To configure this feature:

1. Ensure Configuring CLM is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   clm_presentation__v	R	n/a	All fields	Read
   clm_presentation_slide__v	R	n/a	All fields	Read
   key_message__v	R	n/a	All fields	Read
   product__v	R	n/a	external_id__v	Read

Content admin users also need at least Read permission to any objects and fields referenced by the presentation, including custom objects and fields. For example, if the presentation is for a specific product and includes a survey, content admins users need at least Read object permission to the product__v and survey__v objects, as well as Read field permission to the external_id__v field and other appropriate fields.

6. Navigate to Admin > Configuration > Objects > CLM Presentations > Actions.
7. Select Create.
8. Select Copy to Another Vault.

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   clm_presentation__v	CRED	n/a	All fields	Edit
   clm_presentation_slide__v	CRED	n/a	All fields	Edit
   key_message__v	CRED	n/a	All fields	Edit
   product__v	CRED	n/a	external_id__v	Edit

Content admin users also need CRED object permission to any objects and Edit field permission to any fields referenced by the presentation, including custom objects and fields. For example, if the presentation is for a specific product and includes a survey, content admins users need CRED object permission to the product__v and survey__v objects, as well as Edit field permission to the external_id__v field and other appropriate fields.

For every clm_presentation__v record, any associated clm_presentation_slide__v and key_message__v records are copied to the target Vault. If any of the records exist in the target Vault, they are overwritten.

Duplicates are identified using each record’s external ID. The external ID must be populated on each of the source records for the new records to be created or updated successfully. The following ID fields for the supported objects are used:

• clm_presentation__v – presentation_id__v (must be unique)
• clm_presentation_slide__v – external_id__v
• key_message__v – media_file_name__v (must be unique)
• product__v – external_id__v

In order to ensure data integrity, the fields for the clm_presentation__v, clm_presentation_slide__v, and key_message__v objects in the source Vault should not be a subset of the fields on the target Vault. If there are more fields in the source Vault, a warning displays indicating there is no place to stamp the values of the extraneous fields in the target Vault.

To copy a presentation to another Vault:

1. Navigate to the appropriate clm_presentation__v record.
2. Select the More Actions button.
3. Select Copy to Another Vault.
4. Select the Destination URL for the target Vault.

Content admin users must have access to the target Vault using the same credentials as the source Vault. The source and target Vaults do not need to be in the same domain.

5. Select Copy to Another Vault to initiate the copying process.

If there are errors found in the source or target Vaults while initiating the copying process, the list of errors displays. Content admin users must fix all the errors before selecting Try Again to retry the process.

If there are warnings related to the target Vault or duplicated content, the list of warnings displays. Content admin users can address the warnings and select Recheck Warnings to refresh the list of warnings, or select Copy to Another Vault to continue copying the presentation without addressing the warnings.

If there are errors found in the target Vault during the process of copying the presentation, the list of errors displays. Content admin users must fix all the errors before selecting Try Again to retry the process.

When the presentation is successfully copied to the target Vault, a pop-up displays in the top right corner of the screen.