Sync Items to Fusion Manage

The Vault Connector allows users to synchronize Vault Items and their associated data directly to a Fusion Manage workspace. This can be done on-demand from the Vault client or automatically as part of a lifecycle state change.

Prerequisites for Syncing

Before you can use the Sync to Fusion Manage or Go to Fusion Manage commands, the following conditions must be met:

• The Vault Connector must be enabled in the ADMS Console.
• Property mappings must be configured between Vault and the target Fusion Manage workspace.

The Synchronization Process

When an Item is synced from Vault to Fusion Manage, the connector performs the following actions in sequence:

1. Creates a corresponding item in the target Fusion Manage workspace.
2. Populates the item's Bill of Materials (BOM) based on the Vault Item's BOM.
3. Uploads and attaches relevant files to the Fusion Manage item.

Synced Attachments

The synchronization process includes the following types of attachments from the Vault Item:

• Direct attachments (excluding design files).
• DWF attachments from primary and tertiary linked files.
• Design representation attachments (such as PDF or STEP files) from primary and tertiary linked files.

Sync Items from Inventor

You can also sync Items to Fusion Manage directly from the Vault add-in in Inventor. When the Vault Connector is configured, select an Item in Inventor and use the Sync to Fusion Manage action to push it to Fusion Manage without switching to the Vault client.

Important Considerations

• Item Revisions: The Vault Connector synchronizes Item data but does not sync the Item's revision history. Each sync updates the existing record in Fusion Manage to match the current version in Vault.
• Go to Fusion Manage: The Go to Fusion Manage command is only available for Items that have been successfully synchronized at least once.