Configure Data Cards for the Inventor Vault Add-in

The Data Cards feature provides convenient summaries of the metadata assigned to a file or group of files through a single point of access.

Note: This feature is available in Autodesk Vault Workgroup and Professional.

The ability to view pertinent vault details and properties for specified files makes it easier to reference the information necessary for managing these files throughout the lifecycle of a model. With data cards, you can determine a file's vault status, see a thumbnail of the file, and review and modify property information without leaving the Inventor application.

Administrators can configure the data card layout on the Configure Data Card dialog in the Vault Settings dialog. Here they can determine how many pages a data card uses and which properties are displayed for modification. With the versatility to add and remove properties for editing, the administrator can streamline property management.

Select Tools  Administration   Vault Settings  Behaviors tab and then click the Data Cards button to access the Configure Data Card dialog.

Configuring Data Card Layout

Manage tabs and determine which properties are available for the CAD user to modify on the Configure Data Card dialog. A properties list displays all of the properties that can be added to the selected tab. A property can be added to a single tab only once. Several different tabs, however, can list the same property.

Note: See the Autodesk Vault Add-in Help file for more information on using data cards with Inventor.

Actions	Description
Add	Select one or more properties from the properties list and click Add to include them on the selected data card tab.
Remove	Select a property already assigned to a tab and click Remove to delete it from that tab.
Move Up	Moves a property up on the selected tab.
Move Down	Moves a property up on the selected tab.
Reset	Returns the current tab to the last layout.
Rename tab	Double-click the tab to rename it.
Add new tab	Click the small tab with the a plus sign (+) to add a new tab to the data card. By default, the tabs are numbered sequentially.
Delete a tab	Click the X on the selected tab to delete the tab itself.
OK	Saves the changes to the data card layout and closes the dialog.

Configure Data Card Layout

1. In the Vault Client, select Tools  Administration  Vault Settings  Behaviors tab Data Cards button.
2. On the Configure Data Card dialog, select one or more properties from the properties list and click Add to add them to the selected tab.

   Select a property and click Remove at any time to refine the properties on the selected tabs.

3. If necessary, click the Move Up or Move Down buttons to reorganize the properties on the tab as you prefer.
4. Double-click the selected tab and rename it.
5. Click the + tab to create a new tab.
6. When finished, click OK to save your settings and close the dialog.
7. Click Reset at anytime to restore the dialog to the last save layout.