Category Administration

In this video, you are introduced to category administration and to the benefits of using categories in Vault. 

00:06

The second task in the workflow is learning about Category Administration

00:14

similar to lifecycle Administration.

00:17

In order to perform category administration,

00:19

you will need to log in as an administrator.

00:22

You then select Vault settings under the Tools, Administration menu

00:31

and from the behaviors tab you select categories.

00:40

The configure categories,

00:41

dialog box displays for you to view the categories and

00:45

the category types such as regular folders or projects.

00:53

Category management is the process of customizing categories and rules

00:57

for grouping project data logically

01:00

Grouping by category lets you automatically assign a

01:03

defined set of behaviors and rules to objects.

01:12

Category types are assignable to

01:15

Custom Object Categories, File categories,

01:19

Folder Categories and Item Categories.

01:26

Categories'

01:27

Own defined properties are applied to objects

01:30

when they're assigned to the category.

01:32

For example, lifecycles can be assigned to file,

01:35

folder, item and custom object categories.

01:41

And Revisions can be assigned to file and item categories.

01:48

And User Defined Properties can be assigned to file, folder,

01:52

Custom objects and item categories.

01:59

All objects will be assigned to a category as there is a default for files, folders,

02:05

custom objects and items.

02:07

For example, the base category is shown to be the default for file categories

02:12

with none for lifecycles and revisions.

02:16

Any object that is not specifically assigned to a category

02:20

will be assigned to the default category

02:22

determined for that entity class

02:27

for accessing and viewing category Assignment Rules.

02:31

After logging in to Vault client, as an administrator,

02:34

select Vault settings under the Tools, Administration menu.

02:42

Now select the Rules button from the behaviors tab

02:48

the Assignment Rules dialog box displays.

02:51

You can configure category Assignment Rules for files, items,

02:55

folders and custom objects.

03:01

Assignment Rules govern which categories are assigned to a file, folder,

03:06

custom object or item.

03:08

Assignment Rules are used to automate category assignments

03:12

and Category assignments are determined by rules in the Rule Condition Builder.

03:18

Next you will learn how to create a new rule.

03:21

Set up the category assignment and set rule criteria.

03:24

Using the Rule Condition Builder

03:31

to create a new rule, click the New button,

03:34

then select a category from the category assignment drop down list.

03:38

The example shown here is a rule name of Inventor

03:42

with category assignment set to engineering.

03:49

Now to set up the rural criteria in the Rule Condition Builder

03:53

set the Property to Provider, Condition to is and Value to Inventor.

04:03

To add the rule criteria, click Add

04:06

if you want to apply these rules on object creation,

04:10

ensure the checkbox is selected for this option,

04:14

Then click Apply

04:15

this way when an Inventor file is created,

04:18

the category will be assigned automatically to engineering.

04:25

In this demonstration,

04:27

the out of the box categories are viewed and a

04:29

new assignment rule is applied to the engineering category.

04:33

To view the categories,

04:35

select Tools,

04:37

Administration fault settings and then in the behaviors tab select Categories

04:43

here we see all the category selections

04:46

by selecting file categories we see Base as the default file category

04:51

along with the other file categories.

04:54

Notice that for the engineering category,

04:58

it has the flexible release process and the

05:01

standard alphabetic format for revisions associated with it

05:05

as well as the properties.

05:13

Now looking at the existing Inventor parts in the Vault,

05:17

we see that Inventor files have a category set

05:20

to base with no state or revision assigned.

05:26

Now we will create a new assignment rule for the engineering category

05:34

and we'll call it Inventor

05:45

in the Rule Condition Builder.

05:49

We set provider to Inventor

05:58

and then notice the selected option to Apply rules on object creation.

06:15

Now notice

06:16

in fault

06:18

the Inventor file with provider of Inventor.

06:25

Let's see what happens when we create a new part an Inventor

06:31

and check it into the Vault.

06:54

So the file name there is beginning with EPS.

07:05

And the comment automatic category assignment.

07:15

So now we see the part in Vault client

07:19

and it's automatically assigned to the engineering category

07:22

that uses the flexible release process with a state of work

07:27

in progress and Revision A.

Video transcript

00:06

The second task in the workflow is learning about Category Administration

00:14

similar to lifecycle Administration.

00:17

In order to perform category administration,

00:19

you will need to log in as an administrator.

00:22

You then select Vault settings under the Tools, Administration menu

00:31

and from the behaviors tab you select categories.

00:40

The configure categories,

00:41

dialog box displays for you to view the categories and

00:45

the category types such as regular folders or projects.

00:53

Category management is the process of customizing categories and rules

00:57

for grouping project data logically

01:00

Grouping by category lets you automatically assign a

01:03

defined set of behaviors and rules to objects.

01:12

Category types are assignable to

01:15

Custom Object Categories, File categories,

01:19

Folder Categories and Item Categories.

01:26

Categories'

01:27

Own defined properties are applied to objects

01:30

when they're assigned to the category.

01:32

For example, lifecycles can be assigned to file,

01:35

folder, item and custom object categories.

01:41

And Revisions can be assigned to file and item categories.

01:48

And User Defined Properties can be assigned to file, folder,

01:52

Custom objects and item categories.

01:59

All objects will be assigned to a category as there is a default for files, folders,

02:05

custom objects and items.

02:07

For example, the base category is shown to be the default for file categories

02:12

with none for lifecycles and revisions.

02:16

Any object that is not specifically assigned to a category

02:20

will be assigned to the default category

02:22

determined for that entity class

02:27

for accessing and viewing category Assignment Rules.

02:31

After logging in to Vault client, as an administrator,

02:34

select Vault settings under the Tools, Administration menu.

02:42

Now select the Rules button from the behaviors tab

02:48

the Assignment Rules dialog box displays.

02:51

You can configure category Assignment Rules for files, items,

02:55

folders and custom objects.

03:01

Assignment Rules govern which categories are assigned to a file, folder,

03:06

custom object or item.

03:08

Assignment Rules are used to automate category assignments

03:12

and Category assignments are determined by rules in the Rule Condition Builder.

03:18

Next you will learn how to create a new rule.

03:21

Set up the category assignment and set rule criteria.

03:24

Using the Rule Condition Builder

03:31

to create a new rule, click the New button,

03:34

then select a category from the category assignment drop down list.

03:38

The example shown here is a rule name of Inventor

03:42

with category assignment set to engineering.

03:49

Now to set up the rural criteria in the Rule Condition Builder

03:53

set the Property to Provider, Condition to is and Value to Inventor.

04:03

To add the rule criteria, click Add

04:06

if you want to apply these rules on object creation,

04:10

ensure the checkbox is selected for this option,

04:14

Then click Apply

04:15

this way when an Inventor file is created,

04:18

the category will be assigned automatically to engineering.

04:25

In this demonstration,

04:27

the out of the box categories are viewed and a

04:29

new assignment rule is applied to the engineering category.

04:33

To view the categories,

04:35

select Tools,

04:37

Administration fault settings and then in the behaviors tab select Categories

04:43

here we see all the category selections

04:46

by selecting file categories we see Base as the default file category

04:51

along with the other file categories.

04:54

Notice that for the engineering category,

04:58

it has the flexible release process and the

05:01

standard alphabetic format for revisions associated with it

05:05

as well as the properties.

05:13

Now looking at the existing Inventor parts in the Vault,

05:17

we see that Inventor files have a category set

05:20

to base with no state or revision assigned.

05:26

Now we will create a new assignment rule for the engineering category

05:34

and we'll call it Inventor

05:45

in the Rule Condition Builder.

05:49

We set provider to Inventor

05:58

and then notice the selected option to Apply rules on object creation.

06:15

Now notice

06:16

in fault

06:18

the Inventor file with provider of Inventor.

06:25

Let's see what happens when we create a new part an Inventor

06:31

and check it into the Vault.

06:54

So the file name there is beginning with EPS.

07:05

And the comment automatic category assignment.

07:15

So now we see the part in Vault client

07:19

and it's automatically assigned to the engineering category

07:22

that uses the flexible release process with a state of work

07:27

in progress and Revision A.

Category Administration - Quiz

Required for course completion

Any object that is not specifically assigned to a category will be assigned to the default category determined for that entity class.

(Select one)
Select an answer

What is the file category that is associated with the Flexible Release Process lifecycle definition and the Standard Alphabetic format revision scheme?

(Select one)
Select an answer

2/2 questions left unanswered

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