When a catalog is linked to Cumulus Vault, assets can be handed over to Vault when they are cataloged by any user. As the Cumulus Administrator, you link a catalog to Vault by telling Cumulus essentially two things.
First, you have to configure Cumulus to be able to add assets to Vault when they are cataloged. You do this by specifying Cumulus Vault as a central location for the catalog. You even have a couple of options for specifying when assets should be handed over to Vault:
Always
All assets added to the catalog are handed over to Vault. Should be considered the default setting, because it ensures that all of the catalog’s assets are subject to Vault’s access and version control.
As Set in Asset Handling Set
You let each user specify (with the Asset Handling Set they employ) whether or not to catalog assets to Vault. Useful if only certain types of assets – as your workgroup defines them – need to be subject to access and version control.
Always and Exclusive
All assets added to the catalog are handed over to Vault and their asset storage location is Vault exclusively. A catalog that is set to this option will have a forced 1-to-1 relation with its Vault Folder: every record in the catalog represents an asset stored in the corresponding Vault Folder and each asset in this Vault Folder is represented by a record in this catalog. This is the guiding principle for all functions performed. For example this means that assets managed by this catalog cannot be moved and that deleting the records representing them will always delete the assets as well. A catalog that is set to this option is called a Vault exclusive catalog.
NOTE: After the Always and Exclusive option has been activated for a catalog, all assets already contained in the catalog will be copied to the corresponding Vault Folder and their records will be updated to reflect the new asset storage location.
Second, you have to tell Cumulus where to store the assets to be controlled by Vault, in effect tell Cumulus which computer in your network is running the Vault Server. You specify this computer by its network name or TCP/IP address. At this point, you don’t need to specify the actual folder on the Vault Server computer, since you already specified it when you configured the Vault Server.
To link a catalog to Vault:
1. Make sure the collection window containing the catalog is the active window in Cumulus.
2. Select Cumulus / Edit > Preferences.
3. Click Catalog Settings.
The Catalog Settings window is displayed. If the active collection window contains more than one catalog, select the catalog you want to edit under Catalogs.
4. Click General.
5. Under Copy Assets to Central Location, enable Use Central Asset Location.
6. Choose where to store the copies and which Asset Storage module you want to use.
The Choose an Asset Storage Module dialog opens.
7. Select Cumulus Vault and click OK.
The Select Remote Module dialog opens.
8. Select the computer running the Vault Server from the Computer field. This is the computer that contains the folder you specified as the Vault location (see “Configuring the Vault Server” ). You can click the arrow button to the right of the field for a list of currently active Vault Servers in your network.
The Choose Asset Location dialog is opened. You now have to decide whether you want the assets to be stored directly in the folder of the Vault Server or in a subfolder nested in the Vault Server folder. Such a subfolder is called a Vault Folder.
9. Select the desired option.
10. If you decided on Use Vault Server Directly, your next step is to click OK. If you decided on Use Vault Folder, the list for selecting this folder is activated. Then your next step is to select the Vault Folder you want the asset to be stored in and click OK. If you want a new Vault Folder to be created for storing the assets of this catalog, click New Folder. A dialog for entering a name for the folder is displayed. It contains the name of the catalog as default.
NOTE: If a catalog is set exclusive for a Vault Folder this folder cannot be used as a central asset storage location for any other catalog. If you want a catalog to be set exclusive, you have to create a new Vault Folder for it.
You return to the General section of the Catalog Settings window. The name or IP address of the computer running the Vault Server and the name of the Vault Folder are displayed.
11. Select the mode for copying assets to the central asset storage location chosen above:
• Always
• As Set in Asset Handling Set
• Always and Exclusive (available with Vault only)
(For more information on the different modes, see here.)
12. Click Apply to save your changes and select the next catalog you want to set up for Vault. OR Click OK to save your changes and close the Preferences window.
When users catalog assets to this catalog from now on, the asset can be placed or will be placed into the folders inside the Vault Server folder you specified when you configured the Vault Server.