Nuts and Bolts of Vault Replication setup

James McMullen Senior Software Quality Engineer, DLS – Digital PLM & DM © 2012 Autodesk

Class break-down

 Module 1: Basic understanding of a replicated environment  Module 2: Learn how to install and configure SQL STD/ENT for Vault Replication  Module 3: Learn how to install and configure Autodesk Vault for replication  Module 4: Learn how to upgrade an Autodesk Vault replicated environment © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk

Nuts and Bolts of Vault Replication setup Module 1: Basic understanding of a replicated environment

James McMullen Senior Software Quality Engineer, DLS – Digital PLM & DM © 2012 Autodesk

Module Objective

 Basic overview of Vault  What is a multi-site environment  What is full replication © 2012 Autodesk

Basic overview of Vault

© 2012 Autodesk

Autodesk Vault Basic

 Securely store your design data  Central location to organize your files  Basic version control © 2012 Autodesk

Basic Vault Configuration

 One physical server with all Vault components  Multiple clients connected to share and store files Web Server Database File Store © 2012 Autodesk

Vault Server Components

 Autodesk Data Management Console (ADMS)  Internet Information Services (IIS)  Microsoft SQL Server®  File store © 2012 Autodesk

What is a multi-site environment

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Sample Vault Deployment

© 2012 Autodesk

File Store Replication

 Each site stores files uploaded by the local users  Files are replicated by a schedule or on demand

Web/HTTP

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Terminology

  Site – A location where the Vault server software is installed Workgroup – Sites connecting to the same SQL database Workgroup Site Site © 2012 Autodesk

What is full replication?

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Larger Sample Vault Deployment

© 2012 Autodesk

Terminology

  Publisher – the first SQL server configured Subscriber – SQL servers replicating to the Publisher Workgroup Site/Subscriber Site Workgroup Site/Publisher © 2012 Autodesk

Module Summary

 Explained what is a basic Vault environment  Explained what is a Multisite environment  Explained what is a replicated environment © 2012 Autodesk

Next…

Modules in this class:  Module 1: Basic understanding of a replicated environment  Module 2: Learn how to install and configure SQL STD/ENT (for Vault Replication)  Module 3: Learn how to install and configure Autodesk Vault (for replication)  Module 4: Learn how to upgrade an Autodesk Vault replicated environment © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk

Nuts and Bolts of Vault Replication Setup Module 2: Learn how to install and configure SQL STD/ENT

James McMullen Senior Software Quality Engineer, DLS – Digital PLM & DM © 2012 Autodesk

Module Objectives

 Learn how to install SQL for Vault Replication  Configure SQL Standard / Enterprise © 2012 Autodesk

Demo

© 2012 Autodesk

Module Summary

 We learned how to install SQL  Install SQL for Vault Replication on SQL Standard / Enterprise © 2012 Autodesk

Next

Modules in this class:  Module 1: Basic understanding of a replicated environment  Module 2: Learn how to install and configure SQL STD/ENT (for Vault Replication)  Module 3: Learn how to install and configure Autodesk Vault (for replication)  Module 4: Learn how to upgrade an Autodesk Vault replicated environment © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk

Nuts and Bolts of Vault Replication setup Module 3: Learn how to install and configure Autodesk Vault (Pt.1)

James McMullen Senior Software Quality Engineer, DLS – Digital PLM & DM © 2012 Autodesk

Module Objectives

 The prep work needed to make the replication run smoothly  Learn how to install a publisher workgroup © 2012 Autodesk

Prep work on the Publisher

 Create user account for replication  Create shares for  Database Replication  File Replication  Disable UAC  Adjust IIS Time-out  Configure firewall © 2012 Autodesk

Demo

© 2012 Autodesk

ADMS is installed… Now what?

 Enable Connected Workgroups © 2012 Autodesk

Demo

© 2012 Autodesk

Install the Subscriber

 ADMS installation of the Subscriber is the same © 2012 Autodesk

Next…

Take the second part of this module… © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk

Nuts and Bolts of Vault Replication setup Module 3: Learn how to install and configure Autodesk Vault (Pt.2)

James McMullen Senior Software Quality Engineer, DLS – Digital PLM & DM © 2012 Autodesk

Module Objectives

 The prep work needed to make the replication run smoothly  Learn how to install a publisher workgroup © 2012 Autodesk

ADMS is installed… Now what?

 Send Vaults & Libraries from the Publisher to the Subscriber © 2012 Autodesk

Demo

© 2012 Autodesk

Make sure replication is functioning properly

 On the Publisher and each Subscriber  add a new file  Get ownership of a previously existing file  Check it out / Modify it / Check it in  Check other workflows (items / change orders)  By performing these tests you will be validating that the file store and database replication is indeed working.

© 2012 Autodesk

Module Summary

 The prep work needed to make the replication run smoothly  Learn how to install a publisher workgroup © 2012 Autodesk

Next…

Modules in this class:  Module 1: Basic understanding of a replicated environment  Module 2: Learn how to install and configure SQL STD/ENT (for Vault Replication)  Module 3: Learn how to install and configure Autodesk Vault (for replication)  Module 4: Learn how to upgrade an Autodesk Vault replicated environment © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk

Nuts and Bolts of Vault Replication setup Module 4: Learn how to upgrade an Autodesk Vault replicated environment

James McMullen Senior Software Quality Engineer, DLS – Digital PLM & DM © 2012 Autodesk

Module Objective

 Explain backing up / restoring an environment  Explain upgrading from release to release © 2012 Autodesk

Backing up / restoring an environment

© 2012 Autodesk

How does backup and restore work?

 Backup is handled on the Publisher only  A restore is done only on the Publisher  Subscribers will have to be rebuilt © 2012 Autodesk

What to Backup if you are using a 3 rd party utility

 All Vault databases: Knowledgevaultmaster, vaults & libraries.

 System databases: Master & MSDB  Distribution database: Autodeskreplication  SQL Service master key  File Store  SQL snapshot folder © 2012 Autodesk

Keys to Success

 Databases and file stores backed up regularly  Each site should backup their file store  Regular file store validation checks  Test environments  Regular monitoring  Constant synchronization within the retention period © 2012 Autodesk

Restore Requirements

 Restored to a computer with the same name  Same SQL Server edition as the original  Restored within 14 days  File store validation needs to be run © 2012 Autodesk

Upgrading from release to release

© 2012 Autodesk

How do I upgrade from one release to another?

 Always take a backup  Restore on a test environment  Plan the down time based on the restore  Upgrade a site in the Publisher workgroup first  Upgrade a site in the Subscriber workgroup  Test the upgrade © 2012 Autodesk

Make sure replication is functioning properly

 On the Publisher and each Subscriber  add a new file  Get ownership of a previously existing file  Check it out / Modify it / Check it in  Check other workflows (items / change orders)  By performing these tests you will be validating that the file store and database replication is working.

© 2012 Autodesk

Module Summary

 Learned backing up / restoring an environment  Learned upgrading from release to release © 2012 Autodesk

Next…

Modules in this class:  Module 1: Basic understanding of a replicated environment  Module 2: Learn how to install and configure SQL STD/ENT (for Vault Replication)  Module 3: Learn how to install and configure Autodesk Vault (for replication)  Module 4: Learn how to upgrade an Autodesk Vault replicated environment © 2012 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graph ical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved. © 2012 Autodesk