Autodesk_Vault_2010_Implementation_Guide.pdf

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Autodesk Vault 2010
Implementation Guide
Part No. 569B1-050001-PM01A
January 2009
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© 2009 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be
reproduced in any form, by any method, for any purpose.
Certain materials included in this publication are reprinted with the permission of the copyright holder.
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Disclaimer
THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. "AS IS." AUTODESK, INC. DISCLAIMS
ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS.
Published by:
Autodesk, Inc.
111 Mclnnis Parkway
San Rafael, CA 94903, USA
Contents
Vault Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Book Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Conventions Used In This Book . . . . . . . . . . . . . . . . . . . . . . 4
Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Chapter 2 Understand Autodesk Vault . . . . . . . . . . . . . . . . . . . . 7
Vault Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
File Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Vault Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
How Vault Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Autodesk Vault Clients . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Autodesk Vault Client . . . . . . . . . . . . . . . . . . . . . . . . 11
Autodesk Vault Add-ins for Design Applications . . . . . . . . . . 11
Microsoft Office Add-in . . . . . . . . . . . . . . . . . . . . . . . 11
Content Center . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
License Manager Components . . . . . . . . . . . . . . . . . . . . . . 11
Network License Manager . . . . . . . . . . . . . . . . . . . . . . 12
Network License Activation Utility . . . . . . . . . . . . . . . . . 12
iii
FLEXnet Configuration Tools . . . . . . . . . . . . . . . . . . . . 12
SAMreport-Lite . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 13
Operating System Requirements . . . . . . . . . . . . . . . . . . 14
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . 15
Other Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 16
Chapter 3 Plan the Vault Environment . . . . . . . . . . . . . . . . . . . . 17
Information Check List . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Use the Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Number of Users . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Number of Servers . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Server Hardware Specifications . . . . . . . . . . . . . . . . . . . 18
Server Operating Systems . . . . . . . . . . . . . . . . . . . . . . 18
Firewalls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Applications on Servers . . . . . . . . . . . . . . . . . . . . . . . 19
Microsoft SQL Version . . . . . . . . . . . . . . . . . . . . . . . 19
Access Frequency . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Network Speed . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Install Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Chapter 4 Build the Vault Environment . . . . . . . . . . . . . . . . . . . 23
Options for Installing Vault Manufacturing . . . . . . . . . . . . . . . 23
Install FLEXnet for Vault Manufacturing . . . . . . . . . . . . . . . . . 23
How to Install the Network License Manager . . . . . . . . . . . 24
Install and Use the Network License Activation Utility . . . . . . 25
Configure a License Server . . . . . . . . . . . . . . . . . . . . . 30
Install and Use SAMreport-Lite (Optional) . . . . . . . . . . . . . 31
Install Vault Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Pre-Install Microsoft SQL . . . . . . . . . . . . . . . . . . . . . . 32
Set Up Remote SQL . . . . . . . . . . . . . . . . . . . . . . . . . 33
Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . 47
Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . 49
Upgrading Vault Server . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Before You Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . 56
Install Vault Server 2010 . . . . . . . . . . . . . . . . . . . . . . 57
Upgrade Microsoft SQL . . . . . . . . . . . . . . . . . . . . . . . 58
Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Add-in Integration . . . . . . . . . . . . . . . . . . . . . . . . . 62
iv | Contents
First Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Chapter 5 Install the Vault Client . . . . . . . . . . . . . . . . . . . . . . . 65
Data Management Client Requirements . . . . . . . . . . . . . . . . . 65
Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Add-in Integration . . . . . . . . . . . . . . . . . . . . . . . . . 67
Configure and Maintain Vault . . . . . . . . . . . . . . . . . . 69
Chapter 6 Configure Basic Vault Options . . . . . . . . . . . . . . . . . . 71
Log In the First Time . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Use Vault with a Proxy server . . . . . . . . . . . . . . . . . . . . . . . 72
Manage User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Add or Edit User Accounts . . . . . . . . . . . . . . . . . . . . . 73
Assigning Roles to User Accounts . . . . . . . . . . . . . . . . . . 77
Grant Vault Access to Users . . . . . . . . . . . . . . . . . . . . . 77
Disable User Accounts . . . . . . . . . . . . . . . . . . . . . . . . 78
Assign Users to Groups . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Chapter 7 Configure Revision Options . . . . . . . . . . . . . . . . . . . . 81
Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Choose the Revision Scheme . . . . . . . . . . . . . . . . . . . . 81
Create a New Revision Scheme . . . . . . . . . . . . . . . . . . . 82
Lifecycles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Import and Export Configurations . . . . . . . . . . . . . . . . . . . . 85
Chapter 8 Configure Advance Options . . . . . . . . . . . . . . . . . . . . 87
Windows Authentication . . . . . . . . . . . . . . . . . . . . . . . . . 87
Set Up Multiple Site Environments . . . . . . . . . . . . . . . . . . . . 88
What is a Multiple Site Environment . . . . . . . . . . . . . . . . 88
Is Multiple Site Environment Right for You . . . . . . . . . . . . 89
Pre-Install Checklist . . . . . . . . . . . . . . . . . . . . . . . . . 90
Install Vault Server on Additional Sites . . . . . . . . . . . . . . . 90
Manage Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Chapter 9 Data Management Server Maintenance . . . . . . . . . . . . . 95
About Autodesk Data Management Console . . . . . . . . . . . . . . . 95
Perform Vault Maintenance . . . . . . . . . . . . . . . . . . . . . . . . 96
Back Up Vault Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Windows Vista User Account Control . . . . . . . . . . . . . . . 98
Contents | v

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