0% found this document useful (0 votes)
107 views113 pages

ADMS 2009 ImplementationGuide

Autodesk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
107 views113 pages

ADMS 2009 ImplementationGuide

Autodesk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 113

Autodesk Data Management Server 2009

Implementation Guide

Part No. 463A1-050000-PM01A January 2008


© 2008 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be
reproduced in any form, by any method, for any purpose.

Certain materials included in this publication are reprinted with the permission of the copyright holder.

Trademarks
The following are registered trademarks or trademarks of Autodesk, Inc., in the USA and other countries: 3DEC (design/logo), 3December,
3December.com, 3ds Max, ActiveShapes, Actrix, ADI, Alias, Alias (swirl design/logo), AliasStudio, Alias|Wavefront (design/logo), ATC, AUGI,
AutoCAD, AutoCAD Learning Assistance, AutoCAD LT, AutoCAD Simulator, AutoCAD SQL Extension, AutoCAD SQL Interface, Autodesk, Autodesk
Envision, Autodesk Insight, Autodesk Intent, Autodesk Inventor, Autodesk Map, Autodesk MapGuide, Autodesk Streamline, AutoLISP, AutoSnap,
AutoSketch, AutoTrack, Backdraft, Built with ObjectARX (logo), Burn, Buzzsaw, CAiCE, Can You Imagine, Character Studio, Cinestream, Civil
3D, Cleaner, Cleaner Central, ClearScale, Colour Warper, Combustion, Communication Specification, Constructware, Content Explorer,
Create>what's>Next> (design/logo), Dancing Baby (image), DesignCenter, Design Doctor, Designer's Toolkit, DesignKids, DesignProf, DesignServer,
DesignStudio, Design|Studio (design/logo), Design Your World, Design Your World (design/logo), DWF, DWG, DWG (logo), DWG TrueConvert,
DWG TrueView, DXF, EditDV, Education by Design, Exposure, Extending the Design Team, FBX, Filmbox, FMDesktop, Freewheel, GDX Driver,
Gmax, Heads-up Design, Heidi, HOOPS, HumanIK, i-drop, iMOUT, Incinerator, IntroDV, Inventor, Inventor LT, Kaydara, Kaydara (design/logo),
LocationLogic, Lustre, Maya, Mechanical Desktop, MotionBuilder, Mudbox, NavisWorks, ObjectARX, ObjectDBX, Open Reality, Opticore,
Opticore Opus, PolarSnap, PortfolioWall, Powered with Autodesk Technology, Productstream, ProjectPoint, ProMaterials, Reactor, RealDWG,
Real-time Roto, Recognize, Render Queue, Reveal, Revit, Showcase, ShowMotion, SketchBook, SteeringWheels, StudioTools, Topobase, Toxik,
ViewCube, Visual, Visual Bridge, Visual Construction, Visual Drainage, Visual Hydro, Visual Landscape, Visual Roads, Visual Survey, Visual Syllabus,
Visual Toolbox, Visual Tugboat, Visual LISP, Voice Reality, Volo, Wiretap, and WiretapCentral

The following are registered trademarks or trademarks of Autodesk Canada Co. in the USA and/or Canada and other countries: Backburner,
Discreet, Fire, Flame, Flint, Frost, Inferno, Multi-Master Editing, River, Smoke, Sparks, Stone, and Wire

All other brand names, product names or trademarks belong to their respective holders.

Disclaimer
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 Mclnnis Parkway
San Rafael, CA 94903, USA
Contents

Chapter 1 Introduction and System Requirements . . . . . . . . . . . . . . 1


Book Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Conventions Used In This Book . . . . . . . . . . . . . . . . . . . . . . 2
Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Understanding Vault Architecture . . . . . . . . . . . . . . . . . . . . . 4
Autodesk Data Management Server . . . . . . . . . . . . . . . . . . . . 5
Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
File Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Autodesk Vault Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Autodesk Vault Explorer . . . . . . . . . . . . . . . . . . . . . . . 7
Autodesk Vault Add-ins for Design Applications . . . . . . . . . . 7
Microsoft Office Add-in . . . . . . . . . . . . . . . . . . . . . . . 8
Content Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Autodesk Data Management Utilities . . . . . . . . . . . . . . . . . . . 8
Server Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Autodesk Server Diagnostic Tool . . . . . . . . . . . . . . . . . . . 8
Autodesk Autoloader . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 9
Operating System Requirements . . . . . . . . . . . . . . . . . . 10
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . 11
Other Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 12

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

Chapter 3 Upgrade to Autodesk Data Management Server 2009 . . . . . . 37


Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Business Requirements . . . . . . . . . . . . . . . . . . . . . . . 38
Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Test Environment . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Before You Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Uninstall Components . . . . . . . . . . . . . . . . . . . . . . . 40
Install Autodesk Data Management Server 2009 . . . . . . . . . . . . . 41

Chapter 4 Installing Autodesk Data Management Clients . . . . . . . . . . 43


Data Management Client Requirements . . . . . . . . . . . . . . . . . 43
Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Add-in Integration . . . . . . . . . . . . . . . . . . . . . . . . . 45
First Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Chapter 5 Managing Autodesk Data Management Server . . . . . . . . . 49


About Autodesk Data Management Console . . . . . . . . . . . . . . . 49
Performing Vault Maintenance . . . . . . . . . . . . . . . . . . . . . . 50

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

Chapter 6 Setting Up Multiple Site Environments . . . . . . . . . . . . . . 75


What is a Multiple Site Environment . . . . . . . . . . . . . . . . . . . 75
Is Multiple Site Environment Right for You . . . . . . . . . . . . . . . 76
Pre-Install Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Install ADMS on the First Site . . . . . . . . . . . . . . . . . . . . . . . 77
Configure Microsoft SQL Server 2005 for Remote Access . . . . . . . . 78
Create Shared Network Folders . . . . . . . . . . . . . . . . . . . . . . 81
Install ADMS on Additional Sites . . . . . . . . . . . . . . . . . . . . . 83
Managing Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Change Descriptions of Sites . . . . . . . . . . . . . . . . . . . . 85

Contents | v
Replicate Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Appendix A Performance Tuning . . . . . . . . . . . . . . . . . . . . . . . 87


Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Tuning Server Performance . . . . . . . . . . . . . . . . . . . . . . . . 88
Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Server Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Disk Performance . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Aggressive Anti-virus Programs . . . . . . . . . . . . . . . . . . . 94
CPU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Vault Client Performance . . . . . . . . . . . . . . . . . . . . . . . . . 95
Network Configuration . . . . . . . . . . . . . . . . . . . . . . . 95
Client Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Disk Performance . . . . . . . . . . . . . . . . . . . . . . . . . . 98

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.

NOTE We recommend that you contact your reseller to perform a professional


implementation of the Autodesk data management server if you have any questions
about this document.

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

Files or Paths C:\Program Files\

World Wide Web Links www.autodesk.com

Important Information Note Additional information

Program or Script Code @ECHO OFF

User Prompts User Name

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

2 | Chapter 1 Introduction and System Requirements


Key Terms
Term Definition

Data management server The server used in conjunction with Au-


todesk Vault, Autodesk Productstream, and
Content Center for storing files and version
data.

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.

Clients Applications that access the Autodesk data


management server. These include stand
alone applications such as Autodesk Vault
Explorer and Autodesk Productstream as
well as integrated application add-ins such
as Autodesk Vault for Inventor, or Au-
todesk Vault for Microsoft® Office.

Data management A means to organize and track files and


design modifications through the design
process.

Autodesk Vault Explorer 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

Microsoft® Internet Information Services A Microsoft® Web server necessary for do-
(IIS) ing a full implementation of the Autodesk
data management server.

Vault The logical combination of a vault database


and a vault file store that contains all of the
information managed by Autodesk Vault.

Key Terms | 3
Term Definition

Each installation of Autodesk Vault can


maintain several independent vaults. A
single client can connect to several differ-
ent vaults, but not simultaneously.

ADMS Console An application that performs vault system


administrative tasks, such as data back up
and restore.

Web Server A server process running on the Autodesk


data management server that responds to
requests from vault clients.

Web service An Application Programming Interface for


a client to communicate with a web server
application, such as the Autodesk data
management server.

Understanding Vault Architecture


Two primary components make up the data management server and vault
clients. The following figure illustrates the basic configuration of the
components.

4 | Chapter 1 Introduction and System Requirements


Autodesk Data Management Server
Autodesk data management server is the server that works in conjunction
with Autodesk data management solutions: Autodesk Vault, Autodesk
Productstream, and Content Center libraries. It tracks all of the files, Bill of
Material data, and properties while managing users and permissions. There
are three key components to the server:

■ Web server

■ Database server

■ File store

The server contains a single database instance that hosts both vaults and
Content Center libraries.

Autodesk Data Management Server | 5


Web Server
There are two different Web servers supported by the Autodesk data
management server:

■ Microsoft Internet Information Services (IIS)

■ Autodesk web server

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

6 | Chapter 1 Introduction and System Requirements


be upgraded any time after the Autodesk data management server components
have been installed. The SQL server can be upgraded to:

■ Microsoft SQL Server 2005 Enterprise

■ Microsoft SQL Server 2005 Workgroup

■ Microsoft SQL Server 2005 Standard

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.

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.
An example is the Inventor add-in. When data is added to a vault using the
Inventor add-in, the add-in preserves all of the complex relationships that are
created by assemblies, drawings, presentations, and other files.

Autodesk Vault Explorer


Vault Explorer 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.

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.

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.

Autodesk Data Management Utilities


The Autodesk data management server utilities are used to perform
maintenance, diagnostics, and batch file uploading.

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.

Autodesk Server Diagnostic Tool


The Autodesk Server Diagnostics Tool performs a set of checks to identify
possible Autodesk server issues and gathers system information to help
diagnose the problem.

8 | Chapter 1 Introduction and System Requirements


Autodesk Autoloader
Autodesk® Autoloader uploads Autodesk Inventor projects, Inventor files, and
AutoCAD® .dwg files to a vault located on an Autodesk data management
server. Use Autoloader to move large Inventor projects into a vault or to bulk
upload large numbers of .dwg files. Legacy Inventor projects from Inventor
5.3 and newer can be uploaded using Autoloader.

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.

If a compatible local SQL database is detected during installation, you can


chose to connect to that instance. 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, 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.

Operating System (32-Bit) Ser- 64- AWS IIS


vice bit
Pack

Windows® XP Home SP2 •

Windows® XP Professional SP2 • • •

NOTE Limited to a maximum of 10 concurrent connections

Operating System (32-Bit) Ser- 64- AWS IIS


vice bit
Pack

Windows® Vista™ Ultimate • • •

Windows® Vista™ Enterprise • • •

Windows® Vista™ Business • • •

Windows® Vista™ Home Premium • •

Windows® Vista™ Home Basic • •

NOTE Limited to a maximum of 10 concurrent requests (data management


queries). Windows Vista Home additions only allow 3 concurrent requests. Windows
Vista Home additions should not be used as a data management server for more
then one user.

10 | Chapter 1 Introduction and System Requirements


Operating System (32-Bit) Ser- 64- AWS IIS
vice bit
Pack

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 •

NOTE For Best performance on servers, we recommend a dedicated member


(non-domain controller) server

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.

Disk Space Memory Processor

Minimum 60 GB 1 GB Intel® Pentium® 4,


Intel® Xeon® AMD
Athlon® 64 /
Opteron, 2.0GHz

Hardware Requirements | 11
Disk Space Memory Processor

Recommended 120 GB 2 GB Intel Pentium 4, In-


tel Xeon AMD
Athlon 64 /
Opteron, 3.0GHz

Preferred 500 GB 4 GB Intel Pentium 4, In-


tel Xeon AMD
Athlon 64 /
Opteron, 3.0GHz

Other Requirements
■ Either a CD or DVD drive is required, depending on which media your
software is delivered.

■ Operating Systems installation media.

■ Internet connection for Web downloads and Subscription Aware access.

■ Microsoft Internet Explorer® 6 SP1 or later.

■ We recommend settings that allow Microsoft Windows to manage virtual


memory as needed. There should always be at least twice as much free
hard disk space as system memory.

12 | Chapter 1 Introduction and System Requirements


Installing Autodesk Data
Management Solutions 2
If you are installing Autodesk® data management server for the first time, follow the procedures
in this chapter to prepare for the installation. There are several factors to consider when
determining the configuration of the system as well as important recommendations to help
ensure a successful deployment.

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.

Before You Start


Before installing the Autodesk data management server, you must ask yourself
a few questions.

■ How many users will need access to the vault?

■ 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 you will manage server maintenance?

■ 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.

Number of Users Recommended Oper- Recommended Web Server


ating System

One Windows® XP Autodesk® Web server (See Server


installation for Windows XP)

One Windows Vista™ Autodesk Web server (See Server


installation for Windows Vista)

2-10 Windows server™ 2003 Internet Information Services (IIS)


(See Server Installation for Win-
dows Server 2003

10 + Windows server 2003 Internet Information Services (IIS)


See Server Installation for Win-
dows Server 2003

NOTE Consider Upgrading SQL


2005 Express to Full SQL 2005

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

14 | Chapter 2 Installing Autodesk Data Management Solutions


computer dedicated to the server and allow the appropriate clients to
communicate with the server.

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.

Determining Vault Configurations


Before installing Autodesk® Vault, determine the installation scenario best
suited for your company. Examples of scenarios are:

■ A single design team

Server Configurations | 15
■ Multiple design teams

■ A single user

■ Multiple remote sites sharing data

NOTE For more information on setting up a environment comprised of more than


one site, see Setting Up Multiple Site Environments on page 75.

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:

■ Number of users in design team

■ Number of design teams

■ Availability of a network

■ Availability of a server separate from user workstations

■ Need to centrally administer vaults

After you choose the appropriate scenario for your situation, continue by
installing and configuring the software components.

Working with Design Teams


When two or more users are actively sharing files on a design project, they
constitute a design team. Designate a team member as the project leader. The
team leader is responsible for the initial setup of the vault.

Key characteristics of a design team configuration:

■ Network required (Windows file sharing capabilities, no domain required).

■ A separate server is recommended for optimal performance, although one


of the user computers can be used.

■ Autodesk data management server components can reside on a Windows


server operating system or on a Windows desktop operating system.

16 | Chapter 2 Installing Autodesk Data Management Solutions


Key Characteristics of a multiple design team configuration:

■ Two to three design teams that work independently of one another, and
do not share files across teams.

■ Network required (Windows file sharing capabilities, no domain required).

■ A separate server is recommended for optimal performance. Installation


of Autodesk® Inventor™ is not required on the server.

■ Autodesk data management server components reside on a Windows server


operating system.

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.

NOTE When working in a single user environment, it is not necessary to have


Microsoft® Internet Information Services (IIS) installed. You can use the Autodesk
Web Service included on the installation DVD/CD.

18 | Chapter 2 Installing Autodesk Data Management Solutions


Key characteristics of a single user configuration:

■ Single user (or multiple single users).

■ Network not required.

■ Separate server not required.

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.

NOTE Using a single vault is the recommended method.

Single Vault Configuration


A vault is created automatically when Autodesk data management server is
installed. Typically, use a single master vault for holding all of the design data
for a design team, since data and folder mappings cannot be shared across
vaults.

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.

Multiple Vault Advantages


You might choose to create additional vaults for the following purposes:

■ 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.

■ To create a separate vault for each customer, isolating data such as


templates, standards, and project information for clients who each have
separate libraries and shared content.

■ To support different departments or individual teams working separate


projects that do not need to share data.

Multiple Vault Disadvantages


The most important thing to remember when working with multiple vaults
is that the data is completely separate and can never be merged. The only way
to combine two or more vaults is to remove data from one vault and manually
add it to the other, resolving any conflicts that may occur.

Multiple Remote Sites


Using Autodesk Productstream multiple remote sites can be configured to
access the same vault data. This allows client applications located anywhere
in the world to share the same vaults.

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 For more information on installing Autodesk Productstream and setting up


an environment comprised of more than one site, see Setting Up Multiple Site
Environments on page 75.

SQL Server Upgrade


If you are currently using a previous version of MSDE in conjunction with
Autodesk data management server, you should consider upgrading to either
Microsoft® SQL Server 2005 Express or the full version of Microsoft SQL Server
2005. By upgrading from MSDE to a newer version of the SQL server, you
eliminate the 10 user limit and increase the maximum database file size
limitation of 2GB.

20 | Chapter 2 Installing Autodesk Data Management Solutions


Consider upgrading to the full version of Microsoft SQL Server 2005 if you
are using Microsoft SQL Server 2005 Express and the combined file size of the
database files (.mdf and .ldf) for any single vault on the ADMS is approaching
4 GB.

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.

■ Install Autodesk data management server on an existing AUTODESKVAULT


SQL instance.

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:

■ Upgrading from Autodesk Web Server to IIS

■ Managing a remote file store

■ Changing settings in configuration files

■ Operating Vault on an existing SQL server instance

■ Upgrading MSDE to full SQL server

■ Running Vault with SSL

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.

1 Choose the data management server hardware.

2 Load Internet Information Services (IIS)

3 Configure Windows XP SP2 Firewall

4 Run the data management server installation.

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

What You will Need


You will need the following items before you start.

■ Autodesk data management installation media

■ Windows XP installation media

■ Administrator rights to the computer your installing the data management


server on.

22 | Chapter 2 Installing Autodesk Data Management Solutions


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

2 From the Control Panel double click Add or Remove Programs

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.

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

2 From the Control Panel double click Security Center

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

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

24 | Chapter 2 Installing Autodesk Data Management Solutions


Name: Vault
Port: 80
Ensure TCP is checked

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 you


will need to run the installation from the Autodesk data management server
media.

1 Insert the Installation media and double-click the setup.exe

2 Choose Install Products.

3 Choose Autodesk Vault 2009 (Server).

4 Accept the License Agreement.

5 Fill in your user information.

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

8 The installation will perform a series of installation pre-checks if your


system does not pass the installation prechecks a dialog will appear
displaying failures and warnings. Use the installation help and
information in Troubleshooting on page 99

26 | Chapter 2 Installing Autodesk Data Management Solutions


Windows Vista
This section will explain the recommended steps to install the Autodesk data
management 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 will Need


You will need the following items before you start.

■ Autodesk data management 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 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

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


6 Management Compatibility.

Windows Vista | 27
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

28 | Chapter 2 Installing Autodesk Data Management Solutions


Windows Vista | 29
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 may need to configure the firewall that is built
into Windows Vista

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

2 From 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.

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

30 | Chapter 2 Installing Autodesk Data Management Solutions


5 In the Add a Port dialog box, Enter the following information.
Name: VaultPort: 80
Ensure TCP is checked

Windows Vista | 31
6 Click OK

NOTE If you are not running Windows Vista Firewall you can skip this step.

Once the firewall is configured to allow Vault to communicate properly you


will need to run the installation from the Autodesk data management server
media.

1 Insert the Installation media and double-click the setup.exe

2 Choose Install Products.

3 Choose Autodesk Vault 2009 (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, the SQL database location, and the location for the Autodesk
data management server console application.

32 | Chapter 2 Installing Autodesk Data Management Solutions


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

8 The installation will perform a series of installation pre-checks if your


system does not pass the installation prechecks a dialog will appear
displaying failures and warnings. Use the installation help and
information in Troubleshooting on page 99

Windows Server 2003


This section will explain the recommended steps to install the Autodesk data
management 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

Windows Server 2003 | 33


3 Run the data management server installation.

What You will Need


You will need the following items before you start.

■ Autodesk data management installation media

■ Windows 2003 Server 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 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.

34 | Chapter 2 Installing Autodesk Data Management Solutions


5 Next button. You may 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 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.

1 Insert the Installation media and double-click the setup.exe

2 Choose Install Products.

3 Choose Autodesk Vault 2009 (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, the SQL database location, and the location for the Autodesk
data management server console application.

Windows Server 2003 | 35


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

8 The installation will perform a series of installation pre-checks if your


system does not pass the installation prechecks a dialog will appear
displaying failures and warnings. Use the installation help and
information in Troubleshooting on page 99

36 | Chapter 2 Installing Autodesk Data Management Solutions


Upgrade to Autodesk
Data Management
Server 2009
3
One of the first steps to a successful deployment is to assess your organization's needs and
ability to move to the next version. The checklists provide a starting point of some of the
major areas that you should consider before moving to a new release.

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

Is the data in your vault critical to your or-


ganization?

How long can you wait until the system is


upgraded and available? Hours? Days?

Are you rolling out any other software up-


grades to your organization along with
Autodesk Vault or Autodesk Product-
stream?

Will you need to migrate any data that is


already in a vault to a newer file format?
(NOTE: This is different from migrating a
vault itself)

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

38 | Chapter 3 Upgrade to Autodesk Data Management Server 2009


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 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.

Test Machine Settings Benefits

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.

Database Test machines that need to access a vault


that is 2GB or more will also need to have
a similar version of full Microsoft® SQL
server installed.

Other applications that are installed on the Test for compatibility with various proxy
production server clients, firewalls, anti-virus programs, etc.

Operating System, Service Packs, firewalls, Compatibility testing.


etc.

Microsoft® Windows® Administration set- Check for compatibility with Windows


tings Domain policies, login scripts, permissions
and other settings.

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.

Before You Upgrade


When upgrading from a previous version of Autodesk data management server
2009, first back up your data and then uninstall and delete the components
described in this section.
These are the steps required to completely remove Autodesk data management
server 2008. Always create a backup of your vault data before uninstalling. Be
careful to follow the steps outlined below 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
components listed below. If they do not appear in the Windows Add or Remove
Programs utility, skip the item.

■ Autodesk data management 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.

40 | Chapter 3 Upgrade to Autodesk Data Management Server 2009


Install Autodesk Data Management Server
2009
Once you have backed up the vault and library data, restored the backup on
a test environment to verify it works, and removed previous versions of the
Autodesk data management server and clients, you can install Autodesk data
management server 2009. See Installing Autodesk Data Management Solutions
on page 13 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 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.

Migrate existing vault data

1 From the Windows Start menu, select Programs ➤ Autodesk ➤ Autodesk


Data Management ➤ ADMS Console.

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.

Install Autodesk Data Management Server 2009 | 41


42
Installing Autodesk Data
Management Clients 4
The Autodesk data management clients include the integrated add-ins for applications such
as Autodesk® Inventor™ and AutoCAD®, as well as the stand-alone clients Autodesk® Vault
Explorer and Autodesk® Productstream®. 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 in conjunction 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 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

■ Windows® XP Home (SP2)

■ Windows® XP Professional (SP2)

■ Windows Vista™ Ultimate (32-bit and 64-bit)

43
■ Windows Vista™ Enterprise (32-bit and 64-bit)

■ Windows Vista™ Business (32-bit and 64-bit)

■ Windows Vista™ Home Premium (32-bit and 64-bit)

■ Windows Vista™ Home Basic (32-bit and 64-bit)

■ Windows XP Professional x64 Edition

Recommended Hardware

■ Intel®Pentium® 4, Intel®Xeon®, ADM Athlon™ 1GHz

■ 1Gb memory or higher

■ 500Mb disk space

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

■ Close all Autodesk and Microsoft applications prior to installation.

■ Disable any virus scanning software prior to installing.

■ Previous versions of clients are not compatible with Autodesk data


management server 2009. Installing Autodesk data management server
2009 requires that all clients are upgraded to version 2009.

■ The recommended screen resolution is 1024x768 or higher. Large font


settings in lower screen resolution settings may affect clarity of dialogs.

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.

■ Microsoft® Word XP/2003/2007

44 | Chapter 4 Installing Autodesk Data Management Clients


■ Excel® XP/2003/2007

■ PowerPoint® XP/2003/2007

NOTE To install the Autodesk Vault clients, you must have either Microsoft
Windows administrator privileges or power user privileges.

Installing the clients for an Autodesk design application

■ Insert the Autodesk design application’s installation media and follow the
instructions for the installation wizard.

Installing the clients for a non-Autodesk design application

■ Insert the application’s installation media and follow the instructions for
installing the software.

Installing clients from the Autodesk Vault 2009 Media

1 Insert the Autodesk Vault 2009 media.

2 Double-click setup.exe.

3 Follow the instructions in the installation wizard.

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.

Log into Autodesk Data Management Server the first time

1 Use one of these methods:


■ On the Start menu, click Programs ➤ Autodesk ➤ Autodesk Data
Management ➤ Autodesk Vault.

■ On the Start menu, click Programs ➤ Autodesk ➤ Autodesk Data


Management ➤ Autodesk Productstream.

■ In an application with an integrated add-in, click File ➤ Autodesk


Data Management Server ➤ Log In.

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


User name The name for the vault account.
Password The password associated with the vault account.
Server The name of the computer on which the vault
server is installed.
Database The name of a vault database located on the speci-
fied server. The default is “Vault”. Click the browse
button to select from a list of available databases
on the server.
A default user ID, vault server, and database are set up for you to get
started using the vault right away. If a user account has already been
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.

46 | Chapter 4 Installing Autodesk Data Management Clients


NOTE You have the option to save the account information to automatically log
into the vault the next time.

First Log In | 47
48
Managing Autodesk Data
Management Server 5
This chapter contains the procedures for Autodesk® data management server administration
and management.

About Autodesk Data Management Console


A vault consists of three primary components:

■ The master database called KnowledgeVaultMaster

■ Vault database

■ File store

KnowledgeVaultMaster is the master database for Autodesk data management


server. Similar to SQL's master database, KnowledgeVaultMaster is a separate
database containing common global administrative and configuration
information for all of the vault and library databases on the Autodesk data
management server.
The vault database stores information, such as file names, user names, properties,
and file relationships.
The file store is a directory structure that contains the actual data files. Autodesk
data management server console includes tools for maintaining databases and
file stores.

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.

Start the Server Console

1 From the Windows® Start menu, select Programs ➤ Autodesk ➤


Autodesk Data Management ➤ Autodesk (Server Console).

2 In the Log In dialog box, enter the user name and password for the vault
administrator account.

3 Click OK.

Performing Vault Maintenance


Ensure that no users are connected to the vault or library before performing
any maintenance. Users are blocked from accessing the Autodesk data
management server during maintenance procedures (Autodesk®
Productstream® allows backups while users are connected).

Backing Up Vault Data


Backing up vault data is essential. The following are recommendations for
backing up Autodesk® Vault.
Use the supplied backup-restore utility

50 | Chapter 5 Managing Autodesk Data Management Server


Use the server console to backup all data necessary to restore a server if a failure
occurs. When backing up and restoring the Autodesk data management server,
no users can access any vault on the server unless the server is a Productstream
server. When you back up the server, all users are blocked from accessing the
system. In addition, server console backs up or restores all vaults on the server.
There is no way to select individual vaults to back up or restore.

Develop a Backup Schedule


The next step is to automate the process. Two common methods are:

■ 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.

Backing Up Vault Data | 51


Automate backup using Microsoft® Windows® Task Scheduler

1 Create a new text file called Backup.txt.

2 Insert the following text:


@ECHO OFF
REM DELETE B AND CASCADE A BACKUP SUBDIRECTORIES
RMDIR /Q /S "C:\Backup\Vault\B"
REN "C:\Backup\Vault\A" “B”
REM CREATE A NEW DIRECTORY FOR THE BACKUP
MKDIR "C:\Backup\Vault\A\"
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[YourPassword] -S

3 Change the name of the text file to Backup.bat to convert it to a batch


file.

NOTE When backing up a multi-site environment all backups should be done


locally on the primary server.

Windows Vista User Account Control


If you want to schedule automatic backups using the Autodesk server console,
User Account Control settings in Windows Vista™ must be configured to allow
applications to run without prompting for administrator permission.

NOTE The following settings affect the entire computer. All applications will run
without prompting for administrator approval.

1 From the Windows Start menu select Run.

2 In the Run dialog box, enter secpol.msc and then click OK.

3 If you are prompted to allow the security policy application to run. Click
Continue.

4 In the Local Security Policy dialog box, expand Security Settings ➤ Local
Policies ➤ Security Options.

52 | Chapter 5 Managing Autodesk Data Management Server


5 Locate the policy User Account Control: Behavior of the elevation prompt
fro administrators in Admin Approval Mode. Right-click the policy and
then select Properties.

6 In the Properties dialog box, select Elevate without prompting and then
click OK.

Windows Vista User Account Control | 53


7 Locate the policy User Account Control: Run all administrators in Admin
Approval Mode. Right-click the policy and the select Properties.

8 In the Properties dialog box, select Disable and then click OK.

Creating Tape Backups


There are different ways to use a tape backup system to back up a vault. We
recommend integrating the Server Console backup tools into your tape backup
plan. Many systems allow you to run a script before and after the tape job
executes. To back up a vault using a tape backup system, use the following
scripts before and after the job runs.

NOTE We do not recommend using backup software to back up the SQL database
and file store directly. This method increases the difficulty of migrating to a new
release of Autodesk 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

54 | Chapter 5 Managing Autodesk Data Management Server


IISRESET /START

3 Validate the Tape Backup


To ensure that your backup set will restore properly, test both the backup
and the backup procedures. We recommend that you install the Autodesk
data management server on a separate computer and test a full restore
of the data using the Restore command in Autodesk data managment
server console.

Restoring Vaults from Back Ups


1 Click Tools ➤ Restore.

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.

3 Select whether you are restoring a directory or a file.

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.

5 Select whether the database is to be restored to the original location or


to a different location. If you choose Select Restore Location, specify a
target directory for the database. This may be necessary when restoring
data to a different machine that doesn’t have the same drive letters or
locations available.

6 Select whether the file store is to be restored to the original location or


to a different location. If you choose Select Restore Location, specify a
target directory for the file store.

7 Click OK.

The vault data is automatically migrated when it is restored using Autodesk


data management server console. If you are restoring the data using the
command line, you must migrate the data after it is restored.

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.

Restoring Vaults from Back Ups | 55


Managing 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.

Adding or Editing User Accounts


You can create user accounts and grant vault access.

1 Click Tools ➤ Administration.

2 In the Administration dialog box, click Users.

56 | Chapter 5 Managing Autodesk Data Management Server


3 In the User Management dialog box, click New User.

Adding or Editing User Accounts | 57


4 In the New User dialog box, enter the information for the new user:
■ First name

■ Last name

■ User name

■ Email address

58 | Chapter 5 Managing Autodesk Data Management Server


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

Adding or Editing User Accounts | 59


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 To edit an existing user’s account, double-click a user’s profile in the User


Management dialog box. Or highlight a user’s 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.

4 Click Roles to edit the user’s roles.

5 Click Vaults to edit the user’s 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 an existing user’s role, double-click a user’s 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.

60 | Chapter 5 Managing Autodesk Data Management Server


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, Content Center Editor, and Content
Center Reviewer roles are specific to Content Center and should not be altered.

Granting Vault Access to Users


1 Select Tools ➤ Administration.

2 In the Administration dialog box, click Users.

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’s 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.

Disabling 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’s profile you


want to disable, or highlight the user account and click Edit User.

4 In the User Profile dialog box, clear the check box of the Enable User.

5 Click OK.

Granting Vault Access to Users | 61


Managing Vaults
A vault is created automatically when Autodesk data management server is
installed. Typically, use a single vault for holding all of the design data for a
design team, since data and folder mappings cannot be shared across vaults.
However, you may want to create additional vaults for:

■ 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

1 In Autodesk data management server console, click Vaults.

2 Click Actions ➤ Create 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.

1 In Autodesk data management server console, click Vaults.

2 Select a vault to delete.

3 Click Actions ➤ Delete Vault.

4 You are prompted to verify your actions. Click OK.

62 | Chapter 5 Managing Autodesk Data Management Server


Moving File Stores
While it is recommended to keep all of the Autodesk data management server
components on a single machine, the file store can be moved from its existing
location to another location. To move a file store to a location on a remote
machine, see “Managing a Remote File Store” in the Advanced Configuration
Guide available in the online Vault Knowledge Base.

NOTE Use only the data management server console to move a file store.

Attaching and Detaching Vaults


Detaching a vault disconnects it from the server so it can be moved to another
location. The detached vault should not be moved off of the machine hosting
the SQL server. Before detaching the master vault database, you must detach
all other databases. The vault and its log file are detached. The names of the
files for a vault named Vault are:

■ 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).

2 In Autodesk data management server console, select a vault from the


main view.

3 Click Actions ➤ Detach.

4 You are prompted to confirm your actions. Click Yes.

Moving File Stores | 63


Detach the master vault

1 Ensure that no users are accessing the vault (unless using Productstream).

2 Click Tools ➤ Detach Master Vault.

3 You are prompted to confirm your actions. Click Yes.

NOTE You must detach all other databases before detaching the master vault.

Attach a vault

1 Select the Vaults folder.

2 Click Actions ➤ Attach.

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.

6 Enter the name of the vault.

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.

Purging Vault Data


To help maintain drive space and to minimize file store size for better
performance, you can purge old file versions and out-of-date information
from the vault. You specify the conditions that must be met in order for a file
version to be kept in the vault. Versions that do not meet the specified criteria
are then removed from the vault.

Basic rules of purging

■ The latest version cannot be purged. To remove a file and all of its versions
from a vault, use Delete.

64 | Chapter 5 Managing Autodesk Data Management Server


■ File versions linked to items in Autodesk Productstream cannot be purged.
To remove a version linked to an item, the item must first be deleted from
the item master.

■ File versions that are labeled cannot be purged.

■ Locked files cannot be purged.

■ If a file to be purged is checked out, an extra version is maintained.

■ Children with a dependent parent version cannot be purged until the


parent version has been purged.

1 Select a vault from the main view.

2 Click Actions ➤ Purge.

3 In 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.

Re-Indexing the Server


Re-Indexing the server extracts the properties from all the files in the vault.
Typically, this indexing process happens when a file is first added to the vault
or when an updated version is checked in. From time to time it may be
necessary to re-index the entire vault to:

■ 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.

The Autodesk data management server utilizes a technology created by


Microsoft called iFilters. iFilters are small applications that exist on the server

Re-Indexing the Server | 65


containing a set of instructions on how to open and extract property data
from files. A few iFilters are installed with Autodesk data management server
by default and other exist with the operating system. There are also many
third party iFilters available for other file formats. An Internet search for iFilter
returns some of the filters that other software developers have published.
The iFilters that are included by default index the following file types:

■ AutoCAD®.dwg

■ Autodesk®Inventor™

■ Autodesk® 3D Studio Max®

■ Microsoft® Office

Adding New Properties


When a new iFilter is installed, the vault database must be re-indexed to
recognize the related properties. After, run the Re-Index command to extract
the new property data from all of the files in the vault, including the historical
versions.

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.

Removing Unwanted Properties


Autodesk data management server automatically extracts all the possible
properties it can from the system, making them available to users. It may
become necessary over time to remove some of these properties from the
system to either prevent users from accessing them (reducing clutter) or to
actually reduce the amount of space that SQL Server uses to store these
properties.
Removing properties from the system requires first using Autodesk Vault
Explorer or Autodesk Productstream's File Properties management inside of
the administration tools.

66 | Chapter 5 Managing Autodesk Data Management Server


After configuring the properties display via the In Use/Not in Use settings,
you are able to re-index the vault, removing any property from the system
that was marked Not In Use.
Property maintenance should be performed occasionally. If for any reason
you decide at a later time that a previously removed property is needed again,
you can mark the property In Use and re-index the database.
For more information on re-indexing properties and property maintenance,
see the server console Help.

Full Content Indexing


Full content indexing is the ability to index the actual file contents of many
different document types. For example, reading simple text on a .dwg file or
finding all occurrences of a word in Microsoft® Word documents.

Enabling Full Content Indexing


By default, full content indexing is not enabled. Full content indexing can be
enabled per vault on the Autodesk data management server.

1 In the server console, select a vault from the navigation pane.

2 Select Actions ➤ Content Indexing Service.

3 In the Content Indexing Service dialog box, select Yes, enable Content
Indexing Service.

Microsoft Indexing Service


Unlike the standard property indexing performed by the Autodesk data
management server, full content indexing is done using the Windows Indexing
Service. The Windows Indexing Service is enabled by default.

If the Windows Indexing Service needs to be installed

1 From the Windows Control Panel, double-click Add or Remove Programs.

2 In the Add or Remove Programs dialog, click Add/Remove Windows


Components.

Full Content Indexing | 67


3 In the Windows Components Wizard, turn on the Indexing Services
check box and then click Next.

4 When the component is installed, click Finish.

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.

Access the Windows Indexing Service

1 From the Windows Control Panel, double-click Administrative Tools.

2 In the Administrative Tools window, double-click Computer Management.

3 In the Computer Management dialog box, expand Services and


Applications ➤ Indexing Service.

68 | Chapter 5 Managing Autodesk Data Management Server


Managing Content Center Libraries
In addition to hosting vaults, Autodesk data management server also hosts
Content Center libraries. Use the server console to perform Content Center
Library administrator tasks.
For information on installing Content Center libraries, refer to the Content
Center Installation Guide available on the Autodesk Inventor 2009 installation
media, disk 1.

Maintaining Libraries in ADMS Console


Use the server console to create, manage, and delete libraries. The console
displays the list of Content Center libraries currently installed on the
server.Using the Backup command, you can create a back-up of an existing
library on the server. Select a library from the list to manage it.
A Content Center library is contained within a SQL Server database. The
database is comprised of a pair of files with the extensions MDF and LDF.
These files together make one library and need to be maintained together.

Creating New Libraries


You can create a new read-write or read-only Content Center library, which
can be configured for use in either a local or an Autodesk Inventor project
that accesses the Content Center libraries from a central server.

Create a library

1 In the server console, select the Libraries folder in the navigation pane.

2 Click Actions ➤ Create Library.

3 Enter a name for the new library.

4 Select a library partition from the drop-down list.

5 Enter a name for the library database.

6 Click OK.

Managing Content Center Libraries | 69


Deleting Libraries
Deleting a library detaches the selected library from the database server, and
deletes the data files (.mdf and .ldf) from the hard disk. All data contained in
the library is permanently deleted.

Delete a library

1 In the server console, select a library you want to delete in the navigation
pane.

2 Click Actions ➤ Delete Library.

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

1 In the server console, select Libraries in the navigation pane.

2 Click Actions ➤ Attach Library.

3 Click the browse button, and locate the .mdf file you want to attach. The
.ldf file will automatically be attached.

4 In the Attach Library dialog box,

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.

70 | Chapter 5 Managing Autodesk Data Management Server


Detaching a library

1 In the server console, select Libraries in the navigation pane.

2 Click Actions ➤ Detach Library.

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.

2 Click Actions ➤ Export Library.

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.

2 Click Actions ➤ Import Library.

3 In the Browse for Folder dialog box, locate the .mdf file you want to
export, and click OK.

Maintaining Libraries in ADMS Console | 71


Library Summary
Highlight a library to display high-level information about the library and its
data files in the main pane.

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.

Content Center Permissions


If you require editing permissions for one or more Content Center libraries,
you must have a Content Center Editor account set up for you in the data
management server console.
Accounts are not required for users who only need read-only access to the
Content Center library.

To create Content Center library user accounts in the data management server
console

1 In server console, click Tools ➤ Administration.

2 In the Administration dialog box, click Users.

3 In the User Administration dialog box, click New users.

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.

5 Select Content Center Editor to assign editing permissions.

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.

7 If needed, click Groups to assign the user to a group (optional).

8 Click OK.

72 | Chapter 5 Managing Autodesk Data Management Server


9 In the User Management dialog box, and then in the Administration
dialog box, click Close.

10 Communicate user account information and the Login procedure to each


member in the team.

Learning and Training


Before getting started and rolling out an Autodesk data management solution
to all the users in your group, we advise that you learn the basics and
understand your deployment approach. Since Autodesk Vault can affect
multiple users, you will want to make sure that the deployment goes as
smoothly as possible.

Learning to Use Autodesk Vault


NOTE It is recommended that all users go through training from an Autodesk
Authorized Training Center in addition to the steps below.

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.

Search the Autodesk Knowledge Base:

■ Knowledge Base www.autodesk.com/vault-support

More online information about Autodesk Data Management Server and client
applications:

■ Autodesk Inc. www.autodesk.com

■ Autodesk Vault www.autodesk.com/vault

■ Autodesk Productstream www.autodesk.com/productstream

■ Autodesk Discussion Group www.autodesk.com/discussiongroup-vault

■ Autodesk Discussion Group www.autodesk.com/vault-whitepapers

Learning and Training | 73


NOTE Autodesk sponsored discussion groups are a forum where Autodesk
customers and industry partners can ask questions and share information about
Autodesk products. Discussion group topics will be publicly available worldwide.
You are welcome to participate by posting questions or providing input or answers
to questions from other users.

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.

Training Other Users


As previously mentioned, when training other users on Autodesk Vault, we
advise that you use a new, personalized vault for learning purposes. Since a
new vault is 100% independent of others, there is no risk that their learning
process will interfere with production data.

74 | Chapter 5 Managing Autodesk Data Management Server


Setting Up Multiple Site
Environments 6
Multiple remote sites can be configured to access the same vault data. A site is comprised of
a dedicated Autodesk® data management server and a file store. Each site accesses a shared
AUTODESKVAULT SQL instance.

What is a Multiple Site Environment


The multiple site environment allows users to design products across multiple
locations as if all of the users were in one location. Autodesk® Productstream®
2009 allows 2 different methods to accommodate this.
The first method is to centralize the data base for all sites. The database for
Productstream can sit on a separate server as illustrated below.

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.

In these environments users open data files such as AutoCAD® drawings


Inventor Assemblies or Microsoft® Office documents from there local file Store
and all meta data is read from and written to a central database. This allows
users to open large files much faster then trying to copy them across the Wide
Area Network (WAN)

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.

Is Multiple Site Environment Right for You


Setting up a multiple site environment is more complicated than a single
server environment and several factors should be taken in consideration when
deciding if you want to set up a multiple site environment. You should consider
the following:

■ Network reliability

■ Network latency and Bandwidth between sites. (Should be low latency and
high bandwidth.)

76 | Chapter 6 Setting Up Multiple Site Environments


■ Number of remote sites.

■ Number of users per site.

■ Size and amount of files to be replicated per day/per hour

■ Estimated number of concurrent users

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)?

■ Are all Windows updates current on all servers?

■ Are virus scans turned off?

■ Are firewalls turned off?

■ Are TCP Ports 1433 and 1434 blocked by firewall?

Install ADMS on the First Site


The first site in a multiple site environment can be an existing site with
Autodesk data management server 2009 already installed or a new installation.
If the first site already has Autodesk data management server 2009 installed,
proceed to Configure Microsoft SQL Server 2005 for Remote Access on page
78.

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

NOTE When setting up a multiple site environment it is recommended to install


the data management server on Microsoft® Windows Server 2003

Configure Microsoft SQL Server 2005 for


Remote Access
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.

78 | Chapter 6 Setting Up Multiple Site Environments


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.

Configure Microsoft SQL Server 2005 for Remote Access | 79


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.

80 | Chapter 6 Setting Up Multiple Site Environments


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 may host the AUTODESKVAULT SQL
instance and 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 data management 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.

Create Shared Network Folders | 81


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 access to the shared network folder.

1 Choose a network location and create a new 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 Productstream.

82 | Chapter 6 Setting Up Multiple Site Environments


6 Click Permissions.

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.

9 Give both accounts Full Control.

10 In the Permissions dialog box, click OK.

11 In the Properties dialog box, click OK.

Install ADMS on Additional Sites


The additional sites in the multi-site environment must have the Productstream
data management server installed and configured to access the SQL instance
used by the first site. The connection to the remote SQL instance is configured
during the installation of the data management server. Follow these steps for
each additional site.

1 On the remote site, insert the Autodesk Productstream 2009 installation


media.

2 On the installation screen, select either Autodesk Productstream data


management server.

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.

4 Accept the license agreement and then click Next.

5 On the Review - Configure - Install page, select Autodesk data


management server 2009 from the drop-down list and then click
Configure.

6 Select the Autodesk data management server 2009 tab.

7 Select Use remote SQL.

Install ADMS on Additional Sites | 83


Enter the name of the server containing the SQL instance to which to
connect or click Browse to locate the server on the network.

NOTE Do not include \\ in front of the server name. A SQL instance named
'AUTODESKVAULT' must exist at the specified location.

8 When using a remote SQL instance, a shared network folder is required


as a transition area between the SQL instance and the Autodesk data
management server. The shared network folder can be located anywhere
on the network and must be accessible by both the data management
server and SQL. The space requirement for the shared folder is equal to
the total of all database files. Choose a location with sufficient space and
performance. Enter the UNC path to the shared network folder or click
Browse to locate the shared folder on the network.

NOTE Both the user account under which the Autodesk 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.

9 Click Configuration Complete.

10 Click Install.

11 The Installation Complete page indicates that Autodesk data management


server has been installed. Click Finish.

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.

1 On the Windows Start menu, select Programs ➤ Autodesk ➤ Autodesk


Data Management ➤ Autodesk data management server console.

2 Log into the server console.

3 In the navigation pane, select Sites.

84 | Chapter 6 Setting Up Multiple Site Environments


Each site is listed along with a summary of site statistics including:

■ Server Name

■ Description

■ Location of File Store

■ Vault Name

■ Vault Status

■ Replication Type

■ Last Replication

■ Next Replication

■ Site Status

Change Descriptions of Sites


1 Select a site from the list.

2 Right-click the Description field for the site and then select Edit
Description.

3 In the Description dialog box, enter a new description for the site and
then click OK.

Replicate Data
Replicating data at a site compares the local file store to the file store at each
other site 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.

1 Select the current site from the list.

Change Descriptions of Sites | 85


2 Right-click the site, and the select Replication:
■ Site Now to synchronize all of the vaults on the current site
immediately.

■ Vault Now to synchronize only the selected vault.

■ Vault Schedule to establish a synchronization schedule or to turn off


scheduled synchronization.

3 If you selected Vault Schedule, choose either a daily schedule or a


replication frequency in the Scheduled Replication dialog box.

4 ■ Daily – The default daily replication schedule is weekdays at midnight.


Specify a start time and select which days to perform the replication.

■ Frequency – Specify a start time and then select how often the
replication is performed.

■ Click OK.

86 | Chapter 6 Setting Up Multiple Site Environments


Performance Tuning
A
There are several ways to enhance the overall performance of Autodesk® Vault and
Productstream®. Before proceeding, it is recommended that you read Understanding Vault
Architecture on page 4 in this guide.

Key Terms
Term Definition

Performance Tuning Monitoring and analyzing the performance of a system and


adjusting its configuration to obtain optimum performance.

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®.

Memory It is a set of storage locations on PC's main circuit board.

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

Customize View A command in Productstream or Vault Explorer to customize


the information shown in the display grid.

Tuning Server Performance


There are a number of factors that can be tuned to get the optimal performance
from Autodesk data management server. By reviewing this section and tuning
your configuration accordingly, you can get the most from your data
management solution.

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.

View memory usage

■ Invoke the Task Manager by right-clicking in the taskbar or pressing


CTRL+ALT+DEL.

88 | Appendix A Performance Tuning


If the Commit Charge Total regularly exceeds the total amount of physical
memory, it is likely that many of the programs and processes on the server
are using the disk-based swap file excessively. Using the swap file is much
slower than using physical memory. Windows uses the swap file for many
tasks, so a small amount of swap file usage will not cause any problems.

■ If you suspect that your server has an inadequate amount of memory,


check the Commit Charge Total value. Clicking the Processes tab will reveal
more details on the memory usage of all programs or processes.

Server Memory | 89
Initial memory usage by Autodesk Data Management Server.

1 IIS Web Server process (there may be many of these running)

2 Autodesk data management server notification process

3 Microsoft®SQL server process

4 IIS main Web server process

90 | Appendix A Performance Tuning


Memory usage after adding a large Inventor drawing and associated files.

In general, SQL Server memory will grow over time. This is because the database
server is using memory as fast cache buffers for frequently used queries. As
other programs request memory on the server, SQL Server releases memory
as needed. 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.

Running the disk defragmenter

1 Click Start ➤ All Programs ➤ Accessories ➤ System Tools ➤ Disk


Defragmenter.

2 Choose a disk (volume) and click Analyze. Following analysis, a report


appears.

92 | Appendix A Performance Tuning


3 Click the Defragment button.

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.

94 | Appendix A Performance Tuning


Vault Client Performance
There are a number of factors that can be tuned to get the optimal performance
from the data management clients. By reviewing this section and tuning your
configuration accordingly, you can get the most from your data management
solution.

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.

Customize Internet options in Windows Control Panel

1 Click Start ➤ Control Panel, and then double-click Internet Options. In


the Internet Properties dialog box, click the Connections tab.

Vault Client Performance | 95


2 Click the LAN Settings button.

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.

Specify the server Internet Protocol (IP) address

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.

96 | Appendix A Performance Tuning


3 Click OK.

Client Settings
Certain settings within the client application can affect performance not only
in the client, but in the Vault add-ins as well.

Customize View command

■ This is a commonly used setting in the Productstream and Vault Explorer


client programs. It is used to add additional information to display grids.
Usually, this will not have much additional impact on performance.
However, some display fields, such as the thumbnail property, may take
a longer to display. Enabling these settings only on an 'as needed' basis
can help to improve day-to-day performance.

Memory
Add-ins for design applications 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.

98 | Appendix A Performance Tuning


Troubleshooting
B
Learn how to use the Autodesk® Server Diagnostics Tool or the Autodesk online Knowledge
Base to solve problems that might occur when installing or using Autodesk® data management
server.

Key Terms
Key Terms Definition

Autodesk Server Diagnostics Tool A program that can performs a series of


checks to identify possible Autodesk data
management server problems and gather
system information to help diagnose the
problem.

Autodesk Knowledge Base An online support for all Autodesk prod-


ucts.

Autodesk data management server The server used in conjunction with Au-
todesk® Vault, Autodesk® Productstream®,
and Content Center for storing files and
version data.

Log file A text file generated by the Autodesk


Server Diagnostics Tool containing impor-
tant system configuration information.

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.

Run the diagnostics tool

1 On the Windows® Start menu, select Programs ➤ Autodesk ➤ Autodesk


Data Management ➤ Tools ➤ Autodesk Server Diagnostics Tool.

2 In the Diagnostics Tool Setup dialog box, click Run checks.

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.

100 | Appendix B Troubleshooting


■ If a warning is returned, click the link in the Warning list to get more
information.

■ If any of the checks fail, click the link displayed under the Action
Required list to learn more about the error.

3 When the diagnostics are complete, click Close and then click Open Log
Files to open the directory containing the log files.

Learn more about errors and corrections

■ In the Review Your Results list, click the error information under the Action
Required list. It is linked to the corresponding pages of Autodesk data
management server installation help.

Server Diagnostics Tool | 101


View Diagnostic Log Files
The diagnostic log file lists the name of each condition that is checked along
with its information and test results. This includes the version of the operating
system, the IIS information, the firewall and any other related configuration
information. Other log files are also created during the installation. The log
files are stored in the EDMLog folder located in C:\Documents and
Settings\Administrator\Local Settings\Temp

Access the log files using one of the following methods:

■ In the Diagnostics Tool dialog box, click Open Log File. The EDMLog
directory containing all 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.

Recheck Operating System Environments


After you correct all the errors according to the log files or online help, click
Recheck. The Diagnostics Tool will again check the operating system. Repeat
this process until the all errors are corrected.

Common Installation Solutions


The following solutions given for installation problems which may occur if
the data managment server is not properly configured.

Error 404: File Not Found


During the pre-checks of the data managment server installation you recieve
the message “Error 404: File Not Found”.

102 | Appendix B Troubleshooting


Solution
This error may occur if the ASP.NET Web servic Extension is not allowed to
run in Internet Information Services (IIS). Follow the steps below to resolve
the error.

1 Open the Internet Information Services Manager.

2 Expand the Web Services Extension Folder

3 From the right pane, select ASP .NET v2.0.50727.

4 Select the ASP .NET extension in the right pane.

5 Click Allow.

6 Restart the pre-checks.

Error:ASPX failed to run...


During the pre-checks of the data managment server installation you receive
the message “Error ASPX failed to run ASP .NET filter is prohibited”.

Solution

1 Open the Internet Information Services Manager.

2 Expand the Web Services Extension Folder.

3 From the right pane, select ASP .NET v2.0.50727.

4 Select the ASP .NET extension in the right pane.

5 Click Allow.

6 Restart the pre-checks.

Error:ASPX file failed to run...


During the pre-checks of the data managment server installation you receive
the message “ASPX failed to run at URL:’http://localhost/TestASPNet.aspx’”.

Error:ASPX failed to run... | 103


This error may be caused if .NET 2.0 is installed prior to installing Internet
Information Services (IIS) and ASP >NET account does not have the proper
permissions on the IIS Metabase:

Solution

1 Open a Windows® command prompt and navigate to the


%systemroot%\microsoft.net\framework\2.0.50727\ directory.

2 Enter aspnet_regiis.exe -ga ASPNet If you are running Windows® XP or


Windows Vista™. If you are running Windows server™ 2003 enter
aspnet_regiis.exe -ga “%computername%\Network Service”

3 Enter IISRESET

4 Restart the pre-checks

Error 29001. Performance counter...


During the pre-checks of the data management server installation you receive
the message “Error 29001. Performance counter installation error. Input string
was not a correct format.”.

Solution
This error may occur when the installation attempts to add performance
counters for the data management server.

To check the current state of the performance counters

1 Click Start (Windows) ➤ Run.

2 In the Run dialog box, enter Perfmon.

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.

To repair these files

1 Using Windows Internet Explorer®, browse to C:\WINDOWS\system32

104 | Appendix B Troubleshooting


2 Rename the perfc009.dat and perfh009.dat files to perfc009.dat.OLD and
perfh009.dat.OLD, respectively.

3 Click Start (Windows) ➤ Run

4 In the Run dialog box, enter lodctr /r:PerfStringBackup.ini

5 Export a copy of HKEY_LOCAL_MACHINE\Software\Microsoft\Windows


NT\Current Version\Perflib\009 from the system registry of a working
computer and transfer it to your computer.

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.

7 Restart your computer.

ISAPI Filter error while running...


While running the data management server on the 64-bit version of Windows
server 2003 you notice an Event ID 2274 error in the Event Viewer Application
log, indicating a problem with ISAPI filter.

Solution
Refer to the following Microsoft Knowledge Base
article:http://support.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.

ISAPI Filter error while running... | 105


106
Index
A
Autodesk Autoloader 9
P
Autodesk data management server 3–6, projects, upload to vaults 9
8–9, 11, 14, 21, 37, 40, 62
advanced configurations 21
before upgrading to version 2009 40 R
components 5
hardware requrements 11 requirements for clients 43
installing 9
managing 62 S
operating system requirements 11
recommended configurations 14 servers 3–7, 9, 54
upgrading to version 2009 37 databases 5–7
utilities 8 SQL 9, 54
Web servers supported 6 Web 3–5
Autodesk Productstream, integrating
add-ins 45
Autodesk server console 50–51
V
Autodesk Vault Explorer 7 vaults 3–4, 7, 17–18, 40, 44, 49–50, 54,
56, 60–64
C architecture 4
assigning roles to user accounts 60
clients, installing 43–44 attaching, detaching 63–64
Content Center libraries 6, 8, 69–72 backing up, restoring 40, 50, 54, 63
accessing 6, 8 clients 3, 7, 17–18, 44
attaching, detaching 70 components 49
creating user accounts 72 creating 50
creating, deleting 69 creating, deleting 62
displaying properties 72 databases 49
exporting, importing 71 managing user accounts 56, 60–61
maintaining 8, 69 master databases 49, 63
migrating 40
purging data 64
F
file stores 7, 49 W
Web services 4

Index | 107

You might also like