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.
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
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.
Module outline
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.
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.
Module outline
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.
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.
Module outline
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.
