Getting familiar with properties and behaviors

00:06

Hi.

00:07

The purpose of this video is to get

00:09

familiar with the property's feature in Autodesk Vault.

00:14

Properties are attributes associated with a file.

00:18

Vault recognizes two types of properties.

00:22

System defined properties and user defined properties,

00:26

which is also called as UDPs.

00:29

System defined properties

00:31

are in the database created by the system which is then assigned to a file.

00:39

User defined properties are in the database created by an administrator.

00:45

The property can be applied to a file when it is added to a vault.

00:51

In the Vault client,

00:52

the property's grid is docked on the right hand side

00:56

by default.

00:58

The property's grid consists of system properties and user defined properties.

01:04

You can select any property in the grid.

01:08

And

01:09

hide it by clicking the icon in the top right corner.

01:15

To

01:16

add the hidden properties back to the view,

01:19

click the plus icon.

01:22

Select the property that you would like to restore

01:25

and click on Restore selected properties.

01:29

And click OK.

01:31

You can see that

01:33

the property has been added back here.

01:35

To access or view property definitions,

01:38

you should be logged in as an administrator.

01:43

Click on tools administration,

01:46

Vault settings.

01:49

In the Vault settings dialogue,

01:51

click on behaviors

01:53

and click on Properties button

01:55

to access the Properties definition dialogue box.

01:59

The available properties are listed in the property definitions dialogue.

02:04

Scroll down to look for the property definitions,

02:08

or use control plus F keys

02:11

to invoke a search.

02:16

Search for a specific property

02:20

if you know the property name.

02:22

We are looking for a property called Vendor here, which is not available.

02:27

We will create that

02:29

property in some time,

02:31

but before that,

02:33

let's understand

02:35

the property definitions dialogue.

02:39

The bottom half of the dialog shows the settings and mappings tab.

02:44

For a selected property and also

02:47

the category specific configurations

02:50

such as whether a property is set to require a value

02:54

to be case sensitive like upper case or lower case,

02:56

minimum maximum length,

02:58

specifications,

02:59

and more.

03:02

Click on the mapping tab

03:04

to see the available mappings for a given property.

03:09

New mappings can be created from here,

03:11

or any existing mappings can be modified or removed by an administrator user.

03:21

Now

03:22

let's create a new property definition for an Inventor iProperty

03:25

and see how we can map and associate it

03:29

with files and Vault.

03:32

To create a new property or user defined property,

03:36

click on New.

03:39

In the new property definition dialog,

03:42

specify a meaningful name.

03:45

Or we use the Inventor iProperty

03:48

name as is.

03:49

In this case,

03:50

I am trying to create an Inventor iProperty

03:53

based user defined property in involved,

03:56

and I have specified the same name here.

03:59

The value field can be text,

04:01

number,

04:01

boolean,

04:02

or date.

04:04

For our purpose,

04:06

text should suffice.

04:10

Let's associate this property with a file category called Inventor.

04:14

You can associate a UDP with file category,

04:17

folder categories,

04:18

or items categories.

04:21

Or you can also associate

04:23

a UDP with links or reference designators.

04:29

Click close.

04:31

Let's create a mapping with Inventor.

04:35

Entity class is file.

04:37

The provider should be

04:39

Inventor

04:40

because we are creating this UDP mapping for an Inventor file.

04:47

The file is in Vault

04:49

so we will import

04:51

the property from the file that is in Vault.

04:56

Browse for the file

04:58

and select it.

05:04

The available property definitions in the Inventor file are listed here.

05:12

I will choose Vendor

05:13

I property definition.

05:15

And click OK.

05:19

The mappings can be bidirectional

05:23

from Vault to file or from file to Vault.

05:26

When

05:27

the definition mapping is set to file from Vault,

05:31

the mappings are read from file and can be written on file only.

05:37

When it is

05:39

set to Vault to file,

05:41

then the property can be edited on the Vault side only.

05:47

When it is set bidirectional,

05:49

the property can be modified either on the

05:52

CAD application

05:54

or

05:55

through Vault.

05:57

The changes will propagate both sides.

05:59

We will use bidirectional mapping in this case

06:02

and click OK.

06:07

The new property definition vendor has been created.

06:13

Then close to exit.

06:17

Now

06:18

let's switch to Inventor and create a new Inventor file.

06:26

In the iProperties definition,

06:30

let's input a value to the vendor iProperty definition.

06:35

Click apply.

06:37

Close.

06:39

Save this file

06:40

in the local working folder.

06:54

The file is saved.

06:56

Switch to Vault tab

06:58

and check in the file.

07:06

Let's switch to Vault client.

07:11

File is now checked into Vault.

07:15

Let's look at the user defined properties here.

07:18

You can see that

07:19

the vendor property definition with the value is reflecting in the vault.

07:24

Now let's see how to edit this file property

07:28

inside Vault.

07:31

Select the file

07:32

and select the edit properties icon here.

07:35

By default,

07:37

name,

07:37

author,

07:38

description,

07:39

and company property definitions are listed as columns here.

07:44

To add any property that is not shown in the list,

07:47

use the customize Fields option

07:51

and look for the property,

07:53

and add that to show the field here in the property edit dialog.

07:57

Now we can see that the vendor property column is listed here.

08:01

Let's edit the value,

08:04

and click OK.

08:07

A confirmation message will be shown

08:09

that shows that

08:10

the property edit was successful.

08:13

Let's click close here,

08:16

and

08:17

open the file from Vault again.

08:32

We will open the file and read only more,

08:35

because we are not intending to change anything,

08:38

but to

08:39

check the property definition.

08:42

Let's check the iProperties

08:45

to confirm that the value has been reflected

08:48

back from Vault into the file.

08:51

This is how properties can be mapped.

08:53

Property definitions can be created.

08:56

Properties can be linked with the file,

08:58

and those can be used

09:01

for the data management purpose.

Video transcript

00:06

Hi.

00:07

The purpose of this video is to get

00:09

familiar with the property's feature in Autodesk Vault.

00:14

Properties are attributes associated with a file.

00:18

Vault recognizes two types of properties.

00:22

System defined properties and user defined properties,

00:26

which is also called as UDPs.

00:29

System defined properties

00:31

are in the database created by the system which is then assigned to a file.

00:39

User defined properties are in the database created by an administrator.

00:45

The property can be applied to a file when it is added to a vault.

00:51

In the Vault client,

00:52

the property's grid is docked on the right hand side

00:56

by default.

00:58

The property's grid consists of system properties and user defined properties.

01:04

You can select any property in the grid.

01:08

And

01:09

hide it by clicking the icon in the top right corner.

01:15

To

01:16

add the hidden properties back to the view,

01:19

click the plus icon.

01:22

Select the property that you would like to restore

01:25

and click on Restore selected properties.

01:29

And click OK.

01:31

You can see that

01:33

the property has been added back here.

01:35

To access or view property definitions,

01:38

you should be logged in as an administrator.

01:43

Click on tools administration,

01:46

Vault settings.

01:49

In the Vault settings dialogue,

01:51

click on behaviors

01:53

and click on Properties button

01:55

to access the Properties definition dialogue box.

01:59

The available properties are listed in the property definitions dialogue.

02:04

Scroll down to look for the property definitions,

02:08

or use control plus F keys

02:11

to invoke a search.

02:16

Search for a specific property

02:20

if you know the property name.

02:22

We are looking for a property called Vendor here, which is not available.

02:27

We will create that

02:29

property in some time,

02:31

but before that,

02:33

let's understand

02:35

the property definitions dialogue.

02:39

The bottom half of the dialog shows the settings and mappings tab.

02:44

For a selected property and also

02:47

the category specific configurations

02:50

such as whether a property is set to require a value

02:54

to be case sensitive like upper case or lower case,

02:56

minimum maximum length,

02:58

specifications,

02:59

and more.

03:02

Click on the mapping tab

03:04

to see the available mappings for a given property.

03:09

New mappings can be created from here,

03:11

or any existing mappings can be modified or removed by an administrator user.

03:21

Now

03:22

let's create a new property definition for an Inventor iProperty

03:25

and see how we can map and associate it

03:29

with files and Vault.

03:32

To create a new property or user defined property,

03:36

click on New.

03:39

In the new property definition dialog,

03:42

specify a meaningful name.

03:45

Or we use the Inventor iProperty

03:48

name as is.

03:49

In this case,

03:50

I am trying to create an Inventor iProperty

03:53

based user defined property in involved,

03:56

and I have specified the same name here.

03:59

The value field can be text,

04:01

number,

04:01

boolean,

04:02

or date.

04:04

For our purpose,

04:06

text should suffice.

04:10

Let's associate this property with a file category called Inventor.

04:14

You can associate a UDP with file category,

04:17

folder categories,

04:18

or items categories.

04:21

Or you can also associate

04:23

a UDP with links or reference designators.

04:29

Click close.

04:31

Let's create a mapping with Inventor.

04:35

Entity class is file.

04:37

The provider should be

04:39

Inventor

04:40

because we are creating this UDP mapping for an Inventor file.

04:47

The file is in Vault

04:49

so we will import

04:51

the property from the file that is in Vault.

04:56

Browse for the file

04:58

and select it.

05:04

The available property definitions in the Inventor file are listed here.

05:12

I will choose Vendor

05:13

I property definition.

05:15

And click OK.

05:19

The mappings can be bidirectional

05:23

from Vault to file or from file to Vault.

05:26

When

05:27

the definition mapping is set to file from Vault,

05:31

the mappings are read from file and can be written on file only.

05:37

When it is

05:39

set to Vault to file,

05:41

then the property can be edited on the Vault side only.

05:47

When it is set bidirectional,

05:49

the property can be modified either on the

05:52

CAD application

05:54

or

05:55

through Vault.

05:57

The changes will propagate both sides.

05:59

We will use bidirectional mapping in this case

06:02

and click OK.

06:07

The new property definition vendor has been created.

06:13

Then close to exit.

06:17

Now

06:18

let's switch to Inventor and create a new Inventor file.

06:26

In the iProperties definition,

06:30

let's input a value to the vendor iProperty definition.

06:35

Click apply.

06:37

Close.

06:39

Save this file

06:40

in the local working folder.

06:54

The file is saved.

06:56

Switch to Vault tab

06:58

and check in the file.

07:06

Let's switch to Vault client.

07:11

File is now checked into Vault.

07:15

Let's look at the user defined properties here.

07:18

You can see that

07:19

the vendor property definition with the value is reflecting in the vault.

07:24

Now let's see how to edit this file property

07:28

inside Vault.

07:31

Select the file

07:32

and select the edit properties icon here.

07:35

By default,

07:37

name,

07:37

author,

07:38

description,

07:39

and company property definitions are listed as columns here.

07:44

To add any property that is not shown in the list,

07:47

use the customize Fields option

07:51

and look for the property,

07:53

and add that to show the field here in the property edit dialog.

07:57

Now we can see that the vendor property column is listed here.

08:01

Let's edit the value,

08:04

and click OK.

08:07

A confirmation message will be shown

08:09

that shows that

08:10

the property edit was successful.

08:13

Let's click close here,

08:16

and

08:17

open the file from Vault again.

08:32

We will open the file and read only more,

08:35

because we are not intending to change anything,

08:38

but to

08:39

check the property definition.

08:42

Let's check the iProperties

08:45

to confirm that the value has been reflected

08:48

back from Vault into the file.

08:51

This is how properties can be mapped.

08:53

Property definitions can be created.

08:56

Properties can be linked with the file,

08:58

and those can be used

09:01

for the data management purpose.

Getting familiar with properties and behaviors - Exercise

To access Property Definition

Create, edit, and delete user-defined properties (UDPs) on the Properties Definition dialog.

  1. Select Tools > Administration > Vault Settings.



  2. In the Vault Settings dialog, click the Behaviors tab.
  3. In the Properties section, click Properties.
  4. On the Property Definitions dialog, you can:
    • Click New to create a user-defined property.
    • Select a property and then click Edit to modify a property definition.
    • Select a user-defined property and then click Delete to remove the user-defined property.
  5. Click the Settings tab to view the settings for the selected property. The settings displayed in the tab vary depending on the type of property selected.

Create a user-defined property

Create new user-defined properties (UDP) to help customize property mapping and write back preferences.

Note: You must have administrative access to perform these tasks.

  1. Click Tools > Administration > Vault Settings.
  2. On the Vault Settings dialog box Behaviors tab, click Properties.
  3. In the property Definitions dialog box, click New.
  4. In the New property dialog box, enter a name.



  5. In the Type list, select the property type.
  6. Assign the UDP to one or more categories by selecting the category check boxes in the Associations drop-down list.

On the Settings tab, some property settings are populated with values determined by the Name and Type entries from the previous steps.

Define list values

On the Settings tab, select the Initial Value row. Depending on the type of the property, the cell on the right becomes a modifiable field, a drop-down list with existing values, or a drop-down list with values you can add.

  1. Perform one of these tasks:
    • If the property is type text, enter a value and proceed to the last step.
    • If the property is type boolean or date, select the appropriate value and proceed to the last step.
    • If the field is a drop-down list for which you can create values, Click (...) and proceed to the next step.
  2. In the List property dialog pane, click in the List Values list and enter a name for the new value. Continue to add values to complete the list.
  3. Click OK to close the List property dialog box and return to the New property dialog box.
  4. Click OK on the New (Property) dialog.

Note:

Edit properties in Vault Client (Main View)

Edit file properties from the main view of the Vault Client.

Note: You must be assigned the role of either Editor or Administrator to perform this action. Contact your Vault administrator to verify your role.

  1. Select a file or files from the main pane and select Ctrl+E.
  2. The Property Editing dialog lists the file or files that were selected. Click Add to include other files from the vault.



    To exclude a file that was selected, select it from the list and then click Remove.
  3. The Name, Author, and Description properties are displayed for the selected files by default. Click Select Properties to select additional properties to edit for the files.

    Note: When using Select Columns to display in the Edit Properties screen, existing properties can be removed from the list. If a field is removed that contains edited properties, any changes you made are lost. You are prompted to verify the removal of the field before continuing.
  4. To edit the property values:
    • Double-click on a cell to edit the value.
    • Right-click on a cell to copy or paste a value.
    • Click and drag the small black square in the lower right corner of a highlighted cell to fill multiple cells in a column or columns with the same value.
    • Right-click on a cell and then select Find to search the property values for a specific string. In the Find and Replace dialog box, enter a text string to locate and then click Find Next to move from one occurrence to the next.
    • Right-click on a cell and the select Replace to search for a specific string and replace it with a new value. In the Find and Replace dialog box, enter a text string to locate and a replacement value. Click Find Next repeatedly until you locate the specific occurrence you want to replace with the new value and the click Replace or click Replace All to replace every occurrence with the new value.
    • Right-click on a cell and then select Capitalize to use all uppercase characters for the value.

      Note: The new value for a property must be the proper data type for the property value. If a new value is not the proper data type for the property, the entry is flagged as incorrect.
  5. Select OK.
  6. The selected files are copied to a temporary location on the local computer, checked out, the properties are updated, and then the files are checked back in to the vault. A progress bar indicates the user-defined properties are being updated. Click Cancel to stop the process. If Cancel is clicked after some files have been checked back into the vault, those files will contain the edited properties. Any files not checked in will not contain the edited properties.
  7. The Property Edit Results screen summarizes the property edits for each file and which properties were edited successfully.

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