Note: This feature is only available in PromoMats and MedComms Vaults and must be enabled on each Vault.
Vault provides easy-to-use functionality for copying a multichannel presentation binder, its slide documents, its sub-presentations, and its shared resources from one Vault to another. This feature is sometimes called Vault to Vault Migration.
## How to Copy to Another Vault
To copy a multichannel presentation to another Vault:
1. Open the Doc Info page for your multichannel presentation binder.
2. Select **Copy to Another Vault** from the document **Actions** menu.
3. Wait for the validation process to complete.
4. In the **Target Vault URL** field, enter the URL of the Vault to which you are copying the presentation.
5. In the **User Name** and **Password** fields, enter login information for the target Vault. _Copy to Another Vault_ does not support Single Sign On (SSO).
6. Optional: Set the **Select Target Presentation** checkbox. Once selected, Vault retrieves a list of presentations from the target Vault that you can access in the target Vault. From the **Target Presentation** drop-down list, specify a presentation that you wish to copy content to.
7. Click **Validate** to open the summary page.
8. Click **Copy**.
When the copy action is complete, you receive an email notification. The **Source Vault Link** document field lets users in the target Vault see where copied documents originated.
## Select Target Presentation {#target}
When you set the **Select Target Presentation** checkbox, Vault allows you to select a specific presentation in the target Vault to copy created content to. This is useful for copying content to a presentation that's already related to a storyboard. Note that when using this feature, Vault does not migrate the _Multichannel Presentation_ binder and all its fields, but only migrates the slides.
## Validation {#validation}
After you initiate the **Copy to Another Vault** action, Vault first validates the source presentation to ensure that it meets a set of requirements for copying, for example, that all referenced objects have an External ID specified. Once validated, you must provide login information for the Vault to which you are copying. _Copy to Another Vault_ does not support Single Sign On (SSO).
To pass validation:
* The presentation must have the _Multichannel Presentation_ or _Presentation_ document type.
* Documents in the presentation must have the _Multichannel Slide_ or _Slide_ document type.
* Objects and object records referenced in the presentation must exist in both the source and target Vaults and have identical **External ID** values. Note that for the _Country_ field, Vault uses the value from the _Abbreviation_ field rather than _External ID_.
* Fields marked as required in the target Vault cannot be blank for the original binders and documents.
* Filenames cannot include special characters (**=**, #. ?, etc.).
If validation fails, Vault displays the list of errors that must be corrected. See your Admin to correct any errors. You cannot complete the process until all errors have been fixed.
## Summary {#summary}
After validation, Vault displays a summary page to confirm all proposed changes to the target Vault and allows you to identify the documents that the action will create or version.
## Copy to Another Vault Details
When you use **Copy to Another Vault**, there are some items that Vault copies and some that are auto-generated in the target Vault. There are some items that are not included at all.
### Copied Elements
This action copies the following items from the source Vault to the target Vault:
* Multichannel presentation binder (except when selecting a _Target Presentation_)
* All slide documents within the presentation
* All _Related Sub Presentation_ binders and _Related Shared Resource_ documents
If the multichannel presentation or its contents already exist in the target Vault, this action automatically versions them and puts them into the lifecycle's _Starting_ state.
### Auto-Generated Elements
When complete, Vault automatically generates these items in the target Vault, rather than copying from the source Vault:
* Viewable Renditions
* Veeva Distribution Packages
* CLM Video Distribution Packages
### Elements Not Included
The Copy to Another Vault action does not copy or generate the following elements:
* Document attachments
* CrossLink documents
* Custom Relationships
* Product Group relationships (from CRM Vault Metadata Sync)
### CRM Metadata Sync
Note the following when using CRM Metadata Sync:
* Vault only copies both _CRM Product_ and _CRM Detail Group_ objects if the _CRM Org_, _CRM ID_, and _External ID_ match between the source and target Vaults.
* If the _Survey_ and _Directory_ object records in the source Vault do not have the _CRM Org_ and _CRM ID_ fields populated, those fields cannot be populated in the target Vault. In this instance, Vault will only need to have the _External ID_ populated.
## Related Permissions
To successfully copy a _Multichannel Presentation_ binder to another Vault, you must have a login on the target Vault. On the target Vault, you need the following permissions:
| Type | Permission Label | Controls |
| --- | --- | --- |
| Document Type (Multichannel Presentation) | Create Binder | Ability to create a _Multichannel Presentation_ binder using the Multichannel Loader |
| Document Type (Multichannel Slide) | Create Document | Ability to create a _Multichannel Slide_ document using the Multichannel Loader |
| Document Role | Edit Fields | Ability to update document field values or renditions for an existing document or binder |
| Document Role | Edit Document | Ability to update the ZIP file on an existing document |
| Document Role | Version | Ability to version an existing document or binder, which occurs automatically when you update via the Multichannel Loader |
| Document Role | Start Workflow | Ability to use the Create Presentation action on a document (if Atomic Security for Documents: Active Workflow Actions is _not_ enabled) |
| Document Role | Multi-Channel Actions | Ability to use the Create Presentation action on a document (if Atomic Security for Documents: Active Workflow Actions is enabled) |
On the source Vault, you need the following permissions:
| Type | Permission Label | Controls |
| --- | --- | --- |
| Document Role (Multichannel Presentation) | View Document | Ability to access the _Multichannel Presentation_ binder in the source Vault |
| Document Role (Multichannel Slides) | Download Source | Ability to copy the source file for each _Multichannel Slide_ document to the target Vault |