Add Or Edit SharePoint Import Task

You use the SharePoint Import Task dialog to configure a Task which involves uploading one or more files from a local computer to a SharePoint Document Library. The following sections explain the function and configuration of each field in the dialog.

Task ID
This field is generated by the application. It is the unique numeric identifier that the program uses to keep track of each Task. No configuration is necessary.

File Action
This field displays the type of Task that you are currently configuring.

Task Name
Use this field to give a unique name to the Task that you are currently configuring. Make sure to name your Tasks in a way that will easily identify them in the Task list window.

Task Description
Use this field to give a more detailed description of the Task that you are currently configuring.

SharePoint Server Logon Account
Use this field to select the account information (user name and password) that will be used by the application to make the connection to the SharePoint Server. You can add a new account here if you do not have one that has the correct credentials already in the list. If the server does not require authentication, select the None (Anonymous User) from the list.

Protocol
Use this field to specify whether you are going to connect to the SharePoint Server using a standard (http://) or SSL secured (https://) connection.

SharePoint Server Address
Use this field to specify the SharePoint Server address information. Enter the server URL or IP Address. You do not need to enter http:// or https:// in front of the name, just set the Protocol to your desired setting.

Port
Use this field to specify the numeric port being used by the SharePoint Server. The port used by most http servers is 80 and for https (SSL) servers is 443 but these numbers can vary. You should get the correct port value from the SharePoint Server administrator.

Authentication Type
Select the appropriate value from this list that the matches the authentication type of the SharePoint server. Most SharePoint servers use Windows authentication. Others use Forms or Anonymous. If you are not sure, you should get the correct value from the SharePoint Server administrator.

Local Computer Source Folder
Use this field to set the folder from which the Task is going to upload the file(s). Click the Browse button to select a local or network folder. You may also type a valid folder path into the field directly. If you will be obtaining the files from a location on the network, make sure to use a UNC path (e.g. \\server_name\share_name) rather than a mapped drive letter (e.g. S:\share_name) because the NTS File Mover will not be able to access the folder by drive letter when the Job is run by the scheduler due to the constraints of the Windows operating system.

Delete Files From Local Computer Source Folder After Import Is Complete
Check this box when you want a file in the Task to be deleted from the Local Computer Source Folder after it has been successfully copied into the SharePoint Destination Folder. This functionality makes the file transfer into a move rather than a copy.

Assigned Files
Use this field to assign one or more files to the Task. You can right click on a Source File Name in this list to unassign the file from the list of files to be processed by the Task or to launch the Rename Destination File dialog where you can rename the file once it has been uploaded to the SharePoint document library. For more information about the Rename Destination File dialog, please refer to the Rename Destination File section of this help file. Click the Browse button (or right click on a Source File Name) to launch the Assign File(s) To Task dialog where you can edit the list of assigned files. For more information about the Assign File(s) To Task dialog, please refer to the Assign Files To Task section of this help file.

File Date Range
Click this button to launch a dialog that allows you to limit the date range of files that will be included in the Task. For more information about this feature, please refer to the Task Files Date Range section of this help file.

SharePoint Destination Folder
Use this field to set the folder to which the Task is going to import the file(s). Click the Browse button to launch the Select SharePoint Document Library dialog. In this dialog, you will be able to find the Document Library on the SharePoint server that you want the task to import files to. For more information about the Select SharePoint Document Library dialog, please refer to the Select SharePoint Document Library section of this help file.

Add Date Stamp
Click this button to launch a dialog that allows you to create a destination root folder that contains a date/time stamp. For more information about this feature, please refer to the Create Date/Time Stamped Destination Root Folder Name section of this help file.

Do Not Use Subfolder Paths When Importing Files
Check this box when you want the Task's files to be copied only into the root of the SharePoint Destination Folder even when the files originate from one or more subfolders under the Task's Local Computer Source Folder. If this box is unchecked, files will be copied from the subfolder in the original Local Computer Source Folder to an identical subfolder under the SharePoint Destination Folder.