More with Vault

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Get Previous Version/Revision of Parts and Assemblies…

We do not get many calls on this subject, but I think it may be because users are not aware of this ability within a vault application.

Many clients need to get back to a previous variation of a design, either due to overlooking a particular item in the design, or a change in the direction of the design. With Vault and Inventor, clients can get a previous version, however the command is not widely visible from a vault menu or tool bar. Without knowledge of this function, vault users can waste time attempting to get back to a version reflecting the state of the design they actually need.

Let’s take a look at the steps needed to accomplish “Get Previous Version”

Below is a Figure of the design in its current configuration.

Fig. 1

Fig. 1

 

The following Drawing also reflects the above assembly.

Pic-2

Fig.2

The problem is: I need to get the previous version of the file before the top most beams were added to the design; and how does a user accomplish this task, with “Get Previous Version”. Accessing that tool is done this way.

1. From the preview pane highlight the version needed.

Pic-3

Fig. 3

2. Then right click and select “Get/Checkout”

3. Once “Get/Checkout” dialog box appears, expand it to a full dialog…

Pic-4

Fig. 4

Note the number of files to be downloaded to my workspace (12).

4. Download the required file(s), only 12 to be exact, but DO NOT CHECKOUT, then select “OK”

5. The Vault Browser will reflect some out of date files and/or documents

Pic-5

Fig. 5

6. Next is to inform Vault this version needs to be checked out, but not over-write the version you just downloaded.

7. Select the latest version from the main pane in Vault.

Pic-6

Fig. 6

8. Right click and select “Get/Checkout” and expand the dialog box.

9. Pick checkout ball with blue check, and note the checkout download indicators.

Pic-7

Fig. 7

10. Now Select the button identifying the “Working Folders”

Pic-8

Fig. 8

11. Set the download location/Type to “None”. Note the Download indicator

Pic-9

Fig. 9

12. Pick “OK”

13. Open file from within the Inventor application NOT from Vault.

Pic-10

Fig. 10

14. Change Model browser from “Model” to “Vault”, you will see the following.

Pic-11

Fig. 11

15. This is the normal condition, Vault is warning you that the file(s) are checked out to you, and they need to be refreshed from the Vault. This is because Vault thinks you have the wrong version, but you know better…!

16. From the Vault browser within Inventor, highlight the assembly file and check in.

Pic-12

Fig. 12

17. The Check in dialog box will be presented to you, select your favorite option and continue.

Pic-13

Fig. 13

  18. Your results should look like your previous version selected back in Step (1), Fig. 14 & 15.

Pic-14

Fig. 14

Pic-15

Fig. 15

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