ADMS 2009 ImplementationGuide
ADMS 2009 ImplementationGuide
Implementation Guide
Certain materials included in this publication are reprinted with the permission of the copyright holder.
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Contents
iii
Chapter 2 Installing Autodesk Data Management Solutions . . . . . . . . 13
Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Quick Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Server Configurations . . . . . . . . . . . . . . . . . . . . . . . . 14
Maintenance Considerations . . . . . . . . . . . . . . . . . 15
Determining Vault Configurations . . . . . . . . . . . . . . 15
Working with Design Teams . . . . . . . . . . . . . . . . . 16
Working As a Single User . . . . . . . . . . . . . . . . . . . 18
Vault Configurations . . . . . . . . . . . . . . . . . . . . . 19
SQL Server Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . 20
Advanced Configurations . . . . . . . . . . . . . . . . . . . . . . 21
Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
What You will Need . . . . . . . . . . . . . . . . . . . . . . 22
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
What You will Need . . . . . . . . . . . . . . . . . . . . . . 27
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . 33
What You will Need . . . . . . . . . . . . . . . . . . . . . . 34
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 34
iv | Contents
Backing Up Vault Data . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Windows Vista User Account Control . . . . . . . . . . . . . . . 52
Creating Tape Backups . . . . . . . . . . . . . . . . . . . . . . . 54
Restoring Vaults from Back Ups . . . . . . . . . . . . . . . . . . . 55
Managing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . 56
Adding or Editing User Accounts . . . . . . . . . . . . . . . . . . 56
Assigning Roles to User Accounts . . . . . . . . . . . . . . . . . . 60
Granting Vault Access to Users . . . . . . . . . . . . . . . . . . . 61
Disabling User Accounts . . . . . . . . . . . . . . . . . . . . . . 61
Managing Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Deleting Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Moving File Stores . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Attaching and Detaching Vaults . . . . . . . . . . . . . . . . . . 63
Purging Vault Data . . . . . . . . . . . . . . . . . . . . . . . . . 64
Re-Indexing the Server . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Adding New Properties . . . . . . . . . . . . . . . . . . . . . . . 66
Removing Unwanted Properties . . . . . . . . . . . . . . . . . . 66
Full Content Indexing . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Enabling Full Content Indexing . . . . . . . . . . . . . . . . . . 67
Microsoft Indexing Service . . . . . . . . . . . . . . . . . . . . . 67
Managing Content Center Libraries . . . . . . . . . . . . . . . . . . . 69
Maintaining Libraries in ADMS Console . . . . . . . . . . . . . . 69
Creating New Libraries . . . . . . . . . . . . . . . . . . . . 69
Deleting Libraries . . . . . . . . . . . . . . . . . . . . . . . 70
Attaching Libraries . . . . . . . . . . . . . . . . . . . . . . 70
Detaching Libraries . . . . . . . . . . . . . . . . . . . . . . 70
Exporting Libraries . . . . . . . . . . . . . . . . . . . . . . 71
Importing Libraries . . . . . . . . . . . . . . . . . . . . . . 71
Library Summary . . . . . . . . . . . . . . . . . . . . . . . 72
Library Status . . . . . . . . . . . . . . . . . . . . . . . . . 72
Content Center Permissions . . . . . . . . . . . . . . . . . 72
Learning and Training . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Learning to Use Autodesk Vault . . . . . . . . . . . . . . . . . . 73
Getting Training . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Training Other Users . . . . . . . . . . . . . . . . . . . . . . . . 74
Contents | v
Replicate Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Appendix B Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Server Diagnostics Tool . . . . . . . . . . . . . . . . . . . . . . . . . 100
View Diagnostic Log Files . . . . . . . . . . . . . . . . . . . . . 102
Recheck Operating System Environments . . . . . . . . . . . . . 102
Common Installation Solutions . . . . . . . . . . . . . . . . . . . . . 102
Error 404: File Not Found . . . . . . . . . . . . . . . . . . . . . 102
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Error: ASPX failed to run... . . . . . . . . . . . . . . . . . . . . . 103
Error: ASPX file failed to run... . . . . . . . . . . . . . . . . . . . 103
Error 29001. Performance counter... . . . . . . . . . . . . . . . . 104
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
ISAPI Filter error while running... . . . . . . . . . . . . . . . . . 105
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Advanced Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . 105
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
vi | Contents
Introduction and System
Requirements 1
This book is intended to help users who have a basic understanding of Microsoft® Windows®
to successfully install and implement Autodesk® Vault or Productstream® in a Microsoft
Windows network environment. We assume you understand Windows® navigation as well
as installing and uninstalling software in a Windows environment
In the following chapters the best practices for implementing the Autodesk® data management
server and the recommended methods for deploying the data management server will be
explained. Although these 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. You can always change the configuration later if your
business demands it.
Book Organization
This book addresses the main topics for successfully implementing the document
management server. The first topic is a brief understanding of the server
components the second topic is the planning and installation of the server and
clients. The last topic is maintenance and trouble shooting.
1
Conventions Used In This Book
The following table illustrates different methods used in this book to make
the text easier to read and understand.
Convention Example
Support
Though this book addresses the basic implementation of the data management
server for most systems, there are possible combinations of different software
and /or hardware interactions not listed. For more information you can visit
the links below:
■ www.autodesk.com/vault
■ www.autodesk.com/discussiongroup-vault
■ www.autodesk.com/vault-support
■ www.autodesk.com/productstream
■ www.autodesk.com/discussiongroup-productstream
■ www.autodesk.com/productstream-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
Autodesk web server A Web server that can be used when one
computer will host both the Autodesk data
management server and vault client in a
stand alone environment, such as an eval-
uation.
Microsoft® Internet Information Services A Microsoft® Web server necessary for do-
(IIS) ing a full implementation of the Autodesk
data management server.
Key Terms | 3
Term Definition
■ Web server
■ Database server
■ File store
The server contains a single database instance that hosts both vaults and
Content Center libraries.
The Autodesk web server is a light-weight Web server intended for a single-user
environment. The web server only works for configurations where the entire
data management environment is installed on a single computer, that is,
server and clients with CAD software on the same machine. AWS is also used
for accessing Content Center or if you are a stand alone Inventor user working
in a non-collaborative environment.
NOTE If IIS is not installed on the computer that will host the server and you
require more than a single-user installation, you must install IIS before you install
Autodesk data management server.
Autodesk data management server requires IIS for anything more than a
single-user installation. Before the server is installed, a check is performed to
verify the presence of IIS. If IIS is not detected, it must be installed prior to
installing the server.
NOTE You may need the original Microsoft Windows installation CD to complete
the IIS installation.
The Autodesk data management server is actually a Web application that uses
services to manage the communication between the clients and the server via
Web services. The interaction between the clients and the server is similar to
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.
Database Server
The database server keeps track of 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 2005 Express. Microsoft SQL Server 2005 Express can
File Store
The file store and the database server work with each other. The database
provides the index information for where files are located and the file store
is the secure location on the server where the files are actually located.
File Store | 7
NOTE As a general 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.
Content Center
Content Center provides access to Autodesk Inventor Content Center libraries.
Content Center libraries are stored on the Autodesk data management server.
Server Console
The server console includes tools for maintaining users, vaults, and Content
Center libraries. Use the console to purge out-dated versions from a vault. You
can schedule the server console to create routine back ups of vault data. The
console is also used to maintain replicated sites in a multi-site configuration.
Installation Requirements
Previous versions of Autodesk data management server installed Microsoft®
SQL Desktop Edition (MSDE) by default. If an existing version of MSDE or the
full SQL server is detected during installation, that SQL server may be used by
Autodesk data management server. If no previous version of a SQL server is
detected or if you are not connecting to an existing remote SQL instance,
Microsoft® SQL Server 2005 Express is installed by default. When using MSDE,
Autodesk data management server supports approximately 10 simultaneous
vault clients. Additional users can be supported using either Microsoft SQL
Server 2005 Express or the full version of Microsoft SQL Server 2005. You must
purchase the full Microsoft SQL Server 2005 software separately from
Microsoft® or a Microsoft reseller. Install Autodesk data management server
with the default version first and then determine the need to upgrade to the
full SQL server.
Visit www.autodesk.com/vault for more information about system requirements,
or the Autodesk® Installation online Help.
NOTE See SQL Server Upgrade on page 20 if your system exceeds 10 simultaneous
clients and you are currently using MSDE.
NOTE If a database is detected that is not compatible with the new version of
Autodesk server, the existing database must be removed before the Autodesk
server can be installed.
Autodesk Autoloader | 9
Operating System Requirements
Autodesk data management 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.
The tables indicate the operating systems that support Autodesk Web Server
(AWS) and Microsoft Internet Information Services (IIS).
For data management client add-ins, the system requirements are that of the
design application.
Hardware Requirements
The following are minimum, recommended, and preferred requirements for
running Autodesk data management server. If possible, meet the preferred
requirements.
Hardware Requirements | 11
Disk Space Memory Processor
Other Requirements
■ Either a CD or DVD drive is required, depending on which media your
software is delivered.
NOTE If you are upgrading from a previous version of Autodesk data management server,
skip this chapter and go to Upgrade to Autodesk Data Management Server 2009 on
page 37. Important procedures are provided to ensure a successful upgrade.
■ How many different geographical locations will need access to the vault?
■ What other software will be loaded on the same computer as the data
management computer?
■ How are your design teams and design projects are managed?
Knowing the answers to these questions will help choose the proper installation
and system configuration for your data management server.
13
Quick Start
If you wish to jump directly to installation instructions refer to the table below
to determine the best installation configuration for your situation.
System Configuration
Autodesk recommends the server configuration described in this document.
If you believe your system is better suited to a different configuration, we
recommend that you consult with your Autodesk® reseller for a professional
installation, and check the Autodesk Knowledge Base for any additional
information regarding the upgrade.
Server Configurations
There are many ways to set up a vault server and its related clients. The most
robust way is to install the Autodesk data management server on a separate
NOTE A single, dedicated server means that other competing business applications
do not interfere with the operation of the Autodesk data management server.
Other applications known to interfere are Microsoft® Exchange, using the computer
as either an Internet or intranet server, and other data management and document
management systems.
Maintenance Considerations
There are many other ways to configure and install Autodesk data management
server. We recommend the single-server model for the following reasons:
Performance
Unless you have a very fast remote server and network, a single server hosting
a local file store results in the best overall performance. If you have more then
one geographical locations install the data management server at the main
location first. If the performance is poor you can enhance the performance
by using the multisite ability in Autodesk® Productstream®.
Reliability
More complex deployments are possible; however, the more complex the
deployment, the more potential points of failure there are in your data
management solution. The best data management deployment is a streamlined,
efficient configuration on which you can rely for dependable data retrieval
and maintenance.
Server Configurations | 15
■ Multiple design teams
■ A single user
If you install a system that is too small, it can limit functionality or require
reconfiguration in the future. There are several key factors to help you
determine a scenario:
■ Availability of a network
After you choose the appropriate scenario for your situation, continue by
installing and configuring the software components.
■ Two to three design teams that work independently of one another, and
do not share files across teams.
To set up multiple design teams, use multiple instances of the scenario for a
single design team, or install the Autodesk data management server
components on a server separate from the user workstations. Each team
member has the Autodesk Vault client components installed locally.
Server Configurations | 17
Working As a Single User
A single user working in a non-collaborative or isolated environment can
install and run Autodesk data management server components and Autodesk
Vault client components on the same workstation.
Vault Configurations
Depending upon the requirements of your business, you can configure your
system with a single vault, or multiple vaults. The pros and cons of each are
discussed next.
Multiple Vaults
Autodesk data management server can manage multiple vaults. A vault is a
separate storage repository, similar to having multiple hard drives on a
computer. The following section details benefits and downsides of using more
than one vault.
■ To provide training areas where users can feel free to experiment without
interfering with the main vault. It is possible to create a new vault for each
user for training purposes, deleting the extra vaults when they are finished.
Server Configurations | 19
■ To create additional vaults for test purposes, where users can test vault
procedures without affecting the main vault.
BEST PRACTICE Setup the master site and check the performance between the
two sites via the network connection before setting up a multisite environment
with replication.
NOTE It is important to monitor the size of the SQL database files. If you find your
database approaching 2 GB using MSDE or 4 GB using Microsoft SQL Server 2005
Express, you should consider either removing unwanted properties from the system
or plan to upgrade to the full Microsoft SQL Server 2005. Information about
purging old file versions and removing unwanted properties is available in the
ADMS Console Help.
There are two supported methods for upgrading or installing SQL Server for
use with Autodesk data management server:
■ Upgrade from Microsoft SQL Server 2005 Express to full SQL Server 2005.
Both methods can be found in the Advanced Configuration Guide for Autodesk
Data Management Server 2009, accessible on the Autodesk Web site. Both
methods are supported; however, the recommended method is to upgrade
from SQL Server 2005 Express to full SQL Server.
Advanced Configurations
For more information about configuring Autodesk data management server,
see the Advanced Configuration Guide for Autodesk Data Management Server 2009
available in the online knowledge base at www.autodesk.com. The Advanced
Configuration Guide for Autodesk Data Management Server 2009 covers advanced
topics such as:
Advanced Configurations | 21
■ Troubleshooting deployment issues
Server Installation
This section will give step by step instructions for setting up the data
management server on Windows XP, Windows Vista, and Windows server
2003.
Windows XP
This section will explain the recommended steps to install the Autodesk data
management server on a Windows XP workstation. The installation can be
summarized in four major steps.
NOTE If 10 or more users will need access to the vault it is recommended to install
the Autodesk data management server on Windows server 2003
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
may 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 will ensure that the default settings are set
Now that IIS is installed you will need to configure the firewall that is built
into Windows XP.
Windows XP | 23
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
6 Click OK
NOTE If you are not running Windows XP Firewall you can skip this step.
Windows XP | 25
6 The configuration screen allows you to change the location of the SQL
installation, the SQL database location, and the location for the Autodesk
data management server console application.
NOTE It is recommended to 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 on page 75
7 Click Install
Installation
After choosing the data management server hardware. (see Hardware
Requirements on page 11 for recommended specifications), you will need to
load Internet Information Services on this system
3 On the left side of the Programs and Features dialog box select the option
to Turn Windows Features on or off
Windows Vista | 27
6 Turn on the check box for IIS Metabase and IIS 6 configuration
compatibility.
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 you may need to configure the firewall that is built
into Windows Vista
4 In the Windows Firewall dialog box, click the Exceptions tab, and then
click Add Port
Windows Vista | 31
6 Click OK
NOTE If you are not running Windows Vista Firewall you can skip this step.
6 The configuration screen allows you to change the location of the SQL
installation, the SQL database location, and the location for the Autodesk
data management server console application.
7 Click Install
Installation
After choosing the data management server hardware. (see Hardware
Requirements on page 11 for recommended specifications), you will need to
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 will cause the boxes for Enable network
COM+ access and Internet Information Services to be checked as well.
NOTE If IIS is installed and is not being used for any application uninstalling IIs
and reinstalling it will ensure that the default settings are set
Once the IIS is configured you will need to run the installation from the
Autodesk data management server media.
6 The configuration screen allows you to change the location of the SQL
installation, the SQL database location, and the location for the Autodesk
data management server console application.
7 Click Install
Requirements
In this section, hardware and software requirements are listed in the form of
checklists with which you can catalog your current system configuration.
Additionally, a question and answer form is provided to help you assess your
business requirements.
Hardware
The Autodesk® data management products have a server component and can
support many client computers. Determine if the current computers meet the
system requirements for the new release.
Understand the distinction between minimum, recommended, and preferred
configurations. Minimum system requirements are suitable for testing or
evaluation. Strongly consider using hardware that meets the recommended or
preferred requirements for the planned system if you are supporting multiple
users or using the system in production work. See Hardware Requirements on
page 11.
37
Software
If you are planning to use the new version of Autodesk® Vault or Autodesk®
Productstream® with a previous release of a CAD tool, then ensure that your
client software is supported. In general, the data management products support
the current CAD release and the previous CAD release. Check www.autodesk.com
to make sure that your specific CAD tools are supported.
Business Requirements
One of the most important factors in determining how you want to approach
upgrading your data management system is to understand the needs of your
organization.
Question Answer
Testing
After assessing the hardware and software, determine whether you need a test
environment. If you have any unanswered questions, or determine that the
data management system is critical to your business, consider setting up a test
Test Environment
If possible, perform a test upgrade of the data management server on a machine
that is similar to 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 determine compatibility with other applications and environment
settings that your company uses.
Similar CPU, memory, disk space Provides an estimate of how long the mi-
gration might take. Gives insight in to any
migration settings such as time-out values
that need to be changed. Shows other
configuration settings that may require
changes.
Other applications that are installed on the Test for compatibility with various proxy
production server clients, firewalls, anti-virus programs, etc.
Test Environment | 39
Migration
The Autodesk data management server console can migrate a vault from release
5 or 2008 to work with Autodesk data management server 2009. If you
currently have a vault database earlier than release 5, migrate it first to release
5 and then use the server console to migrate it to work with Autodesk data
management server 2009.
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
components listed below. If they do not appear in the Windows Add or Remove
Programs utility, skip the item.
■ 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 Vaults from Autodesk data management server versions 1.0 and 1.3 cannot
be migrated. A vault from Autodesk data management server version 3 or 4 must
be migrated to either version 5 or 2008 before being migrated to version 2009
or higher. An Autodesk Productstream vault cannot be migrated for use with
Autodesk Vault.
When starting the server console the first time, it will ask you if you want to
migrate any vaults it finds.If you Select no you will have to use the following
procedure to migrate any existing vault.
2 The unmigrated vault is indicated with a yellow warning sign. Select the
non-migrated vault.
NOTE The data management clients are not compatible with previous versions of
Autodesk data management server. If you are upgrading to Autodesk Vault 2009
or Autodesk Productstream 2009, all server and client components must be
upgraded.
Operating Systems
43
■ Windows Vista™ Enterprise (32-bit and 64-bit)
Recommended Hardware
NOTE Although the Autodesk data management clients can be installed on the
same computer with Autodesk data management server, it is recommended to
install the server on a dedicated computer.
Before installing
Client Installation
The Autodesk data management clients are available on the product installation
media as well as on the Autodesk Vault 2009 media.
The Autodesk Vault add-in for Microsoft® Office was shipped with your
software and can be used with one or more of the following Microsoft products
as long as they are installed and registered on your machine.
■ PowerPoint® XP/2003/2007
NOTE To install the Autodesk Vault clients, you must have either Microsoft
Windows administrator privileges or power user privileges.
■ Insert the Autodesk design application’s installation media and follow the
instructions for the installation wizard.
■ Insert the application’s installation media and follow the instructions for
installing the software.
2 Double-click setup.exe.
Add-in Integration
If a design application is already on the computer before the clients are
installed, the corresponding add-in clients automatically integrate with the
design applications when they are installed. However, if an application is
installed after the data management clients, go to the Control Panel and
modify the data management application to install the missing add-in.
First Log In
When Autodesk data management 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.
Add-in Integration | 45
NOTE If a user account has already been created for you, log in using your user
name and password.
3 Click OK.
You are logged into the vault.
First Log In | 47
48
Managing Autodesk Data
Management Server 5
This chapter contains the procedures for Autodesk® data management server administration
and management.
■ Vault database
■ File store
NOTE Never directly move, delete, or edit a file in the file store.
49
All database and file store maintenance should be performed using the data
management console. The console is the administrator’s interface for
maintaining the vault file stores and databases. Tasks include backing up and
restoring data, creating new vaults, and purging old data. The administration
utilities in the server console are also available from the command line. You
can use the command line in conjunction with scripts to create custom
schedules and automated maintenance tasks.
NOTE A database consists of an .mdf file and an .ldf file. These two files must be
kept together for a vault to work correctly.
You must log into the server console with a vault account that has been
assigned the Administrator role. In order to perform most vault maintenance,
you must also have SQL administrator privileges. For more information about
vault maintenance, command line options, and SQL administrator privileges,
see the ADMS Console Help.
2 In the Log In dialog box, enter the user name and password for the vault
administrator account.
3 Click OK.
■ Using the Windows Task Scheduler - this process uses the backup tools
included with the server console as part of a standard Windows batch file.
■ Including the backup as part of a tape backup set - this process uses a tape
back up system to back up the vault directly or to use a method similar to
the Windows Task Scheduler.
The preferred and most reliable method for backing up a vault is to integrate
the server console backup tools into your tape backup plan.
With the server console command line options, you can create a script to
automate the backup process. The following script is intended for a default
Autodesk data management server installation. Edit the backup paths and
installation paths as needed.
NOTE The following script is for performing full back ups ONLY. For more
command line options or to create a script for performing incremental back ups,
see the data management server console Help.
NOTE The following settings affect the entire computer. All applications will run
without prompting for administrator approval.
2 In the Run dialog box, enter secpol.msc and then click OK.
3 If you are prompted to allow the security policy application to run. Click
Continue.
4 In the Local Security Policy dialog box, expand Security Settings ➤ Local
Policies ➤ Security Options.
6 In the Properties dialog box, select Elevate without prompting and then
click OK.
8 In the Properties dialog box, select Disable and then click OK.
NOTE We do not recommend using backup software to back up the SQL database
and file store directly. This method increases the difficulty of migrating to a new
release of Autodesk data management server or restoring a vault on a new machine.
In addition, never back up the SQL Server using the "live" backup plug-ins that
are available for major tape backup systems. You must ensure the file store and
SQL data are perfectly in sync with each other. Failure to do so may render your
data unusable.
1 Run the following script before your tape backup job starts:
@ECHO OFF
REM THIS WILL STOP THE WEB SERVER AND "CYCLE" THE SQL SERVER
REM PROVIDING THE BEST RESULTS FOR BACKING UP THE VAULT
IISRESET /STOP
NET STOP MSSQL$AUTODESKVAULT
NET START MSSQL$AUTODESKVAULT
REM START THE BACKUP PROCESS (THIS IS ONE LINE OF TEXT)
“C:\Program Files\Autodesk\Data Management Server 2009\ADMS
Console\Connectivity.ADMSConsole.exe" -Obackup -B"C:\Backup\Vault\A"
-VUadministrator -VP -S
2 Run the following script after your tape backup job completes:
@ECHO OFF
REM DELETE THE BACKUP SET AFTER THE TAPE SET COMPLETES
RMDIR /Q/S C:\Backup\Vault\A"
REM START THE WEB SERVER
2 Restoring a vault deletes the current data sets and file store. This action
cannot be undone. You are prompted for confirmation before proceeding.
Click Yes.
4 In the Restore from directory field, specify the location of the backed up
data. To browse for a location, click ... and locate a directory using the
file browser.
7 Click OK.
NOTE Back up files created from the Autodesk data management server installed
with using Autodesk Productstream cannot be restored to an Autodesk data
management server installed with Autodesk Vault.
■ Last name
■ User name
■ Email address
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
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.
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.
3 To assign roles to a user for the first time, click New User.
5 In the Add Roles dialog box, select one or more roles, and then click OK.
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.
NOTE The Content Center Administrator, Content Center Editor, and Content
Center Reviewer roles are specific to Content Center and should not be altered.
3 To grant a user access to one or more vaults for the first time, click New
User.
5 In the Add Vaults dialog box, select one or more vaults, and then click
OK.
8 In the Add Vaults dialog box, select or cancel the selection of one or more
vaults.
4 In the User Profile dialog box, clear the check box of the Enable User.
5 Click OK.
■ testing purposes so users can become familiar with vault procedures without
affecting the main vault
■ contractors who want to use multiple vaults to isolate data from completely
independent clients who each have separate libraries and shared content
Create a vault
3 Enter a name for the new vault. The name cannot contain certain special
characters.
4 The file store can be located in a default location, or a new location can
be specified. Click OK to create the new vault with the default file store
location or click Select File Store Location to specify a new location and
then click OK.
NOTE The default path for the file store is C:\Documents and Settings\All
Users\Application Data\Autodesk\VaultServer\FileStore. The default path for the file
store on a Windows Visa™ system is C:\Program Data\Autodesk\VaultServer\FileStore.
Deleting Vaults
Vaults that are no longer in use can be deleted. Before deleting any vault, back
up the data.
NOTE Use only the data management server console to move a file store.
■ Vault.mdf
■ Vault_log.ldf
After the vault is detached, you can move the two corresponding files. The
.mdf and .ldf files must be kept together. Attaching a vault reconnects the set
of vault files that were moved to the database engine.
NOTE After re-attaching the database, the Autodesk data management server
user accounts must be edited to have access to the re-attached vault. To avoid
editing the user accounts, back up the database and restore it to a new location.
Detach a vault
1 Ensure that no users are accessing the vault (unless using Productstream).
1 Ensure that no users are accessing the vault (unless using Productstream).
NOTE You must detach all other databases before detaching the master vault.
Attach a vault
3 In the Attach Vault dialog box, enter the name of the data file (.mdf) or
click the browse button to locate the file.
4 Enter the name of the log file (.ldf) or click the browse button to locate
the transaction log file.
5 Enter the name of the file store or click the browse button to locate the
file store.
7 Click OK.
For more information on detaching and attaching vaults, see the Autodesk
Vault Help or visit the Autodesk Web site at www.autodesk.com, and search for
support document TS81609.
■ The latest version cannot be purged. To remove a file and all of its versions
from a vault, use Delete.
3 In the Vault Version Purge dialog box, turn on the check box next to
each of the selection rules to determine the data to be purged:
Versions except lat- Specify how many file versions to leave in the vault.
est
Versions older than Specify how old the files to purge should be.
days
Exclude versions Enter a text string contained within the Comments
where comment field of the files in the vault. Any files containing
contains this string will be excluded from the purge process.
4 Click OK.
■ Add new properties to the vault that were previously unknown to the
system.
■ Remove unwanted properties from the vault that are no longer needed,
in turn saving space in the SQL Sever database.
■ AutoCAD®.dwg
■ Autodesk®Inventor™
■ Microsoft® Office
NOTE Some iFilters create actual properties that are searchable and can be
displayed as columns in the vault. Others only index file contents which are
searchable, but cannot be displayed as a column. For more information on
searching file contents, see the next section Full Content Indexing on page 67.
3 In the Content Indexing Service dialog box, select Yes, enable Content
Indexing Service.
When you enable the full content indexing for a vault, a new catalog is created
in the Index Server prefixed with ADSK. This is the repository for indexed
contents.
The Microsoft Indexing Service is implemented as a shared server. There is no
degraded performance with check-in times, nor will the database size increase.
However, a full content search will take slightly longer to return results when
compared to a more simple property based search.
NOTE The server console manages the Indexing Service under normal operation.
Create a library
1 In the server console, select the Libraries folder in the navigation pane.
6 Click OK.
Delete a library
1 In the server console, select a library you want to delete in the navigation
pane.
3 Click OK.
Attaching Libraries
Use Attach to make a Content Center library available on the server from a
pair of existing .mdf and .ldf data files already on the computer.
Attaching a library
3 Click the browse button, and locate the .mdf file you want to attach. The
.ldf file will automatically be attached.
5 Click OK.
Detaching Libraries
Detaching a library removes a Content Center library from the list of available
libraries in the server console. Detach does not delete its data files (MDF and
LDF) from the server. The data files can be re-attached and made available at
a later time using the Attach command, or can be manually copied to another
location, for example, to be backed up, or moved to another machine.
3 Click the browse button, and locate the .mdf file you want to detach.
4 Click OK.
Exporting Libraries
Export copies a set of library files (.mdf and .ldf) that are in the server console
to a specified location. You can specify a folder on the same machine, or a
location available on the network.
Export a library
1 In the server console navigation pane, select a library you want to export.
3 In the Browse for Folder dialog box, specify the location you want to
export the .mdf file to, and click OK.
Importing Libraries
Import copies library files (a pair of MDF and LDF files) into the standard SQL
Server data files directory, and then performs an attach operation to register
them with SQL Server and make them available as a Content Center Library.
For example, use Import to copy library files from a 3rd party supplier to the
Content Center Library you are administrating
Import a library
1 In the server console navigation pane, select a library you want to import.
3 In the Browse for Folder dialog box, locate the .mdf file you want to
export, and click OK.
Library Status
Right-click on a library in the browser and select Read-Only to toggle the status
of a library to be marked as Read-Only or Read-Write. You cannot change the
status of a default read-only libraries installed with Autodesk Inventor.
To create Content Center library user accounts in the data management server
console
4 In the New User dialog box, enter the desired information for the user.
Click the Roles button to assign the user a Content Center role.
6 Click Vaults to assign the user to a vault. You must assign a user to a vault
even if you are not using Autodesk Vault Explorer. This is required in
order to log into the Autodesk data management server in Autodesk
Inventor to access the Content Center libraries.
8 Click OK.
As a first step to learning to use Autodesk Vault, refer to the tutorials that are
included in with the Autodesk Vault Help. There is a tutorial for each of the
design application add-ins. These tutorials are accessible from the respective
Help menus in the design application.
More online information about Autodesk Data Management Server and client
applications:
Getting Training
Be more productive with Autodesk software. Get trained at an Autodesk
Authorized Training Center (ATC) with hands-on, instructor-led classes to
help you get the most from your Autodesk products. Enhance your productivity
with proven training from over 1,400 ATC sites in more than 75 countries.
For more information about Autodesk Authorized Training Centers, contact
[email protected] or visit the online ATC locator at
www.autodesk.com/atc.
75
The second method is to set up a main site with the database and main filestore
located on the same server. The main site should be the site with the most
users and where the most design work is being done.
NOTE Setting up the main site first and attempting to access the main set remotely
may provide satisfactory performance for some users. It is recommended to set
up the main site and expanding to a multiple site after.
■ Network reliability
■ Network latency and Bandwidth between sites. (Should be low latency and
high bandwidth.)
NOTE For more detailed information see the white paper on Productstream
multiple site guide lines at www.autodesk.com/vault-whitepapers .
Pre-Install Checklist
If you have read the information above and have decided to set up a multiple
site environment then before you get started go through the following check
list.
■ Do all remote sites have the software? Is the software copied on the server?
Is there a DVD drive on server?
■ Do you have access to an Administrator for all sites? Do you have remote
login from main site to each remote sites?
■ Do all remote sites have a latest copy of the filestore via a backup package
(for existing ADMS customers)?
Pre-Install Checklist | 77
NOTE In a multiple site environment, a remote SQL instance is required for remote
sites to access.
If you are installing Autodesk Product stream for the first time please refer to
Server Installation on page 22
2 In the SQL Server Configuration Manager dialog box, expand SQL Server
2005 Network Configuration and then select Protocols for
AUTODESKVAULT.
6 In the SQL Server Surface Area Configuration dialog box, select Surface
Area Configuration for Services and Connections.
15 In the SQL Server Browser Properties (Local Computer) dialog box, change
the startup type to be Automatic and then click OK.
2 Right-click the new folder and then select Sharing and Security.
5 In the Comment field, enter Shared network folder for Autodesk Productstream.
7 In the Permissions dialog box, click Add. Add the user account under
which ADMS is running. By default, this 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.
3 From the Select the Products to Install page, select Autodesk data
management server 2009 and then click Next.
NOTE You can install the data management clients on the server as well, but
it is not a requirement.
NOTE Do not include \\ in front of the server name. A SQL instance named
'AUTODESKVAULT' must exist at the specified location.
NOTE Both the user account under which the Autodesk data management
server is running as well as the user account under which the SQL instance
is operating need full control access to the shared network folder.
10 Click Install.
NOTE Once the server is installed, repeat this process for each additional
site.
Managing Sites
Sites are managed and maintained using the server console. For more
information and additional site management features, see the server console
Help.
■ Server Name
■ Description
■ Vault Name
■ Vault Status
■ Replication Type
■ Last Replication
■ Next Replication
■ Site Status
2 Right-click the Description field for the site and then select Edit
Description.
3 In the Description dialog box, enter a new description for the site and
then click OK.
Replicate Data
Replicating data at a site compares the local file store to the file store at each
other site and retrieves any missing files from the other sites. Once replicated,
a file and its history are available at the replicated site. Individual vaults can
be replicated, or all of the enabled vaults on a site can be replicated. Replication
can also be scheduled.
NOTE The Replication command synchronizes data only at the site at which it is
initiated. Each site is responsible for its own replication.
■ Frequency – Specify a start time and then select how often the
replication is performed.
■ Click OK.
Key Terms
Term Definition
Operating System The software that the rest of the software depends on to make
the computer functional. On most PCs this is Microsoft® Win-
dows® or the Mac OS®.
Disk Defragmentation A utility included with the Windows operating system that co-
alesces files on the hard drive, freeing up disk space.
Anti-virus Program A program that searches for viruses and removes any virus that
it finds.
Proxy Server Existing between a client Web browser and a real server, a
computer that caches common and often requested Web pages
and holds them for easier access by users.
87
Term Definition
Operating System
A dedicated server operating system such as Windows server™ 2003 is preferable
to workstation operating systems such as Windows XP Professional or
multi-purpose server operating systems such as Microsoft Windows Small
Business Server 2003.
Server Memory
In order to determine whether the server has enough available memory, some
key factors must be considered: the size of your data and the number of users
concurrently accessing the Vault server. If Productstream is being used, the
number of users concurrently accessing the Item Master should be considered
as well.
Server Memory | 89
Initial memory usage by Autodesk Data Management Server.
In general, SQL Server memory will grow over time. This is because the database
server is using memory as fast cache buffers for frequently used queries. As
other programs request memory on the server, SQL Server releases memory
as needed. Similarly, the IIS worker process (w3wp.exe in Windows 2003 server)
reserves memory for caching as well. When the system starts running low on
physical memory, the operating system reclaims some of this memory. In
general, unless you have a large site with many users or large models, this will
not need to be changed.
Disk Performance
Using multiple disks will generally enhance system performance. There are
many types of disk technologies available, such as the Redundant Array of
Inexpensive Disks (RAID). Choosing which type of disk technologies depends
on the number of users, vault size, frequency of updates, and so on.
Disk Performance | 91
Disk fragmentation can also greatly affect Autodesk data management server
performance. Most Windows editions provide a disk tool that measures how
the files on your computer are stored on disk.
Disk Performance | 93
Aggressive Anti-virus Programs
Some types of Anti-virus programs scan data coming from the network and
data being written to the file store. If your anti-virus software appears to be
engaged for too long on vault operations, such as uploads, adjusting the
scanner settings may help.
There is, of course, a trade-off between security and performance. Because of
this, performing some test cases and benchmarks on your own data and server
is recommended.
CPU
Faster or multiple CPUs can improve vault performance, but this is typically
a more expensive option than the others and should mainly be considered
after the other areas have been reviewed.
Network Configuration
Autodesk data management server generally performs better when clients are
directly connected to them. Certain types of web setups which use proxy
servers or other similar Internet setups are usually of limited value in intranet
setups. Bypassing the proxy server for addresses inside your corporate network
is therefore recommended.
3 In the Local Area Network (LAN) Settings dialog box, if the option Use a
proxy server for your LAN is selected, it means a proxy server is located
in your environment. Consider enabling the Bypass proxy server for local
addresses by clicking this option.
You can also explicitly enter your server's Internet Protocol (IP) address
in the bypass column.
1 In the Local Area Network (LAN) Settings dialog box, if a proxy server is
specified in the Proxy server section. Click the Advanced button.
2 In the Proxy Settings dialog box enter your vault server address in the
Exceptions field.
Client Settings
Certain settings within the client application can affect performance not only
in the client, but in the Vault add-ins as well.
Memory
Add-ins for design applications will consume additional memory. They amount
of memory they consume is typically small. But, in certain circumstances, it
makes sense to review the memory usage on the client. The most common
Client Settings | 97
problems occur when the original client CAD model uses the majority of the
computer's available memory before introducing a vault into the workflow.
Please refer to the Server Memory on page 88 section for additional instructions
on how to review the memory usage on your systems.
Disk Performance
Like the server, client computers can suffer from disk fragmentation as well.
The concept of analyzing disk fragmentation is the same for both clients and
servers.
Key Terms
Key Terms Definition
Autodesk data management server The server used in conjunction with Au-
todesk® Vault, Autodesk® Productstream®,
and Content Center for storing files and
version data.
99
Server Diagnostics Tool
The Autodesk Server Diagnostics Tool is a collection of tests that can help
determine why a vault installation is not working properly. Changes to the
server machine configuration over time can interfere with the Autodesk data
management server. The Autodesk Server Diagnostics Tool performs a series
of tests to identify possible Autodesk data management server problems and
compiles system information to help diagnose the problem.
When Checking, all the results of the diagnostic tests are displayed in a
list indicating which of the checks have passed successfully, have
generated a warning, or have failed.
■ If any of the checks fail, click the link displayed under the Action
Required list to learn more about the error.
3 When the diagnostics are complete, click Close and then click Open Log
Files to open the directory containing the log files.
■ In the Review Your Results list, click the error information under the Action
Required list. It is linked to the corresponding pages of Autodesk data
management server installation help.
■ In the Diagnostics Tool dialog box, click Open Log File. The EDMLog
directory containing all of the log files is opened. Select a log file to open.
■ Once you run the diagnostic checks, click View Log File to display the
diagnostic log file.
Should it be necessary to seek assistance, you can forward log files to your IT
personnel or to Autodesk Technical Support.
5 Click Allow.
Solution
5 Click Allow.
Solution
3 Enter IISRESET
Solution
This error may occur when the installation attempts to add performance
counters for the data management server.
3 Verify that you can add performance counters to the list to be monitored.
An inability to add performance counters indicates that system files have been
corrupted.
6 Change the Data Values of the Last Counter and Last Help keys so that
they are the same as in the system registry of the working computer.
Solution
Refer to the following Microsoft Knowledge Base
article:http://support.microsoft.com/kb/894435/en-us
Advanced Troubleshooting
Additional troubleshooting resources for the Autodesk data management
system can be found online. They include a searchable Knowledge Base
available on the Autodesk support page. You can access the Autodesk
Knowledge Base online at www.autodesk.com.
Index | 107