Inventor File Management

This course provides both valuable entry and high level knowledge on how to effectively manage your files within Autodesk Inventor. Learn how to create and configure project files and also how to utilizing the design assistant and pack & go. Software required: Autodesk Inventor.
Course info
Level
Intermediate
Updated
Apr 24, 2017
Duration
2h 13m
Table of contents
Description
Course info
Level
Intermediate
Updated
Apr 24, 2017
Duration
2h 13m
Description

When working with 3D CAD applications, generating vast quantities of files is unavoidable and inevitable. Whilst never intentional, the mismanagement of or misplacing your files can lead to major issues down the line. In this course, Inventor File Management, you'll learn the simple yet very effective ways in which you can keep this under control using project files to organize your work. First, you'll look at template management. Next, you'll clarify the various ways in which you can save data, open data, replace data, and rename data. Finally, you'll discover best practice techniques for copying a design and distributing transmittal packages to external parties. By the end of this course, you'll be provided with the valuable skills required to keep your data organized to best practice guidelines, allowing you to focus on what's most important - being productive. Software required: Autodesk Inventor.

About the author
About the author

He'd rather you didn't, but if you were to cut Neil open he would bleed Autodesk. A career spanning 20 years to date has been solely dedicated to supporting Autodesk software applications from almost every possible perspective. Kick starting off as an AutoCAD R14 draftsman, he then progressed into and enjoyed 8 years with a platinum Autodesk reseller delivering high level technical services & ATC training for Inventor & Vault Professional to some of the largest engineering businesses in the UK, not forgetting the smaller ones too!

More from the author
Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Good day everyone. My name is Neil Cross and welcome to my course on Autodesk Inventor File Management. I'm an independent Autodesk applications and data management consultant based in the UK. I'm an Inventor Certified Professional with 13 years experience, Autodesk Expert Elite, and a prolific YouTuber hosting the Inventor Centric YouTube channel TFI CAD Tips. You should check it out actually. It's apparently it's alright. So, file management, it doesn't try to nor does it wish to be the most attractive side of 3D CAD but just a little tender loving care towards data organization can actually pay off dividends allowing you to focus and concentrate more on what really matters whilst using this incredibly powerful 3D CAD mechanical design software, that being you doing your work. In this course we'll begin by introducing you to the home screen, the first site that you'll see upon loading Autodesk Inventor up for the very first time. We'll then look at how to manage and create your own file templates, something often overlooked but something everybody will need to do and how different file types relate to one another building what is known as the parent and child relationship. The absolute grassroots foundation of file management within Inventor is its ability to work within defined projects and workspaces, so we'll dive deep into how they work and then you'll learn how to create your own and configure your own Inventor projects. Along with touching on essential file interactions such as save, replace, rename and copying designs, once this course is through you'll learn about a hidden gem known as the Inventor Design Assistant and you'll be capable of compiling drawing transmital packages using pack and go. That as they say and so much more. So, do your future self a big time-saving favor. Get smart today with my Pluralsight course on Autodesk Inventor File management.

Inventor Home, Templates, & File Relationships
Hi, folks, and welcome to the Autodesk Inventor Course for file management. As you begin to use Inventor, it becomes quickly apparent that there isn't just a one-file-fits-all solution here. Depending on what you're doing, you need to create the right file for the job. So in this opening module, we'll be investigating what the difference is between a path, an assembly, a sheet metal path, a drawing, and others, and what they all mean and how they fit together and how all the different file types reference each other, how also do templates work, and what is it with that home screen that you see when Inventor's first opened up. Inventor also has a couple of options which let you pre-configure where it first looks for files when you open a model or a drawing; so we'll take a look at those, as well as what to do in the event that Inventor can't find a file. Because even with the best will in the world, it happens. So in this first module, we'll concentrate first on the file-centric aspect of file management, ramping our way up to the management aspect later on in the course.

Project Files & Directories
Hello and welcome back to module two. In module two, we're going to take a closer look at project files within Autodesk Inventor. Project files form one of the most fundamental aspects of file management in Inventor. Project files dictate how and where Inventor looks for your files when you open a drawing or an assembly. It defines a workspace as to where your file is going to be saved and where they're going to be searched for if you do open up a drawing or an assembly. So we're going to take a look at the different types of project files created within Inventor. We're going to take a look at a few of the settings within a project file which can change the behavior of Inventor when it opens files and looks for relationships. So stick around, we're going to take a look at project files in module two in a bit more detail.

In-session File Management & Utilities
Hello and welcome back to module three. In module three we're going to take a very close look at some in-session file management techniques that we can do with Autodesk Inventor. So these are going to be day-to-day tasks that you're going to perform on your files, on your drawings, on your models that you're going to need to know about. What the difference is, for example, between a Save As, a Save a Copy As, when you would use either/or, what the differences between the two are, and then some file transaction options, such as how to rename files, how to copy files, how to replace files, how to swap a part out with an assembly safely without destroying relationships, constraints, and references. We're also going to look at some external tools that Inventor has, such as Design Assistant, the Task Scheduler, and also Pack and Go, which all have an input into file management, especially Pack and Go which is a very good way to create 2D or 3D model transmittals to third parties. So we'll take a look at all those in module three. Hope you're enjoying the course and I'll see you in the next clip.