Handling duplicate records

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 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 Foundation 2013 to activate this feature.

1. The Handling duplicate records step appears as shown below:

 

2

The Reference Column indicates the metadata column that you have chosen in 'Batch Import Settings' step.

3.

Select any one of the following Version Option:

  1. 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.
  2. Import as new version - To update the existing list items in SharePoint. This option requires a Reference Column to be set.
  3. 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.
  4. Import list item by overwriting last version of the item - To update the existing list items in SharePoint, but not to create any 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:

  1. Leave as is - Skip the list item.
  2. Overwrite current version - Undo Checkout the list item and add the updated list item as new version.
  3. Check-in item & 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:

  1. Check-in comments not required - No comments will be updated.
  2. 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:
  • <user name> -  Replaces this identifier with the current user who performs Dockit update. For example, List item was updated by <user name>.
  • <task name> - Replaces this identifier with the current Dockit import task name. For example, List item was updated using <task name> in Dockit.
  1. Assign from batch file - You can also assign the check-in comments by selecting a field from the batch file.

6.

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 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:

  • All SharePoint 2007 list types with Content Approval enabled or disabled
  • SharePoint 2010 / SharePoint 2013 lists that have Content Approval enabled in Versioning Settings

In SharePoint 2010 / SharePoint 2013 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, the list item version numbers may not be retained as expected when using this import option.

7.

Click Next to proceed.