The Vault Connector handles Item synchronization through an automated process that includes initial sync, resync, and status tracking. The connector manages Item creation, field updates, attachments, and BOM synchronization.

Initial synchronization

When an Item is synchronized for the first time from Vault to Fusion Manage, the connector performs the following actions:

• Uses the Item Number as the reference key
• Creates a new Item in Fusion Manage if the Item Number does not exist
• Updates the existing Item in Fusion Manage if the Item Number already exists
• Updates Item fields based on the configured property mapping
• Attaches relevant files to the Item
• Creates the BOM and updates BOM fields based on mapping

Attachments during initial sync

The connector attaches the following file types during initial synchronization:

• DWF and DWFx files for 3D models
• DWF, DWFs, DXF, and PDF files for 2D drawings
• STEP files for 3D models
• Direct Item attachments (excluding the native design file)

BOM creation during initial sync

The connector creates the BOM in Fusion Manage with the following behavior:

• BOM structure follows the latest version in Vault
• BOM number column follows Position Number from Vault
• If Position Number is missing, the connector uses Row Order
• BOM fields update based on the configured property mapping

Resynchronization

After the initial sync, subsequent synchronizations use a different reference and update behavior:

• Uses the Item ID as the reference (Item Number no longer acts as reference)
• Only Items with a newer version in Vault will be synced to Fusion Manage
• Updates Item fields according to the configured property mapping
• Manages attachments with specific rules
• Updates BOM structure and fields

Attachments during resync

The connector handles attachments during resynchronization with these rules:

• Files removed from Vault are not removed from Fusion Manage
• Files removed from Fusion Manage are re-added if still present in Vault
• New attachments from Vault are added to Fusion Manage

BOM updates during resync

The connector updates BOMs during resynchronization with these behaviors:

• BOM Items added manually in Fusion Manage are not removed
• BOMs with revision pinned in Fusion Manage preserve the link
• BOM fields update based on the configured property mapping
• New BOM rows from Vault are added to Fusion Manage

Synchronization status tracking

The Vault Connector tracks synchronization status using three dedicated Vault properties that automatically update after each sync attempt.

Fusion Manage Link State

Displays the current status of the Item in relation to Fusion Manage:

• Blank: Item has never been synced to Fusion Manage
• Up to Date: Latest version successfully synced to Fusion Manage
• Out of Date: Latest version not yet synced, or sync failed

Fusion Manage Sync Status

Shows the result of the most recent synchronization attempt:

• Blank: Item has never been synced
• Successful: Latest sync completed without errors
• Error: Latest sync attempt failed

Fusion Manage Synced Date

Records the date and time of the last successful or failed synchronization attempt. This field is blank if the Item has never been synced.

Notifications and logs

The Vault Connector provides visibility into synchronization activities through multiple channels:

• Toast notifications: Display after every sync attempt in the Vault client, confirming success or failure
• ADMS Console logs: Record all connector activities, including successful syncs and detailed error information
• Status properties: Provide at-a-glance status information in the Vault client Item views

For automated synchronization triggered by lifecycle state changes, no toast notification appears in the Vault client. The status updates in the Item properties and ADMS logs provide the sync results.

Version handling

The Vault Connector synchronizes Item data but does not sync the Item revision history. Each synchronization updates the existing record in Fusion Manage to match the current version in Vault. This approach ensures that Fusion Manage always reflects the latest approved data from Vault.