Join Gordon Luckett for an in-depth discussion in this video Life cycles and revisions, part of Learn Vault: The Basics.
- [Voiceover] Based on Categories, the Lifecycle…of your file can be tracked with Vault Professional…and Work Group.…The file can go from proposed to as built…and everything in between.…Even with a particular Lifecycle,…the file can have formal revision numbers assigned…which is in addition to the automatic…versioning of the file.…In the Vault settings, under Behaviors,…Lifecycles is the first button you'll see…at the top of the screen.…This will track what is happening to the document or file.…You must have a Category pre-made,…prior to making your Lifecycle.…
The Lifecycle follows the workflow of your area…or department within your organization.…That means your LifeCycle should follow…the same process that happens in your department…in your business so that it will follow…the exact process that you do every day at your job.…When you create a Lifecycle definition,…it could be very simple or very complex.…You could have very basic, from approved…and not approved, right up to the…20 different steps along the way.…
This course concentrates on the administrative side of Vault Basic. Gordon Luckett shows how to install a Vault server on a central Windows Server, and install the Vault Basic client on a computer with AutoCAD. The server and client are used to track how AutoCAD DWG and other non-CAD files are added, searched, and checked in and out of Vault. Gordon also covers autoloading files to Vault, and backing up and restoring the system. The final chapter covers the premium features in Vault Professional, such as categories, rules, and revisions.
- Installing the Vault server and client
- Organizing files and folders with Vault Basic
- Adding files
- Searching files
- Setting up client administration settings
- Connecting to Vault from AutoCAD
- Checking files in and out
- Autoloading files
- Backing up and restoring Vault
- Working with Vault Professional