Configure Vault for Plant Projects

Create vault projects and set up user roles.

You create plant projects in a vault using the Project Manager. Plant projects are created in the root folder of the vault and assigned a PlantProject category. You must have Administrator rights to create the first plant project in the vault and Document Manager (Level 2) to create additional projects. Otherwise, no special preparation is required to create a plant project in the vault.

Example vault roles and plant project capabilities:

Important: Do not use Autodesk Vault Client to work with plant projects. Except for certain administrative tasks, use the Project Manager to manage plant projects in the vault.

Project users can manage projects entirely from within the Project Manager, the ribbon, and commands. Autodesk Vault Client is not required to work with plant projects.

Autodesk Vault Server Setup

You can use Autodesk Data Management Server Console to manage user security.

Commands Autodesk Vault Roles
Browse files (read-only) and refresh from the vault Document Consumer

Add folders

Add drawings and related files

Check in, check out, and undo check out

Get a file revision

Synchronize to the vault

Document Consumer

Document Editor (Level 1)

Document Manager (Level 1)

Revise files

Document Consumer

Document Editor (Level 1)

Document Manager (Level 2)

Create additional projects

Document Consumer

Document Editor (Level 2)

Document Manager (Level 2)

Manipulate project structure:

Move files and folders

Rename files

Remove files

Rename folders

Remove folders

Document Consumer

Document Editor (Level 1)

Document Editor (Level 2)

Document Manager (Level 1)

Document Manager (Level 2)

Project setup (modify settings)

Document Consumer

Document Editor (Level 1)

Document Editor (Level 2)

Document Manager (Level 1)

Document Manager (Level 2)

Content Center Administrator

Create initial project (first plant project)

Add projects to the vault

Audit plant project (plantauditvaultproject)

Administrator

For more information see Learn about Autodesk Vault Roles.

Vault Project Configuration (Administrator)

Project spec sheets and some Iso style files require that you use Autodesk Vault Client to check in and check out files.

Vault Project Settings

Vault Replication

Vault projects can be replicated between multiple vaults. The master project database SQL Server must be accessible from all workstations.

Note: In a Multi-Office environment it is strongly recommended that you perform project management tasks (for example: creating the project) from a location that has a LAN connection to the master project database. Because all workstations must have access to the master project database, performance from the remote office (WAN connection) is limited when you perform administrative tasks.

For information on setting up the vault replication see Replicaton.