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Migration Suite for SharePoint 4.6 User Guide

1. n io x Properties Specify target metadata Content Type Document a Name lt Copy Value From Name gt de Title lt Copy Value From Title gt al Created At COPy Value From Created At gt nn Modified Aat 2 t By SharePoint gt ne Created By lt Copy Value From Created By gt am Modified By lt Copy Value From Modified By gt E indicates a required field 5 On the Summary screen you can choose and configure item copy options NOTE You can check Create CSV File for Uploading Tagging or Copying Files to create a CSV control file for selected documents instead of copying them You can make changes to the file and use it to copy items later See Appendix B CSV Based Migration for more information For more information on user mapping see User Mapping You can also filter list items and documents based on their metadata by specifying the filtering conditions For information on removing web parts from migration see Excluding Web Parts G NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A Profile Manager for more information 6 Click Finish to start copying items In Place Content Tagging In addition to tagging classifying items and documents on the fly when copying them to an existing list or document library you can tag items in any list or library
2. wy gt Look and Feel Options b For list library copy expand List Copy Options check the Incremental Copy box and specify incremental copy time interval Figure 40 Incremental Copy Option List Copy Copy List Library Specify parameters For list copy Profiles List Default TTD List Copy Options Copy content types Copy Content d Copy Content Permissions Copy List Permissions C Deferred Group Copy Copy Views C Copy Custom Doc Template Copy Workflows Copy InfoPath C Defer required M Incremental copy Last 19 days vi 6 Click Finish to create the job After the job is created you can either start the initial migration manually using the Run command or leave it to the scheduler to start the job automatically The first run of the task will copy all content from source while consequent runs will only copy new and modified items and documents G NOTE Note that deletions are not synchronized Incremental Migrations in Quick Mode You can use the incremental copy functionality for ad hoc migrations in the Quick mode To run incremental copy select the Incremental copy option under Advanced Options in the copy wizard and specify incremental copy time interval This option controls the behavior of the copy operation when the item being copied already exists in the target location If the Incremental Copy option is not selected and you copy list items over previously migrated
3. Sample Job By scheduler EST 12 35 PM Fie 4 27 12 12 37 PM Run Activity Sample Job test 4 The Log Viewer window will be shown Dell Migration Solutions for SharePoint 4 6 User Guide 39 5 Figure 36 Log Viewer Select All Deselect All fan View in Browser View Details Ha Statistics Source http mss2010 corp spb qsft sites auth401 justteam shared Documents Started 2012 Apr 27 12 38 11 MSD Target http mss2010 corp spb qsft sites auth401 pubteam Shared Documents Version 4 1 201204232349 Operation List Copy Total Items 12 12 0 0 0 E MW List Copy Shared Documents DR copy 27 Apr 2012 08 35 15 GMT Update List Library Shared Documents OE copy 27 Apr 2012 08 35 17 GMT Update pending type Document in List Library Shared Documents OE copy 27 Apr 2012 08 35 17 GMT Update pending type Folder in List Library Shared Documents DE copy 27 Apr 2012 08 35 17 GMT Create content type Email O Copy 27 Apr 2012 08 35 21 GMT Create pending type Email in List Library Shared Documents O Copy 27 Apr 2012 08 35 22 GMT Copy Views for List Library Shared Documents O ItemCopy 27 Apr 2012 08 35 24 GMT http mss2010 corp spb qsft sites auth401 justteam Shared Documents Ampacet doc size 738360 O ItemCopy 27 Apr 2012 08 35 25 GMT http mss2010 corp spb qsft sites auth401 justteam Shared Documents Arthur J Gallagher and Co doc size 35 O ItemCopy 27 Apr 2012 08 35 26 GMT http m
4. Shared Documents Connecting to SharePoint Connecting a SharePoint site enables you to copy paste or drag and drop content to and from the site NOTE It is generally more convenient to have sites connected and displayed in the Navigator you can also run migrations by entering site URLs directly into the copy wizards without connecting to them first Dell Migration Solutions for SharePoint 4 6 User Guide 12 To connect to a site 1 2 4 Click the Connect To Site button on the Home ribbon Figure 4 Connect To Site Button 3 Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Import La Export Paste Select All EF Load from File Connect Clipboard Delete Project In the connection window enter the name for the connection and the site URL By default when the application connects to a site it loads its contents lists but not sub sites The tool will load them when you expand the site tree You can choose to load sub sites and their contents in the Connection Wizard using either of the following options e Load Entire Sub Site Structure selecting this option will load the entire sub site hierarchy below the current site To expedite the loading process no additional objects will be loaded into the sub site You may double click any sub site to load its objects individually e Load Entire Sub Site Structure and Objects Selecting this option wi
5. Delt Migration SOLUTIONS Tor sNarerolint 4 0 Figure 43 Properties Screen 9 40 x Properties Specify target metadata Content Type Document Name lt Copy Value From Name gt 3 Title lt Copy Value From Title gt nm E Created At Copy Value From Created At gt na Modified At SSEt Dy SharePoint gt Olu Created By lt Copy Value From Created By gt T Modified By lt Copy Value From Modified By gt T indicates a required field Content Type By default the wizard preloads the default content type for the destination SharePoint list library You may select an alternate content type by using the drop down button If a new content type is selected the list of fields below will be updated correspondingly The application will automatically attempt to match the fields from the source content type s to the destination The Keep Original option allows you to retain existing content type s for selected items This is useful when moving or copying a set of items from multiple content types G NOTE Keep Original is only available when Data Analysis Mode is disabled Tagging Classification The wizard provides several methods for smart tagging which is accomplished through the use of buttons located to the right of each field Left Arrow Button a one way to efficiently tag content is to group items that need to be tagged with a comm
6. 1 Go to the Quick Mode tab of the ribbon 2 Double click the list library in Navigator to load its content into the Contents tab 3 Select the items you want to tag use CTRL or SHIFT to mark multiple items 4 Click Tag in the Documents Items section of the ribbon 5 On the Properties screen make the required changes Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping NOTE For lists with Content Approval enabled the Approval Status field will be displayed This field can be used to bulk approve reject selected content 6 On the Summary screen click Finish to start tagging Migrating Site Objects and Permissions You can view a number of site objects and permissions in the Contents area and copy them selectively to another site similar to documents and list items To view and copy site objects 1 Right click on the site in the Navigator 2 Expand the Objects menu item and choose site objects to load Figure 20 Site Objects Menu Copy Ctrl C Connect to Site D Refresh isa View In Browser es Save site to ML Use CSW to Permissions Objects 4 Show Workflows Reports p 04 Show wWebParts fa Show Term Store GR Copy Promote to New Site Collection Show Look And Feel Settings Show SharePoint Designer Objects 3 The application will show the requested items in a tab in the Contents area 4 Select the items you want to copy use CTRL and SHIFT keys to multi
7. TestOLaspx x Delete Del Testid aspx A Tag ify Copy To C New Folder Upload Copy Content Download Contentto File System Pre migration Analysis Refresh a rE Oper View In Browser Show WrebParts E La eal 3 The application will show all web parts for the selected page in the Web Parts tab in the Contents area 4 Select the web parts you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste Repeating Migration for Failed Objects When your migration job is completed the Log Viewer provides the information on the successful and failed migration of items documents The Reprocess Failed Items command creates a comma separated CSV file for failed items The file can be used to retry the operation after the failure reason is resolved e g a file type is removed from the blocked files list The CSV file then can be used in the Upload Copy Content Using CSV wizard NOTE By default the report on failed items is created only for the last completed migration task You can override this behavior by setting Failed Items Mode in the Global Variables of Profile Manager to Automatic Automatic mode creates unique Failed Items Reports for every copy job and stores these reports in the application workspace attached to the historical operation logs At the moment only list items and documents are supported Using Site Compare The application provides
8. To Site Paste New Newfromo Details Delete Change Mew Compare Target Site Connect Clipboard Job Group Before migrating SharePoint content you can perform a pre migration assessment of the SharePoint content to be migrated to identify potential issues with the selected content that would prevent its migration into SharePoint For more information please refer to the Pre Migration Analysis chapter Migrating Sites You can migrate entire SharePoint sites between two SharePoint locations including sub sites lists and libraries site permissions web parts etc The Site Copy wizard offers various copy options so that you can select what site settings and content you want to copy 1 Select the source site s in the Navigator pane Use CTRL or SHIFT keys to select multiple sites 2 Drag your selection onto the desired target site or use Copy Paste to start the Site Copy Wizard G NOTE You can also click on the Copy Site action in the Quick Mode ribbon to start the Site Copy Wizard 3 The initial selection screen lets you select the following options a Copy Site to Existing Site b Copy Site to New Site c Copy Promote to New Site Collection 4 On the Copy Site Properties page you can choose from a number of options for copying the site and site content i e what objects and settings are included in the copy Use the built in help buttons to get more information about specific options NOTE Check the objects and settings for migratio
9. it was not detected as an available template in the target location If a target location was not specified the analysis will identify and highlight templates based on a pre determined list of out of the box SharePoint templates If a template is marked as Condition 3 it was not recognized as an out of the box template Analyze Site Features Site Features can provide additional functionality to SharePoint To ensure site features are available this option will scan each site to identify which features have been activated G NOTE If a target location was specified the analysis will compare the list of activated features in the source with the list of available features in the target location If a feature is marked as Condition 3 it was not detected as an available feature in the target location If a target location was not specified the analysis will identify and highlight features based on a pre determined list of out of the box SharePoint features If a feature is marked as Condition 3 it was not recognized as an out of the box feature Analyze Site Web Parts Web Parts allow users to modify the behavior and appearance of SharePoint pages To ensure web parts are available this option will scan each page and identify which web parts have been placed NOTE The analysis will identify and highlight web parts based on a pre determined list of out of the box SharePoint web parts If a web part is marked as Condition 3 it was not r
10. Click the Save button GC in the top right corner of the Details pane to save your changes or the Cancel button ix to discard them Dell Migration Solutions for SharePoint 4 6 User Guide 36 Incremental Migrations In some cases you may need to re copy changes from the source environment to the target rather than re copy all the content e g you may need to continue working without disruption with the source content during large migrations or a specific site list or content may need to be periodically synchronized with another environment due to compliance or other business needs To address these needs Migration Suite for SharePoint provides the ability to run incremental migrations During incremental copy only new and updated data will be copied from the source to the target G NOTE e The incremental copy feature is supported for documents and list items e List items have to be copied with the tool initially otherwise incremental copy may create duplicates e Sites and lists are not subject to the incremental copy mode and most of their settings cannot be incrementally deployed e Settings that do have a separate copy switch such as content types can be copied incrementally e f site and list permissions are included into migration they overwrite the target permissions e Deleted items cannot be synchronized e Renamed documents are copied as a new document i e two versions of the document will reside in the target
11. File Path we Folder 4 in the File Path jee Folder 5 in the File Path ee Folder 6 in the File Path ee Folder 7 in the File Path ce Folder 6 in the File Path ee Folder 9 in the File Path oe Modified Ar E Modified By i Name af r mei es Original URL a P Fail C Show Hidden Fields Value wil be copied from column Name This screen is generated by clicking on the down arrow next to a specific field in the Properties Screen All actions within this screen only apply to that field its name is displayed at the top of the window Keep Original Value selecting this check box will negate any changes made in this screen Set to Empty Value selecting this check box will remove any existing value from the field Auto Tag selecting this check box will place an appropriate value in the field based on document analysis O NOTE Auto Tag works with choice person group lookup fields and managed metadata and can tag files imported from file systems public folders and Google Documents Available Columns selecting a field name from this list will designate it as the source and result in the metadata values from this field to be transferred to the destination for each item Show Hidden Fields selecting this check box will display hidden fields in the Available Columns list Available Values when a source field is selected from the Available Columns list the metadata values for all the items are displ
12. GUIDs associated to term sets and terms when migrating into a new SharePoint 2013 Term Store NOTE Please note copying term sets or terms with this option enabled can only be performed one time Once the GUID is assigned to the migrated object it cannot be reused a second time If you need to copy the term set or term again or you wish to copy it to a new location within the same Term Store this option must be disabled Migrating Managed Metadata Columns There are two general scenarios for migrating managed metadata columns 1 O Copying source columns with managed metadata NOTE The required Term Store elements term groups term sets and terms must exist in the destination store in the same location i e the path to referenced term sets must be the same relative to the term store root so that the tool can relink target columns Mapping source data to managed metadata in the target SharePoint list or library during a site or list copy NOTE When migrating a site the application automatically relinks the managed metadata columns to the appropriate location in the Term Store When migrating a list s you must refresh the target site first because some elements of the Term Store are cached for performance reasons User Group Mapping The user mapping feature enables migration of SharePoint users groups and permissions between domains which may include Active Directory Microsoft LivelD Forms and other authentication provide
13. Re Map Site and List Templates Load Select csv file F Remove WEB Elements Load Select CSV file that contains Wl Import alerts from csv Load alerts information This CSV can be obtained by running the Alerts Collector tool on the server G NOTE Alerts copy is only supported for site migrations To copy alerts you need to supply a CSV file containing alerts information The CSV file can be generated using Dell Alerts Collector utility available in your product download package NOTE Dell Alerts Collector utility is currently not available for SharePoint 2013 You can migrate alerts from previous SharePoint versions to SharePoint 2013 but alerts migration from SharePoint 2013 to SharePoint 2013 is not supported To create a CSV file for migration of email alerts 1 Locate the version that matches your source SharePoint version in the Tools AlertCollector folder of the download package 2 Run the utility on a source SharePoint server 3 Specify the CSV file to export alerts to 4 Select site collections to export alerts from and click OK You can use the generated CSV file as is or edit it to remove unwanted alerts When your site migration job completes you can view the migration log to check whether the alerts import succeeded or failed Migrating Workflows Migration Solutions for SharePoint support migration of the following types of workflows e Standard out of the box ShareP
14. Required Permissions SharePoint 2007 Full Control SharePoint 2010 Full Control SharePoint 2013 Full Control Exchange The application connects to Exchange public folders using a mail profile in the local instance of Microsoft Outlook 2007 2010 If you need to access public folders under a different user you can create a new Outlook profile and select it when the application connects to Outlook Table 4 Required Permissions Source Required Permissions Exchange Public Folders Reviewer Dell Migration Solutions for SharePoint 4 6 User Guide File System The application connects to local disks and mapped file shares as the currently logged on user You can run the application as a different user Run As to access the local file system beyond your current permissions Use stored network passwords in Windows to access remote file shares as a different user Table 5 Required Permissions Source Required Permissions Local File System Read Remote Shared Folders Read NTFS and share permissions Installation Migration Solutions for SharePoint are client side applications that can run on any Windows computer with Internet and network access to SharePoint servers Pre Installation Checklist Before installing any of the Migration Solutions for SharePoint ensure your system meets the following minimum requirements e X86 1GHz or higher processor e 1 5 GB of RAM e 250MB of free disk space e Windows XP Windows Vista Windo
15. Richard Carlin 83586 SC Required 84522 CI test 6 4246 Updated KD S Mercer Webex 96526 gt European Public Holidays gt Portable Training Units T Pre ProductionIAVA E Professional Services T Julie Grosvenor 1081 3 Public Folder Alias Test 7488 Oo wo KR W Modified At 2005 09 14 13 42 08 2006 02 21 13 45 00 2007 07 18 14 58 19 2007 07 18 15 01 29 2006 02 06 16 08 01 2006 02 06 16 02 25 2006 08 02 17 15 29 2005 07 19 16 03 14 2005 09 19 12 49 02 2006 02 28 18 58 19 2005 07 31 14 24 55 2006 02 14 12 59 36 2006 05 11 14 56 20 2006 02 08 16 27 21 2006 01 05 14 35 47 2006 02 10 15 32 36 2005 07 01 19 46 41 2006 02 06 16 07 30 2004 09 17 15 32 58 2009 08 27 23 08 17 Ta Select the items you want to copy in the Contents pane use CTRL and SHIFT to multi select Drag the selection or use Copy Paste to the desired SharePoint list library in Navigator The Item Copy Wizard starts On the Location step confirm or change the target list library On the Properties step review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping 7 On the Summary screen you can choose from a number of available copy options For more information on user mapping refer to User Mapping G NOTE You can choose the Create CSV File for Uploading Tagging or Copying files option to import files using a CSV file instead of uploading them immediately Se
16. library e SharePoint Designer workflows cannot be copied incrementally Instead you can copy an updated workflow on its own giving it a new name There are two ways to use the incremental copy option 1 Project mode For any migration job that was run at least once by schedule or on demand you can select Run Incrementally the job with all the proper filtering and settings will be run automatically 2 Quick mode For ad hoc migration tasks select Incremental copy in the list or item copy options of the copy wizard In this case you will need to configure all the filtering and settings manually G NOTE The main usage scenario for incremental migrations is when changes are being made to the source environment only and copied using Migration Suite for SharePoint It is not recommended to use the incremental copy option if you target environment is live Incremental Migrations in Project Mode The best way to use the incremental copy option is the Project mode In this case the job with all the proper settings and filtering will be selected automatically To run an incremental migration 1 Select the job in the Jobs tab 2 Click Run Incremental in the Action section of the ribbon 3 Enter a comment for executing the job in the Run Job History window 4 Click Run Now Scheduling Incremental Migrations NOTE The main usage scenario for incremental migrations is when changes are being made to the source environment only and
17. moved to another computer On a computer with Internet access open a browser and paste the URL from the text file saved earlier A license file will be generated from the Dell web site Copy the entire license including the LICENSE BEGIN and LICENSE END lines into a text file that can be moved to the computer with the application installed Paste the entire license from the text file into the License area of the Registration screen Close the Registration screen Working with Migration Solutions for SharePoint Interface Overview The application window consists of three primary areas the picture below represents the default arrangement e Navigator View e Contents Area e Connections Area Figure 3 Migrations Solutions for SharePoint Interface Home View Quick Mode File Manager Google Public Folders Reports Help L rg Import gt D A B X LS Export To Site Copy Paste Select All N g Load frorn File Connect Clipboard Delete Project gt Navigato E amp 7 CO Progress Contents 52 ietogl x Esi e a 395 a E Auth 401 gt i Lists Just a team site gt Shared Documents Views a E Subsites gt I http mss2010 corp spb qsft s Name Type Modified Modified By ApprovelIT Original URL D B JA amp TestShare Folder 2012 06 25 04 44 21 PM CORP administrator 4 fa Just a team site wi Ampacet doc Document 2007 05 03 07 56 00 PM CORP
18. or SHIFT Drag or copy paste the selected files to the destination document library in the Navigator The File Copy Wizard starts On the Location step confirm the destination or select another site or list On the Properties tab review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping NOTE Metadata mapping supports only standard properties of files and Office documents Mapping of other metadata formats e g PDF is not supported On the Summary screen you can choose from a number of available copy options For more information on user mapping refer to User Mapping NOTE You can choose the Create CSV File for Uploading Tagging or Copying files option to import files using a CSV file instead of uploading them immediately See Appendix B CSV Based Migration for more information on CSV based file import Click Finish to start file upload When the task completes you can see the upload log Migrating NTFS Folder Permissions You can map NTFS permissions of remote and local file folders to SharePoint permission levels on the folders in the target document library O NOTE File level NTFS and share permissions are not supported in the current version To enable migration of folder permissions select the Copy Permissions option under Advanced Options in the File Copy Wizard O NOTE You cannot migrate folder permissions if th
19. permissions select the Copy Permissions option under Advanced Options in the Copy Wizard The application maps Google file and folder permissions to SharePoint permission levels as follows Table 9 Mapping Google Permissions to SharePoint Permission Levels Google Permission SharePoint Permission Level Owner Full Control Can Edit Contribute Can View Read You can also choose to map Default and Domain groups from Google Apps to SharePoint groups of choice Figure 43 Mapping Default and Domain Permissions to SharePoint Groups Copy Permissions Map Domain permissions to SharePoint Group DellPoint Members i Map Default permissions to SharePoint Group Select Sharepoint Group Scheduled Migrations If you initiate Exchange or file copy from the Project Mode tab the first step of the copy wizard will define a new migration job and set a schedule for it The rest of the wizard is the same as described in the previous sections When you complete the wizard a new job will be added to the Jobs pane of the Contents area You can expand a migration job to see the included items For more information on working with scheduled jobs see Metadata Mapping and Tagging Metadata Mapping and Tagging When you migrate SharePoint content files or public folder data with Migration Solutions for SharePoint the application automatically maps source metadata to columns in the target SharePoint list or library This happens behind the scenes
20. select and drag them to the intended target site or use Copy Paste To view and copy site permissions 5 Right click on the site in the Navigator 6 Expand the Permissions menu item and choose to load permissions groups or permission levels of the site Figure 21 Site Permissions Menu Copy Ctrl C GR Connect to Site SS Refresh ES View In Browser es Save site to MIL Use CSV to Permissions Li fe Show Permissions b FA Show Permission Levels eG Show Groups F Objects Reports CopyPromote to New Site Collection 7 The application will show the requested items in a tab in the Contents area 8 Select the items you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste Migrating List Objects You can view a number of list objects in the Contents area and copy them selectively to another list or library similar to documents and list items To view and copy list objects 1 2 3 4 Right click on the list library in the Navigator Expand the Objects menu item and choose list objects to load Figure 22 List Objects Menu E Copy Ctrl C Refresh h view Contents Gal View In Browser Use CSV to Objects d T Show List views j Show workflows il Show InfoPath Forms eB Show Permissions s Show WebParts Show SharePoint Designer Objects ES List Contents Reporticsy The application will show the requested items in a tab i
21. service available on the product download page 2 Copy the Tools ExtensionService SharePoint 2007 and 2010 or Tools ExtensionService SharePoint 2013 folder from the product download package to a front end web server in your target SharePoint farm 3 Run Setup exe and follow the steps of the installation wizard 4 Select web applications to deploy the service to Gi NOTE The extension service is provided as a SharePoint solution package You can use the solution file Quest WebServices wsp to install and deploy the extension service to the farm using standard SharePoint tools Pre Migration Analysis Migration Solutions for SharePoint come with the Pre Migration Analysis feature that allows you to perform a pre migration assessment of your file system file shares or SharePoint environment to identify potential problems with the selected files that would prevent their migration into SharePoint O NOTE The pre migration analysis works for file systems and file shares that can be mounted as a networked drive O NOTE During the SharePoint pre migration analysis only site level features will be analyzed The analysis of site collection level features is currently not supported To perform a pre migration assessment 1 Right click on the site or file share you want to run pre migration analysis on and select Pre migration Analysis Alternatively you can go to the Quick Mode tab of the ribbon and click e the ShareP
22. shows SharePoint permissions and objects associated with sites and lists The following objects and settings can be displayed e Site and list permissions e SharePoint groups e Permission levels e Web parts e List views e SharePoint Designer workflows e InfoPath forms e SharePoint Designer objects e Term sets SharePoint 2010 or higher only Connections Area The Connections pane connects you to your file system mapped disk Outlook and Google Drive content if your product supports migration from legacy systems Depending on your product edition you will see your local and mapped disks and or Outlook and Google Figure 8 Connections Area Gi Connections E Ta z Local Disk C 2 CD Drive D Oc Outlook 23 Google Drive Migrating SharePoint Content Migration Solutions for SharePoint allow you to migrate sites lists document libraries folders items and documents and other objects between SharePoint environments The following table details support for on premise SharePoint and SharePoint Online Office 365 migrations in different product editions Edition On premise SharePoint SharePoint Online Source Target Source Target Migration Suite for SharePoint Migration Manager for SharePoint Supported SharePoint Environments e SharePoint Online Office 365 and BPOS or other hosted SharePoint services e SharePoint Server 2013 e SharePoint Foundation 2013 e SharePoint Server 2010 e ShareP
23. table displays features and capabilities supported in these product editions Table 1 Supported Features and Capabilities Product Source Target Edition SharePoint SharePoint Exchange File Google SharePoint SharePoint on premise Online Public Shares Drive on Online Folders premise Migration x x x X x y y Suite for SharePoint Migration x x y Manager for SharePoint While each product has its own set of supported source and target systems all products are included in the same install and most of the features and capabilities are common across editions This user manual provides applicability references for specific product functions that are turned on and off based on licensing Required Permissions The application connects to SharePoint sites as the currently logged on user by default If authentication fails for the current user or he she is not authorized to access the site the application prompts for alternate credentials to connect Stored network passwords in Windows can be used to access sites as a different user Permission requirements for hosted e g SharePoint Online sites are the same as for on premises SharePoint 2007 2010 2013 Source SharePoint Sites Table 2 Required Permissions SharePoint Version Required Permissions SharePoint 2003 Member of the Designer site group SharePoint 2007 2010 2013 Design or higher Target SharePoint Sites Table 3 Required Permissions SharePoint Version
24. 25 04 44 21 PM CORP administrator kw 120501 Gauntner91937TB_ Alex docx Document 2012 05 03 06 31 42 PM BUILTIN administrators fi Divide and Conquer docx Document 2012 04 27 03 54 44 PM BUILTIN administrators kw Quest Tools for SP2010 MMSP vs Native doce Document 2012 04 28 07 37 30 PM BUILTIN administrators wh Ampacet doc Document 2007 05 03 07 56 00 PM CORP administrator http mssz0i10 corp spb i wh Arthur J Gallagher and Co doc Document 2007 05 03 07 54 00 PM CORP administrator http mssz0i0 corp spb i wh Bh doc Document 2007 05 03 07 54 00 PM CORP administrator http mssz010 corp spb i el CGI Insurance Business Services doc Document 2007 05 03 07 54 00 PM CORP administrator http l mssz0i0 corp spb i tay Mary Kay doc Document 2007 05 03 07 55 00 PM System Account http mssz010 corp spb i wt Miami Dade County Public Schools doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb i TH Statoil pdf Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb i Located in the top left hand corner is a breadcrumb definition of the list or library whose contents is displayed in the window The top right corner contains a set of icons that represent available activities for the user Most of these options can be exposed by right clicking on items inside the window The list of available activities will depend on what is selected in the window Beside displaying list and library content the Contents area
25. Dell Migration Solutions for SharePoint 4 6 User Guide 2014 Dell Inc ALL RIGHTS RESERVED This guide contains proprietary information protected by copyright The software described in this guide is furnished under a software license or nondisclosure agreement This software may be used or copied only in accordance with the terms of the applicable agreement No part of this guide may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Dell Inc The information in this document is provided in connection with Dell products No license express or implied by estoppel or otherwise to any intellectual property right is granted by this document or in connection with the sale of Dell products EXCEPT AS SET FORTH IN THE TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT DELL ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NON INFRINGEMENT IN NO EVENT SHALL DELL BE LIABLE FOR ANY DIRECT INDIRECT CONSEQUENTIAL PUNITIVE SPECIAL OR INCIDENTAL DAMAGES INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFITS BUSINESS INTERRUPTION OR LOSS OF INFORMATION ARISING OUT OF THE USE OR INABILITY T
26. IE FOGE soenan am A E E a a aa 42 Ger A Eaa A e E E E E EE T 42 Migrating Exchange Folder PermissionS sessesessesesescesesceecesesceceseeceseseeceseee 43 Migrating Files to SharePoint sssesssessesesessesescesesescesesoescscecesesceceseeceeeseecesees 45 Migrating NTFS Folder Permissions sccccccsccccccccvesccesscccssccceessceseccesescesees 45 Migrating Google Drive Content to SharePoint ssesesessesescsesescesesescesesescseseseeceseeo 46 Migrating Multiple Google Drives sesssssssssecesesseceseeceoescscoseeecosoeseeceeeeososeeeo 46 Migrating Single Google Drive sssessesesossssescesesceecesesceseseecesescecesceceeesceceseeo 48 Deleting Google Connections ssseseseecesesceceseececeeceeceseececesseceseececeseecesoseeeoe 48 Migrating Google Permissions itinere ieri ra 48 SCHREAUIEG MISTATIONS sr 49 Metadata Mapping and Tagging cccccccccccccccccccccccccccccsccccccscccccceccccccsecccccees 50 Data Andbeat nate 50 POPETI S gt Celi ina siano in 50 CONNE TYO eera te 51 Tago mo Classica 51 Field Value Selection Screen seseseseseecesesececesesesesesesesesesescececesececeseseseseseseseo 52 Migrating Created Modified Metadata eseseesecsesecsesecsececcececceceesecsesecoeseesee 53 Installing Extension Web Service sesesesseceseeceseecseceseececseeeceoreceosoeeceoeececeseeceoee 53 Pre Migration AnalySiS sesesosossssesesesesesesesesesesesososososososoeseoe
27. O USE THIS DOCUMENT EVEN IF DELL HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES Dell makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice Dell does not make any commitment to update the information contained in this document If you have any questions regarding your potential use of this material contact Dell Inc Attn LEGAL Dept 5 Polaris Way Aliso Viejo CA 92656 Refer to our Web site software dell com for regional and international office information Trademarks Dell the Dell logo are trademarks of Dell Inc and or its affiliates Other trademarks and trade names may be used in this document to refer to either the entities claiming the marks and names or their products Dell disclaims any proprietary interest in the marks and names of others Legend A CAUTION A CAUTION icon indicates potential damage to hardware or loss of data if instructions are not followed A ne A WARNING icon indicates a potential for property damage personal injury or death IMPORTANT NOTE NOTE TIP MOBILE or VIDEO An information icon indicates supporting information Migration Solutions for SharePoint Updated April 2014 Software Version 4 6 Contents Introduction to Migration Solutions for SharePoint ccccccccccccscccccccccccccccccccec
28. PORTANT Before migrating My Sites make sure e Youhavea proper mapping for My Sites in the application Open Profile Manager gt Global Variables The Site Template for My Sites setting must be set to SPSPERS 0 Profile Manager is available from the Help ribbon See Appendix A Profile Manager for more information e The target farm is configured to use the same naming format for My Sites as the source farm If they do not match your target SharePoint Server will fail to match users to migrated sites and will create new blank My Sites instead User profiles cannot be migrated using Migration Suite for SharePoint You can either rebuild user profiles by importing data from the directory or use database attach method to move profiles http technet microsoft com en us library cc263299 aspx SSP 2 On the Select Web Application screen connect to the Central Administration URL and select the web application hosting the source site collections My Sites Figure 15 Select Web Application Screen a Lola Select Web Application Central Admin URL httpyymoss200 7 5000 Connect Server Farm Admin CORP administrator Connected to Central Admin URL http moss2007 50000 Web Application Name URL SharePoint 80 httpy moss2007 SharePoint 8868 httpy moss300 74888 SharePoint riysite 200780 httpy mysite 2007 SharePoint Central Administration v3 http moss2007 50000 Next Cancel 3 Select the site collections to be migrat
29. Profile Manager for more information 4 Click Finish to start the list copy 5 The copy progress window is displayed NOTE Click Run in Background to hide the window Running tasks are displayed on the Progress tab in the Content area of the application You can proceed with another copy task 6 When the copy is completed a notification window is displayed Multiple Lists Copy 1 Select the source lists in the Navigator pane Use CTRL or SHIFT keys to select multiple lists 2 Drag your selection onto the desired target site or use Copy Paste to start the List Copy Wizard 3 Check the lists to copy on the Copy Lists Libraries step NOTE You can also start the List Copy wizard by clicking the Copy List action in the ribbon Figure 18 Copy Lists Libraries Screen Copy Lists Libraries Select items to update in the target site s a fA http mss2010 corp spb qsft sites auth401 team Mill class MI DocSets I Form Templates 4 On the next step you can choose from a number of available list copy options i e what objects and settings are included in the copy Use the built in help buttons to get more information about specific options NOTE The application includes a convenient tool to manage list copy settings using predefined profiles See Appendix A Profile Manager for more information For information on migrating out of the box workflows please refer to Migrating Built in Workflows For lists with Con
30. Properties step review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping On the Summary screen you can choose from a number of available copy options and select the format to which your Google Drive content should be converted For more information on user mapping refer to User Mapping NOTE You can choose the Create CSV File for Uploading Tagging or Copying files option to import files using a CSV file instead of uploading them immediately See Appendix B CSV Based Migration for more information on CSV based file import Click Finish to start the copy process Generating CSV 1 2 3 4 5 Open the Google Admin console https admin google com Login with a Google Admin account Click on the Users tab Click on the More Actions button and select Download as CSV Save the CSV file to your local machine You may add or remove any accounts from this file before proceeding but please do not modify its structure Migrating Single Google Drive To migrate a single Google Drive 1 DU Right click Google Drive in the Connections pane and select Connect to Google Alternatively you can use the Google button on the Google ribbon In the appeared Connect to Google window provide your Google account credentials When the connection is established Google Drive content will be uploaded into the Contents pane on the right Perfor
31. a unique method for visually comparing and synchronizing the objects and content within any two SharePoint site collections sites or lists The site compare feature displays up to the moment differences between these sites and allows the user to drill down and copy the differences in both directions 1 Start site compare by clicking on the corresponding ribbon button Figure 24 Site Compare Button e Migration Suite for SharePoint To Site Copy Paste Home View Quick Mode File Manager Public Folders Project Mode AIX Fa ni Copy are Promote to Site Copy Site Collection Connect Clipboard Delete Sites List Library Click on the downward button next to the Site URL fields and select sites to compare If you want to compare specific lists or libraries select them in the corresponding fields below the sites Figure 25 Select site Screen Site Compare Site URL Select site List Library Parent Site Site Collection URL e g http www yoursharepoint com sites yoursite http mss2010 corp spb qsft sites auth401 justteam v 4 FA Just a team site 0 Estimation 4 To start the compare process you can select one of the following options a Full Compare This option generates a report of all the difference between the selected sites and sub sites if selected The report will automatically collect all th
32. administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents Ampacet dac F 4 TP Lists wi Arthur J Gallagher and Co doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth40L justteam Shared Documents Arthur J Gallag gt Announcements wi BMW doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents BMW doc http p ES Calendar w CGI Insurance Business Services doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents CGI Insurance B gt ea Class gt DocSets gt Form Templates b TT Formulas b 84 IS Contacts gt Links gt a Logos gt Shared Documents gt Ql Tasks b E Team Discussion gt Ly WE m mP Connections 3 s Local Disk C CD Drive Di 0 Outlook SY Google wi Mary Kay doc Statoil pdf Document 2007 05 03 07 55 00 PM wi Miami Dade County Public Schools doc Document 2007 05 03 07 55 00 PM Document 2007 05 03 07 55 00 PM System Account System Account System Account http mss2010 corp spb qsft sites auth401 justteam Shared Documents Mary Kay doc F http mss2010 corp spb qsft sites auth401 justteam Shared Documents Miami Dade Co http mss2010 corp spb qsft sitesfauth401 justteam Shared Documents Statoil pdf http 4 UL
33. ag Connections S View In Browser se Local Disk C i L L 2 CD Drive Di Use CSV to gt g Upload Copy Content O Outlook A A Tag Content 3 Canale Objects gt e g g Upload Public Folders List Contents Report csv gt Download Content to File System EN Pre migration Analysis Import Alerts 4 IR b 3 Shared Documents In the window that is displayed either enter the file location manually or select the CSV file using the button Check the items to copy import Expand Advanced Options and set copy options To start the copy process press the Finish button NOTE When copying uploading tagging a library with versioned documents the information entered for the csv file will be applied to each document version If you want to preserve unique information in your document versions enter the following mapping command in the column containing unique information on the versions lt map SOURCE gt where SOURCE is the display name of the column The following tables describe the columns used within these CSV files when importing files to SharePoint and copying files between SharePoint locations Table 10 CSV Format for File Upload to SharePoint Column Name Source File Target SharePoint Site Target SharePoint List SharePoint File Name Content Type Custom Fields Created At CSV ID Col Modified At Created By Modified By Mark Version Version Comment D
34. apping E To remap source site language you should add the language mapping rules to the same CSV file used for the template mapping E g 1033 1034 instructs the tool to map US English sites to Spanish For a list of supported language IDs LCID see http msdn microsoft com en us goglobal bb895996 LCIDDec It is required to install the corresponding language pack on the target farm To use WSP based site templates stored in the Solutions Gallery to remap source sites run the Site and List Templates report to identify the template ID e g C919C19C D0E2 4068 8993 DB98CD29022B AMER where the GUID is the solution ID and AMER is the template name and then add a mapping rule to the mapping CSV file e g STS 0 C919C19C D0E2 4068 8993 DB98CD29022B AMER NOTE This approach works only when migrating to an existing site collection If you migrate to a new site collection you will need to pre create a blank site collection based on the desired WSP template and then migrate the source site to it in the merge mode copy to existing site Excluding Web Parts from Migration By default all web parts and namespace references of web part pages are included into site or list library migration Migration Solutions for SharePoint allow you to override this behavior and exclude unwanted web elements from migration To do this check the Remove WEB Elements option in the site or list copy wizard and load a CSV file containing all web part
35. atically returned to the default state the next time the operation is run In some cases users need the ability to adjust these setting or create profiles that contain selections for common operations that are appropriate for them Profile Manager available from the Help ribbon is intended for this purpose You can alter default profiles or create new ones The profiles may then be selected during the corresponding operations allowing you to set all appropriate options at one time Figure 57 Profile Manager E Profile Manager 3 Copy Items i If Copy List Copy List di Copy Site AR Copy Permission cd LE Download Content ss gi UploadiCopy Content i a Global Variables Password Manager po Invalid Characters Copy Content Eg Invalid Name Endings Include Versions Copy Content Permissions Copy List Permissions Copy Views Copy Custom Doc Template Copy Workflows Copy InfoPath Copy Sharepoint Designer Objects Overwrite if file exists Incremental Copy with Filter From dl dl dl dl dl dil C Defer required Sooly Resetto Default Values Selecting an operation displays a profile name along with a list of available options By default the selections in the profile correspond to out of the box functionality O NOTE The options shown are unique to each operation and are not inherited to higher level operations e g changes to item level profiles are not inherited by list or site level profiles O NOTE G
36. ayed in the Available Values list NOTE This option is only available if Data Analysis Mode is enabled You may select any of these specific values to be copied to all items involved in the operation If none of the values is selected the functionality will follow the logic described in Available Columns Migrating Created Modified Metadata In most cases the application maintains the Created By Modified By Created At Modified At properties of the migrated items and documents as long as the following prerequisites are met e User performing the migration must be a site owner administrator e Author editor user accounts must exist usually in Active Directory and be enabled G NOTE If the original author editor cannot be resolved the Created By and Modified By properties will be set either to the account under which the user connected to the target site or to the account specified in the Default User Account setting of Profile Manager if any specified However in certain situations it is not possible to set the Created Modified metadata using remote Web Services calls including when the application is installed on a server in the target SharePoint farm e SharePoint 2007 as target e Created Modified can be maintained or reset to the current date and user depending on the service pack patch combination on the target farm e SharePoint 2010 2013 as target e All patch levels both dates and author editor are maintained
37. ced Migration Features Migrating E mail Alerts Dell SharePoint migration tools allow you to copy e mail alerts when copying sites The option is not enabled by default and you need to use the Enable copy alerts option in the Global Variables section of Profile Manager Figure 44 Profile Manager Enable Copy Alerts EB Profile Manager a Copy Items m Copy List su Copy Site e Copy Permission ES Download Content Enforce M5 Office Metadata li UploadiCopy Content Regional Date Format Ay Global Variables Password Manager 44 Invalid Characters License Server E Invalid Name Endings Keep Original WEB Parts Name Authentication Preference Make Required Fields Optional Enable browser connect Enable copy alerts Enable new term workaround CSV Separator Encoding for templates Quick Term Lookup Fase O Enable suffix on message meeting res Refresh After Copy Enable Automatic Updates Sooly Reset to Default Values NOTE Profile Manager is available from the Help ribbon See Appendix A Profile Manager for more information When enabled the Import Alerts option will show up under the Advanced Options when you copy a SharePoint site Dell Migration Solutions for SharePoint 4 6 User Guide 59 Figure 45 Advanced Options Import Alerts from CSV Option ogy 7 Advanced Options E Overwrite if file exists Incremental copy Cy Last days Apply Filter Filter Re Map Users Las
38. copied using Migration Suite for SharePoint It is not recommended to use the incremental copy option if you target environment is live To schedule incremental migrations in the Project mode perform the following steps 1 Start the job wizard a For site copy drag and drop or Copy Paste the source site to the blank target site b For list library copy drag and drop or Copy Paste the source list library to the target SharePoint site 2 Specify a name for the migration job 3 Specify a recurring schedule for the job using the built in Scheduling Wizard Figure 38 Specify Job Schedule New job definition Enter information about this job Job Name Scheduled sync Job Description Advanced Options B Scheduling Wed Mar 13 23 00 00 MSK 2013 Click Next 4 For site copy select Copy Site to Existing Site 5 Select the Incremental copy option Cancel a For site copy expand Advanced Options check the Incremental Copy box and specify incremental copy time interval Figure 39 Incremental Copy Option Site Copy lt gt 0 ex Copy Site Properties Profiles Site Default lt Site Copy Options gt gt List Copy Options AA Advanced Options Overwrite if file exists V Incremental copy Last 15 mI Apply Filter Filter Re Map Users Load Re Map Site and List Templates Load Remove WEB Elements Load
39. ct notifications e Download software For trial software go to Trial Downloads e View how to videos e Engage in community discussions e Chat with a support engineer Dell Migration Solutions for SharePoint 4 6 User Guide 86
40. ders Project Mode Reports Help x P Import Deo a o Export it Paste Select All i ee Spy eG Load from File Connect Clipboard Delete Project Navigator Er amp 7 A fE Progress Contents 8 E lee al al new A 4 E Auth 401 a Just a team site gt Shared Documents Views an Documents M Lists Z 4 G Subsites Name Type Modified Modified By ApprovelT Original URL EI http mss2010 corp spb qsft sitesfa TestShare Folder 2012 06 25 04 44 21 PM CORP administrator Di fa JA Wi Ampacet doc Document 2007 05 03 07 56 00 PM CORP administrator http mss2010 corp spb qsft sites auth40 4 ip Lists Wi Arthur J Gallagher and Co doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sitesfauth40 Announcements Mi BMW doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sitesfauth40 PE Calendar W CGI Insurance Business Services doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth40 Links Wh Mary Kay doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth40 ce ty Kay y I Shared Documents MA dino PodCast Public Schools doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth40 L Site Assets B Copy Ctrl C Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth40 Site Pages Paste Ctrl V 2 Tasks 7 amp Refresh FRE View Contents t
41. ding Items Using a CSV File ccc ccc cence cece ccc eeeeceeeeceeeeceeeeeceeeecees 72 Appendix C Command Line ReferenCe ssesesecececsecececececcecececececcecececececcecseceo 77 EAD a iii 82 Appendix D Troubleshooting iui 83 Appendix Ez Troubleshooting scri ria rara rire 84 ADOUC DEW mne asti 86 CONEA UNE DOU Serre rore AAR EAEEREN 86 Technical support reSoUrCeS sesssseseseecesesceroesceceseecsceoeeceorececeoseceoseeeceoreceroreeeo 86 Introduction to Migration Solutions for SharePoint Migration Solutions for SharePoint provide easy to use yet powerful tools for migrating content lists libraries sites and site collections between SharePoint environments both on premise and hosted Microsoft SharePoint Online Whether you are consolidating upgrading or simply re organizing your environment our solution provides a convenient and familiar way of moving your SharePoint data You can simply drag and drop data to a new SharePoint location or use scheduled tasks to move larger data sets during off hours With Migration Solutions for SharePoint you can also easily load files from Windows network drives import email items from Exchange public folders move Google Drive contents to SharePoint and classify legacy or imported content to unlock the full potential of SharePoint search and navigation Migration Solutions for SharePoint include Migration Suite for SharePoint and Migration Manager for SharePoint The following
42. e Appendix B CSV Based Migration for more information on CSV based file import 8 Click Finish to start copying selected items The progress window is displayed NOTE Do not close Microsoft Outlook during migration Otherwise migration will fail Migrating Exchange Folder Permissions The application provides an option to map Exchange folder permissions to SharePoint To enable migration of folder permissions select the Copy Permissions option under Advanced Options in the Copy Public Folders Wizard Figure 42 Enabling Exchange Folder Permissions Migration Summary Content total summary Target Content Location Site URL http 1 mss2010 corp spb qsft sitesfauth401 team List Calendar Folder Content Type Event 3 documents will be updated Profiles Item Defaulk E Advanced Options C Incremental copy Last E C Apply Filter _ Re Map Users _ create CS File for Uploading Tagging or Copying files eo When permissions are granted using one of the predefined Exchange permission levels the application maps it to a SharePoint permission level as follows Table 6 Mapping Folder Permission Levels to SharePoint Permission Levels Folder Permission Level SharePoint Permission Level Owner Full Control Publishing Editor Full Control Editor Full Control Publishing Full Control Author Full Control Non editing Author Full Control Reviewer View Only Contributor Full Control None View O
43. e Lists libraries with major and minor versions enabled Created Modified is maintained for major versions but not for minor versions To facilitate retention of the Created Modified properties in situations where setting them remotely is not possible an extension SharePoint web service is provided to be deployed to the target SharePoint 2007 2010 2013 farm After the service is installed no further product configuration is necessary The application will detect the service automatically and use it to set the Created Modified metadata G NOTE Installing the Extension web service allows you to preserve both Created Modified and Content Approval Status properties for items and documents simultaneously when copying content between SharePoint locations When the service is installed the priority setting Authorship in Profile Manager is ignored It is not recommended to change the default mappings for Created Modified and Approval Status fields when the service is installed If the Extension web service cannot be installed you can enable the Preserve Approval Status Comments option in the Copy List or Copy Site section of Profile Manager to retain the content approval status for items and documents Please note that the Preserve Approval Status Comments option works only on non versioned or major versioned lists and document libraries Installing Extension Web Service Perform the following steps 1 Remove the previous version and install the new
44. e Proxy 2 Enter your trial or purchased activation code 3 If your computer is connected to the Internet via a proxy click Configure Proxy and enter your proxy server settings 4 Click Activate Automatically 5 The activation status will read License is Valid and turn green after a successful activation Dell Migration Solutions for SharePoint 4 6 User Guide 10 6 Figure 2 Activation Status License is Valid Registration Activation Status License is Valid 000 Your Activation Code eMlclffd 3a345 4 2e a 7c 4d3e8061d31f Activate Automatically Activate Manually if Automatic Activation is not available LICENSE BEGIN Product License Activation e01 cl ffd 3a45 472e a77c 4d3e9061d31f Client SPMigrationBeta quest com Seat 001DE0719F27 001C2334F904 Sites 100000 Expiration 2011 09 01 Product Migrator Modules ChangeManagerExchange FileSystem Offices65 Enabled Size Limit 1 Item Limit 1 Signature MCOCFB4GIreK buF2B9 EkFobWph66yAhUAjeUWup3T L44653 MGBKuxAdHEdE LKEWSE Di Complete Activation Click Complete Activation to proceed Offline Activation If the computer you install the application on is not connected to the Internet use the manual activation option 1 2 Copy and paste the provided code into the Activation Code field Click the Activate Manually button Copy the complete URL to a text file and save the text file that can be
45. e Remove Folder Structure option is selected for the migration job The application maps NTFS permissions to SharePoint permission levels as follows Table 8 Mapping NTFS Folder Permissions to SharePoint Permission Levels NTFS Folder Permission SharePoint Permission Level Full Control Full Control Modify Contribute Read Read Write Contribute List Folder Content Read Read and Execute Read O NOTE You can use the user mapping feature when migrating folder permissions See User Mapping for more information Migrating Google Drive Content to SharePoint With Migration Solutions for SharePoint you can quickly and easily migrate content of multiple or single Google Drives into your SharePoint environment preserving all valuable metadata Migrating Multiple Google Drives Using Google service account SharePoint administrators can migrate Google Drive content of multiple enterprise users at once to SharePoint To be able to migrate Google Drives using your service account you should configure your Google for Business tenant steps 1 oOo N OA a KR W N 10 for Migration Suite You will need to use your Google administrator account to complete the following Open the Google Cloud Developer Project page https cloud google com console project and login with your Admin account Click Create a Project and create a new project with arbitrary name Once the project is created go to APIs amp auth in the left menu and
46. e differences You can load the completed report stored as a csv file into the Site Compare viewer using the Load Compare Report option Full Compare has the following options selected by default e Use enhanced content compare This option will use the last modified date to identify differences in content that exists in both sites lists and libraries Normally the comparison is limited to identifying differences in content that exists in one site but not the other e Include Item Level Permissions The difference in item level permissions between the selected sites or lists will be analyzed as part of the site compare e User Mapping This option will allow you to map users between different domains or to change the user account in the target environment during copy e Include Subsites Any sub sites for the selected sites will be analyzed as part of the compare Figure 26 Full Compare Options Full Compare Properties CIIPITIITITITTTI TITTI IT III III III eee i Use enhanced content compare 9 Include Item Level Permissions L User Mapping Load W Include Subsites Cancel G NOTE Depending on the amount of site content the compare process may be time consuming b Quick Compare This option generates a listing of SharePoint objects The option is limited to the currently selected sites Quick Compare has the following options e Use enhanced content compare This option will use the las
47. e operations that the tool is performing with enhanced logging Lots of information is written when the Debug Mode is enabled which is helpful when investigating customer issues Only 10 of these files are created which means they will start to write over themselves if large operations are performed in the Debug Mode Please perform as small a test as possible while this mode is enabled 4 Connection logs these logs are created when encountering connection issues and stored to the transport log file About Dell Dell listens to customers and delivers worldwide innovative technology business solutions and services they trust and value For more information visit www software dell com Contacting Dell Technical Support Online Support Product Questions and Sales 800 306 9329 Email info software dell com Technical support resources Technical support is available to customers who have purchased Dell software with a valid maintenance contract and to customers who have trial versions To access the Support Portal go to http software dell com support The Support Portal provides self help tools you can use to solve problems quickly and independently 24 hours a day 365 days a year In addition the portal provides direct access to product support engineers through an online Service Request system The site enables you to e Create update and manage Service Requests cases e View Knowledge Base articles e Obtain produ
48. ecognized as an out of the box web part Include Sub sites Enabling this option will include all sub sites below the defined source location in SharePoint G NOTE Please note that if a large number of sub sites exist enabling this option could slow down the analysis e Analyze Lists Parameters Total Items It is generally outside of SharePoint Best Practice for lists to exceed a certain number of items or threshold for various reasons The default list view threshold for optimal SharePoint performance is 5000 items This option will scan for and highlight any list that exceeds the total number of items defined in this parameter default value is 5000 This is particularly important when migrating to SharePoint Online as this value is not user configurable in online tenants List Size Limitation MB Although SharePoint lists are designed to house many millions of items it may not be ideal to store large amounts of data in a single list This option will scan for and highlight any list that exceeds the total size in megabytes as defined in this parameter default value is 1000 MB e Analyze Items Item Size Limitation MB To identify content that may exceed SharePoint s maximum file size this option will return items which are Equal Greater Than and Less Than the defined size in megabytes G NOTE You can adjust the default value 50 MB For example setting this value to 250 will ensure you do not exceed the maximum
49. ed 4 On the Copy Site Properties screen connect to the target farm s Central Administration site and specify the target managed path for the site collection s On this step you can also adjust the site collection copy options Use the built in help buttons to get more information about specific options G NOTE Check the objects and settings for migration deliberately For better performance include the items you need to be migrated only Advanced Options allow you to overwrite existing files perform incremental copy filter items perform user and template mapping copy e mail alerts and exclude specified web parts from included pages during copy For more information on user and template mapping see User Mapping and Template Mapping respectively For more information on copying e mail alerts see Migrating E mail Alerts For more information on excluding web parts from migration see Excluding Web Parts You can also filter list items and documents based on their metadata by specifying the filtering conditions O NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A Profile Manager for more information 5 Verify the settings on the Summary screen and then click Finish to start the site collection copy The copy progress window is displayed NOTE Click Run in Background to hide the window Running tasks are displayed on the Progre
50. efined will be displayed in the New Job Wizard Figure 32 Scheduling Defined Sat Aug 20 16 00 00 MSD 2011 Schedule 6 Therestof the wizard is identical to add hoc migration mode described in the previous chapters Running Jobs Migration jobs are typically started automatically based on the schedule you specify But you can also start jobs manually To run a migration job manually 1 2 Select the job in the Jobs tab Click Run in the Action section of the ribbon Figure 33 Run Button Public Folders Project Mode Reports Help Rza Delete Change New Run Using Run Target Site CSV File Incremental Group Action Enter a comment for executing the job in the Run Job History window and click Run Now Tracking Job History The application keeps track of all migration job runs to help you verify the migration results and troubleshoot migration failures To view the job history trail 1 Double click on the job in the jobs list 2 The job history trail be loaded into the History pane Figure 34 History Pane Fri Apr 27 12 37 URL http mss2010 corp spb i Fri Apr 27 12 42 URL http mss2010 corp spb 4 27 12 12 35 PM 4 27 12 12 37 PM 3 Expand the log item you need and click View Log Figure 35 View Log Button eo Tre status tssthun Nexthun Source Fre Sample Job List Copy Fri Apr 27 12 37 URL http mss2010 corp spb i Fri Apr 27 12 42 URL http mss2010 corp spb 1
51. ems e field internal name of a field in SharePoint e operator compare operator lt gt e equals to e does not equal to e gt greater than e lt less than e starts with e contains e value criteria For dates use these patterns yyyy MM dd HH mm ss or yyyy MM dd Pass CSV file with users mapping to the copy operation Authorship basic preserve Created Modified properties by default preserve Approval Status Comments Number of last item versions included into the copy tag list items using CSV Spreadsheet Description Pass CSV file with users mapping to the copy operation Copy workflows of subsite also Copy workflows of lists also Parameter convert Table 20 Importfiles Parameters Parameter path path mapping template mvmap filter field operator value usermapping path Table 21 Googlelmport Parameters Parameter srcResourcelD type id filter field operator value usermapping path Table 22 GoogleExport Parameters Parameter trgtResourcelD type id filter field operator value Description Convert to workflow 2013 platform Description File path Mapping template file Filter source items e field internal name of a field in SharePoint e operator compare operator lt gt e equals to e does not equal to e gt greater than e lt less than e starts with e contains e value criteria For dat
52. es use these patterns yyyy MM dd HH mm ss or yyyy MM dd Pass CSV file with users mapping to the copy operation Description Google document resource identifier Filter source items e field internal name of a field in SharePoint e operator compare operator lt gt e equals to e does not equal to e gt greater than e lt less than e starts with e contains e value criteria For dates use these patterns yyyy MM dd HH mm ss or yyyy MM dd Pass CSV file with users mapping to the copy operation Description Google document resource identifier Filter source items e field internal name of a field in SharePoint Parameter Description e operator compare operator lt gt e equals to e does not equal to e gt greater than e lt less than e starts with e contains e value criteria For dates use these patterns yyyy MM dd HH mm ss or yyyy MM dd usermapping path Pass CSV file with users mapping to the copy operation Examples QuestDM exe cmd copylist srcsite http host site srclist DocLib srcuser DOMAIN user srcpass passwd trgtsite http host site2 trgtlist DocLib2 trgtuser DOMAIN user trgtpass passwd copylistcontent copylisthistory copylistviews copylisttemplates usermapping path file csv templatemapping path file csv log output log QuestDM exe cmd copysite srcsite http host site trgtsite http host site2 rootname newsite asnewsi
53. es v3 Supported Objects e Email messages calendar items contacts in Exchange public folder e Email messages calendar items contacts in PST archives e Files and folders on file shares and local disks e Documents and folders on Google Drive You can run your migration tasks real time or schedule them for execution at a specific time 1 For ad hoc migrations go to the Quick Mode tab 2 For scheduled migrations go to the Project Mode tab Migrating Exchange Data to SharePoint You can migrate entire Exchange public folders to SharePoint or upload mail items individually NOTE The application leverages Microsoft Outlook and your Outlook profile to connect to email and public folders Therefore a configured copy of Outlook 2007 or higher is required on the computer where the application is installed Copy Entire Folder You can copy an entire mail folder to a new SharePoint list or library You can also upload multiple mail folders to SharePoint while creating a dedicated list for each in SharePoint This method is fully automatic and you cannot change the default metadata mapping and some other copy options 1 Locate the source folder under Outlook in the Connections pane 2 Drag and drop or Copy Paste the source folder to the desired SharePoint site 3 Enter the name for the new list library Advanced Options allow you to create incremental copy filter items copy folder permissions and or perform user and template mapping duri
54. escription Identifies the physical path to the file that will be uploaded Identifies the target site for the file listed in the source file column The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file In order to take advantage of this feature the CSV file must be uploaded on a site not a list level Identifies the target list for the import Identifies the SharePoint item name that will be used for the import is used to identify folders Identifies the SharePoint content type that will be used for the import This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Any custom fields would be listed following the content type These fields must already exist within the target SharePoint list and content Type The values entered here must also pass any SharePoint validation or restrictions for the corresponding field Identifies the content creation date which is extracted from the file system If left blank the value will be set to the current date and time This is a reserved field utilized for incremental copy functionality Do not enter anything into this field Identifies the last content modification date which is extracted from the file system If left blank the value will be set to the current date and time Identifies the user who created the content If
55. f left blank the default version level will be used during import Specifies the comment that will be used when importing items Table 12 CSV Format for E Mail and Public Folder Objects Copy Column Name Item Name Description Generally this is the subject of the e mail Column Name Outlook Path Entry ID Target SharePoint Site Target SharePoint List SharePoint File Name Content Type Custom Fields Created At CSV ID Col Modified At Created By Modified By Mark Version Version Comment Description Identifies the location of the e mail in the source This is a reserved field Identifies the target site for the file listed in the source file column This field is left blank by default but may be specified to upload content to different sites and lists using the same CSV file In order to take advantage of this feature the CSV file must be uploaded on a site not a list level Identifies the target list for the import Identifies the SharePoint item name that will be used for the import is used to identify folders Identifies the SharePoint content type that will be used for the import This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Any custom fields would be listed following the content type These fields must already exist within the target SharePoint list and content Type The values entered
56. ferent sites and lists using the same CSV file In order to take advantage of this feature the CSV file must be copied on a site not a list level Identifies the target list for the content to be copied Identifies the target SharePoint item name for the content to be copied is used to identify folders Identifies the SharePoint content type for the content to be copied This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Any custom fields would be listed following the content type These fields must already exist within the target SharePoint list and content Type The values entered here must also pass any SharePoint validation or restrictions for the corresponding field Identifies the content creation date If left blank the value will be set to the current date and time This is a reserved field utilized for incremental copy functionality Do not enter anything into this field Identifies the last content modification date If left blank the value will be set to the current date and time Identifies the user who created the content If left blank the value will be set to the user currently logged into SharePoint Identifies the user who last modified the content If left blank the value will be set to the user currently logged into SharePoint For versioned libraries identifies the version level for the item being imported I
57. file size limit for SharePoint Online File Path Length This option will scan the specified file share location and identify file path lengths that are Equal Greater Than and Less Than the defined value G NOTE The effective file path length is recommended not to exceed 256 characters Please note that this value also includes the SharePoint domain server name which may not be accounted for in this analysis e Blocked File Extensions SharePoint provides functionality to block specific file types from being uploaded Enabling this option will scan the source SharePoint location and identify the content based on the list of defined blocked file extensions O e Detailed Reporting Level This option provides the ability to choose the amount of items based on Condition level to be included in the report O NOTE The list of file extensions should be separated by a comma e g exe zip avi mp3 NOTE The use of this option will not decrease the amount of time for the analysis to complete it will only reduce the amount of items listed in the resulting report When this option is enabled the report will include detailed information about all items regardless of their reported Condition level The use of this option can greatly increase the report size so you may consider leaving it disabled if your SharePoint location contains a large amount of items When this option is disabled the report will include detailed informat
58. get Site Collection URL http mss2010 corp spb qsft sites newsite F Site Collection Admin corp administrator Connected to Central Admin URL http mss2010 corp spb gsf amp 30000 Profiles Default n Fal b Site Copy Options TI List Copy Options 6 Verify the settings on the Summary screen 7 Click Finish to start the site copy The copy progress window is displayed NOTE Click Run in Background to hide the window Running tasks are displayed on the Progress tab in the Content area of the application You can proceed with another copy task 8 When copying is completed a notification window is displayed Figure 13 Summary Screen AU Site s copied successfully 9 Click View Log to view the copy log and verify items in the log Migrating Site Collections My Sites The application allows you to copy multiple site collections and My Sites in a single move To migrate site collections perform the following 1 Run Migration Suite for SharePoint switch to the Quick Mode ribbon tab click Copy Sites and select Copy Site Collections My Sites Figure 14 Copy Site Collections My Sites ga Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode EINE To Site Copy Paste Copy Site Compare Promote to Site Copy Site Collection Connect Clipboard Delete I Copy Site List Library m gt Copy Site Collections MySites gt Navigator mi 7 E AES E new A i IM
59. googleapis com auth userinfo email https www googleapis com auth userinfo profile https www googleapis com oauth2 v1 userinfo Click Authorize to finish To migrate multiple Google Drives 1 10 11 12 Right click Google Drive in the Connections pane and select Connect to Google Alternatively you can use the Google button on the Google ribbon In the appeared Connect to Google window click Use service account In the User s field specify Google Drive accounts You can load all accounts using the Load users form CSV or Load users from Google option NOTE If you have a large number of Google Drives it is recommended to load them using a CSV file For information on how to create this CSV file please refer to the Generating CSV section In the Account ID field provide your Google Service account Load the P12 Key File and click Authenticate When the connection is established all Google Drive accounts will appear in the Contents pane on the right Select the Google Drives to be migrated If you want to migrate individual documents and folders select the documents you want to upload to SharePoint you can select multiple documents using CTRL or SHIFT and drag or copy paste the selection to the desired SharePoint list or library Drag your selection onto the desired target list library or use Copy Paste to start the Copy Wizard On the Location step confirm or change the target site and list library On the
60. here must also pass any SharePoint validation or restrictions for the corresponding field Identifies the content creation date which is extracted from the file system If left blank the value will be set to the current date and time This is a reserved field utilized for incremental copy functionality Do not enter anything into this field Identifies the last content modification date which is extracted from the file system If left blank the value will be set to the current date and time Identifies the user who created the content If left blank the value will be set to the user currently logged into SharePoint Identifies the user who last modified the content If left blank the value will be set to the user currently logged into SharePoint For versioned libraries identifies the version level for the item being imported Major or Minor If a quasi versioning system was used in the file system this field along with the SharePoint File Name can be used to recreate the versions in SharePoint To implement this functionality use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field If left blank the default version level will be used during import Specifies the comment that will be used when importing items NOTE When copying tagging a library with versioned documents using the csv will apply the information entered for the file to each of the vers
61. inistration site Farm administrator user name Farm administrator password Farm administrator encrypted password Copy page layouts gallery Copy master page gallery Copy look and feel options e all copy everything e title copy title description icon e navigation copy navigation e treeview copy tree view e sitetheme copy site theme Parameter siteCollectionAdminAccount siteCollectionQuota numcopiedversion Table 18 Copyitems Parameters Parameter mapping template mvmap trgtfolder path filter field operator value usermapping path authorship approval numcopiedversion tagltemsUsingCSV Table 19 Copyworkflows Parameters Parameter usermapping path includesubsites includelists Description e linkbar copy top link bar e launch copy Quick Launch e layouts copy layouts and site templates e master copy master page settings e welcome copy welcome page e copyspd copy SharePoint Designer objects Account to be used as the Primary Site Collection Admin for the new collection Quota size MB This parameter is only used when creating new site collections in SharePoint Online However it should be specified with the default value even for on premise migrations By default the minimum value allowed for SharePoint Online is 100 Number of last item versions included into the copy Description Mapping template file Target folder path Filter source it
62. ion only about items with the Condition 2 or 3 status i e the items where the tool has detected a potential issue for your consideration File Share Analysis Parameters In the File Share Pre Migration Analysis wizard you can set the following parameters File Path Length This option will scan the specified file share location and identify file path lengths that are Equal Greater Than and Less Than the defined value Optionally you can include a Target Location in your analysis which will subtract the total length of this entered location from the defined limitation resulting in a more accurate File Path limitation estimate NOTE The effective file path length is recommended not to exceed 256 characters Please note that this value also includes the SharePoint domain server name which may not be accounted for in this analysis Component Name Length SharePoint enforces limits to the number of characters in a path component more specifically this path component refers to the length of the name of files and folders This option will identify which items are Equal Greater Than and Less Than the defined length NOTE The effective limit of a path component is recommended not to exceed 128 characters Name Contains Invalid Characters Certain characters and their placement are considered invalid and therefore forbidden to be used in standard SharePoint naming conventions This option will scan the file share location and identify if a
63. ions If your versions contain unique information you can use the following mapping command in the column that contains unique information on the versions lt map SOURCE gt where SOURCE is the display name of the column C Appendix C Command Line Reference In addition to running migration tasks interactively or on schedule in the UI you can script your migrations by invoking the command line utility included with the application ProgramFiles Dell Migration Suite for SharePoint dell QuestDM exe The most convenient way to generate the command line is to use the Generate Script button available in most copy wizards Figure 61 Generate Script Button Fi Generate Script NOTE Note that Generate Script is only available in the Quick Mode Figure 62 Command Line Script lt gt Command line script QuestDM cmd importfiles path YAArthur J Gallagher and Co doc trgtsite http imss2010 corp spb qsft QuestDM cmd importfiles path YABMW doc trgtsite http mss2010 corp spb qstt sites qdrive trgtlist QuestDM cmd importfiles path YNCGI Insurance Business Services doc trgtsite http mss2010 corp spb QuestDM cmd importfiles path Y Del Monte Foods doc trgtsite http mss2010 corp spb qsft sites qdr QuestDM cmd importfiles path Enterprise Rent A Car doc trgtsite http mss2010 corp spb qsft sites QuestDM cmd importfiles path Getronics doc trgtsite http mss2010 corp spb qsft sites qdrive trgt Que
64. istory Parameter copylistpermissions copylistviews usermapping path templatemapping path trguseproxy numcopiedversion Table 17 Copysite Parameters Parameter asnewsite asnewsitecollection url copysubsites copypermissions copygroups copywebparts copycollectionfeatures copyfeatures copycontenttypes copylists copylistcontent copylistpermissions copylistviews copylisttemplates rootname name copythreads number usermapping path templatemapping path centraladminurl url farmadmin user farmadminpassword password farmadminepassword password copylayoutsgallery copymastergallery copylookfeel all page page Description Copy list permissions Copy list views Pass CSV file with users mapping to the copy operation Pass CSV file with list templates mapping Use proxy to target site Number of last item versions included into the copy Description Copy site as new site Copy site as new site collection Copy site with sub sites Copy site permissions Copy site groups Copy site webparts Copy site collection features Copy site features Copy all content types Copy all lists Copy list content Copy list permissions Copy list views Copy list document templates New name for the target site Number of parallel threads for list copy Pass CSV file with users mapping to the copy operation Pass CSV file with templates mapping URL of the Central Adm
65. ite in the browser i e user contoso onmicrosoft com BPOS SharePoint 2007 In case of a BPOS site you will need to look up the proper user ID to use as follows 1 Log into your BPOS site 2 Click on the Welcome Username link at the top right corner of the page 3 Select My Settings 4 Write down the value of the Account property When prompted for credentials use the account string from step 4 as the user name in the SharePoint Connection Wizard You can use the complete domain user account name in the user field or type user in the user field and domain in the domain field Claims Based Authentication To connect to SharePoint sites using claims based authentication perform the following 1 Goto Help gt Profile Manager gt Global Variables Set the Enable browser connect option to True Click Apply 2 3 4 Close and restart the application 5 Click the Connect to Site button on the ribbon 6 Specify the connection name and the URL for your site Click the Finish button An authentication box will pop up 7 Click the Claims button A browser will pop up 8 Enter your claims based credentials NOTE If the site does not use claims based authentication the connection will fail Password Manager Password Manager connects you to your SharePoint sites automatically without entering a password for each connection when the application is restarted The connection credentials are stored securely on the computer and protec
66. ix A Profile Manager for more information To copy SharePoint Designer objects separately 1 Select the site list library in the Navigator and use the SPD Objects button on the View ribbon O NOTE Alternatively you can select Objects in the right click menu on the site list and click Show SharePoint Designer Objects 2 The SharePoint Designer objects will be displayed in the Contents tab in the right pane 3 Copy paste or drag n drop SharePoint Designer objects to a destination site list Migrating Term Store Data Migration Solutions for SharePoint allow users to easily migrate their Term Store data terms sets and terms granularly or in bulk To copy term store data 1 dga Kk U N Select the site in the Navigator and use the Term Store button on the View ribbon Alternatively you can select Objects in the right click menu on the site and click Show Term Store The Term Store content will be displayed in the Term Store tab in the right pane Expand the term store hierarchy to view term groups term sets and terms Copy paste or drag n drop term store object s to a destination store In the window that is displayed you can select the following options e Copy With Children This option will copy any child terms along with your selected object e Merge This option will merge term store objects the source object will overwrite the target in case of a conflict e Retain GUID This option will retain the original
67. left blank the value will be set to the user currently logged into SharePoint Identifies the user who last modified the content If left blank the value will be set to the user currently logged into SharePoint For versioned libraries identifies the version level for the item being imported Major or Minor If a quasi versioning system was used in the file system this field along with the SharePoint File Name can be used to recreate the versions in SharePoint In order to implement this functionality use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field If left blank the default version level will be used during import Specifies the comment that will be used when importing items Table 11 CSV Format for SharePoint to SharePoint Copy Column Name Source SharePoint Site Source SharePoint List Source SharePoint File Target SharePoint Site Target SharePoint List SharePoint File Name Content Type Custom Fields Created At CSV ID Col Modified At Created By Modified By Mark Version Version Comment Description Identifies the source site for the content to be copied Identifies the source list for the content to be copied Identifies the source name for the content to be copied Identifies the target site for the content to be copied This field is left blank by default but may be entered to copy content to dif
68. ll load the entire sub site hierarchy below the current site along with all their objects Migration Solutions for SharePoint automatically detect the SharePoint authentication mechanism and your client environment Depending on your configuration you may be connected automatically or prompted for your credentials a If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer logged into the same domain no credentials are required Click the Connect button and you will be automatically logged in using the credentials of the currently logged in user G NOTE If you want to use an alternate account to connect to a SharePoint site set the Use local system credentials option to False in the Global Variables section of Profile Manager After you restart the application you will be prompted for credentials each time you connect to a new site b If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is not logged into the same domain specify your credentials and click Connect c If your SharePoint environment is using Form Based Authentication specify your user name password and domain in the provided fields and click Connect d If your SharePoint environment is using Kerberos Authentication please refer to the Kerberos Authentication section for configuration instructions e If your SharePoint e
69. lobal Variables profile is primarily intended for diagnostic purposes and should not be modified unless advised to do so by Dell Support A profile selection field is available for most core operations and wizards To select an alternate profile use the provided drop down field Dell Migration Solutions for SharePoint 4 6 User Guide ON O Figure 58 Profile Selection Field Copy Site Properties i fiustte O O Just a team site rofiles Site Default NOTE Note that individual options may still be changed regardless of the selected profile Dell Migration Solutions for SharePoint 4 6 70 User Guide Appendix B CSV Based Migration Dell migration tools allow users to import files and messages into SharePoint and copy and documents between SharePoint sites and libraries using CSV files These files are typically generated automatically when you choose the Create CSV option in the copy wizard and contain the necessary metadata required to import content They may be modified using Microsoft Excel or any text editor Creating a CSV File To create a CSV file 1 Select the Create CSV File for Uploading Tagging or Copying Files option under Advanced Options in the copy wizard Figure 59 Create CSV File for Uploading Tagging or Copying Files Option G Summary Content total summary Folder Content Type Document 1 documents will be updated Profiles Item Default v Advanced Options Dele
70. m either of the following e To migrate entire Google Drive content drag and drop or Copy Paste your account to the desired SharePoint list or library e To migrate individual documents and folders select the documents you want to upload to SharePoint you can select multiple documents using CTRL or SHIFT and drag or copy paste the selection to the desired SharePoint list or library The Copy wizard starts On the Location step confirm or change the target site and list library On the Properties step review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping On the Summary screen you can choose from a number of available copy options and select the format to which your Google Drive content should be converted For more information on user mapping refer to User Mapping G NOTE You can choose the Create CSV File for Uploading Tagging or Copying files option to import files using a CSV file instead of uploading them immediately See Appendix B CSV Based Migration for more information on CSV based file import Click Finish to start the copy process Deleting Google Connections To delete Google connections right click Google Drive in the Connections pane and select Delete Connections Migrating Google Permissions The application provides options to map domain and default Google permissions to SharePoint To enable migration of Google
71. m the list and click Next to display site collections in the web application N WwW N On the Select Site Collection screen select the site collection to connect to and click OK You can use URL Search to filter the site collections list 5 TheURLofthe site collection you selected will be inserted into the Site Address field of the SharePoint Connection Wizard Navigator View The Navigator pane shows the connected SharePoint sites and allows you to browse the site hierarchy and site content in a tree view SharePoint objects displayed in Navigator area are limited to sites sub sites lists and libraries Figure 6 Navigator Pane Bie Source El 4i Auth 401 mspd i Lists E BU age Customized Reports Lf Site Assets H 4 Site Pages EE Style Library El H subsites n Just a team site SH Workflow Site Double clicking on any of the sites lists or libraries will trigger the application to display the content for that object In addition a set of actions is available from right click menus on sites lists and libraries Contents Area The Contents area displays the actual data inside a list or library In addition to viewing list content the user can copy list items or documents from this pane Figure 7 Contents Area Progress Contents EI a Fie 0 Just a team site gt Shared Documents Views All Documents Name Type Modified Modified By 4ApprovelT Original URL TestShare Folder 2012 06
72. mss2010 corp spb qsft sites auth401 pub_ Site URL http mss2010 corp spb qsft sites auth401 tear x List Library List Library if Copy from Left to Right Copy from Right to Left Legend a F Publishing Site in J Column Groups id Column Groups b Content Types Content Types 4 i Lists TP Lists gt M List Announcements I List Announcements gt I List Calendar I List Calendar List Content and Structure Reports A List Customized Reports m List Documents List Form Templates gt I List Links OI List Links gt List Master Page Gallery ill List Master Page Gallery I List Reusable Content b I List Shared Documents i List Shared Documents List Site Assets I List Site Collection Documents List Style Library b M List Tasks i List Tasks I List Team Discussion 0 List Team Discussion List Workflow Tasks 4 Permissions f Permissions CORP abbott Design 8 Poncho Design ER QuestDrive Owners Full Control EQ Publishing Site Owners Full Control fR Publishina Site Visitors Read A O a a 6 Select the object you want to copy and press Copy from Left to Right or Copy from Right to Left to initiate the copy Dell Migration Solutions for SharePoint 4 6 User Guide 32 Scheduled Migrations Project Mode In addition to interactive migrations described in the previo
73. n be enabled using a checkbox on the Help tab of the ribbon O NOTE Debug Mode should not be enabled by default as it collects a great deal of information and subsequently slows down the application Remember to turn off Debug Mode after collecting extended logs The application contains a special utility for collecting and compressing system and user logs into a single zip file To collect the logs follow this procedure 1 Click Log Manager on the Help tab of the ribbon 2 Click the i button and select the location and file name for the zip file 3 Click Save Logs or Save Environment which collects additional data about your environment 4 Send the zip file to Dell Support along with screenshots Appendix E Troubleshooting After the tool is installed and started for the first time a new directory is created that will store user specific information related to the application By default this workspace will be created in the user s home directory In Windows Vista and higher the default workspace location is C Users username DellMS If you updated the tool from the previous version the default workspace location is C Users username QuestMS For earlier versions of Windows it will be stored in the Documents and Settings directory To change the default workspace location perform the following steps 1 Close the application 2 Create a new folder in your drive e g C DellMS 3 Go to ProgramFiles Dell Migration S
74. n deliberately For better performance include the items you need to be migrated only Advanced Options allow you to overwrite existing files perform incremental copy filter items perform user and template mapping copy e mail alerts and exclude specified web parts from included pages during copy For more information on user and template mapping see User Mapping and Template Mapping respectively For more information on copying e mail alerts see Migrating E mail Alerts For more information on excluding web parts from migration see Excluding Web Parts You can also filter list items and documents based on their metadata by specifying the filtering conditions Figure 11 Filter Fh xe Filter Created At Equal lt Set by SharePoint gt lt Set by SharePoint gt Modified At Equal lt Set by SharePoint gt lt Set by SharePoint gt Size KB Equal G NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A Profile Manager for more information 5 If you chose to migrate promote a site to a new site collection the site copy wizard will prompt you for the Central Administration site URL and the site collection URL and the owner on the Copy Site Properties step Figure 12 Copy Site Properties Screen s Ga Copy Site Properties Central Admin URL http mss2010 corp spb qsft 30000 Tar
75. n the Contents area Select the items you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended destination location or use Copy Paste Migrating Web Parts Migration Solutions for SharePoint support migration of web parts used within a site list or web page To migrate web parts for a site 1 2 3 4 Right click on the site in the Navigator Expand the Objects menu item and select Show WebParts The application will show all web parts for the selected site in the Web Parts tab in the Contents area Select the web parts you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste To migrate web parts for a list Right click on the list in the Navigator Expand the Objects menu item and select Show WebParts The application will show all web parts for the selected list in the Web Parts tab in the Contents area Select the web parts you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste To migrate web parts for a web page 1 2 Double click the list library in Navigator to load its content into the Contents tab Right click on the page and select Show WebParts Figure 23 Show WebParts for a Web Page Progress Contents 3 JA gt Site Pages y Mame Type Modified By Modified lemma blo 23 px f Copy Ctrl C How To Use Thi
76. ng folder copy For more information on user and template mapping see User Mapping and Template Mapping respectively 4 Click Finish to create the target list and copy folder items NOTE The list template will be automatically selected to match the source folder i e a mail folder will be converted to a document library and messages will be saved as MSG files A contacts folder will become a contacts list in SharePoint NOTE Do not close Microsoft Outlook during migration Otherwise migration will fail Copy Individual Items If you need to selectively copy mail items and folders to an existing list in SharePoint perform the following 1 Locate the source folder under Outlook in the Connections pane 2 Double click the folder to load its content into the Contents pane on the right Figure 41 Folder Content Calendars Name Size amp Europe Marketing 4 amp Europe MS SC Scheduling 698 c AIB JASWON WINTERSON DUBLIN FEB 27TH 109519 i Archive Manager 7930 2 ARD ARS Upgrade conversation 7569 Canceled KD SJ Mercer Webex 95743 Ca EMC Mercer Kieron Darley 7th Feb 2005 104402 Cd FW Quest EDS Contacts Liverpool Victoria Project 24258 G IAN EIRCOM HP 10 11 116570 3 IAN WENCAST 2 5 PM 200905 ILIFE 109827 4 Lancashire constabulary 98528 i POC request for HP Tim Matthews 6813 E RE SC Required 11812 A SC Booking Request EDS DCA Tuesday 16th May 83391 gy SC Request 83327 G SC Request Form
77. nly When a custom set of permissions is used to grant access to the source folder the following mapping is used Table 7 Mapping Folder Permissions to SharePoint Permission Levels Folder Permission Level SharePoint Permission Level Can Delete Own Full Control Can Create Items Full Control Can Edit All Contribute Can Create Subfolders Full Control Folder Permission Level SharePoint Permission Level Can Edit Own Contribute Can Read Items Read O NOTE It might be required to use the user mapping feature when migrating folder permissions See User Mapping for Folder Permissions Migration for more information Migrating Files to SharePoint O O ooa KL W N NOTE The application supports migration only of network file shares mapped to the local drives i e the Connections pane does not allow connecting to the shares via a UNC path and displays only local and mapped network drives NOTE Before migrating files to SharePoint you can perform a pre migration assessment of the files to be migrated to identify potential issues with the selected content that would prevent its migration into SharePoint For more information please refer to the Pre Migration Analysis chapter Locate the folder containing the files you want to migrate to SharePoint in the Connections pane and double click it to load the folder contents into the Contents pane Mark the files you want to upload to SharePoint You can select multiple files using CTRL
78. ns b Objects H Site Contents Report csv mee Site Users R TEN a e SERE GF Connections z Copy Promote to New Site Collection b Save the resulting csv file The generated CSV file looks as follows Figure 50 Generated CSV File NT AUTHORITY authenticated users NT AUTHORITY authenticated users kate COOL kate COOL Administrator COOL administrator allessandro COOL allessandro Brad McCarthy COOL bmccarthy BUILTIN administrators BUILTIN administrators CS BHSHARE2010 administrator CS BHSHARE2010 administrator group COOL group NI AUTHORITY LOCAL SERVICE NT AUTHORITY LOCAL SERVICE Richard Schaller COOL rschaller Spencer Pelley COOL spelley Steve COOL steve System Account SHAREPOINT system Trevor Pike COOL tpike useri COOL userl user COOL user NOTE If you migrate to a brand new Site Collection with no users the generated CSV file will contain only the administrator name The CSV file will not contain quotes To workaround this public folder can be migrated twice The first migration will create all users in the site collection Then generate the CSV report containing all users from the migrated Public Folder and use it for the second 2 When creating a migration job turn on the user mapping by checking the Re map Users option in the copy wizard and loading the created CSV file Template Mapping By default the application creates target sites and lists using the same templates as the o
79. nvironment is hosted Office 365 and BPOS refer to the Connecting to SharePoint Online Sites section for detailed configuration instructions f If your SharePoint environment is using Claims Based Authentication please refer to the Claims Based Authentication section for detailed configuration instructions You can store your credentials for frequently accessed sites by using Password Manager For detailed information please refer to the Password Manager section If the SharePoint server you are connecting to is behind a proxy check the Use Proxy option and click Proxy Configuration to enter or verify the proxy settings You can use the Import Settings button to import the proxy server address and port from Internet Explorer 6 Upon loading the site it will be displayed in the Navigator View in the application main window Kerberos Authentication For detailed information on configuring the application to connect to SharePoint sites using Kerberos authentication refer to http communities quest com docs DOC 12844 Connecting to SharePoint Online Sites If your product edition supports Microsoft SharePoint Online Office 365 and BPOS you can connect to SharePoint Online sites with the same SharePoint Connection Wizard What you need to enter in the user prompt depends on the version of your SharePoint Online site Office 365 SharePoint 2010 2013 Enter your Office 365 user name which you normally specify when you log into the s
80. ny of the defined values are used within the full file path Blocked File Extensions SharePoint provides functionality to block specific file types from being uploaded Enabling this option will scan the file share location and identify the content based on the list of defined blocked file extensions NOTE The list of file extensions should be separated by a comma e g exe zip avi mp3 Name Ending String Due to SharePoint restriction file and folder names may not end with any of these defined strings This option highlights files with these incompatible file name endings G NOTE The list of name ending strings should be separated by a comma e g files _ files Dateien _ fichiers e File Size Limitation MB This parameter identifies content that may exceed SharePoint Maximum Upload Limit this option will return items which are Equal Greater Than and Less Than the defined size in megabytes MB e Summary Enabling this option will provide a summary report calculating the total number size and average size of the objects files and folders in the specified Source Location G NOTE The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint original parameters Advan
81. oint Foundation 2010 e Microsoft Office SharePoint Server 2007 e Windows SharePoint Services v3 e SharePoint Portal Server 2003 read only e Windows SharePoint Services v2 read only Supported Object Types The following types of objects can be migrated e Sites lists libraries fields content types content type and column groups e Folders documents including versions document sets pages publishing pages discussion groups wikis and items e E mail alerts e Web parts workflows InfoPath forms e Termsets terms and managed metadata columns e Users groups permission levels permissions and permission inheritance NOTE Migrating back to an earlier version of SharePoint is not supported If you perform this type of migration you do it at your own risk and without any support You can run your migration tasks real time or schedule them for execution at a specific time For real time migrations go to the Quick Mode tab Figure 9 Quick Mode Tab lt a Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode sa Gs CB To Site Copy Paste Copy Site Compare Promote to Site Copy Site Collection Connect Clipboard Delete sites List Library For scheduled migrations select the Project Mode tab Figure 10 Project Mode Tab E Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode E n n ao gS amp a a Cut 5 rs e L
82. oint button to perform pre migration analysis of your SharePoint e the File Share button to perform pre migration analysis of your file system or file share 2 In the appeared dialogue specify the site or file share location from where the pre migration analysis should be run Optionally you may specify the SharePoint location to be used as a destination G NOTE Specifying the target location for SharePoint analysis will provide additional comparative analysis for the site level options NOTE Specifying the target location for file share analysis will provide more accurate estimate for the File Path Length calculation 3 Specify analysis parameters and click Finish A xlsx file that identifies the issues based on the selected analysis parameters is generated Analysis Parameters SharePoint Analysis Parameters In the SharePoint Pre Migration Analysis wizard you can set the following parameters e Analyze Sites Parameters e Analyze Site Templates Site and List Templates used in the source environment must be available in the target if the tool is going to create new sites or lists during the operation To ensure all in use templates are available this option will scan each site and list to identify the template type G NOTE If a target location was specified the analysis will compare the list of used templates in the source with the list of available templates in the target location If a template is marked as Condition 3
83. oint server workflows i e Approval Collect Feedback etc e Declarative SharePoint Designer workflows The application will copy the workflow associations to SharePoint 2007 2010 and 2013 lists which includes the workflow configuration settings NOTE Workflow state in progress workflow instances and history are not retained during migration There are three ways to copy OOB and SharePoint Designer workflows using the application e Include workflows in a site copy e Include workflows in a list library copy e Copy workflows separately Migrating OOB and SharePoint Designer Workflows To migrate workflows as part of site or list copy 1 To copy site level workflows select the Copy Site Workflows option under Site Copy Options in the Site copy wizard 2 Tocopy list level workflows select the Copy Workflows option under List Copy Options in the Site or List copy wizard To copy workflows separately 1 Select the site list library in the site tree and use the Workflows button on the View ribbon Alternatively you can select Objects in the right click menu on the list and click Show Workflows 2 The workflows attached to the site list will be loaded into the right pane 3 Copy paste or drag n drop workflows to a destination list NOTE Out of the box workflows require connections to two SharePoint lists to work properly Both lists need to be specified when you add a workflow to a list library e a Tasks list to store workflow ta
84. on value For example you may have a set of files that share a common project name or number a choice check box or lookup value Yes No or a common user name The left arrow button provides access to directly enter or modify the value of the field The wizard will automatically provide controls corresponding to the type of field being worked on Down Arrow Button pressing this button will generate the Field Value Selection window which is intended to give you more control over tagging The functionality for this window is described below Plus Button Gp this button is only shown for multi valued fields When enabled any new values are appended to existing ones When disabled new values will replace existing ones G NOTE Because the Name field in a Library must have a unique value only the down arrow is enabled This allows the user to change the value of this field by mapping to another normalized field Save Template Load Template many classification operations are done over and over again for different sets of content These buttons allow you to store and recall all the tagging parameters set in this window Field Value Selection Screen Figure 44 Field Value Selection Screen a Field Value Selection Select source for field Name Keep Original values C Set to Empty Value Available Columns Available Values fee Folder 1 in the File Path Dept Budget xls fs Folder 2 in the File Path ae ce Folder 3 in the
85. ones duplicates will be created on the target because SharePoint does not match list items If this option is selected the original list item ID is saved in a hidden column of the target item and then used to match items and copy updated source item over the existing target one the target item will first be removed When you copy documents incrementally selecting this option allows you to avoid creating a new document version Gi NOTE The incremental copy option does not filter unchanged documents automatically It is recommended to apply a filter for the migration task in order to reduce the operation duration Migrating SharePoint Content The following product editions allow you to you consolidate the data in your legacy Exchange public folders file shares and Google Drive to either on premise or hosted SharePoint 2007 2010 2013 Edition On premise SharePoint SharePoint Online Source Target Source Target Migration Suite for SharePoint Migration Manager for SharePoint Supported Sources e Exchange Public Folders Exchange Server 2003 and higher e PST mail archives via Outlook e Windows file servers e Google Apps Drive Supported SharePoint Targets e SharePoint Online Office 365 and BPOS or other hosted SharePoint services e SharePoint Server 2013 e SharePoint Foundation 2013 e SharePoint Server 2010 e SharePoint Foundation 2010 e Microsoft Office SharePoint Server 2007 e Windows SharePoint Servic
86. pdates button on the Help ribbon Figure 54 Check for Updates Option Home View Quick Mode File Manager Public Folders Project Mode Reports Help QR Activation About Profile Manager User Manual Help If there is a new update you will be prompted to apply it FE Debug Mode A Reset Do not Show If you see the following notification close the application and start it as administrator to apply the update Figure 55 Restart the Application Notification Product Update Manager A new update is available Please restart the application to begin the installation Note Windows or Vista users may need to run the application with administrator privileges in order to install the update If no updates are found you will see the following notification Figure 56 No Updates Found Notification gt Product Update Manager Software update check No updates found ne far CharaDaint A L ons for SharePoint 4 6 J Dell Migration Solut 00 Iser Guide User GUIdE Appendix A Profile Manager Many options and choices have been included to enable fine control over specific operations Upon installation the options are pre selected with the most common settings Users always have the option to modify these settings prior to commencing an operation but they are autom
87. py Copy Views Copy Custom Doc Template V Copy Workflows V Copy InfoPath Copy Sharepoint Designer Objects a Generate Script g Schedule Cancel NOTE Check the objects and settings for migration deliberately For better performance include G the items you need to be migrated only For information on migrating out of the box workflows please refer to Migrating Built in Workflows For lists with Content Approval enabled an option is provided to approve reject selected content For more information please refer to Preserving Content Authorship and Approve Reject Status Advanced migration settings allow you to perform incremental copy user and template mapping and exclude specified web parts from included pages during file copy Figure 17 Advanced Options L Incremental copy Last days i i hi Apply Filter Filter C Re Map Users Load Re Map Site and List Templates Load Remove WEB Elements Load For more information on user and template mapping see User Mapping and Template Mapping respectively For more information on excluding web parts from migration see Excluding Web Parts You can also filter list items and documents based on their metadata by specifying the filtering conditions O NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A
88. riginal sites and lists You can override the default mapping by providing your own template mapping file in the CSV format The CSV file should have a mapping for each source site or list template you want to remap CUSTOMSITE 0 STS 0 PORTALCUSTOM SPS 0 OOO deg LOL 10002 T00 The first value in each line is the ID of the original site or list template and the second value selects the desired new template To apply a custom template mapping check the Re map Site and List Templates option in the site or list copy wizard and load the file Figure 52 Re map Site and List Templates Option G Cato tm Copy List Library Specify parameters for list copy Destination Site Name JA URL http mss2010 corp spb qsft sitesfauth401 ja List Name Shared Documents Profiles List Default IT List Copy Options AA Advanced Options Overwrite if file exists Incremental copy Last days Apply Filter Filter Re Map Users Load Remove WEB Elements Load Generate Script Cancel NOTE The application provides the Site and List Templates report that is a good starting point to create your mapping file 5 Right click on the source site and select Reports gt SharePoint Site and List Templates Specify the CSV file to export templates to Repeat 1 2 for the target site Use the generated report files to locate internal templates IDs to put into your custom template m
89. rs NOTE When a user cannot be created in the target environment the application by default will replace that user account with the account of the user executing the operation You may override this behavior by updating the Default User Login field in Help gt Profile Manager gt Global Variables To turn on the user mapping check the Re map Users option in the copy wizard and load a CSV file that maps source users to target users Figure 47 Re map Users Option G o aes Copy List Library Specify parameters for list copy Destination Site Name JA URL http mss2010 corp spb qsft sitesfauth401 ja List Name Shared Documents Profiles List Default TI gt List Copy Options AA Advanced Options E Overwrite if file exists Incremental copy Last days Apply Filter Filter 7 Re Map Users C Re Map Site and List Templates Load I lt t Qa 7 wv D _ Remove WEB Elements Load Fy Generate Script Cancel The CSV file should have a source to target entries for each user and group to map You can also do a wildcard domain mapping as shown below Figure 48 Wildcard Domain Mapping A B ACME EAST ACME WEST ACME EAST akiein ACME WEST amy kiein ACME EAST bwood ACME WEST brian wood ACME EAST bwilson ACME WEST bob wilson ACME EAST cphillips ACME WEST disabled ACME EAST csmith ACME WEST chris smith NOTE The application provides the Si
90. s 6 Reguired PEFNISSIONS ea ea 7 SOUNCS Saber Olt cies ccccnsvecessacaecccsnceecceay I IAT 7 TarSeEShafePo0NC9S cl EENAA EANNA AEREA ETRE 7 EXCMO NOC saiia Raae 7 LEE RR EEE 8 EIIE o a E I E E N aaa 9 PIOGUCLACHVAtIoisssscrizonisizanoneianizoni sdraiata 10 OFFLINE ACHVAbOli ssi iii ira 11 Working with Migration Solutions for SharePoint ccceesccccccccccsccccccccscsccccees 12 ISNT CS Oy IV iaia 12 Connectne UO Snare Pot 12 Kerberos Authentication cccccccccsscccccssccccssscsccssscscesessseessssstcsssscsceseesses 14 Connecting to SharePoint Online Sites cece ce esc cceeccceecccescceeeccesecccsesccsess 14 Claims Based Authentication rc rr rrrrrerrrrerereorerensoriceonesiore socie re nsoriceone 14 Password MANAS OT 2 0224515e5iepeiese teen iesnteesiesciesstereteesienciessteretessiescies siewiessiesc 15 Using Site Collection Discovery cccccescccccccccsccceescceesccceesccesescesescceessceeeccs 15 Navigator VieW sssessesoesceseescssesosscesoeseescecesoesoescesceseecesorsorsoesceseesesceseesoeoe 16 Eo aE Ga sci n tina at tinta 16 COMGE CONE AE Rer tases sean pss ee tessa ea 17 MISEALING SharePoint Content srssissrrrerirss tirassar tiraria inaron TAES rI a ra NOAE NANS 18 AE ELELE SIGS E E A AEN AT E NE A AE ES A AE E T 19 Migrating Site Collections My Sites ssssssesseseseecesesceseseecesesceceseeceeesceceseeo 21 Migrating Lists and Document Libraries sessesessese
91. s and namespace references to be removed Figure 53 Remove WEB Elements Option 4A Advanced Options E Overwrite if file exists Incremental copy 2 Last days E Apply Filter Filter l Re Map Users Load Re Map Site and List Templates Load Remove WEB Elements For example to remove list view web parts from pages during copy they should be specified in a CSV file in the following format Microsoft SharePoint WebPartPages XsltListViewWebPart To remove its namespace reference use the following format Microsoft SharePoint WebPartPages NOTE To see site or list web parts and namespace references right click the required site or list expand the Objects menu item and select Show WebParts All web parts and namespace references will be listed in the Web Parts tab Updating the Application Migration Solutions for SharePoint include an automatic update feature that notifies you about new updates available for the application If you choose to apply the update the update is downloaded and installed automatically O NOTE Windows Vista 7 users may need to start the application as administrators to apply updates O NOTE If you have the application installed on a computer with no Internet access you can download the latest install package from the Dell web site and use it to update the application offline The application checks for available updates at startup but you can also use the Check for U
92. select the APIs sub menu Turn on both Admin SDK and Drive API Select the Credentials menu and then Create an OAuth 2 0 Client ID In the Application type selection select Service Account Click Create Client ID Download and save to a safe location your Private Key p12 This file will be required when setting up the migration After you downloaded the p12 key click Okay I got it which will return you back to the Credentials screen On this screen you should now see the properties of the new Client ID that was just created 11 12 13 14 15 16 1 Copy and Paste the Client ID Email Address and Public key fingerprints values to a text file on your local machine These values will be needed later Open the Google Admin console https admin google com and login with your Google Admin account Click the More Tools option along the bottom and then the Security option On the Security Settings screen select Advanced Settings and then Manage third party OAuth Client access Enter the Client ID from step 11 in the Client Name field Enter the following API scopes as a single comma delimited value https docs google com feeds https www googleapis com auth admin directory group member readonly https www googleapis com auth admin directory group readonly https www googleapis com auth admin directory user readonly https www googleapis com auth drive https www googleapis com auth drive file https www
93. seoesesesesesssosoeo 55 PAU SIS PNO a E ran 55 SharePoint Analysis Parameters L cbr tetrtrrrrrrrer eee e re rece rice cirio re zionento 55 File Share Analysis Parameters cccccccccccsccccccccenscceescccsesccesescesesccsessceeeecs 5 Advanced Migration Features ccccscccccccsccsccccccssccssccsccssccssccscccsccsscosscessesscosss 59 Miaratine ESM ACTS pria et 59 MISFALINS WOrKHOWS csrl ninni 60 Migrating OOB and SharePoint Designer Workflows csccccecccceccceeccceececeeees 61 Migrating SharePoint Designer Objects ccc cece ccc cece ce eeecceeeeceeeeceeneceeeeeceeeeceeees 61 Miorating Term store Dalla 2 6c0tceesceesctcsmeessiesnteswecn tess ieseaereee sete hae eeereesodesseases 62 Migrating Managed Metadata COlUMns csecccescccceccccescccencecceesccesccceeeseeeues 62 User Group Mapping lt a cesncoctceetccntinsdetensetecenatecadineiweneuesecnstenetaesuanstecoetuaseneeeasses 62 User Mapping for Folder Permissions Migration cccceccccecccceececeececeeececeeees 64 TEMP ALG Wap PING erres r Ea E N E ERE EE OE EEEE ET EEEE RNE 65 Excl ding Wep Parts from MISiAUlON sntesnsceniewsteseierndcewiaesieseioredcentastiesstereieestaadeweds 66 Updating the APPlicatioh arr aN a aa 68 Appendix A Profile Manager sescesesecececsecececececsesececececsecececececsececececeeseseceo 69 Appendix B CSV Based Migrations rar 71 CISU ANA alii te senaen teecectiesebasusetuanens 71 Copying Uploa
94. sescesescesescecesesceceseeceeesceceseeo 22 po ake Col E e Dain aa aa i E E 23 PIU EE CODY arrr a SE ri 24 Migrating Individual Items Documents s sesessesessesesescesescesesescesesceceseeceseseeceseeo 25 mMPace COnNenNe Tagon erreren E A R 26 Migrating Site Objects and Permissions sesessecesesceceseeceoeececeseececeeseceoeececseeeo 27 Moraime LC ODICC Scicli A testes sieeusessieee teens 28 MigratinS Web PariS errereen nner A aaa 28 Repeating Migration for Failed Objects ssesssesseseseesesesceseseecesesoeecseecesesceeeseee 29 SINS Se CO AS aliante rara 29 Scheduled Migrations Project Mode cece cee ccc cecccceneeceeeeceeneeeeeeeceeesceeeeeeseeecees 33 Foaie SOD 21c0cnessatoeen saeco E ene eceeuieeccene ines 33 RUPNINS JOSE ero es ee naan eoeee 34 Tracking Job History es cixsccencenccccscindedencennsenasdutedwacstecaesendedenesedermatintadeseastews 35 Viewing Modifying Job PropertieS ssesssesseseseesesescseseseecescesceecseecesescoeceseee 36 MENEM ALM 2243520 cceessenccere A se 37 Incremental Migrations in Project Mode sssssssessesescessseecescsceseseecesesesesseee 37 Incremental Migrations in Quick Mode sssessesssessesescesesescesesceceseecesesesesseeo 40 Migrating SharePoint Content esesecesecsecececececeesececececeesececececeecececececceceseceo 41 Migrating Exchange Data to SharePoint sssesesessesesescesescecescecescscecesesceseseeceseeo 42 O EN
95. site trgtlist Shared Documents srcuser user gmail com srcpass password trgtuser DOMAIN user trgtpass password overwritebehavior add version copyhistory overwrite log output xml QuestDM exe cmd googleExport trgtResourceld folder 0B5t8t1lUBKntoNDIINGEyNDctNTZjJOCOOMDJKLTIAM2YtYzk3ZGE1ZWJkNThh srcsite http host site srclist Shared Documents srcfolder Documents trgtuser user gmail com trgtpass password srcuser DOMAIN user srcpass password overwritebehavior add version copyhistory overwrite log output xml QuestDM exe help noSplash log output log Appendix D Troubleshooting When something is not working as expected in the application the Dell Support team may request some information from you to help resolve the issue e Screenshots it is almost always easier to diagnose issues and collect information using pictures Please try to send several screenshots with relevant data along with other logs e Log files the application creates two types of logs user logs and systems logs e User logs are generated for most operations and are displayed in the Log Viewer All or specific items in the log can be selected and saved on your computer for later use e System logs are generated behind the scenes and contain internal information that is intended for the engineering team Besides the standard logging there is also a Debug Mode logging procedure that collects significantly more information Debug Mode ca
96. sks e a History list to log workflow activities When you migrate an entire SharePoint site with workflows those dependencies are copied automatically and workflows are properly configured on the target However if you do a list level copy or migrate a workflow separately these two lists are not migrated automatically so you need to make sure they are copied first Note that the standard Workflow History list is hidden by default Toggle Hidden Lists in the right click menu of the Lists container to see it Migrating SharePoint Designer Objects Migration Solutions for SharePoint support migration of SharePoint Designer file objects custom web pages list forms images style sheets etc There are three ways to copy SharePoint Designer objects using the application e Include SharePoint Designer objects in a site copy e Include SharePoint Designer objects in a list library copy e Copy SharePoint Designer objects separately To copy SharePoint Designer objects as part of site copy turn on the Copy SharePoint Designer Objects option in the Copy Site section of Profile Manager To include list level SharePoint Designer objects into site copy turn on the same option in the Copy List section of Profile Manager To copy SharePoint Designer objects as part of list copy turn on the Copy SharePoint Designer Objects option in the Copy List section of Profile Manager O NOTE Profile Manager is available from the Help ribbon See Append
97. ss tab in the Content area of the application You can proceed with another copy task 6 When copying is completed a notification window is displayed 7 Click View Log to view the copy log and verify items in the log Migrating Lists and Document Libraries You can migrate one or more lists libraries between two SharePoint sites including content versions permissions etc The List Copy wizard offers various copy options so that you can select what list settings and content you want to copy Single List Copy 1 Select the source list in the Navigator pane 2 Drag your selection onto the desired target site or use Copy Paste to start the List Copy Wizard G NOTE You can also start the List Copy wizard by clicking the Copy List action in the ribbon 3 On the Copy List Library step you can change the list name and choose from a number of available list copy options i e what objects and settings are included in the copy Use the built in help buttons to get more information about specific options NOTE Changing the list name will change the list URL Figure 16 Copy List Library Screen Copy List Library Specify parameters for list copy Destination Site z Name Nuts bolts URL http mss2010 corp spb qsft sites auth401 nutsbolts List Name Team Discussion Profiles List Default v W V Copy content types v Copy Content v Copy Content Permissions V Copy List Permissions _ Deferred Group Co
98. ss20 10 corp spb qsft sites auth40 1 justteam Shared Documents BMW doc size 556675 O ItemCopy 27 Apr 2012 08 35 27 GMT http mss2010 corp spb qsft sites auth401 justteam Shared Documents CGI Insurance Business Services doc size O Copy 27 Apr 2012 08 35 29 GMT Copy Permissions for List Library Shared Documents gt kal save kal Save as Coy g Load amp History Reprocess Failed Items Close Double click on a log item to view more details Viewing Modifying Job Properties You can view and modify properties of a migration job at any time 1 2 Select the job in the Jobs tab Click Details in the Job section of the ribbon The job settings will be displayed on the Details pane Figure 37 Details Pane Type Status Last Run Next Run gt ak Exchange Group Activity Mon Aug OL gt Gi Files Group Activity Mon Aug 01 Library copy List Copy rA me a aream rr me inm mmaa Details 3 List Copy Library copy Property Name Property value Library copy Description Include Pre Post Job Difference Report E Override Sub Job Report Settings E Scheduled Mon Sep 05 00 00 00 MSD 2011 _ Object Name Shared Documents Source Site http kspl0 e Target Site http ksp10 test1 l Additional Properties 4 Make changes to the job settings if needed Mon Sep 05 00 00 00 MSD 2011 URL http ksp10 Share Site copy Site Copy URL http kspl0 root _ F 5
99. ssword Table 14 Common Parameters Parameter srcsite url srclist name trgtsite url trgtlist name log file noSplash proxy host port Table 15 Connection Parameters Parameter srcuser user srcpass password srcepass password srcdomain domain srchost host srcport port srcuseproxy trgtuser name trgtpass password trgtepass password trgtdomain domain trgthost host trgtport port trguseproxy Table 16 Copylist Parameters Parameter donotcopycontenttypes copylistcontent copylisthistory Description Executes a command e copylist copies a list e copysite copies a site e copyitems copies items documents e copyltemsUsingCSV copies items using CSV file e checkcreds checks source credentials Prints encrypted password Description Source site URL Source list name Target site URL Target list name Output file that captures results of all activities Suppresses splash screen Sets proxy configuration user pass host port or host port Description Source site user name Source site password Source site encrypted password Source site domain Source site host Source site port Use proxy to source site Target site user name Target site password Target site encrypted password Target site domain Target site host Target site port Use proxy to target site Description Do not copy list content types Copy list content Copy version h
100. stDM cmd importfiles path Y Mary Kay doc trgtsite http mss2010 corp spb qsft sites qdmve trgt QuestDM cmd importfiles path Y Miami Dade County Public Schools doc trgtsite http mss2010 corp QuestDM cmd importfiles path Monsanto Company doc trgtsite http mss2010 corp spb qsft sites QuestDM cmd importfiles path V MTV doc trgtsite http mss2010 corp spb qsft sites qdrive trgtlist QuestDM cmd importfiles path Y Parks Canada Agency mht trgtsite http mss2010 corp spb qstt sites QuestDM cmd importfiles path Sheppard Mullin Richter and Hampton doc trgtsite http mss2010 c QuestDM cmd importfiles path Statoil pdf trgtsite http mss2010 corp spb qsft sites qdmive trgtlist QuestDM cmd importfiles path TUV NORD Group doc trgtsite http mess2010 corp spb qstt sites qd QuestDM cmd importfiles path Y Victoria Department of Education and Training doc trgtsite http m 4 FEE To execute the command shown above copy them to a command line batch file or PowerShell script Note Quest Solutions for SharePoint product must be installed on the computer where the commands wi Ba Copy to Clipboard You can also use the following reference to construct your own command lines or make changes to the automatically generated scripts Table 13 General Syntax Command Description QuestDM exe help Prints command line help Command QuestDM exe cmd command QuestDM exe encrypt pa
101. t modified date to identify differences in content that exists in both sites lists and libraries Normally the comparison is limited to identifying differences in content that exists in one site but not the other e Include Item Level Permissions The differences in Permissions Item Level between the selected sites or lists will be analyzed as part of the compare e User Mapping This option will allow you to map users between different domains or to change the user account in the target environment during copy Figure 27 Quick Compare Options Quick Compare Properties O Use enhanced content compare C Include Item Level Permissions E User Mapping Load Cancel G NOTE Depending on the amount of site content the compare process may be time consuming c Load Compare Report This option allows you to select a completed Full Compare report and display its results in the viewer G NOTE This option uses the csv report created during Full Compare and ensures that the differences found still exist between the two sites It has a performance advantage as the differences are pre identified If the differences have been resolved or new differences created within SharePoint between the time of the report s creation and it s loading the differences will no longer be displayed 5 Expand object group nodes to see the difference between sites lists Figure 28 Site Compare Screen x Site URL http
102. te copysubsites copypermissions copywebparts copycollectionfeatures copyfeatures copycontenttypes copylists copylistcontent copylisthistory copylistpermissions copylistviews copylisttemplates usermapping path file csv templatemapping path file csv log output log QuestDM exe cmd copyitems srcsite http host site srclist DocLib trgtsite http host site2 trgtlist DocLib2 trgtfolder folderl mapping D Temp template mvmap filter FileLeafRef jpg Modified gt 2010 01 01 Modified x0020 By DOMAIN user usermapping path file csv log output log QuestDM exe cmd copyitems srcsite http host sites TeamWithPub srclist Shared Documents trgtsite http host sites TeamWithPub trgtlist Shared Documentsl srcuser DOMAIN user srcepass password trgtuser DOMAIN user trgtepass password overwritebehavior dont copy filter FileDirRef sites TeamWithPub Shared Documents 1 log D Folders loutput xmlQuestDM exe cmd importfiles path C Temp filel doc trgtsite http host site2 trgtlist DocLib2 mapping D Temp template mvmap usermapping path file csv log output log QuestDM exe cmd copyworkflows srcsite http host site srcuser account srcepass password trgtsite http host site2 trgtuser account trgtepass password includesubsites includelists usermapping path file csv QuestDM exe cmd googleImport srcResourceld folder 0B5t8t1lUBKntoNDIINGEyNDctNTZjOCOOMDJKLTIAM2YtYzZk3ZGE1ZWJkNThh trgtsite http host
103. te Users report that is a good starting point to create your mapping file 1 Right click on the source site and select Reports gt Site Users Report csv 2 Specify the CSV file to export site users to 3 When export completes click Open CSV 4 Map each source user to a target user account User Mapping for Folder Permissions Migration When migrating folder permissions the target list might have no permissions assigned This happens because the tool creates permissions using the user display name and then compares and deletes users without permissions on the Public Folder using domain user You can use the user mapping feature to override this behavior The mapping file will map the user display name to his her down level logon name domain UserName The file entry should look as follows User Name Domain UserName O NOTE If a user display name contains a comma it should be surrounded by quotes e g Smith Steve domain Ssteve The CSV file will not contain quotes Perform the following 1 Generate the Site Users report that will be used as the mapping file a Right click on the source site and select Reports gt Site Users Report csv Figure 49 Reports Menu TC roca oma No operations to display at this time E E PFPermissions AS target EAA SUPP Og ie i i Lie COpY Ctrl C Connect to Site fe Refresh Ss View In Browser Save site to XML Use CSV to x Permissio
104. te iteris from Source J Include sub folders E Overwrite if file exists Incremental copy Last days Copy Permissions Deferred Group Copy Remove Folder Structure Defer Required Fields Apply Filter Re Map Users Remove WEB Elements Fy Generate Script O NOTE The Create CSV File for Uploading Tagging or Copying Files option is available in the following copy wizards Item Copy Wizard for lists and public folders and File Copy Wizard Dell Migration Solutions for SharePoint 4 6 User Guide 71 Specify the location name of the CSV file in the File Location window and click Create For more information please refer to the CSV Format for File Upload to SharePoint CSV Format for SharePoint to SharePoint Copy or CSV Format for E Mail and Public Folder Objects Copy section below NOTE You can change the separator used in the CSV to a semicolon in the Global Variables section of Profile Manager See Appendix A Profile Manager for more information Once you finish working with your CSV file you can copy upload items Copying Uploading Items Using a CSV File To copy upload items using a CSV file Right click on the target list or document library in the Navigator expand the Use CSV to menu item and select Upload Copy Content Figure 60 Upload Copy Content Option Migration Suite for SharePoint melo Eam Home View Quick Mode File Manager Google Public Fol
105. ted with a master password When you start a migration you will be prompted for your credentials To launch Password Manager click the icon In the Password Manager window specify the master password confirm it and then click OK Figure 5 Password Manager Password Manager B Enter master password After you enter your credentials in the Connect to SharePoint window click the password manager icon again and then click Connect Your credentials will be successfully stored During the next launch of the tool when connecting to your site you can click the Password Manager icon enter your master password and your credentials will be entered for you If you do not want Password Manager to store your credentials or you want to remove them from Password Manager click the icon This icon will be displayed if you have logged into password manager correctly and have previously stored your credentials Using Site Collection Discovery You can connect to a site collection by entering the site collection URL in the Site Address field of the SharePoint Connection Wizard as described above Alternatively use the site collection discovery feature as described below 1 In the SharePoint Connection Wizard click Discover Site Collections NOTE Site collection discovery does not support SharePoint 2003 In the Select Web Application window enter the Central Administration site URL and click Connect Select a web application fro
106. tent Approval enabled an option is provided to approve reject selected content For more information please refer to Preserving Content Authorship and Approve Reject Status Advanced migration settings allow you to perform user and template mapping during file copy For more information on user and template mapping see User Mapping and Template Mapping respectively You can also exclude specified web parts during file copy For more information see Excluding Web Parts 5 On the Summary screen click Finish to start the lists copy Migrating Individual Items Documents With Dell SharePoint migration tools you can granularly copy list items and documents between SharePoint lists During the item copy you can control how item metadata is mapped to the target list remap columns or tag the migrated items with arbitrary values 1 Double click the source list library in Navigator to load its content into the Contents tab 2 Select the items you want use CTRL or SHIFT to mark multiple items to copy and use either of the following options a Drag them to the target list b Copy to buffer CTRL C and paste CTRL V to the target list c Use the Copy To command on the ribbon 3 In the Item Copy Wizard confirm the target location 4 On the Properties screen review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping Figure 19 Properties Screen
107. uite for SharePoint dell configuration and open the config ini file for editing Gi NOTE Please note 1 This folder is hidden so you may need to show hidden files folders in Folder Options 2 Use WordPad to open the file 3 You may need to start WordPad using the Run as Administrator option to overcome Windows security settings 4 Edit the last line of this file Change osgi instance area default user home DellMS to osgi instance area default c DellMS note that the forward slash is used instead of back slash 5 Save and close config ini 6 Start the application The workspace stores the following data e License Information e The project directories that are displayed in the Navigator pane which includes the cache of the site structure e Log files metadata e Temporary connection properties used by the tool e Project Mode jobs e Various settings and filters used throughout the application interface The following types of logging information are stored within the workspace 1 Quick Mode logs these logs are displayed after a Migration Manager operation is complete They are stored as xml files and located in the appLog directory 2 Project Mode logs these logs are located in the activityDataStore directory and stored as xml The history and activity xml files related to the jobs are stored in this location 3 Debug logs these logs are created when the Debug Mode is activated The log bak_0 log etc contain th
108. us sections you can define unattended migration jobs to run at specific times and in specific order To create a scheduled migration job go to the Project Mode tab O The defined migration jobs are displayed on the Jobs tab of the Contents area NOTE The application must be running to execute scheduled migration jobs Figure 29 Jobs Tab Contents A Jobs eg Job Type Status Last Run Next Run Source Frorn eal Exchange Group Activit Mon Aug 01 ail Files Group Activity Mon Aug 01 Library copy List Copy Mon Sep 05 00 00 00 MSD 2011 URL http kspl0 Shared C Site copy Site Copy URL http kspl0 root Off aii Documents copy Group Activity Fri Aug 05 13 45 40 MSD 2011 E II i ud t Creating Jobs 1 Switch to the Project Mode tab in the ribbon 2 Drag and drop or copy paste the objects to be migrated to the intended target location in the Navigator 3 The New Job Wizard starts and prompts you to enter the job name and optional description Figure 30 New Job Wizard ioixi New job definition Enter information about this job Finish Cancel 4 To set a schedule for the job expand the Scheduling section and click Schedule to open the Scheduled Task Wizard Figure 31 Scheduled Task Screen _ DIx ocheduled Task Specify repeats for this job Title Sample Job Back Finish Cancel 5 When you complete the wizard the schedule you d
109. when you migrate data to a new SharePoint list You can adjust the metadata mapping and classify tag migrated items when you migrate to an existing list or document library You can also classify tag SharePoint items and documents in place This section describes the Properties screen that is displayed when you e Migrate individual SharePoint items to an existing SharePoint list Refer to Migrating Individual Items Documents e Migrate individual Exchange items to an existing SharePoint list Refer to Copy Individual Items e Migrate files to an existing SharePoint document library Refer to Migrating Files to SharePoint e Tag items in a SharePoint list Refer to In Place Content Tagging Data Analysis Mode The application can optionally analyze the source items metadata to allow selecting from the existing values to be assigned rather than manually entering the value which reduces error risk To enable Data Analysis Mode 1 Double click on any SharePoint list to open the Contents tab 2 Click Turn ON Data Analysis at the top of the tab NOTE Data Analysis Mode may slow down the application depending on the number of selected items Disable Data Analysis mode if you no longer need it To disable Data Analysis Mode 3 Double click on any SharePoint list to open the Contents tab 4 Click Turn OFF Data Analysis amp at the top of the tab Properties Screen This screen is used to tag the selected list of items
110. ws 7 Windows 8 Windows Server 2003 Windows Server 2008 Windows Server 2008 R2 Windows Server 2012 32 bit or 64 bit e Outlook 2007 or 2010 with a configured profile to connect to Exchange public folders Exchange Server 2003 and higher NOTE Both Microsoft Outlook and Migration Solutions for SharePoint must be the same bit version Migration Solutions for SharePoint 64 bit will fail to work with 32 bit version of Outlook and vice versa Regardless of which product you select the same installer is used To install the product perform the following 1 Extract the contents of the download package to a folder on your computer Run DellMsSetup exe or DellMsSetup64 exe depending on your operating system Accept the Dell Software license agreement 2 3 4 Specify the installation folder 5 Wait for the setup wizard to install Migration Solutions on your computer 6 Click Finish to complete the setup Product Activation Each of the Migration Solutions for SharePoint needs activation before you can use the product on your computer Your license will enable the particular product edition you own 1 When you start the application the first time the Registration window is shown prompting to activate the installation Figure 1 Registration Window Ch Registration Activation Status Your Activation Code Activate Automatically Activate Manually if Automatic Activation is not available Complete Activation Configur

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