CAD Manager Best Practices

Before you begin: Set up a shared read-only network location to support templates, and shared design data. This location typically includes your project files, styles library .xml files, the application options .xml file, and Content Center.

Review the Installation, Network, and Licensing guides.

Become familiar with the information available on the CAD and IT Managers' resource .

Note: Before installing Content Center libraries, determine whether a local install (Desktop Content) or network install (Vault Server) is best suited for your work environment.
Attention: If you upgrade from a previous release of Autodesk Inventor, identify your migration strategy before installing a new release of Autodesk Inventor. If you use Autodesk Vault, Content Center and/or the Styles library, your migration strategy includes multiple parts.

Refer to the Data Migration resource for details.

Top 5 best practice guidelines:

Consider adopting the following rules:

Attention: While shared network locations in a non-vaulted environment can work for small project teams, to provide secure data management we recommend implementing Autodesk Vault Basic.
Note: Origin Work Geometry (and work features created from them) are stable and are not dependent on part faces or features

Additional productivity tips: