The job processor can run in the background on any of the CAD PCs or run on a separate PC. The workstation requires a license of Vault, also DWG TrueView and Inventor must be installed but do not require a license. The job processor is a separate application from Vault and requires at least one workstation to be running the application to service a queue managed by the Vault server. Create category rule to identify PDF files for category type assignment. Create new category for PDF files (assign lifecycle definition, revision scheme).ī. Assign PDF files within Vault to specific file category:Ī. Create new lifecycle definition to control PDF file state control and security.ģ. Edit current lifecycle definition being used and set transition action from ‘Work in Progress’ to ‘Released’ to include PDF generation action.Ģ. Edit lifecycle definitions (Tools > Administration > Vault Settings > Behaviours Tab).ī. Setup current lifecycle definition to include action for PDF generation (Administrator user required)Ī. Let’s take a look at an example setup below:ġ. Further security can also be applied to only allow users to view the PDF within Vault rather than download the file (this functionality is only available in Vault 2021 versions). The generated PDF’s can have stated-based security applied to the files to ensure specific Vault users can only access this type of file format. This ensures all Vault property changes are reflected on the drawing. The process requires little input from the user as most of the process is handled automatically via the Job Processor, which will run the associated tasks from the job queue such as updating properties and visualisation files. Vault has this process built-in within the core functionality of the product (Workgroup and Professional only).
This process is inefficient and can lead to errors where the revision of the drawing and PDF are not the same. Most CAD users will be following the process of creating the PDF, adding the PDF to Vault and potentiality associating the PDF to the relevant drawing.
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