Autodesk 46304-050008-1600A Implementation Guide - Page 87

Rules, Import and Export Configurations, Export a Configuration

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3 On the Tools Menu select Administration. 4 Select the Behaviors tab. 5 Click the Categories button. Rules Rules allow you to assign categories to files automatically. You can access the rules by following these steps: 1 On the Start Menu, select All programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk Vault [Product Name]. 2 Log in to the Vault. 3 On the Tools Menu, select Administration. 4 Select the Behaviors tab. 5 Click the Rules button. Using rules categories can be assigned without interrupting the workflow of users. For example, if John is an engineer and works only on engineering documents, a rule can be added that anytime John checks in a file, the Engineering category is assigned to it. John can continue working without having to stop and assign the category to his documents. Import and Export Configurations Once you have your Vault configured, you can log into the Vault server console and save your configuration. The configuration can be used when configuring a new Vault. The following steps can be used to export your configuration. Export a Configuration 1 On the Start Menu, select All Programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk Data Management Server Console. 2 On the left side of the Server Console select the Vault you want to export the configuration from. 3 From the Action pull down menu select Export Configuration. 4 Select a location and filename for the configuration file and select Save. Rules | 81

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3
On the Tools Menu select Administration.
4
Select the Behaviors tab.
5
Click the Categories button.
Rules
Rules allow you to assign categories to files automatically. You can access the
rules by following these steps:
1
On the Start Menu, select All programs
➤
Autodesk
➤
Autodesk Data
Management
➤
Autodesk Vault
[Product Name]
.
2
Log in to the Vault.
3
On the Tools Menu, select Administration.
4
Select the Behaviors tab.
5
Click the Rules button.
Using rules categories can be assigned without interrupting the workflow of
users. For example, if John is an engineer and works only on engineering
documents, a rule can be added that anytime John checks in a file, the
Engineering category is assigned to it. John can continue working without
having to stop and assign the category to his documents.
Import and Export Configurations
Once you have your Vault configured, you can log into the Vault server console
and save your configuration. The configuration can be used when configuring
a new Vault. The following steps can be used to export your configuration.
Export a Configuration
1
On the Start Menu, select All Programs
➤
Autodesk
➤
Autodesk Data
Management
➤
Autodesk Data Management Server Console.
2
On the left side of the Server Console select the Vault you want to export
the configuration from.
3
From the Action pull down menu select Export Configuration.
4
Select a location and filename for the configuration file and select Save.
Rules |
81