Configure General Vault Settings

The General tab is where you can configure several basic vault settings such as the vault name and server information. On this tab, you can also set the initial state of documents after import and configure whether you want to use document type security or renditions.

To configure the settings on the General tab:

1. In Configurator, expand Environment in the configuration tree and select Vault Settings.

   The vault's settings appear in property pages in the right pane.

2. On the General page, the properties in the following table are read-only and cannot be edited in Configurator.

3. Click Edit.

4. On the General page, click options or type values using the descriptions in the following table.

   Vault general options

   Option	Description
   Vault name	The name of the vault as it appears to users. Read-only.
   Environment revision	The revision number of the vault's configuration data. This property can be useful for tracking and documenting changes that are made to the vault's configuration. Read-only.
   Server name	The name of the computer where the Accruent EDM Server service is running. Read-only.
   EDM Server revision	The revision number of the Accruent EDM Server service software. Read-only.
   Shared folder	The name of the share on the server where user interface extensions are stored. Read-only.
   After importing documents	Select an option for the initial state of documents after they have been imported into the vault. Set state to Under Quick Change — The documents must be released from the Quick Change workflow before their status is Released. Set state to Unchanged — The documents are not in a workflow. The Unchanged status is equivalent to Released except that it does not result from a workflow. Set state to Under Change — The documents must be released from their document type workflow before their status is Released. This setting impacts the Import hybrid components as parts of the hybrid document type setting.
   Use document type security	Select this option to restrict user access to specific document types. For information on security roles, see Security Roles. This setting affects the options available for the Document type availability setting.
   Use renditions	Enable this option if documents in this vault will be rendered or published by Publisher. This option enables the rendition features in the client applications. This setting impacts the Generate renditions after the following transitions setting and the Update rendition setting. Note: To specify the default file extension of documents to import as renditions of existing documents during drag-and-drop operations, set the DefaultRenditionExtension setting to the file extension, for example, .pdf. This setting can be configured in the [Vault] section of the Application Integration settings as described in Configure Managed Change.

5. Click OK.