Manage Custom Object Security

Release Availability

The custom objects feature is available in certain editions of Vault. Refer to the following table to see if your edition supports this feature.

	2012	2013	2014
Autodesk Vault Basic
Autodesk Vault Workgroup
Autodesk Vault Collaboration
Autodesk Vault Professional

Learn About Custom Objects

Custom Object Definition

• The Custom Object definition is the type of entity that is being created. For example, an administrator can create a custom object definition called Contacts or Tasks.

  Custom Object Definitions are created, edited, and deleted on the Configure Custom Objects Dialog. You can access the Configure Custom Objects Dialog through the Custom Objects Tab on the Vault Settings dialog. You must be an administrator to create and modify custom object definitions.

Custom Object Instance

• When the user creates a new custom object based on a definition, this is considered an instance. For example, an administrator creates a custom object definition called Contact. A user could then create an instance of that custom object called Bob Smith.
• Users can attach files, folders, and other Vault entities to a custom object with a link.

  For example, if a custom object definition has been created called Tasks and a user has created a task called Review John's Design, the task (Review John's Design) can be linked to John's design in the vault.

• Custom Object instances can be checked in, checked out, undergo a change state, and managed with many common Vault commands. Similarly, linked objects are also affected, depending on the user's settings for the Vault function.

  For example, if a user wants to check out a custom object and the custom object has links to files, folders, items, or change orders; the files associated with that linked data are gathered and checked out as well.

Manage Custom Object Definition Security

Security can be configured for a custom object definition. This security will be the system Access Control List (ACL) and will apply to all instances of the custom object definition.

Define Custom Object Definition Security

1. In the Autodesk Vault Client, click Tools Administration Vault Settings.
2. In the Vault Settings dialog box, select the Custom Objects tab and click Configure.
3. Create a new custom object definition or edit an existing custom object definition.
4. Click Security.
5. Use the Add button to add existing users and groups to the list. Once the user or group is added to the list, select the user or group and modify the permission by checking or unchecking the associated value.
6. Users and groups can be removed from the access control list by clicking Remove.

For more information on Roles in role-based security, see Roles and Permissions.

Edit Custom Object Definition Security

Important: Edits that are made to the security of the custom object definition affect all existing instances of the custom object.
1. In the Autodesk Vault Client, click Tools Administration Vault Settings.
2. In the Vault Settings dialog box, select the Custom Objects tab and click Configure.
3. Choose an existing custom object definition.
4. Click Edit.
5. Click Security.
6. Use the Add button to add existing users and groups to the list. Once the user or group is added to the list, select the user or group and modify the permission by checking or unchecking the associated value.
7. Users and groups can be removed from the access control list by clicking Remove.

Perform a Security Override on a Custom Object Instance

Editing the security of the custom object changes the security of each instance created in the Vault. For example, editing the security for a custom object definition called Contacts would change the security for each instance of a Contact (e.g., Bob Smith, Marla Green, Bakersfield Motors, etc.)

Additional security can be configured for each instance with a security override. The system Access Control List (ACL) configured for the definition can only be modified in the administration dialog. Security overrides can be applied to each instance from the properties dialog.

For more on security and security overrides, see Security Overrides.

Perform a security override on a custom object instance

1. Right-click on a custom object instance in the Vault and select Properties.
2. Select the Security tab to view and modify security for the instance.
3. Notice the Security Mode field indicates that there is either role-based security or object-based security for the instance.
Note: Like files, the system ACL cannot be modified for an instance. The system ACL has to be set on the entire definition in the administration dialog.
4. Select the Security Override check box.
5. Now that you are viewing the overriden security of the instance, add users to the access control list.
6. Click OK.

A security override is applied to the custom object instance. This means that the system security is no longer the effective security. The overriden security will be effective until it is removed. At that time, the system ACL will be the effective security.