Property Connection: Update Autodesk Vault Properties in Bulk
Hagerman Property Connection is a set of two utilities for Autodesk Vault. They fill in or correct file properties for many files at once. Use them after importing legacy files, or any time your metadata needs cleaning up.
- Update Properties from Spreadsheet: match Vault files to rows in Excel and update their properties
- Update Properties from Folders: set properties from your Vault folder structure and naming
- Any source: bring metadata from ERP, Excel, or other databases into Vault
- Sold separately: buy one utility or both
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The Two Property Connection Utilities
Each utility updates Vault properties in bulk. One reads from a spreadsheet; the other reads from your folder structure.
Update Properties from Spreadsheet
Legacy metadata often lives in ERP systems, Excel spreadsheets, or other databases. Import your files into Vault first. Then export the metadata to Excel, match filenames between Vault and the spreadsheet, and the utility adds or updates each file's Vault properties.
Update Properties from Folders
Vault folders often follow a hierarchy, such as customer, project, location, building, discipline, vendor, product line, model, or part type. This utility reads that hierarchy and your naming conventions, then sets the matching Vault properties on every file. After that, users can search across all folders by any combination of folder, property name, or value.
When to Use Property Connection
Property Connection is most useful at two points: right after a legacy import, and whenever a property standard changes.
- After a migration: fill in properties for files that came into Vault without metadata
- New property standards: apply new or renamed properties to existing files
- Better search: properties set from folders make files findable without browsing
How to Get Property Connection
| Item | Details |
|---|---|
| Products | Update Properties from Spreadsheet and Update Properties from Folders, each sold separately |
| Requires | Autodesk Vault (product owner: which editions and versions?) |
| Setup | Use the utilities yourself, or with help from Hagerman's consulting team |
| Related | For a full legacy migration, see Migration Connection |
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