Trilobita

DocVault Migrator Documentation

Learn how to move your downloads from WordPress Download Manager or Download Monitor into Trilobita DocVault.

This documentation covers DocVault Migrator 1.12.0.

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Getting Started

Installation

  1. Install and activate Trilobita DocVault from WordPress.org.
  2. Install and activate DocVault Migrator.
  3. Go to Documents → Migrate to DocVault.

Requirements

  • WordPress 6.5 or later
  • PHP 7.4 or later
  • Trilobita DocVault 1.4.4 or later (1.6.0 or later for old links to keep working; 1.6.1 for Download Monitor’s [downloads] shortcode)
  • An administrator account

Before You Start

Back up your site before migrating. DocVault Migrator doesn’t change anything in your old plugin: files and data are copied, so you can check the result before you switch the old plugin off.

Supported Sources

  • WordPress Download Manager
  • Download Monitor (from version 1.12.0)

The source plugin can be on the same site, or on another WordPress install on the same server.

Running a Migration

Step 1: Configure

Choose the source plugin and where it is installed.

Step 2: Preview

A dry run checks every item and file and explains what will be imported or skipped, and why. Nothing is written.

Step 3: Migrate

Items are migrated in batches, with a progress bar. Afterwards, you can download a CSV log.

Test Run

Choose the test run option to migrate only the first few files first.

What Is Migrated

From Both Sources

  • Title, description and excerpt
  • Files, each registered as the first version of its document in DocVault
  • Categories, recreated with their direct parent category; deeper levels are flattened. Your existing blog categories are never mixed with documents: if a category with the same name already holds blog posts, a separate “(documents)” category is created.
  • Tags
  • Download counts (the total for each item)
  • Access settings: public, logged-in users only, or specific roles. Role restrictions are migrated and enforced in free DocVault; DocVault Pro is only needed to view or change the roles in the document editor.

WordPress Download Manager

  • Expiry dates
  • Multi-file packages can become one document per file, or the first file only

Download Monitor

  • The latest version of each download is migrated
  • Members-only downloads become logged-in only

What Is Not Migrated

  • Email, password, social and form locks
  • Payment settings, and quota or limit settings
  • Per-download history (the total count is kept)
  • Download Monitor paid downloads, redirect-only downloads and remote files. These are skipped, each with a reason.

WordPress Download Manager’s email, password, social and form locks are noted in the log, and so are skipped Download Monitor downloads. Payment, quota and limit settings are not noted, so check any paid or limited downloads after migrating. From WordPress Download Manager, a file that isn’t on the server is skipped, with the reason “file not found”.

Old Links

With DocVault 1.6.0 or later, old download links, shortcodes and URLs from the old plugin point to the migrated documents, without editing any pages. Download Monitor’s [downloads] list shortcode needs DocVault 1.6.1.

With an older version of DocVault, the migration still works, and the old links start working once you update DocVault. There’s no need to migrate again.

Supported File Types

DocVault Free accepts PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, ODT, ODS, ODP, RTF, CSV and TXT files.

The dry run lists any other file types it finds and says which ones Trilobita DocVault Pro can add: images, ZIP, AI and EPS. Pro is optional.

Rolling Back and Re-running

One button rolls a migration back. It deletes the documents and files the migration created and tidies up the categories it added.

Running the migration twice creates duplicates. To run it again, roll back first.

After Migrating

Check the migrated documents, then switch the old plugin off. You can then delete DocVault Migrator: your documents and the working old links stay.

Permissions and Privacy

Only administrators can use DocVault Migrator. It sends no data to external services.

FAQ

Does DocVault Migrator change my old plugin?

No. Files and data are copied, so you can check the result before you switch the old plugin off.

Do I need DocVault Pro?

No. Pro is optional. Role restrictions are migrated and enforced in free DocVault; Pro is only needed to view or change the roles in the document editor. The dry run tells you which file types Pro can add: images, ZIP, AI and EPS.

What happens if I run the migration twice?

It creates duplicates. Roll back first, then run it again.

Will old links stop working if I delete DocVault Migrator?

No. Your documents and the working old links stay.

My DocVault is older than 1.6.0. Should I wait?

No. The migration still works, and the old links start working once you update DocVault, without migrating again.

See the changelog for version history, or the DocVault Migrator plugin page.

WordPress Download Manager and Download Monitor are third-party plugins. DocVault Migrator is not affiliated with or endorsed by their developers.