5 Replies Latest reply on Sep 2, 2015 9:46 PM by Chris B.

    EPDM Vault - Fresh Start Strategy?

    Chris B.

      Our company has an EPDM Vault, but has had no rules on how to use it.  So things are a mess from 5 years of random use.  There is one workflow, which we no longer want.  And file history, which we do want.

       

      Goal: 

      4 brand new workflows set up (one for each division of the company, with their own requirements)

      Existing workflow goes away (deleted or hidden but not in use)

      All unnecessary files deleted (cleaned up)

      New folder structure - all remaining files moved into their new correct location

      Remaining files switched from old workflow to new workflow(s)

      File history kept for all files.

       

      Can anyone point me towards the best way to achieve this?

       

      Should we

      -Create a brand new vault with new workflows etc and move all parts into that?

      -Create new folder structure within old vault, move files around, and apply new workflows in old vault?

      -Other?

       

      I'm creating the new workflows in a test vault, but am not sure how to proceed once those workflows are complete.

       


      Grateful for any guidance

      Thanks

      Chris

        • Re: EPDM Vault - Fresh Start Strategy?
          Chris B.

          Update:  I've been advised of a potential way to do it is this:

           

          -clone existing vault

          -practice all workflow modifications, etc in that cloned vault

          -manually re-create all of those successful mods or new workflows in the existing old vault

          -have a "workflow link" from old workflow into new ones

          -manually transition all files from whatever state they're in now into corresponding states in the new workflows

           

          Was told to avoid porting files over to a new vault because they would lose their history