1. Implementing Autodesk Inventor in Your Company MA405-1
Instructions:
Replace the text “Presentation Title Goes Here” with the name of your presentation.
Replace the text “First and Last Name” with your first and last name.
Replace the text “Presenters Title” with you professional title.
Dan Miles
INCAT Autodesk Practice Manager =
Blog Site = danmiles.blogs.com

2. Course Topics Upfront Decisions File and Folder Organization
Content Center and Standard Component Files
Engineering Data Folders
File Naming Standards
Inventor File iProperties Standards
Style and Standards Library
Template Files
Application Option Preferences
Project Files
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3. Course Survey Autodesk University 2007 Course #: MA405-1
Session Evaluation
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Course #: MA405-1
Course Name: Implementing Inventor
Speaker: Dan Miles
Your Badge #: ????

4. What Does Implementing Mean?
To me implementing means adopting new technology within a group in a repeatable and standardized way that delivers true measureable advantages.
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The quotes we would like to avoid.
“If I knew what I know now, I would have done it differently from the start.”
“Everyone works differently and it is hard to share things.”
“The system is not setup for our company.”
“We are always redoing the same things over and over.”

5. What is Not an Implementation
Using the software right out of the box.
Each user using the software differently.
Not leveraging all of the functions you could.
Not streamlining common tasks
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6. Course Overview
This class provides proven best practices for implementing Autodesk Inventor to ensure that you realize the benefits the solution offers.
Also ensure you are able to deploy the solution to a group of people or full company.
Provide a check list approach on several topics to help guide you through your implementation process.
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7. Elements of an Implementation
Upfront Decisions
File / Folder Organization
File Naming
Inventor File iProperties
Style and Standards Library
Template Files
Application Option Preferences
Project Files
Content Center
Instructions:
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8. Upfront Decisions Required
Before you begin your implementation you need to consider the following:
Project or Product Based Company
Drawing File Format
File (Data) Management Method
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9. Project or Product Based Company
Project Focused
Project focused engineering departments and companies generally receive their work from a customer. Most of the parts and assemblies created for the project are not reused across projects.
Product Focused
Product focused engineering departments and companies have their own products that they engineer, manufacture, and bring to market. Components are generally shared across products and standard components are treated as their own.
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10. Drawing File Format Autodesk Inventor 2008 Provides You a Choose.
Inventor “IDW” Format
Inventor IDW files are native to Autodesk Inventor only and were the only drawing files until release 2008.
Inventor “DWG” Format
With release 2008 you can now create and use AutoCAD DWG files within Autodesk Inventor.
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If you are just starting out I recommend using the DWG format.

11. File (Data) Management Method
Network File Folders
Standard Windows file folders is the most basic method.
Autodesk Vault / Productstream
Autodesk Vault comes with Inventor and you only need a basic server in place to get started.
Third Party Data Management Solution
Most companies choose one of these solutions if they are managing other non Autodesk files and connecting to other CAD or business systems.
Instructions:
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12. File / Folder Organization
There are several different categories of file folders you need to define:
General Folders
Content Center Files
Standard Component Files
Engineering Data Folders
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13. General Folders Design Data Styles library and other required files.
Templates
Inventor startup file templates
Catalog
iFeatures and Sheetmetal Punches
Preferences
XML Application Option Files
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14. Instructions:
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DEMO

15. Content Center & Std. Components
Network File Folders
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16. Content Center & Std. Components
Autodesk Vault / Productstream Environment
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17. Content Center & Std. Components
Autodesk Vault / Productstream Workspace
Option 1 – Local Folder
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Option 2 – Network Folder

18. Engineering Data Folders
Project Based
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Note: All of the folder names listed are just concepts and should be replaced with meaningful names within your organization.

19. Engineering Data Folders
Product Based
Instructions:
Edit the text fields accordingly. For the top text box, add the title for the slide. For the box underneath, add your supporting text and/or graphics.
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Note: All of the folder names listed are just concepts and should be replaced with meaningful names within your organization.

20. Instructions:
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DEMO

21. File Naming Overview
In most cases the files names follow your companies part numbering convention.
They may also contains some special characters for management of CAD only related files.
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22. File Naming Example: C-1034.ipt Sequential Generic Part Numbering
This is for product based companies or companies with design reuse across projects in most cases.
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Example: C-1034.ipt

23. File Naming Example: 4560-001366.ipt
Project Based Sequential Part Numbering
Example on how a project based part number convention can be implemented.
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Example: ipt

24. File Naming Example: 456-0234-01.ipt Weldment Sub Component Example
Example on how you might name a sub component of a weldment that is not assigned a part number.
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Example: ipt

25. Inventor File iProperties
Inventor file iProperties are property fields attached to a file. This is one of the most important items to ensure that everyone is following the same standards and filling them in on each file.
iProperties are used for the following items:
Parts Lists
Title Blocks
Sketch Symbols / Blocks
Balloons
Data Management File Searching
Instructions:
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26. Inventor File iProperty Guidelines
Use as many of the standard default iProperties.
Create custom iProperties as needed.
Add custom iProperties to your based template files.
Avoid using drawing iProperties for generic component information like description or part number.
If a component is reused across projects only store generic information on the model and have the project information within the drawing files.
Instructions:
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27. Instructions:
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DEMO

28. Style and Standard Library
Style libraries have two main purposes:
Part and Assembly Information
Centralize all of the shared information for parts and assembly files like colors, lighting, and materials. These items are connected live to the central mapped style library location.
Drawing Information
Manage and control all of the drawing (IDW and DWG) environment settings like layers, dimension styles, text styles, and etc.. These items are not connected live to the central mapped library and instead need to be manually updated within the files.
Instructions:
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29. Style and Standard Library
I recommend starting your own empty style library before you start creating your file templates.
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You can then populate the new library with all of the item you would like from the standard out of box library. I recommend only adding the standard colors, materials, and lighting items from the out of box library.

30. Instructions:
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DEMO

31. Template Files
Creating template files to be used within Inventor is one of my pet peeves. I take creating these files very serious and take great care in creating the perfect template. These are the files that start all other files so they will be used thousands of times if not more over a year or two.
I also recommend that every other release of Inventor take the time and recreate your template files from scratch.
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32. IPT, IAM, IPN Template Files
The main item you need to configure within your part, assembly, and presentation template files are iProperties.
Also with Inventor 2008 and older your sheetmetal styles are stored within the template files so you need to preset those also.
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Note: Inventor Professional may require a few additional template files.

33. Instructions:
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DEMO

34. Drawing Template Files
This is where all of the magic comes into play. Creating a good drawing template file can take some time but is well worth the investment. I recommend using the DWG file format for your custom drawing templates.
Instructions:
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35. Drawing Template Guidelines
Start with an empty file.
Creation Sequence
Styles and Standards Modify the text, leader, layers, and object defaults first
Title Block and Border Create border before title block Test several text values in your title blocks
Sketch Symbols and Blocks Create all required standard symbols / blocks
Test Everything
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36. Instructions:
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DEMO

37. Content Center
The current libraries within Autodesk Inventor contain hundreds of thousands of components. In most cases a company will not use all of the available items so only a small percentage of are used.
To help increase the performance and simplify the user interface I recommend creating your own company content center library. At first the library will be empty but you can add only what you need. This also provides a foundation for adding custom content.
Instructions:
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38. Project Files (Content Libraries)
Library configurations are managed through the Inventor Project Editor using the Configure Content Center Libraries command.
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Note: The fewer libraries actively searched by Content Center, the better the performance.

39. Project Files Instructions:
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40. Instructions:
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DEMO

41. Application Option Preferences
Autodesk Inventor 2008 allows you to import and export application options settings to an XML preferences files.
Store these is your “General” preferences folder.
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42. Instructions:
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DEMO

43. THANK YOU!!!!! Autodesk University 2007 Course #: MA405-1
Session Evaluation
Instructions:
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Course #: MA405-1
Course Name: Implementing Inventor
Speaker: Dan Miles
Your Badge #: ????