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2010 International Conference




      Replication Workshop


      Peter Schroer
                                               300 Brickstone Square
      www.aras.com                                          Suite 904
                                                 Andover, MA 01810
                                                 Andover, MA 01810
                                                     [978] 691‐8900
                                                      www.aras.com


Copyright © 2010 Aras   All Rights Reserved.                  aras.com
Welcome

   Workshop Goals

             Understand Aras configuration options for 
             Distribution and Replication
                                p

             Planning Guide for Replication Models




Copyright © 2010 Aras   All Rights Reserved.   Slide 2    aras.com
Agenda

   1. Build working definitions for:
                  Distribution / Distributed
                  Replication / Replicated

   2. Aras Innovator Vault Server Tutorial

   3. V9.2 Replication Functions
   3 V9 2 R li ti F ti
                        Feature list
                        How to install and configure
                        H t i t ll d          fi

   4. Sample Scenarios

Copyright © 2010 Aras     All Rights Reserved.   Slide 3   aras.com
Replication / Distribution

          Distribution 
            o Separating data by class, program, or other method and 
              then storing that data on one of several separate servers
            o Separating web services processes across Servers
              Separating  web services processes across Servers
                  Increases performance especially in large networked 
                  environments or very high concurrent user count
                                     y g
          Replication
            o Storing the same data elements on more than one server
              Storing the same data elements on more than one server
                  Increases performance and also supports some level of 
                  disaster recovery


Copyright © 2010 Aras   All Rights Reserved.   Slide 4                     aras.com
Example Aras Configurations
   Single Server for Initial Deployment / Small Scope                                                                 Site 3

         ~ 200 users
                                                                                                                        Innovator Client Cache
   Multiple Servers for scalability
   Multiple Servers for scalability                                                                                          Web Server

        ~ 500 users                                                                             Site 1
                                                                                                                                             Site 2
   Distributed Servers for performance over 
   the corporate WAN and large scale
   th          t WAN d l           l
                                                                                                  Innovator Server
   deployments.                                                                                                                   Aras Vault Server




                                                                                                  Aras Vault Server
                                               Innovator Server             Aras Vault Server
                                                                                                                                                 HQ




                                                                                                                  SQL Server        Innovator Server
                                                             SQL Server
 Single Server:
                                                     Distributed Process Servers:
 • Innovator Server                                                                                          Distributed Servers:
                                                     • I
                                                       Innovator Server
                                                              t S
 • Vault Server                                                                                              • Innovator Server(s)
                                                     • Vault Server
 • SQL Server                                                                                                • Vault Server(s)
                                                     • SQL Server
                                                                                                             • SQL Server
Copyright © 2010 Aras   All Rights Reserved.                  Slide 5   Slide 5                                                           aras.com
Replication

          Meta Data
            Less common
            o Use SQL Server replication functions
            OR
            o Multiple Aras Innovator Instances


          Files
            o Multiple Vault servers
            o Why Replicate
                        • Partition network load
                        • Fail over / redundancy
Copyright © 2010 Aras     All Rights Reserved.   Slide 6   aras.com
Aras Vault Server Tutorial

          File ID is version specific
            o Each check‐in creates a new ID
            o No risk of stale files being used by mistake

          Files are stored in the operating system
            o Folder is named by the File ID
                               y
            o Allows multiple files in one Vault with the same name
            o No hashing of file name or contents

          All file Meta‐data is stored in Database
            o Filename Size CheckSum fileType Permisions etc
              Filename, Size, CheckSum, fileType, Permisions, etc.

Copyright © 2010 Aras   All Rights Reserved.   Slide 7                aras.com
Aras Vault Server Tutorial

          Components of the Aras Vaulting System meta data
            o File ItemType
            o Vault ItemType                                    1 : many
                                                         File
            o Located RelationshipType
            o User’s Default Vault                                         Vault



          Multiple Vault Servers 
            o Distribution
            o Replication

          Remember Aras Innovator uses a Logical Vault 
                 b                           i l     l
          approach, supported by 1 or more Physical Vaults
Copyright © 2010 Aras   All Rights Reserved.   Slide 8                             aras.com
Aras Replication

          Distributed vaulting supported since Version 5 (in 2003)
          Ability to do Replication also, however, need custom code
          Abilit t d R li ti         l h              d    t     d
          Prepackaged Replication capability is currently in QA, 
          scheduled for 9.2  SP1
          scheduled for 9.2 SP1
          Prepackaged Replication capability will be Subscriber Only


          Fits Aras open source model.  No restriction on what  users 
          can develop themselves,  but subscribers get the completed, 
          packaged and supported solution.
          Straightforward to develop your own Replication processes



Copyright © 2010 Aras   All Rights Reserved.   Slide 9                 aras.com
Aras Replication Models

          OnDemand
            o User asks to view file that is not in his local Vault
            o Administrator or Product Manager requests a File transfer 
              between Vaults
              between Vaults

          OnEvent
            o Lifecycle promotion to In‐Review or Released triggers the 
              Replication

          OnChange
            o File check‐in triggers a Replication of the updated File
              File check in triggers a Replication of the updated File


Copyright © 2010 Aras   All Rights Reserved.   Slide 10                  aras.com
Aras Replication Models

          When should the File transfer take place
            o Immediately
            o Scheduled batch process


          Business Rules
            o By File Type
            o By Vault
            o By User (or group)
            o and using Method logic for custom rules


Copyright © 2010 Aras   All Rights Reserved.   Slide 11   aras.com
Aras Replication Approach

          Multiple Vault Servers
            o Each Vault Server represented by an Item in Aras Innovator
            o New API functions added to the VaultServer.aspx
                  [ alternative,  from my home grown solution,  place a new program 
                  MyReplication.aspx in the vault server folder ]

          Queue Table ItemType
          Q     T bl I    T
            o Records the need for a File transfer transaction
            o Allows monitoring of queue, re‐try on failure, & reporting

          Business Logic 
            o Methods for Queue processing, adding Files to Queue, etc.
Copyright © 2010 Aras   All Rights Reserved.   Slide 12                                aras.com
9.2 SP1 Installation Steps

          Install a 2nd (3rd, 4th,…) Vault Server
          Assign default Vaults to each User
          Install Innovator Scheduler for batch File transfers
          Add Rules to each Vault
                  Files of Type X from this Vault should move to which Vault, 
                  When, and under What circumstances
          Add events on Lifecycles
                  Files attached to Documents that are released should be 
                  replicated to a Vault at a remote manufacturing site
   Admin documentation will be released with the SP
Copyright © 2010 Aras   All Rights Reserved.   Slide 13                      aras.com
9.2 SP1 – Configuring a Rule




Copyright © 2010 Aras   All Rights Reserved.   Slide 14   aras.com
9.2 SP1 – Configuring a Rule




Copyright © 2010 Aras   All Rights Reserved.   Slide 15   aras.com
Scenarios

   Examples

          Replicate all Files to all Vaults

          Replicate all Files added to one of the remote Vaults 
          R li t ll Fil        dd d t       f th       t V lt
          to a single master Vault to simplify backups

          Replicate CATIA CAD files from Vault A to Vault B 
          when they are Released

          Replicate Files associated with a Product Line from 
          the US Vault to the Chinese Partner Vault

Copyright © 2010 Aras   All Rights Reserved.   Slide 16          aras.com

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15 Ace 2010 Share Point Plm
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13 Ace 2010 Business Intelligence And Product Analytics
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12 Ace 2010 Solution Packaging Workshop
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11 Ace 2010 Aras Configuration And Change Management
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08 Ace 2010 Aras Roadmap
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10 Ace 2010 Aras Federation Workshop
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07 Ace 2010 Aras Innovator For Quality Systems
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14 Ace 2010 Replication Workshop

  • 1. 2010 International Conference Replication Workshop Peter Schroer 300 Brickstone Square www.aras.com Suite 904 Andover, MA 01810 Andover, MA 01810 [978] 691‐8900 www.aras.com Copyright © 2010 Aras All Rights Reserved. aras.com
  • 2. Welcome Workshop Goals Understand Aras configuration options for  Distribution and Replication p Planning Guide for Replication Models Copyright © 2010 Aras All Rights Reserved. Slide 2 aras.com
  • 3. Agenda 1. Build working definitions for: Distribution / Distributed Replication / Replicated 2. Aras Innovator Vault Server Tutorial 3. V9.2 Replication Functions 3 V9 2 R li ti F ti Feature list How to install and configure H t i t ll d fi 4. Sample Scenarios Copyright © 2010 Aras All Rights Reserved. Slide 3 aras.com
  • 4. Replication / Distribution Distribution  o Separating data by class, program, or other method and  then storing that data on one of several separate servers o Separating web services processes across Servers Separating  web services processes across Servers Increases performance especially in large networked  environments or very high concurrent user count y g Replication o Storing the same data elements on more than one server Storing the same data elements on more than one server Increases performance and also supports some level of  disaster recovery Copyright © 2010 Aras All Rights Reserved. Slide 4 aras.com
  • 5. Example Aras Configurations Single Server for Initial Deployment / Small Scope Site 3 ~ 200 users Innovator Client Cache Multiple Servers for scalability Multiple Servers for scalability Web Server ~ 500 users Site 1 Site 2 Distributed Servers for performance over  the corporate WAN and large scale th t WAN d l l Innovator Server deployments. Aras Vault Server Aras Vault Server Innovator Server Aras Vault Server HQ SQL Server Innovator Server SQL Server Single Server: Distributed Process Servers: • Innovator Server Distributed Servers: • I Innovator Server t S • Vault Server • Innovator Server(s) • Vault Server • SQL Server • Vault Server(s) • SQL Server • SQL Server Copyright © 2010 Aras All Rights Reserved. Slide 5 Slide 5 aras.com
  • 6. Replication Meta Data Less common o Use SQL Server replication functions OR o Multiple Aras Innovator Instances Files o Multiple Vault servers o Why Replicate • Partition network load • Fail over / redundancy Copyright © 2010 Aras All Rights Reserved. Slide 6 aras.com
  • 7. Aras Vault Server Tutorial File ID is version specific o Each check‐in creates a new ID o No risk of stale files being used by mistake Files are stored in the operating system o Folder is named by the File ID y o Allows multiple files in one Vault with the same name o No hashing of file name or contents All file Meta‐data is stored in Database o Filename Size CheckSum fileType Permisions etc Filename, Size, CheckSum, fileType, Permisions, etc. Copyright © 2010 Aras All Rights Reserved. Slide 7 aras.com
  • 8. Aras Vault Server Tutorial Components of the Aras Vaulting System meta data o File ItemType o Vault ItemType 1 : many File o Located RelationshipType o User’s Default Vault Vault Multiple Vault Servers  o Distribution o Replication Remember Aras Innovator uses a Logical Vault  b i l l approach, supported by 1 or more Physical Vaults Copyright © 2010 Aras All Rights Reserved. Slide 8 aras.com
  • 9. Aras Replication Distributed vaulting supported since Version 5 (in 2003) Ability to do Replication also, however, need custom code Abilit t d R li ti l h d t d Prepackaged Replication capability is currently in QA,  scheduled for 9.2  SP1 scheduled for 9.2 SP1 Prepackaged Replication capability will be Subscriber Only Fits Aras open source model.  No restriction on what  users  can develop themselves,  but subscribers get the completed,  packaged and supported solution. Straightforward to develop your own Replication processes Copyright © 2010 Aras All Rights Reserved. Slide 9 aras.com
  • 10. Aras Replication Models OnDemand o User asks to view file that is not in his local Vault o Administrator or Product Manager requests a File transfer  between Vaults between Vaults OnEvent o Lifecycle promotion to In‐Review or Released triggers the  Replication OnChange o File check‐in triggers a Replication of the updated File File check in triggers a Replication of the updated File Copyright © 2010 Aras All Rights Reserved. Slide 10 aras.com
  • 11. Aras Replication Models When should the File transfer take place o Immediately o Scheduled batch process Business Rules o By File Type o By Vault o By User (or group) o and using Method logic for custom rules Copyright © 2010 Aras All Rights Reserved. Slide 11 aras.com
  • 12. Aras Replication Approach Multiple Vault Servers o Each Vault Server represented by an Item in Aras Innovator o New API functions added to the VaultServer.aspx [ alternative,  from my home grown solution,  place a new program  MyReplication.aspx in the vault server folder ] Queue Table ItemType Q T bl I T o Records the need for a File transfer transaction o Allows monitoring of queue, re‐try on failure, & reporting Business Logic  o Methods for Queue processing, adding Files to Queue, etc. Copyright © 2010 Aras All Rights Reserved. Slide 12 aras.com
  • 13. 9.2 SP1 Installation Steps Install a 2nd (3rd, 4th,…) Vault Server Assign default Vaults to each User Install Innovator Scheduler for batch File transfers Add Rules to each Vault Files of Type X from this Vault should move to which Vault,  When, and under What circumstances Add events on Lifecycles Files attached to Documents that are released should be  replicated to a Vault at a remote manufacturing site Admin documentation will be released with the SP Copyright © 2010 Aras All Rights Reserved. Slide 13 aras.com
  • 14. 9.2 SP1 – Configuring a Rule Copyright © 2010 Aras All Rights Reserved. Slide 14 aras.com
  • 15. 9.2 SP1 – Configuring a Rule Copyright © 2010 Aras All Rights Reserved. Slide 15 aras.com
  • 16. Scenarios Examples Replicate all Files to all Vaults Replicate all Files added to one of the remote Vaults  R li t ll Fil dd d t f th t V lt to a single master Vault to simplify backups Replicate CATIA CAD files from Vault A to Vault B  when they are Released Replicate Files associated with a Product Line from  the US Vault to the Chinese Partner Vault Copyright © 2010 Aras All Rights Reserved. Slide 16 aras.com