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 ).
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 of 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 modifying the user permissions for the Released state. Before that, we will switch the lifecycle state of the Inventor files back to the Work in Progress state.
Right-mouse-click the IDW file and select Change State.
Change the Released state to Work in Progress. Click OK.
The State of files will be changed to Work in Progress and the Revision will be increased to B.
For the Released state of the Flexible Release Process lifecycle, on the Security tab, do the following:
Modify the Everyone's permission so that the Modify and Delete columns remain empty (Blank).
Add the Administrator to the list and select Allow in all four columns.
Click Apply, OK, and close the settings windows.
The above steps will prevent the files from locking in the Released state if the Administrator account is used to process the publishing jobs (Job Processor).
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 revision (B) 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.
