About Document Migration Mode

Document Migration Mode allows you to easily migrate large numbers of documents by relaxing some constraints that Vault typically enforces. For example, you can create documents in any lifecycle state and manually set the name, document number, and version number in your CSV input file.

You can apply Document Migration Mode to new documents that you create or existing documents that you update using the Vault REST API, Vault Loader, or the Vault Loader Command Line Tool. All other documents will continue to operate as usual. You must have the Vault Owner Actions: Document Migration permission to apply migration mode using these options.

Note: Document Migration Mode is separate from Configuration Mode and has different functionality.

When Document Migration Mode is enabled, Vault allows you to set or edit values for fields that are normally not editable when creating and updating documents.

Action	Fields Where Constraints are Bypassed
Create Documents	`name__v` `major_version_number__v` `minor_version_number__v` `document_number__v` `status__v`
Update Documents	`document_number__v`
Create Document Versions	`name__v` `major_version_number__v` `minor_version_number__v` `status__v`
Update Document Versions	`document_number__v`
Add Document Renditions^*	`major_version_number__v` `minor_version_number__v` `rendition_type__v`

^*You must apply Document Migration Mode when adding renditions.

How to Use Document Migration Mode

Documents API

The Vault REST API’s Create Multiple Documents, Create Multiple Document Versions, Update Multiple Documents, and Add Multiple Document Renditions endpoints allow the X-VaultAPI-MigrationMode header, which applies Document Migration Mode to any document created or updated in that request.

Vault Loader API

Use the Vault REST API’s Load Data Objects endpoint and set the documentmigrationmode parameter to true.

Vault Loader UI

When creating or updating documents in bulk with Vault Loader, select the Document Migration Mode checkbox to apply migration mode. You can only select the checkbox if the Object Type is Documents, Document Renditions, Document Versions, or Documents, Versions, Roles.

Vault Loader CLI

Use the -documentmigrationmode parameter in the Vault Loader Command Line tool.

Limitations of Document Migration Mode

When you create or update documents via an API call or Vault Loader import where you apply Document Migration Mode, some Vault functions are limited and may require an additional step after the upload is complete. The following limitations apply only to the documents created or updated with Document Migration Mode applied:

Limitation	After creating or updating documents
Disables automatic application of Legal Hold on documents	Re-apply Legal Hold to the intended documents
Disables video file rendering	Contact support to request re-rendering of the affected video files
Disables continuous EDL matching to documents	Re-apply EDL matching to the affected documents
Disables controlled document template creation	Controlled document template creation returns to normal.
In Sandbox Vaults only: Disables indexing for full-text search of documents that are migrated with the `X-VaultAPI-MigrationMode` API header.	Full-text search of documents returns to normal
In Sandbox Vaults only: OCR indexing is disabled for documents created with the `X-VaultAPI-MigrationMode` API header.	OCR indexing of documents returns to normal
Vault does not execute Event Actions for documents uploaded via API or Vault Loader.	Event Action execution returns to normal.
In Vault Training, the E-learning Standard field value is not set.	The E-Learning Standard field value is set.