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  • Pulsonix

    Vault Users Guide

  • 2 Pulsonix Vault

    Copyright Notice

    Copyright WestDev Ltd. 2000-2017

    Pulsonix is a Trademark of WestDev Ltd. All rights reserved. E&OE

    Copyright in the whole and every part of this software and manual belongs to WestDev Ltd. and may

    not be used, sold, transferred, copied or reproduced in whole or in part in any manner or in any media

    to any person, without the prior written consent of WestDev Ltd. If you use this manual you do so at

    your own risk and on the understanding that neither WestDev Ltd. nor associated companies shall be

    liable for any loss or damage of any kind.

    WestDev Ltd. does not warrant that the software package will function properly in every hardware

    software environment.

    Although WestDev Ltd. has tested the software and reviewed the documentation, WestDev Ltd.

    makes no warranty or representation, either express or implied, with respect to this software or

    documentation, their quality, performance, merchantability, or fitness for a particular purpose. This

    software and documentation are licensed 'as is', and you the licensee, by making use thereof, are

    assuming the entire risk as to their quality and performance.

    In no event will WestDev Ltd. be liable for direct, indirect, special, incidental, or consequential

    damage arising out of the use or inability to use the software or documentation, even if advised of the

    possibility of such damages.

    WestDev Ltd. reserves the right to alter, modify, correct and upgrade our software programs and

    publications without notice and without incurring liability.

    Microsoft, Windows, Windows NT and Intellimouse are either registered trademarks or trademarks of

    Microsoft Corporation.

    All other trademarks are acknowledged to their respective owners.

    Pulsonix, a division of WestDev Ltd.

    Printed in the UK Issue date: 20/09/17 iss 1.3

    Pulsonix 20 Miller Court

    Severn Drive

    Tewkesbury Business Park

    Tewkesbury

    Glos, GL20 8DN

    United Kingdom

    Support Phone +44 (0)1684 296 570

    Sales Phone +44 (0)1684 296 551

    Fax +44 (0)1684 296 515

    Email info@pulsonix.com

    Web www.pulsonix.com

    mailto:info@pulsonix.comhttp://www.pulsonix.com/

  • Contents 3

    Contents

    CONTENTS ................................................................................................................................. 3

    PULSONIX VAULT ........................................................................................................................ 5 What is the Vault?........................................................................................................................................ 5 Do I need to use the Vault? .......................................................................................................................... 5 Licensing ..................................................................................................................................................... 5 System Requirements .................................................................................................................................. 6 Installation ................................................................................................................................................... 6

    Deployment planning............................................................................................................................. 6 Installing the database server ................................................................................................................. 7 ODBC driver installation ..................................................................................................................... 12

    Key Concepts of the Vault ......................................................................................................................... 14 What can be stored in the Vault? ......................................................................................................... 14 What is an item? ................................................................................................................................ 14 Other Vault item properties ................................................................................................................. 15 Cross References ................................................................................................................................. 15 Managing and updating Vault items .................................................................................................... 15

    Preparing your Vault for first use .............................................................................................................. 16 Testing Connection to Vault ................................................................................................................ 16 Alternate ODBC Drivers ..................................................................................................................... 17

    Users and Groups ....................................................................................................................................... 17 Groups and Permissions ...................................................................................................................... 18 Users .................................................................................................................................................... 19 Primary and Alternate Sign-in ............................................................................................................. 19 Recovering lost passwords................................................................................................................... 20

    Revision Naming ....................................................................................................................................... 20 Choosing a Revision Naming Scheme ................................................................................................. 20 Adding or changing Revision Naming Schemes ................................................................................. 20

    Attributes ................................................................................................................................................... 21 How to set them up .............................................................................................................................. 21

    Options ...................................................................................................................................................... 22 Database Settings ................................................................................................................................. 22 Personal Settings.................................................................................................................................. 23 Colours ................................................................................................................................................ 24

    Folders ....................................................................................................................................................... 24 Folder Names ....................................................................................................................................... 24 Creating and renaming folders ............................................................................................................. 25 Moving folders .................................................................................................................................... 25

    Migrating Library Data into the Vault ....................................................................................................... 26 Before you start ................................................................................................................................... 26 Item Names .......................................................................................................................................... 27 Using the Libraries to Vault dialog ................................................................................................... 27 Using both Libraries and Vault ............................................................................................................ 28 Shared master libraries ........................................................................................................................ 28

    Migrating Design Data into the Vault ........................................................................................................ 30 Before you start ................................................................................................................................... 30

    Understanding and managing your Vault contents .................................................................................... 31 The Vault Manager dialog ................................................................................................................... 31

  • 4 Contents

    Browser Page ....................................................................................................................................... 31 Search .................................................................................................................................................. 32 Audit Trail ....................................................................................................

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