Vault – Workspace Sync

By Kim Hyde

As an active Vault user trying to manage what data is in, or what is not in Vault can be sometimes a challenging issue.  Luckily Autodesk provide an in-product tool in all  variants of the Vault Client applications.  This Blog addresses the use of the tool’s functionality.

Before considering this topic further, it is worth remembering a few basic principles regarding the user’s workspace which I have listed below:

• When a user edits files in Vault, the Check-Out function will retrieve a copy of the data to the user’s workspace and lock the edit to that user. This is true when editing both CAD and non-CAD data (e.g. Word files).
• When the edits are completed, the data is Checked-In and a new version of the file(s) are stored and recorded under the file’s history.
• The Check-In dialog provides an option to delete the local copy used for the edit.
• For best practice, it is always best to delete the Workspace files once the editing is completed.

Using Workspace Sync

Workspace Sync / Quick Sync tool selection.

Workspace Sync -            Full dialog with options; different configurations and be saved or opened.

Quick Sync -                       Executes current sync settings.

Workspace Sync Options –

Other useful settings include empty folder removal, together with saving / opening settings to an xml file.

Also refer to the following Autodesk link:

http://help.autodesk.com/view/VAULT/2020/ENU/?guid=GUID-0CE7940A-FB90-436D-9E95-9FD283F048FD