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1. V Site Permissions V User Alerts Site and List Templates v Activate Site Features V Top Links in Site Pages PI Content Types Quick Launch Links 1 Master Page v Home Page as in Source site PI Domain Mapping List Views RSENS Aa Associate Web Parts List Permissions Workflows 21 User Group Mapping Content Types Workflow History Permission Mapping Columns Sater Walle or ae Maintain Same Document ID as in Source Job Scheduler Note 1 Dockit Server Agent must be available in Source SharePoint Server 2 For SharePoint 2007 migration Dockit Server Agent must be available in Source SharePoint Server Performance Tuner XAPA Dm 411 List Views List Permissions Content Types Columns Maintain same Document ID as in source Web Part Workflow To migrate list views To migrate list permissions Note Dockit Server Agent is required in the source SharePoint server to migrate when performing migration from SharePoint 2007 To create content types which are not available in the target SharePoint list To create list columns which are not available in the target SharePoint list To retain the document ID for the migrated document as same as source document when Document ID Services feature is activated in both source and target SharePoint servers To migrate the Web Parts Landing pages List view and W
2. Job Name Description Created Date Modified Date Last Run At Total Data Migrated 4 11 E gt rstotedeatedsmape ee 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 0 Files 0 Folders 0 KB 4 ET Explorer Test sak 1 11 2018 11 40 15 AM 1 12 2018 1 01 40 PM 1 12 2018 1 01 40 PM 0 Files 0 Folders 0 KB exe U U OD 56 3 The Job Instance page appears as shown below Dockit Migrator Evaluation Version tt My Jobs gt gt Job Instances 16 to federated smaple Job Name Start Time End Time Elapsed Items in Source Completed Ignored Errors Status 4 Older 7 gt 16 to federated smaple 9 25 2017 11 07 04 AM 9 25 2017 11 08 14 AM 00 01 10 O webs 1 lists Oit O webs 1 lists Oit Owebs 0 lists Oit O webs 0 lists Oit Completed 4 Show status for lt n gt days Upon clicking Go button displays task history entries of all tasks that were run within the specified number of days 5 Refresh Reloads the task history entries and updates the newly run tasks if any 6 Open Log Folder Opens the folder that contains the activity log of the currently selected task history item 7 View activity log Displays activity log of the currently selected task history item 8 Remove Removes the currently selected task history entry and its associated log folders and files 9 Remove all Removes all task history entries and their associated log folders and files that are currently displ
3. Select Files Migration Settings Finish Migrati 4 Ca aae Maratoni Settings Migration Settings Metadata File E File Settings SPLibrary XLSX sheet r 7 Rows 6 columns Ao Renaming Rules Select all Metadata Settings Date format lt Use default gt Y Time format lt No Time gt v l Mappi coumi Mapping Destination Path Title Domain Mapping Author Created User Group Mapping Comments Permission Mapping Filter Condition Job Scheduler DCM E AN TEER FI 354 Column Mapping Column mapping screen will appear as shown below Dockit Migrator Evaluation Version 7 wos Job History doc Migration Select Files Migration Settings Finish a a o as Migration Settings Migration Settings Column Mapping Load from Save as Cc File Settings Source Column Target Column Default Value Renaming Rules XE Name feoetll Name Metadata Settings bed Created Date eee Created Date J Modified Date s e Modified Date Column Mapping Jea r eee Domain Mapping gt User Group Mapping o gt Permission Mapping Filter Condition Q lt amp amp Job Scheduler r e 1 You can click on to load all columns from metadata file You can select a column to map by clicking on to get a list of file and metadata properties 355 7 My Jobs Job History doc Migration a gt Select Files
4. 2 items 3 Dockit Task Wizard will load the selected task settings and appears as seen in Create New Task wizard However some of the options may be disabled when editing a task 29 Run a Task on SharePoint On Premise Migration Dockit Run Now feature allows the user to instantiate a task any time after the task has been created To run a Dockit import task 1 Select a task from Task List pane 2 Click Run Now from Home menu of Dockit main screen Dockit Migrator Evaluation Version tt My Jobs Job History New Edit JF RunNow 0 Re do Incremental K Delete FF copy Reschedule validate J View Job Instance Run selected job Alt R r xe um SharePoint On Premise Jobs 2 Group by Sear ajar m Job Name Description Created Date Modified Date Last Run At Total Data Migrated 16 to federated smaple e 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 0 Files 0 Folders 0 KB E1 Explorer Test te 1 11 2018 11 40 15 AM 1 12 2018 1 01 40 PM 1 12 2018 1 01 40 PM 0 Files 0 Folders 0 KB DE eG 30 3 The SharePoint Login Dialog to connect to SharePoint will appear as shown below Enter a valid user credential to connect to SharePoint Provide user credentials to connectto SharePoint Authentication Windows User Name ysslab farmadmin_sp16 1 v johndoe contoso com contoso johndoe johndoe
5. 87 SharePoint Migration Permission Mapping Template Dockit uses permission mapping template to assign new permission levels or replace unavailable permission levels with valid permission levels when migrating permissions for site list folder item during content migration To create a new permission mapping template Select New from the Templates Tools pane The new template will appear and enter a unique name for the template as shown below Dockit Migrator Evaluation Version a x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks m Usage Statistics File share Migration SharePoint Migration aA Column Mapping On Premise Online ue Group Mapping Templates for SharePoint On Premise Migration aid f a a New Dock Site and List templates Be Reference Templates Permission Mapping Template consists of following panes to configure permissions mapping 1 Source permissions list load options pane 2 Target permissions list load options pane 3 Mapped Permissions Pane 88 Dockit Permission mapping template enables you to select source permissions and target permissions from the list of default SharePoint permission levels as shown below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks ul Usage Statistics
6. Wal gt 3 You can edit the existing renaming rule by selecting the appropriate rule 4 If you have to order the rules in the grid using the navigation buttons available on the right side of the grid click Save button to save the rules in that order 5 The following are valid wildcard characters that can be used to create naming rules in Dockit asterisk Denotes any number of characters to be left question Denotes at least one character position to be mark truncated replaced 75 Sample Renaming Rules File Name Find Replace Result Remarks SampleV1 V1 empty Sample Truncate V1 if the file ends with V1 SampleV1 V1 SampleA Replace V1 with A if the file name ends with Vi Hello_World World empty World Truncate Hello_ if the file name starts with Hello_ Hello_ World World empty Hello Truncate _World if file name ends with _World SampleV1 v empty Sample Truncate V and the file name character following it immediately succeeding character if the file names contains V and followed by any one character Sample p empty Sale Truncate one character preceding the letter p in the file name SampleV12 V empty Sample Truncate two characters following the character letter V in the file name SampleFileVersion
7. e g John Doe When using accented characters such 174 as a i in folder file names the CSV TXT metadata file must be in UNICODE encoded format The following section describes the data types supported by SharePoint and an example of how to state the value in the metadata file for import SharePoint Data Type Yes No Text Multi line Text Date Time and Number Currency Choice Single value Choice Multiple values Lookup Single value Remarks If any other value appears in the metadata file other than Yes No default value will be assigned The text length should not exceed 255 characters The text length should not exceed 255 characters preferred Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The fixed or floating number can be given to this field The value should not exceed the numeric boundary The fixed or floating number can be given to this field Do not use any currency symbol with this field value The value should not exceed the currency boundary Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with
8. Modified By Folder File Settings V Select All Y Filter Conditions Date Format Use Default v Time Format No time v ev Post Migration Action ch Renaming Rules dst Performance Tuner x 2 Vi ai Click button if you want to see the contents of selected metadata file in the associated native application If you want use the batch file as input for Metadata Options page select Use batch file as external metadata file checkbox Use batch file as metadata external file option will be available in Batch File Mode only For more information about how to create external metadata file click here 10 Select the desired columns for which you wish to assign metadata 11 If you want to replace with a different metadata file click x button and select the new metadata file as before 12 If any of the selected columns contains date and time values specify Date and Time format to parse the date values The default value is the current system settings 192 13 Click Next to proceed 193 Column Mapping 1 Dockit allows you to assign values from file properties or metadata properties to SharePoint columns by using Column Mapping option 2 You can also assign metadata values by using Column Mapping Template for repeated use 3 To create new column mapping select Column Mapping option A default page will appear as shown below Dockit Migrator Evaluation Version a x
9. Dockit Migrator Evaluation Version Tools gt gt Migration Planner Target SharePoint Location Site URL Authentication Windows a User Name vsslab farmadmin_sp16 1 Password eocccccccoccoocce a 121 7 Select the Target Site list library of which you are going to migrate the selected source site list library and click Proceed button Dockit Migrator Evaluation Version a Migration Options Tools gt gt Migration Planner al Usage Statistics Target SharePoint Location x fools Site URL http venus vsslab local v Help Authentication i Windows lv P Exit User Name vsslab farmadmin_sp16 1 Password 122 8 After connecting to the given target SharePoint site a new page is shown as below Dockit Migrator Evaluation Version gt a x gt Migration Options Tools gt gt Migration Planner w Usage Statistics Site Info Select your intended target TB Puto Site Name Name Items Description Pluto Pluto Site URL E Archiver O web s 6 ln http venus vsstab local CSite 2007 O webs 46 Version F amp CsSite 2010 0 web s 28 16 0 0 4306 amp CSite 2016 1 web s 70 n1 0 web s 4 I EB English United States 0 web s 4 EP English United States 0 web s 4 lt E Japanese O web s 4 I EB LookUp 0 web s 7 Bm 1 web s 30 amp meet 0 web s
10. S _ I amp Template Name Column Mapping hase i 9 Help Source Target i s i v v Eea User group Mapping Template consists of following panes to configure user group mapping 1 Source user list load options pane 2 Target user list load options pane 3 Mapped Users Groups Pane Dockit user group mapping template enables you to load the list of source users groups from various options either by clicking the appropriate button in the source load options pane or load source users groups menu as shown below For more information click Source users groups loading options 67 Once you select the option and provide the appropriate inputs the list of source users groups displayed on the source users groups list pane as shown below Dockit Migrator Evaluation Version e Migration Options Tools gt gt Template Manager p Create reusable templates for migration tasks dl Usage Statistics File share Migration SharePoint Migration Tools Template Name Sample a Column Mapping Sample O Help Source Target User Group Mapping amp Exit Domain Mapping as Pattern a Jp Permission Mapping _ first Name gt lt Last Name gt 4 lt Last Name gt lt First Name gt Bh gy Replace legal Characters lt First Name gt lt Last Name gt lt Last Name gt lt First Name gt
11. i Metadata Settings Files Files_ Column Mapping Domain Mapping User Group Mapping Permission Mapping Filter Condition Truncate file name max length including file extension Truncate folder name max length Job Scheduler 256 250 Ss E AN CEEE E 382 1 Folder Renaming Rule You can add or remove rules for folder renaming rule This helps to rename invalid characters in SharePoint to a valid folder name Truncate folder names Truncate long folders names by specifying the folder name length to use before importing them to a SharePoint library Select appropriate checkbox for folder and enter a valid character length for folder Note Dockit Migrator leaves the source folder name as is if the folder name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint 2 File Renaming Rule You can add or remove rules for file renaming rule This helps to rename invalid characters in SharePoint to a valid file name Truncate file names Truncate long file names by specifying the file name length to use before importing them to a SharePoint library Select appropriate checkbox for file and enter a valid character length for file name Note Dockit Migrator leaves the source file name as is if the file name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint Sample rena
12. 3 Once you paste the license key click Activate button to apply the new license key 15 Technical Support Please send all Technical Support questions to sales vyapin com Please send us the following additional information if you are reporting a problem 1 2 3 4 5 Version of Dockit that you are evaluating or you have registered with us Version information could be found in the About Dockit dialog in Help tab Additional services or resource consuming processes applications like anti virus running in the background on Dockit installed computer as well as the destination Microsoft SharePoint Servers Hardware configuration of the computer where Dockit is installed DockitErrorLog txt available in the common application data path of Dockit e g lt Application Data Folder gt Dockit12x Log DockitErrorLog txt Dockit error logs and activity log files ActivityLog txt ActivityErrors txt MetadataErrors txt and DockitErrorLog txt stored in the application data path For example lt Application Data Folder gt Dockit12x TaskHistory lt taskname gt lt timestamp gt NOTE lt Application Data Folder gt is the common location where Dockit tasks and task history is stored in the computer running Dockit application The lt Application Data Folder gt can be found from the Help gt About screen The default path of lt Application Data Folder gt is as follows gt Windows 10 Windows 8
13. M Source Web Template Team Site Target Web Template Team Site Source Migration Option Create as sub site replace sub site in target site w O Merge sites oO Overwrite list library O Retain list library and merge content only O Do not overwrite list library leave as is Replace site in target location Oo Z Apply this site migration settings to all selected sites 505 List Migration Options 1 List Migration Options dialog will appear as shown below Dockit Migrator Evaluation Version nh My Jobs gt gt New Job Q Credentials Items To Migrate O Site List E List Migration Options x Specify list settings to use when migrating a list and its contents Do you want to create the selected folder in the destination list el Source x Migration Options Hoag Replace list in target location Merge list content Source venus vsslab loca l m1 x Skip list item if already exists Target ni lab Dockit365Testsite g ae ig O Replace list item if already exists 3 Add list item as new version if already exists Z Apply this list migration settings to all selected lists Source http venus vsslab local Content Lib x Z Target https mars vsslab local dockit1 lab local Content Lib x 4 Target https mars vsslab local DOP Items to Migrate 2 Explorer 2 Select anyone of the list migration options give
14. Migration Settings B File Settings Source Column Af Renaming Rules Jk Name Metadata Settings Title Column Mapping Category Character Count Domain Mapping cranes Date Last Printed User Group Mapping Manager Permission Mapping Presentation Format Filter Condition Thumbnail Xt Created Date Job Scheduler O X amp amp OE X Modified Date Dockit Migrator Evaluation Version Migration Settings Migration Settings Column Mapping Target Column Name Name Subject Keywords Character Count With Spaces Date Last Saved Multimedia Clip Count Revision Number Total Edit Time Comments Company Hidden Slide Count Note Count Shared Document Version Created Date Modified Date Author Application Name Date Created Last Saved By Page Count Slide Count Word Count File Properties gives a list of available file system columns Finish Load from Save as Gy Default Value m Metadata File D File Property Owner Byte Count Date Modified Paragraph Count Template File Name Metadata Properties gives a list of columns available in metadata file 3 Click gt to proceed 356 Domain Mapping Dockit Migrator uses domain mapping to replace the unavailable domain with the valid domain while assigning permissions users groups for the folder file imported to SharePoint Dock
15. Password eeeeescsscssccccce o cae For Federated authentication Web Single Sign on credential based import task The Web Login Dialog to connect to SharePoint will appear as shown below https vyapin sharepoint com x CJ Office 365 Sign in with your work or school account someone example com Password Cl Keep me signed in Sign in Cancel Can t access your account a Your work or school account can be used A anywhere you see this symbol v 2016 Microsoft Legal Privacy The given credential will be used to connect to the SharePoint site 31 4 The current process of task will be reported in a new dialog as shown below Preparing contents Validating data D D D End Status Connecting to SharePoint Items to process 9 files 12 folders 6 03 KB Items Ignored 0 files O folders 0 KB Errors 0 files 0 folders 0 KB 0 files O folders 0 KB 9 files 12 folders 6 03 KB Tuesday February 7 2017 9 30 11 PM Runtime statistics a b c d e f Items to process Shows the total number of files folders available in the source location along with total size Items Ignored Shows the total number of files folders ignored based on the task settings specified by the user Migration task settings such as Do not overwrite and the files that do not meet the Export Condition will be taken into consideration here Errors Shows the total n
16. Updated Users Mapping E Metadata Options TT 2 omits rerpate areni exits David Chase Pad Column Mapping Andrew B John Domain Mapping Save as Template BUILTIN users pA User Mapping Restricted Readers Pad Permission Mapping lt Site List Template Mapping y Filter Conditions gt Performance Tuner BE Once you save a template you can load from the saved templates to use in this task 135 7 Click to load available User Group mapping templates Dockit Migrator Evaluation Version My Jobs gt gt NewJob Credentials Items To Migrate Site List E r Available Templates 1 i User Mapping SEE ATR Map unavailable users groups with va_ 5 template s available Q lum Aa David Chase Domain Mapping Name Group Mapping x h so Created 7 25 2018 11 25 27 AM 2 Andrew B John ain User Mapping Name New Users Mapping x BUILTIN users Geo Created 7 25 2018 11 46 09 AM P Permission Mapping A Name Sample User and Group Mapping x VE Created 7 25 2018 11 19 17 AM Site List Template Mapping ee Name Updated Users Mapping x lt bt EEOAE ET 2 Created 7 25 2018 11 36 17 AM xX OK e 8 Click to load the application default settings 9 Click Next to proceed 136 Permission Mapping 1 Dockit uses permission mapping to assign new permission levels or replace unavailable NTFS permi
17. 377 2 Click the Validate button to verify the batch content to be valid as shown below Dockit Migrator Evaluation Version 7 wios a gt Select Fil Explorer Batch File x Batch FS 0365 xlsx Sheeti v 3 items Path Destination Path D rd60 libone1 Sample Brochure doc https contoso sharepoint com sites BulkSite Documents D rd60 libone1 Sample Sales Template xls _https contoso sharepoint com sites BulkSite Documents Di rd60 libone1 Sample Product Demo ppt _https contoso sharepoint com sites BulkSite Documents Job History FS Expo les Migration Settings Items to Migrate Target location https m365x938794 sharepoint com https contoso sharepoint com sites BulkSite Documents Invalid URL https contoso sharepoint com sites BulkSite Documents Invalid URL https contoso sharepoint com sites BulkSite Documents Invalid URL 0 item s rv 0 item s x 0 item s x 0 item s tx Continue 35 items Once the validation is completed click the Continue button to proceed for next step And the batch file content will be added to Items to Migrate tab 378 Items to Migrate 1 From File explorer you can either drag and drop files to SharePoint explorer or simply select files from file explorer Right Click and Select Add to SharePoint to add files to Items to migrate The Items to migrate appears as shown below Dockit Migrator Evaluation Version Po My Jobs J
18. Continent North America Country United States States Alaska Alaska 350 Managed Metadata Multiple Values Task Outcome and assign the first matching term value for the corresponding managed metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit Migrator will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit Migrator checks if the term set is open to creating new terms If yes Dockit Migrator creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit Migrator will search the specified term value and assign the first matching term value for the corresponding managed metadata column Text or Numeric value can be given to this field Do not use multiple values for this column type Continent North
19. Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for lt Example of escape sequence for gt Example of escape sequence for Example of escape sequence for Example of escape sequence for 384 Example of escape Sample Document SampleDocument sequence for 385 Domain Mapping Dockit Migrator uses domain mapping to replace the unavailable domain with the valid domain while assigning permissions users groups for the folder file imported to SharePoint Dockit Migrator domain mapping enables you to load the list of domains available with the network and it appears in both source and target items as shown below Dockit Migrator Evaluation Version 7 E wos Job History doc Migration Select Files Migration Settings Finish Migration Setti Bee Migration Settings Migration Settings Domain Mapping Load from Save as Cc B File Settings Source Target r HARVESTER rm a a Renaming Rules 7 HARVESTER r E Metadata Settings ORBIT L VOYAGER a Column Mapping VSSLAB gt Vv lt a Domain Mapping User Group Mapping Filter Condition de Permission Mapping Job Scheduler wa DC E 386 Dockit Migrator Evaluation Version f My Jobs Job History doc Migration Select Files Migration Settings Finish eas 3 z z sa
20. Specify Metadata Options Specify Migration Settings Specify Task Schedule Settings Click Finish button to create the task or click Back button to change the any task settings eae nate 282 Create Metadata File The following section gives you the guidelines to create an external metadata file for Assign Metadata to the documents in SharePoint Libraries task option 1 The first row of the metadata file should contain the Field Names as headers In an import 3 4 task data type of the columns must be the same across all libraries SharePoint Columns that are read only will not be updated by Dockit The first field should be named as Destination Path Destination Path field should be followed by other field names separated by a delimiter character such as comma semi colon etc The delimiter character used in the external metadata file should be same as Format string value available in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The following table shows the equivalent Format string for List Separator in the registry key List Separator Equivalent Format String Comma CSVDelimited semi colon Delimited asterisk Delimited The first column of all the rows should contain the full destination path of the file e g http sharepointserver sample sales documents sample folder sample file xlsx Use vertical pipeli
21. a Replace folder if it already exists This option replaces the folder in the target location if the list already exists in the target location b Merge folder contents This option merge the folder contents only with the following options c Skip list item if already exists This option skips the list item in the target location if it already exists d Replace list item if already exists This option replaces the list item in the target location if it already exists e Add list item as new version if already exists Add the list item as new version in target location if the list item already exists 4 Click OK to proceed 508 Filter Conditions Dockit can migrate webs lists folders files and list items from source SharePoint to destination SharePoint based on certain migration filters 1 The Migration filters page will appear as shown below Dockit Migrator Evaluation Version a z x A MyJobs gt gt New Job O Filters x Locations Items To Migrate Site List E Site level filter aa List level filter Source https sun vsslab local ten x 4 t Folder level filter NO Target http venus vsslab local new File level filter E 2 Select any one of the following options given below a Web Level Migrate the source webs that satisfy the given migration filter b List Level Migrate the source lists that satisfy the given migration filter c d Folder Level Migrate th
22. 1 Column Mapping Domain Mapping 2 User Mapping ke Permission Mapping lt B Folder File Settings gt Y Filter Conditions ev Post Migration Action ch Renaming Rules it Performance Tuner 2 Domain Mapping consists of following sections e Source Name of the source file share SharePoint domain which has to be mapped e Target Name of the target SharePoint domain which will be mapped against the given source domain 127 v 3 You can load the list of domains available with the network by clicking Once you v click it will display the list of available domains in the network in both source and target domain sections as shown below Dockit Migrator Evaluation Version f MyJobs gt gt New Job e Credentials Migration Settings Metadata Options Kri Column Mapping Domain Mapping ah User Mapping ke Permission Mapping lt B Folder File Settings M Filter Conditions ev Post Migration Action ch Renaming Rules dh Performance Tuner SE ee Select Files Migration Settings Finish Domain Mapping c Map source AD domain to its equivalent target SharePoint domain HARVESTER v v HARVESTER ORBIT VOYAGER VSSLAB 4 You can select the appropriate source domain s from the source domain list and the target domain to map from the list of available target domains 5 You can also enter the domain names in the respecti
23. 7 template s available o 4 Name Advanced Column Mapping Created 7 20 2018 5 58 46 PM ie Name Column Migration Created 7 20 2018 5 59 54 PM de Name Custom Columns Created 7 20 2018 5 58 59 PM oe Name Metadata Column Mapping Created 7 20 2018 5 56 57 PM ea Name New Column Mapping Created 7 20 2018 5 55 45 PM ee Name Security Columns Created 7 20 2018 5 59 21 PM oe Name Share Column Mapping Created 7 20 2018 5 56 37 PM 297 11 Click to load the application default settings Dockit Migrator Evaluation Version My Jobs gt gt New Job ra Metadata File Migration Settings Finish oH neces Column Mapping B g ae eve nse Map metadata properties to the desired SharePoint columns ac VY Filter Conditions 2 Name ee RBR File Version Status Xk Created Date eee Created Date J Modified Date eee Modified Date Xt Title Title lt bed Destination Path eee Target Path C gt Xf Source Path see Source i eS eee ES P A Metadata File Column F File Property 12 Click Next to proceed 298 Filter Conditions Dockit can migrate or upload folders and files to SharePoint after they meet certain criteria Dockit will import folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties include Office document properties and file information created date modified date and file ext
24. Cancel 481 9 Click the question mark image in the function builder to show the information about built in function in Dockit Select a function from the list anddkGO bution okadi Loo 10 Select the option to show the information about the function in Dockit Select a function from the list and click GO button to load help 482 11 Information about the function in Function Builder Help dialog as shown below Select a function from the list and dick GO button to load help Concatenate Syntax Concatenate Value1 Value2 Value3 Value x File Metadata property or enter free text in double quotes Joins several texts into one string my Concatenate Hello World Result HelloWorld 12 Click OK to insert the custom function in Function Builder dialog and proceed Dockit Built in Functions Concatenate Joins several texts into one string Syntax Concatenate Value1 Value2 Value3 where Value x File Metadata property or enter free text in double quotes 483 Right Returns the string value from the end of the string up to the specified number of characters Syntax Right Property Value Count e Property Value File Metadata property or enter free text in double quotes e Count Number of characters Left Returns the string value from the start of the string up to the specified number of characters Syntax Left Propert
25. To specify a SharePoint site URL both source SharePoint and target Office 365 of a site from which you wish to migrate Libraries Lists folders files and list items perform the steps given below 1 Specify a valid SharePoint site URL in source and specify valid Office 365 URL in target URL textbox 2 Specify the Authentication type and user credentials to connect to the SharePoint URL using the options given below 3 Specify the Authentication Type A Windows B Forms C Cloud Identity D Federated Identity 4 Specify the user credentials 5 Specify the user context stored in the user profile OR Enter the user name in any ONE of the following formats DOMAIN NAME USER NAME UserName DomainName User Name and its corresponding password Dockit Migrator will initiate Windows authentication or Forms authentication depending on configuration in the SharePoint site 401 6 Click Connect button to proceed 7 Drag and Drop files from source SharePoint Left Pane to target SharePoint site Right Pane or Select content and Right click file share select Add to SharePoint Dockit Migrator Evaluation Version My Jobs Job History Site migrate Select Files Migration Settings Finish T By Training By Test gt Name Description Items Name Description Items Training Test Ba 2 web s 72 list s amp Firstvalidation o 2 web s 21 list s 43 B act 0 web s 12 list s anbu 2 items Bei 13 web
26. button to create new user profile Click here to view the details about Profile Manager page 4 Click Next button to proceed 236 Items to migrate To add folders files and list items to migrate to the destination location in SharePoint 1 The Items to migrate page will appear as shown below Dockit Migrator Evaluation Version B gt O O O Credentials Items To Migrate Site List Elements Mapping Template Finish Tt By Pluto gt T Be mas gt Name Description Items Name Description Items B Pluto B mars B Archiver 0 web s 6 list amp Archiver 0 web s 4 list s B Csite 2007 0 webjs 46 li amp Bulksocs 0 webs 28 list s B site 2010 0 web s 28 li community O web s 2 list s B Site 2016 1 web s 70 li conference O web s 10 list s Boi O web s 4 list amp csite 2007 O web s 8 list s amp om 0 web s 8 list B dev O webjs 14 list s amp English United States 0 web s 4 list amp pms 21 web s 481 lis lt amp English United States 0 web s 4 list Dockit11 1 web s 23 list s gt B Japanese O web s 4 list amp Dockit2 1 web s 54 list s Bm 1 web s 30 li Dockit365 Test site O web s 4 list s E meet 0 web s 5 list amp bop 0 web s 8 list s B Newsfeed Oweb s 4 list amp psm O web s 8 list s nmn 0 web s 5 list amp Employee Oweb s 8 list s Resource 1 we
27. litem 2 Select anyone of the following options given below to specify the content to be migrated from the source sites a Merge list contents This option merge the list contents only with the following options b Replace list if it already exists This option replaces the list in the target location if the list already exists in the target location 3 Select anyone of the following options given below to specify the item versions to be migrated from the source sites c Migrate all versions This option migrates all versions of the item file d Migrate Latest versions only This option migrates the latest version of the item file only 460 Migration Settings e Migration Settings will appear as shown below Dockit Migrator Evaluation Version A My Jobs Job History home j CS O Select Files Migration Settings Finish g wey ig X Domain Mapping User Group Mapping Job Scheduler Performance Tuner f From this page you can Domain Mapping User Group Mapping Job Scheduler Performance Tuner oO 0 6 461 Domain Mapping Dockit Migrator uses domain mapping to replace the unavailable domain with the valid domain while assigning permissions users groups for the folder file imported to OneDrive Dockit Migrator domain mapping enables you to load the list of domains available with the network and it appears in both source and target items as shown below Dockit Migrator Ev
28. lt First Name gt lt Initials gt lt Last Name gt Then you have to select the appropriate source user group from the source users groups list and select the target user group to replace from the list of available target users groups Then finally click ni button to map the users groups 68 You can also have the option to enter the user group names of your own in the respective textboxes and finally click button to map Once you click T button selected user group are mapped and the mapped data is displayed in the user group mapping pane as shown below Dockit Migrator Evaluation Version 85 gt Migration Options Tools gt gt Template Manager th oa Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration Template Name Sample aA Column Mapping Source Target User Group Mapping lt Last Name gt lt First Name gt v lt First Name gt lt Last Name gt v Domain Mapping de Permission Mapping v y gi A Og Replace Illegal Characters 69 Permission Mapping Template Dockit uses permission mapping template to map the NTFS permissions to its equivalent SharePoint permission levels To create a new permission mapping template Select New from the Templates Tools pane The new template page will appear and enter a unique template name and continue to
29. 6 You can specify the import conditions by selecting the Field Name and by specifying a corresponding value with the required operator Dockit Migrator Evaluation Version A MyJobs gt gt New Job Batch Descriptor Site List Elements Migration Settings Finish Filter Conditions Specify import condition to be satisfied for folders and files to be migrated to SharePoint Metadata Options Site Level Filter no B List Level Filter no Migrate only if the condition is satisifed Migrate only if the condition is satisifed 1 Column Mapping Web Name SharePoint x List Type SharePoint x Domain Mapping User Mapping Oan or OandD or P Permission Mapping lt amp Site List Template Mapping Show more columns Show more columns gt Yy Filter Conditions Folder Level Filter File Level Filter no Jl Migrate only if the condition is satisifed Migrate only if the condition is satisifed bh Performance Tuner Created Date SharePoint X Created Date SharePoint x lt gt Lf lt Sele z fe Oan or Oand or 6 13 2018 fs Show more columns Show more columns 277 7 You can use mathematical operators such as gt gt etc to define your query Dockit Migrator Evaluation Version tt My Jobs gt gt New Job Batch Descriptor Site List Elements Migration Settings Finish Filter Conditions nnn A LLLI s Mapping Rem
30. Demo o G db doc In Items to import step of Dockit import task wizard Select the template Sample rename the template one was created to rename the document from the list of available templates under File Renaming Rule 472 Step 2 of 10 Items to import Select folders or files to import by clicking Browse button Delete Source Path Destination Location Contains Folder Traversal Option D Sample Files Account https alpine vsslab local De Import all files and folders Files D Sample Files Audit Fies https alpine vsslab local De 10 Files 0 Import all files and folders Folders 96 9 KB D Sample Files Image Files https alpine vsslab local De 32 Files 1 Import all files and folders Folders 1 82 MB zRetensee Same Renaming Rules Folder Renaming Rule Folder Rule v File Renaming Rule File Rule w C Truncated folder names maxlength 128 C Truncated file names max length 128 C Perform Incremental Migration One way Sync Documents modified or newly created since last migration using Dockit Last migration date NONE Documents modified or newly created since last update in SharePoint Documents modified or newly created This Week v Click Next to proceed Select Create new version option in the File Settings wizard step to handle file versions correctly You can use Pre Migration Validation step in Dockit Task Wizard to validate the
31. Full Control 7 l v Ef Replace legal Characters Basic Permissions Full control Read amp Execute List Folder contents Read Write Dockit permission mapping template enables you to load the list of target permissions from site collection either by clicking the appropriate button in the target load options pane or load target permissions menu as shown below 71 Once you select the option and provide the appropriate inputs the list of target permissions displayed on the target permissions list pane as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks mi Usage Statistics File share Migration SharePoint Migration Template Name Sempe si a Column Mapping Sample o Help z User Group Mapping l Source h Target a gt Exi petra Bake i Exit jomain Mapping Moai Con ke Permission Mapping H v BN eq Replace legal Characters Then you have to select the appropriate source permissions from the source permissions list and select equivalent target permission level s to replace from the list of available target permission level s Then finally click T button to map permissions 72 You can also have the option to enter the permission name s levels s of your own in the respective textboxes and finally c
32. IB Site and List templates Be Reference Templates Domain Mapping Template consists of following panes to configure domain mapping 1 Source domain list pane 2 Destination domain list pane 3 Domain Mapping Pane 83 Dockit domain mapping template enables you to load the list of domains available with the network by clicking to load Once you click both source domain list pane and destination domain list pane displays the list of available domains in the network as shown below Dockit Migrator Evaluation Version x Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks fit Usage Statistics Tools Help E o File share Migration SharePoint Migration Template Name Sample aq Column Mapping mr p Source Target User Group Mapping v v Domain Mapping HARVESTER TEENE ORBIT Site and List templates VOYAGER Se Reference Templates VSSLAB lt VSSPRO Then you have to select the appropriate source domain s from the source domain list and select the target domain to map from the list of available target domains Then finally click T button to map the domains You can also have the option to enter the domain names of your own in the respective textboxes and finally click T button to map Dockit allows you to enter either domain names
33. Load from Save as 413 2 Target Template Dockit Migrator automatically loads the list of target SharePoint templates from connected target Office 365 site Dockit Migrator Evaluation Version 7 wos Job History haia Y a gt Select Files Migration Settings g fi o gt Target Microsoft Word 97 2003 document Microsoft Excel 97 2003 spreadsheet Microsoft PowerPoint 97 2003 presentation Document Library O Finish Load from Save as xO amp s sas Migration Setti r 2 s r TH eE Migration Settings Site and List Templates SharePoint Elements Source Microsoft Word 97 2003 document Site and List Templates Microsoft Excel 97 2003 spreadsheet Domain Mapping Microsoft PowerPoint 97 2003 presentation User Group Mapping i Document Library lt Permission Mapping Job Scheduler Performance Tuner Ea 414 Renaming Rules SharePoint does not permit certain characters in folder and file names Dockit Migrator provides an ability to rename invalid character s to valid character s and also support any character s to be renamed using rules thereby eliminating the tedious step of renaming the source folders files Dockit Migrator uses Regular Expressions technique which enables you to create generic renaming rules in order to specify the pattern for file name conventions in Renaming rules page The regular expressions technique is widely used in software where patter
34. My Jobs gt gt NewJob ts Metadata File Migration Settings Finish z EE Column Mapping ci IGTanOSeL0Gs Map metadata properties to the desired SharePoint columns Cc le Column Mapping Source column ES a V Filter Conditions X Name eee Name E File Version Status X amp Date Created s s Created 4 Date Modified s e Modified Q Metadata File Column Uf File Property wx Ce AN Vv 4 Source Column You can specify source column values from File properties Metadata File Function Builder and also from Other File Properties by entering the property name 5 Target Column You can specify the target SharePoint Column which needs to map and assign values 6 Default value You can specify the alternate value here that takes effect in case the original source value could not be assigned to the target SharePoint column during migration 194 7 You can select a column to map by clicking on properties to get a list of file and metadata e File Properties gives a list of available file system columns e Metadata Properties gives a list of columns available in metadata file 8 Once you finish mapping the columns you can click to save as new template This option enables you to save the configured column mapping as templates for reuse in other migration tasks My Jobs gt gt NewJob tS Metadata File 2n EGA F nae Migration Settings oe Column Mapping
35. and logical operators AND and OR 9 Click Next to proceed 201 Task Schedule Settings To specify the task name and schedule settings for the Dockit import task perform the steps given below 1 The Task Schedule Settings Finish page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a j Select Files Migration Settings Finish Task Name Category Blank Es Description lt ed Save amp Close Save amp Start 2 Enter a unique task name in Task Name textbox 3 To create a Windows scheduled task click Schedule Your Task button Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 202 Dockit Migrator Evaluation Version x te My Jobs gt gt NewJob x Credentials Select Files Would you like to schedule yourtask s Task Name Schedule Settings Category Blank Description Schedule Daily vV StartTime 04 42PM EA Schedule Task Daily Schedule Your Task Every 10 A Day s 2 Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords Credential Manager applet for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Hence you will not be allowed to change the scheduled Run As user context for the export task 4 C
36. gt Xf Source Path see Source i eS eee ES A Metadata File Column F File Property 12 Click Next to proceed 253 Task Schedule Settings To specify the task name and schedule settings for the Dockit import task perform the steps given below 1 The Task Schedule Settings Finish page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a j Select Files Migration Settings Finish Task Name Category Blank Es Description lt ed Save amp Close Save amp Start 2 Enter a unique task name in Task Name textbox 3 To create a Windows scheduled task click Schedule Your Task button Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 254 Dockit Migrator Evaluation Version x te My Jobs gt gt NewJob x Credentials Select Files Would you like to schedule yourtask s Task Name Schedule Settings Category Blank Description Schedule Daily vV StartTime 04 42PM EA Schedule Task Daily Schedule Your Task Every 10 A Day s 2 Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords Credential Manager applet for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Hence you will not be allowed to change the scheduled Run
37. it vo w w 2 H g Created By Modified By Content Type Check in Comments Name Created Modified Created By Modified By Content Type Last Updated eee eee eee 79 SharePoint Migration User Group Mapping Template Dockit uses user group mapping template to replace the unavailable users groups with valid new SharePoint users groups when assigning user groups or permissions for the folder document during content migration from one SharePoint environment to another You can use this mapping template for all Person or Group fields in SharePoint To create a new user group mapping template select New from the Templates Tools pane The new template will appear and enter unique template name for the template and continue to map the user as shown below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks w Usage Statistics File share Migration SharePoint Migration o Tools Template Name Sample ll Column Mapping E Temp E 9 Help Source Target a User Group Mapping Ei E romen norio M f Ie Permission Mapping E Site and List templates Be Reference Templates 80 Dockit user group mapping template enables you to load the list of users groups from various sources either by clicking the appro
38. m List 1_ 000 1 doc 2 xlsx The following tables below describe the syntax to be used in the external metadata file for single values multi values for the following data types in SharePoint Example Final Result e Choice e Lookup e Person or Group Single Value In case single value contains as part of its value you can separate the values using Windows Live Spaces Mesh Windows Live Spaces Mesh In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Windows Live Mail Windows Live Mail 290 Choice field SharePoint column in as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its value to be assigned to the Choice field column in SharePoint Live Mail Windows Photo Gallery Multi Value Example Final Result In case multi value contain Windows Live Spaces Windows Live Spaces as part of its value you Mesh Windows Mesh W
39. 115 10 The Inventory is shown for the selected source folders as the page Migration Options Tools gt gt Migration Planner m D Tools Usage Statistics File Share Inventory Summary Files and Folders Help Total 1 008 folders 12 037 files eS Eg Exit Success 1 008 folders 12 037 files r Warnings 0 folders 0 files Errors 0 folders 0 files lt Size Total 55 58 MB ES Success 55 58 MB EE Warnings 0 00 8 Errors 0 00 B Dockit Migrator Evaluation Version General Information im No folders contain gt 5 000 documents amp No folders files has unique permission A All folders files have access Passed Conditions y All file types are supported amp All folders files path are under supported length All files are under supported size in SharePoint Site Quota validated ao Q ST lin S Mandatory columns are not available Ly Warnings A No Warnings shown below GB No hidden folders files Ca No system folders files All folders files with allowed characters in SharePoint in its name Errors No Errors During inventory process the application will verify the list of source folders and files against target SharePoint report about the observed findings in the context of adhering to SharePoint limits SOKSOK Sy A Bk Invalid characters Supported file types List view threshold Unique permissions Access to folders files Site Quota Man
40. Director Senior Management C My Sales Sample Sales Template xlsx 11 24 2006 Jane Doe VP Sales Corporate Sales C My Sales Sample Product Demo ppt 09 09 1999 David Blake Sales Manager Consumer Sales 181 SharePoint Destination Location To specify a SharePoint URL of a site library folder location into which you wish to upload folders and files from the file system perform the steps given below 1 The SharePoint destination location page will appear as shown below Dockit Migrator Evaluation Version A MyJobs gt gt New Job my O O O Credentials Select Files Migration Settings Finish g gt Target SharePoint Credential Target SharePoint URL Authentication Windows v User name vsslab farmadmin_sp16 1 X B Password ecccccccccccoccce 2 Specify a valid SharePoint URL in the URL textbox You can specify a SharePoint site library or folder location in the URL textbox Dockit will load the tree view of the destination location from the level specified in this textbox D Specify the Authentication mechanism and credentials to connect to SharePoint using one of the options described below a To connect to SharePoint site configured with Windows or Forms based authentication you can select one of the below options as applicable and click Next to proceed i Windows or Forms Dockit will initiate Windows or Forms authentication using the user acc
41. Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with Dockit Migrator will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists The http URL of any resource or picture can be given to this field The value of the primary key column in the LOB record can be given to this field Dockit Migrator will query for the LOB record using the specified value and assign the corresponding ID when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint The BDC BCS column value along with the filter name can be specified in this field Dockit Migrator will search for the specified column value in the LOB VOYAGER User1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My Sample File doc http sharepoint Pictures chart bmp SBI00008251 600083 Company ID 1000 Name Vyapin Product Name Dockit Migrator 349 Managed Metadata Single Value entity using the given filter and assign the corresponding ID when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint Specify this value in filter name
42. No 3 Select anyone of the list traversal options given below to specify the contents to be migrated from source lists a Migrate list items and retain source sub folder structure All items and folders This options migrates folders and files exactly as they are in source SharePoint list The source folder structure will be retained in the destination location Migrate list items in the top level folders only Top level items This option migrate files available in the top level folders only Dockit will not traverse the subfolders within the top level folders Migrate sub folder structure only and ignore all list items All folders only This option creates the sub folder structure in the destination location and ignores all list items that are available within the added folder and its sub folders Migrate list items only and ignore source sub folder structure All items only This option migrates files only and ignore its source folder structure in the source SharePoint list Note Specify the appropriate options in File Settings step to handle situations where same filenames may be available for more than one file in different source folder hierarchy sub folders 4 Click OK to proceed 503 Site Migration Options 1 Site Migration Options dialog will appear as shown below My Jobs gt gt NewJob Dockit Migrator Evaluation Version Cr lt n Explorer Source http venus Target https Sour
43. Schedule Your Task button Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 328 Dockit Migrator Evaluation Version x My Jobs gt gt New Job Select Files Source Task Name Authentication Windows v Gegor Blank VSSLAB michae sae UserName VSSLAB michael Description Password eeecccccccsccsece Se Ges O Prompt me for user credentials when the task runs Run Now Would you like to schedule your task ys Schedule Settings runs VSLAB michal Schedule Daily v StartTime 04 42PM Eq Schedule Task Daily lt Every 10 Day s Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords Credential Manager applet for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Hence you will not be allowed to change the scheduled Run As user context for the export task 4 Click OK button to proceed or click Cancel to discard changes 5 After creating schedule task Click Finish button to run the task 329 Online e SharePoint Online Office 365 Migration e SharePoint to Office 365 Migration e OneDrive Migration 330 SharePoint Online Office 365 Migration File Share to Office 365 Batch File structure Items to Migrate Migration Settings e File Settings Renaming Rules Metadata F
44. The values can be of single or multiple Multiple values should be separated with re In this case you must specify the column value in the metadata file Dockit Migrator will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Do not use multiple values unless the equivalent column defined in Windows 7 Stock Details Accounts Product Details VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com John Doe 348 People Group Multiple value Hyperlink Picture Business Data BDC External Data BCS or or SharePoint can accept multiple values Dockit Migrator will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username
45. V Use batch file as external metadata file Domain Mapping Columns Name Source Path Destination Path Modified Date P Permission Mapping Created Date lt Site List Template Mapping gt M Filter Conditions 2 User Mapping Date Format Use Default V Time Format No time S 4 Performance Tuner DE A Vi TEF 6 Click button to see the contents of selected metadata file in the associated native application 7 Select the desired columns for which you wish to assign metadata 8 If you want use the batch file as input for Metadata Options page select Use batch file as external metadata file checkbox Use batch file as external metadata file option will be available in Batch File Mode only 9 Ifyou want to replace another metadata file click button and select the new metadata file as before 10 If any of the selected columns contains date and time values specify the Date and Time format to parse the date values The default value is the current system settings 11 Click Next to proceed 269 Column Mapping Dockit allows you to assign values from file properties or metadata properties to SharePoint columns by using Column Mapping option You can also assign metadata values by using Column Mapping Template for repeated use To create new column mapping select Column Mapping option A default page will appear as shown below Dockit Migrator Evaluation Version tt My Jobs gt
46. ee gt Vv Explorer Items to Migrate To make the import process easier for users Dockit provides an ability to specify the contents to import from the source folder structure To specify the folder settings to use in the destination SharePoint library and the necessary files to import perform the steps as given below Use Settings button to edit the folder traversal option for folders that are added in Items added for import grid view 187 A Folder Traversal page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt New Job B gt Credentials Select Files Folder Settings Sons E R Specify folders settings to use when reading the contents from source folders and 5 C Bulk Files ActivityLog csv S folder contents sub folders and files to migrate Target http venus vsslab local Document Library gt 4 Do you want to create top level folder included for migration See Mi REESE SEE ALES ERY Migrate files and retain source sub folder structure Target L http venus vsslab local Document Library O Migrate files only and ignore source sub folder structure set appropriate action for duplicate file name O Migrate files in the top level folder s only O Migrate sub folder structure only and ignore all files O Do not migrate any contents Explorer Items to Migrate The top level folder is the folder added or specified for import by the user Docki
47. gt NewJob tad fey 2 lt 2 Metadata File Migration Settings Finish Column Mapping A HH Migration Settings Map metadata properties to the desired SharePoint columns iy B il C a a VY Filter Conditions Xt Name Name a File Version Status t Date Created sss Created Date Modified s Modified pdt gt A Metadata File Column Xf File Property Source Column You can specify source column values from File properties Metadata File Function Builder and also from Other File Properties by entering the property name Target Column You can specify the target SharePoint Column which needs to map and assign values Default value You can specify the alternate value here that takes effect in case the original source value could not be assigned to the target SharePoint column during migration 270 7 You can select a column to map by clicking on to get a list of file and metadata properties e File Properties gives a list of available file system columns e Metadata Properties gives a list of columns available in metadata file 8 Once you finish mapping the columns you can click to save as new template This option enables you to save the configured column mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version My Jobs gt gt NewJob e Metadata File X G5 Metadata File Column File 9 Once you save a template you can
48. or Oan or Show more columns Show more columns f 2 Select any one of the following options given below Web Level Migrate the source webs that satisfy the given migration filter List Level Migrate the source lists that satisfy the given migration filter Folder Level Migrate the folders that satisfy the given migration filter List Item Level Migrate the files items that satisfy the given migration filter anog 3 Option that has discussed below is Folder Level Filter 274 4 Specify condition to apply at the folder level For example you can Import folders when Folder Name Conference Information Dockit Migrator Evaluation Version A MyJobs gt gt New Job Batch Descriptor e Mapping Templates Metadata Options 1 Column Mapping Domain Mapping User Mapping P Permission Mapping lt amp Site List Template Mapping bh Performance Tuner X Site List Elements Filter Conditions Migration Settings Finish Specify import condition to be satisfied for folders and files to be migrated to SharePoint Site Level Filter no E Migrate only if the condition is satisifed Web Name SharePoint x Oan or Show more columns Folder Level Filter fe Migrate only if the condition is satisifed Folder Name SharePoint x Conference Information Oan or Show more columns List Level Filter no Migrate only if the condition
49. specify this value in FILTER filter name QUERY value where FILTER and QUERY are reserved words Dockit also automatically fills up the column values associated with the BDC BCS column during import Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the sArticleImage jpg gt NewsArticleImage jpg lt a gt It is lt b gt sample text lt b gt Company Name Vyapin ID 1000 Product Name Dockit Migrator If the filter name contains colon in its name use the following syntax FILT
50. will be created in the new destination location http sharepoint technical documents folder1 folder2 folder3 For CSV and TXT formats all field names and their corresponding metadata values should be enclosed within double quotes e g John Doe When using accented characters such as a in folder file names the CSV TXT batch file must be in UNICODE encoded format For Microsoft Excel file formats XLSX do not enclose the field names and their corresponding metadata values within double quotes Ensure date values are in Date Only or Date And Time format Lookup data type value will be assigned based on column value only Lookup columns referring to non existing list and column will not be updated by Dockit People or Group data type value should be user name Active Directory AD group name or SharePoint group name User or group name referring to non existing user or group will not be updated by Dockit The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Business Data Catalog BDC column values must be provided with the appropriate filter name to use in order to query the LOB records Dockit will be unable to update the BDC column values if the filter name is incorrect or does not exist You must provide the BDC column value in the format lt filter name gt lt value gt For example Company Name Vyap
51. 1 a Dockit 365 2018 10 50 AM folder p Dockit365 Test site Created for testing p O web s 8 list s 1 J Dockit Shar 2017 11 49 AM folder Documents 33 items JL Dockitiox 2018 10 12 AM folder EG Form Templates This library contains Oitems JL Dockiti1x 2 2018 7 10 PM folder 0 Site Collection Doc This system library w O items s Dockit9x 3 2016 3 18 PM folder 8 Site Collection Hel This system library w 0 items a Governance 5 2017 3 38 PM folder E Site Collection ima This system library w Oitems j Hyper V 2014 12 06 PM folder E Style Library Use the style library t 628 items a List Metade 8 2017 3 44 PM folder gt F Nub 2014 12 54 PM folder J NTFS Secur 2015 11 55 AM folder B ReporterX 2 2016 6 21 PM folder J SPinsight 2015 11 01 AM folder J SPListx 0 2017 3 54 PM folder a XPlica6x 1 2017 6 51 PM folder a DockiTSche 2015 10 52 AM dii 131 000 KB g sampleExce 5 2014 2 05 PM xlsx 8 000 KB Batch File _ Items to Migrate 17 items 1 item selected Size 8 000 KB 8 items 373 2 It helps you associate each user s file share to respective OneDrive personal site easily Drag and Drop share folder from Left Pane to respective user Dockit Migrator Evaluation Version My Jobs Job History new job Select Files Migration Settings Finish tt ETY C Users Public Documents T By Megan Bowen DMSub gt Name Date Modified Type Size Name Items J Dockit 365 0 2017 4 54 PM folder Doc
52. 1 Column Mapping Share Permission Full Control Domain Mapping Change 2 User Mapping P Permission Mapping lt Site List Template Mapping Yy Filter Conditions Read bt Performance Tuner Z Map dependents too BS 9 Note As for entering free texts multiple source permissions can be entered separated by comma 139 10 In both the cases for target SharePoint permissions you have to enter the target permission level in the SharePoint textbox and finally click zy button to map Dockit Migrator Evaluation Version My Jobs gt gt New Job O Batch Descriptor Site List Elements Migration Settings Finish Permission Mapping OAN Pa ann Lay san Mapping Templates Map unavailable permission in source to different permission in target Cc E Metadata Options pO scurce v Administrator oe Column Mapping Share Permission Full Control Domain Mapping Change User Mappin am Gabe Read P Permission Mapping lt Site List Template Mapping gt Y Filter Conditions S Performance Tuner x 2 Z Map dependents too 11 After selecting the appropriate source NTFS permissions SharePoint permission levels from the source permissions list and the equivalent target permission level s click F button to map permissions 140 12 Once you click button selected permissions are mapped and the mapped data is displayed in the
53. 2017 9 57 AM folder EB Application Support 17 item s JL 1000 fileseach 12 28 2017 9 57 AM folder Approval Documents 7 item s I 1000 files each 12 28 2017 9 58 AM folder checkin 2013 ziten JL 1000fileseach 12 28 2017 9 58 AM folder E Check in Comments 3 item s J 1000 fileseach 12 28 2017 9 59 AM folder E Check in Comments 1 2 item s JL 100KB 12 28 2017 10 01 AM folder EG Content Lib 8 item s J s08 12 28 2017 10 00 AM folder Control Character Libre 2 item s Bulkfolders 100 12 28 2017 9 59 AM folder ES Copy Source 2 item s 1 ActivityLog 12 28 2017 5 54 PM crosiaMe Customized Reports This Document libra 11 item s gt DC Lib Data Connection Lib 9 item s DC Libo7 Data Connection Lib 5 item s E Devlopement 4 item s amp DL 2011 item s Document Library 19 item s Documents 6 item s documenttempl 2 item s amp Drop Off Library After their propertie 0 item s ER fnrm Tamnistac Thic lihrany cantaine N itamic Explorer Items to 185 3 Browse the source folders and files of your local machine and network shares and select the required folders and files from list view left pane Select a destination location from target list view right pane and click gt button to import selected items Dockit Migrator Evaluation Version A My Jobs gt gt New Job B gt Credentials Select Files Migration Settings a TAY CG gt BulkFiles gt T BY Pluto gt Name
54. 2018 5 43 55 PM 1 19 2018 6 43 12 PM xX 5 2 items 1 19 2018 6 43 12 PM 399 Select SharePoint Migration from job category page as shown below Dockit Migrator Evaluation Version 7 My Jobs Job History New Job New Job g SharePoint Online Office 365 Migration OneDrive Migration Migrate contents from file servers to SharePoint Online Migrate contents from OneDrive for Business to Office 365 and OneDrive OneDrive for Business File share Migration OneDrive Migration SharePoint on premises to Office 365 Migrate contents from SharePoint on premises to Office 365 SharePoint Online mises to Office 365 Migration a amp SharePoint on premises to OneDrive m SharePoint on premises 2007 Migrate contents from SharePoint on 6 personal sites to SharePoint premises personal sites to OneDrive for nd OneDrive for Business Business SharePoint Migration w 400 The New Job page appears as shown below Enter Job Name Description Optional and specify source SharePoint and target office 365 Url and its credentials and click Connect Dockit Migrator Evaluation Version a My Jobs Job History Site migrate gt SharePoint to Online gt Site migrate Site migrate Source SharePoint Credential Target SharePoint Credential Source URL Target URL Authentication Authentication Windows v Cloud Identity User name User name Password Password Ss
55. 21 02 Domain ening Master Page Z Home Page as in Source site a Root level web pages Co peeviGroup Mapping F List Views V Associate Web Parts Y List Permissions WV Root level web pages lt Permission Mapping Content Types C Workflows 1 gt Columns ASSO Workflow History g Job Scheduler M Maintain Same Document ID as in Source 2 For SharePoint 2007 migration Dockit Server Agent must be available in Source SharePoint Server Performance Tuner Batch File Settings Note 1 Dockit Server Agent must be available in Source SharePoint Server DC Ci 409 2 Specify the site elements to migrate during a Site Web level migration to a target Office 365 site Dockit Migrator Evaluation Version y wios Job History New SP a Select Files Migration Settings Finish Migration Settings Site List Elements Site Permissions User Alerts IB Site and List Templates Activate Site Features Top Links in Site Pages Content Types Quick Launch Links 1 Master Page Home Page as in Source site aa Domain Mapping List Views W Associate Web Parts User Group Mapping v V List Permissions Workflows 2 v Content Types Workflow History v Maintain Same Document ID as in Source Job Scheduler Note 1 Dockit Server Agent must be available in Source SharePoi
56. 3 Click Get Inventory button to display the inventory of the selected folder s Here the inventory process will calculate the number of folders and files and total size of the selected folders 110 4 The Inventory of the selected folder s is shown below gt Migration Options Tools gt gt Migration Planner mi Usage Statistics Dockit Migrator Evaluation Version Select the source file system folder s veo OULD ae cae ee ae ae em ae ee es ae b D b p D CA DA SRECYCLE BIN Common Share Config Msi Feature Microsoft New folder Patch DII Patch Release Projects2010 Projects2012 Reference Release Details Resources Sample Files Share Images Personal b X real bulk Support System Volume Information Test FS v8 7 Japanese Working Copy XPlica b Network Files and Folders 1 folders 4 files Total Size 317 14 KB Get Inventory Check for Error 5 After getting inventory of the selected folder s click Check for Errors button 111 6 The Target SharePoint site page is shown when Check for Errors button is clicked gt Migration Options m Usage Statistics V Tools Help amp Exit Dockit Migrator Evaluation Version Tools gt gt Migration Planner Sel
57. 3 You can Edit the existing renaming rule by selecting the appropriate rule 4 If you have to order the rules in the grid using the navigation buttons available on the right side of the grid click Save button to save the rules in that order 5 The following are valid wildcard characters that can be used to create naming rules in Dockit asterisk Denotes any number of characters to be left question mark Denotes at least one character position to be truncated replaced 515 Sample Renaming Rules Sample renaming rules File Name Find Replace Result Remarks SampleV1 V1 empty Sample Truncate V1 if the file ends with V1 SampleV1 VI A SampleA Replace V1 with A if the file name ends with V1 Hello_World Hello_ empty World Truncate Hello_ if the file name starts with Hello_ Hello_World World empty Hello Truncate _World if file name ends with _World SampleV1 v empty Sample Truncate V and the file name character following it immediately succeeding character if the file names contains V and followed by any one character Sample p empty Sale Truncate one character preceding the letter p in the file name SampleV12 V empty Sample Truncate two characters following the character letter V in the file name SampleFileVersion File empty SampleVersion Truncate the word File in a
58. America Country United States States Washington Continent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska Complete 4 351 The following tables below describe the syntax to be used in the external metadata file for single values multi values for the following data types in SharePoint e Choice e Lookup e Person or Group Single Value In case single value contains as part of its value you can separate the values using In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Choice field column in SharePoint Multi Value In case multi value contain as part of its value you can separate the values using In case multi value contain as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its value to be assigned to the Choice field column in SharePoint Example Windows Live Spaces Mesh Windows Li
59. As user context for the export task 4 Click OK button to proceed or click Cancel to discard changes 5 After creating schedule task Click Finish button to run the task 255 Batch File Mode Create Task To create a task to migrate folders files and list items along with metadata from one SharePoint list to another SharePoint list 1 Click SharePoint Migration from New Job menu of Dockit Migrator screen Select Batch file mode task type under the list of available task types as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob File share to SharePoint Migration Clean up Metadata Migrate folders and documents from file servers Assign update metadata to the documents that already network file shares local computers and personal drives exists in SharePoint document libraries on premise along with metadata to SharePoint on premises File share Migration w Clean up Metadata w SharePoint to SharePoint Migration Migrate sites and lists from SharePoint server 2003 2007 2010 2013 and SharePoint 2016 to SharePoint on premises SharePoint Migration w Explorer Mode Use Dockit explorer mode to migrate sites and lists Batch file Mode Use batch file mode to migrate sites and lists xX 9 Specify Batch Descriptor File Specify Site List Elements to migrate Specify Migration Settings Specify Task Schedule Settings Click Finish button to creat
60. Date Modified Type Size Name Description Items JL 1000 files each 12 28 2017 9 57 AM folder i Application Support 17 items J 1000 files each 12 28 2017 9 57 AM folder amp amp Approval Documents T item s J 1000 files each 12 28 2017 9 58 AM folder RE checkin 2013 2 hem J 1000 files each 12 28 2017 9 58 AM folder BS check n e 3 item s JL 1000 files each 12 28 2017 9 59 AM folder Check in Comments 10 2 item s J 100KB 12 28 2017 10 01 AM folder N5 Content Ub Sem JL s0Ke 12 28 2017 10 00 AM folder 3 Control Character Library 2 item s Bulkfolders i00 12 28 2017 9 59 AM folder ER Copy Source Sree 1 ActivityLog 12 28 2017 5 54 PM csv 9 614MB e E5 Customized Reports This Document libra 11 item s DC Lib Data Connection Lib 9 item s DC Libo7 Data Connection Lib 5 item s Devlopement 4 item s amp DL 2011 item s E5 Document Library 2 19 item s ES Documents 6 item s 3 documenttempl 2 item s amp Drop Off Library After their propertie 0 item s US Earm Tamnistec Thic lihrarv cantaine N itamic Explorer Items to Migrate i 4 The selected folders and files added for import will be displayed in the Items to Migrate tab Dockit processes the top level folders and files added for import in the order in which it appears in the Items to Migrate tab The import process order can be changed by the navigation buttons available in the right side of the grid Importing file versions You
61. Display Name John Doe or E mail address someone example com can be used to denote a user account The New Name field will not be carried forward as a metadata field into SharePoint 13 Business Data BDC External Data BCS column values must be provided with the appropriate filter name to use in order to query the LOB records Dockit will be unable to update the BDC column values if the filter name is incorrect or does not exist You must provide the BDC column value in the format lt filter name gt lt value gt For example Company Name NorthWind 284 14 The Managed Metadata column values can be term labels or synonyms of term labels or The following section describes the data types supported full path of the term value full term path Dockit will search the specified term value under the specified parent term of the corresponding term set and assign the ID of the matching term value for the managed metadata column You must provide the path of the term label in the format ParentTerm TermLabel1 TermLabel2 TermLabel3 For example Continent North America Country United States States Alaska In the example above if the specified term value Alaska does not exist in the selected term set of the managed metadata column Dockit checks if the term set is open to creating new terms values If yes Dockit will create the new term value Alaska under the specified term path Continent North America Country United
62. Dockit creates import tasks for import process setup to migrate documents and metadata from file system to SharePoint Dockit Task Manager in the main application window will help you manage Dockit import tasks and their corresponding task history Dockit Task Manager provides menu and tools to work with the tasks easily Dockit Migrator Evaluation Version tt My Jobs Job History fey New Edit Z Run Now li gt Re do A Incremental x Delete Wa Copy A Reschedule Validate g View Job Instance i i G by RA search O 2 om SharePoint On Premise Jobs 2 roup by EU Searc an ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated 4 T1 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 0 Files 0 Folders 0 KB 4 Et Explorer Test eee 1 11 2018 11 40 15 AM 1 12 2018 1 01 40 PM 1 12 2018 1 01 40 PM 0 Files 0 Folders 0 KB DE A referes the task is in Incremental Mode P refers the task is schedule in Windows task Scheduler Dockit Task Manager contains a standard menu bar and toolbar along with two panes to manage Dockit export task effectively a Task List pane b Task History pane 19 Standard menu bar and toolbar Standard menu bar and toolbar contain all the commands or actions to work with a Dockit export task New 2 Edit Run Now li gt Re do A Incremental x Delete val Copy i Reschedule Validate g View Job Instance Task List Task List pane
63. Eg Exit Daman MPPI File Name t Name eee Is Permission Mapping File Created Date J Created eee l Site and List templates SH Reference Templates File Modified Date Xt Modified eee File Created By Xt Created By eee lt File Modified By J Modified By coe File Content Type Xk Content Type eee m File Checkin Comments g Check in eee ia Comments Folder Name Xt Name eee Folder Created Date XE Created eee Folder Modified Date J Modified eee Folder Created By bed Created By Column Mapping Template view Template list pane in Dockit template manager tool transformed into Column Mapping template view upon selecting a node column mapping template under the group Column Mapping Template in template tree pane Column Mapping template view consists of following panes to configure column mapping 78 Column Mapping Pane Column Mapping pane displays the column mapping structure for the selected template It provides the mapping information metadata value or source assigned for SharePoint destination column s configured in the template Column Mapping related operations can be performed by using the Column Mapping Actions toolbar Template Name Sample File Created By File Modified By File Content Type File Checkin Comments Folder Name Folder Created Date Folder Modified Date Folder Created By Folder Modified By Folder Content Type DB Last Update xt
64. File empty SampleVersion Truncate the word File in any position in the file name Sample Matrix Dot SampleDotMatrix Sample File Text SampleTextFile Hello World empty HelloWorld Sample Dollar SampleDollar Sample File empty SampleFile Sample Document gt e xli Plus SamplePlusDocument 76 Hello lt World lt empty HelloWorld Hello gt World gt empty HelloWorld Document Word WordDocument Word Document WordDocument File Sample SampleFile Sample Document SampleDocument 77 SharePoint Migration Column Mapping Template Dockit allows you to map metadata properties to the SharePoint column using column mapping templates Dockit column mapping template is available as one of the items under Manage Templates available under Tools Menu To create a new column mapping template Select New from the Column mapping Template Tools pane The new template will appear and enter a unique name for the template as shown below Dockit Migrator Evaluation Version x Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks m Usage Statistics File share Migration SharePoint Migration Template Name a Column Mapping E mpe ame Help e P rm z aim 5 Group Mapping Target Column Source Column Default Value
65. Generate URL for all items and folders in the current top level In Export as option specify valid export path in the textbox or click button to specify the export file name Select option Open metadata file once export is complete to open the metadata file automatically after completing the export process Click Start Export button to commence the export process After clicking Start Export button a page appears as shown below Dockit Migrator Evaluation Version a x gt Migration Options Tools gt gt Metadata Collator il Usage Statistics gt Tools Help Bon Number of Items Processed 15 of 15 Total Items Processed 15 lt Total 15 Total Items Skipped 0 Completed Successfully 106 If you want to stop the export process click Cancel button 13 Sample metadata entries generated using this tool For Absolute URL with Title Column Destination Path Title ContentType PolicyNumber http sharepoint vyapin demo sites migration lists countries 1_ 000 United States of America Policy Info 123A http sharepoint vyapin demo sites migration lists countries 2_ 000 Australia Policy Info 234B For Base URL with Title Column Destination Path Title DocType PolicyNumber http sharepoint vyapin demo sites migration lists countries United States of America Word document 123A http sharepoint vyapin demo sites migration lists countries Aust
66. Lenseeieniaias EAR ENNEA 41 Copy AN EXISTING TASK serres ent oceducnsasen esses case devi nad ONEEN AE EREE 43 Reschedul Task swiwetcwweiiwedevviticesy ei wi vindiaeivenewe itv ede vea hwnd E E 45 Validate TaSK ficccesctssete itso tbtae AEE E E ieee het needa dines 47 Manage Categories nasosni ne aE R EN 51 CIE ANUP MISEORY oreore a nE EE E AE E E EA 54 View JOD INStance cic cecccessetsecsee teenies are irn riran pirin d E ETIR Eie ereeeiey ee 56 TASKIMISCORY cren an a E E E E EA 58 Dockit TOOIS ie A A A A a ANN ERNEA 59 Dockit Template Manager ce EEE EEE EEE 60 Column Mapping Template cece cee EERE EERE EEE 62 Domain Mapping Template cc EERIE nt Ent 64 User Group Mapping Template cece Enna 67 Permission Mapping Template ccc Enna 70 Replace Illegal Characters sasicesccestedivaneneyteeetedys cerewe ge evened vous ont EEEE EERS 74 SharePoint Migration Column Mapping Template ccececceeeeeeeeeeeeeeeteeteneeaeeneea 78 SharePoint Migration User Group Mapping Template ccccccsceeeeeeeeeeeeeeaeeaeenees 80 SharePoint Migration Domain Mapping Template ccecceceeeeeeeeeeeeeeeeeeeeeeeneenees 83 SharePoint Migration Site and List Mapping Template cccccceceeeeeeeeeeeeeeeeeaeenees 86 SharePoint Migration Permission Mapping Template cccccsceseeeeeeeeeeeeeeeaeeaeenees 88 SharePoint Migration Reference Mapping Template cccececeeeeeeeeeeeeeeeeeeaeeaeenee
67. Level Filter ves File Level Filter ves AR Column Mapping Migrate only if the condition is satisifed Migrate only if the condition is satisifed Folder Name File Properties x x Title e File Properties x Domain Mapping m e Conference Information Information User Mappin an ping OAND oOR OaND oR P Paier NENE Last Accessed Date File Properties X Keywords File Properties X lt gt z Like x R Folder File Settings 6 27 2018 kall linfo gt O AND OR AND OOR M Filter Conditions Title File Properties T x Date Modified File Properties a x Se ev Post Migration Action CNN ch Renaming Rules gt OAND OR lt dg Performance Tuner x lt gt Is Null Is Not Null Show more columns Show more columns ea 8 Complex queries can be constructed with the use of left right parenthesis and and logical operators AND and OR 9 Click Next to proceed 229 Task Schedule Settings To specify the task name and schedule settings for the Dockit import task perform the steps given below 1 The Task Schedule Settings Finish page will appear as shown below Dockit Migrator Evaluation Version y My Jobs gt gt New Job B gt Select Files Migration Settings Finish Task Name Category Blank v Description Save amp Close Save amp Start 2 Enter a unique task name in Task Name textbox 3 To create a Windo
68. Mapping amp Permission Mapping lt R Folder File Settings Y Filter Conditions ev Post Migration Action ch Renaming Rules 1 ib Performance Tuner x 9 130 9 Once you save a template you can load from the saved templates to use in this task Click to load available domain mapping templates A MyJobs gt gt New Job Dockit Migrator Evaluation Version e Select Files g HH Migration Settings E Metadata Options 1 Column Mapping User Mapping P Permission Mapping lt R Folder File Settings Y Filter Conditions ev Post Migration Action ch Renaming Rules ib Performance Tuner X C 11 Click Next to proceed 10 Click Domain Mapping Map source AD domain to its q 3 template s available wA Name Created wA Name oO Created ow Name g Created to load the application default settings Available Templates Advanced Domain Mapping 7 20 2018 7 29 02 PM Domain Migration 7 20 2018 7 27 31 PM Security Domains 7 20 2018 7 28 31 PM 131 User Group Mapping Dockit uses user group mapping to replace the unavailable users groups with valid new SharePoint users groups when assigning user groups or permissions for the folder document during content migration from one SharePoint environment to another You can use this mapping for all Person or Group fields in SharePoint 1 To create a new user group mapping s
69. Migrator Evaluation Version Site List Elements Site List Template Mapping Map unavailable site list templates in 5 template s available Available Templates Name Created Nam C Nam C Name Created 15 Click to load the application default settings 16 Click Next to proceed reated reated Custom Sites Mapping 7 26 2018 12 41 26 PM Designer Custom Libraries 7 26 2018 12 40 37 PM Status List Mapping 7 26 2018 12 39 45 PM Unavailable List Template 7 26 2018 12 42 02 PM 148 Reference Mapping Template Dockit uses reference column value templates to allow users to define reference columns for lists based on list template types Reference column is used to determine the existence of list items to specify the action to be taken by Dockit when a list item with the same name already exists in the destination location To create a new column definition select New from the Templates Tools pane The new template will appear and enter an unique template name for the template as shown below Dockit Migrator Evaluation Version X gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks m Usage Statistics File share Migration SharePoint Migration DA Tools e Sampl aA Column Mapping E Templste Nome Sane Pi Help List Type List URL Reference Column User Group Mapping Links Cr
70. My Jobs gt gt New Job fe 2 Batch File Migration Settings i Finish o Filter Conditions g LEH Migration Settings Specify import condition to be satisfied for folders and files to be updated in SharePoint ik Column Mapping Folder Level Filter I File Level Filter YEs Migrate only if the condition is satisfied Migrate only if the condition is satisfied Folder Name File Property Title File Property LI BR Item Version Status z k Conference Information Information OAND OR OAND OR Last Accessed Date File Property x Title File Property x zs 7 5 8 10 2018 ic gt OAND OR END OR Date Modified File Property Y X 4 Is Null 2 Is Not Null Show more columns Show more columns 7 Complex queries can be constructed with the use of left right parenthesis and and logical operators AND and OR 9 Click Next to proceed 327 Task Schedule Settings To specify the task name and schedule settings for the Dockit import task perform the steps given below 1 The Task Schedule Settings Finish page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a j Select Files Migration Settings Finish Task Name Category Blank Es Description lt ed Save amp Close Save amp Start 2 Enter a unique task name in Task Name textbox 3 To create a Windows scheduled task click
71. MyJobs Job History new job a gt Select Files Migration Settings Finish Source C Users Public Documents sampleExcel xlsx x 4 Target i https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com dmsub Shared Documents Source g C Users Public Documents sampleexcel xlsx x 4 Target A https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Documents Batch File ee gt Explorer Items to Migrate 59 items __ 2 The selected folders and files added for import will be displayed in the Items to Migrate page Dockit Migrator processes the top level folders and files added for import in the order in which it appears in the Items to Migrate page The import process order can be changed by the navigation buttons available in the right side of the page You can remove the files and folders added for import by clicking Red X beside the files 2 items 3 Click gt button to proceed 340 Migration Settings 1 Migration Settings will appear as shown below Dockit Migrator Evaluation Version Migration Settings A Metadata Settings 7 wios Job History doc Migration a Select Files mg File Settings Renaming Rules ix gt 3 a lt Domain Mapping Job Scheduler SES 2 From this page you can File Settings Renaming Rules Metadata Settings Column Mapping Permission Mapping User Group Mapping Domain Mapping F
72. Overwrite file Deletes the file from the destination location along with its version history and imports the source file c Create as new file Creates a new file by appending and prepending the user defined characters with the source file name and imports the newly created file Note is the reserved character and denotes incremental index d Create new version Adds the source file as new version at the destination location Select any one of the following options to instruct Dockit what to do if the destination file is checked out by either current user or another user i Leave as is Skip the file ii Overwrite current version Undo Checkout the file and add the source file as new version iii Check in file amp create new version Check in the file and add the source file as a new version Dockit Migrator Evaluation Version My Jobs gt gt New Job ETS Files Migration Settings Finish o Folder File Settings ann 47 MGR SSE Specify action to be taken when a folder file with same name already exists in destination location Metadata Options Folder Settings If a folder with the same name already exists in the target location Column Mappin ik ping Create new folder b Domain Mapping by Append _new wv 9 User Mappin ah Pping File Settings If a file with the same name already exists in the target location P Permission Mapping Create new file E R Folder File Settings by Append v oO gt Y Filter Con
73. SP Batch Metadata one 12 26 2018 12 06 31 PM 12 26 2018 12 35 50 PM 12 26 2018 12 35 50 PM 2 Files 2 Folders 7 084 KB FS to SP CMAP eee 12 26 2018 10 45 01 AM 12 26 2018 10 47 34 AM 12 26 2018 10 47 34 AM 3 Files 3 Folders 10 626 KB FS to SP CMAP Schedule a 12 26 2018 12 10 22 PM 12 26 2018 12 11 54 PM 12 26 2018 12 11 54 PM 1 Files 2 Folders 3 542 KB D FS to SP Batch Metadata Schedule 12 26 2018 12 35 30 PM 12 26 2018 12 35 30 PM 12 26 2018 12 35 30 PM 0 Files 0 Folders 0 KB FS to SP Metadata eas 12 26 2018 11 37 09 AM 12 26 2018 11 38 19 AM 12 26 2018 11 38 19 AM 1 Files 2 Folders 3 542 KB Se DE 45 3 In Create Windows Task dialog specify a Run As account and Password and Click OK to create a new schedule task with the same schedule settings that was previously saved by Dockit Import Task Wizard Schedule the task in Windows Task Scheduler using the settings below Task Name sTo S Runas DevtabbohnDe o setPasword Schedule Daily v Starttime 06 17 10PM_ Schedule Task Daily Every f day s Schedule To create a Windows scheduled task Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 46 Validate Task Validate Task for SharePoint Migration SharePoint OnPremises and SharePoint Online This tool will help you to identify the most common errors that are likely to occur and minimize such errors during a live migration To Validate a
74. SharePoint Migratio Messinin aieiai aa a A eee eee eas 172 Explorer Mode Create TaSk cccccccscceceseeeeeeeeeeeeee eee eeeeeeeeeeaeeaenaetaetannaeeaeags 173 Metadata file StruCtUre ccccccecceceece eee e eens eee eee e eee eee E SEES ESE ESE EE SESE EE EEE EES 174 SharePoint Destination LOCatioOn s s esrsrrrrsrrrrrrrsrrrrernrrrrnsrnrrernrerrnnenre 182 Items to TMPO fee a EE A a Eaa i Ea EALE sesintn eves aged EA AERIENE 184 Migration SCttinGS tase eh ea eee 190 Metadata Options s i cs00 ioie ie iis eves a a a i detente 190 Column MapPING wseiveivei weet derives Wives ec eta iat i aves 194 Filter Condition Sise rasonat iaaa dea udilea te aneetin lad dente TAA tes 198 Task Schedule SettingSi remie aae a a aus A A a ied eine 202 Batch file Mode Create TaSk cccccceccssesceeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeaetaetantaeengeags 204 Batch File Structure iseina aenn i a a aia a 205 Metadata File Structures weicscwueiscctenev eoir dan reve cis pede A EN AAEN ET a 208 Batch Fle Opi OS naa eaa ara n ence toa vegas dank da AIA AEA REA OAA ILAE R AENEA 216 Migration Se ttinGS a T A T E est 218 Metadata Opti N Sierpien ieee eblvece a EE A O i a tarts 219 Column Mapping ara ia a a AE A ae A 222 Filter CONGITIONS iirc daiiereiers vicecct ie eden a a a a a a 226 Task Schedule SettinGS i sis eas eutes cia eddies hpi dee ves vaaev des cede ASN tener elades 230 SharePoint Migration vissan ca cived dl cpavdaa deaaisaadca
75. SharePoint column during migration 295 7 You can select a column to map by clicking on to get a list of file and metadata properties e File Properties gives a list of available file system columns e Metadata Properties gives a list of columns available in metadata file 8 Once you finish mapping the columns you can click to save as new template This option enables you to save the configured column mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version My Jobs gt gt NewJob a Metadata File x 9 D Metadata File Column File 9 Once you save a template you can load from the saved templates to use in this task 2 Save as Template z 3 l A Column Mapping zns Migration Settings Map metadata properties to th Name Advanced Column Mapping a Column Mapping Z Overwrite if template already exists Filter Conditions XE Name i File Version Status Created Date X Modified Date t Title lt XE Destination Path Source Path 296 10 Click My Jobs QS File to load available column mapping templates Dockit Migrator Evaluation Version gt gt NewJob Column Mapping Migration Settings Map metadata properties to th 7 Filter Conditions 2 Name FBT column mopping Ma BR File Version Status Date Created Date Modified Q Metadata File Column File Available Templates
76. Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Example Yes No This is sample text This is sample text nThis is sample for multi line text 12 30 2009 10 50 AM 1 25 2010 10 3 41 100 10000 1500 67 Male 75 Windows 7 Windows Vista Windows 2003 Windows XP Windows 7 175 Lookup Multiple values People or Group Single Value People or Group Multiple value Hyperlink or Picture Note If the specified column value is of folder type the ID of the folder will not be assigned Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assi
77. Tools gt gt Metadata Collator a Usage Statistics Export metadata for library list items to a file Enter a list or folder location URL along with the user credentials to proceed Source URL 4 Tool http planet vsslab local 1aa Help Authentication Windows v User Name H Exit vsslab farmadmin_sp16 1 Password Specify a valid SharePoint List URL in the URL textbox You can specify a SharePoint library list folder Location in the textbox e g http sharepoint local demo lists products You can also specify a SharePoint online Office 365 library list folder URL and click Connect Upon clicking Connect button you will be prompted for login credentials username and password Provide User ID and Password in the respective textboxes and click Sign in button to proceed Specify a valid SharePoint List URL in the URL textbox You can specify a SharePoint Library lists folder location in the textbox e g http sharepoint local demo lists products Specify the user credentials to connect to the SharePoint URL using the options given below a Use the following credential to connect to SharePoint Connect to SharePoint URL using the user context stored in the user profile OR enter the user name in any ONE of the following formats lt DOMAIN NAME gt lt USER NAME gt UserName DomainName UserName and its corresponding password Dockit will initiate Windows authentication or F
78. Validation tool helps you validate the exact steps performed by Dockit Migrator during the migration process This tool does not migrate any files to the destination location Most common errors can be identified by using this tool You may run the Pre migration Validation tool when there are any changes to migrate job settings or any SharePoint settings to ensure correctness 1 The Pre migration Validation step in the Dockit Migrator validation page appears as shown below Dockit Migrator Evaluation Version lt My Jobs Job History FS Expo Select Files Migration Settings Finish Validate Migration Mb Check existence of source and target locations Check site quotas Check invalid characters for folder file name f Check for folder file URL length Validate Check for files that exceed 2 GB size limit Check columns availability in target SharePoint Check mandatory columns Check metadata value availability in target SharePoint if applicable Check the existence of permission levels users in target SharePoint Save amp Close Save amp Start mx o AN afalofalaiaalala 2 Click Validate button to invoke the Pre migration Validation tool 396 3 You will notice the validation progress as shown below Dockit Migrator Evaluation Version My Jobs Job History FS Explor Select Files Migration Settings Finish Validate Migration a Check existence of source and target l
79. Y Filter Conditions BR File Version Status Ce AN x4 Dockit Migrator Evaluation Version Column Mapping Map metadata properties to th Name Created Date Modified Date Title Destination Path Source Path O Metadata File Column YF File Name Advanced Column Mapping v Overwrite if template already exists Save as Template 9 Once you save a template you can load from the saved templates to use in this task 195 10 Click A My Jobs to load available column mapping templates Dockit Migrator Evaluation Version gt gt NewJob Metadata File Column Mapping Migration Settings Map metadata properties to th V Filter Conditions t Name R File Version Status X amp Date Created t Date Modified Metadata File Column File Column Mapping 4 Name Advanced Column Mapping Available Templates 7 template s available Created 7 20 2018 5 58 46 PM 4 Name Column Migration Created 7 20 2018 5 59 54 PM oe Name Custom Columns Created 7 20 2018 5 58 59 PM fe Name Metadata Column Mapping Created 7 20 2018 5 56 57 PM AR Name New Column Mapping Created 7 20 2018 5 55 45 PM y Name Security Columns Created 7 20 2018 5 59 21 PM ela Name Share Column Mapping Created 7 20 2018 5 56 37 PM 196 11 Click to load the application default settings th My Jobs gt gt New Job rs Do
80. You can use HTML tags in order to create rich content in the field The BDC BCS column value along with the filter name can be specified in this field Dockit will search for the specified column value in the LOB entity using the given filter and assign the corresponding ID when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint Specify this value in filter name value format If the filter name contains colon in its name specify this value in FILTER filter name QUERY value where FILTER and QUERY are reserved words Dockit also automatically fills up the column values associated with the BDC BCS column during import Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata fi
81. aE E A E A Aa 381 Renaming RUS sierp ertr piis danii aeaa dete penguins S EE PEET ped iene pE ak 382 DOMAIN MAPPING tac ccveecies creeds ceed eet eeedeeeva nituan ETENA a anA ni a ANA nY annie 386 USER MAPPING a a aN E A SNA 388 PERMISSION MAPPING eserine nan a E NEE EAT NOEN EAERI TEENRITE DIER 390 Filter Condition Sie nnana ana aAa EAEAN ENNEA KERTAA ANAA NEE ONATAN AA 392 Performance TUNS iipit Altea eTA Ann pean See 394 JOD SENEdUICK wis sieacretees eras ce oneal Sade A el ern eae 395 Pre Migration Validation cies ccecte dann eavieceeeete Leeveeidcdadend Laas Corded aE Cede 396 SharePoint to Office 365 Migration ccceceeeee eect eee eee teense eee eee e nee teeta ees 398 SharePoint On premises to Office 365 Migration cceceeeee eee ee eee eeee eee ees 399 t ms to migrator eeror cee eas dene needs cee eed ET peed acta peed ecko neve dere i eed eee eins 403 Sit Migration OPO eeren e aa tecdecessa edad taawanivewucuged teaWeeeevenaaedecas 404 LISt Migration OPtION aa E A E AA EAE EE AE PEE ETET 407 Migration Setting Srnsnim a a ad tare a aa a E AAA 408 Job SUMMALY iredi anaa E REE ARAN AEAEE EENAA AEAEE AIENEA EN A 428 SharePoint On Premises to OneDrive Migration ss sssssssssrrssrrrssrrnsrrrnsrrrnsrrrns 429 Bath File isare nn aa E AANE alia a EN ATE A N e a 433 Items to migrate iis ee vieev nex niche gee v cede ee ni che ied vecde pee nicky nee vesbe na ae dev bee dede ree ths 436 Site Migration Option cccccicc
82. additional 164 3 Select any one of the following options a Leave as is Skip the file b Overwrite current version Undo Checkout the file and add the source file as new version c Check in file amp create new version Check in the file and add the source file as a new version 4 Click Next to proceed Note The document versioning results may vary depending on the following factors a Dockit Server Agent component is installed in the target SharePoint server such as Office 365 b Content Approval is enabled and the content approval status is set to Approved for the documents that are migrated to SharePoint c Major and Minor versioning is used in the target SharePoint library d Retention of Created Date Created By Modified Date amp Modified by fields in SharePoint during migration 165 Item Version Status To specify the action to be taken by Dockit when an item with the same name already exists in the destination location Note If you opt to overwrite the last version of a list item during the update operation Dockit requires Dockit Server Agent component to be installed in the Windows Server 2003 or Windows Server 2008 or Windows Server 2012 running Microsoft Office SharePoint Server 2007 or Windows SharePoint Services v3 0 32 bit or 64 bit platform or Microsoft SharePoint Server 2010 or Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2013 or Microsoft SharePoint Server 2016
83. additional version This option requires a Reference Column to be set 4 If the list item is in checked out state when Dockit runs you can specify one of the following options given below a Leave as is Skip the list item b Overwrite current version Undo Checkout the list item and add the updated list item as new version c Check in item amp create new version Check in the list item and add the updated list item as a new version 5 Select Check In comments from one of the options below a Check in comments not required No comments will be updated b Use specific check in comments Specify Check in Comments to be updated during list item update in SharePoint You can also specify the generic comment string using the following identifiers in Check in comments textbox i lt user name gt Replaces this identifier with the current user who performs Dockit update For example List item was updated by lt user name gt ii lt task name gt Replaces this identifier with the current Dockit import task name For example List item was updated using lt task name gt in Dockit c Assign from batch file You can also assign the check in comments by selecting a field from the batch file 167 Dockit Migrator Evaluation Version My Jobs gt gt New Job Batch File Da ration Settings Finish on Item Version Status HH I Migration Settings Specify versioning to be set while updating list item metada
84. button to proceed or click Cancel to discard changes 5 After creating schedule task Click Finish button to run the task 304 Other List Types Batch File Mode Create a task to import list items in SharePoint based on the entries in the batch file Dockit will process the list items in the order in which they appear in the batch file 1 Select Other List Types Batch Mode from Clean Up Metadata option in New Job page as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob File share to SharePoint Migration f Cleanup Metadata Migrate folders and documents from file servers f Update metadata to the documents list items that network file shares local computers and personal drives ql already exists in SharePoint libraries lists on premise along with metadata to SharePoint on premises E i File share Migration w f Cleanup Metadata w SharePoint Libraries oO Update metadata for the documents A 7 s 7 that already exists in SharePoint SharePoint to SharePoint Migration libraries sings Covi Excel file Migrate sites and lists from SharePoint server 2003 2007 2010 2013 and SharePoint 2016 to SharePoint SharePoint Lists on premises Se Update metadata for the list items that already exists in SharePoint lists using CSV Excel file SharePoint Migration w Specify Batch Import Settings Specify Migration Settings Specify Task Schedule Settings Click Finish button to
85. by any one character 416 Sample SampleV12 SampleFileVersion Sample Matrix Sample File Hello World Sample Sample File Sample Document Hello lt World Hello gt World Document Word File Sample p V File 4 lt gt empty empty empty Dot Text empty Dollar empty Plus empty empty Word Document Sample Document Sale Sample SampleVersion SampleDotMatrix SampleTextFile HelloWorld SampleDollar SampleFile SamplePlusDocument HelloWorld HelloWorld WordDocument WordDocument SampleFile SampleDocument Truncate one character preceding the letter p in the file name Truncate two characters following the character letter V in the file name Truncate the word File in any position in the file name Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for lt Example of escape sequence for gt Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for 417 Domain Mapping Dockit Migrator uses domain mapping to replace the unavailable domain with the vali
86. case multi value contain Windows Live Spaces Windows Live Spaces as part of its value you Mesh Windows Mesh Windows Azure can separate the values Azure Windows HPC Windows HPC using In case multi value contain Windows Windows Live Mail Windows Photo Gallery 214 Sample format of a CSV TEXT metadata file Note Refer Point 2 for the separator to be used in the metadata file Path Modified Date Author Name Designation Department C My Documents Sample Brochure doc 11 06 2006 John Doe Director Senior Management C My Sales Sample Sales Template xlsx 11 24 2006 Jane Doe VP Sales Corporate Sales C My Sales Sample Product Demo ppt 09 09 1999 David Blake Sales Manager Consumer Sales 215 Batch File Options To specify the batch descriptor file to migrate folders files and list items from one SharePoint list to another SharePoint list 1 The Batch File Options page will appear as shown below Dockit Migrator Evaluation Version Batch File Migration Settings TU ta ft Fe S 2 Click drop down button to see a sample batch descriptor file Comma delimited MS Excel file formats and how it should be formatted in a batch descriptor file 3 Click B button to specify the batch file The batch file can be any one of the following file formats Comma de
87. contains all export tasks created by the user Task related operations such as Edit Task Copy Task Delete Task and Run Now can be performed based on the selected task in the Task List pane It provides information about task such as Description Created Date Modified Date Total Items Processed Total Data Transferred and Settings for each task The information about category will be displayed on Show Categories The default selection on category list is All Tasks which shows all the created tasks under corresponding category The default category is Blank 4 Blank 3 Ba TESTING oo 1 9 2018 6 54 28 PM 1 9 2018 6 54 28 PM 1 9 2018 6 54 28 PM 0 Files 0 Folders 0 KB 1 8 2018 7 05 35 PM 1 8 2018 7 05 35 PM 1 8 2018 7 05 35 PM 0 Files 0 Folders 0 KB newjobtest eee 1 8 2018 4 36 12 PM 1 8 2018 4 36 12 PM 1 8 2018 4 36 12 PM 0 Files 0 Folders 0 KB The Settings of the task has been displayed when click the settings image which is at the last column of each task Dockit Migrator Evaluation Version My Jobs gt gt Job Instances 16 to federated smaple gt gt View Activity 9 25 2017 11 07 04 AM 0 Failed 0 Ignored 1 Migrated Statistics Source Target Activity Date Status Remarks job Nima 16 to federated smaple g http https planet vsslab local tile ems351957 sharepoint co Completed dms dms_doc_lib m newsfeed End Time 9 25 2017 11 08 14 AM Elapsed Time 00 01 10 Items in Source 0 webs 1 lists 0
88. create the task or click Back button to change any task settings gr B O 305 Batch File Structure The following section gives you the guidelines to create a batch file for Import metadata to all SharePoint Lists Batch File Mode task option 1 The first row of the batch file should contain the Field Names as headers In manage metadata task data type of the columns must be the same across all lists SharePoint Columns that are read only will not be updated by Dockit 2 The first field should be named as Destination Path The Destination Path field should be followed by other field names separated by delimiter characters such as comma semi colon etc The delimiter character used in the batch file should be same as Format string value available in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The following table shows the equivalent Format string for List Separator in the registry key List Separator Equivalent Format String comma CSVDelimited semi colon Delimited asterisk Delimited 3 The first column of all the rows should contain the Destination Path of an item e g http sharepoint engg documents samplefolderi In this case the Destination Path should be either list URL or sub folder URL in a SharePoint list 4 Reference column Reference column is one of the columns in the batch file unique reference which will be used to i
89. een ene EEE EE Ene E 491 Adding new terms in Managed Metadata column in SharePoint ccccceeeeeeeeeenees 492 Profil Manage ienr omaia a aae a a nE A A a a a E a a 494 Site Travetsal Optio N Sstre ea a a a a a a a a 498 List Traversal Options 2d ite eiaa a e aaa e aaa anaia dania ia 499 Library TraverSal Options ccccccceceseeeee eee dna aa aa dea iai 501 Folder Traversal Options sssssssssssrsrrssssrrrsnnssnsrrnnnnesrerrennnennerrnnnnennrrnannneserrnn 503 Site Migratiom OPtIONS earn E aE OE eueiiageieaeeeadestallegataue etedeaes 504 List Migration Options nrcnsiimiosnara a o a aap eia 506 Library Migration Options ceeistoeresdiieeriii iaiia aian i a i doves EE 507 Folder Migration OpPtiO S scr cdcrsececicaneeate ened caaiecotisciideeceadeateede AA 508 Filter ConditioN Seroren raspis enai side nce ne chen AEEA ITEE EEA L TRELA 509 Folders amp File Renaming RUIES cceeeee eee eee renee nena NAUN pes 514 POA A E A Weak Wesel eaeelheeae lea sau asa ianlb acy unclean tant iyeets 517 Bateh Tile Structures creeccwae eee ea Oe earl ee eee a ee ee Sine eat 518 File Structure for Metadata Update ciieccccece steer eee eee eee eee nett nena t eaten tenes 521 Metadata file StruCtUre encorar scence eee eee a e eee e eee EE EDS EEE E SEES EEE E SEES ESE ESOS ES 529 Error Messages and ReSOIUtION ccee eect reece eee nena ene eee eens 537 Troubleshooting for On premise task ccceeeee eee eee eee eee ee eee e
90. entries in the batch descriptor file in the exact same sequence it appears in the file You can specify the version folders in the batch file in the same sequence it needs to be imported in order to achieve the desired results in SharePoint For example let us say you have different versions of files organized in the folder structure named as C My _ Documents Sales Proposals versioni C My Documents Sales Proposals version2 C My Documents Sales Proposals version3 etc You can create a batch descriptor file as follows to import the file versions correctly 469 Path Destination Path C My Documents Sales Proposals versioni http sharepoint DocLib C My Documents Sales Proposals version2 http sharepoint DocLib C My Documents Sales Proposals version3 http sharepoint DocLib Select Create new version option in the File Settings wizard step to handle file versions correctly Importing document versions using the Folders amp Files Renaming Rules engine Dockit enables you to define flexible naming rules in order to truncate or replace invalid and or valid characters in folder and or file names during import By using wildcard characters in the Find string in the naming rules you can also create generic naming rules By this way you can rename the folder and or file name that has the same naming convention throughout the file system For instance all document versions of the same file are stored in a
91. from Save as Cc ay Domain Mapping Source Target Viewers v admin ITRAM389431 microsoft COM y iS User Group Mapping Translation Managers v admin ITRAM389431 microsoft COM lt 3 Job Scheduler v yo K Performance Tuner 2 Target User Dockit Migrator automatically loads the list of target users group from the target connected site 444 Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish ans ia T zs Migration Settings Migration Settings gt User Group Mapping Load from Save as Gy ay Domain Mapping Source Target Viewers admin ITRAM389431 microsoft COM x j ee User Group Mapping Job Scheduler X Performance Tuner Translation Managers v admin ITRAM389431 microsoft COM y lt xB You also have the option to enter the user group of your own in user mapping Select unresolved user from source combo box to map all unresolved unavailable users from source OneDrive user to a valid user in target OneDrive 445 Job Scheduler 1 The Job Schedule Settings step appears as shown below Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish ane sas r aaa Migration settings Schedule Migration W Bn VE Run As VSSPRO viswanathan Start Time Select a date rs 11 57AM E User Group Mapping Recur every 0 day s Security Options Job messin Run only w
92. g http RD65 technical documents folder1 7 The column New Folder is an optional column in the batch descriptor file Using this column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to migrating the content For instance please see the batch descriptor file snippet given below Source Path Destination Path New Folder http sharepoint vyapin com Documents Sam _ http sharepoint technic ple File xls al documents folderi folder2 folder3 http sharepoint vyapin com Lists Contacts 1 http sharepoint Emplo Sales Executiv _ 000 yee Details es Dockit automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folder1 The Sample File xls will be migrated into the new destination location http RD65 technical documents folder1 folder2 folder3 8 The column Site Template is an optional column in the batch descriptor file Using this column you can provide the site template for the sites being migrated to target SharePoint For instance please see the batch descriptor file snippet given below Source Path Destination Path Site Template http sharepoint vyapin com sites Mission http sharepoint sites Mis Wild sion Team Site http sharepoint vyapin com sites Adventur http sharepoint sites Mis e Estuary sion Adventure Blank Site Dockit creates the
93. given filter and assign the corresponding ID when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint Specify this value in filter name value format If the filter name contains colon in its name specify this value in FILTER filter name QUERY value where FILTER and QUERY are reserved words Dockit also automatically fills up the column values associated with the BDC BCS column during import 12 30 2009 10 50 AM 1 25 2010 http sharepoint Pictures ch art bmp Pictures chart bmp lt img src sites collaboration portal PublishingImages New sArticleImage jpg gt http sharepoint Documents Sample File doc Documents Sample File doc lt a href sites collaboration portal PublishingImages New sArticleImage jpg gt NewsArticleImage jpg lt a gt It is lt b gt sample text lt b gt Company Name Vyapin ID 1000 Product Migrator Name Dockit If the filter name contains colon in its name use the following syntax FILTER Product Product ID QUERY Dockit FILTER ID Name QUERY 100 OAX 288 Managed Metadata Single Value Managed Metadata Multiple Values Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the
94. group and domain mapping in separate tab The Migrate Permission option will allow you to map permission It appears as shown below 1 Source Permission Dockit Migrator automatically loads the list of source permissions from items to migrate Dockit Migrator Evaluation Version My Jobs Job History doc Migration 2 Select Files Migration Settings Finish sas O O A naai Moranon setings Migration Settings Permission Mapping Load from Save as Clear all G E File Settings NTFS SharePoint FullControl v Full Control v Af Renaming Rules Change v Contribute Yy Metadata Settings z Read v Reader y r Change Column Mapping Change lt A oinen gt Read j i User Group Mapping Read ke Permission Mapping 9 Ss Filter Condition Job Scheduler Z Map dependents too 390 2 Target Permission Dockit Migrator automatically loads the list of target permissions from the connected site Dockit Migrator Evaluation Version R Aa l ei ia E T lt lt 4 My Jobs Job History doc Migration 2 Select Files Migration Settings Finish asa o Migtaton setings Migration Settings Permission Mapping Load from Save as Clear all Cc File Settings NTFS SharePoint Renaming Rules Metadata Settings Column Mapping Domain Mapping gt User Group Mapping Permission Mapping Filter Condition Job Scheduler Z Map dependents
95. gt Select Files Migration Settings Finish Validate Migration M b Check existence of source and target locations s Check site quotas Check invalid characters for folder file name rf Check for folder file URL length Validate vs Check for files that exceed 2 GB size limit vs Check columns availability in target SharePoint vs Check mandatory columns Check metadata value availability in target SharePoint if applicable s Check the existence of permission levels users in target SharePoint See Ses mx E AN PRRRRERER 2 Click Validate button to invoke the Pre migration Validation tool 367 3 You will notice the validation progress as shown below Dockit Migrator Evaluation Version 7 MyJobs Job History FS Explor a Select Files Migration Settings Finish Validate Migration ML 3 Check existence of source and target locations s Check site quotas a Check invalid characters for folder file name 3 ss Check for folder file URL length 3 v Check for files that exceed 2 GB size limit 3 Check columns availability in target SharePoint 3 Check mandatory columns 3 Check metadata value availability in target SharePoint if applicable s Check the existence of permission levels users in target SharePoint ea ty aalctolapapehele 4 Once the Pre migration validation is complete icon will be enabled Click to view the Pre migratio
96. gt It is lt b gt sample text lt b gt Company Name Vyapin ID 1000 Product Name Dockit Migrator If the filter name contains colon in its name use the following syntax FILTER Product Product ID QUERY Dockit FILTER ID Name QUERY 100 OAX Continent North America Country United States States Alaska Alaska 533 Managed Metadata Multiple Values Geolocation Task Outcome Related Items specified term value and assign the first matching term value for the corresponding managed metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in th
97. has been described below The selected folders and files added for import will be displayed in the Items added for import grid Dockit processes the top level folders and files added for import in the order in which it appears in the Items added for import grid The import process order can be changed by the navigation buttons available in the right side of the grid You may use this order sequence feature appropriately when you have to import different file versions with the same name in the specified sequence This feature is extremely powerful when you have different file versions organized in version folder names For example let us say you have different versions of files organized in the folder structure named as C My Documents Sales Proposals version1l C My Documents Sales Proposals version2 C My Documents Sales Proposals version3 etc You can add the folders version1 version2 version3 etc to the destination location in this intended order or use the navigation buttons to the right of the grid to order them Dockit will automatically process the added folders files in the order in which it appears in the grid Select Create new version option in the File Settings wizard step to handle file versions correctly Batch File Mode Option Follow the steps in Batch file Mode File Share to SharePoint Migration option task wizard The relevant section for importing file versions has been described below Dockit processes the
98. in the file name Sample Matrix Dot SampleDotMatrix Sample File Text SampleTextFile Hello World empty HelloWorld Sample Dollar SampleDollar Sample File empty SampleFile Sample Document Plus SamplePlusDocument Hello lt World A gt 4 xi empty HelloWorld 157 Hello gt World gt empty HelloWorld Document Word WordDocument Word Document WordDocument File Sample SampleFile Sample Document SampleDocument 158 Folder File Settings To specify the action to be taken by Dockit when a folder file with the same name already exists in the destination location 1 The Folder File Settings page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt New Job E Select Files Migration Settings Finish an es 3 Folder File Settings ane ann Migration Settings Specify action to be taken when a folder file with same name already exists in destination location amp Metadata Options Folder Settings If a folder with the same name already exists in the target location Column Mappin i sth il Do not overwrite folders lv Domain Mapping a User Mapping File Settings If a file with the same name already exists in the target location P Permission Mapping Do not overwrite file v lt R Folder File Settings gt y Filter Conditi
99. in Renaming rules page The regular expressions technique is widely used in software where pattern matching is crucial Also this technique defines some of the operators amp j lt gt _ as reserved and have their own meaning in the pattern syntax If any of these operators are placed in your file name and you wish to replace with some other string you need to use backslash as an escape sequence character in Dockit Migrator Renaming Rules which will suppress its role and treat them as normal characters like A 1 Otherwise there is a chance to misinterpret your rule and hence the resultant file name may not be as expected 151 The renaming rules page will appear as shown below Dockit Migrator Evaluation Version Ph Mysobs gt gt Edit Job 10 g gt O Select Files Migration Settings Finish ana PA F Renaming Rules sas sus Migration Settings Replace invalid characters in file or folder names to valid character s during migration Metadata Options File Folder y Find Replace Find Replace i Column Mapping i E Domain Mapping e Files Files_ aim User Mapping J Permission Mapping T t f B Folder File Settings m t 4 Y Filter Conditions 4 4 ey Post Migration Action ch Renaming Rules Performance Tuner Truncate file name max length including file extension Truncate folder name max length 256 320 Folder Renaming Rule You can add or rem
100. is satisifed List Type SharePoint x Oan or Show more columns gt File Level Filter no E Migrate only if the condition is satisifed Created Date SharePoint x lt Sele p fel Oan or Show more columns 275 5 Specify rule that must be satisfied before creating folders to SharePoint For example you can create folders only when Folder Name Starts With Conference Information Dockit Migrator Evaluation Version A MyJobs gt gt New Job Batch Descriptor e Mapping Templates Metadata Options 1 Column Mapping Domain Mapping 2 User Mapping P Permission Mapping lt amp Site List Template Mapping bh Performance Tuner X ian Site List Elements Filter Conditions Site Level Filter no E Migrate only if the condition is satisifed Web Name SharePoint x Oan or Show more columns Folder Level Filter a Migrate only if the condition is satisifed Folder Name SharePoint x Starts With Ms Conference Information Oan oR Show more columns Migration Settings Finish Specify import condition to be satisfied for folders and files to be migrated to SharePoint List Level Filter no ll Migrate only if the condition is satisifed List Type SharePoint x Oan or Show more columns gt File Level Filter Migrate only if the condition is satisifed Created Date SharePoint x or Show more columns 276
101. items Ignored 0 webs 0 lists 0 items Eo Status Completed 20 The Show Categories field helps you view only the tasks available in the selected category 4 Blank 3 oa TESTING oe 1 9 2018 6 54 28 PM 1 9 2018 6 54 28 PM 1 9 2018 6 54 28 PM 0 Files 0 Folders 0 KB T O ooo 1 8 2018 7 05 35 PM 1 8 2018 7 05 35 PM 1 8 2018 7 05 35 PM 0 Files 0 Folders 0 KB newjobtest oo 1 8 2018 4 36 12 PM 1 8 2018 4 36 12 PM 1 8 2018 4 36 12 PM 0 Files 0 Folders 0 KB Task History Task History pane maintains every task run information as a list It displays the required information about task execution status It displays Task s Start Time End Time Elapsed Time and Remarks Job Name Start Time End Time Elapsed Items in Source Completed Ignored Errors Status 4 Older 1 s 16 to federated smaple 9 25 2017 11 07 04AM 9 25 2017 11 08 14AM_ 00 01 10 0 webs 1 lists Oit 0 webs 1 lists Oit 0 webs 0 lists Oit 0 webs 0 lists Oit Completed 21 Create New Task on SharePoint On Premise Migration You can create a task to migrate data documents and their associated metadata properties from network file shares file servers and local hard drives to SharePoint 2016 2013 2010 2007 and SharePoint Online in Office 365 Dockit facilitates importing files and data into SharePoint libraries and lists using the following task options Click SharePoint On Premise Migration from Migration Options menu of Dockit main screen Doc
102. load from the saved templates to use in this task amp Save as Template E 3 A A Column Mapping zas Migration Settings Map metadata properties to th Name Advanced Column Mapping a Column Mapping Overwrite if template already exists E Filter Conditions x Name E File Version Status Created Date t Modified Date ik Title lt X amp Destination Path J Source Path 271 10 Click to load available column mapping templates Dockit Migrator Evaluation Version Available Templates Column Mapping Map metadata properties to th Q 7 template s available ee Name Advanced Column Mapping x EE Created 7 20 2018 55846 PM 7 Filter Conditions E Name p Name Column Migration x Created 7 20 2018 5 59 54 PM R File Version Status t Date Created gt Name Custom Columns x Created 7 20 2018 5 58 59 PM Date Modified oe Name Metadata Column Mapping x Created 7 20 2018 5 56 57 PM Name New Column Mapping x lt Created 7 20 2018 5 55 45 PM oe Name Security Columns x Created 7 20 2018 5 59 21 PM oe Name Share Column Mapping x Created 7 20 2018 5 56 37 PM Metadata File Column HF File OK 272 11 Click to load the application default settings Dockit Migrator Evaluation Version Metadata File Migration Settings aan ae Column Mapping san Li Wig ian Seu Map metadata properties to the desired SharePoint columns Pat olumn Mappi on V F
103. location where Dockit tasks and task history will be stored in the computer running Dockit application The lt Application Data Folder gt can be found from Help screen The default path of lt Application Data Folder gt is as follows a Windows 2003 C Documents and Settings All Users Documents b Windows 10 Windows 8 Windows 7 Windows 2012 Windows 2008 C Users Public Documents 545
104. metadata using batch file mode SharePoint Migration w xX Specify the SharePoint Destination Location Select Items to Import Specify Migration Settings Specify Task Schedule Settings Dockit Migrator Evaluation Version Y Clean up Metadata w Clean up Metadata Assign update metadata to the documents that already exists in SharePoint document libraries on premise Click Finish button to create a task or click Back button to change any task settings 173 Metadata file structure The following section gives you the guidelines to create an external metadata file for Import folders files and metadata to SharePoint Libraries Explorer Mode and Import folders files and metadata to SharePoint Libraries Batch File Mode task type The first row of the metadata file is reserved for the headers and should contain the field names as headers In an import task data type of the columns must be the same across all libraries SharePoint columns that are read only will not be updated by Dockit The one of the fields headers in the metadata file should be named as Path as Path is reserved header to lookup the path of the document whose metadata to be updated The delimiter character used to separate the headers in the external metadata file should be same as Format string value available in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The commonly used separato
105. migrated from the source sites a Create as sub site replace sub site in target site The selected site in source location will be created as a sub site in the target location In case the target location contains a sub site with the same title as the selected source site then the source site content will be migrated to the sub site in target location while retaining all sub site content in the target site location 457 b Merge sites The source site content will be migrated to the target site while retaining all site content in the target site location a Overwrite list library this option overwrites list library in the target location b Retain list library and merge contents only this option retain list library and merge contents only in target location c Do not overwrite list library leave as is this option will not overwrite list library and its contents in target location c Replace site in target location In case the target location contains a sub site with the same title as the selected source site then the sub site in target site will be deleted and completely replaced by the selected source site Otherwise the selected site in source location will be created as a sub site afresh in the target location 3 Site Traversal Dockit Migrator Evaluation Version P usp 7 My Jobs Job History New SP Specify site settings to use when migrating a site and its conter Select Files Mi
106. of following panes to configure domain mapping 1 Source domain list pane 2 Destination domain list pane 3 Domain Mapping Pane Dockit domain mapping template enables you to load the list of domains available with the network either by clicking Once you click both source domain list pane and destination domain list pane displays the list of available domains in the network as shown below 64 Dockit Migrator Evaluation Version Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks m Usage Statistics File share Migration SharePoint Migration Template Name Sample aA Column Mapping Template Name Pompe 9 Help e Source Target D User Group Mapping e a Ie Permission Mapping r ORBIT og Replace Illegal Characters VOYAGER C vssLaB VSSPRO Then you have to select the appropriate source domain s from the source domain list and select the target domain to map from the list of available target domains Then finally click Map button to map the domains You can also have the option to enter the domain names of your own in the respective textboxes and finally click button to map Dockit allows you to enter either domain names or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc Note As for entering free texts multiple source domains can be enter
107. of text F Version Single line of text V Item Child Count Lookup Source Version Converted Document Lookup Z Source Name Converted Document Lookup 7 Approval Status ModStat 7 Check In Comment Lookup J Created By Person or Group Z Modified By Person or Group M Copy Source Single line of text M Name Calculated V Name Calculated M Created Date and Time IV Modified Date and Time v ID Counter Z Type Calculated V File Size Calculated V Edit Calculated V Document ID Value Single line of text Z Document ID Hyperlink or Picture vii lt z i i Export Location File Name File Extension f l i H Users Publie Documents DockitIIx ListMetadataCollator pee jaa csv 7 Export Options Select any one of the following options to generate the URL for the list items a Export absolute URL of the items Generate the absolute URL of the items with specified column value 105 10 11 12 b Export base URL of the items Generate URL of the items parent URL with specified column value Traversal Options Select any one of the list traversal options as given below a All items and folders Generate the URL list for all items and folders in the specified location b All items only Generate the URL list for all items only but not folders c All folders only Generate the URL list for all folders but not the items d Items in current level
108. or unavailable source paths will result in this error Unable to locate library with the specified URL or Unable to locate destination folder file with the specified URL Ensure that the given Destination Path is valid and exists Dockit will not apply metadata for standard folders Ensure that you can assign a folder content type to the given destination folder Dockit will not assign metadata for a standard folder The following file s have been blocked by the administrator lt filename gt Ensure that the file type being imported is not blocked For example asp chm mdb etc files are generally blocked in SharePoint by administrators The file is checked out or locked for editing by user If the given file is checked out by another user and you are trying to check in the file then this error may occur Could not import document as mandatory columns do not have values The values are required for mandatory columns in a SharePoint library The file will be skipped as 540 mandatory columns do not have values The column value for a mandatory column may not available in either the external metadata file or file system properties Ensure all mandatory columns have values in the respective files added for import Could not update metadata values as mandatory columns do not have values The values are required for mandatory columns in a SharePoint libra
109. or Microsoft SharePoint Foundation 2013 to activate this feature 1 The Item Version Status page will appear as shown below Dockit Migrator Evaluation Version a A MyJobs gt gt New Job Om aee S File Migration Settings T Item Version Status HH Migration Settings O g g Specify versioning to be set while updating list item metadata Se Column Mapping Reference Column None ri SharePoint Lists Version Option Settings Filter Conditions Item Version Status Version Option Import as new list item Import as new version Import list item by overwriting existing item Import list item by overwriting last Version of the item Click here for more information x 2 The Reference Column indicates the metadata column that you have chosen in Batch Import Settings step 166 3 Select any one of the following Version Option a Import as new list item to create the new list items in SharePoint regardless of the existence check This option does not require a Reference Column to be set b Import as new version To update the existing list items in SharePoint This option requires a Reference Column to be set c Import list item by overwriting existing item To delete the existing list items in SharePoint and create it as new This option requires a Reference Column to be defined d Import list item by overwriting last version of the item To update the existing list items in SharePoint but not to create any
110. or file level property filters 1 Select the filter conditions settings from migration settings And add filter conditions for File Folder filter as shown as below File Filter Dockit Migrator Evaluation Version My Jobs Job History doc Migration gt Select Files Migration Settings Finish aus Migration Setti Q Metadata File Column ana OCEN ean Migration Settings il iti Cc ig igs gt Filter Condition 2 File Property File Settings File Folder Prope Operator Value Connector Renaming Rules perty P wae v OR i Metadata Settings E Metadata File O File Property Column Mapping Title Name Subject Author Owner Category Keywords Comments Application Name Byte Count Domain Mapping Character Count With Character Count Spaces Company Date Created Date Modified User Group Mapping Date Last Printed Date Last Saved Hidden Slide Count Last Saved By Line Count Permission Mapping Manager ee Se Note Count Page Count Paragraph Count sede EE Presentation Format Revision Number Shared Document Slide Count Template Filter Condition Thumbnail Total Edit Time Version Word Count File Name Job Scheduler e amp Migrate if the above condition is Satisfied D Not satisfied r B Ise AN aaa Bp 363 2 Add folder conditions in folder filter tab as shown as below Folder Filter Dockit Migrator Evaluation Version 7 MyJobs Job History doc Migration a gt Select Fi
111. permission Passed Conditions Site Quota validated All users and groups are available in target SharePoint Workflows are available in target SharePoint Views are validated and there is no mismatch in field type All column values are available in target SharePoint Features are not installed Site list templates are not available in target SharePoint Content types are not available in target SharePoint D 4 0 2 03758 size 5 169 606 MB View View Is ie 125 Migration Settings Tasks Column Mapping Domain Mapping User Group Mapping Permission Mapping Site And List Mapping Renaming Rules Folder File Settings Post Migration Action Document Status Handling Duplicate Records 126 Domain Mapping Dockit uses domain mapping to replace the unavailable domain with valid domain while assigning metadata permissions users groups for the folder file during content migration from file share SharePoint to SharePoint You can also map domains by using Domain Mapping Template for repeated use 1 To create a new domain mapping select Domain Mapping A default page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob Credentials Select Files Migration Settings Finish ans ETE Domain Mapping D ans ao oroo eing Map source AD domain to its equivalent target SharePoint domain ray Cc BB metadata options ee ee
112. required operator My Jobs gt gt New Job Migration Settings amp Metadata Options 1 Column Mapping Domain Mapping 2 User Mapping Pad Permission Mapping lt El Folder File Settings ev Post Migration Action ch Renaming Rules dg Performance Tuner X Dockit Migrator Evaluation Version Migration Settings Finish Filter Conditions Specify import condition to be satisfied for folders and files to be migrated to SharePoint Folder Level Filter File Level Filter Migrate only if the condition is satisifed Migrate only if the condition is satisifed Folder Name File Properties X Title File Properties H X Information Conference Information ence Informat O AND OR O AND OR Last Accessed Date File Properties x Title File Properties X lt gt s 5 ta L oR 6 27 2018 AND OOR Folder Name File e Properties binl AND OR Show more columns Show more columns 228 7 You can use mathematical operators such as gt gt etc to define your query Dockit Migrator Evaluation Version y My Jobs gt gt NewJob fey 2 Select Files Migration Settings Finish Filter Conditions aun aa Mepilassies Specify import condition to be satisfied for folders and files to be migrated to SharePoint Metadata Options Folder
113. separated by comma 65 Once you click T button selected domains are mapped and the mapped data is displayed in the domain mapping pane as shown below Dockit Migrator Evaluation Version Migration Options Tools gt gt Template Manager ah Create reusable templates for migration tasks l Usage Statistics File share Migration SharePoint Migration DA Tools Help Template Name Sample A Column Mapping emplete Name amp e Source U Gi M User Group Mapping E Domain sore Ie Permission Mapping v VOYAGER Eo fa a Replace Illegal Characters 66 User Group Mapping Template Dockit uses user group mapping template to replace the unavailable user group with valid SharePoint user group while migration You can use user group mapping template to replace unavailable user group with valid SharePoint user group for all the person or group fields in target Share Point To create a new user group mapping template Select New from the Templates Tools pane The new template will appear and enter a unique template name and continue to map the User group in template manager as shown below Dockit Migrator Evaluation Version a x Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks fil Usage Statistics File share Migration SharePoint Migration
114. single folder as stated below and you would like to to import them as a single file with version history into the same document library D Document Store e Sample_vi txt e Sample_v2 txt e Sample_v3 txt In this case you can create generic renaming rule using wildcard characters as shown below in order to truncate the suffixed version string from the file name File Name Find Replace Remarks Sample_v1 txt v empty As we left the Sample_v2 txt replace textbox with Sample_v3 txt an empty string space the final file name will be Sample txt Hence the resultant file names are same for these files Thus Dockit will add as a new version for Sample txt file into the SharePoint library and we can have a single file with the required version history Please follow the instructions given below to use the folder amp file renaming rules engine to import multiple documents to a SharePoint library You will have to first create a naming rule for importing document versions using Folder amp File Renaming rules feature in Dockit The naming rules are case insensitive So that you can use the same Find string for both UPPER and lower case file name In other words the Find string v and V are same in Renaming rules in Dockit For more information click Folder amp File Renaming rules 470 Import folders files and metadata to SharePoint Libraries Batch File Mode Create a batch desc
115. site library folder location into which you wish to import folders and files from file o system Specify user credential to connect to SharePoint when running the import task SharePoint URL https www vyapin sharepoint com sites dev DocKIT Authentication Windows v User Name JohnDoe v johndoe contoso com contoso johndoe johndoe Password seeeeeseseseseeeee Next gt Finish Cancel 2 In Items to import step select and add the desired folders which you want to create as document set in SharePoint library 3 Proceed with steps provided in Dockit Task Wizard 4 In Mapping Templates step click Manage Templates button to create a template with the content type to create new document sets 475 Then the templates dialog will appear as shown below Step 3 of 9 Column Mapping Map metadata properties to the desired SharePoint columns Target Column Name Created by Created By Modified by Modified By Created Created Modified Modified Approval Status Approval Status Assign Content Type Specify the content type to be assigned for document Document Content Type Content Type folder You can create a folder as document set by providing the document set content type name under Folder Content Type If left blank default content type Folder Content Type configured in the target SharePoint library will be set Metadata File Approval Status mop conien Type
116. site wild underneath the specified destination location Mission with the template specified in Site Template column Team Site The Wild site content will be migrated into the new destination location http sharepoint sites Mission Wild 9 For CSV and TXT formats all field names and their corresponding metadata values should be enclosed within double quotes e g John Doe When using accented characters such as a in folder file names the CSV TXT batch descriptor file must be in UNICODE encoded format 10 For Microsoft Excel file formats XLS XLSX do not enclose the field names and their corresponding metadata values within double quotes 11 Ensure date values are in Date Only or Date And Time format 12 Lookup data type value will be assigned based on column value only Lookup columns referring to non existing list and column will not be updated by Dockit 13 People or Group data type value should be user name Active Directory AD group name or SharePoint group name User or group name referring to non existing user or group will not be updated by Dockit The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account 519 Sample format of a CSV TEXT batch file Note Refer Point 2 for the separator to be used in the batch descriptor file Source Path Destination Path Issue Date Author Na
117. specified to assign in SharePoint People Group column must be unique in the SharePoint repository and Active Directory Services This error may occur if the specified user value has multiple user entries with the same name in SharePoint The column values could not be assigned for this file since there was no corresponding entry in the external metadata file Ensure that the given Path or Destination Path in metadata file exists in Source and Destination 538 library respectively Differences in metadata file and original source location will also result in this error Also ensure that the metadata values are provided for all documents that are imported The lt value gt could not be assigned for the choice field lt field name gt since there is no matching value defined in the choice field definition Ensure that the given choice value is available in the corresponding Choice field definition in SharePoint library If the given value is unavailable Dockit reports this message and the value will not be updated in SharePoint Note if you wish to add newer values that is not available in the field definition during import process specify Yes value for Allow Fill in option available in Choice field column settings in SharePoint library The Allow Fill in option in Choice field column is used as a flag in Dockit to specify whether to add newer value to the choice field d
118. the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Location co ordinates or name can be given to this field The co ordinates value must have latitude and longitude values separated by The latitude value must be between 90 and 90 and longitude value must be between 180 and 180 Text or Numeric value can be given to this field Do not use multiple values for this column type The http absolute URL of any list item including file within the site collection can be given to this field The values can be of single or multiple Multiple values should be separated by Continent North America Country United States States Washington Co ntinent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska 30 60 New York United
119. the target location will be deleted and created afresh same as source site e Merge sites The source site content will be migrated to the target site while retaining all site content in the target site location 504 e Overwrite list library This option overwrites list library in the target location e Retain list library and merge content only This option retain list library and merge contents only in the target location e Do not overwrite list library leave as is This option will not overwrite list library and it s contents in the target location e Replace site in target location The selected target site will be deleted and completely replaced by the selected source site 4 Select the option to apply this migration settings to all selected sites 5 Click OK to proceed My Jobs gt gt NewJob a gt Credentials Source http Target https Source http Target https Source http Target http lt Source http Target https Items To Migrate ttp venus vsslab local english ttp venus vsslab local m1 tt mars vsslab local Dockit365Testsite ttp venus vsslab local Content Lib ittps mars vsslab local dockit11 tp venus vsslab local Content Lib mars vsslab focal DOP Dockit Migrator Evaluation Version a x O Site List El Site Migration Options x Specify site settings to use when migrating a site and its content Items to Migrate 9 Explorer
120. this field The value should not exceed the numeric boundary The fixed or floating number can be given to this field Do not use any currency symbol with this field value The value should not exceed the currency boundary Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values can be of single or multiple Multiple Example Yes No This is sample text This is sample text nThis is sample for multi line text 12 30 2009 10 50 AM 1 25 2010 10 3 41 100 10000 1500 67 Male a5 Windows 7 Windows Vista Windows 2003 Windows XP 347 Lookup Single value Lookup Multiple values People or Group Single Value values should be separated with Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the column value in the metadata file Dockit Migrator will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned Text or Number values can be given to this field
121. too lt See the following sections for more information e User Mapping e Domain Mapping 391 Filter Conditions Dockit Migrator can migrate or upload folders and files to target SharePoint Online after they meet certain criteria Dockit Migrator will migrate folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties and file information created date modified date and file extension Use the steps outlined in this section to define an import condition based on folder level and or file level property filters 1 Select the filter conditions settings from migration settings And add filter conditions for File Folder filter as shown as below File Filter Dockit Migrator Evaluation Version My Jobs Job History doc Migration 2 Select Files Migration Settings Finish ann 2 z mas Migration Settings Mi P fa n Q Metadata File Column sas igration Settings Filter Condition x C File Property File Settings File Folder Prope Operator Value Connector Renaming Rules peny P m 7 R l Metadata Settings E Metadata File O File Property Column Mapping Title Name Subject Author Owner Category Keywords Comments Application Name Byte Count Domain Mapping Character Count eee Esmit Company Date Created Date Modified User Group Mapping Date Last Printed Date Last Saved Hidden Slide Count Last Sa
122. used in the external metadata file for single values multi values for the following data types in SharePoint Example Final Result e Choice e Lookup e Person or Group Single Value In case single value contains as part of its value you can separate the values using Windows Live Spaces Mesh Windows Live Spaces Mesh In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Choice field column in SharePoint Windows Live Mail Windows Live Mail Multi Value Example Final Result as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its value to be assigned to the Choice field column in SharePoint Live Mail Windows Photo Gallery In case multi value contain Windows Live Spaces Windows Live Spaces as part of its value you Mesh Windows Mesh Windows Azure can separate the values Azure Windows HPC Windows HPC using In case multi
123. value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Do not use multiple values unless the equivalent column defined in SharePoint can accept multiple values Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the Male 75 Windows 7 Windows Vista Windows 2003 Windows XP Windows 7 Stock Details Accounts Product Details VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com John Doe 286 Peo Gro ple up Multiple value or Hyperlink or Pict ure Target Audiences Multiple value Applicable only for MOSS Microsoft SharePoint Server 2010 above library and a Publishing Sch edule Start Date Applicable only Collaboratio n Portal for People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this f
124. 017 3 15 PM png 879 Bytes gt ES D365 2 items g Rs arrow_sansrig 13 2017 4 34 PM png 322 Bytes Panau 12 items gt amp Ms Capture PNG 1 29 2017 6 43 PM PNG 2 000 KB C Documents 3 items E8 don 2 items Ma CreateNewMic 1 4 2018 2 30 PM png 46 000 KB i P csv 1 15 2017 6 48 PM Meyer 3 items Meyer Lib 3 items I DMS_v10 5 Sar 1 15 2017 4 38 PM 3 EB MeyerTest 3 items B Dockitchm 4 2018 11 45 AM chm 13 780 MB PERN J OB new 2 items I Dockit msi 1 3 2018 6 59 PM msi 31 791 MB newlast 2 items Me Edit_black 128 16 2017 5 15 PM png 2 000 KB Explorer Batch File Items to Migrate 30 items 3 items selected Size 4 000 KB 20 items 7 Drag and Drop metadata file from File share Left Pane to Metadata page on the Right Pane or Select files and Right click file share select Add to Metadata Dockit Migrator Evaluation Version My Jobs Job History recent new oa TER Settings so T LY C Users Viswanathan gt Desktop CSV TEY Test gt Name Date Modified Type Size Name Description Items E csvFilewriter 12 2017 12 13 PM cs 7 000 KB B Firstvalidation 2 web s 21 list s 43 E CsvMetadataE 12 2017 11 40 AM cs 2 000 KB EB anbu 2 items hyhj 1 15 2017 6 48 PM TXT 4 000 KB EB Anbuv 2 ami SPLibrary 1512017 6 45 DM XLSX 2 000 KB EB Ankurresolved 1 items Add to SharePoint Gi SPLibraryn Add to Metadata XLSX 4 000 KB FB Bulk O items Gi SPLibraryq 15 2017 6 46 PM XLSX 2 000 KB amp crash p
125. 018 1 01 40 PM 1 12 2018 1 01 40 PM 0 Files 0 Folders 0 KB IES 37 2 3 Incremental Migration One way Sync dialog will appear as shown below you can select your desired option to perform incremental migration Incremental Migration One way Sync Specify the option to perform the incremental migration one way sync O Sites and Lists modified or newly created in source location since last migration using Dockit O Sites and Lists modified or newly created in source location 1 days Reference Template to avoid list item duplicates Allow Duplicates v i Documents Modified or newly created in source location since last migration using Dockit ii Documents Modified or newly created in source location since last update in SharePoint iii Documents Modified or newly created in source location with specific time durations as follows This Week Last 7 days This Month Last Week Last 14 days Last Month Today Yesterday Last N Days Click OK will proceed 38 Incremental Migration Online The Incremental task will help you to migrate the incremental content 1 Click Incremental Migration button from Home menu of Dockit main screen Dockit Migrator Evaluation Version tt My Jobs Job History New Job New Edit v4 run A Incremental xX Delete validate aA View Job Instance A stom SharePoint Online Jobs 2 Group by ajara Job Name Description C
126. 1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My Sample File doc http sharepoint Pictures ch art bmp All site users Admins Viewers Administrators SPUsers Contributors Designers 12 30 2010 10 50 AM 1 25 2009 287 Publishing Portal Site Publishing Schedule End Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Image Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Hyperlink Applicable only for Collaboratio n Portal Publishing Portal Site Publishing HTML Applicable only for Collaboratio n Portal Publishing Portal Site Business Data BDC External Data BCS Applicable only for SharePoint Enterprise Edition Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The http URL of any picture can be given to this field Relative URL also can be given to this field The http URL of any resource can be given to this field Relative URL also can be given to this field HTML content can be given in this field You can use HTML tags in order to create rich content in the field The BDC BCS column value along with the filter name can be specified in this field Dockit will search for the specified column value in the LOB entity using the
127. 1B Site Assets Site Pages Team Discussion B ten library M tenstist M two Workflow Tasks Items 1 web s 35 0 web s 10 1 item s 0 item s 680 item s 0 item s 14 item s 0 item s 2 item s 0 item s 0 item s 2 item s 0 item s 11 item s 5 item s 2 item s 0 item s Description Use this list to track upcoming events stat Use the Calendar list to keep informed of u This system library was created by the Publ This system library was created by the Publ Use the Links list for links to Web pages th This system library was created by the Publ Share a document with the team by adding Use this library to store files which are inclu Use this library to create and store pages o Use the Team Discussion list to hold newsg This system library was created by the Publ 119 5 The inventory of the selected source site list library will be shown as below and click Proceed button Dockit Migrator Evaluation Version A Tools gt gt Migration Planner a gt SharePoint Inventory Summary vas Sites A gt iiss 2 36 items C workfiows amp lt 91 0 Pe ladle e 0 2 483 Back Proceed 120 6 The Target SharePoint Site page is shown below Enter target SharePoint site relevant credentials and click Connect button gt Migration Options m Usage Statistics Help Eg Exit
128. 2 15 Click to load available permission mapping templates My Jobs gt gt New Job Dockit Migrator Evaluation Version tt 2 H Mapping Templates Metadata Options 1 Column Mapping E Domain Mapping 2 User Mapping lt Site List Template Mapping V Filter Conditions bt Performance Tuner 16 Click 17 Click Next to proceed Site List Elements Permission Mapping Map unavailable permission in source t 4 template s available Read Full Control Change Se Ie Ie to load the application default settings Name Created Name Created Name Created Available Templates New Permissions Mapping x 7 25 2018 6 48 44 PM Sample Permission Mapping x 7 25 2018 6 51 01 PM Updated Permissions Mapping x 7 25 2018 6 50 13 PM 143 Site and List Mapping 1 Dockit uses site and list template mapping to create the site lists by replacing the unavailable site list template with valid new SharePoint site list template when creating unavailable sites lists during content migration from one SharePoint environment to another 2 You can also map site and list templates by using Site List Mapping Template for repeated use 3 To create a new site list mapping select Site List Mapping A default page will appear as shown below Dockit Migrator Evaluation Version x Po My Jobs gt gt NewJob ay _ _ __
129. 2010 and above Workflows Quick Launch Links SP 2010 and above Workflow history Workflows Workflow history Select All Select All x Eq Note 1 Dockit Server Agent must be available in target SharePoint server 2 For SharePoint 2007 migration Dockit Server Agent must be available in source SharePoint server 243 2 Specify the site elements to migrate during a Site Web level migration to a target SharePoint 2007 2010 2013 2016 server and Office 365 site Site Elements Master Pages SP 2007 and above Home Page as in source site SP 2010 and above Themes SP 2007 and above Associate Web Parts User Alerts 1 Site Permissions 2 Site Features Content Types Root level web pages w Top Links in site pages SP 2010 and above Quick Launch Links SP 2010 and above Workflows Workflow history Select All 244 Master Pages Migrate master pages This can be done when migrating content from SharePoint 2007 and above Home Page as in source Set the home page as in source SharePoint site This site can be done when migrating content from SharePoint 2010 and above Themes Migrate the themes This can be done when migrating content from SharePoint 2007 and above Top Links in site pages Set the top links as same as in source Shar
130. 5 36 14 PM Ea FS Expo Test eee 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM 1 19 2018 6 43 12 PM x 2 items 33 3 For Federated authentication Web Single Sign on credential based import task The Web Login Dialog to connect to SharePoint will appear as shown below https vyapin sharepoint com x K Office 365 Sign in with your work or school account someone example com Password Cl Keep me signed in Sign in Cancel Can t access your account bed Your work or school account can be used F anywhere you see this symbol v 2016 Microsoft Legal Privacy The given credential will be used to connect to the SharePoint site 34 4 The current process of task will be reported in a new page as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migr Summary Z 00 00 18 Scan Prepare Upload to Azure Dispatch to Office 365 0 Folder s 0 Folder s O 4 File s Total Size 6 68 KB O 4 File s Total Size 6 68 KB Packages 1 E 0 Folder s D 4fFile s Total Size 6 68 KB Packages 1 E 0 Folder s D 0 File s eae Cancel 5 Once the migration job is complete you can view the activity log for more information 35 Re do Migration The Re do task will help you re process all the items that are added in the previous migration Re do is similar to a new task except that you can re migrate all the items t
131. 5 PM Ms arrow_sans_rig 13 2017 4 34 PM 4 Ms CapturePNG 29 2017 6 43 PM f W csv 1 15 2017 6 48 PM I DMs_v10 5 Sar 1 15 2017 4 38 PM B Dockitchm 4 2018 11 45 AM s I Dockit msi 1 3 2018 6 59 PM Ma Edit_black 128 1 16 2017 5 15 PM png png png png Migration Settings Finish TIY Megan Bowen Size Name Description Items EB Documents 24 items ER Form Templates This library contains adm Oitems EQ Style Library Use the style library to st 5 items 3 000 KB 322 Bytes gt 2 000 KB 13 780 MB 31 791 MB 2 000 KB 684 Bytes 3 items Click Items to Migrate on Right pane to check the list of files selected for migration also you can remove files by clicking the Red X Specify Migration Settings Click Save amp Close button to create and close the job or click lt button to navigate to previous page to change any job settings After saving the job it will be listed on the Job Manager page You can click on to initiate the migration process 372 OneDrive Users 1 Upon selecting Multiple Users option you will see all available users in your Office 365 tenancy as shown below Dockit Migrator Evaluation Version PS wos Job History hese job o a ae O Settings O O TEY C gt Users Public gt Documents gt By Megan Bowen 3 Name Date Modified Type Size Name Description Items 3 Dockit 365 0 2017 4 54 PM folder is DMSub Used for Dockit Migr web s 5 list s
132. 5 l EB Newsfeed 0 web s 4 l amp nmn 0 web s 5 I EB Resource 1 web s 16 sample 2 web s 33 B sitel 1 web s 34 123 9 Select any one target site list library and click Proceed button igrator Evaluation Version gt gt Migration Planner a gt Site Info Select your intended target T By Pluto gt Site Name Name items Description a Pluto Bm 0 web s 10 Site URL B testingsite O webs 8 l http venus vsstab local BB themesite O webs 4 ln Version E Thunderbird 3 web s 11 16 0 0 4306 B wo 0 web s 5 B Web Parts 2007 0 web s 82 B West 0 web s 13 Workflow 2010 0 webs 50 lt T All Columns List 2 item s lt 8 Announcements 2 item s Use this list to track upcoming events stat E Application Support 17 item s 5 Approval Documents 7 item s M Attachments 2 item s a Calendar 0 item s Use the Calendar list to keep informed of u 05 checkin 2013 2 item s 5 Check in Comments 3 item s 5 Check in Comments 10 2 item s 124 10 The Inventory for the selected target location will be displayed in the page as below gt Migration Options mi Usage Statistics Sites aha P 3 bel BP El O Dockit Migrator Evaluation Version Tools gt gt Migration Planner SharePoint Planner Source site ten a gt Lists Items Users Groups e 338 124 General Information All sites are active No entity has unique
133. 9 Once you save a template you can load from the saved templates to use in this task 10 Click to load available column mapping templates 251 Dockit Migrator Evaluation Version En MyJobs gt gt New Job x Metadata File Available Templates Column Mapping Map metadata properties to th Q 7 template s available Column Mappi n oe Name Advanced Column Mapping x Created 7 20 2018 5 58 46 PM Migration Settings 7 Filter Conditions 4 Name Part Names Colunin Migration x Created 7 20 2018 5 59 54 PM R File Version Status X Date Created oe Name Custom Columns x Created 7 20 2018 5 58 59 PM J Date Modified oe Name Metadata Column Mapping x Created 7 20 2018 5 56 57 PM AK Name New Column Mapping x lt Created 7 20 2018 5 55 45 PM oe Name Security Columns x Created 7 20 2018 5 59 21 PM oe Name Share Column Mapping x Created 7 20 2018 5 56 37 PM 9 Metadata File Column File 252 11 Click to load the application default settings Dockit Migrator Evaluation Version My Jobs gt gt New Job ra Metadata File Migration Settings Finish oH neces Column Mapping B g ae eve nse Map metadata properties to the desired SharePoint columns ac VY Filter Conditions 2 Name ee a File Version Status Xk Created Date eee Created Date J Modified Date eee Modified Date Xt Title Title lt e Destination Path eee Target Path C
134. 9 list s B sitet 1 web s 34 li B sub 1 web s 27 li amp publishingsite 0 web s 5 list s Explorer Items to Migrate You are also having another options i e drag and drop option You can drag a source site library list item from source list view and drop it in to the required target list view The selected folders files and list items added for migration will be displayed in the Items to Migrate tab Dockit processes the top level folders files and list items added for migration in the order in which it appears in the Items to Migrate tab The migration process order can be changed by the navigation buttons available in the right side of the grid 240 The selected items to migrate will appear in the Items to migrate step as shown below Dockit Migrator Evaluation Version th My Jobs gt gt NewJob g gt O O O O Credentials Items To Migrate Site List Elements Mapping Template Finish Sites Source http venus vsslab local english Target https mars vsslab local archiver Source http venus vsslab local m1 x 4 amor Target https mars vsslab local Dockit365Testsite Lists Source http venus vsslab local Content Lib Target https mars vsslab local dockit11 Source http venus vsslab local Content Lib Target https mars vsslab local DOP Explorer Items to Migrate 7 Dockit will migrate the folders list items and associated metadata based on Traversal Options
135. 94 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site Merge site content e Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location ti Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates M E Explorer Items to Migrate 1 item By Default Dockit Migrator uses the same web template as in source site to create site in target However the application allows you to change the web template of your choice For this you need to pick one from the dropdown box Note You may need to load all target web templates by clicking Load Web Templates button 459 List Migration Option 1 The List Migration Option page will appears as shown below Dockit Migrator Evaluation Version amp My Jobs Job History SP list mi O Specify List settings to use when migrating a List and its conter Select Files Migration Settings List Migration Option Source py http planet vsslab local gbl Merge List content x Replace List if already exists Target s https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com dn Item Migration Oftion Migrate all versions O Migrate latest version only M E Explorer Items to Migrate
136. 96 Aih A iS User Group Mapping e VSSLAB user0993 Aih lt de Permission Mapping 3 Job Scheduler X Performance Tuner DeM Target Finish Load from Save as Cc 24 items 388 2 Target User Dockit Migrator automatically loads the list of target users group from the connected site Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish ans ls x zsa Migration Settings Migration Settings User Group Mapping Load from Save as Gy SharePoint Elements Source Target Wilber Alex v admin M365x938794 onmicrosoft com y E Site and List Templates training group v y 2A Domain Mapping omo User Group Mapping Permission Mapping MOD Administrator admin M365x938794 onmicrosoft com i 0 f membership admin m365x938794 onmicrosoft com Alex Wilber AlexW M365x938794 onmicrosoft com i 0 flmembership alexw m365x938794 onmicrosoft com lt Job Scheduler Performance Tuner DC E x e sfs aa bo po 24 items You also have the option to enter the user group of your own in user mapping Select unresolved user from source combo box to map all unresolved unavailable users from source user to a valid user in target SharePoint 389 Permission Mapping Dockit Migrator uses permission mapping to map the NTFS permissions to its equivalent SharePoint permission levels and it uses various mapping such as user
137. All site users Admins Viewers Administrators SPUsers Contributors Designers 311 Applicable only for a MOSS Microsoft SharePoint Server 2010 and above library Publishing Schedule Start Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Schedule End Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Image Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Hyperlink Applicable only for Collaboratio n Portal Publishing Portal Site Distribution Group should be crawled and stored in User Profile Store of SSP Services The values can be of single or multiple Multiple values should be separated with 11 r Dockit will search for the value in the respective group list and assign the ID of the matching group name to the Target Audiences column of the imported file only if the group name exists Moreover in order to assign the values that belong either to Global Audience or Security Distribution Group require Dockit Server Agent to be installed in the destination SharePoint server MOSS Microsoft SharePoint Server 2010 and above Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard Date or Date amp Time can be given in this field Dockit provides an user opti
138. Change v Contribute v j Metadata Settings Read v Reader vit 7 Change Column Mapping Change Read User Group Mapping Read Permission Mapping Filter Condition aa Bp a i Job Scheduler x 7 Map dependents too 361 2 Target Permission Dockit Migrator automatically loads the list of target permissions from the connected site Dockit Migrator Evaluation Version 7 E wos Job History doc Migration Select Files Migration Settings Finish Migration Seti paa NBG Ll Migration Settings Permission Mapping Load from Save as Clear all Cc File Settings NTFS SharePoint v vit Renaming Rules Metadata Settings Column Mapping Domain Mapping gt User Group Mapping Permission Mapping Filter Condition aaa Bp A hs Job Scheduler x X Z Map dependents too f e See the following sections for more information e User Mapping e Domain Mapping 362 Filter Conditions Dockit Migrator can migrate or upload folders and files to target SharePoint Online after they meet certain criteria Dockit Migrator will migrate folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties and file information created date modified date and file extension Use the steps outlined in this section to define an import condition based on folder level and
139. Date Modified see Modified i gt 15 Metadata File Column File Property 4 Source Column You can specify source column values from File properties Metadata File Function Builder and also from Other File Properties by entering the property name 5 Target Column You can specify the target SharePoint Column which needs to map and assign values 6 Default value You can specify the alternate value here that takes effect in case the original source value could not be assigned to the target SharePoint column during migration 222 7 You can select a column to map by clicking on to get a list of file and metadata properties e File Properties gives a list of available file system columns e Metadata Properties gives a list of columns available in metadata file 8 Once you finish mapping the columns you can click to save as new template This option enables you to save the configured column mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version QF Metadata File Column File Save as Template nea A Column Mapping n Migration Settings Map metadata properties to th Name Advanced Column Mapping Pay Column Mapping Overwrite if template already exists NA Filter Conditions It Name B File Version Status t Created Date 2 Modified Date tt Title lt J Destination Path X Source Path 9 Once you save a template you can load from the saved t
140. Dockit Migrator task 1 Select a desired task from Task List g Validate es 2 Click from Home menu of Dockit Migrator main screen Validate Dockit Migrator Evaluation Version My Jobs Job History fey New Edit Run Now li Re do A Incremental x Delete fh Copy A Reschedule Validate g View Job Instance Validate Job Alt v om SharePoint On Premise Jobs 2 Group by Search Qj ar ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated 8 9 2018 3 11 50 PM 8 9 2018 3 11 51 PM 8 9 2018 3 11 51 PM 0 Webs 0 Lists 0 Items L Values Assign e s 8 9 2018 3 12 58 PM 8 9 2018 3 12 58 PM 8 9 2018 3 12 58 PM 0 Files 0 Folders 0 KB 47 3 Validation Report shows the total number of site s list s and item s in Scan section and list of items going to validate and number of errors in Validation Report Section Dockit Migrator Evaluation Version A Tools gt gt Migration Planner fey SharePoint Planner save Source site Dockit365 Test site 00 19 08 iG Sites gt Lists im Users Groups e Items D amp A Size 1 Es 2 912 16 0 0 66 000 KB General Information lt on All sites are active i LI No entities has unique permission Passed Conditions Q No unsupported site list templates used 0 E Site Quota validated 4 Validates the following items Features Checks site site collection features are available installed in t
141. E SOFTWARE Microsoft Jet 4 Engines Text The following table shows the equivalent Format string for List Separator in the registry key List Equivalent Format String Separator comma CSVDelimited semi colon Delimited asterisk Delimited The Source Path and Destination Path fields will not be carried forward as a metadata column in SharePoint The Source Path column of all the rows should contain the URL of the source SharePoint site list folder file list item e g http sharepoint site1 http sharepoint site1 Lists Contacts If a site URL is given in the batch file then you can use the following wildcards to exclude include the sub sites Wildcard Example Description characters http sharepoint site1 Migrate all lists items and folders at the given source SharePoint site level only excluding sub sites http sharepoint site1 Migrate site structure only at the given source SharePoint site level This option will not migrate lists libraries and its content list items and folders at the given source SharePoint site level and also its sub sites E http sharepoint site1 Migrate the given source site and its sub sites structure only excluding lists libraries and its content 518 6 The Destination Path column of all the rows should contain the URL of the target SharePoint site list folder e
142. ER Product Product ID QUERY Dockit FILTER ID Name QUERY 100 OAX Continent North America Country United States States Alaska Alaska 313 Managed Metadata Multiple Values Geolocation Task Outcome Related Items corresponding metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with managed In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Location co ordinates or name can be given to this field The co ordinates value must have latitude and longitu
143. File share Migration SharePoint Migration 4 Tools r E Template Name Sampl J Se g a Mapping E ompite Nome Pamp Hel P User Group Mapping Source Target gt Exi Jappi r l Exit Domain Mapping Administrator ly c A amp Permission Mapping CO Full Control a Site and List templates Design SAP Reference Templates C Read LU Contribute lt Approve Then you have to select the appropriate source permissions levels from the source permissions list and select equivalent target permission level s to replace from the list of available target permission level s Then finally click zg button to map permissions Select All Permission Levels from source permission level s combo box to map all unresolved unavailable permission levels from source SharePoint to a valid permission level in target SharePoint You also have the option to enter the permission levels s in the respective textboxes and finally click a button to map the corresponding values 89 Once you click button selected permissions are mapped and the mapped data is displayed in the permissions mapping pane as shown below Dockit Migrator Evaluation Version x Migration Options Tools gt gt Template Manager pe Ae Create reusable templates for migration tasks il Usage Statistics File
144. GetYear Date value Format e Date Value File Metadata property or enter free text in double quotes Note Now free text is used to set a current date and time e Format Year format to extract YY YYYY 485 GetTime Returns the time value of the given date Syntax GetTime Date value e Date Value File Metadata property or enter free text in double quotes Note Now free text is used to set a current date and time GetDateDiff Returns the difference between two date values Syntax GetDateDiff Date value Date value e Date Value File Metadata property or enter free text in double quotes Note Now free text is used to set a current date and time If Checks the condition and returns one value if TRUE and another value if FALSE Syntax If Property Value Condition True part False part e Property Value File Metadata property or enter free text in double quotes e Condition Specified formula condition StartsWith EndsWith EqualsTo e True Part Characters or String e False Part Characters or String GetString Returns the string value that matches with the regular expression pattern Syntax GetString Property Value Pattern e Property Value File Metadata property or enter free text in double quotes e Pattern Any regular expression pattern to search 486 Split Split the given string with a specified character and returns the value from the specified occurrence Syntax Split
145. Import process was canceled by the user Terminated abnormally The import process was abnormally terminated killed Failed the following The import process could not be initiated as there were error occurred whilelissues in creating the activity log files and initiating the creating activity log import process Incomplete eval limit 4 The following operations can be performed on Task history items a View activity log b Manage task status c Retry 58 Dockit Tools Manage Templates Server Agent Test Tool Metadata Extractor Metadata Collator 59 Dockit Template Manager Dockit uses various templates such as column mapping template domain mapping template user group mapping template permission mapping template renaming rule favorite columns and profile manager These templates can be configured and save using Dockit Template Manager tool and can be reused in task settings Dockit Template Manager tool available under Templates Menu in the Task Manager will help you manage various templates Select File Share Migration in Manage Template from Tools menu of Dockit main screen Then Template Manager page will appear as shown below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration A TEES On Premise Online Templates for SharePoint On Prem
146. Job History doc Migration a Select Files Migration Settings Finish ASE 3 a Migration Settings Migration Settings Performance Tuner Renaming Rules Bandwidth Usage 100 Metadata Settings Concurrent File Upload m 4 Column Mapping Domain Mapping User Group Mapping gt Permission Mapping Filter Condition Job Scheduler Performance Tuner x CCE AN CEEE EEEF 394 Job Scheduler 1 The Job Schedule Settings step appears as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration gt Select Files Migration Settings Finish HB Mamoe Schedule Migration Wi gees Rules Run As Schedule Daily Start Time Select a date rs 03 31PM EA Metadata Settings Recur every 0 fH day s Security Options Column Mapping Run only when user is logged on Run with highest privileges To set this flag you have to launch the application by using Run as administrator by re ra Domain Mapping right clicking the application in Start menu lt i User Group Mapping gt Permission Mapping Filter Condition Job Scheduler G lt mi Performance Tuner x 2 Dockit Migrator will create a schedule task in the Windows Scheduled Tasks with the given settings Note The option Run with highest privileges will be available only if you launch the application using Run as administrator command 395 Pre Migration Validation Pre migration
147. Joseph aha User Mapping a ae amp George William Pad Permission Mapping amp Geoff K Foster Gary R scott lt amp Site List Template Mapping pA ry R scot j gt Ge Performance Tuner x 133 4 You can select the appropriate source users groups from the source users groups list and select the target user group to map the list of available target users groups You can also enter the user group names in the respective textboxes Finally click a button to map the users groups Dockit Migrator Evaluation Version MyJobs gt gt New Job Credentials Items To Migrate Site List Elements Mapping Template Finish T User Mapping aau Mapping Templates L pping p Map unavailable users groups with valid users groups in the target SharePoint C Ib coumo rn eS E Andrew B John v David S Robinson Jv i Domain Mapping a User Mapping Permission Mapping Site List Template Mapping amp Performance Tuner f 134 E Once you finished mapping the Users Groups you can click to save as new template This option enables you to save the configured User Group mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version tt My Jobs gt gt NewJob Mmmm x Batch Descriptor Site List Elements g User Mapping HH i Name EH Mapping Templates Map unavailable users groups with va
148. Libraries o gt Network Control Panel 7 Make New Folder OK Cancel 4 Select a desired folder location and Click OK The folder location can be local drives or mapped network drives 5 Dockit provides an option to copy or move the existing Dockit application settings Dockit migration task settings task histories file renaming rules activity logs error logs etc to the new location once you change the Application Data Folder Once you specify the new Application Data folder location Dockit will prompt you to copy or move existing Dockit application settings to the new location as shown below Copy or Move data x Ah The application data folder has been changed to the new folder location successfully Do you want to Copy or Move all application settings and data from the old folder location to the new folder location Click the appropriate button below Move Close 6 Click the desired action Copy Move Close to proceed Dockit will use the new Application Data folder location henceforth How to uninstall Dockit When you create SharePoint import tasks in Dockit the application creates Windows Scheduled Tasks to run the import tasks at the specified time interval and Stored User Profiles in the computer where Dockit is installed Import task results for every task run instance is also maintained in the computer as application files When you uninstall Dockit through Control Panel Add Remove Progra
149. Mapping Template in template tree pane Column Mapping template view consists of following panes to configure column mapping 62 Column Mapping Pane Column Mapping pane displays the column mapping structure for the selected template It provides the mapping information metadata value or source assigned for SharePoint destination column s configured in the template Column Mapping related operations can be performed by using the Column Mapping Actions toolbar Source Column Target Column Default Value tt Name eee Name Xf Data Created eee Data Created X Date Modified Date Modified 63 Domain Mapping Template Dockit uses domain mapping template to replace the unavailable domain with the valid domain while assigning permissions users groups for the folder file imported to SharePoint To create a new domain mapping template Select New from the Templates Tools pane The new template pane will appear and enter a unique template name for the template as shown below Dockit Migrator Evaluation Version ST oe Migration Options Tools gt gt Template Manager at Create reusable templates for migration tasks Mil Usage Statistics File share Migration SharePoint Migration ee emplate Name YE toot aA Column Mapping Source Target Help e g User Group Mapping BG si v E ne H i A 1 r fa fy Replace Illegal Characters Domain Mapping Template consists
150. Please contact our Sales department at sales vyapin com for sales and price related queries How to Activate the Software Once you purchase the software online or through any one of our resellers you will receive a purchase notification through e mail from our sales department We will send you an e mail with the necessary instructions to register the software 1 Select Product Activation from Help menu 2 The Product Activation page appears as shown below Dockit Migrator Evaluation Version x gt Migration Options Migration op Suck ul Usage Statistics Dockit Migrator ry Check for Updates Get help using Dockit Migrator 4 Get the latest updates available for Dockit Migrator A Tools y Report a problem Use this t ate Dockit Migrator Contact our sales team a amp Let us know if you need help or how we can make Dockit Migrator gt Help sales vyapin com for further assistance better Product Version 12 0 0 0 Eo Licensed To License Type 15 day Evaluation Copy License Description This software is meant solely for evaluation purposes only You can migrate up to a maximum of 5 GB data during the 15 day trial period whichever limit comes first Remaining Days 14 Remaining Data 5 GB Program Folder C Program Files Dockit Migrator Application Data CAUsers Public Documents Dockit12x Change Product Key Copyright 2018 Vyapin Software Systems Private Limited All rights reserved
151. Property Value Split Character Occurrence e Property Value File Metadata property or enter free text in double quotes e Split Character Character separator to split the given string e Occurrence Integer value to return the string at specified occurrence Example of custom functions and their resultant values 487 Function Right Title metadatafile 5 Left Title fileproperty 2 RTrim Sample Value 5 LTrim Demo Version 5 Sampl e Metad ata file colum n Value test value Sample File Property Value test property value Resul value te Sampl Versio n Remark s Right function returns last two characte rs from the value in the metadat a file column Title Left function returns the first two characte rs from the value in the file property Title Rtrim truncate s Value from the given value Sample Value and returns Sample LTrim function truncate 488 GetFolderName path fileproperty 12 GetDay Created Date fileproperty GetMonth Modified Date fileproperty MMM GetYear Date Field metadatafile yY GetTime Time field metadatafile C Sample Folder Test De mo txt 11 21 1986 11 21 1986 09 21 1990 09 21 1990 15 05 05 Sampl e Folder 21 Nov 90 15 05 05 s Demo from the given value and returns Version Returns the name of the folder at level t
152. Sample Product Demo ppt http sharepoint libone3 folder Folder3 Test Document2 To add custom columns Alternatively you can use separate CSV XLSX file as metadata file For more information about how to prepare metadata file click Create Metadatafile 207 Metadata File Structure The following section gives you the guidelines to create an external metadata file for Import folders files and metadata to SharePoint Libraries Explorer Mode and Import folders files and metadata to SharePoint Libraries Batch File Mode task type The first row of the metadata file is reserved for the headers and should contain the field names as headers In an import task data type of the columns must be the same across all libraries SharePoint columns that are read only will not be updated by Dockit The one of the fields headers in the metadata file should be named as Path as Path is reserved header to lookup the path of the document whose metadata to be updated The delimiter character used to separate the headers in the external metadata file should be same as Format string value available in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The commonly used separator is comma The following table shows the equivalent Format string for List Separator in the registry key List Separator Equivalent Format String comma CSVDelimited semi colon Delimited
153. States Complete 4 http sharepoint Document s Sample 1 doc http sharepoint Documents Sample 2 xlsx http sharepoint Lists Custo m List 1_ 000 213 The following tables below describe the syntax to be used in the external metadata file for single values multi values for the following data types in SharePoint Example Final Result e Choice e Lookup e Person or Group Single Value In case single value contains as part of its value you can separate the values using Windows Live Spaces Mesh Windows Live Spaces Mesh In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Choice field column in SharePoint Windows Live Mail Windows Live Mail Multi Value Example Final Result as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its value to be assigned to the Choice field column in SharePoint Live Mail Windows Photo Gallery In
154. States States automatically If the term set does not have the provision to create new terms values the specified managed metadata column value Alaska will not be added in the specified term path The full term path is required only if the selected term set for managed metadata column contains any duplicate values As a best practice we recommend you to provide the full term path to update the desired term value Please note that the new term value creation depends upon the Allow Fill in settings option selected in Dockit task wizard which has the option to override the library settings Note The term path should be separated by and multiple term values should be separated by by SharePoint and an example of how to state the value in the metadata file for import SharePoint Remarks Example Data Type Yes No If any other value appears in the Yes metadata file other than Yes No default No value will be assigned Text The text length should not exceed 255 This is sample text characters Multi line The text length should not exceed 255 This is sample text nThis is Text characters preferred sample for multi line text Date and Date or Date amp Time can be given in this 12 30 2009 10 50 AM Time field Dockit provides an user option to 1 25 2010 specify the date mask to use for the date fields in metadata file in the task setup wizard Number The fixed or floating number can be given 10 to thi
155. Target Wilber Alex v admin M365x938794 onmicrosoft com y E Site and List Templates training group v y an Domain Mapping _spocrwl_19240 User Group Mapping Permission Mapping MOD Administrator admin M365x938794 onmicrosoft com i 0 f membership admin m365x938794 onmicrosoft com Alex Wilber AlexW M365x938794 onmicrosoft com i 0 flmembership alexw m365x938794 onmicrosoft com lt Job Scheduler Performance Tuner wx Ci xX G amp E gt Tma be pop 24 items You also have the option to enter the user group of your own in user mapping Select unresolved user from source combo box to map all unresolved unavailable users from source user to a valid user in target SharePoint 360 Permission Mapping Dockit Migrator uses permission mapping to map the NTFS permissions to its equivalent SharePoint permission levels and it uses various mapping such as user group and domain mapping in separate tab The Migrate Permission option will allow you to map permission It appears as shown below 1 Source Permission Dockit Migrator automatically loads the list of source permissions from items to migrate Dockit Migrator Evaluation Version My Jobs Job History doc Migration Select Files Migration Settings Finish c a o H Meene Migration Settings Permission Mapping Load from Save as Clear all Cc File Settings NTFS SharePoint FullControl v Full Control y Renaming Rules
156. The http URL of any resource or picture can be given to this field Global Audience name Security Distribution Group name and SharePoint Stock Details Accounts Product Details VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com John Doe VOYAGER User1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My Sample File doc http sharepoint Pictures ch art bmp All site users Admins Viewers Administrators 523 Multiple value Applicable only for a MOSS Microsoft SharePoint Server 2010 and above library Publishing Schedule Start Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Schedule End Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Image Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Hyperlink Applicable only for Collaboratio n Portal Group name can be given to this field Global Audience and Security Distribution Group should be crawled and stored in User Profile Store of SSP Services The values can be of single or multiple Multiple values should be separated with 11 r Dockit will search for the value in the respective group list and assign the ID of the matching group name to the Target Audiences column of the imported file only if the group name exists Moreover in orde
157. To activate Site collection feature and site feature Note Click Exclusion List button and specify the feature id s that are excluded during feature activation 264 3 Specify the list elements to migrate during a list level migration to a target SharePoint 2007 2010 2013 2016 server and Office 365 site List Elements Associate Web Parts List Views Inclusion Exclusion List List Permissions 2 Columns Inclusion Exclusion List Content Types Maintain same List Item ID as in source 1 Root level web pages P Maintain same Document ID as in source Quick Launch Links as in source SP 2010 and above Workflows C Workflow history Select All 265 List Views To migrate list views List Permissions To migrate list permissions Note Dockit Server Agent is required in the source SharePoint server to migrate when performing migration from SharePoint 2007 Content Types To create content types which are not available in the target SharePoint Maintain same List Item ID as in source To retain the list item IDs as same as source list item Note Dockit Server Agent is required in the target SharePoint server to retain list item ID Maintain same Document ID as in source To retain the document ID for the migrated document as same as source document when Document ID Services feature is activated in both source and target SharePoint server
158. Traversal Use button to specify the traversal option for site list folder that are added for migration Traversal Options dialog will appear depending on the items added for migration To specify traversal options for site click Site Traversal Options To specify traversal option for list click List Traversal Options To specify traversal option for list click Library Traversal Options To specify traversal options for folder click Folder Traversal Options 241 8 10 11 12 Dockit will migrate the folders list items and associated metadata based on Traversal Options Use for migration button to specify the traversal option for site list folder that are added Traversal Options dialog will appear depending on the items added for migration To specify migration options for site click Site Migration Options To specify migration option for list click List Migration Options To specify migration option for list click Library Migration Options To specify migration options for folder click Folder Migration Options You can also filter out the sites lists folders items based on certain conditions Use migration button to apply filter condition for site list folder that are added for Filter condition dialog will appear and you can specify the filter conditions To specify filter condition click Filter Condition Dockit will update the list items and as
159. User Manual Dockit Migrator Last Updated December 2018 Copyright 2002 2018 Vyapin Software Systems Private Ltd All rights reserved This document is being furnished by Vyapin Software Systems Private Ltd for information purposes only to licensed users of the Dockit Migrator software product and is furnished on an AS IS basis that is without any warranties whatsoever express or implied Dockit Migrator is a trademark of Vyapin Software Systems Private Ltd Information in this document is subject to change without notice and does not represent any commitment on the part of Vyapin Software Systems Private Ltd The software described in this document is furnished under a license agreement The software may be used only in accordance with the terms of that license agreement It is against the law to copy or use the software except as specifically allowed in that license No part of this document may be reproduced or retransmitted in any form or by any means whether electronically or mechanically including but not limited to the way of photocopying recording or information recording and retrieval systems without the express written permission of Vyapin Software Systems Private Ltd GivyaPin Vyapin Software Systems Private Limited Website httos www vyapin com Sales Contact sales vyapin com Technical Support support vyapin com Table of Contents Dockit Introduction renan a na a E mien oubavaaesanawenee nents 8 Inst
160. User Mapping P Permission Mapping BR Folder File Settings Y Filter Conditions ev Post Migration Action Use batch file as external metadata file ch Renaming Rules bt Performance Tuner S 2 Click drop down button if you want to see a sample external metadata file such as Comma delimited CSV file Excel XLSX file to know how the columns should be arranged in an external metadata file 3 Click button to specify the external metadata file The metadata file can be any one of the following file formats Comma delimited CSV Microsoft Excel XLSX or Text file TXT 4 File selection dialog opens Drag and drop the metadata file from the explorer to the window or double click on the metadata file 191 5 6 7 8 9 The selected metadata file will automatically be extracted and its contents will be loaded in the window If you select a Microsoft Excel metadata file then select the sheet name to use from the dropdown Dockit Migrator Evaluation Version MyJobs gt gt New Job SS Files Migration Settings a Metadata Options HH a Migration Settings Specify metadata file to update document properties in SharePoint 8 Metadata Options l File Name C BATCH Sample DMS_Support_1 xlsx gt ae Column Mapping g NE a Domain Mappin p HENE No of Column s 4 No of Row s 2 amp User Mapping Column s 7 Path V Destination Path P Permission Mapping V Created By v
161. Version My Jobs Job History Newsp O Specify site settings to use when migrating a site and its conter a Select Files Migration Settings Source Web Template STS 0 Source s https mars vsslab local Dockit365Testsite Target Web Template STS 0 Target https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site O Merge site content i Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location i Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates 2 Explorer Items to Migrate z 1 item 1 Select the site template to apply to the site from the list of available templates Note Selecting As in source Option requires Dockit Migrator Server Agent to be installed in the source server as well 2 Select anyone of the following options given below to specify the content to be migrated from the source sites 1 Create as sub site replace sub site in target site The selected site in source location will be created as a sub site in the target location In case the target location contains a sub site with the same title as the selected source site then the source site content will be migrated to the sub site in target locati
162. Windows 7 Windows Server 2012 R2 Windows Server 2012 Windows Server 2008 R2 Windows Server 2008 C Users Public Documents 16 1 Select Report a problem option from Help menu as shown below Dockit Migrator Evaluation Version Migration Options Support m Usage Statistics Dockit Migrator wi Check for Updates Get help using Dockit Migrator Get the latest updates available for Dockit Migrator Product Activation ro Use this to activate Dockit Migrator Contact our sales team at sales vyapin com for further assistance Use the form below to submit a technical question or problem to the technical support team Fields marked with are required Salutation First Name Last Name E E Mail Company User Status Evaluation Copy Product Version Dockit Migrator 12 0 0 0 Operating System Service Pack Microsoft Windows 8 1 Pro Problem Description File Attachment s Browse Dockit Task Manager Task Manager Create a new task On premise migration Create a new task Online migration Edit an existing task On premise migration Edit an existing task Online migration Run a task On premise migration Run a task Online migration Re do Task Incremental Task Delete an existing task Copy task Reschedule a task Manage categories Cleanup history View Job Instance Task history 18 Task Manager
163. World if file name ends Wo fempt with Hello_World rid y Hello _World Truncate V and the file name character following it immedi ately succeedi ng character if the file names contains V and followed by any one empt character SampleV1 v y Sample Truncate one character precedin g the letter p in empt the file Sample p y Sale name Truncate two character S following empt the SampleV12 V y Sample character letter V 154 SampleFileVe rsion Sample Matri x Sample File Hello World Sample Sample File Sample Docu ment File 4 fempt y Dot Text fempt y Dollar empt Plus SampleVersion SampleDotMatri Xx SampleTextFile HelloWorld SampleDollar SampleFile SamplePlusDoc ument in the file name Truncate the word File in any position in the file name Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for 155 Hello lt World Hello gt World Document Word File Sample lt gt empt y empt Word Docum ent Sampl Docum ent HelloWorld HelloWorld WordDocument WordDocument SampleFile SampleDocume nt Example of escape sequence for lt Exam
164. X Permission Mapping a X lt El Folder File Settings gt OAND OR OAND OR Y Filter Conditions ev Post Migration Action Ch Renaming Rules bh Performance Tuner Show more columns Show more columns 5 Specify rule that must be satisfied before creating folders to SharePoint For example you can create folders only when Folder Name Starts With Team 199 6 You can specify the import conditions by selecting the Field Name and by specifying a corresponding value with the required operator Dockit Migrator Evaluation Version My Jobs gt gt NewJob B gt Select Files Migration Settings Finish c 3 y A Filter Conditions aus ae Usp SaunEs Specify import condition to be satisfied for folders and files to be migrated to SharePoint Metadata Options Folder Level Filter I File Level Filter h Migrate only if the condition is satisifed Migrate only if the condition is satisifed Column Mapping Folder Name File Properties A x Title File Properties X a Domain Mapping m e Conference Information Information User Mappin ah eke OAND OR OAND oR Jos 3 Last Accessed Date File Properties X Title File Properties X P Permission Mapping l p J l f E lt gt lt R Folder File Settings 6 27 2018 fis gt AND OR AND OR V Filter Conditions Folder Name File Proper
165. Y 100 OAX Continent North America Country United States States Alaska Alaska 178 Managed Metadata Multiple Values Geolocation Task Outcome Related Items the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matc
166. ___ O Batch Descriptor Site List Elements Migration Settings Finish za FEE aie Site List Template Mapping L aa pping lz Map unavailable site list templates in source to different site list template in target BS GE Metadata Options C es v Kipi Column Mapping Domain Mapping 2 User Mapping P Permission Mapping lt gt Y Filter Conditions gt Performance Tuner 4 Site List Mapping consists of the following sections Source Name of the source SharePoint Site List template which has to be mapped Target Name of the target SharePoint Site List template which will be mapped against the given source template a 144 7 You can load the list of site and list templates normally available in a SharePoint site application defaults by clicking Once you click if it will display the list of site and list templates in both source and target template sections as shown below Dockit Migrator Evaluation Version H MyJobs gt gt New Job a amp Batch Descriptor Site List Elements Migration Settings Finish ao PURA Site List Template Mapping ay ons a Mappa Tenpin Map unavailable site list templates in source to different site list template in target E Metadata Options Source Target v yv Kr Column Mapping Source Templates Microsoft Word 97 2003 document Domain Mapping Microsoft Excel 97 2003 spreadsheet e Microsoft PowerPoint 97 2003 pr
167. a Magranion Setong Migration Settings Domain Mapping Load from Save as File Settings Source Target HARVESTER v https m365x938794 sharepoint com Renaming Rules ORBIT v __ https m365x938794 sharepoint con Metadata Settings E Column Mapping lt a Domain Mapping User Group Mapping g gt Filter Condition Job Scheduler J Permission Mapping wao DCM E Select appropriate source domain s from the domain list and select the target domain to map from the list of available target domains And also have the option to enter the domain names of your own in domain mapping Dockit Migrator allows you to enter either domain names or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc Note As for entering free texts multiple source domains can be entered separated by comma 387 User Mapping Dockit Migrator uses user group mapping to replace the unavailable user group with valid SharePoint user group while migration 1 Source User Dockit Migrator user group mapping enables you to load the list of source users from items to migrate Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings ans azs Migration Settings Migration Settings User Group Mapping gt SharePoint Elements Source Site and List Templates SharePoint User n Wilber Alex ai ay Domain Mapping VSSLAB user09
168. able in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The comonly used separator is comma The following table shows the equivalent Format string for List Separator in the registry key List Separator Equivalent Format String comma CSVDelimited semi colon Delimited asterisk Delimited Be consistent with the drive letters and UNC path when adding folders and file into SharePoint library using Dockit user interface and the path field values in the metadata file If you use local mapped drives to import files ensure the Path field has the corresponding local mapped drive path e g M MyDocs File1 xlsx If you use shares to import file ensure the Path field has the corresponding UNC path e g Machine_Name Share_Name Sample File1 xlsx You can also use wildcard notations in order to assign the same or different metadata for the folders sub folders amp files Please see the wildcard usage below Wildcard characters Example Description Er D My Documents folder1 Assigns same metadata as the parent folder folder1 for all files and sub folders D My Documents folder2 Assigns same metadata as the parent folder folder2 for all its sub folders fi D My Documents folder3 Assigns same metadata as the parent folder folder3 for all files in the parent folder and its sub folders For CSV a
169. ake care of creating the new folder structure in the destination location Click Next to Proceed 260 Site List elements to migrate Specify Site List elements page to migrate Site elements masterpages themes top links quick launch link web parts workflows user alerts site permissions and to set home page and List elements web part list view list permission maintain same list item ID maintain same document ID and quick launch links from one SharePoint environment to another 1 The Site List elements to migrate page will appear as shown below Dockit Migrator Evaluation Version y My Jobs gt gt New Job B gt O O Batch Descriptor Site List Elements Migration Settings Finish Site Elements List Elements Master Pages SP 2007 and above Associate Web Parts Home Page as in source site SP 2010 and above List Views Inclusion Exclusion List Themes SP 2007 and above List Permissions 2 Associate Web Parts Columns Inclusion Exclusion List User Alerts 1 Content Types Site Permissions 2 Maintain same List Item ID asin source 1 Site Features Inclusion Exclusion List Root level web pages o lt Content Types Maintain same Document ID as in source gt Root level web pages i Quick Launch Links as in source SP 2010 and above Top Links in site pages SP 2010 and above Workflows Quick Launch Links SP 2010 and above Workflow history Workflows Workflow history Select All Select All x Eq Note 1 D
170. all Dockit Server Ag GN tisiircietiscieiscwe te cacitdeecdedede a ea Ea 9 Change Application Data folder location 1 icceccceee eee eee eee teense net n anne enn nn enn 10 How to uninstall DOCKIt exits eatsdngt beviinaddadieudes ticeds Palseeaedetiinds badawahicetiesin a NE 12 HOW to PUIRCNASC s vaciend tescee Neetu sak ae Sai nk ae aed SRA aa ee a E NE 15 How to Activate the Software 00 Enna 15 a Cela Tal er es 0 9 810 a amen 16 Dockit Task Manager siciesisactasretserstadie cise a aA E EE 18 Task Manager soseciviaiisectvitateeniientient tetera e Meceeeanw ANAREN AEREA yeaa a AEON 19 Create New Task on SharePoint On Premise Migration cceceeeeeee tessa teste eee ee ees 22 Create New Task on SharePoint Online Office 365 Migration cccccceeeeeeeeeeeneeaes 25 Edit Task for SharePoint On Premise Migration ccceeeceee cece e eee eerste ee eee eeeaee es 28 Edit Task for SharePoint Online Office 365 Migration sssssssssssrrssssssrrrrrsssrrrrrrsss 29 Run a Task on SharePoint On Premise Migration c cceeeee eee ee eset ee eee eset een eats 30 Run a Task on SharePoint Online Office 365 Migration cccccceceeeeeeeeeeeeeeeeeaeenees 33 RE dO Migration ss iisscutears eat cceia caren wie Padawan tans Geena eee eens E vena ead ees T 36 Incremental Migration ON Premise ccccccec cee nnn 37 Incremental Migration Online ccc nna 39 Delete an existing task tscizidc cineetenteaeds
171. aluation Version 7 E MyJobs Job History home Select Files Migration Settings Finish zas Migration Si ase Migration Settings Migration Settings Domain Mapping Load from Save as Cc ay Domain Mapping Source Target HARVESTER v https m365x93874 sharepoint com A User Group Mapping ORBIT v https m365x93874 sharepoint com Job Scheduler X Performance Tuner CCM E Select appropriate source domain from the domain list and enter the corresponding target domain name to create domain mapping Dockit Migrator allows you to enter either domain names or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc 462 User Mapping Dockit Migrator uses user group mapping to replace the unavailable users groups with valid new OneDrive users groups when assigning user groups or permissions for the folder document during content migration from OneDrive environment to OneDrive You can use this mapping for all Person or Group fields in OneDrive 1 Source User Dockit Migrator automatically loads the list of target users group from the source OneDrive site Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish s Migration Setti i n r esai ae ert Migration Settings gt User Group Mapping Load from Save as Cc ah Domain Mapping Source Target Viewers admin ITRAM389431 microsoft COM v j iS User Group M
172. and drop the metadata file from the explorer to the window or double click on the metadata file 292 5 The selected metadata file will automatically be extracted and its contents will be loaded in the window If you select a Microsoft Excel metadata file then select the sheet name to use from the dropdown Dockit Migrator Evaluation Version Metadata File Migration Settings File Name m m i C BATCH Sample DMS_Support_1 xlsx gt aoa g Sheet Name m No of Column s 4 No of Rowd s 2 Column s J Path Z Destination Path Z Created By Z Modified By Z Select All z Vi ae 6 Click button if you want to see the contents of selected metadata file in the associated native application 7 For more information about how to create external metadata file click here 8 Select the desired columns for which you wish to assign metadata 9 If you want to replace with a different metadata file click x button and select the new metadata file as before 10 If any of the selected columns contains date and time values specify Date and Time format to parse the date values The default value is the current system settings 11 Click Next to proceed 293 Migration Settings To specify Migration Settings inputs to use for the task The Migration Settings page will appear as shown in the screen below Dockit Migrator Evaluation Version tt MyJobs gt g
173. apping Translation Managers v admin ITRAM389431 microsoft COM v j Job Scheduler v yo K Performance Tuner es er AN 463 2 Target User Dockit Migrator automatically loads the list of target users group from the target connected site Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish Migration Settings Migration Settings gt User Group Mapping Load from Save as G ay Domain Mapping Source Target Viewers v admin ITRAM389431 microsoft COM y i User Group Mapping Translation Managers v admin ITRAM389431 microsoft COM v Job Scheduler X Performance Tuner DC E AN n Vv You also have the option to enter the user group of your own in user mapping Select unresolved user from source combo box to map all unresolved unavailable users from source OneDrive user to a valid user in target OneDrive 464 Job Scheduler 1 The Job Schedule Settings step appears as shown below Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish ans sae Migration Settings Schedule Migration W Domain Mapping Run As VESPRO paita Schedule Daly v Start Time Select a date rs 11574M E User Group Mapping Recur every 0 A day s Security Options Job west Run only when user is logged on Run with highest privileges To set this flag you have to launch the application by using Run as admin
174. arget SharePoint Site list template s Checks site list templates availability in target SharePoint Site Quota Verifies site quota limit and shows the storage space required in target site if site quota exceeds Users and groups Checks availability of users and groups in target SharePoint and shows the unavailability of users and groups as error s Site list content types Checks availability of site list content types in target SharePoint Site list workflows Checks availability of site list workflows in target SharePoint List view s Verifies list view schema in target SharePoint Checks the mismatch field type in Group By list view Columns Verifies schema for each column in target SharePoint Verifies the source columns Taxonamy external data and reference list of lookup column are available in target SharePoint 5 Click Cancel button to close pre migration validation task 48 Validate Task for File Share Migration SharePoint OnPremises and SharePoint Online This tool will help you to identify the most common errors that are likely to occur and minimize such errors during a live migration To Validate a Dockit Migrator task 1 Select a desired task from Task List Validate 2 Click from Home menu of Dockit Migrator main screen Dockit Migrator Evaluation Version y My Jobs Job History fey New Edit J Run Now Validate Job Alt v ee ee SharePoint On Premise Jo
175. artment C My Documents Sample Brochure doc 11 06 2006 John Doe Director Senior Management C My Sales Sample Sales Template xlsx 11 24 2006 Jane Doe VP Sales Corporate Sales C My Sales Sample Product Demo ppt 09 09 1999 David Blake Sales Manager Consumer Sales 536 Error Messages and Resolution You may notice one or more of the error messages given below when using Dockit to connect to SharePoint and perform an import This is not an exhaustive compilation of all error messages but an attempt to include as many known error messages and how to resolve the errors Please refer Troubleshooting section for more information Error Message Resolution The remote server returned an error 407 Proxy Authentication Required Enable the Bypass proxy server for local addresses option available at LAN Settings of Internet Options of Internet Explorer Browser The server could not sign you in Make sure your user name and password are correct and then try again Check if you have a persistent session if you use federated identity If you use federated identity to connect to the SharePoint site Dockit expects a persistent connection already established connection to be available for the SharePoint site to commence the import task in unattended mode or scheduled mode Unable to establish existence of the account specified The use
176. ary Publishing Schedule Start Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Schedule End Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Image Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Hyperlink Applicable only for Collaboratio n Portal Group name can be given to this field Global Audience and Security Distribution Group should be crawled and stored in User Profile Store of SSP Services The values can be of single or multiple Multiple values should be separated with 11 r Dockit will search for the value in the respective group list and assign the ID of the matching group name to the Target Audiences column of the imported file only if the group name exists Moreover in order to assign the values that belong either to Global Audience or Security Distribution Group require Dockit Server Agent to be installed in the destination SharePoint server MOSS Microsoft SharePoint Server 2010 and above Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The http URL of any picture ca
177. ask name in Task Name textbox 3 To create a Windows scheduled task click Schedule Your Task button Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 279 Dockit Migrator Evaluation Version My Jobs gt gt NewJob Batch Descriptor Task Name Category Description xX Site List Elements Blank Schedule Your Task Would you like to schedule your task YES Source Authentication Windows ef User Name VSSLAB michael zi ee Password Socccccccccoccoce Destination Authentication Windows v User Name VSSLAB michael x amp Password Socccccccccoccoce Schedule Settings Set Password Run As VSSLAB michael Schedule Daily Y Start Time 04 52PM E Schedule Task Daily Every 10 A Day s At 11 26 AM on day 1 of Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov starting Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords Credential Manager applet for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Hence you will not be allowed to change the scheduled Run As user context for the export task 4 Click OK button to proceed or click Cancel to discard changes 5 After creating schedule task Click Finish button to run the task 280 Clean Up Metadata D
178. asterisk Delimited Be consistent with the drive letters and UNC path when adding folders and file into SharePoint library using Dockit user interface and the path field values in the metadata file If you use local mapped drives to import files ensure the Path field has the corresponding local mapped drive path e g M MyDocs File1 xlsx If you use shares to import file ensure the Path field has the corresponding UNC path e g Machine_Name Share_Name Sample File1 xlsx You can also use wildcard notations in order to assign the same or different metadata for the folders sub folders amp files Please see the wildcard usage below Wildcard Example Description characters Kr D My Documents folder1 Assigns same metadata as the parent folder folder1 for all files and sub folders D My Documents folder2 Assigns same metadata as the parent folder folder2 for all its sub folders am D My Documents folder3 Assigns same metadata as the parent folder folder3 for all files in the parent folder and its sub folders For CSV and TXT formats all field names and their corresponding metadata values should be enclosed within double quotes e g John Doe When using accented characters such as a i in folder file names the CSV TXT metadata file must be in UNICODE encoded format 208 The following section describes the data types suppor
179. atching is crucial To specify a rule for invalid character sequence to valid character sequence 1 Select New from the Templates Tools pane The new template will appear and enter an unique template name for the template as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager wa ee Create reusable templates for migration tasks iif Usage Statistics File share Migration SharePoint Migration See W Tools ee A Column Mapping On Premise Online iip ree Templates for SharePoint On Premise Migration User Group Mapping Ey Exit Domain Mapping al 4a New File Rule Folder Rule ke Permission Mapping z a Replace Illegal Characters 514 2 Once the new renaming rule template created a Specify the SharePoint invalid character in Find textbox and its valid character in Replace textbox then click Add button b Click Remove button to remove the selected naming rule Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager a Soe Create reusable templates for migration tasks l Usage Statistics File share Migration SharePoint Migration Se 4 Tools Te Test aA Column Mapping emplate Name Test Hel Eese User Group Mapping Rules Eg Exit Domain Mapping Find Replace Ie Permission Mapping 7 a Replace Illegal Characters ie gt
180. ayed 10 Click Close button to close this window 57 Task History When an import task is run in Dockit the task import information is maintained in the Task History folder The task history information can be seen at bottom of Dockit application s main window To view task history of a particular task 1 Select a task from the Task List pane 2 The history of task will be displayed at right bottom of Dockit main window as shown below Task History Refresh i Open Log Folder A View Activity Log X Remove Start Time End Time Elapsed Time Items in Source Completed Ignored Errors Remarks 1 30 2017 8 02 53 PM 1 30 2017 8 12 38 PM 00 09 45 1 files 0 folders 10 9 0 files O folders OKB O files O folders OKB O files O folders OKB Terminated canceled Retry by user 3 Where Start Time gt Date and Time a task was initiated End Time gt Date and Time a task completed its import process Elapsed Time gt Total time hh mm ss a task has taken to complete its import process Remarks gt Brief remark about the status of import Import process was completed successfully without any ompleted successfully errors Incomplete referimport process encountered certain errors as described in activity log the activity log Import process reached the maximum allowed number of files to import in evaluation trial version This message is Reached applicable for evaluation trial version only Terminated canceled by user
181. b s 16 li inc_subsite O web s 17 list s B sample 2 web s 33 li B latest 6 12 O web s 14 list s B site1 1 web s 34 li amp lookupsite O web s 19 list s x I sub 1 webs 27 li v publishingsite Oweb s 5 list s v Pr Explorer Items to Migrate 237 2 The Items to Migrate page has two tabs They are Explorer tab and Items to Migrate tab Dockit Migrator Evaluation Version A My Jobs gt gt New Job Credentials Items To Migrate Site List Elements Mapping Template Finish Ty Pluto gt T By mas gt Name Description Items Name Description Items a amp Pluto B mars E archiver 0 web s 6 list archiver O web s 4 list s amp Csite 2007 0 web s 46 li amp Bulksocs 0 web s 28 list s site 2010 0 web s 28 li amp community 0 web s 2 list s B Site 2016 1 web s 70 li B conference O web s 10 list s Boi 0 web s 4 list csite 2007 O webs 8 list 5 om 0 web s 8 list B dev O web s 14 list s amp English United States 0 web s 4 list amp pms 21 web s 481 lis lt amp English United States 0 web s 4 list amp Dockiti1 1 web s 23 lists gt amp Japanese 0 web s 4 list B Dockit2 1 web s 54 list s Bm 1 web s 30 li B Dockit365 Test site 0 web s 4 list s amp meet 0 web s 5 list amp pop O web s 8 list s EB Newsfeed 0 web s 4 list amp osm O web
182. ble only for a MOSS Microsoft SharePoint Server 2010 and above library Publishing Schedule Start Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Schedule End Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Image Applicable only for Collaboratio n Portal Publishing Portal Site Global Audience name Security Distribution Group name and SharePoint Group name can be given to this field Global Audience and Security Distribution Group should be crawled and stored in User Profile Store of SSP Services The values can be of single or multiple Multiple values should be separated with r Dockit will search for the value in the respective group list and assign the ID of the matching group name to the Target Audiences column of the imported file only if the group name exists Moreover in order to assign the values that belong either to Global Audience or Security Distribution Group require Dockit Server Agent component to be installed in the destination SharePoint server MOSS Microsoft SharePoint Server 2010 and above Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the da
183. ble in the right side of the page You can remove the items added for import by clicking Red X Traversal Options dialog will appear depending on the items added for migration a To specify migration options for site click Site Migration Options b To specify migration options for List Library click List Library Migration Options 1 Click gt button to proceed 436 Site Migration Option The Site Migration Option page will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History Newsp O Specify site settings to use when migrating a site and its conter a Select Files Migration Settings Source Web Template STS 0 Source s https mars vsslab local Dockit365Testsite Target Web Template STS 0 Target https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site O Merge site content i Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location i Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates 2 Explorer Items to Migrate z 1 item 1 Select the site template to apply to the site from the list of available templates Note Selecting As in source Option requires Dockit Migrat
184. bs 2 Group by Search Q aan li gt Re do A Incremental xX Delete fA Copy A Reschedule gt g View Job Instance Job Name Description Created Date Modified Date Last Run At Total Data Migrated 4 Sor s p 8 9 2018 3 11 50 PM 8 9 2018 3 11 51 PM 8 9 2018 3 11 51 PM 0 Webs 0 Lists 0 Items 4 v1 L Values Assign iale 8 9 2018 3 12 58 PM 8 9 2018 3 12 58 PM 8 9 2018 3 12 58 PM 0 Files 0 Folders 0 KB BE 3 Validation Report shows the list of items going to validate and number of errors 49 Dockit Migrator Evaluation Version Tools gt gt Migration Planner File Share Inventory fey Summary oooo11 Files and Folders General Information amp Total 3 folders 11 files B No folders contain gt 5 000 documents GB No hidden folders files 2 z No folders files has unique permission Ca No system folders files Success 2 folders 8 files i Po A i Al folders files have access Warnings 1 folders 2 files lt Errors O folders 0 files Passed Conditions y All file types are supported 1 lt gt Al folders files path are under supported length Size S All files are under supported size in SharePoint Site Quota validated x D r y Mandatory columns are not available Frrnre oor Warninas A Errors ME 4 Validates the following items Checking Existence Checks existence of source and target locations Site Quota Verif
185. can be of single or multiple Multiple values should be separated with Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned by SharePoint and an example of Example Yes No This is sample text This is sample text nThis is sample for multi line text 12 30 2009 10 50 AM 1 25 2010 10 3 41 100 10000 1500 67 Male 15 Windows 7 Windows Vista Windows 2003 Windows XP Windows 7 530 Lookup Multiple values People or Group Single Value People or Group Multiple value Hyperlink or Picture Target Audiences Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported f
186. ce SharePoint site This can be done when migrating content from SharePoint 2010 and above Web Part To migarte the Web Parts Landing pages Form pages List view and Web Part pages and Publishing Pages during a Site Web level migration Note e Ordering of Web Parts may not be preserved in Basic Pages pages without Web Part Zones e Dockit Server Agent is required in the target SharePoint server for link correction in web pages e Custom Web Parts will not be migrated and must be available in the target SharePoint server prior to migration Workflows To migrate the site level workflows during a Site Web level migration Note e Dockit Server Agent for SharePoint 2007 is required in the SharePoint server to retrieve the associated workflows from SharePoint 2007 or to associate workflows in SharePoint 2007 e Custom Workflows will be handled only during a Site Web level migration e It starts the workflows in the target which have running state in the source 263 User Alerts To migrate user alerts to the target SharePoint lists libraries and their content Note Dockit Server Agent is required in the target SharePoint server to migrate user alerts for on premise Site Permissions To migrate site permissions Note Dockit Server Agent is required in the source SharePoint server to migrate when performing migration from SharePoint 2007 Activate Features
187. ce hitp venus Target s Source Target http Source Target Items To Migrate e sslab local english mars vsslab local archiver hitps sslab local Dockit365Testsite http venus vsslab focal Content Lib hittps mars vsslab local dockit11 http venus vssiab focal Content Lib https m sslab local DOP Site List f Items to Migrate Site Migration Options x Specify site settings to use when migrating a site and its content Source Web Template Team Site Target Web Template Team Site Source Migration Option Create as sub site replace sub site in target site 0 O Merge sites oO Overwrite list library Retain list library and merge content only O Do not overwrite list library leave as is O Replace site in target location 0 Apply this site migration settings to all selected sites 2 Select the site template to apply to the site from the list of available templates Note Selecting As in source Option requires Dockit Server Agent to be installed in the source server as well 3 Select anyone of the following options given below to specify the content to be migrated from the source sites e Create as sub site replace sub site in target site The selected site in source SharePoint site will be created as a sub site in the target location In case the target location contains a sub site with the same title as the selected source site then the sub site in
188. ck Copy Task from Home menu of Dockit main screen Dockit Migrator Evaluation Version e My Jobs Job History New Edit Run Now li Re do A Incremental x Delete al Copy te Reschedule Validate g View Job Instance Copy job Alt C SharePoint On Premise Jobs 12 Group by Search a an ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated gt C2 4 F7 ZA FS TO SP ses 10 15 2018 11 30 53 AM 10 15 2018 11 31 18 AM 10 15 2018 11 31 18 AM 1 Files 0 Folders 1 901 KB FS to SP Batch CMAP 18 11 59 18 AM 1 Folders 3 542 KB FS to SP Batch Metadata eee 12 26 2018 12 06 31 PM 12 26 2018 12 35 50 PM 12 26 2018 12 35 50 PM 2 Files 2 Folders 7 084 KB FS to SP Batch Metadata Schedule 12 26 2018 12 35 30 PM 12 26 2018 12 35 30 PM 12 26 2018 12 35 30 PM 0 Files 0 Folders 0 KB a FS to SP CMAP sas 12 26 2018 10 45 01 AM 12 26 2018 10 47 34 AM 12 26 2018 10 47 34 AM 3 Files 3 Folders 10 626 KB m FS to SP CMAP Schedule ese 12 26 2018 12 10 22 PM 12 26 2018 12 11 54 PM 12 26 2018 12 11 54 PM 1 Files 2 Folders 3 542 KB a FS to SP Metadata one 12 26 2018 11 37 09 AM 12 26 2018 11 38 19 AM 12 26 2018 11 38 19 AM 1 Files 2 Folders 3 542 KB gt S3 9 ka l 43 3 In Copy Task dialog enter a new task name in Save As text box specify a Run As account and Password if applicable and Click OK to create a new task with the same import settings specified in the selected task Co
189. ckit Migrator Evaluation Version Metadata File g Migration Settings yY Filter Conditions R File Version Status X 12 Click Next to proceed Migration Settings Column Mapping Map metadata properties to the desired SharePoint columns Name Created Date Modified Date Title Destination Path xe 7 HM HR Source Path G Metadata File Column File Property Name Created Date Modified Date Title Target Path Source ae E a Finish 197 Filter Conditions Dockit can migrate or upload folders and files to SharePoint after they meet certain criteria Dockit will import folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties include Office document properties and file information created date modified date and file extension Use the steps outlined in this section to define an import condition based on folder level and or file level property filters 1 The Filter Conditions page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob A 1 Select Files Migration Settings Finish oo i Filter Conditions i SUISSE SD SETAE Specify import condition to be satisfied for folders and files to be migrated to SharePoint E Metadata Options Folder Level Filter 1o File Level Filter No 1 Column Mapping Migrate only if the condition i
190. contents from file servers to SharePoint Online Migrate contents from OneDrive for Business to Office 365 and OneDrive OneDrive for Business File share Migration w OneDrive Migration SharePoint on premises to Office 365 Migration Migrate contents from SharePoint on premises 2007 2010 2013 and 2016 personal sites to SharePoint Online Office 365 and OneDrive for Business SharePoint Migration w The New Job page appears as shown below Enter Job Name Description Optional and specify source OneDrive and target OneDrive Url and its credentials and click Connect Dockit Migrator Evaluation Version 7 myos Job History New Job OneDrive d OneDrive Enumerate personal site of Enumerate personal site of Current User Current User Multiple Users Multiple Users e g https contoso my sharepoint com personal johndoe_contoso_onmicrosoft_com e g https contoso my sharepoint com personal johndoe_contoso_onmicrosoft_com Source URL Target URL aS l Authentication Authentication Windows v Federated Identity v User name User name Password Password 450 To specify a OneDrive site URL both source OneDrive and target OneDrive of a site from which you wish to migrate Libraries Lists folders files and list items perform the steps given below 1 Specify a valid OneDrive site URL in source and specify valid OneDrive URL in target URL textbox 2 Specify
191. crosoft_com dn Item Migration Oftion Migrate all versions D Migrate latest version only M E Explorer Items to Migrate item 2 Select anyone of the following options given below to specify the content to be migrated from the source sites a Merge list contents This option merge the list contents only with the following options b Replace list if it already exists This option replaces the list in the target location if the list already exists in the target location 3 Select anyone of the following options given below to specify the item versions to be migrated from the source sites a Migrate all versions This option migrates all versions of the item file 440 b Migrate Latest versions only This option migrates the latest version of the item file only 441 Migration Settings 1 Migration Settings will appear as shown below Dockit Migrator Evaluation Version A My Jobs Job History home a gt Select Files Migration Settings Finish we cg xX Domain Mapping User Group Mapping Job Scheduler Performance Tuner 2 From this page you can Domain Mapping User Group Mapping Job Scheduler Performance Tuner oo aQ 442 Domain Mapping Dockit Migrator uses domain mapping to replace the unavailable domain with the valid domain while assigning permissions users groups for the folder file imported to OneDrive Dockit Migrator domain mapping enables
192. ct Files Migration Settings Finish Migration Settings isi 4 Metadata File Column Migration Settings gt Filter Condition Cc F File Property File Settings File Folder Property Operator Value Connector Renaming Rules Folder Name Metadata Settings m Metadata File O File Property Column Mapping Containing Folder Date Created Date Modified Folder Name Containing Folder Name Domain Mapping User Group Mapping Permission Mapping Filter Condition Job Scheduler Migrate if the above condition is Satisfied Not satisfied B ox AN 2 eoRire saga Bp 425 Performance Tuner To set percentage of Network bandwidth that Dockit Migrator can use during migration and number of files that can be uploaded concurrently to improve performance Dockit Migrator Evaluation Version 7 E MyJobs Job History doc Migration Select Files Migration Settings Finish sna Migration Settings Migration Settings Performance Tuner Renaming Rules Bandwidth Usage 100 Metadata Settings Concurrent File Upload my 4 Column Mapping Domain Mapping User Group Mapping gt Permission Mapping Filter Condition Job Scheduler Performance Tuner ee AN drecsaa B i 426 Job Scheduler 1 The Job Schedule Settings step appears as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration Select F
193. cument properties in SharePoint Metadata Options File Name x Sheet Name v View rat Column Mapping No of Column s No of Row s Use batch file as external metadata file Domain Mapping Columns Name User Mapping P Permission Mapping lt amp Site List Template Mapping gt Y Filter Conditions Date Format Use Default Time Format No time v bb Performance Tuner x 2 Click button to specify the external metadata file The reference file can be any one of the following file formats Comma delimited CSV Microsoft Excel XLSX or Text file TXT 3 For more information about how to create external metadata file click here 4 File selection dialog opens Drag and drop the metadata file from the explorer to the window or double click on the metadata file 268 5 The external metadata file will automatically be extracted once the file name is specified If you are using a Microsoft Excel based external metadata file then select the sheet name to use from the drop down Dockit Migrator Evaluation Version A MyJobs gt gt New Job amp Batch Descriptor Site List Elements Migration Settings Finish Metadata Options Specify metadata file to update document properties in SharePoint fs Metadata Options File Name _ C BATCH Sample Batch Metadata SP to SP xisx x a Sheet Name Sheet nnn View Column Mapping No of Column s 4 No of Rowfs 1 row s oo 4 aes Mapping Templates
194. d Checkin operation will fail in case mandatory fields of SharePoint library do not have values empty provided to them at the time of check in Checkout operation failed Checkout operation will fail in case access is denied or file is already locked by some other user Content Type lt name gt could not be found in the library Ensure that the specified content type is available in the destination SharePoint library Content Type lt name gt found in the library but it is not a valid file content type Ensure that the list content type is derived from a Document parent content type in the SharePoint site Import condition not satisfied The file does not satisfy the import condition specified in the task settings Dockit will log this message in the Activity log and the file will be skipped for import Import condition has failed lt error message gt Ensure that the constructed import condition is correct The column name used in import condition may not be available in the external metadata file Renaming rule has failed lt error message gt Ensure that the constructed Folder File Renaming rules is correct The find string used in renaming rules may have reserved characters which cause to misinterpret the rule 542 Unable to read Owner value from the file Some or all identity references could not be translated The Owner value of the file or fo
195. d domain while assigning permissions users groups for the folder file imported to SharePoint Dockit Migrator domain mapping enables you to load the list of domains available with the network and it appears in both source and target items as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration Select Files Migration Settings Finish a Migration Setti naa esgotan setHnds Migration Settings Domain Mapping Load from Save as C B File Settings Source Target r HARVESTER a a a Renaming Rules Z HARVESTER Metadata Settings ORBI L VOYAGER ah Column Mapping VSSLAB gt lt A a Domain Mapping gt User Group Mapping Permission Mapping Filter Condition Job Scheduler S de V 2 ox CSS 418 Dockit Migrator Evaluation Version f My Jobs Job History doc Migration Select Files Migration Settings Finish ans ss Migration Setti EER P asi oa Migration Settings Domain Mapping Load from Saveas C File Settings Source Target HARVESTER v https m365x938794 sharepoint com Renaming Rules ORBIT v __ https m365x938794 sharepoint con Metadata Settings E Column Mapping lt a Domain Mapping User Group Mapping g gt Filter Condition Job Scheduler J Permission Mapping wao DCM E Select appropriate source domain s from the domain list and select the target domain to map from the list
196. d be separated with In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Do not use multiple values unless the equivalent column defined in SharePoint can accept multiple values Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists
197. data Extractor tool allows you to capture metadata for all files Summary and custom properties in the given source folder location Metadata Collator Export metadata for library list items to a file Enter a list or folder location URL along with the user credentials to proceed Job Categories To create color categories which is assigned to the migration job To edit a category select the category name and use the commands to the right 93 2 The Check Server Agent page appears as shown below Dockit Migrator Evaluation Version a x gt Migration Options Tools gt gt Check Server Agent Ail Usage Statistics Dockit Server Agent is an optional server side component that must be installed in the SharePoint Server You can check the existence gt Tools of Dockit Server Agent in the target SharePoint Server using this tool by specifying a Sharepoint site URL and a credential to connect Help Site URL Eg Exit Authentication Windows iv User Name lv A johndoe contoso com contoso johndoe johndoe Password 3 Specify a SharePoint URL in the URL textbox to verify Dockit Server Agent existence in the target SharePoint Server 4 Connect to the SharePoint URL using the specified user credentials Enter the user name in any ONE of the following formats lt DOMAIN NAME gt lt USER NAME gt UserName DomainName UserName and its corresponding password For example johndoe contos
198. datory columns 116 SharePoint Migration Planner Plan your migration from SharePoint On premises to SharePoint online 1 The SharePoint Migration Planner step will appear as shown in the screen below Dockit Migrator Evaluation Version a x gt Migration Options Tools gt gt Migration Planner m Usage Statistics Source SharePoint Location Site URL Authentication Windows User Name vsslab farmadmin_sp16 1 Password 117 2 Select the source url for which you are going to get Inventory Dockit Migrator Evaluation Version a x Migration Options Tools gt gt Migration Planner fil Usage Statistics Source SharePoint Location Site URL https sun vsslab local ten v Authentication Windows Y User Name vsslab farmadmin_sp10 1 7 Password 3 Click Connect to SharePoint button to connect to SharePoint 118 4 The sites lists libraries in the connected site will be displayed as shown below Select any one source site list library and click Check For Inventory button Dockit Migrator Evaluation Version Migration Options Tools gt gt Migration Planner Ail Usage Statistics Site Info Select a site or list TEY ten Site Name Name ten B ten Site URL Diin https sun vsslab local ten amn Version E Calendar 14 0 0 7171 84 Documents B se D keyword Links lt 0 Pages BS Shared Documents
199. de of the grid Please note that the files are arranged with respect to their version sequence Select items to import x Select folders and files to import destination library or a folder location and dick Add button to add items Click Remove button to remove selected items from import Press F5 to refresh respective tree view Source C Users adminuser 1 VSSLAB Documents Versions E Ml Desktop A Name Size Type Modified Date m E This Pc Doc_v1 1KB Text Document 3 30 2016 5 11 13 PM a 2 adminuser 1 Doc_v2 1KB Text Document 3 30 2016 5 11 21 PM 8 N Libraries Doc_v3 1KB Text Document 3 30 2016 5 11 20 PM E CameraRol Doc_v4 1KB Text Document 3 30 2016 5 11 33 PM amp E Documents amp E My Documents _ Building Document _ Versions db Music 4 Pictures A ee 1a Destination https stone voyager local aa Add E R Rock Items added for import X Remove G Remove All EE laa C Users adminuser 1 VSSLAB Documents Versions Doc_v1 t https stone voyager local aa t j B C Users adminuser 1 VSSLAB Documents Versions Doc_v2 t https stone voyager local aa ia Building Documents E C Users adminuser 1 VSSLAB Documents Versions Doc_v3 t https stone voyager local aa 4 amp E Burham B C Users adminuser 1 VSSLAB Documents Versions Doc_v4 t https stone voyager local aa 7 o ic 53 Content Type Library 53 Converted Forms R
200. de values separated by The latitude value must be between 90 and 90 and longitude value must be between 180 and 180 Text or Numeric value can be given to this field Do not use multiple values for this column type The http absolute URL of any list item including file within the site collection can be given to this field The values can be of single or multiple Multiple values should be separated by Continent North America Country United States States Washington Co ntinent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska 30 60 New York United States Complete 4 http sharepoint Document s Sample 1 doc http sharepoint Documents Sample 2 xlsx http sharepoint Lists Custo m List 1_ 000 314 The following tables below describe the syntax to be used in the external metadata file for single values multi values for the following data types in SharePoint e Choice e Lookup e Person or Group Single Value Example Final Result In case single value contains as part of its value you can separate the values using Windows Spaces Mesh Live Windows Live Spaces Mesh In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimi
201. dentify the list item in the SharePoint list Dockit will search the specified reference value under the specified Destination Path Dockit will then retrieve the Absolute URL of the matching list item or matching folder from the SharePoint list automatically and then proceed to perform the specified action The Reference column can be any of the following a Name The column contains the filename or folder name or item ID or wild card characters b Title or any metadata column value in SharePoint The column value must be a unique record The following table explains the behavior of wild card characters Destination Path Name Description http sharepoint engg i Traverse all items and sub folders documents Folder1 presented in the Base URL and perform the specified action http sharepoint lists technical It will perform the specified action lists Folder2 for the top level folder only 306 Note Dockit provides an option to select the reference column as Name in Batch File Options step in task setup wizard 5 The column Name is an optional column in the batch file By using this column you can provide the file name Sample txt or item ID 1_ 000 or folder name folder1 under the Destination Path For instance please see the batch file snippet given below Destination Path Name http SharePoint technical documents Folder1 Sample File txt http SharePoint lists technical l
202. derneath the destination folder or library Please see wildcard characters usage for this purpose Wildcard Example Description characters x http sharepoint library1 folder1 Update all folders and sub folders only but skip files http sharepoint library1 folder1 Update all files and sub folders Please see the sample snippet below Destination Path Team Name http sharepoint technical documents project1 Voyager http sharepoint technical documents project2 conqueror 7 11 12 For CSV and TXT formats all field names and their corresponding metadata values should be enclosed within double quotes e g John Doe When using accented characters such as a in folder file names the CSV TXT metadata file must be in UNICODE encoded format For Microsoft Excel file formats XLSX do not enclose the field names and their corresponding metadata values within double quotes Ensure date values are in Date Only or Date And Time format Lookup data type value will be assigned based on column value only Lookup columns referring to non existing list and column will not be updated by Dockit People or Group data type value should be user name Active Directory AD group name or SharePoint group name User or group name referring to non existing user or group will not be updated by Dockit The user Login Name domain username
203. ditions ev Post Migration Action Ch Renaming Rules amp Performance Tuner x 4 Click Next to proceed 161 Post Migration Action 1 In order to move the source folders and files to the specified location after completing the import process select Yes lt oC Dockit Migrator Evaluation Version MyJobs gt gt New Job has Select Files Migration Settings Post Migration Action Pep A r A ann nnn Migration Settings Specify the settings to move files folders added for import based on the migration results Metadata Options oe Column Mapping Do you want to move folders and files after migration is complete Move Options Move source folder and files that contains no errors and warnings v Domain Mapping X m Target Location C Users Public Documents Dockit12x Backup g amp User Mapping Create current timestamp folder under target location P Permission Mapping R Folder File Settings gt Yy Filter Conditions y Post Migration Action ch Renaming Rules bt Performance Tuner 2 Select a Move option from the list below D F O Move source folders and files that contain no errors and warnings This option moves the source folders and files from the current location to the new location if there no errors and warnings during migration Move all source folders and files ignore warnings This option moves the source folders and files from the current location to the
204. documents and metadata using explorer mode to SharePoint Migration and lists from SharePoint server 2003 as Batch file Mode 2013 and SharePoint 2016 to SharePoint Import folders documents and metadata using batch file mode SharePoint Migration w DEE Note You can also use Batch File Mode option from Import folders files and metadata to SharePoint Libraries to create folders as new document sets from remote computer In this section we will discuss using the Explorer Mode option from Import folders files and 474 metadata to SharePoint Libraries import task option to describe how to use Dockit Task Wizard to create folders as new document sets in SharePoint Specify a SharePoint URL of a site library folder location to which you wish to import folders and files from the file system Specify the users credentials to connect to the SharePoint URL specified in Step 1 of 15 SharePoint destination location step in Dockit Task Wizard 1 Dockit expects the user name specified in SharePoint Login dialog user account specified in the Run As parameter in the scheduled task to be a e Member of administrators group in the local server and remote SQL Server or e Application pool user account or e Owner of the site where the destination library resides in order to create the document set DocKIT Task Wizard File Import condition x SharePoint destination location ia Specify a SharePoint URL of a
205. e metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Location co ordinates or name can be given to this field The co ordinates value must have latitude and longitude values separated by The latitude value must be between 90 and 90 and longitude value must be between 180 and 180 Text or Numeric value can be given to this field Do not use multiple values for this column type The http absolute URL of any list item including file within the site collection can be given to this field The values can be of single or multiple Multiple values should be separated by Continent North America Country United States States Washington Co ntinent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska 30 60 New York United States Complete 4 http sharepoint Document s Sample 1 doc http sharepoint Documents Sample 2 xlsx http sharepoint Lists Custo m List 1_ 000 534 The following tables below describe the syntax to be used in the external metadata file for single values multi values for the following data types in SharePoint Example Final Result e Choice e Lookup e Person or Group Single Value In case single value contains as part of its value you can separate the
206. e E A aes one a a a aa uaa tas 292 Migration SettingSrisain a E A E AE AA 294 Column Mapping apisan a ee A a A a eed 295 Filter Condition Svesse ae e a a e a 299 Task Schedule S ttingS arininn renane an kita AENEA A EEANN aAA NAE 303 Other List Types Batch File Mode ssssssssssssnssrrssssrnsrnnssssrnnnnnensrrrnnnnenerrnan 305 Bateh File Structure oeeaaeaii aeaii 306 Batch IMpoOrt Se NO S a a a a sea ata etd aad aE se eae a 317 Migration SEUNG S i eea eaa oT sas OEN deed anes dug NENE enews NEETER A EEEN OEDI 319 Column Mapping oeren EEEE AR EN EARE VEETEE AET 320 Filter Condition Sersan Aan he tens A ioe E eee ee 324 Task Schedule Settings craen aiee a a ead anaes wee a TANEN 328 ORINE eiae aa t EKAA ATOE E TANE EE AAE E TE A 330 SharePoint Online Office 365 Migration sssssssssssrrrrsssrrrrrrrsserrrrrnrnsrrrrrrnrssrns 331 FileShare to Office 365 iruirisspid oriav seeped peA OAA EAN EN ENEN a 332 Batch File Str ct r sisan eak aeu ENRE A aana ERNEA MENERA EEEIEE E 336 ission Aas AHN S IEE T a a TA 340 Migration Settings niena Ea A E E 341 Pre Migration Validation ccecceccecee cece eee erent nate nats 367 FIG Share to One Drive ssssasseeeicavecyeiveaeeasiviad NA EEEa EA NOTECES ANERER 369 SINAD ENA T A EATA A TAE 373 Batch File Struct eoep NE E Aa 375 items tO Marate roar aaraa anA NANIA ONIA NORIA ect demauet anna ORIAN RAVA 379 Migration Settings csnriva a a a a dics 380 Fle Settings neninm ainen a ae a a
207. e a task or click Back button to change any task settings eS Ga 256 Batch Descriptor File To specify the batch descriptor file to migrate folders files and list items from one SharePoint list to another SharePoint list 1 The Batch descriptor file page will appear as shown below Dockit Migrator Evaluation Version x My Jobs gt gt NewJob x fey Metadata File Migration Settings Finish miN a m a m a m a gt S l 2 Click drop down button to see a sample batch descriptor file Comma delimited MS Excel file and how it should be formatted in a batch descriptor file 3 Click button to specify the batch descriptor file The reference file can be any one of the following file formats Comma delimited CSV Microsoft Excel XLS or Text file TXT For more information about how to create batch file click here 4 File selection dialog opens Drag and drop the batch file from the explorer to the window or double click on the batch file 257 5 The batch descriptor file will automatically be extracted once the file name is specified If you are using a Microsoft Excel based batch descriptor file select the sheet name to use from the drop down Dockit Migrator Evaluation Version x My Jobs gt gt New Job fey Batch Descriptor Site List Elements Migration Settings Finish File Name C BATCH Sample Batch Metadata SP to SP xlsx x Sheet Name g No of Column s 4 No
208. e appears as shown below Dockit Migrator Evaluation Version nh My Jobs Job History ssaa Select Files Migration Settings Finish Source p http planet vsslab local a1 2 web s 72 list s 210 item s eu Target https m365x938794 sharepoint com test fs ee Source isi http planet vsslab local communitys F O webis 11 list s 16 item s a Target https m365x938794 sharepoint com test fs sv Se Source is http planet vsslab local dms103 2web s _ 38 list s 113 item s Roe Target E gt https m365x938794 sharepoint com test fs sv gid Source p http planet vsslab local flash 1 web s 22 list s 18 item s Seki Settings Target s https m365x938794 sharepoint com test fs sv ee CE x x x x Explorer Items to Migrate 4items b The selected Lists and Libraries are added for import will be displayed in the Items to Migrate page The import process order can be changed by the navigation buttons available in the right side of the page You can remove the items added for import by clicking Red X Traversal Options page will appear depending on the items added for migration To specify migration options for site click Site Migration Options To specify migration options for List Library click List Library Migration Options c Click gt button to proceed 403 Site Migration Option The Site Migration Option page will appear as shown below Dockit Migrator Evaluation
209. e column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned Text or Number values can be given to this field The values can be of single or by SharePoint and an example of Example Yes No This is sample text This is sample text nThis is sample for multi line text 12 30 2009 10 50 AM 1 25 2010 10 3 41 100 10000 1500 67 Male a5 Windows 7 Windows Vista Windows 2003 Windows XP Windows 7 Stock Details Product Details Accounts 310 People or Group Single Value People or Group Multiple value Hyperlink or Picture Target Audiences Multiple value multiple Multiple values should be separated with In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned User name AD Group name or SharePoint Group name can be given
210. e folders that satisfy the given migration filter List Item Level Migrate the files items that satisfy the given migration filter 3 Option that has discussed below is Folder Level Filter 509 4 Specify condition to apply at the folder level For example you can Import folders when Folder Name Conference Information Dockit Migrator Evaluation Version MyJobs gt gt NewJob a O Filters x Locations Items To Migrate Site List E Site level filter NO List level filter no ill Source https sun vsslab local ten xX L webls 36 listfe 64 item s Folder level filter B t h gene Torget ED cea anabon Migrate only if the condition is satisfied Folder Name SharePoint x Conference Information Oand oR Show more columns File level filter no Explorer Items to Migrate OK Eee 510 5 Specify rule that must be satisfied before creating folders to SharePoint For example you can create folders only when Folder Name Starts With Conference Information Dockit Migrator Evaluation Version MyJobs gt gt NewJob a O Filters x Locations Items To Migrate Site List E Site level filter NO List level filter no Source https sun vsslab local ten X 1 web s 36 list s 64 item s Folder level filter t h gene Tamet EES ES ere ney Migrate only if the condition is satis
211. e list item version numbers may not be retained as expected when using this import option 168 7 Click Next to proceed 169 Dockit Features e On Premise e Online 170 On Premise e File Share to SharePoint Migration e SharePoint to SharePoint Migration e Clean Up Metadata 171 File Share to SharePoint Migration Explorer mode Metadata file structure Step 1 SharePoint destination location Step 2 Items to import Step 3 Migration Settings Step 4 Task Schedule Settings Batch File mode Batch file structure Metadata file structure Step 1 Batch File Options Step 2 Migration Settings Step 3 Task Schedule Settings 172 Explorer mode Create Task To create a task to import folders and files along with metadata from File System to SharePoint Library 1 Click Explorer Mode from File share to SharePoint Migration option in New Job page als sedis D as shown below MyJobs gt gt New Job File share to SharePoint Migration Migrate folders and documents from file servers network file shares local computers and personal drives along with metadata to SharePoint on premises amp g File share Migration w Explorer Mode Import folders documents and metadata using explorer mode to SharePoint Migration and lists from SharePoint server 2003 fae Batch file Mode 2013 and SharePoint 2016 to SharePoint Import folders documents and
212. e snippet given below Source Path Destination Path New Folder http sourcesharepoint files model1 http sharepoint technical folder2 folder3 documents folder1 Dockit Migrator automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folder1 The model1 will be imported into the new destination location http sharepoint technical documents folder1 folder2 folder3 Follow the steps given below to specify the documents to migrate to the target SharePoint Online location in the batch file 433 1 Drag n drop batch file in Batch tab from explorer It will be shown below Dockit Migrator Evaluation Version o My Jobs Job History FS Explor Select Files Migration Settings Finish al Sample Explorer Batch File Items to Migrate z 59 items n 434 Batch file content will be shown as below Dockit Migrator Evaluation Version A My Jobs Job History adve s Select Files Migration Settings Finish path365 xlsx x Sheet1 v 3 items Source Path Destination Path https m365x354346 my sharepoint com personal menb_m365x54560_onmicrosoft_com _https m365x545031 my sharepoint com carl meguynb_m365x54766_onmicrosoft_com https m365x56899 my sharepoint com newone rekho_m365x5334431_onmicrosoft_com _https m365x113331 my sharepoint com visit meganb_m365x554541_onmicrosoft_com https
213. e tasks If and when a problem arises please forward the following files to support vyapin com to revert back to you with a solution Error log file e g lt Application Data Folder gt Log DockitErrorLog txt For issues while running a task the Activity Log and Error Log files will be generated in h a date and time stamp folder within the task folder name under JobHistory folder Activity log file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 logs ActivityLog txt Error log file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 logs ActivityErrors txt Metadata log file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 logs MetadataErrors txt Dockit error log file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 logs DockitErrorLog txt Move Activity log file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 logs MoveActivityLog txt Task settings file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 settings Details xml Library settings file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 settings LibrarySettings xml Process details file e g lt Application Data Folder gt JobHistory Dockit Task 20121222 183919 settings ListItemProcessCount xml The lt Application Data Folder gt is the common
214. eA Vi Truncate Hello_ if the file name starts with Hello_World Hello_ empty World Hello_ Truncate _World if file Hello_World World empty Hello name ends with _World Truncate V and the file name character following it immediately succeeding character if the file names contains V and followed SampleV1 v empty Sample by any one character 344 Sample SampleV12 SampleFileVersion Sample Matrix Sample File Hello World Sample Sample File Sample Document Hello lt World Hello gt World Document Word File Sample p V File 4 lt gt empty empty empty Dot Text empty Dollar empty Plus empty empty Word Document Sample Document Sale Sample SampleVersion SampleDotMatrix SampleTextFile HelloWorld SampleDollar SampleFile SamplePlusDocument HelloWorld HelloWorld WordDocument WordDocument SampleFile SampleDocument Truncate one character preceding the letter p in the file name Truncate two characters following the character letter V in the file name Truncate the word File in any position in the file name Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape seque
215. ePoint site This can be done when migrating content from SharePoint 2010 and above Quick Launch Links Set the quick launch links as same as in source SharePoint site This can be done when migrating content from SharePoint 2010 and above Web Part To migarte the Web Parts Landing pages Form pages List view and Web Part pages and Publishing Pages during a Site Web level migration Note e Ordering of Web Parts may not be preserved in Basic Pages pages without Web Part Zones e Dockit Server Agent is required in the target SharePoint server for link correction in web pages e Custom Web Parts will not be migrated and must be available in the target SharePoint server prior to migration Workflows To migarte the site level workflows during a Site Web level migration Note e Dockit Server Agent for SharePoint 2007 is required in the SharePoint server to retrieve the associated workflows from SharePoint 2007 or to associate workflows in SharePoint 2007 e Custom Workflows will be handled only during a Site Web level migration e It starts the workflows in the target which have running state in the source 245 User Alerts To migrate user alerts to the target SharePoint lists libraries and their content Note Dockit Server Agent is required in the target SharePoint server to migrate user alerts for on premise Site Permissions To migrate site permissions Note Docki
216. eaning up the task history periodically to control the disk space usage To cleanup task history perform the following steps given below 1 Select Cleanup History from Home menu of Dockit main screen Dockit Migrator Evaluation Version My Jobs Job History 0 Job Instances Group by Search Ql Job Name Start Time End Time Elapsed Items in Source Completed Ignored Errors Status Trash Alt T C 54 2 The Cleanup History dialog appears as shown below This deanup utility will dear task history and related files from your computer Retain task history for last instances only days only Coene cee a Selecting Retain task history for last lt n gt runs only option will remove all history entries for each task that are older than lt n gt runs task instances b Selecting Retain task history for last lt n gt days only option will remove all history entries for each task that are older than lt n gt days 55 View Job Instance To view and manage task status of a selected task 1 Select a task from the Task List 2 Select View Job Instance of Dockit main screen Dockit Migrator Evaluation Version th MyJobs N Job History New edit J Run Now C Re do Incremental E Delete FF copy MP Reschedule validate J View Job Instance View Job Instance i i bi a O nm SharePoint On Premise Jobs 2 Group by EUG EA Search A an ma
217. eated P Exit EERE ke Permission Mapping Site and List templates SB Reference Templates 149 Specify the List Type and Reference Column in the respective text boxes and click button to add the pair to the columns list as shown below You can also specify list URL list Name in the List Name List URL textbox along with the reference column in the Reference Column textbox Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks mi Usage Statistics File share Migration SharePoint Migration Template Name Sample al Column Mapping tr Samp gt Help List Type List URL Reference Column a User Group Mapping Links Created _ Eg Exit Domain Mapping ke Permission Mapping Announcement Created by _ IB Site and List templates Be Reference Templates 150 Renaming rules SharePoint does not permit certain characters in folder and file names Dockit Migrator provides an ability to rename invalid character s to valid character s and also support any character s to be renamed using rules thereby eliminating the tedious step of renaming the source folders files Dockit Migrator uses Regular Expressions technique which enables you to create generic renaming rules in order to specify the pattern for file name conventions
218. eb Part pages during a Site Web level migration Note e Ordering of Web Parts may not be preserved in Basic Pages pages without Web Part Zones e Custom Web Parts will not be migrated and must be available in the target SharePoint prior to migration To migrate the list level Workflows during a Site List level migration Note e Dockit Server Agent is required in the source SharePoint server to retrieve the associated workflows from SharePoint 2007 412 Site and List Templates Dockit Migrator uses Site and List template mapping to map the source List Library or Site template to its equivalent target Office 365 Site or List Library template 1 Source Template Dockit Migrator automatically loads the list of source SharePoint templates from connected source site Dockit Migrator Evaluation Version 7 E My Jobs Job History home Select Files Migration Settings iit Migration Settings Migration Settings Site and List Templates amp gt SharePoint Elements Source Microsoft Word 97 2003 document Site and List Templates Microsoft Excel 97 2003 spreadsheet ay Domain Mapping Microsoft PowerPoint 97 2003 presentation amp User Group Mapping f Document Library J Permission Mapping Job Scheduler Performance Tuner DeM 1 AN Target Microsoft Word 97 2003 document Microsoft Excel 97 2003 spreadsheet Microsoft PowerPoint 97 2003 presentation Document Library Finish
219. ecsccve ser dcevseeeteeusscedesussedieetscevdeedseeieeevssttreentarts 437 List Migratiom Opto i vsscie ta seas yes cee ietet wed sseeaebygeeateed Aa ea esse 440 Migration Setting Sze OE ceed A EAA o dead EOE EA EDEA wnnseee 442 Job SUIMMALY sweeties viet vaccines nE NOA NARE vente ent a TAANE etek vate wut extents 448 OneDrive MIGKAt OM sass Bice cree anal iene pile ens alee AAA E ARARE ganda rs 449 Batch Fileas taie EE oneal Cade EE Ea CEANA ear evade E ROEA E AAEE 453 TESIMS COs GAT Cree ia aa A AA A AR A AA A 456 Site Migration OPClOM icc atu ccrcradacaceleetilscideleladeendwestie a a 457 iist Migration Optiontarm eiss meea A aati A aA 460 Migration Settings esei a e E EE a Oa a 461 DOMAIN Map PIG sisecsee sete hice eeee aeele ela aucte ween ac ulead eae a aee te etares 462 USER MAPPING sisi tenicetietrnereanie a tw eatattien etd a eddie atten valde 463 JOD SCHECUIEr ccccccecccccceeeeueeecceeeeeueeesseeeeeeeeesggeueeeneeeggauteeneeesguunnennness 465 Performance TUNEEy iia tercesiee steeped rE EO OKERE ETEKIN OEREEEKET ROKER 466 Job SUMMALY sievsiee tdi eo cctv eect NEERU NEARNE E EA aa 467 Howto GUIGG wieietoeetistiees oia Ea tend a a 468 IMpoOrt DOCUMENE VErSIONS rosei a eee eee dete ped eens neve E pewa aea KENA eaae 469 Create Document SETS rear errean eiL APSA eg ee ATE ea a ASE US tea ee naa a Ea 474 FUMCHION BUI E sciah ATA sc SUA SAA VS SSAA Sea Ae se eas 478 Rename Documents in File System ccececeete eee eee e
220. ect target SharePoint Site URL Authentication Windows v User Name vsslab farmadmin_sp16 1 Password 112 7 Enter the target site in the Site URL text box to which you are going to migrate the source folder s and the relevant credentials and click Connect to SharePoint button Dockit Migrator Evaluation Version a gt Migration Options Tools gt gt Migration Planner m Ail Usage Statistics Select target SharePoint x Site URL http venus vsslab local Authentication Windows User Name vsslab farmadmin_sp16 1 Password 113 8 After connecting to the given target SharePoint site a new page is shown as below Tools gt gt Migration Planner gt Migration Options Mi Usage Statistics Site Info Site Name Pluto Site URL http venus vsslab local Version 16 0 0 4306 Click Connect button if you want to reconnect to the target SharePoint site Dockit Migrator Evaluation Version Select a site or list T BBY Pluto Name B Pluto B Archiver B CSite 2007 B site 2010 B CSite 2016 Boi oms B English United States B English United States B Japanese B jobhistorytarget B jobhistorytest BB LookUp Bm B meet B Newsfeed B newsletter BB nmn Items 56 web s 1 O web s 6 0 web s 46 0 web s 28 1 web s 70 0 web s 7 I O
221. ed by the selected source site A Site Migration Option O Create as sub site replace sub site in target site W Merge sites u If list library exists in the target location O Overwrite list library O Retain list library and merge content only O Do not overwrite list library leave as it is O Replace site in target location T Select anyone of the list migration options given below to specify the contents to be migrated from source lists a Replace list in target location This option replaces the list in the target location if the list already exists in the target location b Merge list If the list items documents already exists in the target location This option merge the list contents only with the following options c Overwrite list item document This option overwrites list items in the target location d Add source list item document as new version s to existing item document This option creates list item document as a new version in the target location e Do not overwrite list item document leave as is This option will not overwrite list item document in the target location 259 11 9 10 12 13 A List Migration Option O Replace list in target location Merge lists If list items documents already exists in the target location O Overwrite list item document Add source list item document as new version s to existing item document O D
222. edule Settings 232 Explorer Mode Create Task To create a task to migrate folders files and list items along with metadata from one SharePoint list to another SharePoint list 1 Click SharePoint Migration from New Job menu of Dockit Migrator screen Select Explorer mode task type under the list of available task types as shown below Dockit Migrator Evaluation Version f MyJobs gt gt New Job File share to SharePoint Migration Clean up Metadata network file shares local computers and personal drives exists in SharePoint document libraries on premise Migrate folders and documents from file servers Assign update metadata to the documents that already along with metadata to SharePoint on premises File share Migration w Clean up Metadata w SharePoint to SharePoint Migration Migrate sites and lists from SharePoint server 2003 2007 2010 2013 and SharePoint 2016 to SharePoint on premises SharePoint Migration w Explorer Mode Use Dockit explorer mode to migrate sites and lists Batch file Mode Use batch file mode to migrate sites and lists SES Specify SharePoint Location Add Items to migrate Specify Site List elements to migrate Specify Migration Settings Specify Task Schedule Settings Click Finish button to create a task or click Back button to change any task settings oe E 233 Source SharePoint Location To specify a SharePoint site URL bot
223. ee eaten eee neeeenaeas 544 Troubleshooting for Online tasks c cece cece eee nena a eee naeas 545 Dockit Introduction How to install Dockit Server Agent Change Application Data folder location How to uninstall Dockit How to purchase How to activate the software Technical support Install Dockit Server Agent Dockit Server Agent must be installed on a Windows Server running Microsoft SharePoint 2019 2016 2013 2010 2007 e For SharePoint 2007 servers Use DockitServerAgent_2007_x86 msi in order to install in 32 bit Windows Server 2003 or Windows Server 2008 Use DockitServerAgent_2007_x64 msi in order to install in 64 bit Windows Server 2003 or Windows Server 2008 e For SharePoint servers2010 Use DockitServerAgent_2010 msi in order to install in 64 bit Windows Server 2008 Windows Server 2008 R2 e For SharePoint servers 2019 2016 2013 Use DockitServerAgent_2013 amp 2016 msi in order to install in 64 bit Windows Server 2012 R2 Windows Server 2012 If necessary reset IIS by using IISRESET no force for the changes to take place in SharePoint server You can check the existence of Dockit Server Agent component in target SharePoint server using Server Agent Test Tool available under Tools menu of Dockit Migrator main screen Change Application Data folder location Dockit enables you to change Application Data folder location where Dockit s import tasks and related set
224. efinition during import process The lt value gt could not be assigned for the taxonomy field lt field name gt since there are no matching value defined in the taxonomy field definition Ensure that the specified term value is available in the corresponding managed metadata field termset definition in SharePoint library If the given value is unavailable and the selected termset is not opened for new term creation Dockit reports this message and the term value will not be updated in SharePoint lt value gt Not a valid list item URL in the site collection Ensure that the given list item URL is a valid list item s URL Unavailability of 539 the list item causes the error lt value gt Related item must be a valid list item within the site collection Ensure that the given list item URL is a valid list item s URL within the site collection Latitude value must be between 90 and 90 for a Geolocation field Ensure that the given latitude value is in between 90 and 90 Longitude value must be between 180 and 180 fora Geolocation field Ensure that the given longitude value is in between 180 and 180 There is no entry for this file in the external metadata file Ensure that the metadata values are provided for all documents that are imported Source folder or file not found Ensure that the given source Path is valid and available Invalid
225. eld names and their corresponding metadata values within double quotes 6 Ensure date values are in Date Only or Date and Time format 7 Lookup data type value will be assigned based on column value only Lookup columns referring to non existing list and column will not be updated by Dockit Migrator 8 People or Group data type value should be user name Active Directory AD group name or SharePoint group name User or group name referring to non existing user or group will not be updated by Dockit Migrator The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account 9 The Managed Metadata column values can be term labels or synonyms of term labels or full path of the term value full term path Dockit Migrator will search the specified term value under the specified parent term of the corresponding term set and assign the ID of the matching term value for the managed metadata column You must provide the path of the term label in the format ParentTerm TermLabel1 TermLabel2 TermLabel3 For example Continent North America Country United States States Alaska In the example above if the specified term value Alaska does not exist in the selected term set of the managed metadata column Dockit Migrator checks if the term set is open to creating new terms values If yes Dockit Migrator will create the new term value Alaska under the specif
226. elect User Group Mapping A default page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob CA O Batch Descriptor Site List Elements Migration Settings Finish asa User Mapping D HH Mapping Templates k aes Map unavailable users groups with valid users groups in the target SharePoint ES E Metadata Options ee v i Pit Column Mapping Domain Mapping 2 User Mapping P Permission Mapping lt Site List Template Mapping gt M Filter Conditions bt Performance Tuner 2 User Group Mapping consists of the following sections e Source Name of the source file share SharePoint domain user or group which has to be mapped e Target Name of the target SharePoint domain user or group which will be mapped against the given source domain user or group 132 3 You can load the list of Users Groups available in the network by clicking Once you click it will display the list of available users groups in the network in both source and target users groups sections as shown below Dockit Migrator Evaluation Version xX ft MyJobs gt gt NewJob a ee Items To Migrate Site List Elements Mapping Template Finish an User Mapping ra nas ae MESES Map unavailable users groups with valid users groups in the target SharePoint i C TB column mapping a Andrew B John v y Domain Mappin i pping amp Graham K Joseph a Graham K
227. emplates to use in this task 223 10 Click to load available column mapping templates Dockit Migrator Evaluation Version My Jobs gt gt New Job a Metadata File tt e N F Column Mapping Migren Seng Map metadata properties to th EEE Y Filter Conditions x Name B File Version Status Y Date Created Ee Date Modified lt X Metadata File Column J File Available Templates 7 template s available oe Name Advanced Column Mapping Created 7 20 2018 5 58 46 PM oe Name Column Migration Created 7 20 2018 5 59 54 PM oe Name Custom Columns Created 7 20 2018 5 58 59 PM oe Name Metadata Column Mapping Created 7 20 2018 5 56 57 PM oe Name New Column Mapping Created 7 20 2018 5 55 45 PM oe Name Security Columns Created 7 20 2018 5 59 21 PM oe Name Share Column Mapping Created 7 20 2018 5 56 37 PM 224 11 Click to load the application default settings Dockit Migrator Evaluation Version My Jobs gt gt New Job ra Metadata File Migration Settings Finish oH neces Column Mapping B g ae eve nse Map metadata properties to the desired SharePoint columns ac VY Filter Conditions 2 Name ee a File Version Status Xk Created Date eee Created Date J Modified Date eee Modified Date Xt Title Title lt e Destination Path eee Target Path C gt Xf Source Path see Source i eS eee ES A Metadata File Col
228. ension Use the steps outlined in this section to define an import condition based on folder level and or file level property filters 1 The Filter Conditions page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt New Job a Metadata File Migration Settings Finish aon Filter Conditions ans HH Migration Settings Pat Column Mapping No File Level Filter 5 on Migrate only if the condition is satisfied Migrate only if the condition is satisfied 7 Filter Conditions 9 d 3 A Folder Name File Property R File Version Status Specify import condition to be satisfied for folders and files to be updated in SharePoint Folder Level Filter Title File Property Show more columns De AN Vv Show more columns You can specify migration conditions at two levels Folder Level Migrate the folders that satisfy the given migration filter e List Item Level Migrate the files items that satisfy the given migration filter The available import conditions specified will be used to filter folders files that are uploaded to SharePoint 299 4 Specify condition to apply at the folder level For example you can Import folders when Folder Name Conference Information Dockit Migrator Evaluation Version My Jobs gt gt NewJob G Metadata File Migration Settings Finish nnn Filter Conditions san aan Migration Settings Paty Column Mapping Specify import co
229. ents that already network file shares local computers and personal drives exists in SharePoint document libraries On Premise along with metadata to SharePoint On Premise File share Migration w Clean up Metadata w SharePoint to SharePoint Migration Migrate sites and lists from SharePoint server 2003 2007 2010 2013 and SharePoint 2016 to SharePoint On Premise SharePoint Migration w X Click the links below for more information a Create a task to File share To SharePoint Migration b Create a task to SharePoint To SharePoint Migration c Create a task to Clean Up Metadata 24 Create New Task on SharePoint Online Office 365 Migration You can create a task to migrate data documents and their associated metadata properties from network file shares file servers and local hard drives to SharePoint 2016 2013 2010 2007 and SharePoint Online in Office 365 Dockit facilitates importing files and data into SharePoint libraries and lists using the following task options Click SharePoint Online Migration from Migration Options menu of Dockit main screen gt Migration Options w Usage Statistics 4 Tools Help Box Dockit Migrator Evaluation Version x SharePoint on premises Migration Migrate content from file shares SharePoint on premises 2003 2007 2010 2013 and 2016 to SharePoint On Premise SharePoint Online Office 365 Migration Migrate conte
230. er To add a user profile click Add Profile g button g gt Source Location vsslab farmadmin_sp16 1 vsslab farmadmin_sp10 1 Site URL vsslab farmadmin_sp13 1 http venus vsslab local Authentication New User Profile vsslab farmadmin_sp16 1 v amp johndoe contoso com contoso johndoe jahndoe User name vsslab farmadmin_sp07 1 Password Password Confirm Password Click Add button 496 3 The newly added user profile will be shown in the Profile Manager as below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a Credentials Select Files Profile Manager Dockit can store your login information for SharePoint sites using Windows Stored User Names and gt Target SharePoint Credential Passwords applet Credential Manager To add a user profile click Add Profile button vsslab farmadmin_sp16 1 Target Si Point URL vsslab farmadmin_sp10 1 http venus vsslab local newsletter PShttp venus vsslab local newsletter PShttp venus vs vsslab farmadmin_sp13 1 vsslab farmadmin_sp07 1 Authentication Windows agi User name VSSPRO karthikb v E Add Profile Password New User Profile eeccceee eocccccce User name Password Confirm Password vsslab farmadmin_sp07 1 profile added sucessfully Add 4 Henceforth the stored user profile can be used as credential input in Dockit application in order to connect to the SharePoint environment 5 Click Clo
231. erica Country United States States California Continent North America Country United States States Alaska You can also specify options to create unavailable terms as part of document import Dockit checks if the term set is open to creating new terms and then adds the unavailable terms to the exact term hierarchy 493 Profile Manager Use this tool to create a user profile in Windows Stored User Names and Passwords applet in order to specify the user context to run Dockit migration tasks The stored user profile will be very useful when you are trying to perform the following migration tasks in scheduled manner using Dockit e Migrating content from SharePoint 2003 2007 2010 2013 2016 environment to SharePoint 2007 2010 2013 2016 environment e Migrating content between two different SharePoint 2007 2010 2013 2016 server farms e Migrating content using Laptop PC that is not part of the SharePoint domain The stored user profile persists for all subsequent logon sessions on the same computer where Dockit is installed The stored user profiles are visible to other logon sessions on the same computer The stored user profile created by using Dockit Profile Manager is restricted to the Windows User Profile context If the Windows User Profile is maintained locally Dockit stored user profile is accessible only by the same user in the same computer If the user who creates Dockit stored user pr
232. erm store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Location co ordinates or name can be given to this field The co ordinates value must have latitude and longitude values separated by The latitude value must be between 90 and 90 and longitude value must be between 180 and 180 Text or Numeric value can be given to this field Do not use multiple values for this column type The http absolute URL of any list item including file within the site collection can be given to this field The values can be of single or multiple Multiple values should be separated by Continent North America Country United States States Washington Co ntinent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska 30 60 New York United States Complete 4 http sharepoint Document s Sample 1 doc http sharepoint Documents Sample 2 xlsx http sharepoint Lists Custo m List 1_ 000 526 The following tables below describe the syntax to be
233. erties in the given source folder location The source folder locations can be mapped drives network shares and local hard drives a Usage Statistics Source Folder Location Folder Path Folder Options lt Export Options Files Only O Folders Only O All Items Folders and Files 3 Specify a valid file system folder location in the Source Folder Location textbox You can specify a Mapped Network location Network Shares local hard disk drive location in the textbox Click Browse button to select the required folder using Browse For Folder dialog 97 The Browse For Folder dialog will be shown as below gt gli This PC gt SQ Libraries gt Network gt EA Control Panel E Recycle Bin J 15Clientt J 151SAPI ad 16Client J Batch ad Bing gt a Debug a DMS TaskManger Resource Files gt J DMS_v10 5 Sample Help bD Dockit Migrator Setup gt d Dockit365 Sample Help Upon selecting required source folder click OK to add it for extraction 4 Select File Properties to be extracted from the files as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Metadata Extractor m Usage Statistics File Type Required File Properties General v Available File Properties A Author a Comments M Created a File Extension M Keywords M Modified Custom Property MS Office documents 99 gt Migration Opti
234. esentation im User Mapping Microsoft Word document Microsoft Excel spreadsheet yd Permission Mapping lt Site List Template Mapping gt v Filter Conditions bt Performance Tuner 8 You can select the appropriate source template s from the source template list and the target template to map from the list of available target template list 9 Note As for entering free texts multiple source templates can be entered separated by comma 10 You have to select the appropriate source from the source list and target from the target list Finally click a button to map both source and target together You can also specify the site list URL in the source URL Template Name textbox along with the new name in the Target Name textbox 145 11 You also have the option to enter the names in the respective combo boxes and finally click button to map Once you click button selected source and target Sites Lists are mapped and the mapped pair is displayed in the Site and List mapping pane as shown below tt B gt MyJobs gt gt New Job Dockit Migrator Evaluation Version Batch Descriptor lt z sas Mapping Templates e Metadata Options Pa Column Mapping a Domain Mapping 2 User Mapping P Permission Mapping Site List Template Mapping T Filter Conditions amp Performance Tuner Site List Elements Site List Template Mapping Migration Settings Map unavai
235. fied Folder Name SharePoint Mf Starts With Conference Information Oand Wor Show more columns File level filter no ae e kee of 511 corresponding value with the required operator Dockit Migrator Evaluation Version nh MyJobs gt gt NewJob a 6 You can specify the import conditions by selecting the Field Name and by specifying a O Site List E Items To Migrate Locations Source https sun vsslab local ten Xx 1 web s 36 list s 64 item s Target http venus vsslab local new Explorer Items to Migrate Filters Site level filter List level filter Folder level filter Migrate only if the condition is satisfied Folder Name SharePoint x Starts With Conference Information Oand oR Created Date SharePoint lt x lt gt 8 13 2018 Bl Oand or File level filter x vo Show more columns o 512 7 You can use mathematical operators such as gt gt etc to define your query Dockit Migrator Evaluation Version a x My Jobs gt gt NewJob xe O Filters x Locations Items To Migrate Site List E Site level filter List level filter Source https sun vsslab local ten 1webis 36 listis 64 y Folder level filter YES Target http venus vsslab local new 2 eee s 9 Pay nr Migrate only if the condition is satisfied Fo
236. ft com folder2 folder3 Dockit Migrator automatically provision the OneDrive if OneDrive is not available for specified user and it creates the folders folder2 folder3 specified in the column New Folder underneath the specified OneDrive user s personal site The Sample File xlsx will be imported into the new destination location https contosomy sharepoin com personal johndoe_contoso_onmicrosoft_com documents folder1 folder2 folder3 Follow the steps given below to specify the documents to migrate to the target SharePoint Online location in the batch file 1 Drag n drop batch file in Batch tab from explorer It will be shown below Dockit Migrator Evaluation Version tt My Jobs Job History new job s Select Files Migration Settings Finish A LLULLU LLULL TA Vv Explorer Batch File Items to Migrate 376 Batch file content will be shown as below Dockit Migrator Evaluation Version PS mios Job History FS Explor a Select Files Migration Settings Finish rx 3 Batch FS 0365 xIsx A Sheeti v 3 items Path Destination Path D rd60 libone1 Sample Brochure doc https contoso sharepoint com sites BulkSite Documents D rd60 libone1 Sample Sales Template xls _https contoso sharepoint com sites BulkSite Documents D rd60 libone1 Sample Product Demo ppt _https contoso sharepoint com sites BulkSite Documents Batch File Explorer Ka 59 items SS Items to Migrate
237. ge The regular expressions technique is widely used in software where pattern matching is crucial To specify a rule for invalid character sequence to valid character sequence 1 Select New from the Templates Tools pane The new template will appear and enter an unique template name for the template as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager ail E Create reusable templates for migration tasks dl Usage Statistics File share Migration SharePoint Migration D Tools Help aA Column Mapping On Premise Templates for SharePoint On Premise Migration a File Rule Folder Rule User Group Mapping Eg Exit a Domain Mapping Ie Permission Mapping 7 a Replace Illegal Characters 74 2 Once the new renaming rule template created a Specify the SharePoint invalid character in Find textbox and its valid character in Replace textbox then click T button b Click button to remove the selected naming rule Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks w Usage Statistics File share Migration SharePoint Migration A Tools Template Name Test Csi aA Column Mapping Ar i Hel EEE User Group Mapping Rules Ey Exit Domain Mapping Find Replace iE J x li de Permission Mapping
238. gned User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Do not use multiple values unless the equivalent column defined in SharePoint can accept multiple values Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with ae Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists The http URL of any resource or picture can be given to this field Stock Details Product Details Accounts VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com John Doe VOYAGER User1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My File doc Sample 176 Target Audiences Multiple value Applica
239. gration Settings Source Web Template STS 0 Source amp https mars vsslab local Dockit365Testsite Target Web Template _ STS 0 x Target E gt https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site i O Merge site content i Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is O Replace site in target location e Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates M E Explorer Items to Migrate item 458 Select anyone of the following options given below to specify the content to be migrated from the source sites a Migrate contents in selected site and its subsites This option migrates content in selected site and its sub sites b Migrate contents in selected site only This option migrates content available in the selected site only Dockit Migrator will not traverse the sub sites within the selected site 4 Target Site Template Dockit Migrator Evaluation Version aes 7 My Jobs Job History New SP Specify site settings to use when migrating a site and its conter Select Files Migration Settings Source Web Template STS 0 Source https mars vsslab local Dockit365Testsite Target Web Template STS 0 x Target s https m365x9387
240. gs 204 Batch File Structure The following section gives you the guidelines to create a batch file for Import folders files and metadata to SharePoint Libraries Batch File Mode and Import folders files and metadata to SharePoint Libraries Batch File Mode task type The first row of the batch file should contain the following field names as headers The reserved headers used by Dockit in batch file are as follows 1 2 Path The Path column should contain the path of the source document folder Destination Path The Destination Path column should contain the target location where the source gets moved New Name The New Name should contain the name in which the source document s gets moved to target location New Folder The column New Folder is an optional column in the batch descriptor file Using this column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to importing the contents For instance please see the batch descriptor file snippet given below Path Destination Path New Folder M My Document Sample http sharepoint technical folder2 folder3 File xlsx documents folder1 Dockit automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folderi The Sample File xlsx will be imported into the new destination location h
241. gt Name Description Items A Name Description Items Pluto mars Archiver 0 web s 6 list amp Archiver o O web s 4 list s csite 2007 0 web s 46 li B Bulksocg O web s 28 list s B Csite 2010 0 web s 28 li amp community O web s 2 list s B Csite 2016 1 web s 70 li conference Oweb s 10 list s Boi 0 web s 4 list Csite 2007 0 web s 8 list s amp pv 0 web s 8 list dev O web s 14 listts amp English United States 0 web s 4 list amp DMS 21 web s 481 lis lt E English United States 0 web s 4 list p amp Dockit11 o 1 web s 23 list s gt B Japanese O web s 4 list amp Dockit2 1 web s 54 list s Bm 1 web s 30 li B Dockit365 Test site e O web s 4 list s B meet O web s 5 list amp bop o O web s 8 list s Newsfeed 0 web s 4 list amp osm O web s 8 list s nmn 0 web s 5 list amp Employee Oweb s 8 list s amp Resource 1 web s 16 li B inc_subsite 0 web s 17 list s amp sample 2 web s 33 li latest 6 12 0 web s 14 list s B sitet 1 web s 34 li lookupsite 0 web s 19 list s B sub 1 weh s 27 li amp publishingsite 0 web s 5 list s Explorer Items to Migrate 239 4 Browse the source folders files and list items of source SharePoint list and select the 5 6 required folders files and list items from source l
242. gth to use before importing them to a SharePoint library Select appropriate checkbox for folder and enter a valid character length for folder Note Dockit Migrator leaves the source folder name as is if the folder name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint 2 File Renaming Rule You can add or remove rules for file renaming rule This helps to rename invalid characters in SharePoint to a valid file name Truncate file names Truncate long file names by specifying the file name length to use before importing them to a SharePoint library Select appropriate checkbox for file and enter a valid character length for file name Note Dockit Migrator leaves the source file name as is if the file name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint Sample renaming rules File Name Find Replace Result Remarks Truncate V1 if the file Samplev1 aVI empty Sample ends with V1 Replace V1 with A if the file name ends with SampleV1 AVI A SampleA Vi Truncate Hello_ if the file name starts with Hello_World Hello_ empty World Hello _ Truncate _World if file Hello_World _World empty Hello name ends with _World Truncate V and the file name character following it immediately succeeding character if the file names contains V and followed SampleV1 v empty Sample
243. h In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Choice field column in SharePoint Windows Live Mail Windows Live Mail as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its Live Mail Windows Photo Gallery Multi Value Example Final Result In case multi value contain Windows Live Spaces Windows Live Spaces as part of its value you Mesh Windows Mesh Windows Azure can separate the values Azure Windows HPC Windows HPC using In case multi value contain Windows Windows Live Mail Windows Photo Gallery 180 value to be assigned to the Choice field column in SharePoint Sample format of a CSV TEXT metadata file Note Refer Point 2 for the separator to be used in the metadata file Path Modified Date Author Name Designation Department C My Documents Sample Brochure doc 11 06 2006 John Doe
244. h source and target SharePoint of a site list folder location from which you wish to migrate folders files and list items perform the steps given below 1 The SharePoint location page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob s 1 O O O O Credentials Items To Migrate Site List Elements Mapping Template Finish g gt Source Location g gt Destination Location Site URL Site URL Authentication Authentication Windows v Windows v User Name gt User Name vsslab farmadmin_sp10 1 v vsslab farmadmin_sp16 1 v johndoe contoso com contoso johndoe johndoe johndoe contoso com contoso johndoe johndoe Password Password eveccccccccocooces Sceccccccococcoce gt x 2 Specify a valid SharePoint site URL both source and target SharePoint in the respective URL textbox You can specify a SharePoint site list or folder location in the URL textbox Dockit will load the tree view of the location from the level specified in this textbox 234 Dockit Migrator Evaluation Version a My Jobs gt gt New Job Pn Items To Migrate Site List Elements Mapping Template Finish g gt Source Location g gt Destination Location Site URL Site URL https sun vsslab local ten http mars vsslab local Authentication Authentication Windows v Windows w User Name a User Name vsslab farmadmin_sp10 1 E vsslab farmadmin_sp16 1 E johndoe contoso c
245. hare Column Mapping 7 20 2018 5 56 37 PM 322 C 11 Click to load the application default settings N MyJobs gt gt New Job k Dockit Migrator Evaluation Version e Batch File Column Mapping Migration Settings Map metadata properties to the desired SharePoint columns w Mm RM HH xX Name Created Date Modified Date Title Destination Path Source Path 9 Metadata File Column File Property 12 Click Next to proceed Name Created Date Modified Date Title Target Path Source a C sn Migration Settings L Soe Colm ee VY Filter Conditions E Item Version Status pe 323 Finish Filter Conditions Dockit can migrate or upload folders and files to SharePoint after they meet certain criteria Dockit will import folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties include Office document properties and file information created date modified date and file extension Use the steps outlined in this section to define an import condition based on folder level and or file level property filters 1 The Filter Conditions page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt New Job a Batch File Migration Settings Finish aun ees x Filter Conditions H Migration Set
246. hat are added in the previous migration If the item processed and migrated in the previous migration the Re do will delete the migrated item and migrate a fresh Click Re do button from Home menu of Dockit main screen Dockit Migrator Evaluation Version th MyJobs N Job History fey New Edit Z Run Now li gt Re do A Incremental xX Delete fH Copy A Reschedule Validate g View Job Instance Re do job Alt O SharePoint On Premise Jobs 2 Group by Search Q x ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated 4 ihc 4 EJ fa Explorer Test eee 1 11 2018 11 40 15 AM 1 12 2018 1 01 40 PM 1 12 2018 1 01 40 PM 0 Files 0 Folders 0 KB DE 36 Incremental Migration On Premise The Incremental task will help you to migrate the incremental content 1 Click Incremental Migration button from Home menu of Dockit main screen Dockit Migrator Evaluation Version My Jobs Job History fey New 2 Edit Run Now li gt Re do A Incremental xX Delete a Copy ti Reschedule Validate g View Job Instance Incremental Job Alt g SharePoint On Premise Jobs 2 Group by Search Q k ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated 4 11 s hy ove 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM inzzmszosnpm ores oFokies ox 4 EI Explorer Test e 1 11 2018 11 40 15 AM 1 12 2
247. he steps given below 1 Specify a valid SharePoint site URL in source and specify valid OneDrive URL in target URL textbox 2 Specify the Authentication type and user credentials to connect to the SharePoint URL using the options given below 3 Specify the Authentication Type a Windows b Forms c Cloud Identity d Federated Identity 4 Specify the user credentials 431 5 Specify the user context stored in the user profile OR Enter the user name in any ONE of the following formats DOMAIN NAME USER NAME UserName DomainName UserName and its corresponding password Dockit Migrator will initiate Windows authentication or Forms authentication depending on configuration in the SharePoint site 6 Click Connect button to proceed 7 Drag and Drop files from source SharePoint Left Pane to target OneDrive site Right Pane or Select content and Right click file share select Add to OneDrive Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish t EBy Megan Bowen gt Q T SY Megan Bowen Documents gt Name Description Items Name Items ER Documents 42 items E Attachments 05 Form Templates This library contains a O items E Contoso Electronics E8 Style Library Use the style library t 5 items B Private Info Annual Financial Repor _ Audit of Small Business BrokenPipe jpg Business Card pdf _J Contoso Patent Temple gt J Contoso Purchasing Da _J Contoso P
248. he contents For instance please see the batch descriptor file snippet given below Path Destination Path New Folder M My Document Sample http sharepoint technical folder2 folder3 File xlsx documents folder1 Dockit Migrator automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folder1 The Sample File xlsx will be imported into the new destination location http sharepoint technical documents folder1 folder2 folder3 336 Follow the steps given below to specify the documents to migrate to the target SharePoint Online location in the batch file 1 Drag n drop batch file in Batch tab from explorer It will be shown below Dockit Migrator Evaluation Version o A My Jobs Job History FS Explor Select Files Migration Settings Finish Explorer Batch File Items to Migrate 59 items 337 Batch file content will be shown as below Dockit Migrator Evaluation Version o 7 wios Job History FS Explor O O Select Files Migration Settings Finish Batch FS 0365 xlsx E Sheet1 v 3 items Path Destination Path D rd60 libone1 Sample Brochure doc https contoso sharepoint com sites BulkSite Documents D rd60 libone1 Sample Sales Template xls _https contoso sharepoint com sites BulkSite Documents D rd60 libone1 Sample Product Demo ppt _https contoso sharepoint com sites BulkSite D
249. hen user is logged on Run with highest privileges To set this flag you have to launch the application by using Run as administrator by Performance Tuner right clicking the application in Start menu 2 Dockit Migrator will create a schedule task in the Windows Scheduled Tasks with the given settings Note The option Run with highest privileges will be available only if you launch the application using Run as administrator command 446 Performance Tuner To set percentage of Network bandwidth that Dockit Migrator can use during migration and number of files that can be uploaded concurrently to improve performance Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish tt sas Migration Settings Migration Settings Performance Tuner oe Domain Mapping Bandwidth Usage 100 i User Group Mapping Concurrent File Upload 4 Job Scheduler lt gt ka 447 Job Summary Job summary page display all configured settings and Items to migrate items Job summary page will be appear as shown as below Dockit Migrator Evaluation Version Jobs Job History New SP a Select Files Migration Settings Finish tt Summary Name New SP 0365 Job Description Source URL https mars vsslab local Target URL https m365x938794 my sharepoint com personal meganb m365x938794 onmicrosoft com amp https mars vsslab l
250. hing term value for the corresponding managed metadata column Location co ordinates or name can be given to this field The co ordinates value must have latitude and longitude values separated by The latitude value must be between 90 and 90 and longitude value must be between 180 and 180 Text or Numeric value can be given to this field Do not use multiple values for this column type The http absolute URL of any list item including file within the site collection can be given to this field The values can Continent North America Country United States States Washington Co ntinent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska 30 60 New York United States Complete qa http sharepoint Document s Sample 1 doc http sharepoint Documents Sample 2 xlsx 179 be of single or multiple Multiple values should be separated by http sharepoint Lists Custo m List 1_ 000 The following tables below describe the syntax to be used in the external metadata file for single values multi values for the following data types in SharePoint Example Final Result e Choice e Lookup e Person or Group Single Value In case single value contains as part of its value you can separate the values using Windows Live Spaces Mesh Windows Live Spaces Mes
251. hn Doe VOYAGER User1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My Sample File doc http sharepoint Pictures ch art bmp All site users Admins Viewers Administrators 531 Multiple value Applicable only for a MOSS Microsoft SharePoint Server 2010 and above library Publishing Schedule Start Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Schedule End Date Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Image Applicable only for Collaboratio n Portal Publishing Portal Site Publishing Hyperlink Applicable only for Collaboratio n Portal Group name can be given to this field Global Audience and Security Distribution Group should be crawled and stored in User Profile Store of SSP Services The values can be of single or multiple Multiple values should be separated with 11 r Dockit will search for the value in the respective group list and assign the ID of the matching group name to the Target Audiences column of the imported file only if the group name exists Moreover in order to assign the values that belong either to Global Audience or Security Distribution Group require Dockit Server Agent to be installed in the destination SharePoint server MOSS Microsoft SharePoint Server 2010 and above Date or Date amp Time can be given in this field D
252. ied term path Continent North America Country United States States automatically If the term set does not have the provision to create new terms values the specified managed metadata column value Alaska will not be added in the specified term path The full term path is required only if the selected term set for managed metadata column contains any duplicate values As a best practice we recommend you to provide the full term path to update the desired term value 346 Please note that the new term value creation depends upon the Allow Fill in settings option available in the library settings Note The term path should be separated by and multiple term values should be separated by The following section describes the data types supported by SharePoint and an example of how to state the value in the metadata file for import SharePoint Data Type Yes No Text Multi line Text Date and Time Number Currency Choice Single value Choice Multiple values Remarks If any other value appears in the metadata file other than Yes No default value will be assigned The text length should not exceed 255 characters The text length should not exceed 255 characters preferred Date or Date amp Time can be given in this field Dockit Migrator provides an user option to specify the date mask to use for the date fields in metadata file The fixed or floating number can be given to
253. ield The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists The http URL of any resource or picture can be given to this field Global Audience name Security Distribution Group name and SharePoint Group name can be given to this field Global Audience and Security Distribution Group should be crawled and stored in User Profile Store of SSP Services The values can be of single or multiple Multiple values should be separated with 11 r Dockit will search for the value in the respective group list and assign the ID of the matching group name to the Target Audiences column of the imported file only if the group name exists Moreover in order to assign the values that belong either to Global Audience or Security Distribution Group require Dockit Server Agent to be installed in the destination SharePoint server MOSS Microsoft SharePoint Server 2010 and above Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard VOYAGER User
254. ields headers in the metadata file should be named as Path as Path is reserved header to lookup the path of the document whose metadata to be updated The delimiter character used to separate the headers in the external metadata file should be same as Format string value available in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The commonly used separator is comma The following table shows the equivalent Format string for List Separator in the registry key List Separator Equivalent Format String comma CSVDelimited semi colon Delimited asterisk Delimited Be consistent with the drive letters and UNC path when adding folders and file into SharePoint library using Dockit user interface and the path field values in the metadata file If you use local mapped drives to import files ensure the Path field has the corresponding local mapped drive path e g M MyDocs File1 xlsx If you use shares to import file ensure the Path field has the corresponding UNC path e g Machine_Name Share_Name Sample File1 xlsx You can also use wildcard notations in order to assign the same or different metadata for the folders sub folders amp files Please see the wildcard usage below Wildcard characters Example Description k D My Documents folder1 Assigns same metadata as the parent folder folder1 for all files and sub folders D My D
255. iens E8 D365 2 items DemoLib 12 items gt EB Documents 3 items E8 don 2items EB Meyer 3 items OB Meyer Lib 3 items ER MeyerTest 3 items ER new 2 items ER newlast 2 items Batch File Items to Migrate Gitems 1 item selected Size 2 000 KB 20 items 334 8 Click Items to Migrate on Right pane to check the list of files selected for migration also you can remove files by clicking the Red X 9 Specify Migration Settings 10 Click Save button to create the job or click lt button to navigate to previous page to change any job settings 11 After saving the job it will be listed on the Job Manager page You can click on to initiate the migration process 335 Batch File Structure The following section gives you the guidelines to create a batch file for migrate folders files and metadata to target Libraries The first row of the batch file should contain the following field names as headers The reserved headers used by Dockit Migrator in batch file are as follows 1 Path The Path column should contain the path of the source document folder 2 Destination Path The Destination Path column should contain the target location where the source gets moved 3 New Folder The column New Folder is an optional column in the batch descriptor file Using this column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to importing t
256. ies site quota limit and shows the storage space required in target site if site quota exceeds Folder file name Checks folder file name contains valid characters URL length Checks folder file URL length Column Checks availability of columns in target SharePoint Metadata Checks metadata value availability in target SharePoint if applicable Mandatory Column Checks the mandatory column values are valid Function Verifies the functions if any Permission level Checks the existence of permission levels and users in target SharePoint 5 Click Cancel button to cancel pre migration validation task 50 Manage Categories Use this tool to Add Delete categories or change the Color of the categories The Categories will help you group the related tasks and file them together 1 In order to edit Dockit categories select Manage Categories from Home menu of Dockit main screen gt Migration Options mi Usage Statistics Help Bon Dockit Migrator Evaluation Version Template Manager Create a reusable templates for migration job Server Agent Test Tool You can check the existence of Dockit Server Agent in the target SharePoint server using this tool by specifying a SharePoint site URL and a credential to connect Metadata Extractor Dockit Metadata Extractor tool allows you to capture metadata for all files summary and custom properties in the given source folder
257. igration Settings Finish 355 Migration Settings Schedule Migration iit Renaming Rules Run As Start Time Select a date ts 0331PM EF Recur every 0 day s Security Options Metadata Settings Column Mapping Run only when user is logged on C Run with highest privileges To set this flag you have to launch the application by using Run as administrator by n ight cli he appli Domain Mapping right clicking the application in Start menu User Group Mapping gt Permission Mapping Filter Condition Job Scheduler Performance Tuner x Ime AN aireaaa 2 Dockit Migrator will create a schedule task in the Windows Scheduled Tasks with the given settings Note The option Run with highest privileges will be available only if you launch the application using Run as administrator command 366 Pre Migration Validation Pre migration Validation tool helps you validate the exact steps performed by Dockit Migrator during the migration process This tool does not migrate any files to the destination location Most common errors can be identified by using this tool You may run the Pre migration Validation tool when there are any changes to migrate job settings or any SharePoint settings to ensure correctness 1 The Pre migration Validation step in the Dockit Migrator validation page appears as shown below Dockit Migrator Evaluation Version My Jobs Job History FS Expo
258. ile only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Do not use multiple values unless the equivalent column defined in SharePoint can accept multiple values Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists The http URL of any resource or picture can be given to this field Global Audience name Security Distribution Group name and SharePoint Stock Details Accounts Product Details VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com Jo
259. ile Structure Column Mapping Domain Mappings User Mapping Permission Mappings Filter Conditions Performance Tuner Job Scheduler Pre Migration Validation File Share to One Drive OneDrive Users Batch File structure Items to Migrate Migration Settings e File Settings Renaming Rules Domain Mappings User Mapping Permission Mappings Filter Conditions Performance Tuner Job Scheduler Pre Migration Validation 331 File Share to Office 365 To create a new migration job to import folders and files along with metadata from File System to SharePoint Library 1 Click New option on My Jobs tab on Share Point Online migration page Dockit Migrator Evaluation Version A My Jobs Job History New Job New Edit Dg Run A Incremental x lt Delete Validate aA View Job Instance ue SharePoint Online Jobs 2 Group by Search aj an ma Job Name Description Created Date Modified Date Last Run At FS Explorer 1 Test e 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM 1 12 2018 5 36 14 PM o FS Expo Test ove 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM 1 19 2018 6 43 12 PM X 2 items p 332 The New Job page appears as shown below Dockit Migrator Evaluation Version My Jobs Job History list Migration New Job gt File share to Office 365 gt list Migration A Office 365 list Migration Target URL IO Authentication Cloud Identity v User name Pas
260. iles Migration Settings Finish zas Migration Settings Schedule Migration E Renaming Rules Run As Schedule Daily V Start Time Select a date 1s 03 31PM EF Metadata Settings Recur every 0 fal day s Security Options Column Mapping Run only when user is logged on Run with highest privileges To set this flag you have to launch the application by using Run as administrator by Rane agains right clicking the application in Start menu User Group Mapping gt Permission Mapping Filter Condition Job Scheduler Performance Tuner x eC AN oe RER EEEF 2 Dockit Migrator will create a schedule task in the Windows Scheduled Tasks with the given settings Note The option Run with highest privileges will be available only if you launch the application using Run as administrator command 427 Job Summary Job summary page display all configured settings and Items to migrate items Job summary page will be appear as shown as below Dockit Migrator Evaluation Version 7 MyJobs Job History New SP 8 gt Select Files Migration Settings Finish Summary Name New SP 0365 Job Description Source URL https mars vsslab local Target URL https m365x938794 my sharepoint com personal meganb m365x938794 onmicrosoft com amp https mars vsslab local Dockit365Testsite 4 lt amp https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_c
261. ill help you to plan your migration in such a way to complete efficiently Job Categories Create categories with different colors to assign them to migration jobs To edit a category select the category name and use the commands to the right 108 File Share Migration Planner Plan your migration from file share to SharePoint On premises or SharePoint online 1 The File share Migration Planner page will appear as shown in the screen below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Migration Planner Select the source file system folder s iil Usage Statistics L CA b Network 109 2 Select the folder s for which you would like to get inventory Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Migration Planner Select the source file system folder s mi Usage Statistics p CA a DA SRECYCLE BIN Common Share Config Msi Feature Microsoft New folder Patch DII b b D b t b t b Patch Release b Projects2010 b Projects2012 b b b b b b b b l b Reference Release Details Resources Sample Files Share Support System Volume Information Test FS v8 7 Japanese Working Copy b XPlica b Network Check for Error
262. ilter Conditions Job Scheduler Performance Tuner 2e User Group Mapping Permission Mapping X Performance Tuner sh Column Mapping y Filter Condition Finish 341 File Settings To specify the action to be taken by Dockit Migrator when a file with the same name already exists in the destination location 1 The File Settings step appears as shown below Dockit Migrator Evaluation Version th My Jobs Job History doc Migration 2 Select Files Migration Settings Finish EH Migration Settings 5 r Migration Settings File Settings 5 File Settings Skip D Replace Renaming Rules D Create new file in the name Prepend lt File Name gt Append denotes incremental index X i Metadata Settings Column Mapping lt Domain Mapping gt User Group Mapping Permission Mapping Filter Condition Ea Job Scheduler edvecoua r amp 2 Select any one of the following options given below a Skip Skips the file without overwriting b Replace Deletes the file from the destination location along with its version history and imports the source file Create new file Creates a new file by appending and prepending the user defined characters with the source file name and imports the newly created file Note is the reserved character and denotes incremental index For example if a document named Sample docx already exists in the target location Dockit Migrator will create a new file
263. ilter Conditions 3 Name asa Name a R File Version Status t Created Date sse Created Date Xt Modified Date sse Modified Date Xt Title see Title bed Destination Path eese Target Path i gt I Source Path see Source L eee G5 Metadata File Column File Property 12 Click Next to proceed 273 Filter Conditions Dockit can migrate webs lists folders files and list items from source SharePoint to destination SharePoint based on certain migration filters 1 The Migration filters page will appear as shown below Dockit Migrator Evaluation Version y My Jobs gt gt New Job x Batch Descriptor Site List Elements Migration Settings Finish T 7 Filter Conditions ann a Mapping Templates Specify import condition to be satisfied for folders and files to be migrated to SharePoint Metadata Options Site Level Filter 10 List Level Filter No Migrate only if the condition is satisifed Migrate only if the condition is satisifed Paty Column Mapping Web Name SharePoint x List Type SharePoint x a Domain Mapping z aia User Mapping Oan or Oand or P Permission Mapping lt Site List Template Mapping Show more columns Show more columns gt Yy Filter Conditions Folder Level Filter 10 File Level Filter io Perf T Migrate only if the condition is satisifed Migrate only if the condition is satisifed dg erformance Tuner Created Date SharePoint x Created Date SharePoint x lt lt Oan
264. in 309 The following section describes the data types supported how to state the value in the batch file for update create SharePoint Data Type Yes No Text Multi line Text Date Time and Number Currency Choice Single value Choice Multiple values Lookup Single value Lookup Multiple values Remarks If any other value appears in the metadata file other than Yes No default value will be assigned The text length should not exceed 255 characters The text length should not exceed 255 characters preferred Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The fixed or floating number can be given to this field The value should not exceed the numeric boundary The fixed or floating number can be given to this field Do not use any currency symbol with this field value The value should not exceed the currency boundary Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify th
265. in the target location 407 Migration Settings 1 Migration Settings will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration i Be Select Files Migration Settings Finish E o R als File Settings Renaming Rules Metadata Settings Column Mapping wA eS 3 Y a o E lt Domain Mapping User Group Mapping Permission Mapping Filter Condition gt Job Scheduler Performance Tuner 2 From this page you can SharePoint Elements Site and List Templates Domain Mapping User Group Mapping Permission Mapping Job Scheduler Performance Tuner Oo 0 oO OO 6 408 SharePoint Elements Specify Site elements say Master Pages Site Permissions Quick Launch Links User Alerts and Content Type and List elements say List View List Permissions Maintain same Document ID and Web Parts that you want to migrate from source SharePoint environment to target Office 365 in this step 1 The Site List elements step appears as shown below Dockit Migrator Evaluation Version o My Jobs Job History new shar Select Files Migration Settings Finish sas TEE zsa Migration Settings g gt SharePoint Elements Site Permissions User Alerts 1 Site and List Templates M Activate Site Features Top Links in Site Pages 1 Migration Settings Site List Elements K z Content Types M Quick Launch Links
266. indows Azure can separate the values Azure Windows HPC Windows HPC using In case multi value contain Windows Windows Live Mail Windows Photo Gallery Sample format of a CSV TEXT metadata file Note Refer Point 2 for the separator to be used in the metadata file Path Modified Date Author Name Designation Department C My Documents Sample Brochure doc 11 06 2006 John Doe Director Senior Management C My Sales Sample Sales Template xlsx 11 24 2006 Jane Doe VP Sales Corporate Sales C My Sales Sample Product Demo ppt 09 09 1999 David Blake Sales Manager Consumer Sales 291 Metadata Options To specify the external metadata file to use to assign document properties in SharePoint 1 The Metadata Options page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob xe Metadata File Migration Settings 7 2 gt Sample 2 Click drop down button if you want to see a sample external metadata file in Comma delimited CSV file Excel XLSX file formats to know how the columns should be arranged in an external metadata file 3 Click button to specify the external metadata file The metadata file can be any one of the following file formats Comma delimited CSV Microsoft Excel XLSX or Text file TXT 4 File selection dialog opens Drag
267. ion Version My Jobs gt gt NewJob x Credentials Select Files Migration Settings zm e eea Permission Mapping a see gration Settings Map unavailable permission in source to different permission in target ey E metadata options a Change v Modify ae Column Mapping fal Domain Mapping Read v View 2 amp 2 User Mapping lt ke Permission Mapping R Folder File Settings Y Filter Conditions ey Post Migration Action ch Renaming Rules x amp Performance Tuner Z Map dependents too 7 SharePoint migration Source Name of the source SharePoint permission level which has to be mapped e Target Name of the target SharePoint permission level which will be mapped against the given source permission 138 8 For source SharePoint permissions e You can load the list of permissions available in the given source SharePoint site by clicking Once you click be it will show Connect button You can enter credentials to connect to source SharePoint Once connected it will display the list of available permissions in the source SharePoint site as shown below Dockit Migrator Evaluation Version A MyJobs gt gt New Job Batch Descriptor Site List Elements Migration Settings F g ass AE oars Permission Mapping E ans Oo Erlelicg Manse Map unavailable permission in source to different permission in target Cc E Metadata Options ee ee ee v Administrator
268. is column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to importing the contents For instance please see the batch descriptor file snippet given below Path Destination Path New Folder M My https contoso Document Sample my sharepoin com personal johndoe_contoso_onmicrosoft_com File xlsx documents folder1 folder2 folder3 Dockit Migrator automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folderi The Sample File xlsx will be imported into the new destination location https contoso my sharepoin com personal johndoe_contoso_onmicrosoft_com documents folder1 folder2 folder3 Another batch file structure for OneDrive Multiple users as follows Path The Path column should contain the path of the source document folder OneDrive Users The OneDrive Users column should contain the target user email where the source gets moved New Folder The column New Folder is an optional column in the batch descriptor file Using this column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to importing the contents 375 For instance please see the batch descriptor file snippet given below OneDrive Users New Folder M My Document Sample File xlsx johndoe contoso onmicroso
269. ise Migration User Group Mapping E eie New ke Permission Mapping Core Fil Og Replace Illegal Characters Click Copy to copy an existing template in a different name B 60 See the following sections for more information Column Mapping Domain Mapping User Group Mappin Permission Mapping Folder and File Renaming rules 61 Column Mapping Template Dockit allows you to map metadata properties to the SharePoint column using column mapping templates Dockit column mapping template is available as one of the items under Manage Templates available under Tools Menu To create a new column mapping template Select New from the Column mapping Template Tools pane The new template will appear and enter a unique name for the template as shown below Dockit Migrator Evaluation Version a x Migration Options Tools gt gt Template Manager e ET Create reusable templates for migration tasks dl Usage Statistics File share Migration SharePoint Migration x Tools a cotmn Mapping On Premise Online Help Te r are 7 Ta femplates for SharePoint On Premise Migration a ss a de Permission Mapping z New Core Fil Og Replace Illegal Characters Column Mapping Template view Template list pane in Dockit template manager tool transformed into Column Mapping template view upon selecting a node column mapping template under the group Column
270. ist in the target location if the list already exists in the target location Merge list contents This option merge the list contents only with the following options Skip list item if already exists This option skips the list item in the target location if it already exists Replace list item if already exists This option replaces the list item in the target location if it already exists Add list item as new version if already exists Add the list item as new version in target location if the list item already exists 3 Select this option to apply this migration settings to all selected lists 4 Click OK to proceed 507 Folder Migration Options 1 Folder Migration Option dialog will appear as shown below Specify folders settings to use when migrating a folder and its contents sub folders and list items Do you want to create the selected folder in the destination list Yes No Folder Migration Options Replace folder if it already exists Merge folder content Skip list item if already exists C Replace list item if already exists C Add list item as new version if already exists C Apply this folder migration settings to all selected folders ox cance 2 Select the appropriate option to create the selected folder by selecting the option buttons Yes No 3 Select anyone of the list migration options given below to specify the contents to be migrated from source lists
271. ist view Select a destination location in the destination list view and click Arrow gt button to add selected items for migration Dockit Migrator Evaluation Version y My Jobs gt gt NewJob a gt O O Credentials Items To Migrate Site List Elements Mapping Template T By Pluto gt T By mars gt Name Description Items Name Description Items B Pluto mars E Archiver 0 web s 6 list Archiver 0 web s 4 list s amp CSite 2007 0 web s 46 li s3 Bulk50GB 0 web s 28 list s B Csite 2010 0 web s 28 li community O web s 2 list s B Site 2016 1 web s 70 li B conference O web s 10 list s Boi 0 web s 4 list amp csite 2007 O web s 8 list s B om O webs 8 list B dev O web s 14 list s E English United States O web s 4 list B pms 21 web s 481 lis lt amp English United States 0 web s 4 list gt amp Dockit11 o 1 web s 23 list s Japanese 0 web s 4 list B Dockit2 1 web s 54 list s Bm 1 webj s 30 li B Dockit365 Test site o 0 web s 4 list s amp meet O web s 5 list amp bop o O web s 8 list s Newsfeed 0 web s 4 list osu 0 web s 8 list s nmn 0 web s 5 list B Employee O web s 8 list s amp Resource 1 web s 16 li B inc_subsite O web s 17 list s B sample 2 web s 33 li B latest 6 12 O web s 14 list s B lookupsite O web s 1
272. istrator by Pe omane Tiner right clicking the application in Start menu 2 Dockit Migrator will create a schedule task in the Windows Scheduled Tasks with the given settings Note The option Run with highest privileges will be available only if you launch the application using Run as administrator command 465 Performance Tuner To set percentage of Network bandwidth that Dockit Migrator can use during migration and number of files that can be uploaded concurrently to improve performance Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish tt sas Migration Settings Migration Settings Performance Tuner oe Domain Mapping Bandwidth Usage 100 i User Group Mapping Concurrent File Upload 4 Job Scheduler lt gt ka 466 Job Summary Job summary page display all configured settings and Items to migrate items Job summary page will be appear as shown as below Dockit Migrator Evaluation Version Jobs Job History New SP Select Files Migration Settings Finish Cm i Summary Name New SP 0365 Job Description Source URL https mars vsslab local Target URL https m365x938794 my sharepoint com personal meganb m365x938794 onmicrosoft com amp https mars vsslab local Dockit365Testsite lt amp https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com site E
273. ists 1_ 000 http SharePoint technical documents Folder1 Folder2 http SharePoint technical documents Folder2 http SharePoint technical documents Folder3 Dockit automatically combines the value Sample File txt specified in the Name column with the Destination Path Folderl The combined Absolute URL becomes http SharePoint technical documents Folderi Sample File txt Dockit performs the specified operation update delete for this item Dockit provides an option to select an action column in Batch File Options step in the task setup wizard Dockit also provides an option to select the reference column in Batch File Options step in the task setup wizard If you need to perform item level or folder level actions specify the actions in any one of the metadata columns in the batch file The specified actions to be performed for the list items in SharePoint as shown in the example below Example 1 The example below updates the Designation column in a SharePoint list The column Title is a reference column and the column Action is action column in the batch file Note The reference column Title must have unique values in the SharePoint list You can also use wildcard character for processing the first few records Destination Path Title Designation Description http sharepoint technical Sample Title Manager Updates the documents Folder1 1 De
274. it Migrator domain mapping enables you to load the list of domains available with the network and it appears in both source and target items as shown below Dockit Migrator Evaluation Version 7 E wos Job History doc Migration Select Files Migration Settings Finish Migration Setti Bee Migration Settings Migration Settings Domain Mapping Load from Save as Cc B File Settings Source Target r HARVESTER rm a a Renaming Rules 7 HARVESTER r E Metadata Settings ORBIT L VOYAGER a Column Mapping VSSLAB gt Vv lt a Domain Mapping User Group Mapping Filter Condition de Permission Mapping Job Scheduler wa DC E 357 Dockit Migrator Evaluation Version f My Jobs Job History doc Migration Select Files Migration Settings Finish eas 3 z z saa Magranion Setong Migration Settings Domain Mapping Load from Save as File Settings Source Target HARVESTER v https m365x938794 sharepoint com Renaming Rules ORBIT v __ https m365x938794 sharepoint con Metadata Settings E Column Mapping lt a Domain Mapping User Group Mapping g gt Filter Condition Job Scheduler J Permission Mapping wao DCM E Select appropriate source domain s from the domain list and select the target domain to map from the list of available target domains And also have the option to enter the domain names of your own in domain mapping Docki
275. kam one Explorer Batch File Items to Migrate 28 items 8 Click Items to Migrate on Right pane to check the list of items selected for migration also you can remove files by clicking the Red X 9 Specify Migration Settings 10 Click Save button to create the job or click lt button to navigate to previous page to change any job settings 11 After saving the job it will be listed on the Job Manager page You can click on to initiate the migration process 452 Batch File The following section gives you the guidelines to create a batch file for migrate folders files and metadata to target Libraries The first row of the batch file should contain the following field names as headers The reserved headers used by Dockit Migrator in batch file are as follows Source Path The Source Path column should contain the path of the source document folder Destination Path The Destination Path column should contain the target location where the source gets moved New Folder The column New Folder is an optional column in the batch descriptor file Using this column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to importing the contents For instance please see the batch descriptor file snippet given below Source Path Destination Path New Folder http sourcesharepoint files model1 http sharepoint technical folder2 f
276. kit Migrator Evaluation Version amp My Jobs Job History New P Edit JF RunNow I Re do Incremental K Delete FF copy Reschedule validate View Job Instance Edit selected job Alt E g SharePoint On Premise Jobs 2 Group by Soren Ojak ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated 16 to federated smaple oe 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 0 Files 0 Folders 0 KB 4 Ey G amp Explorer Test eae 1 11 2018 11 40 15 AM 1 12 2018 1 01 40 PM 1 12 2018 1 01 40 PM 0 Files 0 Folders 0 KB X 3 Dockit Task Wizard will load the selected task settings and appears as seen in Create New Task wizard However some of the options may be disabled when editing a task 28 Edit Task for SharePoint Online Office 365 Migration To edit an existing task 1 Select a desired task from the Task List 2 Click Edit Task from the Home menu of Dockit main screen Dockit Migrator Evaluation Version My Jobs Job History New 2 Edit Pa Run x lt Delete Validate ag View Job Instance Edit selected job Alt E SharePoint Online Jobs 2 Group by se a Job Name Description Created Date Modified Date Last Run At 4 F2 i FS Explorer 1 Test e 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM 1 12 2018 5 36 14 PM FS Expo Test oe 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM 1 19 2018 6 43 12 PM x ue
277. kit Migrator Evaluation Version x gt Migration Options m Usage Statistics SharePoint on premises Migration Migrate content from file shares SharePoint on premises 2003 2007 2010 2013 and 2016 to SharePoint On x Tools a g gt Premise Help Bo SharePoint Online Office 365 Migration Migrate content from file shares SharePoint on premises 2007 2010 2013 and 2016 to SharePoint Online Office 365 and OneDrive 22 Click New option and select a task type under the list of available task types as shown below My Jobs Job History a fey New P Edit J RunNow iP Re do Create a new job Alt N SharePoint On Premise Jobs 2 Dockit Migrator Evaluation Version xX Delete fA Copy ti Reschedule Validate A Incremental ag View Job Instance Group by EDG Ba Search OQ an am Job Name 4 Iot 4 Ex Explorer Test B gt 16 to federated smaple eve 1 12 2018 3 04 11 PM Description Created Date Modified Date Last Run At 1 12 2018 3 04 11 PM 1 12 2018 3 04 11 PM 1 11 2018 11 40 15 AM 1 12 2018 1 01 40 PM 1 12 2018 1 01 40 PM Total Data Migrated 0 Files 0 Folders 0 KB 0 Files 0 Folders 0 KB 23 Dockit Migrator Evaluation Version My Jobs gt gt NewJob File share to SharePoint Migration Clean up Metadata Migrate folders and documents from file servers Assign update metadata to the docum
278. ks l Usage Statistics File share Migration SharePoint Migration gt Tools a Template Name aA Column Mapping E mpate Name P Hel Source Target F i User Group Mapping Aid Po m MT T it omain Mapping Ie Permission Mapping Site and List templates Se Reference Templates You have to select the appropriate source template from the source template list and target template from the list of available target templates Finally click P button to map the templates You can also specify the site list URL in the source URL Template Name textbox along with the new template name in the Target Template Name textbox You also have the option to enter the template names in the respective combo boxes and finally click T button to map Once you click T button selected templates are mapped 86 and the mapped template pair is displayed in the Site and List Template mapping pane as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager z ee Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration Template Name Sample aA Column Mapping E 7 e Source Target CO n Microsoft Word 97 2003 document v Microsoft Excel spreadsheet Domain Mapping Ie Permission Mapping Document Library v Picture Library Site and List templates Ge Reference Templates
279. l Content Lib x 4 Target httpsi mars vsslab local dockit11 Source http venus vsslab local Content Lib Target https mars vsslab local DOP Explorer Items to Migrate 2 Select anyone of the list traversal options given below to specify the contents to be migrated from source lists a Migrate all list items and folders This options migrates folders and files exactly as they are in source SharePoint list The source list structure will be retained in the destination location Migrate list items in the top level only This option migrate files available in the top level only Dockit will not traverse the subfolders within the top level folders Migrate folder structure and ignore other items All folders only This option creates the sub folder structure in the destination location and ignores all list items that are available within the added list and its sub folders Migrate list items and ignore folder structure All items only This option migrates files only and ignore its source folder structure in the source SharePoint list 499 Note Specify the appropriate options in File Settings step to handle situations where same filenames may be available for more than one file in different source folder hierarchy sub folders 3 Click OK to proceed 500 Library Traversal Options 1 Library Traversal Options dialog will appear as shown below a fey Credentials Dockit Migrator Evaluation Versi
280. l not traverse the sub sites within the selected site Migrate site structure only at the given source SharePoint site This option migrates site structure only at the given source SharePoint site Dockit will not traverse the sub sites within the selected site Migrate the given source site and its subsites structure only This option migrates site structure only at the given source SharePoint site and its sub sites Click OK to proceed 498 List Traversal Options 1 List Traversal Options dialog will appear as shown below Dockit Migrator Evaluation Version nh My Jobs gt gt NewJob a _ _ _ _ _ _ _ gt oO List Traversal Options x Credentials Items To Migrate Site List E Specify folders settings to use when enumerating the folders and its contents sub folders and list items to migrate to the destination SharePoint list Source http venusvsslab local english Traversal Options Migrate list items and retain source sub folder structure All items and folders Target _https mars vsslab local archiver O Migrate list items in the top level folder s only Top level items Source http venus vsslab local m1 O Migrate sub folder structure only and ignore all list items All folders only SRE Mev ee ype HES O Migrate list items only and ignore source sub folder structure set appropriate actior I Apply this folder migration settings to all selected folders Source http venus vsslab loca
281. lable site list templates in source to different site list template in target Microsoft Word 97 2003 document Document Library v v Microsoft Word 97 2003 document Picture Library WG ES v 146 E 12 Once you finish mapping the templates you can click to save as new template This option enables you to save the configured Site List mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version New Job Batch Descriptor Site List Elements Save as Template g Site List Template Mapping HEE P Name EH Mapping Templates Map unavailable site list templates in Status List Mapping Fa Metadata Options Source oeii ienr recs ess Microsoft Word 97 2003 document OTe Column Mapping Microsoft PowerPoint 97 2003 preset Domain Mapping Wiki Page Library 2 User Mapping Picture Library P Permission Mapping lt 8 Site List Template Mapping Y Filter Conditions bh Performance Tuner 13 Once you save a template you can load from the saved templates to use in this task 147 14 Click to load available Site List mapping templates MyJobs gt gt New Job A x 9 g HH Mapping Templates Metadata Options ae Column Mapping Domain Mapping User Mapping oe Permission Mapping Site List T ste tistTempiate Mapping Mapping Y Filter Conditions db Performance Tuner C Dockit
282. lder Name SharePoint v Starts With a Conference Information Oan or Created Date GharePoint X lt gt bi lt andD Oor Created Date SharePoint a x Show more columns Is Null Is Not Null Explorer Items to Migrate wx E 8 Complex queries can be constructed with the use of left right parenthesis and and logical operators AND and OR 9 Once you specify the respective webs lists files and folders filter condition click OK to proceed or click Cancel to discard changes 513 Folders amp File Renaming Rules SharePoint does not permit certain characters in folder and file names Dockit provides an ability to rename invalid character s to valid character s and also support any character s to be renamed using rules thereby eliminating the tedious step of renaming the source folders files You can create naming rules save them as Naming Rules and re use them in your import tasks Dockit provides two default renaming rules File Rule Folder Rule for renaming files and folders respectively These rules will replace the invalid SharePoint characters with hyphen character Dockit uses Regular Expressions technique which enables you to create generic renaming rules in order to specify the pattern for file name conventions in Folder amp File Renaming rules page The regular expressions technique is widely used in software where pattern m
283. lder must be a trusted domain user account No matching LOB record Ensure that the specified BDC BCS value is available in the LOB system instance Multiple LOB records found This message will occur if the given BDC BCS value matches with more than one LOB record in the LOB system instance Refine your BDC BCS query value in order to retrieve a single LOB record only The specified filter is not available Ensure that the specified filter name is available in the LOB System instance If the specified filter is unavailable Dockit reports this message and the BDC BCS value will not be updated in SharePoint List data validation failed Ensure that the given column value satisfies the validation condition defined in the SharePoint library validation settings Dockit reports this error message when the validation condition given in Validation Settings is not satisfied and the respective columns will not be updated in SharePoint 543 Troubleshooting for On premise task If and when a problem arises please forward the following files to support vyapin com to revert back to you with a solution Error log file e g lt Application Data Folder gt Log DockitErrorLog txt For issues while running a task the Activity Log and Error Log files will be generated in h a date and time stamp folder within the task folder name under TaskHistory folder Activity log file e g l
284. le Otherwise the specified term will not be assigned for the specific file folder If you specify the term metadata file Dockit will label in the search the lt a href sites collaboration portal PublishingImages New sArticleImage jpg gt NewsArticleImage jpg lt a gt It is lt b gt sample text lt b gt Company Name Vyapin ID 1000 Product Name Dockit Migrator If the filter name contains colon in its name use the following syntax FILTER Product Product ID QUERY Dockit FILTER ID Name QUERY 100 OAX Continent North America Country United States States Alaska Alaska 525 Managed Metadata Multiple Values Geolocation Task Outcome Related Items specified term value and assign the first matching term value for the corresponding managed metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the t
285. lements Site Permissions User Alerts 1 Activate Site Features Top Links in Site Pages Content Types 7 Quick Launch Links 21 Master Page 7i Home Page as in Source site 2I List Elements v List Views Associate Web Parts vi List Permissions Workflows 2I Vi Content Types Workflow History vi Columns J Maintain Same Naciiment ID ac in Source See ee 467 How to Guide Import Document Versions Create Document Sets Rename Documents in File System Adding new terms in Managed Metadata column in SharePoint 468 Import Document Versions Dockit has been designed to enable users to import multiple file versions of documents available in the source folders It also has the provision to rename documents and import document versions using Folder amp File Renaming Rules thereby eliminating the tedious step of renaming the source folders files prior to import Dockit also allows you to truncate replace some valid character s in folder and or file names using the Folder amp File Renaming Rules This feature helps you in avoiding certain unwanted string characters e g file suffixes that are in the source folder file names to be part of the folder file name in SharePoint library Importing document versions from version folders 1 Explorer Mode Option Follow the steps in the Explorer Mode File Share to SharePoint Migration Option task wizard The relevant section for importing file versions
286. les Migration Settings Finish Migration Settings Mi A n i Q Metadata File Column c igration Settings ig igs gt Filter Condition 2 File Property E File Settings File Folder 3 Prope Operator Value Connector A Renaming Rules pery P Folder Name f j v OR yv Metadata Settings E Metadata File O File Property Eremaleenia Date Created Date Modified Folder Name Containing Folder oes isis lt Domain Mapping gt User Group Mapping Permission Mapping Filter Condition F a amp Job Scheduler Migrate if the above condition is Satisfied Not satisfied 364 Performance Tuner To set percentage of Network bandwidth that Dockit Migrator can use during migration and number of files that can be uploaded concurrently to improve performance Dockit Migrator Evaluation Version My Jobs Job History doc Migration Select Files Migration Settings Finish ans Tae z AH Megetker Setiruys Migration Settings Performance Tuner Aa Renaming Rules Bandwidth Usage 100 Metadata Settings Concurrent File Upload m 4 a Column Mapping ay Domain Mapping lt amp User Group Mapping gt Permission Mapping Filter Condition lt amp Job Scheduler Performance Tuner x oC 365 Job Scheduler 1 The Job Schedule Settings step appears as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration Select Files M
287. lick OK button to proceed or click Cancel to discard changes 5 After creating schedule task Click Finish button to run the task 203 Batch file mode Create Task Create a task to import folders and files along with metadata from file system to SharePoint Library based on the entries in the descriptor file Dockit will process the files in the order in which they appear in the batch descriptor file 1 Click Batch file Mode from File share to SharePoint Migration option in New Job eS page as shown below My Jobs gt gt NewJob Dockit Migrator Evaluation Version xX Specify Batch File Options Specify Migration Settings File share to SharePoint Migration Migrate folders and documents from file servers network file shares local computers and personal drives along with metadata to SharePoint on premises File share Migration w EEEE Mode Import folders documents and metadata using explorer mode r 7 Batch file Mode i i Import folders documents and metadata using batch file mode SharePoint Migration w Clean up Metadata w to SharePoint Migration and lists from SharePoint server 2003 2013 and SharePoint 2016 to SharePoint Specify Task Schedule Settings Clean up Metadata Assign update metadata to the documents that already exists in SharePoint document libraries on premise Click Finish button to create the task or click Back button to change any task settin
288. lick i button to map Once you click T button selected permissions are mapped and the mapped data is displayed in the permissions mapping pane as shown below Dockit Migrator Evaluation Version E x Migration Options Tools gt gt Template Manager th aes Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration e Sampl aA ag Template Name Sample Help ser Group Mapping Source Target fil P Exi ain M i f E ES a poner Warns Full control ia Full Control v fat L J g a Replace Illegal Characters Assume Full Control is not explicitly mapped to the SharePoint permission levels in the permission mapping template but Read is mapped to Read and Write is mapped with Contribute SharePoint permission levels 73 Replace Illegal Characters SharePoint does not permit certain characters in folder and file names Dockit provides an ability to rename invalid character s to valid character s and also support any character s to be renamed using rules thereby eliminating the tedious step of renaming the source folders files You can create naming rules save them as Naming Rules and re use them in your import tasks Dockit uses Regular Expressions technique which enables you to create generic renaming rules in order to specify the pattern for file name conventions in Folder amp File Renaming rules pa
289. limited CSV Microsoft Excel XLSX or Text file TXT 4 For more information about how to create batch file click here 216 5 File selection dialog opens Drag and drop the batch file from the explorer to the window or double click on the batch file 6 The selected batch file will automatically be extracted and its contents will be loaded in the window If you select a Microsoft Excel metadata file then select the sheet name to use from the dropdown oh Dockit Migrator Evaluation Version th My Jobs gt gt New Job is j Select Files Migration Settings File Name C BATCH Sample DMS_Support_1 xlsx gt g Sheet Name No of Column s 3 No of Row s 2 Column s Path Destination Path Created By Folders for lists libraries Do you want to create the top level folders in the destination Yes No g Vi os 7 Click button to see the contents of selected batch file in the associated native application 8 If you want to replace with a different batch file click x button and select the new batch file as before 9 The top level folder is the folder specified for migration by the user Dockit will commence the migration process from this top level folder Select the appropriate option to create this top level folder by selecting the option buttons Yes No 10 Click Next to proceed 217 Migration Settings To specify Migration Settings inputs to use for the task The Migration Settings
290. ll not traverse the subfolders within the top level folders Migrate folder structure and ignore other items All folders only This option creates the sub folder structure in the destination location and ignores all files that are available within the added library and its sub folders Migrate list items and ignore folder structure All items only This option migrates files only and ignore its source folder structure in the source SharePoint library 501 Note Specify the appropriate options in File Settings step to handle situations where same filenames may be available for more than one file in different source folder hierarchy sub folders 3 Click OK to proceed 502 Folder Traversal Options 1 Folder Migration Option dialog will appear as shown below Specify folders settings to use when migrating a folder and its contents sub folders and list items Folder Traversal Migrate list items and retain source sub folder structure All items and folders Migrate list items in the topevel folder s only Top level items Migrate sub folder structure only and ignore all list items All folders only gt Migrate list items only and ignore source sub folder structure set appropriate action for duplicate file names All items only _ Apply this traversal settings to all selected folders cance 2 Select the appropriate option to create the selected folder by selecting the option buttons Yes
291. location Metadata Collator Export metadata for library list items to a file Enter a list or folder location URLalong with the user credentials to proceed Job Categories To create color categories which is assigned to the migration job To edit a category select the category name and use the commands to the right 51 2 The Task Categories dialog will be shown as below Task Categories x Delete Color In order to add a category click New button and provide the information about category in the New Category dialog as shown below Click OK The newly added Category will be shown in the Task Categories as below Task Categories Categories New E Conference Information 52 5 In order to change the color of the existing category select the Category and Select the desired color in the Color Drop Down List for the selected category as shown below Task Categories Categories E Conference Information More Colors Click OK to enable the feature Henceforth the categories in the Task Categories can be used to categorize the newly created tasks or to re categorize old tasks 53 Cleanup history Dockit maintains the task history of each task run in the application task history folder e g lt Application Data Folder gt TaskHistory lt taskname gt lt timestamp gt Over a period of time the task history folder grows in size We recommend cl
292. lso assign metadata values by using Column Mapping Template for repeated use 3 To create new column mapping select Column Mapping option A default page will appear as shown below Dockit Migrator Evaluation Version y My Jobs gt gt NewJob a e Batch File Migration Settings HH Migration Settings oni Mapping JS Cc ap metadata properties to the desired SharePoint columns a Perec VY Filter Conditions Xf Name Name R Item Version Status X Date Created s o Created X amp Date Modified see Modified lt ff Metadata File Column File Property 4 Source Column You can specify source column values from File properties Metadata File and also from Other File Properties by entering the property name 5 Target Column You can specify the target SharePoint Column which needs to map and assign values 6 Default value You can specify the alternate value here that takes effect in case the original source value could not be assigned to the target SharePoint column during migration 320 7 You can select a column to map by clicking on to get a list of file and metadata properties e File Properties gives a list of available file system columns e Metadata Properties gives a list of columns available in metadata file 8 Once you finish mapping the columns you can click to save as new template This option enables you to save the configured column mapping as templates for reuse in o
293. lt a Created Created by Folder Content Type 5 In the dialog specify the folder content type as any Document Set derived content type to create a document set using one of the options given below a Specify the content type Specify any Document Set derived content type to create a document set and assign this specific content type to it If the content type specified in the textbox does not exist Dockit will create the folder and will assign the default content type of the library for the newly created folders b Assign from metadata file The content type value can also be assigned from the external metadata file by including the content type column name in the metadata file This option allows each document set to have its own Document Set associated content type so long as the stated content type already exists in the SharePoint library If the content type specified in the metadata file does not 476 exist Dockit will create the folders and will assigned the default content type of the library for folders c Use Function the calculated value can be assigned as a folder content type to create a document set If the resultant content type does not exist Dockit will create the folder and will assign the default content type of the library for the newly created folders 6 Click Next and proceed the subsequent steps 477 Function Builder Dockit provides an ability to assign a calculated value for a ShareP
294. ly in C Users Public Documents Dockit1 1x MetadataExtractor SPLibrary XLSX lt Do you want to open the Metadata File 102 Metadata Collator The Dockit Metadata Collator tool helps you generate the list items URL for a given SharePoint List along with the associated metadata SharePoint column values and exports the metadata file to a CSV file format 1 Select Metadata Collator from Tools menu of Dockit main screen gt Migration Options m Usage Statistics Dockit Migrator Evaluation Version Template Manager Create a reusable templates for migration job Server Agent Test Tool You can check the existence of Dockit Server Agent in the target SharePoint server using this tool by specifying a SharePoint site URL and a credential to connect Metadata Extractor Dockit Metadata Extractor tool allows you to capture metadata for all files summary and custom properties in the given source folder location Metadata Collator Export metadata for library list items to a file Enter a list or folder location URL along with the user credentials to proceed Job Categories To create color categories which is assigned to the migration job To edit a category select the category name and use the commands to the right 103 2 The Metadata Collator page appears as shown below 3 5 Dockit Migrator Evaluation Version a x gt Migration Options
295. m365x3542 136 my sharepoint com zone menb_m365x54434_onmicrosoft_com https m365x3545676 my sharepoint com complete menb_m365x545556544_onmicrosoft_com Explorer Batch File Items to Migrate 21 items Batch file content will be added to Items to Migrate tab 435 Items to migrate 2 From source Sharepoint explorer you can either drag and drop Lists Libraries to the target SharePoint explorer or simply select content from explorer Right Click and Select Add to SharePoint to add content to Items to migrate The Items to migrate appears as shown below Dockit Migrator Evaluation Version 7 E vos Job History adve Select Files Migration Settings Finish A Source https m365x354346 my sharepoint com personal menb_m365x54560_onmicrosoft_com x Target https m365x54503 1 my sharepoint com carl meguynb_m365x54766_onmicrosoft_com Source https m365x56899 my sharepoint com newone rekho_m365x5334431_onmicrosoft_com Target https m365x113331 my sharepoint com visit meganb_m365x554541_onmicrosoft_com Source _https m365x3542136 my sharepoint com zone menb_m365x54434_onmicrosoft_com Target https m365x3545676 my sharepoint com complete menb_m365x545556544_onmicrosoft_com W e gt 3 items Explorer Batch File Items to Migrate 3 The selected Lists and Libraries are added for import will be displayed in the Items to Migrate page The import process order can be changed by the navigation buttons availa
296. map the permission in template manager as shown below Dockit Migrator Evaluation Version a x gt Migration Options Tools gt gt Template Manager ah Say ies Create reusable templates for migration tasks il Usage Statistics Help Bcc File share Migration SharePoint Migration Template Name Sample Source Target Og Replace Illegal Characters Permission Mapping Template consists of following panes to configure permissions mapping 1 Source permissions list load options pane 2 Target permissions list load options pane 3 Mapped Permissions Pane Dockit Permission mapping template enables you to load the list of source permissions from network location either by clicking the appropriate button in the source load options pane or load source permissions menu as shown below 70 Once you select the option and provide the appropriate inputs the list of source permissions displayed on the source permissions list pane as shown below Dockit Migrator Evaluation Version oh ps gt Migration Options Tools gt gt Template Manager pe an Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration Template Name Sampl J couma mapping Template Name Semple U Help o User Group Mapping Source P Target Ps E Doren morri Modify v
297. may use this order sequence feature appropriately when you have to import different file versions with the same name in the specified sequence This feature is extremely powerful when you have different file versions organized in version folder names You can add the folders versioni version2 version3 etc to the destination location in this intended order or use the navigation buttons to the right of the grid to order them Dockit will automatically process the added folders files in the order in which it appears in the grid Specify the appropriate settings in the File Settings wizard step to handle file versions correctly 186 Finish 5 8 If you need to import different versions of files that are suffixed with its version number as D Document Store Sample_vi txt D Document Store Sample_v2 txt D Document Store Sample_v3 txt etc click Import Document Versions for step by step guide to import them as a single file with versions Click Next button to proceed or click Cancel to discard the changes Items to Migrate step contains the folders and files added for import as shown below Dockit Migrator Evaluation Version x y My Jobs gt gt New Job AD O Credentials Select Files Migration Settings Finish Source A C Bulk Files ActivityLog csv Target B http venus vsslab local Document Library Source L C Bulk Files Bulkfolders 1000 t Setti Target amp http venus vsslab local Document Library come
298. me Position Department http sharepoint vyapin com Documents Sample Brochure doc http sharepoint libone1 11 06 2006 John Doe Director Senior Management http sharepoint vyapin com Documents Sales Sample Sales Template xls http sharepoint libone2 11 24 2006 Jane Doe VP Sales Corporate Sales http sharepoint vyapin com Documents Sample Product Demo ppt http sharepoint libone3 folder 09 09 1999 David Blake Sales Manager Consumer Sales http sharepoint vyapin com Lists Contacts 1_ 000 http sharepoint Exmployee Details 10 21 2003 Schew VP Accounts Accounts http sharepoint vyapin com Lists Tasks 10_ 000 http sharepoint Lists Tasks Folder 09 12 2009 Crouch Sales Executive Consumer Sales 520 File Structure for Metadata Update The following section gives you the guidelines to create an external metadata file for Import folders files and metadata to SharePoint Libraries Explorer Mode and Import folders files and metadata to SharePoint Libraries Batch File Mode task type The first row of the metadata file is reserved for the headers and should contain the field names as headers In an import task data type of the columns must be the same across all libraries SharePoint columns that are read only will not be updated by Dockit The one of the f
299. metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open
300. ming rules File Name Find Replace Result Remarks Truncate V1 if the file Samplev1 AVI empty Sample ends with V1 Replace V1 with A if the file name ends with SampleV1 AVI A SampleA Vi Truncate Hello_ if the file name starts with Hello_World Hello_ empty World Hello _ Truncate _World if file Hello_World World empty Hello name ends with _World Truncate V and the file name character following it immediately SampleV1 v empty Sample succeeding character 383 Sample SampleV12 SampleFileVersion Sample Matrix Sample File Hello World Sample Sample File Sample Document Hello lt World Hello gt World Document Word File 2p V File y gt empty empty empty Dot Text empty Dollar empty Plus empty empty Word Document Sample Sale Sample SampleVersion SampleDotMatrix SampleTextFile HelloWorld SampleDollar SampleFile SamplePlusDocument HelloWorld HelloWorld WordDocument WordDocument SampleFile if the file names contains V and followed by any one character Truncate one character preceding the letter p in the file name Truncate two characters following the character letter V in the file name Truncate the word File in any position in the file name Example of escape sequence for Example of escape sequence for
301. mp csite 2010 O web s 28 list s J Patch Release 7 1 2017 10 40 AM folder amp csite 2016 1 web s 70 list s IL Perflogs 8 22 2013 8 52 PM folder Hor O web s 4 lists J Product Backup 4 27 2017 5 50 PM folder B om Oweb s 8 list s JL Program Files 1 27 2018 5 41 PM folder E English United st Oweb s 4 list s J Program Files 5 19 2018 11 06 AM folder E English United st Oweb s 4 list s J ProgramData 11 1 2017 7 08 PM folder E Japanese Oweb s 4 lists gt JL Setup 2 2 2018 12 38 PM folder Bu ED 30 lists J Share 4 10 2018 7 33 PM folder amp meet Oweb s 5 Rett J Softwares 12 13 2017 11 21 AM folder i Newsies OWED a aH J SPListx v7 16 1 6 3 2017 2 23 PM folder Dim OBEE SES IL users 4 13 2018 3 40 PM folder Biksoue Tele 10 ENE VM Store 9 18 2017 2 02 PM folder D hoje EARN J VS2015_ENT_Et 11 1 2017 5 51 PM folder pss ISDE AR J windows 5 9 2018 2 54 PM folder Bap aie aces a x A n 2 wahie QA lictie Explorer Items to 184 2 Select Files page contains two list views One is source list view and the other one is target list view The ribbons are available for both source and target on the top of their respective list views Dockit Migrator Evaluation Version A E e gt gt NewJob g gt O O O Credentials Select Files Migration Settings Finish TY C gt BulkFiles gt x T BY Pluto gt Name Date Modified Type Size Name Description Items 6 J 1000 files each 12 28
302. mport task perform the steps given below 1 The Task Schedule Settings Finish page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a j Select Files Migration Settings Finish Task Name Category Blank Es Description lt ed Save amp Close Save amp Start 2 Enter a unique task name in Task Name textbox 3 To create a Windows scheduled task click Schedule Your Task button Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 303 Dockit Migrator Evaluation Version x My Jobs gt gt New Job Select Files Source Task Name Authentication Windows v Gegor Blank VSSLAB michae sae UserName VSSLAB michael Description Password eeecccccccsccsece Se Ges O Prompt me for user credentials when the task runs Run Now Would you like to schedule your task ys Schedule Settings runs VSLAB michal Schedule Daily v StartTime 04 42PM Eq Schedule Task Daily lt Every 10 Day s Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords Credential Manager applet for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Hence you will not be allowed to change the scheduled Run As user context for the export task 4 Click OK
303. ms applet Windows Installer program will remove only the application files from your machine But the application related files created by Dockit remain in the computer In order to remove Dockit worker files completely the uninstall wizard provides a set of cleanup options to perform the cleanup operation based your selection Use this wizard to clean up the files profiles that are created by Dockit Migrator application selectively and uninstall Dockit completely from the machine Note You need to uninstall Dockit Server Agent You need to uninstall Dockit Server Agent component separately from your SharePoint Server 2019 2016 2013 2010 2007 using Control Panel 1 Launch the uninstall wizard by clicking Start gt Programs gt Dockit Migrator gt Dockit Uninstall Wizard The Dockit Uninstall Wizard dialog will be shown as below Welcome to Dockit Migrator Uninstall Wizard This wizard helps you to deanup and uninstall Dockit Migrator completely This wizard will guide you through the steps to deanup the files that are created by Dockit Migrator v12 0 0 0 Using this wizard you can Cleanup import tasks and task history Cleanup scheduled tasks that are associated with migration tasks Cleanup log files Uninstall Dockit Migrator application Note Use Add Remove Programs to uninstall Dockit Server Agents from your SharePoint server Click Next to proceed 2 Select required cleanup options as
304. n matching is crucial Also this technique defines some of the operators amp j lt gt _ as reserved and have their own meaning in the pattern syntax If any of these operators are placed in your file name and you wish to replace with some other string you need to use backslash as an escape sequence character in Dockit Migrator Renaming Rules which will Suppress its role and treat them as normal characters like A 1 Otherwise there is a chance to misinterpret your rule and hence the resultant file name may not be as expected The renaming rules page will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration ba gt Select Files Migration Settings Finish Bae Mication Settings Migration Settings Renaming Rules File Settings File Folder a Find Replace Find Replace Renaming Rules Metadata Settings Files Files_ Column Mapping Domain Mapping User Group Mapping Permission Mapping Filter Condition Truncate file name max length including file extension Truncate folder name max length Job Scheduler 256 250 me 9 T i lt i amp z de Y o 1 Folder Renaming Rule You can add or remove rules for folder renaming rule This helps to rename invalid characters in SharePoint to a valid folder name 415 Truncate folder names Truncate long folders names by specifying the folder name len
305. n be given to this field Relative URL also can be given to this field The http URL of any resource can be given to this field Relative URL also can be given to this field SPUsers Designers Contributors 12 30 2010 10 50 AM 1 25 2009 12 30 2009 10 50 AM 1 25 2010 http sharepoint Pictures ch art bmp Pictures chart bmp lt img src sites collaboration portal PublishingImages New sArticleImage jpg gt http sharepoint Documents Sample File doc Documents Sample File doc 211 Publishing Portal Site Publishing HTML Applicable only for Collaboratio n Portal Publishing Portal Site Business Data BDC External Data BCS Applicable only for SharePoint Enterprise Edition Managed Metadata Single Value HTML content can be given in this field You can use HTML tags in order to create rich content in the field Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated
306. n below to specify the contents to be migrated from source lists a Replace list if it already exists This option replaces the list in the target location if the list already exists in the target location b Merge list contents This option merge the list contents only with the following options c Skip list item if already exists This option skips the list item in the target location if it already exists d Replace list item if already exists This option replaces the list item in the target location if it already exists e Add list item as new version if already exists Add the list item as new version in target location if the list item already exists 3 Select this option to apply this migration settings to all selected lists 4 Click OK to proceed 506 Library Migration Options 1 Library Migration Options dialog will appear as shown below Specify List settings to use when migrating a List and its contents List Migration Options Replace List if it already exists Merge List content Skip list item if already exists C Replace list item if already exists Add list item as new version if already exists C Apply this list migration settings to all selected Lists Co cre 2 Select anyone of the list migration options given below to specify the contents to be migrated from source lists a b Replace list if it already exists This option replaces the l
307. n of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned by SharePoint and an example of Example Yes No This is sample text This is sample text nThis is sample for multi line text 12 30 2009 10 50 AM 1 25 2010 10 3 41 100 10000 1500 67 Male a5 Windows 7 Windows Vista Windows 2003 Windows XP Windows 7 209 Lookup Multiple values People or Group Single Value People or Group Multiple value Hyperlink or Picture Target Audiences Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to den
308. n validation test results 368 File Share to OneDrive To create a new migration job to import folders and files from File System to OneDrive for Business 1 Click New option on My Jobs tab on Share point Online migration page Dockit Migrator Evaluation Version amp My Jobs Job History New Job New Edit Z Run A Incremental xX Delete Validate ag View Job Instance ue SharePoint Online Jobs 2 Group by Search Qa ar ma Job Name Description Created Date Modified Date Last Run At FS Explorer 1 Test eee 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM 1 12 2018 5 36 14 PM fa FS Expo Test oon 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM 1 19 2018 6 43 12 PM z 2 items 369 2 Select File share to OneDrive from Select Type popup as shown below Dockit Migrator Evaluation Version s 7 wos Job History New Job N New Job E i SharePoint Online Office 365 Migration f Migrate contents from file servers to SharePoint Online f Office 365 and OneDrive l File share Migration w i File share to Office 365 Migrate documents from File Share to Office 365 SharePoint Online to Office 365 Migration a File share to OneDrive ents from SharePoint on premises 2007 Migrate documents from File Share fand 2016 to SharePoint Online Office 365 to OneDrive for Business e SharePoint Migration 370 3 The New Job page appears as shown below E
309. nce for Example of escape sequence for lt Example of escape sequence for gt Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for 345 Meta Data file structure The following section gives you the guidelines to create an external metadata file to migrate folders files and metadata to SharePoint Libraries 1 The first row of the metadata file should contain the Field Names as headers In an import task data type of the columns must be the same across all libraries SharePoint Columns that are read only will not be updated by Dockit Migrator 2 The Path field will not be carried forward as a metadata field into SharePoint 3 The first column of all the rows should contain the path of the file e g C My Documents Sample Brochure doc or ProdServer My Documents Sample Sales Template xlsx 4 Be consistent with the drive letters and UNC path when adding folders and file into SharePoint library using Dockit Migrator user interface and the path field values in the metadata file If you use local mapped drives to import files ensure the Path field has the corresponding local mapped drive path e g M MyDocs File1 xlsx If you use shares to import file ensure the Path field has the corresponding UNC path e g Machine_Name Share_Name Sample File1 xlsx 5 For Microsoft Excel file formats XLSX do not enclose the fi
310. nd TXT formats all field names and their corresponding metadata values should be enclosed within double quotes e g John Doe When using accented characters such as a in folder file names the CSV TXT metadata file must be in UNICODE encoded format 529 The following section describes the data types supported how to state the value in the metadata file for import SharePoint Data Type Yes No Text Multi line Text Date Time and Number Currency Choice Single value Choice Multiple values Lookup Single value Remarks If any other value appears in the metadata file other than Yes No default value will be assigned The text length should not exceed 255 characters The text length should not exceed 255 characters preferred Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The fixed or floating number can be given to this field The value should not exceed the numeric boundary The fixed or floating number can be given to this field Do not use any currency symbol with this field value The value should not exceed the currency boundary Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values
311. ndition to be satisfied for folders and files to be updated in SharePoint Folder Level Filter B File Level Filter VY Filter Conditions Migrate only if the condition is satisfied Migrate only if the condition is satisfied Folder Name File Property i Title File Property R File Version Status Conference Information Information O AND OR O AND OR Folder Name File Property X Title File Property X lt AND OR AND OR gt er Show more columns Show more columns Specify rule that must be satisfied before creating folders to SharePoint For example you can create folders only when Folder Name Starts With Team You can specify the import conditions by selecting the Field Name and by specifying a corresponding value with the required operator 300 gt gt NewJob Migration Settings 1 Column Mapping Filter Conditions R File Version Status Dockit Migrator Evaluation Version Migration Settings Filter Conditions Specify import condition to be satisfied for folders and files to be updated in SharePoint Folder Level Filter Migrate only if the condition is satisfied YES File Level Filter Finish Migrate only if the condition is satisfied Folder Name File Property Title File Property Conference Information OAND OR Last Accessed Date File Property Information OAND OR J x Title File Propert
312. ne character as a separator between SharePoint site and Document ID in order to locate documents using their unique Document ID Syntax Site URL Document ID Where Site URL indicates the site from which Dockit can lookup the document using the specified Document ID Document ID indicates unique Document ID of the document to be updated For example Destination Path Document Author http sharepoint 9000 62WZ4WH5D27C John Doe 1al http sharepoint 9000 62WZ4WH5D27C Peter 1 2 283 5 The column New Name is an optional column in the metadata file By using this column you can provide the new name for your existing folder and or file to be renamed in the destination SharePoint library Please see the sample snippet below Destination Path New Name http sharepoint technical documents Sample New Document txt File txt Dockit will rename the file Sample File txt as New Document txt While this renaming operation does not create any new versions it will change the values of Modified Date and Modified By to the current import time and user respectively Please note that the file name to be renamed should contain its extension since Dockit uses the value under New Name column as the alternate name of the respective file regardless of its type extension Use wildcard representations and in order to update the same metadata for the existing items un
313. new location even if there are warnings reported during migration Move all source folders and files ignore errors and warnings This option moves all source folders and files from the current location to the new location regardless of any errors and warnings during migration to SharePoint 162 Dockit Migrator Evaluation Version MyJobs gt gt New Job gt aaa Files Migration Settings Finish n Post Migration Action n zs Sipe Sunes Specify the settings to move files folders added for import based on the migration results amp Metadata Options Do you want to move folders and files after migration is complete YES kii Column Mapping Move Options Move source folder and files that contains no errors and warnings v Domain Mapping z e Target Location C Users Public Documents Dockit1 2x Backup A User Mapping V Create current timestamp folder under target location Permission Mapping Folder File Settings 2 y Filter Conditions y Post Migration Action ch Renaming Rules gh Performance Tuner fe xX 3 Specify a Target Location where the source folders and files are to be moved You can also click browse button to launch folder browser You must ensure that the user who invokes the move operation has sufficient permissions to delete folders and files in the source location and to re create them in the target location 4 Click Next to proceed 163 File Version Sta
314. ng for both UPPER and lower case file names For more information please read Folder amp File Renaming rules section in the help document 491 Adding new terms in Managed Metadata column in SharePoint Dockit enables you to assign term labels to the Managed Metadata Taxonomy column during document import You can specify the required term by using its default term label or synonyms of the term label or full term path of the required term in case of duplicates in the metadata file The term path should be separated with the vertical separator e g Continent North America Country United States States Alaska Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file if the column value exists In order to update Managed Metadata column from a remote computer please visit the System Requirements section in the help file for more information Please read the table below to see how to specify Managed Metadata values in the external metadata file for Dockit import Path Country State E Documents Sampl United States Washington California Alask e Presentation pptx a E Documents Sampl Continent North Continent North e Report pdf America Country America Country United United States States States Washington Continent North 492 Am
315. ng on the items added for migration c To specify migration options for site click Site Migration Options d To specify migration options for List Library click List Library Migration Options 3 Click gt button to proceed 456 Site Migration Option The Site Migration Option page will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History New SP 9 O Specify site settings to use when migrating a site and its conter a Select Files Migration Settings Source Web Template STS 0 Source amp https mars vsslab local Dockit365Testsite Target Web Template STS 0 Target gt https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site Merge site content e Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location ti Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates Explorer Items to Migrate item 1 Select the site template to apply to the site from the list of available templates Note Selecting As in source Option requires Dockit Migrator Server Agent to be installed in the source server as well 2 Select anyone of the following options given below to specify the content to be
316. nt Server 2 For SharePoint 2007 migration Dockit Server Agent must be available in Source SharePoint Server Performance Tuner Migrate master pages This can be done when migrating content from SharePoint 2007 and above Master Pages Set the home page as in source SharePoint site Home Page as in source site Set the top links as same as in source SharePoint site Top Links in site pages Set the quick launch links as same as in source SharePoint site Quick Launch Links To migrate user alerts to the target SharePoint lists libraries and their content Note Dockit Server Agent is required in the source SharePoint server to retrieve the associated user alerts information User Alerts 410 To migrate site permissions Note Dockit Server Agent is required in the source SharePoint server to migrate when performing migration from SharePoint 2007 Site Permissions To activate Site collection feature and site feature Note Click Exclusion List button and specify the feature id s that are excluded during feature activation 3 Specify the list elements to migrate during a site list level migration to a target Office 365 site Dockit Migrator Evaluation Version 7 My Jobs Job History New SP 2 Select Files Migration Settings Finish aus eae zas Migration Settings g g gt SharePoint Elements Migration Settings Site List Elements
317. nt from file shares SharePoint on premises 2007 2010 2013 and 2016 to SharePoint Online Office 365 and OneDrive 25 Click New option and select a task type under the list of available task types as shown below Dockit Migrator Evaluation Version My Jobs Job History Edit Run x Delete Validate a View Job Instance SharePoint Online Jobs 2 Group by pat QJ ak ma Job Name Description Created Date Modified Date Last Run At 4 bre a FS Explorer 1 Test eee 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM 1 12 2018 5 36 14 PM Ea FS Expo Test eee 1 12 2018 5 43 55 PM 1 19 2018 6 2 1 19 2018 6 43 12 PM 2 items DE 26 Dockit Migrator Evaluation Version 7 E wios Job History New Job SharePoint Online Office 365 Migration Migrate contents from file servers to SharePoint Online Office 365 and OneDrive File share Migration w SharePoint to Office 365 Migration Migrate contents from SharePoint on premises 2007 2010 2013 and 2016 to SharePoint Online Office 365 and OneDrive SharePoint Migration Click the links below for more information a Create a task to SharePoint Online Office 365 Migration b Create a task to SharePoint to Office 365 Migration 27 Edit Task for SharePoint On Premise Migration To edit an existing task 1 Select a desired task from the Task List 2 Click Edit Task from the Home menu of Dockit main screen Doc
318. nter Job Name Description Optional and specify OneDrive Url based on the selected scope under Enumerate personal site of and click Connect button Dockit Migrator Evaluation Version My Jobs Job History new job gt a gt NewJob gt File share to OneDrive gt newjob d OneDrive Enumerate personal site of Current User new job O Multiple Users OneDrive URL Authentication Cloud Identity User name Password Ce Enumerate personal site of a Current User This option helps you migrate documents to current OneDrive location e g https contoso my sharepoint com personal johndoe_contoso_onmicrosoft_com user s b Multiple Users This option helps you migrate documents to multiple user s OneDrive locations by providing SharePoint admin center URL 371 4 Drag and Drop files from File share Left Pane to OneDrive users Right Pane or Select files and Right click file share select Add to SharePoint DEO Dockit Migrator Evaluation Version A My Jobs Job History new job bs gt Select Files J Emerger_Chan 16 2017 7 07 PM Explorer Batch File Items to Migrate 31 items 4 items selected Size 6 000 KB TY C gt Users gt Viswanathan Desktop gt Name Date Modified Type E Network al This PC IT Favorites 1 13 2017 9 51 AM Bviswanathan 1 15 2017 9 37 AM D 10 5 1 27 2017 7 59 PM Ms 25 128 png 27 2017 7 17 PM 4 Ms 7z 128 png 2 1 2017 3 1
319. ny position in the file name Sample Matrix Dot SampleDotMatrix Sample File Text SampleTextFile Hello World empty HelloWorld Sample Dollar SampleDollar Sample File empty SampleFile Sample Document Plus SamplePlusDocument Hello lt World lt empty HelloWorld Hello gt World gt empty HelloWorld Document Word WordDocument Word Document WordDocument File Sample SampleFile Sample Document SampleDocument 516 Reference Batch file structure Metadata file structure File structure for metadata Quick Migration Error Messages and Resolution Troubleshooting 517 Batch file structure The following section describes the guidelines to create a batch descriptor file for Migrate SharePoint site list amp library content using batch file mode task option 1 The first row of the batch descriptor file should contain the Field Names as headers In a migration task data type of the columns must be the same across all lists SharePoint Columns that are read only will not be updated by Dockit The first field should be named as Source Path and second field should be named as Destination Path Other field names should be followed separated by a delimiter character such as comma semi colon etc The delimiter character used in the batch descriptor file should be same as List Separator defined in Format string value available in the registry key HKEY_LOCAL_MACHIN
320. o com contoso johndoe johndoe 5 Click Verify button to test the existence of Dockit Server Agent in the target SharePoint Server When clicking this button Dockit connects to the specified SharePoint server and checks the availability of Dockit Server Agent 94 Dockit will display the Server Agent status as shown below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Check Server Agent fit Usage Statistics Site URL Authentication User Name Password Dockit Server Agent is an optional server side component that must be installed in the SharePoint Server You can check the existence of Dockit Server Agent in the target SharePoint Server using this tool by specifying a Sharepoint site URL and a credential to connect https mars vsslab local Windows iv vsslab farmadmin_sp16 1 v m johndoe contoso com contoso johndoe johndoe Dockit Server Agent is installed in the SharePoint farm of the specified SharePoint URL 95 Metadata Extractor Dockit Metadata Extractor tool helps you generate an external metadata file with basic set of properties Summary amp Custom properties available in the file in any of the Dockit supported file formats say CSV TXT Excel Dockit Metadata Extractor tool extracts the metadata associated with the file and writes them in the metadata file along with the full path of the file Dockit Metadata Extractor allows you
321. o not overwrite list item document leave as it is Select the appropriate option for Do you want to replace the site if it already exists in destination location by selecting the option buttons Yes No The top level folder is the folder added or specified for migration by the user Dockit will commence the migration process from this top level folder Select the appropriate option for Do you want to create the top level folder in the destination by selecting the option buttons Yes No Select the appropriate option for Do you want to replace the list library if it already exists in destination location by selecting the option buttons Yes No By default Dockit expects the destination folder location to exist in SharePoint If the destination folder is not available in the destination location Dockit fails to migrate the file list item to the specified folder in SharePoint You can change this behavior by selecting the option Create unavailable folder hierarchy if the destination location does not exist In this case Dockit will automatically create the unavailable folder hierarchy folder and sub folders in destination SharePoint during migration process After creating them it will commence the migration to the required folder in SharePoint By using this option you can simply avoid the error message Unable to locate destination folder with the specified URL reported in Activity Log Viewer since Dockit will t
322. oad from Save as Gy SharePoint Elements Source Target Wilber Alex v admin M365x938794 onmicrosoft com y E Site and List Templates training group v y 2A Domain Mapping omo User Group Mapping Permission Mapping MOD Administrator admin M365x938794 onmicrosoft com i 0 f membership admin m365x938794 onmicrosoft com Alex Wilber AlexW M365x938794 onmicrosoft com i 0 flmembership alexw m365x938794 onmicrosoft com lt Job Scheduler Performance Tuner DC E x e sfs aa bo po 24 items You also have the option to enter the user group of your own in user mapping Select unresolved user from source combo box to map all unresolved unavailable users from source user to a valid user in target SharePoint 421 Permission Mapping Dockit Migrator uses permission mapping to map the NTFS permissions to its equivalent SharePoint permission levels and it uses various mapping such as user group and domain mapping in separate tab The Migrate Permission option will allow you to map permission It appears as shown below 1 Source Permission Dockit Migrator automatically loads the list of source permissions from items to migrate Dockit Migrator Evaluation Version My Jobs Job History doc Migration 2 Select Files Migration Settings Finish ans S28 Migrati i mere sg r as Migration Settings Migration Settings Permission Mapping Load from Save as Clear all C File Se
323. ob History new job a Select Files Migration Settings Finish Source a C Users Public Documents sampleExcel xisx eee i https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com dmsub Shared Documents Source C Users Public Documents sampleExcel xlsx Ps A https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Documents Batch File Items to Migrate aS 59 items 2 items ee gt 2 The selected folders and files added for import will be displayed in the Items to Migrate page Dockit Migrator processes the top level folders and files added for import in the order in which it appears in the Items to Migrate page The import process order can be changed by the navigation buttons available in the right side of the page You can remove the files and folders added for import by clicking Red X beside the files 3 Click gt button to proceed 379 Migration Settings 1 Migration Settings will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration i Be Select Files Migration Settings Finish E o R als File Settings Renaming Rules Metadata Settings Column Mapping wA eS 3 Y a o E lt Domain Mapping User Group Mapping Permission Mapping Filter Condition gt Job Scheduler Performance Tuner 2 From this page you can File Settings Renaming Rules Permission Mapping User Gro
324. ocal Dockit365Testsite 4 lt amp https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Elements Site Permissions User Alerts 11 Activate Site Features Top Links in Site Pages Content Types i Quick Launch Links 2 Master Page Vi Home Page as in Source site P List Element List Views v Associate Web Parts v List Permissions Workflows 2I Y Content Types Workflow History vi Columns J Maintain Same Nactiment ID as in Source See RS 448 OneDrive Migration To create a new migration job to migrate sites lists and libraries along their settings metadata and permissions from OneDrive for Business to OneDrive for Business Click New option on My Jobs tab on Sharepoint Online Office 365 migration page Dockit Migrator Evaluation Version A MyJobs Job History New Job New Edit Dg Run A Incremental xX Delete Validate ag View Job Instance f J SharePoint Online Jobs 2 Group by Search aj an me Job Name Description Created Date Modified Date Last Run At FS Explorer 1 Test ooo 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM 1 12 2018 5 36 14 PM m FS Expo Test eee 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM 1 19 2018 6 43 12 PM Select OneDrive Migration from job category page as shown below 449 Dockit Migrator Evaluation Version YM MyJobs Job History a gt New Job SharePoint Online Office 365 Migration OneDrive Migration Migrate
325. ocations 3 Check site quotas aw 3 Check invalid characters for folder file name x l 3 Check for folder file URL length Cancel l 3 Check for files that exceed 2 GB size limit 3 Check columns availability in target SharePoint 3 Check mandatory columns 3 Check metadata value availability in target SharePoint if applicable s Check the existence of permission levels users in target SharePoint Please wait Save amp Close afofalalalalalaln 4 Once the Pre migration validation is complete icon will be enabled Click to view the Pre migration validation test results 397 SharePoint to Office 365 Migration SharePoint On premises to Office 365 Migration SharePoint On premises to OneDrive 398 SharePoint On premises to Office 365 Migration To create a new migration job to migrate sites lists and libraries along their settings metadata and permissions from SharePoint to Office 365 Click New option on My Jobs tab on SharePoint Online Office 365 migration page Dockit Migrator Evaluation Version 7 MyJobs Job History New Job New Edit v4 run A Incremental xX Delete Validate ag View Job Instance SharePoint Online Jobs 2 Group by Search Q ve um 7K mu Job Name Description Created Date Modified Date FS Explorer 1 Test ooo 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM Last Run At 1 12 2018 5 36 14 PM m FS Expo Test eee 1 12
326. ockit Server Agent must be available in target SharePoint server 2 For SharePoint 2007 migration Dockit Server Agent must be available in source SharePoint server 261 2 Specify the site elements to migrate during a Site Web level migration to a target SharePoint 2007 2010 2013 2016 server and Office 365 site Site Elements Master Pages SP 2007 and above Home Page as in source site SP 2010 and above Themes SP 2007 and above Associate Web Parts User Alerts 1 Site Permissions 2 Site Features Content Types Root level web pages w Top Links in site pages SP 2010 and above Quick Launch Links SP 2010 and above Workflows Workflow history Select All 262 Master Pages Migrate master pages This can be done when migrating content from SharePoint 2007 and above Home Page as in source Set the home page as in source SharePoint site This site can be done when migrating content from SharePoint 2010 and above Themes Migrate the themes This can be done when migrating content from SharePoint 2007 and above Top Links in site pages Set the top links as same as in source SharePoint site This can be done when migrating content from SharePoint 2010 and above Quick Launch Links Set the quick launch links as same as in sour
327. ockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The http URL of any picture can be given to this field Relative URL also can be given to this field The http URL of any resource can be given to this field Relative URL also can be given to this field SPUsers Contributors Designers 12 30 2010 10 50 AM 1 25 2009 12 30 2009 10 50 AM 1 25 2010 http sharepoint Pictures ch art bmp Pictures chart bmp lt img src sites collaboration portal PublishingImages New sArticleImage jpg gt http sharepoint Documents Sample File doc Documents Sample File doc 532 Publishing Portal Site Publishing HTML Applicable only for Collaboratio n Portal Publishing Portal Site Business Data BDC External Data BCS Applicable only for SharePoint Enterprise Edition Managed Metadata Single Value HTML content can be given in this field You can use HTML tags in order to create rich content in the field The BDC BCS column value along with the filter name can be specified in this field Dockit will search for the specified column value in the LOB entity using the given filter and assign the corresponding ID
328. ocument Libraries Create Metadata File Step 1 Metadata Options Step 2 Migration Settings Step 3 Task Schedule Settings Other List Types Batch File Mode Batch file structure Step 1 Batch Import Settings Step 2 Migration Settings Step 3 Task Schedule Settings 281 Document Libraries Create Task To create a task to update document properties to documents already residing in SharePoint library using the values specified in the metadata file 1 Select Document Libraries from Clean up Metadata option in New Job page as shown below Dockit Migrator Evaluation Version My Jobs gt gt New Job File share to SharePoint Migration Cleanup Metadata Migrate folders and documents from file servers Update metadata to the documents list items that network file shares local computers and personal drives already exists in SharePoint libraries lists on premise along with metadata to SharePoint on premises File share Migration w Cleanup Metadata w SharePoint Libraries s Update metadata for the documents s n that already exists in SharePoint SharePoint to SharePoint Migration ee al CSV exeetaie Migrate sites and lists from SharePoint server 2003 2007 2010 2013 and SharePoint 2016 to SharePoint SharePoint Lists on premises fa Update metadata for the list items that already exists in SharePoint lists using CSV Excel file SharePoint Migration w CCE
329. ocuments EA Batch File Items to Migrate 338 2 Click Validate button to verify the batch content Dockit Migrator Evaluation Version 7 MyJobs Job History FS Expo S 8 gt Select Files D rd60 libone1 Sample Sales Templatexls https contoso sharepoint com sites BulkSite Document g Batch FS 0365 xlsx Sheet1 v 3 items Path Destination Path D rd60 libone1 Sample Brochure doc https contoso sharepoint com sites BulkSite Documents D rd60 libone1 Sample Product Demo ppt _https contoso sharepoint com sites BulkSite Documents Explorer Batch File O Migration Settings Items to Migrate Target location https m365x938794 sharepoint com https contoso sharepoint com sites BulkSite Documents Invalid URL https contoso sharepoint com sites BulkSite Documents Invalid URL https contoso sharepoint com sites BulkSite Documents Invalid URL 0 item s 0 item s rx 0 item s x 0 item s x 35 items Once the validation is complete click Continue button to proceed for next step And the batch file content will be added to Items to Migrate tab 339 Items to Migrate 1 From File explorer you can either drag and drop files to SharePoint explorer or simply select files from file explorer Right Click and select Add to SharePoint to add files to Items to migrate The Items to migrate appears as shown below Dockit Migrator Evaluation Version o 7
330. ocuments folder2 Assigns same metadata as the parent folder folder2 for all its sub folders i D My Documents folder3 Assigns same metadata as the parent folder folder3 for all files in the parent folder and its sub folders For CSV and TXT formats all field names and their corresponding metadata values should be enclosed within double quotes e g John Doe When using accented characters such as a i in folder file names the CSV TXT metadata file must be in UNICODE encoded format 521 The following section describes the data types supported how to state the value in the metadata file for import SharePoint Data Type Yes No Text Multi line Text Date Time and Number Currency Choice Single value Choice Multiple values Lookup Single value Remarks If any other value appears in the metadata file other than Yes No default value will be assigned The text length should not exceed 255 characters The text length should not exceed 255 characters preferred Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The fixed or floating number can be given to this field The value should not exceed the numeric boundary The fixed or floating number can be given to this field Do not use any currency
331. of Row s 1 row s Columns Name Source Path Destination Path Modified Date Created Date Site Migration Option List Migration Option gt Folders for lists libraries Vi or i 6 Click button to see the contents of selected batch file in the associated native application 7 Ifyou want to replace with a different batch file click x button and select the new batch file as before 8 Select anyone of the following options given below to specify the content to be migrated from the source sites e Create as sub site replace sub site in target site The selected site in source SharePoint site will be created as a sub site in the target location In case the target location contains a sub site with the same title as the selected source site then the sub site in the target location will be deleted and created afresh same as source site e Merge sites The source site content will be migrated to the target site while retaining all site content in the target site location e Overwrite list library This option overwrites list library in the target location 258 Retain list library and merge content only This option retain list library and merge contents only in the target location Do not overwrite list library leave as is This option will not overwrite list library and it s contents in the target location Replace site in target location The selected target site will be deleted and completely replac
332. of available target domains And also have the option to enter the domain names of your own in domain mapping Dockit Migrator allows you to enter either domain names or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc Note As for entering free texts multiple source domains can be entered separated by comma 419 User Mapping Dockit Migrator uses user group mapping to replace the unavailable user group with valid SharePoint user group while migration 1 Source User Dockit Migrator user group mapping enables you to load the list of source users from items to migrate Dockit Migrator Evaluation Version PM My Jobs Job History home a gt Select Files Migration Settings Finish EE Migration Seti a Migration Settings Migration Settings gt User Group Mapping Load from Save as Cc gt SharePoint Elements Source Target v v Site and List Templates SharePoint User Wilber Alex a fa Domain Mapping VSSLAB user0996 Aih iS User Group Mapping vsstss user0993 Aih lt de Permission Mapping gt Job Scheduler X Performance Tuner 24 items 420 2 Target User Dockit Migrator automatically loads the list of target users group from the connected site Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish ans ls x zsa Migration Settings Migration Settings User Group Mapping L
333. ofile has a Roaming user account in the enterprise the Dockit stored user profile can be accessed by the same user in any computer in the Windows enterprise The stored user profile is a generic credential of Windows Stored User Names and Passwords applet and can be used by Dockit application only The credential information is stored securely in an 256 bit encrypted format in Windows Stored User Names and Passwords applet 494 1 The Profile Manager dialog will be shown as below Dockit Migrator Evaluation Version O O Profile Manager x Credentials Items To Migrate Site List E g e a Dockit can store your login information for SharePoint sites using Windows Stored User Names and Passwords applet Credential Manager To add a user profile click Add Profile button gt Source Location vsslab farmadmin_sp16 1 vsslab farmadmin_sp10 1 Site URL vsslab farmadmin_sp13 1 http venus vsslab local Authentication User Name vsslab farmadmin_sp16 1 M a johndoe contoso com contoso johndoe johndoe Password 495 2 In order to add user profile click Add button and provide user information in the New User Profile as shown below Dockit Migrator Evaluation Version O O Profile Manager x Credentials Items To Migrate Site List E 7 Pa 2 aes 7 Dockit can store your login information for SharePoint sites using Windows Stored User Names and Passwords applet Credential Manag
334. oint column based on user defined functions The custom function generates column values based on metadata file column file properties or free text entered by the user Dockit will prepare the metadata value based on the custom function and assign it to respective SharePoint column The metadata file column or file property like Title metadatafile Author fileproperty can be input as a parameter in a specific syntax Note that the Function Builder tool recognizes the given parameter as metadata file column only if it ends with metadatafile and similarly it recognizes the parameter as file property only if it ends with fileproperty To create a custom function and assign it to the SharePoint column perform the following steps 1 Select Function Builder under Column Mapping as Source from the list as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a Select Files Migration Settings Finish ann ama SeN Column Mapping ir ans saa Seton E Map metadata properties to the desired SharePoint columns Cc ou Ee eee eee 1 Column Mapping t Name eee Name ee i Domain Mapping Date Created eee Created User Mapping Date Modified ese Modified Permission Mapping Function Builder eee Folder File Settings m Metadata File O File Property x gt Thumbnail Total Edit Time Version Word Count File Name File Extension File Size M Filter Conditions File Name with Extension
335. older3 documents folder1 Dockit Migrator automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folder1 The model1 will be imported into the new destination location http sharepoint technical documents folder1 folder2 folder3 Follow the steps given below to specify the documents to migrate to the target SharePoint Online location in the batch file 453 1 Drag n drop batch file in Batch tab from explorer It will be shown below Dockit Migrator Evaluation Version 7 MyJobs Nob History FS Explor 8 gt Select Files Migration Settings Finish i Explorer Batch File Items to Migrate z 59 items 454 Batch file content will be shown as below Dockit Migrator Evaluation Version A My Jobs Job History adve s Select Files Migration Settings Finish path365 xlsx x Sheet1 v 3 items Source Path Destination Path https m365x354346 my sharepoint com personal menb_m365x54560_onmicrosoft_com _https m365x545031 my sharepoint com carl meguynb_m365x54766_onmicrosoft_com https m365x56899 my sharepoint com newone rekho_m365x5334431_onmicrosoft_com _https m365x113331 my sharepoint com visit meganb_m365x554541_onmicrosoft_com https m365x3542 136 my sharepoint com zone menb_m365x54434_onmicrosoft_com https m365x3545676 my sharepoint com complete menb_m365x545556544_onmicrosoft_c
336. om Explorer Batch File Items to Migrate 21 items Batch file content will be added to Items to Migrate tab 455 Items to migrate 1 From source Sharepoint explorer you can either drag and drop Lists Libraries to the target SharePoint explorer or simply select content from explorer Right Click and Select Add to SharePoint to add content to Items to migrate The Items to migrate appears as shown below Dockit Migrator Evaluation Version tt My Jobs Job History adve Select Files Migration Settings Finish a Source https m365x354346 my sharepoint com personal menb_m365x54560_onmicrosoft_com x Target https m365x545031 my sharepoint com carl mequynb_m365x54766_onmicrosoft_com Source https m365x56899 my sharepoint com newone rekho_m365x5334431_onmicrosoft_com Target https m365x113331 my sharepoint com visit meganb_m365x554541_onmicrosoft_com Source https m365x3542136 my sharepoint com zone menb_m365x54434_onmicrosoft_com Target _https m365x3545676 my sharepoint com complete menb_m365x545556544_onmicrosoft_com ee gt wy Explorer Batch File Items to Migrate 2 The selected Lists and Libraries are added for import will be displayed in the Items to Migrate page The import process order can be changed by the navigation buttons available in the right side of the page You can remove the items added for import by clicking Red X 3 items Traversal Options dialog will appear dependi
337. om Site Elements Site Permissions User Alerts 1 Activate Site Features Top Links in Site Pages Content Types Quick Launch Links 2 Master Page 7i Home Page as in Source site st Element List Views Associate Web Parts List Permissions Workflows 1 i Content Types Workflow History Columns J Maintain Same Daciiment ID as in Source Save amp Close Save amp Start 428 SharePoint On Premises to OneDrive Migration To create a new migration job to migrate sites lists and libraries along their settings metadata and permissions from SharePoint to OneDrive Click New option on My Jobs tab on Sharepoint Online Office 365 migration page Dockit Migrator Evaluation Version 7 MyJobs Job History New Job New Edit v4 run A Incremental xX Delete Validate ag View Job Instance SharePoint Online Jobs 2 Group by Search Q ve um 7K mu Job Name Description Created Date Modified Date FS Explorer 1 Test ooo 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM Last Run At 1 12 2018 5 36 14 PM m FS Expo Test vee 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM xX 5 2 items 1 19 2018 6 43 12 PM 429 Select SharePoint on premises to OneDrive from SharePoint Migration from job category page as shown below Dockit Migrator Evaluation Version My Jobs Job History New Job a New Job SharePoint Online Office 365 Migration OneD
338. om contoso johndoe johndoe johndoe contoso com contoso johndoe johndoe Password Password ee gt Specify the Authentication type and user credentials to connect to the SharePoint URL using the options given below a Specify the Authentication Type Windows Forms Office 365 Cloud Identity Federated Identity b Specify the user credentials Specify the user context stored in the user profile OR Enter the user name in any ONE of the following formats lt DOMAIN NAME gt lt USER NAME gt UserName DomainName UserName and its corresponding password Dockit will initiate Windows authentication or Forms authentication depending on configuration in the SharePoint site In scheduled migration process Dockit allows the user to enter different user credentials to connect to SharePoint and to create a scheduled migration task unattended mode By default Dockit will use the user account specified in the scheduled Run As user context to connect to SharePoint In case if you decide to use different user context to connect to SharePoint when running the scheduled task you can do so by storing the SharePoint user context for future use 235 Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords applet Credential Manager for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Click
339. ome valid character s in folder and or file names using the Folder amp File Renaming Rules This feature helps you in avoiding certain unwanted string characters e g file suffixes that are in the source folder file names to be part of the folder file name in SharePoint library For instance if a file is named as Product Specification_en doc and you need to truncate the suffix _en from the file name during import you can create a file naming rule as stated in the example below File Name Find Replace Remarks Product Specification_en doc _en empty As the Replace textbox with an empty string the final file name will be Product Specification doc Product Table doc Number As the Replace textbox has the text Number instead of the symbol the file name will be Product Number Table doc Note Dockit replaces _en with empty string in or truncates _en from the file name if the primary part of the file name ends with _en Also the renaming rule does not replace any characters in extension part Secondary part of the file name Dockit enables you to define flexible naming rules in order to truncate or replace invalid and or valid characters in folder and or file names during import By using wildcard characters in the Find string in the naming rules you can also create generic naming rules The naming rules are case insensitive You can use the same Find stri
340. on My Jobs gt gt NewJob Items To Migrate List Traversal Options Site List E Specify folders settings to use when enumerating the folders and its contents sub folders and list items to migrate to the destination SharePoint list Traversal Options Source http venussslab local english x 4 Migrate list items and retain source sub folder structure All items and folders Target https mars vsslab lo O Migrate list items in the top level folder s only Top level items PERRON PE iweants m1 O Migrate sub folder structure only and ignore all list items All folders only x O Migrate list items only and ignore source sub folder structure set appropriate action Target httpsi mars vsslablocal Dockit365Testsite 9 yane ppop Apply this folder migration settings to all selected folders Source http nus cal Content Lib Target https mars vsslab local dockit11 lt Source http venus vsslab local Target http DOP Explorer Items to Migrate 2 Select anyone of the library traversal options given below to specify the contents to be migrated from source lists a Migrate all list items and folders This options migrates folders and files exactly as they are in source SharePoint library The source library structure will be retained in the destination location Migrate list items in the top level only This option migrate files available in the top level only Dockit wi
341. on Information OAND OR OAND OR Folder Name File Property ae Title File Property x OAND OR OAND OR gt Show more columns 5 Specify rule that must be satisfied before creating folders to SharePoint For example you can create folders only when Folder Name Starts With Team 325 6 You can specify the import conditions by selecting the Field Name and by specifying a corresponding value with the required operator Dockit Migrator Evaluation Version My Jobs gt gt NewJob eS Batch File Migration Settings Finish or mee r Filter Conditions HH H Migeon SEITE Specify import condition to be satisfied for folders and files to be updated in SharePoint Pat Column Mapping Folder Level Filter I File Level Filter ia z A A Migrate only if the condition is satisfied Migrate only if the condition is satisfied Filter Conditions al Title File Property i Folder Name File Property E Item Version Status us Conference Information Information O AND OR O AND OR Last Accessed Date File Property x Title 2 File Property be x lt gt lt 8 10 2018 kil gt O AND OR OAND OR Folder Name File Property I x O AND OR Show more columns Show more columns 326 7 You can use mathematical operators such as gt gt etc to define your query Dockit Migrator Evaluation Version
342. on to specify the date mask to use for the date fields in metadata file in the task setup wizard The http URL of any picture can be given to this field Relative URL also can be given to this field The http URL of any resource can be given to this field Relative URL also can be given to this field 12 30 2010 10 50 AM 1 25 2009 12 30 2009 10 50 AM 1 25 2010 http sharepoint Pictures ch art bmp Pictures chart bmp lt img src sites collaboration portal PublishingImages New sArticleImage jpg gt http sharepoint Documents Sample File doc Documents Sample File doc lt a href sites collaboration portal PublishingImages New 312 Publishing HTML Applicable only for Collaboratio n Portal Publishing Portal Site Business Data BDC External Data BCS Applicable only for SharePoint Enterprise Edition Managed Metadata Single Value HTML content can be given in this field You can use HTML tags in order to create rich content in the field The BDC BCS column value along with the filter name can be specified in this field Dockit will search for the specified column value in the LOB entity using the given filter and assign the corresponding ID when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint Specify this value in filter name value format If the filter name contains colon in its name
343. on while retaining all sub site content in the target site location 404 2 Merge sites The source site content will be migrated to the target site while retaining all site content in the target site location a Overwrite list library this option overwrites list library in the target location b Retain list library and merge contents only this option retain list library and merge contents only in target location c Do not overwrite list library leave as is this option will not overwrite list library and its contents in target location 3 Replace site in target location In case the target location contains a sub site with the same title as the selected source site then the sub site in target site will be deleted and completely replaced by the selected source site Otherwise the selected site in source location will be created as a sub site afresh in the target location 3 Site Traversal Dockit Migrator Evaluation Version My Jobs Job History New SP e Specify site settings to use when migrating a site and its conter Select Files Migration Settings Source Web Template STS 0 Source amp https mars vsslab local Dockit365Testsite Target Web Template STS 0 x Target E gt https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site O Merge site content Overwrite list library Retain list library and merge contents Do no
344. ons ev Post Migration Action ch Renaming Rules dt Performance Tuner A 159 2 Select any one of the following options given below a Do not overwrite Skips the folder without overwriting b Overwrite folder Deletes the folder from the destination location along with its version history and imports the source folder Create as new folder Creates a new folder by appending and prepending the user defined characters with the source file name and imports the newly created folder Note is the reserved character and denotes incremental index o Dockit Migrator Evaluation Version a x MyJobs gt gt New Job as Select Files Migration Settings Finish Folder File Settings aun ane Specify action to be taken when a folder file with same name already exists in destination location Migration Settings amp Metadata Options Folder Settings If a folder with the same name already exists in the target location Column Mappin ak pping Create new folder v Domain Mapping by Append _new wv A User Mappin Aih pping File Settings If a file with the same name already exists in the target location P Permission Mapping Do not overwrite file v lt R Folder File Settings gt YY Filter conditions ev Post Migration Action Ch Renaming Rules dh Performance Tuner eC 160 3 Select any one of the following options given below a Do not overwrite Skips the file without overwriting b
345. ons Tools Dockit Migrator Evaluation Version gt gt Metadata Extractor File Type Available File Properties odtauthor odtcomment odtCreationDate odtkeywords odtModified odtRevisionNumber odttitle odtTotalEditingTime Subject Title Custom Property MS Office documents Required File Properties i Created Keywords Modified File Extension Title Comments ppp ppp ApplicationName Author Category Comments ceationTime a ApplicationName A Author D category Comments CreationTime EditTime LastAuthor LastPrintedTime a a a a Keywords a a odt a 100 Dockit Migrator Evaluation Version Tools gt gt Metadata Extractor Metadata Location C Users Public Documents Dockit11x MetadataExtractor E Metadata Eile Name SPLibrary Sheet Name gt Migration Options mi Metadata File Format 101 5 Click Run to commence extraction process Once Metadata Extractor completes its job it enables you to view the metadata file right away as below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Metadata Extractor Metadata Location m Usage Statistics DA Tools Help AUsers Public Documents Dockit 1x MetadataExtractor Metadata File Name SPLibrary Ey Exit Metadata File Format Sheet Name z Metadata file created successful
346. or Server Agent to be installed in the source server as well 2 Select anyone of the following options given below to specify the content to be migrated from the source sites 4 Create as sub site replace sub site in target site The selected site in source location will be created as a sub site in the target location In case the target location contains a sub site with the same title as the selected source site then the source site content will be migrated to the sub site in target location while retaining all sub site content in the target site location 437 5 Merge sites The source site content will be migrated to the target site while retaining all site content in the target site location d Overwrite list library this option overwrites list library in the target location e Retain list library and merge contents only this option retain list library and merge contents only in target location f Do not overwrite list library leave as is this option will not overwrite list library and its contents in target location 6 Replace site in target location In case the target location contains a sub site with the same title as the selected source site then the sub site in target site will be deleted and completely replaced by the selected source site Otherwise the selected site in source location will be created as a sub site afresh in the target location 3 Site Traversal Dockit Migrator Evaluation Ver
347. or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc Note As for entering free texts multiple source domains can be enter separated by comma 84 Once you click button selected domains are mapped and the mapped data is displayed in the domain mapping pane as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration Template Name Sample a Column Mapping lt gt P pi Source Target User Group Mapping HARVESTER v ORBIT E Domain warring Ie Permission Mapping v Ts i E Site and List templates SP Reference Templates 85 SharePoint Migration Site and List Mapping Template Dockit uses site and list template mapping to replace the unavailable site and list templates with valid new SharePoint site and list templates when creating unavailable sites and lists during content migration from one SharePoint environment to another To create a new site and list template mapping select New from the Templates Tools pane The new template will appear and enter a unique name for the template as shown below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager pe Create reusable templates for migration tas
348. orms authentication 104 b 6 Select depending on configuration in the target SharePoint site Click Connect button to proceed Use federated authentication Web Single Sign on to connect to SharePoint Connect to a SharePoint site SharePoint On premise or SharePoint Online using federated identity configured using ADFS Also select this option to connect to Office 365 SharePoint Online configured using federated identity provider To connect to Office 365 s SharePoint Online environment you can use Web Single Sign on option for both Cloud Identity Office 365 Online User Credential e g johndoe vyapin onmicrosoft com and Federated Identity configured via ADFS e g johndoe vyapin onmicrosoft com desired columns from the available columns list The column value will be exported along with the list item URL to the metadata file gt Migrati aul Usage gt Tools Help B oi Dockit Migrator Evaluation Version ion Options Tools gt gt Metadata Collator Statistics O Export base URL of the items Export absolute URL of the items Traversal options Al items and folders v Retrieves item and folder URL Version Latest version v i Column Name Column Type a Z Approver Comments Multiple lines of text M Name File Title Single line
349. ote a user account Do not use multiple values unless the equivalent column defined in SharePoint can accept multiple values Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists The http URL of any resource or picture can be given to this field Global Audience name Security Distribution Group name and SharePoint Stock Details Accounts Product Details VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com John Doe VOYAGER User1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My Sample File doc http sharepoint Pictures ch art bmp All site users Admins Viewers Administrators 210 Multiple value Applicable only for a MOSS Microsoft SharePoint Server 2010 and above libr
350. ount information stored in the user profile or the one entered in the textbox 182 b To connect to SharePoint Online site configured with your Microsoft Live ID you can select below option and click Next to proceed i Office 365 Cloud Identity Connects to a SharePoint Online site in Office 365 using the given cloud identity i e Office 365 Online User Credential e g johndoe vyapin onmicrosoft com c To connect to Office 365 s SharePoint Online site that authenticates users using a trusted identity provider you can select the Federated Identity option and proceed with the login process as shown below i Federated Identity Connects to a SharePoint site On premise or SharePoint Online using the federated identity account configured using ADFS Select this option to connect to Office 365 SharePoint Online sites that are configured using federated identity provider 183 Items to Import To add folders and files to import to the destination location in SharePoint 1 The Select files page appears as shown below Dockit Migrator Evaluation Version y MyJobs gt gt NewJob g gt OM O O Credentials Select Files Migration Settings Finish tyc v T BY Puto gt Name Date Modified Type Size Name Description Items os J New folder 9 8 2016 11 25 AM folder amp Archiver O web s 6 list s J New folder 2 4 13 2018 3 24 PM folder amp csite 2007 O web s 46 list s I Patch Dills 10 3 2016 8 27 PM folder a
351. ove rules for folder renaming rule This helps to rename invalid characters in SharePoint to a valid folder name Truncate folder names Truncate long folders names by specifying the folder name length to use before importing them to a SharePoint library Select appropriate checkbox for folder and enter a valid character length for folder 152 Note Dockit Migrator leaves the source folder name as is if the folder name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint File Renaming Rule You can add or remove rules for file renaming rule This helps to rename invalid characters in SharePoint to a valid file name Truncate file names Truncate long file names by specifying the file name length to use before importing them to a SharePoint library Select appropriate checkbox for file and enter a valid character length for file name Note Dockit Migrator leaves the source file name as is if the file name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint Sample renaming rules Repla Remark g Find ce Result s File Name Truncate V1 if the empt file ends SampleV1 V1 y Sample with V1 Replace Vi with A if the file name ends SampleV1 V1 A SampleA with V1 Truncate Hello_ if the file name starts Hello fempt with Hello_World zit y World Hello_ 153 Truncate _
352. page will appear as shown in the screen below Dockit Migrator Evaluation Version f MyJobs gt gt New Job Credentials Select Files Migration Settings Finish g m E Aih Metadata Options Column Mapping Domain Mapping User Mapping l Permission Mapping Folder File Settings Filter Conditions Post Migration Action l 1 ch dh Renaming Rules Performance Tuner DE Metadata Options Column Mapping Domain Mapping User Group Mappin Permission Mapping Folder File Settings Filter Conditions Post Migration Action Renaming Rules 1000 SOY Ui O o e 10 Click Next to proceed 218 Metadata Options To specify the external metadata file to use to assign document properties in SharePoint 1 The Metadata Options page will appear as shown below eq x MyJobs gt gt New Job ee Files oo eas Migration Settings ix Metadata Options a Column Mapping Domain Mapping amp User Mapping P Permission Mapping R Folder File Settings Y Filter Conditions y Post Migration Action ch Renaming Rules amp Performance Tuner Dockit Migrator Evaluation Version Migration Settings Finish Metadata Options Specify metadata file to update document properties in SharePoint Use batch file as external metadata file Sample 2 Click drop down button if you want to see a sample external metadata file s
353. pecified will be used to filter folders files that are uploaded to SharePoint 226 4 Specify condition to apply at the folder level For example you can Import folders when Folder Name Conference Information Dockit Migrator Evaluation Version y My Jobs gt gt New Job g j Select Files Migration Settings Finish Filter Conditions aan ch aun ann Migration Settings Specify import condition to be satisfied for folders and files to be migrated to SharePoint amp Metadata Options Folder Level Filter B File Level Filter YEs 1 Column Mapping Migrate only if the condition is satisifed Migrate only if the condition is satisifed Folder Name File Properties ee Title File Properties X Domain Mapping m m e Conference information Information User Mappin bile OAND OR OAND OR rae 5 Folder Name File Properties H Xx Title File Properties x Permission Mapping lt R Folder File Settings LE o gt OAND OR OAND OR N Filter Conditions ey Post Migration Action ch Renaming Rules erformance Tuner dh Pert T 9 Show more columns Show more columns 5 Specify rule that must be satisfied before creating folders to SharePoint For example you can create folders only when Folder Name Starts With Team 227 6 You can specify the import conditions by selecting the Field Name and by specifying a corresponding value with the
354. permissions mapping pane as shown below Dockit Migrator Evaluation Version x tt My Jobs gt gt New Job O Batch Descriptor Site List Elements Migration Settings Finish ann A Permission Mapping oon ot Mapping Templates Map unavailable permission in source to different permission in target E Metadata Options C ee ee Full Control v Administrator Paty Column Mapping Domain Mapping User Mapping P Permission Mapping lt amp Site List Template Mapping gt Y Filter Conditions bt Performance Tuner F Map dependents too 141 13 Once you finish mapping the permissions you can click to save as new template This option enables you to save the configured permission mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version A MyJobs gt gt New Job tas e Batch Descriptor Site List Elements Save as Template Permission Mapping 0 HH Mapping Templates Name ane Map unavailable permission in source t a z Updated Permission Mapping Metadata Options YS overwrite if template already exists Full Control a Column Mapping Domain Mapping Change Read 2 User Mapping P Permission Mapping lt Site List Template Mapping Y Filter Conditions amp Performance Tuner 14 Once you save a template you can load from the saved templates to use in this task 14
355. pistes Specify import condition to be satisfied for folders and files to be migrated to SharePoint i Metadata Options Site Level Filter no List Level Filter xo Migrate only if the condition is satisifed Migrate only if the condition is satisifed iy Column Mapping Web Name SharePoint x List Type SharePoint x Domain Mapping aim User Mapping 2 5 E Oand or P Permission Mapping lt Site List Template Mapping Show more columns Show more columns a SS Y Filter Conditions File Level Filter no i lt gt is satisifed Migrate only if the condition is satisifed bt Performance Tuner ore Is Not Null x Created Date SharePoint x lt lt Selectadate G3 Selecta date Eis Oano or OandD or 9 Show more columns Show more columns 8 Complex queries can be constructed with the use of left right parenthesis and and logical operators AND and OR 9 Once you specify the respective webs lists files and folders filter condition click Next to proceed 278 Task Schedule Settings To specify the task name and schedule settings for the Dockit import task perform the steps given below 1 The Task Schedule Settings Finish page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob a j Select Files Migration Settings Finish Task Name Category Blank Es Description lt ed Save amp Close Save amp Start 2 Enter a unique t
356. ple of escape sequence for gt Example of escape sequence for Example of escape sequence for Example of escape sequence for Example of escape sequence for 6 The following are valid wildcard characters that can be used to create naming rules in Dockit asterisk Denotes any number of characters to be left question mark Denotes at least one character position to be truncated replaced 156 Sample Renaming Rules File Name Find Replace Result Remarks SampleV1 V1 empty Sample Truncate V1 if the file ends with V1 SampleV1 V1 SampleA Replace V1 with A if the file name ends with Vi Hello_World World empty World Truncate Hello_ if the file name starts with Hello_ Hello_ World World empty Hello Truncate _World if file name ends with _World SampleV1 v empty Sample Truncate V and the file name character following it immediately succeeding character if the file names contains V and followed by any one character Sample p empty Sale Truncate one character preceding the letter p in the file name SampleV12 V empty Sample Truncate two characters following the character letter V in the file name SampleFileVersion File empty SampleVersion Truncate the word File in any position
357. priate button or load users groups menu as shown below l Once you select the option and provide the appropriate inputs for source and target user the list of users groups are displayed on the respective users groups list pane as shown below Dockit Migrator Evaluation Version x Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks Ti Usage Statistics File share Migration SharePoint Migration DA Tools Template Name Sample al Column Mapping S aaa aa P Help Source Target o User Group Mapping be Exit fa Domain Mapping E i sers a de lente ts VSSLAB aaron N vsslab david L E Site and List templates vsslab dennisk Of Ref T i elerence Tempie vsslab farmadmin_sp16 1 vsslab ganesan Select the appropriate source user group from the source users groups list and select the target user group to replace from the list of available target users groups Finally click button to map the users groups 81 Select All Unresolved Users from source user group combobox to map all unresolved unavailable users from source SharePoint to a valid user in target SharePoint You also have the option to enter the user group names in the respective textboxes and finally click T button to map Once you click T button selected user group are mapped and the mapped user pair is di
358. py a task and its import settings Enter a unique name For the task Copy Fs to SP Batch CMAP Save As Furniture Document Run As Pt Password EEE Lo cme 44 Reschedule Task Use this tool to Reschedule Task in Windows Task Scheduler interface to automatically run the import tasks at scheduled intervals This tool helps you to re create the Windows Schedule Task in the following two scenarios e To Reschedule that Task that was accidentally deleted and is required to be created again with the same schedule settings e To Reschedule Task when the Dockit import tasks are migrated from an old computer to a new computer 1 Select a task from the Task List 2 If Dockit has enough information about the required Windows Schedule Task the Reschedule Task option will be enabled Select Reschedule Task from Home menu of Dockit main screen Dockit Migrator Evaluation Version tt My Jobs Job History New Edit Run Now li gt Re do A Incremental x Delete fh Copy Reschedule Validate ag View Job Instance ReSchedule job Alt H SharePoint On Premise Jobs 12 Group by Search Q ak ma Job Name Description Created Date Modified Date Last Run At Total Data Migrated 10 15 2018 11 30 53 AM 10 15 2018 11 31 18 AM 10 15 2018 11 31 18 AM 1 Files 0 Folders 1 901 KB FS to SP Batch CMAP ose 12 26 2018 11 59 18 AM 12 26 2018 12 00 42 PM 12 26 2018 12 00 42 PM 1 Files 1 Folders 3 542 KB FS to
359. r account specified in the scheduled task should be a trusted domain user account The file or folder name contains invalid characters Map the invalid characters amp into valid character using Replace Illegal Characters tool available in Tools menu Assign the naming rule name in your import task String was not recognized as a valid Date Time Ensure that the date value given in metadata file is in correct format If the given date value format is different from the current system date time format then specify the appropriate 537 Date Time format mask to use in your import task Lookup ID not found Ensure that the given column value is available in the Lookup field reference list and column Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note if the specified column value is of folder type the ID of the folder will not be assigned User or Group ID not found Ensure that the given user or group name exists in the respective site Unavailability of user or group name causes this error User ID not found Ensure that the given user name exists in the corresponding SharePoint Site This error may occur if the specified user name does not exist Multiple User IDs found The user value
360. r is comma The following table shows the equivalent Format string for List Separator in the registry key List Separator Equivalent Format String comma CSVDelimited semi colon Delimited asterisk Delimited Be consistent with the drive letters and UNC path when adding folders and file into SharePoint library using Dockit user interface and the path field values in the metadata file If you use local mapped drives to import files ensure the Path field has the corresponding local mapped drive path e g M MyDocs File1 xlsx If you use shares to import file ensure the Path field has the corresponding UNC path e g Machine_Name Share_Name Sample File1 xlsx You can also use wildcard notations in order to assign the same or different metadata for the folders sub folders amp files Please see the wildcard usage below Wildcard characters Example Description Kok D My Documents folder1 Assigns same metadata as the parent folder folder1 for all files and sub folders D My Documents folder2 Assigns same metadata as the parent folder folder2 for all its sub folders D My Documents folder3 Assigns same metadata as the parent folder folder3 for all files in the parent folder and its sub folders For CSV and TXT formats all field names and their corresponding metadata values should be enclosed within double quotes
361. r name contains colon in its name specify this value in FILTER filter name QUERY value where FILTER and QUERY are reserved words Dockit also automatically fills up the column values associated with the BDC BCS column during import Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in http sharepoint Documents Sample File doc Documents Sample File doc lt a href sites collaboration portal PublishingImages New sArticleImage jpg gt NewsArticleImage jpg lt a gt It is lt b gt sample text lt b gt Company Name Vyapin ID 1000 Product Migrator Name Dockit If the filter name contains colon in its name use the following syntax FILTER Product Product ID QUERY Dockit FILTER ID Name QUER
362. r to assign the values that belong either to Global Audience or Security Distribution Group require Dockit Server Agent to be installed in the destination SharePoint server MOSS Microsoft SharePoint Server 2010 and above Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The http URL of any picture can be given to this field Relative URL also can be given to this field The http URL of any resource can be given to this field Relative URL also can be given to this field SPUsers Contributors Designers 12 30 2010 10 50 AM 1 25 2009 12 30 2009 10 50 AM 1 25 2010 http sharepoint Pictures ch art bmp Pictures chart bmp lt img src sites collaboration portal PublishingImages New sArticleImage jpg gt http sharepoint Documents Sample File doc Documents Sample File doc 524 Publishing Portal Site Publishing HTML Applicable only for Collaboratio n Portal Publishing Portal Site Business Data BDC External Data BCS Applicable only for SharePoint Enterprise Edition Managed Metadata Single Value HTML content can be given in this field
363. racter used in the external metadata file should be same as Format string value available in the registry key HKEY_LOCAL_MACHINE SOFTWARE Microsoft Jet 4 Engines Text The following table shows the equivalent Format string for List Separator in the registry key List Equivalent Format String Separator comma CSVDelimited semi colon Delimited asterisk Delimited Sample format of a CSV TEXT batch file Note Refer the above Point for the separator to be used in the batch file Path Destination Path New Folder C My Documents Sample Brochure doc http sharepoint libone1 Folder1 C My Sales Sample Sales Template xlsx http sharepoint libone2 FolderA FolderAA FolderAAA C My Sales Sample Product Demo ppt http sharepoint libone3 folder Folder3 You can also use the same batch file as metadata file by adding the required custom columns in headers in addition to default headers Path and Destination Path Sample format of a file is as follows Path Destination Path New Folder Title Description C My Documents Sample Brochure doc http sharepoint libone1 Folder1 Test Documenti To add custom columns C My Sales Sample Sales Template xisx http sharepoint libone2 FolderA FolderAA FolderAAA Test Document2 To add custom columns 206 C My Sales
364. ralia Excel Sheet 234B 14 Click Ok button to go to the first page of Metadata Collator 107 Migration Planner Dockit s Migration planner captures the migration inventory and provides suggestions according to your source This will help the user to plan the migration in such a way to complete without the most common errors The Migration Planner page will appear as shown in the screen below gt Migration Options m Usage Statistics DA Tools Help E i 1 Types of Migration Planner There are two types in Migration Planner as given below Dockit Migrator Evaluation Version Template Manager Create a reusable templates for migration job Server Agent Test Tool You can check the existence of Dockit Server Agent in the target SharePoint server using this tool by specifying a SharePoint site URL and a credential to connect Metadata Extractor Dockit Metadata Extractor tool allows you to capture metadata for all files summary and custom properties in the given source folder location e File share Migration Planner e SharePoint Migration Planner an Ins RY Metadata Collator Export metadata for library list items to a file Enter a list or folder location URL along with the user credentials to proceed Migration Planner Dockit s Migration planner capture the migration inventory and suggestions according to your source that w
365. rce amp https mars vsslab local Dockit365Testsite Target Web Template STS 0 x Target https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site Merge site content i Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location i Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates ee E Explorer Items to Migrate 1 item By Default Dockit Migrator uses the same web template as in source SharePoint to create SharePoint site in target Office 365 However the application allows you to change the web template of your choice For this you need to pick one from the dropdown box Note You may need to load all target web templates by clicking Load Web Templates button 439 List Migration Option 1 The List Migration Option page will appears as shown below Dockit Migrator Evaluation Version 7 E wios Job History SP list mi Specify List settings to use when migrating a List and its conterffi Select Files Migration Settings List Migration Option Source 4 http planet vsslab local gbl Merge List content x k D Replace List if already exists Target https m365x938794 my sharepoint com personal meganb_m365x938794_onmi
366. reated Date Modified Date Last Run At 4 F2 O FS Explorer 1 Test te 1 12 2018 5 35 55 PM 1 12 2018 5 36 14 PM 1 12 2018 5 36 14 PM 1 12 2018 5 43 55 PM 1 19 2018 6 43 12 PM 1 19 2018 6 43 12 PM a FS Expo Test x 2 items 39 2 Incremental Migration One way Sync dialog will appear as shown below you can select your desired option to perform incremental migration Incremental Migration One way Sync Specify the option to perform the incremental migration one way sync Sites and Lists modified or newly created in source location This Week i Sites and Lists modified or newly created in source location since last migration using Dockit 1 days eee i Documents Modified or newly created in source location since last migration using Dockit ii Documents Modified or newly created in source location since last update in SharePoint iii Documents Modified or newly created in source location with specific time durations as follows This Week Last 7 days This Month Last Week Last 14 days Last Month Today Yesterday Last N Days 3 Click OK will proceed 40 Delete an existing task To delete a Dockit import task 1 Select a desired task from Task List 2 Click Delete Task from Home menu of Dockit main screen Dockit Migrator Evaluation Version New Edit Run Now li Re do A Incremental xX Delete fA Copy ti Reschedule SharePoin
367. riptor file as given below Path Destination Path F Document Store Sample_v1 txt http sharepoint vyapin demo sites migration Shared Documents F Document Store Sample_v2 txt http sharepoint vyapin demo sites migration Shared Documents F Document Store Sample_v3 txt http sharepoint vyapin demo sites migration Shared Documents Please ensure that files are arranged ordered with correct version sequence in the batch descriptor file Dockit processes the files in the order in which they appear in the batch descriptor file Import folders files and metadata to SharePoint Libraries Explorer Mode Go to Template Manager under Tools Menu and create renaming template as shown below Dockit Migrator Evaluation Version x Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks iil Usage Statistics File share Migration SharePoint Migration a Tools T Template Name Test Column Mapping Tere Hel eae User Group Mapping Rules Eg Exit Domain Mapping Find Replace E ai Ie Permission Mapping F fe Replace Illegal Characters Mal l gt gt 471 Select the items to import into the SharePoint library In the Select items to import dialog click Add button to add the selected files for import as shown below The import process order can be changed by the navigation buttons available in the right si
368. rive Migration Migrate contents from file servers to SharePoint Online Migrate contents from OneDrive for Business to Office 365 and OneDrive o OneDrive for Business File share Migration w OneDrive Migration SharePoint on premises to Office 365 Migrate contents from SharePoint on premises to Office 365 SharePoint Online 2mises to Office 365 Migration amp SharePoint on premises to OneDrive SharePoint on premises 2007 Migrate contents from SharePoint on personal sites to SharePoint premises personal sites to OneDrive for hd OneDrive for Business Business SharePoint Migration Ss The New Job page appears as shown below Enter Job Name Description Optional and specify source SharePoint and target OneDrive Url and its credentials and click Connect 430 Dockit Migrator Evaluation Version o 7 My Jobs Job History New Job a New Job OneDrive Enumerate personal site of Current User Multiple Users H gt source SharePoint Credential e g https contoso my sharepoint com personal johndoe_contoso_onmicrosoft_com Source URL Target URL Authentication Authentication Windows v Federated Identity v User name User name VSSPRO viswanathan v VSSPRO viswanathan Password Password pomme To specify a SharePoint site URL both source SharePoint and target OneDrive of a site from which you wish to migrate Libraries Lists folders files and list items perform t
369. ry The file will be skipped as mandatory columns do not have values The column value for a mandatory column may not available in the external metadata file lt fieldname gt must contain a metadata value or its corresponding library column must have a default value defined This field is defined to be a required field in SharePoint meaning column value cannot be empty Moreover the default value of the column may also be empty Ensure that a default value is specified for the required field in SharePoint or enter a value for this field in the corresponding file Dockit Server Agent version mismatch Ensure Dockit application version matches with Dockit Server Agent version installed in the destination SharePoint Server Ensure the same version of Dockit desktop application and Dockit Server Agent is used when importing the Created Date and Last Modified Date fields to SharePoint Created Date Modified Date could not be updated Ensure Dockit Server Agent is installed and running in the destination SharePoint Server Dockit will carry forward the two date fields to a SharePoint library residing in the SharePoint 541 server in which Dockit Server Agent is installed Required column s may be empty Some of the required fields in a SharePoint library may be empty Ensure all mandatory columns have values in the respective files added for import Checkin operation faile
370. s 266 Migration Settings To specify Migration Settings inputs to use for the task The Migration Settings page will appear as shown in the screen below Dockit Migrator Evaluation Version A MyJobs gt gt New Job Batch Descriptor Site List Elements Migration Settings Finish E TR E Pra Metadata Options Column Mapping Domain Mapping User Mapping r Y m Permission Mapping Site List Template Mapping Filter Conditions Performance Tuner DEE AN Vv Metadata Options Column Mapping Domain Mapping User Group Mappin Permission Mapping Filter Conditions Site and List Template Mapping SoS eye a Click Next to proceed 267 Metadata Options Dockit provides an additional facility to update metadata from an external metadata file for metadata cleansing purposes When a document list item metadata is specified in the external metadata file Dockit uses the values in the external metadata file instead of the document list item metadata values as available in the source SharePoint list To specify the Metadata Options to use to assign document properties in SharePoint 1 The Metadata Options page will appear as shown below Dockit Migrator Evaluation Version x My Jobs gt gt NewJob Batch Descriptor Site List Elements Migration Settings Finish 7 Metadata Options HH ann Mapping Templates Specify metadata file to update do
371. s SharePoint does not permit certain characters in folder and file names Dockit Migrator provides an ability to rename invalid character s to valid character s and also support any character s to be renamed using rules thereby eliminating the tedious step of renaming the source folders files Dockit Migrator uses Regular Expressions technique which enables you to create generic renaming rules in order to specify the pattern for file name conventions in Renaming rules page The regular expressions technique is widely used in software where pattern matching is crucial Also this technique defines some of the operators amp j lt gt _ as reserved and have their own meaning in the pattern syntax If any of these operators are placed in your file name and you wish to replace with some other string you need to use backslash as an escape sequence character in Dockit Migrator Renaming Rules which will suppress its role and treat them as normal characters like A 1 Otherwise there is a chance to misinterpret your rule and hence the resultant file name may not be as expected The renaming rules page will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration 2 gt Select Files Migration Settings Finish sas Migration Settings Migration Settings gt Renaming Rules B File Settings File Folder a Find Replace Find Replace Renaming Rules
372. s 196 list E Anbuv 2 items B Built in Workflows O web s 13 list s ER Ankurresolved 1 items B communitys O web s 11 list s Bulk O items B Dchin O web s 7 list s 1 gt EB crash 0 items B Design Manager Te 0 web s 7 list s 1 E8 D365 2 items gt B designmanager 0 web s 4 list s 4 ER DemoLib 12 items B dms103 2 web s 38 list s EB Documents 3 items B Dockit 13 web s 418 list ER don 2 items B Dust 1 web s 29 list s ER Meyer 3 items B Flash 1 web s 22 list s ER Meyer Lib 3 items B gh O web s 13 list s OG MeyerTest 3 items a i lt lt O e or Healthcare A webs 113 list s I MicroFeed MySite MicroFeed Persis 2 items Explorer Items to Migrate 2 22 items 8 Click Items to Migrate on Right pane to check the list of items selected for migration also you can remove files by clicking the Red X 9 Specify Migration Settings 10 Click Save button to create the job or click lt button to navigate to previous page to change any job settings After saving the job it will be listed on the Job Manager page You can click on to initiate the migration process 402 Items to migrate a From source SharePoint explorer you can either drag and drop Lists Libraries to the target SharePoint explorer or simply select content from explorer Right Click and Select Add to SharePoint to add content to Items to migrate The Items to migrat
373. s 8 list s nmn O web s 5 list amp Employee O web s 8 lists B Resource 1 web s 16 li B inc_subsite 0 web s 17 list s amp sample 2 web s 33 li amp latest 6 12 Oweb s 14 list s B site1 1 webj s 34 li B lookupSite 0 web s 19 list s x B sub 1 web s 27 li v publishingsite O web s 5 list s v 238 3 Explorer tab contains a two list view left and right which provides explorer like view to select sites list library to migrate The left side list view contains source list view and the right side list view contains the target list view The source list view allows you to directly browse the specified folder location in the connected source SharePoint list Also the target list view allows you to directly browse the specified folder location in the connected target SharePoint list You must specify the folder s relative path and Click the arrow button to mount the specified folder as a root item in the explorer view This option will be very useful if the connected list contains large number of folders and sub folders The source search textbox allows you to search for list items for the keyword specified in search textbox Advanced Search Link will be enabled for site that has office search service Dockit Migrator Evaluation Version y My Jobs gt gt NewJob ay O O O Credentials Items To Migrate Site List Elements Mapping Template Finish T By Pluto gt T Bye mars
374. s 91 ServersAgent Test T OO sisi ee tes saree arab tae deeiadvas dees Vee Ea Aaaa EA La EEA 93 Metadata Extractor arana ae Naaa wher vicars deen Mode vaa eta nied dudevaug wee thes deena ae 96 Metadata Collato Forirar aena a vans dene ATVN KAATAA VANANEV il ees 103 Migration Planner ieissa i a AEE E EAE E a A 108 File Share Migration Planner vevccrimicteiiatetiechinaeiaiee AAEE A Aa 109 SharePoint Migration Planner cc cece eect eee eee eee eee eee eee ete es 117 Migration SettingS TASKS ccee cet nena eas 126 DOMAIN MAPPING neia ee eaten i lela te T E A E a E tele eaies 127 User Group Mapping vei veveseewernnven airnsenteren EEE OER k eaters ele ds 132 Permission MAPPING saeees ceveeeecece nes weckvned riety ied waste be de Ea nnee be de cede aA TA ned weeks 137 Site and ist MAPPING ess erdina ei veces E A pE A ELET S E eres 144 Reference Mapping Template ssssssrsesserrsrrssnsrnrrnresnerrennnensrrrnnnassserrnnnasrerrnnnnns 149 PO eas EA E A A A AAE 151 Folder File Settings smer rdirveriiuii vaian i inuna AENEAN VELEVA NEENA EVEA cw vais 159 Post Migration ACHO rsrs rerar nanara nAi dein ian inne ee da ees 162 File Version Statusa aean A a a a a a a Aaa 164 Item Versi n Status iaoiai auna i arata Aa NNA EEN NA AENA EA NAE AAEE 166 DOcCkit Features iets scnciaciecccueds aa aiaa A A NAAA EA DAA AAEE DENEA EAREN E A EENAA AA DENE AAEE 170 ON PrEMIS Eien ee ooe taa EEEE AAE E EAE E E E clea EEE a 171 File Share to
375. s also an optional column in the batch file You can give any name to this column Using this column you can specify the files to be attached to the list item Dockit provides an option to specify an Attachment column from the batch file in Metadata Settings step in the task setup wizard If you want to attach a document to a list item in SharePoint please specify the file path in any one of the metadata column in the batch file as shown in the example below 308 Destination Path Name Attachment http sharepoint technical 1_ 000 C My documents Sample Workbook xls list http sharepoint technical 2_ 000 C My Documents Sample Folder list http sharepoint technical 3_ 000 Sample Workbook xls Sample Text txt list http sharepoint technical 4_ 000 C My documents Sample Workbook 1 xls list C My documents Sample Workbook 2 xls 7 The column New Name is an optional column in the batch file By using this column you can provide the new name for your existing folder and or file to be renamed in the destination SharePoint library Please see the sample snippet below Destination Path New Folder http sharepoint technical folder2 folder3 documents folder1 10 11 12 13 Dockit automatically creates the folders folder2 folder3 specified in the column New Folder underneath the specified destination location folder1 The new list item Title1
376. s field The value should not exceed 3 41 the numeric boundary Currency The fixed or floating number can be given 100 to this field Do not use any currency 10000 symbol with this field value The value 1500 67 should not exceed the currency boundary 285 Choice Single value Choice Multiple values Lookup Single value Lookup Multiple values People Group Single Value or Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the column value in the metadata file Dockit will search for the
377. s satisifed Migrate only if the condition is satisifed Folder Name File Properties x Title File Properties x Domain Mapping z 6 User Mappin a PPing AND OR AND OR Pod Permission Mapping lt R Folder File Settings gt Y Filter Conditions ev Post Migration Action ch Renaming Rules dg Performance Tuner Show more columns Show more columns f 2 Select any one of the following options given below 3 The available import conditions specified will be used to filter folders files that are uploaded to SharePoint 4 Specify condition to apply at the folder level For example you can Import folders when Folder Name Conference Information 198 Dockit Migrator Evaluation Version My Jobs gt gt NewJob g gt O Q Select Files Migration Settings Poe Filter Conditions WI thei SS Specify import condition to be satisfied for folders and files to be migrated to SharePoint E Metadata Options Folder Level Filter I File Level Filter iS Migrat ly if th dition is satisifed Migrat ly if th dition is satisifed 1 Column Mapping igrate only if the condition is satisife igrate only if the condition is satisi Folder Name File Properties H x Title File Properties X Domain Mapping X E l e Conference Information Information i User Mappin AS pee OAND OR OAND OR ae 5 Folder Name File Properties a Xx Title File Properties
378. se button to close the Profile Manager dialog 6 Additional References Behavior of stored user names and passwords http support microsoft com kb 281660 Stored User Name and Password Best practices http technet microsoft com en us library cc784749 WS 10 aspx 497 Site Traversal Options 13 Site Traversal Options dialog will appear as shown below Dockit Migrator Evaluation Version th MyJobs gt gt NewJob O O Site Traversal Options x Credentials Items To Migrate Site List E Specify site traversal option to use when migrating a site and its content Site Traversal Migrate content in selected site and its subsites urce usvsslab local engi X 4 O Migrate content in the selected site only Target ars vsslab local archive CO Migrate site structure only at the given source SharePoint site Migrate the given source site and its sub sites structure only Source http Xx 4 Z Apply this site migration settings to all selected sites Target https r te Source b t Lib Target lab lo 4 Explorer Items to Migrate OK Select anyone of the following options given below to specify the content to be migrated from the source sites Migrate contents in selected site and its subsites This option migrates content in selected site and its sub sites Migrate contents in selected site only This option migrates content available in the selected site only Dockit wil
379. section to define an import condition based on folder level and or file level property filters 1 Select the filter conditions settings from migration settings And add filter conditions for File Folder filter as shown as below File Filter Dockit Migrator Evaluation Version My Jobs Job History doc Migration gt Select Files Migration Settings Finish ans Migration Settings egpation Satine S K Q Metadata File Column C ig igs gt Filter Condition 2 File Property File Settings File Folder Prope Operator Value Connector Renaming Rules perty P eee v OR v Metadata Settings m Metadata File D File Property Column Mapping Title Name Subject Author Owner Category Keywords Comments Application Name Byte Count Domain Mapping Character Count eee Company Date Created Date Modified Spaces User Group Mapping Date Last Printed Date Last Saved Hidden Slide Count Last Saved By Line Count Permission Mapping Manager ee 9 Note Count Page Count Paragraph Count Presentation Format Revision Number Shared Document Slide Count Template Filter Condition Thumbnail Total Edit Time Version Word Count File Name Job Scheduler Migrate if the above condition is Satisfied Not satisfied r e a a DO p B ine 424 2 Add folder conditions in folder filter tab as shown as below Folder Filter Dockit Migrator Evaluation Version My Jobs Job History doc Migration Sele
380. share Migration SharePoint Migration Template Name Sample aA Column Mapping GT l pi A User Group Mapping Source Target FI Doman Mapping Administrator v Full Control Permission Mapping Il Site and List templates SBP Reference Templates 90 SharePoint Migration Reference Mapping Template Dockit uses reference column value templates to allow users to define reference columns for lists based on list template types Reference column is used to determine the existence of list items to specify the action to be taken by Dockit when a list item with the same name already exists in the destination location To create a new column definition select New from the Templates Tools pane The new template will appear and enter a unique template name for the template as shown below Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks m Usage Statistics File share Migration SharePoint Migration DA LOS e Sampl aA Column Mapping E Templste Nome Sane Pi Help List Type List URL Reference Column User Group Mapping Links Created P Exit EERE 2 Permission Mapping l Site and List templates SB Reference Templates 91 Specify the List Type and Reference Column in the respective text boxes and click button to add the pair to the columns li
381. shown below Step 1 of 2 Cleanup Options Cleaning up the information based on your selection Cleanup import tasks and their history instances Cleanup all import tasks and task history information maintained by Dockit induding folders such as Config Temp and Log Cleanup scheduled tasks that are associated with the import tasks Remove all associated scheduled tasks available in Windows Control Panel that are configured to run the import tasks in scheduled manner V Cleanup stored user profile s Remove all stored user profiles created using Dockit Profile Manager in the current user context V Uninstall Dockit Migrator application Remove all application files and uninstall Dockit application from the machine Click Next to proceed 3 Confirm the cleanup and or uninstall process Step 2 of 2 Cleanup Process Cleaning up the information based on your selection Click Finish button to proceed with the cleanup process or dick Cancel button to terminate the uninstall wizard Click Finish to run cleanup and or uninstall process Click Cancel to close the wizard 4 Once the file cleanup process is complete the uninstall wizard will automatically run Windows Installer program to remove Dockit application from the machine if you have selected the cleanup option Uninstall Dockit Migrator application in the wizard How to purchase You can purchase Dockit Migrator from our website https www vyapin com
382. signation column as Manager if the list item under Destination Path has Title as Sample Title 1 http sharepoint lists Project Sample Title Production If any item or Tasks 2 Executive folder has the specified Title value in the specified list or folder Dockit 307 perform the delete operation for referenced item http sharepoint lists Annual Sample Title Sales Executive If any item or Sales 3 folder has the specified Title value in the specified list or folder Dockit performs the update operation If the list item does not exists Dockit creates a new item under Annual Sales list http sharepoint technical Sample Title Product Dockit creates a documents Folder2 4 Manager new item with the specified Title value under Folder2 with specified metadata http sharepoint technical Marketing Dockit updates all documents Folder3 Manager items and sub folders under Folder3 http sharepoint technical Sample Production Dockit updates all documents Folder4 Manager items that start with Sample in its reference value under Folder4 The maximum limit of processing list items is 50 http sharepoint technical Title Sales Manager Dockit updates all documents Folder5 items that contain Title in its reference value under Folder5 The maximum limit of processing list items is 50 The column to specify an Attachment i
383. sion My Jobs Job History New SP e Specify site settings to use when migrating a site and its conter Select Files Migration Settings Source Web Template STS 0 Source amp https mars vsslab local Dockit365Testsite Target Web Template STS 0 x Target E gt https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site O Merge site content Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location i Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates es E Explorer Items to Migrate 1 item 438 Select anyone of the following options given below to specify the content to be migrated from the source sites 3 Migrate contents in selected site and its subsites This option migrates content in selected site and its sub sites 4 Migrate contents in selected site only This option migrates content available in the selected site only Dockit Migrator will not traverse the sub sites within the selected site 4 Target Site Template Dockit Migrator Evaluation Version 7 My Jobs Job History New SP Specify site settings to use when migrating a site and its conter Select Files Migration Settings Source Web Template STS 0 Sou
384. sion Truncate folder name max length Job Scheduler 256 250 Ss E AN c Ndere hae 1 Folder Renaming Rule You can add or remove rules for folder renaming rule This helps to rename invalid characters in SharePoint to a valid folder name Truncate folder names Truncate long folders names by specifying the folder name length to use before importing them to a SharePoint library 343 Select appropriate checkbox for folder and enter a valid character length for folder Note Dockit Migrator leaves the source folder name as is if the folder name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint 2 File Renaming Rule You can add or remove rules for file renaming rule This helps to rename invalid characters in SharePoint to a valid file name Truncate file names Truncate long file names by specifying the file name length to use before importing them to a SharePoint library Select appropriate checkbox for file and enter a valid character length for file name Note Dockit Migrator leaves the source file name as is if the file name length is less than the specified value and truncates if the length exceeds the value before importing them to SharePoint Sample renaming rules File Name Find Replace Result Remarks Truncate V1 if the file Samplev1 AVI empty Sample ends with V1 Replace V1 with A if the file name ends with SampleV1 AVI A Sampl
385. sociated metadata based on metadata file g Metadata Use button to update metadata for folders items that are added for migration based on the external reference file Click OK button to proceed or click Cancel Click Next to proceed 242 Site List elements to migrate Specify Site List elements page to migrate Site elements masterpages themes top links quick launch link web parts workflows user alerts site permissions and to set home page and List elements web part list view list permission maintain same list item ID maintain same document ID and quick launch links from one SharePoint environment to another 1 The Site List elements to migrate page will appear as shown below Dockit Migrator Evaluation Version y My Jobs gt gt New Job B gt O O Batch Descriptor Site List Elements Migration Settings Finish Site Elements List Elements Master Pages SP 2007 and above Associate Web Parts Home Page as in source site SP 2010 and above List Views Inclusion Exclusion List Themes SP 2007 and above List Permissions 2 Associate Web Parts Columns Inclusion Exclusion List User Alerts 1 Content Types Site Permissions 2 Maintain same List Item ID asin source 1 Site Features Inclusion Exclusion List Root level web pages o lt Content Types Maintain same Document ID as in source gt Root level web pages i Quick Launch Links as in source SP 2010 and above Top Links in site pages SP
386. splayed in the user group mapping pane as shown below gt Migration Options mi Usage Statistics Help Boa Dockit Migrator Evaluation Version Tools gt gt Template Manager Create reusable templates for migration tasks File share Migration SharePoint Migration Template Name Sample ll Column Mapping Ej impene p Source Target o User Group Mapping aia Domain Mapping VSSLAB aaron vsslab david B7 Permission Mapping By E Site and List templates 1 SP Reference Templates 82 SharePoint Migration Domain Mapping Template Dockit uses domain mapping template to replace the unavailable domain with the valid domain while assigning permissions users groups for the folder file migration to SharePoint To create a new domain mapping template Select New from the Templates Tools pane The new template will appear enter an unique template name for the template as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Template Manager th Statisti Create reusable templates for migration tasks il Usage Statistics File share Migration SharePoint Migration ooo DA Tools _ a Column Mapping Template Name Source Target neip User Group Mapping 9 ad v lv ES Eg Exit Domain Mapping Ie Permission Mapping
387. ssions permission levels with valid permission levels when migrating permissions for file share site list folder item during content migration from file share SharePoint to SharePoint 2 You can also map permissions by using Permission Mapping Template for repeated use 3 To create a new permission mapping select Permission Mapping A default page will appear as shown below Dockit Migrator Evaluation Version x My Jobs gt gt NewJob Batch Descriptor Site List Elements Migration Settings Finish lt amp Site List Template Mapping gt Y Filter Conditions bt Performance Tuner X aaa Permission Mapping CE HH Mapping Templates pa s e nas Map unavailable permission in source to different permission in target Ee GI Metadata Options es T 1 Column Mapping Domain Mapping User Mapping P Permission Mapping F Map dependents too 137 4 Permission Mapping consists of following sections 5 File share migration e NTFS Name of the source file share NTFS permission which has to be mapped e SharePoint Name of the target SharePoint permission level which will be mapped against the given source permission 6 For NTFS permissions e You can load the list of permissions associated with the added file share folders by clicking Once you click i it will display the list of available permissions in NTFS section as shown below Dockit Migrator Evaluat
388. st as shown below You can also specify list URL list Name in the List Name List URL textbox along with the reference column in the Reference Column textbox Dockit Migrator Evaluation Version x gt Migration Options Tools gt gt Template Manager Create reusable templates for migration tasks mi Usage Statistics File share Migration SharePoint Migration Template Name Sample al Column Mapping tr Samp gt Help List Type List URL Reference Column a User Group Mapping Links Created _ Eg Exit Domain Mapping ke Permission Mapping Announcement Created by _ IB Site and List templates Be Reference Templates 92 Server Agent Test Tool Dockit Server Agent is a server side component of Dockit software This Server Agent must be installed in the on premise SharePoint servers SharePoint 2016 2013 2010 2007 only 1 Select Server Agent Test Tool from Tools menu as shown below Migration Options m Usage Statistics YE took Help E on PAN wy Dockit Migrator Evaluation Version Template Manager Create a reusable templates for migration job Server Agent Test Tool You can check the existence of Dockit Server Agent in the target SharePoint server using this tool by specifying a SharePoint site URL and a credential to connect Metadata Extractor Dockit Meta
389. sword as Enter Job Name Description Optional Specify Office 365 site URL in the textbox and click Connect button You need to provide a valid site administrator credentials to proceed further If the target site is set with different regional and language settings it will prompt you to select the equivalent time zone for your computer so as to ensure data integrity in migration Time Zone Attempt Five Unable to match the target web s time zone with this computer Please select the correct Time zone as to avoid data integrity errors when migrating date values Web Time Zone UTC 08 00 Pacifique E U et Canada Select Time Zone UTC 08 00 Pacific Time US amp Canada 333 6 Drag and Drop files from File share Left Pane to SharePoint site Right Pane or Select files and Right click file share select Add to SharePoint Dockit Migrator Evaluation Version o A My Jobs Job History recent new a Select Files Migration Settings Finish T LY G gt Users gt Viswanathan gt Desktop gt TOY Test gt Name Date Modified Type Size Name Description items E Network B Firstvalidation 2 web s 21 list s 43 wt This PC anbu 2 items th Favorites 1 13 2017 9 51 AM ER Anbuv 2 items IB viswanathan 1 15 2017 9 37 AM EB Ankurresolved 1 items ios 1 27 2017 7 59 PM ER Bulk O items Ms 25 128 png 2 27 2017 7 17 PM png 3 000 x1 FB crash O items Add to SharePoint E Rs 7z 128 png 12 1 2
390. symbol with this field value The value should not exceed the currency boundary Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding column of the referenced list and assign the ID of the first item matching the column value to the lookup column of the imported file only if the column value exists Note If the specified column value is of folder type the ID of the folder will not be assigned by SharePoint and an example of Example Yes No This is sample text This is sample text nThis is sample for multi line text 12 30 2009 10 50 AM 1 25 2010 10 3 41 100 10000 1500 67 Male a5 Windows 7 Windows Vista Windows 2003 Windows XP Windows 7 522 Lookup Multiple values People or Group Single Value People or Group Multiple value Hyperlink or Picture Target Audiences Text or Number values can be given to this field The values can be of single or multiple Multiple values shoul
391. t 10_ 000 Title10 12 05 2008 Sales Manager Sales Delete http sharepoint list Sales List Folderi Title11 12 06 2008 VP Sales Corporate Sales New C My Sales Sample Product Demo ppt 316 Batch Import Settings To specify the batch file to use to create or update list items in SharePoint 1 The Batch Import Settings page will appear as shown below Dockit Migrator Evaluation Version Batch File Migration Settings 7 amp gt 2 Click El button to specify the external batch file The metadata file can be any one of the following file formats Comma delimited CSV Microsoft Excel XLSX or Text file TXT For more information about how to create a batch file click here TTT bala S 3 Click drop down button if you want to see a sample batch file such as Comma delimited CSV file Excel XLSX file to know how the columns should be arranged in a batch file 4 File selection dialog opens Drag and drop the metadata file from the explorer to the window or double click on the metadata file 317 5 The selected batch file will automatically be extracted and its contents will be loaded in the window If you are using a Microsoft Excel based metadata file then select the sheet name from the drop down Dockit Migrator Evaluation Version MyJobs gt gt New Job Metadata File Migration Settings Finish B gt File Name m i CABATCH Sample DMS_Support_1 xlsx g
392. t m i Sheet Name No of Column s 4 No of Row s 2 Column s W Path Z Destination Path V Created By Z Modified By Z Select All Date Format Use Default V Time Format No time v gt n Vi aag 6 Click button if you want to see the contents of selected batch file in the associated native application 7 Select the desired columns for which you wish to assign metadata 8 If you want to replace with a different batch file click x button and select the new batch file as before 9 Specify the Date and Time format for the date fields used in the batch file If the columns selected to update contains date and time values specify the date mask to parse the date values correctly The default value is the current system settings 10 Click Next to proceed 318 Migration Settings To specify Migration Settings inputs to use for the task The Migration Settings page will appear as shown in the screen below ee ae x My Jobs gt gt New Job Dockit Migrator Evaluation Version Migration Settings sh Column Mapping Y Filter Conditions B Item Version Status Column Mapping Filter Conditions Item Version Status Click Next to proceed 319 Column Mapping 1 Dockit allows you to assign values from file properties or metadata properties to SharePoint columns by using Column Mapping option 2 You can a
393. t New Job a fey Metadata File Migration Settings Finish Column Mapping Filter Conditions File Version Status x 1 Column Mapping 2 Filter Conditions 3 File Version Status 4 Click Next to proceed 294 Column Mapping 1 Dockit allows you to assign values from file properties or metadata properties to SharePoint columns by using Column Mapping option 2 You can also assign metadata values by using Column Mapping Template for repeated use 3 To create new column mapping select Column Mapping option A default page will appear as shown below Dockit Migrator Evaluation Version f MyJobs gt gt NewJob fey Metadata File Migration Settings Finish aus Wien Column Mapping OO OTEDI Map metadata properties to the desired SharePoint columns B C AR c Column Mapping T A 7 Filter Conditions 2 Name Nime E File Version Status XE Date Created eee Created X Date Modified see Modified Q Metadata File Column File Property 4 Source Column You can specify source column values from File properties Metadata File Function Builder and also from Other File Properties by entering the property name 5 Target Column You can specify the target SharePoint Column which needs to map and assign values 6 Default value You can specify the alternate value here that takes effect in case the original source value could not be assigned to the target
394. t Application Data Folder gt TaskHistory Dockit Task 20121222 183919 logs ActivityLog txt Error log file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 logs ActivityErrors txt Metadata log file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 logs MetadataErrors txt Dockit error log file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 logs DockitErrorLog txt Move Activity log file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 logs MoveActivityLog txt Task settings file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 settings Details xml Library settings file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 settings LibrarySettings xml Process details file e g lt Application Data Folder gt TaskHistory Dockit Task 20121222 183919 settings ListItemProcessCount xml The lt Application Data Folder gt is the common location where Dockit tasks and task history will be stored in the computer running Dockit application The lt Application Data Folder gt can be found from Help screen The default path of lt Application Data Folder gt is as follows a Windows 2003 C Documents and Settings All Users Documents b Windows 10 Windows 8 Windows 7 Windows 2012 Windows 2008 C Users Public Documents 544 Troubleshooting for Onlin
395. t Migrator allows you to enter either domain names or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc Note As for entering free texts multiple source domains can be entered separated by comma 358 User Mapping Dockit Migrator uses user group mapping to replace the unavailable user group with valid SharePoint user group while migration 1 Source User Dockit Migrator user group mapping enables you to load the list of source users from items to migrate Dockit Migrator Evaluation Version My Jobs Job History doc Migration 2 gt Select Files Migration Settings Finish ans mas Migration Settings ae Migration Settings User Group Mapping Load from Saveas Q File Settings Source Target BUILTIN Administrators v https m365x938794 sharepoint com v Renaming Rules NTFS User NT AUTHORITY SYSTEM Metadata Settings Other Unresolved user Column Mapping Domain Mapping gt A s 7 User Group Mapping Permission Mapping Filter Condition Job Scheduler r e Hx D O AN CE t EE 359 2 Target User Dockit Migrator automatically loads the list of target users group from the connected site Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish ons aaa Migration Setti R i 5 a Migration Settings User Group Mapping Load from Saveas C SharePoint Elements Source
396. t On Premise Jobs Delete selected job Alt D Validate g View Job Instance aj xkas arm FS to SP Batch CMAP Job Name FS TO SP FS to SP Batch Metadata FS to SP Batch Metadata Schedule FS to SP CMAP FS to SP CMAP Schedule FS to SP Metadata s32 Description Created Date Modified Date 10 15 2018 11 12 26 2018 11 59 18 AM 12 26 2018 12 00 42 PM 12 26 2018 12 06 31 PM 12 26 2018 12 35 50 PM 12 26 2018 12 35 30 PM 12 26 2018 12 35 30 PM 12 26 2018 10 45 01 AM 12 26 2018 10 47 34 AM 12 26 2018 12 10 22 PM 12 26 2018 12 11 54 PM 12 26 2018 11 37 09 AM 12 26 2018 11 38 19 AM Last Run At 12 26 2018 12 00 42 PM 12 26 2018 12 35 50 PM 12 26 2018 12 35 30 PM 12 26 2018 10 47 34 AM 12 26 2018 12 11 54 PM 12 26 2018 11 38 19 AM Total Data Migrated 1 Files 1 Folders 3 542 KB 2 Files 2 Folders 7 084 KB 0 Files 0 Folders 0 KB 3 Files 3 Folders 10 626 KB 1 Files 2 Folders 3 542 KB 1 Files 2 Folders 3 542 KB 41 3 Click Yes in Delete Task message box shown below This action will remove FS TO SP task and its associated task history Are you sure you want to delete the task D ee Note Deleting a task will permanently delete the selected task and its task history items 42 Copy an existing task To copy or create a new task from an existing Dockit import task 1 Select a desired task from the Task List 2 Cli
397. t Server Agent is required in the source SharePoint server to migrate when performing migration from SharePoint 2007 Activate Features To activate Site collection feature and site feature Note Click Exclusion List button and specify the feature id s that are excluded during feature activation 246 3 Specify the list elements to migrate during a list level migration to a target SharePoint 2007 2010 2013 2016 server and Office 365 site List Elements Associate Web Parts List Views Inclusion Exclusion List List Permissions 2 Columns Inclusion Exclusion List Content Types Maintain same List Item ID as in source 1 Root level web pages P Maintain same Document ID as in source Quick Launch Links as in source SP 2010 and above Workflows C Workflow history Select All 247 List Views To migrate list views List Permissions To migrate list permissions Note Dockit Server Agent is required in the source SharePoint server to migrate when performing migration from SharePoint 2007 Content Types To create content types which are not available in the target SharePoint Maintain same List Item ID as in source To retain the list item IDs as same as source list item Note Dockit Server Agent is required in the target SharePoint server to retain list item ID Maintain same Document ID as in source To retain the doc
398. t eas edetivads opeiveaepeedaadcadidavedcarveas 232 Explorer Mode Create Tash isiieiciuicewe sila dete evekenwrpedened oven aa siete tederer ys 233 Source SharePoint Location seseris parenn deesneeeeedeiees ENAA ewes dudnneeeceduwerseeeredes 234 Items to MIG FACS ea cei Beretta Ree leas Rent Wale tee ed ale ee 237 Site List elements tO MIGrAte cc ceee cece ee ee ee eee Eee n Etat nn eS 243 MIGration SCCUAGS wee teciePcoreei eon eteed eden cane a ddiaide Cui a dete tale 249 Column Mapping areenaa niian aa debe ARAE a a ie NEA E E aaa EGEN 250 Task Schedule SettiNg Skroei piena a AAE ANN paia 254 Batch File Mode Create TaSk ccceeeceee eee ee ee eee eee ee ee eee eaten aes eens eae ee nana 256 Batch Descriptor Filecss cis siisci a eee ce eis ee deve ah eis ae cua ise 257 Site List elements tO MIGrAte cece ee ee EE EEE tne 261 Migration Settings ermanii ined EAE AEAEE AAA EE EAA KAE TAAKAN ENAT 267 Metadata Opti N Sirie nina a a a a a 268 Column Mapping nrin a E O ees Shae a N 270 Filter Condition Srs doce cua li cnecetn been caer neetete leon care Undeadclane a 274 Task Schedule Settings arrians ieedit seedsevs ae vssensieedsideus cians Ea NaNe 279 CleanUp Metadata crena pria ror cecgce pA E pE saa eedeia egies NT need eets 281 Document Libraries Create Task cccccccceeeee steerer eee eee nent net net n teat tas 282 Create Metadata Filesi ernia anen den civadscgaicga danse deus EN ENA EaR 283 Metadata ODIOS e A iee
399. t overwrite list library leave as is Replace site in target location i Site Traversal Migrate content in selected site and its subsites Migrate content in selected site only Target Site Template As in Source Y Load Web Templates es E Explorer Items to Migrate 1 item 405 Select anyone of the following options given below to specify the content to be migrated from the source sites 1 Migrate contents in selected site and its subsites This option migrates content in selected site and its sub sites 2 Migrate contents in selected site only This option migrates content available in the selected site only Dockit Migrator will not traverse the sub sites within the selected site 4 Target Site Template Dockit Migrator Evaluation Version Tor o 7 My Jobs Job History New SP Specify site settings to use when migrating a site and its conter Select Files Migration Settings Source Web Template STS 0 Source amp https mars vsslab local Dockit365Testsite Target Web Template _ STS 0 x Target isi https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com Site Migration Option Create as sub site Merge site content i Overwrite list library Retain list library and merge contents Do not overwrite list library leave as is Replace site in target location i Site Traversal Migrate content in selected site and its subsites Migrate con
400. t will commence the import process from this top level folder Select the appropriate option to create the top level folder by selecting the option buttons Yes No Select any of the following folder options given below to specify the contents to be imported from the source folders in file system a Import files and retain source sub folder structure This option imports folders and files exactly as they are in source file system The source folder structure in the file system will be retained in the destination location Import all files including sub folders but ignore sub folder structure This option imports files only and ignore its source folder structure in the file system Note Specify the appropriate options in File Settings step to handle situations where same filenames may be available for more than one file in different source folder hierarchy sub folders Import files in the top level folders only This option imports files available in the top level folders only Dockit will not traverse the sub folders within the top level folders 188 d Import sub folder structure only and ignore all files This option creates the sub folder structure in the destination location and ignores all files that are available within the added folder and sub folders e Do not import any contents This option does not import any contents sub folders and files from the source folder added for import This option will be useful when you
401. ta 1 Column Mapping Reference Column None Oo SharePoint Lists Version Option Settings Filter Conditions I Item Version Status Version Option Import as new list item Import as new version Import list item by overwriting existing item Import list item by overwriting last Version of the item Click here for more information x Warning Updating last version of the list item with Created Date Modified Date Created By and Modified By fields As you wish to update the Created Date Modified Date Created By and Modified By fields for an existing version of a SharePoint list item Import list item by overwriting last version of the item option will not work as expected in SharePoint 2010 SharePoint 2013 SharePoint 2016 lists unless Content Approval is enabled in the destination SharePoint list Enabling this option will update the Created Date Modified Date Created By and Modified By and retain the last version number of the existing list item in the following conditions e All SharePoint 2007 list types with Content Approval enabled or disabled e SharePoint 2010 SharePoint 2013 SharePoint 2016 lists that have Content Approval enabled in Versioning Settings In SharePoint 2010 SharePoint 2013 SharePoint 2016 lists that have Content Approval disabled SharePoint will create a new version when the Created Date Modified Date Created By and Modified By fields are updated in an existing SharePoint list item Therefore th
402. task and avoid common errors 473 Create Document Sets Dockit enables you to create the folders as document set and update the metadata for document sets in SharePoint library In order to create a new document set you must specify the folder content type as a Document Set Based on the specified content type Dockit will decide whether to create the source folder as a standard folder or document set in the destination document library If the specified content type is Document Set derived content type Dockit will create the new document sets named with source folder names and import the files available in the source folders depending upon the folder options specified in Dockit import task wizard Please follow the instructions given below to create document sets and import documents into the new document sets created in SharePoint In Dockit Migrator application create a task by clicking Explorer mode from File Share migration option in New Job page as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob File share to SharePoint Migration Clean up Metadata network file shares local computers and personal drives exists in SharePoint document libraries on premise Migrate folders and documents from file servers Assign update metadata to the documents that already along with metadata to SharePoint on premises File share Migration w i Clean up Metadata w Explorer Mode Import folders
403. te fields in metadata file in the task setup wizard The http URL of any picture can be given to this field Relative URL also can be given to this field http sharepoint Pictures ch art bmp All site Viewers SPUsers Designers users Administrators Admins Contributors 12 30 2010 10 50 AM 1 25 2009 12 30 2009 10 50 AM 1 25 2010 http art bmp sharepoint Pictures ch Pictures chart bmp lt img src sites collaboration portal PublishingImages New sArticleImage jpg gt 177 Publishing Hyperlink Applicable only for Collaboratio n Portal Publishing Portal Site Publishing HTML Applicable only for Collaboratio n Portal Publishing Portal Site Business Data BDC External Data BCS Applicable only for SharePoint Enterprise Edition Managed Metadata Single Value The http URL of any resource can be given to this field Relative URL also can be given to this field HTML content can be given in this field You can use HTML tags in order to create rich content in the field The BDC BCS column value along with the filter name can be specified in this field Dockit will search for the specified column value in the LOB entity using the given filter and assign the corresponding ID when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint Specify this value in filter name value format If the filte
404. te Modified see Modified i lt gt 15 Metadata File Column File Property Source Column You can specify source column values from File properties Metadata File Function Builder and also from Other File Properties by entering the property name Target Column You can specify the target SharePoint Column which needs to map and assign values Default value You can specify the alternate value here that takes effect in case the original source value could not be assigned to the target SharePoint column during migration You can select a column to map by clicking on to get a list of file and metadata properties 250 e File Properties gives a list of available file system columns e Metadata Properties gives a list of columns available in metadata file 8 Once you finish mapping the columns you can click to save as new template This option enables you to save the configured column mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version a x th MyJobs gt gt NewJob x Metadata File Save as Template ae N 3 s Column Mapping HH Migration Settings Map metadata properties to th Name Advanced Column Mapping AR Column Mapping Z Overwrite if template already exists Filter Conditions 2 Name BR File Version Status J Created Date Xt Modified Date X Title 4 Destination Path 4 Source Path 5 Metadata File Column File
405. ted how to state the value in the metadata file for import SharePoint Data Type Yes No Text Multi line Text Date Time and Number Currency Choice Single value Choice Multiple values Lookup Single value Remarks If any other value appears in the metadata file other than Yes No default value will be assigned The text length should not exceed 255 characters The text length should not exceed 255 characters preferred Date or Date amp Time can be given in this field Dockit provides an user option to specify the date mask to use for the date fields in metadata file in the task setup wizard The fixed or floating number can be given to this field The value should not exceed the numeric boundary The fixed or floating number can be given to this field Do not use any currency symbol with this field value The value should not exceed the currency boundary Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the column value in the metadata file Dockit will search for the value in the corresponding colum
406. tent in selected site only Target Site Template As in Source Y Load Web Templates ee E Explorer Items to Migrate 1 item By Default Dockit Migrator uses the same web template as in source SharePoint to create SharePoint site in target Office 365 However the application allows you to change the web template of your choice For this you need to pick one from the dropdown box Note You may need to load all target web templates by clicking Load Web Templates button 406 List Migration Option 1 The List Migration Option page will appears as shown below Dockit Migrator Evaluation Version th My Jobs Job History SP list mi Select Files Migration Settings Source EG http planet vsslab local gbl x Target s https m365x938794 my sharepoint com personal meganb_m365x938794_onmicrosoft_com dn ee E Explorer Items to Migrate Specify List settings to use when migrating a List and its conten List Migration Option Merge List content Replace List if already exists Item Migration Ofion Migrate all versions O Migrate latest version only 1 item 2 Select anyone of the following options given below to specify the content to be migrated from the source sites 1 Merge list contents This option merge the list contents only with the following options 3 if the list already exists in the target location Replace list if it already exists This option replaces the list
407. ter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Windows Live Mail Windows Live Mail Choice field column in SharePoint Multi Value Example Final Result as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its value to be assigned to the Choice field column in SharePoint Live Mail Windows Photo Gallery In case multi value contain Windows Live Spaces Windows Live Spaces as part of its value you Mesh Windows Mesh Windows Azure can separate the values Azure Windows HPC Windows HPC using In case multi value contain Windows Windows Live Mail Windows Photo Gallery 315 Sample format of a CSV TEXT metadata file Note Refer Point 2 for the separator to be used in the metadata file Destination Path Name Title Issue Date Designation Department Action Attachment http sharepoint Shared Documents Sample Brochure doc Sample Brochure 11 06 2006 Director Senior Management Update C My Documents Sample Brochure doc C My Sales Sample Sales Template xls http sharepoint list Sales Lis
408. the Authentication type and user credentials to connect to the OneDrive URL using the options given below 3 Specify the Authentication Type a Windows b Forms c Cloud Identity d Federated Identity 4 Specify the user credentials 5 Specify the user context stored in the user profile OR Enter the user name in any ONE of the following formats DOMAIN NAME USER NAME UserName DomainName UserName and its corresponding password Dockit Migrator will initiate Windows authentication or Forms authentication depending on configuration in the OneDrive site 6 Click Connect button to proceed 7 Drag and Drop files from source OneDrive Left Pane to target OneDrive site Right Pane or Select content and Right click file share select Add to OneDrive 451 Dockit Migrator Evaluation Version YY My Jobs Job History home Select Files Migration Settings Finish EB Megan Bowen Q T RY Megan Bowen Documents gt Name Description Items Name Items ER Documents 42 items E Attachments ER Form Templates This library contains a O items E Contoso Electronics OG Style Library Use the style library t 5 items Private Info _ Annual Financial Repor o Audit of Small Business _ BrokenPipe jpg _J Business Card pdf J Contoso Patent Temple gt J Contoso Purchasing De J Contoso Purchasing Pe o Contoso Purchasing Pe Employee Health Accot Employee Travel 03 ee JE 2 European Expansion pp _ Fabri
409. ther migration tasks Dockit Migrator Evaluation Version a x My Jobs gt gt NewJob a Batch File Save as Template aus 7 z Column Mapping zas n Mocro Enu Map metadata properties to th Name Advanded Column Mapping 1 Column Mapping Z Overwrite if template already exists yoo Filter Conditions XE Name yy Item Version Status Xk Created Date Modified Date Title Destination Path Source Path Metadata File Column File DC E AN E lt 9 Once you save a template you can load from the saved templates to use in this task 321 10 Click to load available column mapping templates My Jobs gt gt NewJob ra Batch File Migration Settings Ey oF Column Mappi y 7 Filter Conditions El Item Version Status DE Dockit Migrator Evaluation Version Column Mapping Map metadata properties to th w Name XE Date Created w Date Modified Q Metadata File Column File 7 template s available ak a Created Available Templates Advanced Column Mapping 7 20 2018 5 58 46 PM sie Name Created de Name Created ps Name Created be Name Created de Name Created de Name Created Column Migration 7 20 2018 5 59 54 PM Custom Columns 7 20 2018 5 58 59 PM Metadata Column Mapping 7 20 2018 5 56 57 PM New Column Mapping 7 20 2018 5 55 45 PM Security Columns 7 20 2018 5 59 21 PM S
410. ties xX ev Post Migration Action a ch Renaming Rules OAND OR bt Performance Tuner Show more columns Show more columns 200 7 You can use mathematical operators such as gt gt etc to define your query Dockit Migrator Evaluation Version y My Jobs gt gt NewJob Select Files Migration Settings Finish Filter Conditions Migration Settings Specify import condition to be satisfied for folders and files to be migrated to SharePoint E Metadata Options Folder Level Filter Ys File Level Filter ra Column Mapping Migrate only if the condition is satisifed Migrate only if the condition is satisifed Folder Name File Properties a x Title File Properties X Domain Mapping e Conference Information Information User Mappin Aia pas OAND OR OAND OR es 3 Last Accessed Date File Properties X Keywords File Properties x Pad Permission Mapping 1 F J eywords P J lt gt x Like lt R Folder File Settings lean rof info gt AND OR AND OOR y Filter Conditions Title File Properties J x Date Modified File Properties x tie Site Sroperves ev Post Migration Action BS i Maan E ch Renaming Rules gt OAND OR 4 Performance Tuner lt gt ee Is Not Null Show more columns Show more columns 8 Complex queries can be constructed with the use of left right parenthesis and
411. tings Pat Column Mapping No File Level Filter 5 on Migrate only if the condition is satisfied Migrate only if the condition is satisfied 7 Filter Conditions 9 d 3 A Folder Name File Property R Item Version Status Specify import condition to be satisfied for folders and files to be updated in SharePoint Folder Level Filter Title File Property Show more columns De E AN Vv Show more columns You can specify migration conditions at two levels Folder Level Migrate the folders that satisfy the given migration filter List Item Level Migrate the files items that satisfy the given migration filter The available import conditions specified will be used to filter folders files that are uploaded to SharePoint 324 4 Specify condition to apply at the folder level For example you can Import folders when Folder Name Conference Information Dockit Migrator Evaluation Version MyJobs gt gt New Job Show more columns Batch File Migration Settings Finish ao Filter Conditions ane oo Migration Settings Specify import condition to be satisfied for folders and files to be updated in SharePoint 1 Column Mapping Folder Level Filter YES File Level Filter ie Y Fiter conditons Filter Conditions Migrate only if the condition is satisfied Migrate only if the condition is satisfied Folder Name File Property A Title File Property j E Item Version Status i be Conference Informati
412. tings file renaming rules activity logs and error logs are stored at any time after installing Dockit software To change the Application Data folder location perform the following steps given below 1 Select Product Activation option from Help menu 2 The Product Activation page appears as shown below Dockit Migrator Evaluation Version gt Migration Options gt mig p sippen m Usage Statistics Dockit Migrator wi Check for Updates Get help using Dockit Migrator Get the latest updates available for Dockit Migrator Di Tools Report a problem Let us know if you need help or how we can make Dockit Migrator better Product Version 12 0 0 0 Licensed To License Type 15 day Evaluation Copy License Description This software is meant solely for evaluation purposes only You can migrate up to a maximum of 5 GB data during the 15 day trial period whichever limit comes first Remaining Days 14 Remaining Data 5 GB Program Folder CAProgram Files Dockit Migrator Application Data CAUsers Public Documents Dockit12x Change Product Key Copyright 2018 Vyapin Software Systems Private Limited All rights reserved 3 Click Change button to change Application Data folder location of Dockit application The Browse For Folder location dialog will appear as shown below Select a folder from which files are to be extracted Desktop A OneDrive a adminuser1 E This PC
413. to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account Do not use multiple values unless the equivalent column defined in SharePoint can accept multiple values Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists User name AD Group name or SharePoint Group name can be given to this field The user Login Name domain username Display Name John Doe or E mail address someone example com can be used to denote a user account The values can be of single or multiple Multiple values should be separated with ae Dockit will search for the value in the site users list and assign the ID of the matching the user or group name to the People or Group column of the imported file only if the user or group name exists The http URL of any resource or picture can be given to this field Global Audience name Security Distribution Group name and SharePoint Group name can be given to this field Global Audience and Security VOYAGER Administrator BUILTIN Administrator Backup Owners someone example com John Doe VOYAGER User1 BUILTIN Administrators Guest Members Temps http sharepoint Shared Documents My Sample File doc http sharepoint Pictures ch art bmp
414. to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder Continent North America Country United States States Alaska Alaska Continent North America Country United States States Washington Co ntinent North America Country United States States California Continent North America Country United States States Alaska Washington California Alaska 289 Geolocation Task Outcome Related Items If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the corresponding managed metadata column Location co ordinates or name can be given to this field The co ordinates value must have latitude and longitude values separated by The latitude value must be between 90 and 90 and longitude value must be between 180 and 180 Text or Numeric value can be given to this field Do not use multiple values for this column type The http absolute URL of any list item including file within the site collection can be given to this field The values can be of single or multiple Multiple values should be separated by 30 60 New York United States Complete qa http sharepoint Document s Sample http sharepoint Documents Sample http sharepoint Lists Custo
415. to extract file properties that are specific to the file extension For example Dockit provides almost 30 properties for PDF file format alone Dockit enumerates folders and sub folders and generates metadata for all the files available underneath them 1 Select Metadata Extractor from Tools menu of Dockit main screen Dockit Migrator Evaluation Version x gt Migration Options Template Manager Metadata Collator m Usage Statistics Create a reusable templates for migration Export metadata for library list items to a file Enter a list or folder location URL along with the user credentials to proceed job Help Server Agent Test Tool Job Categories Box You can check the existence of Dockit Server Agent in the target SharePoint server using this tool by specifying a SharePoint site URL and a credential to connect To create color categories which is assigned to the migration job To edit a category select the category name and use the commands to the right Gg A Metadata Extractor Dockit Metadata Extractor tool allows you to capture metadata for all files summary and custom properties in the given source folder location 96 2 The Metadata Extractor page appears as shown below Dockit Migrator Evaluation Version gt Migration Options Tools gt gt Metadata Extractor Dockit Metadata Extractor tool allows you to capture metadata for all files summary and custom prop
416. ttings NTFS SharePoint FullControl v Full Control v Renaming Rules Change v Contribute v j X H Metadata Settings y Read v Reader v Change Column Mapping Change i Read User Group Mapping Read Permission Mapping Filter Condition Job Scheduler lt Z Map dependents too mx in 422 2 Target Permission Dockit Migrator automatically loads the list of target permissions from the connected site Dockit Migrator Evaluation Version My Jobs Job History doc Migration Select Files Migration Settings Finish ann cos 7 zsa Migration Settings Migration Settings Permission Mapping Load from Save as Clear all Cc File Settings NTFS SharePoint v v Renaming Rules Metadata Settings Column Mapping lt Domain Mapping gt User Group Mapping Permission Mapping Filter Condition esaa Bs i Job Scheduler X Z Map dependents too See the following sections for more information e User Mapping e Domain Mapping 423 Filter Conditions Dockit Migrator can migrate or upload folders and files to target SharePoint Online after they meet certain criteria Dockit Migrator will migrate folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties and file information created date modified date and file extension Use the steps outlined in this
417. ttp sharepoint technical documents folder1 folder2 folder3 Link Name The column Link Name is an optional column in the batch descriptor file created specifically to handle Link to a document content types in SharePoint Using this column you can provide the Document Name to create a link with the given name in the respective destination location Dockit enables this feature for Link to a document content type and its child content types only Path Destination Path Link URL Conte Manag Name nt er Type M filel a http vyapin proj Sample http www google Link to John spx ect Test doc com a Doe documents folder docum 1 ent M filel a http vyapin proj Microsof http www microso Extern John spx ect t ft com al URL Doe documents folder Corporat 1 sub1 ion 205 In the above examples the External URL content type is a derived child content type of Link to a document content type Since Dockit expects a file in the Path column to be available in the source location you must provide an existing file s path dummy file in the Path column Dockit does not import the dummy file during the import process In the above example the file M filel dummy is available in the specified location but will not be imported to the document library The field names should be followed separated by a delimiter character such as comma semi colon etc The delimiter cha
418. tus When assigning metadata to documents in SharePoint libraries Dockit can update the metadata in the latest version of the document with or without creating an additional version Please note the versioning results may vary depending on whether Dockit Server Agent component is installed in the target SharePoint server Please read the section below for more information 1 The File Version Status page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt New Job tas tt e gt 2 Select any one of the following versioning options read note below for more information Metadata File Migration Settings Finish File Version Status n TEE sus Migration Settings Sh Column Mapping 7 Filter Conditions If the file is checked out by either current user or other user i i Leave as is File Version Status D Overwrite current version Specify document status to be set while updating metadata value Versioning D Update metadata values in the last version without creating a new version Update metadata values and create new version D Check in and create new version Update metadata values and create new version Updates the metadata values for the existing documents and create new version s Update metadata values in the last version without creating a new version To update the metadata values for the existing documents in SharePoint without creating an
419. uch as Comma delimited CSV file Excel XLSX file to know how the columns should be arranged in an external metadata file 3 Click button to specify the external metadata file The metadata file can be any one of the following file formats Comma delimited CSV Microsoft Excel XLSX or Text file TXT 4 File selection dialog opens Drag and drop the metadata file from the explorer to the window or double click on the metadata file 219 5 6 7 8 9 The selected metadata file will automatically be extracted and its contents will be loaded in the window If you select a Microsoft Excel metadata file then select the sheet name to use from the dropdown Dockit Migrator Evaluation Version th My Jobs gt gt New Job Select Files Migration Settings Finish T Metadata Options HH sz Kiepie SEEDS Specify metadata file to update document properties in SharePoint Metadata Options i File Name C BATCH Sample DMS_Support_1 xlsx gt lt Kak elig g Sheet Name g se E Domain Mappin pog No of Column s 4 No of Row s 2 2 User Mapping Column s Y Path 7 Destination Path amp Permission Mapping V Created By Z Modified By R Folder File Settings gt V Select All yY Filter Conditions Date Format Use Default Time Format No time v ey Post Migration Action ch Renaming Rules bt Performance Tuner Vi es Click button if
420. umber of errors that occurred when processing the files folders Items processed Shows the number of items folders and files along with size that are transferred or uploaded to SharePoint at any given time instance Remaining Shows the total number of files folders including size that are yet to be transferred or uploaded to SharePoint at any given time instance Elapsed Time Shows the elapsed time from the instance the migration task started or commenced You can also use Dockit command line feature that allows you to instantiate a task from DOS command prompt any time after an import task has been created using Dockit s task wizard 5 Once the import task is complete a new entry will be added in Task History section where you can view the import activity performed when the task ran last 32 Run a Task on SharePoint Online Office 365 Migration Dockit Run Now feature allows the user to instantiate a task any time after the task has been created To run a Dockit import task 1 Select a task from Task List pane 2 Click Run Now from Home menu of Dockit main screen Dockit Migrator Evaluation Version My Jobs Job History New 2 Edit Eg Run x Delete Validate ag View Job Instance Run selected job Alt R SharePoint Online Jobs 2 Group by Search ij Job Name Description Created Date Modified Date 4 F2 m FS Explorer 1 Test eee 1 12 2018 5 35 55 PM 1 12 2018
421. ument ID for the migrated document as same as source document when Document ID Services feature is activated in both source and target SharePoint servers 248 Migration Settings To specify Migration Settings inputs to use for the task The Migration Settings page will appear as shown in the screen below ee a T Dockit Migrator Evaluation Version f MyJobs gt gt New Job g gt Credentials Items To Migrate Site List Elements O Mapping Template Column Mapping Domain Mapping User Mapping Permission Mapping lt z E ate Site List Template Mapping Performance Tuner Column Mapping Domain Mapping User Group Mappin Permission Mapping Site and List Template Mappin Click Next to proceed Finish 249 Column Mapping Dockit allows you to assign values from file properties or metadata properties to SharePoint columns by using Column Mapping option You can also assign metadata values by using Column Mapping Template for repeated use To create new column mapping select Column Mapping option A default page will appear as shown below Dockit Migrator Evaluation Version tt fey Metadata File Migration Settings Finish HH Migration Settings opi ee A amp E C lap metadata properties to the desired SharePoint columns E a Y Filter Conditions t Name Name R File Version Status Date Created s e Created Da
422. uments o 0 items J Dockit3651 0 2017 7 40 PM folder E Site Assets 1 items J Dockit Shar 2017 11 49 AM folder Site Pages 2 items Jb Dockitiox 2018 10 12 AM folder Jb Dockit11x 9 2018 6 42 PM folder J Dockitox 3 2016 3 18 PM folder J Governance 5 2017 3 38 PM folder J Hyper v 2014 12 06 PM folder J List Metada 8 2017 3 44 PM folder gt gt J NLib 2014 12 54 PM folder JL NTFS Securi 2015 11 55 AM folder a ReporterX V 2 2016 6 21 PM folder JL SPinsight 2015 11 01 AM folder J SPListx 0 2017 3 54 PM folder J XPlica6x 1 2017 6 51 PM folder a DockiTSche 2015 10 52 AM dl 131 000 KB g sampleExce 5 2014 2 05 PM xlsx 8 000 KB Explorer Batch File Items to Migrate If OneDrive personal site is not readily available for a user Dockit Migrator will automatically provision the site and migrate documents to it 374 Batch File Structure The following section gives you the guidelines to create a batch file xlsx for Import folders files and metadata to target Libraries The first row of the batch file should contain the following field names as headers The reserved headers used by Dockit Migrator in batch file are as follows Path The Path column should contain the path of the source document folder Destination Path The Destination Path column should contain the target location where the source gets moved New Folder The column New Folder is an optional column in the batch descriptor file Using th
423. umn F File Property 12 Click Next to proceed 225 Filter Conditions Dockit can migrate or upload folders and files to SharePoint after they meet certain criteria Dockit will import folders and files based on these filter conditions Filters can be created using metadata columns and values from external metadata file file properties include Office document properties and file information created date modified date and file extension Use the steps outlined in this section to define an import condition based on folder level and or file level property filters 1 The Filter Conditions page will appear as shown below Dockit Migrator Evaluation Version My Jobs gt gt NewJob g 1 Select Files Migration Settings Finish oo i Filter Conditions i SUISSE SD SETAE Specify import condition to be satisfied for folders and files to be migrated to SharePoint E Metadata Options Folder Level Filter 1o File Level Filter No 1 Column Mapping Migrate only if the condition is satisifed Migrate only if the condition is satisifed Folder Name File Properties x Title File Properties x Domain Mapping z o User Mappin pan Pping AND OR AND OR Pod Permission Mapping lt R Folder File Settings gt Y Filter Conditions ev Post Migration Action ch Renaming Rules dg Performance Tuner Show more columns Show more columns f 2 Select any one of the following options given below 3 The available import conditions s
424. up Mapping Domain Mapping Filter Conditions Job Scheduler Performance Tuner OO 06 Oo Oo Oo Oo 380 File Settings To specify the action to be taken by Dockit Migrator when a file with the same name already exists in the destination location 1 The File Settings step appears as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration s gt Select Files Migration Settings Finish HH Migration Settings 2 p A Migration Settings File Settings 5 File Settings Skip Replace Aa Renaming Rules D Create new file in the name Prepend lt File Name gt Append Metadata Settings Column Mapping Domain Mapping User Group Mapping Permission Mapping Filter Condition Job Scheduler DCM E AN CEET E 2 Select any one of the following options given below Skip Skips the file without overwriting Replace Deletes the file from the destination location along with its version history and imports the source file Create new file Creates a new file by appending and prepending the user defined characters with the source file name and imports the newly created file Note is the reserved character and denotes incremental index For example if a document named Sample docx already exists in the target location Dockit Migrator will create a new file with the name as Sample1 docx 3 Click on Renaming Rules or gt to proceed 381 Renaming Rule
425. urchasing Pe Contoso Purchasing Pe Employee Health Accot _ Employee Travel Q3 x _ European Expansion pp 7 Md lt lt lt a Io one Explorer Batch File Items to Md lt lt lt a Io 28 items 8 Click Items to Migrate on Right pane to check the list of items selected for migration also you can remove files by clicking the Red X 9 Specify Migration Settings 10 Click Save button to create the job or click lt button to navigate to previous page to change any job settings 11 After saving the job it will be listed on the Job Manager page You can click on to initiate the migration process 432 Batch File The following section gives you the guidelines to create a batch file for migrate folders files and metadata to target Libraries The first row of the batch file should contain the following field names as headers The reserved headers used by Dockit Migrator in batch file are as follows Source Path The Source Path column should contain the path of the source document folder Destination Path The Destination Path column should contain the target location where the source gets moved New Folder The column New Folder is an optional column in the batch descriptor file Using this column you can provide the relative path to be created in the respective destination location given under Destination Path column prior to importing the contents For instance please see the batch descriptor fil
426. value contain Windows Windows Live Mail Windows Photo Gallery 527 Sample format of a CSV TEXT metadata file Note Refer Point 2 for the separator to be used in the metadata file Path Modified Date Author Name Designation Department C My Documents Sample Brochure doc 11 06 2006 John Doe Director Senior Management C My Sales Sample Sales Template xlsx 11 24 2006 Jane Doe VP Sales Corporate Sales C My Sales Sample Product Demo ppt 09 09 1999 David Blake Sales Manager Consumer Sales 528 Metadata file structure The following section gives you the guidelines to create an external metadata file for Import folders files and metadata to SharePoint Libraries Explorer Mode and Import folders files and metadata to SharePoint Libraries Batch File Mode task type The first row of the metadata file is reserved for the headers and should contain the field names as headers In an import task data type of the columns must be the same across all libraries SharePoint columns that are read only will not be updated by Dockit The one of the fields headers in the metadata file should be named as Path as Path is reserved header to lookup the path of the document whose metadata to be updated The delimiter character used to separate the headers in the external metadata file should be same as Format string value avail
427. value format If the filter name contains colon in its name specify this value in FILTER filter name QUERY value where FILTER and QUERY are reserved words Dockit Migrator also automatically fills up the column values associated with the BDC BCS column during migration Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit Migrator will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit Migrator checks if the term set is open to creating new terms If yes Dockit Migrator creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit Migrator will search the specified term value If the filter name contains colon in its name use the following syntax FILTER Product Product ID QUERY Dockit FILTER ID Name QUERY 1000AX Migrator
428. values using Windows Live Spaces Mesh Windows Live Spaces Mesh In case single value contains as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The single value should not contain as part of its value to be assigned to the Choice field column in SharePoint Windows Live Mail Windows Live Mail as part of its value escape these characters by preceding them with a semicolon and separate the values using The delimiter is a reserved character pattern in the Choice field column The multi value should not contain as part of its value to be assigned to the Live Mail Windows Photo Gallery Multi Value Example Final Result In case multi value contain Windows Live Spaces Windows Live Spaces as part of its value you Mesh Windows Mesh Windows Azure can separate the values Azure Windows HPC Windows HPC using In case multi value contain Windows Windows Live Mail Windows Photo Gallery 535 Choice field column in SharePoint Sample format of a CSV TEXT metadata file Note Refer Point 2 for the separator to be used in the metadata file Path Modified Date Author Name Designation Dep
429. ve Mail Example Windows Live Spaces Mesh Windows Azure Windows HPC Windows Live Mail Windows Photo Gallery Final Result Windows Live Spaces Mesh Windows Live Mail Final Result Windows Live Spaces Mesh Windows Azure Windows HPC Windows Live Mail Windows Photo Gallery 352 Follow the steps given below to add metadata file for migration 1 Click to add the metadata file It will be shown below Dockit Migrator Evaluation Version 7 E MyJobs Job History doc Migration Migration Settings Finish Migration Settings Metadata File File Settings Home Share View t a Public Documents Dockitilx MetadataExtractor v Search MetadataExtractor Renaming Rules m ame ate modifie ype ize Fr Favourites E penae Typ 5i EE Desktop E SPLibrary 1 4 2018 3 26PM MicrosoftExcelW 9KB T Downloads S Recent places R fe T Metadata Settings 1 This PC Column Mapping T Desktop IF Documents T Downloads Domain Mapping I Music Pictures IB Videos User Group Mapping s Local Disk C a New Volume E Permission Mapping Filter Condition T d de Gi Network Y Job Scheduler litem 1 item selected 8 77 KB 353 2 Once the metadata file is loaded as shown below select the desired columns for migration Dockit Migrator Evaluation Version My Jobs Job History doc Migration
430. ve textboxes and finally click button to map Dockit allows you to enter either domain names or UPN suffixes under the text boxes For example research contoso onmicrosoft com etc 6 Note As for entering free texts multiple source domains can be entered separated by comma 128 7 Once you click button selected domains are mapped and the mapped data is displayed in the domain mapping pane as shown below DE MyJobs gt gt New Job HH Migration Settings Metadata Options ae Column Mapping Domain Mapping 2 User Mapping ke Permission Mapping lt R Folder File Settings Da Filter Conditions ev Post Migration Action ch Renaming Rules db Performance Tuner Dockit Migrator Evaluation Version Select Files Migration Settings Domain Mapping C Map source AD domain to its equivalent target SharePoint domain Cc a J HARVESTER 129 8 Once you finish mapping the domains you can click to save as new template This option enables you to save the configured domain mapping as templates for reuse in other migration tasks Dockit Migrator Evaluation Version My Jobs gt gt NewJob 5 Select Files Templ Domain Mapping Save as Template aan a i zaa SISTER ES HINES Map source AD domain to its Name Advanced Domain Mapping Metadata Options E P Z Overwrite if template already exists oe Column Mapping aae HARVESTER ORBIT Domain Mapping 2 User
431. ved By Line Count Permission Mapping Manager e e Note Count Page Count Paragraph Count r s Presentation Format Revision Number Shared Document Slide Count Template Filter Condition Thumbnail Total Edit Time Version Word Count File Name ai o amp Job Scheduler Migrate if the above condition is Satisfied Not satisfied f e ex A saa Bp 392 2 Add folder conditions in folder filter tab as shown as below Folder Filter Dockit Migrator Evaluation Version A Ag 7 E t Ji L J or vil i 4 gt amp de 4 My Jobs Job History doc Migration Select Files Migration Settings Finish Migration Settings od Q Metadata File Column Migration Settings gt Filter Condition Gy bed File Property File Settings File Folder Prope Operator Value Connector Renaming Rules Perty P Folder Name Metadata Settings Em Metadata File O File Property Column Mapping Containing Folder Date Created Date Modified Folder Name Containing Folder Name Domain Mapping User Group Mapping Permission Mapping Filter Condition Job Scheduler Migrate if the above condition is Satisfied Not satisfied 393 Performance Tuner To set percentage of Network bandwidth that Dockit Migrator can use during migration and number of files that can be uploaded concurrently to improve performance Dockit Migrator Evaluation Version My Jobs
432. want to create the top level folder only and ignore all its contents Note Folder Traversal option is not applicable for file 9 Click Next to proceed 189 Migration Settings To specify Migration Settings inputs to use for the task The Migration Settings page will appear as shown in the screen below f MyJobs gt gt New Job a Credentials Dockit Migrator Evaluation Version Select Files Migration Settings Metadata Options sh Column Mapping Domain Mapping Aih User Mapping lt 2 Permission Mapping Folder File Settings Y Filter Conditions ey Post Migration Action ch Renaming Rules H Performance Tuner DE Metadata Options Column Mapping Domain Mapping User Group Mapping Permission Mappin Folder File Settings Filter Conditions Post Migration Action Renaming Rules ee ON OT E GO i y oO Click Next to proceed Metadata Options Finish 190 To specify the external metadata file to use to assign document properties in SharePoint 1 The Metadata Options page will appear as shown below Dockit Migrator Evaluation Version te My Jobs gt gt New Job fey 2 Select Files Migration Settings ane Metadata Options nan nez Meeters Specify metadata file to update document properties in SharePoint Bj Metadata Options oe Column Mapping Ne Domain Mapping 2
433. web s 91 0 web s 4 I 0 web s 41 O web s 4 l 1 web s 22 O web s 81 O web s 7 I 1 web s 38 O web s 5 0 web s 4 I 4 web s 62 N wehfe 51 Description 114 9 Select the required library and click Proceed button Migration Options Tools gt gt Migration Planner m Usage Statistics Site Info 4 Tool Site Name ools Pluto Help Site URL http venus vsslab local i Exit Version 16 0 0 4306 Dockit Migrator Evaluation Version Select a site or list TBy Pluto gt Name z Columns Changed column types M Content and Structure Reports ER Content Lib E Control Character Library amp Copy Source amp Customized Reports DC Lib DC Lib07 Lr Deviopement R DL 6B Doc Lib E Document Library Documents documenttempl ER Drop Off Library I Extern List E Form Templates E te Items 2 item s 7 item s 10 item s 2 item s 3 item s 11 item s 9 item s 5 item s 5 item s 2011 item s 27 item s 19 item s 6 item s 2 item s 0 item s 0 item s 48 item s 1 itemfel Description a Use the reports list to customize the querie This Document library has the templates to Data Connection Library Data Connection Library After their properties are filled out files upl External List This library contains administrator approve v
434. when the BDC BCS column value match is found of the LOB record to the BDC BCS column in SharePoint Specify this value in filter name value format If the filter name contains colon in its name specify this value in FILTER filter name QUERY value where FILTER and QUERY are reserved words Dockit also automatically fills up the column values associated with the BDC BCS column during import Text or Number value can be given to this field Do not use multiple values unless defined in SharePoint to accept multiple values In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign the ID of the matching term value to the managed metadata column of the imported file only if the column value exists The term path should be separated with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term metadata file Dockit will label in the search the lt a href sites collaboration portal PublishingImages New sArticleImage jpg gt NewsArticleImage jpg lt a
435. with Note If the specified column value is unavailable in the term store Dockit checks if the term set is open to creating new terms If yes Dockit creates the new terms under the term path specified in the metadata file Otherwise the specified term will not be assigned for the specific file folder If you specify the term label in the metadata file Dockit will search the specified term value and assign the first matching term value for the lt a href sites collaboration portal PublishingImages New sArticleImage jpg gt NewsArticleImage jpg lt a gt It is lt b gt sample text lt b gt Company Name Vyapin ID 1000 Product Migrator Name Dockit If the filter name contains colon in its name use the following syntax FILTER Product Product ID QUERY Dockit FILTER ID Name QUERY 100 OAX Continent North America Country United States States Alaska Alaska 212 Managed Metadata Multiple Values Geolocation Task Outcome Related Items corresponding managed metadata column Text or Number values can be given to this field The values can be of single or multiple Multiple values should be separated with In this case you must specify the term label or synonyms of the term label or column value with full term path in the metadata file Dockit will search the specified value from the term set selected for the corresponding managed metadata column and assign
436. with the name as Sample1 docx Oo 3 Click on Renaming Rules or gt to proceed 342 Renaming Rules Dockit Migrator uses Regular Expressions technique which enables you to create generic renaming rules in order to specify the pattern for file name conventions in Renaming rules page The regular expressions technique is widely used in software where pattern matching is crucial Also this technique defines some of the operators amp j lt gt _ as reserved and have their own meaning in the pattern syntax If any of these operators are placed in your file name and you wish to replace with some other string you need to use backslash as an escape sequence character in Dockit Migrator Renaming Rules which will suppress its role and treat them as normal characters like A 1 Otherwise there is a chance to misinterpret your rule and hence the resultant file name may not be as expected The renaming rules page will appear as shown below Dockit Migrator Evaluation Version My Jobs Job History doc Migration e Select Files Migration Settings Finish as Migration Settings Migration Settings Renaming Rules File Settings File Folder a Find Replace Find Replace Renaming Rules r Metadata Settings Files Files_ Column Mapping Domain Mapping User Group Mapping Permission Mapping Filter Condition Truncate file name max length including file exten
437. wo in the full path Returns the date value 21 from the date Returns the month value in MMM format from the date Returns the year value in YY format from the given date Returns the time value from the given date 489 GetDateDiff Created Date fileproperty Date Field metadatafile mou Concatenate Title FileProperty Name MetadataFile If Title fileproperty StartsWith F ileShare File Folder Split Name fileproperty _ 2 GetString Title metadatafile w 4 09 21 1990 09 21 1989 Conten t Type FileShare Document Dockit_UserMa nual_ 2012 test case 366 Type Conte nt File UserM anual test Returns the differenc e between two date values Joins several texts into one string If the condition is TRUE it returns the True part string value Splits the given string based on the split characte r _ and returns the value from the seco nd part occurren ce Returns the string value that matches with the regular expressi on pattern 490 Rename Documents in File System SharePoint does not permit certain characters in folder and file names Dockit provides the ability to rename invalid character s to valid character s using Folder amp File Renaming Rules thereby eliminating the tedious step of renaming the source folders files Dockit also allows you to truncate replace s
438. ws scheduled task click Schedule Your Task button Dockit will create a schedule task in the Windows Scheduled Tasks with the given settings 230 Dockit Migrator Evaluation Version x My Jobs gt gt New Job Select Files Source Task Name Authentication Windows v Gegor Blank VSSLAB michae sae UserName VSSLAB michael Description Password eeecccccccsccsece Se Ges O Prompt me for user credentials when the task runs Run Now Would you like to schedule your task ys Schedule Settings runs VSLAB michal Schedule Daily Y Start Time 0442PM Eq Schedule Task Daily lt Every 10 Day s Dockit will store the user credential to connect to SharePoint in the Microsoft Windows Stored User Names and Passwords Credential Manager applet for security reasons The stored user profile is tied to the user context currently logged on user account in which the profile is created Hence you will not be allowed to change the scheduled Run As user context for the export task 4 Click OK button to proceed or click Cancel to discard changes 5 After creating schedule task Click Finish button to run the task 231 SharePoint Migration Explorer mode SharePoint location Items to migrate Site List elements to migrate Migration Settings Task Schedule Settings Batch file mode Batch File Options Site List elements to migrate Migration Settings Task Sch
439. y lt gt 8 10 2018 fis AND OR AND OR Folder Name File Property OAND OR Show more columns Show more columns 301 7 You can use mathematical operators such as gt gt etc to define your query Dockit Migrator Evaluation Version My Jobs gt gt NewJob ts Is Not Null Show more columns Show more columns Metadata File Migration Settings Finish o wee P Filter Conditions ane 1 Migationsetngs Specify import condition to be satisfied for folders and files to be updated in SharePoint AR Column Mapping Folder Level Filter ves File Level Filter vs s S ror Migrate only if the condition is satisfied Migrate only if the condition is satisfied Filter Conditions Folder Name File Property i Title File Property se R File Version Status i Conference Information Information O AND OR O AND OR Last Accessed Date File Property X Title File Property X lt gt gi lt 8 10 2018 kall gt e O AND OR O AND OR Folder Name File Property x lt gt Like Starts With Ends With Is Null 8 Complex queries can be constructed with the use of left right parenthesis and and logical operators AND and OR 9 Click Next to proceed 302 Task Schedule Settings To specify the task name and schedule settings for the Dockit i
440. y Value Count e Property Value File Metadata property or enter free text in double quotes e Count Number of characters RTrim Removes the specified number of characters from the end of the string Syntax RTrim Property Value Count e Property Value File Metadata property or enter free text in double quotes e Count Number of characters LTrim Removes the specified number of characters from the start of the string Syntax LTrim Property Value Count e Property Value File Metadata property or enter free text in double quotes e Count Number of characters 484 GetFolderName Returns the folder name at a specified hierarchical level from the complete folder path Syntax GetFolderName Property Value Level e Property Value File Metadata property or enter free text in double quotes e Level Hierarchical level of the folder name to return GetDay Returns the day value of the given date Syntax GetDay Date value e Date Value File Metadata property or enter free text in double quotes Note Now free text is used to set a current date and time GetMonth Returns the month value of the given date Syntax GetMonth Date value Format e Date Value File Metadata property or enter free text in double quotes Note Now free text is used to set a current date and time e Format Month format to extract MM MMM MMMM GetYear Returns the year value of the given date Syntax
441. y Post Migration Action Containing Folder Containing Folder Function Builder Name ch Renaming Rules amp Performance Tuner gt Metadata File Column File Property fi Foy 2 P lt R 478 2 The Function Builder Dialog will appear as shown below 3 Enter a character in a textbox If a character or substring starts with the built in function name suggestion list will appear as shown below 479 4 Select a function name from the list and press Enter key or Double Click to add the selected function to the function builder NOTE You can also add the built in function to the function builder by click Insert button and select a function in the function list 5 To add a file property or column in the metadata file as a parameter to the function Enter a double quotes followed by character or sub string of a property If the character starts with file property name or metadata file column name then suggestion list will appear as shown below Title FileProperty Template FilePrope Thumbnail FileProp Total Edit Time File 480 6 7 8 Select a property name and press Enter key or Double Click to add as a parameter for the function Template FilePrope Thumbnail FileProp Total Edit Time File Left Title FileProperty 3 Concatenate Left Title FileProperty 3 Right Name FileProperty GetDay Created Date FileProperty x
442. you to load the list of domains available with the network and it appears in both source and target items as shown below Dockit Migrator Evaluation Version 7 E MyJobs Job History home Select Files Migration Settings Finish zas Migration Si ase Migration Settings Migration Settings Domain Mapping Load from Save as Cc ay Domain Mapping Source Target HARVESTER v https m365x93874 sharepoint com A User Group Mapping ORBIT v https m365x93874 sharepoint com Job Scheduler X Performance Tuner CCM E Select appropriate source domain from the domain list and enter the corresponding target domain name to create domain mapping Dockit Migrator allows you to enter either domain names or UPN suffixes under the text boxes For example research vyapin onmicrosoft com etc 443 User Mapping Dockit Migrator uses user group mapping to replace the unavailable users groups with valid new OneDrive users groups when assigning user groups or permissions for the folder document during content migration from OneDrive environment to OneDrive You can use this mapping for all Person or Group fields in OneDrive 1 Source User Dockit Migrator automatically loads the list of target users group from the source OneDrive site Dockit Migrator Evaluation Version My Jobs Job History home Select Files Migration Settings Finish s A sae Mapica senna Migration Settings User Group Mapping Load
443. you want to see the contents of selected metadata file in the associated native application If you want use the batch file as input for Metadata Options page select Use batch file as external metadata file checkbox Use batch file as metadata external file option will be available in Batch File Mode only For more information about how to create external metadata file click here 10 Select the desired columns for which you wish to assign metadata 11 If you want to replace with a different metadata file click x button and select the new metadata file as before 12 If any of the selected columns contains date and time values specify Date and Time format to parse the date values The default value is the current system settings 220 13 Click Next to proceed 221 Column Mapping 1 Dockit allows you to assign values from file properties or metadata properties to SharePoint columns by using Column Mapping option 2 You can also assign metadata values by using Column Mapping Template for repeated use 3 To create new column mapping select Column Mapping option A default page will appear as shown below Dockit Migrator Evaluation Version th My Jobs gt gt New Job fc 2 2 Metadata File Migration Settings Finish tf MIgeRan Santis PESE to the desired SharePoint columns amp E C E a Y Filter Conditions XE Name Name R File Version Status Date Created eeo Created
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