMby Brian RoepkeI get asked from time to time... "What controls the plot settings with Autoloader when a DWF is published?" Unlike a normal publish with AutoCAD when a file is chcked into Vault, the Autoloader actually uses TrueView to publish and load data into Vault. This not only allows us to get high fidelity DWFs but allows us to perform this operation a bit faster than using full AutoCAD.
Here you go!
1. Open up TrueViewSetup.dwg. This should be in the Autoloader install directory.
2. Go to File-> Page Setup Manager as shown below.
3. Select AutoloaderModelSetup and click Modify.
Note: This is for modification of publish settings corresponding to the Model tab. For the Layout tabs, you need to activate the tab in the drawing window first,
4. Proceed to invoke the Page Setup Manager as described previously. This time round, select AutoloaderLayoutSetup and click Modify.
5. Ensure that What to plot is set to Extents, Fit to paper is checked and Center the plot is checked. (Or the appropriate options for your plot. The page size isn't important for this operation.)
6. Save the file and close it.
7. Restart Autoloader and try to load the files once again.
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Security: Understanding the Impact on Restricted Files
July 10, 2007 08:00 AMby Brian RoepkeI thought I'd take a minute to show you some examples on how security can affect your day-to-day experiences with Producstream. The main focus of this revolves around when a user or group is given NO ACCESS permission on a proprietary folder, this will have multiple effects or impact:
Browsing Folder will not be seen
Searching Search results will not list files that meet the search criteria that are in the restricted folder
Uses (Vault Explorer) of a non-restricted assembly that contains restricted components A Warning will appear that You do not have access to one or more related files. The individual files that are restricted will have a message indicating that they are Inaccessible.
IMPORTANT: If the user has access to the assembly file they WILL be able to view it in its entirety in the View tab as they will be looking at the complete DWF.
If this is a concern, it is best that you do not allow this scenario by simply putting all of the restricted content in one folder with No Access.
Pack-n-Go at File level(VaultExplorer) and Item Master level. All restricted files will not be included in the Output.
CAD level - The user will not be able to get the restricted files out of Vault into their local Workspace.
When proceeding (selecting Yes or Yes To All), The Inventor Vault Add-In tries to browse the Vault and look for the files based on where they should be. The files cannot be located as the folder isnt seen and the Resolve Link opens. The assembly file will not be able to be opened with these missing components.
Item Looking at an Item when you dont have access to one or more associated / related files. In the example below, the user doesnt have access to the folder that contains the part but has access to the folder that contains the drawing!
The view tab (of the Item) in this case is behaving as expected - the viewable (dwf) of the restricted file(s) is (are) not listed for viewing. Once more, this example re-enforce the need to consolidate all related restricted files in folder(s) with No Access permission as in this example the user still has access to the 2D drawing.
Thats all for now - There are many other best practices we can talk about when it comes to managing permissions in Productstream. For now - give these a try to see how your system and environment is affected! -
Modifying the Resolution Method for Duplicate Items Using the Item Import Wizard
July 6, 2007 11:38 AMby Brian RoepkeIf you regularly import Items from an ERP system, you may have noticed that if you have a duplicate Item already created and that Item has a property that has been populated post-Item import, the property is overwritten, even if it is blank.
To circumvent this, the User Interface (UI) in Productstream 2008 for the item Import Wizard allows you to double click an individual Item and then choose to either ignore or overwrite the existing Item.
* Ignore will leave the Item existing in Productstream alone.
* Overwrite will overwrite any changes to the Item existing in Productstream.
Steps
1. Select Item Master in the Productstream Browser
2. From the File Menu, select Imports Items
3. Choose Other then click Next
4. Select the file format for your Item Import and your file then click Next
5. Map the properties.
6. Import the Items
7. Once imported, edit a property that was blank, in this instance the Item Description
8. In this example two items have had their Item Description property edited, one will be overwritten one will not.
9. Repeat the process with another txt file that contains duplicate Items.
10. Use the same Mappings
11. In the Preview Results dialogue box, double left click the Item you would not like to Overwrite.
12. This opens this Conflict Resolution Dialogue box. As well as choosing to Ignore or Overwrite, there are a number of other options here too.
13. When Done is clicked, notice that the Item we wish to keep is using an Ignore Resolution Method
14. Notice that when the import is completed, one item is overwritten, one is not.
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