By Kim Hyde
As an active Vault user trying to manage what data is in, or what is not in Vault can be sometimes a challenging issue. Luckily Autodesk provide an in-product tool in all variants of the Vault Client applications. This Blog addresses the use of the tool’s functionality.
Before considering this topic further, it is worth remembering a few basic principles regarding the user’s workspace which I have listed below:
- When a user edits files in Vault, the Check-Out function will retrieve a copy of the data to the user’s workspace and lock the edit to that user. This is true when editing both CAD and non-CAD data (e.g. Word files).
- When the edits are completed, the data is Checked-In and a new version of the file(s) are stored and recorded under the file’s history.
- The Check-In dialog provides an option to delete the local copy used for the edit.
- For best practice, it is always best to delete the Workspace files once the editing is completed.
Using Workspace Sync
Workspace Sync / Quick Sync tool selection.
Workspace Sync - Full dialog with options; different configurations and be saved or opened.
Quick Sync - Executes current sync settings.
Workspace Sync Options –
Other useful settings include empty folder removal, together with saving / opening settings to an xml file.
Also refer to the following Autodesk link:
http://help.autodesk.com/view/VAULT/2020/ENU/?guid=GUID-0CE7940A-FB90-436D-9E95-9FD283F048FD
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