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  • Autodesk Vault 2010

    Implementation Guide

    January 2009Part No. 569B1-050001-PM01A

  • 2009 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not bereproduced in any form, by any method, for any purpose. Certain materials included in this publication are reprinted with the permission of the copyright holder. TrademarksThe following are registered trademarks or trademarks of Autodesk, Inc., in the USA and other countries: 3DEC (design/logo), 3December,3December.com, 3ds Max, ADI, Alias, Alias (swirl design/logo), AliasStudio, Alias|Wavefront (design/logo), ATC, AUGI, AutoCAD, AutoCADLearning Assistance, AutoCAD LT, AutoCAD Simulator, AutoCAD SQL Extension, AutoCAD SQL Interface, Autodesk, Autodesk Envision, AutodeskInsight, Autodesk Intent, Autodesk Inventor, Autodesk Map, Autodesk MapGuide, Autodesk Streamline, AutoLISP, AutoSnap, AutoSketch,AutoTrack, Backdraft, Built with ObjectARX (logo), Burn, Buzzsaw, CAiCE, Can You Imagine, Character Studio, Cinestream, Civil 3D, Cleaner,Cleaner Central, ClearScale, Colour Warper, Combustion, Communication Specification, Constructware, Content Explorer, Create>what's>Next>(design/logo), Dancing Baby (image), DesignCenter, Design Doctor, Designer's Toolkit, DesignKids, DesignProf, DesignServer, DesignStudio,Design|Studio (design/logo), Design Web Format, Discreet, DWF, DWG, DWG (logo), DWG Extreme, DWG TrueConvert, DWG TrueView, DXF,Ecotect, Exposure, Extending the Design Team, Face Robot, FBX, Filmbox, Fire, Flame, Flint, FMDesktop, Freewheel, Frost, GDX Driver, Gmax,Green Building Studio, Heads-up Design, Heidi, HumanIK, IDEA Server, i-drop, ImageModeler, iMOUT, Incinerator, Inferno, Inventor, InventorLT, Kaydara, Kaydara (design/logo), Kynapse, Kynogon, LandXplorer, LocationLogic, Lustre, Matchmover, Maya, Mechanical Desktop, Moonbox,MotionBuilder, Movimento, Mudbox, NavisWorks, ObjectARX, ObjectDBX, Open Reality, Opticore, Opticore Opus, PolarSnap, PortfolioWall,Powered with Autodesk Technology, Productstream, ProjectPoint, ProMaterials, RasterDWG, Reactor, RealDWG, Real-time Roto, REALVIZ,Recognize, Render Queue, Retimer,Reveal, Revit, Showcase, ShowMotion, SketchBook, Smoke, Softimage, Softimage|XSI (design/logo),SteeringWheels, Stitcher, Stone, StudioTools, Topobase, Toxik, TrustedDWG, ViewCube, Visual, Visual Construction, Visual Drainage, VisualLandscape, Visual Survey, Visual Toolbox, Visual LISP, Voice Reality, Volo, Vtour, Wire, Wiretap, WiretapCentral, XSI, and XSI (design/logo). The following are registered trademarks or trademarks of Autodesk Canada Co. in the USA and/or Canada and other countries:Backburner,Multi-Master Editing, River, and Sparks. The following are registered trademarks or trademarks of MoldflowCorp. in the USA and/or other countries: Moldflow, MPA, MPA(design/logo),Moldflow Plastics Advisers, MPI, MPI (design/logo), Moldflow Plastics Insight,MPX, MPX (design/logo), Moldflow Plastics Xpert. All other brand names, product names or trademarks belong to their respective holders. DisclaimerTHIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. "AS IS." AUTODESK, INC. DISCLAIMSALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY ORFITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS. Published by:Autodesk, Inc.111 Mclnnis ParkwaySan Rafael, CA 94903, USA

  • Contents

    Vault Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . 1

    Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Book Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Conventions Used In This Book . . . . . . . . . . . . . . . . . . . . . . 4Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Key Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Chapter 2 Understand Autodesk Vault . . . . . . . . . . . . . . . . . . . . 7Vault Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9File Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Vault Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9How Vault Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Autodesk Vault Clients . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Autodesk Vault Client . . . . . . . . . . . . . . . . . . . . . . . . 11Autodesk Vault Add-ins for Design Applications . . . . . . . . . . 11Microsoft Office Add-in . . . . . . . . . . . . . . . . . . . . . . . 11Content Center . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    License Manager Components . . . . . . . . . . . . . . . . . . . . . . 11Network License Manager . . . . . . . . . . . . . . . . . . . . . . 12Network License Activation Utility . . . . . . . . . . . . . . . . . 12

    iii

  • FLEXnet Configuration Tools . . . . . . . . . . . . . . . . . . . . 12SAMreport-Lite . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 13Operating System Requirements . . . . . . . . . . . . . . . . . . 14Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . 15Other Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Chapter 3 Plan the Vault Environment . . . . . . . . . . . . . . . . . . . . 17Information Check List . . . . . . . . . . . . . . . . . . . . . . . . . . 17Use the Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Number of Users . . . . . . . . . . . . . . . . . . . . . . . . . . 18Number of Servers . . . . . . . . . . . . . . . . . . . . . . . . . . 18Server Hardware Specifications . . . . . . . . . . . . . . . . . . . 18Server Operating Systems . . . . . . . . . . . . . . . . . . . . . . 18Firewalls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Applications on Servers . . . . . . . . . . . . . . . . . . . . . . . 19Microsoft SQL Version . . . . . . . . . . . . . . . . . . . . . . . 19Access Frequency . . . . . . . . . . . . . . . . . . . . . . . . . . 19Network Speed . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Install Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Chapter 4 Build the Vault Environment . . . . . . . . . . . . . . . . . . . 23Options for Installing Vault Manufacturing . . . . . . . . . . . . . . . 23Install FLEXnet for Vault Manufacturing . . . . . . . . . . . . . . . . . 23

    How to Install the Network License Manager . . . . . . . . . . . 24Install and Use the Network License Activation Utility . . . . . . 25Configure a License Server . . . . . . . . . . . . . . . . . . . . . 30Install and Use SAMreport-Lite (Optional) . . . . . . . . . . . . . 31

    Install Vault Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Pre-Install Microsoft SQL . . . . . . . . . . . . . . . . . . . . . . 32Set Up Remote SQL . . . . . . . . . . . . . . . . . . . . . . . . . 33Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . 47Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . 49

    Upgrading Vault Server . . . . . . . . . . . . . . . . . . . . . . . . . . 55Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Before You Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . 56Install Vault Server 2010 . . . . . . . . . . . . . . . . . . . . . . 57Upgrade Microsoft SQL . . . . . . . . . . . . . . . . . . . . . . . 58

    Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Add-in Integration . . . . . . . . . . . . . . . . . . . . . . . . . 62

    iv | Contents

  • First Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

    Chapter 5 Install the Vault Client . . . . . . . . . . . . . . . . . . . . . . . 65Data Management Client Requirements . . . . . . . . . . . . . . . . . 65Client Installation . . . . . .