What's New

EDocsTo365 — Feature Summary

Migrate documents from eDocs to SharePoint Online — with full metadata, taxonomy, and routing control.

EDocsTo365 is a purpose-built migration tool that moves documents and their metadata from the eDocs document management system into SharePoint Online (SPO), preserving content, mapping metadata to SharePoint columns and managed-metadata term sets, and routing each document to the right destination.

KEY CAPABILITIES AT A GLANCE

Capability	What it does
eDocs → SharePoint migration	Migrates documents and metadata via the eDocs REST API
Metadata & value mapping	Maps eDocs fields to SharePoint columns with transformation rules
Managed metadata / term sets	Auto-populates SharePoint term sets from eDocs data
Dynamic destination routing	Routes each document to a target folder based on an eDocs column
Version content migration	Migrate all document versions, as content (see limitation below)
Document Sets	Optionally wraps each document in a SharePoint Document Set
Web dashboard	Browser-based UI for validation, term population, and migration
Validation & test modes	Dry-run validation and connectivity testing before you migrate
Flexible authentication	App-only OAuth, certificate (PFX), and Windows SSO
Flexible deployment	IIS, Windows Service, or self-contained Windows/Linux executable

FEATURE DETAIL

Core Migration

Migrates documents and metadata from eDocs via REST API v1.0 with secure session-based authentication
Configurable batch and concurrent processing
Automatic retry with configurable attempts and delays
Conflict resolution
Selective migration
Read-only / mock mode — safe, non-destructive testing

Metadata & Value Mapping

Map eDocs fields to SharePoint columns
Value-mapping engine with case-insensitive matching, default fallbacks, and required-field enforcement
Dynamic metadata parsing maps eDocs metadata
Auto-generates SharePoint columns
Captures eDocs document activity history into a SharePoint field

Managed Metadata / Term Sets

Pre-populates SharePoint term sets with unique values extracted across the eDocs data set
Validates that required term sets exist before migration
Organizes term sets into logical groups for governance

Dynamic Document Routing

Routes documents to different SharePoint folders
Automatically creates nested folder structures (e.g., Policies/2024)
Configurable fallback when a destination is missing (fail or fall back to library root)

Document Versions ⚠️

Migrates all versions of a document as content, with configurable version limits and skip-on-failure resilience
Limitation — native version history is not 100% preserved. SharePoint Online's Graph/REST APIs do not allow writing historical versions with their original timestamps or original authors. As a result:
- Each version is migrated as a distinct file (e.g., document_v1.pdf, document_v2.pdf), not as entries in a single file's native SharePoint version history
- Version timestamps reflect the migration time, not the original eDocs edit dates
- Version author/editor is the migration service account, not the original eDocs author
- Version content and count are fully preserved; original edit dates/authors are retained as metadata where applicable, not as native SharePoint version-history entries
This is a Microsoft platform limitation, not a product gap. The only Microsoft-supported path to native version history with original timestamps/authors is the SharePoint Migration API (manifest-based) — evaluated and documented, not currently enabled.

Document Sets

Optionally wraps each migrated document in its own SharePoint Document Set
Auto-detects the Document Set content type and enables the feature if needed

Web Dashboard & UI

Responsive, browser-based dashboard for all migration operations
Real-time progress monitoring with live statistics
Multi-tab log viewer
Live eDocs and SharePoint connection-status indicators
Advanced configuration editor with syntax highlighting and validation

Authentication & Security

Multiple sign-in modes: password login and Windows Authentication (Active Directory SSO)
SharePoint app-only OAuth and certificate-based (PFX) authentication
Admin-password protection and user/group access control
Encryption of sensitive configuration values (passwords, secrets); HTTPS support

Validation & Testing

Pre-migration validation of configuration, connectivity, and permissions
eDocs and SharePoint connectivity tests
Value-mapping and dynamic-metadata test modes
Strict / lenient validation handling

Logging & Reporting

Structured, file-based logging with rotation and statistics tracking
Detailed migration reports with success/failure counts and processing metrics

Configuration Management

Versioning, backup, restore, and comparison of configuration
Hot reload without restarting the application
Proxy support for external connections

Deployment & Packaging

Flexible hosting — IIS, Windows Service, or self-contained Windows/Linux executable
MSI installer (WiX v3) with prerequisite checks (IIS, .NET 8 Hosting Bundle)

Documentation

Comprehensive customer guides: Quick Start, Installation, Azure/SharePoint Setup, eDocs Setup, Windows Authentication, Permissions, and Troubleshooting

Command-Line Modes Available

Item	Status
Document & metadata migration	✅ Fully supported
Term set / managed metadata population	✅ Fully supported
Dynamic folder routing	✅ Fully supported
Version content migration	✅ Supported (versions migrated as files)
Native version history with original timestamps & authors	❌ Not possible via Microsoft's API — platform limitation

Contact Us