© 2012 Autodesk Have a tablet? The handout is available for iBooks, Kindle, and Adliko

© 2012 Autodesk PL2836 Do-It-Yourself Autodesk Vault with Custom Objects Adam Luttenbacher - Sr. User Experience Designer Mikel Martin – Sr. User Experience Designer

© 2012 Autodesk Class Summary Your company has specific requirements that revolve around a specific type of data. That data is used in ways that are unconventional relative to the defined set of features in Vault. While some users may choose to use the conventional features in Vault to meet their needs, you need the ability to clearly separate these data sets and workflows to meet the requirements. Custom objects provide a do-it-yourself way to simply and easily define a new Vault object that is completely user-interface driven and tightly integrated with the existing set of Vault functionality.

© 2012 Autodesk Learning Objectives At the end of this class, you will be able to:  Create and edit custom object definitions  Assign behaviors and properties to custom object instances  Control your new data types through security and lifecycle management  Access the custom objects from your Vault projects

© 2012 Autodesk What is a Custom Object Answer: Anything you want it to be!

© 2012 Autodesk Dan Designer  Lead designer  Uses full set of Vault functionality to meet business needs Mike Manager  CAD manager  Vault administrator

© 2012 Autodesk “Mike, you’ve done such a great job creating custom features for our CAD applications in the past. I was hoping you can help us customize our Vault. I would like to manage our customers information where we keep everything else….in the Vault.” “That’s a tall order, Dan. I’ll look into it and see what I can do” “I think I can solve that problem pretty easily… A custom object can be anything I wonder if I could just create a custom object called ‘Customer’ and let the Vault do the rest

© 2012 Autodesk What is a Custom Object

© 2012 Autodesk Custom Objects New object type in Vault  Files  Folders  Items  Change Orders  Custom Objects Available in Vault Professional 2013

© 2012 Autodesk Custom Objects Defined through the administration interface  Administrator can choose appearance and function  No development skills required Deep integration with Vault features  Main interface  Categories  Lifecycle definitions  User Defined Properties  Security  Vault add-ins

© 2012 Autodesk Custom Objects Link to your Custom Objects  Items  ECO  Files  Folders  Custom Objects Do EVEN MORE with Vault APIs

© 2012 Autodesk Custom Object Terminology Custom Object Definition  The type of object Custom Object Instance  Each instance of the custom object

© 2012 Autodesk Custom Object Terminology Definition Instance Definition

© 2012 Autodesk Do-It-Yourself

© 2012 Autodesk Create a Custom Object Definition 3 Requirements 1. Name  Must be unique  Provide plural form 2. Icon  ICO file required  Default available 3. Security  Applies to all instances of the definition

© 2012 Autodesk Edit and Delete A Custom Object Definition Live editing  Name and icon edits  Security edits are immediate Deleting  Administrator can delete a Custom Object Definition  Restriction: There cannot be an instance of the definition in the Vault

© 2012 Autodesk Create a Custom Object Instance Create a new custom object instance  New command available by default  New tools available to replace the new command

© 2012 Autodesk Demo

© 2012 Autodesk Integrate Your Objects

© 2012 Autodesk Integrated with the Vault Interface New master tabs Main Grid and Preview Pane Commands  New  Move  Rename  Delete  Search  Security

© 2012 Autodesk Integrate with Vault Admin Behaviors Category Definitions Lifecycle Definitions Property Definitions

© 2012 Autodesk Integrate with Vault User Behaviors Change category Edit Properties Change State

© 2012 Autodesk Demo

© 2012 Autodesk Dan Designer  Lead designer  Uses full set of Vault functionality to meet business needs Mike Manager  CAD manager  Vault administrator

© 2012 Autodesk “That looks great, Mike! Having that customer’s data integrated into the Vault is awesome. But what would be even better is if I could associate that data to all of our files and projects. How hard would that be to code?“ “That looks great, Mike! Having that customer’s data integrated into the Vault is awesome. But what would be even better is if I could associate that data to all of our files and projects. How hard would that be to code?“ “Good news! I read your mind and it’s done already.” “You’re a genius!” Hint: Mike didn’t write any code. It was already done for him!

© 2012 Autodesk Integrate with Vault Projects Link custom objects into a project Link a project into the custom objects

© 2012 Autodesk Integrate with Vault Add-ins Add-in Integration  Access custom objects linked to your project  View data linked to the custom object

© 2012 Autodesk Demo

© 2012 Autodesk Control Your Custom Objects

© 2012 Autodesk Custom Object Security Role-based  Custom Object Consumer  Custom Object Edit (level 1 & 2)  Custom Object Manager (level 1 & 2) Definition-based  Applies to all instances of the definition Instance-based  Security override for each instance of the definition

© 2012 Autodesk D.E.C.O. - Design Editor for Custom Objects Note: D.E.C.O. is not installed with the product

© 2012 Autodesk D.E.C.O. Create your own custom dialogs  Build your own dialogs for Custom Objects Use for:  Replace the New command  An Edit command  A View tab No coding required

© 2012 Autodesk Demo

© 2012 Autodesk

Beyond UI Programming Custom Objects with the Autodesk® Vault API

© 2012 Autodesk CP Programming Custom Objects with the Autodesk® Vault API

© 2012 Autodesk Please Fill Out Your Class Survey.

© 2012 Autodesk User Research and Feedback Give me your business card or me:

© 2012 Autodesk Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.