1. PL6164 Analyze That - Vault Reporting and Monitoring
Robert Stein
Data Management Implementation Consultant Team Lead

2. Class summary
As a CAD manager you realize the value of your data but you don't know how to get that data out of Vault software into a tangible format that you can share with others. You often have users, managers, or IT members asking you for reports on various aspects of Vault software. This session will help you to build reports using Vault software's built-in report functionality to extract data for the benefit of your user community. We will cover customizing out-of-the-box reports and creating from new to display all that rich data your users put into Vault software. We will also discuss some third-party tools that can help you with server monitoring and reporting so you can keep your vault running smoothly.

3. Your Instructors
Based in Novi, Michigan, Robert Stein works as a data management implementation consultant for Autodesk, Inc., focusing on data management. Prior to working for Autodesk, Robert worked as a designer, CAD manager, and consultant at a variety of companies. Robert has worked on a number of large-scale implementations and custom programming projects with Autodesk manufacturing products, including Inventor software, AutoCAD Electrical software, AutoCAD Mechanical software, and the Vault software family. Robert is in his eighth year as a presenter at Autodesk University.
Tim has worked in I.T. since 1982 and has operated his own company, NetWise Since 1994 offering consulting services as an systems engineer, solutions architect and systems integrator. He became involved with Autodesk in 2008 while optimizing workflows for Inventor/Vault integration into and ERP as well as selecting an FEA solution for a large Curtainwall customer. He is responsible for all things IT for his clients including management analysis, Business process analysis & acting as an HR recruiter. He is involved with system design, software/hardware selection and acquisition, implementation, training, and cross application development; acting as a facilitator between application vendors. Tim has recently joined the Autodesk team as a Data Management Implementation Consultant. He has attended AU since 2009 and has presented many classes on a variety of subjects including data management, implementation, IT, BIM & FEA.

4. Key learning objectives
At the end of this class, you will be able to:
Understand the reporting format
Understand tools for customizing
Understand what can be reported
Understand third party tools for server monitoring

5. Reporting Introduction
What does reporting mean to you?
Maybe it means getting lifecycle statuses out of Vault
Maybe it means getting a transmittal for closing down a project
Maybe it means a collection of data to provide to management on a specific project
Whatever it means to you, we hope that this class provides an introduction to what is possible with Vault reporting.

6. What types of reports are available in Vault?
Search reports
Project Dashboards
Data Mapping
Various ECO Reports
Various Item Reports
Various File reports
Custom Object Reports

7. Understand the reporting format

8. Microsoft Reporting Engine
Report Format
Microsoft Reporting Engine
RDLC format type
Basically XML language
Report Template Authoring Document (link in handout)
XML Schema contains
Formatting description for tables, charts, images, headers, footers, etc..
Data field definitions
Report parameters

9. Opening Tag = <rd:TypeName> Data = System.String
Report Format
XML File Elements
Opening Tag = <rd:TypeName>
Data = System.String
Closing Tag = </rd:TypeName>
Complete Element
<rd:TypeName>System.String</rd:TypeName>

11. REPORT FORMAT LIVE DEMO

12. Understand tools for customizing

13. Visual Studio 2008 Web Developer Report Template Authoring Utility
Tools for Customizing
Visual Studio 2008 Web Developer
Must be 2008
Report Template Authoring Utility
C:\Program Files\Autodesk\Vault Professional 2015\Explorer\ReportTemplateAuthoringUtility.exe
Altova XML Spy

14. CUSTOMIZING LIVE DEMO

15. Understand What can be reported

16. What can be reported User Defined Properties System Properties
Vault Name
Vault User Name
Vault Folder
Non Object Properties
Objects such as:
Files
Items
Folders
Custom Objects

17. Vault Reporting Summary
Overview of Vault Reporting
Overview of Reporting Format
Overview of Customizing Tools
Overview of What can be reported
Now it’s time to look at things from an IT perspective

18. Understand third party tools for server monitoring

20. LIVE DEMO

21. Key learning objectives
At the end of this class, you will be able to:
Understand the reporting format
Understand tools for customizing
Understand what can be reported
Understand third party tools for server monitoring

22. Please Fill Out Your Surveys
Make sure your voice is heard by completing your surveys! Please take the time to complete your survey for this and every class you attend at Autodesk University. Autodesk uses this information to know what classes to offer in the future.

23. Regularly monitored by Autodesk employees Vault discussion forum
Join The Discussion!
Autodesk customers and industry partners ask questions and share information about Autodesk products.
Regularly monitored by Autodesk employees
Vault discussion forum
Vault customization forum

24. Resources – Under the Hood
Autodesk Vault and Autodesk PLM 360
Brian Schanen and Michelle Stone
Great source of tips and tricks for Vault and PLM 360

25. Resources – Cracking The Vault
Autodesk Vault
Run by Autodesk Support employees
Great source for problem solving

26. Resources – It’s All Just Ones and Zeros
Blog for Vault API developers
Doug Redmond – Autodesk developer