Checking out a file changes the read-only attribute of the local copy to read/write. Once a file is checked out, it can be edited. Only one member of a team can check out a file at one time. No one else can modify a checked out file until it has been checked back into the vault. Refer to the User Name column to determine who has a certain file checked out. You can check out one file, multiple files, or all files in a folder depending on the options you select in the Check Out dialog box.
The Get Revision and Check Out commands retrieve writeable files from the vault and place them in your working folder, so that you can modify them. Only one user can have a file checked out for editing at one time. If a user needs to get the latest version of a file that has been checked out, use the Refresh command.
The Revision feature is available in Autodesk Vault Workgroup, Collaboration, and Professional.
To return the file to the vault, you can use the Check In command to confirm your changes and copy your local, modified file into the vault. You can also use the Undo Check Out command. Undo Check Out does not update the vault. All the changes made to the local copy since you last checked out the file are lost.
The Get/Check Out dialog has different options based on the edition of Autodesk Vault. Additionally, certain add-ins have different workflows than the stand-alone client. The different workflows for checking files out of a vault are listed in this section.
The Get/Checkout dialog for Vault 2014 has two settings: collapsed and expanded.
Get/Checkout Dialog Collapsed - Vault 2014
Get/Checkout Dialog Expanded -Vault 2014
Features of the Get/Checkout Dialog
Feature |
Details |
---|---|
Thumbnail View
|
If only one file is selected, a thumbnail of the file is displayed. If more than one file is selected, a generic thumbnail with multiple documents is displayed. |
Include Children
|
You can automatically include specified children files for check out whenever you check an object out of the vault. Tip: Hover your mouse over the Include Children Button at any time to see the current inclusion settings.
Click the Include Children button to add the specified children file types to the current list of files. Click the drop-down arrow beneath the Include Children Button to change which children types are included when the button is clicked. You can disable the feature by clicking it again. All include settings are ignored until the button is enabled again. |
Include Parents
|
You can automatically include specified parent files for check out whenever you check an object out of the vault. Tip: Hover your mouse over the Include Parents Button at any time to see the current settings.
Click the Include Parents Button to add the specified parent file types related documentation to the current list of files. Click the drop-down arrow beneath the Include Parents Button to change which parent types, if any, are included when the button is clicked. You can disable the feature by clicking it again. All include settings are ignored until the button is enabled again. |
Include Links
Note: This feature is available when an object with links is selected in Vault Workgroup and Vault Professional.
|
You can automatically include specified linked object types for check out whenever you check an object out of the vault. Click the Include Links button to include the objects linked to the object selected for check out. These links could be to other files, folders, items, change orders, or custom objects (in the example, Contact represents a custom object in the vault). Tip: Hover your mouse over the Include Links Button at any time to see the current settings.
Click the drop-down arrow beneath the Include Links button to change which linked objects you want included when the button is clicked. You can disable the feature by clicking it again. All include settings are ignored until the button is enabled again. |
Check
|
The Check button provides a fast way to select all of the objects listed for check out. You can also set it so that whenever the button is clicked, only the objects you initially selected when you launched the Get/Check Out dialog are selected. This is a useful feature if you have enabled the Include Children, Include Parents, or Include Links buttons and want a fast way to select everything for check out. Tip: Hover your mouse over the icon at any time to see the current settings.
Click the drop-down arrow beneath the Check button to change your settings for what happens when the button is clicked.
Selection Settings
|
Comments
|
Click the Comments button to add a description or document the purpose for checking out the selected files. Tip: Hover your mouse over the Comments button to see any comments already recorded.
|
Select Revision
Note: The Revision feature is available in Autodesk Vault Workgroup and Vault Professional.
|
Select the revision that you want to retrieve from the vault on the Revision drop-down menu. If you choose the Latest, then the latest version of the leading revision is retrieved. If multiple files are selected, then the latest version of the leading revision is retrieved. |
Use released for related files check box
|
Select this check box to get the released versions of related files that are selected for check out. |
View Settings
|
Click one of the view icons in the View Settings drop-down to control how files in the vault are displayed. |
Grid Controls
|
Right-click on the Get/Checkout view pane to customize how files are displayed, including which columns are included, how files are aligned, and how files are sorted. Refer to Custom Grid Options for more information. |
Selected for Check Out Column
|
Indicates which objects are currently selected for check out. |
Object Selection Counters
|
At the bottom of the dialog are two icon references that tell you how many files are selected for Check Out and how many files are available for Check Out in the Get/Checkout pane. |
Pin Dialog in Expanded Mode
|
When the dialog is expanded, it does not retain that mode when next opened. Click the Pin button to lock the dialog in the expanded mode each time it is opened. |
Expand to Show Details
|
Click the expand button to toggle between collapsed and expanded view of the Get/Checkout dialog. |
Working Folders Drop-Down Menu
|
You can select whether to use the default working folder or select another folder to store the local copies of the objects that you download. You can also select no working folder. |
Get/Check Out (Vault Basic)
Perform these steps to get/checkout files and folders in Vault Basic.
The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.
If you want to see all of the files listed with the Include Children and Include Parents buttons enabled, or if you want to manually select files for checkout, click the Expand button to see the complete list and make your selections.
If you have selected only one file for check out and you want to specify the version of the file, click the Expand button and select the version from the Version drop-down list.
The selected files are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.
Get/Check Out (Vault Workgroup)
Perform these steps to get/checkout files and folders in Vault Workgroup.
The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.
If you want to see all of the Vault objects listed with the Include Children, Include Parents, or Include Links buttons enabled, or if you want to manually select objects for checkout, click the Expand button to see the complete list and make your selections.
If you have selected only one file for checkout and you want to specify the revision of the file, click the Expand button and select the revision from the Revision drop-down list.
The selected Vault objects are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.
Get/Check Out (Vault Professional)
Perform these steps to get/checkout files and folders and custom objects in Vault Professional.
The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.
If you want to see all of the Vault objects listed with the Include Children, Include Parents, or Include Links buttons enabled, or if you want to manually select objects for checkout, click the Expand button to see the complete list and make your selections.
If you have selected only one file for checkout and you want to specify the revision of the file, click the Expand button and select the revision from the Revision drop-down list.
The selected Vault objects are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.
This video shows you the steps for checking out a file in Autodesk Vault 2014.
Get/Check out Dialog for Multiple Files in Autodesk Vault Professional 2013
Select Revision
Select the revision that you want to retrieve from the drop-down. If you choose the Latest, then the latest version of the leading revision is retrieved.
View Settings
Click one of the view icons to control how files in the vault are displayed.
Include Parents or Dependents
Get/Checkout Settings
Click the Settings icon to launch the Settings dialog and configure the Get/Checkout Settings.
Comments
Get/Check Out Files with the Vault Client (Vault Basic)
Perform these steps to get/checkout files in Vault Basic only.
The selected files are copied from the vault to your local folder if Download files is enabled. You can now edit the files.
Get/Checkout Files with the Vault Client (Vault Workgroup, Collaboration, and Professional)
The selected files are copied from the vault to your local folder if Download files is enabled. You can now edit the files.
You can also right-click on a folder in the vault, and then select Check Out Entire Folder to check out a vault folder and all of its contents.
Get/Checkout Multiple Files in a Folder using the Vault Client (All Editions)
Follow these steps to check out multiple files located in a single folder.
Note: When you check out multiple files, only the latest version or revision is retrieved.
The folder contents are copied to the working folder.
Get/Checkout Multiple Files in a Folder using the Vault Client (Vault Workgroup, Collaboration, and Professional)
Perform these steps to get/checkout multiple files located in the same folder. This features is available only in Vault Workgroup, Collaboration, and Professional editions.
The image represents the Include links dialog for Vault Professional.
Note: When you check out multiple files, only the latest version or revision is retrieved.
The Get/Checkout dialog for Vault 2014 has two settings: collapsed and expanded.
Get/Checkout Dialog Collapsed - AutoCAD Vault Add-in 2014
Get/Checkout Dialog Expanded - AutoCAD Vault Add-in 2014
Features of the Get/Checkout Dialog
Feature |
Details |
---|---|
Thumbnail View
|
If only one file is selected, a thumbnail of the file is displayed. If more than one file is selected, a generic thumbnail with multiple documents is displayed. |
Include Children
|
You can automatically include specified children files for check out whenever you check an object out of the vault. Tip: Hover your mouse over the Include Children Button at any time to see the current inclusion settings.
Click the Include Children button to add the specified children file types to the current list of files. Click the drop-down arrow beneath the Include Children Button to change which children types are included when the button is clicked. You can disable the feature by clicking it again. All include settings are ignored until the button is enabled again. |
Include Parents
|
You can automatically include specified parent files for check out whenever you check an object out of the vault. Tip: Hover your mouse over the Include Parents Button at any time to see the current settings.
Click the Include Parents Button to add the specified parent file types related documentation to the current list of files. Click the drop-down arrow beneath the Include Parents Button to change which parent types, if any, are included when the button is clicked. You can disable the feature by clicking it again. All include settings are ignored until the button is enabled again. |
Include Links
Note: This feature is available when an object with links is selected in Vault Workgroup or Vault Professional.
|
You can automatically include specified linked object types for check out whenever you check an object out of the vault. Click the Include Links button to include the objects linked to the object selected for check out. These links could be to other files, folders, items, change orders, or custom objects (in the example, Contact represents a custom object in the vault). Tip: Hover your mouse over the Include Links Button at any time to see the current settings.
Click the drop-down arrow beneath the Include Links button to change which linked objects you want included when the button is clicked. You can disable the feature by clicking it again. All include settings are ignored until the button is enabled again. |
Check
|
The Check button provides a fast way to select all of the objects listed for check out. You can also set it so that whenever the button is clicked, only the objects you initially selected when you launched the Get/Check Out dialog are selected. This is a useful feature if you have enabled the Include Children, Include Parents, or Include Links buttons and want a fast way to select everything for check out. Tip: Hover your mouse over the icon at any time to see the current settings.
Click the drop-down arrow beneath the Check button to change your settings for what happens when the button is clicked.
Selection Settings
|
Comments
|
Click the Comments button to add a description or document the purpose for checking out the selected files. Tip: Hover your mouse over the Comments button to see any comments already recorded.
|
Select Revision
Note: The Revision feature is available in Autodesk Vault Workgroup and Vault Professional.
|
Select the revision that you want to retrieve from the vault on the Revision drop-down menu. If you choose the Latest, then the latest version of the leading revision is retrieved. If multiple files are selected, then the latest version of the leading revision is retrieved. |
Use released for related files check box
|
Select this check box to get the released versions of related files that are selected for check out. |
View Settings
|
Click one of the view icons in the View Settings drop-down to control how files in the vault are displayed. |
Grid Controls
|
Right-click on the Get/Checkout view pane to customize how files are displayed, including which columns are included, how files are aligned, and how files are sorted. Refer to Custom Grid Options for more information. |
Selected for Check Out Column
|
Indicates which objects are currently selected for check out. |
Object Selection Counters
|
At the bottom of the dialog are two icon references that tell you how many files are selected for Check Out and how many files are available for Check Out in the Get/Checkout pane. |
Pin Dialog in Expanded Mode
|
When the dialog is expanded, it does not retain that mode when next opened. Click the Pin button to lock the dialog in the expanded mode each time it is opened. |
Expand to Show Details
|
Click the expand button to toggle between collapsed and expanded view of the Get/Checkout dialog. |
Working Folders Drop-Down Menu
|
You can select whether to use the default working folder or select another folder to store the local copies of the objects that you download. You can also select no working folder. |
Get/Check Out (Vault Basic)
The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.
If you want to see all of the files listed with the Include Children and Include Parents buttons enabled, or if you want to manually select files for checkout, click the Expand button to see the complete list and make your selections.
If you have selected only one file for check out and you want to specify the version of the file, click the Expand button and select the version from the Version drop-down list.
The selected files are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.
Get/Check Out (Vault Workgroup and Vault Professional)
The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.
If you want to see all of the related files with the Include Children, Include Parents, or Include Links buttons enabled, or if you want to manually select objects for checkout, click the Expand button to see the complete list and make your selections.
If you have selected only one file for checkout and you want to specify the revision of the file, click the Expand button and select the revision from the Revision drop-down list.
The selected files are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.
The following options are available when checking out a file with the AutoCAD Vault Add-in:
The Revision feature is available in Autodesk Vault Workgroup, Collaboration, and Professional.
You also have the options to apply the vault operation to any children of the file.
The following vaulting options are available when a file is checked out:
Perform a Quick Checkout
Get a Particular Revision of a File
The Revision feature is available in Autodesk Vault Workgroup, Collaboration, and Professional.
The Get/Check Out Files dialog box is displayed.
The following options are available when checking out a file with the Inventor Vault Add-in:
The Revision feature is available in Autodesk Vault Workgroup, Collaboration, and Professional.
You also have the options to apply the vault operation to any children, or parents of the file.
The following vaulting options are available when a file is checked out:
To Perform a Quick Checkout
To Get a Particular Revision of a File
The Revision feature is available in Autodesk Vault Workgroup, Collaboration, and Professional.
You can check out one file, multiple files, or all files in a folder depending on the options you select in the Check Out dialog box.
For Office 2007 and Office 2010, select Check Out from the Vault ribbon.
Checking out a file copies the file version or revision in the vault to your local working folder. Once a file is checked out, it can be edited. Only one member of a team can check out a file at one time. No one else can modify a checked out file until it has been checked back into the vault.
Launch the Autodesk Vault client application to see who has a file checked out. The person to whom a file is checked out will be listed in the User Name column.
You can check out one file, multiple files, or all files in a folder depending on the options you select in the Check Out dialog box.
The following options are available when checking out a file in Vault Workgroup, Collaboration, and Professional.
All Vault editions have the option of checking out any children of the file as well.
Once you are finished editing a file, you can check the file back into the vault to store your changes or Undo Checkout to cancel any changes and return the file to the Vault as the version it was before you checked it out.
Check a File out of a Vault
The Get/Checkout File dialog is displayed.
Get a Revision from a Vault
The Revision feature is available in Autodesk Vault Workgroup, Collaboration, and Professional.
The Get/Checkout File dialog is displayed.