collective.exportimport 1.6

An add-on for Plone to Export and import content, members, relations, translations and localroles.

collective.exportimport

Export and import content, members, relations, translations, localroles and much more.

Export and import all kinds of data from and to Plone sites using a intermediate json-format. The main use-case is migrations since it enables you to for example migrate from Plone 4 with Archetypes and Python 2 to Plone 6 with Dexterity and Python 3 in one step. Most features use plone.restapi to serialize and deserialize data.

Contents

• Features

• Usage

  • Export

  • Import

• Use-cases

  • Migrations

  • Other

• Details

  • Export content

  • Import content

  • Use for migrations

  • Control creating imported content

  • Export versioned content

• Notes on speed and large migrations

• Customize export and import

  • Export Example

  • Import Example

  • Automate export and import

• FAQ, Tips and Tricks

  • Using global_obj_hook during export

  • Using dict-hooks during export

  • Export/Import placeful workflow policy

  • Using dict-hooks during import

  • Change workflow

  • Export/Import Annotations

  • Export/Import Marker Interfaces

  • Skip versioning during import

  • Dealing with validation errors

    • Use a simple setter

    • Defer import

  • Handle LinguaPlone content

  • Alternative ways to handle items without parent

  • Export/Import Zope Users

  • Export/Import properties, registry-settings and installed addons

    • Export/Import installed settings and add-ons

    • Export/Import registry settings

  • Migrate PloneFormGen to Easyform

  • Export and import collective.cover content

  • Fixing invalid collection queries

  • Migrate to Volto

• Written by

• Installation

• Contribute

  • Support

  • License

• Contributors

• Changelog

  • 1.6 (2022-10-07)

  • 1.5 (2022-04-26)

  • 1.4 (2022-01-07)

  • 1.3 (2021-12-08)

  • 1.2 (2021-10-11)

  • 1.1 (2021-08-02)

  • 1.0 (2021-04-27)

  • 1.0b1 (2021-03-26)

  • 1.0a2 (2021-03-11)

  • 1.0a1 (2021-03-10)

Features

• Export & Import content

• Export & Import members and groups with their roles

• Export & Import relations

• Export & Import translations

• Export & Import local roles

• Export & Import order (position in parent)

• Export & Import discussions/comments

• Export & Import versioned content

• Export & Import redirects

Export supports:

• Plone 4, 5 and 6

• Archetypes and Dexterity

• Python 2 and 3

• plone.app.multilingual, Products.LinguaPlone, raptus.multilanguagefields

Import supports:

• Plone 5.2+, Dexterity, Python 2 and 3, plone.app.multilingual

Usage

Export

Use the form with the URL /@@export_content, and select what you want to export:

You can export one or more types and a whole site or only a specific path in a site. Since items are exported ordered by path importing them will create the same structure as you had originally.

The downloaded json-file will have the name of the path you exported from, e.g. Plone.json.

The exports for members, relations, localroles and relations are linked to in this form but can also be called individually: /@@export_members, /@@export_relations, /@@export_localroles, /@@export_translations, /@@export_ordering, /@@export_discussion.

Import

Use the form with the URL /@@import_content, and upload a json-file that you want to import:

The imports for members, relations, localroles and relations are linked to in this form but can also be called individually: /@@import_members, /@@import_relations, /@@import_localroles, /@@import_translations, /@@import_ordering, /@@import_discussion.

As a last step in a migration there is another view @@reset_dates that resets the modified date on imported content to the date initially contained in the imported json-file. This is necessary since varous changes during a migration will likely result in a updated modified-date. During import the original is stored as obj.modification_date_migrated on each new object and this view sets this date.

Use-cases

Migrations

When a in-place-migration is not required you can choose this addon to migrate the most important parts of your site to json and then import it into a new Plone instance of your targeted version:

• Export content from a Plone site (it supports Plone 4 and 5, Archetypes and Dexterity, Python 2 and 3).

• Import the exported content into a new site (Plone 5.2+, Dexterity, Python 3)

• Export and import relations, users and groups with their roles, translations, local roles, ordering, dedault-pages, comments, portlets and redirects.

How to migrate additional features like Annotations or Marker Interfaces is discussed in the FAQ section.

Other

You can use this addon to

• Archive your content as json

• Export data to prepare a migration to another system

• Combine content from mutiple plone-sites into one.

• Import a plone-site as a subsite into another.

• Import content from other systems as long as it fits the required format.

• Update or replace existing data

• …

Details

Export content

Exporting content is basically a wrapper for the serializers of plone.restapi:

from plone.restapi.interfaces import ISerializeToJson
from zope.component import getMultiAdapter

serializer = getMultiAdapter((obj, request), ISerializeToJson)
data = serializer(include_items=False)

Import content

Importing content is a elaborate wrapper for the deserializers of plone.restapi:

from plone.restapi.interfaces import IDeserializeFromJson
from zope.component import getMultiAdapter

container.invokeFactory(item['@type'], item['id'])
deserializer = getMultiAdapter((new, self.request), IDeserializeFromJson)
new = deserializer(validate_all=False, data=item)

Use for migrations

A main use-case of this package is migration from one Plone-Version to another.

Exporting Archetypes content and importing that as Dexterity content works fine but due to changes in field-names some settings would get lost. For example the setting to exclude content from the navigation was renamed from excludeFromNav to exclude_from_nav.

To fix this you can check the checkbox “Modify exported data for migrations”. This will modify the data during export:

• Drop unused data (e.g. next_item and components)

• Remove all relationfields

• Change some fieldnames that changed between AT and DX

  • excludeFromNav → exclude_from_nav

  • allowDiscussion → allow_discussion

  • subject → subjects

  • expirationDate → expires

  • effectiveDate → effective

  • creation_date → created

  • modification_date → modified

  • startDate → start

  • endDate → end

  • openEnd → open_end

  • wholeDay → whole_day

  • contactEmail → contact_email

  • contactName → contact_name

  • contactPhone → contact_phone

• Update view names on Folders and Collection thet changed since Plone 4.

• Export ATTopic and their criteria to Collections with querystrings.

• Update Collection-criteria.

• Links and images in Richtext-Fields of content and portlets have changes since Plone 4. the view /@@fix_html allows you to fix these.

Control creating imported content

You can choose between four options how to deal with content that already exists:

• Skip: Don’t import at all

• Replace: Delete item and create new

• Update: Reuse and only overwrite imported data

• Ignore: Create with a new id

Imported content is initially created with invokeFactory using portal_type and id of the exported item before deserialing the rest of the data. You can set additional values by specifying a dict factory_kwargs that will be passed to the facory. Like this you can set values on the imported object that are expected to be there by subscribers to IObjectAddedEvent.

Export versioned content

Exporting versions of Archetypes content will not work because of a bug in plone.restapi (https://github.com/plone/plone.restapi/issues/1335). For export to work you need to use a version between 7.7.0 and 8.0.0 (if released) or a source-checkout of the branch 7.x.x.

Notes on speed and large migrations

Exporting and importing large amounts of content can take a while. Export is pretty fast but import is constrained by some features of Plone, most importantly versioning:

• Importing 5000 Folders takes ~5 minutes

• Importing 5000 Documents takes >25 minutes because of versioning.

• Importing 5000 Documents without versioning takes ~7 minutes.

During import you can commit every x number of items which will free up memory and disk-space in your TMPDIR (where blobs are added before each commit).

When exporting large numbers of blobs (binary files and images) you will get huge json-files and may run out of memory. You have various options to deal with this. The best way depends on how you are going to import the blobs:

• Export as download urls: small download, but collective.exportimport cannot import the blobs, so you will need an own import script to download them.

• Export as base-64 encoded strings: large download, but collective.exportimport can handle the import.

• Export as blob paths: small download and collective.exportimport can handle the import, but you need to copy var/blobstorage to the Plone Site where you do the import or set the environment variable COLLECTIVE_EXPORTIMPORT_BLOB_HOME to the old blobstorage path: export COLLECTIVE_EXPORTIMPORT_BLOB_HOME=/path-to-old-instance/var/blobstorage.

Customize export and import

This addon is designed to be adapted to your requirements and has multiple hooks to make that easy.

To make that easier here are packages you can reuse to override and extend the export and import. Use these templates and adapt them to your own projects:

• https://github.com/starzel/contentexport

• https://github.com/starzel/contentimport

Many examples for customizing the export and import are collected in the chapter “FAQ, Tips and Tricks” below.

Note

As a rule of thumb you should make changes to the data during import unless you need access to the original object for the required changes. One reason is that this way the serialized content in the json-file more closely represents the original data. Another reason is that it allows you to fix issues during the process you are currently developing (i.e. without having to redo the export).

Export Example

from collective.exportimport.export_content import ExportContent

class CustomExportContent(ExportContent):

    QUERY = {
        'Document': {'review_state': ['published', 'pending']},
    }

    DROP_PATHS = [
        '/Plone/userportal',
        '/Plone/en/obsolete_content',
    ]

    DROP_UIDS = [
        '71e3e0a6f06942fea36536fbed0f6c42',
    ]

    def update(self):
        """Use this to override stuff before the export starts
        (e.g. force a specific language in the request)."""

    def start(self):
        """Hook to do something before export."""

    def finish(self):
        """Hook to do something after export."""

    def global_obj_hook(self, obj):
        """Inspect the content item before serialisation data.
        Bad: Changing the content-item is a horrible idea.
        Good: Return None if you want to skip this particular object.
        """
        return obj

    def global_dict_hook(self, item, obj):
        """Use this to modify or skip the serialized data.
        Return None if you want to skip this particular object.
        """
        return item

    def dict_hook_document(self, item, obj):
        """Use this to modify or skip the serialized data by type.
        Return the modified dict (item) or None if you want to skip this particular object.
        """
        return item

Register it with your own browserlayer to override the default:

<browser:page
    name="export_content"
    for="zope.interface.Interface"
    class=".custom_export.CustomExportContent"
    layer="My.Custom.IBrowserlayer"
    permission="cmf.ManagePortal"
    />

Import Example

from collective.exportimport.import_content import ImportContent

class CustomImportContent(ImportContent):

    CONTAINER = {'Event': '/imported-events'}

    # These fields will be ignored
    DROP_FIELDS = ['relatedItems']

    # Items with these uid will be ignored
    DROP_UIDS = ['04d1477583c74552a7fcd81a9085c620']

    # These paths will be ignored
    DROP_PATHS = ['/Plone/doormat/', '/Plone/import_files/']

    # Default values for some fields
    DEFAULTS = {'which_price': 'normal'}

    def start(self):
        """Hook to do something before importing one file."""

    def finish(self):
        """Hook to do something after importing one file."""

    def global_dict_hook(self, item):
        if isinstance(item.get('description', None), dict):
            item['description'] = item['description']['data']
        if isinstance(item.get('rights', None), dict):
            item['rights'] = item['rights']['data']
        return item

    def dict_hook_customtype(self, item):
        # change the type
        item['@type'] = 'anothertype'
        # drop a field
        item.pop('experiences', None)
        return item

    def handle_file_container(self, item):
        """Use this to specify the container in which to create the item in.
        Return the container for this particular object.
        """
        return return self.portal['imported_files']

Register it:

<browser:page
    name="import_content"
    for="zope.interface.Interface"
    class=".custom_import.CustomImportContent"
    layer="My.Custom.IBrowserlayer"
    permission="cmf.ManagePortal"
    />

Automate export and import

Run all exports and save all data in var/instance/:

from plone import api
from Products.Five import BrowserView

class ExportAll(BrowserView):

    def __call__(self):
        export_content = api.content.get_view("export_content", self.context, self.request)
        self.request.form["form.submitted"] = True
        export_content(
            portal_type=["Folder", "Document", "News Item", "File", "Image"],  # only export these
            include_blobs=2,  # Export files and images as blob paths
            download_to_server=True)

        other_exports = [
            "export_relations",
            "export_members",
            "export_translations",
            "export_localroles",
            "export_ordering",
            "export_defaultpages",
            "export_discussion",
            "export_portlets",
            "export_redirects",
        ]
        for name in other_exports:
            view = api.content.get_view(name, portal, request)
            # This saves each export in var/instance/export_xxx.json
            view(download_to_server=True)

        # Important! Redirect to prevent infinite export loop :)
        return self.request.response.redirect(self.context.absolute_url())

Run all imports using the data exported in the example above:

from collective.exportimport.fix_html import fix_html_in_content_fields
from collective.exportimport.fix_html import fix_html_in_portlets
from pathlib import Path
from plone import api
from Products.Five import BrowserView


class ImportAll(BrowserView):

    def __call__(self):
        portal = api.portal.get()

        # Import content
        view = api.content.get_view("import_content", portal, request)
        request.form["form.submitted"] = True
        request.form["commit"] = 500
        view(server_file="Plone.json", return_json=True)
        transaction.commit()

        # Run all other imports
        other_imports = [
            "relations",
            "members",
            "translations",
            "localroles",
            "ordering",
            "defaultpages",
            "discussion",
            "portlets",
            "redirects",
        ]
        cfg = getConfiguration()
        directory = Path(cfg.clienthome) / "import"
        for name in other_imports:
            view = api.content.get_view(f"import_{name}", portal, request)
            path = Path(directory) / f"export_{name}.json"
            results = view(jsonfile=path.read_text(), return_json=True)
            logger.info(results)
            transaction.commit()

        # Run cleanup steps
        results = fix_html_in_content_fields()
        logger.info("Fixed html for %s content items", results)
        transaction.commit()

        results = fix_html_in_portlets()
        logger.info("Fixed html for %s portlets", results)
        transaction.commit()

        reset_dates = api.content.get_view("reset_dates", portal, request)
        reset_dates()
        transaction.commit()

Note

The views @@export_all and @@import_all are also contained in the helper-packages https://github.com/starzel/contentexport and https://github.com/starzel/contentimport

FAQ, Tips and Tricks

This section covers frequent use-cases and examples for features that are not required for all migrations.

Using global_obj_hook during export

Using global_obj_hook during export to inspect content and decide to skip it.

def global_obj_hook(self, obj):
    # Drop subtopics
    if obj.portal_type == "Topic" and obj.__parent__.portal_type == "Topic":
        return

    # Drop files and images from PFG formfolders
    if obj.__parent__.portal_type == "FormFolder":
        return
    return obj

Using dict-hooks during export

Use global_dict_hook during export to inspect content and modify the serialized json. You can also use dict_hook_<somecontenttype> to better structure your code for readability.

Sometimes you need to handle data that you add in global_dict_hook during export in corresponding code in global_object_hook during import.

The following example about placeful workflow policy is a perfect example for that pattern:

Export/Import placeful workflow policy

Export:

def global_dict_hook(self, item, obj):
    if obj.isPrincipiaFolderish and ".wf_policy_config" in obj.keys():
        wf_policy = obj[".wf_policy_config"]
        item["exportimport.workflow_policy"] = {
            "workflow_policy_below": wf_policy.workflow_policy_below,
            "workflow_policy_in": wf_policy.workflow_policy_in,
        }
    return item

Import:

def global_obj_hook(self, obj, item):
    wf_policy = item.get("exportimport.workflow_policy")
    if wf_policy:
        obj.manage_addProduct["CMFPlacefulWorkflow"].manage_addWorkflowPolicyConfig()
        wf_policy_config = obj[".wf_policy_config"]
        wf_policy_config.setPolicyIn(wf_policy["workflow_policy_in"], update_security=True)
        wf_policy_config.setPolicyBelow(wf_policy["workflow_policy_below"], update_security=True)

Using dict-hooks during import

A lot of fixes can be done during import using the global_dict_hook or dict_hook_<contenttype>.

Here we prevent the expire-date to be before the effective date since that would lead to validation-errors during deserializing:

def global_dict_hook(self, item):
    effective = item.get('effective', None)
    expires = item.get('expires', None)
    if effective and expires and expires <= effective:
        item.pop('expires')
    return item

Here we drop empty lines from the creators:

def global_dict_hook(self, item):
    item["creators"] = [i for i in item.get("creators", []) if i]
    return item

This example migrates a PloneHelpCenter to a simple folder/document structure during import. There are a couple more types to handle (as folder or document) but you get the idea, don’t you?

def dict_hook_helpcenter(self, item):
    item["@type"] = "Folder"
    item["layout"] = "listing_view"
    return item

def dict_hook_helpcenterglossary(self, item):
    item["@type"] = "Folder"
    item["layout"] = "listing_view"
    return item

def dict_hook_helpcenterinstructionalvideo(self, item):
    item["@type"] = "File"
    if item.get("video_file"):
        item["file"] = item["video_file"]
    return item

def dict_hook_helpcenterlink(self, item):
    item["@type"] = "Link"
    item["remoteUrl"] = item.get("url", None)
    return item

def dict_hook_helpcenterreferencemanualpage(self, item):
    item["@type"] = "Document"
    return item

If you change types during import you need to take care of other cases where types are referenced.Examples are collection-queries (see “Fixing invalid collection queries” below) or constrains (see here):

PORTAL_TYPE_MAPPING = {
    "Topic": "Collection",
    "FormFolder": "EasyForm",
    "HelpCenter": "Folder",
}

def global_dict_hook(self, item):
    if item.get("exportimport.constrains"):
        types_fixed = []
        for portal_type in item["exportimport.constrains"]["locally_allowed_types"]:
            if portal_type in PORTAL_TYPE_MAPPING:
                types_fixed.append(PORTAL_TYPE_MAPPING[portal_type])
            elif portal_type in ALLOWED_TYPES:
                types_fixed.append(portal_type)
        item["exportimport.constrains"]["locally_allowed_types"] = list(set(types_fixed))

        types_fixed = []
        for portal_type in item["exportimport.constrains"]["immediately_addable_types"]:
            if portal_type in PORTAL_TYPE_MAPPING:
                types_fixed.append(PORTAL_TYPE_MAPPING[portal_type])
            elif portal_type in ALLOWED_TYPES:
                types_fixed.append(portal_type)
        item["exportimport.constrains"]["immediately_addable_types"] = list(set(types_fixed))
    return item

Change workflow

REVIEW_STATE_MAPPING = {
    "internal": "published",
    "internally_published": "published",
    "obsolete": "private",
    "hidden": "private",
}

def global_dict_hook(self, item):
    if item.get("review_state") in REVIEW_STATE_MAPPING:
        item["review_state"] = REVIEW_STATE_MAPPING[item["review_state"]]
    return item

Export/Import Annotations

Some core-features of Plone (e.g. comments) use annotations to store data. The core features are already covered but your custom code or community addons may use annotations as well. Here is how you can migrate them.

Export: Only export those Annotations that your really need.

from zope.annotation.interfaces import IAnnotations
ANNOTATIONS_TO_EXPORT = [
    "syndication_settings",
]
ANNOTATIONS_KEY = 'exportimport.annotations'

class CustomExportContent(ExportContent):

    def global_dict_hook(self, item, obj):
        item = self.export_annotations(item, obj)
        return item

    def export_annotations(self, item, obj):
        results = {}
        annotations = IAnnotations(obj)
        for key in ANNOTATIONS_TO_EXPORT:
            data = annotations.get(key)
            if data:
                results[key] = IJsonCompatible(data, None)
        if results:
            item[ANNOTATIONS_KEY] = results
        return item

Import:

from zope.annotation.interfaces import IAnnotations
ANNOTATIONS_KEY = "exportimport.annotations"

class CustomImportContent(ImportContent):

    def global_obj_hook(self, obj, item):
        item = self.import_annotations(obj, item)
        return item

    def import_annotations(self, obj, item):
        annotations = IAnnotations(obj)
        for key in item.get(ANNOTATIONS_KEY, []):
            annotations[key] = item[ANNOTATIONS_KEY][key]
        return item

Some features also store data in annotations on the portal, e.g. plone.contentrules.localassignments, plone.portlets.categoryblackliststatus, plone.portlets.contextassignments, syndication_settings. Depending on your requirements you may want to export and import those as well.

Export/Import Marker Interfaces

Export: You may only want to export the marker-interfaces you need. It is a good idea to inspect a list of all used marker interfaces in a portal before deciding what to migrate.

from zope.interface import directlyProvidedBy

MARKER_INTERFACES_TO_EXPORT = [
    "collective.easyslider.interfaces.ISliderPage",
    "plone.app.layout.navigation.interfaces.INavigationRoot",
]
MARKER_INTERFACES_KEY = "exportimport.marker_interfaces"

class CustomExportContent(ExportContent)

    def global_dict_hook(self, item, obj):
        item = self.export_marker_interfaces(item, obj)
        return item

    def export_marker_interfaces(self, item, obj):
        interfaces = [i.__identifier__ for i in directlyProvidedBy(obj)]
        interfaces = [i for i in interfaces if i in MARKER_INTERFACES_TO_EXPORT]
        if interfaces:
            item[MARKER_INTERFACES_KEY] = interfaces
        return item

Import:

from plone.dexterity.utils import resolveDottedName
from zope.interface import alsoProvides

MARKER_INTERFACES_KEY = "exportimport.marker_interfaces"

class CustomImportContent(ImportContent):

    def global_obj_hook_before_deserializing(self, obj, item):
        """Apply marker interfaces before deserializing."""
        for iface_name in item.pop(MARKER_INTERFACES_KEY, []):
            try:
                iface = resolveDottedName(iface_name)
                if not iface.providedBy(obj):
                    alsoProvides(obj, iface)
                    logger.info("Applied marker interface %s to %s", iface_name, obj.absolute_url())
            except ModuleNotFoundError:
                pass
        return obj, item

Skip versioning during import

The event-handlers of versioning can seriously slow down your imports. It is a good idea to skip it before the import:

VERSIONED_TYPES = [
    "Document",
    "News Item",
    "Event",
    "Link",
]

def start(self):
    self.items_without_parent = []
    portal_types = api.portal.get_tool("portal_types")
    for portal_type in VERSIONED_TYPES:
        fti = portal_types.get(portal_type)
        behaviors = list(fti.behaviors)
        if 'plone.versioning' in behaviors:
            logger.info(f"Disable versioning for {portal_type}")
            behaviors.remove('plone.versioning')
        fti.behaviors = behaviors

Re-enable versioning and create initial versions after all imports and fixes are done, e.g in the view @@import_all.

from Products.CMFEditions.interfaces.IModifier import FileTooLargeToVersionError

VERSIONED_TYPES = [
    "Document",
    "News Item",
    "Event",
    "Link",
]

class ImportAll(BrowserView):

    # re-enable versioning
    portal_types = api.portal.get_tool("portal_types")
    for portal_type in VERSIONED_TYPES:
        fti = portal_types.get(portal_type)
        behaviors = list(fti.behaviors)
        if "plone.versioning" not in behaviors:
            behaviors.append("plone.versioning")
            logger.info(f"Enable versioning for {portal_type}")
        if "plone.locking" not in behaviors:
            behaviors.append("plone.locking")
            logger.info(f"Enable locking for {portal_type}")
        fti.behaviors = behaviors
    transaction.get().note("Re-enabled versioning")
    transaction.commit()

    # create initial version for all versioned types
    logger.info("Creating initial versions")
    portal_repository = api.portal.get_tool("portal_repository")
    brains = api.content.find(portal_type=VERSIONED_TYPES)
    total = len(brains)
    for index, brain in enumerate(brains):
        obj = brain.getObject()
        try:
            portal_repository.save(obj=obj, comment="Imported Version")
        except FileTooLargeToVersionError:
            pass
        if not index % 1000:
            msg = f"Created versions for {index} of {total} items."
            logger.info(msg)
            transaction.get().note(msg)
            transaction.commit()
    msg = "Created initial versions"
    transaction.get().note(msg)
    transaction.commit()

Dealing with validation errors

Sometimes you get validation-errors during import because the data cannot be validated. That can happen when options in a field are generated from content in the site. In these cases you cannot be sure that all options already exist in the portal while importing the content.

It may also happen, when you have validators that rely on content or configuration that does not exist on import.

Note

For relationfields this is not necessary since relations are imported after content anyway!

There are two ways to handle these issues:

• Use a simple setter bypassing the validation used by the restapi

• Defer the import until all other imports were run

Use a simple setter

You need to specify which content-types and fields you want to handle that way.

It is put in a key, that the normal import will ignore and set using setattr() before deserializing the rest of the data.

SIMPLE_SETTER_FIELDS = {
    "ALL": ["some_shared_field"],
    "CollaborationFolder": ["allowedPartnerDocTypes"],
    "DocType": ["automaticTransferTargets"],
    "DPDocument": ["scenarios"],
    "DPEvent" : ["Status"],
}

class CustomImportContent(ImportContent):

    def global_dict_hook(self, item):
        simple = {}
        for fieldname in SIMPLE_SETTER_FIELDS.get("ALL", []):
            if fieldname in item:
                value = item.pop(fieldname)
                if value:
                    simple[fieldname] = value
        for fieldname in SIMPLE_SETTER_FIELDS.get(item["@type"], []):
            if fieldname in item:
                value = item.pop(fieldname)
                if value:
                    simple[fieldname] = value
        if simple:
            item["exportimport.simplesetter"] = simple

    def global_obj_hook_before_deserializing(self, obj, item):
        """Hook to modify the created obj before deserializing the data.
        """
        # import simplesetter data before the rest
        for fieldname, value in item.get("exportimport.simplesetter", {}).items():
            setattr(obj, fieldname, value)

Note

Using global_obj_hook_before_deserializing makes sure that data is there when the event-handlers are run after import.

Defer import

You can also wait until all content is imported before setting the values on these fields. Again you need to find out which fields for which types you want to handle that way.

Here the data is stored in an annotation on the imported object from which it is later read. This example also supports setting some data with setattr without validating it:

from plone.restapi.interfaces import IDeserializeFromJson
from zope.annotation.interfaces import IAnnotations
from zope.component import getMultiAdapter

DEFERRED_KEY = "exportimport.deferred"
DEFERRED_FIELD_MAPPING = {
    "talk": ["somefield"],
    "speaker": [
        "custom_field",
        "another_field",
    ]
}
SIMPLE_SETTER_FIELDS = {"custom_type": ["another_field"]}

class CustomImportContent(ImportContent):

    def global_dict_hook(self, item):
        # Move deferred values to a different key to not deserialize.
        # This could also be done during export.
        item[DEFERRED_KEY] = {}
        for fieldname in DEFERRED_FIELD_MAPPING.get(item["@type"], []):
            if item.get(fieldname):
                item[DEFERRED_KEY][fieldname] = item.pop(fieldname)
        return item

    def global_obj_hook(self, obj, item):
        # Store deferred data in an annotation.
        deferred = item.get(DEFERRED_KEY, {})
        if deferred:
            annotations = IAnnotations(obj)
            annotations[DEFERRED_KEY] = {}
            for key, value in deferred.items():
                annotations[DEFERRED_KEY][key] = value

You then need a new step in the migration to move the deferred values from the annotation to the field:

class ImportDeferred(BrowserView):

    def __call__(self):
        # This example reuses the form export_other.pt from collective.exportimport
        self.title = "Import deferred data"
        if not self.request.form.get("form.submitted", False):
            return self.index()
        portal = api.portal.get()
        self.results = []
        for brain in api.content.find(DEFERRED_FIELD_MAPPING.keys()):
            obj = brain.getObject()
            self.import_deferred(obj)
        api.portal.show_message(f"Imported deferred data for {len(self.results)} items!", self.request)

    def import_deferred(self, obj):
        annotations = IAnnotations(obj, {})
        deferred = annotations.get(DEFERRED_KEY, None)
        if not deferred:
            return
        # Shortcut for simple fields (e.g. storing strings, uuids etc.)
        for fieldname in SIMPLE_SETTER_FIELDS.get(obj.portal_type, []):
            value = deferred.pop(fieldname, None)
            if value:
                setattr(obj, fieldname, value)
        if not deferred:
            return
        # This approach validates the values and converts more complex data
        deserializer = getMultiAdapter((obj, self.request), IDeserializeFromJson)
        try:
            obj = deserializer(validate_all=False, data=deferred)
        except Exception as e:
            logger.info("Error while importing deferred data for %s", obj.absolute_url(), exc_info=True)
            logger.info("Data: %s", deferred)
        else:
            self.results.append(obj.absolute_url())
        # cleanup
        del annotations[DEFERRED_KEY]

This additional view obviously needs to be registered:

<browser:page
    name="import_deferred"
    for="zope.interface.Interface"
    class=".import_content.ImportDeferred"
    template="export_other.pt"
    permission="cmf.ManagePortal"
    />

Handle LinguaPlone content

Export:

def global_dict_hook(self, item, obj):
    # Find language of the nearest parent with a language
    # Usefull for LinguaPlone sites where some content is languageindependent
    parent = obj.__parent__
    for ancestor in parent.aq_chain:
        if IPloneSiteRoot.providedBy(ancestor):
            # keep language for root content
            nearest_ancestor_lang = item["language"]
            break
        if getattr(ancestor, "getLanguage", None) and ancestor.getLanguage():
            nearest_ancestor_lang = ancestor.getLanguage()
            item["parent"]["language"] = nearest_ancestor_lang
            break

    # This forces "wrong" languages to the nearest parents language
    if "language" in item and item["language"] != nearest_ancestor_lang:
        logger.info(u"Forcing %s (was %s) for %s %s ", nearest_ancestor_lang, item["language"], item["@type"], item["@id"])
        item["language"] = nearest_ancestor_lang

    # set missing language
    if not item.get("language"):
        item["language"] = nearest_ancestor_lang

    # add info on translations to help find the right container
    # usually this idone by export_translations
    # but when migrating from LP to pam you sometimes want to check the
    # tranlation info during import
    if getattr(obj.aq_base, "getTranslations", None) is not None:
        translations = obj.getTranslations()
        if translations:
            item["translation"] = {}
            for lang in translations:
                uuid = IUUID(translations[lang][0], None)
                if uuid == item["UID"]:
                    continue
                translation = translations[lang][0]
                if not lang:
                    lang = "no_language"
                item["translation"][lang] = translation.absolute_url()

Import:

def global_dict_hook(self, item):

    # Adapt this to your site
    languages = ["en", "fr", "de"]
    default_language = "en"
    portal_id = "Plone"

    # No language => lang of parent or default
    if item.get("language") not in languages:
        if item["parent"].get("language"):
            item["language"] = item["parent"]["language"]
        else:
            item["language"] = default_language

    lang = item["language"]

    if item["parent"].get("language") != item["language"]:
        logger.debug(f"Inconsistent lang: item is {lang}, parent is {item['parent'].get('language')} for {item['@id']}")

    # Move item to the correct language-root-folder
    # This is only relevant for items in the site-root.
    # Most items containers are usually looked up by the uuid of the old parent
    url = item["@id"]
    parent_url = item["parent"]["@id"]

    url = url.replace(f"/{portal_id}/", f"/{portal_id}/{lang}/", 1)
    parent_url = parent_url.replace(f"/{portal_id}", f"/{portal_id}/{lang}", 1)

    item["@id"] = url
    item["parent"]["@id"] = parent_url

    return item

Alternative ways to handle items without parent

Often it is better to export and log items for which no container could be found instead of re-creating the original structure.

def update(self):
    self.items_without_parent = []

def create_container(self, item):
    # Override create_container to never create parents
    self.items_without_parent.append(item)

def finish(self):
    # export content without parents
    if self.items_without_parent:
        data = json.dumps(self.items_without_parent, sort_keys=True, indent=4)
        number = len(self.items_without_parent)
        cfg = getConfiguration()
        filename = 'content_without_parent.json'
        filepath = os.path.join(cfg.clienthome, filename)
        with open(filepath, 'w') as f:
            f.write(data)
        msg = u"Saved {} items without parent to {}".format(number, filepath)
        logger.info(msg)
        api.portal.show_message(msg, self.request)

Export/Import Zope Users

By default only users and groups stores in Plone are exported/imported. You can export/import Zope user like this.

Export

from collective.exportimport.export_other import BaseExport
from plone import api

import six

class ExportZopeUsers(BaseExport):

    AUTO_ROLES = ["Authenticated"]

    def __call__(self, download_to_server=False):
        self.title = "Export Zope users"
        self.download_to_server = download_to_server
        portal = api.portal.get()
        app = portal.__parent__
        self.acl = app.acl_users
        self.pms = api.portal.get_tool("portal_membership")
        data = self.all_zope_users()
        self.download(data)

    def all_zope_users(self):
        results = []
        for user in self.acl.searchUsers():
            data = self._getUserData(user["userid"])
            data['title'] = user['title']
            results.append(data)
        return results

    def _getUserData(self, userId):
        member = self.pms.getMemberById(userId)
        roles = [
            role
            for role in member.getRoles()
            if role not in self.AUTO_ROLES
        ]
        # userid, password, roles
        props = {
            "username": userId,
            "password": json_compatible(self._getUserPassword(userId)),
            "roles": json_compatible(roles),
        }
        return props

    def _getUserPassword(self, userId):
        users = self.acl.users
        passwords = users._user_passwords
        password = passwords.get(userId, "")
        return password

Import:

class ImportZopeUsers(BrowserView):

    def __call__(self, jsonfile=None, return_json=False):
        if jsonfile:
            self.portal = api.portal.get()
            status = "success"
            try:
                if isinstance(jsonfile, str):
                    return_json = True
                    data = json.loads(jsonfile)
                elif isinstance(jsonfile, FileUpload):
                    data = json.loads(jsonfile.read())
                else:
                    raise ("Data is neither text nor upload.")
            except Exception as e:
                status = "error"
                logger.error(e)
                api.portal.show_message(
                    u"Failure while uploading: {}".format(e),
                    request=self.request,
                )
            else:
                members = self.import_members(data)
                msg = u"Imported {} members".format(members)
                api.portal.show_message(msg, self.request)
            if return_json:
                msg = {"state": status, "msg": msg}
                return json.dumps(msg)

        return self.index()

    def import_members(self, data):
        app = self.portal.__parent__
        acl = app.acl_users
        counter = 0
        for item in data:
            username = item["username"]
            password = item.pop("password")
            roles = item.pop("roles", [])
            if not username or not password or not roles:
                continue
            title = item.pop("title", None)
            acl.users.addUser(username, title, password)
            for role in roles:
                acl.roles.assignRoleToPrincipal(role, username)
            counter += 1
        return counter

Export/Import properties, registry-settings and installed addons

When you migrate multiple similar sites that are configured manually it can be useful to export and import configuration that was set by hand.

Export/Import installed settings and add-ons

This custom export exports and imports some selected settings and addons from a Plone 4.3 site.

Export:

from collective.exportimport.export_other import BaseExport
from logging import getLogger
from plone import api
from plone.restapi.serializer.converters import json_compatible

logger = getLogger(__name__)


class ExportSettings(BaseExport):
    """Export various settings for haiku sites
    """

    def __call__(self, download_to_server=False):
        self.title = "Export installed addons various settings"
        self.download_to_server = download_to_server
        if not self.request.form.get("form.submitted", False):
            return self.index()

        data = self.export_settings()
        self.download(data)

    def export_settings(self):
        results = {}
        addons = []
        qi = api.portal.get_tool("portal_quickinstaller")
        for product in qi.listInstalledProducts():
            if product["id"].startswith("myproject."):
                addons.append(product["id"])
        results["addons"] = addons

        portal = api.portal.get()
        registry = {}
        registry["plone.email_from_name"] = portal.getProperty('email_from_name', '')
        registry["plone.email_from_address"] = portal.getProperty('email_from_address', '')
        registry["plone.smtp_host"] = getattr(portal.MailHost, 'smtp_host', '')
        registry["plone.smtp_port"] = int(getattr(portal.MailHost, 'smtp_port', 25))
        registry["plone.smtp_userid"] = portal.MailHost.get('smtp_user_id')
        registry["plone.smtp_pass"] = portal.MailHost.get('smtp_pass')
        registry["plone.site_title"] = portal.title

        portal_properties = api.portal.get_tool("portal_properties")
        iprops = portal_properties.imaging_properties
        registry["plone.allowed_sizes"] = iprops.getProperty('allowed_sizes')
        registry["plone.quality"] = iprops.getProperty('quality')
        site_props = portal_properties.site_properties
        if site_props.hasProperty("webstats_js"):
            registry["plone.webstats_js"] = site_props.webstats_js
        results["registry"] = json_compatible(registry)
        return results

Import:

The import installs the addons and load the settings in the registry. Since Plone 5 portal_properties is no longer used.

from logging import getLogger
from plone import api
from plone.registry.interfaces import IRegistry
from Products.CMFPlone.utils import get_installer
from Products.Five import BrowserView
from zope.component import getUtility
from ZPublisher.HTTPRequest import FileUpload

import json

logger = getLogger(__name__)

class ImportSettings(BrowserView):
    """Import various settings"""

    def __call__(self, jsonfile=None, return_json=False):
        if jsonfile:
            self.portal = api.portal.get()
            status = "success"
            try:
                if isinstance(jsonfile, str):
                    return_json = True
                    data = json.loads(jsonfile)
                elif isinstance(jsonfile, FileUpload):
                    data = json.loads(jsonfile.read())
                else:
                    raise ("Data is neither text nor upload.")
            except Exception as e:
                status = "error"
                logger.error(e)
                api.portal.show_message(
                    "Failure while uploading: {}".format(e),
                    request=self.request,
                )
            else:
                self.import_settings(data)
                msg = "Imported addons and settings"
                api.portal.show_message(msg, self.request)
            if return_json:
                msg = {"state": status, "msg": msg}
                return json.dumps(msg)

        return self.index()

    def import_settings(self, data):
        installer = get_installer(self.context)
        for addon in data["addons"]:
            if not installer.is_product_installed(addon) and installer.is_product_installable(addon):
                installer.install_product(addon)
                logger.info(f"Installed addon {addon}")
        registry = getUtility(IRegistry)
        for key, value in data["registry"].items():
            registry[key] = value
            logger.info(f"Imported record {key}: {value}")

Export/Import registry settings

The pull-request https://github.com/collective/collective.exportimport/pull/130 has views @@export_registry and @@import_registry. These views export and import registry records that do not use the default-setting specified in the schema for that registry record. The export alone could also be usefull to figure out which settings were modified for a site.

That code will probably not be merged but you can use it in your own projects.

Migrate PloneFormGen to Easyform

To be able to export PFG as easyform you should use the branch migration_features_1.x of collective.easyform in your old site. Easyform does not need to be installed, we only need the methods fields_model and actions_model.

Export:

def dict_hook_formfolder(self, item, obj):
    item["@type"] = "EasyForm"
    item["is_folderish"] = False

    from collective.easyform.migration.fields import fields_model
    from collective.easyform.migration.actions import actions_model

    # this does most of the heavy lifting...
    item["fields_model"] = fields_model(obj)
    item["actions_model"] = actions_model(obj)

    # handle thankspage
    pfg_thankspage = obj.get(obj.getThanksPage(), None)
    if pfg_thankspage:
        item["thankstitle"] = pfg_thankspage.title
        item["thanksdescription"] = pfg_thankspage.Description()
        item["showAll"] = pfg_thankspage.showAll
        item["showFields"] = pfg_thankspage.showFields
        item["includeEmpties"] = pfg_thankspage.includeEmpties
        item["thanksPrologue"] = json_compatible(pfg_thankspage.thanksPrologue.raw)
        item["thanksEpilogue"] = json_compatible(pfg_thankspage.thanksEpilogue.raw)

    # optional
    item["exportimport._inputStorage"] = self.export_saved_data(obj)

    # Drop some PFG fields no longer needed
    obsolete_fields = [
        "layout",
        "actionAdapter",
        "checkAuthenticator",
        "constrainTypesMode",
        "location",
        "thanksPage",
    ]
    for key in obsolete_fields:
        item.pop(key, None)

    # optional: disable tabs for imported forms
    item["form_tabbing"] = False

    # fix some custom validators
    replace_mapping = {
        "request.form['": "request.form['form.widgets.",
        "request.form.get('": "request.form.get('form.widgets.",
        "member and member.id or ''": "member and member.getProperty('id', '') or ''",
    }

    # fix overrides in actions and fields to use form.widgets.xyz instead of xyz
    for schema in ["actions_model", "fields_model"]:
        for old, new in replace_mapping.items():
            if old in item[schema]:
                item[schema] = item[schema].replace(old, new)

        # add your own fields if you have these issues...
        for fieldname in [
            "email",
            "replyto",
        ]:
            if "request/form/{}".format(fieldname) in item[schema]:
                item[schema] = item[schema].replace("request/form/{}".format(fieldname), "python: request.form.get('form.widgets.{}')".format(fieldname))

    return item

def export_saved_data(self, obj):
    actions = {}
    for data_adapter in obj.objectValues("FormSaveDataAdapter"):
        data_adapter_name = data_adapter.getId()
        actions[data_adapter_name] = {}
        cols = data_adapter.getColumnNames()
        column_count_mismatch = False
        for idx, row in enumerate(data_adapter.getSavedFormInput()):
            if len(row) != len(cols):
                column_count_mismatch = True
                logger.debug("Column count mismatch at row %s", idx)
                continue
            data = {}
            for key, value in zip(cols, row):
                data[key] = json_compatible(value)
            id_ = int(time() * 1000)
            while id_ in actions[data_adapter_name]:  # avoid collisions during export
                id_ += 1
            data["id"] = id_
            actions[data_adapter_name][id_] = data
        if column_count_mismatch:
            logger.info(
                "Number of columns does not match for all rows. Some data were skipped in "
                "data adapter %s/%s",
                "/".join(obj.getPhysicalPath()),
                data_adapter_name,
            )
    return actions

Import exported PloneFormGen data into Easyform:

def obj_hook_easyform(self, obj, item):
    if not item.get("exportimport._inputStorage"):
        return
    from collective.easyform.actions import SavedDataBTree
    from persistent.mapping import PersistentMapping
    if not hasattr(obj, '_inputStorage'):
        obj._inputStorage = PersistentMapping()
    for name, data in item["exportimport._inputStorage"].items():
        obj._inputStorage[name] = SavedDataBTree()
        for key, row in data.items():
             obj._inputStorage[name][int(key)] = row

Export and import collective.cover content

Export:

from collective.exportimport.serializer import get_dx_blob_path
from plone.app.textfield.value import RichTextValue
from plone.namedfile.file import NamedBlobImage
from plone.restapi.interfaces import IJsonCompatible
from z3c.relationfield import RelationValue
from zope.annotation.interfaces import IAnnotations

def global_dict_hook(self, item, obj):
    item = self.handle_cover(item, obj)
    return item

def handle_cover(self, item, obj):
    if ICover.providedBy(obj):
        item['tiles'] = {}
        annotations = IAnnotations(obj)
        for tile in obj.get_tiles():
            annotation_key = 'plone.tiles.data.{}'.format(tile['id'])
            annotation = annotations.get(annotation_key, None)
            if annotation is None:
                continue
            tile_data = self.serialize_tile(annotation)
            tile_data['type'] = tile['type']
            item['tiles'][tile['id']] = tile_data
    return item

def serialize_tile(self, annotation):
    data = {}
    for key, value in annotation.items():
        if isinstance(value, RichTextValue):
            value = value.raw
        elif isinstance(value, RelationValue):
            value = value.to_object.UID()
        elif isinstance(value, NamedBlobImage):
            blobfilepath = get_dx_blob_path(value)
            if not blobfilepath:
                continue
            value = {
                "filename": value.filename,
                "content-type": value.contentType,
                "size": value.getSize(),
                "blob_path": blobfilepath,
            }
        data[key] = IJsonCompatible(value, None)
    return data

Import:

from collections import defaultdict
from collective.exportimport.import_content import get_absolute_blob_path
from plone.app.textfield.interfaces import IRichText
from plone.app.textfield.interfaces import IRichTextValue
from plone.namedfile.file import NamedBlobImage
from plone.namedfile.interfaces import INamedBlobImageField
from plone.tiles.interfaces import ITileType
from zope.annotation.interfaces import IAnnotations
from zope.component import getUtilitiesFor
from zope.schema import getFieldsInOrder

COVER_CONTENT = [
    "collective.cover.content",
]

def global_obj_hook(self, obj, item):
    if item["@type"] in COVER_CONTENT and "tiles" in item:
        item = self.import_tiles(obj, item)

def import_tiles(self, obj, item):
    RICHTEXT_TILES = defaultdict(list)
    IMAGE_TILES = defaultdict(list)
    for tile_name, tile_type in getUtilitiesFor(ITileType):
        for fieldname, field in getFieldsInOrder(tile_type.schema):
            if IRichText.providedBy(field):
                RICHTEXT_TILES[tile_name].append(fieldname)
            if INamedBlobImageField.providedBy(field):
                IMAGE_TILES[tile_name].append(fieldname)

    annotations = IAnnotations(obj)
    prefix = "plone.tiles.data."
    for uid, tile in item["tiles"].items():
        # TODO: Maybe create all tiles that do not need to be defferred?
        key = prefix + uid
        tile_name = tile.pop("type", None)
        # first set raw data
        annotations[key] = item["tiles"][uid]
        for fieldname in RICHTEXT_TILES.get(tile_name, []):
            raw = annotations[key][fieldname]
            if raw is not None and not IRichTextValue.providedBy(raw):
                annotations[key][fieldname] = RichTextValue(raw, "text/html", "text/x-html-safe")
        for fieldname in IMAGE_TILES.get(tile_name, []):
            data = annotations[key][fieldname]
            if data is not None:
                blob_path = data.get("blob_path")
                if not blob_path:
                    continue

                abs_blob_path = get_absolute_blob_path(obj, blob_path)
                if not abs_blob_path:
                    logger.info("Blob path %s for tile %s of %s %s does not exist!", blob_path, tile, obj.portal_type, obj.absolute_url())
                    continue
                # Determine the class to use: file or image.
                filename = data["filename"]
                content_type = data["content-type"]

                # Write the field.
                with open(abs_blob_path, "rb") as myfile:
                    blobdata = myfile.read()
                image = NamedBlobImage(
                    data=blobdata,
                    contentType=content_type,
                    filename=filename,
                )
                annotations[key][fieldname] = image
    return item

Fixing invalid collection queries

Some queries changes between Plone 4 and 5. This fixes the issues.

The actual migration of topics to collections in collective.exportimport.serializer.SerializeTopicToJson does not (yet) take care of that.

class CustomImportContent(ImportContent):

    def global_dict_hook(self, item):
        if item["@type"] in ["Collection", "Topic"]:
            item = self.fix_query(item)

    def fix_query(self, item):
        item["@type"] = "Collection"
        query = item.pop("query", [])
        if not query:
            logger.info("Drop item without query: %s", item["@id"])
            return

        fixed_query = []
        indexes_to_fix = [
            "portal_type",
            "review_state",
            "Creator",
            "Subject",
        ]
        operator_mapping = {
            # old -> new
            "plone.app.querystring.operation.selection.is":
                "plone.app.querystring.operation.selection.any",
            "plone.app.querystring.operation.string.is":
                "plone.app.querystring.operation.selection.any",
        }

        for crit in query:
            if crit["i"] == "portal_type" and len(crit["v"]) > 30:
                # Criterion is all types
                continue

            if crit["o"].endswith("relativePath") and crit["v"] == "..":
                # relativePath no longer accepts ..
                crit["v"] = "..::1"

            if crit["i"] in indexes_to_fix:
                for old_operator, new_operator in operator_mapping.items():
                    if crit["o"] == old_operator:
                        crit["o"] = new_operator

            if crit["i"] == "portal_type":
                # Some types may have changed their names
                fixed_types = []
                for portal_type in crit["v"]:
                    fixed_type = PORTAL_TYPE_MAPPING.get(portal_type, portal_type)
                    fixed_types.append(fixed_type)
                crit["v"] = list(set(fixed_types))

            if crit["i"] == "review_state":
                # Review states may have changed their names
                fixed_states = []
                for review_state in crit["v"]:
                    fixed_state = REVIEW_STATE_MAPPING.get(review_state, review_state)
                    fixed_states.append(fixed_state)
                crit["v"] = list(set(fixed_states))

            if crit["o"] == "plone.app.querystring.operation.string.currentUser":
                crit["v"] = ""

            fixed_query.append(crit)
        item["query"] = fixed_query

        if not item["query"]:
            logger.info("Drop collection without query: %s", item["@id"])
            return
        return item

Migrate to Volto

Warning

This section is not complete yet! For inspiration for more steps see the view @@migrate_to_volto in plone.volto.

Default pages

Volto has no concept of default pages. For folders with default pages instead export the default page.

from collective.exportimport.export_content import fix_portal_type
from plone.restapi.interfaces import ISerializeToJson
from zope.component import getMultiAdapter


FOLDERISH_TYPES = [
    "Document",
    "Event",
    "News Item",
    "Folder",
]

def update(self):
    self.transformed_default_pages = []

def global_dict_hook(self, item, obj):
    # this item is already exported to replace its container in dict_hook_folder
    if item["UID"] in self.transformed_default_pages:
        return
    return item

def dict_hook_folder(self, item, obj):
    # handle default pages
    default_page = obj.getDefaultPage()
    if not default_page:
        # has no default-page, we keep it as a folder
        return item

    dp_obj = obj.get(default_page)
    dp_obj = self.global_obj_hook(dp_obj)
    if not dp_obj:
        return

    if dp_obj.portal_type not in FOLDERISH_TYPES:
        # keep the old Folder for non-folderish content (Link)
        return item

    self.safe_portal_type = fix_portal_type(dp_obj.portal_type)
    serializer = getMultiAdapter((dp_obj, self.request), ISerializeToJson)
    dp_item = serializer(include_items=False)
    dp_item = self.fix_url(dp_item, dp_obj)
    dp_item = self.export_constraints(dp_item, dp_obj)
    dp_item = self.export_workflow_history(dp_item, dp_obj)
    if self.migration:
        dp_item = self.update_data_for_migration(dp_item, dp_obj)
    dp_item = self.global_dict_hook(dp_item, dp_obj)
    if not dp_item:
        logger.info(u"Skipping %s", dp_obj.absolute_url())
        return obj
    dp_item = self.custom_dict_hook(dp_item, dp_obj)
    if dp_item["@type"] != "Document":
        logger.info(u"Default page is type %s for %s: %s", dp_item["@type"], item["@id"], dp_obj.absolute_url())

    dp_item["parent"] = item["parent"]
    dp_item["@id"] = item["@id"]
    dp_item["id"] = item["id"]
    dp_item["is_folderish"] = True
    # prevent importing the default page obj again
    self.transformed_default_pages.append(dp_item["UID"])
    return dp_item

Written by

Installation

Install collective.exportimport by adding it to your buildout:

[buildout]

...

eggs =
    collective.exportimport

and then running bin/buildout

You don’t need to activate the add-on in the Site Setup Add-ons control panel to be able to use the forms @@export_content and @@import_content in your site.

You do need to add it to your buildout configuration and run buildout to make these features available at all. See https://docs.plone.org/manage/installing/installing_addons.html for details.

Contribute

• Issue Tracker: https://github.com/collective/collective.exportimport/issues

• Source Code: https://github.com/collective/collective.exportimport

Support

If you are having issues, please let us know.

License

The project is licensed under the GPLv2.

Contributors

• Philip Bauer, [e-mail]

• Maurits van Rees, [e-mail]

• Fred van Dijk, [e-mail]

Changelog

1.6 (2022-10-07)

• Export and import all group-members (including ldap-users and -groups). Previously it only exported users and groups created in Plone. [pbauer]

• Support importing content without a UUID (e.g. for importing from an external source). The minimal required data is @id, @type, id, and @parent[“@id”]. [pbauer]

• Export only value when serializing vocabulary-based fields instead of token/title. [pbauer]

• Improve logging of errors during import. [pbauer]

• Add INCLUDE_PATHS to specify which paths only should be imported. [pbauer]

• Add import_review_state to allow overriding setting the review_state during import. [pbauer]

• Export parent UID and use it to find the container to import. [pbauer]

• Move the various export-hooks into update_export_data for readability. [pbauer]

• Support export to server by passing download_to_server=True for all exports (#115). [pbauer]

• Add support for adding custom html-fixers to fix_html_in_content_fields. [pbauer]

1.5 (2022-04-26)

• Fix AttributeError for getPhysicalPath when checking parent, issue 123. [maurits]

• Export and import redirection tool data. [gotcha, Michael Penninck]

• Serialize Products.TALESField fields as raw instead of evaluated expression. (useful to export PFG overrides) [sauzher]

• Make sure we never change a acquired modification_date or creation_date. [pbauer]

• Export and import workflow_history. [pbauer]

• Fail gracefully on errors during importing portlets. [pbauer]

• Ignore containers where content should be imported to that are non-folderish. [pbauer]

• Use catalog instead of ZopeFindAndApply and better logging for export_discussion. [pbauer]

• Add converter for long ints (py2 only). [pbauer]

• By default no not export linkintegrity relations. [pbauer]

• Log detailed exception when exporting content fails. [pbauer]

• Add start and finish hooks for export of content. [pbauer]

• Rewrite export/import of default pages: Use uuid of default-page instead of id. Rewrite getting default_page to fix various issues with translated content. [pbauer]

• Add export and import of versions/revisions of content (#105). [pbauer]

1.4 (2022-01-07)

• Fix debug flag in ExportRelations [petschki]

• Deserialize portlet-data using restapi to fix importing RichText. [pbauer]

• Fix importing richtext with html-entities. Fixes #99 [pbauer]

• Preserve links to browser-views by using a custom find_object. Fixes #97 [pbauer]

• Ignore linkintegrity when importing items with replace-strategy. [pbauer]

• Add tests for fix_html. [pbauer]

1.3 (2021-12-08)

• Handle default page of the site root object. [fulv]

• Optionally (checkbox) skip existing content on import instead of generating it new with a randomized id. [petschki]

• Fix UnboundLocalError when calling import_content with return_json and server_file. [petschki]

• Add option to make a commit every x items. [pbauer]

• Improve logging during import in vairous cases. [pbauer]

• Work around case where api.content.get(path=parent_path) raises NotFound instead of returning None. [pbauer]

• Keep value of import_to_current_folder. [pbauer]

• Fix html unescape in py3. [pbauer]

• Fix serializing ATNewsItem image field content. [gotcha]

• Migrate eventUrl to event_url (AT to DX). [ThibautBorn]

• Log items that cannot be serialized instead of aborting the export. [ThibautBorn]

• Add a item_hook to export_localroles. [ThibautBorn]

• Fix handling of checkboxes for skip_existing_content and import_to_current_folder. [pbauer]

• Move intermediary commit code into commit_hook method to allow overriding. [pbauer]

• Add hook global_obj_hook_before_deserializing to modify the created obj before deserializing the data. [pbauer]

• Add support to update and to replace existing content during import (#76) [pbauer]

• Reindex permissions after importing local roles. [pbauer]

• Add export/import for constrains but import content without checking constrains or permissions (#71). [pbauer]

1.2 (2021-10-11)

• Prevent creating content in a different Plone Site in the same database (#52). In general, cleanup parent paths when in development on localhost. [maurits]

• Read environment variable COLLECTIVE_EXPORTIMPORT_CENTRAL_DIRECTORY (#51). When set, this is used for storing an export file and getting an import file. This is useful for sharing content between multiple Plone Sites on the same server. [maurits]

• Unescape html entities and line-breaks when importing comments (#43). [pbauer]

• Export and import complete sites or content trees with configurable types, depth and path (#40). [pbauer]

• Added option to export blobs as blob paths (#50). [pbauer, maurits]

• Fixed creating missing folder structure (#45). [maurits]

• Export and import portlets (#39). [pbauer]

• Export content and write to file using a generator/yield. This avoids memory ballooning to the size of the exported file (#41). [fredvd]

1.1 (2021-08-02)

• Add option to import file from server. [maurits]

• Missing </form> closing tag in export_content.pt [petschki]

• Support disabled aquisition of local roles during export/import of local roles. [pbauer]

• Use unrestrictedSearchResults to actually export all content. [pbauer]

• Add commit message after importing one type. [pbauer]

• Fix getting container for some cases. [pbauer]

• Fix use in Plone 4.3 without dexterity, zc.relation or plone.app.contenttypes. [pbauer]

• Fix @id of collections and parents of subcollections. Fix #30 [pbauer]

• Fix use in Plone 4.3 with dexterity but without z3c.relationfield. [maurits]

• Add export and import for discussions/comments. [pbauer]

• Add option to fix collection queries after import. [thomasmassmann]

• Reset Creation Date. Fix #29 [pbauer]

• Remove custom serializer for relations beacuse of ConfigurationConflictError with restapi. Relations are dropped anyway in update_data_for_migration when using the default setting. [pbauer]

• Migrate batch size for topics. [pbauer]

• Fix issue of reusing the previous container when no container for a item could be found. [pbauer]

• Add hook self.finish() to do things after importing one file. [pbauer]

• Fix installation with older versions of setuptools (#35) [pbauer]

• Fix installation using pip (#36) [ericof]

• Do not constrain exportable FTIs to allow export of types as CalendarXFolder or ATTopic Criteria. [pbauer]

• Add hook self.start() to do things after importing one file. [pbauer]

1.0 (2021-04-27)

• Support setting values with factory_kwargs when creating instances during import. This can be used to set values that need to be there during subscribers to IObjectAddedEvent. [pbauer]

1.0b1 (2021-03-26)

• Add option to save export on server. [pbauer]

• Fix issues in import_relations and import_ordering. [pbauer]

• Use links to other exports in export_content for easier override. [pbauer]

• Add support for exporting LinguaPlone translations. [pbauer]

1.0a2 (2021-03-11)

• Simplify package structure and remove all unneeded files [pbauer]

• Add export/import for position in parent [pbauer]

1.0a1 (2021-03-10)

• Initial release. [pbauer]