Installation Manual

Introduction

Companies across various industries, including automotive, aviation, and high-tech, create and manage their intellectual property (IP) based on drawings. These drawings are created digitally using computer-aided design (CAD) applications and are shared with users outside the organization owing to business considerations. It's essential to understand the potential risks associated with sharing business information. Comprehensive security measures are crucial for mitigating risks and protecting sensitive data. HaloCAD, a purpose-built data protection solution, is designed to help organizations achieve this objective effectively.

How does HaloCAD for PLM protect your Data?

The HaloCAD for PLM solution integrates seamlessly with the PLM application, including the features of HaloCAD PROTECT and HaloCAD MONITOR, while utilizing Microsoft Purview Information Protection (MPIP), formerly Microsoft Information Protection (MIP), to provide Enterprise Digital Rights Management (EDRM) capabilities.

It provides access to MPIP-protected files, including label handling and privilege enforcement. Any file access actions, such as check-out or export, that may result in a download are intercepted by the HaloCAD for PLM solution, automatically protected based on predefined rules, and then delivered to the end user. Similarly, file access actions such as check-in or upload are intercepted and examined. If a protected file is detected, it is decrypted, and the unprotected file is returned to the PLM vault. For CAD users, the handling of CAD files remains seamless, as these processes occur entirely in the background. By applying MPIP labels, the solution ensures end-to-end security for CAD files, while all upload and download activities are continuously monitored and logged to provide complete traceability.

About this Manual

This manual walks you through the installation and configuration procedures unique to HaloCAD for Autodesk Vault.

Reference Manuals

The table below describes where to obtain information in the HaloCAD documentation set.

HaloCAD reference documentation

Component Functions

The following components are involved in HaloCAD architecture when deployed in an integrated environment:

1. HaloCAD Add-on for CAD

2. HaloCAD for Autodesk Vault

3. HaloENGINE

4. Azure RMS

The following list outlines the functions of each component.

HaloCAD Add-on for AutoCAD and Inventor performs the following functions:

1. HaloCAD Add-on for AutoCAD - Operates within the Autodesk AutoCAD application.

2. HaloCAD Add-on for Inventor - Operates within the Autodesk Inventor application.

3. Receives protected files from Autodesk Vault and displays their associated labels while enforcing permissions.

4. Logs all add-on–related activities for auditing purposes.

HaloCAD for Autodesk Vault performs the following functions:

1. It can be hosted on the Autodesk Vault PLM Server or on a Windows server with the possibility to access the Autodesk Vault server.

2. It is a proxy component that listens for check-in and check-out actions initiated via the PLM Vault server.

3. Connects with Azure Rights Management Service (Azure RMS) to retrieve MPIP labels for file processing.

4. Collects metadata for the user-selected file.

5. Obtains action and label information for the user-selected file from HaloENGINE for file processing.

6. Performs encryption and forwards the file stream to the CAD client during check-out operations.

7. Performs decryption and stores the unprotected file in the PLM Vault during check-in operations.

8. Logs HaloCAD for Autodesk Vault component activities to the local log and sends monitor logs to the HaloENGINE.

HaloENGINE performs the following functions:

1. HaloENGINE is a Java-based server component that exposes a web service to HaloCAD for Autodesk Vault.

2. Connects with Azure RMS to download MPIP labels and make them available for configuration.

3. Implements business logic.

4. Logs events received from HaloCAD for Autodesk Vault.