Extract Metadata and Files with Vault Loader

Vault Loader allows you to export fields, values, and files for documents, document relationships, object records, users, and groups in CSV format. Many users utilize these exports to create a template for CSV input files when creating, updating, or “upserting” Vault data. You can also use the extracts for detailed data analysis and processing in another application, or for migrating data into another Vault.

To extract metadata and files from your Vault:

1. From the app family-specific Admin area’s Loader tab, navigate to the Extract page.

   

2. Select an Object Type.

   

3. Optional: If extracting document metadata, use the Document Type picklist to filter your export to a specific document type, subtype, or classification.

   

4. Optional: Select any of the following customizations:

   • Include Non-editable Fields: Non-editable fields include data like creation dates and modification dates. Extracting all fields and values provides you with a more complete record of the data in your Vault, which is useful for data analysis in other applications.
   • Only Extract Column Headers: Only extract field names. This kind of extract provides you with an input file template to which you can add values to create new records.
   • Include Source Files and Include Renditions: Only available when extracting documents and document versions, these options extract the source files and/or renditions associated with a document or a document version to your Vault’s file staging server. When an export includes documents or document versions with multiple rendition types and you select the Include Renditions checkbox, the CSV output includes a separate row for each rendition type.
   • Override Default Column Selection: Opens a column selection pane allowing you to move fields between the Available Columns box and the Selected Columns box. This checkbox is not available for extracts where the Object Type is Users.

   

5. Click Extract.

   

After you click Extract, Vault begins processing the request. When finished, you’ll receive a Vault notification and email with request details and CSV output files.

Extract Types & Limits

Vault Loader can also hit a limit in terms of query size (50,000 character maximum). If you see this error, update your extract settings to include fewer fields, for example, by not including non-editable fields or by choosing specific fields to include.