Vault Station Manager Application Setup (Quality)

Vault Station Manager is a mobile application for iOS and Android tablets that allows workers in manufacturing facilities to view Quality documents on shared devices. As more manufacturers replace paper binders on the shop floor with electronic documents accessed via tablets, organizations need a secure way to share these documents on approved devices. Vault Station Manager provides a completely mobile, encrypted experience for viewing Vault Quality documents, with fast, offline access 24 x 7.

Vault Station Manager is easy to use and focused on the manufacturing user’s needs. Even with gloves on, documents within the application are only a few taps away. Vault Station Manager also requires minimal setup and maintenance. Site IT users only need to log into the application once. After that, the account is permanently logged in on that device, including after the tablet is restarted. When online, Vault Station Manager automatically syncs with Vault every 15 minutes to ensure that users always see the most up-to-date documents.

Vault Station Manager users generally fall into one of three categories:

• Business Administrators were in charge of managing paper binders on the manufacturing floor prior to the adoption of Vault Station Manager. They do not interact directly with the mobile application but rather use Vault to administer Stations and Station Documents. Learn more about Vault Station Manager Application configuration.
• IT Administrators manage the provisioning of tablet devices that are available on the shop floor. IT Administrators use a shared account to log into the Vault Station Manager mobile application on each device and associate it with a Station. This article is for IT Administrators.
• Manufacturing End Users pick up tablet devices in their area of the shop floor and use the Station Manager mobile application to access documents they previously accessed in paper binders. Learn more about Using Vault Station Manager.

Download Station Manager

Use the iOS App Store to download Station Manager for iOS:

Station Manager for iOS

Use the Google Play Store to download Station Manager for Android:

Station Manager for Android

Alternatively, you can download the latest version of Station Manager for Android as an APK file.

How to Set Up Vault Station Manager

The user accounts you use to login to the Vault Station Manager application must have the appropriate permissions to set up the Vault Station Manager application. To set up Vault Station Manager on a tablet:

1. Open Vault Station Manager from the tablet.
2. Enter the appropriate Vault login credentials and tap either Login or the keyboard return button. You must be connected to the internet to log into Vault Station Manager.
3. On the Choose a Vault screen, you can scroll or use the search bar to find a Vault. Tap to select your desired Vault, then tap Next.
4. On the Choose a Station page, you can scroll or use the search bar to find a station. Tap to select the appropriate station, then tap Done. You can only associate one station with each tablet.
5. Tap to Confirm you want to associate the selected station with your device.
6. Vault Station Manager syncs with Vault to retrieve the latest document versions associated with the station you chose. See details about device syncing.

To confirm that Vault Station Manager synced successfully, ensure that:

• You don’t see a “Last Sync Failed” message
• You see the time of the last update

Domain Safelist

If you have an IT policy that requires safelisting domains, Station Manager must be able to connect to the following domains:

*.veevavault.com *.crashlytics.com *.fabric.io

Changing Languages

Station Manager supports the same languages that Vault supports. To change language on Station Manager:

1. Update the language on the device through the device settings.
2. In Vault, navigate to Admin > Users & Groups > Users and click into the User used to login to Station Manager.
3. Click Edit.
4. Scroll down to Settings and select a Language from the drop-down.
5. Click Save.

Device Syncing

Vault Station Manager automatically syncs with Vault every 15 minutes, or as soon as Wi-Fi is available after the device has been offline for more than 15 minutes, even if the application is in the background.

With each sync, Vault Station Manager:

• Updates metadata for existing documents.
• Downloads content and metadata for any new Steady state documents.
• Replaces content and metadata for any new versions of existing Steady state documents.
• Removes content and metadata for any documents now in a Superseded state.
• Removes content and metadata for any documents now in an Obsolete state.
• Sends activity tracking data to Vault.
• Updates the Last Successful Sync timestamp on the associated Station Device object record. Business Admins and IT Admins can leverage this field to set up a flash report that notifies them if there are any devices not successfully syncing with Vault.
• If the sync fails, Vault updates the Sync Details field on the Station Device object record with information about the most recent Vault sync for the device. Note that this functionality supports future releases of the Vault Station Manager mobile applications.
• Unregisters the device if the associated Station Device object record is not found, or if its state has been changed to Removed.
• Updates operating system and version information in the Operating System and Application Version fields on Station Device object records.

Vault Station Manager only syncs content and metadata for document versions associated with the current Station. Station Manager downloads and displays the viewable rendition (viewable_rendition__v) for traditional documents, and the video rendition (video_rendition__v) for videos. Video display is only available on Station Manager for iOS.

Activity Tracking

Station Manager tracks and stores data when a user views a document, and it sends this data to Vault during a sync. If the Station User logged into the device has the correct permissions, Vault creates a Station Manager Activity high volume object record for each document view including the date, time, and document, as well as the associated Station, Station Device, and Station Document records.

Once this occurs, a corresponding Document Usage object record is created with a Channel value of Station Manager and a Context value of the Station in which the activity originated. This allows users to report on activity data across Vault and Station Manager from a single object.

Vault Station Manager Settings

The application’s Settings appear on a locked page, typically accessible only by Site IT Admins who have the login credentials. To access Settings:

1. Tap the Settings icon () in the application’s upper-right corner.
2. Enter the same Vault username and password that was used to log into the device and tap Continue. If you enter an incorrect username, Station Manager will display a message with the associated Station Device record, which you can reference in Vault to find the correct username for this device.

From the Settings page, you can see the Vault and Station to which the application is currently associated, the associated Station Device record, and the Station Manager version number. From this page, you can switch stations, or log out of the application.

Switching Stations

You can switch stations to associate your tablet with a new station. Switching stations changes the associated Station Device record’s state to Removed, creates a new Station Device record in the Approved state, and erases all documents on your device associated with the previous station. To switch stations:

1. Tap Switch stations.
2. In the confirmation dialog, tap Continue.
3. Select a new Vault and station.
4. Tap Confirm to confirm that you want to delete all document versions and metadata associated with the current station and associate the newly-selected station with your device.

Vault Station Manager Version Enforcement

When a new version of Vault Station Manager is released, the mobile application starts populating the Days Left to Upgrade field on Station Device records for devices which have not yet been updated to the new version. The value reduces each day until it reaches zero (0). We recommend configuring a flash report on this field to notify you when devices need to be updated. When the mobile application is two versions behind the current version, you will no longer be allowed to log in.

Supported Devices & Operating Systems

Vault Station Manager is available for Android and iOS. See Vault Client Application Release Schedule & Support Model for device and version support information.

Operating system and version information is stored in the Operating System and Application Version fields on Station Device object records on each sync. Business Admins and IT Admins use this field to track which version of the Station Manager mobile application is in use on the manufacturing floor so they can ensure their devices are always on the latest supported version of Station Manager.

Document Storage & Encryption

Station Manager documents are stored locally within the application’s data and are encrypted. Documents cannot be retrieved by a third party from the application.

Enterprise Mobility Management

We recommend configuring Station Manager for your organization using Enterprise Mobility Management (EMM) software, such as MobileIron or VMware Workspace ONE. Certain Station Manager features, such as warning mode, are only configurable via your EMM software.

Related Permissions

You must have the following permissions to set up the Vault Station Manager application:

Type	Permission	Controls
Security Profile	Station Manager: Enable	Ability to use the Station Manager mobile application. Without this permission for a given Vault, users will see an error when attempting to login to Station Manager.
Security Profile	Station Manager: Enable Direct Installation	If enabled, users can use Station Manager after installing it directly from the public application store or APK file. If this is disabled, users can only use Station Manager when it is provisioned to them from their company's Enterprise Mobility Management (EMM) provider. We recommend only enabling this permission for testing or demonstration purposes, not for production use.
Security Profile	Application: API: Access API, Metadata API	Ability to communicate with Vault and load relevant documents.
Security Profile	Application: Document: Download Rendition	Ability for Vault to populate the Vault Station Manager application with document renditions.
Security Profile	Object: Station: Read	Ability to retrieve Station information for use in the Vault Station Manager application.
Security Profile	Object: Station Document: Read	Ability to retrieve Station Document information for use in the Vault Station Manager application.
Security Profile	Object: Station Manager Category: Read	Ability to retrieve Station Manager Category information for use in document categorization for the Vault Station Manager application.
Security Profile	Objection: Station Document Categorization: Read	Ability to retrieve Station Manager Categorization information for use in document categorization for the Vault Station Manager application.
Security Profile	Object: Station Device: Read, Create, Edit, Delete	Ability to manage Station Device information in Vault.
Security Profile	Object: Station Device: Remove Station Device: Execute	Ability to unregister the associated Station Device record when logging out or switching Stations.
Security Profile	Object: Station Manager Activity: Create	Ability to create Station Manager Activity records from activity data after a sync.