Publish Files

Configure lifecycle definitions and file options to publish CAD files.

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.

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 (static text)
• Add a suffix (static text)
• Add a property value
• Add a date property

1. Navigate to the <install dir>\Autodesk\Vault Client <year>\Explorer\ directory and open the JobProcessor.dll.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=*.

There are three special keys in the naming:

• <_name_> is replaced by the file name
• <_ext_> is replaced by the file extension
• <_underscore_> is replaced by character "_"

See the examples for the file, Flower.idw, shown below.

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;"/>