Key details

Autodesk Vault is a data management tool that integrates with design applications such as Inventor and AutoCAD, enabling teams to collaborate and share designs, working from a central source of organised data.

This course is ideal for end users of Inventor or AutoCAD who work with and manage their files in Vault Basic or Vault Professional.

Sessions typically include:

• Getting started with Autodesk Vault.
• Vault server and folder setup.
• Working with files – adding files to the Vault, retrieving and opening files, checking files out and in, previous versions.
• Application-specific practices – Inventor / AutoCAD / non-CAD (MS Office) files.
• Searching the Vault.
• Common Vault tasks – managing data, copy design, sharing files, revisions, markups, getting previous versions, categories and lifecycles.
• Generating Bills of Materials (BoMs).

Vault is flexible, and we adapt the training we provide to reflect the version of Vault you use, your configuration, the design software you use, e.g. Inventor or AutoCAD, and the specific outcomes you’re looking to achieve. We arrange for you to have a conversation with our instructor beforehand to discuss this.

So, whilst we have a standard syllabus, this is very much a list of topics typically covered rather than a rigid syllabus. We don’t necessarily cover them all, and additional topics can be included if requested.

Some administration features are covered where it supports the end user’s understanding. A separate course is available for Administrators; see Vault Administrator’s training for details.

Vault End User training is arranged on-request, i.e. one-to-one training or a ‘closed course’ for your group. Your training can be tailored to take into account any existing knowledge you have, and the work you’re going to be doing.

Accredited Vault training

Armada is an Autodesk Authorised Training Centre (ATC), accredited to provide training in Vault.

Courses are hosted by Autodesk Certified Instructors with expert knowledge of the application. See Expert trainers.

How will I learn?

Vault training is hands-on and practical.

Our trainers teach the necessary theory then demonstrate techniques step-by-step. You then practice the techniques taught on a computer running Vault.

There is plenty of time to ask questions, and you can take away all the files you create.

Vault training guide and certificate

Course delegates receive:

• A comprehensive training guide for Vault, to refer to throughout the course, and to use as a refresher afterwards.
• An e-certificate confirming successful completion of an accredited Vault training course.

After course support

Following Vault training, delegates are entitled to 30 days’ email support from their Vault trainer to help with any post-course issues. For further details, see Support.

Prerequisites

Delegates should have a basic working knowledge of the CAD application you use, i.e. Inventor or AutoCAD.

Vault version

Training can be based on any recent version of Vault Basic or Vault Professional.

General information

Payment

Payment for Vault End User training can be made by:

• Bank transfer. Please call 01527 834783 for our bank details.
• Card. Visa, Mastercard and American Express cards accepted. Payment can be made securely online or over the phone. Armada doesn’t record or store your card details.
• Buy now pay later. Available for private bookings; pay in 4 x interest-free fortnightly instalments. Facility provided by Clearpay. For details, see Clearpay terms of service.

Purchase orders

We accept purchase orders from UK registered companies with turnover in excess of £1m, and public sector organisations

Accommodation

See Accommodation local to our training centres.

Cancellations and postponements

If an on-request Vault End User course booking is cancelled giving less than 20 working days’ notice, a cancellation fee is payable. View cancellation terms.

If an on-request Vault End User course booking is postponed giving less than 20 working days’ notice, a postponement fee is payable. View postponement terms.

Terms and conditions

Expert trainers

Vault End User training courses are hosted by:

• John Billyard
• Marnus van Staden

John Billyard

John has used CAD software for over 35 years, providing high quality engineering and architectural designs to a wide range of clients

He has provided training in the applications he uses for a similar length of time, and for the last 15 years, has been commissioned directly by Autodesk to provide consulting and training services to their corporate client base.

John hosts courses in various Autodesk applications including AutoCAD, Fusion, Inventor and Vault. He also trains Dassault Systèmes’ SolidWorks, Trimble SketchUp and Epic Games’ Twinmotion.

He takes pride in keeping pace with the latest industry design tools and technologies; enabling him to meet the challenges and demands of an ever changing working environment.

Marnus van Staden

Marnus van Staden is an experienced professional with over a decade of expertise in Autodesk software instruction and consulting. With a strong civil engineering background, Marnus has contributed to many projects including railways, bridges, commercial and residential buildings, and complex steel and concrete structures.

As an instructor, Marnus has spent 10 years helping clients gain confidence in using Autodesk tools like AutoCAD, AutoCAD Electrical, Civil 3D, Revit, Navisworks, Infraworks, Inventor, Vault and BIM 360, creating customised instruction programs for a diverse range of industries.

Known for his practical, hands-on approach, Marnus offers a first-class experience to individuals and organisations looking to elevate their Autodesk skills and project efficiency.

Marnus continues to work as an Autodesk consultant, advising clients on best practices and tailored solutions to boost productivity and project outcomes.

Course content

Getting Started with Autodesk Vault

• What is Autodesk Vault?
• Autodesk Vault Features
• About this course
• Accessing Vault
  – Vault Client
  – Logging In to the Vault Client
  – Vault Add-in
  – Logging In to the Vault Add-in

• The Vault User Interface
  – Vault Basic UI
  – Vault Professional UI

• Menus
• Toolbars
• Navigation Pane

Vault Server and Folder Setup

• Vault File Store and the Working Folder
• Setting the Working Folder
• Inventor – Single Vault Project Strategy
• Initial Vault Environment Setup
• Vault Folder Structure Setup

Working with Files – General Techniques

• Adding Files to the Vault
• Getting Vault Files
• Opening Vault Files
• Checking Out Files
• Checking In Files
• File Status
• Previous Versions

Working with Autodesk Inventor Files

• Adding Inventor files to the Vault
• Inventor Add-in Vault Browser
• Opening and Placing Vault Files in Inventor
• Modifying an Inventor Design
• Releasing an Inventor Design

Working with AutoCAD Files

• Adding AutoCAD files to the Vault
• Opening and Attaching Vault Files in AutoCAD
• AutoCAD Add-in Xrefs Palette
• Modifying an AutoCAD Design
• Releasing an AutoCAD Design

Working with non-CAD (Microsoft Office) Files

Searching the Vault

• Search Methods – Tokens, Wildcard and Boolean
• Performing a Search
  – Quick Search
  – Advanced Search

• Saving a Search

Common Vault Tasks

• Managing Data in the Vault
• Copy Design
• Sharing Vault data
• Revisions
  – Revising a Single File or Item using the Vault Client
  – Revising Multiple Files or Items using the Vault Client
  – Revising a Single File using the AutoCAD Vault Add-in / Inventor Vault Add-in

• Markups
• Getting previous versions
• Categories
  – Changing a category using the Vault client / AutoCAD Add-In / Inventor Add-In

• Lifecycle
  – Changing the Lifecycle State of an Object using the Vault Client / AutoCAD Add-in / Inventor Add-in

Generating Bills of Materials (BoMs)

• Introduction to Bills of Materials
• Generating Bills of Materials