Page 1 Autodesk Vault 2011 Implementation Guide Part No. 569B1-050001-PM01A January 2009...
Page 2 © 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.
Page 3: Table Of Contents
......11 Autodesk Vault Add-ins for Design Applications ..11 Microsoft Office Add-in .
Page 4 Network License Manager ..... . 12 FLEXnet Configuration Tools ....12 SAMreport-Lite .
Page 5 Data Management Server Maintenance ... . . 97 About Autodesk Data Management Console ....97 Perform Vault Maintenance .
Page 6 ......113 Learn to Use Autodesk Vault ....114 Get Training .
Page 7: Vault Fundamentals
Vault Fundamentals...
Page 9: Introduction
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. Although these methods are not the only methods for deploying the software, they are the most robust and easiest to maintain.
Page 10: Conventions Used In This Book
/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.autodesk.com/subscriptionlogin. Key Terms Term Definition Data management server...
Page 11 Clients Applications that access the Autodesk data management server. These include stand alone applications such as Autodesk Vault Explorer and integrated application add- ins 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.
Page 13: Understand Autodesk Vault
Understand Autodesk Vault 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...
Page 14: Web Server
IIS installation. The Autodesk Vault server is actually a Web application that uses services to manage the communication between the clients and the server with Web services. The interaction between the clients and the server resembles the way a web browser communicates with a site on the Internet.
Page 15: Database Server
® 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. The SQL server can be upgraded to: Microsoft SQL Server 2008 SP1 Enterprise...
Page 16: Vault Professional
NOTE The option to configure remote SQL is only available with Vault Collaboration and Professional. Autodesk Vault Clients A vault client is any stand-alone application or integrated add-in that connects to the Autodesk data management server to access files and perform vault operations. 10 | Chapter 2 Understand Autodesk Vault...
Page 17: Autodesk Vault Client
Autodesk Vault Client The Vault Client is a general-purpose application for interacting with a vault on the Autodesk data management server. You can browse the complete vault structure, add any file to the vault, and perform most other file-based operations, depending on your level of permission.
Page 18: Network License Manager
SAMreport-Lite User's Guide. Installation Requirements ® Previous versions of Autodesk data management server installed Microsoft 2005 Express. Before installing the latest version of Vault, service pack 3 for Microsoft SQL 2005 Express will need to be installed. If no previous version...
Page 19: Operating System Requirements
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.
Page 20 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, the system requirements are that of the design application. 14 | Chapter 2 Understand Autodesk Vault...
Page 21: Microsoft Sql Requirements
Microsof SQL Server 2008 Express5 Microsof SQL Server 2008 Standard 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 Requirements Disk Space Memory Processor ®...
Page 22: Other Requirements
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...
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 25: Chapter 3 Plan The Vault Environment
Plan the Vault Environment 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.
Page 26: Number Of Users
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.
Page 27: Applications On Servers
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.
Page 29: Install Vault
Install Vault...
Page 31: Chapter 4 Build The Vault Environment
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 Manager with IPv6. Vault Workgroup, collaboration and Professional 2011 have a licensing feature.
Page 32: How To Install The Network License Manager
Install your Network License Manager 1 In the Autodesk Installation wizard, click Install Tools and Utilities. 2 On the Select the Products to Install page, select Autodesk Network License Manager and then click Next. 3 Review the Autodesk software license agreement for your country or region.
Page 33: Configure A License Server
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.
Page 34: Install And Use Samreport-Lite (Optional)
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 License Manager with any changes made to the license file or Options file.
Page 35: Install Vault Server
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. You can install...
Page 36: Set Up Remote Sql
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.
Page 37 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.
Page 38 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.
Page 39 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 that is accessible by both the data management server and SQL.
Page 40 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.
Page 41: Windows Xp
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.
Page 42 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.
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 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.
Page 45: Windows Vista
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).
Page 46 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.
Page 47 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,”...
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 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).
Page 50: Windows 7
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).
Page 51 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.
Page 52 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 Choose Install Products.
Page 53: Windows Server 2003
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.
Page 54 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 Once the IIS is configured, run the installation from the Autodesk Vault server media. 1 Insert the Installation media and double-click the setup.exe...
Page 55: Windows Server 2008
Use the installation help and information in Troubleshooting Windows Server 2008 This section explains the recommended steps to install the Autodesk Vault server on a Windows Server 2008. The installation can be summarized in four major steps. Windows Server 2008 | 49...
Page 56: What You Need
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.
Page 57 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.
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 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.
Page 61: Upgrading Vault Server
If you have unanswered questions, 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.
Page 62: Migration
The Autodesk Vault server console can migrate a vault from Vault 2009 and Vault 2010 to work with Autodesk Vault server 2011. If you currently have a vault database earlier than release 2009, migrate it first to release 2009 and then use the server console to migrate it to work with Autodesk Vault server 2010.
Page 63: Install Vault Server 2011
If they do not appear in the Windows Add or Remove Programs utility, skip the item. Autodesk Vault server 2008 or earlier Autodesk Vault 2008 or earlier (if the server and clients are on the same computer) Autodesk Office Add-in (if the server and clients are on the same computer) NOTE Do NOT uninstall the SQL instance AUTODESKVAULT.
Page 64: Upgrade Microsoft Sql
NOTE Vaults from Autodesk Vault server versions 1.0 and 1.3 cannot be migrated. A vault from Autodesk Vault server version 3 ,4, 5, 2008 must be migrated to either version 2009 or 2010 before being migrated to version 2011 or higher.
Page 65 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.
Page 66 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"...
Page 67: Install The Vault Client
NOTE The data management clients are not compatible with previous versions of Autodesk Vault server. If you are upgrading to Autodesk Vault 2011 , all server and client components must be upgraded. Operating Systems ®...
Page 68: Client Installation
® Microsoft Word 2003/2007 ® Excel 2003/2007 ® PowerPoint 2003/2007 NOTE To install the Autodesk Vault clients, you must have either Microsoft Windows administrator privileges or power user privileges. 62 | Chapter 5 Install the Vault Client...
Page 69: Add-In Integration
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.
Page 71: Configure And Maintain Vault
Configure and Maintain Vault...
Page 73: Configure Basic Vault Options
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.
Page 74: Use Vault With A Proxy Server
Use Vault with a Proxy server If a client machine connects to the Web server through a proxy server, all calls to the Autodesk Data Management Server from any Autodesk client fail. To have a successful Autodesk Client/Server communication, bypass the proxy server.
Page 75: Manage User Accounts
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.
Page 76 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. 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 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.
Page 79: Assigning Roles To User Accounts
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.
Page 80: Disable User Accounts
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 6 To edit access to a vault, double-click a user profile in the User Management dialog box.
Page 81 6 Add the users individually or by selecting another group to include. Assign Users to Groups | 75...
Page 83: Configure Vault Workgroup
To access these schemes, launch your Vault client. 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.
Page 84: Create A New Revision Scheme
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 Revisions button.
Page 85 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 Lifecycles button.
Page 86: Categories
Vault rules to assign default properties, revision schemes, and lifecycle definitions. 1 On the Start Menu, select All programs Autodesk Autodesk Data Management Autodesk Vault [Product Name]. 2 Log in to the Vault. 80 | Chapter 7 Configure Vault Workgroup...
Page 87: Rules
1 On 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 export the configuration from. 3 From the Action pull down menu select Export Configuration.
Page 88 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.
Page 89: Configure Vault Collaboration And Vault Professional
Configure Vault Collaboration and Vault Professional 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.
Page 90: Set Up Multiple Site Environments
What is a Multiple Site 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.
Page 91: Is Multiple Site Environment Right For You
® 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.
Page 92: Pre-Install Checklist
2 On the installation screen, select either Autodesk Collaboraion or Professional data management server. 3 From the Select the Products to Install page, select Autodesk Vault server 2011, and then click Next. NOTE You can install the data management clients on the server as well, but it is not a requirement.
Page 93: Manage Sites
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.
Page 94 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. Each site is listed along with a summary of site statistics including:...
Page 95: Connected Workgroups
SQL database at multiple locations. Workgroups Fixing Autodesk Vault Collaboration allows replication of file stores from one site to another site. This is managed by one Microsoft SQL database. This configuration is known as a workgroup. The following illustration shows a typical workgroup configuration.
Page 96: Setting Up Connected Workgroups
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 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.
Page 98 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.
Page 99 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.
Page 100: Backup And Restore
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.
Page 101 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.
Page 102 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.
Page 103: Data Management Server Maintenance
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.
Page 104: Perform Vault Maintenance
Use the supplied backup-restore utility. Use the server console to back up all data necessary to restore a server if a failure occurs. When backing up and restoring the Autodesk Vault server, no ® users can access any vault on the server unless the server is a Productstream server.
Page 105 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 the data management server console Help.
Page 106: Windows Vista User Account Control
NOTE When backing up a multi-site environment, back up locally on the primary server. Windows Vista User Account Control If you want to schedule automatic backups using the Autodesk server console, ® User Account Control settings in Windows Vista must be configured to allow applications to run without prompting for administrator permission.
Page 107: Creating Tape Backups
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 Server using the "live" backup plug-ins that are available for major tape backup systems.
Page 108: Restore Vaults From Back Ups
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.
Page 109: Manage Vaults
The vault data is automatically migrated when it is restored using Autodesk Vault server console. If you are restoring the data using the command line, migrate the data after it is restored. NOTE Back up files created from the Autodesk Vault server installed with using ® Autodesk Productstream cannot be restored to an Autodesk Vault server installed with Autodesk Vault.
Page 110: Delete Vaults
4 You are prompted to verify your actions. Click OK. Move File Stores We recommend 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”...
Page 111 Detach a vault 1 Ensure that no users are accessing the vault (unless using Productstream). 2 In Autodesk Vault server console, select a vault from the main view. 3 Click Actions Detach.
Page 112: Purgevault Data
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.
Page 113: Re Index The Server
A few iFilters are installed with Autodesk Vault server by default and other exist with the operating system. There are also many third-party iFilters available for other file formats.
Page 114: Full Content Indexing
3 In the Content Indexing Service dialog box, select Yes, enable Content Indexing Service. Microsoft Indexing Service Unlike the standard property indexing performed by the Autodesk Vault server, full content indexing is done using the Windows Indexing Service. The Windows Indexing Service is enabled by default.
Page 115: Manage Content Center Libraries
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 Inventor 2009 installation media, disk 1.
Page 116: Maintain Libraries In Server Console
Create New Libraries You can create a new read-write or read-only Content Center 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.
Page 117 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.
Page 118 Right-click a library in the browser and select Read-Only to toggle the status of a library to be marked as Read-Only or Read-Write. You cannot change the status of a default read-only libraries installed with Autodesk Inventor. 112 | Chapter 9 Data Management Server Maintenance...
Page 119: Learning And Training
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.
Page 120: Learn To Use Autodesk Vault
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.
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 123: Appendix A Performance Enhancements
Performance Enhancements ® 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.
Page 124: Tune Server Performance
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.
Page 125 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.
Page 126 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. 120 | Appendix A Performance Enhancements...
Page 127: Disk Performance
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.
Page 128 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.
Page 129 3 Click the Defragment button. Disk Performance | 123...
Page 130: Aggressive Anti-Virus Programs
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.
Page 131: Vault Client Performance
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.
Page 132: Troubleshoot
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 server.
Page 133 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.
Page 134: View Diagnostic Log Files
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.
Page 135: Error 404: File Not Found
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.
Page 136: Error: Aspx File Failed To Run
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 ®...
Page 137: Isapi Filter Error While Running
Advanced Troubleshooting Additional troubleshooting resources for the Autodesk data management system can be found online. They include a searchable Knowledge Base available on the Autodesk support page. You can access the Autodesk Knowledge Base online at www.autodesk.com. Advanced Troubleshooting | 131...
Page 139: Index
Index Autodesk data management server before upgrading to version 2009 56 license servers hardware requrements configuring installing licenses managing license servers Web servers supported Autodesk Productstream, integrating add-ins Autodesk server console Microsoft Windows Autodesk Vault Explorer configuring license servers Autodesk Vault Server...
Page 140 clients 5, 10, 62 purging data components creating creating, deleting databases Web services managing user accounts 69, 72–73 Windows master databases 97, 104 configuring license servers migrating 134 | Index...

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Vault 2011

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

Vault Fundamentals

Chapter 1 Introduction

Chapter 2 Understand Autodesk Vault

Chapter 3 Plan the Vault Environment

Install Vault

Chapter 4 Build the Vault Environment

Chapter 5 Install the Vault Client

Configure and Maintain Vault

Chapter 6 Configure Basic Vault Options

Chapter 7 Configure Vault Workgroup

Chapter 8 Configure Vault Collaboration and Vault Professional

Chapter 9 Data Management Server Maintenance

Appendix A Performance Enhancements

Index

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

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