Shortcuts in Vault - A Road Often Missed

“I took the road less traveled by, and that has made all the difference.”

Robert Frost

Shortcuts in Autodesk Vault is a tool many times overlooked by all of us. For those of us using Vault for a while, it lacks the flashiness of a 'Copy Design' or 'Where Used' option.

But what it does have is the trusty reliability of a tool that makes life just a little easier, day in , day out.

And that's something that should never be taken for granted!

What is it about something as simple as a shortcut that makes it so wonderful?

Today, I'm going to start with a jig that many who've followed this blog have seen before.

The good ol' jig, rendered in Autodesk Showcase
(click to enlarge)

Naturally, I keep this project in Vault, but it's a few folders down, beneath the project that uses it.

Digging down... down... down... down...
An inside joke for those who've listened to the B-52s.
(click to enlarge)

It's not a big deal to dig into the folders, whether browsing in Vault, or opening from Vault in Inventor.

Open from Vault
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But it does have that 'nag factor'. Sometimes you click on the wrong folder and go down the wrong path. You might forget exactly which folder the file is in if you haven't been there in a while.

While it's true that Vault provides the tools that help you find the file, it also provides a tool that eliminates the need to have to go searching for the file.

That tool is a shortcut. And all you have to do is right click on the file or folder in either Vault Explorer, or the Open from Vault window in Inventor.

You'll be shown the option to create the folder.

The Create Shortcut option in the Open from Vault screen in Inventor
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The Create Shortcut tool in Vault Explorer
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And what does this do? You now have a shortcut in both Vault Explorer, and the Open from Vault tool in Inventor!

The shortcut created in Inventor's 'Open from Vault' tool
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The same shortcut created in Vault Explorer
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Now you can use the shortcut to jump right down to the file, instead of browsing through all those folders.

You can have as many shortcuts as you want, and if you right click on the shortcut in Inventor or in Vault, you can rename, or delete it completely, so you can always make sure you have easy to find shortcuts, and only the shortcuts you need.

Right click to edit the shortcut in the Inventor Open from Vault screen
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One more time, right click to edit inside Vault Explorer
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And that's it. Like the rugged lineman that gives the quarterback time to find an open receiver, the shortcut tool is often overlooked and doesn't always get the credit, or utilization it deserves.

If you're using Vault, take a look at it. It can be a great addition to your box of tools!

Vanishing Constriants, and 'What Gives?"

“There is no such thing as a failed experiment, only experiments with unexpected outcomes”
Richard Buckminster Fuller

Since Inventor R2010 has been introduced, I sometimes see this bout of 'unexpected behavior' pop up.

Have you ever created a sketch, watch the constraints seemingly place, but after completing the sketch, suddenly had your sketch move around again as if the constraints never existed?

It's almost always caused by the inadvertent turning off of constraint persistence. Fixing it is really simple.

Of course all you have to do is know where to look.

See the attached video for a fix.

Enjoy!

The Only Constant is Change - 3D Content that USED to Disappoint Me

“The key to success is often the ability to adapt”
Anonymous

This blog post is somewhat anecdotal, but also was the story of a lesson learned. By me.

I'm working on updating my Interoperability class from the Autodesk Manufacturing Academy, and was looking for some broken files in either IGES or STEP format that I could use as examples of how to stitch bad data.

First, I went to McMaster Carr. I remember using the 'big yellow book' in industry years ago. They had very few CAD downloads, and what they had was pretty ugly.

It was exactly what I was looking for, bad CAD files!

I had heard they'd improved their CAD files since those long past days. But how much could they really have improved it?

So off I go to McMaster's website, confident that I'll find some sort of IGES file in a dreadful format.

I quickly find an eyebolt with a CAD download button. They have several file types, most of which I can import. IGES is usually the one that gives me the most trouble, with STEP causing the occasional problem, so I try them both.

Screen capture of McMaster Carr's catalog
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The result makes my jaw drop. Both files import flawlessly. Even the troublesome IGES file stitches with minimal effort.

One eyebolt. Imported in seconds!
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I try a couple more files. After all, this one has to be a fluke.

Sure enough. Flawless victory. All the files I try are usable with little or no effort.

Okay. I shake off the shock and go to plan 'B'.

Carr Lane. I hated their site back in the day. Surely their content is still awful!

They have a page that lets you search for CAD files by part number. I download a couple of STEP and IGES files from them.

How about a toggle clamp, Scarecrow?
(click to enlarge)

All but one IGES file are just like McMaster Carr's. Perfect import.

Imported, not a single hitch!
(click to enlarge)

The one 'bad part' was an IGES file that wouldn't stitch because of bad surfaces in the Carr Lane logo. Unfortunately, it was such a mess that it would have taken way too long to fix.

But I'll give Carr Lane credit where they deserve it. The step version of this file was another perfect import. If I was using this in the real world, I'd have used that format instead. That's one of the reasons multiple formats are available. So I don't feel I can fairly ding them for that.

So what's the moral of my little story? There's actually two.

One: Vendors providing 3D files is becoming more and more common all the time. Vendors see that there's value in it, and that's good for the designers out there. If you plan on using the part from a vendor, check their site before you build your own version. They may already have a model of that component available for download. Save yourself the work!

Two: Websites change and get updated. I used to poke fun at the Carr Lane website to the point where I'm sure some poor content developers ears burned incessantly.

But I have take my mockery of their site and put it in the archives now. While nobody from Carr Lane called me. they along with companies like McMaster Carr, have obviously been listening to their customers, and forced me to eat a little crow.

The websites are vastly improved over what they've been in the past.

Learn from my mistakes. Just because the site was underwhelming the first time you checked, doesn't mean it hasn't gone through some improvements since them.

Give them a double check from time to time, and ask around. Things change, and you might be missing something!

I sure did!

What You Associate Yourself With - Associating a Sketch to A Drawing View

Video Killed the Radio Star
The Buggles

I spent a big part of my weekend fighting a cold, so I wasn't feeling up to blogging (why is it we get sick on the WEEKEND?!?).

But, here's a video I created for the KETIV Tech Tips section on the KETIV website.

Check it out here. I hope you enjoy it!

And look for me at the AUGI CAD Camp in San Diego! I get to attend this year, and I'm really excited about it!

Pacific Design and Manufacturing Show - The End

Final thoughts are so, you know, final. Let's call them closing words.
Craig Armstrong

Yesterday, the 2010 the Pacific Design and Manufacturing show drew to a close.

The show was good, but I w0uld definitely say that, I felt a different 'vibe' this year. At least that's my humble opinion.

In 2008, everything was good. The economy was growing, and everyone was riding the crest of the wave.

In 2009, the economy was slumping, and it seeme, everyone attending the show looked like they'd had to put their favorite pet to sleep that morning. It was more than a little disheartening.

Now in 2010, the energy appears to be coming back a bit. Granted, it wasn't at the 2008 levels, but it was better. Everyone seemed more upbeat and things were happening again.

Hopefully, these are signs of things to come!

Traffic at the Autodesk booth was solid. There was a lot of interest, I know that I answered a lot of questions on Autodesk Showcase, Autodesk Inventor, Autodesk Labs, and my 3DConnexion Space Pilot.

Working for a Living
Demo at the Autodesk Booth
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My SpacePilot Pro. Autodesk was giving one away!
But not THIS one.
It's mine. My preciousssss.
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As for the cool stuff. It's always hard to run around at the show, simply because of my responsibilities at the Autodesk booth.

But I've always been a fan of the Rapid Prototyping companies, since the technology flat out amazes me. I used to work for a company that had one. It still fascinates me.

Objet and Purple Platypus (the local Objet reseller) were there, showing their tech. It amazes me that the tolerances on these machines are getting down into the fourth decimal now.

A sample Object part
It's the head off an RC engine
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Josh Murray at the Purple Platypus booth
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The Objet booth
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Back when I was in industry, our old SLA machine could only get to about .005 inches on a really good day!

Quickparts was there, just like they have been for the last 5 years I've been going myself. This is a service bureau I wish I'd known about when I was in industry! Not only can they make rapid prototyped parts, they can do it with a ton of different processes too!

I didn't get a chance to snap a picture of the booth, but they did give me a cool Rubik's cube, good for one trip down 80's memory lane!

I never could solve these things.
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Finally, I spoke with the team at Protomold, who specialize in quickly creating short run molds and machine parts.

I got the cool 'box' I call it. It's a clever little plastic box that shows some common good and not-so-good practices with creating plastic parts.

The Protomold 'box'.
You can request one from the Protomold website.
(click to enlarge)

Those are the highlights, at least for now!

The show was fun, educational, and a little tiring too. I'll definitely be catching up on some sleep this weekend!

Pacific Design and Manufacturing Show - Day 1

“Laughter and tears are both responses to frustration and exhaustion . . . . I myself prefer to laugh, since there is less cleaning up to do afterward.”

Kurt Vonnegut, Jr

The good news, I was able to get some material put together. The bad news. I found out I had the wrong data set for my presentation tomorrow. So, I'm cramming the new data set, and reliving my college days.

Trust me. The memories of those late nights in school are way better than the reality today.

But I didn't want to leave blog-o-sphere short of an update.

Here's a video I shot of some of the Fanuc robots doing their thing.

Sorry, the video is raw, so you'll have to forgive the people walking in front of the camera. I'm afraid I didn't get a chance to edit them!

In any case. Here it is! More to come tomorrow, if I'm not prepping something else!

Off to PDMS I go! The Pacific Design and Manufacturing Show

Great is the road I climb, but the garland offered by an easier effort is not worth the gathering”

Propertius

Tomorrow I head off to walk the Pacific Design and Manufacturing Show in Anaheim. I've decided to try a couple of new things this year. I've linked my Twitter account to my blog (see the bottom of the page), and I'm going to carry my trusty Blackberry (for mobile updates) and my aging Kodak digital camera.

My plan is to post some mobile updates from the show. It's a new thing for me, so we'll see how it goes.

Ideally, look for some updates as I check out some cool tech tomrrow!

At worst, look for the blog explaining why I won't do this again. :-)

I'm definitely hoping for the first result.

Wednesday and Thurday, you'll find me working the Autodesk team at the booth. If you get a chance and find yourself at the show. Swing by booth and say 3609 hi!

Whats Wrong with My Environment? - Part 2

“Nothing helps scenery like ham and eggs.”

Mark Twain

As promised. Here's part 2 of creating an environment inside of Autodesk Showcase. What's the biggest lesson I've learned so far? There's a TON still left to learn!

But that doesn't mean I can't share what I've learned so far.

So in the last Showcase blog post, I talked about where to get environments. Now, what to do once we have them.

So first, I've downloaded a *.hdr image from the Alias Design website. In this case, I've grabbed the 'Daylit Gypsumcrater' *file. You'll find them in 'Environments' under the 'Downloads section.

First, the Image
(click to enlarge)

Once downloaded, now we switch gears and jump into Showcase. First, we get our scene open.

Our Car in its Natural Environment
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But, today it's about creating a new environment, so now, we have to go to the 'Scene' pulldown, and activate our Environments menu.

Accessing our Environments
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Now. click the 'Create' button to load up our environment

Finally, the Fun Part!
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Showcase will ask you if this is a Backplate Environment(a flat environment) or a Geometric Environment (a 3D Environment). In this case, I'm using a Geometric Environment.

What Type of Environment do we want?
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Now, we bring in our *.hdr file. Shown in the screen capture below.

(Click to Enlarge)

Now we can finally adjust our Environment. There's a lot going on here, and yes, I'm definitely still learning a lot here myself. I can say that I've adjusted exposure most often, since this adjust how bright an environment will appear.

If your not sure, just take the defaults go from there. You can always go back and adjust!

The Help button is definitely your friend for reference. I'll definitely post more tricks as I learn.

The Create Environment Adjustment screen
(Click to Enlarge)

Once you've made your adjustments, hit create, and Showcase will crank for a bit as it creates the environment.

The Car in a Whole New World
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So these are the steps to create the environment. You'll even notice the new button (named 'Generic' by default) attached to the environments tree.

Of course, there's a good chance you may want to go back and make adjustments. In this case, right click on the newly created environment and choose properties.

Now, we can 'tweak' our enviroment
(Click to Enlarge)

There's a lot going in here as well, so for this part, I've shown two common areas that I change. First, is the name. The second, is the shape of the dome. The dome shape can affect the look of the environment. I definitely suggest trying different dome shapes to get the best one. This will vary based on how the *.hdr file is used.

Even MORE Adjustments You Can Make!
(Click to Enlarge)

Finally, the result!

(Click to Enlarge)

One last note. Right click on the new environment, and you can save it to your library. This makes it available for future scenes, and saves you the trouble of having to repeat these steps unnecessarily!

Time to Save This For Later!
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Whew! There's a lot going on, and I didn't go into all the details. But it's definitely a start. And as I start learning more, I'll start posting the tricks!

As for what's next? I'll be at the Pacific Design and Manufacturing Show in Anaheim next week helping out at the Autodesk booth. So if you're at the show, come by booth 3609 and say hi!

What Wrong with My Environment?!? - Autodesk Showcase

“One of the Internet's strengths is its ability to help consumers find the right needle in a digital haystack of data.”

Jared Sandberg

If you've been paying attention, I've not been as good about Sunday night blogging. This week is no exception. I spent my Saturday at Planes of Fame being a volunteer museum guide.

Planes of Fame's two P-51 Mustangs. They both flew Saturday.
There's nothing quite like the sound of a Merlin engine purring.
(click to enlarge)

Sunday, I hiked to the vernal pools in Murrieta, which only fill with water during the rains.

Unfortunately, due to teh conditions, we couldn't get much closer.
(Click to enlarge)

Needless to say, Sunday night, I was more about an early bedtime then a blog post. But, at last, here we go!

Today, I'm going to talk about environments in Autodesk Showcase.

Environments in Showcase are something I've not worked with for one reason and one reason only.

I've never gotten around to it. (I say this with a sheepish grin).

But twice last week, I was asked by two different users where to find environments, and how to bring them in.

Granted, this isn't the first time it's come up. But I finally told myself that I was going to take the opportunity to blog this information.

So first of all, what is an environment?

An environment is, essentially, the scenery behind your model. For example, if the P-51s in the picture above were the models I was showing, the hangar and airfield could be considered my environment.

The environment is made of a High Dynamic Range image (HDR), which can be either flat (called a backplate) or three dimensional (such as cylindrical or spherical).

An example of a car in an enviroment
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An example of the same car, showing the extents of it's environment.
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So now that we know WHAT an environment is, where can I get some.

There are some that are included with Showcase, and those can get you pretty far, but you also may reach a point where you'd like a few more options.

One thing is for sure, I don't have the complete, definitive list. But here's some places that I've either had recommended to me, or I've used personally.

Alias Design - Registration is free, and they have a nice selection of free environments that you can download. The environments are also free.

HDR Mill - They have a small free sample section, and you can purchase images from HDR Mill at fairly reasonable prices. I've used them before, and liked the results. If I was in the market for some new environments, I'd definitely consider them.

Dosch Design - One big disclaimer, I've not used this personally, so I don't feel I can truly recommend them. At about $150 USD for around 30 images. They're a bit rich for my blood, since I just haven't run into a place where I need that many environments. But that being said. I have seen them recommended consistently by several users, and several sites. So I went ahead and gave them a shout out.

With that being said, should I want to have an arsenal of environments at my disposal, I would be willing to try them, based on the recommendations I've received.

So there's where to get some environments. Importing them into Showcase is not that difficult, but there are always tricks.

Don't worry, I'm not going to abandon you. My next post will be taking an environment, and importing it into Showcase.

But for now, back to my Monday!

Stranger in a Strange Land - The Journey Continues

“Let your mind start a journey thru a strange new world. Leave all thoughts of the world you knew before. Let your soul take you where you long to be...Close your eyes let your spirit start to soar, and you'll live as you've never lived before.”

Erich Fromm

Last night, I once again made the sojourn to the South Coast Revit User group.

Once again, this meant that I was a stranger in a strange land. But as always, the members of the user group were more than welcoming.

Speaking that Thursday night, was Will Harris of WILL2PLAY.

He gave an excellent presentation about how Autodesk Revit was used to design an addition to a Gothic church.

Will Harris Presenting.
Sorry about the picture. A Blackberry can only do so much.
(click to enlarge)

And while the technical achievement was incredible, what I found much more fascinating was his talk on the actual implementation process itself.

He spoke about a lot of the challenges it takes to perform an implementation, starting with the fact that a Gothic church is probably the toughest project to start with. He continued into the constant, ongoing challenges of developing and maintaining the standards, and finished with the fact that he bought a lot of lunches as he got acquainted with the team he was working with.

And, while Revit was a worthy feather in Will's hat, the things that struck me weren't necessarily the technical aspects.

So, while some of the biggest things I learned (and having forgotten a few things, relearned) weren't the button clicks, what were they?

Always have a backup plan

Mistakes are made, things go wrong in spite of the best efforts of the team. Make sure you have back up plans and procedures just in case. For Will's experience, he talked about having to restore standards that were accidentally overwritten. A good backup plan meant restoring it in a few minutes instead of several hours.

The technology is cool, but without people, it's just a box

All the software in the world can't help you if you don't have people motivated to learn the software and implement it. And that doesn't mean you fire your team and replace them with new hires. It means learning what makes your team tick, finding a way to give them direction, motivating them, and making them want to achieve the goals.

What I took away...

So those were the big lessons from Mr. Will Harris. We all love the tech. I wouldn't blog if it weren't for the fun tech I get to blog about.

But there's more than the tech. Once the network license is running, the integrations are tested, and the updates installed. There's the trials and tribulations of the real world.

If we lose sight of that, we're forgetting a huge part of the picture.

Thanks for the presentation, Will!

The Changing Image of What Is - Preview Pictures in Autodesk Vault.

To finish a work? To finish a picture? What nonsense! To finish it means to be through with it, to kill it, to rid it of its soul, to give it its final blow the coup de grace for the painter as well as for the picture.
Pablo Picasso

While training a class on Autodesk Vault, I inadvertently used a trick that's become second nature to me.

Then someone asks, "How'd you do that?!?"

I had to think a second. The 'trick' is really just a single button click that's become habit.

Here's the issue I've run into, and how I solved it.

Sometimes, when you're working with Vault, you may find that you click on the preview tab in Vault Explorer, and you don't get a preview. It seems to happen after a renaming, or moving a file in Vault.

(click to enlarge)

I'd love to say that, like Prometheus bringing the gift of fire, I had some miraculous bit of wisdom to bestow that I'd discovered after some great search.

But alas, I learned this trick reading a tech document one night. So really what I've done is provided proof that my life can be rather dull at times.

But the small tip that I do have is that you can hit the 'Update' button in the preview pane of Vault Explorer, and regenerate the view.

Click Update to Regenerate the View
(click to enlarge)

Once you click the update button, the preview will regenerate (it may take a minute or two), but you'll be back on your way with your preview window intact and functioning!

The View in the Process of Updating
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And your preview is back!

The Completed Preview
(Click to Enlarge)

So that's it. Another little Vault trick!

Happy Inventing!

Autodesk Vault - What's in a (File)Name?

What's in a name? That which we call a rose by any other name would smell as sweet. William Shakespeare

So what is in a name? If you've read the Vault literature, you know that you probably know that Vault uses a database that allows you to search by multiple criteria to find a file.

So now instead of having to recall a file name, you can also use the file properties like author and description (among many more) to search for your files. This greatly increases the ability you have to search for files.

As I've used Vault for my woodshop projects, I've found that I don't have to be as careful with my file names, since I have other ways to search for the file.

But I've also learned that it doesn't mean that I have an excuse to be sloppy with my file names.

Luckily, Vault gives us a way out should we ever become careless.

In this example, I've got a bookshelf that I modeled from some plans in a book for a future woodshop project.

The bookself in Inventor
(click to enlarge)

Okay, it may be distant future, but I swear I'm going to build it someday!

In any case. In this scenario, I've placed my files in Vault, like a good data manger should. But there's a problem.

When I saved one of the files, I forgot to change the default name. I've accidentally given it the name of 'part4.ipt'.

The file unnamed
(click to enlarge)

As I said earlier. This doesn't really bother Vault much. I can leave this file name unchanged, and lead a happy life.

But I also said we shouldn't use Vault as a reason to be careless, especially since Vault gives us a way to change the file name.

Once the file is in Vault, all you need to do is right click on the file name in Vault Explorer, and choose 'Rename'.

Right Click and Choose 'Rename'
(click to enlarge)

The wizard will ask you if you want to add more files to the rename wizard, 'while your at it'. Although for this example, I'm only changing one.

Add files if You'd Like
(click to enlarge)

With this step done, Vault shows you which files it's going to repair. That is, which references will be adjusted to fix the links.

The Link to an Assembly has to be Updated
(click to enlarge)

Next, you can choose what name you want for the new part. Notice that you can also update the part number with the new filename (assuming this is how you number your parts). You can also create part numbering schemes here, if you have another method to number your parts.

Now to Enter the New Name
(click to enlarge)

Now the file's name is changed! But Vault also notifies all the components using the file. So you don't have to resolve links for any lost files due to the rename. Vault takes care of that for you!

And it's done! Notice the 'Rename' comment
(click to enlarge)

You could call it a basic trick, but it's a common thing we all have to do.

And aren't the best tricks the ones that we use day to day?

Microsoft Windows Uninstaller - There's always another way.

A computer once beat me at chess, but it was no match for me at kick boxing.

Emo Philips

So this isn't really an Inventor, Showcase, or Vault tip. But it's an issue I've run into a few times, and it's definitely worth mentioning.

Every once in a great while, a Windows program doesn't install, or uninstall correctly.

Okay, the 'virtual peanut gallery'' will probably say 'Jon, that's every time you uninstall a Windows program'.

But what I really mean is, something goes screwy. I mean that you can't install the program because Windows thinks that the program is already installed, but you can't uninstall it because it doesn't show up in the control panel.

Now what?

Well, there are things like using Windows restore points, but let's be honest. But have you used one of those recently?

If the answer for you is 'yes'. Congrats. Pat yourself on the back.

If the answer is 'no'. Welcome to the club, my name is Jon, I'm a charter member. Look me up when you arrive.

That's right, I'm as guilty as anyone.

There's also the 'scorched earth' approach, where you completely format your computer, and reinstall everything.

This can be fun in a 'geeking out' sort of way. It also gets rid of any other 'nasty bits' that could be lurking in your computer. But, it's also time consuming.

But, (eyes dart back and forth quickly), there's another way....

Microsoft issued a little program called Windows Installer Cleanup Utility. You can download it from Microsoft's site by following the link HERE.

Just download and install.

Welcome to potential computer salvation
(click to enlarge)

Next, run the program. It'll show up in your Windows Programs list as Windows

The utility in the Startup window
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The program starts, and you'll see a list of all the programs that Windows sees. Many times, the programs that don't show up in the control panel will appear in this window.

Who's the culprit?
(click to enlarge)

Pick your program, uninstall, and now you can try to install again if you need to.

Of course with anything, there are disclaimers. There has to be.

1. Don't use this instead of the standard uninstall practices. This is only for when the standard methods fail.
2. Is the program going to fix every install/uninstall issue you're going to encounter? No. Sometimes, it really is that bad, and you may have to try that aforementioned 'scorched earth' policy.

That being said, this utility HAS saved me from having to get more drastic in the past. And this has been a blessing when a reinstall means several hours moving data around and getting a system back up to speed.

So in that sense, I've come to view it as my snowboarding helmet. It only had to save me once to be worth it!

Manual Override - Manual Backups in Autodesk Vault

“Expect the best, plan for the worst, and prepare to be surprised.”

Denis Waitley

A few weeks ago I wrote a blog on using a script for an automatic backup.

I mentioned that manaul backups are also possible, and even talked about the steps.

This time, I'm going to go a little deeper into them.

First, a bit of a refresher, and some explanation, on the manual backup process.

One the machine acting as your Data Management Server, open your Autodesk Data Management Console.


When the Data Management Console opens, choose Tools>Backup and restore.



The backup and restore screen opens. This is where you can create, or restore a backup. Today, we're going to create the backup, so choose the 'Backup' radio button.

Click next, and now we get to the core.


First, you can choose a full, or incremental backup. The full backup option does just what it says, it backs up all the data in your database and filestore.

Incremental only backs up only the changes since the last backup. This option cannot be used unless a full backup has been performed first. Today, I'm just going to use the full backup settings.

We can also set the path, which is the location where the files are saved.

Next we have the 'Validate' check box. Setting this will have Vault go back and validate that we have a valid copy. It's not necessary, but I usually set it. You might call me paranoid.

I like to use 'prudent'. It has a much more positive ring instead of the 'eyes darting nervously around' connotations of 'paranoid'.

Last, we have 'Backup Standard Content Center Libraries'. These are the standard nuts, bolts, etc that ship with Inventor. These are read only files that don't change, so the only benefit you gain in backing them up a reduced number of steps should you need to restore a database.

Choosing not to save them can save about 3-5GB of drive space however, so this is worth considering.

Unchecking this box means the Standard Content Center Libraries are not backed up, but should you need to restore a backup, you'll need to grab your Vault disk and reinstall the libraries.

For routine backups, I'll skip the libraries. Disk space is cheap, but not so cheap that I'm going to backup 3-5GB of redundant data every night!

However, if I'm doing a 'test', I'll usually grab the libraries too, if I need to restore, then I can restore in one step.

Then just hit 'Finish', and away your backup goes!


It will finish, and the files will be stored in a directory with a name with the following format.

VaultBackup_2010_01_13_11_49_48_AM

This directory contains all your Vault data. Don't lose this. Treat it like the United States Secret Service treats the 'Nuclear Football' with the nuclear launch codes for the U.S. arsenal.

So, now you've stored your Vault backup under lock and key, safe from harm.

But Why? You might think that with a backup script, why would I ever want to perform a manual backup?

In truth, you may never make a manual backup. But I've found that at least for my own Vault, there are situations that I do go through this extra step. The three biggest situations I can think of are:

1) Pre-migration

When I'm going to migrate a vault from one version to another, I'll make a manual backup.

Why? It ensures that I have the most current data from the moment the Vault was shut down. It also makes sure that if there's anything wrong with the scripted backup, I have an additional fall back point.

That's right, I make a backup for the backup. But my peace of mind is worth it.

2) I'm going to try something 'death defying'.

Sometimes I want to try something with my data that falls into the "It's crazy! But it just might work" column. Typically, it includes manipulating, copying, or deleting data that should address an issue. In theory.

If I create a backup manually. I can safely experiment on the latest data in a test environment until I'm sure it's safe on the live data.

There's that 'peace of mind' thing again.

3) Any time my data and I need a 'warm fuzzy'.

In other words, sometimes my peace of mind is reason enough.

So now, you may find yourself questioning my faith in the Vault backups? You may be asking, "Jon, don't you trust the stability of the Vault backups?"

The short answer. I do trust my backups. As a matter of fact, I can't think of a time when a backup that was properly created failed on me.

But that doesn't mean it'll never happen. It also doesn't mean that the automated backup that's supposed to have been running for months wasn't inadvertently turned off three months ago, and the backups you thought you had, don't exist.

Trust me, I've seen it happen.

So the moral of my story? It's a lot easier to say. 'Don't worry, I made an extra backup just for this situation!" Then to say, "I thought we had a backup, but we don't. We lost 'x' hours of work.'

The latter is particular scary for extremely large values of 'x'.

Think about it.....