FileSystem export (SharePoint → filesystem)

Exports documents from SharePoint matter libraries to a local or network directory. Run manually from the Export tab in Epona.Migrate.

Audience

Technical consultants with SharePoint and Epona365 knowledge. Read the migration overview before starting.

How to export

1. Select the SharePoint environment from the SharePoint Environment dropdown
2. Select the export type:
   • Matter(s) — enter one or more matter codes in the text box (one per line or ;-separated). Use clientcode|mattercode format to specify client and matter together
   • Url(s) — enter one or more SharePoint document library URLs (one per line or ;-separated)
3. Browse to and select the Export directory
4. Set the export options (see below)
5. Click Export

Documents are downloaded to {ExportDirectory}\{mattercode} (one subdirectory per matter). A _DMSforLegal_ExportDocuments.xlsx file with document properties is saved in each matter subdirectory.

Export options

Option	Description
Create zip file	Compresses each matter's export directory into a .zip file and removes the directory
Include empty directories	Creates subdirectories in the export even if they contain no documents
Export all versions	Downloads all document versions, not just the current version
Only metadata	Exports the _DMSforLegal_ExportDocuments.xlsx metadata file only — no document files are downloaded
Use matter title	Names the export subdirectory {mattercode} ({mattertitle}) instead of just the matter code
Export sub-webs	(URL mode only) Recursively exports all subsites under the given URL

Export report

The Report button scans SharePoint for the matters entered in the text box (or all matters if the box is empty) and produces a folder structure report.

Output:

• Migrate\ExportSharepoint_{env}_{timestamp}.xlsx — two sheets:
  • Matters — one row per document library: ClientCode, MatterCode, DoclibUrl, total FileCount
  • Folders — one row per folder: ClientCode, MatterCode, DoclibUrl, Folder, FileCount
• The same data is saved to the _EDMSSharepointFolder table in the selected database, overwriting any existing rows for the same matter codes

Use this report to verify the SharePoint folder structure and file counts before or after a migration.

Related

• Export Documents to Filesystem job — scheduled job that exports all matters automatically on a timed schedule
• FileSystem connector — import documents from a filesystem to SharePoint
• Migration overview — how the migration system works