Autodesk 46304-050008-1600A - Vault R4 Essentials... User manual

Autodesk Vault 2011
Implementation Guide
January 2009Part No. 569B1-050001-PM01A

©2010 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be
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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
Log In the First Time . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
1

2

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.
1
3

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
NOTE Additional information
Important Information
@ECHO OFFProgram or Script Code
User NameUser Prompts
Support
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.
Key Terms
DefinitionTerm
The server used in conjunction with
Autodesk Vault and Content Center for
storing files and version data.
Data management server
4| Chapter 1 Introduction

DefinitionTerm
Applications that access the Autodesk data
management server. These include stand
Clients
alone applications such as Autodesk Vault
Explorer and integrated application add-
ins 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.
Data management
The standalone client for Autodesk Vault
used to organize information in the vault.
Autodesk Vault Explorer
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.
Microsoft®Internet Information Services
(IIS)
The logical combination of a vault database
and a vault file store that contains all the
Vault
information managed by Autodesk Vault.
Each installation of Autodesk Vault can
maintain several independent vaults. A
single client can connect to several differ-
ent vaults, but not simultaneously.
An application that performs vault system
administrative tasks, such as data back up
and restore.
Server Console
A server process running on the Autodesk
data management server that responds to
requests from vault clients.
Web Server
An Application Programming Interface for
a client to communicate with a web server
Web service
application, such as the Autodesk data
management server.
Key Terms | 5

6

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.
2
7

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.
1Client checks out a file.
2Client sends a request for the file to the Vault server.
3Vault server sends a query to the database.
4Vault 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.
IIS32
bit
64
bit
Ser-
vice
Pack
Operating System
•••SP2,SP3
Windows®XP Professional
IIS32
bit
64
bit
Ser-
vice
Pack
Operating System
•••SP1,SP2
Windows Vista®Ultimate
•••SP1,SP2
Windows Vista®Enterprise
•••SP1,SP2
Windows Vista®Business
IIS32
bit
64
bit
Ser-
vice
Pack
Operating System
•••
Windows®7 Ultimate
Operating System Requirements | 13

IIS32
bit
64
bit
Ser-
vice
Pack
Operating System
•••
Windows®7 Enterprise
•••
Windows®7 Business
IIS32
bit
64
bit
Ser-
vice
Pack
Operating System
•••SP2
Windows server™2003 Server Standard
•••SP2
Windows server™2003 Server Standard R2
•••SP2
Windows server™2003 Enterprise
•••SP2
Windows server™2003 Enterprise R2
••SP2
Windows server™2003 Small Business Edition
••SP2
Windows server™2003 Small Business Edition R2
•••SP2
Windows server™2008 Server Standard
•••SP2
Windows server™2008 Server Enterprise
•••
Windows server™2008 Small Business Edition
••
Windows server™2008 R2 Small Business Edition
NOTE For Best performance on servers, we recommend a dedicated member
(non-domain controller) server
For data management client add-ins, the system requirements are that of the
design application.
14 | Chapter 2 Understand Autodesk Vault