- 01 Pre/Core Installation
- 02 Users & Groups
- 03 Category Definition
- 04 Part Nums & ECOs
- 05 Job Processor
- 06 Library Setup
- 07 Testing & Validation
Preparing and Installing Autodesk Vault
.01
Planning Your Autodesk Vault
Kick off your Autodesk Vault Professional (or Vault Basic/Workgroup) deployment with a structured requirement gathering session. In this tutorial, Donnie Hayes from KETIV Technologies demonstrates how to use our Assessment & Workflow Mapping worksheet to capture folder structures, roles, lifecycles, revision schemes, categories, properties, numbering schemes, and more. Follow along as we translate your product design and engineering processes into a clear Vault configuration roadmap.
.02
Installing Microsoft SQL
Time to get your Autodesk Vault database backend ready! In this tutorial, KETIV’s Jose Paredes‑Clara walks you through choosing the right SQL Server edition, installing a new SQL instance, and upgrading an existing one, all essential steps before your Vault Professional or Vault Basic setup. Follow along to ensure your Vault Server has a rock‑solid SQL database foundation.
.03
Installing Vault Professional Server
Get your Autodesk Vault Professional 2025 server up and running with this step‑by‑step installation guide. In this video, we’ll cover everything from downloading the installation media and running prerequisite checks to applying updates, creating your first Vault, and deploying the Vault Professional client. Perfect for IT admins and CAD managers preparing a fresh Windows Server environment.
.04
Setting Up Vault Backups
Learn how to configure Autodesk Vault backups for Vault Professional, Basic, or Workgroup in just a few simple steps. In this tutorial, KETIV’s Application Engineer shows you how to:
- Set up cascading backup folders
- Write a batch script that closes Vault sessions, rotates backups, and invokes the Autodesk Data Management Server Console
- Convert your script to a .bat file
- Schedule automated backups with Windows Task Scheduler
Category Definition
.01
Autodesk Vault Lifecycle Configuration
Kick off your Vault Professional rollout with a rock‑solid lifecycle and revision scheme configuration! In this tutorial, Jose Parades-Clara from KETIV Technologies walks you through every step, from copying an out‑of‑the‑box lifecycle to defining states, mapping transitions, enforcing security, and automating revision bumps. Follow along and turn your Autodesk Vault into a well‑oiled data management machine.