How To Upload Template For Part Properties For A Party That Was Already Created In Solidworks

Office of the initial configuration required for full use of the Vault add-in for SolidWorks is belongings mapping, where SolidWorks file content is indexed for display, particular assignment, searching and editing in Vault.

The Vault add-in for SolidWorks supports two-way mapping of SolidWorks custom properties to user-defined properties. This aid provides flexibility for belongings mapping. Nevertheless, there are specific one-style property mappings you must set so that SolidWorks files are managed properly in Vault. These include:

Thumbnail mapping
File component mapping for BOM creation

You can too set upwardly custom mappings of SolidWorks file properties to Vault user-defined properties.

Set Up Thumbnail Mapping - Required

From the SolidWorks Tools menu, select Administration and Vault Settings.
On the Behaviors tab, click Properties.
In the Property Definitions list, select the Thumbnail property and click Edit.
In the Edit dialog box, select the Mapping tab and click Add.
From the belongings provider box, select SolidWorks.
If you have not yet loaded SolidWorks data into your Vault, select Import From File. Otherwise, select Import From Vault.
Navigate to a SolidWorks file to import.
When you select the file to import, you will run into the SolidWorks thumbnail belongings that you lot tin can map.
Click OK.

You lot should now be able to run across previews and thumbnail images of the file in Vault.

Set Up Component Mapping - Required

The Vault add-in for SolidWorks supports detail cosmos from SolidWorks CAD files, enabling you to create CAD-based bills of textile for use in downstream processes such equally ERP systems.

To enable correct BOM structure behaviors, you lot must map the SolidWorks file component blazon to the item type property.

From the SolidWorks Tools menu, select Administration and Vault Settings.
On the Behaviors tab, click Properties.
In the Property Definitions listing, select Type and click Edit.
In the Edit dialog box, select the Mapping tab and click Add.
From the property provider box, select SolidWorks.
Select Import From Vault to import the properties from a vaulted SolidWorks file.
Select the Component Type holding.
Click OK.

Similar with thumbnails, this belongings is read-merely when viewed from Vault. When you assign items, the expected CAD structures are created from SolidWorks models.

Gear up Custom Mappings

Later the two required property mappings are created, follow the same steps to map custom SolidWorks file backdrop to Vault user-divers properties; for example, the SolidWorks file number, description, revision, projection, etc. This enables users to meliorate search for and identify vaulted components.

You can make this mapping bi-directional so that you tin can edit SolidWorks custom properties from Vault.

Source: https://knowledge.autodesk.com/support/vault-products/learn-explore/caas/CloudHelp/cloudhelp/2018/ENU/Vault-Install/files/GUID-E6AEE20C-BAAB-4741-B752-1CC6E757C4A6-htm.html

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