Configuring a User’s Preferred Vault

A user’s Default Vault is the vault server where all files saved by the user are saved. For systems configured for Vault Replication, it is also the preferred vault from which files are retrieved for a given user, unless specific Read Priority vaults are set. Vaults can be specified and prioritized for each user by setting one or more vaults, including the User’s Default Vault, on the ‘Read Vaults’ relationships tab for a User.

When a user gets a file, Aras Innovator determines all the vaults with copies of the file, and selects the vault to send the file based on:

1. if it is the vault with the highest Read Priority (lowest numeric value),
2. it is the user’s default vault (if that vault is not in the Read Priority list),
3. it is another vault.

Setting the Read Vaults should be done for users to improve performance accessing files, based on latency, bandwidth, server load and other considerations.

A User’s Default Vault and Read Vault priority is also significant in triggering Replication. The user’s Default Vault sets, where a file is first saved or changed, so Replication Rules must be set on that vault to generate onChange Replication Transactions. The Read Priority, and the vault location(s) of the the file, determines which vault Aras Innovator chooses to send the file, and Replication Rules must exist on the chosen vault to generate onDemand Replication Transactions. Replication Rules are described in the next chapter.

Administrators may set the priority order for Read Vaults by editing a User. If the relationship tabs are not visible, click the Hide Tabs button on the toolbar. Then select the Read Vaults tab. Add/edit/delete the vault relationships, setting the Priority property from lowest to highest for the most to the least preferred vaults. If no Read Vaults are specified, the server chooses the Default Vault set for the user as most preferred, and if a copy of the file is not there, it chooses some other vault to retrieve a file. If Read Vaults are specified, the one with the lowest Priority numerically with a copy of the file is chosen to retrieve a file, followed by the Default Vault (if it is not prioritized in the Read Vaults) list, followed by any other vault.

Generally, if you set any Read Vault priorities for a user, the highest priority (lowest numeric value Priority) Vault should also be their Default Vault. One exception would be if your organization wants users to always save to a ‘Master Vault’, so it is set as the Users’ Default Vault, but other vault(s) are to be used when possible to get a file, and thus are set as the Users’ Read Priority vault(s).