Vault Best Practices Whitepaper Autodesk-Books Pdf

Vault Best Practices Whitepaper Autodesk
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BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT, Vault Server. The vault server is the core of the vault holding all the data and software There are three. key components to the server the web server the database and the file store. Web Server The web server can be one of two software applications either. Microsoft Internet Information Services IIS or the Autodesk Web Server The. Autodesk Web Server is not covered in this document because it works only for. configurations where the entire vault environment is installed on a single. computer Server and Clients with CAD software IIS hosts components known. as NET Web Services The web services provide all the logic needed for the. vault to operate Web services communicate with the other components via. standard HTTP methods In fact all vault communication is via these Web. Services over the web server s port 80, Database Server The database server stores all the metadata for the vault By. default Autodesk Vault installs a limited release of Microsoft SQL Server 2000. called Microsoft Desktop Engine MSDE You can upgrade MSDE to full SQL. Server at any time Please contact your local Microsoft reseller for details on. pricing and availability The metadata stored in MSDE is crucial to the operation. of the vault It provides the search index and maintains the file relationships for all. the data in the file store, File Store The file store is the secure location where files are actually stored. The file store and the database server work together pairing metadata with. actual files to provide all the data needed to do your work This location is. controlled by Autodesk Vault Never access or manipulate the file store directly. Instead access the file store only through the vault clients such as Vault. Explorer or an application integration explained in more detail in the next section. Likewise perform file store maintenance only using Autodesk Vault Manager. Vault Clients, A vault client is any application that connects to the vault server to perform vault. operations such as Autodesk Vault Explorer or any of the application integrations. Vault Explorer, This application is a generic interface to the vault server Think of it as you would any.
desktop explorer functionality You can browse the complete vault structure add any file. to the vault and perform just about any operation in a generic way. Vault Application Integrations, Most other integrations fall into this category These are specialized integrations within a. parent application such as Autodesk Vault for Autodesk Inventor software Autodesk. Vault for AutoCAD software Autodesk Vault for Microsoft Office and so on These. clients provide two things, Direct access to the vault via the application. More data knowledge to the vault when interacting with the vault server. BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT, Autodesk Inventor relationships are one example When data is added to the vault using. the Autodesk Inventor add in the vault maintains all the complex relationships that are. created by assemblies drawings presentations and so on. 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 the integrated clients whenever. Installation, 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 computer dedicated to. Autodesk Vault 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 Autodesk Vault Other applications known to interfere with. Vault are Microsoft Exchange using the computer as either an Internet or intranet server. and other data management and document management systems. Figure 2 Recommended configuration, Other Configurations.
There are many other ways to configure and install Autodesk Vault however the single. server model is the solution recommended by Autodesk for the following reasons. Installation and configuration When you use a single computer to host all. server software there are far fewer parts to diagnose should any problems arise. Few tools are currently available to diagnose different configurations thus. increasing guesswork, BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT. Performance When clients access data from the server the data is located. and then passed back to the client This process works best when all data is. stored on a single machine reading files directly from the local disk. Backup and restore Backing up data is much more efficient on a single server. machine Because the backup process involves extensive transfer between files. keeping the components as close to each other as possible improves. performance and reliability of the backup process, Reliability In general the more parts you add to your system the less reliable. it becomes and the more troubleshooting it requires. System Requirements, Before installation verify that your hardware meets the minimum system requirements Of. course you should meet the preferred requirements if possible See the Autodesk website. for the latest system requirements, Visit www autodesk com vault for more information about Autodesk Vault system. requirements, Upgrading from a Previous Release, If you already have Autodesk Vault installed follow these steps to upgrade your system.
1 Back up your vault Always make sure you have a valid backup of your data. created using the supplied backup utility before upgrading your software It is. important to use the backup feature in Autodesk Vault Manager to back up your. 2 Check the Autodesk Knowledge Base http support autodesk com for any. additional information regarding the upgrade, 3 Follow the directions in the Managing Your Data manual that comes with the. Multiple Vaults, Autodesk Vault has the ability to create and 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. Note Using a single vault is the recommended method. BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT, Benefits of Using Multiple Vaults. Following are some of the benefits of using more than one vault. One of the best reasons is to provide training areas where users can feel free to. experiment without interfering with the main vault It is even possible to create a. new vault for each user for training purposes deleting them when they are. For companies that specialize in engineering consulting it may be useful to. create a separate vault for each customer you work with This enables you to. keep templates standards and project information separate and isolated. You can support different departments within your group If you have multiple. teams that work on separate projects and do not need to share data multiple. vaults may help, Downside of Using Multiple Vaults. 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, Figure 3 Multiple Vaults.
BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT, Full SQL Server Upgrade. You should consider upgrading to full SQL Server if either the following conditions occurs. The number of users is greater than 10, The amount of metadata stored in a single vault is greater than 2 GB Note This is the. amount of metadata in a vault and not the amount of actual file data in the file store. Note It is important to monitor the size of the SQL database file If you find your database file. approaching 1 5 GB you should consider either purging old versions from the vault removing. unwanted properties from the system or start planning your upgrade to full SQL Information about. purging old versions and removing unwanted properties is available in the help system. There are two supported methods for upgrading or installing SQL Server for use with Autodesk. Upgrading MSDE to full SQL Server, Installing Autodesk Data Management Server on an existing AUTODESKVAULTSQL. Both methods can be found in the Autodesk Vault Advanced Configuration Guide accessible on. the Autodesk website Both methods are supported however the recommended and simplest. method is to upgrade MSDE to full SQL Server, Note Installing Autodesk Vault on an existing SQL Server installation is not supported It is. dangerous to have multiple business systems share the same instance of SQL Server If you. currently own a license of SQL Server in a per processor mode or an Enterprise license of SQL. Server in the Server CAL mode you may install SQL on the same computer under an additional. instance The following text is from Microsoft s website on SQL server licensing. www microsoft com sql howtobuy faq asp, Q How does licensing work with the multi instance feature in SQL Server 2000.
A You can run multiple instances of SQL Server 2000 on a single computer Multiple instances are. used by organizations that have several applications running on a server but want them to run in. isolation so that any problem in one instance will not affect the other instances. Under the Processor licensing model of SQL Server 2000 you can install multiple instances of. SQL Server on the same computer without having additional licenses Under the Server CAL. model you can install multiple instances of SQL Server on the same computer only if you use SQL. Server 2000 Enterprise Edition With Standard Edition using the Server CAL licensing model you. must have a separate license for each instance, BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT. Learning and Training, Before you roll out Autodesk Vault to all users in your group it is a good idea to learn the basics. and understand your deployment approach Generally Autodesk Vault is not difficult to implement. however since it can affect multiple users you need 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 provided by an Autodesk Authorized. Training Center in addition to the following steps. As a first step to learning to use Autodesk Vault refer to the tutorials included in the Autodesk Vault. help file There is a tutorial for each of the design applications including Autodesk Inventor. AutoCAD Mechanical AutoCAD Electrical and Autodesk Mechanical Desktop software You. can access these tutorials from the Help menu in the respective design tool. Training Other Users, As mentioned earlier when training other users on Autodesk Vault it is good to use a new. personalized vault for learning purposes Since a new vault is completely independent of others. there is no risk that the learning process will interfere with production data. Creating a Backup Plan, Backing up Autodesk Vault is essential The following are recommendations for backing up.
Autodesk Vault, Using the Backup Restore Utility, Autodesk Vault includes a backup and restore utility that packages all necessary data to restore a. server if a failure should happen This utility is accessed via the Vault Manager and can trigger a. manual backup and restore at any time When backing up and restoring the Autodesk Data. Management Server no users can access the vault In fact when you back up the vault all users. are blocked from accessing the system, In addition Autodesk Vault Manager backs up or restores all vaults on the server There is no way. to select individual vaults to back up or restore, BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT. Figure 4 Back up and restore with Vault Manager, Creating a Backup Schedule. The next step is to automate the process The two most common methods are using the Windows. Task Scheduler and including the backup as part of a tape backup set. Windows Task Scheduler, This process uses the backup tools included with Vault Manager as part of a standard Microsoft.
Windows batch file, 1 Create a new text file called Backup txt. 2 Insert the following text, REM THIS WILL STOP THE WEB SERVER AND CYCLE THE SQL SERVER. REM PROVIDING THE BEST RESULTS FOR BACKING UP THE VAULT. IISRESET STOP, NET STOP MSSQL AUTODESKVAULT, NET START MSSQL AUTODESKVAULT. REM DELETE B AND CASCADE A BACKUP SUBDIRECTORIES, RMDIR Q S C Backup Vault B. MOVE Y C Backup Vault A C Backup Vault B, REM CREATE A NEW DIRECTORY FOR THE BACKUP.
MKDIR C Backup Vault A, REM START THE BACKUP PROCESS THIS IS ONE LINE OF TEXT. C Program Files Autodesk Data Management Server 4 Vault. Manager Connectivity VaultManager exe Obackup B C Backup Vault A. VUadministrator VP, REM START THE WEB SERVER, IISRESET START. 3 Edit the backup paths and installation paths as needed The preceding text should work as. is for a default installation, 4 Change the name of the text file to Backup bat to convert it to a batch file. BEST PRACTICES FOR IMPLEMENTING AUTODESK VAULT, Tape Backup System. There are different ways to use a tape backup system to back up the vault backing up the vault. directly or by using a method similar to the Windows Task Scheduler. The preferred and most reliable method for backing up the vault is to integrate the Vault Manager s. the Autodesk Inventor add in the vault maintains all the complex relationships that are created by assemblies drawings presentations and so on 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 the integrated clients

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