Vault Connector to Fusion Manage
After enabling the connector, an administrator must configure the mapping settings within the Vault Client. This involves selecting the target Fusion Manage workspace and defining how Vault Item properties correspond to the properties in Fusion Manage.
Prerequisites:
- The Vault Connector must be enabled in the ADMS Console.
- The service account can use a user or network license. Network-license users must set the license server address in ADMS Console so the connector can obtain a license. See Vault licensing.
- You must have a revision-controlled workspace in Fusion Manage designated for the sync.
- A Fusion Manage out-of-the-box Items workspace (previously known as Items and BOMs) is to be used for the integration.
- Vault Items must be in use since the connector will synchronize with FM at the Item level.
- Additional Property mapping between Fusion Manage and Vault Items, if any. (Other than out-of-the-box)
- The target Fusion Manage workspace must contain the following system properties. These are essential for the connector to function correctly:
IMAGE
PDM_SOURCE_TYPE
PDM_SOURCE_ID
PDM_ITEM_ID
PDM_ITEM_VERSION
PDM_MASTER_ID
PDM_SOURCE_NAME
PDM_VAULT_NAME
SOURCE
- Only roles with these permissions in both Vault and Fusion Manage will be able to configure these mappings:
- "Vault Option Set / Get" in Vault.
- Read / Write Permissions to the Fusion Manage Workspace.
Default Mappings
Out of the box, the Vault Connector provides the following default property mappings to serve as a recommended starting point for your configuration. These properties are optional for the Vault Connector to function.
| Vault Property |
Fusion Manage Property |
Entity Type |
| Title (Item, CO) |
Title |
Item |
| Description (Item, CO) |
Description |
Item |
| Category Name |
PDM Category |
Item |
| Date Modified |
PDM Last Modification Date |
Item |
| Last Updated By |
Responsible Designer |
Item |
| Units |
PDM_UNIT_OF_MEASURE |
Item |
| Material |
Material |
Item |
| BOMOrder |
Row Order |
BOM |
| QuantityNumber |
Qty Pos |
BOM |
Complete these tasks to configure the Vault Connector for Fusion Manage:
- Map Fusion Manage Tenants and Workspaces
- Map Vault Properties
- Configure sync rules
- Configure attachment synchronization
- Map Vault and Fusion Manage states