The BOM Exporter for Vault Professional integrates seamlessly into Vault Explorer, enabling users to efficiently export Bill of Materials (BOM) data. Below is the step-by-step workflow for using the tool:

1. Accessing the BOM Exporter

• Open Vault Explorer and log in to your Vault server.
• Navigate to the file or assembly for which you want to export the BOM.
• Use one of the following methods to access the BOM Export command:
• Right-click on the file and select BOM Export from the context menu.
• Click the BOM Export button in the toolbar under the Advanced menu.

2. Configuring Export Settings

• The Vault BOM Exporter uses a configuration file (BOMExportSettings.xml) stored in the Vault. This file defines:
• Export Location: The folder where the exported BOM will be saved.
• File Format: Choose between CSV or Excel formats.
• Separator: Specify the delimiter for CSV files (e.g., comma, semicolon).
• Properties: Map Vault or Inventor property names to column headers in the export.
• User Groups: Define which user groups can access specific export configurations.
• If the configuration file is missing, the tool will generate a default configuration file in the Vault. You can customize this file to suit your needs.

3. Exporting the BOM

• Select a file or assembly in Vault Explorer.
• Click the BOM Export command.
• The tool will process the selected file and export the BOM based on the configured settings.
• If any errors occur during the export, they will be displayed in a message box for troubleshooting.

4. Reviewing the Exported BOM

• Navigate to the export location specified in the configuration file.
• Open the exported BOM file (CSV or Excel) to review the data.
• The exported file will include the properties and structure defined in the configuration.

5. Customizing the Workflow

• Update the BOMExportSettings.xml file to:
• Add or remove properties to include in the export.
• Change the export format or location.
• Adjust settings for specific user groups.
• Re-run the export command to apply the updated settings.

How Does It Fit Into Your Workflow? 

The Vault BOM Exporter simplifies the process of extracting BOM data from Vault, making it easier to share and manage BOMs across teams. By integrating directly into Vault Explorer, it eliminates the need for manual data extraction, saving time and reducing errors. Whether you're preparing BOMs for manufacturing, procurement, or reporting, the Vault BOM Exporter ensures a streamlined and reliable workflow.

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