Vault and Inventor Migrations Why What and How

Vault Pro and Inventor Pro Migrations – Why, What and How?


All 0 Comments

Vault and Inventor Migrations Why What and How

Migrating software can be such an incredible pain. The users don’t enjoy the process. I.T. doesn’t enjoy the process (unless they’re fond of inflicting computer-based misery). Even management doesn’t enjoy the process. So why incur the pain of migrating every time there’s an upgrade?

To sum it all up: in order to maximize your investments.


If you’re using Autodesk Vault, your company has doubtless already considered the disasters that can befall hi-tech computer and software users. As with many other companies, the decision was made to proactively avoid data corruption, lethal data loss and staff downtime trying to recover from it if and when it happens. Because it happens to almost every company at some point. Maybe your firm has already been through that storm; maybe not yet. Migrating is your way of keeping your Vault software investment running at its peak to protect you from data disasters.

Most companies want their software users to maintain high productivity. Substantial investments in product design and engineering software, like Autodesk Inventor, don’t run themselves. Is your firm currently using everything you’ve invested in and installed? Is it installed correctly and working the way it was designed to? Do your employees know how to use it properly and to the most productive extent?

In addition to software, you’ve got a giant investment in staff. Every company benefits from keeping employees engaged, productive and learning new and better ways to do their job well so they can give the company a leg up on the competition. Employees who are satisfied with their job will put forth their best effort. Keeping operations up to date and employees trained in their sphere of influence creates an effective learning culture. (It’s also an excellent way to deal with time crunches on jobs.)

When the company’s “why migrate” and the employee’s “why migrate” reasons dovetail, the resulting job/product has greater value (a better product with faster deliverables), which results in greater customer satisfaction and attracting new customers. It can be an exquisitely formed circle.


Each year there are a substantial number of updates, additions and better capabilities in Vault and Inventor. The longer you wait to migrate, the longer it takes users to learn and assimilate the new features. It becomes a steeper learning curve with each update. Keeping up with annual improvements makes the transition easier.

Notable new features in Vault 2020:

  • Copy design upgrade
  • PDF publishing
  • Project sync

Cool new features in Inventor 2020:

  • Mulit-screen docking
  • Panel driven tools
  • Sweep Tool body
  • Unwrap
  • Frame generator enhancements
  • Read-only mode


Applied Software offers professional services for Vault Pro and Inventor Pro migrations. Take a few minutes to contact Applied for a quick conversation about your migration needs. The Applied Software experts will take some of the burden off your I.T. department. They will study your workflow and systems to determine what needs to be updated and how you can take best advantage of your software investment. They’ll ensure it’s installed correctly and working the way it was designed to. Then they’ll make sure the users are trained to take full advantage of the software’s new features and how to use it to the most productive extent. Applied Software experts will enable you to make sure everything is set up to keep your company at its most productive level.

The Applied Software upgrade checklist for Vault:

  • Disaster recovery review – ensure backups are running; create backup before migration
  • Workflow health check – validate user check in/check out, lifecycle success or need for new lifecycles
  • Data storage health check – validate working drive and backup drive space
  • New feature training

The Applied Software upgrade checklist for Inventor:

  • Content Center update – all the libraries needed
  • Library files migration – assembly routing models
  • Design data migration – library styles, visualization customizations
  • Template migration – includes all custom templates
  • New feature training

An average Applied Software migration service engagement requires a downtime of about four hours. Consider what a migration requires from your IT department after they chart out an upgrade checklist. What kind of downtime might you be looking at? Contact Applied for a quick discovery call, and find out how your firm can feel no pain in your Vault and Inventor migrations. You may find that the users smile; I.T. smiles; management smiles. And they’re all smiling at you.

Leave a Comment