Autodesk Vault Help

Contents New in Vault 2014 Subscription Release 1New in Vault 2014What Is Vault?Vault ArchitectureVault EditionsWhich Applications Support the Vault Add-in?General Vault TasksEssential Vault SkillsGo to VaultLog in and Log outCheck the Connection to the Vault Server (Add-ins Only)Working FoldersSet the Working FolderShare a Working FolderWorkspace SynchronizationWorkspace SyncQuick SyncSpecify Synchronization SettingsGo to Workspace (Add-ins Only)View Files in a VaultView File Details and HistoryPreview a FileView File RelationshipsAdd Files to a VaultOpen or Place from VaultCheck-inCreate a Folder in a VaultSelect Vault LocationGet/CheckoutUndo File CheckoutManage Visualization FilesConfigure Settings for Vault OperationsRefresh File from Vault (Add-ins Only) Searching a VaultKeyboard Shortcuts for Vault CommandsAutodesk Vault Icon ReferenceConfigure the Vault EnvironmentCustom Grid OptionsConfigure Vault OptionsManage PromptsSuppress DialogsSet Document Preview PreferencesOrganize ColumnsSort, Group, and Filter ColumnsCustomize the ViewCustomize FieldsCustomize Toolbars and Menu CommandsUse Filters to Customize Folder ViewsManage Custom ViewsManage the Shortcuts PaneWork with Files and Folders in VaultView File DetailsView Folder DetailsView Custom Object DetailsView File and Folder SecurityView Custom Object SecurityAccess Control ListsConfigure Security for Files, Folders, and Custom ObjectsChange the Working FolderMove FilesMove FoldersUpdate File References for Migrated FilesRename FilesRename FoldersUpdate File ReferencesReplace FilesCopy DesignCopy a DesignFind and Replace Text During Copy DesignLabelsLabel a FileCreate a LabelEdit a LabelDelete a LabelExtract LabelsRestore a LabelShare Vault DataCopy a Hyperlink to a FileEmail a File in a VaultEmail a Link to a File in a VaultPack and GoPack and Go for FilesPack and Go for ItemsRevisions, Categories, and Lifecycles and StatesRevisionsRevise FilesGet RevisionChange a Revision SchemeLifecycles and StatesChange Lifecycles and StatesCategoriesBatch Plotting FilesBatch Plot Files and FoldersAdjust the Order of the Plot ListReview and Customize the Page Setup for Files and SheetsSubmit a Plot ListSave a Plot ListAssign a Plot Job NameAdd or Remove Files and Sheets from the Plot ListOpen a Plot ListRefresh a Plot ListCreate a New Plot ListView the Data Source for a Plot ListSpecify Plot Job OptionsSpecify Plot Stamp OptionsSpecify Plot Watermark OptionsMonitor Plot JobsAccess the Plot Monitor DialogStop, Pause, and Restart Plot JobsExport the Plot Monitor ListHow the Job Server Works Job ProcessorAccess the Job ProcessorConfigure the Job Processor to Start AutomaticallyView Job TypesSubmit a Single Job Using the Vault ClientSubmit Multiple Jobs Using the Vault ClientSubmit a Job During Check-inSubmit Visualization DWF/DFX Jobs for Inventor FilesUpdate the DWF View in the Web ClientProjectsCreate a Project in VaultProject LinksCreate a Project LinkCopy a Project LinkDelete a Project LinkDelete a Target with Project LinksInclude Project LinksMove a Project LinkCreate a Project ReportPropertiesWork with Properties in the Vault ClientEdit Properties in Vault Client (Main View)Edit Properties for Multiple Object Types Properties GridEdit Properties with the Properties GridHide Properties in the Properties GridRestore Properties to the Properties GridUpdate Properties–Vault Add-insVault Revision Tables (Add-ins Only)Create a Revision Table in AutoCADCreate a Revision Table in InventorSet the Location of the Revision Table Template in AutoCADEdit the Revision Table Template in AutoCADInsert Data Manually into a Revision Table in AutoCADUpdate the Revision Table in AutoCADUpdate the Vault Revision Table in InventorView the Vault Revision Table Mapping in AutoCADView Vault Revision Table Mapping in InventorInsert Manual Entries in a Revision Table in InventorItemsView Item DetailsGo to an ItemEdit an ItemCreate an ItemAttach Properties to an ItemAdd an Item to a Change OrderEdit Properties on an ItemAttach a File to an ItemChange Item RevisionAssign ItemsRestore an ItemSet Item EffectivityWork with Item File LinksPurge Item HistoryBills of MaterialsBill of Materials - ReorderingBill of Materials - ExportingBill of Materials - ComparingBill of Materials - Autodesk Inventor and ManufacturingBill of Materials - Changing the Quantity of an ItemBill of Materials - Adding a RowBill of Materials - Go to an ItemBill of Materials - Removing a RowChange OrdersView Change OrdersAdd Files or Items to Change OrdersAdd Comments to a Change OrderAdd Files and Markups to CommentsAttach Files from a Change Order to a CommentChange Order Routings and Routing RolesWork with Change Order StatesManage NotificationsChoose a Change Order Numbering SchemeCustom ObjectsAdd a New Custom Object InstanceEdit a Custom Object Instance Custom Objects and CategoriesCustom Objects and LifecyclesCustom Objects and PropertiesView Custom Object PropertiesOwnership–General TasksFile OwnershipFolder OwnershipItem OwnershipChange Order OwnershipCustom Object OwnershipOwnership–Vault Add-insAutodesk Vault Thin ClientThin Client - Configure Browser SettingsThin Client - Log In and Log OutThin Client - The InterfaceThin Client - Project ExplorerThin Client - Customize Your ViewThin Client - Manage FilesThin Client - Items AdministrationThin Client - SearchingThin Client - PrintingThin Client - Settings Vault Add-insAdd-in - AutoCADAbout Inventor Link File and Autodesk VaultAttach from Vault in AutoCAD Check In SettingsCommand Line CommandsContext Menu OptionsDetailsExtracting File PropertiesGenerate File NumberGeospatial Properties Extraction and IndexingLearn about the External References Palette with the AutoCAD Vault Add-inSheet Set Manager IntegrationUnderstanding Sheet Sets and VaultWorking with Legacy Sheet Sets in VaultExtract Sheet Set PropertiesWorking on an Offline Vaulted Sheet SetRefresh Model Views in Sheet Set ManagerAdd New Location from VaultToolbar OptionsUsing the AutoCAD Electrical Project Manager with the Vault Add-inUsing the AutoCAD Vault ARXAdd-in - InventorGenerate File NumberIntroduction to Data CardsLearn About Data MappingGenerate Data Mapping ReportsManage Chart ElementsMap Report DataThe Vault Browser in Autodesk InventorUsing Autodesk Inventor LibrariesView the Version History of a Part in Autodesk InventorWorking with Level of Detail and Vault FilesShow Details in InventorAdd-in - RevitCheck Vault Connection Status in RevitUsing Vault with RevitOpen Revit File from VaultSave a Revit File to VaultLoad Family from VaultSearching Revit Family Files in a VaultLoad .adsk Files from VaultCustomize the Load Family DialogLoad Groups from VaultLinking Files from VaultLink a File from VaultLink a DGN from VaultInsert a DWG from VaultLink a DWF or DWFx Markup from VaultImporting Files from VaultImport a File from VaultImport a DGN File from VaultImport a DWG from VaultManually Configure a SiteSelect Design ModelAdd Revit Files to VaultAdd Revit Folders to VaultAdd Sheets to a VaultSync on DemandRestore a Revit Project FileSelect a Shared Parameters File in VaultProperties and the Revit Vault Add-inConfigure Revit Vault Add-In OptionsConfigure Sharing Options for Revit Vault Add-inConfigure Mapping Options for Revit Vault Add-in (2014)Configure Mapping Options for Revit Vault Add-in (2014 Subscription Release 1)Configure the Share Path for the Revit Vault Add-inConfigure Searching Options for Revit Vault Add-inAutodesk Vault OfficeVault Add-in for OutlookProject SyncAdd from BuzzsawUpdate from BuzzsawShare to BuzzsawSync Now Lifecycle Event EditorAdministrator's TasksVault Server AdministrationAutodesk Data Management Server ConsoleVault DataLog into the ADMS ConsoleNavigate the ADMS ConsoleAutodesk Vault Server SummaryVaults SummarySpecific Vault SummaryLibrary SummarySpecific Library SummaryManagement SummarySpecific Logs SummaryWorkgroups SummarySites SummaryPerform Vault MaintenanceServer Maintenance Part 1: Back Up Your VaultServer Maintenance Step 2: Restore Vault DataServer Maintenance Part 3: Re-index the ServerServer Maintenance Step 4: Full Content IndexingServer Maintenance Part 5: Maintain Content Center LibrariesServer Maintenance Part 6: Create SQL Maintenance PlanBack Up or Restore a VaultIncremental Backup and RestoreStep 1: Start the Back Up and Restore WizardStep 2: Back Up or Restore a VaultStep 3: View the Results of the Backup or RestoreSchedule a Vault BackupManually Restore a File StoreResolve a Data Validation ErrorSet Up a Remote Backup LocationBack up and Restore Vault with Third Party ToolsManage Vaults and DatabasesMaster VaultDelete a VaultDelete the Master VaultCreate a New Master VaultCreate a VaultAttach and Detach Vaults and DatabasesDetach a VaultAttach a VaultDetach the Master VaultAttach the Master VaultDetach the Master DatabaseMoving a Vault or DatabaseMove a VaultMove the Master VaultMove a DatabaseMove the Master DatabasePurge a VaultMigrating a DatabaseMigrate a DatabaseDefragment a DatabaseFile StoresMove the Vault File StoreRemote File StoresMove the File Store to a Mapped Drive or Remote ShareReconfigure IIS Worker Process and Application Pool After Moving a File StoreContent Center LibrariesInstall, Add, and Remove Content Center LibrariesCreate a LibraryDelete a LibraryCopy a LibraryCopy Libraries During MigrationAttach a LibraryDetach a LibraryExport a LibraryImport a LibraryMove a Content Center LibraryLogsAccess a Log FileSearch a Log FileGo to Source FolderShow More LogsExport LogsTroubleshooting with Vault Server Log FilesCustomize W3C Extended LoggingIndexing PropertiesRe-Indexing PropertiesRe-index File Properties in a VaultForce a Re-IndexCheck the File Property Re-indexing StatusStop Re-IndexingView Re-Indexing DetailsEnable Content IndexingIndexing AutoCAD Block AttributesExtract Block Attribute PropertiesDelete AutoCAD Index Blocks from a VaultEnable Revit IndexingAdvanced Vault Server SettingsAccess Advanced Server SettingsConfigure Impersonation CredentialsConfigure Connection Timeout LimitConfigure the Share PathConfigure How Many Log Files Are DisplayedReset Advanced Server SettingsConfigure ERP NotificationIdentify Email RecipientsSend a Test Email MessageConfigure PagingConfigure Performance ThresholdsConfigure Ownership LeasingManually Configure Timeout SettingsManually Configure the ADMS Console File Import and Export Vault ConfigurationsMulti-Site EnvironmentsIs a Multi-Site Environment Right for You?Enable a Vault for a Multi-Site EnvironmentDisable a Vault from a Multi-Site EnvironmentView Site Details for a Multi-Site EnvironmentChange the Description of a SiteDelete a SiteWorkgroupsAdd a WorkgroupDelete a WorkgroupEdit Workgroup Name or LabelReplicationReplicate Files and FoldersEnter Replication CredentialsReplicate a VaultEnable Workgroup ReplicationDisable Workgroup ReplicationConfigure Workgroup ReplicationView Workgroup Replication StatusView Workgroup Replication DetailsConfigure Replication PriorityExport Replication PrioritiesImport Replication PrioritiesSchedule Replication for a Multi-Site EnvironmentTurn File Compression On and OffAdministrative OwnershipChange Administrative OwnershipChange Default Ownership Setting for Files, Folders, Items, Change Orders, and Custom Objects Users, Groups, and RolesRoles and PermissionsView Roles and PermissionsAssign Roles to UsersManaging UsersView UsersAdd a New UserEdit a User ProfileEdit Your User Profile (Current User)Grant Vault Access to a UserAdd a New Vault Server User AccountActive Directory Accounts and Windows AuthenticationImport an Active Directory Domain User AccountPromote Vault Server Accounts to Active Directory Domain AccountsDemote an Active Directory Domain User Account to a Vault Server User AccountManaging GroupsGrant Vault Access to a GroupView GroupsCreate a GroupEdit GroupsEnable or Disable a GroupAdd or Remove a GroupActive Directory Domain GroupsImport an Active Directory Domain GroupDemote Active Directory Domain Groups to Vault Server GroupsPromote Vault Server Groups to Active Directory Domain GroupsUpdate Domain GroupsLink Domain Users and GroupsServer TasksView Server TasksCommand Line Server ConsoleBack Up the Vault from the Command LineRestore the Vault from the Command LineMigrate Vault Data from the Command LineMigrate Vault Data from the Command Line After Installing a Hot Fix or UpdatePurge File Versions from the Command LineDisable Purge from the Command LineImport Reference Table XML from the Command LineReset Reference Repair from the Command LineRe-Index File Properties from the Command LineRebuild Search Index Data from the Command LineDefragment a Vault Database from the Command LineImport a Library from the Command LineExport a Library from the Command LineAttach a Library from the Command LineDetach a Library from the Command LineDefragment a Library Database from the Command LineRename a Server from the Command LineValidate File Store from the Command LineSynchronize Your Workspace from the Command LineOptional Switches from the Command Line Vault File ServerLog into the File ServerMove a File Store with the File Server ConsoleEnable a Vault with the File Server ConsoleLogsFile Server Administration SettingsBasic File Server Configuration SettingsAdvanced File Server SettingsVault Client AdministrationNavigate Vault Client AdministrationAccess the Vault Settings DialogFile Administration SettingsVisualization Administration SettingsBehavior Administration SettingsItem Administration SettingsChange Order Administration SettingsCustom Objects Administration SettingsAccess the Global Settings DialogSecurity Global SettingsChange Order Global SettingsIntegration Global SettingsAccess Workgroup OwnershipAdministration - FilesUpdate File StatusAutodesk Inventor Project File for Vault OptionsEnforce the Working FolderEnforce Unique Files NamesPropagate Folder PermissionsSet Folder MembershipManage Unique File NamesRemove File ReservationPurging VersionsPurge Versions from the Main ViewPurge Versions from the History TabDeleting FilesDelete Files from a VaultDelete Hot KeysDelete a File with RestrictionsSecurity AdministrationSecurity Overrides for Files, Folders, and Custom ObjectsManually Override SecurityOverride Security Based on StateOverride Security on a Custom Object InstanceEdit a Security OverrideDelete a Security Override Custom Object SecurityDefine Security for a Custom Object DefinitionEdit Security for a Custom ObjectNumbering Schemes File and Item Numbering SchemesDefining File Fields for Numbering SchemesPreview File and Item Numbering SchemesAccess File and Item Numbering SchemesCreate a File or Item Numbering SchemeEdit a File or Item Numbering SchemeSet the Default Numbering Scheme for Files or ItemsDelete a File or Item Numbering SchemeChange Order Numbering SchemesAccess Change Order Numbering SchemesCreate a Change Order Numbering SchemeEdit a Change Order Numbering SchemeSet the Default Numbering Scheme for Change OrdersDelete a Change Order Numbering SchemeVisualization AdministrationConfigure Visualization Attachment OptionsVisualization ManagementPublish OptionsRevision Scheme AdministrationCreate a Revision SchemeDefine a New Format for a Revision SchemeCopy a Revision SchemeCopy a Revision Scheme Format from Another Revision SchemeEdit a Revision SchemeDelete a Revision SchemeImport a Revision SchemeAssign Revision Schemes to CategoriesRemove a Revision Scheme from a CategoryCategory AdministrationView a CategoryCreate a CategoryCopy a CategoryEdit a CategoryDelete a CategoryAssigning CategoriesAssign the Default Category for a VaultAssign a Revision Scheme to a CategoryAssign the Default Revision Scheme for a CategoryAssign Properties to a CategoryAssign the Default Lifecycle Definition for a CategoryAssign a Rule Set to a CategoryCategory Rule AdministrationCreate a New RuleCopy a RuleEdit a RuleManage Rule ConditionsReorder a Rule SetDelete a RuleApply Rules Automatically on CreationLifecycle Definition AdministrationCreate a Lifecycle DefinitionCopy a Lifecycle DefinitionEdit a Lifecycle DefinitionEdit a Lifecycle StateDelete a Lifecycle DefinitionAssign a Lifecycle to a CategoryLifecycle State AdministrationEdit Lifecycle State CommentsEdit Lifecycle State ControlEdit Lifecycle State SecurityEdit Lifecycle State TransitionsLifecycle States (Items)Change the Item Lifecycle State Display NameConfigure Item Lifecycle SecurityLifecycle Rules Settings (Items)Vault Revision Table AdministrationEnable the Revision TableConfigure the Revision TableAdvanced Revision Table ConfigurationProperties AdministrationEdit Property ValuesMapping PropertiesContent Source ProvidersProperty ExamplesManage User-Defined PropertiesManage Change Orders PropertiesConfiguring Data CardsItems AdministrationConfigure Visualization Watermark (Items)Changing Item NumbersResolving ERP Import ConflictsImporting ItemsConfiguring ERPExport ItemsE-mail ERP Import/Export SummaryERP and Vault ProfessionalChange Order AdministrationManage Change Order Routing Definitions Users, Groups, and RolesManaging GroupsManaging UsersRoles and PermissionsOwnership AdministrationCustom Objects Definition AdministrationConfigure E-Mail NotificationsFine-Tune Searches with the Search Slop FactorReports and Templates AdministrationCustomize the Landing PageJob Server AdministrationEnable the Job ServerManage the Job Server QueueAbout Submitting Jobs to the Job ServerSubmit Jobs Automatically Based on Lifecycle State ChangeSubmit Jobs with AutoloaderJob Processor AdministrationJob Processor Command LineHow Job Handlers are LoadedReference Repair UtilityWalkthrough for Manually Repairing ReferencesDisable PurgePart 1: Enter Login Credentials and Folder PathPart 3: Scan Your Vault FolderPart 4: View Scan Results and Accept SuggestionsPart 5: Import Updated File to Fix RelationshipsReset Repaired ReferencesEnable PurgePurge a VaultPurging VersionsAutoloaderSelect Data SourceDuplicate ManagementScan DataLog In and Out of a Vault from AutoloaderMap Vault FoldersCopy and File Redirection ProgressSpecify Data SubsetsView the Upload ProgressReview the ResultsConfigure User PreferencesSharepoint Site Administrator TasksProject Sync AdministrationPerformance EnhancementsInstall VaultVault Installation Overview Vault 2014 RequirementsPlan Your DeploymentIBM Sizing GuideLicensingVault Installation Pre-checksASP Status CheckDNS Connection CheckIIS RootDir CheckOperating System CheckPerformance Counters CheckReboot CheckRemote File Store CheckSQL Server Version CheckDisable User Access Control (UAC)IIS Anonymous Authentication CheckCheck IIS DotNet InteroperabilityKnown Firewall CheckCheck Status of User Access ControlIIS AutodeskDM Existence CheckIIS Filter CheckIIS IP Address Check IIS Default Port CheckIIS Timeout CheckAutodesk Vault Instance Existence CheckDefault Proxy Settings CheckPort 80 Availability CheckFile and Print Sharing CheckAutodesk Vault Database CheckCreate User CheckASPNET Account Permission CheckAutodesk Multi-Site Compliance ChecksInstall the Vault ServerAutodesk Vault Server Quick Start InstallationCustomize the Vault Server InstallationLearn About Microsoft Internet Information Services (IIS)SQL Administration Tasks for Autodesk VaultInstall the Autodesk Vault ServerConfigure Vault to Use a Proxy ServerConfigure the Vault Server to Use a Fully Qualified Domain NameDistributed Teams InstallationDecide on a Local or Remote SQL Database What is a Multiple Site EnvironmentInstall Vault Server on Additional SitesMulti-Site ReplicationAbout Connected WorkgroupsInstall the Autodesk Vault ClientInstall the Vault ClientCustomize the Autodesk Vault Client InstallationAdd and Remove FeaturesInstall Supporting ComponentsInstall the Content CenterInstall Microsoft Sharepoint Vault IntegrationInstall Autodesk Vault OfficeProject Sync InstallationInstall and Enable the Revit Plug-in for Vault Professional 2014 (Server)Repair an InstallationUninstall Autodesk Vault Upgrade Autodesk Vault Introduction to Upgrading VaultPhase 1–Validate Backup and Test MigrationUpgrade Phase 2–Upgrade SQLPhase 3–Upgrade the Vault ServerPhase 4–Upgrade Vault ClientsPhase 5–Create BackupUpgrade a Vault Site Server to a Connected Workgroup Subscriber Developer ToolsVault Developer Framework (VDF)VDF Feature SetLog inSelect Entity from VaultVault Browser ControlDownload/Check outDeveloping with the VDFEnable VDF FunctionalityConnecting to a VaultDownloading Files with the VDFWorking with VDF CurrencyAdditional ResourcesVault BlogsAutodesk ConsultingEnterprise Add-on for Autodesk VaultInstall the Enterprise Add-on for VaultConfigure the Enterprise Add-on for VaultUse the Enterprise Add-on for Autodesk VaultProperty ManagementPublish JobsClone StructureCompare DrawingsEmail NotificationClassify ObjectsContent Center Part GeneratorTroubleshooting the Enterprise Add-on for VaultUseful Facts about the Enterprise Add-on for VaultSupport for the Enterprise Add-on for VaultDownload the Autodesk Vault HelpVault 2014 ReadmeLegal Notices