Export SharePoint Sites

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1 Export SharePoint Sites Export SharePoint Sites wizard is designed to assist with exporting SharePoint sites to a specified PWA. To start the wizard click File Export Export SharePoint Sites. Step 1 - Load Sites list Specify the Root Site URL of the target PWA, login credentials on this step. SharePoint sites to upload must be present in the current workspace, if they were downloaded with the Save each site into separate workspace file setting turned OFF. User account that is used by FluentBooks when migrating SharePoint content should have Site Collection Administrator rights.

2 2017/12/01 18:18 2/15 Export SharePoint Sites If user account does not have Site Collection Administrator rights, then FluentBooks will not be able to create a new Site. Existing Site might be updated successfully, but it is strongly recommended to use user account with Site Collection Administrator rights to avoid unexpected issues. Sites hierarchy loading optimization : check this checkbox to optimize the loading of sites hierarchy, this setting allows to create multiple download threads to speed up the process. Fix Excel and ODC file connections: check this checkbox to process Excel Reports and ODC files during import and to update Data Source URLs from the source PWA URL to the target PWA URL. Migrate Created and Modified field data : check this checkbox to migrate the values of the Created and Modified fields. Migrate Master Pages : when this checkbox is checked, Fluentbooks will attempt to migrate contents of sites home.aspx page. Overwrite Items when this checkbox is checked, FluentBooks will overwrite the existing items/documents in the lists and libraries. If the checkbox is not selected, FluentBooks will skip those items/documents. Users Mapping this setting allows to map source and target accounts. If this setting is turned ON, then on step 3 of the wizard FluentBooks will load accounts from imported sites and from the target PWA, and will attempt to map them automatically. If the checkbox is unchecked, then the Step 3 Account Mapping will be skipped. Load sites from separate workspace file - turn this setting ON if you downloaded SharePoint sites with Save each site into separate workspace file turned ON. In the Folder field specify the path to the folder that contains workspaces with site (same folder as during SharePoint sites download). Leave the Load sites from separate workspace file setting turned OFF, if you downloaded SharePoint sites with Save each site into separate workspace file turned OFF, in this case SharePoint sites will be uploaded from the current workspace. If sites were saved into separate workspace files, account mapping will not be available during the export. Printed on 2017/12/01 18:18

3 Click Next to go to next step. Step 2 - Select Sites data Select the SharePoint Sites data to be exported to the target PWA by checking the check-boxes next to the elements.

4 2017/12/01 18:18 4/15 Export SharePoint Sites All, None and By filter options can be used to bulk check and uncheck the data checkboxes. By filter option allows to bulk check\uncheck following options for lists and documents: Columns, Content Types, Forms, Views, Import/Export Items, Event Receivers, Folders. Additionally, you can bulk check/uncheck Features, Site Columns, Workflows, Navigation, Groups, Web Properties, Content Types, Solutions, Look and feel, Welcome page. Check apply to selected sites only in order to set or clear selected options and entities for selected site only. Once you have checked all required options and entities, click Set to check checkboxes or click Clear to uncheck checkboxes for all required options and entities. Printed on 2017/12/01 18:18

5 Click Next after all necessary data is selected. If Resource Mapping is turned OFF Sites Upload will begin right after you click Next on Step 2 of the wizard. Step 3 - Account Mapping If User Mapping checkbox was unchecked on the Step 1 of the wizard, then this step will be skipped. FluentBooks will load accounts from the source PWA.

6 2017/12/01 18:18 6/15 Export SharePoint Sites Save - you can use this option to save the mapping results for future migrations. The file will be saved in XLSX extension. Load - in case you have previously saved user mapping file, choose this option to load it. FluentBooks provides two ways to map accounts. 1) Accounts Mapping by Rule This option allows to perform bulk update of the target accounts and to set either Target domain or Target Office 365 tenant login type for all target accounts at one go. Click the Accounts Mapping by Rule button, select either of the rules and provide the domain or Office 365 tenant. Preview section will show how the accounts will look like after the rule is applied. Printed on 2017/12/01 18:18

7 Click OK to apply the selected rule. 2) Auto Map If you choose this option FluentBooks will load the target users and attempt to map them automatically by names. Update the mapping if needed. Target account can be edited manually, to do this double-click the target account name, and it will become editable, click Enter key to confirm the changes. If there is no corresponding user on the target PWA, then the line with such user will be left blank.

8 2017/12/01 18:18 8/15 Export SharePoint Sites Click Next after you finished user mapping to proceed with sites upload. Step 4 - Upload Sites Check that the correct URLs and Site Templates are shown. Change the URL and the Site Template if necessary. If some sites already exist on the target PWA, FluentBooks will export only missing elements and update those elements which differ from the source elements. Nothing will be deleted. To update the site URL, click on the current URL, update as necessary and click the Update button. Printed on 2017/12/01 18:18

9 To update the Site Template, click on the current template, find a new template in the list (note, that only templates that exist on the target PWA are available in the list) and double-click on this template to apply it.

10 2017/12/01 18:18 10/15 Export SharePoint Sites Resolve Site Templates by EPTs option allows to set a site template according to the EPT on the target PWA. FluentBooks stores the information about the site's project in the workspace, as well as the information about EPT of this project. If you click the Resolve Site Templates by EPTs, FluentBooks will check the site templates specified for EPTs on the target PWA and will set these site templates for the sites that are being exported. Printed on 2017/12/01 18:18

11 Click Ctrl+H to use the Find and Replace feature.

12 2017/12/01 18:18 12/15 Export SharePoint Sites Click Next after all URLs and Site Templates are correct. Printed on 2017/12/01 18:18

13 Allow the wizard some time to upload SharePoint Sites data, Log option allows to view the log records in the real time during the upload process.

14 2017/12/01 18:18 14/15 Export SharePoint Sites Step 5 - Finish Upload Summary displayed after the export process is finished will show the SharePoint Sites that were exported to the target PWA. Click Finish to close the wizard. Printed on 2017/12/01 18:18

15 From: - FluentPro Help Permanent link: Last update: 2017/07/24 12:06

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