Nuts and Bolts of Vault Replication setup

Report
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 graphical 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
Database
Web Server
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
© 2012 Autodesk
Sample Vault Deployment
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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
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What is full replication?
© 2012 Autodesk
Larger Sample Vault Deployment
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Terminology
Publisher – the first SQL server configured
 Subscriber – SQL servers replicating to the Publisher

Workgroup
Site/Subscriber
Workgroup
Site
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 graphical 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 graphical 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 graphical 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 graphical 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
rd
3
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 graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.
© 2012 Autodesk

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