Selecting a Vault

Vault selection is available from many pages in MatrixOne applications. For example, if you are adding an existing object to a list, you can choose which vault(s) to search. You can also select the vault where newly created objects are stored. When creating objects, a collaboration partner's vault will only show in the vault list if the object type that is being created is one of the object types that are shared.

For performance reasons, the default search vault is initially set to your company vault, but you can change this default. See Choosing Preferences for details.

To select a vault

1. Click next to a Vault field on a form page. The Select Vault page opens.
2. If you are allowed to select more than one vault, the vaults are shown with check boxes next to the vault names.

If you are allowed to select only one vault, the vaults are shown with buttons next to the vault names. For example, if you are defining a person, you can specify the default vault the person will use to access database objects. Click one button to select the vault.

3. Click Done. The pop-up window closes automatically and the name of the vault is shown in the text box.