This document discusses integrating Autodesk Vault with Autodesk Fusion Lifecycle. It begins with an introduction of the presenter and an agenda. It then defines PLM and PDM and compares the two. Next, it demonstrates different use cases for integrating Vault and Fusion Lifecycle. It also covers the key components needed for integration like Jitterbit and discusses business process integration. Finally, it ends with a demo of the Vault and Fusion Lifecycle integration.

1. Integrating Autodesk Vault
to Fusion Lifecycle
Rodney Coffey – Razorleaf Corporation

2. Your Session Leader
Rodney Coffey
Manager – PLM, Razorleaf Corporation
• 10+ Supporting the Autodesk Manufacturing Channel
• Extensive Experience with Autodesk PLM 360 Services including Enterprise
Implementation & Integration
• His team has been partnered with Autodesk Consulting and Partners alike to
provide customers with PLM and Integration services since 2011

3. • Discover the different use cases for integrating Autodesk Vault with
Autodesk Fusion Lifecycle
• Learn more about the Jitterbit product and how it enables
integration between different business systems
• See examples of the Autodesk Fusion Lifecycle to Autodesk Vault
integration
Class Summary

4. Demo
Fusion LC
&
Vault
Use Cases
Key
Components
of
Integration
Business
Process
Integration
PDM
vs
PLM
Session Agenda

5. PLM
• Product Lifecycle Management
• is the process of managing the entire lifecycle of
a product from inception, through engineering
design and manufacture, to service and disposal
of manufactured products.
PDM
• Product Data Management
• is the use of software or other tools to track and
control data related to a particular product.
PLM vs PDM

6. Vault (PDM)
• Manages the files and file data that make up you design
• Allows collaboration within your design / engineering teams
• Shares read only views of the data (web client) to the rest of the
organization
• Gives designers purpose built tools for data manipulation and design
• Allows secure storage on premise behind the firewall
PLM vs PDM
Engineering / Design

7. Fusion Lifecycle (PLM)
• Manages all the product data from many different area in your organization
• Manages the workflows, and process of completing the product development
processes
• Allows users from many parts of the organization to view important metrics
and data to keep development on time and efficient
• Allows cloud access to important product data from any mobile device
PLM vs PDM
Product
Management
Quality
Management
Maintenance
& Service
Customers
Supplier
Management

8. While we have talked about the things these products are purpose built
and great for Fusion Lifecycle & Vault share some capabilities
• Document Management
• Change Orders
• Items & BOMs (Items Master)
PLM vs PDM

9. Demo
Fusion LC
&
Vault
Use Cases
Key
Components
of
Integration
Business
Process
Integration
PDM
vs
PLM
Session Agenda

10. What is Business Process Integration
Web ERP
CRM
MRP
PLM
PDM
Integration
Services
Cloud Services
Web Sites
Customers
Suppliers
• End-to-End business process workflows
• Move data and files to where they are needed, when they are needed
• On-premise, cloud and hybrid cloud product offerings
• Process planning, software, integration and support services bundled as part of a
complete solution
• Multi-vendor solutions allow customers to leverage their investment in the systems that
best match their requirements without forcing them into a single vendor or single system
solution
• Razorleaf is vendor-neutral with the technical capability to connect almost any system to
another
• Utilize on-line PLM, project management and other engineering services
• Share data with remote sites and manufacturers as part of your PDM/PLM workflows
• Publish to your web site for public, customer or vendor file and data access
• Connect to hosted services like Salesforce.com, Dynamics, and other third party sites
• Standard, well-established internet security methods are much more secure than email
and other sharing methods
• Leverages Out-of-the-box endpoints, Razorleaf web service products and/or custom
interfaces
• Flexible rules processing architecture with rules implementation and job management
through Jitterbit services or Razorleaf’s Integration Framework
• Share either native files, PDF renditions or both along with related meta data like custom
properties, BOMs and other product data
Razorleaf Cloud Services
Razorleaf Integration Services
Features
Allow each tool to serve its purpose built
need, while working together with other systems

11. End Points (not to be confused with Endpoints)
• Systems to be integrated
• Autodesk Fusion Lifecycle
• Autodesk Vault
Defining an Integration
BPCS

12. Use Cases
• Purpose of the Integration or the Data to be passed from systems
Defining an Integration
PLM
• Project Management
• Change Management
CRM
• Customers
• Contacts
• Vendors
ERP
• Items & BOMs
• Suppliers
Other
• File Transfer / Access
• Migration
• Data Warehousing
• Reporting

13. Demo
Fusion LC
&
Vault
Use Cases
Key
Components
of
Integration
Business
Process
Integration
PDM
vs
PLM
Session Agenda

14. Every integrations architecture can be different, for Fusion LC to Vault
• Autodesk Vault Job Processor
• Jitterbit
• Razorleaf Clover
Knowledge of the following
• Autodesk Vault Web Services
• Autodesk Fusion Lifecycle
• SQL, PostGres
What do I need to Integrate?

15. Jitterbit is a middleware that integrates data endpoints
• Wizard-Based; “No-Coding” approach
• Cloud or On-Premise solutions
• Client Designer
Jitterbit Introduction

16. Jitterbit allow us to move and map data with ease
• Operations
• Transformations
• Scripts
• Connectors
• JDBC / ODBC
Jitterbit Introduction

17. Demo
Fusion LC
&
Vault
Use Cases
Key
Components
of
Integration
Business
Process
Integration
PDM
vs
PLM
Session Agenda

18. Project Management
Fusion Lifecycle to Vault Use Cases

19. Integration Demo
Lets see the integration Action!

20. Items & BOMs (File Creation)
Fusion Lifecycle to Vault Use Cases

21. Integration Demo
Lets see the integration Action!

22. File Transfer / File Access
Fusion Lifecycle to Vault Use Cases

23. Integration Demo
Lets see the integration Action!

24. Other
• Vault Files to Fusion Lifecycle Items & BOMs
• Vault Item Master to Fusion Lifecycle Items & BOMs
• Data Migration
• BI & Data Ware Housing
• Custom Job Processor (PDF, STP, etc.)
Fusion Lifecycle to Vault Use Cases

25. • What are three things you can do with Vault
Integration?
• Why
• What are three of the common business apps
that part of or connected to NPI?
Gift Cards!

26. Any Questions?
Questions

27. Contact Information
Feel free to follow up:
Rodney Coffey
Manager - PLM
Email: rodney.coffey@razorleaf.com
Office: 330.676.0022 x7124
Cell: 937.241.9177