• Vault Professional

Navigating the Vault folder structure

Navigate the folder structure to access your working folder.


00:00

Files stored in the Vault Server cannot be directly modified.

00:07

They must be downloaded from the Vault Server to a working folder on the Vault client machine,

00:13

prior to viewing or making changes to a file.

00:16

The downloaded files can be read-only or read-write,

00:19

depending on if the files are checked out from the server or not.

00:23

By default, the working folder is defined in the My Documents\Vault folder on the Vault client,

00:31

but depending on how your Vault administrator has set up the Vault,

00:35

you may be allowed to set a specific working folder location yourself.

00:39

This is done using the Set Working Folder... option, as shown in the image.

00:44

It is recommended that you do not change the working folder once you start working with the files in the Vault.

00:49

Changing the working folder will create duplicate folder structures on the local computer,

00:54

and might cause problems resolving files in your CAD application.

00:58

This may be why your administrator may limit your access for setting this folder.

01:03

Once the working folder is set up and files are downloaded from the Vault Server,

01:07

a server's file structure will be replicated in the client's working folder, as shown in this image.

01:13

Keep in mind that in this image, no files in the ICU Valve, Optic Mount 2, and Rotary Vee folders have been downloaded,

01:23

so the structure is not shown.

01:26

Within Vault Client, you can view the files in the working folder using Windows File Explorer,

01:32

by clicking Go to Working Folder in the Actions menu on the client.

01:36

One final thing to keep in mind is that only files in the working folder structure can be checked into the Vault.

01:43

As previously mentioned, administrators can decide whether they want to control the location of the working folder.

01:50

In the Working Folder Options, they can select to either allow users to set their own working folder location,

01:56

or they can enforce a standard location for everyone on their client machine.

02:01

If you can't change your working folder, it is likely that this was disabled by your administrator,

02:06

and you will receive the error message shown on the right.

Video transcript

00:00

Files stored in the Vault Server cannot be directly modified.

00:07

They must be downloaded from the Vault Server to a working folder on the Vault client machine,

00:13

prior to viewing or making changes to a file.

00:16

The downloaded files can be read-only or read-write,

00:19

depending on if the files are checked out from the server or not.

00:23

By default, the working folder is defined in the My Documents\Vault folder on the Vault client,

00:31

but depending on how your Vault administrator has set up the Vault,

00:35

you may be allowed to set a specific working folder location yourself.

00:39

This is done using the Set Working Folder... option, as shown in the image.

00:44

It is recommended that you do not change the working folder once you start working with the files in the Vault.

00:49

Changing the working folder will create duplicate folder structures on the local computer,

00:54

and might cause problems resolving files in your CAD application.

00:58

This may be why your administrator may limit your access for setting this folder.

01:03

Once the working folder is set up and files are downloaded from the Vault Server,

01:07

a server's file structure will be replicated in the client's working folder, as shown in this image.

01:13

Keep in mind that in this image, no files in the ICU Valve, Optic Mount 2, and Rotary Vee folders have been downloaded,

01:23

so the structure is not shown.

01:26

Within Vault Client, you can view the files in the working folder using Windows File Explorer,

01:32

by clicking Go to Working Folder in the Actions menu on the client.

01:36

One final thing to keep in mind is that only files in the working folder structure can be checked into the Vault.

01:43

As previously mentioned, administrators can decide whether they want to control the location of the working folder.

01:50

In the Working Folder Options, they can select to either allow users to set their own working folder location,

01:56

or they can enforce a standard location for everyone on their client machine.

02:01

If you can't change your working folder, it is likely that this was disabled by your administrator,

02:06

and you will receive the error message shown on the right.

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