In this exercise, you will create two user accounts and two user groups that can access files in the database.
This procedure assumes that you are already logged in to the database as described in
Exercise 1: Logging In to Autodesk Vault.
Note:
You cannot create a user group without assigning at least one user to the group. Therefore, you should create some user accounts before creating groups.
Create user accounts
- To open Autodesk Vault Explorer, in
Toolspace, on the
Prospector tab, right-click the
Projects collection, and click
.
- In the
Welcome dialog box, click
Log In.
- In the
Log In dialog box, verify the Administrator’s login data, then click
OK.
- In Autodesk Vault, ensure that the correct database (vault) is selected.
If you are using the default stand-alone server, there is only one database, and it is
Vault. The current server, database (Vault), and user are displayed in the lower right corner of Autodesk Vault
- In Autodesk Vault, click
Tools menu
Administration
Global Settings.
- In the
Global Settings dialog box, on the
Security tab, click
Users.
- In the
User Management dialog box, click
New User.
- In the
New User dialog box, enter the following information:
- First Name:
Pat
- Last Name:
Red
- User Name:
pred
- Password:
red123
- Confirm Password:
red123
- Select
Enable User. Click
OK.
- Repeat steps 7 through 9 to create another user profile as follows:
- First Name:
Kim
- Last Name:
Green
- User Name:
kgreen
- Password:
green123
- Confirm Password:
green123
- Close the
User Management dialog box.
Create user groups
- In the
Global Settings dialog box, on the
Security tab, click
Groups.
- In the
Groups dialog box, click
New Group.
- In the
Group dialog box, in the
Group Name field, enter
Engineers.
- Click the
Roles button, then select
Administrator. Click
OK.
- Click the
Vaults button, then select the database that your test users will work in. Select the default value, which is
Vault. Click
OK.
- Select
Enable Group.
- Click the
Add button.
- To add the member pred to the group, in the
Add Members dialog box, in the
Available Members table, click the row for
pred. Click
Add.
- Click
OK to close the
Add Members dialog box.
- Click
OK to close the
Group dialog box.
- In the
Group Management dialog box, click
New Group again, and repeat Steps 3 through 10 to create a group named
Technicians with the role of
Document Consumer. This group will have access to the same
Vault database. Add user
kgreen to the Technicians group.
You will not see the advantages of creating user groups in this tutorial, but the structure you have just created is recommended for project teams. Groups can have different roles in relation to a particular database, and you can change the roles of users by moving them into the appropriate group.
- Click
Close to close the
Global Settings dialog box and then close Autodesk Vault.
To continue this tutorial, go to
Exercise 3: Creating a Project.