Tutorial: Vault Setup

In this tutorial, you will act as a project administrator, creating a project in Autodesk Vault and some sample users.

You will log in as various users to see how the work of one user affects the work of another user. You will add files to the project, practice checking files in and out, and create object references.

Note: These tutorials are applicable only to paid versions of Vault. Base Vault does not interface with the Prospector tab.

The design of this tutorial assumes that you have installed the stand-alone version of Autodesk Data Management Server on your computer. This enables you to log in to the Vault database as the Administrator and create some sample users. However, if you are working with an Autodesk Vault database that is shared on a network and you are not permitted to log in as the Administrator, skip Exercise 2: Creating User Accounts and Groups and do the remaining exercises in this tutorial. You may need to modify some steps to suit your database setup.

If you are the Administrator of a shared database, you can use this tutorial as a basis for training users on correct procedures. To protect your existing data, and prepare a safe learning environment, the following steps are recommended:

1. Create a separate Vault project.
2. Create a few user accounts and groups that can access only the Tutorial database. The steps in Exercise 2: Creating User Accounts and Groups provide some useful guidelines.
3. Review the tasks in this tutorial to verify that users can do all the steps as written. If necessary, prepare additional instructions for your users, or prepare a revised version of the tutorial.

For best results, do the exercises in this tutorial in the order they are presented. Many of the exercises depend on having the database in a particular state created by completing the preceding exercise.