Join Gordon Luckett for an in-depth discussion in this video Using searches and search folders, part of Learn Vault: The Basics.
- [Voiceover] When you initially set up Vault,…you may only have a few files.…Over time, you may have thousands of files,…including DWGs, PDFs, documents, and images.…Navigation will be clean if you keep…your folder structure well maintained.…But the easiest way to find files is…within the Search tools.…Let's try that now.…First, I'm going to add a couple files…to our existing data structure.…Inside of Vault, we have My Project, Notes,…Office, and Source, without any files in our current Vault.…So I'm going to drag and drop, from our Exercise Files,…My Lazy Dog into the Office folder,…because it's a Windows doc file, click OK,…and we're going to put the PDF,…Vault Best Practices Whitepaper,…we'll put that in the Notes subfolder, click OK.…
And there we are.…Now, at any time, we could pick on the Vault Explorer,…and you'll see the Search Vault Explorer,…and you can just type something in.…So if I'm looking for, say, dog,…so I'm just going to go *dog*,…the star being a wild card or a way of saying…anything that becomes ahead of dog or after dog is fine,…
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