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zopyx.plone.migration

Export/import migration script for Plone 2/3 sites to Plone 4

The purpose of this package is to provide scripts to export AT-based content into a more generic format that can be used by an importer script for re-import into a Plone 4 site. The main goal of the scripts is to get Plone content in a more clean way out of Plone 2/3 site and to import it into a clean way into a fresh Plone 4 site.

Installation

Add the following to your buildout:

[buildout]
parts =
    exportimport

[exportimport]
recipe = zc.recipe.egg:scripts
eggs = zopyx.plone.migration

[versions]
lxml = 3.3.6  # newest 3.4.0 drops python < 2.6 support

Export of a Plone site

Prequisites: your Plone site/server must be stopped or you must be running Plone through ZEO.

The exporter will export the following items from a Plone site:

  • members (member name, member password, global member roles)
  • groups (group name, group members, global group roles)
  • structure of the site (folder structure including local roles and review state)
  • all Archetypes-based content with all metadata of a content item that has been defined through an Archetype schema (plus some extra data like review state, local roles, related items)
  • workflow states (also deals with PlaceFulworkflow)
  • local roles (including blocking/inheritance of local roles)
  • object position in parent
  • related items
  • default pages

Usage:

bin/instance run bin/exporter --path /path/to/<plone_id> --output <directory>

Options:

-u NAME, --user NAME
 Username to use to access the database. Defaults to admin.
-p PATH, --path PATH
 Path to the Plone site. E.g. -p /Plone.
-o PATH, --output OUTPUT
 Path to the export directory. E.g. -o export.
-v, --verbose Verbose output.
-i LIST, --ignore LIST
 Comma seperated list of portal type names to ignore. Enclose names which include a space within quotes. E.g. -i 'Address Book',FormFolder.
-b, --batch_size
 Batch size. Defaults to 0. If bigger than 0, the content export is batched.
-s, --batch_start
 Batch start. Defaults to 0. If bigger than 0, it's assumed, that an initial export was already done and only the content will be exported, starting at batch_start.

The exporter will create a self-contained directory with the exported data unter <directory>/<plone_id>. The directory contains two INI files contents.ini and structure.ini that describe the hierarchy structure of the exported site and exported contents.

The metadata and real content of each object is stored within the content subfolder. This directory will contain on file per exported content object. The filename is determined by the original UID of the content object. For binary files like File or Image there is a <uid>.bin file which will contain the original binary data. The files (except the .bin files) are serialized using Python's Pickle mechanism in order to avoid serialization issues and to preserve the data as is.

In addition the exporter cares out the export of members and groups (members.ini, groups.ini).

Note that the bin/exporter script is not directly callable. It must always be run using the bin/instance run somescript.py mechanism of the Plone startup script - always!

The export has been tested against Plone 2.5 and Plone 3.3.

Importing to a new Plone site

For importing a formerly exported Plone site you must use the following command-line:

bin/instance run bin/importer -i <input-directory> [-t] [-v]

input-directory is here the full path to the formerly created output directory (--output parameter + site prefix). The import script will create a new Plone site under sites/<site-prefix>. The site-prefix is taken from the last path component of the output directory. You can specify the -t or --timestamp option in order to add a timestamp to the site id of the new Plone site. This is useful for re-running the importer script multiple times. The sites prefix (a folder in Plone can be customized using the -d or --dest-folder commandline option. The importer assumes that there is an admin account with manager permissions inside the root acl_users folder (use -u or -user option for overriding the default admin account name).

To do

  • support commandline parameter for specifying a list of extension profiles to be used while creating a new Plone site
  • better dealing with arbitrary --dest-folder options

Licence

This package is licenced under the Zope Public Licence V 2.1 (ZPL 2.1)

Author

ZOPYX Limited
Andreas Jung
Hundskapfklinge 33
D-72074 Tübingen, Germany

Written for Veit Schiele Communications GmbH (www.veit-schiele.de)

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