Select the Data and Files to Export

Select the Data and Files to Export

Overview of Export Options
Step Action
1. Select the SharePoint List (or Document Library, or Picture Library) to export the data and documents from. The Libraries included on the list are those available on the SharePoint Server and Site entered on the Connect dialog and accessible by the interactive user or custom account specified.

Once a library is selected, the Views available in that library appear as selections in the List Views list. Select the appropriate view.

select list and view.png
2.

The second page of the export configuration is the Column Export screen. Specify the columns you want to include in your index file by selecting them from the Available Columns list, and clicking the right arrow button. To add all columns, click the double right arrow button.

hw33008.jpg

Icon-Tip If you choose to export the column called Attachments, the electronic files attached to items in the list will be exported along with the meta data.

export attachments.png

When you are satisfied with the contents of the Selected Columns list, click Next. The Export Process screen will appear.

Schedule an Export to Run Unattended

Schedule an Export to Run Unattended

Overview of Export Options

After successfully configuring a List Bulk Export session and saving the settings to a configuration template file, you can schedule an export job to be run unattended through Windows NT scheduler.

Follow these steps to schedule an Export Job:

Step Action
1.

HW33 Task Scheduler.pngCreate a new scheduled task in the NT Scheduler on the machine where the List Bulk Export application is licensed.

On Windows PCs, this is typically done by selecting Task Scheduler from the Start menu.

2.

Configure the scheduled task to run the following command line:

 "[Path and Filename of the Export Executable]" /s /t "[Path and Filename of 
 the configuration template file]"

Where:

  • /s tells the program to run without displaying the user interface
  • /t precedes the path and filename of the export configuration template

In addition to the *.xml configuration template file, the export process also references a file called Bamboo.BulkExport.exe.config file in the same directory as the executable file. The Bamboo.BulkExport.exe.config file tells the export process:

  • whether it should run as the interactive user (which would be the user the scheduled task is configured to run as) or as a custom account,
  • the credentials to use if running as a custom account; and,
  • the name of the configuration file (i.e., ExportTemplate.xml) to use, if not passed on the command line

An example of a valid command line:

 "C:Program FilesBamboo Solutions CorporationBamboo Bulk
 ExportBamboo.BulkExport.exe" /s /t "C:Program FilesBamboo 
 Solutions CorporationBamboo Bulk ExportExportTemplate.xml"

Icon-WarningIMPORTANT: The scheduled task will run as the user who created the scheduled task or as someone you specify when configuring the scheduled task. Make sure this user has the appropriate SharePoint permission levels to access the items you need to export.

Open a Saved Export Template

Open a Saved Export Template

Overview of Export Options
Step Action
1. From the menu, select Actions > Open Saved Export Template.

Open saved template.png
2. In the dialog that appears, choose the export file you want to use and click Open.

open file.png
3. The Select the settings… page is displayed with the saved information. Change anything if needed and click Next > to progress through the setup as normal.

How to Reset the Connection to the Source SharePoint Site from within the application

How to Reset the Connection to the Source SharePoint Site from within the application

Overview of Export Options

When you launch the List Bulk Export application initially, you connect to a SharePoint environment. Once you run an export, you may need to export additional data from another SharePoint environment. There is no need to close the application and re-launch it.

Follow these steps to connect to a different environment from within the application.

Step Action
1. reconnect to a server.png
Select File and then Re-Connect to SharePoint Server from the main menu.
2.

are you sure.pngYou will be asked to confirm that you want to cancel the current export process. When you click Yes, the Re-Connect dialog appears.

Otherwise, click No to close the confirmation dialog without disconnecting from the current SharePoint environment.

3.

reconnect dialog.pngEnter a new SharePoint Server Site address and choose to connect as the currently logged in user (Interactive User) or choose Custom Account and enter Username, Password, and Doman.

When ready, click Connect. The List Bulk Export Application window will appear.

Otherwise, click Close to close the application. You will see the same confirmation dialog that is shown in Step 2 above.

How to recreate the folder structure of the Document Library

How to recreate the folder structure of the Document Library

Overview of Export Options

You may have a SharePoint Document Library with folders (like the one shown below) and you need to export the files and the folders to your network file system.

folder structure in sp.png

To export the files and the folders using the List Bulk Export, follow these steps:

Step Action
1.

When configuring the export, be sure to check the Copy folder structure box.

copy folder structure.png
2.

When the export completes, all the files and folders will appear in the export area. Exporting the Shared Document library shown at the top of this page, the export will look like when it completes.

folder structure export output.png

If you chose to have an index file created during the export, it will reside at the top level of the exported file structure.

How to export data from a SharePoint List

How to export data from a SharePoint List

Overview of Export Options
Step Action
1. Select the SharePoint List (or Document Library, or Picture Library) to export the data and documents from. The Libraries included on the list are those available on the SharePoint Server and Site entered on the Connect dialog and accessible by the interactive user or custom account specified. hw33006.jpg
2. Once a library is selected, the Views available in that library appear as selections in the List Views list. Select the appropriate view.
3. Select the Local or Network File Directory to export the files to. Click Browse… to browse to the location. Be sure the user entered previously has access to this location.
4.

Choose your Index File Options.

  • Select Create Index File to create a file containing a list of all exported files and any associated metadata.
  • Select Append Date and Time to file name to add the current date and time to the end of each exported file; the result will be a uniquely named file. This is useful for keeping track of multiple copies of the same file, if you choose to export these and still keep the originals.
  • Select Use absolute path in export if you want to include the full, absolute path location of each exported file in the index file.

    NOTE: If this option is not selected, the index file will include shorter, relative paths.

5.

Enter the appropriate Export Options:

  • Get documents from all sub folders: If you want to export files from all folders in the Document Library, be sure to click this box.
  • Overwrite existing file(s): Click this box if you want to overwrite files that may already be in the selected Network File System location.
  • Copy Folder structure: Click this box if you want the application to create folders in the Network File System location.
  • Copy all versions: Click this box if you want the application to export all versions of the files in the Document Library. If you want only the current version, leave the box un-checked. Filenames for exported versions include the version number.
  • Only process items added or modified since the last export (For scheduled exports only): Click this box to exclude any items that have not changed (or been added) since the last time an export occurred. If you are scheduling regular, automated exports, this option will eliminate unnecessary network activity and speed up the export process.
6. Click Next when ready. The Column Export screen appears.

hw33008.jpg

7. Specify the columns you want to include in your index file by selecting them from the Available Columns list, and clicking the right arrow button. To add all columns, click the double right arrow button.
8. To remove columns, select them from the Selected Columns list, and click the left arrow. To remove all columns, click the double left arrow. Any columns on this list will be included in the export.
9. When you are satisfied with the contents of the Selected Columns list, click Next. The Export Process screen will appear.

hw33010.jpg

10. To save the export configuration so the process can run unattended, click Save on this screen. A confirmation message will appear ensuring that the file was successfully saved.
11.

Before you export, select Show Failures, Show Successes, or Show Failures and Successes to determine what feedback to receive during export. Then, click Start to begin the export interactively. The process progress will appear on the screen, and depending on the chosen setting, the list will populate with successful conversions, failed conversions, or all conversions.

NOTE: Progress is also written to a log file stored in the Log folder in the same directory as the Bamboo List Bulk Export Application. Log files for interactive runs are named: Bamboo.Log.10222007_34508_PM, where 10222007_34508_PM denotes the date and time run. The Log file is in XML format and can be viewed with any text editor, or the Log File Viewer within the Export Application.
To view a log file, click File and then View Log Files from the main menu. The List Bulk Export Application Log File Viewer is able to filter the information so you can view information, failures, successes, or all items.

How to Export Files from a SharePoint Document or Picture Library

How to Export Files from a SharePoint Document or Picture Library

Connect to a SharePoint Server

Step Action
1. Double-click the .exe file, or right click it and select Run, or select Programs from your Windows Start menu and then List Bulk Export. The connect dialog will appear.
hw33004.jpg
2. Enter the URL of the portal you need to export from.
3. Select if you will use the Interactive User or a Custom Account. If you want to use a Custom Account, enter the username, password, and domain for the selected user.
4. When ready, click Connect. The List Bulk ExportApplication window will appear.
5. To cancel, click Close.

Connect to a Different Server

Step Action
1. Select File and then Re-connect to SharePoint Server from the main menu. You will be asked to confirm that you want to cancel the current export process. When you click Yes, the Re-connect dialog appears.
2. Enter a new SharePoint Site address and new custom credentials if needed.
3. When ready, click Connect. The List Bulk Export Application window will appear.

Select the Data and Files to Export

Step Action
1. Select File and then Re-connect to SharePoint Server from the main menu. You will be asked to confirm that you want to cancel the current export process. When you click Yes, the Re-connect dialog appears.
2. Enter a new SharePoint Site address and new custom credentials if needed.
3. When ready, click Connect. The List Bulk Export Application window will appear.
4.

Select the SharePoint List (or Document Library, or Picture Library) to export the data and documents from.

hw33006.jpg

NOTE: The Libraries included on the list are those available on the SharePoint Server and Site entered on the Connect dialog and accessible by the interactive user or custom account specified.

5. Once a library is selected, the Views available in that library appear as selections in the List Views list. Select the appropriate view.
6. Select the Local or Network File Directory to export the files to. Click Browse… to browse to the location. Be sure the user entered previously has access to this location.
7.

Choose your Index File Options.
Select Create Index File to create a file containing a list of all exported files and any associated metadata.

Select Append Date and Time to file name to add the current date and time to the end of each exported file; the result will be a uniquely named file. This is useful for keeping track of multiple copies of the same file, if you choose to export these and still keep the originals.

Select Use absolute path in export if you want to include the full, absolute path location of each exported file in the index file. If this option is not selected, the index file will include shorter, relative paths.

8.

Enter the appropriate Export Options:

  • Get documents from all sub folders: If you want to export files from all folders in the Document Library, be sure to click this box.

  • Overwrite existing file(s): Click this box if you want to overwrite files that may already be in the selected Network File System location.

  • Copy Folder structure: Click this box if you want the application to create folders in the Network File System location.

  • Copy all versions: Click this box if you want the application to export all versions of the files in the Document Library. If you want only the current version, leave the box un-checked. Filenames for exported versions include the version number.

  • Only process items added or modified since the last export (For scheduled exports only): Click this box to exclude any items that have not changed (or been added) since the last time an export occurred. If you are scheduling regular, automated exports, this option will eliminate unnecessary network activity and speed up the export process.

9. Click Next when ready.

The Column Export screen appears. hw33008.jpg

10. Specify the columns you want to include in your index file by selecting them from the Available Columns list, and clicking the right arrow button.
11. To add all columns, click the double right arrow button.
12. To remove columns, select them from the Selected Columns list, and click the left arrow. To remove all columns, click the double left arrow. Any columns on this list will be included in the export.

When you are satisfied with the contents of the Selected Columns list, click Next. hw33010.jpg
The Export Process screen will appear.
To save the export configuration so the process can run unattended, click Save on this screen. A confirmation message will appear ensuring that the file was successfully saved.

13.

Before you export, select Show Failures, Show Successes, or Show Failures and Successes to determine what feedback to receive during export. Then, click Start to begin the export interactively. The process progress will appear on the screen, and depending on the chosen setting, the list will populate with successful conversions, failed conversions, or all conversions.
Progress is also written to a log file stored in the Log folder in the same directory as the List Bulk Export Application. Log files for interactive runs are named: Bamboo.Log.10222007_34508_PM, where 10222007_34508_PM denotes the date and time run. The Log file is in XML format and can be viewed with any text editor, or the Log File Viewer within the Export Application.

To view a log file, click File and then View Log Files from the main menu. The List Bulk Export Application Log File Viewer is able to filter the information so you can view information, failures, successes, or all items.

Export only data that has been modified since the last export

Export only data that has been modified since the last export

Overview of Export Options
Step Action
1.

On the Select the settings… page, select the Only process items added or modified since the last export (For scheduled exports only) option. This setting will prevent the application from needlessly re-exporting unchanged items.

Icon-WarningIMPORTANT: Although you can select this option for any export, it is only successful when running as a scheduled export.

only process things that have changed.png

How to determine the version of the Bulk Export you have installed

How to determine the version of the Bulk Export you have installed

To determine the release number of the List Bulk Export you have installed, follow these steps:

Step Action
1. Run the application.
2. help about menu.pngSelect Help > About Bulk Export from the Main Menu.
3. HelpAbout.pngThe About dialog appears showing information about the version/release that you are using.

How to Connect to the Source Site Initially

How to Connect to the Source Site Initially

Overview of Export Options

When you launch the List Bulk Export application, you will be asked for information about the SharePoint environment you want to export from.

Step Action
1. Enter the URL for the site that contains the data to be exported.

enter URL.png
2.

Choose how to connect to the server. Choose Interactive User to use the user you are logged into the network with. Choose Custom Account to enter a different user and the appropriate credentials.

enter account credentials.png

NOTE: Once you are connected to the SharePoint environment, you can switch to a different one. Please see How to Reset the Connection to the Source SharePoint Site from within the application for more information.

How to copy versions of Document Library items

How to copy versions of Document Library items

Overview of Export Options

You may have versioning enabled in your SharePoint document library and some files may have been modified. In the example here, the Version History dialog shows a file called blue.jpg as Version 0.1 and a change to the file is shown under Version 0.2.

export versions.png

To export all versions of files in a document library, follow these steps:

Step Action
1.

When configuring the export, be sure to check the Copy all versions box.

Icon-WarningIMPORTANT: Be sure that the user account that is running the export has access to the versions or your export will fail!

HW33 copy versions.png
2.

When the export completes, a file for each version will appear in the export area. The name of the version will be appended to the filename.

In the example below, the filename of the file in sub folder aa was blue.jpg and two versions existed (see screen shot at top of page), version number 0.1 and version number 0.2. Two files were exported, blue_v01.jpg and blue_v02.jpg

exported data - versions.png

The index file created during the export has meta data information for each version as well.