Import from file system

To upload files into sharepoint create a mapping file in the Excel or in SQL statement. The SQL connectionstring and sql statement can be configured in the filesystem configuration. It's also possible to copy the sql statement into a .txt or .sql file and specify the filename/path in DatabaseSql parameter.

The excel file or SQL statement should contain/return the following fields/columns:

• SourceFile
  a full path reference to a file (full control ntfs permissions required)

• SourceDirectory
  a full path reference to a directory (full control ntfs permissions required)

• ClientCode (optional)

• MatterCode

• DocLibUrl

• TargetFolder

SourceFile or SourceDirectory is required.

If a SourceDirectory is specified the complete directory including subdirectories is uploaded, recreating the original subdirectories in sharepoint. All other columns are applied to all the files and directory (like contenttype/permissionset, etc.). It's possible to 'remap' subdirectories by adding a separate entry in the excel file for that specific directory.

An external SqLite database is used to track the file import for delta migrations. Use an external browser to view the contents of the database, like http://sqlitebrowser.org/ (opens new window)

DoclibUrl or MatterCode is required. ClientCode is only necessary if mattercodes are not unique.

Optionally the following columns can be used:

• Source
  Unique identifier for the file and it's versions. If not explicitly set and a documentnumber is set, it's a combination of the directory of the SourceFile and the DocumentName. If no documentnumber is found, the sourcefile is used as the unique identifier.

• PermissionSet
  Specify the name of a permissionset from the config

• ContentType
  Specify the name of a contenttype, if empty the default contenttype in the doclib is used.

• DocumentVersion
  Remove this column if the version should be parsed from the filename. This column can be used to set a version or override the version from the filename.

• DocumentName
  This value is used as the filename in Sharepoint instead of the physical filename from disk. When the documentname is equal for two or more files in the same TargetFolder (and doclib), multiple versions are imported using the DocumentVersion column.

• CheckinComments
  This value contains optional version comments that are used to checkin the document

• CreatedOn, ModifiedOn
  Only used when SourceFile is specified. The value is converted to UTC time via the TimeZone setting in the FileSystem configuration. If the columns don't exists or are empty, the created/modified timestamp from the physical SourceFile is used.

• CreatedBy, ModifiedBy
  Only used when SourceFile is specified.

• Additional columns are parsed as meta-data

When the export is finished a Result excel file is created with all the files that uploaded without errors. If there are any errors an additional Error excel file is created with only the files that are not uploaded. The Error column contains a short message about the error. The log file contains all the details of the errors. After fixing the errors the Error file can be used to restart the import action. The result and error excel file is also created when a SQL statement is used for the import. The excel file is stored in the /Migrate directory.

When a file is successfully imported a *.url file is created. This file contains the url where the file is uploaded and the current last modified date of the imported file. When the import is restarted a delta import is executed using the information from the url file.\

• No Url file
  file is new, create a new file with unique name in sharepoint\

• Existing url
  modify date in the url file is equal to the lastwrite stamp of the file, skip file import else import the file as a new version and update the url file with the lastwrite stamp of the file.

Configuration

• TargetFolders
  See TargetFolder Settings
• TimeZone
  Specify the timezone for the date time values that are optionally specified in the CreatedOn/ModifiedOn columns (only used when specifying SourceFile).

Dump Directories

Use this function to extract a matter number from the directoryname.

Create an excel file that contains the mattercodes (on the first tab). If no MatterCode column header is found, all rows in the first column are assumed to contain a mattercode.

After specifying the root directory in the filesystem, the tool will scan every subdirectory and export the subdirectory to an excel file and include the mattercode in a separate column if a matternumber is found in (a part) of the directory name. Optionally skip the directory that already contains exported files.

• Mattercode is equal to directoryname

• Directoryname starts with or ends with the following separators <space> _ - # @ <dot> in combination with a matternumber

• Directoryname contains a matternumber in combination with the following separators <space> _ - # @ <dot>

• Directoryname contains (matternumber) or [matternumber] (with or without additional spaces)

The NewTargetFolder column contains the calculated targetcolumn that will be used when importing into Sharepoint.

The Matched sheet contains the top-level folders with a MatterCode.

The Not Matched sheet contains the top-level folders without a MatterCode.

Dump Files

Use this function to export all files in a directory structure. Optionally skip all files that are already exported (using the *.url shortcut files). Create an excel file that contains the mattercodes to automatically fill in the mattercode from the directory name (see Dump directories). The targetfolder column is filled in relatively to the parent directory that contains a mattercode.

Dump NTFS Permissions

Use this function to export all NTFS permissions from one or more (sub-)directories. Create an Excel with the following columns:

• SourceDirectory
  a full path reference to a directory

• ClientCode (optional)

• MatterCode

The MatterCode (and optionally clientcode) is used to get the documentlibrary Url from Sharepoint. Subdirectories of the SourceDirectory are mapped as subfolders inside the documentlibrary (relative).

After clicking on dump permissions, optionally include files with not inherited permissions and/or optionally create a site entry to specify Read permissions on the site.

The result Excel files contains all the NTFS permissions mapped on the current Url in sharepoint.

Optionally specify a replace user/group name in the Settings of the site provisioning configurator to replace a windows domain username with an Office 365 online username. Leave the mapping empty to ignore the user/group.

Analyze

Use this option to analyze an import excel file for duplicate entries. It will create a new excel file that only contains an unique combination of client/mattercode together with a sourcedirectory without a sub-sourcedirectory that points to the the same client/mattercode.