• Vault Professional
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Get started with Vault configuration and user management

Learn how to set up Vault to use with Inventor and other software for design and collaboration purposes. You will learn how to add users and user groups for access to Vault, including reviewing and editing their roles. You will also be introduced to administration related to Vault lifecycles, categories, and revision schemes.

Type:

Course

Length:

45 min.

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Course overview

Learn how to set up Vault to use with Inventor and other software for design and collaboration purposes. You will learn how to add users and user groups for access to Vault, including reviewing and editing their roles. You will also be introduced to administration related to Vault lifecycles, categories, and revision schemes.

You should be able to:

  • Log in to Vault.
  • Set the working folder.
  • Set up the folder structure.
  • Create an Inventor project file for Vault.
  • Map Vault folders in Inventor.
  • Check in the project file to Vault.
  • Configure working folder options.
  • Review and edit roles.
  • Add user accounts to enable access to Vault.
  • Add user groups to facilitate management of users and their access to Vault.
  • Understand lifecycle administration.
  • Understand category administration.
  • Understand revision scheme administration.

 

About the author

This content was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

 

Before you start

  • Please make sure you have the Vault software loaded.
  • If you have technical difficulties, please reach out to product support.

Course outline

20 min.

Preparing the Vault Environment for Collaboration

This module teaches you how to set up Vault to use with Inventor and other software for design and collaboration purposes. You will learn how to set up the folder structure and configure the files required to perform Vault functions within Inventor and other software environments. 

This module teaches you how to set up Vault to use with Inventor and other software for design and collaboration purposes. You will learn how to set up the folder structure and configure the files required to perform Vault functions within Inventor and other software environments.

This module takes approximately 20 minutes to complete. By the end of the module, you should be able to:

  • Log in to Vault
  • Set the working folder
  • Set up the folder structure
  • Create an Inventor project file for Vault
  • Map Vault folders in Inventor
  • Check in the project file to Vault
  • Configure working folder options

About the author

This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

 

Before you start

  • Please make sure you have the Vault software loaded.
  • If you have technical difficulties, please reach out to product support.

‌
10 min.

User Management for Vault

This module teaches you how to review, create, and edit roles and add users in Vault. You will also learn how to add user groups to better manage users and their access to Vault.  

This module teaches you how to review, create, and edit roles and add users in Vault. You will also learn how to add user groups to better manage users and their access to Vault.

This module takes approximately 10 minutes to complete. By the end of the module, you should be able to:

  • Review and edit roles
  • Add user accounts to enable access to Vault
  • Add user groups to facilitate management of users and their access to Vault

About the author

This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

 

Before you start

  • Please make sure you have the Vault software loaded.
  • If you have technical difficulties, please reach out to product support.

‌
15 min.

Managing Design Data in Vault

This module introduces you to the administration of Vault lifecycles, categories, and revision schemes and the benefits of using them. It is an introduction and therefore is applicable to not only administrators but also general users of the Vault software.  

This module introduces you to the administration of Vault lifecycles, categories, and revision schemes and the benefits of using them. It is an introduction and therefore is applicable to not only administrators but also general users of the Vault software.

This module takes approximately 15 minutes to complete. By the end of the module, you should be able to:

  • Understand lifecycle administration
  • Understand category administration
  • Understand revision scheme administration

About the author

This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

 

Before you start

  • Please make sure you have the Vault software loaded.
  • If you have technical difficulties, please reach out to product support.

‌

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