Autodesk 46304-050008-1600A - Vault R4 Essentials Aotc, Vault 2011 Implementation Manual

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Autodesk Vault 2011

Implementation Guide

January 2009Part No. 569B1-050001-PM01A

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.

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THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. "AS IS." AUTODESK, INC. DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS.

Published by: Autodesk, Inc. 111 McInnis Parkway San Rafael, CA 94903, USA

Contents

Vault Fundamentals . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Book Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Conventions Used In This Book . . . . . . . . . . . . . . . . . . . . . . 4

Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Chapter 2 Understand 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

Network License Manager . . . . . . . . . . . . . . . . . . . . . . 12

FLEXnet Configuration Tools . . . . . . . . . . . . . . . . . . . . 12

SAMreport-Lite . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 12

Operating System Requirements . . . . . . . . . . . . . . . . . . 13

Microsoft SQL Requirements . . . . . . . . . . . . . . . . . . . . 15

Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . 15

Other Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3 Plan the Vault Environment . . . . . . . . . . . . . . . . . . . . 19

Information Check List . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Use the Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Number of Users . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Number of Servers . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Server Hardware Specifications . . . . . . . . . . . . . . . . . . . 20

Server Operating Systems . . . . . . . . . . . . . . . . . . . . . . 20

Firewalls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Applications 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

Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Windows 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . 47

Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . 49

Upgrading Vault Server . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Before You Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . 56

Install Vault Server 2011 . . . . . . . . . . . . . . . . . . . . . . 57

Upgrade Microsoft SQL . . . . . . . . . . . . . . . . . . . . . . . 58

iv | Contents

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

Use Vault with a Proxy server . . . . . . . . . . . . . . . . . . . . . . . 68

Manage User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Add or Edit User Accounts . . . . . . . . . . . . . . . . . . . . . 69

Assigning Roles to User Accounts . . . . . . . . . . . . . . . . . . 73

Grant Vault Access to Users . . . . . . . . . . . . . . . . . . . . . 73

Disable User Accounts . . . . . . . . . . . . . . . . . . . . . . . . 74

Assign Users to Groups . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Chapter 7 Configure Vault Workgroup . . . . . . . . . . . . . . . . . . . . 77

Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 Server on Additional Sites . . . . . . . . . . . . . . . 86

Manage Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Connected Workgroups . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Workgroups Fixing . . . . . . . . . . . . . . . . . . . . . . . . . 89

Setting up Connected Workgroups . . . . . . . . . . . . . . . . . 90

Chapter 9 Data Management Server Maintenance . . . . . . . . . . . . . 97

About Autodesk Data Management Console . . . . . . . . . . . . . . . 97

Perform Vault Maintenance . . . . . . . . . . . . . . . . . . . . . . . . 98

Contents | v

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 . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Attach and Detach Vaults . . . . . . . . . . . . . . . . . . . . . 104

PurgeVault Data . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Re Index the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Add New Properties . . . . . . . . . . . . . . . . . . . . . . . . 107

Full Content Indexing . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Enable Full Content Indexing . . . . . . . . . . . . . . . . . . . 108

Microsoft Indexing Service . . . . . . . . . . . . . . . . . . . . 108

Manage Content Center Libraries . . . . . . . . . . . . . . . . . . . . 109

Maintain Libraries in Server Console . . . . . . . . . . . . . . . 110

Learning and Training . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Learn to Use 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 Operating System Environments . . . . . . . . . . 128

Common Installation Solutions . . . . . . . . . . . . . . . . . . 128

Error 404: File Not Found . . . . . . . . . . . . . . . . . . 129

Error: ASPX failed to run... . . . . . . . . . . . . . . . . . . 129

Error: ASPX file failed to run... . . . . . . . . . . . . . . . 130

Error 29001. Performance counter... . . . . . . . . . . . . . 130

ISAPI Filter error while running... . . . . . . . . . . . . . . 131

Advanced Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . 131

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

vi | Contents

Vault Fundamentals

Introduction

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. Although these methods are not the only methods for deploying the software, they 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 first section is intended to help understand the different versions of Vault. This section presents guidelines for planning a Vault implementation. The second section explains the steps to install the different components of a Vault environment. The last section covers topics relevant to configuring and maintaining all the components in a Vault environment.

Conventions Used In This Book

The following are different formats used in this book to make the text easier to read and understand.

ExampleConvention

C:\Program Files\Files or Paths

www.autodesk.comWorld Wide Web Links

Support

Important Information

This book addresses the basic implementation of the Vault environment for most 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.autodesk.com/subscriptionlogin.

NOTE Additional information

@ECHO OFFProgram or Script Code

User NameUser Prompts

Key Terms

Data management server

4 | Chapter 1 Introduction

DefinitionTerm

The server used in conjunction with Autodesk Vault and Content Center for storing files and version data.

DefinitionTerm

Clients

Data management

Autodesk Vault Explorer

Microsoft® Internet Information Services

(IIS)

Vault

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.

A means to organize and track files and design modifications through the design process.

The standalone client for Autodesk Vault used to organize information in the vault. This interface can be used to manage any Microsoft Windows file in Autodesk Vault

A Microsoft® Web server necessary for do-

ing a full implementation of the Autodesk data management server.

The logical combination of a vault database and a vault file store that contains all the information managed by Autodesk Vault. Each installation of Autodesk Vault can maintain several independent vaults. A single client can connect to several different vaults, but not simultaneously.

Server Console

Web Server

Web service

An application that performs vault system administrative tasks, such as data back up and restore.

A server process running on the Autodesk data management server that responds to requests from vault clients.

An Application Programming Interface for a client to communicate with a web server application, such as the Autodesk data management server.

Key Terms | 5

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 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.

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. 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 force all client computers to use a proxy server for all web service requests.

If you your network uses a proxy server, you can configure it to use a host name or bypass the proxy server of your host clients.

NOTE For more information about configuring a proxy server, see Using Vault with a Proxy server.

8 | Chapter 2 Understand Autodesk Vault

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. The SQL server can be upgraded to:

■ Microsoft SQL Server 2008 SP1 Enterprise

■ Microsoft SQL Server 2008 S1 Standard

File Store

The file store and the database server work with each other. The database provides the index information for the location of files. The file store is the secure location on the server where the files are located.

Vault Workgroup

Vault Workgroup helps teams create and share, design and engineering information 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 lifecycle and revision control processes directly in the design application, which promotes faster cycle times and better-quality engineering data.

Vault Collaboration

Vault Collaboration includes all of the functionality in Autodesk Vault Workgroup and adds an advanced toolset that provides administrators with the scalability needed to manage large workgroups. Users can share engineering design data with downstream data consumers using the included web client and expose design-related information to the extended enterprise by publishing to Microsoft® SharePoint®. Scalable multi-site functionality enables companies

Database Server | 9

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. Take full advantage of advanced functionality by giving design departments the tools they need to track change orders, manage bills of materials (BOMs), and promote earlier collaboration through integration to expert business systems. In addition, support for multi-CAD 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 server.

3 Vault server sends a query to the database.

4 Vault server copies the files from the file store to the client.

It is important to notice the client computer does not directly communicate with another client computer at anytime.

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

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. 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.

Autodesk Vault Add-ins for Design Applications

Add-in clients provide basic vault functions within the environment of a parent application. Add-ins maintain application-specific data relationships when adding files to a vault.

There are 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 documents, spreadsheets, and other non-CAD data within any of the Microsoft Office applications: Microsoft® Word, Excel®, and Power Point®.

Content Center

Content Center provides access to Autodesk Inventor Content Center libraries. Content Center libraries are stored on the Autodesk data management server.

License Manager Components

Autodesk Vault Workgroup, Collaboration, or Professional require a license for each client connection to the Vault sever. The following section describes the components used to manage these licenses.

Autodesk Vault Client | 11

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. FLEXnet provides administrative tools that help to simplify management of network licenses. You can use FLEXnet tools to:

■ Monitor network license status.

■ Reset licenses lost to a system failure.

■ Troubleshoot license servers.

■ Update existing license files on the fly.

NOTE For more information 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 various output formats including HTML, text, and Report Interchange Format. For more information about the SAMreport-Lite features, and for instructions on installing SAMreport-Lite, see the SAMreport-Lite User's Guide.

Installation Requirements

Previous versions of Autodesk data management server installed Microsoft®SQL 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

12 | Chapter 2 Understand Autodesk Vault

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.

For more information about system requirements, visit www.autodesk.com/vault or the Autodesk® Installation online Help.

If a compatible local SQL database 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 the following table are 32-bit. Supported 64-bit operating systems are also indicated.

Operating System

Windows® XP Professional

Operating System

Windows Vista® Ultimate

Windows Vista® Enterprise

Windows Vista® Business

Operating System

Windows® 7 Ultimate

Service

64 bit

IIS32

bit

Pack

•••SP2,SP3

Service

64 bit

IIS32

bit

Pack

•••SP1,SP2

Service

64 bit

IIS32

bit

Pack

•••

Operating System Requirements | 13

Operating System

Service Pack

64 bit

IIS32

bit

Windows® 7 Enterprise

Windows® 7 Business

Operating System

Windows server™ 2003 Server Standard

Windows server™ 2003 Server Standard R2

Windows server™ 2003 Enterprise

Windows server™ 2003 Enterprise R2

Windows server™ 2003 Small Business Edition

Windows server™ 2003 Small Business Edition R2

Windows server™ 2008 Server Standard

Windows server™ 2008 Server Enterprise

Windows server™ 2008 Small Business Edition

Service Pack

64 bit

•••

IIS32

bit

•••SP2

••SP2

•••SP2

•••

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, the system requirements are that of the design application.

14 | Chapter 2 Understand Autodesk Vault

••

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.

Microsoft SQL Version

Hardware Requirements

The following are minimum, recommended, and preferred requirements for running Autodesk Vault server. If possible, meet the Recommended requirements.

Vault Client Requirements

Service Pack

ProcessorMemoryDisk Space

64 bit

bit

••SP3Microsof SQL Server 2005 Express5

••SP3Microsof SQL Server 2005 Workgroup

••SP3Microsof SQL Server 2005 Standard

••SP3Microsof SQL Server 2005 Enterprise

••SP1Microsof SQL Server 2008 Express5

••SP1Microsof SQL Server 2008 Standard

••SP1Microsof SQL Server 2008 Enterprise

1 GB1 GBMinimum

Intel® Pentium® 4, Intel® Xeon® AMD

Athlon® 64 / Opteron, 1.6GHz

Microsoft SQL Requirements | 15

ProcessorMemoryDisk Space

2 GB4 GBRecommended

Intel Pentium 4, Intel Xeon AMD Athlon 64 / Opteron, 2.0GHz

Vault Server Requirements

ProcessorMemoryDisk Space

2 GB100 GBMinimum

4 GB200 GBRecommended

Intel® Pentium® 4, Intel® Xeon® AMD

Athlon® 64 / Opteron, 2.0GHz

Intel Pentium 4, Intel Xeon AMD Athlon 64 / Opteron, 3.0GHz

Vault Server Replication Requirements (Vault Server and SQL Server)

ProcessorMemoryDisk Space

4 GB300 GBMinimum

8 GB500 GBRecommended

Intel® Pentium® 4, Intel® Xeon® AMD

Athlon® 64 / Opteron, 3.0GHz

Intel Pentium 4, Intel Xeon AMD Athlon 64 / Opteron, 3.0GHz

Vault Server Replication Requirements (Vault Server only)

ProcessorMemoryDisk Space

2 GB150 GBMinimum

Intel® Pentium® 4, Intel® Xeon® AMD

Athlon® 64 / Opteron, 3.0GHz

3 GB300 GBRecommended

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

16 | Chapter 2 Understand Autodesk Vault

Intel Pentium 4, Intel Xeon AMD Athlon 64 / Opteron, 3.0GHz

6 SP1 or later.

■ 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

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.

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

■ How frequently do users access information in the Vault?

■ The latency between all servers.

Use the Information

Every Vault implementation is unique, the following sections help you determine the best configuration for your needs.

SQL is going to be used.

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.

Number of Servers

When determining the number of servers keep in mind how information flows from the client computer to the Vault server to the SQL server and back. (See How Vault Works).

Server Hardware Specifications

For the recommended and preferred 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 has a limit of ten concurrent users.

■ Windows Vista has a limit of ten concurrent users and three concurrent

web service requests.

■ Windows 7 has a limit of ten concurrent users and three concurrent web

service requests.

Firewalls

Firewalls can block incoming requests. During the Vault Server installation, the server is checked for known firewalls. Firewalls can require that you configure them to allow the Vault Server to communicate correctly. Some

20 | Chapter 3 Plan the Vault Environment

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. See Installation Requirements on page 12.

SQL Express has a limitation of 25 concurrent users and a 4-GB size restriction. If your Vault implementation requires more capacity, set up the Vault server using the Standard or Enterprise versions of SQL.

Access Frequency

How often the Vault Server is accessed affects 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 consider bandwidth and throughput. Network speed is an important factor to consider, when trying to get the best performance for your Vault implementation. Without running tests to measure your latency, bandwidth, and throughput between all the servers, you can gain an idea of how fast the connections are. Copy a few large files from one server to another. When performing this test, copy from Server A to Server B and then copy from server B to Server A. Data traveling from one server to another does not always take the same route when traveling back.

Applications on Servers | 21

Install Vault

Build the Vault Environment

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.

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 Manager with IPv6.

Vault Workgroup, collaboration and Professional 2011 have a licensing feature. The licensing feature uses the Autodesk® Licensing Manager used by other Autodesk products. The installation and configuration of the license manager is like other Autodesk products.

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.

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. Accept this agreement 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 installation path, click Configure.

5 On the Select the Installation Type page, select Typical or Custom. Accept

the default installation path (C:\Program Files\Autodesk Network License Manager\), or Browse to specify a different path. If you enter a path that does not exist, a new folder is created using the name and location you provide. Click Next.

WARNING Do not install the Network License Manager on a remote drive. When you install the Network License Manager files, provide a path to a local drive. Specify the drive letter; the universal naming convention (UNC) is not permitted.

26 | Chapter 4 Build the Vault Environment

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.

Configure your license server

1 Do one of the following:

■ (Windows XP / Windows Server 2003) Click Start ➤ Programs ➤

Autodesk ➤ Network License Manager ➤ LMTOOLS.

■ (Windows Vista Windows, Server 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 computer in addition to Autodesk, you can change the service name to avoid confusion. For example, you can rename Flexlm Service 1 to Autodesk Server1.

NOTE If you have more than one software vendor using FLEXnet® for license management, the Service Name list contains more than one option. Make sure that only one Autodesk service is listed.

5 In the Path to Lmgrd.exe File field, enter the path to the Network License

Manager daemon (lmgrd.exe), or click Browse to locate the file.

Configure a License Server | 27

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.

It is recommended that you save to the C:\Program Files\Autodesk Network License Manager folder. The log file must have a .log file extension. For new log files, enter the .log extension manually.

8 To run lmgrd.exe as a service, select Use Services.

9 To start lmgrd.exe automatically when the system starts, select Start Server

at Power Up.

10 Click Save Service to save the new configuration 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 License Manager with any changes made to the license file or Options file.

The license server starts running and is ready to respond to client requests.

12 Close lmtools.exe.

Install and Use SAMreport-Lite (Optional)

SAMreport-Lite is a reporting tool that helps you track network license usage. With SAMreport-Lite technology from Acresso™ Software, you can monitor client usage for Autodesk network licensed products.

To learn more about installing and using SAMreport-Lite, see the SAMreport-Lite User's Guide. Click the Documentation link at the lower left corner of the Installation wizard, or see the Help System in the Autodesk product.

28 | Chapter 4 Build the Vault Environment

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. You can install Microsoft SQL 2005 Standard o Enterprise Edition service pack 3 or Microsoft SQL 2008 Standard or Enterprise Edition service pack 1 before installing the Vault server so that you do not have to perform the upgrade at a later time.

NOTE This installation process possibly requires the server to reboot multiple times. 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 begins

running the pre-installation checks. Note any errors and take the necessary corrective actions before continuing

3 In the Components to Install dialog box, select SQL Server Database

Services. To modify the installation path, click Advanced.

4 In the Feature Selection dialog box, you can expand the Database Services

options and change the location of the data files directory.

5 In the Instance Name dialog box, enter the name of the instances as

AutodeskVault.

NOTE If you install SQL without using this instance name, the ADMS installation creates its own instance of SQL Server called AutodeskVault.

Install Vault Server | 29

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. This database resides 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 Server 2005 ➤ Configuration Tools ➤ SQL Server Configuration Manager.

2 In the SQL Server Configuration Manager dialog box, expand SQL Server

2005 Network Configuration and then select Protocols for AUTODESKVAULT.

3 Right-click TCP/IP in the protocols list and then select Enable.

30 | Chapter 4 Build the Vault Environment

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. Verify that Local and Remote Connections and Using TCP/IP only are turned on.

Set Up Remote SQL | 31

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.

32 | Chapter 4 Build the Vault Environment

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. 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 that is 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.

Set Up Remote SQL | 33

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.

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 service is running.

The default is Network Service.

9 Give both accounts Full Control.

34 | Chapter 4 Build the Vault Environment

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.

NOTE If 10 or 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

Installation

After choosing the data management server hardware. (see Hardware Requirements for recommended specifications), load Internet Information Services on this system

server on.

1 From the Windows Start menu, select Programs ➤ Control Panel

2 From the Control Panel, double-click Add or Remove Programs

Windows XP | 35

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.

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 dialog box, click the Exceptions tab, and then

click Add Port

36 | Chapter 4 Build the Vault Environment

5 In the Add a Port dialog box, Enter the following information.

Name: Vault

Port: 80

Ensure TCP is checked

Windows XP | 37

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. 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-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

38 | Chapter 4 Build the Vault Environment

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.

■ Autodesk Vault installation media

■ Windows Vista installation media

■ Administrator 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 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 Check Internet Information Services

5 Expand Internet Information Services ➤ Web Management Tools ➤ IIS

six Management Compatibility.

Windows Vista | 39

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. 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 necessary.

40 | Chapter 4 Build the Vault Environment

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.

4 In the Windows Firewall dialog box, click the Exceptions tab, and then

click Add Port

Windows Vista | 41

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

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. 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-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 Vista | 43

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.

■ Autodesk Vault installation media

■ Windows 7 installation media

■ Administrator 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), 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 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 Check Internet Information Services

5 Expand Internet Information Services ➤ Web Management Tools ➤ IIS

six Management Compatibility.

44 | Chapter 4 Build the Vault Environment

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

Now that IIS is installed, configure the firewall that is built into Windows 7, if necessary.

Windows 7 | 45

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.

6 Select Port and click Next.

7 In the Protocol and Ports dialog box, Enter the following information.

Specific local ports: 80

8 In the Action dialog box select Allow the connection and click Next.

9 In the Profile dialog box select all 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 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 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.

46 | Chapter 4 Build the Vault Environment

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.

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

■ Administrator rights to the computer your installing the data management

server on.

Windows Server 2003 | 47

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. 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 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

48 | Chapter 4 Build the Vault Environment

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. 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 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

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. (see Hardware Requirements for recommended specifications), 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 Services

7 Expand Internet Information Services ➤ Web Management Tools ➤ IIS

6 Management Compatibility.

8 Turn on the check box for IIS Metabase and IIS 6 configuration

compatibility.

9 Expand Internet Information Services ➤ World Wide Web Services

➤ Application Development Features.

50 | Chapter 4 Build the Vault Environment

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.

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.

Windows Server 2008 | 51

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.

Name: Vault

Port: 80

Ensure TCP is checked

Windows Server 2008 | 53

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. 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-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

54 | Chapter 4 Build the Vault Environment

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. 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.

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 test upgrade provides confidence that the backup is valid and helps you identify any potential pitfalls without impacting your production environment. It also helps you to

Upgrading Vault Server | 55

determine compatibility with other applications and environment settings that your company uses.

BenefitsTest Machine Settings

Migration

Similar CPU, memory, disk space

Database

Other applications that are installed on the production server

and so on.

Microsoft® Windows® Administration set-

tings

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.

Test machines that need access to a vault that is 2 GB or more also need a similar

version of full Microsoft® SQL server in-

stalled.

Test for compatibility with various proxy clients, firewalls, anti-virus programs, and so on.

Compatibility testing.Operating System, Service Packs, firewalls,

Check for compatibility with Windows Domain policies, login scripts, permissions, and other settings.

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.

Before You Upgrade

When upgrading from a previous version of Autodesk Vault server 2010 or 2009:

1 Back up all existing Vaults and libraries.

56 | Chapter 4 Build the Vault Environment

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. Always create a backup of your vault data before uninstalling. Be careful to perform the following steps in the order given.

Uninstall Components

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

■ 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.

Install Vault Server 2011

You can install Autodesk Vault server 2011 after you:

■ Back up the vault and library data.

■ Restore the backup on a test environment to verify it works.

Install Vault Server 2011 | 57

■ 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. 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.

When starting the server console the first time, it asks you whether to migrate any vaults it finds. If you Select no, use the following 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 server is using Microsoft 2005 Express service pack 3, or one of the supported Microsoft SQL versions.

Upgrade Microsoft SQL Express to Microsoft SQL Standard or Higher

To upgrade a SQL Express installation to a full version of SQL using a media which does not include a service pack, or higher, you can use one of the following methods.

NOTE A server console backup is recommended before performing either of these methods

58 | Chapter 4 Build the Vault Environment

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. Validate that you

can restore this backup on a test server before proceeding. 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 applications

in this order:

■ Microsoft SQL Server

NOTE If you have more than one instance of SQL Express installed, be sure to uninstall only the AutodeskVault instance. DO NOT uninstall any other part of SQL after this step is complete.

■ MS SQL Server Native Client

■ MS SQL Server VSS Writer

■ MS SQL Server 2005 Backward Compatibility

■ MS SQL Server Setup Support Files

Upgrade Microsoft SQL | 59

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.

60 | Chapter 4 Build the Vault Environment

Install the Vault Client

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.

Data Management Client Requirements

Autodesk data management clients that integrate with an Autodesk design application require a licensed installation of the corresponding 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 2011 , all server and client components must be upgraded.

Operating Systems

■ Windows

■ Windows Vista

■ Windows XP Professional x64 Edition

■ Windows 7 Ultimate (32-bit and 64-bit)

XP Professional (SP2, SP3)

Ultimate (32-bit and 64-bit)

Enterprise (32-bit and 64-bit)

Business (32-bit and 64-bit)

■ Windows 7 Professional (32-bit and 64-bit)

■ Windows 7 Enterprise (32-bit and 64-bit)

Recommended Hardware

■ Intel

■ 2-Gb memory or higher

■ 4-Gb disk space

Pentium® 4, Intel®Xeon®, ADM Athlon™ 2 GHz

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. Installing Autodesk Vault server 2011 requires that all clients are upgraded to version 2011.

■ The recommended 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 the following Microsoft products when installed and registered on your machine.

■ Microsoft

■ Excel

■ PowerPoint

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

Word 2003/2007

2003/2007

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.

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 management clients, action is required. Go to the Control Panel and modify the data management application to install the missing add-in.

Add-in Integration | 63

Configure and Maintain Vault

Configure Basic Vault Options

This chapter describes the basic options you configure to allow users to begin using Vault.

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.

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

■ In an application with an integrated add-in, click the Vault add-in tab

2 In the Log In dialog box, verify the following:

User name The name for the vault account.

Management ➤ Autodesk Vault [Product Name].

➤ Log In.

The password associated with the vault account.Password

Server

Database

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. If a user account has not been created for you, or the default values are not present, contact your vault administrator.

Use either the default values or, if an account has been created for you, use your own account information. 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.

The name of the computer on which the vault server is installed.

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.

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.

Change the proxy settings in Internet Explorer 6.x and 7.x

1 Open Internet Explorer.

2 On the Tools menu, select Internet Options.

3 Select the Connections tab.

68 | Chapter 6 Configure Basic Vault Options

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.

If Internet Explorer continues to connect to the assigned HTTP proxy server, then the HTTP proxy address can contain 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 Accounts

The vault is a secure database. Before anyone can use a vault, the administrator must add accounts for users and grant levels of permission within the vault using roles.

For more information about users, roles, and managing accounts, see the server console Help.

Add or Edit User Accounts

You can create user accounts and grant vault access.

Manage User Accounts | 69

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

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.

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, enter a new password and then confirm the new

password.

72 | Chapter 6 Configure Basic Vault Options

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.

5 In the Add Roles dialog box, select one or more roles, and then 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 assigned to a user account. The permissions are a union of the assigned roles.

NOTE The Content Center Administrator, and Content Center Editor, roles are specific to Content Center. Do not alter them.

Grant Vault Access to Users

1 Select Tools ➤ Administration.

2 In the Administration dialog box, click Users.

Assigning Roles to User Accounts | 73

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.

2 In the Administration dialog box, click Users.

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 the same permissions to several users by adding or removing them from a group.

1 Select Tools ➤ Administration.

2 Select Groups.

3 In the Group Management dialog box click the New Group button.

4 Enter a name and email address for the group.

5 Add the roles and Vaults to the group.

74 | Chapter 6 Configure Basic Vault Options

6 Add the users individually or by selecting another group to include.

Assign Users to Groups | 75

Configure Vault Workgroup

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.

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 Professional install three default revision schemes to choose from. 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.

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. If you had a small change to Revision A and did not want to mark it as a full Revision bump, you use the secondary, which is A.1.

The second revision scheme is configured the same as the first, except the primary designator is not alphabetical but numerical starting with one. For example, the first revision 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 [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.

Use the New, Copy, and Edit buttons across the top of the Revision Scheme Definition dialog box to define a revision scheme that matches your company standards.

Lifecycles

A lifecycle is comprised of various states that can be assigned to a file. One or more of these states can be identified as a "released state".

78 | Chapter 7 Configure Vault Workgroup

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.

3 On the Tools Menu select Administration.

4 Select 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 Flexible Release process. This process supports the lifecycle states.

1 Work in progress

2 For Review

3 Released

4 Quick Change

5 Obsolete

Adding the Quick Change lifecycle state allows you to change a design after a document has been released. This functionality is useful when finding small problems during manufacturing.

Lifecycles | 79

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.

1 Work in progress

2 Released

If all you want to do is control which documents are currently released and which documents are being worked on this Lifecycle definition can be used.

The last Lifecycle definition is the None definition, which allows Vault to be used without Lifecycles.

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