Category Administration

00:06

The second task in the workflow is learning about Category Administration

00:14

similar to lifecycle Administration.

00:17

In order to perform category administration,

00:19

you will need to log in as an administrator.

00:22

You then select Vault settings under the Tools, Administration menu

00:31

and from the behaviors tab you select categories.

00:40

The configure categories,

00:41

dialog box displays for you to view the categories and

00:45

the category types such as regular folders or projects.

00:53

Category management is the process of customizing categories and rules

00:57

for grouping project data logically

01:00

Grouping by category lets you automatically assign a

01:03

defined set of behaviors and rules to objects.

01:12

Category types are assignable to

01:15

Custom Object Categories, File categories,

01:19

Folder Categories and Item Categories.

01:26

Categories'

01:27

Own defined properties are applied to objects

01:30

when they're assigned to the category.

01:32

For example, lifecycles can be assigned to file,

01:35

folder, item and custom object categories.

01:41

And Revisions can be assigned to file and item categories.

01:48

And User Defined Properties can be assigned to file, folder,

01:52

Custom objects and item categories.

01:59

All objects will be assigned to a category as there is a default for files, folders,

02:05

custom objects and items.

02:07

For example, the base category is shown to be the default for file categories

02:12

with none for lifecycles and revisions.

02:16

Any object that is not specifically assigned to a category

02:20

will be assigned to the default category

02:22

determined for that entity class

02:27

for accessing and viewing category Assignment Rules.

02:31

After logging in to Vault client, as an administrator,

02:34

select Vault settings under the Tools, Administration menu.

02:42

Now select the Rules button from the behaviors tab

02:48

the Assignment Rules dialog box displays.

02:51

You can configure category Assignment Rules for files, items,

02:55

folders and custom objects.

03:01

Assignment Rules govern which categories are assigned to a file, folder,

03:06

custom object or item.

03:08

Assignment Rules are used to automate category assignments

03:12

and Category assignments are determined by rules in the Rule Condition Builder.

03:18

Next you will learn how to create a new rule.

03:21

Set up the category assignment and set rule criteria.

03:24

Using the Rule Condition Builder

03:31

to create a new rule, click the New button,

03:34

then select a category from the category assignment drop down list.

03:38

The example shown here is a rule name of Inventor

03:42

with category assignment set to engineering.

03:49

Now to set up the rural criteria in the Rule Condition Builder

03:53

set the Property to Provider, Condition to is and Value to Inventor.

04:03

To add the rule criteria, click Add

04:06

if you want to apply these rules on object creation,

04:10

ensure the checkbox is selected for this option,

04:14

Then click Apply

04:15

this way when an Inventor file is created,

04:18

the category will be assigned automatically to engineering.

04:25

In this demonstration,

04:27

the out of the box categories are viewed and a

04:29

new assignment rule is applied to the engineering category.

04:33

To view the categories,

04:35

select Tools,

04:37

Administration fault settings and then in the behaviors tab select Categories

04:43

here we see all the category selections

04:46

by selecting file categories we see Base as the default file category

04:51

along with the other file categories.

04:54

Notice that for the engineering category,

04:58

it has the flexible release process and the

05:01

standard alphabetic format for revisions associated with it

05:05

as well as the properties.

05:13

Now looking at the existing Inventor parts in the Vault,

05:17

we see that Inventor files have a category set

05:20

to base with no state or revision assigned.

05:26

Now we will create a new assignment rule for the engineering category

05:34

and we'll call it Inventor

05:45

in the Rule Condition Builder.

05:49

We set provider to Inventor

05:58

and then notice the selected option to Apply rules on object creation.

06:15

Now notice

06:16

in fault

06:18

the Inventor file with provider of Inventor.

06:25

Let's see what happens when we create a new part an Inventor

06:31

and check it into the Vault.

06:54

So the file name there is beginning with EPS.

07:05

And the comment automatic category assignment.

07:15

So now we see the part in Vault client

07:19

and it's automatically assigned to the engineering category

07:22

that uses the flexible release process with a state of work

07:27

in progress and Revision A.