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collective.exportimport-1.8


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توضیحات

An add-on for Plone to Export and import content, members, relations, translations and localroles.
ویژگی مقدار
سیستم عامل -
نام فایل collective.exportimport-1.8
نام collective.exportimport
نسخه کتابخانه 1.8
نگهدارنده []
ایمیل نگهدارنده []
نویسنده Philip Bauer (for starzel.de)
ایمیل نویسنده info@starzel.de
آدرس صفحه اصلی https://github.com/collective/collective.exportimport
آدرس اینترنتی https://pypi.org/project/collective.exportimport/
مجوز GPL version 2
.. This README is meant for consumption by humans and pypi. Pypi can render rst files so please do not use Sphinx features. If you want to learn more about writing documentation, please check out: http://docs.plone.org/about/documentation_styleguide.html This text does not appear on pypi or github. It is a comment. .. image:: https://img.shields.io/pypi/v/collective.exportimport.svg :target: https://pypi.python.org/pypi/collective.exportimport/ :alt: Latest Version .. image:: https://img.shields.io/pypi/status/collective.exportimport.svg :target: https://pypi.python.org/pypi/collective.exportimport :alt: Egg Status .. image:: https://img.shields.io/pypi/pyversions/collective.exportimport.svg?style=plastic :alt: Supported - Python Versions .. image:: https://img.shields.io/pypi/l/collective.exportimport.svg :target: https://pypi.python.org/pypi/collective.exportimport/ :alt: License ======================= 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. See also the training on migrating with ``exportimport``: https://training.plone.org/migrations/exportimport.html .. contents:: Contents :local: 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: .. image:: ./docs/export.png 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: .. image:: ./docs/import.png 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, default-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 multiple 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: .. code-block:: python 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: .. code-block:: python 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 relation fields * Change some field names that changed between Archetypes and Dexterity * ``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 that 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 deserializing the rest of the data. You can set additional values by specifying a dict ``factory_kwargs`` that will be passed to the factory. 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``. To export the blob-path you do not need to have access to the blobs! 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 -------------- .. code-block:: python 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: .. code-block:: xml <browser:page name="export_content" for="zope.interface.Interface" class=".custom_export.CustomExportContent" layer="My.Custom.IBrowserlayer" permission="cmf.ManagePortal" /> Import Example -------------- .. code-block:: python 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: .. code-block:: xml <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/``: .. code-block:: python 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: .. code-block:: python 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. .. code-block:: python 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: .. code-block:: python 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: .. code-block:: python 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: .. code-block:: python 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: .. code-block:: python 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? .. code-block:: python 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): .. code-block:: python 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 --------------- .. code-block:: python 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. .. code-block:: python 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**: .. code-block:: python 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. .. code-block:: python 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**: .. code-block:: python 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: .. code-block:: python 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``. .. code-block:: python 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 relation fields 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. .. code-block:: python 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: .. code-block:: python 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: .. code-block:: python 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: .. code-block:: xml <browser:page name="import_deferred" for="zope.interface.Interface" class=".import_content.ImportDeferred" template="export_other.pt" permission="cmf.ManagePortal" /> Handle LinguaPlone content -------------------------- Export: .. code-block:: python 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: .. code-block:: python 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. .. code-block:: python 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** .. code-block:: python 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**: .. code-block:: python 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:** .. code-block:: python 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. .. code-block:: python 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: .. code-block:: python 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``: .. code-block:: python 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: .. code-block:: python 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: .. code-block:: python 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. .. code-block:: python 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 ---------------- You can reuse the migration-code provided by ``@@migrate_to_volto`` in ``plone.volto`` in a migration. The following example (used for migrating https://plone.org to Volto) can be used to migrate a site from any older version to Plone 6 with Volto. You need to have the Blocks Conversion Tool (https://github.com/plone/blocks-conversion-tool) running that takes care of migrating richtext-values to Volto-blocks. See https://6.docs.plone.org/backend/upgrading/version-specific-migration/migrate-to-volto.html for more details on the changes the migration to Volto does. .. code-block:: python from App.config import getConfiguration from bs4 import BeautifulSoup from collective.exportimport.fix_html import fix_html_in_content_fields from collective.exportimport.fix_html import fix_html_in_portlets from contentimport.interfaces import IContentimportLayer from logging import getLogger from pathlib import Path from plone import api from plone.volto.browser.migrate_to_volto import migrate_richtext_to_blocks from plone.volto.setuphandlers import add_behavior from plone.volto.setuphandlers import remove_behavior from Products.CMFPlone.utils import get_installer from Products.Five import BrowserView from zope.interface import alsoProvides import requests import transaction logger = getLogger(__name__) DEFAULT_ADDONS = [] class ImportAll(BrowserView): def __call__(self): request = self.request # Check if Blocks-conversion-tool is running headers = { "Accept": "application/json", "Content-Type": "application/json", } r = requests.post( "http://localhost:5000/html", headers=headers, json={"html": "<p>text</p>"} ) r.raise_for_status() # Submit a simple form template to trigger the import if not request.form.get("form.submitted", False): return self.index() portal = api.portal.get() alsoProvides(request, IContentimportLayer) installer = get_installer(portal) if not installer.is_product_installed("contentimport"): installer.install_product("contentimport") # install required addons for addon in DEFAULT_ADDONS: if not installer.is_product_installed(addon): installer.install_product(addon) # Fake the target being a classic site even though plone.volto is installed... # 1. Allow Folders and Collections (they are disabled in Volto by default) portal_types = api.portal.get_tool("portal_types") portal_types["Collection"].global_allow = True portal_types["Folder"].global_allow = True # 2. Enable richtext behavior (otherwise no text will be imported) for type_ in ["Document", "News Item", "Event"]: add_behavior(type_, "plone.richtext") transaction.commit() cfg = getConfiguration() directory = Path(cfg.clienthome) / "import" # 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", # not really useful in Volto "redirects", ] for name in other_imports: view = api.content.get_view(f"import_{name}", portal, request) path = Path(directory) / f"export_{name}.json" if path.exists(): results = view(jsonfile=path.read_text(), return_json=True) logger.info(results) transaction.get().note(f"Finished import_{name}") transaction.commit() else: logger.info(f"Missing file: {path}") # Optional: Run html-fixers on richtext fixers = [anchor_fixer] results = fix_html_in_content_fields(fixers=fixers) msg = "Fixed html for {} content items".format(results) logger.info(msg) transaction.get().note(msg) transaction.commit() results = fix_html_in_portlets() msg = "Fixed html for {} portlets".format(results) logger.info(msg) transaction.get().note(msg) transaction.commit() view = api.content.get_view("updateLinkIntegrityInformation", portal, request) results = view.update() msg = f"Updated linkintegrity for {results} items" logger.info(msg) transaction.get().note(msg) transaction.commit() # Rebuilding the catalog is necessary to prevent issues later on catalog = api.portal.get_tool("portal_catalog") logger.info("Rebuilding catalog...") catalog.clearFindAndRebuild() msg = "Finished rebuilding catalog!" logger.info(msg) transaction.get().note(msg) transaction.commit() # This uses the blocks-conversion-tool to migrate to blocks logger.info("Start migrating richtext to blocks...") migrate_richtext_to_blocks() msg = "Finished migrating richtext to blocks" transaction.get().note(msg) transaction.commit() # Reuse the migration-form from plon.volto to do some more tasks view = api.content.get_view("migrate_to_volto", portal, request) # Yes, wen want to migrate default pages view.migrate_default_pages = True view.slate = True logger.info("Start migrating Folders to Documents...") view.do_migrate_folders() msg = "Finished migrating Folders to Documents!" transaction.get().note(msg) transaction.commit() logger.info("Start migrating Collections to Documents...") view.migrate_collections() msg = "Finished migrating Collections to Documents!" transaction.get().note(msg) transaction.commit() reset_dates = api.content.get_view("reset_dates", portal, request) reset_dates() transaction.commit() # Disallow folders and collections again portal_types["Collection"].global_allow = False portal_types["Folder"].global_allow = False # Disable richtext behavior again for type_ in ["Document", "News Item", "Event"]: remove_behavior(type_, "plone.richtext") return request.response.redirect(portal.absolute_url()) def anchor_fixer(text, obj=None): """Remove anchors since they are not supported by Volto yet""" soup = BeautifulSoup(text, "html.parser") for link in soup.find_all("a"): if not link.get("href") and not link.text: # drop empty links (e.g. anchors) link.decompose() elif not link.get("href") and link.text: # drop links without a href but keep the text link.unwrap() return soup.decode() Migrate very old Plone Versions with data created by collective.jsonify ----------------------------------------------------------------------- Versions older than Plone 4 do not support ``plone.restapi`` which is required to serialize the content used by ``collective.exportimport``. To migrate Plone 1, 2 and 3 to Plone 6 you can use ``collective.jsonify`` for the export and ``collective.exportimport`` for the import. Export ****** Use https://github.com/collective/collective.jsonify to export content. You include the methods of ``collective.jsonify`` using `External Methods`. See https://github.com/collective/collective.jsonify/blob/master/docs/install.rst for more info. To work better with ``collective.exportimport`` you could extend the exported data using the feature ``additional_wrappers``. Add info on the parent of an item to make it easier for ``collective.exportimport`` to import the data. Here is a full example for `json_methods.py` which should be in `BUILDOUT_ROOT/parts/instance/Extensions/` .. code-block:: python def extend_item(obj, item): """Extend to work better well with collective.exportimport""" from Acquisition import aq_parent parent = aq_parent(obj) item["parent"] = { "@id": parent.absolute_url(), "@type": getattr(parent, "portal_type", None), } if getattr(parent.aq_base, "UID", None) is not None: item["parent"]["UID"] = parent.UID() return item Here is a full example for ``json_methods.py`` which should be in ``<BUILDOUT_ROOT>/parts/instance/Extensions/`` .. code-block:: python from collective.jsonify.export import export_content as export_content_orig from collective.jsonify.export import get_item EXPORTED_TYPES = [ "Folder", "Document", "News Item", "Event", "Link", "Topic", "File", "Image", "RichTopic", ] EXTRA_SKIP_PATHS = [ "/Plone/archiv/", "/Plone/do-not-import/", ] # Path from which to continue the export. # The export walks the whole site respecting the order. # It will ignore everything untill this path is reached. PREVIOUS = "" def export_content(self): return export_content_orig( self, basedir="/var/lib/zope/json", skip_callback=skip_item, extra_skip_classname=[], extra_skip_id=[], extra_skip_paths=EXTRA_SKIP_PATHS, batch_start=0, batch_size=10000, batch_previous_path=PREVIOUS or None, ) def skip_item(item): """Return True if the item should be skipped""" portal_type = getattr(item, "portal_type", None) if portal_type not in EXPORTED_TYPES: return True def extend_item(obj, item): """Extend to work better well with collective.exportimport""" from Acquisition import aq_parent parent = aq_parent(obj) item["parent"] = { "@id": parent.absolute_url(), "@type": getattr(parent, "portal_type", None), } if getattr(parent.aq_base, "UID", None) is not None: item["parent"]["UID"] = parent.UID() return item To use these create three "External Method" in the ZMI root at the Zope root to use that: * id: "export_content", module name: "json_methods", function name: "export_content" * id: "get_item", module name: "json_methods", function name: "get_item" * id: "extend_item", module name: "json_methods", function name: "extend_item" Then you can pass the extender to the export using a query-string: http://localhost:8080/Plone/export_content?additional_wrappers=extend_item Import ****** Two issues need to be dealt with to allow ``collective.exportimport`` to import the data generated by ``collective.jsonify``. #. The data is in directories instead of in one large json-file. #. The json is not in the expected format. Starting with version 1.8 you can pass an iterator to the import. You need to create a directory-walker that sorts the json-files the right way. By default it would import them in the order `1.json`, `10.json`, `100.json`, `101.json` and so on. .. code-block:: python from pathlib import Path def filesystem_walker(path=None): root = Path(path) assert(root.is_dir()) folders = sorted([i for i in root.iterdir() if i.is_dir() and i.name.isdecimal()], key=lambda i: int(i.name)) for folder in folders: json_files = sorted([i for i in folder.glob("*.json") if i.stem.isdecimal()], key=lambda i: int(i.stem)) for json_file in json_files: logger.debug("Importing %s", json_file) item = json.loads(json_file.read_text()) item["json_file"] = str(json_file) item = prepare_data(item) if item: yield item The walker takes the path to be the root with one or more directories holding the json-files. The sorting of the files is done using the number in the filename. The method ``prepare_data`` modifies the data before passing it to the import. A very similar task is done by ``collective.exportimport`` during export. .. code-block:: python def prepare_data(item): """modify jsonify data to work with c.exportimport""" # Drop relationfields or defer the import item.pop("relatedItems", None) mapping = { # jsonify => exportimport "_uid": "UID", "_type": "@type", "_path": "@id", "_layout": "layout", # AT fieldnames => DX fieldnames "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", "eventUrl": "event_url", "wholeDay": "whole_day", "contactEmail": "contact_email", "contactName": "contact_name", "contactPhone": "contact_phone", "imageCaption": "image_caption", } for old, new in mapping.items(): item = migrate_field(item, old, new) if item.get("constrainTypesMode", None) == 1: item = migrate_field(item, "constrainTypesMode", "constrain_types_mode") else: item.pop("locallyAllowedTypes", None) item.pop("immediatelyAddableTypes", None) item.pop("constrainTypesMode", None) if "id" not in item: item["id"] = item["_id"] return item def migrate_field(item, old, new): if item.get(old, _marker) is not _marker: item[new] = item.pop(old) return item You can pass the generator ``filesystem_walker`` to the import: .. code-block:: python class ImportAll(BrowserView): def __call__(self): # ... cfg = getConfiguration() directory = Path(cfg.clienthome) / "import" # import content view = api.content.get_view("import_content", portal, request) request.form["form.submitted"] = True request.form["commit"] = 1000 view(iterator=filesystem_walker(directory / "mydata")) # import default-pages import_deferred = api.content.get_view("import_deferred", portal, request) import_deferred() class ImportDeferred(BrowserView): def __call__(self): self.title = "Import Deferred Settings (default pages)" if not self.request.form.get("form.submitted", False): return self.index() for brain in api.content.find(portal_type="Folder"): obj = brain.getObject() annotations = IAnnotations(obj) if DEFERRED_KEY not in annotations: continue default = annotations[DEFERRED_KEY].pop("_defaultpage", None) if default and default in obj: logger.info("Setting %s as default page for %s", default, obj.absolute_url()) obj.setDefaultPage(default) if not annotations[DEFERRED_KEY]: annotations.pop(DEFERRED_KEY) api.portal.show_message("Done", self.request) return self.index() ``collective.jsonify`` puts the info on relations, translations and default-pages in the export-file. You can use the approach to defer imports to deal with that data after all items were imported. The example ``ImportDeferred`` above uses that approach to set the default pages. This ``global_obj_hook`` below stores that data in a annotation: .. code-block:: python def global_obj_hook(self, obj, item): # Store deferred data in an annotation. keys = ["_defaultpage"] data = {} for key in keys: if value := item.get(key, None): data[key] = value if data: annotations = IAnnotations(obj) annotations[DEFERRED_KEY] = data Written by ========== .. image:: ./docs/starzel.png :target: https://www.starzel.de :alt: Starzel.de Translations ============ This product has been translated into - Spanish 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. Installing in Plone 4 --------------------- ``collective.exportimport`` depends on ``plone.restapi``. For Plone 4, you need to pin ``plone.restapi`` to 7.x . When installing ``plone.restapi`` version 7.x.x in Plone 4 you may need to add the following version pins to your buildout:: [versions] PyJWT = 1.7.1 six = 1.11.0 attrs = 21.2.0 plone.rest = 1.6.2 plone.schema = 1.3.0 # Last pyrsistent version that is python 2 compatible: pyrsistent = 0.15.7 # Required by: # jsonschema==3.2.0 functools32 = 3.2.3.post2 # Required by: # plone.schema==1.3.0 jsonschema = 3.2.0 # Required by: # importlib-metadata==1.3.0 pathlib2 = 2.3.5 # Required by: # pathlib2==2.3.5 scandir = 1.10.0 # plone.app.contenttypes > 1.0 plone.app.contenttypes = 1.1.9 importlib-metadata = 2.1.3 zipp = 1.2.0 configparser = 4.0.2 contextlib2 = 0.6.0.post1 These versions are taken from the ``plone.restapi`` 7.x README: https://pypi.org/project/plone.restapi/7.8.1/ 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, bauer@starzel.de - Maurits van Rees, m.van.rees@zestsoftware.nl - Fred van Dijk, f.van.dijk@zestsoftware.nl - Leonardo J. Caballero G., leonardocaballero@gmail.com Changelog ========= 1.8 (2023-04-20) ---------------- - Import: run set_uuid method before we call custom hooks, so the hooks have access to the item UUID. Fix #185. [fredvd] - Add Spanish translation. [macagua] - Add i18n support. [macagua] - Fix html: improve mapping from scale to picture variant. [maurits] - Allow overriding the fallback variant in img_variant_fixer. Use 'medium' by default. [maurits] - Let fix_html view work on the current context. [maurits] - Fix the way we get a blob path. (#180) [ale-rt] - Create documents as containers for items without parent when documents are folderish. [JeffersonBledsoe] - Add support for passing any iterator as data-source to the import. [pbauer] - Add example for importing collective.jsonify data to documentation. [pbauer] - Better serialization of Topics: - Use newer criteria added in Plone 5 - Add fallback for some criteria - Export sort_on and sort_reversed - Export customView as tabular_view [pbauer] - Always import discussions independent if discussion support is enabled or not on a particular content object (#182) [ajung] 1.7 (2023-01-20) ---------------- - Filter out 'Discussion Item' in content type export list. Comments have their own export and import views. A normal content type export for comments will raise a KeyError when trying to find the parent. (#112) [fredvd] - Be more specific in the import_translation endpoint condition to install in a site with p.a.multilingual 1.x [erral] - Fix importing hidden portlets as visible. (#152) [pbauer] - Use ``Language=all`` when querying TranslationGroup items [erral] - Fix members import, by handling members that already exist. [sunew] - Don't use new_id because a hook can change ``item["id"]`` [pbauer] - Support exporting the blob-path without having access to the blobs. [pbauer] - Set image-variants in html-fields when running @@fix_html targeting in Plone 6. [pbauer] 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]


نیازمندی

مقدار نام
- setuptools
>=1.8.4 plone.api
- hurry.filesize
- ijson
- six
- plone.restapi
- beautifulsoup4
- plone.app.testing
- plone.app.robotframework
- plone.app.contenttypes


زبان مورد نیاز

مقدار نام
>=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*, !=3.4.*, !=3.5.* Python


نحوه نصب


نصب پکیج whl collective.exportimport-1.8:

    pip install collective.exportimport-1.8.whl


نصب پکیج tar.gz collective.exportimport-1.8:

    pip install collective.exportimport-1.8.tar.gz