Bring your data into Vault

There are different situations out there, such as load from file store, migration from a legacy data management system, or completing existing Vault, and more. Our Vault data loading tool masters also the most complex situations.

custom import

Import from your drive, migrate from legacy system, merge Vaults

bcpToolkit »

complete data

Complete the Vault file properties with data from a text file

dataLoader »

rule your data

Set all your Vault files into the appropriate category, with according properties

vaultRuler »

Get your stuff into Vault with the bcpToolkit

This is probably one of the best secrets kept by the Vault team. The Data Transfer Utility (DTU, aka VaultBCP) allows to import any size of data into Vault, in a reliable and complete way. This way, you can import files, items, bill of materials, including historical versions, and with all the related links.

We developed over the past years tools, that enables you to create and manipulate such BCP packages, and have combined them into our bcpToolkit.

Maybe you are new to Vault and need to import your current workspace into Vault. Maybe you are moving from your current data management system to Vault. Maybe you have multiple Vault that shall be merged together. For each situation, the bcpToolkit is the best way to solve this problem.

Import files from disk

If you have files on your disk, whether 50.000 or 500.000, or even more, the most efficient way is via the Vault DTU (aka BCP)

Vault comes with a cool tool called Vault Data Transfer Utility (DTU), which can handle physical files and XML-files for meta data, and so import even large amount of data in a fast, reliable and complete way. If done right, then all the files have the right references, are in the right folder, are in the right category, lifecycle and have all the properties set correctly.

PDF, DXF, DWG, ...

Migrate from another data management system

You like to move to Vault, but your data is locked into your current Data Management System?

In this case, you probably also want to carry over the history of your data. The bcpToolkit can create a Vault import package which contains all the history (revisions/versions) of your data, so that nothing will be left behind.

Merge Vaults together

You have more than one Vault and want to merge it to one company wide Vault? The bcpToolkit offers you tools for that too.

Merging Vault is possible . The shape of the source Vault must be made compatible to the target Vault, and file and folder conflicts must be resolved. The bcpToolkit offers you tools for identifying potential conflicts and manipulating the BCP (import package) before the import.

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Complete your vaulted files with properties via dataLoader

You have files in your Vault, and you also have meta data outside of your Vault in form of a text file, Excel or the like? You can either enter all this data manually, or rely on dataLoader!

dataLoader can takes a CSV-file, like an export from Excel, and completes all the according Vault files with the data from your text file.

Smart mapping

You can control which columns from the CSV file shall be mapped to which Vault file property. dataLoader will make a guess by matching names, but you will make the final tune.

Make sure that one of your columns contains the file name and let dataLoader reconcile the rows from the CSV with the according file in Vault.

PDF, DXF, DWG, ...

Iterative process

It might be that not all of your records in your CSV can be processes, as files cannot be found, files might be checked out, and the like. No problem! dataLoader will create a report with the problematic records, and you can fix the problems and re-run just those records.

This way, you can securely process a large amount of data, identify records with issues, address them, and re-run the process just with those records. dataLoader will create a new report, with problematic records, and you can redo the operation with the smaller and smaller dataset, until you reached the wished result.


Categorize your vaulted files via vaultRuler

Whether you just moved from Vault basic to Vault Workgroup/Professional, or you just changed your category settings in Vault, your existing files, still reflect the preivous conditions.
If you want to bring your files into the right category, then you either do it manually, or you go for vaultRuler.

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Apply the rules, retroactively

You have tons of files in your Vault, and they do not reflect the latest Vault configuration settings? vaultRuler will gently go over each file, and re-apply the category rules you have configured.

Just configure your Vault as you like, start vaultRuler, login, and he will do the remaining work for you, by going file by file and apply the category you have configured. No limit of files.

PDF, DXF, DWG, ...

Assign the right properties

with your category changes, you also reconfigured the property assignment? No problem, vaultRuler can also re-set the appropriate properties to the given file for the given category

Once vaultRuler is done with his work, your files will have all the correct properties, so that your team can work again as expected, without loss of time or unnecessaryconfusion.


You still have some questions?

In case you like to discuss your situation with our team of experts, feel free to reach out to info@coolorange.com with your situation, and we will schedule a call with you. There we can better understand where you are and where you like to go, identify the appropriate tools, define a strategy and either help you getting your problem solved.