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Vault Add-In

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    A vault is a repository where documents are stored and managed.

    Autodesk Vault consists of two components: a server and a client. The server stores all the versions of your documents. If you store all of your data in a common, centralized location, you can share and manage all of your information with your design team. With the client, you can access the data that is stored in the Vault from the working folder. The working folder is a folder on your computer/network to which files are copied from the vault.

    There are two forms of clients:

    • Vault Explorer A stand-alone client that provides full access to the Vault.
    • Vault Add-in A tool that performs many of the same vault tasks as Autodesk Vault Explorer within Inventor Fusion. You can manage Fusion files directly within the Inventor Fusion Environment.

    Invoke Vault Functionality

    You can turn on and off the functionality of the Vault Add-In using the Vault switch, as shown in the following image.

    Vault Tab

    Vault Tab consists of Vault commands on the Ribbon. Commands are enabled/disabled based on availability of particular commands.

    Vault Commands

    • Log In Before you can log into a Vault in Autodesk Fusion, you must establish an account. Use a unique user name and password assigned by the server administrator. Contact the administrator of your server for your account information and server location.

      You can save your login settings so that the login dialog box is automatically filled in the next time you start Inventor Fusion Vault.

    • Log Out Closes your connection to a vault. You can log back in to the same vault using the same account or a different account, or log in to a different vault.

    • Go To Vault You can start the Autodesk Vault Explorer application from within Autodesk Fusion for vault administration and file maintenance.

    • Go To Workspace Launches file selection dialog box showing the local Workspace Folder.

    • Open Opens any Autodesk Fusion file stored in a vault into the current workspace. The file opens in the Fusion Environment as read-only file. If you wish to modify the file, you can check out the file.

    • Refresh Retrieves a copy of the most recent design data that is available in vault.

    • Check Out Changes the read-only attribute of the local copy to read/write. After a file is checked out, you can edit it. Only one member of a team can check out a file at one time. No one else can modify a checked out file until it is checked back into the vault. Use Vault Explorer, User Name column, to see who has an item checked out.

    • Undo Check Out Returns the selected checked out file to a checked in state in the vault without versioning it forward. Any changes made to the file are not stored in the vault.

    • Check In Checks files into the vault for the first time, and when you are done working on an Autodesk Fusion file that is checked out of the vault. Check the file back into the vault to store the changes with the new version history. When you check a file in, include a comment with the file describing the changes made to this version of the data. The latest version of a file in the vault is the last version that was checked in. When a file is checked in, the version in the vault is incremental and the latest changes are now available for others to check out.

    Vault File Status

    After you log in to Vault, the browser in Fusion shows file status at the top node of the browser.

    The following are the icons used with Autodesk Vault in Inventor Fusion.

    Icon

    Description and Required Action

     

    You are logged in, but the active document is not in the vault. You can check in the file to add it to the vault.

     

    File is in the vault and available to check out. The version in your working folder is the same as in the vault. Also referred to as the Latest Version.

     

    File is in the vault and available to check out, but the local version is newer than the latest version in the vault. This status means that your local file was changed without checking it out. To save these changes, check out the file with the Don't Get Local Copy option.

     

    File is in the vault and available to check out, but the local copy is out of date. Get the latest version from the vault.

     

    File is checked out to you and the local version is the same as in the vault. Also referred to as the Latest Version.

     

    File is checked out to you and the local copy is newer than the latest version in the vault. This status means that you changed the file since it was checked out, but did not check it back in.

     

    File is checked out to you and the local copy is older than the latest version in the vault. This status means that you started with a version for the vault that was older than the latest version. Then you checked it out to promote it to the latest.

     

    File is checked out by someone else, and the local copy is the same as in the vault. Also referred to as the Latest Version. This state happens if the other person did not check changes back into the vault, or is still editing the file.

     

    File is checked out to someone else, but the local copy is newer than the latest version in the vault. This status happens if the other person checked changes into the vault, but kept the file checked out.

     

    File is checked out to someone else, but the local copy is older than the latest version in the vault. Refresh to update to the latest available version. This action changes the status of the document to Latest Version.