By Kim Hyde
This Blog follows on from one I published last year regarding using Vault Professional to store and manage Inventor’s Factory Assets. The step-by-step guide in this Blog focuses on locking down the Factory Asset `faf’ files which is a similar method for managing library data. However, I would recommend first reading my introductory Blog on the subject via the following Cadline Community link:
I would also recommend reading Brian Schanen’s Blog from 2010 about managing Inventor’s Content Centre file in Vault … hard to believe this was 8 years ago! … Tempus Fugit!! (see `Under-the-Hood’ link below):
Create a new Vault Lifecycle with a suitable name, I copied the out-of-the-box `Simple’ Lifecycle and then made the Released state the default; by doing this you will be controlling the faf data and automatically locking a category of files when first checked into Vault. The image of my example uses the `Everyone’ group for securities, but you can set specifics for your own business needs.
Create a new Vault File Category using your newly created Lifecycle and setting the Revision scheme used as `None’ (it is not necessary to have revision controls in this instance).
Also remember to assign any properties you wish to associate with the Factory Asset Category, I recommend using Vault’s standard Factory Asset properties, but you may wish to include some custom properties of your own. My example here uses a couple of the 42 `COBie’ custom properties I have available:
Lastly, create a Rule where the file extension is faf, this will automatically categorise the Factory Asset files as they are checked into Vault and lock them as a Released state.