Question:

How can admins regenerate distribution records in Vault?

Answer:

When necessary, admins may need to regenerate Distribution records in Vault to correct errors with the records, the CRM sync, or content issues. The below steps should be followed to successfully regenerate Distribution records in Vault.

For Multichannel Auto-Published documents: 

1. Navigate to the document in question.
2. Set the Publish to CRM (CLM) field to No.
3. Wait 2 minutes for Vault to withdraw the existing distribution files.
4. Set the Publish to CRM (CLM) field to Yes.
5. Allow some time for Vault to create the new distribution files. The user will receive a notification when Multichannel Auto-Publishing is complete for the document. 
6. Check the Distribution records themselves by navigating to Business Admin > Distributions (this object is not available in Business Admin by default and will need to be enabled on the object settings if not done so previously. See the article Object Missing from Business Admin Tab Menu in Vault for instructions on enabling it). Filter the records based on Document ID and add all of the columns to your page view. Successfully created Distribution records should contain values in the following fields: 
   • Distribution URL
   • Distribution Channel
   • Distribution Status = Distributed 
   • Major Version and Minor Version should match the document's version 
   • Error = No

For Multichannel Binder/Slides

1. Navigate to the Multichannel Slide document in question.
2. Set the Publish to CRM (CLM) field to No.
3. Choose the Withdraw From Production and/or Withdraw from Stage option under the ellipsis (...).
4. Wait 2 minutes for Vault to withdraw the existing distribution files.
5. Set the Publish to CRM (CLM) field to Yes.
6. Allow a moment for Vault to create the new distribution files. 
7. Check the Distribution records themselves by navigating to Business Admin > Distributions (this object is not available in Business Admin by default and will need to be enabled on the object settings if not done so previously. See the article Object Missing from Business Admin Tab Menu in Vault for instructions on enabling it). Filter the records based on Document ID and add all of the columns to your page view. Successfully created Distribution records should contain values in the following fields: 
   • Distribution URL
   • Distribution Channel
   • Distribution Status = Distributed 
   • Major Version and Minor Version should match the document's version 
   • Error = No

Related Documentation:

Vault Help Documentation:

• Using Multichannel Auto-Publishing
• Working with CLM Content