SharePoint Uploader, Manual-config

With manual upload, you must:

• Create the SharePoint Library or List in advance.

• Map the Notes fields to SharePoint fields during the upload stage.

Database export

To begin the export process click on the SharePoint icon on the Seascape home page:

Next, select a database to be exported, the export settings, and the staging folder, and click Next to being your export:

A new window will appear showing the progress of your export.

Once the database is exported to the staging folder, click on the Upload to SharePoint button to open the SharePoint Upload Utility in a new window:

Here is a screenshot of the SharePoint Uploader:

You can now upload your archive either to a SharePoint library or a SharePoint list.

Upload to SharePoint

The SharePoint upload utility allows you to upload exported Notes data from a staging folder to a SharePoint library or a SharePoint list.

The utility launches automatically after a database export is completed from the SharePoint archiving page. You can also launch it manually by using the Upload existing archive link on the SharePoint archiving page:

Below are the instructions for uploading the Notes data from a staging folder into a SharePoint Library or a SharePoint list.

Step 1: Selecting the database

• When the SharePoint upload utility launches, click on the Browse button to select the staging folder that contains your exported Notes data.

• After the staging folder is selected, the utility will automatically display all archive folders within it.

• Select one archive folder you wish to upload to SharePoint and click Next:

Step 2: Connecting to SharePoint

• In Step 2, after clicking Next, click Add a new site to create a new SharePoint site connection or select an already existing one using the drop-down menu.

• When clicking on the Add a new site button, the connection settings popup now appears where you can enter your SharePoint site URL and test the connection.

• If the connection is established successfully, click Save Settings so you can re-use the settings for your future uploads:

Note: Use the Authentication type to change the authentication method if needed:

Interactive: Log in to SharePoint Online using your Tenant ID.

Web login: Log in to SharePoint Online or on-premises using web browser. Requires claims based authentications with FedAuth cookie. If you are previously logged in to SharePoint in the web browser on the machine where you are trying to do the upload, then it is enough to enter the "Name" and "Site URL". You can leave "Log-in URL" empty.

If you have chosen one archive to be uploaded, then you will have an option to switch to the manual mode of uploading your Notes data.

• When switching to manual mode, you will need to choose the list type (list or library), the specific document library/list and the destination folder.

Step 3: Review and upload

• In Step 3, after clicking on Next, you can review and update the SharePoint field mappings, and select the upload settings:

• Here is a description of the upload settings:

  • Shorten Notes canonical name to common name: "CN=Mary Tsen/OU=Illustration/O=Acme" becomes "Mary Tsen"

  • Publish documents after upload (Check-In): Documents will be published after upload (if unchecked, the uploaded documents will be saved as drafts)

  • Overwrite existing documents: Documents with the same PDF file name will be overwritten

• When you're finished, click Start upload.

During the upload, the upload progress information will be shown in real time:

After the upload is completed, a summary of the uploaded data will be shown, and you can now open your SharePoint library (or list) and verify that all the data has been imported successfully: