Vyapin Software Systems
 
 
 
 
     
 
Document Import Kit for SharePoint 2010 / 2007 (DocKIT)
Version 4.0

Last Updated: June 2, 2010

  

Frequently Asked Questions

  1. Can DocKIT be installed and run from a client computer (workstation)?
  2. Can I connect to a remote SharePoint server using DocKIT?
  3. Does DocKIT support a batch file for import instead of setting up the import task through the user interface?
  4. How does DocKIT handle document versions?
  5. Does DocKIT propagate Custom Metadata Properties defined in documents?
  6. Can I import documents and folders to multiple libraries?
  7. How does DocKIT associate the external metadata to the documents that are imported to SharePoint?
  8. What types of columns cannot be included in the metadata?
  9. What are the precautions to take while migrating documents to SharePoint using DocKIT?
  10. The application error log file DocKITErrorLog.txt in the DocKIT application path is gradually increasing in size. Can I delete it?
  11. Does DocKIT propagate the current NTFS permissions in my source folders and files to Microsoft SharePoint Server 2010 / Microsoft SharePoint Foundation 2010 / MOSS 2007 / WSS v3.0?
  12. What is the required structure for the metadata file?
  13. Can DocKIT import Created Date and Last Modified Date fields of folder and/or files to SharePoint?
  14. Can DocKIT import Created By and Modified By fields of folders and/or files to SharePoint?
  15. Does DocKIT support Content Approval feature to be assigned for folders and files after importing to the SharePoint library?
  16. What permissions are required in SharePoint for DocKIT to import documents to a library?
  17. Can DocKIT import tasks be invoked from the command line or scheduled?
  18. Does DocKIT for SharePoint 2010 / 2007 support Windows Server 2008 / Windows Server 2003 64-bit platform? 
  19. Does DocKIT for SharePoint 2010 / 2007 support 'Audience Targeting' available in Microsoft SharePoint Server 2010 / MOSS 2007?
  20. Can I rename the documents that are already loaded in SharePoint library using DocKIT?
  21. What are the authentication methods that DocKIT supports?
  22. Can I use FQDN based user credential in DocKIT?

1.

Can DocKIT be installed and run from a client computer (workstation)?

Yes, DocKIT can be installed and run from a Windows 7/Vista/XP client computer (desktop / workstation) with .NET Framework 2.0 or later.

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2.

Can I connect to a remote SharePoint server within my local network using DocKIT?

Yes, you can connect to a remote Microsoft SharePoint Server 2010 / Microsoft SharePoint Foundation 2010 / MOSS 2007 / WSS v3.0 server within your local network by specifying the required user credentials to connect to the remote SharePoint server.

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3.

Does DocKIT support a batch file for import instead of setting up the import task through the user interface?

Yes, the current version of DocKIT supports batch import of documents using a batch descriptor file. You can create a task of Import documents from a batch descriptor file option and specify the import task settings to run in an interactive session or scheduled task.

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4.

How does DocKIT handle document versions?

DocKIT provides options to handle the condition where a document with the same name already exists in SharePoint, as the one presently imported to SharePoint. You can specify whether to overwrite the existing document in SharePoint, retain existing version and update the latest version or to leave the document as-is in SharePoint.

If you select the 'Overwrite' option, DocKIT deletes the document in SharePoint (along with its version history) and imports the new document. If you select the 'Create New Version' option, DocKIT retains existing document versions in SharePoint and updates the document as the latest version.

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5.

Does DocKIT propagate custom document properties defined in documents?

DocKIT imports the file properties seen in the 'Summary' tab of file properties in Windows Explorer, namely - Subject, Author, Category, Keywords, and Comments for all documents, except image files such as JPG, GIF etc. For MS-Office documents (Word, Excel, PowerPoint), 'Title', 'Manager', 'Company', 'Application Name', 'Word Count', 'Slide Count' etc. file properties can also be imported using DocKIT. The custom Microsoft Office document properties (available in Custom tab in document Properties screen) will be automatically propagated to SharePoint library automatically, when a column with same name exists in the SharePoint library.

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6.

Can I import documents and folders to multiple libraries?

Yes. DocKIT allows you to import folders/documents to multiple libraries in a single import session. You can do so by using the batch file task option or use the explorer like UI to drag-and-drop documents into multiple libraries along with associated document metadata.

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7.

How does DocKIT associate the external metadata to the documents that are imported to SharePoint?

The field names that are specified in the HEADER of the external metadata file will be used to match the column names in the SharePoint library. DocKIT will assign the respective columns values specified for each document in the external metadata file to the respective documents in the SharePoint library. You must ensure that the field names in the metadata file and the SharePoint column names in the corresponding SharePoint library exactly match to ensure that the respective metadata values are assigned to the documents.

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8.

What types of columns cannot be included in the metadata?

DocKIT will not update System defined, Read-only and Computed columns in a document / picture library.

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9.

What are the precautions to take while migrating documents to SharePoint using DocKIT?

  • Ensure the network traffic is minimal while copying documents / files from remote shares on the network.

  • Avoid running any other applications in the background during the migration process.

  • Temporarily disable any anti-virus software that may be running during the migration operation (as necessary).

  • Good hardware configuration.

  • Run the document migration tasks during off-peak usage of SharePoint environment (if already in operation).

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10.

The application error log file DocKITErrorLog.txt in the DocKIT application path is gradually increasing in size. Can I delete it?

Yes, you may delete this error log file. DocKIT generates an error log file in the Log folder in the common application data path (<Application Data Folder>\DocKIT4x). The error log file tends to increase in size over a period of time especially if the application meets with frequent error conditions. The application does an "append" to the error log each time it runs. This is required for diagnostic purposes during trouble shooting. You may delete the error log file periodically. For each import task, DocKIT creates a task folder (same name as task name) and the error log file is stored in the respective task folder. You can use DocKIT's cleanup utility periodically to maintain the task files.

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11.

Does DocKIT propagate the current NTFS permissions in my source folders and files to Microsoft SharePoint Server 2010 / Microsoft SharePoint Foundation 2010 / MOSS 2007 / WSS v3.0?

No, the current version of DocKIT does not propagate NTFS permissions to SharePoint. However, we plan to include this feature in the next major release of the software.

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12.

What is the required structure for the metadata file?

Refer to the relevant sections in the application help document for more information.

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13.

Can DocKIT import Created Date and Last Modified Date fields of folder and/or files to SharePoint?

DocKIT propagates the Created Date and Last Modified Date fields from original Source (file system or summary properties) to the respective date fields for folders and/or files in SharePoint. Please note that DocKIT Web Services must be installed to activate this feature (Refer System Requirements). Also, please ensure the user name specified in SharePoint Login dialog / user account specified in the Run As parameter in the scheduled task is a:

  • Member of administrators group in the local server and remote SQL Server (or)

  • Application pool user account (or)

  • Owner of the site where the destination library resides

Apart from the file system date fields, DocKIT allows users to assign 'Date Created', 'Date Last Printed', 'Date Last Saved' in MS-Office documents to be assigned to the system date fields in SharePoint (namely, Created Date and Modified Date).

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14.

Can DocKIT import Created By and Modified By fields of folders and/or files to SharePoint?

DocKIT propagates the Created By and Modified By fields from original source document (namely, Author, Manager & Last Saved By) or any other user column specified in the external metadata file to the respective user fields for folders and/or files in SharePoint. Please note that DocKIT Web Services must be installed to activate this feature (Refer System Requirements). Also, please ensure the user name specified in SharePoint Login dialog / user account specified in the Run As parameter in the scheduled task is a:

  • Member of administrators group in the local server and remote SQL Server (or)

  • Application pool user account (or)

  • Owner of the site where the destination library resides

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15.

Does DocKIT support Content Approval Status to be assigned for folders and files after importing them to a SharePoint library?

Yes, DocKIT will be able to set the content approval status and related comments to the folders and files after importing them to a SharePoint library. DocKIT enables you to specify the approval status from any one of the sources such as external metadata file, custom property of the file and specific approval status (say Draft, Pending and Approved).

Please note that DocKIT Web Services must be installed to activate this feature (Refer System Requirements). Also, please ensure the user name specified in SharePoint Login dialog / user account specified in the Run As parameter in the scheduled task is a:

  • Member of administrators group in the local server and remote SQL Server (or)

  • Application pool user account (or)

  • Owner of the site where the destination library resides

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16.

What permissions are required in SharePoint for DocKIT to import documents to a library?

  1. The following permissions must be enabled at the web application level:

    • Site Permissions - View Pages, Use Remote Interfaces, Open

    • List Permissions - Override Check Out, Add Items, Edit Items, Delete Items , View Items   

  2. For the import task to run as expected, the given user credential must have at least View, Add, Update and Delete permissions in the destination library.

  3. For DocKIT to perform a cancel checkout operation on a document which is currently checked out by another user, Override Check Out must be enabled in the List Permissions. Also, the user performing the import process must have Full Control in the destination library.

  4. For updating System Dates (Created Date and Last Modified Date), System Users (Created By and Modified By) and Content Approval (Approved, Pending and Draft) of folders / files from original source to the respective columns in SharePoint, the user name specified in SharePoint login dialog / user account specified in the Run As parameter in the scheduled task should be:

    • Member of administrators group in the local server and remote SQL Server (or)

    • Application pool user account (or)

    • Owner of the site where the destination library resides

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17.

Can DocKIT import tasks be invoked from the command line or scheduled? 

Yes, you can invoke import tasks created in DocKIT application using the import task wizard from either the DOS command prompt or Windows Task Scheduler. Please refer to the relevant sections in the application help document for more information.

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18.

Does DocKIT for SharePoint 2010 / 2007 support Windows Server 2008 / Windows Server 2003 64-bit platform?

Yes, DocKIT supports both Windows Server 2008 / 2003 (32-bit and 64-bit) platforms. Please note that you can use same setup file to install DocKIT client application for both architectures (32-bit or 64-bit platform), whereas DocKIT Web Services component have separate setup files for the respective architecture. Please refer INSTALLATION INSTRUCTIONS.TXT available in the downloaded zip file for more information.

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19.

Does DocKIT for SharePoint 2010 / 2007 support 'Audience Targeting' available in Microsoft SharePoint Server 2010 and MOSS 2007?

Yes, DocKIT seamlessly supports 'Audience Targeting' feature available in Microsoft SharePoint Server 2010 and Microsoft Office SharePoint Server 2007. A file / folder can be assigned respective target audiences belonging to any of the following categories:

  • Global Audiences group

  • Security / Distribution group

  • SharePoint group

You can provide the respective audience values (that belong to the above listed categories) separated with ';' in the external metadata file in order to assign them in 'Target Audiences' field of the respective document / folder in a SharePoint library. Please note that DocKIT expects DocKIT Web Services component to be installed in the destination SharePoint server (Microsoft SharePoint Server 2010 / MOSS 2007) in order to set the values that belong either to Global Audience group or Security / Distribution group.

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20.

Does DocKIT for SharePoint 2010 / 2007 support 'Audience Targeting' available in MOSS and Microsoft SharePoint Server 2010?

Yes. Refer to the relevant sections in the application help document for more information.

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21.

What are the authentication methods that DocKIT supports?

The current version of DocKIT supports Windows authentication and Forms authentication methods only. DocKIT will automatically detect the configured authentication in destination SharePoint site and connect it by initiating respective authorization process against SharePoint site.

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22.

Can I use FQDN based user credential in DocKIT?

.

Yes, DocKIT supports both NetBIOS conventions and FQDN conventions to connect to SharePoint site.

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Highlights

Pre-Migration Validation Tool

Rule-based conditional migration

Supports multiple document versions

Propagate Created Date & Last Modified Date fields

Supports Created By and Modified By User fields

Powerful migration task management

Post Migration reporting

 

  

Customer Speak
 

DocKIT application proved extremely useful for importing large numbers of files and folders quickly and easily into SharePoint. Previously, we were having to import files individually, but through using DocKIT we were able to deal with huge directories in a fraction of the time that it would have taken. An excellent tool, really glad we found it.
- Guildford Borough Council, UK
 

"I found DocKIT product through SharePoint.com and found it extremely useful. We used DocKIT to import hundreds of documents into SPS. DocKIT saved us the upload time, and more importantly, made the information available in a timely fashion." 
- iFormation Group, USA

 
 
 
 
 

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