Category Assignment Cheat Sheet

To continue the theme of the recent posts about Vault Categories, I thought a cheat sheet was in order to help you get started. Here’s a list of Category assignment rules I’ve compiled from my Vault adventures implementations.

For review, the Category Rule builder needs three things: a Property, a Condition, and a Value. Also note that compound rules follow an AND condition, and OR statements are not supported in the Value.

The easy ones are useful to catch CAD files like Inventor, AutoCAD, etc. Use property ‘File Name’ with Condition ‘ends with’ and enter the file extension (.ipt, .iam ,.Acad.dwg).

To capture and categorize multiple files, use the Classification property. In the image below, a ‘Design Document’ includes Inventor .idw, .ipn, and Inventor .dwg.

Other classifications include

Classification	File Types
Design Document	.idw, .ipn, .dwg (Inv)
Design Visualization	.dwf, .dwfx
Configuration Member	iPart/iAssembly child
Configuration Factory	iPart/iAssembly Parent
Electrical Project	.wdp
Design Substitute	.ipt (Inv Substitute file)

Some of the other tricks of the trade for Content Center files is property ‘Standards Organization’ with a condition of ‘is not empty’. Important! The Rule engine works from the top down, so be sure to place this above any other rules on Inventor part files (.ipt).

Finally, check the box at the bottom of the window to apply these rules on file as they are checked in.

This should get you started on your way to categorizing your files. To test this out on a few sample components existing in Vault, select a file and Change Category. At the bottom of the drop down list, use the assignment rules option. Now you’re ready to properly categorize files upon adding them to Vault.

-Brian Schanen

Comments

[Brian Schanen]

To automatically assign Content Center Files to a specific category upon check in with 2011, you will need to create a UDP called 'Is CC Part' and map it to a new property exposed in the Vault 2011 product family called 'Is Content'. Be sure to make this a boolean. Then proceed as normal to set this assignment rule under behaviors, rules.
And the Standards Organization property is still there as well, but I suggest using the 'Is Content' property to trigger from.

[Hans-Martin Haga]

The "Standards Organization" property does not exist in Vault Collaboration 2011? What property should be used to identify these files in 2011?