Documents Migrations

Hi  All,

Can any one help me the process of migrating documents from one environment to the other.

Thanks,

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  • Hello,

    You mean documents uploaded by the end-user in a test environment to put it in another?

    It really depends what is your set-up. For instance, do you have a folder per record? Do you save the documentId or a folder id? are the documents named the same?

    Probably you will need to do a script to migrate. You need to consider that

    - Every document uploaded has a new document id, meaning you will need to re-do all references

    - Every folder in each environment has a unique folderid, meaning if you use it, you need to re-do all the references.

    Uploading the documents can be easy, you download from one environment and upload on the other, however most of the times that will be useless as you lose the references.

    It depends on your set-up, but probably the easiest is to do a CDT that contains metadata and that i saved in the DB and overwrite the names of the files from the source environment. Then, on the target environment use the same CDT import the DB data with the metadata. Use an script to upload multiple files and map your file name with your record.

    Cheers,

    Manuel

Reply
  • Hello,

    You mean documents uploaded by the end-user in a test environment to put it in another?

    It really depends what is your set-up. For instance, do you have a folder per record? Do you save the documentId or a folder id? are the documents named the same?

    Probably you will need to do a script to migrate. You need to consider that

    - Every document uploaded has a new document id, meaning you will need to re-do all references

    - Every folder in each environment has a unique folderid, meaning if you use it, you need to re-do all the references.

    Uploading the documents can be easy, you download from one environment and upload on the other, however most of the times that will be useless as you lose the references.

    It depends on your set-up, but probably the easiest is to do a CDT that contains metadata and that i saved in the DB and overwrite the names of the files from the source environment. Then, on the target environment use the same CDT import the DB data with the metadata. Use an script to upload multiple files and map your file name with your record.

    Cheers,

    Manuel

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