Vault Client Administration

Autodesk Vault provides many options for managing your vault data and streamlining the vault workflow. Administrators can configure user access, manage properties, introduce behaviors that automatically trigger based on certain events, define revision and numbering schemes, and customize other vault behavior based on design needs.

Note: You must be an Administrator with the Autodesk Vault to perform the tasks in this section.

Refer to About Vault for more information about Vault architecture and Vault editions.

Topics in this section

Administration - Files
Administrators can manage files by enforcing unique file names, disabling design file check in, specifying working folder options, and locating duplicates.
Numbering Schemes
Numbering Schemes let you configure how files, items, and change orders are named when they are added to a vault.
Visualization Administration
Configure visualization attachments, manage visualization files, and configure publishing settings on the Visualization tab of the Vault Settings dialog.
Revision Scheme Administration
Revision management provides consistency throughout the product lifecycle by applying a common definition and behavior to files and items in a vault.
Category Administration
Category management is the process of customizing categories and rules for grouping project data logically. Grouping by category lets you automatically assign a defined set of behaviors and rules to objects.
Lifecycle Definition Administration
Learn about how to make lifecycles work for your design environment.
Vault Revision Table Administration
The Vault Revision Table feature allows you to automatically update a drawing's revision table with Vault data when properties are synchronized through the Job Server.
Properties Administration
Property Administration includes tasks to create and manage property definitions. You must have administrative access to perform these tasks.
Items Administration
Learn about items administration in Vault.
Change Order Administration
The Change Orders tab contains options for controlling change order behavior, configuring the markup folder, and managing change order link properties. You can also disable the Change Orders feature.
Users, Groups, and Roles
Administrators can grant users access to a vault, create and assign roles, and create user groups.
Custom Objects Definition Administration
Custom Objects allow Vault administrators to use an extensible system to create new Vault entities to meet the needs of their team, organization, or company.
Vault Factory Integration
The Vault integration features let you store, view, and download assets; and manage libraries using Vault Professional.
Configure E-Mail Notifications
Configure Autodesk Vault for ERP email notification and change order email notification.
Data Standard Administration
Data Standard is a data control feature for the Vault Client, Inventor, and AutoCAD that allows administrators to enforce how users enter Vault data.
Fine-Tune Searches with the Search Slop Factor
In addition to understanding and leveraging the basics of search tokens and search properties to return more accurate Vault searches (see Searching a Vault), administrators can also manipulate the "range" of Vault search results users receive by modifying the Lucene "search slop factor" in the web.config file.
Reports and Templates Administration
The Vault administrator can create search reports, create and modify report templates, and configure Data Mapping output settings to optimize how collected data is displayed.