Use the Get tool to check out and open Vault files, and open Vault files directly in the native application.
Transcript
00:03
In the previous topic, we discussed creating new files in Vault, but oftentimes you won’t need to create new files.
00:10
You will simply need to modify existing designs from the Vault.
00:14
With reference to the original workflow, we've now finished creating files in Vault
00:19
and we can move into the “update file” stage of the Create, Update, Share workflow.
00:25
The three green workflow steps make up the Update stage.
00:30
In order to make changes, the files need to be checked out and downloaded, and then changes are made to the local copies.
00:38
The final step includes checking in the file and changing the file state, if needed.
00:44
When an update is required to an existing file, the file needs to be downloaded to the working folder,
00:51
checked out, and opened in CAD software.
00:54
First, you need to look at the file in Vault to be updated.
00:59
Once located, you must initiate a Get command.
01:03
One way is from the right-click menu, as shown here.
01:07
The files that have been selected are then presented in the Get dialog box.
01:13
This is where you will select the Check Out Files icon, which adds a check mark in the Checkout column.
01:19
Additionally, you can change any options related to wherever children, parents,
01:24
and related documentation are included in the Get operation and the working folder.
01:30
Optionally, you can add a comment describing why you are checking out the file.
01:35
A good tip to keep in mind is that the check out count and download count is summarized in the bottom left of the dialog box,
01:43
so it is a good idea to review this before completing the Get.
01:47
To download and check out the file, select OK.
01:50
In the workflow we are discussing, we are getting files with the intention of making design changes.
01:57
If you want to simply download and use files without making changes,
02:01
you still use the Get command, but you do not select the blue Check Out option in this dialog box.
02:07
This will provide you with a read-only local version of the file.
02:12
The final step to update the file is to simply open the file in the CAD software.
02:17
This can be done using the Open option in the Vault client, as I have shown here.
02:21
You also can open it directly from the working folder, or from the CAD software.
02:26
As you become more familiar with Vault, you will learn that you can also use Open to download the file to the working folder
02:34
and open it in the CAD software;
02:36
and you are prompted to check out the file if not already checked out.
02:40
This is an alternative to using Get.
02:43
However, as you are getting started, I would recommend using Get, as it will allow you to add notes and identify all the files more easily.
00:03
In the previous topic, we discussed creating new files in Vault, but oftentimes you won’t need to create new files.
00:10
You will simply need to modify existing designs from the Vault.
00:14
With reference to the original workflow, we've now finished creating files in Vault
00:19
and we can move into the “update file” stage of the Create, Update, Share workflow.
00:25
The three green workflow steps make up the Update stage.
00:30
In order to make changes, the files need to be checked out and downloaded, and then changes are made to the local copies.
00:38
The final step includes checking in the file and changing the file state, if needed.
00:44
When an update is required to an existing file, the file needs to be downloaded to the working folder,
00:51
checked out, and opened in CAD software.
00:54
First, you need to look at the file in Vault to be updated.
00:59
Once located, you must initiate a Get command.
01:03
One way is from the right-click menu, as shown here.
01:07
The files that have been selected are then presented in the Get dialog box.
01:13
This is where you will select the Check Out Files icon, which adds a check mark in the Checkout column.
01:19
Additionally, you can change any options related to wherever children, parents,
01:24
and related documentation are included in the Get operation and the working folder.
01:30
Optionally, you can add a comment describing why you are checking out the file.
01:35
A good tip to keep in mind is that the check out count and download count is summarized in the bottom left of the dialog box,
01:43
so it is a good idea to review this before completing the Get.
01:47
To download and check out the file, select OK.
01:50
In the workflow we are discussing, we are getting files with the intention of making design changes.
01:57
If you want to simply download and use files without making changes,
02:01
you still use the Get command, but you do not select the blue Check Out option in this dialog box.
02:07
This will provide you with a read-only local version of the file.
02:12
The final step to update the file is to simply open the file in the CAD software.
02:17
This can be done using the Open option in the Vault client, as I have shown here.
02:21
You also can open it directly from the working folder, or from the CAD software.
02:26
As you become more familiar with Vault, you will learn that you can also use Open to download the file to the working folder
02:34
and open it in the CAD software;
02:36
and you are prompted to check out the file if not already checked out.
02:40
This is an alternative to using Get.
02:43
However, as you are getting started, I would recommend using Get, as it will allow you to add notes and identify all the files more easily.
