Copy a Design (Vault Basic Only)

Follow the instructions in this section to copy an existing design. Some steps may vary depending on the design application you are using.

Important: This topic is intended for Vault Basic users. Vault Workgroup and Vault Professional users should see Copy Design (Workgroup and Professional).

1. Select a file in either the main pane or the preview pane. Automatically published .dwf files are not directly supported.

   If you are using one of the following applications, click for additional notes:

   AutoCAD Electrical

   Select the project definition file, .wdp.

   Autodesk Inventor

   If an Inventor .dwg file is selected, the associated Inventor .ipt and .iam files can be reused, copied, or replaced. When an Inventor .dwg file is selected, all of the children associated with the .dwg are listed as dependents in the Copy Design wizard. Any .dwg files attached to child files are listed in the Documentation folder.

   If the incorrect Autodesk Inventor project file is listed in the Copy Design dialog box, you can specify a different .ipj file. By selecting a different .ipj, you change where new files can be stored and from where existing files can be selected.

   1. Right-click an Autodesk Inventor project file, .ipj, in the Copy Design dialog box and select Set Project File.
      Note: Right-click a file in the History tab to copy historical data.
   2. In the Select File to Replace dialog box, locate a different .ipj file. You can browse anywhere between the current project and the root of the vault.
   3. Select the new .ipj file and then click Replace.

   If an Inventor .dwg file is selected, the associated Inventor .ipt and .iam files can be reused, copied, or replaced. When an Inventor .dwg file is selected, all of the children associated with the .dwg are listed as dependents in the Copy Design wizard. Any .dwg files attached to child files are listed in the Documentation folder.

   If the incorrect Autodesk Inventor project file is listed in the Copy Design dialog box, you can specify a different .ipj file. By selecting a different .ipj, you change where new files can be stored and from where existing files can be selected.

   1. Right-click an Autodesk Inventor project file, .ipj, in the Copy Design dialog box and select Set Project File.
      Note: Right-click a file in the History tab to copy historical data.
   2. In the Select File to Replace dialog box, locate a different .ipj file. You can browse anywhere between the current project and the root of the vault.
   3. Select the new .ipj file and then click Replace.
2. On the toolbar, click Copy Design. The Copy Design dialog box lists the starting data set for the design to be copied.
3. When copy design is finished, open the files using the Vault add-in within Inventor rebuild and check them into vault.
4. In the Copy Design From field, the source location in the vault of the design to be copied is displayed. If you want to select a different source design, click the browse button, ..., to locate a different design in the vault.
5. In the Copy Design To field, specify the target location in the vault to which the design will be copied. Click the browse button, ..., to locate a folder in the vault.
6. The version or revision that will be copied is displayed in the Revision to Copy field.
7. The files that comprise the design to be copied are listed in a tree view grouped by folder location by default.
   • To view a flat list, click List View.
   • To display a list of the children of the target file in an assembly tree structure, click Uses View.
   • To display a list of the parents of the target file and of the target file's children, click Design View. The files listed depend on the options chosen in the Settings dialog.
8. Specify the file relationships to include in the copy process, either only the children or the children and all related documentation files. This feature is only available for Autodesk Inventor files.
9. An icon in front of each file in the list indicates whether that file will be copied, reused, replaced, or excluded.

   Copy file

   Reuse file

     Exclude file

     Replace file

   Click the icon to switch between Copy or Reuse. Right-click on a file name to change the action using the context menu. Changing the action for a parent file does not change the children. Changing the child does not change the parent file. To change the action of the children with the parent, press Ctrl and change the action of the parent.

   • For AutoCAD and AutoCAD Civil 3D files, only Copy and Reuse are available.
   • For AutoCAD Electrical projects, only Copy and Exclude are available. By default, all of the files are initially set to Copy.
   • For Autodesk Inventor files, Copy, Reuse, Exclude, and Replace are available.

   Tip: Place the cursor over an action icon to see what other actions are available for a file.

   Click the icon to switch between Copy or Reuse. Right-click on a file name to change the action using the context menu. Changing the action for a parent file does not change the children. Changing the child does not change the parent file. To change the action of the children with the parent, press Ctrl and change the action of the parent.

10. If a file is set to Copy, click the browse button in the Vault Folder column for that file and specify a new location in the vault for the new design. If a shared file is changed from Reuse to Copy, you are prompted to select which shared file instance to use everywhere the shared file is used in the design.

    For AutoCAD Electrical

    When copying an AutoCAD Electrical project, the Vault Folder is automatically set to match the name of the new vault location specified earlier. If the project to be copied has files scattered throughout the vault, the new project is automatically structured so that the drawing files and necessary subfolders are now in the same directory as the new project file.

    Note: The name of an AutoCAD Electrical project file can be changed. Click in the New File Name filed for the .wdp file and enter a new name. Once a new name is entered, all related configuration files are renamed to correspond. Configuration files cannot be renamed independently of the project file.

    For Autodesk Inventor

    If a file is set to Replace, click the browse button in the New File Name column for that file and specify a replacement file from within the vault. Autodesk Inventor part files, .ipt, and assembly files, .iam, can be replaced. A part file can replace an assembly file. AutoCAD .dwg files can only be replaced with other .dwg files. You are prompted to confirm that replacing a file could result in data loss. Click Yes to proceed.

11. Specify a naming scheme for the new files that will be created.
    1. Optionally specify whether or not to add either a prefix or a suffix to the new files.
    2. Turn on the Increment checkbox to sequentially update any file names that end in an integer.
    3. Click Match Name to have presentation and drawing files match the file names of their direct part or assembly child.
    4. Click Apply to preview the naming scheme in the file list.
    5. To return to the original naming scheme, click Revert.
12. Click OK.