Creating a new vault

A vault is a repository for related documents and their metadata within TeamWork. Each TeamWork application server can have any number of vaults, limited only by the server computer hardware. A vault consists of a database that contains the document metadata and a file system folder structure that contains the document files. These files are called stream files. Stream files include all document revisions, thumbnails, and redlines. The vault database contains all document metadata (properties), vault configuration settings (Navigation views, document types, workflow definitions, and so on), templates, and custom extensions. A vault can be configured with the TeamWork Configurator to meet the requirements of a single product, project, workgroup, department, or the entire enterprise. For more information on vault configuration, see the BlueCielo TeamWork Configuration Guide.

But before it can be configured, the vault must be created. After the vault has been created, the TeamWork Administrator tool can be used to create, run, and schedule essential maintenance tasks.

To create a new vault:

1. In TeamWork Administrator, click EDM Server in the left pane. The existing vaults are listed in the right pane.
2. Click Next. The Vault Name and Database Engine Type page appears.

3. Type a name for the new vault.

   Note    If the TeamWork server is a member of a Novell Netware network, do not use spaces in the name.

4. Make a selection from Database engine. The available database engines are those that were selected when TeamWork was installed on the server and that have registered licenses.  For TeamWork, the only choice is Hypertrieve.

   Click Next to continue. The How to Initialize the Vault page appears.

5. Click options or type values using the descriptions in the following table.

   Vault initialization options

   Option	Description
   Create empty vault	Creates an empty vault containing no documents or configuration information. Select this option if you will be importing an existing vault configuration file or will configure the vault manually. For information on configuring an empty vault, see the BlueCielo TeamWork Configuration Guide.
   Maintain history	Retains all revisions of documents that are changed within the Main area of the vault. Otherwise, only the latest revision will reside in the vault. This option uses more disk space. To remove unused revisions, they can be archived as described in Archiving documents or removed as described in Removing vault history. For information on not using history for mechanical industry applications, see the BlueCielo TeamWork User's Guide.
   Import contents of another vault	Imports the documents and configuration settings from an existing vault into the new vault. Select this option if you want to create a replica of an existing vault for testing, development, or similar purposes. Note    This option cannot be used to import a vault from an earlier version. The recommended task is described in About moving a vault.
   Source vault	Select the source vault to import into the new vault. To exclude specific properties from the source vault, see Excluding existing property values when importing a vault.
   Copy stream files	Copies the document files of the source vault to the new vault. This makes the new vault an independent replica of the source vault. Be sure adequate free disk space exists to duplicate all of the source vault’s files.
   Use existing stream files	Causes the new vault to use the existing document files of the source vault instead of copies. This makes the source vault and the new vault both dependent on the same document files. Select this option only if the source vault will be abandoned. Do not select this option if the source vault will continue to be used. Otherwise, revision conflicts will occur between revisions made in both vaults.

   Click Next to continue.

6. If the Create empty vault option is enabled, Click options or type values using the descriptions in the following table. Otherwise, skip to step 9.

   Configuration import options

   Option	Description
   Do not import configuration data into the new vault	Select this option to leave the configuration of the new vault empty so that you can begin manual configuration.
   Import configuration data from  a template	Imports an existing vault configuration (.MET) file during vault creation. Vault configuration files are exported from the TeamWork Configurator as described in the BlueCielo TeamWork Configuration Guide.
   Path of environment template file	Type the path to an existing vault configuration file or click Browse and select a file.

   Click Next to continue.

7. Click options or type values using the descriptions in the following table.

   Database engine options

   Option	Description
   Path for database files	This option appears only if the HyperTrieve database engine is selected. Type a path where the files created by the database engine should be stored or click Browse and select a folder. This location must have adequate free space for all of the metadata that will be created during the import, plus future growth. For guidelines on estimating the space required and location options, see Understanding document storage space requirements.
   Path for content (stream) files	Type a path where the files created by the database engine should be stored, or click Browse and select a folder. This location must have adequate free space for all of the document files that will be created during the import and their future revisions, plus space for future growth. For guidelines on estimating the space required and location options, see Understanding document storage space requirements. The content (stream) files may be located on a separate file server or network storage device by specifying a UNC path. For more information on using a separate storage location, see About TeamWork deployment strategies. Note    If content indexing will be enabled for the vault, storing content files at a UNC location requires that the indexing service reside on the TeamWork application server and a registry value modified as described in Configuring content indexing.

   Click Next to continue. The next Configure Database Engine page appears.

8. Select database cache size values using the descriptions in the following table.

   Database cache options

   Option	Description
   Relative cache size	Type a percentage of the total database size that should be held in cache memory. Larger numbers generally result in better performance. This setting will ensure that an optimum amount of data is cached as the vault grows over time.
   Maximum cache size	Type the maximum amount of cache memory to be allocated to this vault. This setting limits the size of the vault cache so that it does not consume too much of the server’s memory.

    

   Note    These settings can be adjusted later. For more information on optimizing vault performance, see Optimizing performance .

   Click Next to continue.

9. Select database configuration settings using the descriptions in the following table.

   Hypertrieve database options

   Option	Description
   Maximum size of the database log	Accept the default unless an existing vault will be imported, in which case type a larger value or increase the value of Minimum time between snapshots so that snapshots are not performed during the import, which can delay import completion.
   Minimum time between snapshots (minutes)	Accept the default or type a larger interval so that snapshots are not performed during large imports or during production hours, if necessary.

   Click Next to continue. The next Completing the New Vault Wizard page appears.

10. Confirm the settings that are shown and click Finish to begin vault creation. Depending on the options selected, vault creation can take several minutes or many hours.