Set the Working Folder and Set Up the Folder Structure

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The next step in the workflow involves setting the working folder.

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You will also learn about the purpose of the working folder.

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The working folder is a local folder to which files are copied when you download

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files from the Vault as read only or check out files from the Vault database

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using the get command in.

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The working folder needs to be set in order to use Vault.

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The steps for setting a working folder are.

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Step one, create a folder in Windows File Explorer for the working folder.

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Step two,

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log in to Vault client as an Administrator.

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Step three, in the Vault client, select File set working folder.

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And step four,

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choose the working folder you created.

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The working folder is set for the roots of the Vault and not for each folder.

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Note that by default the working folder path is not displayed in the title bar,

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to display the path,

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select Tools options and select The Show Working Folder Location option

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in this demonstration.

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As administrator, we show the working folder path in the title bar

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by selecting Tools

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options,

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then show working for their location.

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To show that in the title bar.

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Now we change the working folder by selecting File

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Set Working Folder

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and we see it's my intro Vault.

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After setting the working folder, you will set up the folder structure and fault

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for storing your design data.

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Here is an example of how you might plan for organizing your data in Vault.

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First you might perform and as is analysis

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to understand how your company organizes design data,

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collaborates on designs and performs change processes.

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Then the to be analysis can be performed to ask

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how the as is results will be implemented in Vault.

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An introduction approach can be applied by using a predefined working

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folder structure and by using Vaults out of the box configuration.

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The folder structure is created on all client machines.

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Either in the Windows file Explorer

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using the new folder command or by using the

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go to working folder command in the Vault client.

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In this demonstration, in the Vault client

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as administrator,

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a working folder structure is created

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under the root folder which maps to the working folder of C:\My-Intro-Vault

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First a folder named Workspaces created

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and then the design project folders are created.

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Here. You'll see in this example they are named 1-Design Project.

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And then several more are created with the names of 2-Design Project.

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And then 3-Design Project.

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And then changing the name up a little bit.

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There are folders named User 1

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and then User 2

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and User 3.

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A new library folder is then created called libraries

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and a content center files, library folder created under it.

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To complete the folder structure set up.