Package Files

Work with Transmittal Reports

A transmittal report can be included when sending packages. The transmittal report details the file name, revision, state, vault folder location, and date the version was created for each file.

The transmittal report header and display information can be customized using a report template authoring utility. A report template authoring utility is installed with the vault client.

A more sophisticated template authoring tool is required for custom visual layouts. See http://msdn.microsoft.com/en-us/library/ms252067(VS.80).aspx for more information on client report definition files and recommended authoring tools.

The ReportTemplateAuthoritingUtility.exe file is located in C:\Program Files\Autodesk\<Autodesk Vault edition> <year>\Explorer folder, where <Audodesk Vault edition> is the name of the Autodesk Vault edition you are using (such as Autodesk Vault Professional), and Vault year is the release year of the product.

Publish to SharePoint

A Pack and Go package can be published to a directory on a Microsoft SharePoint site. Before publishing a package to SharePoint, a folder must be created on the SharePoint site and the path to the SharePoint diectory must be specified in the Configure SharePoint Directories dialog.

Package Files

1. Select a file or multiple files from the file list, the Uses tab, Where Used tab, or the Quick Search.
   Note: Selecting a file from the History tab allows you to package historical versions.
2. Click File ► Pack and Go or Actions ► Publish to SharePoint. If you select Actions ► Publish to SharePoint, the Pack and Go dialog is displayed, optimized for publishing to a SharePoint directory.
3. In the Pack and Go dialog box, select the type of package to create:
   • Zip file (*.zip)
   • Unzipped
   • DWF Package
   • DWFx Package

     Depending on the package type and the destination, you are prompted for a file name when you click OK on the Pack and Go dialog box.

   Note: Only .dwf files are included in a DWF package and only .dwfx files are included in a DWFx package. If both .dwf and .dwfx files are selected for packaging, only those matching the selected package type are packaged.
4. Specify the destination for the package. The package can be sent to:
   • a folder outside of the vault
   • an e-mail address
   • a Microsoft SharePoint directory
5. Select the revision of the files that you want to pack.

   If the latest revision is selected, then the latest with non-released bias will be used to obtain the children.

6. The package can retain the folder structure from the vault or place all files in a single, flat directory. Select either Copy to Single Path or Keep Folder Hierarchy.
7. Click the appropriate icons to select which related files will be included in the package and whether or not .dwf files are included.
8. Click the >> button and select the Append transmittal report to package check box to include a report of all of the files in the package.
9. Select the Template File drop-down list and perform one of the following actions:
   • Select an existing path to a report template.
   • Select Open from Vault and navigate to a report template in the vault.
   • Select Open Local Template and navigate to a report template in a local folder.
10. Click OK.
11. If Mail Recipient was chosen as the destination, an e-mail message is displayed with the package listed as an attachment. Enter the addresses for the mail recipients, customize the message, and then click Send.

    If SharePoint Directory was chosen as the destination, you are prompted to select a SharePoint directory and then to log into SharePoint.

    Note: A SharePoint directory must already exist on the SharePoint server and the SharePoint directory must be configured in the Configure SharePoint Directories dialog. For more information, see Configure SharePoint Directories
12. If any data files have out-of-date visualization files , a dialog is displayed listing those data files and you are prompted to chose whether or not to continue. It is recommended that you resolve any non-compliant files.
    • Click No to correct the non-compliant visualization files before proceeding.
    • Click Yes to continue with the operation using the out-of-date visualization files.

Relationship Settings for Pack and Go

Relationship Settings for Files

Specify whether only the children of the file or all related files are to be included.

• Select Include children only to use only the files on which the selected file depends.
• Select Include all related files to use all files associated with the selected file. These files include any manually attached .dwf files, but not automatically generated .dwf files.

Relationship Settings for Items (Vault Professional Only)

1. Select an item or items from the Item Master, the Bill of Materials tab, or the Where Used tab.
2. Click File > Pack and Go.
3. In the Pack and Go dialog box, select the type of package to create:
   • Zip file (*.zip)
   • Unzipped
   • DWF Package
   • DWFx Package
   Note: Only .dwf files are included in a DWF package and only .dwfx files are included in a DWFx package. If both .dwf and .dwfx files are selected for packaging, only those matching the selected package type are packaged.

   Depending on the package type and the destination, you are prompted for a file name when you click OK on the Pack and Go dialog box.

4. Specify the destination for the package. The package can be sent to a folder outside of the vault or to an e-mail address.
5. Select the revision of the item to pack. All of the files associated with the selected revision level are listed. If only one revision is available, no other revisions are listed.
6. The package can retain the folder structure from the vault or place all files in a single, flat directory. Select either Copy to Single Path or Keep Folder Hierarchy.
7. Click either the parent or dependents icon to select which related files will be included in the package and whether or not .dwf files are included.
8. Click the >> button and select the Append transmittal report to package check box to include a report of all of the files in the package.
9. Select the Template File drop-down list and perform one of the following actions:
   • Select an existing path to a report template.
   • Select Open from Vault and navigate to a report template in the vault.
   • Select Open Local Template and navigate to a report template in a local folder.
10. Click OK.
11. If Mail Recipient was chosen as the destination, an e-mail message is displayed with the package listed as an attachment. Enter the addresses for the mail recipients, customize the message, and then click Send.
12. If any data files have out-of-date visualization files, a dialog is displayed listing those data files and you are prompted to chose whether or not to continue. It is recommended that you resolve any non-compliant files.
    • Click No to correct the non-compliant visualization files before proceeding.
    • Click Yes to continue with the operation using the out-of-date visualization files.

Tip: The allowable size for e-mail attachments differs from network to network. Make sure you are not e-mailing an attachment too large for your e-mail server or your recipient's e-mail server to process.