Configure lifecycle definitions and PDF options to publish PDF from 2D CAD files.
Note: You must have administrative access to perform these tasks.
- Create a user with access to Released files. See
Assign Roles to Users for more information.
- Configure lifecycle definitions.
- Click Tools > Administration > Vault Settings.
- On the Vault Settings dialog, select Behaviors > Lifecycles.
- Select the definition to be modified > Edit.
- On the Lifecycle Definition dialog, select the Transitions tab > Work in Progress to Released > Edit.
- On the Transitions dialog, select the Actions tab.
- From the drop-down, select one of the following options.
- Synchronize properties, update view and pdf using Job Server
- Synchronize properties and update pdf using Job Server
Note: Selecting one of these options from the list does not automatically select the check box as well. Make sure to select the check box beside the option, too.
- From the Security tab, add the user created in Step 1, and allow Modify access under the Released state.
- On the Lifecycle Definition dialog, select Design Representation Process > Edit.
- On the Lifecycle Definition dialog, select the Released state.
- Select the Security tab, add the user created in Step 1 and assign it Modify access. See
Edit Lifecycle State Security for more information.
Note: By default, Vault is configured to publish 2D PDF files into the Released state only. Manually changing the 2D PDF state from Released to a different state will leave the 2D PDF permanently stranded in that new state.
- To enable the job server, click Tools > Administration > Global Settings > Integrations tab > Enable Job Server.
Note: For Job Processor to generate DWF and 2D PDF files, launch AutoCAD DWG Trueview at least once on the Job Processor.
- Click Tools > Administration > Vault Settings > PDF Options > Options to launch the PDF Options dialog and
configure the PDF publishing options.
- Publish a PDF from a CAD file.
- Select any AutoCAD DWG file or Inventor 2D CAD file.
- Click Change Category. On the Change Category dialog, select the Engineering category. Click OK.
- Click Change State. On the Change State dialog, select Released from the lifecycle state drop-down. Click OK.
This generates a PDF as an attachment to the selected file. Also, a thumbnail for the PDF displays in the Preview tab.
Note: To synchronize the revisions of the drawing file and 2D PDF file, set each file's Lifecycle Revision to be the same.
Note: To verify the Design Representation classification, click Tools > Administration > Vault Settings > Behaviors > Rules. On the Assignment Rules dialog, view the Rule Criteria for Design Representation.
PDF Naming
You can affect the PDF output file names by editing the Job Processor configuration file: JobProcessor.exe.config. The following are supported:
- Remove the source file's extension, such as .idw or .dwg, from the PDF name
- Add a prefix
- Add a suffix
- Add a property value
- Add a date property
- Navigate to the <install dir>\Autodesk\Vault [edition]\Explorer\ directory and open the JobProcessor.exe.config file with Notepad.
Important: Create a backup copy of the file before making any changes.
- Find the "<add key=>" section in the file.
- Add a line using the format
<add key="DesignRepresentation.Naming" value=. See the examples for the file,
Flower.idw, shown below.
Key
|
Result
|
<add key="DesignRepresentation.Naming" value="\.(idw)$/<_name_>"/>
|
Flower.pdf
|
<add key="DesignRepresentation.Naming" value="\.(idw)$/Prefix<_name_>"/>
|
PrefixFlower.pdf
|
<add key="DesignRepresentation.Naming" value="\.(idw)$/<_name_>Suffix"/>
|
FlowerSuffix.pdf
|
<add key="DesignRepresentation.Naming" value="\.(idw)$/Prefix<_name_>Suffix"/>
|
PrefixFlowerSuffix.pdf
|
<add key="DesignRepresentation.Naming" value="\.(idw)$/<_name_><Revision>"/>
|
FlowerB.pdf where Revision=B
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<add key="DesignRepresentation.Naming" value="\.(idw)$/<_name_ ><Provider>"/>
|
FlowerAutoCAD.pdf where Provider=AutoCAD
|
<add key="DesignRepresentation.Naming" value="\.(idw)$/<_name_ ><DateVersionCreated>"/>
<add key="DesignRepresentation.Naming.DateFormat" value="dd-MM-yy"/>
Note: Add both lines. Use dd=day, MM=month, and yy=year to format the date. (MM must be uppercase)
|
Flower27-10-17.pdf where the Date Version Created is October 27, 2017
|
Note: Some editors automatically convert "<" to "<" and ">" to ">". This may cause the Job Processor to fail. It is recommended that you use an editor that maintains "<" and ">", such as Notepad. The line can contain only the "<" at the beginning and the ">" at the end.
You can add only one line for Design.Represenation.Naming, so combine rules as needed, separating each with a slash. For example:
<add key="DesignRepresentation.Naming" value="\.(dwg)$/<_name_><Provider> /
\.(idw)$/<_name_><Revision>"/>
Note: To add other property values, such as Provider, Company, etc, look up the System Name/Display Name of the property. For Vault Properties, use the System Name and for User Defined Properties, use the Display Name.