Autodesk Vault 2011 Implementation Guide Part No.
© 2010 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose. Certain materials included in this publication are reprinted with the permission of the copyright holder. Trademarks The following are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and other countries: 3DEC (design/logo), 3December, 3December.
Contents Vault Fundamentals . . . . . . . . . . . . . . . . . . . . . 1 Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Book Organization . . . . Conventions Used In This Support . . . . . . . . . . Key Terms . . . . . . . . . Chapter 2 . . . . Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 .4 .4 .
Network License Manager . . . . . FLEXnet Configuration Tools . . . SAMreport-Lite . . . . . . . . . . Installation Requirements . . . . . . . . Operating System Requirements . Microsoft SQL Requirements . . . Hardware Requirements . . . . . . Other Requirements . . . . . . . . Chapter 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter 5 Install the Vault Client . . . . . . . . . . . . . . . . . . . . . . . 61 Data Management Client Requirements . . . . . . . . . . . . . . . . . 61 Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Add-in Integration . . . . . . . . . . . . . . . . . . . . . . . . . 63 Configure and Maintain Vault . . . . . . . . . . . . . . . 65 Chapter 6 Configure Basic Vault Options . . . . . . . . . . . . . . . . . . 67 Log In the First Time . . . . . . . . . .
Back Up Vault Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Windows Vista User Account Control . . . . . . . . . . . . . . . 100 Creating Tape Backups . . . . . . . . . . . . . . . . . . . . . . . 101 Restore Vaults from Back Ups . . . . . . . . . . . . . . . . . . . 102 Manage Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Delete Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Move File Stores . . . . . . . . . . . . . . . . . . . . . . . . . .
Vault Fundamentals 1
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Introduction 1 This book is intended to help users who have a basic understanding of Microsoft® Windows® to install and implement Autodesk® Vault successfully in a Microsoft Windows network environment. We assume that you understand Windows® navigation as well as installing and uninstalling software in a Windows environment. In the following chapters, we explain the best practices for implementing Autodesk® Vault, and the recommended methods for deploying the data management server.
Conventions Used In This Book The following are different formats used in this book to make the text easier to read and understand. Convention Example Files or Paths C:\Program Files\ World Wide Web Links www.autodesk.com Important Information NOTE Additional information Program or Script Code @ECHO OFF User Prompts User Name Support This book addresses the basic implementation of the Vault environment for most systems.
Term Definition Clients Applications that access the Autodesk data management server. These include stand alone applications such as Autodesk Vault Explorer and integrated application addins such as Autodesk Vault for Inventor, or Autodesk Vault for Microsoft® Office. Data management A means to organize and track files and design modifications through the design process. Autodesk Vault Explorer The standalone client for Autodesk Vault used to organize information in the vault.
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Understand Autodesk Vault 2 This chapter explains the underlying Vault architecture and provides information essential for implementing Vault successfully. Vault Architecture Three primary components make up the Vault server; a web server, a database, and a file store. The following figure illustrates the basic configuration of the components.
Web Server Autodesk® data management server requires Windows Intnet Information Services (IIS) to be installed. NOTE If IIS is not installed on the computer that hosts the server, and you require more than a single-user installation, install IIS before you install Autodesk Vault server. NOTE The original Microsoft® Windows® installation media might be necessary to complete the IIS installation.
Database Server The database server tracks all the relationships between data. It acts like a library card catalog, containing indexes and pointers of where to find related information. By default, the Autodesk data management server installs Microsoft® SQL Server 2008 SP1 Express. Microsoft SQL Server 2008 SP1 Express can be upgraded any time after the Autodesk data management server components are installed.
to synchronize design data among distributed workgroups, extending the reach of the digital model to the entire project team. Vault Professional Vault Professional , previously known as Autodesk® Vault Manufacturing, securely stores and manages engineering information, design data, and documents-shortening the design-to-build and manufacture process. It includes multisite tools to connect workgroups across discrete locations, helping the entire design chain collaborate and share project information.
An example is the Inventor add-in. When data is added to a vault using the Inventor add-in, the add-in preserves all the complex relationships that are created by assemblies, drawings, presentations, and other files. Autodesk Vault Client The Vault Client is a general-purpose application for interacting with a vault on the Autodesk data management server.
Network License Manager The Network License Manager is used to configure and manage the license servers. When installing Vault server for Vault Workgroup, Collaboration, or Professional, the Installation wizard prompts you for information about the license manager, such as license server model and server name. FLEXnet Configuration Tools The Network License Manager uses FLEXnet® license management technology from Acresso Software.
of a SQL server is detected, or if you are not connecting to an existing remote SQL instance, Microsoft® SQL Server 2008 Express service pack 1is installed by default. When using SQL Express, Autodesk Vault server supports approximately ten simultaneous vault clients. Additional users can be supported using the full version of Microsoft SQL Server 2005 SP3or 2008 SP1. Purchase the full Microsoft SQL Server software separately from Microsoft® or a Microsoft reseller.
Operating System Service Pack 64 bit 32 bit IIS Windows® 7 Enterprise • • • Windows® 7 Business • • • Operating System Service Pack 64 bit 32 bit IIS Windows server™ 2003 Server Standard SP2 • • • Windows server™ 2003 Server Standard R2 SP2 • • • Windows server™ 2003 Enterprise SP2 • • • Windows server™ 2003 Enterprise R2 SP2 • • • Windows server™ 2003 Small Business Edition SP2 • • Windows server™ 2003 Small Business Edition R2 SP2 • • Windows server™ 2008 Serv
Microsoft SQL Requirements Vault 2010 installed Microsoft SQL 2005 Express. The minimum requirement for Vault 2011 is Microsoft SQL 2005 Express service pack 3. Service pack 3for SQL 2005 must be applied before install Vault 2011.
Recommended Disk Space Memory Processor 4 GB 2 GB Intel Pentium 4, Intel Xeon AMD Athlon 64 / Opteron, 2.0GHz Disk Space Memory Processor 100 GB 2 GB Vault Server Requirements Minimum Intel® Pentium® 4, Intel® Xeon® AMD Athlon® 64 / Opteron, 2.0GHz Recommended 200 GB 4 GB Intel Pentium 4, Intel Xeon AMD Athlon 64 / Opteron, 3.
■ We recommend settings that allow Microsoft Windows to manage virtual memory as needed. Keep at least twice as much free hard disk space as system memory.
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Plan the Vault Environment 3 A Vault implementation can be as simple as installing all components on a single computer, or as complex as installing components on several computers in different locations. The more complex the Implementation, the more information there is to consider. This chapter provides an outline of information to consider to make the best decisions for your Vault Implementation. Information Check List When Implementing Vault, consider: ■ Number of users. ■ The number of servers.
Number of Users Knowing the number of users helps prevent access problems and slow response times. For example, if you have more then ten concurrent users, use Windows® Server 2003 or 2008. For more than 25 user, consider upgrading to the full standard edition or enterprise edition of SQL. Microsoft SQL express allows only 25 concurrent connections. When implementing Vault for a single user, you can load all the components on a single computer.
system protection software can include firewalls. Check these tools for the existence of firewalls. Applications on Servers Vault can be processor intensive. Loading the Vault Server on a server with other processor intensive applications can cause Vault to run slower than expected. Microsoft SQL Version Vault 2011 requires a minimum of Microsoft SQL 2005 Express service pack 3. If necessary, upgrade your previous version of Vault with 2005 Express to service pack 3.
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Install Vault 23
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Build the Vault Environment 4 This chapter discusses installing the Vault server on several different operating systems. Options for Installing Vault If you are installing the server components for Vault Workgroup, Collaboration, or Professional, you have several options. Vault Collaboration and Professional supports Multi-Site replication with a central remote database. Vault Collaboration and Vault Professional also allow a single site to implement Vault with a dedicated database server.
If you are installing Vault server and not Vault Workgroup, collaboration or Professional server, you do not install or configure the network licensing manager. NOTE The license server does not have to be the same server as the Vault server. If a different server is used, choose the configure button when installing the Vault server to select the server to use as the license manager. How to Install the Network License Manager The Network License Manager is used to configure and manage the license servers.
6 On the Configuration Complete page, click Configuration Complete to return to the confirmation page. 7 On the Review - Configure - Install page, click Install. 8 When the Installation Complete page displays, click Finish. Configure a License Server You configure a license server so that you can manage the Autodesk product licenses you received when you ran the Network License Activation utility. Configure the license server with the lmtools.exe utility.
By default, this daemon is installed in the C:\Program Files\Autodesk Network License Manager folder. 6 In the Path to the License File box, enter the path to your license file, or click Browse to locate the file. This path is to the license file obtained by the Network License Activation utility or the location where you placed the license file if you obtained it offline. 7 In the Path to the Debug Log File box, enter a path to create a debug log, or click Browse to locate an existing log file.
Install Vault Server This section gives step by step instructions for setting up the Vault server on Windows XP, Windows Vista, Windows 7, Windows Server 2003, and Windows Server 2008. NOTE ASP .NET v2.0 (32-bit) must be installed and configured properly to use Vault server on a 64-bit Windows operating system. Refer to TS1078626 Pre-Install Microsoft SQL If it is unable to find an installed version of Microsoft SQL, Autodesk Vault Server installs the Microsoft SQL 2008 Express service pack 1.
In the Service Account dialog box, specify the Local System account. Or, if you plan to perform backups and restores to remote locations, specify a Domain User account for the SQL Server. 6 In the Authentication Mode dialog box, select Mixed Mode authentication and set the SA password. The default password used in during a default installation is “AutodeskVault@26200”. Set Up Remote SQL Vault Collaboraition or Professional allow the Vault environment to be configured to use a remote SQL database.
4 Close SQL Server Configuration Manager. 5 On the computer on which SQL is installed, click Start ➤ Programs ➤ Microsoft SQL Server 2005 ➤ Configuration Tools ➤ SQL Server Surface Area Configuration. 6 In the SQL Server Surface Area Configuration dialog box, select Surface Area Configuration for Services and Connections. 7 In the Surface Area Configuration for Services and Connections dialog box, expand AUTODESKVAULT ➤ Database Engine and then select Remote Connections.
8 Click OK. 9 From the Windows® Start menu, select Settings ➤ Control Panel. 10 In the Control Panel, double-click Administrative Tools. 11 In the Administrative Tools window, double-click Computer Management. 12 In the Computer Management window, expand Services and Applications and then select Services. 13 Locate the SQL Server (AUTODESKVAULT) service. Right-click the service and then select Restart.
14 Locate the SQL Sever Browser service. Right-click the service and then select Properties. 15 In the SQL Server Browser Properties (Local Computer) dialog box, change the startup type to be Automatic and then click OK. 16 Right-click SQL Server Browser and then select Start. Create Shared Network Folders In a multi-site environment, one site can host the AUTODESKVAULT SQL instance. The additional sites access that SQL instance remotely, or all sites can access the same SQL instance remotely.
Both the user account under which the Autodesk Vault server is running as well as the user account under which the SQL instance is operating need full access to the shared network folder. 1 Choose a network location and create a folder. 2 Right-click the new folder and then select Sharing and Security. 3 In the Properties dialog box, click Share this folder. 4 Enter a name for the shared folder. 5 In the Comment field, enter Shared network folder for Autodesk Vault. 6 Click Permissions.
10 In the Permissions dialog box, click OK. 11 In the Properties dialog box, click OK. Windows XP This section explains the recommended steps to install the Autodesk Vault server on a Windows XP workstation. The installation can be summarized in four major steps. 1 Choose the data management server hardware. 2 Load Internet Information Services (IIS) 3 Configure Windows XP Firewall 4 Run the data management server installation.
3 On the left side of the Add or Remove Programs dialog box, select the option to Add/Remove Windows Components 4 Check Internet Information Services (IIS) and click the Next button. You can possibly be prompted for your Windows XP CD. NOTE If IIS is installed and is not being used for any application uninstalling IIS and reinstalling it ensures that the default settings are set Now that IIS is installed, configure the firewall that is built into Windows XP.
5 In the Add a Port dialog box, Enter the following information.
6 Click OK NOTE If you are not running Windows XP Firewall you can skip this step. Once the firewall is configured to allow Vault to communicate properly, run the installation from the Autodesk Vault server media. 1 Insert the Installation media and double-click the setup.exe 2 Choose Install Products. 3 Choose Autodesk Vault 2011 (Server). 4 Accept the License Agreement. 5 Fill in your user information. 6 The configuration screen allows you to change the location of the SQL installation.
Windows Vista This section explains the recommended steps to install the Autodesk Vault server on a Windows Vista workstation. The installation can be summarized in four major steps. 1 Choose the data management server hardware. 2 Load and configure Internet Information Services (IIS). 3 Configure Windows Vista Firewall. 4 Run the data management server installation. What You Need You need the following items before you start.
6 Turn on the check box for IIS Metabase and IIS 6 configuration compatibility. 7 Expand Internet Information Services ➤ World Wide Web Services ➤ Application Development Features. 8 Turn on the check box for ASP .NET. Three other settings are automatically turned on: .NET Extensibility, ISAPI Extensions, and ISAPI Filters NOTE If IIS is installed and is not being used for any application uninstalling IIS and reinstalling it ensures that the default settings are set.
NOTE If you are not running Windows Vista Firewall you can skip this section. 1 On the Windows Start menu, select Programs ➤ Control Panel. 2 On the Control Panel, double click Windows Firewall. 3 If the Firewall strip says that ”Windows Firewall is helping to protect your computer,” then click Change settings.
5 In the Add a Port dialog box, Enter the following information.
6 Click OK Once the firewall is configured to allow Vault to communicate properly, run the installation from the Autodesk Vault server media. 1 Insert the Installation media and double-click the setup.exe. 2 Choose Install Products. 3 Choose Autodesk Vault 2011 (Server). 4 Accept the License Agreement. 5 Fill in your user information. 6 The configuration screen allows you to change the location of the SQL installation.
Windows 7 This section explains the recommended steps to install the Autodesk Vault server on a Windows 7 workstation. The installation can be summarized in four major steps. 1 Choose the data management server hardware. 2 Load and configure Internet Information Services (IIS). 3 Configure Windows 7 Firewall. 4 Run the data management server installation. What You Need You need the following items before you start.
6 Turn on the check box for IIS Metabase and IIS 6 configuration compatibility. 7 Expand Internet Information Services ➤ World Wide Web Services ➤ Application Development Features. 8 Turn on the check box for ASP .NET. Three other settings are automatically turned on: .NET Extensibility, ISAPI Extensions, and ISAPI Filters NOTE If IIS is installed and is not being used for any application uninstalling IIS and reinstalling it ensures that the default settings are set.
NOTE If you are not running Windows 7 Firewall you can skip this section. 1 On the Windows Start menu, select Control Panel. 2 On the Control Panel, double click Windows Firewall. 3 If the Firewall strip says that ”Windows Firewall is helping to protect your computer,” then click Advance settings on the left side of the Windows Firewall dialog box. 4 In the Windows Firewall with Advanxw security dialog box, click tInbound Rules, located in the left pane. 5 From the Action pulldown menu select New Rule.
7 Click Install 8 The installation performs a series of installation pre-checks. If your system does not pass the installation prechecks a dialog box displays failures and warnings. Use the installation help and information in Troubleshooting. Windows Server 2003 This section explains the recommended steps to install the Autodesk Vault server on a Windows server 2003. The installation can be summarized in three major steps. 1 Choose the data management server hardware.
Installation After choosing the data management server hardware. (see Hardware Requirements for recommended specifications), load Internet Information Services on this system 1 From the Windows Start menu, select Programs ➤ Control Panel ➤ Add or Remove Programs 2 On the left side of the Add or Remove Programs dialog box, select the option to Add/Remove Windows Components 3 Select and check Application Services and click the Details button 4 Check the ASP .NET option.
2 Choose Install Products. 3 Choose Autodesk Vault 2011 (Server). 4 Accept the License Agreement. 5 Fill in your user information. 6 The configuration screen allows you to change the location of the SQL installation. You can change the SQL database location, and the location for the Autodesk Vault server console application. NOTE recommend that you take the default locations unless you are setting up a remote site.
1 Choose the data management server hardware. 2 Load and configure Internet Information Services (IIS) 3 Configure Windows 2008 Firewall 4 Run the data management server installation. What You Need You need the following items before you start. ■ Autodesk Vault installation media ■ Windows Server 2008 installation media ■ Administrator rights to the computer your installing the data management server on. Installation After choosing the data management server hardware.
10 Turn on the check box for ASP .NET. Three other settings are automatically turned on: .NET Extensibility, ISAPI Extensions, and ISAPI Filters NOTE If IIS is installed and is not being used for any application uninstalling IIS and reinstalling it ensures that the default settings are set Now that IIS is installed you can configure the firewall that is built into Windows Server 2008, if necessary.
4 In the Windows Firewall dialog box, click the Exceptions tab, and then click Add Port 52 | Chapter 4 Build the Vault Environment
5 In the Add a Port dialog box, enter the following information.
6 Click OK NOTE If you are not running Windows 2008 Firewall you can skip this step. Once the firewall is configured to allow Vault to communicate properly, run the installation from the Autodesk Vault server media. 1 Insert the Installation media and double-click the setup.exe 2 Choose Install Products. 3 Choose Autodesk Vault 2011 (Server). 4 Accept the License Agreement. 5 Fill in your user information. 6 The configuration screen allows you to change the location of the SQL installation.
Upgrading Vault Server One of the first steps to a successful deployment is to assess the needs of your your organization and the ability to move to the next version. This section provides information on some of the major areas to consider before moving to a new release. Testing After assessing the hardware and software, determine whether you need a test environment.
determine compatibility with other applications and environment settings that your company uses. Test Machine Settings Benefits Similar CPU, memory, disk space Provides an estimate of how long the migration can take. Gives insight into migration settings, such as time-out values to be changed. Shows other configuration settings that can require changes. Database Test machines that need access to a vault that is 2 GB or more also need a similar version of full Microsoft® SQL server installed.
2 Test the backup by restoring it to another computer. 3 If you have not upgraded your MS SQL database you need to make sure that the MS SQL is upgraded to 2005 SP3 or 2008 SP1. 4 Run the Vault server 2011 installation and allow it to upgrade your existing Vault server. If you are running the Autodesk Vault server 2008, remove the data management server components before installing the Vault server 2011. These steps are required to remove Autodesk Vault server 2008.
■ Remove previous versions of the Autodesk data management server and clients. See Install Vault Server on page 29 for instructions on installing the server During the installation, any existing databases and file stores are detected. You are prompted to migrate the data following the installation. NOTE Vaults from Autodesk Vault server versions 1.0 and 1.3 cannot be migrated.
Method One 1 Open a command prompt and navigate to the directory where the full version of SQL setup is located. 2 Enter “setup.exe SKUUPGRADE=1” (case sensitive). 3 Start the upgrade and select the AutodeskVault instance. 4 After the upgrade is complete, apply the latest SQL service pack since this upgrade actually does not have on and it is not transferred from SQL Express. Method Two 1 Create a full backup of your vault using the server console. NOTE In later steps, you delete all your vault databases.
5 Delete the SQL Express folders from Program Files (including data files). If your Vault databases are located on a different drive, be sure to delete the files in this location as well. 6 Install the full version of SQL with an AUTODESKVAULT instance as in the "Install MS SQL Server Prior to Installing ADMS 2008" section. 7 Install Microsoft SQL 2005 SP3 or Microsoft SQL 2008 SP1. 8 Restore the backup that you created in step one using ADMS Console.
Install the Vault Client 5 The Autodesk® Vault clients include the integrated add-ins for applications such as Autodesk Inventor® and AutoCAD®, and the stand-alone Vault clients. Add-in clients are available for Autodesk® and non Autodesk design applications. Once the Autodesk data management server is installed, the clients can be installed.
■ Windows 7 Professional (32-bit and 64-bit) ■ Windows 7 Enterprise (32-bit and 64-bit) Recommended Hardware ■ Intel®Pentium® 4, Intel®Xeon®, ADM Athlon™ 2 GHz ■ 2-Gb memory or higher ■ 4-Gb disk space Before installing ■ Close all Autodesk and Microsoft applications before installation. ■ Disable any virus scanning software before installing. ■ Previous versions of clients are not compatible with Autodesk Vault server 2011.
Install the clients for an Autodesk design application ■ Insert the installation media for the Autodesk design application and follow the instructions for the installation wizard. Install the clients for a non-Autodesk design application ■ Insert the installation media for the application and follow the instructions to install the software. Install clients from the Autodesk Vault 2011 Media 1 Insert the Autodesk Vault 2011 media. 2 Double-click setup.exe.
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Configure and Maintain Vault 65
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Configure Basic Vault Options 6 This chapter describes the basic options you configure to allow users to begin using Vault. Log In the First Time When Autodesk Vault server is installed, a vault and a user account are created. The name of the vault is “Vault”. The account name is “administrator”. No password is assigned to the account and the name is not case sensitive. The administrator account has full administrator privileges.
Server The name of the computer on which the vault server is installed. Database The name of a vault database located on the specified server. The default is “Vault”. Click the browse button to select from a list of available databases on the server. A default user ID, vault server, and database are set up for you to get started using the vault. If a user account is already created for you, use your own account information.
4 Click LAN Settings. 5 If the "Use a proxy server for your LAN" check box is enabled, turn on the “Bypass proxy server for local addresses” check box. 6 Click the Advanced button next to the Port field. 7 In the Proxy Setting dialog box, add the server name and IP address into the Exceptions field. 8 Click OK. 9 Click OK. 10 Click OK to close Internet Options. All addresses without a period, for example: http://webserver, bypass the proxy and resolve directly.
1 In either the Vault client or server console Click Tools ➤ Administration. 2 In the Administration dialog box, click the Security tab and then click Users. 3 In the User Management dialog box, click New User.
4 In the New User dialog box, enter the information for the new user: ■ First name ■ Last name ■ User name ■ Email address Add or Edit User Accounts | 71
5 Enter a password and confirm it. 6 Click Roles and assign one or more roles to the account. Roles determine the level of access to the vault. 7 Click Vaults and select one or more vaults for the account to access. 8 Select the Enable User check box. Until the account is enabled, it is not available for use and cannot access the vault. Repeat this process for each new user account needed. Each new user is granted access to the selected vaults on the server.
4 Click Roles to edit the user roles. 5 Click Vaults to edit the user access to vaults. 6 Click OK. NOTE Each user logs into the vault with a unique user name and password. Restrict access to the administrator account to only the assigned vault administrator. Assigning Roles to User Accounts 1 Select Tools ➤ Administration. 2 In the Administration dialog box, click Users. 3 To assign roles to a user for the first time, click New User. 4 In the New User dialog box, select Roles.
3 To grant a user access to one or more vaults for the first time, click New User. 4 In the New User dialog box, click Vaults. 5 In the Add Vaults dialog box, select one or more vaults, and then click OK. 6 To edit access to a vault, double-click a user profile in the User Management dialog box. 7 In the User Profile dialog box, click Vaults. 8 In the Add Vaults dialog box, select or cancel the selection of one or more vaults. Disable User Accounts 1 Select Tools ➤ Administration.
6 Add the users individually or by selecting another group to include.
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Configure Vault Workgroup 7 This section provides steps to configure several options that can be used with Vault Workgroup, Collaboration and Professional to control document revisions. Revision A revision is a collection of file versions rolled up into one object that is displayed to the user. After a revision is created, document edits are contained within that revision until a new revision is created. So as changes are made and committed to the system, the user sees no change to the revision label.
4 Select the Behaviors tab. 5 Click the Revisions button. The Revision Scheme Definitions dialog box opens with the three default options for revision schemes. The first revision scheme is configured to use the letters A through Z as the primary revision designator and numbers for all secondary and tertiary. For example, the first revision is marked as A, and the second is marked as B.
NOTE This option is applied to the state, not the name of the state itself. When a document is in a released state, a new version is created that is marked internally as released. Newer non-released versions can be created by moving the document to a different state without creating a revision. You can choose your life cycle definition using the following steps. 1 On the Start Menu, select All programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk Vault [Product Name]. 2 Log in to the Vault.
The third Lifecycle definition is the Long Lead Time Release process. This process supports the lifecycle states. 1 Work in progress 2 For Review 3 Pre-Release 4 Released 5 Quick Change 6 Obsolete Adding the Pre-Release lifecycle state allows users to track documents that must be released earlier for ordering materials with long delivery times. The fourth Lifecycle definition is the Simple Release process. This process supports the lifecycle states.
3 On the Tools Menu select Administration. 4 Select the Behaviors tab. 5 Click the Categories button. Rules Rules allow you to assign categories to files automatically. You can access the rules by following these steps: 1 On the Start Menu, select All programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk Vault [Product Name]. 2 Log in to the Vault. 3 On the Tools Menu, select Administration. 4 Select the Behaviors tab. 5 Click the Rules button.
Import a Configuration 1 From the Start Menu, select All Programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk Data Management Server Console. 2 On the left side of the Server Console select the Vault you want to apply the existing configuration. 3 From the Action pull down menu select Import Configuration. 4 Select the configuration file and select Open.
Configure Vault Collaboration and Vault Professional 8 In this chapter, we discuss configuring some of the Vault Collaboration and Vault Professional advance options. These options are not available in the base level of Vault or Vault Workgroup. Windows Authentication Windows Authentication allows an Administrator to use existing Active Directory domain user accounts. Windows Authentication also allows users to log in with their Windows credentials once the Administrator has imported their accounts.
7 Once the users accounts have been specified, click OK in the Select Users dialog box. The selected Active Directory domain user accounts are added to the User Management list. Set Up Multiple Site Environments Multiple remote sites can be configured to access the same vault data. A site is comprised of a dedicated Autodesk® Vault server and a file store. Each site accesses a shared AUTODESKVAULT SQL instance.
In these environments, users open data files such as AutoCAD® drawings Inventor Assemblies or Microsoft® Office documents from there local file Store. All metadata is read from and written to a central database so that users can open large files much faster than if they copy them across the Wide Area Network (WAN) NOTE Setting up the main site first and attempting to access the main set remotely can provide satisfactory performance for some users.
NOTE For more detailed information see Plan the Vault Environment on page 19 Pre-Install Checklist If you read the prededing information and decide to set up a multiple site environment, go through the following check list before you start.
4 Accept the license agreement and then click Next. 5 On the Review - Configure - Install page, select Autodesk Vault server 2011 from the drop-down list and then click Configure. 6 Select the Autodesk Vault server 2011 tab. 7 Select Use remote SQL. Enter the name of the server containing the SQL instance to which to connect or click Browse to locate the server on the network. NOTE Do not include \\ in front of the server name. A SQL instance named 'AUTODESKVAULT' must exist at the specified location.
1 On the Windows Start menu, select Programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk data management server console. 2 Log into the server console. 3 In the navigation pane, select Workgroups. 4 Select the Site you want to manage.
NOTE The Replication command synchronizes data only at the site at which it is initiated. Each site is responsible for its own replication. For more information on site replication see replication in the following section. Connected Workgroups Autodesk Vault Collaboration and Vault Professional allow the configuration of connected workgroups to impove the performance of Microsoft SQL for remote sites.
To allow sites to have their own database server to increase SQL performance, Autodesk Vault Collaboration uses connected workgroups. The following illustration shows a workgroup with two different sites connected to a second workgroup with a single site. Setting up Connected Workgroups The installation of a Connected Workgroup environment requires each component to be installed and configured in the correct order.
workgroups you can get more information on this topic in the Autodesk Vault Advance configuration Guide. 1 Install MS SQL 2 Configure a shared folder on the publisher. The security on this folder must allow access to what ever account is setup as the replication user account and the the AUTODESK VAULT user. 3 Install Vault server on the computer which will have all the information replicated from. This computer is known as the Publisher.
Configure Firewalls Before adding a workgroup be sure that the SQL server can communicate with the Vault server through the firewall. This can be done by allowing an exception for the SQL executables sqlbrowser.exe and sqlserver.exe. Configure Subscribers After the Publishing server is set up and configured the subscribing servers can be setup. When configuring the subscribing servers the publishing server will install the Vault server databases to the subscribing server over the network.
4 Enter a name for the new workgroup. 5 Enter the name of the computer with the new instance of SQL was installed. 6 Enter the User ID and Password for the network user setup to run replication. 7 Click OK After clicking OK a background process configures the remote SQL server as a subscriber and starts to replicate the KVM database from the publisher. Once the secondary server has completed its configuration, it will be added to the Workgroups tree in the console.
Enabling Vault Replication Once a Connected workgroup has been configured the last step is to enable which vaults are replicated . This can be configured using the Manage Replication tool. 1 Select the primary Workgroup. 2 In the right pane right-click the Vault to manage and select Manage Replication. 3 Select the workgroup from the "Not replicated" column, presses the >> button to add it to the Replicated column.
connected workgroup environment, rebuild the subscriber server and add it back to the connected workgroup environment. Autodesk Vault Collaboration or Vault Professional not only backs up the normal KVM and Vault databases but also the SQL master database, the msdb database, and the replication distribution database. The default name of the replication distribution database is AutodeskReplication.
■ Subscribers should be on the same version of Autodesk Vault Collaboration or Vault Professional. No data migration should be needed. ■ The backup should not be more than 14 days old. ■ Start each database server in single-user mode. ■ Restart the database server instance after each database is restored.
Data Management Server Maintenance 9 This chapter contains the procedures for Autodesk® data management server administration and management. About Autodesk Data Management Console A vault consists of three primary components: ■ The master database called KnowledgeVaultMaster ■ Vault database ■ File store KnowledgeVaultMaster is the master database for Autodesk® Vault server. Like the master database of SQL, KnowledgeVaultMaster is a separate database.
new vaults, and purging old data. The administration utilities in the server console are also available from the command line. You can use the command line with scripts to create custom schedules and automated maintenance tasks. NOTE A database consists of an .mdf file and an .ldf file. Keep these two files together for a vault to work correctly. Log into the server console with a vault account that has been assigned the Administrator role.
Develop a Backup Schedule. The next step is to automate the process. Two common methods are: ■ Use the Windows Task Scheduler. This process uses the backup tools included with the server console as part of a standard Windows batch file. ■ Include the backup as part of a tape backup set. This process uses a tape back up system to back up the vault directly or to use a method like the Windows Task Scheduler.
MKDIR "C:\Backup\Vault\A\" REM START THE BACKUP PROCESS (THIS IS ONE LINE OF TEXT) "C:\Program Files\Autodesk\Data Management Server 2009\ADMS Console\Connectivity.ADMSConsole.exe" -Obackup -B"C:\Backup\Vault\A" -VUadministrator -VP[YourPassword] -S 3 Change the name of the text file to Backup.bat to convert it to a batch file. NOTE When backing up a multi-site environment, back up locally on the primary server.
7 Locate the policy User Account Control: Run all administrators in Admin Approval Mode. Right-click the policy and the select Properties. 8 In the Properties dialog box, select Disable and then click OK. Creating Tape Backups There are different ways to use a tape backup system to back up a vault. We recommend integrating the Server Console backup tools into your tape backup plan. Many systems allow you to run a script before and after the tape job executes.
1 Run the following script before your tape backup job starts: @ECHO OFF REM THIS WILL STOP THE WEB SERVER AND "CYCLE" THE SQL SERVER REM PROVIDING THE BEST RESULTS FOR BACKING UP THE VAULT IISRESET /STOP NET STOP MSSQL$AUTODESKVAULT NET START MSSQL$AUTODESKVAULT REM START THE BACKUP PROCESS (THIS IS ONE LINE OF TEXT) “C:\Program Files\Autodesk\Data Management Server 2009\ADMS Console\Connectivity.ADMSConsole.exe" -o backup -B"C:\Backup\Vault\A" -VUadministrator -VP -S 2 Run the following script after your
5 Select whether to restore the database to the original location or to a different location. If you choose Select Restore Location, specify a target directory for the database. This selection is sometimes necessary when restoring data to a different machine that does not have the same drive letters or locations available. 6 Select whether to restore the file to the original location or to a different location. If you choose Select Restore Location, specify a target directory for the file store. 7 Click OK.
location. Or, click Select File Store Location to specify a new location and then click OK. NOTE The default path for the file store is C:\Documents and Settings\All Users\Application Data\Autodesk\VaultServer\FileStore. The default path for the file store on a Windows Visa system is C:\Program Data\Autodesk\VaultServer\FileStore. Delete Vaults Vaults that are no longer in use can be deleted. Before deleting any vault, back up the data. 1 In Autodesk Vault server console, click Vaults.
After the vault is detached, you can move the two corresponding files. The .mdf and .ldf files must be kept together. Attaching a vault reconnects the set of vault files that were moved to the database engine. NOTE After reattaching the database, the Autodesk Vault server user accounts must be edited to have access to the reattached vault. To avoid editing the user accounts, back up the database and restore it to a new location.
For more information on detaching and attaching vaults, see the Autodesk Vault Help. Also, visit the Autodesk Web site at www.autodesk.com, and search for support document TS81609. PurgeVault Data To help maintain drive space and to minimize file store size for better performance, you can purge old file versions and out-of-date information from the vault. You specify the conditions that must be met to keep a file version in the vault.
Re Index the Server Re indexing the server extracts the properties from all the files in the vault. Typically, this indexing process occurs when a file is first added to the vault or when an updated version is checked in. From time to time, re index the entire vault to: ■ Add new properties to the vault that were previously unknown to the system. ■ Remove unwanted properties from the vault that are no longer needed, in turn saving space in the SQL Sever database.
Full Content Indexing Full content indexing is the ability to index the actual file contents of many different document types. For example, reading simple text on a .dwg file or finding all occurrences of a word in Microsoft® Word documents. Enable Full Content Indexing By default, full content indexing is not enabled. Full content indexing can be enabled per vault on the Autodesk Vault server. 1 In the server console, select a vault from the navigation pane. 2 Select Actions ➤ Content Indexing Service.
NOTE The server console manages the Indexing Service under normal operation. Access the Windows Indexing Service 1 From the Windows Control Panel, double-click Administrative Tools. 2 In the Administrative Tools window, double-click Computer Management. 3 In the Computer Management dialog box, expand Services and Applications ➤ Indexing Service. Manage Content Center Libraries In addition to hosting vaults, Autodesk Vault server also hosts Content Center libraries.
Maintain Libraries in Server Console Use the server console to create, manage, and delete libraries. The console displays the list of Content Center libraries currently installed on the server. Using the Backup command, you can create a back-up of an existing library on the server. Select a library from the list to manage it. A Content Center library is contained within a SQL Server database. The database is comprised of a pair of files with the extensions MDF and LDF.
Attach Libraries Use Attach to make a Content Center library available on the server from a pair of existing .mdf and .ldf data files already on the computer. Attach a library 1 In the server console, select Libraries in the navigation pane. 2 Click Actions ➤ Attach Library. 3 Click the browse button, and locate the .mdf file you want to attach. The .ldf file is automatically attached. 4 In the Attach Library dialog box. 5 Click OK.
Export a library 1 In the server console navigation pane, select a library you want to export. 2 Click Actions ➤ Export Library. 3 In the Browse for Folder dialog box, specify the location you want to export the .mdf file to, and click OK. Import Libraries Import copies library files (a pair of MDF and LDF files) into the standard SQL Server data files directory. Then it performs an attach operation to register them with SQL Server and make them available as a Content Center Library.
Content Center Permissions If you require editing permissions for one or more Content Center libraries, you must have a Content Center Editor account set up for you in the data management server console. Accounts are not required for users who only need read-only access to the Content Center library. To create Content Center library user accounts in the data management server console 1 In server console, click Tools ➤ Administration. 2 In the Administration dialog box, click Users.
Learn to Use Autodesk Vault NOTE It is recommended that all users go through training from an Autodesk Authorized Training Center in addition to the following steps. As a first step to learning to use Autodesk Vault, refer to the tutorials that are included in with the Autodesk Vault Help. There is a tutorial for each of the design application add-ins. These tutorials are accessible from the respective Help menus in the design application. Search the Autodesk Knowledge Base: ■ Knowledge Base www.autodesk.
new vault is 100% independent of others, there is no risk that their learning process interferes with production data.
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Performance Enhancements A There are several ways to enhance the overall performance of Autodesk® Vault. Before proceeding, we recommend that you read Understand Autodesk Vault on page 7 in this guide. Key Terms Term Definition Performance Tuning Monitoring and analyzing the performance of a system and adjusting its configuration to obtain optimum performance. Operating System The software that the rest of the software depends on to make the computer functional.
Tune Server Performance There are a number of factors that can be tuned to get the optimal performance from Autodesk Vault server. By reviewing this section and tuning your configuration accordingly, you can get the most from your data management solution.
If the Commit Charge Total regularly exceeds the total amount of physical memory, it is likely that many of the programs and processes on the server are using the disk-based swap file excessively. Using the swap file is much slower than using physical memory. Windows uses the swap file for many tasks, so a small amount of swap file usage will not cause any problems. ■ If you suspect that your server has an inadequate amount of memory, check the Commit Charge Total value.
Initial memory usage by Autodesk Vault server. 1 IIS Web Server process (there may be many of these running). 2 Autodesk Vault server notification process. 3 Microsoft®SQL server process. 4 IIS main Web server process.
Memory usage after adding a large Inventor drawing and associated files. In general, SQL Server memory will grow over time. This is because the database server is using memory as fast cache buffers for frequently used queries. As other programs request memory on the server, SQL Server releases memory as needed. Similarly, the IIS worker process (w3wp.exe in Windows 2003 server) reserves memory for caching as well.
Disk fragmentation can also greatly affect Autodesk Vault server performance. Most Windows editions provide a disk tool that measures how the files on your computer are stored on disk. Running the disk defragmenter 1 Click Start ➤ All Programs ➤ Accessories ➤ System Tools ➤ Disk Defragmenter. 2 Choose a disk (volume) and click Analyze. Following analysis, a report appears.
3 Click the Defragment button.
Aggressive Anti-virus Programs Some types of Anti-virus programs scan data coming from the network and data being written to the file store. If your anti-virus software appears to be engaged for too long on vault operations, such as uploads, adjusting the scanner settings may help. There is, of course, a trade-off between security and performance. Because of this, performing some test cases and benchmarks on your own data and server is recommended.
Vault Client Performance There are a number of factors that can be tuned to get the optimal performance from the data management clients. Review this section and tune your configuration accordingly to get the most from your data management solution. Client Settings Certain settings within the client application can affect performance not only in the client, but in the Vault add-ins as well. Customize View command ■ This is a commonly used setting in the Productstream and Vault Explorer client programs.
Troubleshoot Learn how to use the Autodesk® Server Diagnostics Tool or the Autodesk online Knowledge Base to solve problems that might occur when installing or using Autodesk® data management server. Key Terms Key Terms Definition Autodesk Server Diagnostics Tool A program that can perform a series of checks to identify possible Autodesk Vault server problems and gather system information to help diagnose the problem. Autodesk Knowledge Base An online support for all Autodesk products.
When Checking, all the results of the diagnostic tests are displayed in a list indicating which of the checks have passed successfully, have generated a warning, or have failed. ■ If a warning is returned, click the link in the Warning list to get more information. ■ If any of the checks fail, click the link displayed under the Action Required list to learn more about the error.
Learn more about errors and corrections ■ In the Review Your Results list, click the error information under the Action Required list. It is linked to the corresponding pages of Autodesk Vault server installation help. View Diagnostic Log Files The diagnostic log file lists the name of each condition that is checked along with its information and test results. This includes the version of the operating system, the IIS information, the firewall, and any other related configuration information.
Error 404: File Not Found During the pre-checks of the data management server installation you receive the message “Error 404: File Not Found”. Solution This error may occur if the ASP.NET Web service Extension is not allowed to run in Internet Information Services (IIS). Follow the steps below to resolve the error. 1 Open the Internet Information Services Manager. 2 Expand the Web Services Extension Folder 3 From the right pane, select ASP .NET v2.0.50727. 4 Select the ASP .
Error: ASPX file failed to run... During the pre-checks of the data management server installation you receive the message “ASPX failed to run at URL:’http://localhost/TestASPNet.aspx’”. This error may be caused if .NET 2.0 is installed prior to installing Internet Information Services (IIS) and ASP >NET account does not have the proper permissions on the IIS Metabase: Solution 1 Open a Windows® command prompt and navigate to the %systemroot%\microsoft.net\framework\2.0.50727\ directory.
To repair these files 1 Using Windows Internet Explorer®, browse to C:\WINDOWS\system32 2 Rename the perfc009.dat and perfh009.dat files to perfc009.dat.OLD and perfh009.dat.OLD, respectively. 3 Click Start (Windows) ➤ Run. 4 In the Run dialog box, enter lodctr /r:PerfStringBackup.ini. 5 Export a copy of HKEY_LOCAL_MACHINE\Software\Microsoft\Windows NT\Current Version\Perflib\009 from the system registry of a working computer and transfer it to your computer.
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Index A Autodesk data management server 4 before upgrading to version 2009 56 hardware requrements 15 installing 13 managing 103 Web servers supported 8 Autodesk Productstream, integrating add-ins 63 Autodesk server console 98 Autodesk Vault Explorer 11 Autodesk Vault Server 7 L license servers configuring 27 licenses license servers 27 M Microsoft Windows configuring license servers C N clients, installing 61–62 configuring license servers 27 Content Center libraries accessing 11 attaching, detaching
clients 5, 10, 62 components 97 creating 98 creating, deleting 103 databases 97 managing user accounts 69, 72–73 master databases 97, 104 migrating 56 134 | Index purging data 106 W Web services 5 Windows configuring license servers 27
