Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:04
Hello. My name is Traci, and I work as a Designated Support Specialist.
00:09
Today, I'm going to do a presentation on how to do a Vault upgrade or migration.
00:15
By the end, hopefully, you'll be all prepared when you're ready to go.
00:18
I have actually been with Autodesk over five years, and have over 25 years of experience in IT and customer support.
00:26
My background is mostly SQL Server, and that is why I support the Vault product.
00:32
During the presentation today, I'm going to cover the planning for your Vault migration.
00:36
I'll cover a basic how-to for installing and upgrading,
00:40
and then you'll be given the opportunity to answer some questions regarding your environment,
00:44
and the proper presentations will be delivered that best fits.
00:48
This will include in-place upgrades, new server migrations, or replicated or single-site environments.
00:55
By the time we're done, I will have delivered a high-level overview,
00:59
what you need to prepare, I will outline the process, let you know what you should know, things to be aware of, if there's any gotchas.
01:06
And then you will also be provided a PDF that includes some additional help resources.
01:12
The safe harbor statement,
01:13
this large batch of words basically just means that don't make any buying decisions based on anything I may say here.
01:19
I may be talking about stuff that may or may not be coming.
01:22
So it is not constituting a promise.
01:25
Now to the meat of the matter - Vault migration.
01:28
Migration can be an upgrade.
01:30
It can be upgrading your Vault from one release to another, moving from 2020 to 2022.
01:36
It can be upgrading your Vault addition if you're using Workgroup and you want to start using Professional.
01:41
It can be moving your current Vault to a different server in the same and/or in a new version.
01:47
There are four key areas that you need to look at when you're ready to do your migration.
01:53
So before you begin, you want to check your hardware and software requirements for the version of Vault you will be installing.
01:58
A Vault implementation can be simple, all the way to complex, depending on your environment,
02:04
and being prepared ahead of time will make it much easier and smoother to go along.
02:08
Some things to keep in mind when you are doing the planning,
02:11
is that different versions of Vault require different configurations of SQL Server and/or operating systems.
02:17
And Vault only allows you to move two versions at a time, which I'll cover a little bit.
02:21
Also, your antivirus settings can get in the way.
02:24
So if you notice a slowdown during the installation or migration, you should check your AV settings.
02:29
And if possible, either disable them or make sure that the appropriate folders are excluded.
02:36
There's a link to this in the resources PDF, but I just wanted to really quickly show you.
02:41
These are the requirements for the different systems as you do your upgrades.
02:48
High Level Overview.
02:50
So I'm going to go through the high level overview, and then I'll get down into the details a little bit more.
02:54
The first thing, as I said, that you're looking at is your hardware.
02:58
The biggest thing that we want to emphasize is that we suggest that you test.
03:04
You test your upgrade. You test the new version.
03:06
If you don't have a test server, can you build one?
03:08
There's a link on the PDF for additional resources on testing,
03:12
but it is crucial and will make a big difference when you do the process.
03:16
So it will give you timing. It will give you -- does your data work?
03:20
It validates your backup system so you know if your DR is working.
03:24
You know how long each phase is going to take, which helps in the planning.
03:27
You can document your steps and what you've done to resolve them.
03:32
And then the big thing is you will need the Filestore and/or a subset of the Filestore in order to use a full test environment.
03:40
So testing includes backing up from production, creating a test environment, or if you already have one, upgrading it,
03:47
restoring your backup, migrate your Vaults, validating the data, and then testing and validating the actual Vault itself.
03:55
The next step, does your SQL Server need to be upgraded?
03:58
We have this really nice chart. And, again, this link is in the resources PDF.
04:03
However, this will tell you if you're going forward certain versions or multiple versions,
04:07
this will tell you if you can use an existing version of SQL.
04:13
The dots in yellow are the ones that you can use for migration purposes only.
04:18
You can't run Vault with the yellow dots in accordance to the versions, but the green ones, you can.
04:23
So if you are moving to 2022 and you want to use SQL 2019 and you're on 2020, you can go ahead and put your 2020 on there.
04:33
You can upgrade your SQL to 2019. It'll work for the migration purposes.
04:38
So next, the Vault server itself.
04:40
You're going to install the current Vault Server, and then you're going to apply the hot fixes.
04:46
And then Vault will ask you if you want to migrate your Vaults, which you will do.
04:50
So you can get all the software from the account portal and Autodesk Vault Server is the ADMS console.
04:56
Autodesk Vault Professional would be your client,
04:59
and Autodesk Vault file server would be your ABFS if you're being in a replicated environment.
05:05
And then, it is recommended that during the process, if you're going through multiple versions or multiple additions,
05:12
you apply the hot fixes prior to running the Vault migration.
05:15
That way it will ensure that the data migrates properly.
05:19
So if you remember, I mentioned earlier that you cannot go more than two versions at a time in Vault.
05:25
And the reason for this is because the database schema has to be updated,
05:28
and the data has to be migrated into the newest version of the sequel server schema.
05:33
So it only supports two previous versions.
05:36
If you've got three or more, if you take a look on the right hand side, it's just in a loop.
05:40
You're going to upgrade, verify that your SQL release works,
05:44
install a release two versions ahead, apply your hot fixes, migrate your Vaults.
05:48
Are you done? Yes.
05:49
Are you done? No. If you're not done, again, make sure that you're still working with a proper SQL version.
05:54
And this is where that chart will come in handy and/or be aware that you may need to upgrade your SQL Server along the way.
06:02
So the Vault Client itself, ADMS server supports the two previous versions of the client version as well.
06:09
So if you upgrade your server two versions ahead and you are running 2022,
06:13
you can still run the 2020 client until you have time to upgrade it.
06:18
But to do that, you need to know that you will not have any enhancements that are included in the client,
06:24
as opposed to that are included in the server.
06:27
So the software that's included in the Microsoft Office add-in, check in the documentation for your version that exists out there.
06:34
And again, you can see which versions of Office are supported.
06:38
If you want to install the clients, you have to have Windows administrative power or power user privileges.
06:44
And the Vault and CAD client versions must be the same.
06:47
So you have to install the CAD upgrades to allow the Vault add-in to work.
06:53
And so, for example, if you take a look here and you've installed Autodesk Vault Server 2022,
06:59
you can use the Vault Professional client 2020, 2021 or 2022.
07:06
By the same token, you have to use the same CAD Inventor or AutoCAD program Inversion as Vault.
07:13
So if you're going to use Vault Client 2020, you have to use Inventor and AutoCAD 2020.
07:19
Same with 2021, 2022.
07:22
And the reason for this, it will not work across.
07:26
And the reason for this is because the Vault add-ins,
07:30
the toolbar that you get at the top of the CAD program that lets you do the Vault functionality,
07:34
will only work with the same matching version.
07:37
Also, just as a quick note, if you install the CAD version first prior to the client, it will automatically add the add-in for you.
07:46
If you do, however, add the CAD client after the Autodesk Vault Client,
07:52
you'll have to go into control panel and add the add-on separately.
07:57
So now once you verify everything is functioning,
07:59
you want to create a backup so you don't have to start all over again if something happens.
08:03
Once you know you're in a good state, create your backup and then you're ready to go.
08:06
The basic installation or upgrade physical process is really quite similar to just about anything else you're going to go through.
08:13
On the installation screen, you're going to select install, you're going to accept the license agreements,
08:19
you're going to provide the serial number and tell it what kind of network license server it is.
08:24
And then, there's a configuration screen, and you're going to select Vault server.
08:30
You're going to put in the name of the SQL server and the users that you're going to use.
08:36
And then lastly, once you click Install, the process is going to perform some prechecks.
08:43
And then if everything checks out, it will continue on and finish the install.
08:48
If any of the prechecks fail, the number beside the actions is going to show you what you need to do, how many failed, and there's a link.
08:56
And most of these links, when you click on them, will actually fix whatever is going on.
08:60
But if it doesn't, it does include instructions or usually directions or guidance on how to address any of the precheck warnings or errors.
09:09
Really quickly, if you are planning on or using Secure Socket Layer (SSL) prior to your upgrade,
09:17
couple things that you just need to keep in mind: You will need to set it up again.
09:20
The way a Vault upgrade works is it actually does an uninstall and a reinstall.
09:24
So some of your configuration files may be overwritten,
09:27
and so you will want to save a copy of the configuration files that you have to edit as part of the upgrade.
09:34
If you're going to a new server, you will need to create new certificates.
09:39
If you're on the same server, you can continue using the certificates that you are already using.
09:43
And as a quick note, if you are going to 2022, you might want to check out our beta site.
09:48
There's some proposed and expected changes for configuring SSL that you can read about there until it's released.
Video transcript
00:04
Hello. My name is Traci, and I work as a Designated Support Specialist.
00:09
Today, I'm going to do a presentation on how to do a Vault upgrade or migration.
00:15
By the end, hopefully, you'll be all prepared when you're ready to go.
00:18
I have actually been with Autodesk over five years, and have over 25 years of experience in IT and customer support.
00:26
My background is mostly SQL Server, and that is why I support the Vault product.
00:32
During the presentation today, I'm going to cover the planning for your Vault migration.
00:36
I'll cover a basic how-to for installing and upgrading,
00:40
and then you'll be given the opportunity to answer some questions regarding your environment,
00:44
and the proper presentations will be delivered that best fits.
00:48
This will include in-place upgrades, new server migrations, or replicated or single-site environments.
00:55
By the time we're done, I will have delivered a high-level overview,
00:59
what you need to prepare, I will outline the process, let you know what you should know, things to be aware of, if there's any gotchas.
01:06
And then you will also be provided a PDF that includes some additional help resources.
01:12
The safe harbor statement,
01:13
this large batch of words basically just means that don't make any buying decisions based on anything I may say here.
01:19
I may be talking about stuff that may or may not be coming.
01:22
So it is not constituting a promise.
01:25
Now to the meat of the matter - Vault migration.
01:28
Migration can be an upgrade.
01:30
It can be upgrading your Vault from one release to another, moving from 2020 to 2022.
01:36
It can be upgrading your Vault addition if you're using Workgroup and you want to start using Professional.
01:41
It can be moving your current Vault to a different server in the same and/or in a new version.
01:47
There are four key areas that you need to look at when you're ready to do your migration.
01:53
So before you begin, you want to check your hardware and software requirements for the version of Vault you will be installing.
01:58
A Vault implementation can be simple, all the way to complex, depending on your environment,
02:04
and being prepared ahead of time will make it much easier and smoother to go along.
02:08
Some things to keep in mind when you are doing the planning,
02:11
is that different versions of Vault require different configurations of SQL Server and/or operating systems.
02:17
And Vault only allows you to move two versions at a time, which I'll cover a little bit.
02:21
Also, your antivirus settings can get in the way.
02:24
So if you notice a slowdown during the installation or migration, you should check your AV settings.
02:29
And if possible, either disable them or make sure that the appropriate folders are excluded.
02:36
There's a link to this in the resources PDF, but I just wanted to really quickly show you.
02:41
These are the requirements for the different systems as you do your upgrades.
02:48
High Level Overview.
02:50
So I'm going to go through the high level overview, and then I'll get down into the details a little bit more.
02:54
The first thing, as I said, that you're looking at is your hardware.
02:58
The biggest thing that we want to emphasize is that we suggest that you test.
03:04
You test your upgrade. You test the new version.
03:06
If you don't have a test server, can you build one?
03:08
There's a link on the PDF for additional resources on testing,
03:12
but it is crucial and will make a big difference when you do the process.
03:16
So it will give you timing. It will give you -- does your data work?
03:20
It validates your backup system so you know if your DR is working.
03:24
You know how long each phase is going to take, which helps in the planning.
03:27
You can document your steps and what you've done to resolve them.
03:32
And then the big thing is you will need the Filestore and/or a subset of the Filestore in order to use a full test environment.
03:40
So testing includes backing up from production, creating a test environment, or if you already have one, upgrading it,
03:47
restoring your backup, migrate your Vaults, validating the data, and then testing and validating the actual Vault itself.
03:55
The next step, does your SQL Server need to be upgraded?
03:58
We have this really nice chart. And, again, this link is in the resources PDF.
04:03
However, this will tell you if you're going forward certain versions or multiple versions,
04:07
this will tell you if you can use an existing version of SQL.
04:13
The dots in yellow are the ones that you can use for migration purposes only.
04:18
You can't run Vault with the yellow dots in accordance to the versions, but the green ones, you can.
04:23
So if you are moving to 2022 and you want to use SQL 2019 and you're on 2020, you can go ahead and put your 2020 on there.
04:33
You can upgrade your SQL to 2019. It'll work for the migration purposes.
04:38
So next, the Vault server itself.
04:40
You're going to install the current Vault Server, and then you're going to apply the hot fixes.
04:46
And then Vault will ask you if you want to migrate your Vaults, which you will do.
04:50
So you can get all the software from the account portal and Autodesk Vault Server is the ADMS console.
04:56
Autodesk Vault Professional would be your client,
04:59
and Autodesk Vault file server would be your ABFS if you're being in a replicated environment.
05:05
And then, it is recommended that during the process, if you're going through multiple versions or multiple additions,
05:12
you apply the hot fixes prior to running the Vault migration.
05:15
That way it will ensure that the data migrates properly.
05:19
So if you remember, I mentioned earlier that you cannot go more than two versions at a time in Vault.
05:25
And the reason for this is because the database schema has to be updated,
05:28
and the data has to be migrated into the newest version of the sequel server schema.
05:33
So it only supports two previous versions.
05:36
If you've got three or more, if you take a look on the right hand side, it's just in a loop.
05:40
You're going to upgrade, verify that your SQL release works,
05:44
install a release two versions ahead, apply your hot fixes, migrate your Vaults.
05:48
Are you done? Yes.
05:49
Are you done? No. If you're not done, again, make sure that you're still working with a proper SQL version.
05:54
And this is where that chart will come in handy and/or be aware that you may need to upgrade your SQL Server along the way.
06:02
So the Vault Client itself, ADMS server supports the two previous versions of the client version as well.
06:09
So if you upgrade your server two versions ahead and you are running 2022,
06:13
you can still run the 2020 client until you have time to upgrade it.
06:18
But to do that, you need to know that you will not have any enhancements that are included in the client,
06:24
as opposed to that are included in the server.
06:27
So the software that's included in the Microsoft Office add-in, check in the documentation for your version that exists out there.
06:34
And again, you can see which versions of Office are supported.
06:38
If you want to install the clients, you have to have Windows administrative power or power user privileges.
06:44
And the Vault and CAD client versions must be the same.
06:47
So you have to install the CAD upgrades to allow the Vault add-in to work.
06:53
And so, for example, if you take a look here and you've installed Autodesk Vault Server 2022,
06:59
you can use the Vault Professional client 2020, 2021 or 2022.
07:06
By the same token, you have to use the same CAD Inventor or AutoCAD program Inversion as Vault.
07:13
So if you're going to use Vault Client 2020, you have to use Inventor and AutoCAD 2020.
07:19
Same with 2021, 2022.
07:22
And the reason for this, it will not work across.
07:26
And the reason for this is because the Vault add-ins,
07:30
the toolbar that you get at the top of the CAD program that lets you do the Vault functionality,
07:34
will only work with the same matching version.
07:37
Also, just as a quick note, if you install the CAD version first prior to the client, it will automatically add the add-in for you.
07:46
If you do, however, add the CAD client after the Autodesk Vault Client,
07:52
you'll have to go into control panel and add the add-on separately.
07:57
So now once you verify everything is functioning,
07:59
you want to create a backup so you don't have to start all over again if something happens.
08:03
Once you know you're in a good state, create your backup and then you're ready to go.
08:06
The basic installation or upgrade physical process is really quite similar to just about anything else you're going to go through.
08:13
On the installation screen, you're going to select install, you're going to accept the license agreements,
08:19
you're going to provide the serial number and tell it what kind of network license server it is.
08:24
And then, there's a configuration screen, and you're going to select Vault server.
08:30
You're going to put in the name of the SQL server and the users that you're going to use.
08:36
And then lastly, once you click Install, the process is going to perform some prechecks.
08:43
And then if everything checks out, it will continue on and finish the install.
08:48
If any of the prechecks fail, the number beside the actions is going to show you what you need to do, how many failed, and there's a link.
08:56
And most of these links, when you click on them, will actually fix whatever is going on.
08:60
But if it doesn't, it does include instructions or usually directions or guidance on how to address any of the precheck warnings or errors.
09:09
Really quickly, if you are planning on or using Secure Socket Layer (SSL) prior to your upgrade,
09:17
couple things that you just need to keep in mind: You will need to set it up again.
09:20
The way a Vault upgrade works is it actually does an uninstall and a reinstall.
09:24
So some of your configuration files may be overwritten,
09:27
and so you will want to save a copy of the configuration files that you have to edit as part of the upgrade.
09:34
If you're going to a new server, you will need to create new certificates.
09:39
If you're on the same server, you can continue using the certificates that you are already using.
09:43
And as a quick note, if you are going to 2022, you might want to check out our beta site.
09:48
There's some proposed and expected changes for configuring SSL that you can read about there until it's released.
How to buy
Privacy | Do not sell or share my personal information | Cookie preferences | Report noncompliance | Terms of use | Legal | © 2025 Autodesk Inc. All rights reserved
Sign in to start learning
Sign in for unlimited free access to all learning content.Save your progress
Take assessments
Receive personalized recommendations
May we collect and use your data?
Learn more about the Third Party Services we use and our Privacy Statement. May we collect and use your data to tailor your experience?
Explore the benefits of a customized experience by managing your privacy settings for this site or visit our Privacy Statement to learn more about your options.