Autodesk Data Management Server for AutoCAD Civil 3D 2008

Implementation Guide

January 16, 2007

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1 2 3 4 5 6 7 8 9 10
Contents

Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Understanding Vault Architecture . . . . . . . . . . . . . . . . . . . . .3
Autodesk Data Management Server . . . . . . . . . . . . . . . . . . . .4
Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
File Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Autodesk Vault Clients . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Autodesk Vault Explorer . . . . . . . . . . . . . . . . . . . . . . .6
Autodesk Vault Add-ins for Design Applications . . . . . . . . . .6
Microsoft Office Add-in . . . . . . . . . . . . . . . . . . . . . . .6
Autodesk Data Management Utilities . . . . . . . . . . . . . . . . . . .7
ADMS Console . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Autodesk Server Diagnostic Tool . . . . . . . . . . . . . . . . . . .7

Chapter 2 Installing Autodesk Data Management Solutions . . . . . . . . . 9

Setup Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 10
Operating System Requirements . . . . . . . . . . . . . . . . . . 11
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . 12
Other Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 13
Web Services Software . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Autodesk Web Server . . . . . . . . . . . . . . . . . . . . . . . . 13

iii
 Microsoft Internet Information Services . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . 18
SQL Server Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . 19
Microsoft Windows XP SP2 Firewall . . . . . . . . . . . . . . . . 20
Advanced Configurations . . . . . . . . . . . . . . . . . . . . . . 21
Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Local or Remote SQL? . . . . . . . . . . . . . . . . . . . . . . . . 22
Server Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Pre-installation Checks . . . . . . . . . . . . . . . . . . . . 23
View Pre-installation Reports . . . . . . . . . . . . . . . . . 23
Repeat Pre-installation Checks . . . . . . . . . . . . . . . . 24
Finish Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Working with Microsoft Windows Vista . . . . . . . . . . . . . . . . . 24
Configure Internet Information Services (IIS) 7.0 . . . . . . . . . 25
User Account Control . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 3 Upgrade to Autodesk Data Management Server 2008 . . . . . . 27

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Business Requirements . . . . . . . . . . . . . . . . . . . . . . . 29
Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Test Environment . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Before You Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Uninstall Components . . . . . . . . . . . . . . . . . . . . . . . 31
Install Autodesk Data Management Server 2008 . . . . . . . . . . . . . 32

Chapter 4 Installing Autodesk Data Management Clients . . . . . . . . . . 33

Data Management Client Requirements . . . . . . . . . . . . . . . . . 34
Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Add-in Integration . . . . . . . . . . . . . . . . . . . . . . . . . 36
First Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Chapter 5 Managing Autodesk Data Management Server . . . . . . . . . 39

About ADMS Console . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Performing Vault Maintenance . . . . . . . . . . . . . . . . . . . . . . 41
Backing Up Vault Data . . . . . . . . . . . . . . . . . . . . . . . . . . 41

iv | Contents
 Creating Tape Backups . . . . . . . . . . . . . . . . . . . . . . . 43
Restoring Vaults from Back Ups . . . . . . . . . . . . . . . . . . . 44
Managing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . 45
Adding or Editing User Accounts . . . . . . . . . . . . . . . . . . 45
Assigning Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Granting Vault Access . . . . . . . . . . . . . . . . . . . . . . . . 50
Disabling User Accounts . . . . . . . . . . . . . . . . . . . . . . 50
Managing Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Deleting Vaults . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Moving File Stores . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Attaching and Detaching Vaults . . . . . . . . . . . . . . . . . . 52
Purging Vault Data . . . . . . . . . . . . . . . . . . . . . . . . . 53
Re-Indexing the Server . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Adding New Properties . . . . . . . . . . . . . . . . . . . . . . . 55
Removing Unwanted Properties . . . . . . . . . . . . . . . . . . 55
Full Content Indexing . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Enabling Full Content Indexing . . . . . . . . . . . . . . . . . . 56
Microsoft Indexing Service . . . . . . . . . . . . . . . . . . . . . 56
Learning and Training . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Learning to Use Autodesk Vault . . . . . . . . . . . . . . . . . . 58
Getting Training . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Training Other Users . . . . . . . . . . . . . . . . . . . . . . . . 59

Chapter 6 Setting Up a Multiple Site Environment . . . . . . . . . . . . . 61

About Multiple Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Install Autodesk Data Management Server on the First Site . . . . . . . 62
Configure Microsoft SQL Server 2005 for Remote Access . . . . . . . . 64
Create a Shared Network Folder . . . . . . . . . . . . . . . . . . . . . . 65
Install Autodesk Productstream Replicator 2008 . . . . . . . . . . . . . 66
Install Autodesk Data Management Server on Additional Sites . . . . . 67
Managing Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Change the description of a site . . . . . . . . . . . . . . . . . . 69
Replicate Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Appendix A Performance Tuning . . . . . . . . . . . . . . . . . . . . . . . 71

Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Tuning Autodesk Data Management Server Performance . . . . . . . . 72
Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Server Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Disk Performance . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Aggressive Anti-virus Programs . . . . . . . . . . . . . . . . . . . 80
CPU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Vault Client Performance . . . . . . . . . . . . . . . . . . . . . . . . . 81
Network Configuration . . . . . . . . . . . . . . . . . . . . . . . 81
Client Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Contents | v
 Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Disk Performance . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Appendix B Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Server Diagnostics Tool . . . . . . . . . . . . . . . . . . . . . . . . . . 86
View Diagnostic Log Files . . . . . . . . . . . . . . . . . . . . . . 89
Recheck Operating System Environments . . . . . . . . . . . . . 89
Advanced Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . 89

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

vi | Contents
Introduction
1
This document describes the best practices for implementing In this chapter
the Autodesk® Data Management Server. This document covers ■ Key Terms
■ Understanding Vault
the recommended methods for deploying Autodesk Data Architecture
Management Server. Although these are not the only methods ■ Autodesk Data
Management Server
for deploying the software, they are the most robust and easiest
■ Autodesk Vault Clients
to maintain. ■ Autodesk Data
Management Utilities
Use this guide as a starting point. You can always change the

configuration later if your business demands it.

NOTE Autodesk recommends that you contact your reseller

to perform a professional implementation of Autodesk Data

Management Server if you have any questions about this

document.

1
Key Terms
Term Definition

Autodesk Data Management Server The server used in conjunction with

Autodesk® Vault for storing files and ver-
sion 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 as well as integrated application
add-ins such as Autodesk Vault for Auto-
CAD Civil 3D or Autodesk Vault for Mi-
crosoft® 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.

2 | Chapter 1 Introduction
 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 API 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 Autodesk Data Management Server
and vault clients. The following figure illustrates the basic configuration of
the components.

Understanding Vault Architecture | 3

Autodesk Data Management Server
Autodesk Data Management Server is the server that works in conjunction
with Autodesk data management solutions. It tracks all of the files, BOM data,
and properties manages 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.

4 | Chapter 1 Introduction
Web Server
There are two different Web servers supported by the Autodesk Data
Management Server:

■ Microsoft Internet Information Services (IIS)

■ Autodesk Web Server (AWS)

The Autodesk Web Server is a light-weight Web server intended for a single-user
environment. The AWS 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.
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
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.

Web Server | 5
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 AutoCAD Civil 3D add-in. When data is added to a vault
using the Civil 3D add-in, the complex relationships are preserved between
drawings and between objects such as alignments and surfaces.

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 such as AutoCAD Civil 3D. Add-ins maintain
application-specific data relationships when adding files to a vault.
There are add-ins available for Autodesk and non-Autodesk design applications.

NOTE As a 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. Autodesk recommends 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, Microsoft® Excel, and Microsoft® Power Point®.

6 | Chapter 1 Introduction
Autodesk Data Management Utilities
The Autodesk Data Management Server utilities are used to perform
maintenance, diagnostics, and batch file uploading.

ADMS Console
Autodesk Data Management Server Console (ADMS Console) includes tools
for maintaining users, vaults, and Content Center libraries. Use ADMS Console
to purge out-dated versions from a vault. You can schedule ADMS Console to
create routine back ups of vault data. ADMS 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 Data Management Server issues and gathers system
information to help diagnose the problem.

Autodesk Data Management Utilities | 7

8
Installing Autodesk Data
Management Solutions 2
If you are installing Autodesk® Data Management Server for In this chapter
the first time, follow the procedures in this chapter to prepare ■ Setup Overview
■ Installation Requirements
for the installation. There are several factors to consider when
■ Web Services Software
determining the configuration of the system as well as ■ System Configuration
important recommendations to help ensure a successful ■ Server Installation
■ Working with Microsoft
deployment. Windows Vista

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 2008

(page 27). Important procedures are provided to ensure

a successful upgrade.

9
Setup Overview
Before installing, prepare the environment for the Autodesk Data Management
Server and client software.

■ If you are installing Autodesk Data Management Server on a computer

running Microsoft® Windows Vista™, read Working with Microsoft
Windows Vista at the end of this chapter for special considerations
regarding Windows Vista

■ Verify system requirements for the operating system, hardware and other
requirements, and Web services software

■ Verify compatibility with other software installed on the system

■ Determine the vault system configuration best suited for your use

■ Resolve any issues discovered during the server pre-installation checks,

and then continue with the server software installation

NOTE It is important that you read the System Configuration section if you are
considering multiple vaults.

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.

10 | Chapter 2 Installing Autodesk Data Management Solutions

 NOTE See "SQL Server Upgrade" if your system will exceed 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
ADMS, the existing database must be removed before the ADMS can be installed.

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

Microsoft Windows® XP Home SP2 •

Microsoft Windows XP Professional SP2 • • •1

Microsoft Windows 2000 Professional SP4 • •1

Microsoft Windows Vista Ultimate 3 • • •

Microsoft Windows Vista Enterprise 3 • • •

Microsoft Windows Vista Business 3 • • •

Microsoft Windows Vista Home Premium • •

Microsoft Windows Vista Home Basic • •

Microsoft Windows 2000 Server 2 •

Microsoft Windows Server 2003 Server Standard 2 SP1 • •

Operating System Requirements | 11

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

Microsoft Windows Server 2003 Server Standard R2 2 SP1 • •

Microsoft Windows Server 2003 Enterprise 2 SP1 • •

Microsoft Windows Server 2003 Enterprise R2 2 SP1 • •

Microsoft Windows Server 2003 Small Business Edition 2 SP1 •

Microsoft Windows Server 2003 Small Business Edition R22 SP1 •

1 Limited to a maximum of 10 concurrent connections

2 For Best performance on servers, Autodesk recommends a dedicated member
(non-domain controller) server
3 Limited to a maximum of 10 concurrent requests (data management queries)
The table indicates 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 2 GB 512 Mb Pentium 4, Xeon,

Athlon, 1.0 GHz

Recommended 60 GB 1 GB Pentium 4, Xeon,

Athlon, 2.0 GHz

12 | Chapter 2 Installing Autodesk Data Management Solutions

 Disk Space Memory Processor

Preferred 120 GB 2 GB Pentium 4, Xeon,

Athlon, 2.0 GHz

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

■ Internet connection for Web downloads and Subscription Aware access.

■ Microsoft® Internet Explorer 6 SP1 or later.

■ Autodesk recommends 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.

Web Services Software

Web services enable clients to communicate with the server. Autodesk® Web
Server (AWS) is included with Autodesk Data Management Server but offers
limited capability. Microsoft® Internet Information Services (IIS) provides
expanded capability and is required for anything more than a single-user
configuration.

Autodesk Web Server

Autodesk Web Server allows a single client installed on the same computer as
the server to access the server. This is useful for a single-user installation on
a single computer, or for evaluating one of the Autodesk data management
solutions. In this situation, Autodesk Web Server can be used as a substitute
for Microsoft Internet Information Services (IIS).

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.

Other Requirements | 13
Microsoft Internet Information Services
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.

Install IIS on the server

1 On the Start menu, click Settings ➤ Control Panel.

2 In the Control Panel dialog box, double-click Add or Remove Programs.

3 In the Add or Remove Programs dialog box, click Add/Remove Windows

components.

4 In the Windows Components Wizard, scroll to and then select Internet

Information Services (IIS). Only the default set of IIS components are
required for Autodesk Data Management Server. There is no need to select
additional components.

5 If needed, insert the original Microsoft Windows installation CD into the

CD drive on the server. Click Next. The IIS Windows components are
installed.

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; however, the single-server model is the solution recommended by
Autodesk 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.

Reliability
More complex deployments are possible; however, the more complex the
deployment, the more potential points of failure there are in your data
managment 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

■ Multiple design teams

■ A single user

Server Configurations | 15
 ■ Multiple remote sites sharing data

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

one site, see Configuring a Multi-Site Environment.

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.

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).

16 | Chapter 2 Installing Autodesk Data Management Solutions

■ A separate server is recommended for optimal performance.

■ 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 DCD/CD.

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.

18 | Chapter 2 Installing Autodesk Data Management Solutions

 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.

■ 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® Replicator 2008, 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.

NOTE For more information on installing Autodesk Productstream Replicator 2008

and setting up an environment comprised of more than one site, see Setting Up
a Multiple Site Environment (page 61).

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

SQL Server Upgrade | 19

 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.
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 purging old file versions from the vault,
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 2008, 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.

Microsoft Windows XP SP2 Firewall

When running the Windows XP operating system, Service Pack 2 enables use
of the Windows firewall for added security. The firewall must be configured
to allow client access to the Autodesk Data Management Server.

Configure the Windows XP SP2 firewall

1 From the Windows Start menu, click Control Panel.

2 Double-click Security Center and then Windows Firewall.

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

20 | Chapter 2 Installing Autodesk Data Management Solutions

 4 In the Add a Port dialog box, enter the following information:
Name: Vault
Port: 80

5 Ensure that TCP is checked.

6 Click OK.

Advanced Configurations
For more information about configuring Autodesk Data Management Server,
see the Advanced Configuration Guide for Autodesk Data Management Server 2008
available in the online knowledge base at www.autodesk.com. The Advanced
Configuration Guide for Autodesk Data Management Server 2008 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

■ Troubleshooting deployment issues

Server Installation
1 Insert the Autodesk installation media into the computer that will host
the Autodesk Data Management Server and then follow the steps to begin
the guided installation process.

2 On the Select Products to Install page, select Autodesk Data Management

Server 2008. You can optionally install a data management client on the
server as well.

Advanced Configurations | 21
 3 On the Review-Configure-Install page:
■ Click Install to install the Autodesk Data Management Server with
the default file locations and settings, or

■ Select Autodesk Data Management Server 2008 from the drop-down

list and then click Configure to configure the Autodesk Data
Management Server installation. For more information about using
a local or remote SQL instance, see the next section Local or Remote
SQL? (page 22).

4 By default, a shortcut for the ADMS Console is created on the desktop

during installation. Turn off the check box to not create a shortcut.

5 Before ADMS is installed, a series of checks is performed to verify that

your operating system environment is compatible with the Autodesk data
management framework. The checks can be run in three different
interactive modes. Select the interactive mode for the checks from the
drop-down list.

6 Specify the location for the ADMS Console application and then click
Next.

7 When you are done configuring the installation, click Configuration

Complete. You are returned to the Review-Configure-Install page. If you
are done configuring applications to install, click Install to begin the
installation process.

Local or Remote SQL?

By default, the ADMS installer is configured to use a local SQL instance. If a
compatible local SQL instance named 'AUTODESKVAULT' is detected, ADMS
connects to the existing database. You are prompted to migrate the existing
database once the installation is complete. If a local SQL instance named
'AUTODESKVAULT' is not detected or if the local instance is not compatible,
then Microsoft SQL Express 2005 is installed.
The remote SQL database configuration is for use in a multiple site
environment.Configuring ADMS to use remote SQL is done using Autodesk
Productstream Replicator 2008.

NOTE For more information on installing Autodesk Productstream Replicator 2008

and setting up an environment comprised of more than one site, see Configuring
a Multi-Site Environment

22 | Chapter 2 Installing Autodesk Data Management Solutions

Server Checks
Before Autodesk Data Management Server is installed, a series of checks is
performed to verify that the operating system configuration is compatible
with ADMS. For a complete list of the conditions that are checked prior to
installation and additional information, see the installer online Help. If any
conditions require action, the installer Help includes directions for resolving
the issue.

Pre-installation Checks
Pre-installation checks run automatically to verify the requirements of the
host computer to which the server is being installed.

■ If all of the checks pass, the installation can continue.

■ A warning indicates that there is the potential for a problem during

installation. If the installation does not continue as a result of a warning,
corrective actions might be necessary before proceeding.

■ If action is required, click the corresponding link for help on how to

resolved the issue and then re-check the configuration.

NOTE ADMS is not installed until all failed test conditions are corrected. If any of
the tests fail, you can continue installing other products, but ADMS will not be
installed.

The results are displayed by the installation wizard indicating which conditions
have passed, generated a warning, or failed. A text report, PreChecks.xml, is
written to your current TEMP directory. Typically, this is: C:\Documents and
Settings\[user]\Local Settings\Temp\EDMLog\Server. Should it be necessary to
seek assistance, the report can be forwarded to your IT staff or to Autodesk.

View Pre-installation Reports

In the Autodesk Data Management setup, click View Report. An . xml file that
includes the version of the operating system, the data and the time of the
installation, the machine name of the computer, and the complete results of
the pre-installation checks is displayed.

Server Checks | 23
 Repeat Pre-installation Checks
If the pre-installation report indicates one or more warnings or failures
requiring corrective action, perform those actions and then run the
pre-installation checks again.
In the Autodesk Data Management setup, click Re-check. The conditions are
checked again and the report window is updated to reflect the new results. If
all of the checks pass or there are any warnings that can be ignored, click Next.
If any of the checks fail, make the necessary corrections and then click
Re-check.

Finish Installation
You are prompted to view the Readme file, view additional documentation,
and to launch ADMS Console. Make your selections, and then click Finish.

NOTE If you are upgrading from a previous version of Autodesk Data Management
Server, the existing database is migrated when you first launch ADMS Console. It
is recommended that you start ADMS Console before you proceed.

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.
See chapter 6 for how to create additional user accounts and perform
maintenance on the Autodesk Data Management Server.
See Managing Autodesk Data Management Server (page 39) to learn how to
log into the Autodesk Data Management server using a client application.

Working with Microsoft Windows Vista

Autodesk Data Management Server can be installed on a computer running
Microsoft Windows Vista. Some system settings need to be configured in
Windows Vista for use with Autodesk Data Management Server.

NOTE The following instructions are for Microsoft Windows Vista only.

24 | Chapter 2 Installing Autodesk Data Management Solutions

Configure Internet Information Services (IIS) 7.0
If you will be using Internet Information Services 7.0 with Autodesk Data
Management Server, IIS 7.0 must be configured before installing Autodesk
Data Management Server. Install IIS 7.0 and then configure the following
system options in addition to the basic IIS configuration options.

1 From the Windows Start menu, select Control Panel.

2 In the Control Panel, double-click Programs.

3 From the Programs and Features group, select Turn Windows features on
or off.

4 You are prompted to allow the application to run. Click Continue.

5 In the Windows Features dialog box, expand Information Services ➤

Web Management Tools ➤ IIS 6 Management Compatibility.

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.

9 Click OK.

User Account Control

If you will be scheduling automatic backups using ADMS 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 You are prompted to allow the security policy application to run. Click
Continue.

Configure Internet Information Services (IIS) 7.0 | 25

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

5 Locate the policy User Account Control: Behavior of the elevation prompt
for administrators. Right-click the policy and then select Properties.

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

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

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

26 | Chapter 2 Installing Autodesk Data Management Solutions

Upgrade to Autodesk
Data Management
Server 2008
3
One of the first steps to a successful deployment is to assess In this chapter
your organization's needs and ability to move to the next ■ Requirements
■ Testing
version. The checklists provide a starting point of some of the
■ Migration
major areas that you should consider before moving to a new
■ Before You Upgrade
release. ■ Install Autodesk Data
Management Server 2008

27
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.

Category Current Configuration

CPU

Memory

Free Disk Space

Software
If you are planning on using the new version of Autodesk® Vault 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.

Category Current Configuration

AutoCAD Civil 3D®

28 | Chapter 3 Upgrade to Autodesk Data Management Server 2008

 Category Current Configuration

AutoCAD®

Operating System - Server

Service Pack - Server

Operating Systems - Clients

Service Packs - Clients

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?

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)

Business Requirements | 29
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
environment before upgrading to the next release of Autodesk Vault.

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.

30 | Chapter 3 Upgrade to Autodesk Data Management Server 2008

 Test Machine Settings Benefits

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

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

Migration
ADMS Console can migrate a vault from release 4 or 5 to work with Autodesk
Data Management Server 2008. If you currently have a vault database earlier
than release 4, migrate it first to release 4 and then use ADMS Console to
migrate it to work with Autodesk Data Management Server 2008.

Before You Upgrade

When upgrading from a previous version of Autodesk Data Management
Server 2008, 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 5. 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 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 5 or earlier

■ Autodesk Vault 5 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)

Migration | 31
 NOTE Do NOT uninstall the SQL instance AUTODESKVAULT.

Install Autodesk Data Management Server

2008
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 2008. See Installing Autodesk Data Management Solutions
(page 9) 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 must be
migrated to either version 4 or 5 before being migrated to version 6 or higher.
An Autodesk Productstream vault cannot be migrated for use with Autodesk 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.

32 | Chapter 3 Upgrade to Autodesk Data Management Server 2008

Installing Autodesk Data
Management Clients 4
The Autodesk data management clients include the integrated In this chapter
add-ins for applications such as AutoCAD Civil 3D and ■ Data Management Client
Requirements
AutoCAD®, as well as the stand-alone client Autodesk® Vault
■ Client Installation
Explorer. 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.

33
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
2008, all server and client components must be upgraded.

Operating Systems

■ Microsoft® Windows® XP Home (SP2)

■ Microsoft Windows XP Professional (SP2)

■ Microsoft Windows 2000 Professional (SP4)

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

■ Microsoft Windows Vista Enterprise (32-bit and 64-bit)

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

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

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

■ Microsoft Windows XP Professional x64 Edition

Recommended Hardware

■ Pentium 4, Xeon, 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 Autodesk Data Management Server on a dedicated computer.

34 | Chapter 4 Installing Autodesk Data Management Clients

 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 2008. Installing Autodesk Data Management Server
2008 requires that all clients are upgraded to version 2008.

■ 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 2008 media.

If the Autodesk Vault Add-in for Microsoft® Office was shipped with your
software and one or more of the following Microsoft products is installed and
registered on your machine, it will be automatically installed. Microsoft Office
2007 applications are not supported.

■ Microsoft® Word 2000/XP/2003

■ Excel® 2000/XP/2003

■ PowerPoint® 2000/XP/2003

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.

Client Installation | 35
 Installing clients from the Autodesk Vault 2008 CD

1 Insert the Autodesk Vault 2008 CD.

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.

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 Explorer.

■ In AutoCAD Civil 3D, in Toolspace, on the Prospector tab, select

Master View, then right-click Projects ➤ Log In.

■ 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.

36 | Chapter 4 Installing Autodesk Data Management Clients

 Server The name of the computer on which the vault
server is installed.
Database The name of a vault database located on the spe-
cified server. The default is “Vault”. Click the
browse button to select from a list of available
databases on the server.

3 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.

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

5 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

6 Click OK.

7 You are logged into the vault.

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

First Log In | 37
38
Managing Autodesk Data
Management Server 5
This chapter contains the procedures for Autodesk®Data In this chapter
Management Server administration and management. ■ About ADMS Console
■ Performing Vault
Maintenance
■ Backing Up Vault Data
■ Managing User Accounts
■ Managing Vaults
■ Re-Indexing the Server
■ Full Content Indexing
■ Learning and Training

39
About ADMS 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 (ADMS Console) includes tools
for maintaining databases and file stores.

NOTE Never directly move, delete, or edit a file in the file store.

All database and file store maintenance should be performed using ADMS
Console. ADMS 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
ADMS 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 ADMS 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.

40 | Chapter 5 Managing Autodesk Data Management Server

 Start Vault Manager

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

Autodesk Data Management ➤ ADMS 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.

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
Use ADMS 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. When you back up the server, all
users are blocked from accessing the system. In addition, ADMS 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

Performing Vault Maintenance | 41

 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 ADMS 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 ADMS Console backup tools into your tape backup plan.
With the ADMS 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 ADMS Console Help.

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)
START /W "C:\Program Files\Autodesk\Data Management Server
2008\ADMS Console\Connectivity.ADMSConsole.exe" -Obackup
-B"C:\Backup\Vault\A" -VUadministrator -VP[YourPassword]

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

file.

42 | Chapter 5 Managing Autodesk Data Management Server

Creating Tape Backups
There are different ways to use a tape backup system to back up a vault.
Autodesk recommends integrating the Vault Manager 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 Autodesk does 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
SERVERREM 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 2008\ADMS
Console\Connectivity.ADMSConsole.exe" -Obackup -B"C:\Backup\Vault\A"
-VUadministrator -VP

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
IISRESET /START

3 Validate the Tape Backup

To ensure that your backup set will restore properly, test both the backup
and the backup procedures. Autodesk recommends that you install the

Creating Tape Backups | 43

 Autodesk Data Management Server on a separate computer and test a full
restore of the data using the Restore command in Vault Manager.

Restoring Vaults from Back Ups

1 Stop the Web services.

2 Click Tools ➤ Restore.

3 Restoring a vault deletes the current data sets and file store. This action
cannot be undone. You are prompted for confirmation before proceeding.
Click Yes.

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

5 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.

6 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.

7 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.

8 Click OK.

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

Manager. 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.

44 | Chapter 5 Managing Autodesk Data Management Server

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 ADMS
Console Help.

Adding or Editing User Accounts

Create a user account and grant vault access

1 Click Tools ➤ Administration.

2 In the Administration dialog box, click Users.

Managing User Accounts | 45

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

46 | Chapter 5 Managing Autodesk Data Management Server

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

■ Last name

■ User name

■ Email address

Adding or Editing User Accounts | 47

 5 Enter a password and confirm it.

6 Click Roles and assign one or more roles to the account. Roles determine
the level of access to the vault.

7 Click Vaults and select one or more vaults for the account to access.

8 Select the Enable User check box. Until the account is enabled, it is not
available for use and cannot access the vault

Repeat this process for each new user account needed. Each new user is granted
access to the selected vaults on the server.

Edit a user account

1 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.

48 | Chapter 5 Managing Autodesk Data Management Server

 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
Assign a role to a user account

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 one or more roles, and then click OK.

5 In the Add Roles dialog box, select one or more roles, and then click OK.

NOTE For users of AutoCAD Civil 3D, do not select the roles Content Center
Administrator, Content Center Editor, or Content Center Reviewer.

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.

More than one role can be assigned to a user account. The permissions are a
union of the assigned roles.

Assigning Roles | 49
Granting Vault Access
Grant user access to a vault

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

Disable a user account

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.

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

50 | Chapter 5 Managing Autodesk Data Management Server

 design team, since data and folder mappings cannot be shared across vaults.
However, you may want to create additional vaults for:

■ test purposes so users can become familiar with vault procedures without
affecting the main vault

■ contractors may 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 Vault Manager, 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.

Deleting Vaults
Vaults that are no longer in use can be deleted. Before deleting any vault, back
up the data.

1 In Vault Manager, click Vaults.

2 Select a vault to delete.

3 Click Actions ➤ Delete Vault.

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

Deleting Vaults | 51
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 appendix of this document, or on the online Vault
Knowledge Base.

NOTE Use only ADMS 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 and then stop the Web service.

2 In Vault Manager, select a vault from the main view.

3 Click Actions ➤ Detach.

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

52 | Chapter 5 Managing Autodesk Data Management Server

 Detach the master vault

1 Ensure that no users are accessing the vault and then stop the Web service.

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, 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.

Purging Vault Data | 53

 ■ 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 Stop the Web services.

2 Select a vault from the main view.

3 Click Actions ➤ Purge.

4 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 Specify how many file versions to leave in the vault.
latest
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.

5 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.

54 | Chapter 5 Managing Autodesk Data Management Server

 The Autodesk Data Management Server utilizes a technology created by
Microsoft® called iFilters. iFilters are small applications that exist on the server
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" will return 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™

■ 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 (page 56).

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.

Adding New Properties | 55

 Removing properties from the system requires first using Autodesk Vault
Explorer or Autodesk Productstream's "File Properties" management inside of
the administration tools.
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 again.
For more information on re-indexing properties and property maintenance,
see the ADMS 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 ADMS 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.

4 You are prompted to stop the Web service for this operation. Click Yes.

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.

56 | Chapter 5 Managing Autodesk Data Management Server

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.

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 ADMS 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.

Microsoft Indexing Service | 57

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.

58 | Chapter 5 Managing Autodesk Data Management Server

 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

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.

Getting Training | 59
60
Setting Up a Multiple
Site Environment 6
Multiple remote sites can be configured to access the same In this chapter
vault data. A site is comprised of a dedicated Autodesk Data ■ About Multiple Sites
■ Install Autodesk Data
Management Server and a file store. Each site accesses a shared
Management Server on the
First Site
AUTODESKVAULT SQL instance.
■ Configure Microsoft SQL
Server 2005 for Remote
Access
■ Create a Shared Network
Folder
■ Install Autodesk
Productstream Replicator
2008
■ Install Autodesk Data
Management Server on
Additional Sites
■ Managing Sites

61
About Multiple Sites
Setting up a multi-site environment requires:

■ The Autodesk Productstream Replicator 2008 installation media

■ Installing Autodesk Data Management Server on the initial site and running
Autodesk Productstream Replicator 2008

■ Configuring SQL for remote access

■ Creating a network shared folder

■ Installing Autodesk Data Management Server at each additional site and

connecting each additional site to the remote SQL instance

■ Running Autodesk Productstream Replicator 2008 at each location

■ Enabling vault access

Install Autodesk Data Management Server on

the First Site
The first site in a multiple site environment can be an existing site with
Autodesk Data Management Server 2008 already installed or a new installation.
If the first site already has Autodesk Data Management Server 2008 installed,
proceed to Configure Microsoft SQL Server 2005 for Remote Access.

NOTE The remote SQL database configuration is for use in a multiple site
environment. Autodesk Productstream Replicator 2008 requires using a remote
SQL instance. Configuring ADMS to use remote SQL is done using Autodesk
Productstream Replicator 2008.

1 On the first site, insert the Autodesk® Productstream®Replicator 2008

installation media.

2 From the installation screen, select either Autodesk Productstream or

Autodesk Vault depending on which version of the Autodesk Data
Management Server you want to install on the first site.

62 | Chapter 6 Setting Up a Multiple Site Environment

 NOTE All sites must use the same version of Autodesk Data Management
Server 2008 and have the same service packs installed. If the Autodesk Data
Management Server installed on the first site is the ADMS installed with
Autodesk Vault, the subsequent sites must also use the ADMS installed with
Autodesk Vault. If the Autodesk Data Management Server installed on the
first site is the ADMS installed with Autodesk Productstream, the subsequent
sites must also use the ADMS installed with Autodesk Productstream.

3 From the Select the Products to Install page, select Autodesk Data
Management Server 2008 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 User and Product Information page, provide your first name, last
name, and the name of your organization and then click Next.

6 On the Review - Configure - Install page, select Autodesk Data

Management Server 2008 from the drop-down list and then click
Configure.

7 On the ADMS configuration tab, specify either a local or a remote SQL

instance. For the first site in a multiple site environment, the SQL instance
can be either local or remote. For all subsequnet sites, the corresponding
installation of ADMS 2008 is configured to access a remote SQL instance.

8 Click Browse to select the installation location for Microsoft SQL Server.

9 By default, the database is installed in the same location as Microsoft SQL

Server. Click Browse to change the location for the SQL database.

NOTE The disk space requirements are displayed below the selected
installation folders.

10 By default, ADMS console is installed in C:\Program Files\Autodesk. Click

Browse to change the default installation location.

11 The default location for the file store is C:\Documents and Settings\All
Users\Application Data\Autodesk.

NOTE The default location for the file store in Microsoft Windows Vista is
C:\ProgramData\Autodesk.

Install Autodesk Data Management Server on the First Site | 63

 12 Click Configuration Complete.

13 Click Install.

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.

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.

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.

64 | Chapter 6 Setting Up a Multiple Site Environment

 14 Locate the SQL Sever Browser service. Right-click the service and then
select Properties.

15 In the SQL Server Browser Properties (Local Computer) dialog box, change
the startup type to be Automatic and then click OK.

16 Right-click SQL Server Browser and then select Start.

Create a Shared Network Folder

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 ADMS and
SQL. The space requirement for the shared folder is equal to the total of all
database files.
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 on 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 Replicator.”

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.

9 Give both accounts Full Control.

10 In the Permissions dialog box, click OK.

Create a Shared Network Folder | 65

 11 In the Properties dialog box, click OK.

Install Autodesk Productstream Replicator

2008
Multi-site support must be enabled for the Autodesk Data Management Server
on the intitial site as well as for the Autodesk Data Management Server on
each additional site. Follow the steps below on each site to install Autodesk
Productstream Replicator 2008.

1 On the first site, insert the Autodesk Productstream Replicator 2008

installation media.

2 From the installation screen, select Autodesk Productstream Replicator

2008.

3 In the Autodesk Productstream Replicator 2008 installation wizard, click

Install Products.

4 Click Next.

5 On the Select the Products to Install page, Autodesk Productstream

Replicator 2008 is selected by default. Click Next.

6 On the Accept the License Agreement page, click I Accept and then click
Next.

7 The Review - Configure - Install page summarizes what will be installed.

Click Install.

8 The Installation Complete page indicates that Autodesk Productstream

Replicator 2008 has been installed. Click Finish.

9 Once Autodesk Productstream Replicator 2008 is installed, you must log

into ADMS Console to complete the upgrade process.

10 In the navigation pane, click Sites.

11 Enable the vaults that should be accessible from this site.

NOTE Before other sites can be added, at least one vault must be enabled
on the first site. If you installed Autodesk Productstream Replicator on.

66 | Chapter 6 Setting Up a Multiple Site Environment

Install Autodesk Data Management Server on
Additional Sites
The additional sites in the multi-site environment must have ADMS installed
and be configured to access the SQL instance used by the first site. Auotdesk
Productstream Replicator 2008 must then be installed on each site. The
connection to the remote SQL instance is configured during the installation
of ADMS 2008 on the additional sites. Follow these steps for each additional
site.

1 On the remote site, insert the Autodesk® Productstream®Replicator 2008

installation media.

2 From the installation screen, select either Autodesk Productstream or

Autodesk Vault depending on which version of the Autodesk Data
Management Server you want to install on the first site.

NOTE If the Autodesk Data Management Server installed on the first site is
the ADMS installed with Autodesk Vault, the subsequent sites must also use
the ADMS installed with Autodesk Vault.

3 From the Select the Products to Install page, select Autodesk Data
Management Server 2008 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 2008 from the drop-down list and then click
Configure.

6 Select the Autodesk Data Management Server 2008 tab.

7 Select Use remote SQL.

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.

Install Autodesk Data Management Server on Additional Sites | 67

 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 ADMS 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, follow the instructions in Install Autodesk
Productstream Replicator 2008. Repeat this process for each additional site.

Managing Sites
Sites are managed and maintained using ADMS Console. For more information
and additional site management features, see ADMS Console Help.

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

Data Management ➤ ADMS Console.

2 Log into ADMS Console.

3 In the navigation pane, select Sites.

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

■ Server Name

■ Description

■ Location of File Store

■ Vault Name

68 | Chapter 6 Setting Up a Multiple Site Environment

 ■ Vault Status

■ Replication Type

■ Last Replication

■ Next Replication

■ Site Status

Change the description of a site

1 Select a site from the list.

2 Right-click on 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 fie 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.

2 Right-click on 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.

Change the description of a site | 69

 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.

70 | Chapter 6 Setting Up a Multiple Site Environment

Performance Tuning
A
There are several ways to enhance the overall performance of In this appendix
Autodesk Vault and Productstream. Before proceeding, it is ■ Key Terms
■ Tuning Autodesk Data
recommended that you readUnderstanding Vault Architecture
Management Server
Performance
(page 3) in this guide.
■ Vault Client Performance

71
Key Terms
Term Definition

Performance Tuning Monitoring and analyzing the performance of a system and adjusting its config-
uration 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 Windows or the Macintosh 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 coalesces 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.

Customize View A command in Vault Explorer to customize the information shown in the display
grid.

Tuning Autodesk Data Management 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.

72 | Appendix A Performance Tuning

Operating System
A dedicated server operating system such as Microsoft® Windows® 2003 Server
or Microsoft Windows 2000 Server is preferable to workstation operating
systems such as Microsoft 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.

Operating System | 73
74 | 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 | 75
 Initial memory usage by Autodesk Data Management Server.

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

2 Microsoft SQL Server Process

3 IIS Main Web Server Process

76 | 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 | 77
 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.

78 | Appendix A Performance Tuning

3 Click the Defragment button.

Disk Performance | 79
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.

80 | 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 | 81

 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.

82 | 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 | 83
 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" 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.

84 | Appendix A Performance Tuning

Troubleshooting
B
Learn how to use the Autodesk® Server Diagnostics Tool or In this appendix
the Autodesk online Knowledge Base to solve problems that ■ Key Terms
■ Server Diagnostics Tool
might occur when installing or using Autodesk Data
■ Advanced Troubleshooting
Management Server.

85
Key Terms
Key Terms Definition

Autodesk Data Management Server Dia- A program that can performs a series of
gnostic Tool 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

products.

Autodesk Data Management Server The server used in conjunction with

Autodesk Vault for storing files and version
data.

Log file A text file generated by the Autodesk

Server Diagnostic Tool containing import-
ant system configuration information.

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

Data Management ➤ Tools ➤ Autodesk Server Diagnostics Tool.

86 | Appendix B Troubleshooting
2 In the Diagnostics Tool Setup dialog box, click Run Checks.
When Checking, all the results of the diagnostic tests will be displayed
in a list indicating which of the checks have passed successfully, have
generated a warning, or have failed.

Server Diagnostics Tool | 87

 ■ 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 an error and how to correct it

■ 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.

88 | Appendix B Troubleshooting
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
andSettings\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.

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.

View Diagnostic Log Files | 89

90
Index
A
Autodesk Data Management Server 2–
S
5, 7, 10, 12–14, 21, 28, 31, 50 servers 2–5, 10, 43
advanced configurations 21 databases 4–5
before upgrading to version 5 31 SQL 10, 43
components 4 Web 2–4
hardware requrements 12
installing 10
managing 50 V
operating system requirements 12
recommended configurations 14 vaults 2–3, 6, 17–18, 20, 31, 35, 40–41,
upgrading to version 5 28 43–45, 48–53
utilities 7 adding user accounts 45
Web servers supported 5 architecture 3
Web services 13 assigning roles to user accounts 49
Autodesk Productstream 36 attaching, detaching 52–53
Autodesk Vault Explorer 6 backing up, restoring 31, 40–41, 43–
Autodesk Vault Manager 40–41 44, 52
clients 2, 6, 17–18, 20, 35
components 40
C creating 40
creating, deleting 51
clients, installing 34–35 databases 40
Content Center libraries 7 disabling user accounts 50
maintaining 7 editing user accounts 48
granting access 50
F master databases 40, 52
migrating 31
file stores 5, 40 purging data 53

I W
integrating add-ins 36 Web services 3

R
requirements for clients 34

91 | Index
92