Learn About the Vault Administrative Dialogs

Files Tab

The Files tab contains options for enforcing unique file names, disabling design file check in, specifying working folder options, and locating duplicates.

Access

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box, select the Files tab. 

Options

• Use Find Duplicates to locate duplicate file names in the vault to help resolve any file name conflicts before enforcing unique file names.
• As a best practice, all CAD design data should be added to a vault using the add-in client for the corresponding CAD application so as to retain and maintain file relationships. CAD data cannot be dragged and dropped into a vault or added through the vault client. By default, this practice is enforced. Turn off the Disable Check In of Design Files check box to allow CAD files to be added without using the corresponding add-in client. By doing so, file relationships will not be maintained.

Working Folder & Inventor Projects

You can enforce a consistent working folder for all clients or allow clients to define their own working folder. And you can enforce a default Inventor project file for all clients or allow clients to use last Vault controlled project file. 

• Click Define to display the Working Folder Options dialog box.

Properties (Autodesk Vault Basic Only)

Click Properties to manage user-defined properties. All of the extracted properties being tracked by the vault can be managed using the Property Definitions dialog box.

• Click File Properties to display the Property Definitions dialog box.

Visualization Tab

The Visualization tab contains options for configuring visualization attachments, managing visualization files, and configuring publishing settings.

Access

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box, select the Visualization tab.

Visualization Attachments

You can enable or disable file attachments, specify where visualization attachments are published, and disable or enable the DWF warnings by clicking Define in the Visualization Attachments section.

• Click Define to configure options for attaching visualization files.

Visualization Management

The Visualization Management options allow you to specify which commands break the link between a data file in the vault and its corresponding visualization file.

• Click Commands to specify which commands remove links to visualization files. 

Publish Options

• Click Options to configure the publishing settings for visualization files.

Behaviors Tab

The Behaviors tab contains options for editing lifecycle definitions and managing revisions, administrating categories and rules, creating and modifying properties, defining customized numbering schemes, and assigning colors in reports.

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box, select the Behaviors tab.

Lifecycles and States

Products have defined lifecycles from inception through production. You can edit and assign lifecycle definitions and configure state comments, security, and transitions on the Lifecycles Definitions dialog box.

Revision Schemes

Revision schemes allow you to manage assign sequence values, formats, and comments to files and items that have been revised.

Categories

Category management provides a way to group properties logically and assign sets of behaviors and rules to one or more files or items.

Category Rules

Rules allow you to automatically assign categories to files or items with particular properties.

Properties

Click Properties to manage user-defined properties. All of the extracted properties being tracked by the vault can be managed using the Property Definitions dialog box.

• Click File Properties to display the Property Definitions dialog box.

Data Cards

Click Data Cards to configure the data card layout in Inventor, including the number of pages and the properties displayed on each page.

• Click Data Cards to display the Configure Data Card dialog box.

Automatic Numbering

Numbering schemes used in the Rename wizard can be defined using the Numbering Schemes dialog box.

• Click Define to create and manage numbering schemes.

Report Management

Color assignments for data mapping and reports are configured on the Assign Color dialog box.

• Click Define to manage color assignments.

Items Tab

The Items tab contains options for configuring units of measure, categories, lifecylce revisions, managing item properties, and defining custom numbering schemes. You can also disable the items feature.

Item Enablement

Enable or disable the Items feature to better control user access.

• Click Configure to display the Enable Items and Change Orders dialog box.

Units

The units of measure are displayed in the Units of Measure dialog box. New units can also be defined.

• Click Configure to display the Units of Measure dialog box.

Lifecycles and Revisions

Rules for bumping the revision can be specified as well as the default revision sequence to use. New revision sequences can also be defined. Automatic file locking can also be enforced on the Items tab.

• Click Rules to display the Administer Lifecycles dialog box and review the bump revision rules.
• Click Configure to change the display name of a lifecycle state.
• Click Security to configure user access to files associated to released items.

Visualization Watermarking

The lifecycle state of an item can be indicated using a watermark on the associated visualization file. The watermark text, style, and position can be customized.

• Click Enable Visualization Watermarking to watermark visualization files associated with items.
• Click Configure to specify watermark options.

Disable Assignment of Design Files (Vault Professional 2012)

You can choose to disable the ability to assign item to design files such as .idw files. If this option is checked design files will only be linked to the Items for which they represent.

Change Orders Tab

The Change Orders tab contains options for restricting item changes to change orders depending on lifecycle or state, configuring the markup folder, managing change order link properties, and defining change order numbering schemes. You can also disable the Change Orders feature.

Change Order Enablement

Enable or disable the Change Orders feature to better control user access.

• Click Configure to display the Enable Items and Change Orders dialog box.

Options

• Turn on the Restrict Item Lifecycle Changes to Change Orders check box to disable manual lifecycle state changes for any user other than those with the Administrator role.
• Turn on the Items on Change Orders Cannot Be in the Work In Progress State When Moving Out of the Change Order Work State to prevent the change order state from moving from Work to Check or Review if any of the items on the change order is in the Work In Progress lifecycle state.

Markup Folder

• Select Use Common Markup Folder to force all markup files to be added to the folder specified by the Configure command. If a folder is not configured, the markup command prompts for a folder in which to place the markups. Click Configure to specify the location for the common markup folder.
• Select Store Markups in the Same Folder as the File Being Marked-up to store the markups with the corresponding file.
• Select User Select Markup Folder to allow users to chose where markup files are stored.

User-Defined Properties

User defined properties for change orders can be created in the Property Definitions dialog. These properties belong to the change order itself and not its contents.

1. Select Properties from the Behaviors tab of the Vault Settings dialog.
2. Create a new UDP and associate it to change orders.

All change orders (new or existing) will have this property associated with it and can be edited as desired. Editing the property can be done from the Edit command of the change order or from the Edit Properties dialog.

For more about editing change order properties, see Work with Properties.

Link Properties

Linked user-defined change order properties are defined and managed in the User Defined Linked Properties (Change Order) dialog box.

• Click Properties to assign user-defined change order linking properties to items or files.
• These properties will be linked with items or files in the records tab.

Change Order Numbering

The numbering scheme used for identifying change orders can be customized.

• Click Define to define your own change order numbering scheme.

Access

1. Click Tools Administration Vault Settings.
2. In the Vault Settings dialog box, select the Change Orders tab.

Custom Objects Tab

In the Vault Settings dialog of the Vault client, the administration can create, edit, and delete custom object definitions from the Custom Objects tab. From there, the adminstrator can choose Configure will populate the Custom Objects dialog that contains the tools needed to manage custom objects.

Access

1. Click Tools ►Vault Settings.
2. In the Vault Settings dialog box, select the Custom Objects tab.
   

Security Tab

The Security tab contains options for granting user access to a vault and assigning user permissions. You can also create groups of users as well as assign access privileges and roles to the groups. The roles assigned to a user or group define the permissions of the user or members of the group.

Users

User accounts are created and administered in the User Management dialog box.

A vault server user account can be created automatically when a Windows user that is a member of an Active Directory group with access to the vault server logs into an Autodesk data management client using Windows authentication. This option is on by default.

Groups

Groups are created and administered in the Groups dialog box.

Roles and Permissions

You can view the roles and the permissions assigned to those roles in the Roles dialog box.

Access

1. Launch the Autodesk Data Management Server Console.
2. Select Tools  Administration  Global Settings.
3. In the Global Settings dialog box, select the Security tab.

Change Orders Tab (for Change Order Routing Definitions)

The Change Orders tab contains options for editing routing lists and workflow definitions.

Routing Definition

Activate routing lists, edit an existing routing, and edit routing participants.

• Click Define to manage routing lists and participants.

Workflow Definition

Select the workflow definition to use from the drop-down list. When the Check state is enabled, a state named Check is added between Work and Review. Approving the change order in the Check state advances it to the Review state. Rejecting the change order returns it to the Work state. The role of Checker is added to the list of roles for routing participants. If the Check state is selected, a new routing cannot be created unless a Checker is assigned. The Standard workflow does not include the Check state or the Checker role.

• Access the workflow definitions dialog by selecting Tools  Administration Global Settings

Access

1. Select Tools  Administration  Global Settings.
2. In the Global Settings dialog box, select the Change Orders tab.

Manage Routing Definitions

Integrations Tab

The Integrations tab contains options for enabling the job server and configuring settings for publishing to SharePoint directories.

Job Server Administration

• An administrator must enable the Job Server before it can process jobs.

SharePoint Options

• Click Configure to configure the settings for publishing to SharePoint directories.

Access

1. Select Tools  Administration  Global Settings.
2. In the Global Settings dialog box, select the Integrations tab.