Autodesk vault 软件使用说明

Backup and Restorewith 3rd Party ApplicationsContentsIntroduction (1)Backup Software Capabilities (1)Backing up a Single Autodesk® Vault Site (1)Backup Process (1)Restore Process (1)Backing up a Full Replication Publisher (2)Back Up the Service Master Key: (2)Backup Process for the Publisher (3)Backup Process for the Subscriber (3)Restore Process for the Publisher (4)Restore Process for the Subscriber (4)IntroductionThis guide demonstrates how to use a 3rd party solution to backup and restore Autodesk® Vault.Backup Software CapabilitiesThe software used for backup should have the following capabilities:• A SQL server backup agent for backing up and restoring the databases.• Ability to restore the SQL Master and MSDB databases.• Ability to verify the backed up database or file.• Ability to work within a replicated SQL server environment.• Ability to send e-mail alerts to administrators in the event of a backup failure. (This is a suggestion, not a requirement).• Ability to back up and restore the databases and file store with security settings.Backing up a Single Autodesk Vault SiteBackup ProcessFor a successful backup, the following must be backed up:1. All vault databases: KnowledgeVaultMaster, vaults and libraries.2. All vault file stores. The file store folder is found at:C:\ProgramData\Autodesk\VaultServer\Filestore on Windows 7, Windows 8,Windows 2008 Server and Windows 2012 Server.Note: Each vault could have a unique file store location. You can find the location by selecting each vault in the Vault server Con-sole.Configure your backup software to back up the databases first then backup the file store immediately afterwards. This sequence will help keep the database information consistent with the files being backed up.Optional: You may want to backup the Connectivity.ADMSConsole.exe.config and web.config files. These files store unique settings that may not be stored in the vault databases. The files can be found in the following locations:Connectivity.ADMSConsole.exe.config - <install path>\ADMS [Edition] 20XXWeb.config - <install path>\ ADMS [Edition] 20XX\Server\Web\ServicesRestore ProcessA restore should be perform on a computer with the same name as the original computer.For a successful restore, perform the following:1. Install the Autodesk Vault server software.2. Install of the hot fixes and/or services packs that were installed on the original server.3. Restore the databases.4. Restore the file stores in there original file store location.Note: The KnowledgeVaultMaster database must be restored whenever you perform a restore of a vault. It is not recommended to restore a vault database without restoring the KnowledgeVaultMaster that was backed up with it on the same date.Post Recover Steps:1. Once all databases and the file stores have been restored, start the ADMS Console to verify all databases can be seen. If anydatabases need to be migrated, a migration dialog will appear and you should migrate the database.2. With the ADMS Console closed, open a command prompt window.3. Navigate to <installdir>\Autodesk\ADMS [Edition] 20XX\ADMS Console directory.4. At the prompt type: Connectivity.ADMSConsole.exe -VUusername -VPpassword -OvalidatefilestoreThis command runs a validation on the file store and databases This will validate all of the files in the database against the files in the file store. If any files are missing, a dialog will appear with a list of missing files. This list will also be written to the ADMS server log. To see if the command is still running, open the Windows Task Manager and look for Connectivity.ADMSConsole.exe in the Processes tab.5. If any files are missing, you can look at previous recovery points and restore the necessary files.Note: If the single site is a remote file replication site only, you can use the same back up instructions above skipping the steps that involve backing up and restoring the databases. When you install the server software, install using the remote SQL option and point to the existing SQL server.Backing up a Full Replication PublisherIn a full replication configuration it is important to back up the publisher’s vault databases as well as two of the Microsoft® SQL system databases. This section explains everything needed to perform a proper backup on the Publisher server.Replication Configuration:It is recommended that you use the following configuration to make it easier to restore a replicated environment.1. An Active Directory user account should be used for all replication credentials.2. All servers participating in the replication configuration should be in the same domain or in trusted domains.3. Run the Microsoft SQL Service under a domain user account.4. Create a script to back up the SQL Service Master Key.Back Up the Service Master Key:The service master key is the root of the encryption hierarchy in SQL Server. It should be backed up and stored in a secure, off-site location. Creating this backup should be one of the first administrative actions performed on the server.BACKUP SERVICE MASTER KEY (Transact-SQL)• Exports the service master key.Transact-SQL Syntax Conventions• BACKUP SERVICE MASTER KEY TO FILE = path_to_file ENCRYPTION BY PASSWORD = passwordArguments• FILE = path_to_fileSpecifies the complete path, including file name, to the file to which the service master key will be exported. This may be a local path or a UNC path to a network location• PASSWORD = passwordIs the password used to encrypt the service master key in the backup file. This password is subject to complexity checks. For more information, see Password Policy.Remarks• The service master key should be backed up and stored in a secure, off-site location. Creating this backup should be one of the first administrative actions performed on the server.Permissions• Requires CONTROL SERVER permission on the server.ExamplesIn the following example, the service master key is backed up to a file.• BACKUP SERVICE MASTER KEY TO FILE = ‘c:\temp_backups\keys\service_master_key’ ENCRYPTION BY PASSWORD = ‘3dH85Hhk003GHk2597gheij4’;The service master key should be backed up on a regular basis. You will need to create a Windows Task scheduled on a regular basis to accomplish this.Backup Process for the PublisherFor a successful back up, the following will need to be backed up:1. All vault databases. Knowledgevaultmaster, vaults and libraries.2. The distribution database named AutodeskReplication.3. The SQL Master and MSDB databases.4. All vault file stores. The file store folder is found at:C:\ProgramData\Autodesk\VaultServer\FilestoreNote: Each vault could have a unique file store location. You can find the location by selecting each vault in the Vault server Con-sole.5. The SQL Master Key.6. The folder where the SQL replication snap shots are located.Optional: You may want to backup the Connectivity.ADMSConsole.exe.config and web.config files. These files store unique settings that may not be stored in the vault databases. The files can be found in the following locations:Connectivity.ADMSConsole.exe.config - <install path>\ADMS [Edition] 20XX\ADMS ConsoleWeb.config - <install path>\ ADMS [Edition] 20XX\Server\Web\ServicesBackup Process for the SubscriberFor a successful back up, the following will need to be backed up:1. All vault databases. Knowledgevaultmaster, vaults and libraries.2. The SQL Master and MSDB databases.3. All vault file stores. The file store folder is found at C:\ProgramData\Autodesk\VaultServer\Filestore by default.4. The SQL Master Key.Optional: You may want to backup the Connectivity.ADMSConsole.exe.config and web.config files. These files store unique settings that may not be stored in the vault databases. The files can be found in the following locations:Connectivity.ADMSConsole.exe.config - <install path>\ADMS [Edition] 20XX\ADMS ConsoleWeb.config - <install path>\ ADMS [Edition] 20XX\Server\Web\ServicesNote: Each site should backup there file store folders regularly. This is very important if you are not replicating the entire file store to a single backup location.applied to the original computer.1. Restore the SQL MSDB and Master databases.2. Restore the AutodeskReplication, KnowledgeVaultMaster and each vault and library database.3. Restore the file stores in there original file store location.Note: The KnowledgeVaultMaster database must be restored whenever you perform a restore of a vault. It is not recommended to restore a vault database without restoring the KnowledgeVaultMaster that was backed up with it on the same date.4. Create the shared folder for the SQL replication snapshots. Apply all user security on the folder and share it.5. Restore the files and sub-folders for the SQL replication snapshots folder.Post Recover Steps:1. Once all databases and the file stores have been restored, start the ADMS Console to verify all databases can be seen. If anydatabases need to be migrated, a migration dialog will appear and you should migrate the database.2. With the ADMS Console closed, open a command prompt window.3. Navigate to <installdir>\Autodesk\ADMS 20XX\ADMS Console directory.4. At the prompt type: Connectivity.ADMSConsole.exe -VUusername -VPpassword -OvalidatefilestoreThis command runs a validation on the file store and databases. This will validate all of the files recorded in the database against the files in the file store. If any files are missing, a dialog will appear with a list of missing files. This list will also be written to in the server’s console log. To see if the command is still running, open the Windows Task Manager and look for Connectivity.ADMS-Console.exe in the Processes tab.5. If any files are missing, you can look at previous backup and restore the necessary files.applied to the original computer.1. Restore the SQL MSDB and Master databases.2. Restore the KnowledgeVaultMaster and each vault and library database.3. Restore the file stores in there original file store location.Note: The KnowledgeVaultMaster database must be restored whenever you perform a restore of a vault. It is not recommended to restore a vault database without restoring the KnowledgeVaultMaster that was backed up with it on the same date.Post Recover Steps:1. Once all databases and the file stores have been restored, start the ADMS Console to verify all databases can be seen. If anydatabases need to be migrated, a migration dialog will appear and you should migrate the database.2. With the ADMS Console closed, open a command prompt window.3. Navigate to <installdir>\Autodesk\ADMS 20XX\ADMS Console directory.4. At the prompt type: Connectivity.ADMSConsole.exe -VUusername -VPpassword -OvalidatefilestoreThis command runs a validation on the file store and databases. This will validate all of the files recorded in the database against the files in the file store. If any files are missing, a dialog will appear with a list of missing files. This list will also be written to in the server’s console log. To see if the command is still running, open the Windows Task Manager and look for Connectivity.ADMS-Console.exe in the Processes tab.5. If any files are missing, you can look at previous backup and restore the necessary files.Important Things to Know:It is very important to restore within the default 14 day retention period. If you are restoring a subscriber, the backup used for the restore process must not be older than 14 days. If you do not have a backup within the 14 day retention period, you must delete the subscriber’s workgroup in the ADMS Console on the publisher and recreate it. If you are restoring the publisher, the backup used for the restore process must not be older than 14 days from the last synchronization date of all subscribers.Autodesk and Autodesk Vault are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. Microsoft is 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. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2014 Autodesk, Inc. All rights reserved.。

Autodesk®VaultSQL Cluster Configuration for Autodesk Vault ServerContents Introduction (3)Purpose (3)Example (3)Configuring SQL Failover Cluster Instances (4)Add a SQL Server Node (12)Installing Autodesk Vault (16)Verify Failover Failover (17)IntroductionThis document is a guideline on how to configure Microsoft SQL Server as a cluster to work with Autodesk Vault server. This document does not cover best practices for SQL Server or the cluster configuration. Autodesk recommends consulting with Microsoft’s documentation for configuration and best practice details.PurposeAutodesk Vault functions in a SQL failover cluster configuration in which it is unaware of the cluster and does not requirereconfiguration of Vault if and when a failover occurs. This is known as the AlwaysOn Failover Cluster Instances (FCI). Moreinformation about this configuration can be found at AlwaysOn Failover Cluster Instances . Before configuring this feature, Windows Server must be configured for Windows Server Failover Clustering (WSFC). This document does not cover this configuration; please refer to Microsoft’s documentation.ExampleThis document illustrates the following configuration.Domain Controller SQL Server(SQL1)SQLVault Server dk SQL Server(SQL2)SQLCluster StorageConfiguring SQL Failover Cluster InstancesOnce the Windows is configured as a Windows failover cluster for SQL, it is time to install the Microsoft SQL Server software.1. Insert the SQL Server installation media in the first SQL Server (SQL1), and from the root folder, double-click Setup.exe.2. The Installation Wizard starts the SQL Server Installation Center. To create a new cluster installation of SQL Server, click NewSQL Server failover cluster installation on the installation page.3. The System Configuration Checker runs a discovery operation on your computer. To continue, Click OK.4. To continue, click Next.5. On the Setup Support Files page, click Install to install the Setup support files.6. The System Configuration Checker verifies the system state of your computer before Setup continues. After the check iscomplete, click Next to continue.7. On the Product key page, indicate whether you are installing a free edition of SQL Server, or whether you have a PID key for aproduction version of the product.8. On the License Terms page, read the license agreement, and then select the checkbox to accept the license terms andconditions. Click Next to continue.9. On the Feature Selection page, select the following components for the installation. Click Next to continue.10. On the Instance Configuration page, type a name in the SQL Server Network Name field. This name is used to identify theSQL Server failover cluster. Select the Named Instance and type AutodeskVault in the Named Instance field. Click Next.11. Use the Cluster Resource Group page to specify the cluster resource group name where SQL Server virtual server resourceswill be located. Click Next to continue.12. On the Cluster Disk Selection page, select the shared cluster disk resource for your SQL Server failover cluster. The clusterdisk is where the SQL Server data will be located. More than one disk can be specified.Click Next to continue.13. On the Cluster Network Configuration page, specify the network resources for your failover cluster instance:Network Settings — Specify the IP type and IP address for your failover cluster instance.Click Next to continue.14. On the Server Configuration — Service Accounts page, specify login accounts for SQL Server services. If more informationon configuring service accounts - see Server Configuration - Service Accounts. Click Next to continue.15. On the Database Engine Configuration page on the Server Configuration tab, select Mixed Mode and type the password thatwill be used for the system administrator (SA) account.16. On the Data Directories tab, specify the location of the database files. Click Next to continue.17. Continue through the remaining pages to complete the installation.Add a SQL Server Node1. Insert the SQL Server installation media in the first SQL Server (SQL1), and from the root folder, double-click Setup.exe.2. On the Cluster Node Configuration page, select the Cluster Network to join. Click Next to continue.3. On the Cluster Network Configuration page, specify the network resources for your failover cluster instance:Network Settings — Specify the IP type and IP address for your failover cluster instance.Click Next to continue.4. On the Server Configuration — Service Accounts page, specify login accounts for SQL Server services. If more informationon configuring service accounts - see Server Configuration - Service Accounts. Click Next to continue.5. Continue to click Next to complete the installation.Installing Autodesk Vault1. On a separate server on the network, insert the Vault Server and run the Setup.exe.2. On the Server Configuration page, configure the installation for a remote SQL server and enter the SQL Server Network Nameof the Cluster.3. When using a remote SQL instance, a shared network folder is required as a transition area between the SQL instance andthe Autodesk Data Management Server. The shared network folder can be located on the same computer as the SQLinstance or a different computer and must be accessible by both the data management server and SQL. The spacerequirement for the shared folder is equal to the total of all database files. Choose a location with sufficient space andperformance. Enter the UNC path to the shared network folder or click Browse to locate the shared folder on the network.Note: Both the user account under which the Autodesk Vault Server is running as well as the user account under which the SQL instance is operating need read/write access to the shared network folder.4. Complete the installation and start the Vault Server console to create a vault.Verify Failover1. Launch the Failover Cluster Manager and select the Roles node.2. Right-click on the Roles node and click Move -> Select Node…3. Select the SQL2 server or second node and wait for the failover to complete.4. Launch the Vault Server console and verify that Vault is still functioning correctly.Autodesk [and other products] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2016 Autodesk, Inc. All rights reserved.。

Vault Data Standard – TutorialIntroduction and Read MeAbout Autodesk Vault Data StandardVault Data Standard is a data control feature helping users capturing design relevant information in a standardized format during the data entry process in Vault Client, Inventor, and AutoCAD.For Vault Explorer Data Standard extension adds new commands to create files or folders, and additional tabs to the detail view. All user interface elements are customiz able to match your company’s requirements for standardization.The AutoCAD and Inventor extensions of Vault Data Standard subscribe to the save event and display a customizable Save New File dialog. Both CAD extensions add additional commands to edit file metadata and to create file copies based on customizable rules.We use the acronym VDS to shorten the full name V ault D ata S tandard in all episodes of this tutorial collection. About this TutorialThis course targets Vault key users and Vault Administrators getting started with Data Standard customization. VDS offers several options to customize the behavior by enabling options in Vault Behavior Configuration, e.g., Vault Numbering for Projects. Other customizations require editing of VDS configuration files, like Dialog definitions or PowerShell scripts reflecting the business rules and user guidance handling file’s metadata.Advanced customizations, like dialog extensions by additional user controls or tabs, require more skills in creating Dialogs (Windows Presentation Foundation) and in writing PowerShell scripts using direct Vault API (Application Programming Interface) calls. This Tutorial does not cover any advanced topics. However, the transition from Chapters 10 onwards to more in-depth scripting relates to each student’s ambitions and interest in learning programming concepts.VDS Tutorial - System Requirements•Autodesk Vault Workgroup or Professional 2020.2 or newer, Client and Server in the English language. For non-English Server environments note the additional step preparing the tutorial environment in chapter 1 •VDS Installation 2020.2 or newer, Default Configuration, en-US. Follow these steps to install the extension: Install Vault Data Standard•XML Editor. We recommend using an XML Editor rather than a text editor to edit the VDS configuration files following the Tutorial’s exercises. Select any XML Editor of your preference. This tutorialdocumentation used the Microsoft Visual Studio Code Editor.•PowerShell Editor. Windows 10 operating system includes a PowerShell ISE to edit and format PowerShell script files. Other editors like Visual Studio Code with PowerShell Extension are suitable as well.Setup your Environment1.SoftwareInstructor and Students – Client Machine:-AutoCAD or AutoCAD Mechanical, release 2020 or newer-Inventor Professional, release 2020 or newer-Vault Workgroup or Vault Professional, release and update 2020.2 or newerAll client’s installa tions are in English; Chapter 08 requires an additional Language Packs installed for each client; the documentation uses German language packs for all clients in this chapter.Instructor and Students need to have access to a Vault Server:-Autodesk Vault Server Workgroup or Professional, release 2020 or newer, English2.New Vault –VDS TutorialOn ADMS create a new Vault of the name VDS Tutorial while using the Manufacturing Configuration as shown below:This Tutorial requires an English Vault configuration. In case your ADMS server is localized (the pulldown list displays localized configuration names), navigate to the subfolder en-US to select the English configurationtemplate:3.Training FilesDownload, extract, and import all training files required to follow the practical exercises of this Tutorial.The download is available in the attachment section of the AKN Articlehttps:///community/article/3021211.Create the folder C:\VDS Tutorial\2.Open the Zip-Archive and extract each subfolder as follows:a.Extract all subfolders and files of ..\Vault Files\ to C:\VDS Tutorial\:b.Extract all subfolders, files, and Zip-Archives of ..\VDS Configuration Files\ to a location of yourchoice – but use a different location than C:\VDS Tutorial\.3.Allow adding CAD files to Vault Explorer for the Vault VDS Tutorial (The training files include templatefiles for Inventor and AutoCAD):4.Drag & Drop the extracted Training files to the root folder:5.Re-enable the option Disable Check-in of Design Files:6.Set Working Folder Options as shown below:7.To better compare screenshots of the documentation with your environment, we recommend enablingthe client option (Tools -> Options) Show working folder location:4.Configure AutoCAD/AutoCAD MechanicalStudents will create new drawings during exercises consuming the templates added before; configure AutoCAD Template Options to use these:For AutoCAD:For AutoCAD Mechanical:You may also use the AutoCAD templates in AutoCAD Mechanical; the title block definition is different. AutoCAD templates use MText fields mapped to file properties, whereas Mechanical drawings apply title blocks with block attributes. Chapter 04 – Save New and Edit Files in AutoCAD talks you through the decision criteria more in detail.5.Configure InventorInventor by opening the project file Designs.ipj from Vault while refusing the check-out option:With the project file enabled, Inventor is all set to follow the exercises for Inventor starting in Chapter 05.6.Configuration Files – Setup EditorWe recommend using the same Editor as shown in Videos and Exercise images for editing xml, ps1, xaml, and text files.Download and install Visual Code from https:///. After installation, add the PowerShell extension within the Editor:First Insights on Data Standard Configuration FilesGet a sneak peek on the VDS client configuration files. The configuration for all VDS client applications Vault Explorer, Inventor Vault, and AutoCAD Vault install into all users’ Program Data files. The path relates to the Vault version installed; the tutorial documentation uses Vault 2020, for later versions update the version number in the path, respectively.C:\ProgramData\Autodesk\Vault 2020\Extensions\DataStandardAccess all folders and files using VS Code Editor:Instead of editing the default configuration files in the Autodesk VDS default folders, you should copy the file before to the *.Custom folder structure and edit there. Data Standard extensions read all available configuration files during the start-up of the application and will prefer custom files as they exist.Note – Multi-language support definitions are stored in the subfolders named according to the locale/language code. Autodesk default and customized configuration use these in common. Your company configuration backup needs to include all language definitions and client language packs applied plus the *.Custom\*.* configuration files as a minimum.See also Help: Data Standard Configuration。

vault的基本使用方法Vault是一个用于安全地存储和访问敏感数据的开源工具，旨在为应用程序和基础设施提供一种统一的方式来管理访问凭据和机密信息。

以下是关于Vault基本使用方法的详细说明。

一、安装Vault二、初始化Vault初始化Vault是开始使用它的第一步。

运行以下命令以初始化Vault：```$ vault operator init```该命令将生成一个包含五个初始解密密钥的初始化密钥集。

保存好这些密钥是非常重要的，因为它们将在以后的步骤中用于解密Vault的主密钥。

同时，Vault还生成并显示一个根令牌。

根令牌是最高权限的令牌，因此需要妥善保管以防止未经授权的访问。

三、解封VaultVault在初始化后处于封锁状态，需要进行解封才能正常使用。

运行以下命令以解封Vault：```$ vault operator unseal```根据初始化密钥集中的其中三个解密密钥来解封Vault。

Vault保持解封状态的时间是有限的，当过了一定时间后，Vault将会自动重新封锁。

因此，您还需要定期运行解封命令来保持Vault的可用状态。

四、登录并创建访问令牌使用根令牌登录Vault，然后创建一个用于访问Vault资源的令牌。

运行以下命令以登录Vault：```$ vault login <root_token>```其中，<root_token>是Vault初始化时生成的根令牌。

登录成功后，您将获得一个临时令牌，该令牌在一定的时间后会自动过期。

运行以下命令以创建一个访问令牌：```$ vault token create```创建成功后，您将获得一个新的令牌，该令牌将用于访问Vault的资源。

五、创建和读取机密Vault的一个主要功能是存储和管理敏感数据，例如API密钥、数据库凭据等。

您可以使用Vault的KV（键值）存储引擎来创建和读取机密。

首先，需要启用一个KV存储引擎：```$ vault secrets enable -path=kv kv```然后，可以使用以下命令将机密存储到Vault中：```$ vault kv put kv/my-secret username="admin"password="secretpassword"```在上述命令中，kv/my-secret是存储机密的路径，username和password是要存储的键值对。

MFG219615 –Autodesk Vault Configuration Part 1 Chris BennerCAD Supervisor –Powell Fabrication & Manufacturing, LLC Mark LancasterProduct Support Specialist–Synergis Engineering Design SolutionsClass DescriptionNow that you have purchased one of the Vault products, you need to get the environment set up for you and your users. This class will look at what to do once the Vault Server has been installed. We will discuss topics such as creating users and groups, setting up permissions and security, establishing projects and working folders, and getting your CAD content into the Vault itself.Key Learning Objectives•Learn how to create users and groups within Vault•Learn how to establish user and folder permissions to protect your data •Learn how to set up projects and establish working folders•Learn how to move locally stored CAD data to the VaultAbout Me: Chris Benner▪CAD Supervisor @ Powell Fabrication & Manufacturing, LLC. St. Louis, MI USA▪20 Plus years CAD experience, 10 years with Inventor▪Autodesk Expert Elite▪Dad, husband. Fan of American football, music, craft beer, good scotch and an occasional cigar, semi professional photographer.Home:About Powell Fabrication & Manufacturing, LLC▪Board drafting –Yes I’m old▪20+ yr MFG/CAD world▪15+ yr 3D CAD▪CAD/Doc Mgmt Admin About Me: Mark Lancaster▪Autodesk Partner/Synergis EDS ▪Quakertown PA ▪MFG/Vault Products▪Installation▪Licensing/Subscription Support▪Autodesk▪Expert Elite▪Certified Inventor Professional▪I&L and Inventor Forum▪Lean MFGCongratulations!Now That I Have Vault,… WhatDo I Do With It?•We Are Assuming It Has Been Installed•Our Presentation Centers on Vault Professional•We Will Start with Roles & Permissions, Users & Groups •Time is Short for this material so, if time permits we will then: o Run Through the Config Options –Sooo Many Optionso Talk About Adding Data to the VaultVault Settings & ConfigurationLaying the foundation for your Vault AKA: Roles, Users, Groups, and PermissionsA poor (Vault) foundation may perhaps lead to this over time.RolesWhat are Roles?•Assigned –Vault user or group of users •Pre-defined•Function ability•Lowest form of security•Useful →Vault Basic•Mandatory/Entry pointPre-defined RolesVault AdministratorPre-defined RoleDocument Editor (level 2)Pre-defined RolePermitted Functionswithin VaultOverlapping AbilitiesDocument Editor (Level 1)Defined functionsDocument Editor (Level 2)Level 1 + highlighted functionsUser assigned both roles?Lowest role is winnerHighlighted functions no longer permittedAdditional Info•Global vault setting•Vault level•Vault Pro 2018 –New vault admin roles •Vault Pro 2019 –Custom role •SpreadsheetRoles & PermissionsVault Workgroup/Pro only•Role Based Permissionso1st level permissions•ACL and State Permissionso2nd/3rd level permissions•Balancing point•Why it’s importantRoles & PermissionsVault Workgroup/Pro only•User/Administrator roleo Access to all vault functions•ACL Permissions appliedo Per vaulted fileo Deny modify/delete access I’m the VaultAdmin I can do anything I like within VaultWell I’m the Engineering Manager and I don’t want you to modify or delete our Area 51 CAD filesVault User Accounts/User ManagementVault Users Accounts•Entry point•Static Vault Accounto Vault Admin & Guest provided •Active Directory Domain Accounto Vault Pro Only•Global Setting•Special Accounts As a group we’re so happy & excited about our Vault andhow it’sconfiguredVault Administrator -Static•Administrator →Account name•Blank password →Change it •Disable?•Designate 2 Vault Admins•Separate user/admin account•IT Group/Train•DON’T LOCK OUT ADMINGuest -Static•Guest →Account name •Blank password•Disabled•Not a fanWARNINGBefore jumping in and creating any Vault Accounts and Groups make sure you have a plan in how this will be accomplished. Once a Vault Account or Group is created it is unableto be removed.Modifying, disabling or promoting/demoting isonly permittedStatic Account -Creation•ADMS Console/Vault Client•Vault Administrator•Mandatory Field•Need Role/Vault Access•Enable/Disable•Vault Admin/User managedStatic Account -Creation•Active Directory Account•Credentials/Windows Log in•Account Update•Managed →Active DirectoryActive Directory Domain Account Vault Professional Only•Vault Admin/Importso ADMS/Vault Cliento Involve IT support•Exist? Link?•Define →Vault AdministratorActive Directory Domain Account Vault Professional OnlyStatic vs Active Directory Domain Account Vault Professional Only Active Directory Domain Account (imported)Domain Server Name Domain Account Name Static Vault AccountVault Groups/Group ManagementVault Groups•An Extension for Users •Optional•Useful/Same Configuration •Static Group•Active Directory Domaino Vault Pro Only•Global Setting (YES/NO)Vault Group -Creation •ADMS Console/Vault Client•Vault Administrator•Group to Group assignment•Vault Admin managedVault Group -CreationActive DirectoryDomain Group•Active Directory Group –IT/Network/Permissions •Import →Vault Admin•Defined (in Vault) →Vault Admin•Managed →IT/Network•Exist? Link?•Auto-Create Account•Manual update•Not a fanMixing Roles, User’s, Groups & AccessVDB1VDB2Vault ServerRolesGroup AVault User Group B Group CVault Permissions (Vault Workgroup/Pro)Permissions –Why its ImportantVault User Doc EditorLVL 2Access to delete files across Vault ConditionalVAULT BASIC ONLY Conditional delete means there’s no relationship exist atthis timePermissions –Why its ImportantVault User Doc EditorLVL 2Access to delete files across Vault ConditionalVAULT WORKGROUP/PROPermissions –3 LevelsLifecycle State PermissionHighest Level of PermissionAccess Control List (ACL) PermissionObject Based SecuritySecondary Level of PermissionRole or Role Based PermissionLowest Form of PermissionPermissions –Role BasedProvide access (light switch) to perform certainfunctions within VaultPermissions –ACLVAULT WORKGROUP/PROControl access that’s granted by the assigned vault rolePermissions –Lifecycle StatePer Lifecycle State, Restrict access that’s granted by the Role/ACLPermissionWIP In ReviewVAULT WORKGROUP/PROPermissions –Access Control List (Vault Workgroup/Pro)ACL PermissionsVAULT WORKGROUP/PRO •Per Vault•Vault Administratoro Security Administrator (2018)•RMC Folder/File/Details/Security •READ/MODIFY/DELETE •Allow: Grant access•Deny: Deny access•Blank/None: Nether Grant/DenyACL PermissionsVAULT WORKGROUP/PRO •Start @ Vault Root •Propagate permissions•Don’t forget Admino Cloaking to resolve •Override if neededo Lower structureo@ file level•Don’t swing for the fences •Remove later onLowest Permission WinsUser is assigned Doc Editor LVL 1Role doesn’tallow files tobe deletedACL Permissiongranted todelete filesRolelimitationstill winsACL PermissionVault PermissionsPermissions –Effective AccessVAULT WORKGROUP/PRO•Vault 2016/2017 Release •Folder or File Level•What’s really happening •Obj Based, State, Effective •One time checkACL Permission –Effective Access。

Increase your BIM workflow productivity and quality using Vault custom applicationsDarius ŠimkūnasBIM & Application strategist –collaboration platformsMagnus SvenssonBIM & Application strategist –Autodesk CivilAbout the speakerDarius SimkunasDarius Šimkūnas is the BIM & Application strategist at Tyréns AB. He focuses on collaboration platforms and Autodesk Civil products. Darius has over 15 years of experience with Autodesk, Inc. products, consulting and training employees. He was an Autodesk University speaker in 2013, 2014, 2015 and 2016. He has been working with AutoCAD Civil 3D software since 2005 and has a portfolio of functionalities for specific regional and company needs. He is an AutoCAD Civil 3D Certified Professional, has been a member of the Autodesk Developer Network (ADN) since 2008, and he has been working on infrastructure projects using new technology and methodology. Since 2012 Darius has been responsible for implementation of Vault software. As a project manager, he directly participates in the stages of implementation, resolution of strategic and technical issues, and product functionality enhancement according to the company's needs.About the speakerMagnus SvenssonMagnus Svensson is BIM and application strategist with focus on Autodesk civil products. He has been working on the development of functionalities and working methods in AutoCAD Civil 3D and Infraworks, holding educations and acting as BIM and application strategist and advisor in large infrastructure projects. Magnus is engaged in Swedish and international network for developing Civil 3D and Infraworks. He has special skills in parametric sections for corridor design in Civil 3D and 25 years of experience from different areas of civil design and IT management in large organizations.Agenda•About Tyréns•Introduction to a future standard of a Vault project•VDC/ICE/BIM workflow optimization –real project example •Sharing Vault outside the company network•Expanding Vault possibilities with API•Integrating Vault with other systems, ensuring project quality •Automating processes using Job servers•Automate automated processes using schedulers •QuestionsGeneral information on Tyréns Founded in 1940.One of Sweden's leading multi-disciplinary consultanciesSpecialists in urban planning and infrastructure2,700employees across Sweden, Denmark, the UK, Lithuania and Estonia Offering custom solutions for sustainable developmentPart of the international network SEEN with 6,000 expertsMost frequently used design software:•Autodesk AutoCAD, Civil 3D, MEP•Autodesk Revit•Autodesk Navisworks•Tekla•Bentley Microstation,Power Civil / Rail Track, PW•Bentley Navigator•Esri ArcGIS•Autodesk Vault Pro•…How Tyréns AB optimizes VDC/ICE/BIM processes with Vault API and integrations with other applications –a real project example!Bypass Södertörn•Vault use since early-2016•Stage–preliminary design•New road length –20 km (12.5 miles)•3+3 lanes highway• 3 main tunnels, length –over 5 km (3 miles)•Up to 100 new bridges and overpasses•About 25different disciplines involved in the project•About 400engineers from different disciplines working on the project •About 15different subcontractors using Vault live from Sweden and abroad •Customers use Vault for documents and model review.•…Bypass Södertörn statistic in Vault•~17,000 files.•~120 GB, latest versions only.•~4,000 DWG files including 2,500models.•~4,000Civil Data references includingover 2,000shared surfaces•VDC/ICE working process •ICE meetings and coordination models update once a week•Model base delivery with drawings •Classification system demands•Full team/project transparency for the client:o access to the live modelo time reportso progress stageo meeting notes, etc.•The client is part of the team with a special role.Project demandsOnce a week!Once a week!Improving BIM workflow. How to make a BIM model live?What we need to get a live BIM model? Data/Modelmanagement•Single source of data24/7Cross-discipline collaboration •Effective collaboration between disciplinesClassification system •Clear and easy to use automated controlProcess automation •Automate processes, avoid errors, ensure data relevancyCODESData management –the entire project in a single place*BIM model location –VaultBIM model*ProjectOffice 1Office 2Office 3CustomerDMZPartnersDMZSharing data with external partners and the client•ADMS server on DMZ allows sharing Vault using the https protocol for external users in a secure way•External partners work with Vault the same way as internal users•We are using Vault to share templates, configurations files, etc.•The Client can access the live model 24/7.Coordination model –Navis worksSource of informationCoordinationmodelLink to live modelAutoCovertManualCovertCoordination model is not the final result, but a live source of information to make decisions and progress•Main source of information for liveCivil 3D surfaces, alignments,corridors, pipe networks.•CAD 3D objects•CAD 2D objectsWhat we need to have a live BIM model?Datamanagement •Single source of data24/7Cross-discipline collaboration •Effective collaboration between disciplinesClassification system •Clear and easy to use automated controlProcess automation •Automate processes, avoid errors, ensure data relevancyCODESCross-discipline collaboration –Level 1 RoadsBridges Pipes Landscapes TunnelsCivil 3Dmodel filesEmpty file withSurface DrefsEmpty file withCorridor Drefs Surface DREFAlignment DREFPipe network DREFCorridor DREFBIM workflowExisting GroundsurfaceRock surfacePipe networkRoad AlignmentProfileRoad Corridor,Top, BottomsurfacesBridge Corridor,Top, Bottom surfacesRoad Corridors DREF’s fileBridge Corridors DREF’s file Road Surfaces DREF’s fileBridge SurfacesDREF’s fileCoordination modelDrawings, PDFDREFDREF DREFDREFDREFDREFDREFDREFDREF DREFDREFExport DataLive linkMain alignment file is used in 4,747files/objectsExisting Ground or Rock surface input dataLaser scanMeasuredinformationDrill, scaninformationAutomatic Civil 3Dsurface creationCivil 3D Surface Live Model collaborationCivil 3D modelsOthersoftwareprovidermodels2D CAD objects(lines, polylines)3D CAD objects(3D polylines,Mesh, solids,surfaces)XML, IFCAutomatic Civil3D models exportWhat we need to have a live BIM model?Datamanagement •Single source of data24/7Cross-discipline collaboration •Effective collaboration between disciplinesClassification system •Clear and easy to use automated controlProcess automation •Automate processes, avoid errors, ensure data relevancyCODESClassification system –CodesSQL database API engines allow integrations from different softwareAPIInput information fromdifferent sources (.csv)Classification system and ICE meetingsK-32CD--EZN1--14G-01How to explain what it is to everybody in the meeting room?Classification system and TyrEngineTyrEngine is a unique platform forvisualizing sustainable spatialplanning. By combining advancedgraphics techniques from theworld of gaming, a 3Denvironment is produced thatdemonstrates the results andimpacts of projects in spatialplanning, property and industrialdevelopments.What we need to have a live BIM model?Datamanagement •Single source of data24/7Cross-discipline collaboration •Effective collaboration between disciplinesClassification system •Clear and easy to use, automated controlProcess automation •Automate processes, avoid errors, ensure data relevancyCODESExpand Vault possibilities with APIVault API possibilities1. Vault client functionality •Additional functionalities of Vault client (properties tab, copy attribute values, etc.)2. Event handler •Automatically run functionalities on specific events(Check in, Move, delete, etc.)3.Vault + Civil3D,Excel, etc.•Vault initiates third applications and runs commands4. Job server•Run user initiated functions on a Job server(publish to PDF, Export C3D file to AutoCAD, etc.)5. Scheduledjobs •Scheduler runs jobs automatically without user inputVault client functionality•Smart properties tabo File name was encoded inCodes and values checkedo Using a special option valueswill be updated by CodesstandardVault client functionality•Update multiple file propertieso You can select one file as a baseand copy values to other fileso If the file name conforms to theClassification system standards,encoded attribute values will beupdated by CodesVault client functionality•Deleting multiple folderso You can delete more than onefolder at onceo Important! Do not give regularusers access to this function.Administrators only!o Ask for approval to deletedisplayed folders.Vault client functionality•Visual life cycle•Special thanks to DOUG REDMOND•Code example can befound athttp://justonesandzeros•New file from a templateo Select a template stored in theVaulto Create a file name by selectingvalues from the list (values from Codes database)o Attributes will by filled inautomatically•Safe deletion of files/folderso Regular users do not have the right todelete fileso Using a dedicated command files arerenamed to _delete by an admin usero If the file is used, an error messageinformation will be displayed.o_delete files are downloaded and backed up before automatically deleted fromVault.•Copying files with attribute values (taking values from a source file or a destination folder)•Getting user information about who is using your file even if you do not have access to that file •Write an e-mail directly•Creating users in Vault even you are not an administratoro Select an internal user or create an external oneo Select groups to addo Select projects to addo No possibilities to add to Admin groups and other restrictionsVault API possibilities1. Vault client functionality •Additional functions to Vault client (properties tab, copy attribute values, etc.)2. Event handler •Automatically run functions on specific event (Check in, Move, delete, etc.)3.Vault + Civil3D,Excel, etc.•Vault initiates third applications and runs commands.4. Job server•Run user initiated functions on a Job server(publish to PDF, Export C3D file to AutoCAD, etc.)5. Scheduledjobs •Scheduler runs jobs automatically without user input.•Folder creation controlo Fixed/controlled folderstructureo Regular users can createfolders only in _Tempo Illegal actions will beforbidden•Adding new fileso Set a parent folder category toa file automaticallyo Copy parent folder propertyvalues to a file automatically Folder category Properties values•Checking-in fileso Inform users that CAD filesmust be checked-in with CAD application integration.o Store illegal check-ins indatabase for administratoranalysis•There is a list of events to catch•What you need to Automate?Process automatization -Vault API1. Vault client functionality •Additional functions to Vault client (properties tab, copy attribute values, etc.)2. Event handler •Automatically run functions on specific event (Check in, Move, delete, etc.)3.Vault + Civil3D,Excel, etc.•Vault initiates third applications and runs commands.4. Job server•Run user initiated functions on a Job server(publish to PDF, Export C3D file to AutoCAD, etc.)5. Scheduledjobs •Scheduler runs jobs automatically without user input.Download thefile with all dependencies to local cache Open the filewithapplicationRuncommandAdd/update thefile in the Vault1.Make sure you can run your commands without any user input2.If the function does not exist or needs user input, write it using the software’s API3.Run function manually first4.Run function in the Vault workflow•Publish dwg to nwc.1.Download files withdependencies to C drive2.Check out nwc files3.Open files with AutoCADAccoreconsole4.Run NWCOUT5.Check in nwc files•Create Civil 3D surfaces from 3D faces •Surveyors create surface in other applications and export 3D faces.•One region can have about 500,000 3D faces. If you try to select all those 3D faces in Civil 3D it can take a very long time of crash software.•This custom application adds 3D faces in portions (100,000) using Accoreconsole and a Job server.•It takes a couple of minutes.Vault integrations with other applicationsCreate Civil 3D surface from 3D faces (514828)Create surface On Job server -7 minutes Create surface On Job server -50 minutes•Publishing Civil 3D to AutoCAD•Publishing DWG to PDF •Cleaning DWG files (Audit, Purge, Purge reg. apps., detach not found Xrefs)•Other functions depending of project needs Run Accoreconsole from Vault APIRun script -Load .dll and run command Write command with Civil 3D APIAutomated process Manual processVault integrations with other applications•Publishing nwf to nwd1.Download nwf with all dependencies to alocal drive2.Open the nwf file with Navis works3.Save the file as nwd4.Add/Check in the file to Vault nwfnwd。

Autodesk vault 软件为提高BIM深化设计室设计文件管理效率，故引入autodesk vault管理软件。

该软件能够通过集中地存储所有工程设计数据和相关文档，节省整理文件所需的时间，避免成本高昂的错误，更加高效地发布和修改设计。

Autodesk Vault 包含丰富的功能，其主要功能可以用以下简图表示：二、软件使用1、vault 版本Autodesk Vault 有四种版本，每个版本均已扩展以符合您的特定业务需求。

1.1 Autodesk Vault Basic ：Vault Basic 在一个中心位置安全地存储和管理数据，可帮助团队快速创建、共享和重用数字原型设计信息。

用户可以对Vault 中的文件执行基本的版本控制操作，并可以快速打包文件以便共享。

1.2 Autodesk Vault Workgroup :Vault Workgroup 通过在一个中心位置安全地组织、管理和跟踪数据，从而帮助团队创建和共享设计及工程信息。

这种易管理性可以启用工作组对数据访问和安全性的控制，并能简化各种准则下基于团队的设计。

用户通过Vault Workgroup 可以快速管理其设计以及实时跟踪所做的更改，因此他们无需付出额外的劳动就提高了生产率。

此外，Vault Workgroup 可直接在设计应用程序中实现生命周期和版本控制过程，这样不仅可以缩短周期时间，还能提高工程数据的质量。

1.3 Autodesk Vault Collaboration :Vault Collaboration 不仅具备了Autodesk Vault Workgroup 的所有功能，还新增了高级工具集，为管理员提供了管理大型工作组时所需的可扩展性。

用户可以使用包含的Web Client 与下游数据客户共享工程设计数据，并通过发布到Microsoft® SharePoint® 可扩展多个站点功能（使公司能够在分布式工作组之间同步设计数据）向扩大后的企业显示设计相关的信息，使数字模型的可抵达范围扩展到整个项目团队。