Managing document and file libraries

Displaying document and file libraries

  1. To display and manage all created libraries, go to Documents & Files page.
  2. In the right side of the page, under Items by Library, click Manage libraries link.
    The Libraries page appears where you can view and manage all libraries.

    NOTE: The Libraries page displays the number of documents or files in each library, the date of the last uploaded document or file, and where those documents and files are stored.

Displaying and editing the documents and files in a library

  1. You can display all documents and files in a library in one of the following ways:
    • On Libraries page, click the library whose documents and files you want to display.
      All documents and files in the library appear.
    • On Documents & Files page, click the library thumbnail in the right side of page.
      The system displays a page with all the documents and files from the selected library together with the Library actions link.
  2. To edit the documents or the files in the library, perform procedure Editing the properties of documents and files.
  3. To go back to all documents and files, click All items link in the right side of the page or in the main menu in the upper part of the screen, click Content » Documents & Files.

Creating a document and file library

  1. On Libraries page or on Documents  & Files page, click Create a library button in the toolbar.
    The Create a library page appears.

    NOTE: If you have not uploaded any documents or files yet, on Documents & Files page, the Create a library link appears in the center of the screen, under the Upload documents or other files link.

  2. Enter a name for the library.
  3. To add a description of the library, click Click to add a description.

    NOTE: The information you provide here is not public, it is for your reference only.

  4. You can define the maximum size of the library and of each document and file in the library by clicking Advanced.
    The Max library size and the Max document/file size input fields appear. There you enter the limit of the size in MB and KB respectively.
  5. You can change the URL of the library by clicking Advanced.
    The automatically generated URL of the library appears.
    To change it, click Change and enter a new URL name.
  6. You can choose where to store the documents and files uploaded in this library.
    For example, you can store them on the database, in the file system, or in an external storage.

    Expand Advanced section and in Storage provider dropdown box, select where to store the documents and files.
    The list that appears contains all available storage providers.
    For more information, see Storage providers for libraries.

  7. When you are finished, click one of the following:
    • Create and go upload documents
      The system creates the library and takes you to upload documents or files.
      Perform procedure Uploading documents and files » Step 3 to Step 9.
    • Create this library
      The system creates the library and returns you to Libraries page or Documents & Files page, depending on where you have started creating the library.
    • The Back to link
      The system does not save the library you were working on and returns you to Libraries page or Documents & Files page, depending on where you have started creating the library.

Editing document and file libraries

  1. To edit the library properties, on Libraries page click the Actions link of the library you want to edit.
  2. From the dropdown box, click Edit Properties.
    The Edit a library page appears.
  3. Perform Step 2 to Step 5 of the above procedure.

    NOTE: If you are changing the URL of the library, Sitefinity changes the URLs of the items one by one. In case of external storage, changing the library URL may cause data transfer from one storage to another. In case of failure, some of the items might keep their previous URLs and some of the items will have the updated URLs. You can try to resume to get the rest of the items relocated.

  4. Click Save changes.
    The system returns you to Libraries page.

Moving documents and files to another storage

You can change the blob storage provider of a library, which moves all items in a different storage. For example, an image library kept in the database can be moved to the cloud, or a library from one cloud account can be moved to another.

To do this, perform the following:

  1. Click the Actions link of the library whose items you want to move and from the dropdown, select Move to another storage.
    In the Blob storage provider dropdown box all available storage providers appear.
  2. Select where you want to move the items from the library and click Move to another storage.
    Sitefinity processes the library items one by one and displays a progress indicator in the grid. You can stop and resume the operation.

NOTE: In case of failure before the operation is completed, some of the library items may remain in the target storage, while the rest will stay in the source storage. You can try to resume the operation.

IMPORTANT: During the process of moving to another storage, you are not able to edit or delete the library items.

For more information, see Storage providers for libraries.

Deleting document and file libraries

To delete a library, perform one of the following:

  • On Libraries page, select one or more libraries you want to delete and click Delete button in the toolbar.
  • On Libraries page, click the Actions link of the library you want to delete and then click Delete.
  • On Edit a library page, click More actions » Delete.

A dialog box appears where you must confirm the deletion.

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