Virto Bulk File Operations Kit

Bulk File Upload

Bulk File Download

Bulk File Delete

Bulk File Copy & Move

Bulk Data Edit

Bulk Check In & Approve

Bulk File Unzip

User and Installation Guide

Table of Contents

FEATURES LIST 4

VIRTO BULK FILE UPLOAD 4

VIRTO BULK FILE DOWNLOAD 4

VIRTO BULK FILE DELETE 4

VIRTO BULK FILE COPY & MOVE 5

VIRTO BULK CHECK IN AND APPROVE 5

VIRTO BULK FILES UNZIP 5

SYSTEM/DEVELOPER REQUIREMENTS 5

OPERATING SYSTEM 5

SERVER 6

BROWSER 6

OTHER 6

INSTALLATION 7

INSTALLING VIRTO BULK FILE UPLOAD/DOWNLOAD 7

INSTALLING VIRTO BULK FILE UPLOAD/DOWNLOAD FOR SHAREPOINT 2010 11

INSTALLING VIRTO BULK FILE DELETE/ COPY & MOVE 15

INSTALLING VIRTO BULK FILE DELETE/ COPY & MOVE FOR SHAREPOINT 2010 15

INSTALLING VIRTO BULK EDIT FOR SHAREPOINT 2007/2010 15

INSTALLING VIRTO BULK CHECK IN AND APPROVE FOR SHAREPOINT 2007/2010 15

INSTALLING VIRTO BULK FILE UNZIP FOR SHAREPOINT 2007/2010/2013 15

LICENSE ACTIVATION 15

HOW TO FIX SILVERLIGHT ERROR #2104 COULD NOT DOWNLOAD THE SILVERLIGHT APPLICATION 15

UPGRADING VIRTO BULK FILE UPLOAD/DOWNLOAD 16

UPGRADING VIRTO BULK FILE DELETE/COPY & MOVE 17

UPGRADING VIRTO BULK EDIT 17

UPGRADING VIRTO BULK CHECK IN AND APPROVE 17

UPGRADING VIRTO BULK FILE UNZIP 17

UNINSTALLING VIRTO BULK FILE UPLOAD/DOWNLOAD 17

UNINSTALLING VIRTO BULK FILE DELETE/COPY & MOVE 17

UNINSTALLING VIRTO BULK EDIT 17

UNINSTALLING VIRTO BULK CHECK IN AND APPROVE 17

UNINSTALLING VIRTO BULK FILE UNZIP 18

WORKING WITH VIRTO SHAREPOINT FILE UPLOADER 19

START WORKING WITH FILE UPLOADER AS A FEATURE 19

ADDING FILES TO UPLOAD 19

DRAG AND DROP OF FILES 20

REMOVING FILES BEFORE UPLOADING 22

UPLOADING FILES 23

UPLOADING LARGE FILES 26

CHOOSING FOLDER 27

OVERWRITING SETTINGS 28

EXTENDED FILE TYPES 29

FILE PROPERTIES 29

TAXONOMY FIELDS 32

LOCALIZATION 34

UPLOAD SETTINGS 34

IMAGE RESIZING SETTINGS 36

RESIZE JPEG IMAGES 38

FILE UPLOAD SETTINGS FOR A SHAREPOINT FARM 38

WORKING VIRTO SHAREPOINT FILE UPLOADER AS A WEB PART 40

Adding to a SharePoint Site Page 40

Adjusting Virto SharePoint File Uploader 41

Upload Mode 43

Redirect URL settings 43

Destination Folder in Query String 44

Unpacking Zip Acrchives 46

Working with Virto SharePoint File Uploader 46

WORKING WITH VIRTO FILE UPLOADER IN SHAREPOINT 2010 47

BASIC OPTIONS 47

EXTERNAL DATA FIELD TYPE 49

WORKING WITH VIRTO BULK FILE DOWNLOAD 51

Fast Search 53

Caml Builder 54

Taxonomy Picker 54

Settings 55

Size Limit 55

WORKING VIRTO BULK FILE DOWNLOAD AS A WEB PART 59

ADDING TO A SHAREPOINT SITE PAGE 59

Web Part Settings 60

Redirect URL settings 61

WORKING WITH VIRTO BULK FILE DELETE 62

WORKING VIRTO BULK FILE DELETE AS A WEB PART 63

ADDING TO A SHAREPOINT SITE PAGE 63

Redirect URL settings 66

WORKING WITH VIRTO BULK FILE COPY & MOVE 67

USING SHAREPOINT VIEW 68

WORKING WITH LISTS 70

WORKING WITH VIRTO BULK FILE COPY & MOVE AS A WEB PART 72

ADDING TO A SHAREPOINT SITE PAGE 72

USING SHAREPOINT VIEW FOR COPY MOVE WEB PART 74

Redirect URL settings 75

WORKING WITH VIRTO BULK EDIT 76

GENERAL ACTIONS 76

FILTERS 79

CONTENT TYPES 80

WORKING WITH VIRTO BULK EDIT AS A WEB PART 84

ADDING TO A SHAREPOINT SITE PAGE 84

REDIRECT URL SETTINGS 87

WORKING WITH VIRTO BULK CHECK IN AND APPROVE 88

WORKING WITH VIRTO BULK CHECK IN AND APPROVE AS A WEB PART 91

WORKING WITH VIRTO BULK FILE UNZIP FOR SHAREPOINT 2007 94

UNZIP SETTINGS 97

WORKING WITH VIRTO BULK FILE UNZIP FOR SHAREPOINT 2010 98

UNZIP SETTINGS 102

VERSION RELEASE HISTORY 105

Virto Bulk File Operations Kit for Microsoft SharePoint includes several web parts — Virto Bulk File Upload, Virto Bulk File Download, Virto Bulk File Copy&Move, Virto Bulk File Delete.

Features List

Virto Bulk File Upload

Feature

Version

Added web license manager

v.5.0

Multiple uploading of files into document library with a double click

v.1.0

Uploading files with drag and drop

v.1.0

Managing overwriting settings of document library

v.1.0

Viewing status of files uploading

v.1.0

Partial uploading if the process in cancelled

v.1.0

Cross browser(Internet Explorer, Mozilla Firefox, Google Chrome, Opera are supported)

v.1.0

Windows and Mac are supported

v.1.0

Custom color themes

Future releases

Uploading files to different SharePoint objects

Future releases

Uploading large files

v.1.5

Batch files properties

v.1.7

Extended file types

v.1.7

Virto Bulk File Download

Feature

Version

Added Search Added CAML Builder

Added Taxonomy picker

Added maximum number of displayed files setting

Added default view type setting

v.4.0

Added web license manager Added size limit for selected files

v.3.0

Download mass files within single SharePoint Document Library into single .zip archive

v.1.0

Choose specific files for downloading

v.1.0

Cross browser support (Internet Explorer, Mozilla Firefox, Google Chrome, Opera )

v.1.0

Virto Bulk File Delete

Feature

Version

Added web license manager

v.3.0

Delete mass files within single SharePoint Document Library

v.1.0

Choose specific files for deleting

v.1.0

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Cross browser support (Internet Explorer, Mozilla Firefox, Google Chrome, Opera ) v.1.0

Virto Bulk File Copy & Move

Feature

Version

Added web license manager

v.3.0

Copy and move mass files within single SharePoint Document Library into single library

v.1.0

Choose specific files for copying and moving

v.1.0

Cross browser support (Internet Explorer, Mozilla Firefox, Google Chrome, Opera )

v.1.0

Using same SharePoint views as in source libraries are adjusted

v.1.5

Virto Bulk Check In and Approve

Feature

Version

Added web license manager

v.2.0

Bulk check in a group of checked-out files all at one time

v.1.0

Bulk approve of checked-out files all at one time

v.1.0

Ability to check in documents stored in folders and subfolders

v.1.0

Discard check-out of several files without manually editing each item

v.1.0

"Bulk Check In" and "Bulk Approve" Toolbar buttons and Web Part solutions in one package

v.1.0

Virto Bulk Files Unzip

Feature

Version

Added web license manager

v.2.0

Bulk unpack in a group of zip archives all at one time (for SharePoint 2010)

v.1.0

Unpack archives in SharePoint document libraries

v.1.0

Keeping folder structure after unpacking

v.1.0

Overwriting existing files option

v.1.0

Ability to keep time of original files creating/modifying

v.1.0

Ability to delete archive after extracting files

v.1.0

Unzip settings can be defined either for the whole SharePoint site or for a document library

v.1.0

System/Developer Requirements

Microsoft Windows Server 2003, 2008, 2012

Operating System

Microsoft Windows Server 2003 and 2008

Server

SharePoint Release 2013:

  • Microsoft Windows SharePoint Foundation 2013 or Microsoft Office SharePoint Server 2013;

  • Microsoft .NET Framework 4.5;

    SharePoint Release 2010:

  • Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;

  • Microsoft .NET Framework 3.5;

    SharePoint Release 3:

  • Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007;

  • Microsoft .NET Framework 3.5;

Note: This product is not compatible with SPS 2003 and WSS v2.

Browser

Microsoft Internet Explorer, Mozilla Firefox, Opera, Google Chrome.

Other

Microsoft Silverlight 4 plug-in should be installed for using Virto Bulk File Upload. You can download it from Windows Runtime or Mac Runtime.

Installation

This section describes how to install, upgrade, uninstall, or contact Support for the Virto SharePoint File Uploader.

Installing Virto Bulk File Upload/Download

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

Virto SharePoint File Uploader setup program provides links to the various installation components for the calendar.

To access Virto SharePoint File Uploader Setup program download Virto.SharePoint.FileUploader.X.X.zip (or Virto.SharePoint.FileDownloader.X.X.zip) file and unzip it. Run extracted Setup.exe file.

The setup wizard window will appear.

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Virto SharePoint File Uploader/Downloader wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

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Check “I accept the terms in the License Agreement” and click “Next”.

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Select the web application(s) where you want to install the product.

Warning: You must be logged in to the SharePoint server with a Site Collection Administrator account to automatically activate this feature.

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Then click “Next”.

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Click “Close” to complete the installation.

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Installing Virto Bulk File Upload/Download for SharePoint 2010

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications.

Virto Bulk File Upload/Download setup program provides links to the various installation components for the calendar.

To access Virto SharePoint File Uploader Setup program download Virto.SharePoint.FileUploader.2010.x.x.zip (or Virto.SharePoint.FileDownloader.2010.x.x.) file and unzip it. Run extracted Setup.exe file.

The setup wizard window will appear.

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Virto SharePoint File Uploader wizard performs a system check prior to the installation. All the system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”.

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Check “I accept the terms in the License Agreement” and click “Next”.

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Select the web application(s) where you want to install the product.

Warning: You must be logged in to the SharePoint server with a Site Collection Administrator account to automatically activate this feature.

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Then click “Next”.

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Click “Close” to complete the installation.

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Installing Virto Bulk File Delete/ Copy & Move

The installation process is absolutely the same as described in the section above. Just download Virto.SharePoint.FileDeleter.x.x.zip or Virto.SharePoint.CopyMove.x.x.zip and follow the steps described in previous sections.

Installing Virto Bulk File Delete/ Copy & Move for SharePoint 2010

The installation process is absolutely the same as described in the section above. Just download Virto.SharePoint.FileDeleter.2010x.x.zip or Virto.SharePoint.CopyMove.2010.x.x.zip and follow the steps described in previous sections.

Installing Virto Bulk Edit for SharePoint 2007/2010

The process of installation is absolutely the same as described in prevoius sections.

Installing Virto Bulk Check In and Approve for SharePoint 2007/2010

The process of installation is absolutely the same as described in previous sections.

Installing Virto Bulk File Unzip for SharePoint 2007/2010/2013

The process of installation is absolutely the same as described in previous sections.

License Activation

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction.

How to fix Silverlight Error #2104 Could not download the Silverlight application

In case of installing Virto Bulk File Upload there might be a situation when you receive a message notifying about an error in Silverlight Application code (Error Code 2104 Initialize Error).

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This error relates to the IIS settings. Add MIME types to IIS to resolve.

inetmgr -- > select ur silverlight applciation -->Right click Properties --> HTTP Headers -- MIME Map --> File Types -- New Types -->

Add one by one the below mentioned: Associated Extension Content Type(MIME)

.xaml application/xaml+xml

.xap application/x-silverlight-app

.manifest application/manifest

.application application/x-ms-application

.xbap application/x-ms-xbap

.deploy application/octet-stream

  1. ps application/vnd.ms-xpsdocument

    Upgrading Virto Bulk File Upload/Download

    If you already use Virto Bulk File Upload/Download and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the Installing Virto SharePoint File Uploader section.

    On the step 3 check the box “Upgrade” and click “Next”.

    Note: if you had activated the license while installing the previous Virto SharePoint File Uploader version, you do not need to activate it now.

    Upgrading Virto Bulk File Delete/Copy & Move

    Upgrading procedure is the same as described above.

    Upgrading Virto Bulk Edit

    Upgrading procedure is the same as described above.

    Upgrading Virto Bulk Check In and Approve

    Upgrading procedure is the same as described above.

    Upgrading Virto Bulk File Unzip

    Upgrading procedure is the same as described above.

    Uninstalling Virto Bulk File Upload/Download

    To uninstall the component:

    1. Double click the Setup.exe extracted from downloaded Virto.SharePoint.FileUploader.X.X.zip

      file.

    2. The program performs the system checks again. Once that has successfully completed, the program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Uninstalling Virto Bulk File Delete/Copy & Move

Uninstalling procedure is the same as described above.

Uninstalling Virto Bulk Edit

Uninstalling procedure is the same as described above.

Uninstalling Virto Bulk Check In and Approve

Uninstalling procedure is the same as described above.

Uninstalling Virto Bulk File Unzip

Uninstalling procedure is the same as described above.

Working with Virto SharePoint File Uploader

When you have installed Virto SharePoint File Uploader and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Upload” menu.

Start Working with File Uploader as a Feature

Virto SharePoint File Uploader allows users to upload multiple files into the document library in a more comfortable way, manage the upload process and view the files they are working with.

Go to any document library on your SharePoint site. When Virto SharePoint File Uploader is installed, you will see a special button in the “Upload” menu – “Upload Multiple Files (Virto)”.

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Use this button to upload file to a document library with Virto SharePoint File Uploader.

Note: in case Silverlight 4 is yet not installed on your computer, you will see the following message. Install Silverlight 4 and try again (go to Windows Runtime or Mac Runtime).

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Adding Files to Upload

Click anywhere on the empty area and add required files from displayed window.

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Drag and Drop of Files

If the Silverlight 4 is installed, you will see the File Uploader window. Drag and drop files that you need to upload to the document library.

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You can drag files from standard Microsoft Window:

Or from Total Commander:

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Note: you can use both double click adding and drag and drop to form the list of files to upload. For example, use double click to add some files and then drag and drop one file more from Total Commander window.

Removing Files before Uploading

When you have dragged and dropped all required files, you can remove some of them from this list if you need. Click “Remove” opposite the file you want to delete from the list.

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Uploading Files

When the list of files to upload is ready, click “Upload”.

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You will see uploaded files with “Uploaded” status opposite them.

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If you click “Cancel” while the files are being uploaded, the files that are not uploaded yet, will not be uploaded at all. You will see “Error” status opposite them.

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Click “Done” to finish uploading and return to Document Library.

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Starting with 4.0 version File Uploader allows users to maximize Uploader window to the size of pop-up window.

Example (made in SharePoint 2010 and may differ in 2007) of minimized window:

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And maximized look is:

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Uploading Large Files

By default SharePoint allows a maximum file size of 50MB that can be uploaded into any document library. This might be too much as you might not want users downloading 50MB files over your LAN/WAN. To change the maximum file size

  1. Go to SharePoint “Central Administration - Configure Virtual Server Settings from Virtual Server List Page”.

  2. Select your server.

  3. Go to “Virtual Server General Settings” (in “Virtual Server Management” block).

  4. Change the value of the Maximum Upload Size in MB's.

If you increase the file size limit, your site might occasionally time out for users while they are uploading files. To accommodate this increase the default time out property for IIS.

If you receive error message when you try to upload a large file to a document library, use information from this link to resolve the problem http://support.microsoft.com/default.aspx/kb/925083?p=1.

You can receive error "The page cannot be displayed “on IIS 7.0 installations. In this case use the following link http://support.microsoft.com/default.aspx/kb/925083?p=1.

Choosing Folder

All files are uploaded to the current folder by default. But you can use “Choose folder” button and change destination folder (screen shows SP 2010 version).

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Choose destination folder and lick “OK”.

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Overwriting Settings

If you check the box “Overwrite existing files”, files existing files will be overwritten or a new version will be added (according to the document library settings

If this box in unchecked and you try to upload an existing file, it will not be uploaded. You will see “Error” status opposite this file.

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To change overwriting settings go to “Settings – Document Library Settings” and make required modifications in “Versioning settings” block.

Extended File Types

Virto File Uploader allows you to define file types and display icons when files are being uploaded. You can upload your content type icons to

"[SP Hive]\12\TEMPLATE\IMAGES\Virto.SharePoint.FileUploader\ContentTypes\" folder. File should have [EXTENSION].PNG file name.

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File Properties

Virto File Uploader enables to define files properties either for each of uploaded files or as batch operation for all the files. This option is available for the following column types: column types: Single line of text, Multiple lines of text, Choice, Number, Currency, Date and Time and Yes/No (check box).

To define properties for all the uploaded files click “Set All Files Properties” and fill out the displayed form.

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In case you need to edit a certain file’s properties, click “Edit” opposite required file aта fill out the fields with information.

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Now uploaded files will have special details defined while uploading.

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Taxonomy Fields

Virto Bulk File Upload supports the following taxonomy field options:

  • Single Value (when a single value is defined);

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  • Multiple Value Taxonomy (when multiple values are possible).

    Multiple values can be selected with checkboxes or if you use suggestions mode (when you start typing and possible values are displayed).

    Suggestions:

    Checkboxes:

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    Note: Virto Cross Site Look Up feature is supported.

    Localization

    Virto File Uploader enables to define French, German or Russian language besides English. Virto File Uploader sets the language that is used on the site (English is default).

    Upload Settings

    You can define file upload settings for the whole SharePoint site or for a document library. Go to Site Settings – Site Administration – Vito Bulk Upload.

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    On Virto Bulk File Upload Setting page you can define all the parameters for uploaded files.

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    The following checkboxes for upload settings are checked by default:

  • Overwrite existing files;

  • Check required fields;

  • Allow changing destination folder;

  • Replace SharePoint Invalid File Name Characters.

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    You can define maximum for uploaded files size and maximum total size of uploaded files.

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    Enter which file types are allowed in Bulk File Upload.

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    You can also define default values for uploaded files (such as title, start date, project and etc.)

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    Click “OK” to save the settings.

    To define upload settings for a document library, go to Document Library Settings – General Settings – Virto Bulk Upload.

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    The settings are almost the same. You can apply global site settings for the current document library.

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    Image Resizing Settings

    In case you need to resize images before uploading, you can define special resize settings for images you need to upload.

    Note: resize settings are available only for .JPG images.

    Go to upload settings and roll down to “Resize Jpeg Images” block.

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    First of all check the box “Enable” to allow resizing.

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    Then you can choose the type of resizing:

  • In pixels (define width and height of uploaded pictures);

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    Check the box “Smart Cropping” in case you need to crop image and not to misshape the uploaded image).

  • In Percentage (define the percent of image to scale it while upload);

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  • Resize based on one size (define width OR height for scaling).

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Click “OK” to save the settings. They will be applied when you upload images.

Resize Jpeg Images

If Jpeg file is selected, Resize Jpeg Image block appears in the settings. Here you can flexibly define new size parameters.

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Default values for Resize Jpeg Image block can be set in Virto Bulk Upload Web Part settings.

Other Recommendations

If you receive error message “The following file(s) have been blocked by the administrator”, follow this link http://blogs.officezealot.com/mauro/archive/2005/10/24/8339.aspx to resolve the problem.

Please read information about recommended file name, length and size on this site: http://blogs.msdn.com/joelo/archive/2007/06/27/file-name-length-size-and-invalid-character- restrictions-and-recommendations.aspx

File Upload settings for a SharePoint farm

Virto Bulk Upload allows adjusting Upload settings for a whole SharePoint farm. Then all the lists of this farm will inherit upload settings from the farm.

Go to “General Applications Settings” in “Central Administration” block and find “Virto Bulk Upload Settings”.

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Then define all the required upload settings. They will be applied to the whole SharePoint farm.

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If you define upload settings for a list in this farm, list settings will be have a higher priority than farm settings.

Working Virto SharePoint File Uploader as a Web Part

Adding to a SharePoint Site Page

When you have installed Virto SharePoint File Uploader and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Upload” menu.

In case you need to use SharePoint File Uploader as a web part, go to “Site actions – Edit page”.

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Then click “Add web part” and select Virto SharePoint File Uploader in the list of component. Click “Add”.

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Now exit edit mode.

Adjusting Virto SharePoint File Uploader

When the web part is added to your SharePoint site page, click “Modify Shared web Part” to adjust File Uploader.

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Type the direct link to your SharePoint site where the web part is installed.

Then select one of available document libraries of this site where you want to upload files. If you need to save files in the exact folder, type its name in the “Destination Folder” field.

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In case you need to resize images before uploading, you can define special resize settings for images you need to upload.

Note: resize settings are available only for .JPG images.

Roll down to “Resize Jpeg Images” block. First of all check the box “Enable” to allow resizing. Then you can choose the type of resizing:

  • In pixels (define width and height of uploaded pictures). Check the box “Smart Cropping” in case you need to crop image and not to misshape the uploaded image);

  • In Percentage (define the percent of image to scale it while upload);

  • Resize based on one size (define width OR height for scaling).

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The settings will be applied when you upload images.

Now click “OK” or “Apply” to save the settings. Now when you upload files using the web part, uploaded file will be placed automatically to predefined document library (or folder).

Upload Mode

You can define which upload mode will be used – Bulk Upload or Attach multiple files. The second one will allow users to attach multiple files to list items.

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Redirect URL settings

If necessary you can define redirect URL (URL to site that user will be redirected to after uploading or clicking “Cancel” button.

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Redirect URL can be also defined from query string.

Note: You should use Url encoding to encode text in query string Note: if value is set in query string, web part settings will be ignored. To define Redirect Url use redirect key.

Example: http://demo.virtosoftware.com/MultipleFileUploader/default.aspx?redirect=/default.aspx.

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It is also possible to refresh page after upload with “refresh” redirect URL.

Destination Folder in Query String

Destination folder can be defined in query string. Just type destination in the browser string (DestFolder=) and upload files. For example:

http:// virtosoftware.com/ site/Document Storage/FileUpload.aspx?DestFolder=TestFolder

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Files will be uploaded to TestFolder.

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Unpacking Zip Acrchives

Virto Bulk Upload can automatically unpack ZIP archives on the server with saving folders’ structure ability.

You need to download and install Virto Bulk File Unzip Utility in order to do this.

After installing Virto Bulk File Unzip Utility, if ZIP archive if chosen, Unpack archive block appears in the settings. Here you can adjust ZIP archive unpacking after upload to the server.

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Bulk Upload with help of Virto Bulk File Unzip Utility can:

  • Save folders’ structure after unpacking;

  • Automatically overwrite files;

  • Delete archive after unpack;

  • Save original create and modify dates;

  • Save SharePoint properties you defined for ZIP archive for unpacked files.

Working with Virto SharePoint File Uploader

The actions and settings are described above in “Working with Virto SharePoint File Uploader” section.

Working with Virto File Uploader in SharePoint 2010

Basic Options

All the settings and actions of Virto File Uploader in SharePoint 2010 are absolutely the same as described in the section “Working with Virto File Uploader in SharePoint”. The only difference is interface.

For example, to upload files you need to use “Upload Multiple Files (Virto)” in the “Documents” tab.

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And upload window will appear.

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In SharePoint 2010 File Uploader version you can attach multiple files to items of SharePoint lists.

For instance, open a SharePoint list, select an item you want to attach files to and click “Attach multiple files” on the ribbon.

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Or click “Attach Multiple Files” in the context menu. Or go to list item view and use “Attach Multiple Files” button on the toolbar as described in previous sections.

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If you’re using SharePoint calendar, you can attach multiple files to events. Click “Attach Multiple Files” in the menu bar or open item (view form) and use “Attach multiple files” button.

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In other words you can attach files using toolbar button, context menu or button on view form. Other actions are similar to the ones described in previous section.

External Data Field Type

Virto Bulk Upload for Microsoft SharePoint 2010 supports “External Data” field type. This means that you can easily select value from external data column just before file upload.

If external data field type is adjusted in SharePoint settings, when you open File Property window, you will be able to enter data in two possible modes:

  1. With help of autosuggestion;

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  2. By selecting required data from Grid.

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Click the first icon opposite External Column field to use autosuggestion and use the second one to open grid.

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Working with Virto Bulk File Download

When you have installed Virto Bulk File Download and activated it, you can use either as a web part placed on a SharePoint Document Library page or as an additional feature in “Action” menu.

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When you choose Bulk Download option, you will be able to download all necessary files from the document library or list. Pressing “Bulk Download’ shows all files of the chosen Document Library as a tree.

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Select files needs to be downloaded and press ‘Download’ button.

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Choose files location, name and Choose files location, name and press ‘Download’.

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If you use Tree View, you can select files for downloading from child folders.

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Fast Search

The Bulk File Download allows users to search necessary items to download. Just select [Fast Search] in drop-down list and enter your query in the text box.

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All items which contain this sequence of characters in the fields specified for searching will be shown. In the settings of the Bulk File Download, users can enable \ disable search, specify the maximum number of found files to be displayed, as well as specify fields used for search.

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If no fields are specified, the search will be carried out in all of the fields that are not hidden.

Caml Builder

The Bulk File Downloader allows users to use the Caml Builder for finding the necessary items to download. Select [CAML Builder] in drop-down list, then build a CAML query and click the button

«Apply CAML».

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In the settings of the Bulk File Download, users can enable \ disable this option.

Taxonomy Picker

If library or list contains a field with the metadata, the Bulk File Download provides ability to select items that contain the specified terms.

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In the settings of the Bulk File Download, users can enable \ disable Taxonomy Picker.

Settings

Users can to specify maximum number of displayed files in bulk download tree view and list view, and select default view type for bulk download.

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Size Limit

Bulk File Download web part allows users to set size limit size of selected files for downloading them as an archive. The limit can be set on the three levels:

  1. For the whole farm

    1. Go to “Central Administration” and open Virto Bulk File Downloader settings.

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    2. Define the value of size in megabytes.

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  2. For the site in site collection

    1. Open Site Settings in “Site Administration” and click “Virto Bulk Downloader Settings”.

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    2. Uncheck “Always follow farm Settings” and enter the limit.

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  3. For the list.

    1. Open list settings and click “Virto Bulk Downloader Settings” in “General Settings” block.

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    2. Uncheck “Follow Web Settings” and define the limit.

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Sample 1: Quick download

Choose files in the library and click “Download”.

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If the size of selected files is larger than defines limit, you will see the system message.

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Sample 2.

As in the sample1, select files and click “Bulk Download” – a modal window will appear. If the size of selected files is larger than defines limit, you will see the system message.

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All your files will be added into a single .zip archive.

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Working Virto Bulk File Download as a Web Part

Adding to a SharePoint Site Page

When you have installed Virto Bulk File Download and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Action” menu.

In case you need to use Virto Bulk File Download as a web part, go to “Site actions – Edit page”.

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Then choose “New Web Part Page” and create it. On the new page click “Add web part” and select Virto Bulk File Download in the list of component. Click “Add”.

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Web Part Settings

On the web part page press “Edit”/”Modify Shared Web Part”. Define the data source (library or list). Specify the Folder name if necessary. Select view that will be used when opening web part page. Other settings are the same as described in upload settings block.

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All files from the library or list will be shown on a web part page. Any user with an access to the page will be able to download files in a single .zip archive.

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Redirect URL settings

If necessary you can define redirect URL (URL to site that user will be redirected to after downloading or clicking “Cancel” button.

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Redirect URL can be also defined from query string.

Note: You should use Url encoding to encode text in query string Note: if value is set in query string, web part settings will be ignored. To define Redirect Url use redirect key.

Example: http://demo.virtosoftware.com/MultipleFileUploader/default.aspx?redirect=/default.aspx.

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Working with Virto Bulk File Delete

When you have installed Virto Bulk File Delete and activated it, you can use either as a web part placed on a SharePoint Document Library page or as an additional feature in “Action” menu.

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When you choose Bulk Delete option, you will be able to delete all necessary files from the document library or list. Pressing “Bulk Delete” shows all files of the chosen Document Library as a tree.

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If you use Tree View, you can select files for deleting from child folders.

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Select files needs to be deleted and click “Delete”.

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You will return to document library when deleting is done.

Working Virto Bulk File Delete as a Web Part

Adding to a SharePoint Site Page

When you have installed Virto Bulk File Delete and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Action” menu.

In case you need to use Virto Bulk File Delete as a web part, go to “Site actions – Edit page”.

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Then choose “New Web Part Page” and create it. On the new page click “Add web part” and select Virto Bulk File Delete in the list of component. Click “Add”.

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On the web part page press “Edit”/”Modify Shared Web Part”. Specify the Folder name if necessary. Select view that will be used when opening web part page.

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All files from the Document Library will be shown on a web part page. Any user has an access to the page will be able to delete files.

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Redirect URL settings

If necessary you can define redirect URL (URL to site that user will be redirected to after deleting or clicking “Cancel” button.

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Redirect URL can be also defined from query string.

Note: You should use Url encoding to encode text in query string Note: if value is set in query string, web part settings will be ignored. To define Redirect Url use redirect key.

Example: http://demo.virtosoftware.com/MultipleFileUploader/default.aspx?redirect=/default.aspx.

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Working with Virto Bulk File Copy & Move

When you have installed Virto Bulk File Copy & Move and activated it, you can use either as a web part placed on a SharePoint Document Library page or as an additional feature in “Action” menu.

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When you choose Bulk Copy Move option, you will be able to copy or move all necessary files from the document library or list to a certain place. Pressing “Bulk Copy Move” shows all files of the chosen Document Library as a tree.

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Select files needs to be copied or moved and select destination. Then click “Copy” (”Move”).

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If you use Tree View, you can select files for copying/moving all of them from child folders. You will return to document library when copying (moving) is done.

Using SharePoint View

You can use different SharePoint views to view files according to set parameters. This helps to find and check required files easier and then copy or move them. When you use “Bulk Copy Move” option in the actions menu of a certain list, select view of this list will be used for copy move as well.

Note: to create new view, go to list settings and create new view in “Views” section.

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If grouping and filters in selected view were adjusted, all of these settings will be saved for copy and move. So you can easily find required items and check them for copying/moving as described in the previous section.

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You can easily switch to any other view.

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If you’re using Bulk Copy Move as a web part, go to the nest section to know how views can be used for this case.

Working with Lists

Virto Copy&Move web part allows users to copy/move not only files from document libraries but work with SharePoint lists as well.

There are two modes for working with lists in Copy&Move web part: list mode and library mode.

When list mode is activated, you can copy or move list items. When library mode is activated, you can copy or move attachments to list items.

Go to required list and choose “Bulk File Copy&Move” in the “Actions” menu.

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Switch to list mode. (“Switch to library mode” button must be displayed). Select items you want to copy or move and define destination list on the right.

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Note: if Tree View is selected, items will be copied or moved in the same structure they existed in the SharePoint list. Copying/moving items in View mode does not allow to save the structure.

Now switch to “Library mode” (“Switch to list mode” button must be displayed).

If you enlarge an item, you will see existing attachments. Choose attachments you would like to copy/move and define destination folder. Attachments will be copied/moved to selected place.

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Note: the tree on the right shows only libraries in the library mode.

Note: folder structure is not saved in this mode.

Note: only items with attachments are displayed in this mode.

Note: the same options are available while working with Bulk File Copy&Move Web Part.

Working with Virto Bulk File Copy & Move as a Web Part

Adding to a SharePoint Site Page

When you have installed Virto Bulk File Copy & Move and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Action” menu.

In case you need to use Virto Bulk File Copy & Move as a web part, go to “Site actions – Edit page”.

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Then choose “New Web Part Page” and create it. On the new page click “Add web part” and select Virto Bulk File Copy & Move in the list of component. Click “Add”.

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On the web part page press “Edit”/”Modify Shared Web Part”. Define the data source (library or list). Specify the Folder name if necessary. Select view that will be used when opening web part page. You can define destination site url (in this case you will not have to define it every time while copying). Click “OK” to save the settings.

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All files from the Document Library will be shown on a web part page. Any user has an access to the page will be able to copy and move files according to the settings.

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Using SharePoint View for Copy Move Web Part

If you use Bulk Copy Move as a web part, you also can adjust which view to display by default and switch between views. Just go to web part settings and select default view. Save changes with “OK” or “Apply” button.

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Now the web part will show selected view by default. If grouping and filters in selected view were adjusted, all of these settings will be saved for copy and move.

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You can easily switch to any other view.

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Redirect URL settings

If necessary you can define redirect URL (URL to site that user will be redirected to after copying/moving or clicking “Cancel” button.

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Redirect URL can be also defined from query string.

Note: You should use Url encoding to encode text in query string Note: if value is set in query string, web part settings will be ignored. To define Redirect Url use redirect key.

Example: http://demo.virtosoftware.com/MultipleFileUploader/default.aspx?redirect=/default.aspx.

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Working with Virto Bulk Edit

General Actions

When you have installed Virto Bulk Edit and activated it, you can use it either as a web part placed on a SharePoint site page or as an additional feature in “Actions” menu in a SharePoint list or library.

Virto Bulk Edit is intended to edit list item preferences, for example, when you need to change status of multiple tasks in a task list.

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When you choose Bulk Edit option, you will be able to edit details of multiple files from the document library or items of a list. Choose “Bulk Edit” in the “Actions” menu, all files of the chosen list will be displayed as a tree. If you use Tree View, you can select files for editing from child folders (see Bulk Edit settings below).

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Select files to edit on the left and fields to edit on the right. For example, we need to change due date

for several tasks:

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And status:

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Note: if you did not specify a value for a required field while editing, you will see the message highlighted.

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When you have made all the required modifications on the displayed page, click “OK” to save them.

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The result of editing will be displayed in the list.

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Filters

Bulk Data Edit component allows applying various filters to files. The sample snapshots are made with help of SharePoint 2010 interface (Bulk Edit is used as a web part).

For instance you need to apply filter to the list. Select filter you would like to apply.

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In case you need to adjust a custom filter, use bulk edit button. In the popup window define parameters.

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As a result list with defined parameters will appear.

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Content Types

Bulk Data Edit component allows changing content types of files. The sample snapshots are made with help of SharePoint 2010 interface (Bulk Edit is used as a web part).

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Use bulk edit option to change content types of files. Select another content type (check box “Change content type” must be on).

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Click “OK” or “Apply” to save the settings.

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Virto Bulk Edit Settings

To open settings block of Virto Bulk Edit go to “Settings - List Settings – Virto Bulk Edit” block.

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On this page you can adjust which fields will be visible in the list and which of them will be checked by default or change the order of displayed fields.

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Here you can also define view that will be used for the displayed items.

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If you check the box “Check Treeview by default”, all files in the list will be checked by default.

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You can also enable and disable firing when items are edited in the workflow block and allow changing content type. Here you can also define long operation text.

Click “OK” to save the settings.

Working with Virto Bulk Edit as a Web Part

Adding to a SharePoint Site Page

When you have installed Virto Bulk Edit and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Action” menu.

In case you need to use Virto Bulk Edit as a web part, go to “Site actions – Edit page”.

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Then choose “New Web Part Page” and create it. On the new page click “Add web part” and select Virto Bulk Edit in the list of components. Click “Add”.

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On the web part page click “Edit”/”Modify Shared Web Part”. Specify the Folder name if necessary. Select view that will be used when opening web part page. Define fields that will be visible and checked by default.

Enter redirect URL if necessary to redirect after editing or using “Cancel” button (see Redirect URL settings below).

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Click “OK” to save the settings.

All files from the list will be shown on a web part page. Any user has an access to the page will be able to edit details of these files as described in previous sections.

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Redirect URL settings

If necessary you can define redirect URL (URL to site that user will be redirected to after editing or clicking “Cancel” button.

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Redirect URL can be also defined from query string.

Note: You should use Url encoding to encode text in query string Note: if value is set in query string, web part settings will be ignored. To define Redirect Url use redirect key.

Example: http://demo.virtosoftware.com/MultipleFile/default.aspx?redirect=/default.aspx.

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Working with Virto Bulk Check In and Approve

When you have installed Virto Bulk Check In and Approve and activated it, you can use it either as a web part placed on a SharePoint site page or as an additional feature in “Actions” menu in a SharePoint list or library.

This bulk check in function allows you to avoid the need of manual checking in each file individually. It enables you to check in multiple files quickly and easily.

Files to check in are marked with special icon.

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Go to “Actions – Bulk Check In”.

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The list of files in check in status will be displayed. Check the checkboxes opposite required files and use “Check In” button to check in them or “Discard Check Out” to check these files out.

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If document versioning is enabled, users with approve ability are allowed to approve or reject files (current versions).

Go to “Actions” menu in document library and click “Bulk Approve”.

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You can define view, for example “Approve/reject items” and select files to be approved or rejected.

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Depending on file’s status you can approve or reject it or send to “Pending” status.

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Click “OK” to save the changes.

Working with Virto Bulk Check In and Approve as a Web Part

When you have installed Virto Bulk Check In and Approve and activated it, you can use either as a web part placed on a SharePoint site page or as an additional feature in “Action” menu.

In case you need to use Virto Bulk Check In and Approve as a web part, go to “Site actions – Edit page”.

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Then choose “New Web Part Page” and create it. On the new page click “Add web part” and select Virto Bulk Edit in the list of components. Click “Add”.

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Select “Virto Bulk Approve” and “Virto Bulk Check In” and click “Add”.

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Then use “Modify Shared Web Part” button and define settings for the web parts (enter SharePoint site URL, define source list and folder, select default view and define redirect Url as described in previous sections).

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Click “OK” or “Apply” to save the settings. Virto Bulk Check In web part looks as follows:

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Virto Bulk Approve looks as follows:

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The actions can be done with files are described in “Working with Virto Bulk Check In and Approve” section.

Working with Virto Bulk File Unzip for SharePoint 2007

When you have installed Virto Bulk File Unzip and activated it, you can fully use its features on the SharePoint site.

Note: SharePoint 2007 version allows users to unpack single archive and does not support operations with bulk files (archives). See the next section.

Login to the SharePoint site and go to the document library where archives are uploaded.

Note: unpack options is available only for users with the rights of files creating.

Use “Unpack archive” from the context menu opposite required archive.

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Unpack options page will be displayed. Check the boxes depending on settings you want to apply:

  • Overwrite existing files (this option allows overwriting existing files with extracted ones);

  • Delete archive file after successful extraction (the archive will be deleted after unpacking, this helps to save more space on the disk);

  • Keep original files Created/Modified time (when files are extracted, the create time is the time of unpack, but you can use this checkbox and keep created/modified time of original files);

  • Enter password if it is required (if password is set for unpacking for the document library/site, enter this password to unpack). If password is not required, just leave this field empty.

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    Click “Extract” to complete the action. If the unpacking is successful, you will see the message. Click “Back to Document Library” to return to the site.

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    If something goes wrong, you will see the exception message. Archive can be partially unpacked.

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    Note: If the document library requires files to be checked out, unpack action will make check in and check out.

    Virto Bulk Unzip allows keeping structure of folders included into the archive after unpacking.

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    Open extracted folder. The structure of original folder is kept.

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    Unzip Settings

    Unzip settings can be defined for the current document library or for the whole SharePoint site. To define Unzip settings for the site, go to “Site Actions – Site Settings”.

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    And find “Virto Unzip Settings” in site administration block.

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    Define unzip options. These settings will be displayed after clicking “Unpack archive” for the file on this SP site.

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    Note: if unzip options are not defined for the whole site, all the checkboxes will be unchecked by default.

    Working with Virto Bulk File Unzip for SharePoint 2010

    Virto Bulk Unzip for SharePoint 2010 supports unpacking bulk files. And this is its main advantage comparing to 2007 version.

    When you have installed Virto Bulk File Unzip and activated it, you can fully use its features on the SharePoint site.

    Login to the SharePoint site and go to the document library where archives are uploaded.

    Note: unpack options is available only for users with the rights of files creating.

    Use “Unpack archive” from the context menu opposite required archive.

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    Unpack options page will be displayed in popup window. Check the boxes depending on settings you want to apply:

  • Overwrite existing files (this option allows overwriting existing files with extracted ones);

  • Delete archive file after successful extraction (the archive will be deleted after unpacking, this helps to save more space on the disk);

  • Keep original files Created/Modified time (when files are extracted, the create time is the time of unpack, but you can use this checkbox and keep created/modified time of original files);

  • Enter password if it is required (if password is set for unpacking for the document library/site, enter this password to unpack). If password is not required, just leave this field empty.

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Click “Extract” to complete the action. If the unpacking is successful, you will see the message. Click “Back to Document Library” to return to the site.

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If something goes wrong, you will see the exception message. Archive can be partially unpacked.

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Note: If the document library requires files to be checked out, unpack action will make check in and check out.

As it is said before Virto Bulk Unzip for SharePoint 2010 supports unpacking bulk archives. Just select archives in the library and use “Unpack archive(s)” button on the tools panel.

Then define settings in the popup window if you need.

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Extracted files and folders will appear in the document library.

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Virto Bulk Unzip allows keeping structure of folders included into the archive after unpacking.

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Open extracted folder. The structure of original folder is kept.

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Unzip Settings

Unzip settings can be defined for the current document library or for the whole SharePoint site. To define Unzip settings for the site, go to “Site Actions – Site Settings”.

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And find “Virto Unzip Settings” in site administration block.

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Define unzip options. These settings will be displayed after clicking “Unpack archive” for the file on this SP site.

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Note: if unzip options are not defined for the whole site, all the checkboxes will be unchecked by default.

Version Release History

Virto Bulk File Upload

Release Date

Version

Description

08/19/2013

v.5.0.0

New License Manager

03/16/2012

v.4.5.0

Added integration with Virto Zip Utility for SharePoint. Added resize image details panel into file properties. Added unzip details panel into file properties.

Added ability to read "Destination Folder" property in Bulk Upload Web Part from RootFolder query string.

Added ability to refresh page after upload in Bulk Upload Web Part if set redirect url to 'refresh'.

Fixed Web Part doesn’t work if several alternate access mapping was configured.

Fixed Web Part doesn’t work if wrong site url was configured.

02/06/2012

v.4.0.0

Support "External Data" field type.

Added auto-resize if open bulk upload form in a dialog. Added German localization. Thanks to Jan Schumann. Added "load list schema" asynchronous operation.

Added Ability to configure Bulk Upload settings for a whole farm. Updated Check-in comment is empty.

Updated default selected element for Lookup fields.

Updated "Attach Multiple files" buttons are disabled if Attachments is disabled.

Fixed default value for title field (vti_title).

Fixed Bulk upload could cause "A script on this page is causing Internet Explorer to run slowly" warning in IE.

12/02/2011

v.3.7.0

Added the capability of resizing jpeg images before upload.

08/16/2011

v.3.5.0

Added support for "Allow 'Fill-in' choices" property in Choice columns.

Added "Maximum File Size" settings. Specify maximum size allowed for a single file upload.

Added "Maximum Upload Size" settings. Specify maximum size allowed for bulk uploading. A group of files cannot be uploaded if the combined size is greater than this setting.

Added "Allowed File Types" settings. Fixed field ordering for content types.

Fixed Drag & Drop file operation for Firefox on Mac OS.

Fixed problem don't close tree and suggestion control if click outside the box.

05/10/2011

v.3.0.0

Support "Virto Cross Site and Cascaded Look up" field type. Added possibility to change the destination folder.

Added "Virto Bulk Upload" settings page into List Settings. Use this page to configure Bulk File Upload Settings.

Added "Virto Bulk Upload" settings page into Site Settings. Use this page to configure Bulk File Upload Settings.

Added "Allow to change destination folder" web part property. Added ability to configure "Destination Folder" property in Bulk Upload Web Part from query string "vti_DestFolder".

Ex:vti_DestFolder=Folder1\Folder2) for Bulk File Upload WebPart. Added ability to configure "Default Values" property in Bulk Upload Web Part from query string. Use [QueryString:QueryStringKey] active tag.

Ex: ProjectId=[QueryString:PrjId]. Set ProjectId field to value from Query String key PrjId.

Added ability to configure "Destination Folder" property in Bulk Upload Web Part from query string. Use [QueryString:QueryStringKey] active tag.

Added ability to configure "Redirect Url" property in Bulk Upload Web Part from query string. Use [QueryString:QueryStringKey] active tag.

02/11/2011

v.2.0.0

Added support for Content Type.

Added Upload Attachments toolbar button on list item view form. Added Upload Attachments context menu for list items.

Added Cut-Copy-Paste menu for Text properties. Fixed Upload to Document Set problem.

01/13/2011

v.1.9.0

Support Person or Group field type. Support Hyperlink or Picture field type.

Added "Overwrite existing files" WebPart property. Customize "Overwrite existing files" checkbox default state.

Added ability to configure "Destination Folder" from query string (DestFolder, Ex:DestFolder=Folder1\Folder2) for Bulk File Upload WebPart.

12/17/2010

v.1.8.0

Support lookup fields.

Added "Redirect Url" WebPart property. Bulk Upload will redirect from current page by Cancel (Done) button click.

Added "Default Values" WebPart property. Bulk Upload will use default values from WebPart property instead of SharePoint library.

Added ability to configure "Redirect Url" from query string (redirect ket) for Bulk File Upload WebPart.

Added ability to configure "Default Values" from query string (vti_title, vti_[FieldName], Ex: vti_Expired=true. Set Expired is equal to true) for Bulk File Upload WebPart

08/06/2010

v.1.7.0

Added Content type column.

Added Extendable content type image storage. You can upload your content type icons to "[SP Hive]\12\TEMPLATE\IMAGES\Virto.SharePoint.FileUploader\Content Types\" folder.

File should have [EXTENSION].PNG file name.

Added file's property editor. Supported column types: Single line of text, Multiple lines of text, Choice, Number, Currency, Date and Time and Yes/No (check box)

Added batch meta-field editor.

Added French, German and Russian localizations.

05/26/2010

v.1.5.6

Fixed "space to plus in file name" problem.

05/26/2010

v.1.5.5

Added LARGE files support (2Gb +) with Intelligent optimization. Added smooth progress.

Added upload error dialog.

05/17/2010

v.1.2.0

Fixed Drag&Drop on MAC in Safari.

05/07/2010

v.1.1.0

Added Multi File Uploader Web Part Fixed typos

04/16/2010

v.1.0.0 Beta

First Public Release

Virto Bulk File Download

09/03/2013

v.3.0.0

New License Manager

12/17/2010

v.2.0.0

Support List

Select Files From Sub-folder in [Tree View] Redirect Url (Web-Part mode)

Redirect Url from Query String (Web-Part mode)

08/20/2010

v.1.0.0 Beta

First Public Release

Virto Bulk File delete

09/03/2013

v.3.0.0

New License Manager

12/17/2010

v.2.0.0

Support List

Select Files From Sub-folder in [Tree View] Redirect Url (Web-Part mode)

Redirect Url from Query String (Web-Part mode)

08/20/2010

v.1.0.0 Beta

First Public Release

Virto Bulk File Copy & Move

09/03/2013

v.3.0.0

New License Manager

12/17/2010

v.2.0.0

Support List

Select Files From Sub-folder in [Tree View] Redirect Url (Web-Part mode)

Redirect Url from Query String (Web-Part mode)

11/10/2010

v.1.5.0

The Document Libraries views is available from the Copy and Move Screen.

08/25/2010

v.1.0.0 Beta

First Public Release

Virto Bulk Edit

09/03/2013

v.3.0.0

New License Manager

01/26/2011

v.1.0.0

First Public Release

Virto Bulk Check In and Approve

09/03/2013

v.2.0.0

New License Manager

05/23/2011

v.1.0.0

First Public Release

Virto Bulk Files Unzip

09/03/2013

v.2.0.0

New License Manager

02/22/2012

v.1.0.0

First Public Release