Vault 2013 Readme

Autodesk Vault Basic 2013 Readme

This file contains information that became available prior to releasing Autodesk Vault 2013 or that you will find useful while using Autodesk Vault 2013.

System Requirements for all Vault products are accessible through the Vault install and www.autodesk.com/vault-system.

DISCLAIMER: Migrating data from a Beta product to the released product is not supported.

Autodesk Data Management Server (ADMS)

Autodesk Data Management Server Installation Information

  • If you have previous Beta Vault products installed on your machine, you will need to uninstall them prior to installing this release.
    1. Uninstall the client software from all machines.
    2. Open the Beta ADMS Console.
    3. Delete all vaults and libraries.
    4. Detach the Knowledge Master vault.
    5. Uninstall ADMS.
    6. Delete the knowledgeVaultMaster database in the SQL data folder.
  • Removing Autodesk Data Management Server will not remove vault data. If you remove Autodesk Data Management Server, the SQL server directory and file stores will remain intact. However, Autodesk strongly recommends backing up all databases and necessary files prior to removing Autodesk Data Management Server.
  • By default, Autodesk Data Management Server communicates using port 80. Some installed software running on port 80 can cause conflicts with Autodesk Vault communication. To avoid conflicts when installing the ADMS console, configure ADMS to use an open port between 1 and 65535.
  • Installing ADMS onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang. This is because SQL installations are not supported with this configuration.
  • If you are planning on using Windows authentication within Vault Professional when using Windows Server 2008, the "Windows Authentication" service for IIS must be installed.
  • When installing the ADMS console on a machine that uses a custom default web site and port 80, one of the following steps is recommended:
    • Change the port of the Default Web Site to another number and restart the server installation.
    • Remove the default web site and restart the server installation.

SQL Server Installation Information

  • ADMS installs 32-bit SQL 2008 Express if SQL is not already installed on the system. If 64-bit SQL 2008 Express is desired, download 64-bit SQL 2008 Express from Microsoft and follow the directions in the Vault Advanced Configuration Guide for installing SQL before ADMS.
  • Vault Professional can be installed in a SQL cluster environment. Workflows occurring during a failover may be interrupted and may need to be resubmitted.
  • If your computer/domain is set up to require strong/complex passwords, you will not be able to use the default SQL SA password used by the Autodesk installer. Please use the Configuration pages in the Autodesk Data Management Server install to specify an appropriate SA password. Check with your IT administrator to get the requirements for a strong/complex password.
  • Installing SQL onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang.
  • If you encounter a "Performance Counter Registry Hive Consistency Check" error while installing SQL, please see this Microsoft Knowledgebase article:http://support.microsoft.com/kb/300956
  • Autodesk Vault 2013 installs SQL Server 2008 using the Network Service account for SQL services. For security reasons, Microsoft recommends that you do not install SQL Server 2008 on a domain controller. SQL Server 2008 cannot be installed on a domain controller under a local service account or a network service account.

IIS Installation Information

  • If intending to use Windows Authentication when logging into Vault, the Windows Authentication checkbox in IIS must be enabled. See Technical Solution TS15739768 for more information.
  • When performing an upgrade from a previous release to 2013, the IIS Configuration cannot be modified.

Migration - Working with Legacy Vault Data

    Supported Migration Versions

    		   

    Vault 2011

    Vault 2012

    Vault Basic 2013

    Vault Workgroup 2011

    Vault Workgroup 2012

    Vault Workgroup 2013

    Vault Collaboration 2011

    Vault Collaboration 2012

    Vault Collaboration 2013

    Vault Manufacturing 2011

    Vault Professional 2012

    Vault Professional 2013

  • When upgrading from a previous release of Vault Server, it is strongly recommended that a backup has been performed.
    • In order to create the backup in a connected workgroup environment, all files should be replicated to the publisher. To do this, login to ADMS Console on the publisher and perform Force File Replication on all the subscribers. This may take time to complete and the backup should be done after all replication is complete.
  • Vault 2013 includes improvements to filestore usage and filestore optimization. After migration you may notice a reduction in filestore size. This is due to duplicate files which are no longer necessary having been removed.
  • Due to improvements in property compliance evaluation, new vault servers have a reduced polling frequency to check whether any properties must be evaluated for compliance. This change will also improve server performance. For migrated Vault servers you can manually reduce the polling frequency by following these steps:
    1. Edit your server's web.config file
    2. Find the < connectivity.settings > section
    3. Find the < add key="PropertyComplianceCheckInterval" value="0:1:0" /> entry
    4. Change "0:1:0" to "0:5:0"
    5. Save and close the web.config file
  • Due to improvements in the ownership workflow, a Vault server participating in a connected workgroup is migrated to Vault 2013; the default lease time for ownership will be set to 0.
  • Detaching a Vault and attaching it to a new server installation without also attaching the KnowledgeVaultMaster is not supported and will lose all non-default users and corresponding data. All detach and subsequent attach cases should include all Vaults as well as the KnowledgeVaultMaster.
  • When migrating large vaults, there may be a long delay before the progress dialog is shown. The delay can exceed 10 minutes depending on the configuration of the vault.
  • Migrating from one OS to another OS when OS formatting (Regional Settings) is different between the two, is NOT supported. Prior to upgrading to ADMS 2013, OS formatting on the target server must be changed to match that of the originating server.
  • Migrating from one Language of Vault Server to a different language of Vault Server is only supported if it is to or from an English Language Vault Server.
  • When performing an in-place upgrade from previous releases of ADMS and Remote Content Libraries, the Content Libraries cannot be installed with ADMS automatically. The ADMS must first be installed and migration completed before Remote Content Libraries can be installed.

Support for Prior Vault Clients and Add-Ins

  • The Vault 2013 ADMS supports the use of Vault 2012 clients. Any Vault 2012 client can connect to a Vault 2013 ADMS of the same edition.
  • The Vault 2013 ADMS supports the use of any Vault Add-In which can connect to a Vault 2012 ADMS. The following Add-Ins may be used with a Vault 2013 ADMS of the same edition:
    • Vault 2012 Add-In
    • Vault 2011 Add-In backpatched to connect to a Vault 2012 ADMS
    • Vault 2010 Add-In backpatched to connect to a Vault 2012 ADMS
  • It is not recommended to administer Vault or Global settings through an older client. All administration of Vault and Global settings should be done through ADMS Console or a Vault client of the same release as the Vault server.
  • New functionality available in Vault 2013 will not be available in older Vault clients and Add-Ins.
  • Vault 2013 clients no longer display the ownership icon when another site has ownership of an entity but the lease has expired. As a result older clients will also not see the ownership icon. However, older Vault clients do not automatically request ownership if the other site's lease has expired as Vault 2013 clients do. As a result, users with older Vault clients may experience errors opening, checking out, or performing other operations on files which appear to be owned locally. In these cases, the user should manually request ownership and try the operation again.
  • Some functionality in a Vault 2013 client may not work when only an older version of the CAD application is installed or if an older version of the CAD application was last run. Running Inventor View 2013 or the 2013 version of the CAD application and then retrying the operation may resolve the issue.

ADMS Information

  • Property indexing for AutoCAD file types may not work if the AutoCAD based product is installed on the same machine as the Vault Server (ADMS). If indexing problems are encountered, a repair on the ADMS Console installation should resolve the issue.
  • When the Vault Server (ADMS) and Vault Client are installed on the same x64 machine, the Client should be installed after the Server (ADMS) install. Otherwise certain Vault client operations (ie. Batch Plot, Update View) may result in an error.
  • In order to view PDF thumbnails an iFilter must be installed on the server. A PDF viewer such as PDF-Xchange Viewer may be used to enable PDF thumbnails. Any viewer should be installed after Adobe Reader on the server machine. A reboot and Re-Index of File Properties is also required after the viewer is installed.

Autodesk Vault Client

Vault Client Install Information

  • Please visit the Vault WikiHelp for the full list of applications for which there are supported Vault Add-ins.
  • .Net 4.0 must be installed prior to installing the Vault client. If you do not yet have .Net 4.0 installed, you may need to cancel the Vault client installation and follow these steps:
    1. Navigate to the Vault client installation media in Windows Explorer.
    2. Navigate to the support\dotnetfx folder on the installation media.
    3. Run dotNetFx40_Full_x86_x64.exe.
    4. Once installation of .Net 4.0 is complete, restart the Vault client installation.
  • It is recommended that you start Autodesk Design Review after installation and check for any updates.
  • Autodesk Vault 2013 supports side-by-side client installations with Autodesk Vault 2011 and Autodesk Vault 2012.
  • If the install directory is a non-English directory structure you will not be able to view the help file.
  • Before installing a Vault client, make sure the Beta version of DWF True view has been removed, otherwise the required version of DWF True View cannot be installed by the Client.
  • It is recommended that you allocate the minimum or higher system requirements when running Autodesk Vault 2013 in virtual environments. As virtual environments could cause unexpected consequences, Autodesk reserves the right to ask that any customer reported problems be reproduced on a physical machine outside the VMware environment. Autodesk Vault 2013 was tested on VMware ESXi version 4.0.0 and VMware Workstation version 6.5.2.
  • For information on certified virtualization vendors and their respective solutions, see Microsoft's products list at Server Virtualization Validation Program home page.
    • Microsoft's support policy for Microsoft software running in non-Microsoft hardware virtualization software can be found here.
    • Microsoft's support policy for Microsoft SQL Server products running in a hardware virtualization environment can be found here.

Vault Client Information

  • Copy Design
    • Beginning in Vault 2013, when "Update Part Number" is unchecked during a Copy Design the copied parts will retain the original part number. In previous releases, the part number would have been cleared.
    • The last run version of Inventor on your machine will be used for operations in the Vault Client, such as Copy Design. If the last run version of Inventor is older than the version of the files you are changing through the Vault client, the Vault client will display an error (e.g., if you last ran Inventor 2012 on your computer and then try to do a Copy Design on files last saved in Inventor 2013 the Copy Design will fail).
    • Copy Design on a substitute part results in the new part referencing the original derived assembly.
    • When using Copy Design on an assembly that uses derived components, if you attempt to change the master sketch on one file, the master sketch will be replaced on all files referencing the master sketch. It is recommended that you copy all instances. Copying one derived part while reusing another referencing of the same master sketch is not supported.
    • All library files may easily be set to Reuse by right clicking on the main assembly and selecting Reuse Library Files.

Supported Language Configurations for Autodesk Vault Products

Supported Client Language Configurations

    Any client meeting the following criteria can work with any server of any language meeting the server criteria below. Client language and server language do not need to match.

  • The Autodesk Vault client is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language Vault client is supported on all supported non-English language operating system.
  • A non-English Vault client must match the language of the operating system.
  • The Vault Basic client and add-ins are localized into Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
    • The language of the Autodesk Vault Basic CAD add-in must be the same language as the CAD application.

Other client language notes

  • The Vault client does not support runtime language switching.
  • It is not supported to switch a CAD applications language to a configuration that does not meet the criteria outlined in the section above.
  • An English version of Autodesk Design Review 2013 is included in Vault client products for Russian, Polish, Czech, Hungarian, and Traditional Chinese.
  • An English version of Autodesk DWG TrueView 2013 is included in all Vault client products for all languages except Japanese and French.

Supported ADMS Language Configurations

    Any server meeting the following criteria can work with any client of any language meeting the client criteria above.

  • The Autodesk Data Management Server (ADMS) is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language ADMS is supported on all supported non-English language operating system.
  • A non-English ADMS must match the language of the operating system.
  • Any case insensitive collation and/or language of SQL may be used with any language ADMS.

Other ADMS Language Notes

  • Restoring a backup from a different SQL collation other than the collation currently being used will result in the backup's collation being used.

Vault for AutoCAD Products

AutoCAD Add-in Installation Information

    Please see the system requirements and installation instructions for your AutoCAD product for installation information specific to your AutoCAD product.

  • After uninstalling and reinstalling the Vault client, the Vault tab in the AutoCAD ribbon may not be available. This can be corrected by switching workspaces in AutoCAD.

AutoCAD Add-in Information

  • The Vault ribbon and toolbar may be missing when launching AutoCAD and AutoCAD-based products from the same installation but using different profiles. To restore the Vault ribbon and toolbar, enter CUILOAD and load the "VaAc.cuix" file from the respective locations:
    • For Windows XP - C:\Documents and Settings\ [username] \Application Data\Autodesk\ [product name] \[version]\ [lang] \Support
    • For Windows 7 - C:\Users\ [username] \AppData\Roaming\Autodesk\ [product name] \[version]\ [lang] \Support
  • Files with point cloud attachments are not supported. If checked in, the file will lose its association to the point cloud attachment.
  • Files with PDF attachments are not supported. If checked in, the file will lose its association to the PDF attachment.
  • The Change Category command is available in AutoCAD. It is not available in AutoCAD Electrical or AutoCAD Mechanical.

Folder Check-in

  • The following methods may be used with Folder Check In on large folders if problems occur:
    • Add sub-folders individually. To do this, first break down the main folder into sub-folders. Then set the working folder to the top most folder. This will maintain the folder structure and file relationships after check-in.
    • Increase the number of GDI handles. Please see this Microsoft article for instructions. Seek assistance from your Administrator if you are not familiar with Registry settings.
  • The following are restrictions on Folder Check In of DXF files from within AutoCAD based products:
    • DXF files with attachments cannot be checked into the Vault (be it within or outside working folder).
    • Only single DXF files without attachments can be checked into the Vault if they are placed within the working folder. The user will be prompted to save the DXF file upon every Check-in.
    • DXF files will not be checked into the Vault when checking in a folder containing DXF files from outside working folder.
    • DXF files will be checked into the Vault when checking in a folder containing DXF files from within the working folder. In this case, DXF files with attachments will be checked in, but all file relationships will be lost.

Inventor References

  • To check in files with model documentation drawing views, a default Inventor project file is required to be set in the Vault options.
  • To ensure synchronization with Vault, it is recommended to set the Inventor project file in AutoCAD to be the same as the default Inventor project file in the Vault options.

Sheet Sets and Sheet Set Manager (SSM)

  • The Check in Folder command does not support sheet sets.
  • Property write-back is not supported on sheet set files.
  • The Vault sheet set manager integration does not support offline editing of sheet set files.
  • The sheet set property 'Sheet set data file' cannot be mapped as a Vault user-defined property. Instead use the 'File Name' Vault system property.
  • Renaming a sheet set in Sheet Set Manager will not update corresponding folder and file names in Vault, though all folders and files will resolve correctly.
  • Renaming or moving sheet set data files or folders in Vault is not supported and will result in Sheet Set Manager not reflecting the changes.
  • To convert vaulted DST files to DSS format:
    1. Download the DST file to your working folder.
    2. Open the DST file in Sheet Set Manager from your working folder.
    3. Check the file into Vault.
    The DST file will be converted to DSS format upon check-in.
  • To change the Sheet Set automatic Check In visualization attachment options:
    1. Exit AutoCAD.
    2. Open the file 'Preferences.xml' at '%appdata%\Autodesk\AutoCAD 2013 Vault AddIn\Objects' with any text editor.
    3. Under the respective AutoCAD profile 'CheckIn On Auto Checkin SheetSet Options', look for '<Property Name="DWF Option" Value="No DWF" />'.
    4. Replace "No DWF", the default value, with "Create DWF locally" to create visualization during Check In or "Create DWF using Job Server" to send to Job Server.

Vault for Inventor Products

Inventor Add-in Installation Information

  • Please see the system requirements and installation instructions for your Inventor product for installation information specific to your Inventor product.

Inventor LT

  • When using Inventor LT with Vault, the user's workspace is hardcoded to %USERPROFILE%\My Documents\Vault\Designs and mapped to the root folder "$" in Vault. The workspace mapping cannot be changed.
  • If you desire to work with a different workspace you must first disable the Vault add-in. To stop working in a vaulted environment, unload the Inventor Vault Add-In, uncheck Load Automatically for the add-in, and restart Inventor LT. After which, the ability to change a user's workspace will be restored.
  • To load the Vault Add-In manually from the Add-in Manager, all documents must be closed. Otherwise, the add-in will not load.
  • Assembly files are not supported in Inventor LT. If an assembly file is opened from Vault, a warning message will not be displayed.
  • Vault functionality included in Task Scheduler is disabled in Inventor LT.
  • Viewing assembly files in Vault which contain Content Center parts or running Pack and Go on assemblies which contain Content Center parts will result in issues if Inventor LT was last run. If viewing an assembly with Content Center parts the view will not load. If attempting a Pack and Go on an assembly with Content Center parts the exported Inventor project file will have the Content Center path set to [Default] and a missing file warning may be displayed upon opening the assembly. These issues can be avoided by running Inventor View immediately prior to either the View or Pack and Go operation.

All Vault Editions

  • The Vault browser will show that a file has been edited in memory for iPart Factories and iAssembly Factories if any members were renamed in Vault Explorer.
  • When using substitutes, it is strongly recommended that all data be created within the working folder. If the data was created outside of the working folder and then added to a Vault, it is recommended you open the file from Vault, dirty the file, and then save and check in all assemblies before performing any other Vault operations.
  • The Inventor Vault add-in does not support AutoCAD files with model documentation drawing views of Inventor references.
  • If opening an AutoCAD file with model documentation drawing views of Inventor references, the Inventor add-in will prompt more than once to check out and update properties for the file.
  • It may be necessary to hit the Enter key twice to trigger a Search in the Open or Place from Vault dialog.

Autoloader

Supported Data Formats

  • Autoloader supports Inventor R10 and newer data.
  • Autoloader supports AutoCAD R14 (and AutoCAD R14 products) and newer data.

Upload Recommendations

  • Follow these guidelines for autoloading data in to the Vault:
    • If autoloading Inventor files and not publishing DWF files, upload in batches no greater than 30,000 files.
    • If autoloading Inventor files and publishing DWF files, upload in batches no greater than 20,000 files.
    • If autoloading AutoCAD or DWG files without publishing DWF, upload in batches no greater than 50,000 files.
    • If autoloading AutoCAD or DWG files and publishing DWF, upload in batches no greater than 30,000 files.
  • Close as many applications as possible while autoloading data.
  • Autoloader copies all files which will be uploaded to a temporary folder on the system that is running Autoloader. Therefore, enough free space must be available to accommodate the duplication of the files. If publishing DWF or DWFX files, enough space must also be available to accommodate the visualization files as well.

Autoloader Information

  • Prior to autoloading data, it is strongly recommended that you fully backup all vaults.
  • In order to use Autoloader, you must disable Enforce Unique File Names in the Vault.
  • Autoloader does not support auto ownership transfer. Please ensure you are uploading to a server/folder of which you have ownership.
  • The Upload Report generated after files have been uploaded can only be viewed on the machine which created the report.
  • Autoloader requires that Inventor 2012 or Inventor 2013 be installed (and be the last version of Inventor run) as well as a Vault 2013 product be installed on the same system as Autoloader to upload Inventor files.
  • DWF publishing is not supported when autoloading Inventor data with Inventor LT.
  • AutoCAD files with model documentation drawing views of Inventor references are not supported with Autoloader.
  • If Inventor needs to re-register with the operating system while Autoloader is running, Inventor's re-registration process may cause Autoloader to close. Be sure to save all Scan and Upload reports prior to starting Inventor with Autoloader running.
  • In order to publish visualization files (DWF or DWFx) for Inventor iparts, Autoloader requires that Microsoft Office Excel 2003 or newer is installed.
  • It is required that all Inventor files be uploaded into the same folder in the vault. By default this folder is named Designs, but you may change the name by using the Rename button. You may only change the name if you have not yet uploaded any files to the Designs folder.
  • If Direct 3D 9 is installed on your machine, it is recommended that you change the Inventor hardware setting to any value other than Direct 3D prior to doing DWF or DWFX publishing in Autoloader.
  • AutoCAD file types may be uploaded to any folder in the Vault.
  • AutoCAD Electrical files, AutoCAD Mechanical files, and Mechanical Desktop files will all be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of file relationships.
  • Sheet Set Data will be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of sheet set relationships. It is recommended that you use Sheet Set Manager to check in sheet set data.

Vault for Microsoft Office

Microsoft Office Add-in Installation Information

    The following versions of Microsoft Office applications are supported with Vault 2013:

    Microsoft Office Versions

    Microsoft Word

    2003, 2007, 2010 (32 and 64 bit)

    Microsoft Excel

    2003, 2007, 2010 (32 and 64 bit)

    Microsoft Powerpoint

    2003, 2007, 2010 (32 and 64 bit)

  • For best results, we recommend installing all available updates and service packs for your version of Microsoft Office.
  • If you cannot install Vault for Microsoft Office, you may need to install certain Microsoft Updates. Please see Technical Solution TS1072986 for detailed information.

Microsoft Office Add-in Information

  • When previewing documents in Vault which are open in Word 2007, the check in, check out, and undo check out commands may not work correctly in Microsoft Word. To correct the issue select another detail tab in the Vault client and retry the operation.

Legal Notice

Autodesk Vault Professional, Autodesk Vault Collaboration, Autodesk Vault Workgroup, Autodesk Vault Basic, Autodesk Data Management Server, Autodesk Inventor, AutoCAD, AutoCAD Mechanical, and AutoCAD Electrical are trademarks of Autodesk, Inc. in the United States and/or other countries. Windows XP, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office 2003, Microsoft Office 2007, and Microsoft Office 2010 are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

Autodesk Vault Workgroup 2013 Readme

This file contains information that became available prior to releasing Autodesk Vault 2013 or that you will find useful while using Autodesk Vault 2013.

System Requirements for all Vault products are accessible through the Vault install and www.autodesk.com/vault-system.

DISCLAIMER: Migrating data from a Beta product to the released product is not supported.

Autodesk Data Management Server (ADMS)

Autodesk Data Management Server Installation Information

  • If you have previous Beta Vault products installed on your machine, you will need to uninstall them prior to installing this release.
    1. Uninstall the client software from all machines.
    2. Open the Beta ADMS Console.
    3. Delete all vaults and libraries.
    4. Detach the Knowledge Master vault.
    5. Uninstall ADMS.
    6. Delete the knowledgeVaultMaster database in the SQL data folder.
  • Removing Autodesk Data Management Server will not remove vault data. If you remove Autodesk Data Management Server, the SQL server directory and file stores will remain intact. However, Autodesk strongly recommends backing up all databases and necessary files prior to removing Autodesk Data Management Server.
  • By default, Autodesk Data Management Server communicates using port 80. Some installed software running on port 80 can cause conflicts with Autodesk Vault communication. To avoid conflicts when installing the ADMS console, configure ADMS to use an open port between 1 and 65535.
  • Installing ADMS onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang. This is because SQL installations are not supported with this configuration.
  • If you are planning on using Windows authentication within Vault Professional when using Windows Server 2008, the "Windows Authentication" service for IIS must be installed.
  • When installing the ADMS console on a machine that uses a custom default web site and port 80, one of the following steps is recommended:
    • Change the port of the Default Web Site to another number and restart the server installation.
    • Remove the default web site and restart the server installation.

SQL Server Installation Information

  • ADMS installs 32-bit SQL 2008 Express if SQL is not already installed on the system. If 64-bit SQL 2008 Express is desired, download 64-bit SQL 2008 Express from Microsoft and follow the directions in the Vault Advanced Configuration Guide for installing SQL before ADMS.
  • Vault Professional can be installed in a SQL cluster environment. Workflows occurring during a failover may be interrupted and may need to be resubmitted.
  • If your computer/domain is set up to require strong/complex passwords, you will not be able to use the default SQL SA password used by the Autodesk installer. Please use the Configuration pages in the Autodesk Data Management Server install to specify an appropriate SA password. Check with your IT administrator to get the requirements for a strong/complex password.
  • Installing SQL onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang.
  • If you encounter a "Performance Counter Registry Hive Consistency Check" error while installing SQL, please see this Microsoft Knowledgebase article:http://support.microsoft.com/kb/300956
  • Autodesk Vault 2013 installs SQL Server 2008 using the Network Service account for SQL services. For security reasons, Microsoft recommends that you do not install SQL Server 2008 on a domain controller. SQL Server 2008 cannot be installed on a domain controller under a local service account or a network service account.

IIS Installation Information

  • If intending to use Windows Authentication when logging into Vault, the Windows Authentication checkbox in IIS must be enabled. See Technical Solution TS15739768 for more information.
  • When performing an upgrade from a previous release to 2013, the IIS Configuration cannot be modified.

Migration - Working with Legacy Vault Data

    Supported Migration Versions

    Vault 2011

    Vault 2012

    Vault Basic 2013

    Vault Workgroup 2011

    Vault Workgroup 2012

    Vault Workgroup 2013

    Vault Collaboration 2011

    Vault Collaboration 2012

    Vault Collaboration 2013

    Vault Manufacturing 2011

    Vault Professional 2012

    Vault Professional 2013

  • When upgrading from a previous release of Vault Server, it is strongly recommended that a backup has been performed.
    • In order to create the backup in a connected workgroup environment, all files should be replicated to the publisher. To do this, login to ADMS Console on the publisher and perform Force File Replication on all the subscribers. This may take time to complete and the backup should be done after all replication is complete.
  • Vault 2013 includes improvements to filestore usage and filestore optimization. After migration you may notice a reduction in filestore size. This is due to duplicate files which are no longer necessary having been removed.
  • Due to improvements in property compliance evaluation, new vault servers have a reduced polling frequency to check whether any properties must be evaluated for compliance. This change will also improve server performance. For migrated Vault servers you can manually reduce the polling frequency by following these steps:
    1. Edit your server's web.config file
    2. Find the < connectivity.settings > section
    3. Find the < add key="PropertyComplianceCheckInterval" value="0:1:0" /> entry
    4. Change "0:1:0" to "0:5:0"
    5. Save and close the web.config file
  • Due to improvements in the ownership workflow, a Vault server participating in a connected workgroup is migrated to Vault 2013; the default lease time for ownership will be set to 0.
  • Detaching a Vault and attaching it to a new server installation without also attaching the KnowledgeVaultMaster is not supported and will lose all non-default users and corresponding data. All detach and subsequent attach cases should include all Vaults as well as the KnowledgeVaultMaster.
  • When migrating large vaults, there may be a long delay before the progress dialog is shown. The delay can exceed 10 minutes depending on the configuration of the vault.
  • Migrating from one OS to another OS when OS formatting (Regional Settings) is different between the two is NOT supported. Prior to upgrading to ADMS 2013, OS formatting on the target server must be changed to match that of the originating server.
  • Migrating from one Language of Vault Server to a different language of Vault Server is only supported if it is to or from an English Language Vault Server.
  • When performing an in-place upgrade from previous releases of ADMS and Remote Content Libraries, the Content Libraries cannot be installed with ADMS automatically. The ADMS must first be installed and migration completed before Remote Content Libraries can be installed.

Support for Prior Vault Clients and Add-Ins

  • The Vault 2013 ADMS supports the use of Vault 2012 clients. Any Vault 2012 client can connect to a Vault 2013 ADMS of the same edition.
  • The Vault 2013 ADMS supports the use of any Vault Add-In which can connect to a Vault 2012 ADMS. The following Add-Ins may be used with a Vault 2013 ADMS of the same edition:
    • Vault 2012 Add-In
    • Vault 2011 Add-In backpatched to connect to a Vault 2012 ADMS
    • Vault 2010 Add-In backpatched to connect to a Vault 2012 ADMS
  • It is not recommended to administer Vault or Global settings through an older client. All administration of Vault and Global settings should be done through ADMS Console or a Vault client of the same release as the Vault server.
  • New functionality available in Vault 2013 will not be available in older Vault clients and Add-Ins.
  • Vault 2013 clients no longer display the ownership icon when another site has ownership of an entity but the lease has expired. As a result older clients will also not see the ownership icon. However, older Vault clients do not automatically request ownership if the other site's lease has expired as Vault 2013 clients do. As a result, users with older Vault clients may experience errors opening, checking out, or performing other operations on files which appear to be owned locally. In these cases, the user should manually request ownership and try the operation again.
  • Some functionality in a Vault 2013 client may not work when only an older version of the CAD application is installed or if an older version of the CAD application was last run. Running Inventor View 2013 or the 2013 version of the CAD application and then retrying the operation may resolve the issue.

ADMS Information

  • Property indexing for AutoCAD file types may not work if the AutoCAD based product is installed on the same machine as the Vault Server (ADMS). If indexing problems are encountered, a repair on the ADMS Console installation should resolve the issue.
  • When the Vault Server (ADMS) and Vault Client are installed on the same x64 machine, the Client should be installed after the Server (ADMS) install. Otherwise certain Vault client operations (ie. Batch Plot, Update View) may result in an error.
  • In order to view PDF thumbnails an iFilter must must be installed on the server. A PDF viewer such as PDF-Xchange Viewer may be used to enable PDF thumbnails. Any viewer should be installed after Adobe Reader on the server machine. A reboot and Re-Index of File Properties is also required after the viewer is installed.

Autodesk Vault Client

Vault Client Install Information

  • Please visit the Vault WikiHelp for the full list of applications for which there are supported Vault Add-ins.
  • .Net 4.0 must be installed prior to installing the Vault client. If you do not yet have .Net 4.0 installed you may need to cancel the Vault client installation and follow these steps:
    1. Navigate to the Vault client installation media in Windows Explorer.
    2. Navigate to the support\dotnetfx folder on the installation media.
    3. Run dotNetFx40_Full_x86_x64.exe.
    4. Once installation of .Net 4.0 is complete, restart the Vault client installation.
  • It is recommended that you start Autodesk Design Review after installation and check for any updates.
  • Autodesk Vault 2013 supports side-by-side client installations with Autodesk Vault 2011 and Autodesk Vault 2012.
  • If the install directory is a non-English directory structure you will not be able to view the help file.
  • Before installing a Vault client, make sure the Beta version of DWF True view has been removed, otherwise the required version of DWF True View cannot be installed by the Client.
  • It is recommended that you allocate the minimum or higher system requirements when running Autodesk Vault 2013 in virtual environments. As virtual environments could cause unexpected consequences Autodesk reserves the right to ask that any customer reported problems be reproduced on a physical machine outside the VMware environment. Autodesk Vault 2013 was tested on VMware ESXi version 4.0.0 and VMware Workstation version 6.5.2.
  • For information on certified virtualization vendors and their respective solutions, see Microsoft's products list at Server Virtualization Validation Program home page.
    • Microsoft's support policy for Microsoft software running in non-Microsoft hardware virtualization software can be found here.
    • Microsoft's support policy for Microsoft SQL Server products running in a hardware virtualization environment can be found here.

All Vault Editions

  • Copy Design
    • Beginning in Vault 2013, when "Update Part Number" is unchecked during a Copy Design the copied parts will retain the original part number. In previous releases the part number would have been cleared.
    • The last run version of Inventor on your machine will be used for operations in the Vault Client, such as Copy Design. If the last run version of Inventor is older than the version of the files you are changing through the Vault client, then the Vault client will display an error (e.g., if you last ran Inventor 2012 on your computer and then try to do a Copy Design on files last saved in Inventor 2013 the Copy Design will fail).
    • Copy Design on a substitute part results in the new part referencing the original derived assembly.
    • When using Copy Design on an assembly that uses derived components, if you attempt to change the master sketch on one file, it will replace the master sketch on all files referencing the master sketch. It is recommended that you copy all instances. Copying one derived part but reusing another referencing the same master sketch is not supported.
    • All library files may easily be set to Reuse by right clicking on the main assembly and selecting Reuse Library Files.

Vault Workgroup, Collaboration, and Professional

  • AutoCAD LT and Inventor LT
    • Batch plot is not supported with AutoCAD LT or Inventor LT.
    • Update view is not supported with Inventor LT. This includes jobs sent to a jobserver on a machine running Inventor LT.
    • Revision table functionality for assemblies is not supported with Inventor LT. This includes jobs sent to a jobserver on a machine running Inventor LT.
    • Lifecycle
      • When modifying the state transition criteria of a lifecycle definition, the "Check that dependent child files are released" option can now be found on the Actions tab.
    • Revise
      • When revising a file, it is not possible to revise from a previous revision.

Supported Language Configurations for Autodesk Vault Products

Supported Client Language Configurations

    Any client meeting the following criteria can work with any server of any language meeting the server criteria below. Client language and server language do not need to match.

  • The Autodesk Vault client is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language Vault client is supported on all supported non-English language operating system.
  • A non-English Vault client must match the language of the operating system.
  • The Vault Basic client and add-ins are localized into Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
    • The language of the Autodesk Vault Basic CAD add-in must be the same language as the CAD application.
  • Vault Workgroup, Collaboration, and Professional are localized into Brazilian Portuguese, Czech, English, French, German, Italian, Japanese, Polish, Russian, Simplified Chinese, and Traditional Chinese.
    • The language of the Autodesk Vault CAD add-in must be the same language as the CAD application. To use Vault Workgroup, Collaboration, or Professional with Hungarian, Korean, and Spanish CAD applications first install the correct language of Vault Basic. This will install the correct language of the Vault add-in to the CAD applications. Then install the Vault Workgroup, Collaboration, or Professional client.

Other client language notes

  • The Vault client does not support runtime language switching.
  • It is not supported to switch a CAD applications language to a configuration which does not meet the criteria outlined in the section above.
  • An English version of Autodesk Design Review 2013 is included in Vault client products for Russian, Polish, Czech, Hungarian, and Traditional Chinese.
  • An English version of Autodesk DWG TrueView 2013 is included in all Vault client products for all languages except Japanese and French.

Supported ADMS Language Configurations

    Any server meeting the following criteria can work with any client of any language meeting the client criteria above.

  • The Autodesk Data Management Server (ADMS) is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language ADMS is supported on all supported non-English language operating system.
  • A non-English ADMS must match the language of the operating system.
  • Any case insensitive collation and/or language of SQL may be used with any language ADMS.

Other ADMS language notes

  • Restoring a backup from a different SQL collation other than the collation currently being used will result in the backup's collation being used.

Vault for AutoCAD Products

AutoCAD Add-in Installation Information

    Please see the system requirements and installation instructions for your AutoCAD product for installation information specific to your AutoCAD product.

  • After uninstalling and reinstalling the Vault client, the Vault tab in the AutoCAD ribbon may not be available. This can be corrected by switching workspaces in AutoCAD.

AutoCAD Add-in Information

  • The Vault ribbon and toolbar may be missing when launching AutoCAD and AutoCAD-based products from the same installation but using different profiles. To restore the Vault ribbon and toolbar, enter CUILOAD and load the "VaAc.cuix" file from the respective locations:
    • For Windows XP - C:\Documents and Settings\ [username] \Application Data\Autodesk\ [product name] \[version]\ [lang] \Support
    • For Windows 7 - C:\Users\ [username] \AppData\Roaming\Autodesk\ [product name] \[version]\ [lang] \Support
  • Files with point cloud attachments are not supported. If checked in, the file will lose its association to the point cloud attachment.
  • Files with PDF attachments are not supported. If checked in, the file will lose its association to the PDF attachment.
  • The Change Category command is available in AutoCAD. It is not available in AutoCAD Electrical or AutoCAD Mechanical.

AutoCAD Civil 3D

  • When using Vault Workgroup, Collaboration, or Professional with AutoCAD Civil 3D, a configuration file must be imported into every vault database which will be accessed from a Civil 3D client. The configuration file, Civil3D_Vault_Configuration.cfg can be found at [ADMS Install directory]\Custom Configuration.
  • For more information on the Vault Add-In for AutoCAD Civil 3D, please refer to the AutoCAD Civil 3D Readme and Help.

Folder Check-in

  • The following methods may be used with Folder Check In on large folders if problems occur:
    • Add sub-folders individually. To do this, first break down the main folder into sub-folders. Then set the working folder to the top most folder. This will maintain the folder structure and file relationships after check-in.
    • Increase the number of GDI handles. Please see this Microsoft article for instructions. Seek assistance from your Administrator if you are not familiar with Registry settings.
  • The following are restrictions on Folder Check In of DXF files from within AutoCAD based products:
    • DXF files with attachments cannot be checked into the Vault (be it within or outside working folder).
    • Only single DXF files without attachments can be checked into the Vault if they are placed within the working folder. The user will be prompted to save the DXF file upon every Check-in.
    • DXF files will not be checked into the Vault when checking in a folder containing DXF files from outside working folder.
    • DXF files will be checked into the Vault when checking in a folder containing DXF files from within the working folder. In this case, DXF files with attachments will be checked in but all file relationships will be lost.

Inventor References

  • To check in files with model documentation drawing views, a default Inventor project file is required to be set in the Vault options.
  • To ensure synchronization with Vault, it is recommended to set the Inventor project file in AutoCAD to be the same as the default Inventor project file in the Vault options.

Sheet Sets and Sheet Set Manager (SSM)

  • The Check in Folder command does not support sheet sets.
  • Property write-back is not supported on sheet set files.
  • The Vault sheet set manager integration does not support offline editing of sheet set files.
  • The sheet set property 'Sheet set data file' cannot be mapped as a Vault user-defined property. Instead use the 'File Name' Vault system property.
  • Renaming a sheet set in Sheet Set Manager will not update corresponding folder and file names in Vault, though all folders and files will resolve correctly.
  • Renaming or moving sheet set data files or folders in Vault is not supported and will result in Sheet Set Manager not reflecting the changes.
  • To convert vaulted DST files to DSS format:
    1. Download the DST file to your working folder.
    2. Open the DST file in Sheet Set Manager from your working folder.
    3. Check the file into Vault.
    The DST file will be converted to DSS format upon check-in.
  • To change the Sheet Set automatic Check In visualization attachment options:
    1. Exit AutoCAD.
    2. Open the file 'Preferences.xml' at '%appdata%\Autodesk\AutoCAD 2013 Vault AddIn\Objects' with any text editor.
    3. Under the respective AutoCAD profile 'CheckIn On Auto Checkin SheetSet Options', look for '<Property Name="DWF Option" Value="No DWF" />'.
    4. Replace "No DWF", the default value, with "Create DWF locally" to create visualization during Check In or "Create DWF using Job Server" to send to Job Server.

Vault for Inventor Products

Inventor Add-in Installation Information

  • Please see the system requirements and installation instructions for your Inventor product for installation information specific to your Inventor product.

Inventor LT

  • When using Inventor LT with Vault, the user's workspace is hardcoded to %USERPROFILE%\My Documents\Vault\Designs and mapped to the root folder "$" in Vault. The workspace mapping cannot be changed.
  • If you desire to work with a different workspace you must first disable the Vault add-in. To stop working in a vaulted environment, unload the Inventor Vault Add-In, uncheck Load Automatically for the add-in, and restart Inventor LT. After which, the ability to change a user's workspace will be restored.
  • To load the Vault Add-In manually from the Add-in Manager, all documents must be closed. Otherwise, the add-in will not load.
  • Assembly files are not supported in Inventor LT. If an assembly file is opened from Vault a warning message will not be displayed.
  • Vault functionality included in Task Scheduler is disabled in Inventor LT.
  • Viewing assembly files in Vault which contain Content Center parts or running Pack and Go on assemblies which contain Content Center parts will result in issues if Inventor LT was last run. If viewing an assembly with Content Center parts the view will not load. If attempting a Pack and Go on an assembly with Content Center parts the exported Inventor project file will have the Content Center path set to [Default] and a missing file warning may be displayed upon opening the assembly. These issues can be avoided by running Inventor View immediately prior to either the View or Pack and Go operation.

All Vault Editions

  • The Vault browser will show that a file has been edited in memory for iPart Factories and iAssembly Factories if any members were renamed in Vault Explorer.
  • When using substitutes, it is strongly recommended that all data be created within the working folder. If the data was created outside of the working folder and then added to a Vault, it is recommended you open the file from Vault, dirty the file, and then save and check in all assemblies before performing any other Vault operations.
  • The Inventor Vault add-in does not support AutoCAD files with model documentation drawing views of Inventor references.
  • If opening an AutoCAD file with model documentation drawing views of Inventor references, the Inventor add-in will prompt more than once to check out and update properties for the file.
  • It may be necessary to hit the Enter key twice to trigger a Search in the Open or Place from Vault dialog.

Vault Workgroup, Collaboration, Professional

  • The 'Create DWF Job' for Inventor files (and AutoCAD files with model documentation drawing views of Inventor references) will always use the Administrator defined Vault Inventor project file setting. If the admin has not set a project file, a failure stating 'The default Inventor project file is not set or could not be found.' will be logged for the job. This error will also be displayed for updating DWFs locally if there is no administrator or user Inventor project file specified.

Autoloader

Supported Data Formats

  • Autoloader supports Inventor R10 and newer data.
  • Autoloader supports AutoCAD R14 (and AutoCAD R14 products) and newer data.

Upload Recommendations

  • Follow these guidelines for autoloading data in to the Vault:
    • If autoloading Inventor files and not publishing DWF files, upload in batches no greater than 30,000 files.
    • If autoloading Inventor files and publishing DWF files, upload in batches no greater than 20,000 files.
    • If autoloading AutoCAD or DWG files without publishing DWF, upload in batches no greater than 50,000 files.
    • If autoloading AutoCAD or DWG files and publishing DWF, upload in batches no greater than 30,000 files.
  • Close as many applications as possible while autoloading data.
  • Autoloader copies all files which will be uploaded to a temporary folder on the system that is running Autoloader. Therefore, enough free space must be available to accommodate the duplication of the files. If publishing DWF or DWFX files, enough space must also be available to accommodate the visualization files as well.

Autoloader Information

  • Prior to autoloading data, it is strongly recommended that you fully backup all vaults.
  • In order to use Autoloader, you must disable Enforce Unique File Names in the Vault.
  • Autoloader does not support auto ownership transfer. Please ensure you are uploading to a server/folder of which you have ownership.
  • The Upload Report generated after files have been uploaded can only be viewed on the machine which created the report.
  • Autoloader requires that Inventor 2012 or Inventor 2013 be installed (and be the last version of Inventor run) as well as a Vault 2013 product be installed on the same system as Autoloader to upload Inventor files.
  • DWF publishing is not supported when autoloading Inventor data with Inventor LT.
  • AutoCAD files with model documentation drawing views of Inventor references are not supported with Autoloader.
  • If Inventor needs to re-register with the operating system while Autoloader is running, Inventor's re-registration process may cause Autoloader to close. Be sure to save all Scan and Upload reports prior to starting Inventor with Autoloader running.
  • In order to publish visualization files (DWF or DWFx) for Inventor iparts, Autoloader requires that Microsoft Office Excel 2003 or newer is installed.
  • It is required that all Inventor files be uploaded into the same folder in the vault. By default this folder is named Designs, but you may change the name by using the Rename button. You may only change the name if you have not yet uploaded any files to the Designs folder.
  • If Direct 3D 9 is installed on your machine, it is recommended that you change the Inventor hardware setting to any value other than Direct 3D prior to doing DWF or DWFX publishing in Autoloader.
  • AutoCAD file types may be uploaded to any folder in the Vault.
  • AutoCAD Electrical files, AutoCAD Mechanical files, and Mechanical Desktop files will all be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of file relationships.
  • Sheet Set Data will be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of sheet set relationships. It is recommended that you use Sheet Set Manager to check in sheet set data.

Vault for Microsoft Office

The Microsoft Outlook Add-in is available in Vault Workgroup, Collaboration and Professional.

Microsoft Outlook Add-in Installation Information

    The following versions of Microsoft Outlook applications are supported with Vault 2013:

    Microsoft Outlook Versions

    • Microsoft Office 2010
    • Microsoft Office 2007
  • Please see the Vault Help documentation for important additional detail on configuring and using the Outlook add-in.
  • The Microsoft Outlook add-in is not automatically installed. You must expand the client settings during installation of the Vault client and select to install the Outlook add-in.
  • For best results, we recommend installing all available updates and service packs for your version of Microsoft Outlook.

Setting Up the MSG iFilter

    In order to extract file properties from Outlook emails you must first install and set up the MSG iFilter on all client machines and the machine which is running ADMS.

Windows XP

Windows 7 and 2008

With these property settings, the Outlook add-in will treat email conversations as file associations in Vault. You will be able to use the Uses and Where Used tabs in the Vault client to view the email thread for all emails checked into Vault.

    Setting Up Outlook Properties

      After installing the Outlook add-in, it is recommended that a Vault administrator follow the steps to map the following two properties:

    1. In the Vault client go to Tools > Administration > Vault Settings.
    2. Select the Behaviors tab and click on the Properties button.
    3. Click New to create a new User-Defined Property (UDP).
    4. In the Name field type in Email Conversation Topic.
    5. In the Associations field select the category to which emails will be assigned.
      • You may want to create an Email category prior to creating the property.
    6. On the Mapping tab, select an email file in the Vault or on disk and map the UDP to the Item Name file property.
    7. Click OK.
    8. Repeat steps 3 through 7 to map a Email Sent Date UDP to the Sent Date file property.
    9. Close all Administration dialogs.
    10. Start Outlook and log in to the Vault.
    11. Click the Vault Settings button.
    12. In the Conversation Topic Property field select the Email Conversation Topic UDP.
    13. In the Sent On Property field select the Email Sent Date UDP.
    14. Click OK.
  • If you map a calendar folder to a Vault folder, when you accept or decline the request you may be notified that a mail item has been removed in Outlook, and that it should be removed from the Vault.
  • If you notice system performance is being impacted after installing the MSG iFilter, please see the Help documentation for information on changing the indexing options to improve performance.

Legal Notice

Autodesk Vault Professional, Autodesk Vault Collaboration, Autodesk Vault Workgroup, Autodesk Vault Basic, Autodesk Data Management Server, Autodesk Inventor, AutoCAD, AutoCAD Mechanical, and AutoCAD Electrical are trademarks of Autodesk, Inc. in the United States and/or other countries. Windows XP, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office 2003, Microsoft Office 2007, and Microsoft Office 2010 are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

Autodesk Vault Collaboration 2013 Readme

This file contains information that became available prior to releasing Autodesk Vault 2013 or that you will find useful while using Autodesk Vault 2013.

System Requirements for all Vault products are accessible through the Vault install and www.autodesk.com/vault-system.

DISCLAIMER: Migrating data from a Beta product to the released product is not supported.

Autodesk Data Management Server (ADMS)

Autodesk Data Management Server Installation Information

  • If you have previous Beta Vault products installed on your machine, you will need to uninstall them prior to installing this release.
    1. Uninstall the client software from all machines.
    2. Open the Beta ADMS Console.
    3. Delete all vaults and libraries.
    4. Detach the Knowledge Master vault.
    5. Uninstall ADMS.
    6. Delete the knowledgeVaultMaster database in the SQL data folder.
  • Removing Autodesk Data Management Server will not remove vault data. If you remove Autodesk Data Management Server, the SQL server directory and file stores will remain intact. However, Autodesk strongly recommends backing up all databases and necessary files prior to removing Autodesk Data Management Server.
  • By default, Autodesk Data Management Server communicates using port 80. Some installed software running on port 80 can cause conflicts with Autodesk Vault communication. To avoid conflicts when installing the ADMS console, configure ADMS to use an open port between 1 and 65535.
  • Installing ADMS onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang. This is because SQL installations are not supported with this configuration.
  • If you are planning on using Windows authentication within Vault Professional when using Windows Server 2008, the "Windows Authentication" service for IIS must be installed.
  • When installing the ADMS console on a machine that uses a custom default web site and port 80, one of the following steps is recommended:
    • Change the port of the Default Web Site to another number and restart the server installation.
    • Remove the default web site and restart the server installation.

SQL Server Installation Information

  • ADMS installs 32-bit SQL 2008 Express if SQL is not already installed on the system. If 64-bit SQL 2008 Express is desired, download 64-bit SQL 2008 Express from Microsoft and follow the directions in the Vault Advanced Configuration Guide for installing SQL before ADMS.
  • Vault Professional can be installed in a SQL cluster environment. Workflows occurring during a failover may be interrupted and may need to be resubmitted.
  • If your computer/domain is set up to require strong/complex passwords, you will not be able to use the default SQL SA password used by the Autodesk installer. Please use the Configuration pages in the Autodesk Data Management Server install to specify an appropriate SA password. Check with your IT administrator to get the requirements for a strong/complex password.
  • Installing SQL onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang.
  • If you encounter a "Performance Counter Registry Hive Consistency Check" error while installing SQL, please see this Microsoft Knowledgebase article:http://support.microsoft.com/kb/300956
  • Autodesk Vault 2013 installs SQL Server 2008 using the Network Service account for SQL services. For security reasons, Microsoft recommends that you do not install SQL Server 2008 on a domain controller. SQL Server 2008 cannot be installed on a domain controller under a local service account or a network service account.

IIS Installation Information

  • If intending to use Windows Authentication when logging into Vault, the Windows Authentication checkbox in IIS must be enabled. See Technical Solution TS15739768 for more information.
  • When performing an upgrade from a previous release to 2013, the IIS Configuration cannot be modified.

Migration - Working with Legacy Vault Data

    Supported Migration Versions

    Vault 2011

    Vault 2012

    Vault Basic 2013

    Vault Workgroup 2011

    Vault Workgroup 2012

    Vault Workgroup 2013

    Vault Collaboration 2011

    Vault Collaboration 2012

    Vault Collaboration 2013

    Vault Manufacturing 2011

    Vault Professional 2012

    Vault Professional 2013

  • When upgrading from a previous release of Vault Server, it is strongly recommended that a backup has been performed.
    • In order to create the backup in a connected workgroup environment, all files should be replicated to the publisher. To do this, login to ADMS Console on the publisher and perform Force File Replication on all the subscribers. This may take time to complete and the backup should be done after all replication is complete.
  • Vault 2013 includes improvements to filestore usage and filestore optimization. After migration you may notice a reduction in filestore size. This is due to duplicate files which are no longer necessary having been removed.
  • Due to improvements in property compliance evaluation, new vault servers have a reduced polling frequency to check whether any properties must be evaluated for compliance. This change will also improve server performance. For migrated Vault servers you can manually reduce the polling frequency by following these steps:
    1. Edit your server's web.config file
    2. Find the < connectivity.settings > section
    3. Find the < add key="PropertyComplianceCheckInterval" value="0:1:0" /> entry
    4. Change "0:1:0" to "0:5:0"
    5. Save and close the web.config file
  • Due to improvements in the ownership workflow, a Vault server participating in a connected workgroup is migrated to Vault 2013; the default lease time for ownership will be set to 0.
  • Detaching a Vault and attaching it to a new server installation without also attaching the KnowledgeVaultMaster is not supported and will lose all non-default users and corresponding data. All detach and subsequent attach cases should include all Vaults as well as the KnowledgeVaultMaster.
  • When migrating large vaults, there may be a long delay before the progress dialog is shown. The delay can exceed 10 minutes depending on the configuration of the vault.
  • Migrating from one OS to another OS when OS formatting (Regional Settings) is different between the two is NOT supported. Prior to upgrading to ADMS 2013, OS formatting on the target server must be changed to match that of the originating server.
  • Migrating from one Language of Vault Server to a different language of Vault Server is only supported if it is to or from an English Language Vault Server.
  • When performing an in-place upgrade from previous releases of ADMS and Remote Content Libraries, the Content Libraries cannot be installed with ADMS automatically. The ADMS must first be installed and migration completed before Remote Content Libraries can be installed.

Support for Prior Vault Clients and Add-ins

  • The Vault 2013 ADMS supports the use of Vault 2012 clients. Any Vault 2012 client can connect to a Vault 2013 ADMS of the same edition.
  • The Vault 2013 ADMS supports the use of any Vault Add-In which can connect to a Vault 2012 ADMS. The following Add-Ins may be used with a Vault 2013 ADMS of the same edition:
    • Vault 2012 Add-In
    • Vault 2011 Add-In backpatched to connect to a Vault 2012 ADMS
    • Vault 2010 Add-In backpatched to connect to a Vault 2012 ADMS
  • It is not recommended to administer Vault or Global settings through an older client. All administration of Vault and Global settings should be done through ADMS Console or a Vault client of the same release as the Vault server.
  • New functionality available in Vault 2013 will not be available in older Vault clients and Add-Ins.
  • Vault 2013 clients no longer display the ownership icon when another site has ownership of an entity but the lease has expired. As a result older clients will also not see the ownership icon. However, older Vault clients do not automatically request ownership if the other site's lease has expired as Vault 2013 clients do. As a result, users with older Vault clients may experience errors opening, checking out, or performing other operations on files which appear to be owned locally. In these cases, the user should manually request ownership and try the operation again.
  • Some functionality in a Vault 2013 client may not work when only an older version of the CAD application is installed or if an older version of the CAD application was last run. Running Inventor View 2013 or the 2013 version of the CAD application and then retrying the operation may resolve the issue.

ADMS Information

  • Property indexing for AutoCAD file types may not work if the AutoCAD based product is installed on the same machine as the Vault Server (ADMS). If indexing problems are encountered, a repair on the ADMS Console installation should resolve the issue.
  • When the Vault Server (ADMS) and Vault Client are installed on the same x64 machine, the Client should be installed after the Server (ADMS) install. Otherwise certain Vault client operations (ie. Batch Plot, Update View) may result in an error.
  • In order to view PDF thumbnails an iFilter must must be installed on the server. A PDF viewer such as PDF-Xchange Viewer may be used to enable PDF thumbnails. Any viewer should be installed after Adobe Reader on the server machine. A reboot and Re-Index of File Properties is also required after the viewer is installed.

Autodesk Vault Client

Vault Client Install Information

  • Please visit the Vault WikiHelp for the full list of applications for which there are supported Vault Add-ins.
  • .Net 4.0 must be installed prior to installing the Vault client. If you do not yet have .Net 4.0 installed you may need to cancel the Vault client installation and follow these steps:
    1. Navigate to the Vault client installation media in Windows Explorer.
    2. Navigate to the support\dotnetfx folder on the installation media.
    3. Run dotNetFx40_Full_x86_x64.exe.
    4. Once installation of .Net 4.0 is complete, restart the Vault client installation.
  • It is recommended that you start Autodesk Design Review after installation and check for any updates.
  • Autodesk Vault 2013 supports side-by-side client installations with Autodesk Vault 2011 and Autodesk Vault 2012.
  • If the install directory is a non-English directory structure you will not be able to view the help file.
  • Before installing a Vault client, make sure the Beta version of DWF True view has been removed, otherwise the required version of DWF True View cannot be installed by the Client.
  • It is recommended that you allocate the minimum or higher system requirements when running Autodesk Vault 2013 in virtual environments. As virtual environments could cause unexpected consequences Autodesk reserves the right to ask that any customer reported problems be reproduced on a physical machine outside the VMware environment. Autodesk Vault 2013 was tested on VMware ESXi version 4.0.0 and VMware Workstation version 6.5.2.
  • For information on certified virtualization vendors and their respective solutions, see Microsoft's products list at Server Virtualization Validation Program home page.
    • Microsoft's support policy for Microsoft software running in non-Microsoft hardware virtualization software can be found here.
    • Microsoft's support policy for Microsoft SQL Server products running in a hardware virtualization environment can be found here.

Vault Client Information

    All Vault Editions

    • Copy Design
      • Beginning in Vault 2013, when "Update Part Number" is unchecked during a Copy Design the copied parts will retain the original part number. In previous releases the part number would have been cleared.
      • The last run version of Inventor on your machine will be used for operations in the Vault Client, such as Copy Design. If the last run version of Inventor is older than the version of the files you are changing through the Vault client, then the Vault client will display an error (e.g., if you last ran Inventor 2012 on your computer and then try to do a Copy Design on files last saved in Inventor 2013 the Copy Design will fail).
      • Copy Design on a substitute part results in the new part referencing the original derived assembly.
      • When using Copy Design on an assembly that uses derived components, if you attempt to change the master sketch on one file, it will replace the master sketch on all files referencing the master sketch. It is recommended that you copy all instances. Copying one derived part but reusing another referencing the same master sketch is not supported.
      • All library files may easily be set to Reuse by right clicking on the main assembly and selecting Reuse Library Files.

Vault Workgroup, Collaboration, and Professional

  • AutoCAD LT and Inventor LT
    • Batch plot is not supported with AutoCAD LT or Inventor LT.
    • Update view is not supported with Inventor LT. This includes jobs sent to a jobserver on a machine running Inventor LT.
    • Revision table functionality for assemblies is not supported with Inventor LT. This includes jobs sent to a jobserver on a machine running Inventor LT.
  • Lifecycle
    • When modifying the state transition criteria of a lifecycle definition, the "Check that dependent child files are released" option can now be found on the Actions tab.
  • Revise
    • When revising a file, it is not possible to revise from a previous revision.

Supported Language Configurations for Autodesk Vault Products

Supported Client Language Configurations

    Any client meeting the following criteria can work with any server of any language meeting the server criteria below. Client language and server language do not need to match.

  • The Autodesk Vault client is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language Vault client is supported on all supported non-English language operating system.
  • A non-English Vault client must match the language of the operating system.
  • The Vault Basic client and add-ins are localized into Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
    • The language of the Autodesk Vault Basic CAD add-in must be the same language as the CAD application.
  • Vault Workgroup, Collaboration, and Professional are localized into Brazilian Portuguese, Czech, English, French, German, Italian, Japanese, Polish, Russian, Simplified Chinese, and Traditional Chinese.
    • The language of the Autodesk Vault CAD add-in must be the same language as the CAD application. To use Vault Workgroup, Collaboration, or Professional with Hungarian, Korean, and Spanish CAD applications first install the correct language of Vault Basic. This will install the correct language of the Vault add-in to the CAD applications. Then install the Vault Workgroup, Collaboration, or Professional client.

Other client language notes

  • The Vault client does not support runtime language switching.
  • It is not supported to switch a CAD applications language to a configuration which does not meet the criteria outlined in the section above.
  • An English version of Autodesk Design Review 2013 is included in Vault client products for Russian, Polish, Czech, Hungarian, and Traditional Chinese.
  • An English version of Autodesk DWG TrueView 2013 is included in all Vault client products for all languages except Japanese and French.

Supported ADMS Language Configurations

    Any server meeting the following criteria can work with any client of any language meeting the client criteria above.

  • The Autodesk Data Management Server (ADMS) is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language ADMS is supported on all supported non-English language operating system.
  • A non-English ADMS must match the language of the operating system.
  • Any case insensitive collation and/or language of SQL may be used with any language ADMS.

Other ADMS Language Notes

  • Restoring a backup from a different SQL collation other than the collation currently being used will result in the backup's collation being used.

Supported Connected Workgroup Server Language Configurations

    Any server meeting the above criteria can work with any other server of any language meeting the above criteria.

Other replication related language notes

  • The publisher's SQL collation/language determines collation/language in a replicated environment regardless of the installed SQL language at subscribers.
  • We recommend all SQL installations in a replicated environment be the same language.

Vault for AutoCAD Products

AutoCAD Add-in Installation Information

    Please see the system requirements and installation instructions for your AutoCAD product for installation information specific to your AutoCAD product.

  • After uninstalling and reinstalling the Vault client, the Vault tab in the AutoCAD ribbon may not be available. This can be corrected by switching workspaces in AutoCAD.

AutoCAD Add-in Information

  • The Vault ribbon and toolbar may be missing when launching AutoCAD and AutoCAD-based products from the same installation but using different profiles. To restore the Vault ribbon and toolbar, enter CUILOAD and load the "VaAc.cuix" file from the respective locations:
    • For Windows XP - C:\Documents and Settings\ [username] \Application Data\Autodesk\ [product name] \[version]\ [lang] \Support
    • For Windows 7 - C:\Users\ [username] \AppData\Roaming\Autodesk\ [product name] \[version]\ [lang] \Support
  • Files with point cloud attachments are not supported. If checked in, the file will lose its association to the point cloud attachment.
  • Files with PDF attachments are not supported. If checked in, the file will lose its association to the PDF attachment.
  • The Change Category command is available in AutoCAD. It is not available in AutoCAD Electrical or AutoCAD Mechanical.

AutoCAD Civil 3D

  • When using Vault Workgroup, Collaboration, or Professional with AutoCAD Civil 3D, a configuration file must be imported into every vault database which will be accessed from a Civil 3D client. The configuration file, Civil3D_Vault_Configuration.cfg can be found at [ADMS Install directory]\Custom Configuration.
  • For more inforation on the Vault Add-In for AutoCAD Civil 3D, please refer to the AutoCAD Civil 3D Readme and Help.

Folder Check-in

  • The following methods may be used with Folder Check In on large folders if problems occur:
    • Add sub-folders individually. To do this, first break down the main folder into sub-folders. Then set the working folder to the top most folder. This will maintain the folder structure and file relationships after check-in.
    • Increase the number of GDI handles. Please see this Microsoft article for instructions. Seek assistance from your Administrator if you are not familiar with Registry settings.
  • The following are restrictions on Folder Check In of DXF files from within AutoCAD based products:
    • DXF files with attachments cannot be checked into the Vault (be it within or outside working folder).
    • Only single DXF files without attachments can be checked into the Vault if they are placed within the working folder. The user will be prompted to save the DXF file upon every Check-in.
    • DXF files will not be checked into the Vault when checking in a folder containing DXF files from outside working folder.
    • DXF files will be checked into the Vault when checking in a folder containing DXF files from within the working folder. In this case, DXF files with attachments will be checked in but all file relationships will be lost.

Inventor References

  • To check in files with model documentation drawing views, a default Inventor project file is required to be set in the Vault options.
  • To ensure synchronization with Vault, it is recommended to set the Inventor project file in AutoCAD to be the same as the default Inventor project file in the Vault options.

Sheet Sets and Sheet Set Manager (SSM)

  • The Check in Folder command does not support sheet sets.
  • Property write-back is not supported on sheet set files.
  • The Vault sheet set manager integration does not support offline editing of sheet set files.
  • The sheet set property 'Sheet set data file' cannot be mapped as a Vault user-defined property. Instead use the 'File Name' Vault system property.
  • Renaming a sheet set in Sheet Set Manager will not update corresponding folder and file names in Vault, though all folders and files will resolve correctly.
  • Renaming or moving sheet set data files or folders in Vault is not supported and will result in Sheet Set Manager not reflecting the changes.
  • To convert vaulted DST files to DSS format:
    1. Download the DST file to your working folder.
    2. Open the DST file in Sheet Set Manager from your working folder.
    3. Check the file into Vault.
    The DST file will be converted to DSS format upon check-in.
  • To change the Sheet Set automatic Check In visualization attachment options:
    1. Exit AutoCAD.
    2. Open the file 'Preferences.xml' at '%appdata%\Autodesk\AutoCAD 2013 Vault AddIn\Objects' with any text editor.
    3. Under the respective AutoCAD profile 'CheckIn On Auto Checkin SheetSet Options', look for '<Property Name="DWF Option" Value="No DWF" />'.
    4. Replace "No DWF", the default value, with "Create DWF locally" to create visualization during Check In or "Create DWF using Job Server" to send to Job Server.

Vault for Inventor Products

Inventor Add-in Installation Information

  • Please see the system requirements and installation instructions for your Inventor product for installation information specific to your Inventor product.

Inventor Add-in Information

    Inventor LT

    • When using Inventor LT with Vault, the user's workspace is hardcoded to %USERPROFILE%\My Documents\Vault\Designs and mapped to the root folder "$" in Vault. The workspace mapping cannot be changed.
    • If you desire to work with a different workspace you must first disable the Vault add-in. To stop working in a vaulted environment, unload the Inventor Vault Add-In, uncheck Load Automatically for the add-in, and restart Inventor LT. After which, the ability to change a user's workspace will be restored.
    • To load the Vault Add-In manually from the Add-in Manager, all documents must be closed. Otherwise, the add-in will not load.
    • Assembly files are not supported in Inventor LT. If an assembly file is opened from Vault a warning message will not be displayed.
    • Vault functionality included in Task Scheduler is disabled in Inventor LT.
    • Viewing assembly files in Vault which contain Content Center parts or running Pack and Go on assemblies which contain Content Center parts will result in issues if Inventor LT was last run. If viewing an assembly with Content Center parts the view will not load. If attempting a Pack and Go on an assembly with Content Center parts the exported Inventor project file will have the Content Center path set to [Default] and a missing file warning may be displayed upon opening the assembly. These issues can be avoided by running Inventor View immediately prior to either the View or Pack and Go operation.

All Vault Editions

  • The Vault browser will show that a file has been edited in memory for iPart Factories and iAssembly Factories if any members were renamed in Vault Explorer.
  • When using substitutes, it is strongly recommended that all data be created within the working folder. If the data was created outside of the working folder and then added to a Vault, it is recommended you open the file from Vault, dirty the file, and then save and check in all assemblies before performing any other Vault operations.
  • The Inventor Vault add-in does not support AutoCAD files with model documentation drawing views of Inventor references.
  • If opening an AutoCAD file with model documentation drawing views of Inventor references, the Inventor add-in will prompt more than once to check out and update properties for the file.
  • It may be necessary to hit the Enter key twice to trigger a Search in the Open or Place from Vault dialog.

Vault Workgroup, Collaboration, Professional

  • The 'Create DWF Job' for Inventor files (and AutoCAD files with model documentation drawing views of Inventor references) will always use the Administrator defined Vault Inventor project file setting. If the admin has not set a project file, a failure stating 'The default Inventor project file is not set or could not be found.' will be logged for the job. This error will also be displayed for updating DWFs locally if there is no administrator or user Inventor project file specified.

Autoloader

Supported Data Formats

  • Autoloader supports Inventor R10 and newer data.
  • Autoloader supports AutoCAD R14 (and AutoCAD R14 products) and newer data.

Upload Recommendations

  • Follow these guidelines for autoloading data in to the Vault:
    • If autoloading Inventor files and not publishing DWF files, upload in batches no greater than 30,000 files.
    • If autoloading Inventor files and publishing DWF files, upload in batches no greater than 20,000 files.
    • If autoloading AutoCAD or DWG files without publishing DWF, upload in batches no greater than 50,000 files.
    • If autoloading AutoCAD or DWG files and publishing DWF, upload in batches no greater than 30,000 files.
  • Close as many applications as possible while autoloading data.
  • Autoloader copies all files which will be uploaded to a temporary folder on the system that is running Autoloader. Therefore, enough free space must be available to accommodate the duplication of the files. If publishing DWF or DWFX files, enough space must also be available to accommodate the visualization files as well.

Autoloader Information

  • Prior to autoloading data, it is strongly recommended that you fully backup all vaults.
  • In order to use Autoloader, you must disable Enforce Unique File Names in the Vault.
  • Autoloader does not support auto ownership transfer. Please ensure you are uploading to a server/folder of which you have ownership.
  • The Upload Report generated after files have been uploaded can only be viewed on the machine which created the report.
  • Autoloader requires that Inventor 2012 or Inventor 2013 be installed (and be the last version of Inventor run) as well as a Vault 2013 product be installed on the same system as Autoloader to upload Inventor files.
  • DWF publishing is not supported when autoloading Inventor data with Inventor LT.
  • AutoCAD files with model documentation drawing views of Inventor references are not supported with Autoloader.
  • If Inventor needs to re-register with the operating system while Autoloader is running, Inventor's re-registration process may cause Autoloader to close. Be sure to save all Scan and Upload reports prior to starting Inventor with Autoloader running.
  • In order to publish visualization files (DWF or DWFx) for Inventor iparts, Autoloader requires that Microsoft Office Excel 2003 or newer is installed.
  • It is required that all Inventor files be uploaded into the same folder in the vault. By default this folder is named Designs, but you may change the name by using the Rename button. You may only change the name if you have not yet uploaded any files to the Designs folder.
  • If Direct 3D 9 is installed on your machine, it is recommended that you change the Inventor hardware setting to any value other than Direct 3D prior to doing DWF or DWFX publishing in Autoloader.
  • AutoCAD file types may be uploaded to any folder in the Vault.
  • AutoCAD Electrical files, AutoCAD Mechanical files, and Mechanical Desktop files will all be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of file relationships.
  • Sheet Set Data will be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of sheet set relationships. It is recommended that you use Sheet Set Manager to check in sheet set data.

Vault for Microsoft Office

Microsoft Office Add-in Installation Information

    The following versions of Microsoft Office applications are supported with Vault 2013:

    Microsoft Office Versions

    Microsoft Word

    2003, 2007, 2010 (32 and 64 bit)

    Microsoft Excel

    2003, 2007, 2010 (32 and 64 bit)

    Microsoft Powerpoint

    2003, 2007, 2010 (32 and 64 bit)

  • For best results, we recommend installing all available updates and service packs for your version of Microsoft Office.
  • If you cannot install Vault for Microsoft Office, you may need to install certain Microsoft Updates. Please see Technical Solution TS1072986 for detailed information.

Microsoft Office Add-in Information

  • When previewing documents in Vault which are open in Word 2007, the check in, check out, and undo check out commands may not work correctly in Microsoft Word. To correct the issue select another detail tab in the Vault client and retry the operation.

Vault for Microsoft Outlook

The Microsoft Outlook Add-in is available in Vault Workgroup, Collaboration and Professional.

    Microsoft Outlook Add-in Installation Information

    The following versions of Microsoft Outlook applications are supported with Vault 2013:

    Microsoft Outlook Versions

    Microsoft Outlook 2010

    Microsoft Outlook 2007

  • Please see the Vault Help documentation for important additional detail on configuring and using the Outlook add-in.
  • The Microsoft Outlook add-in is not automatically installed. You must expand the client settings during installation of the Vault client and select to install the Outlook add-in.
  • For best results, we recommend installing all available updates and service packs for your version of Microsoft Outlook.

Setting Up the MSG iFilter

    In order to extract file properties from Outlook emails you must first install and set up the MSG iFilter on all client machines and the machine which is running ADMS.

Windows XP

Windows 7 and 2008

Setting Up Outlook Properties

    After installing the Outlook add-in, it is recommended that a Vault administrator follow the steps to map the following two properties:

  1. In the Vault client go to Tools > Administration > Vault Settings.
  2. Select the Behaviors tab and click on the Properties button.
  3. Click New to create a new User-Defined Property (UDP).
  4. In the Name field type in Email Conversation Topic.
  5. In the Associations field select the category to which emails will be assigned.
    • You may want to create an Email category prior to creating the property.
  6. On the Mapping tab, select an email file in the Vault or on disk and map the UDP to the Item Name file property.
  7. Click OK.
  8. Repeat steps 3 through 7 to map a Email Sent Date UDP to the Sent Date file property.
  9. Close all Administration dialogs.
  10. Start Outlook and log in to the Vault.
  11. Click the Vault Settings button.
  12. In the Conversation Topic Property field select the Email Conversation Topic UDP.
  13. In the Sent On Property field select the Email Sent Date UDP.
  14. Click OK.

With these property settings, the Outlook add-in will treat email conversations as file associations in Vault. You will be able to use the Uses and Where Used tabs in the Vault client to view the email thread for all emails checked into Vault.

Microsoft Outlook Add-in Information

  • If you map a calendar folder to a Vault folder, when you accept or decline the request you may be notified that a mail item has been removed in Outlook, and that it should be removed from the Vault.
  • If you notice system performance is being impacted after installing the MSG iFilter, please see the Help documentation for information on changing the indexing options to improve performance.

Webclient

The webclient is available in Vault Collaboration and Professional.

Webclient Installation Information

    The following version of web browsers are supported with Vault 2013:

    Browser Versions

    Internet Explorer

    8, 9

    Mozilla Firefox

    6

    Google Chrome

    13

    Apple Safari

    4, 5

Office Sharepoint

The Sharepoint integration is available in Vault Collaboration and Professional.

Office Sharepoint Installation Information

    The following versions of Sharepoint are supported with Vault 2013:

    Office Sharepoint Versions

    Office Sharepoint 2010

    Office Sharepoint 2007

  • When installing Office SharePoint Integration, ensure that Office SharePoint Server Search Services Status is started. You can start it in SharePoint Central administration -> Operations ->Services on Server.
  • If installing Autodesk Data Management Server on the same machine as Microsoft Office SharePoint Server 2007, a pre-check error will be given in regards to a conflict with port 80. To resolve this pre-check failure you can configure ADMS to use an open port between 1 and 65535.
  • Ensure that Shared Services have been created in SharePoint Server before installing the SharePoint Integration. If there is more than one Shared Service on your Server, this installation is installed to all of the services.
  • If both Autodesk Data Management Server and Autodesk Office SharePoint Configuration have been installed on the same computer, you will need to repair the Autodesk Office SharePoint Configuration installation after the Autodesk Data Management Server is uninstalled.
  • If the Autodesk Data Management Server and Microsoft Office SharePoint Server 2007 are installed on the same machine, the location of the iFilters cannot be changed while installing the SharePoint Integration.
  • To configure SharePoint with search settings:
    1. Open the Shared Services Administration in Sharepoint Central Administration.
    2. Select the Shared Services that you want to configure.
    3. Open the home page for this Shared Services Administration (e.g., Shared Services 1).
    4. Open the Configure Search Setting page.
    5. Click content sources and crawl schedules to open the Manage Content Sources Page.
    6. Start all crawls.

Legal Notice

Autodesk Vault Professional, Autodesk Vault Collaboration, Autodesk Vault Workgroup, Autodesk Vault Basic, Autodesk Data Management Server, Autodesk Inventor, AutoCAD, AutoCAD Mechanical, and AutoCAD Electrical are trademarks of Autodesk, Inc. in the United States and/or other countries. Windows XP, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office 2003, Microsoft Office 2007, and Microsoft Office 2010 are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

Autodesk Vault Professional 2013 Readme

This file contains information that became available prior to releasing Autodesk Vault 2013 or that you will find useful while using Autodesk Vault 2013.

System Requirements for all Vault products are accessible through the Vault install and www.autodesk.com/vault-system.

DISCLAIMER: Migrating data from a Beta product to the released product is not supported.

Autodesk Data Management Server (ADMS)

Autodesk Data Management Server Installation Information

  • If you have previous Beta Vault products installed on your machine, you will need to uninstall them prior to installing this release.
    1. Uninstall the client software from all machines.
    2. Open the Beta ADMS Console.
    3. Delete all vaults and libraries.
    4. Detach the Knowledge Master vault.
    5. Uninstall ADMS.
    6. Delete the knowledgeVaultMaster database in the SQL data folder.
  • Removing Autodesk Data Management Server will not remove vault data. If you remove Autodesk Data Management Server, the SQL server directory and file stores will remain intact. However, Autodesk strongly recommends backing up all databases and necessary files prior to removing Autodesk Data Management Server.
  • By default, Autodesk Data Management Server communicates using port 80. Some installed software running on port 80 can cause conflicts with Autodesk Vault communication. To avoid conflicts when installing the ADMS console, configure ADMS to use an open port between 1 and 65535.
  • Installing ADMS onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang. This is because SQL installations are not supported with this configuration.
  • If you are planning on using Windows authentication within Vault Professional when using Windows Server 2008, the "Windows Authentication" service for IIS must be installed.
  • When installing the ADMS console on a machine that uses a custom default web site and port 80, one of the following steps is recommended:
    • Change the port of the Default Web Site to another number and restart the server installation.
    • Remove the default web site and restart the server installation.

SQL Server Installation Information

  • ADMS installs 32-bit SQL 2008 Express if SQL is not already installed on the system. If 64-bit SQL 2008 Express is desired, download 64-bit SQL 2008 Express from Microsoft and follow the directions in the Vault Advanced Configuration Guide for installing SQL before ADMS.
  • Vault Professional can be installed in a SQL cluster environment. Workflows occurring during a failover may be interrupted and may need to be resubmitted.
  • If your computer/domain is set up to require strong/complex passwords, you will not be able to use the default SQL SA password used by the Autodesk installer. Please use the Configuration pages in the Autodesk Data Management Server install to specify an appropriate SA password. Check with your IT administrator to get the requirements for a strong/complex password.
  • Installing SQL onto a computer that has the Program Files folder compressed is not supported and will cause the install to hang.
  • If you encounter a "Performance Counter Registry Hive Consistency Check" error while installing SQL, please see this Microsoft Knowledgebase article:http://support.microsoft.com/kb/300956
  • Autodesk Vault 2013 installs SQL Server 2008 using the Network Service account for SQL services. For security reasons, Microsoft recommends that you do not install SQL Server 2008 on a domain controller. SQL Server 2008 cannot be installed on a domain controller under a local service account or a network service account.

IIS Installation Information

  • If intending to use Windows Authentication when logging into Vault, the Windows Authentication checkbox in IIS must be enabled. See Technical Solution TS15739768 for more information.
  • When performing an upgrade from a previous release to 2013, the IIS Configuration cannot be modified.

Migration - Working with Legacy Vault Data

    Supported Migration Versions

    Vault 2011

    Vault Basic 2012

    Vault Basic 2013

    Vault Workgroup 2011

    Vault Workgroup 2012

    Vault Workgroup 2013

    Vault Collaboration 2011

    Vault Collaboration 2012

    Vault Collaboration 2013

    Vault Manufacturing 2011

    Vault Professional 2012

    Vault Professional 2013

  • When upgrading from a previous release of Vault Server, it is strongly recommended that a backup has been performed.
    • In order to create the backup in a connected workgroup environment, all files should be replicated to the publisher. To do this, login to ADMS Console on the publisher and perform Force File Replication on all the subscribers. This may take time to complete and the backup should be done after all replication is complete.
  • Vault 2013 includes improvements to filestore usage and filestore optimization. After migration you may notice a reduction in filestore size. This is due to duplicate files which are no longer necessary having been removed.
  • Due to improvements in property compliance evaluation, new vault servers have a reduced polling frequency to check whether any properties must be evaluated for compliance. This change will also improve server performance. For migrated Vault servers you can manually reduce the polling frequency by following these steps:
    1. Edit your server's web.config file
    2. Find the < connectivity.settings > section
    3. Find the < add key="PropertyComplianceCheckInterval" value="0:1:0" /> entry
    4. Change "0:1:0" to "0:5:0"
    5. Save and close the web.config file
  • Due to improvements in the ownership workflow, a Vault server participating in a connected workgroup is migrated to Vault 2013; the default lease time for ownership will be set to 0.
  • Detaching a Vault and attaching it to a new server installation without also attaching the KnowledgeVaultMaster is not supported and will lose all non-default users and corresponding data. All detach and subsequent attach cases should include all Vaults as well as the KnowledgeVaultMaster.
  • When migrating large vaults, there may be a long delay before the progress dialog is shown. The delay can exceed 10 minutes depending on the configuration of the vault.
  • Migrating from one OS to another OS when OS formatting (Regional Settings) is different between the two is NOT supported. Prior to upgrading to ADMS 2013, OS formatting on the target server must be changed to match that of the originating server.
  • Migrating from one Language of Vault Server to a different language of Vault Server is only supported if it is to or from an English Language Vault Server.
  • When performing an in-place upgrade from previous releases of ADMS and Remote Content Libraries, the Content Libraries cannot be installed with ADMS automatically. The ADMS must first be installed and migration completed before Remote Content Libraries can be installed.

Support for Prior Vault Clients and Add-Ins

  • The Vault 2013 ADMS supports the use of Vault 2012 clients. Any Vault 2012 client can connect to a Vault 2013 ADMS of the same edition.
  • The Vault 2013 ADMS supports the use of any Vault Add-In which can connect to a Vault 2012 ADMS. The following Add-Ins may be used with a Vault 2013 ADMS of the same edition:
    • Vault 2012 Add-In
    • Vault 2011 Add-In backpatched to connect to a Vault 2012 ADMS
    • Vault 2010 Add-In backpatched to connect to a Vault 2012 ADMS
  • It is not recommended to administer Vault or Global settings through an older client. All administration of Vault and Global settings should be done through ADMS Console or a Vault client of the same release as the Vault server.
  • New functionality available in Vault 2013 will not be available in older Vault clients and Add-Ins.
  • Vault 2013 clients no longer display the ownership icon when another site has ownership of an entity but the lease has expired. As a result older clients will also not see the ownership icon. However, older Vault clients do not automatically request ownership if the other site's lease has expired as Vault 2013 clients do. As a result, users with older Vault clients may experience errors opening, checking out, or performing other operations on files which appear to be owned locally. In these cases, the user should manually request ownership and try the operation again.
  • Some functionality in a Vault 2013 client may not work when only an older version of the CAD application is installed or if an older version of the CAD application was last run. Running Inventor View 2013 or the 2013 version of the CAD application and then retrying the operation may resolve the issue.

ADMS Information

  • Property indexing for AutoCAD file types may not work if the AutoCAD based product is installed on the same machine as the Vault Server (ADMS). If indexing problems are encountered, a repair on the ADMS Console installation should resolve the issue.
  • When the Vault Server (ADMS) and Vault Client are installed on the same x64 machine, the Client should be installed after the Server (ADMS) install. Otherwise certain Vault client operations (ie. Batch Plot, Update View) may result in an error.
  • In order to view PDF thumbnails an iFilter must must be installed on the server. A PDF viewer such as PDF-Xchange Viewer may be used to enable PDF thumbnails. Any viewer should be installed after Adobe Reader on the server machine. A reboot and Re-Index of File Properties is also required after the viewer is installed.

Autodesk Vault Client

Vault Client Install Information

  • Please visit the Vault WikiHelp for the full list of applications for which there are supported Vault Add-ins.
  • .Net 4.0 must be installed prior to installing the Vault client. If you do not yet have .Net 4.0 installed you may need to cancel the Vault client installation and follow these steps:
    1. Navigate to the Vault client installation media in Windows Explorer.
    2. Navigate to the support\dotnetfx folder on the installation media.
    3. Run dotNetFx40_Full_x86_x64.exe.
    4. Once installation of .Net 4.0 is complete, restart the Vault client installation.
  • It is recommended that you start Autodesk Design Review after installation and check for any updates.
  • Autodesk Vault 2013 supports side-by-side client installations with Autodesk Vault 2011 and Autodesk Vault 2012.
  • If the install directory is a non-English directory structure you will not be able to view the help file.
  • Before installing a Vault client, make sure the Beta version of DWF True view has been removed, otherwise the required version of DWF True View cannot be installed by the Client.
  • It is recommended that you allocate the minimum or higher system requirements when running Autodesk Vault 2013 in virtual environments. As virtual environments could cause unexpected consequences Autodesk reserves the right to ask that any customer reported problems be reproduced on a physical machine outside the VMware environment. Autodesk Vault 2013 was tested on VMware ESXi version 4.0.0 and VMware Workstation version 6.5.2.
  • For information on certified virtualization vendors and their respective solutions, see Microsoft's products list at Server Virtualization Validation Program home page.
    • Microsoft's support policy for Microsoft software running in non-Microsoft hardware virtualization software can be found here.
    • Microsoft's support policy for Microsoft SQL Server products running in a hardware virtualization environment can be found here.

Vault Client Information

    All Vault Editions

    • Copy Design
      • Beginning in Vault 2013, when "Update Part Number" is unchecked during a Copy Design the copied parts will retain the original part number. In previous releases the part number would have been cleared.
      • The last run version of Inventor on your machine will be used for operations in the Vault Client, such as Copy Design. If the last run version of Inventor is older than the version of the files you are changing through the Vault client, then the Vault client will display an error (e.g., if you last ran Inventor 2012 on your computer and then try to do a Copy Design on files last saved in Inventor 2013 the Copy Design will fail).
      • Copy Design on a substitute part results in the new part referencing the original derived assembly.
      • When using Copy Design on an assembly that uses derived components, if you attempt to change the master sketch on one file, it will replace the master sketch on all files referencing the master sketch. It is recommended that you copy all instances. Copying one derived part but reusing another referencing the same master sketch is not supported.
      • All library files may easily be set to Reuse by right clicking on the main assembly and selecting Reuse Library Files.

Vault Workgroup, Collaboration, and Professional

  • AutoCAD LT and Inventor LT
    • Batch plot is not supported with AutoCAD LT or Inventor LT.
    • Update view is not supported with Inventor LT. This includes jobs sent to a jobserver on a machine running Inventor LT.
    • Revision table functionality for assemblies is not supported with Inventor LT. This includes jobs sent to a jobserver on a machine running Inventor LT.
  • Lifecycle
    • When modifying the state transition criteria of a lifecycle definition, the "Check that dependent child files are released" option can now be found on the Actions tab.
  • Revise
    • When revising a file, it is not possible to revise from a previous revision.

Vault Professional

  • Custom Objects
    • When creating or editing existing Custom Object definitions, the changes will not populate in the Vault client until the following login.
  • Items
    • It is now possible to remove tertiary links from an item. However, if the primary link which caused the tertiary to be created remains on the item then the tertiary link will be recreated the next time the item is updated. For instance: if a .IPT with an .IDW is assigned to an item the .IPT will get a primary link and the .IDW will get a tertiary link. If the tertiary link to the IDW is removed from the item, but the primary link to the >IPT is not, then on the next update of the item the tertiary link to the .IDW will be recreated.
    • Effectivity no longer controls the display of Item bill of materials. An Item revision's bill of material was displayed in previous releases of Vault as of the last instant the revision was the most effective revision. In Vault Professional 2013, the Item revision's bill of material will be displayed as of the last instant it was the latest released revision.
    • Upon migration to Vault Professional 2013 from Vault Professional 2011 or earlier, any item links to structured components and part references in AutoCAD Mechanical files and virtual parts in Inventor files will be migrated from Primary, Secondary, or Standard Component links to Primary Subcomponent or Secondary Subcomponent links. Please see the in product Help or the Vault WikiHelp for more information on the new Subcomponent link types.
    • Updating an item will only update the unpinned file attachment versions for the item being updated. Any child items being updated as a result will not have their file attachment versions updated. You will need to update those items individually.

Supported Language Configurations for Autodesk Vault Products

Supported Client Language Configurations

    Any client meeting the following criteria can work with any server of any language meeting the server criteria below. Client language and server language do not need to match.

  • The Autodesk Vault client is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language Vault client is supported on all supported non-English language operating system.
  • A non-English Vault client must match the language of the operating system.
  • The Vault Basic client and add-ins are localized into Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
    • The language of the Autodesk Vault Basic CAD add-in must be the same language as the CAD application.
  • Vault Workgroup, Collaboration, and Professional are localized into Brazilian Portuguese, Czech, English, French, German, Italian, Japanese, Polish, Russian, Simplified Chinese, and Traditional Chinese.
    • The language of the Autodesk Vault CAD add-in must be the same language as the CAD application. To use Vault Workgroup, Collaboration, or Professional with Hungarian, Korean, and Spanish CAD applications first install the correct language of Vault Basic. This will install the correct language of the Vault add-in to the CAD applications. Then install the Vault Workgroup, Collaboration, or Professional client.

Other client language notes

  • The Vault client does not support runtime language switching.
  • It is not supported to switch a CAD applications language to a configuration which does not meet the criteria outlined in the section above.
  • An English version of Autodesk Design Review 2013 is included in Vault client products for Russian, Polish, Czech, Hungarian, and Traditional Chinese.
  • An English version of Autodesk DWG TrueView 2013 is included in all Vault client products for all languages except Japanese and French.

Supported ADMS Language Configurations

    Any server meeting the following criteria can work with any client of any language meeting the client criteria above.

  • The Autodesk Data Management Server (ADMS) is supported on operating systems of the following languages: Brazilian Portuguese, Czech, English, French, German, Hungarian, Italian, Japanese, Korean, Polish, Russian, Simplified Chinese, Spanish, and Traditional Chinese.
  • An English language ADMS is supported on all supported non-English language operating system.
  • A non-English ADMS must match the language of the operating system.
  • Any case insensitive collation and/or language of SQL may be used with any language ADMS.

Other ADMS language notes

  • Restoring a backup from a different SQL collation other than the collation currently being used will result in the backup's collation being used.

Supported Connected Workgroup Server Language Configurations

    Any server meeting the above criteria can work with any other server of any language meeting the above criteria.

Other replication related language notes

  • The publisher's SQL collation/language determines collation/language in a replicated environment regardless of the installed SQL language at subscribers.
  • We recommend all SQL installations in a replicated environment be the same language.

Vault for AutoCAD Products

AutoCAD Add-in Installation Information

    Please see the system requirements and installation instructions for your AutoCAD product for installation information specific to your AutoCAD product.

  • After uninstalling and reinstalling the Vault client, the Vault tab in the AutoCAD ribbon may not be available. This can be corrected by switching workspaces in AutoCAD.

AutoCAD Add-in Information

  • The Vault ribbon and toolbar may be missing when launching AutoCAD and AutoCAD-based products from the same installation but using different profiles. To restore the Vault ribbon and toolbar, enter CUILOAD and load the "VaAc.cuix" file from the respective locations:
    • For Windows XP - C:\Documents and Settings\ [username] \Application Data\Autodesk\ [product name] \[version]\ [lang] \Support
    • For Windows 7 - C:\Users\ [username] \AppData\Roaming\Autodesk\ [product name] \[version]\ [lang] \Support
  • Files with point cloud attachments are not supported. If checked in, the file will lose its association to the point cloud attachment.
  • Files with PDF attachments are not supported. If checked in, the file will lose its association to the PDF attachment.
  • The Change Category command is available in AutoCAD. It is not available in AutoCAD Electrical or AutoCAD Mechanical.

AutoCAD Civil 3D

  • When using Vault Workgroup, Collaboration, or Professional with AutoCAD Civil 3D, a configuration file must be imported into every vault database which will be accessed from a Civil 3D client. The configuration file, Civil3D_Vault_Configuration.cfg can be found at [ADMS Install directory]\Custom Configuration.
  • For more inforation on the Vault Add-In for AutoCAD Civil 3D, please refer to the AutoCAD Civil 3D Readme and Help.

Folder Check-in

  • The following methods may be used with Folder Check In on large folders if problems occur:
    • Add sub-folders individually. To do this, first break down the main folder into sub-folders. Then set the working folder to the top most folder. This will maintain the folder structure and file relationships after check-in.
    • Increase the number of GDI handles. Please see this Microsoft article for instructions. Seek assistance from your Administrator if you are not familiar with Registry settings.
  • The following are restrictions on Folder Check In of DXF files from within AutoCAD based products:
    • DXF files with attachments cannot be checked into the Vault (be it within or outside working folder).
    • Only single DXF files without attachments can be checked into the Vault if they are placed within the working folder. The user will be prompted to save the DXF file upon every Check-in.
    • DXF files will not be checked into the Vault when checking in a folder containing DXF files from outside working folder.
    • DXF files will be checked into the Vault when checking in a folder containing DXF files from within the working folder. In this case, DXF files with attachments will be checked in but all file relationships will be lost.

Inventor References

  • To check in files with model documentation drawing views, a default Inventor project file is required to be set in the Vault options.
  • To ensure synchronization with Vault, it is recommended to set the Inventor project file in AutoCAD to be the same as the default Inventor project file in the Vault options.

Sheet Sets and Sheet Set Manager (SSM)

  • The Check in Folder command does not support sheet sets.
  • Property write-back is not supported on sheet set files.
  • The Vault sheet set manager integration does not support offline editing of sheet set files.
  • The sheet set property 'Sheet set data file' cannot be mapped as a Vault user-defined property. Instead use the 'File Name' Vault system property.
  • Renaming a sheet set in Sheet Set Manager will not update corresponding folder and file names in Vault, though all folders and files will resolve correctly.
  • Renaming or moving sheet set data files or folders in Vault is not supported and will result in Sheet Set Manager not reflecting the changes.
  • To convert vaulted DST files to DSS format:
    1. Download the DST file to your working folder.
    2. Open the DST file in Sheet Set Manager from your working folder.
    3. Check the file into Vault.
    The DST file will be converted to DSS format upon check-in.
  • To change the Sheet Set automatic Check In visualization attachment options:
    1. Exit AutoCAD.
    2. Open the file 'Preferences.xml' at '%appdata%\Autodesk\AutoCAD 2013 Vault AddIn\Objects' with any text editor.
    3. Under the respective AutoCAD profile 'CheckIn On Auto Checkin SheetSet Options', look for '<Property Name="DWF Option" Value="No DWF" />'.
    4. Replace "No DWF", the default value, with "Create DWF locally" to create visualization during Check In or "Create DWF using Job Server" to send to Job Server.

Vault for Inventor Products

Inventor Add-in Installation Information

  • Please see the system requirements and installation instructions for your Inventor product for installation information specific to your Inventor product.

Inventor Add-in Information

    Inventor LT

    • When using Inventor LT with Vault, the user's workspace is hardcoded to %USERPROFILE%\My Documents\Vault\Designs and mapped to the root folder "$" in Vault. The workspace mapping cannot be changed.
    • If you desire to work with a different workspace you must first disable the Vault add-in. To stop working in a vaulted environment, unload the Inventor Vault Add-In, uncheck Load Automatically for the add-in, and restart Inventor LT. After which, the ability to change a user's workspace will be restored.
    • To load the Vault Add-In manually from the Add-in Manager, all documents must be closed. Otherwise, the add-in will not load.
    • Assembly files are not supported in Inventor LT. If an assembly file is opened from Vault a warning message will not be displayed.
    • Vault functionality included in Task Scheduler is disabled in Inventor LT.
    • Viewing assembly files in Vault which contain Content Center parts or running Pack and Go on assemblies which contain Content Center parts will result in issues if Inventor LT was last run. If viewing an assembly with Content Center parts the view will not load. If attempting a Pack and Go on an assembly with Content Center parts the exported Inventor project file will have the Content Center path set to [Default] and a missing file warning may be displayed upon opening the assembly. These issues can be avoided by running Inventor View immediately prior to either the View or Pack and Go operation.

All Vault Editions

  • The Vault browser will show that a file has been edited in memory for iPart Factories and iAssembly Factories if any members were renamed in Vault Explorer.
  • When using substitutes, it is strongly recommended that all data be created within the working folder. If the data was created outside of the working folder and then added to a Vault, it is recommended you open the file from Vault, dirty the file, and then save and check in all assemblies before performing any other Vault operations.
  • The Inventor Vault add-in does not support AutoCAD files with model documentation drawing views of Inventor references.
  • If opening an AutoCAD file with model documentation drawing views of Inventor references, the Inventor add-in will prompt more than once to check out and update properties for the file.
  • It may be necessary to hit the Enter key twice to trigger a Search in the Open or Place from Vault dialog.

Vault Workgroup, Collaboration, Professional

  • The 'Create DWF Job' for Inventor files (and AutoCAD files with model documentation drawing views of Inventor references) will always use the Administrator defined Vault Inventor project file setting. If the admin has not set a project file, a failure stating 'The default Inventor project file is not set or could not be found.' will be logged for the job. This error will also be displayed for updating DWFs locally if there is no administrator or user Inventor project file specified.

Vault Professional

  • Detail IDs will not be created for Substitute Parts when the master assembly is uploaded to Vault using "Check In Project". The Update File References command should be executed in Vault Explorer to get Detail IDs created for Substitute Parts.
  • Inventor assemblies that are checked in with an active LOD will not have Detail IDs extracted.

Autoloader

Supported Data Formats

  • Autoloader supports Inventor R10 and newer data.
  • Autoloader supports AutoCAD R14 (and AutoCAD R14 products) and newer data.

Upload Recommendations

  • Follow these guidelines for autoloading data in to the Vault:
    • If autoloading Inventor files and not publishing DWF files, upload in batches no greater than 30,000 files.
    • If autoloading Inventor files and publishing DWF files, upload in batches no greater than 20,000 files.
    • If autoloading AutoCAD or DWG files without publishing DWF, upload in batches no greater than 50,000 files.
    • If autoloading AutoCAD or DWG files and publishing DWF, upload in batches no greater than 30,000 files.
  • Close as many applications as possible while autoloading data.
  • Autoloader copies all files which will be uploaded to a temporary folder on the system that is running Autoloader. Therefore, enough free space must be available to accommodate the duplication of the files. If publishing DWF or DWFX files, enough space must also be available to accommodate the visualization files as well.

Autoloader Information

  • Prior to autoloading data, it is strongly recommended that you fully backup all vaults.
  • In order to use Autoloader, you must disable Enforce Unique File Names in the Vault.
  • Autoloader does not support auto ownership transfer. Please ensure you are uploading to a server/folder of which you have ownership.
  • The Upload Report generated after files have been uploaded can only be viewed on the machine which created the report.
  • Autoloader requires that Inventor 2012 or Inventor 2013 be installed (and be the last version of Inventor run) as well as a Vault 2013 product be installed on the same system as Autoloader to upload Inventor files.
  • DWF publishing is not supported when autoloading Inventor data with Inventor LT.
  • AutoCAD files with model documentation drawing views of Inventor references are not supported with Autoloader.
  • If Inventor needs to re-register with the operating system while Autoloader is running, Inventor's re-registration process may cause Autoloader to close. Be sure to save all Scan and Upload reports prior to starting Inventor with Autoloader running.
  • In order to publish visualization files (DWF or DWFx) for Inventor iparts, Autoloader requires that Microsoft Office Excel 2003 or newer is installed.
  • It is required that all Inventor files be uploaded into the same folder in the vault. By default this folder is named Designs, but you may change the name by using the Rename button. You may only change the name if you have not yet uploaded any files to the Designs folder.
  • If Direct 3D 9 is installed on your machine, it is recommended that you change the Inventor hardware setting to any value other than Direct 3D prior to doing DWF or DWFX publishing in Autoloader.
  • AutoCAD file types may be uploaded to any folder in the Vault.
  • AutoCAD Electrical files, AutoCAD Mechanical files, and Mechanical Desktop files will all be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of file relationships.
  • Sheet Set Data will be uploaded to the vault as vanilla AutoCAD files. This may result in the loss of sheet set relationships. It is recommended that you use Sheet Set Manager to check in sheet set data.

Vault for Microsoft Office

Microsoft Office Add-in Installation Information

    The following versions of Microsoft Office applications are supported with Vault 2013:

    Microsoft Office Versions

    Microsoft Word

    2003, 2007, 2010 (32 and 64 bit)

    Microsoft Excel

    2003, 2007, 2010 (32 and 64 bit)

    Microsoft Powerpoint

    2003, 2007, 2010 (32 and 64 bit)

  • For best results, we recommend installing all available updates and service packs for your version of Microsoft Office.
  • If you cannot install Vault for Microsoft Office, you may need to install certain Microsoft Updates. Please see Technical Solution TS1072986 for detailed information.

Microsoft Office Add-in Information

  • When previewing documents in Vault which are open in Word 2007, the check in, check out, and undo check out commands may not work correctly in Microsoft Word. To correct the issue select another detail tab in the Vault client and retry the operation.

Vault for Microsoft Outlook

The Microsoft Outlook Add-in is available in Vault Workgroup, Collaboration and Professional.

Microsoft Outlook Add-in Installation Information

    The following versions of Microsoft Outlook applications are supported with Vault 2013:

    Microsoft Outlook Versions

    Microsoft Outlook 2010

    Microsoft Outlook 2007

  • Please see the Vault Help documentation for important additional detail on configuring and using the Outlook add-in.
  • The Microsoft Outlook add-in is not automatically installed. You must expand the client settings during installation of the Vault client and select to install the Outlook add-in.
  • For best results, we recommend installing all available updates and service packs for your version of Microsoft Outlook.

Setting Up the MSG iFilter

    In order to extract file properties from Outlook emails you must first install and set up the MSG iFilter on all client machines and the machine which is running ADMS.

Windows XP

Windows 7 and 2008

Setting Up Outlook Properties

    After installing the Outlook add-in, it is recommended that a Vault administrator follow the steps to map the following two properties:

  1. In the Vault client go to Tools > Administration > Vault Settings.
  2. Select the Behaviors tab and click on the Properties button.
  3. Click New to create a new User-Defined Property (UDP).
  4. In the Name field type in Email Conversation Topic.
  5. In the Associations field select the category to which emails will be assigned.
    • You may want to create an Email category prior to creating the property.
  6. On the Mapping tab, select an email file in the Vault or on disk and map the UDP to the Item Name file property.
  7. Click OK.
  8. Repeat steps 3 through 7 to map a Email Sent Date UDP to the Sent Date file property.
  9. Close all Administration dialogs.
  10. Start Outlook and log in to the Vault.
  11. Click the Vault Settings button.
  12. In the Conversation Topic Property field select the Email Conversation Topic UDP.
  13. In the Sent On Property field select the Email Sent Date UDP.
  14. Click OK.

With these property settings, the Outlook add-in will treat email conversations as file associations in Vault. You will be able to use the Uses and Where Used tabs in the Vault client to view the email thread for all emails checked into Vault.

Microsoft Outlook Add-in Information

  • If you map a calendar folder to a Vault folder, when you accept or decline the request you may be notified that a mail item has been removed in Outlook, and that it should be removed from the Vault.
  • If you notice system performance is being impacted after installing the MSG iFilter, please see the Help documentation for information on changing the indexing options to improve performance.

Web Client

The webclient is available in Vault Collaboration and Professional.

Webclient Installation Information

    The following version of web browsers are supported with Vault 2013:

    Browser Versions

    Internet Explorer

    8, 9

    Mozilla Firefox

    6

    Google Chrome

    13

    Apple Safari

    4, 5

Office Sharepoint

The Sharepoint integration is available in Vault Collaboration and Professional.

Office Sharepoint Installation Information

    The following version of Sharepoint is supported with Vault 2013:

    Office Sharepoint Versions

    Office Sharepoint 2010

    Office Sharepoint 2007

  • When installing Office SharePoint Integration, ensure that Office SharePoint Server Search Services Status is started. You can start it in SharePoint Central administration -> Operations ->Services on Server.
  • If installing Autodesk Data Management Server on the same machine as Microsoft Office SharePoint Server 2007, a pre-check error will be given in regards to a conflict with port 80. To resolve this pre-check failure you can configure ADMS to use an open port between 1 and 65535.
  • Ensure that Shared Services have been created in SharePoint Server before installing the SharePoint Integration. If there is more than one Shared Service on your Server, this installation is installed to all of the services.
  • If both Autodesk Data Management Server and Autodesk Office SharePoint Configuration have been installed on the same computer, you will need to repair the Autodesk Office SharePoint Configuration installation after the Autodesk Data Management Server is uninstalled.
  • If the Autodesk Data Management Server and Microsoft Office SharePoint Server 2007 are installed on the same machine, the location of the iFilters cannot be changed while installing the SharePoint Integration.
  • To configure SharePoint with search settings:
    1. Open the Shared Services Administration in SharePoint Central Administration.
    2. Select the Shared Services that you want to configure.
    3. Open the home page for this Shared Services Administration (e.g., Shared Services 1).
    4. Open the Configure Search Setting page.
    5. Click content sources and crawl schedules to open the Manage Content Sources Page.
    6. Start all crawls.

Legal Notice

Autodesk Vault Professional, Autodesk Vault Collaboration, Autodesk Vault Workgroup, Autodesk Vault Basic, Autodesk Data Management Server, Autodesk Inventor, AutoCAD, AutoCAD Mechanical, and AutoCAD Electrical are trademarks of Autodesk, Inc. in the United States and/or other countries. Windows XP, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office 2003, Microsoft Office 2007, and Microsoft Office 2010 are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

Parent topic: Readme Notes