This upgrade process applies to all Autodesk Vault product editions. Details are provided for release 2009 and higher, however the general process can be applied to all releases. An upgrade may mean a newer release, a higher product edition, or both. When upgrading, upgrade to the highest release first and then upgrade the product edition.
For example, if moving from Vault Workgroup 2012 to Vault Professional 2014, first upgrade the release to Vault Workgroup 2014 and then upgrade the edition to Vault Professional 2014.
The migration process for an Autodesk Vault environment is composed of five stages: validate backup, upgrade SQL, upgrade Vault server, upgrade clients, and create backup. The number of steps within each stage varies depending on the existing Vault implementation.
The instructions in this document assume that you are familiar with common server administration tasks. At a minimum, you should be familiar with installing and uninstalling software on Microsoft Windows™.
Upgrade Assistance
If there are concerns or additional complexities in the Autodesk Vault environment, the best practice is to involve your Value Added Reseller or Autodesk Consulting. This is especially important when using clustered SQL or business line integrations with Vault.