2.3.3. Upload To SharePoint

The SharePoint upload utility allows you to upload exported Notes data from a staging folder to a SharePoint library or a SharePoint list in three easy steps.

The utility launches automatically after a database export is completed from the SharePoint archiving page, and you can also launch it manually by using the Upload existing archive link on the Sharepoint archiving page:





Below are the instructions for uploading the Notes data from a staging folder into a SharePoint Library or a SharePoint list.

STEP 1

When the SharePoint upload utility launches, click on the Select source folder link to select the staging folder where you had exported your Notes data.

After the staging folder is selected, the utility will automatically list all of the archive folders found in it. 

Select the archive folder you wish to upload to SharePoint and click Next:




STEP 2

In Step 2, click Add a new site to create a new SharePoint library connection. 

The connection settings popup now appears  where you can enter your SharePoint site URL and test the connection. 





If the connection is established successfully, click Save Settings so you can re-use the settings for your future uploads:

Note: Use the Authentication type to change the authentication method if needed:




With the connection saved, select the Document library option under library type, and select the SharePoint folder where the data will be imported:






If you're moving your data into a SharePoint list, then select the List (metadata and attachments only) option under library type, and then select the appropriate SharePoint list. When you're finished, click Next:





STEP 3

In Step 3, you can review and update the SharePoint field mappings, and select the upload settings:




Here is a description of the upload settings:

  • Shorten Notes canonical name to common name: "CN=Mary Tsen/OU=Illustration/O=Acme" becomes "Mary Tsen"
  • Publish documents after upload (Check-In): Documents will be published after upload (if unchecked, the uploaded documents will be saved as drafts)
  • Overwrite existing documents: Documents with the same PDF file name will be overwritten

When you're ready, click Start Upload to begin uploading your documents. During the upload, the upload progress information will be shown in the popup window:




After the upload is completed, a confirmation message will be shown, and you can now open your SharePoint library (or list) and verify that all the data has been imported successfully:



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