Working with Repositories

In Vault Professional, a repository stores a logical grouping of files. You can have multiple repositories per server. It is recommended that you keep unrelated projects in separate repositories.

You cannot share or branch files across repositories. So, files that need to be shared must exist in the same repository.

Connecting to the Server

Use the Connect to Server dialog box to connect to the Vault Professional server. The dialog box will display when Vault Professional is started unless you have previously chosen to automatically connect.

After the first connection to Vault Professional, the server and username will automatically be filled in. If you previously used a profile to connect, the connection information will be automatically filled in and that profile will be selected by default in the Select Profile dropdown.

Once you are logged in and connected to a server, you can connect to a different server by invoking the Connect to Server command in the File menu.

If you click Cancel from the Connect to Server dialog box and are not currently logged in, the client remains in an unconnected state.

Profiles

Profiles are named sets of connection information. A profile stores connection information to different servers or different configurations of a server allowing you to use that profile to easily connect to a server.

For example, if you have two servers you normally connect to and each server has two repositories that you regularly use, you can define four profiles, one for each repository/server configuration, so you don’t have to remember the connection information.

To automatically connect to a server and then to a repository, you must use a profile.

Profiles are selected from the Connect to Server dialog, and are created and edited using the Edit Profiles dialog.

Choosing Repositories

The Choose Repository dialog box is displayed when you are connecting to the server (unless you are using a profile that automatically opens a repository).

To select another repository from the server you are already connected to, activate the dialog box by clicking Choose Repository from the File menu. You can also choose the Ctrl+P key.

When the Choose Repository dialog box is opened, the repositories you have access to in the currently connected Vault Professional server are displayed. The repository’s version and number of files and folders will also be displayed. Access to a repository is set by the administrator in the Admin Web Client.

If you Cancel the repository selection and a repository is open, the current repository remains open. If no repository is open and you click Cancel, you will remain connected but no repository will be open. To open a repository, select the File menu item and then select Choose Repository.

Disconnecting from Server

To disconnect from the current server go to the File menu and click Disconnect from Server.