Transcript
00:07
The purpose of this video is to demonstrate how an admin can create a new lifecycle
00:12
and configure it for use in Autodesk Vault.
00:19
To access lifecycle definitions,
00:22
log in as an administrator to Autodesk Vault client.
00:26
Navigate to tools,
00:28
click on administration,
00:30
Vault settings.
00:32
In the Vault settings dialog,
00:34
click on behaviors,
00:37
and click on lifecycles.
00:42
The lifecycle definitions dialogue,
00:44
you can see the existing life cycles here.
00:47
To create a new lifecycle,
00:49
there are 2 different methods.
00:52
One is to copy an existing lifecycle
00:59
And start
01:01
building a new lifecycle.
01:05
By copying an existing lifecycle,
01:07
you can use it as a base to quickly get started.
01:12
With a new lifecycle,
01:14
you can edit
01:15
the category assignments here as necessary.
01:18
You can assign the new lifecycle either with file categories,
01:22
folder categories,
01:23
or with item categories.
01:27
In this case,
01:28
we will go with.
01:30
File categories.
01:32
Let me associate it with the Inventor category.
01:40
In the definition security,
01:42
we have two different options.
01:44
One is to
01:46
Use combined with object-based security,
01:49
Which means
01:51
any state-based security defined for individual state
01:55
within this life cycle definition
01:57
combine with the object-based security
01:60
set on the Vault object.
02:02
In other words,
02:03
the combined security becomes the effective security for the entity.
02:08
The other option is
02:09
override object-based security.
02:12
Which means the state-based security
02:15
becomes the effective security
02:17
for the entity.
02:19
The state-based security is defined here.
02:23
You can go with the existing
02:26
states here.
02:28
Or you can choose to edit these states.
02:41
Likewise,
02:42
you can change the state names
02:45
or add any new states,
02:49
as applicable.
02:54
Let's add a new state here called Approved.
03:13
Provided a small description for what the state is.
03:18
Specify any color as desired.
03:26
Click OK.
03:28
Now we can see that
03:30
we have added a new state into this
03:33
lifecycle.
03:34
You can sort the states by using the up or down arrow here.
03:40
I would like to place this approved state in between review and released.
03:45
Let me move this up.
03:48
Now,
03:48
we have added a new state here,
03:50
called Approved.
03:54
Since we are using an existing lifecycle and we have copied it,
03:58
to create a new lifecycle here.
04:04
Permissions are also copied from the existing lifecycle.
04:07
Security permissions here define who can access the files
04:11
or objects that are in the state specified here.
04:14
For example,
04:15
for the WIP state or the work in progress state,
04:17
the current configuration for security is that everyone can read,
04:22
everyone can modify,
04:24
everyone can delete,
04:25
or everyone can download.
04:26
You can add
04:27
individual users here or groups
04:31
by selecting
04:32
what you want to see.
04:35
Let's add
04:38
my name here,
04:45
and specify the permissions.
04:47
The security here is different from the transition security
04:51
that is specified here.
04:53
The transition security
04:54
defines who can change the state of file from one state to another.
04:59
For example,
05:00
you can define
05:01
who can send the file from working from the state to review state by editing.
05:08
Edit the transition.
05:14
So under the transition,
05:15
you can define
05:17
criterias,
05:19
actions
05:21
custom job types, security,
05:24
and peer review.
05:26
The criteria we can build condition and define
05:28
what condition based on a property should be
05:31
met to allow the change state to happen from work in progress state to review state.
05:36
We will leave it blank for now.
05:38
In the actions
05:40
you can specify whether you want to bump
05:44
revisions,
05:46
synchronized properties,
05:48
check that dependent child files are released,
05:51
check that dependent child folders are released,
05:54
so on and so forth,
05:56
which are self-explanatory.
05:57
You can choose
05:59
whatever the action is necessary and configure the desired end results here.
06:10
In the security tab,
06:14
remove the no restrictions on this transition to
06:16
set restrictions or security permissions as desired.
06:22
Let's add a couple of users here.
06:28
And you can define whether this person can change the state
06:33
from work in progress to review or not. Allow will let the user to
06:37
change the state. Deny will explicitly deny the user from changing the state
06:42
from one state to another.
06:47
Likewise,
06:48
you can define the permissions for any state's transitions here by
06:53
going on to individual states and define the permissions as required.
06:58
In the control tab
06:59
you can specify
07:01
which are the controlled versions for purge,
07:03
and in case of a
07:04
release date, you can define which state of a document
07:10
in a lifecycle
07:12
should be considered as release state or
07:15
which state should be considered as obsolete state
07:19
by checking the appropriate flags.
07:22
You can include any default comments for each
07:25
state so that whenever that state is applied,
07:28
a default comment is also applied
07:31
for the files.
07:33
Specify a meaningful name here,
07:43
and
07:45
click Apply,
07:46
and click OK.
07:47
So this is how you can create a new lifecycle
07:51
by copying an existing lifecycle and build on that.
07:55
If you want to
07:56
create a lifecycle from scratch,
07:60
click on the new button here,
08:04
and start by providing
08:07
a definition name.
08:15
Select the categories that you want
08:19
this lifecycle to be associated with,
08:29
and start building transitions or states,
08:32
as I said.
08:36
Create 3 different states here
08:39
Work in progress.
08:43
Review state,
08:52
and
08:54
Released state.
09:07
You can go on to specify the transition permissions here,
09:12
as we saw earlier.
09:14
Define the security permissions as to who is allowed
09:17
to access the documents in a specific state.
09:22
And set controls for release date and obsolete if you want to define one and also
09:29
the controlled purge settings.
09:32
Click apply,
09:35
and click OK.
09:37
Thus we have created two different lifecycles using 2 different methods in Vault.
00:07
The purpose of this video is to demonstrate how an admin can create a new lifecycle
00:12
and configure it for use in Autodesk Vault.
00:19
To access lifecycle definitions,
00:22
log in as an administrator to Autodesk Vault client.
00:26
Navigate to tools,
00:28
click on administration,
00:30
Vault settings.
00:32
In the Vault settings dialog,
00:34
click on behaviors,
00:37
and click on lifecycles.
00:42
The lifecycle definitions dialogue,
00:44
you can see the existing life cycles here.
00:47
To create a new lifecycle,
00:49
there are 2 different methods.
00:52
One is to copy an existing lifecycle
00:59
And start
01:01
building a new lifecycle.
01:05
By copying an existing lifecycle,
01:07
you can use it as a base to quickly get started.
01:12
With a new lifecycle,
01:14
you can edit
01:15
the category assignments here as necessary.
01:18
You can assign the new lifecycle either with file categories,
01:22
folder categories,
01:23
or with item categories.
01:27
In this case,
01:28
we will go with.
01:30
File categories.
01:32
Let me associate it with the Inventor category.
01:40
In the definition security,
01:42
we have two different options.
01:44
One is to
01:46
Use combined with object-based security,
01:49
Which means
01:51
any state-based security defined for individual state
01:55
within this life cycle definition
01:57
combine with the object-based security
01:60
set on the Vault object.
02:02
In other words,
02:03
the combined security becomes the effective security for the entity.
02:08
The other option is
02:09
override object-based security.
02:12
Which means the state-based security
02:15
becomes the effective security
02:17
for the entity.
02:19
The state-based security is defined here.
02:23
You can go with the existing
02:26
states here.
02:28
Or you can choose to edit these states.
02:41
Likewise,
02:42
you can change the state names
02:45
or add any new states,
02:49
as applicable.
02:54
Let's add a new state here called Approved.
03:13
Provided a small description for what the state is.
03:18
Specify any color as desired.
03:26
Click OK.
03:28
Now we can see that
03:30
we have added a new state into this
03:33
lifecycle.
03:34
You can sort the states by using the up or down arrow here.
03:40
I would like to place this approved state in between review and released.
03:45
Let me move this up.
03:48
Now,
03:48
we have added a new state here,
03:50
called Approved.
03:54
Since we are using an existing lifecycle and we have copied it,
03:58
to create a new lifecycle here.
04:04
Permissions are also copied from the existing lifecycle.
04:07
Security permissions here define who can access the files
04:11
or objects that are in the state specified here.
04:14
For example,
04:15
for the WIP state or the work in progress state,
04:17
the current configuration for security is that everyone can read,
04:22
everyone can modify,
04:24
everyone can delete,
04:25
or everyone can download.
04:26
You can add
04:27
individual users here or groups
04:31
by selecting
04:32
what you want to see.
04:35
Let's add
04:38
my name here,
04:45
and specify the permissions.
04:47
The security here is different from the transition security
04:51
that is specified here.
04:53
The transition security
04:54
defines who can change the state of file from one state to another.
04:59
For example,
05:00
you can define
05:01
who can send the file from working from the state to review state by editing.
05:08
Edit the transition.
05:14
So under the transition,
05:15
you can define
05:17
criterias,
05:19
actions
05:21
custom job types, security,
05:24
and peer review.
05:26
The criteria we can build condition and define
05:28
what condition based on a property should be
05:31
met to allow the change state to happen from work in progress state to review state.
05:36
We will leave it blank for now.
05:38
In the actions
05:40
you can specify whether you want to bump
05:44
revisions,
05:46
synchronized properties,
05:48
check that dependent child files are released,
05:51
check that dependent child folders are released,
05:54
so on and so forth,
05:56
which are self-explanatory.
05:57
You can choose
05:59
whatever the action is necessary and configure the desired end results here.
06:10
In the security tab,
06:14
remove the no restrictions on this transition to
06:16
set restrictions or security permissions as desired.
06:22
Let's add a couple of users here.
06:28
And you can define whether this person can change the state
06:33
from work in progress to review or not. Allow will let the user to
06:37
change the state. Deny will explicitly deny the user from changing the state
06:42
from one state to another.
06:47
Likewise,
06:48
you can define the permissions for any state's transitions here by
06:53
going on to individual states and define the permissions as required.
06:58
In the control tab
06:59
you can specify
07:01
which are the controlled versions for purge,
07:03
and in case of a
07:04
release date, you can define which state of a document
07:10
in a lifecycle
07:12
should be considered as release state or
07:15
which state should be considered as obsolete state
07:19
by checking the appropriate flags.
07:22
You can include any default comments for each
07:25
state so that whenever that state is applied,
07:28
a default comment is also applied
07:31
for the files.
07:33
Specify a meaningful name here,
07:43
and
07:45
click Apply,
07:46
and click OK.
07:47
So this is how you can create a new lifecycle
07:51
by copying an existing lifecycle and build on that.
07:55
If you want to
07:56
create a lifecycle from scratch,
07:60
click on the new button here,
08:04
and start by providing
08:07
a definition name.
08:15
Select the categories that you want
08:19
this lifecycle to be associated with,
08:29
and start building transitions or states,
08:32
as I said.
08:36
Create 3 different states here
08:39
Work in progress.
08:43
Review state,
08:52
and
08:54
Released state.
09:07
You can go on to specify the transition permissions here,
09:12
as we saw earlier.
09:14
Define the security permissions as to who is allowed
09:17
to access the documents in a specific state.
09:22
And set controls for release date and obsolete if you want to define one and also
09:29
the controlled purge settings.
09:32
Click apply,
09:35
and click OK.
09:37
Thus we have created two different lifecycles using 2 different methods in Vault.
Create and configure lifecycle definitions on the Lifecycle Definition dialog.
You can customize individual state behavior for lifecycle definitions by performing any of these tasks:
