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Configuring User and Group Permissions in Autodesk Vault
Jan 22, 2026Solid Vault administration starts with clear and intentional access control. In this session, Donny Hayes from KETIV’s Data Management team walks through how to set up users, groups, and permissions in Autodesk Vault the right way—so your team has the access they need, and nothing they shouldn’t.
We’ll cover the fundamentals of user creation and authentication, then move into role assignments, group configuration, and how to use groups to manage lifecycle states and folder access. You’ll see where permissions actually live, how they interact, and how to avoid the common pitfalls that lead to security gaps and administrative headaches.
This session is perfect for Vault administrators, IT leads, engineering managers, and anyone responsible for keeping data secure and workflows running smoothly across Vault Professional, Vault Basic, or Vault Workgroup.
Walk away with a cleaner, more organized Vault environment—and a clear path to maintaining it.
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Autodesk Inventor Power-Hour
Nov 20, 2025We’re packing three of our most talked-about Autodesk Inventor sessions into one action-packed hour. Think of it as a greatest-hits set list for anyone who wants to draft faster, automate the repetitive work, and build smarter design tools inside Inventor.
Here’s what we’ll dig into:
EZ-UCS for Inventor
Stop wrestling with awkward workplanes and coordinate systems. This utility makes it dead simple to place and manage user coordinate systems exactly where you need them—no gymnastics required.Developing iLogic Add-ins
You’ve probably written iLogic rules. Now take the next step: build your own reusable add-ins so those rules become real tools your entire team can rely on.VSCode Snippet Templates for Automation
Say goodbye to re-typing the same logic over and over. We’ll show how to use snippet templates to build faster, cleaner, and more consistent automation from the jump.This is a fast-moving, practical session meant for Inventor power users, automation-curious engineers, and anyone who wants to spend less time clicking and more time designing. Walk away with tools, templates, and tactics you can put to work immediately.
Bring your coffee. We’ll handle the power.
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Installing Vault Pro Server and SQL
Nov 13, 2025It’s time to lay the groundwork for your PDM environment. In this combined session, Jose Paredes-Clara from KETIV’s Data Management team walks through the full setup process—from preparing your SQL Server instance to installing and configuring Autodesk Vault Professional.
We’ll start with the foundation: how to choose the right SQL Server edition, install a new instance (or upgrade an existing one), and make sure it’s tuned and ready for Vault. From there, we move into the full Vault Professional installation journey. You’ll see how to grab the installation media, run prerequisite checks, apply updates, create your first Vault, and deploy the Vault client to your users.
If you’re an IT admin, CAD manager, or anyone responsible for getting Vault up and running in your environment, this gives you the complete, start-to-finish workflow. No guesswork. No skipped steps. Just a straightforward walkthrough to get your Vault server installed correctly and confidently the first time.
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Autodesk PLM Workshop
Jan 08, 2026An immersive one-day event to allow companies to evaluate product data and lifecycle management. During the workshop, you’ll have an opportunity to network with current PLM customers and subject-matter experts. Learn how to set up your PLM project so that it meets requirements, gets funded, and achieves successful implementation.
Take your next step in your digital transformation journey at the Autodesk PLM Workshop.
Agenda
- 9:00 – 9:30 Welcome and kickoff
- 9:30 – 10:15 PLM User Success Story
- 10:15 – 10:30 BREAK
- 10:30 – 11:15 Executive Presentation
- 11:15 – 12:00 Digital Maturity Discussion and Industry Trends
- 12:00 – 1:00 Lunch and Tech Center Tour
- 1:00 – 2:30 Workshop Session
- Option 1: Executive Workshop – Preparing for a successful implementation project
- Option 2: Hands-on BOM & Change Management in Autodesk PLM
- 2:30 – 2:45 BREAK
- 2:45 – 4:00 Workshop Session Continued
- 4 PM Wrap-up and Networking Happy Hour
*An optional Day-2 Executive Experience is available upon request. See below for more info
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Automate Autodesk Vault with Categories and Item Lifecycles
Oct 23, 2025Get a practical walkthrough of how categories drive automation in Autodesk Vault. See how to auto assign lifecycles, revision schemes, and properties the moment files land in Vault, and when to use file workflows vs item workflows. You’ll leave knowing how to set rules that cut clicks, prevent mistakes, and keep engineering moving.
You’ll learn how to:
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Structure file and item categories to standardize metadata and behavior
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Auto assign lifecycles, revision schemes, and user defined properties on check in
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Build smart assignment rules using system properties like Provider and exclude visualization files
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Decide between file lifecycles and item lifecycles based on BOM needs
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Use items to view BOMs and quantities without opening CAD and watermarked drawings for clear communication
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Avoid conflicts by ensuring a file is governed by only one lifecycle and test rules safely with include dependents
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Enabling the Digital Thread: Product Data Exchange and Orchestration Across the Enterprise
Oct 16, 2025Disconnected systems slow everything down — from engineering change orders to customer deliveries. In this session, we’ll show you how to eliminate re-keying, reduce scrap, and get accurate product data where it’s needed across ERP, ECM, MES, and beyond. You’ll learn how KETIV DataBridge synchronizes Vault, Fusion Manage, and other tools to these core business systems so leadership gains real-time oversight, teams move faster, and customers get better service.
What you’ll learn:
- The hidden cost of information silos and manual handoffs
- How to create a true digital thread connecting engineering to the enterprise
- Real-world examples of DataBridge automating BOMs, files, and change processes
- Steps to modernize processes and boost profitability
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Configuring User Defined Properties and Property Compliance in Autodesk Vault
Oct 30, 2025Learn how to map properties and enforce property compliance in Autodesk Vault, step-by-step! Join Donny Hayes, data management application engineer at KETIV, as he walks you through how to link file properties with Vault metadata, configure mapping for AutoCAD and Inventor files, and apply compliance checks to ensure data consistency.
This video is part of our Mastering Autodesk Vault and Optimization series, perfect for Vault admins, CAD managers, and engineering teams looking to improve metadata accuracy and streamline file management.
In this video, you’ll learn:
What mapped properties are and why they matter in Autodesk Vault
How to configure property mapping for AutoCAD and Inventor files
Enabling and disabling property compliance enforcement
Troubleshooting common property mapping issues
Tips for maintaining consistent metadata across projects -
Configure Standard Library Folder Structure in Autodesk Vault
Oct 09, 2025Learn how to properly configure folder structures in Autodesk Vault and connect them with Autodesk Inventor for seamless collaboration and efficient design workflows. In this tutorial, Jose Parades-Clara from the KETIV Data Management team, walks you through creating standard and library folders, syncing working folders, and setting up Vault-compatible Inventor project files.
You’ll learn:
- The difference between standard folders and library folders in Vault
- How to structure your Vault environment for long-term use
- How to configure local working folders and enforce consistency
- How to create and map Inventor project files to your Vault folders
- Best practices for syncing Vault and Inventor environments
- How to ensure team-wide consistency with project file enforcement
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Creating and Managing Custom iLogic Snippets
Sep 18, 2025iLogic is a powerful tool inside Inventor that allows users to bring true intelligence into their designs. Autodesk already gives you a library of built-in snippets, but you are able to create your own custom snippets?
By building custom snippets you can speed up your coding, reuse proven logic across parts, assemblies, and drawings, and make your design process far more efficient.
In this session we will show you how to create your own snippets from scratch, how to manage them, and how to organize them into a personal library. You will learn how to work smarter, maintain consistency, and unlock the full potential of iLogic in your everyday design workflow.
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What’s New and Exciting in Autodesk Inventor 2026
Oct 02, 2025Join Marco Trinidad from KETIV and guest speaker Jim Byrne from Autodesk, for a guided look at what’s new in Autodesk Inventor 2026 and the 2026.1 release. See how customer-driven updates improve everyday workflows and make it easier to design, edit, and collaborate across teams.
You’ll learn about:
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Modernized part modeling and sheet metal tools
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Assembly updates including mirror, model states, and constraints
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New drawing and detailing options
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Revit and interoperability improvements
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Highlights from the Inventor 2026.1 release
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Turn Custom Conveyors and Material Handling Systems into Fast, Error-Free Builds
Sep 04, 2025Stop losing time and revenue to slow quotes, manual CAD updates, and constant rework. Your customers expect speed and accuracy—are your workflows keeping up?
Learn how to automate quoting, CAD creation, and BOM generation so your team can respond faster, eliminate costly errors, and get material handling and conveyor systems built without delays. Join us to see how automation turns every customer request into a ready-to-build design and accurate quote in a fraction of the time.
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How CAD, CPQ, ERP, and engineering workflows can be connected for faster, error-free delivery.
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How CAD models, drawings, and BOMs can be automated based on salesperson or customer configurations.
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How leading manufacturers cut quote cycles from weeks to days while reducing rework.
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The real ROI of end-to-end workflow automation in material handling and conveyor production.
By the end of this webinar, you’ll see a complete quote-to-fabrication workflow that eliminates redundant steps, accelerates customer response, and frees your engineering team to focus on innovation instead of repetitive tasks.
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Streamline Autodesk Vault Workflows with the Job Processor
Sep 25, 2025Join KETIV Application Engineer Donnie Hayes for a step-by-step walkthrough on automating your Autodesk Vault workflows with the Job Processor.
You’ll learn how to eliminate repetitive manual tasks like PDF creation, property synchronization, and lifecycle state changes so your team can focus on higher-value work. Learn how to install, configure, and connect Job Processor to your Vault environment, set up lifecycle-based automation, and manage job queues for maximum efficiency.
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KETIV Virtual Academy Vault
This extensive vault covers years of topics covered by the talented engineers and design professionals at KETIV Technologies. Follow us on social media to get the latest!