The Vault Office client is similar to the traditional Vault client, but provides only non-CAD file and folder data management options and it requires your Vault Server to be either Vault Workgroup (EOL) or Vault Professional.
Vault Office works with the Vault Gateway in Vault Professional to be able to access the Vault from a connection that is not VPN enabled through either a Mobile device (iOS or Android) or from a traditional computer. This is something the Vault Professional Thin Client currently does not do.
The Vault Office client cannot be installed on the same machine as a full Vault Workgroup or Vault Professional client since the those licenses are more powerful and therefore would be redundant.
What is the Vault Thin Client?
The Vault Thin Client that comes with the Vault Professional environment allows users to consume and search data in the Vault system from a non-contributor mindset. The Vault Thin Client provides read-only features for viewing and sharing Vault data in a web browser (any modern browser) behind your firewall.
You can work with your vaulted data using the following features:
- View data associated with individual vault objects.
- Preview Autodesk Inventor files and other supported file types in the Viewer.
- View records and attachments in change orders.
- Switch between vaults in the Thin Client.
- Share links you can open in the Vault Client on desktop or in the Thin Client.
- Download copies of files directly to your computer to examine and markup drawings.
Who Should Use the Vault Office Client?
The Vault Office client is ideal for users who do not need all of the CAD functionality of a full Vault client, but who still need to manage documents in a vault. For example, non-design engineers and project managers, employees on the shop floor, and sales personnel could all use the Vault Office client to fulfill these responsibilities:
- Review and validate design data
- Participate in the change process
- Manage project data
- Communicate with external team members
- Create reports
- Consume released design data
- Manage additional non-CAD data and custom objects.
Tasks Users Can Perform with the Vault Office Client
File and Folder Tasks
- Create folders
- Move, Rename, and Delete non-CAD files
- Move, Rename, and Delete folders which do not contain CAD files
- Check in, check out, perform quick checkouts, and undo checkouts on non-CAD files
- Check in, check out, perform quick checkouts, and undo checkouts on folders
Note: CAD files in the folder are not affected.
- Open non-CAD files
- Get/download non-CAD files
- Edit non-CAD file properties
- Edit folder properties
- Attach non-CAD files to CAD files
- Attach files to non-CAD files
- Detach files from non-CAD files
- Classify, categorize, change lifecycle definition, change state, and change revision on non-CAD files
- Classify, categorize, change lifecycle definition, and change state on folders
- Change state on CAD files
Custom Object Tasks
- Create Custom Object instances
- Classify, categorize, change lifecycle definition, change state, and change revision on custom objects
- Edit custom object properties
Job Processor Tasks
- Update view using Queue Update
- Send jobs to the Job Processor
Shortcuts and Links Tasks
- Create, edit, and delete links to folders and non-CAD files
- Create, modify, and delete links of non-CAD files and folders to custom objects
Item Tasks
- Read item details (Bill of Materials, etc.)
- Change state on items
Report Tasks
- Run reports on files, folders, items, and change orders
- Rerun reports on Bills of Materials (BOMs)
- Run reports on Custom Objects
Change Order Tasks
- Created, edit, and participate in Change Orders
Do the IMAGINiT Client Utilities Work with Vault Office?
Yes! Only tools that are available for the Office configuration of course.
More details here: IMAGINiT Vault Client Utilities
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