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:

1.

In Dockit Migrator application, create a task by clicking Explorer mode  from File Share migration option in New Job page as shown below.

 

Note: You can also use Batch File Mode option from File share to SharePoint Migration  to create folders as new document sets from remote computer. In this section, we will discuss using the Explorer Mode option from File share to SharePoint Migration  import task option to describe how to use Dockit Task Wizard to create folders as new document sets in SharePoint.

2.

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. 

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:

  • 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

in order to create the document set.

 

3. In 'Items to import' step, select and add the desired folders which you want to create as document set in SharePoint library.
4.

Proceed with steps provided in Dockit Task Wizard.

5.

In Mapping Templates step, click Manage Templates... button to create a template with the content type to create new document sets. Then the templates dialog will appear as shown below:



6.

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:

  1. 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 exist, Dockit will create the folders and will assigned the default content type of the library for folders.
  2. 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.
7. Click Next and proceed the subsequent steps.