Vault logins, two places to check…

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Working in an Engineering office can be a hectic environment. With interruptions and our required daily activities, one can get disoriented, lost and confused. Well actually not that bad, but you get my meaning…

One issue I’ve noticed with new Inventor and Vault Client users, is sometimes they will get a little confused between the Vault client login and the login on the Vault Add In toolbar within Inventor. Both are accessing the same data and service but provide two different mechanisms for Vault logins. For most of the time, a single user working within a Vault controlled Inventor environment should be logged into both the Vault Client and the Inventor Vault Add In as the same user. Mixing up different user logins to either application can lead to files being placed in the wrong workspace or even in the wrong vault; it is important to know who you are and where you are logged into, from both applications.

In the next few simple tips I will show you how to check your status from both applications for verifying, who you are…!

Let’s take a look at the Vault Client first…

Shown above is the Vault Client window, and we are at the main window. To see this window, you are already logged in through the Vault Client. This is a highly useful part of the daily activities of an engineering team. Either, the Project Manager, Lead Engineer, or any team member can use this throughout the day to adjust files and folders without opening the Inventor application. Let’s say it has been several hours since you logged in, and you have been away from your desk. You need to know how you are logged in.

We can easily tell by the following. Take a look at the lower right corner of the Vault Client window…

This tells us how we are logged in and which vault we are logged into. Checking this status frequently will prevent confusion at a later time. It looks simple; but, some users could be logged into the Vault Client application as the administrator. This could result in them looking at a different vault. This may have been done accidently or even during vault testing with various operations and procedures on test projects and files. Then they forgot how they were logged in and unintentionally moved several files to a new folder…

Then Inventor is opened and the vault login is set as automatic login and it’s NOT the Administrator as noted above, or not their assigned login. Now the files that were moved cannot be found. Here is how to check for this possible problem while in the Inventor application to make sure your logins are synchronized…

One way is to check the Vault Status… Steps 1, 2 & 3…

And now the result of our steps above…

The picture shown above reflects the exact same login information: the User, the Vault and the Server; this is exactly what users will need 99% of the time. If this login is incorrect or does not match the Vault Client application login, it can be corrected with the next few steps below. You could also log out of the Vault client and log back in as the correct user on the correct server, using the correct Vault. Either method will work, as long as you are the same user in both the Inventor Vault Add In toolbar and Vault Client application.

Another way to find out what the Vault knows about you is to log out then log back in with the Inventor Vault Add In toolbar. See Below…

Go to the Vault Tab on the Ribbon Interface…

If logged in, select Log out…

You will receive the following result…

Select the login button show above…

You will see a familiar login dialog window, show below…

Notice that the above 4 steps all occurred from within Inventor while working with the Vault Add In toolbar. So if during an Inventor file open operation and files appear to be missing, or not in the correct place as last remembered, check the described items noted in this article, what does the Vault client know about you and what does the Vault Add In toolbar know about you while working from within Inventor…

As an old aviator friend of mine once said, “Read the instrument panel now and then…”

Until next time, may your files be where you placed them, and may your Vault backups never need to be used….

Mike

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