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Vault Data Standard - Tutorial

The course targets Vault key users and Vault Administrators getting started with Data Standard customization. VDS offers several options to customize the behavior by enabling options in Vault Behavior Configuration, e.g., Vault Numbering for Projects. Other customizations require editing of VDS configuration files, like Dialog definitions or PowerShell scripts reflecting the business rules and user guidance handling file's metadata.

Advanced customizations, like dialog extensions by additional user controls or tabs, require more skills in creating Dialogs (Windows Presentation Foundation) and in writing PowerShell scripts using direct Vault API (Application Programming Interface) calls. This tutorial does not cover any advanced topics. However, the transition from Chapters 10 onwards to more in-depth scripting relates to each student's ambitions and interest in learning programming concepts.

Content Overview

  • Chapter 01 - Chapter 06: Essential Customizations that don't require scripting or programming skills
  • Chapter 07 - Chapter 09: Customizations introducing editing of Data Sheet definition files (xaml)
  • Chapter 10 - Chapter 13: Extended customizations using PowerShell scripting to build company-specific business rules and automation
  • Chapter 14 - Use Vault themes and styles for custom configurations

Downloads

Click here to download the training files and full workflow documentation including step by step instructions to complete all exercises.

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