We keep our entire Design Data folder in Vault. (included files ipt/iam/idw templates, CC libraries, material specifications, etc) When the CAD admins make a change, they send out an email to all users to update the local copies of those files. (@ihayesjr it would be very nice to have a "push" function for this type of data that insures all users have the latest information)
So I am thinking that you might have the following setup:
- Vault Server installed on a physical server inside the company's Windows network.
- This machine has the MS SQL database and the central file store.
- Note that the central file store has its own names and locations for Vaulted files. The names do not make any sense to a human user. One of the MS SQL databases stores the mapping between the user name/location and the Vault name/location. Once the files are in Vault the users will not be able to find them on the server using Windows Explorer.
- Many individual work computers, each with a dedicated workspace at the root of the c: drive.
- The users check files into and out of their local workspaces to the Vault server and its central filestore as they work on the project.
- I believe that the file check out from the Vault server tracks both the user and the computer that invoked the checkout. If a user duplicates the local workspace to a different computer, and uses the same Vault log-in to work, Vault will think that the file is checked-out to the initial computer. This can be managed but it will be difficult.
- If the user works remotely, they should:
- Check in all work from the office PC
- Go to the remote location.
- VPN or other network access method to the company's Windows network. The user needs to have communication with the Vault server. It should not be done over the open internet.
- Log-in to the Vault server on the remote machine.
- Download/checkout the files from the Vault server.
- Do the work.
- Check everything back in for others to use.
Where does Dropbox/cloud sync fit into this type of workflow?
Steve Walton
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Inventor 2025
Vault Professional 2025