Defining a Scheduled Export

Steps

Open M-Files Admin.
In the left-side tree view, expand the desired connection to M-Files Server.
In the left-side tree view, expand the document vault of your choice.
Still in the left-side tree view, select the Content Replication and Archiving node.
The content replication and archiving features are displayed in the right-side pane.
Click New Scheduled Export... on the task area.
The Scheduled Job Properties dialog is opened.
In the Description field, type in a name for the scheduled export job.
Click Schedule to define a schedule for the export job.
The Define Schedule dialog is opened.
Define the appropriate schedule using the available options and click OK to close the Define Schedule dialog.
The schedule option When idle is not supported in M-Files.
On the Package Location tab, define the location for the content package.
1. Click the ... button to define a temporary local folder for the content package.
2. Optional: Click Set Account... to define the user account to be used for saving the content package to the selected local folder.
  You need to use a user account that has write permissions to the selected local folder.
Optional: Still on the Package Location tab, enable the Use replication via cloud storage option to export to a cloud storage location.
1. In the Connection string field, enter the provided connection string for connecting to the cloud storage.
  If you do not yet have the connection string, click Get... to obtain one. This opens up a preformatted e-mail message to be mailed to M-Files customer support.
2. In the User-specified folder name field, enter a folder location in the cloud storage that will be used for exporting from one vault and importing to another.
3. In the User-specified password for encryption field, enter a password of your choice that will be used for encrypting content packages. The same password must be used for exporting and importing the same packages.
On the Objects and Files tab, enable the Export objects and files option by checking the check box and select the Export existing objects option.
For more information about the options on this tab, see Export Objects and Files.
Note:
If the Export only changes since latest run option is enabled, only the files and objects that are new or have changed since the given date and time are exported. If you are exporting metadata structure elements while this option is enabled, the elements are not exported unless there have been changes made to files or objects.
Thus if you want to export metadata structure elements regardless of whether objects or files have been changed, it is recommended to do either of the following operations:
- Export the metadata structure separately.
- Disable the Export only changes since latest run option if metadata structure elements are to be exported alongside objects and files. Note that if you do not limit the scope of the export in any way, it may take a considerable amount of time to complete the export job.
Optional: To define the conditions that objects must meet in order to be exported, enable the Use a search filter option by checking the check box and click the Define... button.
1. In the Define Filter dialog, define the conditions that objects must meet in order to be exported and click OK once you have defined all the necessary conditions.
On the Structure tab, enable the Export structure option and either:
1. Check the All Elements option to export all metadata structure elements.
  or
2. Check individual metadata structure elements on the list to define individually the elements to be exported.
Click OK to save the scheduled export job and close the Scheduled Job Properties dialog.

Results

The scheduled export job that you have just defined is added to the Scheduled Export and Import list and will be run according to the defined schedule.