Transcript
00:05
In this video
00:06
we will learn how categories can be set during a file
00:09
creation and how a user can set a category manually.
00:15
All objects will always be assigned to a category
00:18
as there is a default for files,
00:20
folders,
00:21
custom objects,
00:22
and items.
00:24
Category assignment can be automated using rules.
00:29
Assignment rules govern
00:30
which categories are assigned to a file,
00:33
folder,
00:33
custom object,
00:34
or item.
00:36
Categories can be assigned
00:38
using
00:39
assignment rules,
00:41
which automatically applies categories based on the rule configuration.
00:46
Categories can also be applied manually
00:49
by user
00:51
by selecting a file
00:53
and using change category options.
00:57
Let's look at
00:59
automatic category assignment based on
01:05
rules as defined by administrator.
01:08
Through
01:09
tools administration,
01:11
Vault settings,
01:14
Behaviors,
01:16
Rules.
01:18
In this example,
01:20
we will see
01:21
how a particular rule
01:23
configured for Inventor files
01:26
applies category for Inventor files during check-in.
01:31
Till now,
01:33
checking a new Inventor file into Vault,
01:54
let's see
01:55
how this file is checked in and
01:58
how the category has been assigned.
02:04
So here is the file
02:05
that just got checked in.
02:09
You can see that the Inventor category has been assigned
02:13
to this file.
02:17
If you're wondering how the category got assigned based on the rule,
02:21
the rule condition
02:23
or
02:24
provider application Inventor
02:26
has been created
02:28
in the backend.
02:31
Based on the provider value in vector
02:34
and the rule configured by administrator,
02:37
Inventor category has been assigned to this file.
02:43
Based on the category configuration,
02:45
the default lifecycle has been assigned.
02:51
And
02:52
default state has been assigned.
02:55
The user-defined properties
02:57
are also associated
02:59
with this file
03:00
based on the category
03:02
assignment and the category configuration for the UDPs.
03:08
A revision schema also has been applied,
03:13
by default,
03:14
based on
03:15
category configuration.
03:18
This is how
03:20
categories can be automatically assigned
03:22
based on
03:23
rule builders.
03:25
Categories can also be set manually
03:29
in scenarios where
03:30
a category has been wrongly applied
03:33
and the user needs to correct that.
03:35
In this case,
03:37
we are looking at a file
03:39
which is in an incorrect category.
03:45
Select a file
03:46
and click on Change category option.
03:53
From the drop down,
03:55
select the appropriate category.
03:57
Enter any comments as applicable,
03:60
and click OK.
04:01
You can now see that
04:04
a new category has been applied
04:10
with all the
04:12
Default
04:13
assignment rules applied.
04:22
Categories can also be changed through the authoring application like Inventor,
04:27
AutoCAD,
04:28
and others.
04:31
With the Vault add-in,
04:32
click on Change category
04:34
button.
04:37
Choose any desired category.
04:39
As per the instructions provided by your administrator,
04:43
input any comment,
04:49
and click OK.
04:57
See that
04:58
category has been changed in the Vault client as well.
00:05
In this video
00:06
we will learn how categories can be set during a file
00:09
creation and how a user can set a category manually.
00:15
All objects will always be assigned to a category
00:18
as there is a default for files,
00:20
folders,
00:21
custom objects,
00:22
and items.
00:24
Category assignment can be automated using rules.
00:29
Assignment rules govern
00:30
which categories are assigned to a file,
00:33
folder,
00:33
custom object,
00:34
or item.
00:36
Categories can be assigned
00:38
using
00:39
assignment rules,
00:41
which automatically applies categories based on the rule configuration.
00:46
Categories can also be applied manually
00:49
by user
00:51
by selecting a file
00:53
and using change category options.
00:57
Let's look at
00:59
automatic category assignment based on
01:05
rules as defined by administrator.
01:08
Through
01:09
tools administration,
01:11
Vault settings,
01:14
Behaviors,
01:16
Rules.
01:18
In this example,
01:20
we will see
01:21
how a particular rule
01:23
configured for Inventor files
01:26
applies category for Inventor files during check-in.
01:31
Till now,
01:33
checking a new Inventor file into Vault,
01:54
let's see
01:55
how this file is checked in and
01:58
how the category has been assigned.
02:04
So here is the file
02:05
that just got checked in.
02:09
You can see that the Inventor category has been assigned
02:13
to this file.
02:17
If you're wondering how the category got assigned based on the rule,
02:21
the rule condition
02:23
or
02:24
provider application Inventor
02:26
has been created
02:28
in the backend.
02:31
Based on the provider value in vector
02:34
and the rule configured by administrator,
02:37
Inventor category has been assigned to this file.
02:43
Based on the category configuration,
02:45
the default lifecycle has been assigned.
02:51
And
02:52
default state has been assigned.
02:55
The user-defined properties
02:57
are also associated
02:59
with this file
03:00
based on the category
03:02
assignment and the category configuration for the UDPs.
03:08
A revision schema also has been applied,
03:13
by default,
03:14
based on
03:15
category configuration.
03:18
This is how
03:20
categories can be automatically assigned
03:22
based on
03:23
rule builders.
03:25
Categories can also be set manually
03:29
in scenarios where
03:30
a category has been wrongly applied
03:33
and the user needs to correct that.
03:35
In this case,
03:37
we are looking at a file
03:39
which is in an incorrect category.
03:45
Select a file
03:46
and click on Change category option.
03:53
From the drop down,
03:55
select the appropriate category.
03:57
Enter any comments as applicable,
03:60
and click OK.
04:01
You can now see that
04:04
a new category has been applied
04:10
with all the
04:12
Default
04:13
assignment rules applied.
04:22
Categories can also be changed through the authoring application like Inventor,
04:27
AutoCAD,
04:28
and others.
04:31
With the Vault add-in,
04:32
click on Change category
04:34
button.
04:37
Choose any desired category.
04:39
As per the instructions provided by your administrator,
04:43
input any comment,
04:49
and click OK.
04:57
See that
04:58
category has been changed in the Vault client as well.
Create new rules to enforce how files, items, and custom objects are assigned to categories.
When a new rule is created, by default there are no conditions assigned to the rule, and it evaluates as negative until conditions are defined for the rule.
The category to which a Vault object is assigned can be changed using the Change Category command.
The command can be accessed from the Action menu, or from the Lifecycle Management toolbar.
