• Vault Professional

Planning your Autodesk Vault migration

This course shares details of what technical considerations you should be aware of when planning your next Autodesk Vault software upgrade or server migration. During this course, you will gain an understanding of the Autodesk Vault installation process, have the opportunity to share details of your specific Vault environment, and receive tailored guidance to support your migration process. In this course, you must complete the Introduction module, one of the Migration Scenario courses, and then the Wrap-Up course. The Introduction course includes a questionnaire that will help you identify the most relevant migration scenario for you.


Course overview

This course shares details of what technical considerations you should be aware of when planning your next Autodesk Vault software upgrade or server migration. During this course, you will gain an understanding of the Autodesk Vault installation process, have the opportunity to share details of your specific Vault environment, and receive tailored guidance to support your migration process.

In this course, you must complete the Introduction module, one of the Migration Scenario modules, and then the Wrap-Up module. The Introduction module includes a questionnaire that will help you identify the most relevant migration scenario for you.

Course outline

15 min.

Introduction: Planning Your Vault Migration

This module presents an introduction to the topic and shares details of general considerations you should be aware of before completing a Vault migration.

This module presents an introduction to the topic and shares details of general considerations you should be aware of before completing a Vault migration.

Having completed the video on the next page, you will have the opportunity to answer four questions that will help us to better understand your existing Vault environment and provide guidance tailored to your specific situation.

This module takes approximately 15 minutes to complete.

Module pre-requisites

This module requires administrator-level knowledge of Autodesk Vault. If you don't have experience with this product, we recommend you take foundational training using one of the resources below:

About the author

This module was created by Traci Peurasaari, Senior Designated Support Specialist at Autodesk.

Before you start

  • If you have technical difficulties when following this module or during your Vault migration, please reach out to our customer support team.
  • To collaborate with other industry professionals taking the module, or if you have questions or feedback during the module, please visit the module Forum.


5 min.

Scenario 1: Upgrading Your Single Site Environment

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment and upgrading less than two software versions.

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment and upgrading less than two software versions.

This module takes approximately 5 minutes to complete.


5 min.

Scenario 2: Upgrading More Than Two Versions Single Site Environment

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment and upgrading more than two software versions.

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment and upgrading more than two software versions.

This module takes approximately 5 minutes to complete.


10 min.

Scenario 3: Migrating More Than Two Versions Single Site Environment

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment, upgrading more than two software versions and upgrading to new hardware as part of the migration. 

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment, upgrading more than two software versions and upgrading to new hardware as part of the migration. 

This module takes approximately 10 minutes to complete.


5 min.

Scenario 4: Migrating in a Single Site Environment

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment and upgrading to new hardware as part of the migration. 

This module provides tailored guidance on how to upgrade your Vault deployment in a single site environment and upgrading to new hardware as part of the migration. 

This module takes approximately 5 minutes to complete.


10 min.

Scenario 5: Upgrading in a Multi-Site Environment

This module provides tailored guidance on how to upgrade your Vault deployment in a multi-site Vault environment and not upgrading to Autodesk Vault 2022 or newer. 

This module provides tailored guidance on how to upgrade your Vault deployment in a multi-site Vault environment and not upgrading to Autodesk Vault 2022 or newer. 

This module takes approximately 10 minutes to complete.


10 min.

Scenario 6: Upgrading in a Multi-Site Environment – Software Version 2022 or Newer

This module provides tailored guidance on how to upgrade your Vault deployment in a multi-site Vault environment and upgrading to Autodesk Vault 2022 or newer. 

This module provides tailored guidance on how to upgrade your Vault deployment in a multi-site Vault environment and upgrading to Autodesk Vault 2022 or newer. 

This module takes approximately 10 minutes to complete.


10 min.

Scenario 7: Migrating in a Multi-Site Environment

This module provides tailored guidance on how to upgrade your Vault deployment in a multi-site environment and upgrading to new hardware as part of the migration. 

This module provides tailored guidance on how to upgrade your Vault deployment in a multi-site environment and upgrading to new hardware as part of the migration. 

This module takes approximately 10 minutes to complete.


10 min.

Scenario 8: Migrating in a Multi-Site Environment – More Than 2 Software Versions

This module provides tailored guidance on how to upgrade your Vault deployment in a multi site environment, upgrading to new hardware as part of the migration and upgrading more than 2 software versions. 

This module provides tailored guidance on how to upgrade your Vault deployment in a multi site environment, upgrading to new hardware as part of the migration and upgrading more than 2 software versions. 

This module takes approximately 10 minutes to complete.


5 min.

Wrap-Up: Your Stored Documents and Summary

This is the final module in our Planning Your Autodesk Vault Migration course. Having now completed your Vault migration training, this module will cover additional information you should be aware of and close with a summary of what has been covered. 

This is the final module in our Planning Your Autodesk Vault Migration course. Having now completed your Vault migration training, this module will cover additional information you should be aware of and close with a summary of what has been covered. 

This module takes approximately 5 minutes to complete.