Autodesk Vault Professional Installation and Setup

Vault Professional is the flagship data management solution from Autodesk. This course will teach you the correct and best practice installation techniques.
Course info
Level
Advanced
Updated
Sep 11, 2017
Duration
2h 25m
Table of contents
Description
Course info
Level
Advanced
Updated
Sep 11, 2017
Duration
2h 25m
Description

Deploying and maintaining a data management solution is crucial for engineering companies. In this course, Autodesk Vault Professional Installation and Setup, you'll learn how to deploy Autodesk Vault. First, you'll explore server and client installation. Next, you'll discover how to correctly install and configure the SQL instance and use the network deployment tools for client deployment. Finally, you'll learn how to create users and create Vaults. By the end of this course, you'll be equipped with an arsenal of essential knowledge to ensure you get it right first time. Software required: Autodesk Vault.

About the author
About the author

He'd rather you didn't, but if you were to cut Neil open he would bleed Autodesk. A career spanning 20 years to date has been solely dedicated to supporting Autodesk software applications from almost every possible perspective. Kick starting off as an AutoCAD R14 draftsman, he then progressed into and enjoyed 8 years with a platinum Autodesk reseller delivering high level technical services & ATC training for Inventor & Vault Professional to some of the largest engineering businesses in the UK, not forgetting the smaller ones too!

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Good day everyone. My name is Neil Cross, and welcome to my course on Autodesk Vault Professional Installation. I'm an independent Autodesk applications and data management consultant based in the UK. I'm also a Pluralsight author for Autodesk Inventor and Inventor Certified Professional. And along with being on the Autodesk Expert Elite roster, I've worked within a Platinum Autodesk reseller for eight years as a Vault Services provider. I've previously consulted in an advisory role for the Autodesk Vault development team, and I now manage the Vault environment in two hugely successful global engineering companies. So it's safe for me to assume that you're needing to install Vault Professional. Well, if so, you've absolutely done the right thing by seeking advice and guidance. If you were to ask anyone who works in, or has previously worked in an Autodesk reseller, I can guarantee they'll have a horror story about how they know of a company who tried to install Vault by themselves, thought how hard can it be, only to find themselves not only requiring a complete reinstall from the CAD supplier, but also needing to spend even more money fixing problems that resulted from the failed install. Vault Professional is essential and it demands respect. It's a high-end data management solution which houses the most important asset of your company: your digital design data. It's so essential, in fact, that it indeed warrants its own dedicated course on Pluralsight, so, in this course we're going to be looking through the entire installation procedure for Vault Professional. We'll cover the planning and preparation required prior to the installation, along with how to configure the various server elements to best practice guidelines. As this is a server-based course, you'll need full administrative permissions and unrestricted physical or remote access to the server you wish to install Vault Professional on, along with access to the software installation media and licenses or serial numbers for the software we'll be using throughout the course. A full detailed list of that software will be given at the beginning of the first course module. So thank you very much for your time. Now let's begin on making sure that you're suitably equipped with the knowledge and insight required to deliver a best practice Vault Professional installation.

Essential Preparation
Hello, and welcome to this Autodesk Vault Professional Installation course over here on Pluralsight. This first module, even though we're not going to be doing any installing, this is the most important part of the installation procedure, that being the planning and the preparation ready for the installation. So we're going to be discussing things like server hardware requirements, what kind of CPU you need, how much RAM you need, what kind of hard disks you need. And looking at software requirements, each version of Autodesk Vault, Autodesk releases a version of Vault every single year, and each year they revise their system requirements. So we're going to be looking at what those system requirements are for the various different levels of Autodesk Vault. Even though we're focusing on Vault Professional 2018 in this course, which is the current release as of today, we'll take a look at what the other versions' software requirements are in terms of what version of Windows Server you need, which version of Microsoft SQL Server you need, and then whether you should be looking at SQL Express, or SQL standard or Enterprise, for example. We'll look at environment requirements, what kind of rights you need, the subscriptions then or access that you're going to need, as well to get out your licenses and serial numbers. We'll look at disk setup, and what I mean by that is do you need to just put everything on the operating system drive, or do you need to separate your drive into different partitions on the server. We'll look at that, and then we'll have some final words at the end discussing the benefits of, for example, using a dedicated server and virtualization versus physical hardware. So that's what module 1 is all about. It's getting ready for the installation, discussing the environment itself, making sure that you understand all the different choices that you have. There is no one right way, although there are wrong ways of doing it. So we'll just discuss those, make you aware of what you need to know so that you can make better informed decisions about your installation to suit the environment that you're going to be putting Vault Professional in. Now let's make a start.

Server Roles & Features
Hello, and welcome to module 2. In module 2 we're going to be taking a look at server preparation, and then the installation of the server roles and features which are required by Vault Professional before it will even let you install it. Vault Professional runs what are known as pre-checks before it'll even let you install the software, and it checks for various Windows Server roles and features. If it doesn't detect the presence of those, it won't let you continue. So we're going to take a look at exactly which roles and features you're going to need to install prior to installing Vault Professional, along with some basic server maintenance that you're going to need to do before you start to install Vault Professional, i. e. , cleaning up previous installs and leftovers from old Vault Professional installations that might be on your server. So that's what we're going to be taking a look at.

Microsoft SQL Server Installation
Greetings and welcome back. We're going to be taking a look at how to install Microsoft SQL Server for use with Autodesk Vault. Vault is based upon Microsoft SQL. All your searches inside of Vault, when you're using it, all your transactional and relationship information is hosted within an SQL database, so it's imperative that SQL is installed correctly, as it is the backbone for Autodesk Vault. Now there are a few different ways of installing SQL, and there's also many different versions of SQL as mentioned in the software requirements part of module 1. You have to look at the system requirements for the version of Vault that you're installing, and then pick the version of SQL that supports that version of Vault. You have to go to the Autodesk website to look at that. So because there's so many different versions of SQL, each one could have a different installation procedure and a different set of settings. But up until this point, they've all been pretty consistent. Now because this is a Vault Professional course, and it is on Pluralsight, who cater mostly for the corporate end user, we're going to be focusing on what you would typically tend to use in a corporate environment with Vault Professional, and that would be Microsoft SQL Server Standard or Enterprise edition. However, because Autodesk includes SQL Express in the box with Vault Professional, it comes on the media, and it will automatically install SQL Express if you were to use the default installation wizard for Vault Professional, we are going to also look at how to install SQL Express, along with Full Microsoft SQL. It is recommended, however, if you are installing Vault Professional into a large office and you have full intentions and ambitions of growing your Vault system across multiple sites, multiple users, with large amounts of data, it is highly recommended that if you can, start with a full Microsoft SQL license to remove any bottlenecks that come with SQL Express right from the get-go. So with that being said, let's take a look at how to install Microsoft SQL Server for Autodesk Vault Professional.

Vault Professional ADMS Installation
Hello and welcome. If you followed the course all the way through to this point, through all the previous clips, then you're probably quite keen just to get on and install Vault Professional, and I completely understand, so I won't keep you much longer. In this module, we are going to cover the installation of ADMS, which is the Autodesk Data Management Server. That is the console which manages your vaults, and you perform all your admin tasks in. We're going to get straight on to that, followed by getting the licensing installed and set up or a bit of advice on what you need to look out for, depending on what kind of license setup you've got within your company. And then in the final clip of this module, we're going to take a look at just getting your Vault application service packs and hotfixes up to date before we move on to the final module, which is a little bit bit of application setup prior to using the program in _____. Let's get installing Vault Professional.

Final Preparations
Welcome back to the final module in this Vault Professional installation and setup course and dare I say congratulations on installing Vault Professional server. Now to the setup aspect of the installation and setup part of the course. Vault Professional setup in a broader term, could be and will be multiple courses in its own right. However, following the installation, there are a few best practice tweaks that we can do to both the ADMS console, by also Microsoft SQL to make sure that the installation is in the best possible shape before we let it loose in production. So we're going to look at that in this final module, along with and starting with the installation of the Vault Professional desktop client, which is what all the users will be using to login and connect to the Vault and perform their daily Vault transactions with. So thank you very much for following my Vault Professional installation and setup course. I hope you've enjoyed it. I hope it's been useful and let's proceed with the final few steps in the installation and setup for the final module.