Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/MoveContent.htm

## Copying Presentations to Other Vaults

* Object Model

Content admin users can copy entire presentations from one instance of Vault CRM to another. When an agency completes development of a presentation in a development sandbox, the presentation can be copied to the customer’s test environment for review. Similarly, once the presentation is reviewed and ready for production, the presentation and all its components can be copied to production Vaults.

This functionality is only supported for content uploaded to Vault CRM via FTPS, not content managed in PromoMats/MedComms and synced to Vault CRM. See [Uploading Media Files for Key Messages](UploadMediaFile.htm) for more information.

**Who can use this feature?**

* Content Admin Users - Browser
* [Copy presentations to other Vaults](#Copying)
* Users do not require an additional license

### Configuring Copying Presentations to Other Vaults for

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in Source Vault](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../../ConfiguringCLM/CLMBasicConfig.htm) 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**.

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in Target 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.

### Copying Presentations to Other Vaults as

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in Source Vault](#)

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 **All 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.

### Related Topics

[Copying Presentations with Slides and Key Messages](CloneContent.htm)

[Uploading CLM Content via FTPS](UploadContentFTPS.htm)

[Uploading Media Files for Key Messages](UploadMediaFile.htm)