Autodesk 46304-050008-1600A - Vault R4 Essentials Aotc Implementation Manual Download Page 22

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Processor

Memory

Disk Space

Intel Pentium 4, Intel Xeon AMD Ath-
lon 64 / Opteron, 2.0GHz

2 GB

4 GB

Recommended

Vault Server Requirements

Processor

Memory

Disk Space

Intel

Pentium

4, Intel

Xeon

AMD

Athlon

64 / Opteron, 2.0GHz

2 GB

100 GB

Minimum

Intel Pentium 4, Intel Xeon AMD Ath-
lon 64 / Opteron, 3.0GHz

4 GB

200 GB

Recommended

Vault Server Replication Requirements (Vault Server and SQL Server)

Processor

Memory

Disk Space

Intel

Pentium

4, Intel

Xeon

AMD

Athlon

64 / Opteron, 3.0GHz

4 GB

300 GB

Minimum

Intel Pentium 4, Intel Xeon AMD Ath-
lon 64 / Opteron, 3.0GHz

8 GB

500 GB

Recommended

Vault Server Replication Requirements (Vault Server only)

Processor

Memory

Disk Space

Intel

Pentium

4, Intel

Xeon

AMD

Athlon

64 / Opteron, 3.0GHz

2 GB

150 GB

Minimum

Intel Pentium 4, Intel Xeon AMD Ath-
lon 64 / Opteron, 3.0GHz

3 GB

300 GB

Recommended

Other Requirements

■

A DVD drive is required, to install off of disk.

■

Operating Systems installation media.

■

Internet connection for Web downloads and Subscription Aware access.

■

Microsoft Internet Explorer

6 SP1 or later.

16 | Chapter 2 Understand Autodesk Vault

Summary of Contents for 46304-050008-1600A - Vault R4 Essentials Aotc

Page 1: ...Autodesk Vault 2011 Implementation Guide January 2009 Part No 569B1 050001 PM01A ...

Page 2: ...e Design Team Face Robot FBX Fempro Fire Flame Flare Flint FMDesktop Freewheel GDX Driver Green Building Studio Heads up Design Heidi HumanIK IDEA Server i drop ImageModeler iMOUT Incinerator Inferno Inventor Inventor LT Kaydara Kaydara design logo Kynapse Kynogon LandXplorer Lustre MatchMover Maya Mechanical Desktop Moldflow Moonbox MotionBuilder Movimento MPA MPA design logo Moldflow Plastics Ad...

Page 3: ...tand Autodesk Vault 7 Vault Architecture 7 Web Server 8 Database Server 9 File Store 9 Vault Workgroup 9 Vault Collaboration 9 Vault Professional 10 How Vault Works 10 Autodesk Vault Clients 10 Autodesk Vault Client 11 Autodesk Vault Add ins for Design Applications 11 Microsoft Office Add in 11 Content Center 11 License Manager Components 11 iii ...

Page 4: ...ications on Servers 21 Microsoft SQL Version 21 Access Frequency 21 Network Speed 21 Install Vault 23 Chapter 4 Build the Vault Environment 25 Options for Installing Vault 25 Install FLEXnet for Vault 25 How to Install the Network License Manager 26 Configure a License Server 27 Install and Use SAMreport Lite Optional 28 Install Vault Server 29 Pre Install Microsoft SQL 29 Set Up Remote SQL 30 Win...

Page 5: ...vision 77 Choose the Revision Scheme 77 Create a New Revision Scheme 78 Lifecycles 78 Categories 80 Rules 81 Import and Export Configurations 81 Chapter 8 Configure Vault Collaboration and Vault Professional 83 Windows Authentication 83 Set Up Multiple Site Environments 84 What is a Multiple Site Environment 84 Is Multiple Site Environment Right for You 85 Pre Install Checklist 86 Install Vault Se...

Page 6: ...e Autodesk Vault 114 Get Training 114 Train Other Users 114 Appendix A Performance Enhancements 117 Tune Server Performance 118 Operating System 118 Server Memory 118 Disk Performance 121 Aggressive Anti virus Programs 124 CPU 124 Vault Client Performance 125 Client Settings 125 Memory 125 Disk Performance 125 Troubleshoot 126 Server Diagnostics Tool 126 View Diagnostic Log Files 128 Recheck Opera...

Page 7: ...Vault Fundamentals 1 ...

Page 8: ...2 ...

Page 9: ... are the most robust and easiest to maintain Use this guide as a starting point If your business needs demand it you can change the configuration later NOTE If you have any questions about this document contact your reseller to perform a professional implementation of the Autodesk data management server Book Organization The Autodesk Vault Implementation Guide is divide into three sections The fir...

Page 10: ...ost systems However there are possible combinations of different software and or hardware interactions not listed For more information visit the following sites www autodesk com vault www autodesk com discussiongroup vault www autodesk com vault support www autodesk com vault whitepapers If you are an Autodesk Subscription member you can log support requests through the subscription portal at www ...

Page 11: ...r do ing a full implementation of the Autodesk data management server Microsoft Internet Information Services IIS The logical combination of a vault database and a vault file store that contains all the Vault information managed by Autodesk Vault Each installation of Autodesk Vault can maintain several independent vaults A single client can connect to several differ ent vaults but not simultaneous...

Page 12: ...6 ...

Page 13: ...rchitecture 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 2 7 ...

Page 14: ...b services The interaction between the clients and the server resembles the way a web browser communicates with a site on the Internet The Web services use standard HTTP methods communicating over the Web server port 80 by default Microsoft IIS is required for multiple user configurations What Is a Proxy Server A proxy server forwards requests of client computers to other servers Some networks for...

Page 15: ...mation by securely organizing managing and tracking data in a central location Ease of administration enables workgroup control of data access and security and facilitates team based design across disciplines Because they can quickly manage their designs and track changes over time users gain productivity without disruption to their natural design workflows In addition Vault Workgroup delivers lif...

Page 16: ...environments means that Vault clients using non Autodesk design products can aggregate and manage design data throughout its lifecycle How Vault Works As the previous diagrams have shown each component can be configured to run on its own server When configuring a server for each component refer to the following workflow 1 Client checks out a file 2 Client sends a request for the file to the Vault ...

Page 17: ...re add ins available for Autodesk and non Autodesk design applications NOTE As a rule if an integrated client is available for a particular application managing files using that client minimizes loss of data such as the assembly relationships We recommend that you use integrated clients whenever possible Microsoft Office Add in The Microsoft Office add in performs basic vault functions on document...

Page 18: ...rmation about FLEXnet configuration tools see the Vault Network Licensing Guide SAMreport Lite While not part of the network installation a version of SAMreport called SAMreport Lite is available to help you track network license usage With SAMreport Lite technology from Acresso Software you can monitor client usage for Autodesk network licensed products SAMreport Lite generates usage reports in v...

Page 19: ...abase is detected during installation you are prompted to migrate the data once the installation is complete NOTE If a database is detected that is not compatible with the new version of Autodesk server you must remove it before the Autodesk server can be installed Operating System Requirements Autodesk Vault server supports both 32 bit and 64 bit operating systems All operating systems listed in ...

Page 20: ...P2 Windows server 2003 Small Business Edition SP2 Windows server 2003 Small Business Edition R2 SP2 Windows server 2008 Server Standard SP2 Windows server 2008 Server Enterprise Windows server 2008 Small Business Edition Windows server 2008 R2 Small Business Edition NOTE For Best performance on servers we recommend a dedicated member non domain controller server For data management client add ins ...

Page 21: ...ver 2005 Workgroup SP3 Microsof SQL Server 2005 Standard SP3 Microsof SQL Server 2005 Enterprise SP1 Microsof SQL Server 2008 Express5 SP1 Microsof SQL Server 2008 Standard SP1 Microsof SQL Server 2008 Enterprise Hardware Requirements The following are minimum recommended and preferred requirements for running Autodesk Vault server If possible meet the Recommended requirements Vault Client Require...

Page 22: ...tel Xeon AMD Athlon 64 Opteron 3 0GHz 4 GB 300 GB Minimum Intel Pentium 4 Intel Xeon AMD Ath lon 64 Opteron 3 0GHz 8 GB 500 GB Recommended Vault Server Replication Requirements Vault Server only Processor Memory Disk Space Intel Pentium 4 Intel Xeon AMD Athlon 64 Opteron 3 0GHz 2 GB 150 GB Minimum Intel Pentium 4 Intel Xeon AMD Ath lon 64 Opteron 3 0GHz 3 GB 300 GB Recommended Other Requirements A...

Page 23: ... 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 Other Requirements 17 ...

Page 24: ...18 ...

Page 25: ...our Vault Implementation Information Check List When Implementing Vault consider Number of users The number of servers The hardware specifications for all the servers The Operating Systems for all servers All firewalls installed on servers List of other applications running on all servers The version of Microsoft SQL is going to be used How frequently do users access information in the Vault The l...

Page 26: ...red system requirements see Hardware Requirements on page 15 Vault is more processor intensive than memory intensive like some other applications Avoid loading Vault components on servers that already have a high CPU usage Server Operating Systems Vault Server can be loaded on several different operating systems When deciding to use a non server operating system consider the limitations Windows XP...

Page 27: ...cts the server performance For example a Vault implementation with 50 users and one or two users checking out one or two files a day does not tax the server much Using the same configuration with 35 of users accessing the vault every 10 minutes Vault Server performance differs running at the non recommended requirements Network Speed All though network speed is commonly equated to latency you also...

Page 28: ...22 ...

Page 29: ...Install Vault 23 ...

Page 30: ...24 ...

Page 31: ...abase server NOTE For more information on Vault components see Understand Autodesk Vault on page 7 For more information on Vault environments see Plan the Vault Environment on page 19 Install FLEXnet for Vault NOTE If you are installing FLEXnet on Windows Vista Windows Server 2008 or Windows 7 IPv6 is enabled by default Refer to Autodesk TS1101507 for information on using the Autodesk License Mana...

Page 32: ...eement to proceed with the installation Choose your country or region click I Accept and then click Next NOTE If you do not agree to the terms of the license and want to terminate the installation click Cancel 4 On the Review Configure Install page review your product selection and the current settings If you do not want to change anything click Install If you want to change the install type or in...

Page 33: ...rver 2008 or Windows 7 Double click the LMTOOLS icon on the desktop 2 In the LMTOOLS program on the Service License File tab make sure the Configure Using Services option is active 3 Click the Config Services tab 4 In the Service Name list select the service name you want to use to manage licenses By default the service name is Flexlm Service 1 If FLEXnet is managing other software on your compute...

Page 34: ...ration under the service name you selected in step 4 Click Yes when prompted if you would like to save the settings to the service 11 Click the Start Stop Reread tab and do one of the following If a service has not yet been defined for Autodesk click Start Server to start the license server If a service for Autodesk is already defined and running click Re Read License File to refresh the Network L...

Page 35: ...Please be sure that you are able to perform the necessary reboots Also if you use a custom password for the SQL SA account specify this password during the installation of the Vault server Use the following steps to install Microsoft SQL with an Autodesk Vault Instance 1 Start the installation process for Microsoft SQL Server 2 The installation process installs any necessary prerequisites and begi...

Page 36: ...es on a dedicated server which a single site can use to increase performance Alternatively it can be used for a multi site replicated Vault environment Configure Microsoft SQL Server for Remote Access NOTE The following steps are detailed steps for setting up remote access on SQL 2005 Some steps may vary for SQL 2008 1 On the computer on which SQL is installed click Start Programs Microsoft SQL Se...

Page 37: ...onfiguration 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 Verify that Local and Remote Connections and Using TCP IP only are turned on Set Up Remote SQL 31 ...

Page 38: ...strative 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 32 Chapter 4 Build the Vault Environment ...

Page 39: ...L instance The additional sites access that SQL instance remotely or all sites can access the same SQL instance remotely Before configuring the additional sites to access the SQL instance a shared network folder must be created The shared network folder is required as a transition area between the SQL instance and the Autodesk Vault server The shared network folder can be located on any computer t...

Page 40: ...log 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 7 In the Permissions dialog box click Add Add the user account under which ADMS is running By default this account is a local administrator account on the ADMS server called Autodesk Vault 8 Add the Windows account under which the SQL Server...

Page 41: ...more users need access to the vault we recommended that you install the Autodesk Vault server on Windows Server 2003 or 2008 What You Need You need the following items before you start Autodesk Vault installation media Windows XP installation media Administrator rights to the computer your installing the data management server on Installation After choosing the data management server hardware see ...

Page 42: ...ion 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 1 From the Windows Start menu select Programs Control Panel 2 From the Control Panel double click Security Center 3 If the Firewall strip says on then click the firewall icon at the bottom of the dialog box 4 In the Windows Firewall dialo...

Page 43: ...5 In the Add a Port dialog box Enter the following information Name Vault Port 80 Ensure TCP is checked Windows XP 37 ...

Page 44: ... 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 We recommend that you take the default locations unless you are setting up a remote site For more information on Multi Site setups see Setting Up Multiple Site Environments 7 Click Install 8 The installation performs a series of...

Page 45: ...rator rights to the computer your installing the data management server on Installation After choosing the data management server hardware see Hardware Requirements for recommended specifications check the Internet Information Services settings on this system If IIS is not loaded the Vault server installation will install IIS 1 From the Windows Start menu select Control Panel 2 From the Control Pa...

Page 46: ...ically 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 If IIS is not installed you can allow the Vault server installer to perform this installation Now that IIS is installed configure the firewall that is built into Windows Vista if neces...

Page 47: ...enu 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 4 In the Windows Firewall dialog box click the Exceptions tab and then click Add Port Windows Vista 41 ...

Page 48: ...5 In the Add a Port dialog box Enter the following information Name Vault Port 80 Ensure TCP is checked 42 Chapter 4 Build the Vault Environment ...

Page 49: ...he location of the SQL installation You can change the SQL database location and the location for the Autodesk Vault server console application NOTE We recommend that you take the default locations unless you are setting up a remote site For more information on Multi Site setups see Setting Up Multiple Site Environments 7 Click Install 8 The installation performs a series of installation pre check...

Page 50: ... the computer your installing the data management server on Installation After choosing the data management server hardware see Hardware Requirements for recommended specifications confirm Internet Information Services settings on this system If IIS is not loaded the Vault server installation will install IIS 1 From the Windows Start menu select Control Panel 2 From the Control Panel click Program...

Page 51: ...ings 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 If IIS is not installed you can allow the Vault server installer to perform this installation Now that IIS is installed configure the firewall that is built into Window...

Page 52: ... the listed profiles and click Next 10 In the Name dialog box enter the a name for this new rule To keep things simple you can call this new rule Vault Adding a description is optional 11 Click Finish 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 Choos...

Page 53: ...ps 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 2 Load Internet Information Services IIS and ASP NET 3 Run the data management server installation What You Need You need the following items before you start Autodesk Vault installation media Windows 2003 Server installation media Ad...

Page 54: ...ion Services and click the Details button 4 Check the ASP NET option This action causes the boxes for Enable network COM access and Internet Information Services to be checked as well 5 Next button You can possibly be prompted for your Windows server 2003 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...

Page 55: ... unless you are setting up a remote site For more information on Multi Site setups see Setting Up Multiple Site Environments 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 2008 This section e...

Page 56: ...fications load Internet Information Services on this system 1 On the Windows Start menu select Programs Control Panel 2 On the Control Panel double click Programs and Features 3 On the left side of the Programs and Features dialog box select the option to Turn Windows Features on or off 4 Select Roles in the left pane 5 In the right pane select Add Role Services 6 Check Internet Information Servic...

Page 57: ...g 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 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 Windows Firewall is helping to protect your computer then click Change settings Win...

Page 58: ...4 In the Windows Firewall dialog box click the Exceptions tab and then click Add Port 52 Chapter 4 Build the Vault Environment ...

Page 59: ...5 In the Add a Port dialog box enter the following information Name Vault Port 80 Ensure TCP is checked Windows Server 2008 53 ...

Page 60: ...n 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 We recommend that you take the default locations unless you are setting up a remote site For more information on Multi Site setups see Setting Up Multiple Site Environments 7 Click Install 8 The installation performs a series o...

Page 61: ...ons or determine that the data management system is critical to your business consider setting up a test environment before upgrading to the next release of Autodesk Vault or Autodesk Productstream NOTE Using a second test environment is a best practice Test Environment If possible perform a test upgrade of the Vault server on a machine that is like the one that is currently hosting the software A...

Page 62: ... on Other applications that are installed on the production server Compatibility testing Operating System Service Packs firewalls and so on Check for compatibility with Windows Domain policies login scripts permissions and other settings Microsoft Windows Administration set tings Migration The Autodesk Vault server console can migrate a vault from Vault 2009 and Vault 2010 to work with Autodesk Va...

Page 63: ...s Before uninstalling any components back up existing vault and library data Restore the backed up data on a test environment to verify that it can be successfully restored before proceeding NOTE Depending on your configuration you may not find some of the following components If they do not appear in the Windows Add or Remove Programs utility skip the item Autodesk Vault server 2008 or earlier Au...

Page 64: ...procedure to migrate any existing vault Migrate existing vault data 1 From the Windows Start menu select Programs Autodesk Autodesk Vault Autodesk Data Management Server Console 2011 2 The unmigrated vault is indicated with a yellow warning sign Select the non migrated vault 3 Select Actions Migrate 4 When the migration is done click OK Upgrade Microsoft SQL If your existing Microsoft SQL database...

Page 65: ... Do not continue if your test restore fails Correct any problems you have with the backup before continuing these steps 2 After the test restore is successful open the ADMS Console and delete all vaults and libraries listed Then select Detach Master Vault from the Tools menu 3 Make sure that all users are logged out of the vault 4 Completely uninstall SQL Express including the following applicatio...

Page 66: ...elete 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 60 Chapter 4 Build the Vault Environment ...

Page 67: ...ing Autodesk application Refer to the hardware and software requirements for each product The clients work with the Autodesk data management server The Autodesk data management server must be installed and configured before the clients can access the server NOTE The data management clients are not compatible with previous versions of Autodesk Vault server If you are upgrading to Autodesk Vault 201...

Page 68: ...ded screen resolution is 1024x768 or higher Large font settings in lower screen resolution settings can affect clarity of dialog boxes Client Installation The Autodesk data management clients are available with the product installation media as well as on the Autodesk Vault 2011 media The Autodesk Vault add in for Microsoft Office was shipped with your software It can be used with one or more of t...

Page 69: ...ients from the Autodesk Vault 2011 Media 1 Insert the Autodesk Vault 2011 media 2 Double click setup exe 3 Follow the instructions in the installation wizard Add in Integration If a design application is on the computer before the clients are installed the corresponding add in clients automatically integrate with the design applications However if an application is installed after the data managem...

Page 70: ...64 ...

Page 71: ...Configure and Maintain Vault 65 ...

Page 72: ...66 ...

Page 73: ...ministrator privileges NOTE If a user account is already created for you log in with your user name and password Log into Autodesk Data Management Server the first time 1 Use one of these methods On the Start menu click Programs Autodesk Autodesk Data Management Autodesk Vault On the Start menu click Programs Autodesk Autodesk Data Management Autodesk Vault Product Name In an application with an i...

Page 74: ...rmation The default values are User Name Administrator Password empty Server Name of the computer on which the vault server is installed Use localhost if the server is installed on the same machine as the client Database Vault 3 Click OK You are logged into the vault NOTE You have the option to save the account information to log into the vault automatically the next time Use Vault with a Proxy se...

Page 75: ...n a period If this situation happens configure the proxy server to use a host name Configure the proxy server to use a host name 1 Follow steps 1 5 from the previous section for changing the proxy settings in Internet Explorer 2 If the Address field is http webserver domainname com or http 10 0 0 1 then change it to http webserver only 3 Click OK and close Internet Explorer Options Manage User Acc...

Page 76: ...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 70 Chapter 6 Configure Basic Vault Options ...

Page 77: ...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 ...

Page 78: ...ble 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 Edit a user account 1 Double click a user profile in the User Management dialog box Or highlight a user profile and then click Edit User 2 In the User Profile dialog box edit the information for the current user 3 To edit the password ent...

Page 79: ...en click OK 6 To edit the role for an existing user double click a user profile in the User Management dialog box 7 In the User Profile dialog box click Roles 8 In the Add Roles dialog box select or cancel the selection of one or more roles 9 Select the Enabled check box Until the account is enabled it is not available for use and cannot access the vault 10 Click OK More than one role can be assig...

Page 80: ...rs 3 In the User Management dialog box double click a user profile to disable or highlight the user account and click Edit User 4 In the User Profile dialog box clear the check box for Enable User 5 Click OK Assign Users to Groups Groups allow the administrator to create a container to add or remove users from Rather than assigning several users permissions and roles the administrator can grant th...

Page 81: ...6 Add the users individually or by selecting another group to include Assign Users to Groups 75 ...

Page 82: ...76 ...

Page 83: ... revision label Once the revision objects have been created any revision can be downloaded or opened When a revision is downloaded only one version within that revision is used to represent the revision If life cycles For more information see Life Cycles are not used then that version is always the latest version within that revision Choose the Revision Scheme Vault Workgroup Collaboration and Pro...

Page 84: ...ision is 1 and the second is marked as 2 A secondary designation is marked as 1 1 The last default revision scheme is the Null scheme Use this scheme if you do not want to use document revisions with Vault Create a New Revision Scheme If necessary you can create your own scheme based on your company standards 1 On the Start Menu select All programs Autodesk Autodesk Data Management Autodesk Vault ...

Page 85: ...lect the Behaviors tab 5 Click the Lifecycles button In the Lifecycle Definition dialog box you see that Vault Workgroup Collaboration and Professional ships with five predefined lifecycle definitions The first Lifecycle definition is the Basic Release process This process supports the lifecycle states 1 Work in progress 2 For Review 3 Released 4 Obsolete The second Lifecycle definition is the Fle...

Page 86: ...ecycle definition can be used The last Lifecycle definition is the None definition which allows Vault to be used without Lifecycles Categories Category management provides a way to group properties logically Grouping by category provides a means for assigning a defined set of behaviors and rules to one or more files A category labels a file and also sets the defined behaviors that can be used on t...

Page 87: ... that anytime John checks in a file the Engineering category is assigned to it John can continue working without having to stop and assign the category to his documents Import and Export Configurations Once you have your Vault configured you can log into the Vault server console and save your configuration The configuration can be used when configuring a new Vault The following steps can be used t...

Page 88: ...ment 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 82 Chapter 7 Configure Vault Workgroup ...

Page 89: ...dministrator has imported their accounts To import an Active Directory Domain user account follow these steps 1 From the pull down menu select Tools Administration 2 In the Administration dialog box select the Security tab 3 Click Users 4 In the User Management dialog box select Actions Import Domain User 5 In the Select Users dialog box click Locations to specify the domain containing the Active ...

Page 90: ... Environment The multiple site environment allows users to design products across multiple locations as if all the users were in one location Autodesk Vault Collaborattion and Professional allow two different methods to accommodate this functionality The first method is to centralize the data base for all sites The database for Vault can sit on a separate server as illustrated here The second meth...

Page 91: ...rformance for some users We recommend that you set up the main site and expanding to a multiple site after Is Multiple Site Environment Right for You Setting up a multiple site environment is more complicated than a single server environment Consider several factors when deciding if you want to set up a multiple site environment Network reliability Network latency and Bandwidth between sites Shoul...

Page 92: ...er on Additional Sites After installing the remote SQL instance and setting up your main Vault server site install additional Vault sites The additional sites in the multi site environment must have the Vault Collaboration or Professional server installed and configured to access the SQL instance used by the first site The connection to the remote SQL instance is configured during the installation...

Page 93: ...ork and must be accessible by both the data management server and SQL The space requirement for the shared folder is equal to the total of all database files Choose a location with sufficient space and performance Enter the UNC path to the shared network folder or click Browse to locate the shared folder on the network NOTE Both the user account under which the Autodesk Vault server runs and the u...

Page 94: ...criptions of Sites 1 Select a site from the list 2 Right click the Description field for the site and then select Edit Description 3 In the Description dialog box enter a new description for the site and then click OK Replicate Data Replicating data at a site compares the local file store to the file store at each other site It retrieves any missing files from the other sites Once replicated a fil...

Page 95: ...ot have to spend time downloading large CAD files across their Wide Area Network WAN connection Before the added features of Connected Workgroups in Vault Collaboration and Vault Professional only the files were replicated The connected workgroup feature in Autodesk Vault Collaboration and Vault Professional supports the use of multiple database servers using Microsoft SQL Publisher Subscriber tec...

Page 96: ...gured in the correct order The following section summarizes the order and then explains the installation of each component in detail Configure the Publisher Autodesk Vault Collaboration or Vault Porfessional do not support connected workgroups on Microsoft SQL express The full version of Microsoft SQL must be installed with a database instance named AutodeskVault before installing the Vault server...

Page 97: ...stall Vault server on the computer which will have all the information replicated from This computer is known as the Publisher 4 After the Vault server has been installed start the Vault server console 5 Fill in the UNC path for the shared folder For example server share 6 Enter the User Id which should be the user account configured for replication and should have full access to the shared folder...

Page 98: ...g locations with slower network connections it is advantageous to configure the server at the same location as the publishe r and ship the server If shipping a subscribing server to a different location it should not be disconnected from the network for more than 14 days to allow a successful replication once reconnected to the network 1 Install the same version of SQL that was used on the publish...

Page 99: ... 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 NOTE Though the configuration is complete the replication may not be complete Verify the replication is complete before moving to the next step Once the publisher finishes installing the databases to the subscriber the Vault s...

Page 100: ...ight 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 4 Click OK Backup and Restore All backup and restore operations should be done from the publisher site If it becomes necessary to restore a subscriber remove that subscriber from the 94 Chapter 8 Configure Vault Collabor...

Page 101: ... and name of the distribution database are stored in the backupcontents xml file Backup The Vault server console should be used to create a back up of the Vault server at the publisher site A backup should be done whenever Changes are made to a workgroup A workgroup is added A workgroup is deleted A workgroup is renamed Restore To restore an Autodesk Vault Collaboration or Vault Professional envir...

Page 102: ...server in single user mode Restart the database server instance after each database is restored Restore the databases in the following order 1 Master 2 MSDB 3 AutodeskReplication 4 KVM 5 Vaults NOTE For more information on backup and restore procedures reguarding connected workgroups see the Autodesk Vault Advance Configuration Guide 96 Chapter 8 Configure Vault Collaboration and Vault Professiona...

Page 103: ...strative and configuration information for all the vault and library databases on the Autodesk Vault server The vault database stores information such as file names user names properties and file relationships The file store is a directory structure that contains the actual data files Autodesk Vault server console includes tools for maintaining databases and file stores NOTE Never directly move de...

Page 104: ...name and password for the vault administrator account 3 Click OK Perform Vault Maintenance Ensure that no users are connected to the vault or library before performing any maintenance Users are blocked from accessing the Autodesk Vault server during maintenance procedures Autodesk Vault Collaboration and Professional allow backups while users are connected Back Up Vault Data Backing up vault data ...

Page 105: ... plan With the server console command line options you can create a script to automate the backup process The following script is intended for a default Autodesk Vault server installation Edit the backup paths and installation paths as needed NOTE The following script is for performing full back ups ONLY For more command line options or to create a script for performing incremental back ups see th...

Page 106: ...to allow applications to run without prompting for administrator permission NOTE The following settings affect the entire computer All applications run without prompting for administrator approval 1 On the Windows Start menu select Run 2 In the Run dialog box enter secpol msc and then click OK 3 If you are prompted to allow the security policy application to run click Continue 4 In the Local Secur...

Page 107: ...d after the tape job executes To back up a vault using a tape backup system use the following scripts before and after the job runs NOTE We do not recommend using backup software to back up the SQL database and file store directly This method increases the difficulty of migrating to a new release of Autodesk Vault server or restoring a vault on a new machine In addition never back up the SQL Serve...

Page 108: ...lt A REM START THE WEB SERVER IISRESET START 3 Validate the Tape Backup To ensure that your backup set restores properly test both the backup and the backup procedures We recommend that you install the Autodesk Vault server on a separate computer Test a full restore of the data using the Restore command in Autodesk Vault server console Restore Vaults from Back Ups 1 Click Tools Restore 2 Restoring...

Page 109: ... with using Autodesk Productstream cannot be restored to an Autodesk Vault server installed with Autodesk Vault Manage Vaults A vault is created automatically when Autodesk Vault server is installed Typically use a single vault for holding all the design data for a design team since data and folder mappings cannot be shared across vaults However you can create additional vaults for Testing purpose...

Page 110: ...d that you keep all the Autodesk Vault server components on a single machine However the file store can be moved from its existing location to another location To move a file store to a location on a remote machine see Managing a Remote File Store in the Advanced Configuration Guide available in the online Vault Knowledge Base NOTE Use only the data management server console to move a file store A...

Page 111: ...main view 3 Click Actions Detach 4 You are prompted to confirm your actions Click Yes Detach the master vault 1 Ensure that no users are accessing the vault unless using Productstream 2 Click Tools Detach Master Vault 3 You are prompted to confirm your actions Click Yes NOTE Detach all other databases before detaching the master vault Attach a vault 1 Select the Vaults folder 2 Click Actions Attac...

Page 112: ...To remove a version linked to an item the item must first be deleted from the item master File versions that are labeled cannot be purged Locked files cannot be purged If a file to be purged is checked out an extra version is maintained Children with a dependent parent version cannot be purged until the parent version has been purged 1 Select a vault from the main view 2 Click Actions Purge 3 In t...

Page 113: ...ult and other exist with the operating system There are also many third party iFilters available for other file formats An Internet search for iFilter returns some of the filters that other software developers have published The iFilters that are included by default index the following file types AutoCAD dwg Autodesk Inventor Autodesk 3D Studio Max Microsoft Office Add New Properties When a new iF...

Page 114: ... using the Windows Indexing Service The Windows Indexing Service is enabled by default If the Windows Indexing Service installation is required 1 On the Windows Control Panel double click Add or Remove Programs 2 In the Add or Remove Programs dialog box click Add Remove Windows Components 3 In the Windows Components Wizard turn on the Indexing Services check box and then click Next 4 When the comp...

Page 115: ...nagement 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 Use the server console to perform Content Center Library administrator tasks For information on installing Content Center libraries refer to the Content Center Installation Guide available on the Autodesk Inven...

Page 116: ...ter library which can be configured for use in either a local or an Autodesk Inventor project that accesses the Content Center libraries from a central server Create a library 1 In the server console select the Libraries folder in the navigation pane 2 Click Actions Create Library 3 Enter a name for the new library 4 Select a library partition from the drop down list 5 Enter a name for the library...

Page 117: ...braries in the server console Detach does not delete its data files MDF and LDF from the server The data files can be reattached and made available at a later time using the Attach command They can also be manually copied to another location to be backed up or moved to another machine Detach a library 1 In the server console select Libraries in the navigation pane 2 Click Actions Detach Library 3 ...

Page 118: ... files from a third party supplier to the Content Center Library you are administrating Import a library 1 In the server console navigation pane select a library you want to import 2 Click Actions Import Library 3 In the Browse for Folder dialog box locate the mdf file you want to export and click OK Library Summary Highlight a library to display high level information about the library and its da...

Page 119: ...nt Center Editor to assign editing permissions 6 Click Vaults to assign the user to a vault Assign a user to a vault even if you are not using Autodesk Vault Explorer This assignment is required to log into the Autodesk Vault server in Autodesk Inventor to access the Content Center libraries 7 If needed click Groups to assign the user to a group optional 8 Click OK 9 In the User Management dialog ...

Page 120: ...sk customers and industry partners ask questions and share information about Autodesk products Discussion group topics are publicly available worldwide You are welcome to participate by posting questions or providing input or answers to questions from other users Get Training Be more productive with Autodesk software Get trained at an Autodesk Authorized Training Center ATC with hands on instructo...

Page 121: ...new vault is 100 independent of others there is no risk that their learning process interferes with production data Train Other Users 115 ...

Page 122: ...116 ...

Page 123: ...Cs this is Microsoft Win dows or the Mac OS Operating System It is a set of storage locations on the main circuit board of a PC Memory A utility included with the Windows operating system that co alesces files on the hard drive freeing up disk space Disk Defragmentation A program that searches for viruses and removes any virus that it finds Anti virus Program Existing between a client Web browser ...

Page 124: ...such as Windows XP Professional or multi purpose server operating systems such as Microsoft Windows Small Business Server 2008 Server Memory In order to determine whether the server has enough available memory some key factors must be considered the size of your data and the number of users concurrently accessing the Vault server If Productstream is used the number of users concurrently accessing ...

Page 125: ...vely 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 Clicking the Processes tab reveals more details on the memory usage of all programs or processes Server Memory 119 ...

Page 126: ...utodesk 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 120 Appendix A Performance Enhancements ...

Page 127: ...erver reserves memory for caching as well When the system starts running low on physical memory the operating system reclaims some of this memory In general unless you have a large site with many users or large models this will not need to be changed Disk Performance Using multiple disks generally enhances system performance There are many types of disk technologies available such as the Redundant...

Page 128: ...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 122 Appendix A Performance Enhancements ...

Page 129: ...3 Click the Defragment button Disk Performance 123 ...

Page 130: ...s 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 CPU Faster or multiple CPUs can improve vault performance but this is typically a more expensive option than the others and should mainly be considered after the other areas have been reviewed ...

Page 131: ...fields such as the thumbnail property may take a longer to display Enabling these settings only on an as needed basis can help to improve day to day performance Memory Add ins for design applications consume additional memory The amount of memory they consume is typically small But in certain circumstances it makes sense to review the memory usage on the client The most common problems occur when ...

Page 132: ...s and version data A text file generated by the Autodesk Server Diagnostics Tool containing import ant system configuration information Log file Server Diagnostics Tool The Autodesk Server Diagnostics Tool is a collection of tests that can help determine why a vault installation is not working properly Changes to the server machine configuration over time can interfere with the Autodesk Vault serv...

Page 133: ...r 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 3 When the diagnostics are complete click Close and then click Open Log Files to open the directory containing the log files Server Diagnostics Tool 127 ...

Page 134: ...s Temp Access the log files using one of the following methods In the Diagnostics Tool dialog box click Open Log File The EDMLog directory containing all the log files is opened Select a log file to open Once you run the diagnostic checks click View Log File to display the diagnostic log file Should it be necessary to seek assistance you can forward log files to your IT personnel or to Autodesk Te...

Page 135: ...ension Folder 3 From the right pane select ASP NET v2 0 50727 4 Select the ASP NET extension in the right pane 5 Click Allow 6 Restart the pre checks Error ASPX failed to run During the pre checks of the data management server installation you receive the message Error ASPX failed to run ASP NET filter is prohibited Solution 1 Open the Internet Information Services Manager 2 Expand the Web Service...

Page 136: ...ng Windows server 2003 enter aspnet_regiis exe ga computername Network Service 3 Enter IISRESET 4 Restart the pre checks Error 29001 Performance counter During the pre checks of the data management server installation you receive the message Error 29001 Performance counter installation error Input string was not a correct format Solution This error may occur when the installation attempts to add p...

Page 137: ...ey are the same as in the system registry of the working computer 7 Restart your computer ISAPI Filter error while running While running the data management server on the 64 bit version of Windows server 2003 you notice an Event ID 2274 error in the Event Viewer Application log indicating a problem with ISAPI filter Solution Refer to the following Microsoft Knowledge Base article http support micr...

Page 138: ...132 ...

Page 139: ... creating user accounts 113 creating deleting 110 displaying properties 112 exporting importing 111 maintaining 109 F file stores 9 97 I installation Network License Manager 26 SAMreport Lite 28 L license servers configuring 27 licenses license servers 27 M Microsoft Windows configuring license servers 27 N Network License Manager installing 26 R requirements for clients 61 S SAMreport Lite instal...

Page 140: ...62 components 97 creating 98 creating deleting 103 databases 97 managing user accounts 69 72 73 master databases 97 104 migrating 56 purging data 106 W Web services 5 Windows configuring license servers 27 134 Index ...

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