collective.exportimport 1.10

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.

Export- and import locations

If you select ‘Save to file on server’, the Export view will save json files in the <var> directory of your Plone instanc in /var/instance. The import view will look for files under /var/instance/import. These directories will normally be different, under different Plone instances and possibly on different servers.

You can set the environment variable ‘COLLECTIVE_EXPORTIMPORT_CENTRAL_DIRECTORY’ to add a ‘shared’ directory on one server or maybe network share. With this variable set, collective.exportimport will both save to and load .json files from the same server directory. This saves time not having to move .json files around from the export- to the import location. You should be aware that the Export views will overwrite any existing previous .json file export that have the same name.

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

• …

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 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.

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 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()

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.

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

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)

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

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]

<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.

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

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}")

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

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.

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()