Copy Design Interface (Vault 2015 R2)

Learn about the Copy Design interface.

Important: This topic is intended for Vault 2015 R2 users. Vault 2015 users should see the original Copy Design help topics.

There are three major sections of the Copy Design dialog.

The Tool Bar

Use the toolbar to log in and out of a vault, access administrative options like numbering schemes, add objects to the main view, control copy settings and rule sets, and create copies.

Icon and Details	Sub-Menus
Master Menu Log in and out of a Vault, refresh the view, and access administrative options with the Master Menu.	Log in Log into a vault to access designs for copying. Log Out Log Out of a vault when you are finished or when you want to switch to a different vault. Refresh Refresh the Copy Design main view to see the most recent changes to files or the design structure. Drawing View By default, the selected model and any associated drawings are copied. When Drawing View is turned on, the view mode displays all associated drawings and users can configure the copy operation based on the drawings. Note: A status of Auto indicates that the drawing linked to the file will receive the same action as the associated file. For example, if a file is marked for copy, the associated drawing will receive the same new file name and save location during the copy event. Use the Drawing View option to manually modify the copy operation for drawings. Select References By default, all component references are copied. When Select References is turned on, you can choose which references of a component are copied instead of using the legacy configuration where all component references are copied. Note: Multi-select is not enabled when using Select References view. Any reference that is selected must have its own unique action. Automatically Copy Parents When Automatically Copy Parents is turned on, the parent of each copied component is also copied. Note: Disabling this option results in source assemblies being edited to include the new copied part. Link Drawings and Model When Link Drawings and Model is turned on, each drawing connected to a model is copied to the same location and shares the same new file name as the model. Note: Changes in the model behavior are applied immediately to the file. Action Rules Select Action Rules to create, edit, and delete rules that apply to your copy operations. Each Rule Set contains a number of file behavior and property settings that can be applied to the copied file based on the source file. See Copy Design–Action Rules for more information about creating and editing rules. Numbering Schemes Select Numbering Schemes to set which naming schemes are valid for use in your copy design configuration. You can also set the default numbering scheme. See Copy Design–Numbering Schemes for more information. Panels Select Panels to configure how the navigation panels on the right appear. You can undock panels, change the docking location, or switch off panels entirely to simplify the Copy Design interface. About Select About to learn about your Copy Design version.
Add Objects Add the files that you want to copy to the main view with the Add Objects button.	N/A
Include Children Select whether to show or hide the model attachments and library files in the copy view.	By default, all library files and attachments are set for copy. However, you can assign different copy actions to children files by displaying them in the Copy Design view. Use the Include Children button to toggle whether children files are displayed in the Copy Design view. Select which types of children files to show by choosing one or both of the following check-boxes: Attachments Select Attachments to show all file attachments Note: All file types are shown, including generic file attachments. Include Library Files Select Include Library Files to show all associated library files.
Select Copy Settings Control how files are copied at a master level.	Copy Top Nodes You can copy multiple design trees with one command. Selecting Copy Top Nodes sets all top level components to copy. Copy All Select Copy All to designate all files in the main view for copy.
Select Rule Set Select the Rule Set that you want to use for your current copy operations or leave the Rule Set option turned off.	Rule sets determine the file properties and settings for copied files when certain conditions are met. Users can select from a list of existing rule sets. The sub-menu for the Rule Set button lists all existing rule sets. If no rule set is selected, the target file receives the same file properties and settings as the source file. See Copy Design–Action Rules for more information about creating and editing rule sets.
Create Copy Once everything is configured, click Create Copy to begin the copy operation.	N/A

Icon and Details

Sub-Menus

Master Menu

Log in
Log into a vault to access designs for copying.
Log Out
Log Out of a vault when you are finished or when you want to switch to a different vault.
Refresh
Refresh the Copy Design main view to see the most recent changes to files or the design structure.
Drawing View
By default, the selected model and any associated drawings are copied. When Drawing View is turned on, the view mode displays all associated drawings and users can configure the copy operation based on the drawings.
Note: A status of Auto indicates that the drawing linked to the file will receive the same action as the associated file. For example, if a file is marked for copy, the associated drawing will receive the same new file name and save location during the copy event. Use the Drawing View option to manually modify the copy operation for drawings.
Select References
By default, all component references are copied. When Select References is turned on, you can choose which references of a component are copied instead of using the legacy configuration where all component references are copied.

Note: Multi-select is not enabled when using Select References view. Any reference that is selected must have its own unique action.
Automatically Copy Parents
When Automatically Copy Parents is turned on, the parent of each copied component is also copied.

Note: Disabling this option results in source assemblies being edited to include the new copied part.
Link Drawings and Model
When Link Drawings and Model is turned on, each drawing connected to a model is copied to the same location and shares the same new file name as the model.

Note: Changes in the model behavior are applied immediately to the file.
Action Rules
Select Action Rules to create, edit, and delete rules that apply to your copy operations. Each Rule Set contains a number of file behavior and property settings that can be applied to the copied file based on the source file.

See Copy Design–Action Rules for more information about creating and editing rules.
Numbering Schemes
Select Numbering Schemes to set which naming schemes are valid for use in your copy design configuration. You can also set the default numbering scheme.

See Copy Design–Numbering Schemes for more information.
Panels
Select Panels to configure how the navigation panels on the right appear. You can undock panels, change the docking location, or switch off panels entirely to simplify the Copy Design interface.
About
Select About to learn about your Copy Design version.

Add Objects

Add the files that you want to copy to the main view with the Add Objects button.

N/A

Include Children

Select whether to show or hide the model attachments and library files in the copy view.

By default, all library files and attachments are set for copy. However, you can assign different copy actions to children files by displaying them in the Copy Design view.

Use the Include Children button to toggle whether children files are displayed in the Copy Design view. Select which types of children files to show by choosing one or both of the following check-boxes:

Attachments
Select Attachments to show all file attachments
Note: All file types are shown, including generic file attachments.
Include Library Files
Select Include Library Files to show all associated library files.

Select Copy Settings

Control how files are copied at a master level.

Copy Top Nodes
You can copy multiple design trees with one command. Selecting Copy Top Nodes sets all top level components to copy.
Copy All
Select Copy All to designate all files in the main view for copy.

Select Rule Set

Select the Rule Set that you want to use for your current copy operations or leave the Rule Set option turned off.

Rule sets determine the file properties and settings for copied files when certain conditions are met.

Users can select from a list of existing rule sets. The sub-menu for the Rule Set button lists all existing rule sets.

If no rule set is selected, the target file receives the same file properties and settings as the source file.

See Copy Design–Action Rules for more information about creating and editing rule sets.

Create Copy

Once everything is configured, click Create Copy to begin the copy operation.

N/A

The Main View Grid

The main Copy Design view shows the name of the files available for copy, the file identification number, the action that will be performed on the file, the revision and state of the file, and how many instances (Count) of the file occur within the current list.

Tip: By default, reference file names are set to the destination file name when an action is assigned. You can view the Numbering Panel to identify files by original name or add File Name (Historical) to the main view.

You can also manage copy actions and customize the view from the main view.

The Navigation Panel

There are four different navigation panels.

Panel	Details
Where Used	The Where Used panel lets users track the origin of the copy objects and their destination. Since you can replace existing files with uncommitted instances of files that are being copied, this means that the copied instance may have numerous destinations. Use the Where Used tab to make sure that the files are being copied to the right locations. See Copy Design–Where Used for more information.
Actions	The Actions Panel lets you review which operations are assigned to be performed on files in the main view. Once you have configured the files in the main view, you can use the Actions Panel to filter the files based on their assigned operation. Assigned operations include copied, reused, replaced, excluded, or edited. Use the Actions Panel to verify the copy design configuration in the main view and to make any necessary changes. Note: You can also set action operations by dragging and dropping files from the main grid onto the desired operation button in the Actions Panel. See Copy Design–Actions for more information.
Numbering	The Numbering Panel lists all of the files selected for copy. It also shows the original and new name for each selected file. The grid displays the renaming options based on available numbering schemes. In the Numbering Panel grid, you can edit certain fields and individual numbering schemes. See Copy Design–Numbering Schemes Panel for more information.
Folders	The Folders Panel lets you review the source and destination folders for the copy design operation. This is a great way to verify that the necessary files are selected and will be copied to the correct location. You can group selected files for operations based on the folder location. You can also drag-and-drop files between folders or from the main grid to perform a copy. See Copy Design–Folders for more information.