Configure Vault for Plant Projects

Create vault projects and set up user roles.

You create plant projects in a vault using the Project Manager. Plant projects are created in the root folder of the vault and assigned a PlantProject category. You must have Administrator rights to create the first plant project in the vault and Document Manager (Level 2) to create additional projects. Otherwise, no special preparation is required to create a plant project in the vault.

Example vault roles and plant project capabilities:

Document Consumer - read-only access

Above plus Data Manager (Level 1), Document Editor (Level 1) - add files and folders

Above plus Data Manager (Level 2), Document Editor (Level 1) - create projects and delete files and folders

Above plus Content Center Administrator - project setup

Important: Do not use Autodesk Vault Client to work with plant projects. Except for certain administrative tasks, use the Project Manager to manage plant projects in the vault.

Project users can manage projects entirely from within the Project Manager, the ribbon, and commands. Autodesk Vault Client is not required to work with plant projects.

Autodesk Vault Server Setup

You can use Autodesk Data Management Server Console to manage user security.

Commands	Autodesk Vault Roles
Browse files (read-only) and refresh from the vault	Document Consumer
Add folders Add drawings and related files Check in, check out, and undo check out Get a file revision Synchronize to the vault	Document Consumer Document Editor (Level 1) Document Manager (Level 1)
Revise files	Document Consumer Document Editor (Level 1) Document Manager (Level 2)
Create additional projects	Document Consumer Document Editor (Level 2) Document Manager (Level 2)
Manipulate project structure: Move files and folders Rename files Remove files Rename folders Remove folders	Document Consumer Document Editor (Level 1) Document Editor (Level 2) Document Manager (Level 1) Document Manager (Level 2)
Project setup (modify settings)	Document Consumer Document Editor (Level 1) Document Editor (Level 2) Document Manager (Level 1) Document Manager (Level 2) Content Center Administrator
Create initial project (first plant project) Add projects to the vault Audit plant project (plantauditvaultproject)	Administrator

For more information see Learn about Autodesk Vault Roles.

Vault Project Configuration (Administrator)

Project spec sheets and some Iso style files require that you use Autodesk Vault Client to check in and check out files.

• You cannot check out and check in piping specs using the AutoCAD Plant 3D toolset Spec Editor. Instead, project administrators check out PSPX and PSPC files in the Spec Sheets directory using Autodesk Vault Client.

  Note: Spec sheets that are in-use (for example: by the dynamic tool palette) are not updated with plantrefreshfromvault. To update locked project files that are not checked out by you, you can close and reopen the project with the Refresh all Changed Files from Vault option selected.

• To modify Iso Style files directly (for example: edit IsoConfig.xml), you can check out and check in files using Autodesk Vault Client.

Vault Project Settings

• Vault projects are identified with a PlantProject category in the root folder.

• Project files have an alphabetic (A, B, C) revision format by default. You can use Autodesk Vault Client to set a numeric (1,2,3) revision scheme for the PlantProjectFile file category.

Vault Replication

Vault projects can be replicated between multiple vaults. The master project database SQL Server must be accessible from all workstations.

Note: In a Multi-Office environment it is strongly recommended that you perform project management tasks (for example: creating the project) from a location that has a LAN connection to the master project database. Because all workstations must have access to the master project database, performance from the remote office (WAN connection) is limited when you perform administrative tasks.

For information on setting up the vault replication see Replicaton.