Publish the PDF file automatically
Last updated
Last updated
Automatic file publishing allows publishing jobs to run without user intervention after a document’s state changes (e.g., from Work in Progress to Released). For this to happen, Publisher4VLT does not need to be installed on the client workstations.
Publisher4VLT's jobs expected to run after an entity's state changes must be specified in the lifecycle's state transition. In this case, the Flexible Release Process is used.
Add the Arkance.VaultPublisher.Inventor.Pdf
custom job to the Work in Progress -> Released transition of the Flexible Release Process lifecycle.
All available job names can be found in the Tools menu -> Publisher4VLT -> Configuration -> Publisher4VLT's Jobs (also see Disable/enable jobs or set a priority).
Confirm with the OK button twice, and Close the Lifecycle Definitions window and the Vault Settings window.
Right-mouse-click the IDW file and select Change State.
Change the Work in Progress state to Released. Click OK.
The State of files will be changed to Released and the Arkance.VaultPublisher.Inventor.Pdf job will be scheduled in the queue for every file whose state has changed to Released.
Only the IDW file will be processed to PDF. The rest of the jobs will be "discarded" because the files will not pass the internal file type check for the job.
Run the Autodesk Job Processor 20xx for Vault (the 'xx' corresponds to your installed Vault version), or utilize the Pause/Resume workflow. The publishing job will be processed.
Refresh the Vault client window.
A new version of the PDF file was created from the IDW drawing in the same location as the source file.
As in the last case, the PDF file was created (according to the publishing job configuration) with the revision included in the file name (nothing has changed), within the Engineering category (nothing has changed), and the State was synchronized to the Released state to match the source IDW's state.
If we check the Job Server Queue, there is an error message stating that it was not possible to upload the published files to Vault because inadequate permissions.
In the source IDW file History tab, we can see that the PDF file was not attached to the IDW source. Once it was Released to manufacturing, it was locked in the lifecycle, which prevented the PDF file from being attached.
In this example, we will resolve the publishing error by disabling state-based security for the Released state. Before that, we will perform the Lifecycle State Change Roll Back.
Select all locked and Released files (including the PDF file).
From the Actions menu, select Roll Back Lifecycle State Change.
Click Yes in the window.
All files will revert to the Work in Progress state.
For the Released state of the Flexible Release Process lifecycle, on the Security tab, check the No state-based security option.
Click Apply, OK, and close the settings windows.
Right-mouse-click the IDW file and select Change State.
Change the Work in Progress state to Released. Click OK.
Run the Autodesk Job Processor 20xx for Vault (the 'xx' corresponds to your installed Vault version), or utilize the Pause/Resume workflow. The publishing job will be processed.
Refresh the Vault client window.
A new version of the PDF file was created from the IDW drawing in the same location as the source file.
After modifying the lifecycle settings, the files are no longer locked, allowing the correct attachment of the PDF file to the source IDW file.