Migrating in a Single Site Environment

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As mentioned in the introduction, Autodesk always recommends that you test your upgrade prior to go-live.

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If you already have a test server, you can do a backup from production and restore it to the test server,

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and then upgrade the test server, 2 versions at a time, to the final version.

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If you need to create a separate test server, and/or if you wish to have it after the upgrade,

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or you can use the server that you are migrating to for test purposes.

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So in this case, you're going to a new server.

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You're going to test it on the new server.

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It's all ready.

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You can then use that for testing, and then redo the backup and restore when you're ready to go live on the new server,

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as opposed to starting all over again.

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Once your servers are built, you're all ready to document and keep track of the steps that it takes to get this done.

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On go-live day, verify that your SQL and Windows version installed on the new server will support the version of Vault that you're going to.

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And then ensure that the server meets the minimum hardware and software requirements.

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You will need the impersonation account and the SA account.

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And if your organization doesn't use the SA account,

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you will need an account that does have sysadmin rights in SQL Server and the password.

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Make sure you've downloaded both the software and the patches,

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and then that you know your serial number, product key, network license server name, the mode.

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From there, you're going to build the new server using the correct version of SQL and Windows.

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If your SQL and ADMS console are going to be on separate servers,

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you will need some additional information that you might want to gather from production,

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such as the shared folder and the permissions on the shared folder.

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The resources PDF includes some information and instructions on installing SQL Server for Autodesk Vault and preconfiguring IIS.

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If your SQL Server is not already installed, the installation of Vault will install SQL Express,

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so you want to make sure that you have a SQL Server setup somewhere.

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In this case, if a rollback is required, it is quite simple.

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You are able to use the existing server because you've gone to a new server,

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and the old server will be in place and nothing will have changed.

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So should it not function, you can continue using the old server.

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You would do the same thing for test.

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You can continue using the old server.

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You can go through this process as many times as you like.

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And you would just restore the backup again each time you want to test.

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So you're moving to a new server.

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The first thing you're going to want to do is choose your upgrade window.

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And if you're working with an Autodesk representative, let them know when you are planning this.

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You're going to build your new servers, install Vault, and apply all Hotfixes.

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Then you want to make sure that the users are logged out of the current production Vault.

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And I would suggest doing an IISRESET from the command line to make sure that nothing is connected.

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You're going to backup your current Vault. And then you are going to start the ADMS Console on the new Vault.

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It's going to ask you if you want to create a new master database.

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Choose "No."

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And then go to the Tools and Restore, and restore the backup that you took from your production Vault.

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Then once that's completed, you should be asked if you want to migrate your Vaults.

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Select "Yes."

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And if this step doesn't start automatically, you may need to do a manual B2B migration.

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Instructions for that are included in the resources PDF. Once everything is complete, you're ready to install your clients.

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However, your existing clients will work as long as they are within 2 versions while you are performing the upgrade.

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But please note that any enhancements that were made at the client level will not be available until the client has upgraded.

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Things to note when going to a new server.

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Using this method, once you've tested the process and migration on go-live day, you simply need to ensure that users are not in Vault,

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perform a new backup, and restore to the new server.

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You will not be able to restore if your SQL Server and/or Vault are not the same or higher version,

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and you cannot move more than two for Vault.

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And then make sure that your users are out of Vault from the point where you are going to backup the production server,

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to the point where you are going to go-live.