11 Replies Latest reply on May 25, 2012 10:34 AM by Chris Bassett

duplicating an existing vault

Chris Bassett May 23, 2012 11:01 AM

Is there a way I can duplicate an existing vault (the vault configuration and settings, but not the files themselves) in Enterprise PDM 2012?

I can recreate the folder structure myself, but I want to haver a 2nd "testing" vault for myself (to test proposed changes--without effecting our primary vault).

I've tried doing an export from the current "primary" vault but always have issues with exporting and importing. Is there a way that I can just tell PDM to copy the configuration of an existing vault?

Re: duplicating an existing vault

Chris Bassett May 23, 2012 1:11 PM (in response to Chris Bassett)

By the way, I've tried the method where it takes a .CEX export file and imports that into the newly created vault, but it encouters errors (in particular, saying the machine needs to have a local vault view before it can create the vault... which seems odd to me since you can't create a vault view for a new vault until it's created, unless it's implying something else.)
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- Re: duplicating an existing vault
  
  Steve Ostrovsky May 23, 2012 1:37 PM (in response to Chris Bassett)
  
  Exporting out a .cex is the best way way because it captures everything. But you can also just create an empty vault, call it Sandbox, then just drag/drop items from one vault to the next. Data Cards will capture variables, Templates will capture data cards. Workflows will capture variables, etc.
  
  Go ahead and let it create the local vault view since you'll need that anyway.
  
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  - Re: duplicating an existing vault
    
    Chris Bassett May 23, 2012 1:51 PM (in response to Steve Ostrovsky)
    
    The problem is that this is occuring when I'm creating the vault. I don't really have a way of allowing it to create the vault view from within the wizard (At least, from what I can see).
    
    Anyway, I can do a manual export and import, but it seems to choke on the Templates section. Everything else imports fine. Any suggestions there?
    
    The vault I"m exporting from exports the Templates just fine, it's just during the import on the new vault, it seems to stop with the vault view error.
    
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    - Re: duplicating an existing vault
      
      Steve Ostrovsky May 23, 2012 2:00 PM (in response to Chris Bassett)
      
      If the templates have files in them, those need to be saved somewhere. I'm guessing that might be the problem.
      
      Create the empty vault, then create the vault view, then import the templates.
      
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Re: duplicating an existing vault

Michael Dekoning May 23, 2012 3:34 PM (in response to Chris Bassett)

My experience has been that the only absolute, sure-fire way to duplicate a vault is to create a new empty vault and then restore a backup of the existing vault's database with the new vault's database name.
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Re: duplicating an existing vault

Joy Garon May 24, 2012 5:01 AM (in response to Chris Bassett)
Hi Chris,

If you are using another computer:
I would use the method we recommend for Beta (less copying the Archive files). (see attached PDF)

Regards,
Joy

Setting Up Duplicate Copy of File Vault.pdf 454.2 KB
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- Re: duplicating an existing vault
  
  Jason Capriotti May 24, 2012 10:37 AM (in response to Joy Garon)
  
  Be nice if you guys had a tool to easily copy and rename a vault. We have a test server and copying the production database over to it via the instructions is easy enough but we need a different vault name so we can have users test it. And you can't setup two local vault views with the same name (or can you).
  
  We go through a couple of extra steps to rename the vault in various tables.....guess we could script it in sql to automate but I'm not that good with SSMS yet.
  
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  - Re: duplicating an existing vault
    
    Joy Garon May 24, 2012 10:44 AM (in response to Jason Capriotti)
    
    Hi Jason,
    
    Yes, it would be nice.... No, you cannot have them both be the same name.
    
    Joy
    
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    - Re: duplicating an existing vault
      
      Chris Bassett May 24, 2012 1:00 PM (in response to Joy Garon)
      
      What I've ended up doing (so far) is just copying the rest of the vault (doing an export from the existing vault, and then an import into the new vault--everything except for the TEmplates). And then I'd just recreate the templates in the new vault (takes a little bit, but the only work around I can think of for now).
      
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      - Re: duplicating an existing vault
        
        Joy Garon May 25, 2012 9:06 AM (in response to Chris Bassett)
        
        Hi Chris,
        
        You can export the whole vault (including templates). Then, create a new empty vault, create a local view then import the cex file.
        You will still have to redo folder permissions, but the templates will be imported.
        
        Regards,
        Joy
        
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        Re: duplicating an existing vault
        
        Chris Bassett May 25, 2012 10:34 AM (in response to Joy Garon)
        
        Figured it out. I was trying to import the CEX file during the vault creation process (in the last step of the wizard) instead of just finishing the wizard, creating a vault view, and then doing the import.
        
        Thanks for the help.
        
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