Import Document Versions 

Dockit has been designed to enable users to import multiple file versions of documents available in the source folders. It also has the provision to rename documents and import document versions using Folder & File Renaming Rules, thereby eliminating the tedious step of renaming the source folders / files prior to import.

Dockit also allows you to truncate / replace some valid character(s) in folder and/or file names using the Folder & File Renaming Rules. This feature helps you in avoiding certain unwanted string characters (e.g., file suffixes) that are in the source folder / file names to be part of the folder / file name in SharePoint library.

Importing document versions from version folders

a) Explorer Mode Option:

Follow the steps in the Explorer Mode ( Fileshare to SharePoint Migration ) Option task wizard. The relevant section for importing file versions has been described below:

The selected folders and files added for import will be displayed in the Items added for import grid. Dockit processes the top-level folders and files added for import in the order in which it appears in the Items added for import grid. The import process order can be changed by the navigation buttons available in the right side of the grid. You may use this order sequence feature appropriately, when you have to import different file versions (with the same name) in the specified sequence. This feature is extremely powerful when you have different file versions organized in version folder names.

For example, let us say, you have different versions of files organized in the folder structure named as - C:\My Documents\Sales Proposals\version1, C:\My Documents\Sales Proposals\version2, C:\My Documents\Sales Proposals\version3 etc. You can add the folders version1, version2, version3 etc. to the destination location in this intended order or use the navigation buttons to the right of the grid to order them. Dockit will automatically process the added folders / files in the order in which it appears in the grid. Select Create new version option in the File Settings wizard step to handle file versions correctly.

b) Batch File Mode Option:

Follow the steps in Batch file Mode ( Fileshare to SharePoint Migration ) option task wizard. The relevant section for importing file versions has been described below:

Dockit processes the entries in the batch descriptor file in the exact same sequence it appears in the file. You can specify the version folders in the batch file in the same sequence it needs to be imported in order to achieve the desired results in SharePoint.

For example, let us say, you have different versions of files organized in the folder structure named as - C:\My Documents\Sales Proposals\version1, C:\My Documents\Sales Proposals\version2, C:\My Documents\Sales Proposals\version3 etc. You can create a batch descriptor file as follows to import the file versions correctly:

"Path","Destination Path"
"C:\My Documents\Sales Proposals\version1","http://sharepoint/DocLib"
"C:\My Documents\Sales Proposals\version2","http://sharepoint/DocLib"
"C:\My Documents\Sales Proposals\version3","http://sharepoint/DocLib"

Select Create new version option in the File Settings wizard step to handle file versions correctly.

Importing document versions using the Folders & Files Renaming Rules engine

Dockit enables you to define flexible naming rules, in order to truncate or replace invalid and/or valid characters in folder and/or file names during import. By using wildcard characters ('*', '?') in the Find string in the naming rules, you can also create generic naming rules. By this way, you can rename the folder and/or file name that has the same naming convention throughout the file system.

For instance, all document versions of the same file are stored in a single folder as stated below and you would like to to import them as a single file with version history into the same document library.

D:\Document Store
  • \Sample_v1.txt
  • \Sample_v2.txt
  • \Sample_v3.txt

In this case, you can create generic renaming rule using wildcard characters as shown below, in order to truncate the suffixed version string from the file name.

File Name Find Replace Remarks
Sample_v1.txt
Sample_v2.txt
Sample_v3.txt
*_v? {empty} As we left the replace textbox with an empty string / space, the final file name will be 'Sample.txt'

Hence, the resultant file names are same for these files. Thus, Dockit will add as a new version for 'Sample.txt' file into the SharePoint library and we can have a single file with the required version history.

Please follow the instructions given below to use the folder & file renaming rules engine to import multiple documents to a SharePoint library:

You will have to first create a naming rule for importing document versions using Folder & File Renaming rules feature in Dockit. The  naming rules are case insensitive. So that, you can use the same Find string for both UPPER and lower case file name. In other words, the Find string '*v?' and '*V?' are same in Renaming rules in Dockit. For more information, click Folder & File Renaming rules...  

Import folders, files and metadata to SharePoint Libraries (Batch File Mode):

Create a batch descriptor file as given below:

"Path","Destination Path"
"F:\Document Store\Sample_v1.txt","http://sharepoint.vyapin.demo/sites/migration/Shared Documents"
"F:\Document Store\Sample_v2.txt","http://sharepoint.vyapin.demo/sites/migration/Shared Documents"
"F:\Document Store\Sample_v3.txt","http://sharepoint.vyapin.demo/sites/migration/Shared Documents"

Please ensure that files are arranged / ordered with correct version sequence in the batch descriptor file. Dockit processes the files in the order in which they appear in the batch descriptor file.

Import folders, files and metadata to SharePoint Libraries (Explorer Mode):

Go to 'Template Manager' under 'Tools' menu and create renaming template as shown below:

Select the items to import into the SharePoint library. In the Select items to import dialog, click Add button to add the selected files for import as shown below. The import process order can be changed by the navigation buttons available in the right side of the grid.  Please note that the files are arranged with respect to their version sequence.

In Items to import step of Dockit import task wizard, Select the template 'Sample rename' (the template one was created to rename the document) from the list of available templates under File Renaming Rule.


Click Next to proceed.

Select Create new version option in the File Settings wizard step to handle file versions correctly.

You can use Pre-migration Validation step in Dockit Task Wizard to validate the task and avoid common errors.