topic Re: Migration of "Released" files with Task Scheduler in Vault Forum

Migration of "Released" files with Task Scheduler

karthur1 — Fri, 27 May 2016 14:45:16 GMT

I am using Vault Pro and I have many files that are set as "Released". I would like to migrate these files to Inventor 2017 using Autodesk Task Scheduler. I have a user account "migrator" that I have set-up to allow modification to the "Released" life cycle. Here is the way I have the user account setup.

I logged into Vault in TS and used the "Migrator" account..... then created a migration task with the folder that I want migrated. When the task ran, the error report that was generated shows that nothing was done. The "Vault Server Error" is thrown during the "Check-out" phase of the task.

The entire log file is attached. Am I using the wrong task or is there something else that is wrong with my workflow?

Thanks,

Kirk

Inventor 2017 RTM, Hotfix 1

Vault Pro 2017

Re: Migration of "Released" files with Task Scheduler

Senthil_Kumar — Tue, 31 May 2016 02:40:59 GMT

Kirk,

I get the "Vault Server Error" only when I used wrong permission settings. I see that the Lifecycle Process in the image is shown as "Basic". Are you sure that's the correct one? Or is it Flexible? Bring the "Lifecycle Definition" column and see which one you are using and also ensure that "Migrator" has the "Right" settings for that process. I tried it in 2017 and i am able to migrate the "Released" files using the "Right" persmission.

Re: Migration of "Released" files with Task Scheduler

karthur1 — Tue, 31 May 2016 13:39:16 GMT

Senthil,

I checked that the Lifecycle process was correct. I recorded a Screencast video (see below) of my steps. If you see something that I didnt show, let me know and I will get it to you.

Thanks,

Kirk

Re: Migration of "Released" files with Task Scheduler

Senthil_Kumar — Tue, 31 May 2016 14:10:30 GMT

Kirk,

I don't see the video. So please resend. Also can you please try a single Released file (Ensure that is NOT the content center file) and see if that works?

Re: Migration of "Released" files with Task Scheduler

karthur1 — Wed, 01 Jun 2016 15:31:26 GMT

Senthil,

No idea why it did not put the screen cast link there. The files I am working with are not CC files. It is an ipart however.

Here is the link to the Screen Cast

Thanks,

Kirk

Re: Migration of "Released" files with Task Scheduler

karthur1 — Thu, 02 Jun 2016 17:05:08 GMT

I also tried migrating a single non-ipart part that is has the lifecycle set to "Released". It gives me the same error in the log.

Here is a screencast of that one.

Kirk

Re: Migration of "Released" files with Task Scheduler

Senthil_Kumar — Fri, 03 Jun 2016 01:27:28 GMT

Kirk,

Thanks for the video. As per video everything looks OK. so i do not have any clue why is it failing. Someone from support should be able to look into your system and see what is going on.

BTW, When you log in as Migrator in Vault Explorer, are you able to Check out that released file?

Re: Migration of "Released" files with Task Scheduler

karthur1 — Mon, 06 Jun 2016 12:16:48 GMT

Senthil,

When I log-in as "Migrator" I can not check-out the file.

Thanks,

Kirk

Re: Migration of "Released" files with Task Scheduler

Senthil_Kumar — Mon, 06 Jun 2016 12:57:00 GMT

Kirk,

That confirms that the user doesn't have proper access to Released file. Please get that checked.

Re: Migration of "Released" files with Task Scheduler

reidmatthew — Tue, 07 Jun 2016 19:18:48 GMT

Kirk and I worked together outside this forum post to look into the user permissions. We found that we could get the desired and granular control over the particular files to migrate by manually overwriting the object and lifecycle based security on the target folders. See Manage Security Overrides for Files, Folders, and Custom Objects

Once the permissions were updated, the Migrator user was able to check out files as well as perform the Task Scheduler migration task properly.

Re: Migration of "Released" files with Task Scheduler

Senthil_Kumar — Wed, 08 Jun 2016 01:18:29 GMT

Thanks for the update Matt. Glad to know that you were able to help and resolve.

Re: Migration of "Released" files with Task Scheduler

karthur1 — Wed, 08 Jun 2016 11:56:41 GMT

Senthil,

We were able to do what I needed by using a different approach. We could not get the state-based security to work in the Life Cycle Definition as I describe in my original post.

Kirk

Re: Migration of "Released" files with Task Scheduler

karthur1 — Wed, 08 Jun 2016 14:20:21 GMT

Senthil,

The way that I am doing this now, is that I have to set the permissions on either a single folder or a single file. Matt called this "Granular" control. It works pretty well for me.

The only problem that I have with it, is that it does not allow me to change the permissions on several files at once. If I multi-select several files, then the "Details" are not available. It is pretty time consuming to change each individual file. Would it be possible to add the ability to change multiple files at once?

Thanks.

Kirk

Re: Migration of "Released" files with Task Scheduler

karthur1 — Wed, 08 Jun 2016 18:07:45 GMT

In order to get the state-based definitions to work, I had to remove the "Everyone" user from the security over-rides. Now I am able to check-out files that are in the "Released" state if I am using the Migrator account. This is a little easier to apply over a large group of files.

Kirk