Copying a Document Vault

You can use the Copy Document Vault operation to create a copy of a document vault. You can copy a document vault in its entirety or select specific data components to be included in the copy.

For example, if you have found the structure of an old document vault useful and want to copy it to a new vault without the actual content, you can easily do this by copying the vault structure only. This way you can utilize, for instance, the sample vault included in the M-Files installation.

Complete the following steps to copy a document vault:

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, select the document vault of your choice.
  4. Right-click the vault and select Operations > Copy Document Vault... from the menu bar.
    The Copy Document Vault dialog is opened.
  5. In the Name field, enter a name for the copy of the document vault.
  6. Click Define... to define the the vault data location on the server to which you want to copy the document vault.
    The Document Vault dialog is opened.
  7. Click the ... button to browse for the vault data location.
  8. Optional: If you need to define a separate location for file data, do the following steps:
    1. Click Advanced.
      The Advanced dialog is opened.
    2. Check the Separate location for file data option check box.
    3. Click the ... button to browse for the separate location for file data.
    4. Click Set Account for File Data... if you need to define a separate account for copying file data.
    5. Click OK to close the Advanced dialog.
  9. Once you have defined the location for the document vault copy, click OK to close the Document Vault dialog.
  10. In the Data to copy section, select the vault data components that you want to copy.
    You can click All to select all components or Structure Only to select only the structure components of the vault.
    If the Documents and other objects option check box is checked, for troubleshooting purposes you may exclude file data from the vault copy by clicking Advanced... and checking the Exclude file data from the vault copy option check box.
  11. Click OK to copy the vault.

Results

The selected components of the document vault are copied to the location that you have defined.
© M-Files Corporation 2016
Last updated 10/2016