Item Administration Settings

The Items tab on the Vault Settings dialog 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.

Access the Items Tab on the Vault Settings Dialog

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

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.