Copying a cloud vault

Important information

  • This is a preview version of the functionality. This means that it has some limitations and it is possible that it does not operate correctly in all cases. The functionality is in active development and will be improved in the next releases. Current limitations:
    • It is not possible to copy the structure and content of a vault with over 10 GB of file data.
    • It is not possible to copy vaults that use Azure Key Vault for file encryption.
    • The new vault uses dtSearch as the search engine. This applies also if the original vault uses Smart Search.
    • Applications are disabled in the new vault.
    • It is not possible to copy a vault to a different region.
    • It is not possible to change the service type from isolated to multi-tenant.
    • It is not possible to change the M-Files subscription for the new vault.
  • The server must use M-Files April '24 Update (24.4.13592.4) or later.

To copy a vault:

  1. Log in to M-Files Manage at https://manage.m-files.com.
  2. In the left-side page navigation, select Vaults.
    Result:The Vaults page opens.
  3. Select a vault name.
    Result:The vault information is shown.
  4. In the top-right corner of the vault information, select the three-dot menu ().
  5. Select Copy vault.
    Result:The Copy vault dialog opens.
  6. Enter information for the new vault.
    M-Files uses the entered or selected values to automatically fill subsequent fields or show the available options for them.
    Some fields cannot edited. For more information about limitations, see important information.
    1. In Data to copy, select whether you want to copy the vault with or without vault content.
      To create a full copy of the vault, select Content and structure. If you select Structure only, these items are copied: object types, value lists, property definitions, classes, class groups, views, workflows, metadata structure translations, event handlers, and applications.
    2. In Vault name, enter a name for the vault.
      You can use upper and lower case alphabets from A to Z, numbers from 0 to 9, hyphens, underscores, and spaces.
    3. In Vault address, enter a unique name, sometimes called a domain name, as the first node.
      The address can only contain letters, numbers, and hyphens. A hyphen cannot be the first or the last character.
  7. Select Copy.

It will take some time to create the vault. If there is a lot of data to copy, the process can take several hours to complete.

You can monitor the progress of the vault creation on the Vaults page. The progress icon () shows you the completion level of the operation. When the vault is ready, the complete icon () is shown instead. M-Files Manage will also show you a success message, unless you refresh the page during the vault creation.

You will automatically get the full control rights to the vault. When the vault is created, you can access the vault in M-Files Web. To do this, select the vault address link and enter your credentials.