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duplicating an existing vault

Question asked by Chris Bassett on May 23, 2012
Latest reply on May 25, 2012 by Chris Bassett

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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?

Joy Garon

May 25, 2012 9:06 AM

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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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Chris Bassett May 23, 2012 1:11 PM
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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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- Steve Ostrovsky @ Chris Bassett on May 23, 2012 1:37 PM
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  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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  - Chris Bassett @ Steve Ostrovsky on May 23, 2012 1:51 PM
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    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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    - Steve Ostrovsky @ Chris Bassett on May 23, 2012 2:00 PM
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      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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Michael Dekoning May 23, 2012 3:34 PM
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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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Joy Garon May 24, 2012 5:01 AM
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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
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- Setting Up Duplicate Copy of File Vault.pdf454.2 KB
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- Jason Capriotti @ Joy Garon on May 24, 2012 10:37 AM
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  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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  - Joy Garon @ Jason Capriotti on May 24, 2012 10:44 AM
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    Hi Jason,
    
    Yes, it would be nice.... No, you cannot have them both be the same name.
    
    Joy
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    - Chris Bassett @ Joy Garon on May 24, 2012 1:00 PM
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      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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      - Joy Garon @ Chris Bassett on May 25, 2012 9:06 AM
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        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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        Chris Bassett @ Joy Garon on May 25, 2012 10:34 AM
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        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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