Supported Features and Behaviors

 
 
 

The Vault Data Transfer Utility supports importing and exporting various Vault behaviors and entity types.

However, it does not support all of the behaviors and entity types that Vault provides. The following tables show which entities and behaviors the Vault Data Transfer Utility supports for exporting and importing. In regards to Vault settings and administrative configurations, the Vault Data Transfer Utility is compared in the chart with the Vault Export Configuration command in the ADMS console.

Conseil For users who plan to export a package from Vault, it is recommended that you also export the Vault configuration file. As shown below, using both methods ensures an almost identical vault to the original.

Export a Vault Configuration

  1. In the Vault ADMS Console, select the Vault that you will export from using the Vault Data Transfer Utility.
  2. In the Actions drop-down menu, select the Export Configuration command.
  3. Provide a name and location for the configuration file.

  4. Create the export package using the Vault Data Transfer Utility.
  5. In the new location open the Vault ADMS console and create a new Vault.

  6. Give the Vault a new name and select Use a custom configuration file. Browse to the location where you saved the configuration (.cfg) file. Select OK to create the new Vault.
  7. Use the Vault Data Transfer Utility to import the package file into the vault created in the previous step.

Supported Vault Behaviors and Options

Behaviors and Options

Configuration Import/Export

Vault Data Transfer Utility

XML File

Users

Individual and Groups

 

 

 

 

Name

 

 

Vault

 

Password

 

 

 

 

Roles

 

 

Vault

 

Vaults

 

 

Vault

Windows Authentication

 

 

Vault

Categories

Files

 

 

Vault

Folders

 

 

Vault

Items

 

 

Vault

Custom Objects

 

 

Vault

Assignment Rules

 

 

 

Lifecycles (Files, Folders, and Custom Objects)

Definitions

 

 

Vault

Details

 

 

Vault

 

Names

 

 

Vault

 

File Security

 

 

Vault

 

Control

 

 

Vault

 

Comments

 

 

Vault

Transitions

 

   
 

Criteria

 

   
 

Actions

 

   
 

Security

 

   

Revisions

Definitions

 

 

Vault

Scheme

 

 

Vault

Properties

File

 

 

Vault

Folder

 

 

Vault

Item

 

 

Vault

Custom Object

 

 

Vault

Change Order

 

   

Reference Designator

 

 

Vault

Policy

 

   

Mapping

 

   

Security

Folder

   

Vault

Files

   

Vault

Lifecycle State

 

   

Replication (Ownership)

     

Custom Numbering Scheme

     

Report Management

     

Supported Vault Entities

Vault Entities

Bulk Loader

XML File

Folders

 

 

 

Files contained in Folder

 

Vault

 

Structure (Sub-folders)

 

Vault

 

Links (Projects)

 

Vault

Files

   
 

Versions

 

Vault

 

Revisions

 

Vault

 

Parent/Child Relationships

 

Vault

 

Attachments

 

Vault

 

User-Defined Properties

 

Vault

File Metadata

   
 

BomBlob

Export Only

Bomblob.ID

 

Components

 

BOMWrapper

 

Component Reference Designator

 

BCRDWrapper

 

Content Source Property Definitions

 

PropDefsWrapper

Change Orders

   

Items

   
 

Versions

 

Itemswrapper

 

Revisions

 

Itemswrapper

 

BOM

 

Itemswrapper

   

BOM Properties

 

Itemswrapper

   

BOM Property Definitions

 

PropDefsWrapper

 

File Links

 

Itemswrapper

 

Attachments

 

Itemswrapper

 

User-Defined Properties

 

Itemswrapper

 

Units of Measure

 

UOMWrapper

Custom Objects

   

Custom Object Definitions

   

CustomObjectWrapper

Custom Object Instances

   

CustomObjectWrapper

 

User-Defined Properties

 

CustomObjectWrapper

 

Links

 

CustomObjectWrapper