Configuring Upload Options for the SmartVault Bulk File Upload Tool

The SmartVault Bulk File Upload Tool gives you a way to upload whole folder structures to SmartVault in bulk. You can select the folders you want to upload and go – you don't have to worry about the upload stops due to errors or a lost network connection.

Using this tool, you can:

  • Upload hundreds of megabytes or gigabytes of data to SmartVault, even while your users continue to work.
  • Not worry about losing your network connection. If your network connection is lost, this tool will keep retrying until your network connection comes back up.
  • Identify any files with invalid characters (e.g., '%' or '+') to fix them before uploading or have SmartVault auto-name these folders or files for you.

Click here for instructions on installing the SmartVault Bulk File Upload and Download Tool.

Running the Bulk File Upload Tool

Once installed and authenticated, you will be presented with two options:


Click on the Bulk File Upload Tool option. You will see a screen like this:


Add a Source Folder to upload

  1. To upload an entire folder and everything underneath that folder, click Add New Source Folder.
  2. Select your Source folder (the folder on your computer you are trying to upload).
  3. Add the SmartVault Destination Folder, the vault or folder you would like to upload this folder to.
  4. Once you press OK, the source and destination will be added to the list queue on the main window.


Configure your Upload Options

Upload options are available from the "Options…" button on the main screen of the Bulk File Upload tool. Changes you make to these Options will be saved and restored the next time you run the Bulk File Upload Tool (unless you quit the tool by clicking on the "X" icon in the upper-right-hand corner of the main window).

Basic Options


The basic default options are shown above. These include options for configuring:

  • How to handle invalid characters such as '%' and '+' – These options are for how the tool should handle file and folder names with invalid characters. If these options are checked, the tool will automatically rename the files that contain these invalid characters and upload them to SmartVault. If left unchecked, these files will not be uploaded to SmartVault.
  • How to handle invalid file types – These options restrict a specific type of file that you do not wish to upload to SmartVault. By default, SmartVault already restricts particular types of files from being uploaded to SmartVault. A list of those files can be found by clicking here. If you would like to block additional file types, you can enter them here. For instance, if you would like to skip file types where the extension is .ICO files, type in ico in the text box. For any additional file types you would like to skip, add a semi-colon ";" followed by the next file type. So if you would like to block ICO and XML file types, type in ico;xml in the text box. Any files that contain these file types will not be uploaded to SmartVault. 

Advanced Options


On this tab, you will have the ability to:

  • Ignore hidden files – By default, the Bulk Upload Tool will upload any hidden or system files; however, you can ignore (not upload) hidden and/or system files with these settings on the Advanced tab.
  • Ignore Zero KB Files
  • Ignore System Files
  • Skip files bigger than "2048" megabytes – (0 means no limit) – default is set to 2048
  • No. of files to be uploaded at the same time – default is set to 5 files at a time.
  • Suppress the display of warnings and start uploading immediately upon clicking upload button – By default, when you click Upload, the tool will analyze your local files for invalid path names and then ask you to confirm that you want to begin the upload. Use this option to start the upload faster, and any warnings would show up at the end.
  • Maximum time to wait to upload any single file: "0" minutes (0 means no limit) – If you lose your network connection while files are being uploaded, the tool will wait until the network connection comes back up and then resume uploading.
  • Verify Response timeout: "1000000" milliseconds – This setting should be set to 0, so SmartVault can use the best default timeout option when uploading files.
  • Send email to: – Emails listed email addresses when the upload is complete or failed.
  • Customer Name – This will be included in the greeting of the sent email.

Sync Options


The Sync Options are available to save you time if you must break your upload into jobs that need to run at different times or if files have been changed on your local computer and you only want to upload the changes to SmartVault. Sync Options are all disabled by default. These options are primarily used when you do a one-time bulk upload of all your company's data to SmartVault.


This tool will not detect which files have been changed. It will, however, give you essential options to speed up the upload process, especially if you are migrating large amounts of data (e.g., hundreds of GB) to SmartVault.

    • Delete files in SmartVault that are no longer present in the local drive source folders – If you select folders to upload to SmartVault, and there are folders or files in the SmartVault destination that are not (or no longer) present on your local file system, these folders/files will be deleted in SmartVault. [Remember: you can always restore deleted files in SmartVault using the Recycle Bin task in the SmartVault portal.]
    • Only upload files that have changed since the date and time below – The Bulk File Upload Tool will not inspect files to see if they are different from a file already in SmartVault. Still, you can configure the tool only to upload files that have been modified on your local computer since a specific date and time.
      If you select this option, you can also select the final option to check SmartVault for any files that may exist in the source folder that have not been modified since the specified date/time but don't exist in SmartVault. It takes a little extra time to check SmartVault for these files so that it will slow the upload process down a little, but if you think files in SmartVault may have been deleted, you can use this option to make sure all the files on your local PC are uploaded to SmartVault.
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