In order to build a conversation structure that can be seen in the "Used" tab when the mapping has been done, the administrator can press the "Settings" Button to invoke a dialog where the two user-defined properties have to be selected. After pressing "OK" these properties are set to a Vault Option and will be used by all clients, connected to that Vault.
Note: Only users with administrative privileges can see the Settings button.
Configuration
- Before you use the Autodesk Vault Add-In , a user with administrative privileges has to create two properties in Vault and map them to the Outlook properties " Item name " and "Sent Date ". Please refer to 'Preconditions for Settings' in the below section .
- When the mapping has been done, the admin can press the "Settings" Button to invoke a dialog where the two user-defined properties have to be selected. After pressing "OK" these properties are set to a Vault Option and will be used by all clients, connected to that Vault.
- After this has been set, the Add-In handles email threads as file associations when a file is checked-in.
Preconditions for Settings
- Install the Microsoft Windows Desktop Search: Add-in for Outlook saved mail (.msg file) indexing (MsgFilt.dll).
- In Vault client select Tools > Administration > Vault Settings > Behaviors tab and click the Properties button.
- Select New to create two new User Defined Properties (UDPs)
- Enter a UDP name , such as 'Email Conversation Topic' and 'Email Sent On', select data Type Text and Date for the two UDPs. A nd make the appropriate Associations
- Select the Mapping tab,click in the white space under the File Property and select Import Properties.
- Select Import from Vault or Import from File and select a sample file from the Vault or on local disk, respectively.
- Select the desired MSG property . 'Item Name' mapping with 'Email Conversation Topic' and 'Send Date' mapping with 'Email Sent On'.
- When selecting Import from Vault a property reindex or adding a new MSG file to the Vault will be required, to perform property extraction, before the MSG properties will be displayed.
Note: Indexing a volume is an operation that can affect system performance, especially when the volume being indexed is the system volume. For best results, you can perform these steps to improve the system performance:
Configure Vault Server on Windows Server 2008
- Start the Server Manager.
- Right Click Roles and select Add Roles
- In the Add Roles Wizard, check File Services and click Next
- Uncheck File Server and check Windows Search Service and click Next.
- Do not check Local Disk (C:).
- Click Install.