For the complete documentation index, see llms.txt. This page is also available as Markdown.

Data migration

Here are the steps to follow when copying data from one workspace to another. The migration is an export of your original workspace followed by an import in the new destination workspace.

If you are using a self-managed RDBMS such as an SQL Server, you can use their management tools to move the database to another server. Please follow Microsoft's documentation on how to successfully transfer not only that data, but also the user accounts.

Export a workspace

  1. Select the workspace you wish to export.

  2. Select FileExportExport vault (.rdm).

  3. For a typical migration, enable the following options:

    • Include credentials: includes the credentials stored in your entries. If disabled, entries will be imported without any credentials.

    • Include attachments and documents: includes all attachments and documents stored in your entries. If disabled, entries will be imported without any attachment or document.

    • Encrypt with master key: adds a layer of security by prompting for a master key when opening the file. Ensure that you do not forget the master key as you will not be able to decrypt the data without it.

  4. Save the file.

Import a workspace

  1. Validate that your new workspace is created and selected in the navigation pane.

  2. Select FileImportImport (.rdm).

  3. Find your previously saved file on your computer, select it, then click Open.

  4. In Import entries, select if you wish to Import in root, Import in current folder, or Import in specific folder.

    Option
    Description

    Import in root

    Import your entries in the root of your workspace. In other words, the exact same original structure (group, folder, credentials) is kept. It is the recommended import method.

    Import in current folder

    Import all your entries under the selected folder of the workspace.

    Import in specific folder

    Import all your entries under the specific folder chosen of the workspace.

  5. Click Ok.

  6. In the next dialog, you are presented with a list of all entries that are in the data file. Select which entry or entries you wish to import or check Select all to import all of your entries.

  7. Press Ok to complete the process.

Last updated

Was this helpful?