Preparing the Vault Environment for Collaboration

Module overview

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.

Module outline

• Introduction
• Log In to Vault
• Set the Working Folder and Set Up the Folder Structure
• Create an Inventor Project File and Map Vault Folders in Inventor
• Check In the Project File to Vault and Configure Working Folder Locations