Learning Guide Updates Part 3: Vault Professional 2024 Administrator Essentials

June 5, 2024 Barb Nash

This blog is the third and final in a blog series describing the updates to the ASCENT learning guides for Autodesk Vault 2024. As mentioned in the first blog, these updates are a response to requests from end users and instructors for focused learning guides for each user type, Vault software, and database setup  

 If you would like to view the other blogs in the series, you can access them via the links below:  

As explained in the introductory blog for Vault 2024 titles, Autodesk has discontinued the Workgroup software and included these features in the Vault Professional software. To accommodate this software-change, and our customers’ request for an administration-only guide for Vault Professional, we have integrated the admin‑related content for both Workgroup and Professional into one focused guide for Vault Professional 2024.

This blog provides an overview of the Autodesk® Vault Professional 2024 Administrator Essentials learning guide. The guide focuses on the administration-related functionality in Vault Professional. It also covers some of the end-user features that may be relevant for new administrators. 

Note: If you are looking for end user-focused content, please use the Autodesk® Vault 2024 for Inventor® and AutoCAD® Users learning guide. 

Below is an overview of the Autodesk® Vault Professional 2024 Administrator Essentials learning guide: 


This guide introduces Autodesk Vault Professional 2024 to CAD administrators. The focus of the guide is to teach administrators how to set up and manage categories, lifecycles, revisions, file naming schemes, items, bills of materials (BOMs), and the engineering change order (ECO) process. 


This guide is intended for administrators with some knowledge of Autodesk Vault Professional’s data management capabilities. The hands-on practices included in this guide reinforce usage of items, BOM and ECO features, and automated workflows.  


Recommended prerequisites for this guide include having a good working knowledge of Autodesk CAD programs and knowledge of Autodesk Vault document management features. 


You are first introduced to the features of Autodesk Vault Professional in Chapter 1 before moving on to organizing and populating a Vault and managing categories, lifecycle states, revision management, etc.  

The chapters included in this guide are listed below: 

Chapter 1: Introduction to Autodesk Vault Professional 

Chapter 2: Organizing and Populating a Vault 

Chapter 3: Managing Categories 

Chapter 4: Lifecycle States 

Chapter 5: Revision Management 

Chapter 6: Managing Properties 

Chapter 7: Automatic File Naming  

Chapter 8: Autodesk Inventor In-CAD Data Management 

Chapter 9: Working with Items 

Chapter 10: Creating Reports 

Chapter 11: Managing Change 

Chapter 12: Working with Bills of Materials 

Chapter 13: Administering Autodesk Vault Professional 

Chapter 14: Job Server, Vault Revision Tables, and Backups 

Chapter 15: Active Directory, Vault Gateway, and Replication 

Chapter 16: Thin Client 

We will be adding more administrative topics in future releases. If you would like us to cover any specific topic, please let us know! 

About the Author

Barb Nash

Product Lead – Learning Content Development<br><br>Barb's primary responsibilities include the design, development, and project management of courseware for Product Lifecycle Management (PLM) products such as Autodesk Vault, Autodesk Fusion 360 Manage, 3DEXPERIENCE, ENOVIA V6, and PTC Windchill. Her work also involves the development of custom training that is designed and configured to an organization’s specific environment, processes, and roles. Barb is a Professional Engineer and holds a degree in Aerospace Engineering. She is also a certified Project Management Professional (PMP) and trained in Instructional Design.

Follow on Linkedin More Content by Barb Nash
Previous Article
Learning Guide Updates Part 2: Vault Basic 2024 Administrator Essentials
Learning Guide Updates Part 2: Vault Basic 2024 Administrator Essentials

Get an overview of the Autodesk Vault Basic 2024 Administrator Essentials learning guide, which focuses on ...

Next Article
Paper Space in AutoCAD
Paper Space in AutoCAD

Get a basic understanding of paper space in AutoCAD and how it is different to model space.


Sign up for email updates

First Name
Last Name
Thank you!
Error - something went wrong!