Use the command line arguments and parameters in this reference to load data to your Vault or extract data from your Vault in bulk. This article lists actions and parameters available in the Vault Loader Command Line Tool. For information on getting started with the Vault Loader Command Line Tool, including installation and authentication, see Using the Vault Loader Command Line Tool. For information on using the Vault Loader Command Line Tool to manage your Vault’s file staging server, see the Vault Loader File Staging Command Line Tool Reference.


Create Documents

Before starting, upload document source files or renditions to the staging server. If you do not provide source files, documents are created as placeholders. Prepare the CSV input file.

Action Parameters Example
-createdocument -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createdocument
-csv docs_for_upload.csv
-m vault_vph_fields.csv

Update Documents

This action updates document fields on existing documents using the values you provide in the CSV. Before starting, prepare the CSV input file.

Action Parameters Example
-updatedocuments -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -updatedocuments
-csv docs_for_upload.csv
-m vault_vph_fields.csv

Add Document Versions

This action creates new versions for an existing document. Before starting, upload all source files to the staging server and prepare the CSV input file.

Action Parameters Example
-createversions -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createversions
-csv docs_for_upload.csv
-m vault_vph_fields.csv

Add Document Renditions

This action adds new renditions to existing documents. Before starting, upload all files to the staging server and prepare the CSV input file.

Action Parameters Example
-createrenditions

-csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createrenditions
-csv new_renditions.csv
-m vault_vph_fields.csv

Create Document Attachments

This action adds new attachments to existing documents. If the attachment already exists, Vault uploads the attachment as a new version of the existing attachment. Before starting, upload all files to the staging server and prepare the CSV input file.

Action Parameters Example

-createdocumentattachments

-csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createdocumentattachments

-csv new_attachments.csv

-m vault_vph_fields.csv

Delete Document Attachments

This action removes attachments from existing documents. Before starting, prepare the CSV input file.

Action Parameters Example

-deletedocumentattachments

-csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -deletedocumentattachments

-csv attachments_to_delete.csv

-m vault_vph_fields.csvs

Create Document Relationships

This action creates new document relationships using details from the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-createrelationships -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createrelationships
-csv supporting_docs_2017.csv

Export Document Relationships

This action exports document relationship metadata.

Action Parameters Example
-exportrelationships

-csv [CSV]

-type [TYPE]

-subtype [SUBTYPE]

-classification [CLASSIFICATION]

-noneditable

-headers

-where [WHERE]

-columns [COLUMNS]

java -jar VaultDataLoader.jar createrleationships
-exportrelationships
-csv supporting_doc_relationships.csv
-type References
-where "product__v='wonderDrug'"

-columns created_by__v

Delete Document Relationships

This action deletes existing document relationships identified in the CSV file. Before starting, prepare the CSV input file.

Action Parameters Example
-deleterelationships -csv [CSV]

-includefields

java -jar VaultDataLoader.jar -deleterelationships
-csv delete_supporting_doc_relationships.csv

Update Document Roles

This action updates the users assigned to roles on specific documents. Before starting, prepare the CSV input files.

Action Parameters Example
-updateroles -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -updateroles
-csv new_doc_roles.csv
-m vault_vph_fields.csv

Remove Users from Document Roles

This action removes users from roles on specific documents. Before starting, prepare the CSV input files.

Action Parameters Example
-deleteroles

-csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -deleteroles
-csv remove_from_doc_roles.csv
-m vault_vph_fields.csv

Export Documents

This action exports document field values, renditions, and/or source files for all documents or documents that meet your criteria. Extracted metadata uses the specified CSV file. Exported files go to your file staging server. You can also use this action to export document field names as column headers without data.

Action Parameters Example
-exportdocuments -csv [CSV]

-type [TYPE]

-subtype [SUBTYPE]

-classification [CLASSIFICATION]

-headers

-columns [COLUMNS]

-source

-renditions

-allversions

java -jar VaultDataLoader.jar
-exportdocuments
-csv doc_extract.csv
-source
-type Resources
-where "product__v='wonderDrug'"
-columns created_by__v,title__v

Exporting Source Files & Renditions

When exporting files using -renditions and/or -source, Vault Loader can only export 2,000 files in a single action. You can refine your export by document type or using the WHERE clause. When an export includes documents with multiple rendition types and you include -renditions, the CSV output includes a separate row for each rendition type.

Create Users

This action creates new users using details from the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-createusers -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createusers
-csv user_onboarding.csv
-m vault_vph_fields.csv

Update Users

This action updates details for existing users using the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-updateusers -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -updateusers
-csv user_update.csv
-m vault_vph_fields.csv

Upsert Users

This action creates new users and updates details for existing users using the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-upsertusers -csv [CSV]

-m [MAPPING]

-idParam [FIELD]

java -jar VaultDataLoader.jar -upsertusers
-csv user_update.csv
-m vault_vph_fields.csv

Export Users

This action exports user metadata.

Action Parameters Example
-exportusers -csv [CSV]

-columns [FIELD]

-where [WHERE]

-headers

-noneditable

java -jar VaultDataLoader.jar -exportusers
-csv users_12-15-15.csv
-noneditable
-where "active__v='false'"
java -jar VaultDataLoader.jar -exportusers
-csv users_names.csv
-columns first_name__v,last_name__v

Create Groups

This action creates new groups using details from the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-creategroups -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -creategroups
-csv group_import.csv
-m vault_vph_fields.csv

Update Groups

This action updates existing groups using details from the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-updategroups -csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -updategroups
-csv group_update.csv
-m vault_vph_fields.csv

Upsert Groups

This action updates existing groups using details from the CSV file you provide. Before starting, prepare the CSV input file.

Action Parameters Example
-upsertgroups -csv [CSV]

-m [MAPPING]

idParam [FIELD]

java -jar VaultDataLoader.jar -upsertgroups
-csv group_import.csv
-m vault_vph_fields.csv

Export Groups

This action exports group metadata.

Action Parameters Example
-exportgroups -csv [CSV]

-columns [FIELD]

-headers

-noneditable

java -jar VaultDataLoader.jar -exportgroups
-csv groups_2015.csv
-noneditable

Export Object Records

This action exports record metadata for a specific object.

Action Parameters Example
-export [OBJECT NAME] -csv [CSV]

-where [WHERE]

-columns [FIELD]

-headers

-noneditable

java -jar VaultDataLoader.jar
-export product__v
-csv prod_exp.csv
-where "name__v like 'Ad%'"
-columns name__v
java -jar VaultDataLoader.jar
-export product__v
-headers

Create Object Records

This action creates new object records for a specific object. Before starting, prepare the CSV input file.

Action Parameters Example
-create [OBJECT NAME] -csv [CSV]

-m [MAPPING]

-recordmigrationmode

java -jar VaultDataLoader.jar
-create product__v
-csv new_prods.csv
-m vault_vph_fields.csv

Update Object Records

This action updates existing object records with data from the provided file. Before starting, prepare the CSV input file.

Action Parameters Example
-update [OBJECT NAME] -csv [CSV]

-m [MAPPING]

-recordmigrationmode

java -jar VaultDataLoader.jar
-update product__v
-csv update_prods.csv
-m vault_vph_fields.csv

Upsert Object Records

This action updates existing object records or creates new records from the provided file. Before starting, prepare the CSV input file.

Action Parameters Example
-upsert [OBJECT NAME] -csv [CSV]

-m [MAPPING]

-idParam

-recordmigrationmode

java -jar VaultDataLoader.jar
-upsert product__v
-csv update_prods.csv
-m vault_vph_fields.csv
-idParam external_id__v

Delete Object Records

This action deletes existing object records identified in the CSV file. If deleting specific records, prepare the CSV input file. If deleting all records, you don’t need to provide an input file.

Action Parameters Example
-delete [OBJECT NAME] -csv [CSV]

-all

java -jar VaultDataLoader.jar
-delete product__v
-csv prods_to_delete.csv
java -jar VaultDataLoader.jar
-delete product__v
-all

Create Object Record Attachments

This action adds new attachments to existing object records. If the attachment already exists, Vault uploads the attachment as a new version of the existing attachment. Before starting, upload all files to the staging server and prepare the CSV input file.

Action Parameters Example

-createattachments [OBJECT NAME]

-csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -createattachments product__v

-csv new_attachments.csv

-m vault_vph_fields.csv

Delete Object Record Attachments

This action deletes existing attachments from object records. Before starting, prepare the CSV input file.

Action Parameters Example

-deleteattachments [OBJECT NAME]

-csv [CSV]

-m [MAPPING]

java -jar VaultDataLoader.jar -deleteattachments product__v

-csv attachments_to_delete.csv

-m vault_vph_fields.csv

Assign Users & Groups to Object Record Roles

This action assigns users and groups to object record roles with custom or matching sharing rules. Before starting, prepare the CSV input file.

Action Parameters Example

-assignobjectroles [OBJECT NAME]

-csv [CSV]

java -jar VaultDataLoader.jar -assignobjectroles object_name__c

-csv assign_object_roles.csv

Remove Users & Groups from Object Record Roles

This action removes users and groups from roles on object records with custom or matching sharing rules. Before starting, prepare the CSV input file.

Action Parameters Example

-removeobjectroles [OBJECT NAME]

-csv [CSV]

java -jar VaultDataLoader.jar -removeobjectroles object_name__c

-csv remove_object_roles.csv

Parameters

The following parameters must be used with other arguments to modify how Vault processes a command:

Parameter Description
-all Use this flag with a delete action to indicate that the action should affect all records of the specified object.
-async Use this flag with any action to complete the operation asynchronously. With this flag, you will be able to immediately start a new operation. The command line tool will not display status messages on asynchronous operations, but will immediately return a job ID that enables you to later check the status.
-type [TYPE]
-subtype [SUBTYPE]
-classification [CLASSIFICATION]
Use these flags to filter the results of an export operation by document type, subtype, and/or classification.
-where [WHERE] Use this flag with an export action to filter the export based on a VQL query. The value must be a WHERE clause wrapped in double quotation marks, such as "product__v='wonderDrug'".
-headers Use this flag with an export action to export only field names as column headers. This can help you to create a template for CSV input files.
-columns [COLUMNS] Use this flag on an export action by specifying field names to limit the export to only those fields. Note that you cannot have spaces between columns names when specifying columns with the '-columns' flags.
-noneditable Use this flag on an export action to extract both editable and read-only fields. Note that including non-editable fields means that you cannot use the export as a template for CSV input files.
-idParam [FIELD] Use this flag on update, upsert, or delete actions to specify that items are identified in the CSV input file via an external ID, rather than the ID field.
-allversions Use this flag on an export documents action to include all document versions in your export.
-includefields Use this flag with a load action to specify that Vault should include the input fields in the output success log.
-recordmigrationmode Use this flag to create or update a record in a specific lifecycle state. When you set this flag, Vault skips sending out email notifications when tasks are assigned, reassigned, or completed for the user tasks in the batch. Additionally, Vault bypasses entry criteria, entry actions, event actions (create actions only), validation rules, and reference constraints.
-documentmigrationmode

Use this flag with the following action and object types to create records in a specific state or state type. Also allows you to set the name, document number, and version number:

  • Create documents
  • Update documents
  • Create document renditions
  • Create document versions
  • Create documents, versions, roles