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ExportZen 1.5
ExportZen — streamlined, reusable SharePoint data exports
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« Using SharePoint List Data CSV Exports | Export Action Definition Settings »
Wednesday
Apr012009

Solution Installation & Feature Activation

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1. The ExportZen Setup Package

The ExportZen setup package (the roxority_ExportZen.zip file) is a zipped archive containing:

  • Deploy.exe - A graphical user interface (GUI) setup wizard for installing and deploying, or retracting and uninstalling ExportZen to and from a SharePoint server farm, to be run by a farm administrator user on the primary SharePoint farm or web front-end server.
  • docs - A folder containing this product documentation in Microsoft Compiled HTML (CHM) and plain HTML formats.
  • Additional supporting files that are required for Deploy.exe to run and must neither be modified nor removed.
Extract the setup package to any file-system folder. Do not just run Deploy.exe directly from inside the setup archive — it needs to run from a file system directory that also contains all the supporting files from the setup archive.

2. Installing the ExportZen Solution Package

Run Deploy.exe and when the Welcome screen is displayed, click Next to start a series of system checks. To proceed with the installation, all system checks need to succeed:

Click Next and on the following screen, select the Web Applications to deploy ExportZen to. You can also de-select those Site Collections you do not want the setup wizard, upon successful deployment, to activate the ExportZen Action Definitions List Feature immediately for you on. (Even when ExportZen is deployed in a Web Application, before you can add and start using CSV data export actions on List View Pages inside a web site, the ExportZen Action Definitions List Feature needs to be activated for the parent Site Collection, as described in the Feature Activation section below. For now, the setup wizard performs these activations for you, depending on your selections.)

Note: regardless of your selections, the ExportZen Solution Package will always be deployed "globally" (across all Web Applications). Your selections only affect in which Site Collections the Setup wizard will activate the ExportZen Action Definitions List Feature immediately for you.

Click Next to start the installation and wait for the deployment jobs and Feature activation to complete. This process can take up to a few minutes.

After deployment and Feature activation have completed, review the installation log:

Once you have successfully completed the setup wizard, you can start using the ExportZen ExportZen Action Definitions List on Web Sites inside the previously selected Site Collections immediately, as described in the Using the ExportZen CSV Data Export Feature for SharePoint Lists introductory topic.

3. Activating the Site Collection Feature

The ExportZen ExportZen Action Definitions List is a SharePoint Site Collection-scoped Feature, which needs to be 'activated' on each Site Collection it is to be used in.

  1. Select Site Settings from the Site Actions menu.
  2. The Site Settings page contains the Site Collection Administration section. In this section, click the Site collection features link. If it doesn't exist, click the Go to top level site settings link in the Site Collection Administration section instead, and on the root Web Site Settings page now showing, click the Site collection Features link inside the Site Collection Administration section.
  3. The Site Collection Features page should contain a row titled ExportZen Action Definitions List. Click the Activate button to make the List available inside this site collection; or click the Deactivate button to disable the List throughout this site collection.