Publish Files

Configure lifecycle definitions and file options to publish CAD files.

Note: You must have administrative access to perform these tasks.

1. Create a user with access to Released files. See Assign Roles to Users for more information.
2. Configure lifecycle definitions.
   1. Click Tools > Administration > Vault Settings.
   2. On the Vault Settings dialog, select Behaviors > Lifecycles.
   3. Select the definition to be modified > Edit.
   4. On the Lifecycle Definition dialog, select the Transitions tab > Work in Progress to Released > Edit.
   5. On the Transitions dialog, select the Actions tab.
   6. From the drop-down,
      • Select Synchronize properties and update the selected file types using Job Server.
      • Click on the ellipses (...) button and select the file type.
      Note: Selecting the option from the list does not automatically select the check box as well. Make sure to select the check box beside the option, too.
   7. From the Security tab, add the user created in Step 1, and allow Modify access under the Released state.
   8. On the Lifecycle Definition dialog, select Design Representation Process > Edit.
   9. On the Lifecycle Definition dialog, select the Released state.
   10. 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: You can create PDF, DXF, or STEP file at any lifecycle state.

Sync state job fails if you do not have adequate permission for a particular state to be set on a file, for example, you do not have the modify access on the Released state.

3. 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.
4. Click Tools > Administration > Vault Settings
   • PDF - PDF Options > Options to launch the PDF Options dialog and configure the PDF publishing options.
   • DXF - DXF Options > Options to launch the DXF Options dialog and configure the DXF publishing options.
   • STEP - STEP Options > Options to launch the STEP Options dialog and configure the STEP publishing options.
5. Publish a PDF, DXF or STEP file from a CAD file.
   1. Select any AutoCAD DWG file or Inventor CAD file.
   2. Click Change Category. On the Change Category dialog, select the Engineering category. Click OK.
   3. Click Change State. On the Change State dialog, select Released from the lifecycle state drop-down. Click OK.

This generates a PDF, DXF, or STEP file as an attachment to the selected file. Also, a thumbnail for the file displays in the Preview tab.

Note: To synchronize the revisions of the drawing file and CAD 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.

File Naming

You can affect the 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 file name
• Add a prefix
• Add a suffix
• Add a property value
• Add a date property

1. 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.
2. Find the "<add key=>" section in the file.
3. Add a line using the format <add key="DesignRepresentation.Naming" value=. See the examples for the file, Flower.idw, shown below.

Note: The table below displays result for PDF file. Similar results are generated for DXF and STEP file too.

Key	Result
<add key="DesignRepresentation.Naming" value="\.(idw)$/&lt;_name_&gt;"/>	Flower.pdf
<add key="DesignRepresentation.Naming" value="\.(idw)$/Prefix&lt;_name_&gt;"/>	PrefixFlower.pdf
<add key="DesignRepresentation.Naming" value="\.(idw)$/&lt;_name_&gt;Suffix"/>	FlowerSuffix.pdf
<add key="DesignRepresentation.Naming" value="\.(idw)$/Prefix&lt;_name_&gt;Suffix"/>	PrefixFlowerSuffix.pdf
<add key="DesignRepresentation.Naming" value="\.(idw)$/&lt;_name_&gt;&lt;Revision&gt;"/>	FlowerB.pdf where Revision=B
<add key="DesignRepresentation.Naming" value="\.(idw)$/&lt;_name_ &gt;&lt;Provider&gt;"/>	FlowerAutoCAD.pdf where Provider=AutoCAD
<add key="DesignRepresentation.Naming" value="\.(idw)$/&lt;_name_ &gt;&lt;DateVersionCreated&gt;"/> <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 "&lt;" to "<" and "&gt;" to ">". This may cause the Job Processor to fail. It is recommended that you use an editor that maintains "&lt;" and "&gt;", 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)$/&lt;_name_&gt;&lt;Provider&gt; /\.(idw)$/&lt;_name_&gt;&lt;Revision&gt;"/>

Note: To add other property values, such as Provider, Company, etc, look up the System Name/Display Name of the property. For Vault System Properties, use the System Name and for User Defined Properties, use the Display Name.

Note: If you have configured the output file naming, then the existing output file in vault, if any, may not be updated and a new output file will be created with the edited file name. For instance, if you append "Revision" to the output file name, then the output created for a revised drawing file will be a new file in vault. You won't be able to use and update the previous output file.