Adsk Inventor 2010 Plan Install

8/8/2019 Adsk Inventor 2010 Plan Install

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Planning Your Installation

January 2009Part No. 527B1-050000-PM02A


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2009 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted byAutodesk, Inc., this publication, or parts thereof, may not be reproduced in any form,by any method, for any purpose.Certain materials included in this publication are reprinted with the permission of thecopyright holder.

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Contents

Installation Planning Guide.........................................................................1

Purpose ...........................................................................................1

Other Sources of Information....................................................2

License Types and Usage.............................................................................3

Stand-alone License.......................................................................3

Network License...........................................................................3

Cascading Licenses........................................................................6

License Multiple Autodesk Products.........................................8

Configure Autodesk and Vendor Products...............................8

Borrow Licenses............................................................................8

Transfer Stand-alone Licenses.....................................................9

Other Sources of Information....................................................9

Content Center..........................................................................................11

Content Center Configurations..............................................11

Install Versions 2010 and 2009 Side-by-side..........................12

Optimize Hard Disc Or Drive Space......................................13

Set Up a Local Content Center...............................................13

Set Up a Shared Content Server.............................................14

Autodesk Vault Server................................................................14

Other Sources of Information..................................................16

Autodesk Vault Products..........................................................................17

Implementation Guide for 2010...............................................17


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Installation Process....................................................................................19

Installation Interface....................................................................19

Prerequisites.................................................................................20

Understand the Applications.....................................................21

System Requirements.................................................................21

Define Your Installation Method...............................................24

Install Network Licenses...........................................................25

Install Stand-alone Licenses.......................................................25

Manage Design Data...................................................................26


Upgrades......................................................................................................29

Upgrade from Previous Versions..............................................29

Back Up Your Data......................................................................30

Migrate Your Data........................................................................30

Migrate Content Center............................................................31

Test Migration...............................................................................33

Vault Migration.............................................................................33


Register and Activate Products...............................................................35

Check Product Information......................................................35

Activate Autodesk Products.....................................................37

Index..............................................................................................................39

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Installation Planning Guide

Autodesk Inventor provides a comprehensive set ofdesign tools for the development, validation, anddocumentation of manufactured products. It is used ina wide range of industries. Installations of AutodeskInventor Suite 2010 range from single computers forindependent contractors to large multi-site installationssupporting hundreds of engineers and designers.

This guide book reviews the many different usagescenarios, which can be installed in differentconfigurations.

PurposeUse this guide to help you make the appropriate decisionsconcerning the installation and deployment of Autodesk

Inventor Suite 2010 for your specific product designenvironment. Whether this installation is your first ofAutodesk Inventor Suite or an upgrade from a previousversion, this planning information ensures an expeditiousand successful deployment.

This guide is meant as an overview. For furtherinformation about each topic see Other Sources ofInformation at the end of each section.

If after reading this guide you need additional guidanceto plan your installation, we recommend that you contactyour reseller.

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Other Sources of InformationRead theFundamentals for the Inventor CAD Managerresource guide for information about best practices,installation, migration, Application Options settings,

configuring styles, and so on. This guide provides linksto existing content in the Help, white papers, installationHelp, and many other sources.

Locations:

On the product media, installation wizard, clickDocumentation. Under Autodesk Inventor 2010, click

Fundamentals for the Inventor CAD Manager. In the product Help, Contents tab, clickFundamentals

for the Autodesk Inventor CAD Manager.

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License Types and Usage

This chapter explains some of the installation optionsfor both Stand-alone and Network licenses for yourAutodesk Inventor 2010 product. It also guides you toother sources of detailed information.

NOTE Requirements and recommendations are covered in

System Requirements on page 21.

Stand-alone LicenseA stand-alone license is typically for home use, and forindependent contractors and small teams with limitednetwork access.

You can install a stand-alone license directly from the

product media, or create a deployment image forinstallation. You can register at the time of installation.

Network LicenseMembers of a team who are connected to a corporatenetwork typically use a network license. You can use asingle-license server or multiple servers to provideadditional redundancy.

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When you have a Network License:

You can do a multi-seat installation from the productmedia for stand-alone licenses or network licenses, orany mix.

Team members are not required to register. TheNetwork License Manager manages requests forrunning networked applications.For example, say that you purchased a network licensefor 25 seats, and the product is installed on 30 seatswithin the network. The Network License Manager isinstalled, activated, configured, and started on an

appropriate server. Then up to 25 of the 30 installedsystems can log on at any given time. When someonecloses an application, it becomes available to the nextsystem that logs on.

You can also install a network license for AutodeskInventor or Mechanical product directly from themedia.

The registration information is pre-configured duringcreation of the deployment image and is duplicatedfor installations on all workstations.

Multi-seat Stand-alone Installation

You can install a multi-seat stand-alone configurationdirectly from the media, or create a deployment imagefor installation with a network license.

When you set up a multi-seat stand-alone installation:

To install on workstations requires that you use theshortcuts provided in the deployment image createdby the Deployment wizard. The registrationinformation is pre-configured during creation of the

deployment image and is duplicated for installationson all workstations.



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The products can be installed on only the maximumnumber of systems the license allows, except for 30-daytrial versions.

All deployment images require the same serial number

for activation, and they are all activated the first timea product is launched.

Network License Server Models

The network license server is the location where theNetwork License Manager is installed. You can use asingle-license server or multiple servers to provide

additional redundancy:

Single The Network License Manager is installed on a

single server. License management and activity is

restricted to this server. A single license file represents

the total number of licenses available on the server.

Distributed Licenses are distributed across more than

one server. A unique license file is required for eachserver. To create a distributed license server, you run the

Network License Manager on each server in a distributed

pool. Each server serves a subset of the total license pool.

Redundant The Network License Manager is installed

on each of three servers to authenticate a single license

file. One server acts as the master. If the master server

fails, the other two provide backup. Licenses are

monitored and issued as long as at least two servers are

functional.

Requirements for Network License Servers

Operating System:

Windows server 2003

Windows XP Professional Service Pack 1, 2, or 3

Windows server Edition

Network License Server Models | 5


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Windows 2000 Service Pack 4

Windows Vista Service Pack 1

Computer:

Intel Pentium III or equivalent with at least450-MHz processor and Network Interface Card TCP/IP

NOTE It is possible to run a Network License Server on a

workstation. However, if the workstation is turned off, we

recommend that you run the Network License Server on a

dedicated server to avoid possible work stoppages.

Cascading LicensesCascading licenses is a feature of the Autodesk NetworkLicense Manager. Its purpose is to assign appropriatelicenses when different Inventor products are installedon the same network. When a product starts, it requests

a matching license from the license server. If thematching licenses are all in use at the time of the request,then the cascading license feature looks for a higher valuelicense. The license request is then satisfied and the usercan start working. Cascading licenses supports (in orderof increasing value):

AutoCAD Mechanical 2010

Autodesk Inventor 2010

Autodesk Inventor Simulation 2010

Autodesk Inventor Routed Systems 2010

Autodesk Inventor Professional 2010

You can mix separately purchased seats of AutoCADMechanical with the version that is included withInventor. The cascading license manager does not support

standard AutoCAD.



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If you know in advance that a specific user needs access

to only one specific application (for example, AutodeskInventor) then you install only that application on theuser computer. The installation participates in thecomplete license pool.

If different people need access to different Inventorproducts at different times, install the highest valueproduct on all workstations. Although this installation

is recommended, it is not required. The AutodeskInventor start group provides an easy way to select andlaunch each product. For example, you can always startInventor when you do not need the capabilities providedin Inventor Professional. This practice leaves the InventorProfessional license available for use by someone else.

Licenses are returned to the license pool when the user

closes the application. Instruct users to close Inventorwhen finished using it so that someone else can takeadvantage of the license.

Cascading Licenses | 7


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For more information about cascading licenses, search

the Autodesk Knowledge Base with the keywordscascading licenses.

License Multiple Autodesk ProductsTo manage license files for more than one Autodeskproduct, you combine them. To combine license files forAutodesk products, you add lines from the new licensefile to the existing license file.

See Other Sources of Information on page 9.

Configure Autodesk and VendorProductsYou can configure the FlexNET license manager toprovide network licenses for Autodesk and other vendorproducts from one server. It is required that you haveonly one installation of FlexNET on a given server. Werecommend that you create a separate service for each

vendor.

Borrow LicensesIf you take work to another location, you can borrow alicense. A borrowed license means you can use anAutodesk product on more than one computer withoutpurchasing a separate license for each computer. To

borrow a stand-alone license, use the portable licenseutility to transfer the license from a particular system toanother.

If you have a network-licensed version of the AutodeskInventor software, you can borrow a license from a licenseserver for a specified time up to 180 days. You can usethe program while your computer is not connected tothe network. You can give the license back to the serverany time before the end of the specified borrowing time.You must be connected to your Network to borrow thelicense from Inventor. To borrow a license on a network,



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click Help AboutProduct Information To borrowa license from the pool.

License Timeout Feature

With license timeout, you can set a timeout period onyour license server. Then a license returns to the licenseserver when:

A connection with the workstation is lost.

A license is checked out but the Autodesk product isidle on a workstation for longer than the timeout

period you define.See Other Sources of Information on page 9.

Transfer Stand-alone LicensesThe Portable License Utility transfers a product licensefrom one computer to another. It ensures that the productworks only on the computer that currently contains the

license. There is a grace period of 24 hours for anemergency time period with a portable license.

Other Sources of InformationFor more information about the license timeout featureand how to set the timeout parameters, on your productmedia, documentation page, see Network and Licensing

Network Administrators Guide

Set Up LicenseTimeout.

For more information about requirements for networkserver licenses, see the Network Administrators Guide andtheAutodesk Vault 2010 Implementation Guide on yourproduct media.

Use the Search function on the Autodesk Web page to

search for more information about combining licenses.

1. On the Web, Go to http://www.autodesk.com Industries Manufacturing.

Transfer Stand-alone Licenses | 9
http://www.autodesk.com/http://www.autodesk.com/


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2. In the Search box, enter TS65928, and then click >.Topics about combining licenses are listed.

Click a topic title to view the content.

Use the same procedure to search for other topics,including the following:

For information aboutEnter in Search

Configure Autodesk and vendor products.TS67745

Additional license configurations.TS74980

Additional information about cascading licenses.cascading licenses

Autodesk Knowledge Base

Use the Autodesk Inventor knowledge base to search formore information about borrowing licenses:

1. On the Web, go to http://www.autodesk.com Products Autodesk Inventor Service andSupport.

2. Click Knowledge Base.

3. In the Search box, enter borrow licenses, and thenclick Search.Topics about borrowing licenses are listed.

Click a topic title to view the content.

Use the same procedure to search the Knowledge Basefor other topics, including the following:

For information aboutEnter in Search

FLEXlm feature codes for Autodesk applications.TS65935

Additional information about cascading licenses.cascading license

http://www.autodesk.com/http://www.autodesk.com/


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Content Center

The Autodesk Inventor Content Center provides accessto an extensive library of parts, such as fasteners, steelshapes, and fittings. You can use these components indesigns. This chapter describes the configurationrequirements for Content Center, and includes a guideto more detailed information about it.

Content Center ConfigurationsThe data stored in Content Center is organized andpublished with functional intelligence. For example, itincludes additional parameters and properties utilized by

Design Accelerator and Autodesk Inventor Professionaltools to guide, create, and validate design. FrameGenerator in Inventor 2009 and 2010 also uses ContentCenter libraries. You can use the Content Center Favoritestool located in the browser bar to search, edit, andorganize content in groups for quick access.

During the Inventor installation, in the Content CenterAccess Option, you determine which solution to install:

Inventor Desktop Content for standalone users.Desktop Content and Desktop content libraries are

installed by default by the product installer.

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Autodesk Vault server for workgroups or largerinstallations. Install separately the Vault server andContent Center libraries for Vault server.

You deploy the Vault server with Content Center as a

centralized content repository. You can customize thecontent data, such as part number and descriptions, basedon company preferences to ensure designers work withthe same approved data.

To set up Content Center, use a centralized server for allusers if you customize the content data for your site ormodify it over time. Although it increases network traffic,

storage costs decrease.

Install Versions 2010 and 2009

Side-by-sideYou can run Autodesk Inventor 2010 and AutodeskInventor 2009 software on the same desktop workstation,with each accessing the appropriate Content Center data.

A single data management server provides and supportsversions 2010 and 2009 content. The server can beinstalled on the same workstation as Autodesk Inventorversions 2010 and 2009 software.

Important points about side-by-side installation

Versions 2009 and 2010 both access the same server

Autodesk Vault 2010 server.

If you intend to use Autodesk Inventor 11 or 2008Content Center with the Autodesk Vault 2010 server,install the Inventor Upgrade for Autodesk Vault server.This upgrade is available as a download only. It alsoupgrades the Vault client.For more information, on your product media, click

Information topic What is the Autodesk InventorClient Upgrade for Autodesk Vault 2010 server?.



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Autodesk Vault 2010 server supports content fordifferent Inventor versions.

For more information about this installation process, seethe white paper Content Center for Inventor 2010

Side-by-side Installation on the product media.

Optimize Hard Disc Or Drive SpaceThe Content Center database is extensive. It covers 18international standards with over 750,000 components.The hard disc or drive space requirement is:

Desktop Content solution for a single user: up to 7GB.

Vault server solution for workgroups: up to 1.3 GB.

You can install only the libraries you need initially. Atany later time, you can add more libraries through theinstaller.

Set Up a Local Content CenterIf you are a single user or an independent member of adesign workgroup, and you do not plan to share contentlibraries, select the Content Center libraries to install onthe local machine. This sets up Content Center and theVault server on the same machine with AutodeskInventor.

Data Access for Local Content Installation

The Autodesk Vault 2010 server supports the Web server

Microsoft Internet Information Services (IIS) for allmulti-user installations.

For more details, and procedures for installing this server,refer to theAutodesk Vault 2010 Implementation Guide on

your product media.

Optimize Hard Disc Or Drive Space | 13


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Set Up a Shared Content ServerWe recommend that workgroups share a commonContent Center located on a networked server. Forexample,

\\Workgroupserver\Engineering\Content_Center_Files. Acommon Content Center facilitates resolving links tocomponents from Content Center when differentworkgroup members load assemblies.

Requirements for Shared Servers

Approximately 1.3 GB of hard drive space for

installation.

Temp space of an additional three times therequirement for installation or maintenance operationson the database.

Autodesk Vault Server

The Autodesk Vault server is used with Content Centerand Autodesk Vault for storing files and version data.It is required that you install the Vault server on the samecomputer with the Content Center libraries you plan toaccess.

The requirements for installation of the Vault serversoftware are in addition to the system requirements for

individual applications.

Recommended

Intel Pentium4, Intel Xeon, or AMD Athlon

64/Opteron, 3 GHz or better processor

60-GB free disc space

2+ GB RAM



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Preferred

Intel Pentium 4, Intel Xeon, or AMD Athlon64/Opteron, 3 GHz or better processor

120-GB free disc space

4+ GB RAM

Supported Operating Systems

Windows XP Professional SP2, SP3

NOTE The Autodesk Vault server supports tensimultaneous vault clients with the SQL 2005 Express

database included with Vault. To support additional

clients, use Microsoft SQL Server 2005, Workgroup,

Standard, or Enterprise Edition software. You can purchase

this software separately from Microsoft or a Microsoft

reseller.

Windows XP Professional x64 Edition SP2

NOTE The Autodesk Inventor 2010 and Autodesk Vault

2010 applications are supported to run as 32-bit on 64-bit

extended systems: Windows XP Professional x64 Edition

operating system running on Intel EM64T or AMD64

family of processors). AutoCAD Mechanical 2009 is notsupported on 64-bit extended systems.

Windows server 2003 SP2

Windows server2008

Windows Vista Service Pack 1

Autodesk Vault Server | 15


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Supported Databases

Microsoft SQL Server 2005 Express SP2

Microsoft SQL Server 2005 Workgroup SP2

Microsoft SQL Server 2005 Standard SP2

Microsoft SQL Server 2005 Enterprise SP2

SQL Server 2008 Standard

SQL Server 2008 Enterprise

Other Sources of InformationSee theAutodesk Vault 2010 Implementation Guide on thedocumentation page on your product media for moreinformation about:

Installing and upgrading the Vault server.

Additional hardware specifications and system

requirements.

For more information about installing the ContentCenter, see:

Autodesk Inventor 2010 Content Center Standalone User

Guide at http://www.autodesk.com/inventorWhitePapers.

Autodesk Inventor 2010 Content Center Installation Guideon the product media.

http://www.autodesk.com/inventorhttp://www.autodesk.com/inventor


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Autodesk Vault Products

The Autodesk data management tools include , Autodesk

Vault 2010, Autodesk Manufacturing 2010, and severalother components. There are several configurations toconsider in your plan for installation, depending uponyour particular needs.

Implementation Guide for 2010TheAutodesk Vault 2010 Implementation Guide is locatedon the documentation page on your product media inPDF format. We recommend that you read this guide togain an understanding of the data management toolsand components before you begin to install them. Youalso learn to tune Vault for performance, and to rundiagnostic tools to troubleshoot.

If you are a first-time user, theImplementation Guideprovides essential information about:

Backing up data in a Vault

Vault architecture and components

Installation, operating system, hardware, and otherrequirements

Configurations for single and multiple users, multiplesites, and remote SQL

Pre-installation checks

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Before you upgrade from a previous version, review theImplementation Guide. It provides checklists of some ofthe major areas to consider before you move to a newrelease:

Hardware and software requirements

Business requirements

Testing

Migration

Other Sources of InformationFor more information, see the Autodesk KnowledgeBase.

1. On the Web, go tohttp://www.autodesk.com/inventor Services &Support.

2. Click Knowledge Base.

3. In the Search box, enter a topic, and then click >.Click a topic title to view the content.

Refer to the ongoing Autodesk discussion group at

http://www.autodesk.com/inventor Products Services & Support Discussion Groups AutodeskVault.



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Installation Process

This chapter helps to familiarize yourself with theinstallation process before you begin to install theproduct. It describes:

Installation prerequisites

System requirements

The interface of the installation wizard

It provides information to help you configure yourparticular installation.

When the installation is complete, register and activateyour products. For more information about registrationand activation, see License Types and Usage on page 3.

Installation InterfaceYou can install products, create a deployment of a single

or multiple Autodesk Inventorproducts, and install toolsand utilities through a single dialog box.

Each page in the Installation wizard contains a tasksection and an information section. To aid in thedecisions required during installation, the information

section contains links to information that is pertinent tothe contents of the task section. As you proceed frompage to page in the wizard, the list in the information

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section changes according to the contents of the tasksection.

After you select your products, a page with a summaryof your selections is provided along with explanations of

what the selections mean. You can back up and changethe selections.

There are two links at the bottom of every page of theinstallation wizard:

Documentation: Installation guides, network guide,licensing guide, and resource guide for the Inventor

CAD manager, in PDF format. Support: Links to the Autodesk support pages on

the Web.

PrerequisitesBefore you begin to install the software, we recommendedthat you review and meet the prerequisites:

Administrative privileges. Obtain administrativeprivileges on each workstation where you plan toinstall the products. If you are unsure of yourpermission level, see your system administrator formore information.

Customization plan. Determine the name and

company name you want to enter to personalize theproducts during activation.

Distribution plan. For network installations, createa distribution plan for installing the products on clientsonce they are installed on the primary system.

Other applications. Close all other applications,and temporarily disable virus checking utilities. The

installation process could stop if some applications,such as Microsoft Outlook or virus-checkingprograms, are running.



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Product license. Understand the product licensesyou ordered. See License Types and Usage on page 3.

Understand the ApplicationsInventor 2010 is available on product media or, in somesituations, electronic download.

The 32-bit and 64-bit versions of the applications are allincluded in the same package.

Supported OperatingSystems

64-bit32-bitApplicationXAutodesk Inventor 2010 32-bt

XAutodesk Inventor 2010 64-bit

XAutoCAD Mechanical 2010 32-bit

XAutoCAD Mechanical 2010 64-bit

XXAutodesk Vault Explorer 2010 32-bit

Language requirements

Autodesk Inventor and AutoCAD Mechanical designapplications and Autodesk Vault products must all bethe same language on a given computer.

You can run English versions of these applications on

operating systems of any language. Versions of these applications in languages other than

English run on operating systems of both English andthat same language.

While you create a deployment image, you can selectmultiple languages.

System RequirementsFor each product you plan to install, review the systemrequirements. If your systems do not meet therequirements, problems can occur during installation.

Understand the Applications | 21


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These system requirements are for installations ofAutodesk Inventor 2010 with local content librariesand/or Autodesk Vault 2010 access.

For sharing Content Center and/or Vault data among

multiple users, there could be additional systemrequirements. See the Autodesk Vault Server on page 14system requirements for remote server installations andsharing content libraries and Vault data.

Recommended for working with designs of fewer than1000 parts

Operating Systems

Windows Vista (SP1)(32-bit or 64-bit): Home Basic,Home Premium, Business, Enterprise, Ultimate

Windows XP: Professional (SP2 and SP3), Professionalx64 Edition (SP2)

Hardware

Intel Pentium 4-2 GHz or faster, Intel Xeon,

Intel Core, AMD Athlon 64, AMD Opteron orlater

2 or more GB RAM

We recommend that you set Microsoft Windows

to manage virtual memory as needed. Maintain at least

twice as much free hard disk space as system memory(RAM).

Direct3D 10, Direct3D 9 or OpenGL capable graphicscardSee the graphics card information at:http://www.autodesk.com/inventor-graphic-cards.

Open GL graphics hardware acceleration is availableonly in legacy feature support mode by Windows XPProfessional. Direct 3D is not recommended for use



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with Windows XP 32-bit with the 3 GB memory switchon.

3.5 or more GB free hard disc space (for installationfrom product media)

Installation files downloaded electronically couldrequire additional hard drive space for storage beforeinstallation. File sizes are indicated at time ofdownload. Hard disk space requirements are based onthe files you download. You can delete these files afterinstallation.

DVD-ROM drive

Inventor 2010 is available only on DVD media, orelectronic download in some situations. CD media isno longer available. Installation files require 9 GB ofhard disk space, and temporary files created duringthe installation require an additional 16 GB of space.

Microsoft Mouse compliant pointing device

1280 x 1024 or higher screen resolution

Internet and Software

Internet connection for Web downloads andSubscription Aware access

Adobe Flash Player 10 for use of the multimedialearning components of the Inventor Help system,such as the Ribbon Introduction, Command Locator,and Show Me animations.

NOTE If it is not already installed, you can download

Adobe Flash Player from

http://www.adobe.com/products/flashplayer/.

Windows Internet Explorer 6.x through 7.x

Microsoft Excel 2003 through 2007 for iComponents,thread customization, and spreadsheet-driven designs

System Requirements | 23
http://www.adobe.com/products/flashplayer/http://www.adobe.com/products/flashplayer/


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Recommended for superior performance while workingwith complex models and designs of over 1000 parts

Operating Systems

Windows XP Professional x64 Edition (SP2)orWindows Vista 64-bit (SP1)

Hardware

AMD 64 or Intel 64 processor

6 or more GB RAM

CAD workstation-capable graphics card

The preceding requirements are recommended foreffective use of Autodesk Inventor 2010 software. Forfurther details, refer to the Readme document installedwith the product.

Define Your Installation Method

Your license dictates which installation you use: Networkor Stand-alone.

Network Installation

The selection of Network leads you down the path fornetwork and multi-seat stand-alone installation. Itrequires that you specify a license server model:

Single license server

Distributed license server

Redundant license server

You can access design data locally or from a central serverdrive. The process is to modify the design data content

to meet your needs, and then serve it toStandalone/MSSA/Network networked machines.



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Stand-alone license

The selection of Stand-alone leads you down the pathfor an installation that runs an Autodesk product on asingle workstation.

For more information about installation methods, seeLicense Types and Usage on page 3.

Install Network LicensesWith a network license, the program is installed onworkstations with the required files and registry entries.A defined location of the Network License Manager

provides access to the licenses.

Uninstall any previous versions of the Deployment

Wizard before you use the AutoCAD 2010 DeploymentWizard. You cannot use an older version of theDeployment Wizard to create deployments of currentlyreleased programs. You cannot use the AutoCAD 2010Deployment Wizard to create deployments for previous

versions of the product.

Installing Multi-seat Stand-alone Licenses

The multi-seat stand-alone license configuration isavailable with a network license. When prompted in theInstallation wizard, you choose the option Network, andthen use the deployment shortcut to install the productsto all the other systems.

Install Stand-alone LicensesStand-alone products require that you install the programindividually on each workstation.

You can use your Autodesk product for up to 30 daysbefore you are required to activate it. You can also activate

your license at any time before the expiration date. Afterthe expiration date, you cannot run your Autodeskproduct until you register and activate the product.

Install Network Licenses | 25


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Moving Stand-alone Licenses

You can use the Portable License Utility to move a singleAutodesk product stand-alone license to more than onecomputer without purchasing a separate license.

Manage Design DataThe Design Data folder provides a way for administratorsto manage content. Many of the design-specific files,such as the styles, thread, and so on, are installed here.

The location of the Design Data folder is by default:

For Windows XP,Program Files/Autodesk /Inventor[version]/Design Data

For Windows Vista,Users/Public/Documents/Autodesk-Inventor [version]/Design

Data

You can relocate either Design Data folder to a networklocation so that all designers can automatically get fileedits made in this location. You can define differentnetwork locations on either a per-project basis orapplication wide.

NOTE The Design data folder you point to must contain a

copy of all the files in the originally installed location. The

Autodesk Inventor Suite 2010 software checks to verify that

all files are present upon a change in the location.

Autodesk Inventor Suite 2010 allows an incompleteDesign Data folder for legacy and Pack and Go projects.Autodesk Inventor Suite 2010 locates the missing files inthe default legacy install location, or provides a promptto browse for them in some circumstances.

Following a network deployment, alert the users that:

This data is shared on the network.



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Edits to local copies of the shared data affect the localbehavior only if the local installation points to thelocal copy of the data.

To change the location of the Design Data folderapplication wide

Edit the Design Data (Styles, and so on) option in theApplication Options dialog box, Files tab.

1. Tools Application Options, and then click theFiles tab.

2. In the Design Data (Styles, and so on) text box,enter the UNC path to the network location.Alternatively, click the browse button to locate andspecify the path.

3. Click OK.

To change the location of the Design Data folder for aproject

Edit the Design Data (Styles, and so on) option in theProjects dialog box.

1. File Projects.2. Select the Project you want to edit.

3. Expand theFolder Options folder. Right-click DesignData (Styles, and so on) and select Edit.

4. In the text box enter the UNC path to the networklocation, or click the browse button to locate andspecify the path.

5. Click Save.

Manage Design Data | 27


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To revert back to the default content of the Design Datafolder

1. In the Design Data folder, unzip the file calledDesignData.exe.

2. Overwrite the existing .xml files.

Other Sources of InformationFor more information about system requirements, on theWeb go tohttp://usa.autodesk.com/adsk/servlet/index?siteID=123112&

id=8410923.



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Upgrades

Before you start your upgrade to Autodesk Inventor

2010, take the time to understand:

The importance of backing up your data.

Migrating data.

Custom settings, such as Inventor versus

AutoCAD.

UI configuration options.

Content Center migration versus side-by-side.

Upgrade from Previous VersionsUpgrading is the path you must take to obtain access to

the new features and improvements incorporated in thenew release of Autodesk Inventor Suite. An upgrade isthe complete set of steps required to move yourengineering operations from the old to the new release.It is not just the process of installing the software. Likeany other process that involves change, it presentschallenges and requires careful planning to minimize theimpact on your operations.

There are three components to the upgrade process:

Backing up and migrating data

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Installing the new software

User training

Back Up Your DataIt is critical that you make a backup copy of your databefore you start the migration process. If you encountera problem during the migration process, a backup copyguarantees that you can recover your data.

For detailed information about how to back up data in avault, see Backing Up Vault Data in theAutodesk Vault

2010 Implementation Guide on your product media.

Migrate Your DataMigration is the process of converting your existing datato the formats used by Autodesk Inventor Suite 2010. Wemodify the internal format of Autodesk Inventor Suitefiles, sometimes referred to as the schema, to support thenew features.

Autodesk Inventor Suite 2010 and later incorporateschanges to the File Open command, which reduces theneed to migrate data in some circumstances. Unlikeprevious versions, the File Open command does notautomatically migrate files from earlier versions, reducingthe time required to open these files. The migration isdelayed until you make a change or save the file.

While this feature enables faster viewing, it is stilladvisable to migrate projects that are still in activedevelopment, and therefore changing. The 3D modelsthat you create with Autodesk Inventor Suite consist ofa hierarchy of files. It is important that you start themigration with the files that are used by other files. Werecommend that you migrate files in the sequence shown

in the following illustration.



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You can control the sequence manually, but it is easierto use the Migrate Files utility built into the InventorTask Scheduler.

Migration Plan

If you have a large volume of active engineering data,consider dividing the process up into smaller phases.Your reseller can help you select the most appropriatestrategy for your specific situation.

Migrate Content CenterThe Content Center contains the data required to insertstandard parts into your designs. Migrate this informationbefore you try to use it with the new version of AutodeskInventor.

The Content Center in Autodesk Inventor uses the

Autodesk Vault server as the data storage technology

for all standard content. It is the common data storagemechanism for Autodesk Vault products and otherAutodesk applications.

Migration Plan | 31


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There are several points to consider before you install thevault server and migrate the data:

If you upgrade from Autodesk Inventor 2008 toAutodesk Inventor 2010, uninstall the data

management server 2008 before you install the Vaultserver 2010. This server is required for Inventor 2010Content Center. The database remains installed so youcan migrate the data into the new version.

NOTE It is critical that you make a backup copy of your

data before you uninstall the Vault server.

At the end of the Vault server installation, you areprompted to start the data management server console.If you click the default value for the prompt Yes, itlaunches the server console when installation ofAutodesk Inventor 2010 is completed.

The first time the server console starts, it looks for

existing data management server databases formigration. The data management server database, withall the Autodesk Inventor 2008 and user ContentCenter libraries, is located and submitted for migration.The options available for migrating libraries vary,according to the versions of Inventor and the datamanagement server involved.

It is important to differentiate between read-onlyInventor standard content libraries and user read/writelibraries.

The library migration is necessary before libraries areavailable for Content Center.

Once libraries are migrated and Content Center (CC)can consume them, then CC requests an update of

user read/write libraries. The CC Update tool takes careof the CC data being correct for the new Inventorversion.



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If you upgrade from version 11 to Inventor 2010, keepthe version 11 standard content libraries until theupdate is finished. Then remove them manually.

Test MigrationWith your data safely backed up, we recommend thatyou perform a test migration on a small set of data. Makea copy of a small project or a subassembly of a largerproject, and then execute the migration. You can identifyany potential problems and calibrate your environmentto predict how much time is going to be required tocomplete the migration.

Vault MigrationThe data management console can migrate a vault fromone release to another by migrating in place or migratingthrough a temporary vault. As in any migration, the firststep is to back up vault data.

Tips about migrating vaults

You can upgrade Vault 2010 only from Vault 2008and 2009. If you upgrade from a version older than2008, migrate to 2008 or 2009 first, and then migrateto 2010.

You can migrate an Autodesk Productstream Vault

to Autodesk Vault Manufacturing only.

For detailed information about how Vault performsmigration, and how to back up vaults and restore a vaultfrom a backup, see theAutodesk Vault 2010 ImplementationGuide on your product media.

To upgrade from a 2008 version of Autodesk data

management server

Back up your data using the vault server console.

Test Migration | 33


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Remove standard libraries automatically duringmigration, if necessary. Leave them installed for usewith Inventor 2008.

Uninstall Autodesk Vault 2008 server.

Remove C:\Program Files\Autodesk\Data ManagementServer 2008 folder if it exists.

To uninstall the Autodesk Vault server as a final uninstall,or to remove and reinstall, see the detailed instructionsin theAutodesk Vault 2010 Implementation Guide on yourproduct media.

Other Sources of InformationFor more information about migrating data, see the whitepapers located on the Autodesk Inventor product media.

For more information about migrating with Vault, seetheAutodesk Vault 2010 Implementation Guide located onthe product media.

For more information about Content Center, seeAutodeskInventor 2010 Content Center Standalone User Guide at

http:www.autodesk.com Products Autodesk Inventor White Papers.For information about how the installation of newversions of Autodesk Inventor and the vault server affectContent Center, refer to the white papers on the product

media:

Content Center for Inventor 2010 Side-by-side Installation

Autodesk Inventor 2010 Content Center Installation Guide

If you have any doubts about the steps involved or theright process to use at your site, contact your reseller

before you go any further.

http:///reader/full/www.autodesk.comhttp:///reader/full/www.autodesk.com


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Register and Activate Products

Only one registration process is required to activate allyour Autodesk Inventor software products withstandalone installations. The first time you enter yourregistration settings, you create a single user ID andpassword. Then you can enter the user ID and yourpassword to activate each product the first time youlaunch it.

Your user ID is also used for access to the SubscriptionCenter.

Check Product InformationYou can view detailed information about your Autodesk

product and your product license (such as the licenseusage type and the license behavior). You can then save

this information as a text file.License usage types include:

Commercial To license a product that was purchasedcommercially.

Educational (EDU) Institution A license designedspecifically for educational institutions.

Not for Resale To license a product that is not soldcommercially.

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Student Version To license products for studentswho are using an Autodesk product as part of theircurriculum.

Trial A temporary license that allows individuals to

try the product. This license expires after a predefinedperiod.

License behaviors include:

Permanent Allows permanent use of an Autodeskproduct.

Term Extendable Allows access to an Autodeskproduct for a limited time. The term can be extendedat any time.

Term Non-Extendable Allows access to an Autodeskproduct for a limited time. The term cannot beextended.

To view product information

1. On the Help menu, click About.

2. In the About (Autodesk product) window, clickProduct Information.

3. In the Product Information dialog box, view detailsabout your product and the product license.

When you are finished, click OK.

To save license information as a text file


2. In the About [Autodesk product] window, click

Product Information.3. In the Product Information dialog box, click Save

As.



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4. In Save As dialog box, .txtis the default file type.Enter a file name and choose a location where youwant to save the file, and then click Save

5. In the Product Information dialog box, click Close.

Activate Autodesk ProductsYou can activate your Autodesk product with a standaloneinstallation either when you start the program.

Alternatively, use the Help About menu while youare running the product.

To activate Autodesk products from the Help menu


2. In the About [Autodesk product] window, clickProduct Information.

3. In the Product Information dialog box, click

Activate.

4. In the (Autodesk product) Product Activationwindow, select Activate the Product, and then clickNext

5. On the Register Today page, follow the on-screeninstructions.

Activate Autodesk Products | 37


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Index

A

administrative privileges 20Autodesk Discussion Group 18Autodesk vault server 32

implementation guide 17installing 16upgrading 18

B

back up data 30borrowing licenses 8

C

cascading licenses 6combining licenses 8configuring multiple products 8configuring software products 8configuring vendor products 8Content Center

configuring 11

disc space for database 13installing 16installing vault server 32migrating 31setting up locally 13

customizing product registration 20

Ddata management console 33

Index | 39


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F

FLEXlm license manager 8

I

installing Autodesk productsadministrative privileges 20installation methods 24planning 1prerequisites 20

L

libraries, installing 13license pools 6license timeout feature 9licenses

behaviors 36borrowing 8cascading 6combining 8installation methods 24multi-seat stand-alone 4multiple Autodesk products 8network 3network server license requirements 9

product informtion 35product types 35stand-alone 3timeout feature 9transferring 9usage 3

M

migrate Content Center 31migrate data 30migration, testing 33

40 | Index


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multi-seat stand-alone licenses 4installation method 24installing 25

N

network license borrowing 8network license servers

requirements 5, 9network licenses 3

installation method 24

P

permanent license behavior 36planning installations 1Portable License Utility 9prerequisites for installation 20product information 35

R

registering products 35customizing during activation 20

requirements for installation 20

S

serversAutodesk Vault server 14requirements for network license 5, 9requirements for shared 14

shared servers 14stand-alone licenses 3

installation method 24system requirements 28

Autodesk Inventor 21Autodesk Vault server 14

Index | 41


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T

term extendable license behavior 36term non-extendable license behavior 36transferring licenses 9

U

upgrade software versions 29

V

vaultsbacking up data 33migrating 33

vendor products, configuring 8