Items Administration

Learn about items administration for Vault 2015 and Vault 2015 R2.

Note: The Items feature is available only in Autodesk Vault Professional.

The Items tab contains options for configuring item behavior.

Important: The Items tab provides different options, depending on whether you are using Vault 2015 or Vault 2015 R2. Refer to the section for your specific release for more information.

Items Tab for Vault 2015

Item Enablement

Enable or disable the Items feature to better control user access.

• Click Configure to display the Enable Items and Change Orders dialog box.

Units of Measurement

Define and edit units of measurement for items.

• Click Configure to display the Units of Measure dialog box.

Lifecycles and Revisions

Rules for bumping the revision can be specified as well as the default revision sequence to use. New revision sequences can also be defined. Automatic file locking can also be enforced on the Items tab.

• Click Rules to display the Administer Lifecycles dialog box and review the bump revision rules.
• Click Configure to change the display name of a lifecycle state.
• Click Security to configure user access to files associated to released items.

Watermarking

Item watermarks can automatically be generated based on an item's lifecycle state, a specified item property, or customized text. In addition, administrators can configure the watermark style and position.

• Click Enable Visualization Watermarking to watermark visualization files associated with items.
• Click Configure to specify watermark options.

Assign Item

Configure whether BOM rows are automatically turned on or not during item assignment.

• Click Configure to access the Configure Assign Item dialog.

Items Tab for Vault 2015 R2

Item Enablement

Enable or disable the Items feature to better control user access.

• Click Configure to display the Enable Items and Change Orders dialog box.

Units of Measurement

Define and edit units of measurement for items.

• Click Configure to display the Units of Measure dialog box and to modify the default settings.

Watermarking

Item watermarks can automatically be generated based on an item's lifecycle state, a specified item property, or customized text. In addition, administrators can configure the watermark style and position.

• Select a Watermark source from the Watermarking drop-down.
  • Lifecycle-based

    The Watermark value is based on the current lifecycle state of the item.

    Note: By default, an out-of-the-box lifecycle called Item Release Process is used.

    To select a new lifecycle, make sure Lifecycle-based is selected in the drop-down menu and click Configure.

  • Property-based

    The Watermark value is based on a specific item property you have identified on the Property-based Watermark Settings dialog.

    Note: You are automatically prompted to identify an item property the first time you select this option.

    To select a new item property for the watermark value, make sure Property-based is selected in the drop-down menu and click Configure.

  • Custom

    The Watermark value comes from a value you enter on the Custom Watermark Settings dialog.

    Note: You are automatically prompted to identify a text value for the watermark the first time you select this option.

    To select a new custom value for the watermark, make sure Custom is selected in the drop-down menu and click Configure.

  • None

    No Watermark is applied to items.

Assign Item

Configure whether BOM rows are automatically turned on or not during item assignment.

• Click Configure to access the Configure Assign Item dialog.

Property Write-Back

By default, item properties are written back to the associated file from Vault add-ins, Vault Explorer, and the Job Processor.

Item properties take precedence over file properties and file mappings. If the file's properties are edited and properties are synchronized, the item properties will overwrite the file properties.

Note: Item properties are written to tertiary links as well as long as the file is tertiary link to a single item.
• Clear the Write Item properties back to the file check box to disable item property write-back.

Other

Determine whether or not a user is able to assign a category to an item when the item is created. By default, this option is selected.

• Clear the Allow user to assign category when creating a new item check box to disable this option.