FileHold Instrumentation Utility - FileHold Library Setup

 

• If using Windows 2008 / R2 x64 - You can find the FHInstrumentation tool at C:\Program Files\FileHold Systems\FH\FileHold\FHInstrumentation
• using Windows 2003 R2 - You can find the FHInstrumentation tool at C:\inetpub\wwwroot\FH\FileHold\FHAdministration

FileHold Library Setup

This tool within the FileHold Instrumentation utility provides three (3) specific functions.

Export Configuration - You can export out your FileHold library configuration (Schemas, metadata fields, cabinet, drawer, folder groups, folder(s), local users, FileHold groups). You can export out a specific item as well. Use the Import Configuration option to import the configuration settings back in.

Import Configuration - You can import a configuration into a FileHold server, duplicate / already existing objects are skipped/ignored by the utility.

Export Documents (with metadata): You can export out, on a Cabinet or Folder basis, the documents/files stored in the document management server, along with their metadata. Use the Manage Imports Tool to import the documents and their metadata back in.

This does not remove documents / metadata from the document management server, instead, it copies these files externally from FileHold via the export process.

Step 1 - Make sure you are a system administrator before running this tool Also, if exporting out thousands or millions of documents - do this when users are not using the system, and make sure you have plenty of disk space to perform this task. This may take some time to perform based on how powerful your server is.

Select Export Documents:

 

Step 2:  Supply the path to the LoginForm.aspx page using localhost, as well as your user account information (this should be a system administrator account), as well as the export path. Disable anti-virus for fastest performance.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3: Click Next and select the Cabinet or a specific folder you wish to export.

Then click Next.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

After a period of time - the process will complete. You can then take this file, and run the tool again on a different FileHold 09 server to import the Cabinet/drawer/folders, schemas, metadata fields and even user/group accounts.

The import process will ask you exactly what you want to import.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4: Review final output.