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Quest Migration Solutions for SharePoint 4.5 - User Guide

1. Apply Filter CF Create CSY File for Uploading Tagging or Copying Files jo Q You cannot migrate folder permissions if the Remove Folder Structure option is selected for the migration job 91 Quest Migration Solutions for SharePoint 4 5 User Guide The application maps NTFS permissions to SharePoint permission levels as follows NTFS FOLDER PERMISSION LEVEL SHAREPOINT PERMISSION LEVEL Full Control Full Control Modify Contribute Read Read Write Contribute List Folder Content Read Read and Execute Read You can use the user mapping feature when migrating folder permissions See User Mapping for more information 92 Quest Migration Solutions for SharePoint 4 5 User Guide 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 ts re New job definition Enter information about this job Job Name Job Description Schedule 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 Contents Jobs m Job Type Status Last Run Next Run Source From Targ af Exchange Group Activity Mon Aug 01 19 Exchange RE Progress Energy Item Copy Mon Aug 01 19 URL C Program Files Quest URL Exc
2. 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 user and template mapping during file copy 38 Quest Migration Solutions for SharePoint 4 5 User Guide al Advanced Options F Incremental copy Last Apply Filter Fj F Re Map Users i i Re Map Site and List Templates For more information on user and template mapping see User Mapping and Template Mapping respectively 39 You can also filter list items and documents based on their metadata by specifying the Quest Migration Solutions for SharePoint 4 5 User Guide filtering conditions gt Filter v Title Complete Assigned To Content Type Created Description Due Date ID Modified Predecessors Priority Stark Date Status Save Filter Load Filter The application includes a convenient tool to manage list copy settings using predefined profiles See Appendix Profile Manager for more information o y Equal ba Contains w lt Empty gt w ma Eye ass Than o lt Empty Date gt Contains Ww Equal m C lt Empty Date gt SSeS lt Empty Date gt Less Than d lt Empty Date gt Contains w lt Empty gt v Equal te E ss Equal F lt Empty Date gt na ET 4
3. 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 If left blank the default version level will be used during import Specifies the comment that will be used when importing items CSV Format for E Mail and Public Folder Objects Copy COLUMN NAME Item Name Outlook Path Entry ID Target SharePoint Site Target SharePoint List SharePoint File Name Content Type DESCRIPTION Generally this is the subject of the e mail 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 i
4. 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 different 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 123 COLUMN NAME Custom Fields Created At CSV ID Col Modified At Created By Modified By Mark Version Version Comment Quest Migration Solutions for SharePoint 4 5 User Guide DESCRIPTION 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
5. Properties Specify target metadata Senerare schip 46 Quest Migration Solutions for SharePoint 4 5 User Guide 5 Onthe Summary screen you can choose and configure item copy options You can check the Create CSV File for Uploading Tagging or Copying Files to 4 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 Il CSV Based Migration for more information Summary Content total summary Target Content Location Site URL http finss2010 corp spb gsfkisitesfauth401 team List Shared Documents Folder Content Type Document 4 documents will be updated Profiles Them Default d A Advanced Options Create C54 File For Uploading Tagging or Copying files G AA Advanced Options Delete item s From Source Overwrite if File exists CF C Incremental capy Last d Copy Permissions Remove Folder Structure Defer required ie Apply Filter te P Re Map Users DAC je For more information on user mapping see User Mapping 47 Quest Migration Solutions for SharePoint 4 5 User Guide You can also filter list items and documents based on their metadata by specifying the filtering conditions kams BO m enms BO ow eam BO Created Equal Empty Date DocumentCreatedBy contains A S m e e ee E Mail Contains Modified Equal Empty Date gt
6. mss20 10 SharePoint 90 http mss2010 90 SharePoint Central Administration v4 http mss2010 30000 T o e o f s 22 Quest Migration Solutions for SharePoint 4 5 User Guide 4 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 a Select Web Application oj x Select Site Collection Server Url http mss2010 Default sites prod sites pubsite feth c inuhteam gt URL Search search reset cpa wet gt oe cored 5 The URL of the site collection you selected will be inserted into the Site Address field of the SharePoint Connection Wizard 23 Navigator View Quest Migration Solutions for SharePoint 4 5 User Guide 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 H Auth 40 1 mspd Elia Lists BR Bu 5 Contacts a e Customized Reports iy Site Assets H Site Pages E Style Library Sei Subsites gi Just a team site H Publishing Site H A Site B A 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 librarie
7. v htp mss20107 SharePoint 50 32 site collections sO http mss2010 CAM C http mes201Ofmy My Site C http mas201 O mypersonaljoker Demo C http mes201 O sites auth401 Auth 401 C http 4 mes201 Orsites cbt_mard2 Ouest Web Parts for SharePoint CBT htto mss201 O sites cbht_marh Quest Web Parts for SharePoint CBT http mss201O sitescopy10 Auth 401 C http mes201 O sites copp401 Auth 401 CI http mes201 O sites coppd02 Auth 401 C http mss201 O sites copp403 Auth 401 C http mss201 O sites copp405 Auth 401 C http mes201 Orsites copp40E Auth 401 Wer 1 0 1 201203011046 Copyright 2012 Quest Software You can use the generated CSV file as is or edit it to remove unwanted alerts 102 Quest Migration Solutions for SharePoint 4 5 User Guide When your site migration job completes you can view the migration log to check whether the alerts import succeeded or failed lt gt Log Viewer Select All Deselect All Aly View in Browser Source http mss2010 11111 Started 2012 Mar 15 17 15 52 MSE Target http mss2010 corp spb qstt sites qdrive Duration 2 min 59 sec Version 4 1 201203112210 Total Size KB 951292 Operation Site Copy to a New Site Total Items 59 58 0 0 1 T ApplicationUpdate 15 Mar 2012 14 18 25 GMT Copy Views for List Library Form Templates E ApplicationUpdate 15 Mar 2012 14 18 27 GMT Copy Permissions for List Library Links T
8. You are about to copy Target Site Name Demo Ur http moss2007 corp spb qsft sites sink demo Copy Website as a sub site of Demo with the following options Copy content types Copy Lists and Libraries Copy content Copy Versions Copy Content Permissions Copy Permissions Copy Views Copy Workflows Copy InfoPath Copy SubSites Copy site permissions Pons ibe eer 7 Click Finish to start the site copy The copy progress window is displayed Progress tab in the Content area of the application You can proceed with another Q Click Run in Background to hide the window Running tasks are displayed on the copy task Copy Site Job Copy site from http moss2007 corp spb qsft sites dem Estimation Check if target checkout required E Always run in background Copy Site Job Copy site from http mos ttp moss2007 corp spb gstt sites sink Estimation Run in Background Cancel 32 Quest Migration Solutions for SharePoint 4 5 User Guide 8 When copying is completed a notification window is displayed 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 S
9. both dates and author editor are maintained 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 98 Quest Migration Solutions for SharePoint 4 5 User Guide Installing Extension Web Service Perform the following steps 1 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 2 Run Setup exe and follow the steps of the installation wizard 3 Select web applications to deploy the service to Q 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 99 Quest Migration Solutions for SharePoint 4 5 User Guide Advanced Migration Features Migrating E mail Alerts Quest SharePoint migration tools allow you to copy e mail alerts when copying site
10. sroups i Column Groups E Content Types ml Content Types fl Lists amp M List M List E List O List T List List i List N List List E Lists Announcements I List Announcements Calendar mi List Calendar OT List Content and Structure Reports M List Customized Reports DocSets List Documents Form Templates Cil List Form Templates Formulas IS Contacts Links CU List Links Logos C List Reusable Content Shared Documents C List Shared Documents List Site Assets C List Site Collection Documents a Full Compare E Load Compare Report a Quick Compare 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 61 Quest Migration Solutions for SharePoint 4 5 User Guide Scheduled Migrations Project Mode In addition to interactive migrations described in the previous 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 Q The application must be running to execute scheduled migration jobs The defined migration jobs are displayed on the Jobs tab of the Contents area F Contents O Jobs m Job Type Status Last Run Next Run Source From ely Exchange Group Activity Mon Aug O1 a Files Group Activity Mon Aug 01 Library copy
11. Refresh 24 View Contents eS View In Browser Use CSV to Objects Show List views Z E Show workflows a List Contents Reporttcsy bel Show InfoPath Forms oe Show Permissions Show WebParts Show SharePoint Designer Objects 3 The application will show all web parts for the selected site in a 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 The copy function is only available in the product editions that support SharePoint to SharePoint migration 56 Quest Migration Solutions for SharePoint 4 5 User Guide To migrate web parts for a web page 1 Double click the list library in Navigator to load its content into the Contents tab 2 Right click on the page and select Show WebParts Progress Contents 3 Guth 401 gt Site Pages a Type Modified By Modified o Ez Home aspx Sa EE How To Use This Library asp COPY Ctrl C S TestOl aspx x Delete Del cal Tag E Copy Ta C3 New Folder GS Download Content to File System oY Refresh Oper E view In Browser E Show vWwebParts 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 The copy function is only a
12. Select CSV file that contains alerts information This CSV can be obtained by running the Alerts Collector tool on the server To copy alerts you need to supply a CSV file containing alerts information The CSV file can be generated using Quest Alerts Collector utility available in your product download package migrate alerts from previous SharePoint versions to SharePoint 2013 but alerts J Quest Alerts Collector utility is currently not available for SharePoint 2013 You can 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 101 Quest Migration Solutions for SharePoint 4 5 User Guide 4 Select site collections to export alerts from and click OK Alerts Collector BIDII Gue freee ie ELL HT REER WED Specity destination and name of file that wall be created C alerts csv Please select Web Applications or Site Collections for Alerts extraction F C http mes2010 30000 Central Administration 2 site collections i C http mes2010 3333 OWP CET 3333 4 site collections i C http mss2010 11111 SharePoint 11111 1 site collection i C https mes2010 33333 SharePoint 33333 2 site collections
13. 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 lf a user display name contains a comma it should be surrounded by quotes e g Q 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 Site Users Report csv E PFPermissions Ae target EYER Ee Lis 3 Copy Ctrl C By EL p Paste Corl v s H Connect to Site re Refresh S View In Browser Save site to XML No operations to display at this time Use CSV to F Fermissions d Objects b e Contents Reportfcsv Ti sSite Users Report csv v tee pq Impor SharePoint Site and List Templates csv ggExport SA Connections E ki Copy op omote to New Site Collec
14. Template Mapping By default the application creates target sites and lists using the same templates as the Original 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 L000 104 10002 100 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 Ek Copy List Library Specify parameters For list copy Mame Nuts bolts URL htkip iimss2010 corp spb gsftisitestauth40 1 inutsbolts List Mame Shared Documents Profiles List DefFaulk a TL gt List Copy Options HA Advanced Options overwrite if file exists F Incremental copy 7 Last C Apply Filter CZ The application provides the Site and List Templates report that is a good starting point to create your mapping file Q 1 Right click on the source site and select Reports SharePoint Site and List Templates 2 Specify the CSV file to export templates to 3 Repeat 1 2 for the target site 112 Quest Migration Solutions for SharePoint 4 5 User Guide 4 Use the generated report files to locate internal templates IDs to put into your
15. Ttemlimport 20 Feb 2012 12 50 31 GMT MTV doc size 492643 F Ttemlmport 20 Feb 2012 12 50 32 GMT Parks Canada Agency mht size 264 26 E Ttemlmport 20 Feb 2012 12 50 32 GMT Sheppard Mullin Richter and Hampton doc size 587381 ial Ttemlmport 20 Feb 2012 12 50 33 GMT Statoil pdf size 595950 Reprocess Failed Items r se 58 Quest Migration Solutions for SharePoint 4 5 User Guide Using Site Compare The application provides 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 vo Migration Suite for SharePoint fo To Site Copy Faste Home view Quick Mode File Manager Public Folders Project Mode 33 ua Promobe to Site Copy Collection s Site Connect Clipboard Delete Sites i List Library 2 Click on the downward button next to the Site URL fields and select sites to compare 3 Ifyou want to compare specific lists or libraries select them in the corresponding fields below the sites a Site Compare Site URL Select site List Library Parent Site Site Collection URL fe g Attos fw voursharepoint S
16. justteam Shared Documents Br http mss2010 corp spb qsft sites auth401 jjustteam Shared Documents C http mss2010 corp spb qsft sites auth401 justteam Shared Documents M http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents Mi http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents St 16 Quest Migration Solutions for SharePoint 4 5 User Guide Connecting to SharePoint Connecting a SharePoint site enables you to copy paste or drag and drop content to and from the site lt is generally more convenient to have sites connected and displayed in the Q Navigator you can also run migrations by entering site URLs directly into the copy wizards without connecting to them first To connect to a site 1 Click the Connect To Site button on the Home ribbon 2 Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders 4 wy Import hy J ep Export iiia Copy Paste Select All E EEEREN Connect Clipboard Delete Project 2 Inthe connection window enter the name for the connection and the site URL i B x SharePoint Connection Wizard Ioj x SharePoint Connection Wizard Please type SharePoint Site connection information Project Name Source Site Address htto mss2010 corp spb qsft sites auth40 1fustteam Or Discover Site Collections Central Admin is required to view and select existing site collections
17. size QE Ea BOC N Subject kam Tiie em BO ce te Q The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix Profile Manager for more information 6 Click Finish to start copying items 48 Quest Migration Solutions for SharePoint 4 5 User Guide 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 1 Goto the Quick Mode tab of the ribbon 2 2 Migration Suite for SharePoint Quick Mode x Delete Home View es To Site Copy Connect Clipboard gt Navigator H Site Pages 4 Style Library H P Kanexaape HS Kanenaapp 2 g Subsites B fa http mss2010 corp a i Lists e Announcemer aS Calendar E Links E L Shared Docun 4 A Tasks H Team Discussi a Subsites fa Just a team site ip Lists e Announcemer a e Calendar wE Class 1 DocSets E E Form Templat E mi Formulas 83 IS Contacts E Links hal Logos a H Tasks i Team Discussi HS wF g Subsites H E Nuts amp bolts E ea lt Shared Documents Hl amp A E progress File Manager Public Folders Project Mode a C g Copy Site Compare Promote to Site Site ollection Sites List Library Contents 3 Just a team site gt Shared Documents Type Folder Do
18. trgtsite http mss2010 corp spb gstt sites QuestDM cmd importfiles path Getronics doc trgtsite http mss2010 corp spb qstt sites qdrive trgt QuestDM cmd importtiles path Mary Kay doc trgtsite http rmss2010 corp spb qstt sites qdrive trgt QuestDM cmd importtiles path Miarmi Dade County Public Schools doc trgtsite http rmss2010 corp QuestDM cmd importtiles path Monsanto Company doc trgtsite http mss2010 corp spb qstt sites QuestDM cmd importfiles path MTV doc trgtsite http mss2010 corp spb gstt sites qdrive trgtlist QuestDM cmd importfiles path Parks Canada Agency mht trgtsite http mss2010 corp spb qstt site 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 qdrive trgtlist QuestDM cmd tmportfiles path Y TUV NORD Group doc trgtsrte http mss2010 corp spb qstt sites qd QuestDM cmd tmportfiles path Victoria Department of Education and Training doc trgtsite http m 4 nm 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 Eh Copy to Clipboard 126 Quest Migration Solutions for SharePoint 4 5 User Guide You can also use the following reference to construct your own command lin
19. 000 23 Apr 2012 08 55 04 GMT http mss2010 corp spb gsft sites auth40 1 sitea Lists Contacts 3_ 000 23 Apr 2012 08 55 04 GMT http mss2010 corp spb qsft sites auth40 1 sitea Lists Contacts 4_ 000 23 Apr 2012 08 55 05 GMT http mss2010 corp spb gsft sites auth40 1 sitea Lists Contacts 5_ 000 23 Apr 2012 08 55 05 GMT http mss2010 corp spb qsft sites auth40 1 sitea Lists Contacts 6_ 000 23 Apr 2012 08 55 05 GMT http mss2010 corp spb qsft sites auth40 1 sitea Lists Contacts 7_ 000 Reprocess Failed Items Close 41 Quest Migration Solutions for SharePoint 4 5 User Guide 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 Q You can also start the List Copy wizard by clicking the Copy List action in the ribbon 3 Check the lists to copy on the Copy Lists Libraries step Copy Lists Libraries Select items to update in the target site si E Akio mss2010 corp spb qsftisiteslaukth40ijteami fw class MJ DocSets M Form Templates 42 Quest Migration Solutions for SharePoint 4 5 User Guide 4 Onthe 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 Bes Copy List Library Sp
20. ApplicationUpdate 15 Mar 2012 14 18 27 GMT Copy Permissions for List Library Team Discussion ne ApplicationUpdate 15 Mar 2012 14 16 27 GMT Delete all List Library items One or more field types are not installed properly Go to the list se T ItemCopy 15 Mar 2012 14 18 28 GMT http mss2010 11111 Lists Announcements 1_000 size 1133 E ApplicationUpdate 15 Mar 2012 14 18 28 GMT Copy Permissions for List Library Announcements E ApplicationUpdate 15 Mar 2012 14 18 29 GMT Copy Permissions for List Library Form Templates E ItemCopy 15 Mar 2012 14 18 39 GMT http rnss2010 11111 Shared Documents SP_TechBrief_Auditing docx size 951292 El ApplicationUpdate 15 Mar 2012 14 18 39 GMT Copy Permissions for List Library Shared Documents AlertCreate 15 Mar 2012 14 18 48 GMT Shared Documents http mss2010 corp spb qsft sites qdrive root Shared Documents AlertCreate 15 Mar 2012 14 18 49 GMT Shared Documents http rmss2010 corp spb qstt sites qdrive root Shared Documents AlertCreate 15 Mar 2012 14 18 49 GMT Announcements http mss2010 corp spb qstt sites qdrive root Announcements AlertCreate 15 Mar 2012 14 18 50 GMT Shared Documents 5P_TechBrief_Auditing docx http mss2010 corp spb qsft sites qdrive root Share _ y Reprocess Failed Items Migrating Workflows Quest Migration Solutions for SharePoint support migration of the following types of workflows e Standard out of the box SharePoint server workflows i
21. Click Finish to start the list copy 5 The copy progress window is displayed 40 Q Quest Migration Solutions for SharePoint 4 5 User Guide Click Run in Background to hide the window Running tasks are displayed on the Progress tab in the Content area of the application Copy Lists Job an Pomme a a 5 ummary FT a2 Log Viewer Select All Deselect All fan WEW in Browser View Details i Statistics Source http mss2010 corp spb gsft sites auth40 1 sitea Contacts Started 2012 Apr 23 12 54 54 MSD Target http mss2010 corp spb qsf Version 4 1 201204222144 Total Items 22 22 0 0 0 ES E List Copy Contacts Of OE O amp Of m oE OE Of OE mj Ou ItemTag ItemTag ItemTag ItemTag ItemTag ItemTag ItemTag led save bed Save as csv OF Load E History Copy 23 Apr 2012 08 54 56 GMT Update List Library Contacts Copy 23 Apr 201 08 55 00 GMT Update pending type Contact in List Library Contacts Copy 23 Apr 2012 08 55 00 GMT Update pending type Folder in List Library Contacts Copy 23 Apr 2012 08 55 01 GMT Copy Views for List Library Contacts O x sites auth40 1 sitea Contacts Duration 19 sec Operation List Copy 23 Apr 2012 08 55 03 GMT http mss2010 corp spb qsft sites auth40 1 sitea Lists Contacts 1_ 000 23 Apr 2012 08 55 04 GMT http mss2010 corp spb osft sites auth40 L sitea Lists Contacts 2_
22. List Copy Mon Sep 05 00 00 00 MSD 2011 URL http ksp10 Shared C amp Site copy Site Copy URL http ksp10 root Off m Documents copy Group Activity Fri Aug 05 15 45 40 MSD 2011 rn 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 O x New job definition Enter information about this job Job Name Sample Job 62 Quest Migration Solutions for SharePoint 4 5 User Guide 4 To seta schedule for the job expand the Scheduling section and click Schedule to open the Scheduled Task Wizard _ 5 x Scheduled Task Specify repeats for this job lt Back Finish Cancel 5 When you complete the wizard the schedule you defined will be displayed in the New Job Wizard D Scheduling Sat Aug 20 16 00 00 MSD 2011 6 The rest of the wizard is identical to add hoc migration mode described in the previous chapters 63 Quest Migration Solutions for SharePoint 4 5 User Guide 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 Select the job in the Jobs tab 2 Click Run in the Action section of the ribbon Public Folders Project Mode R
23. Lists subsites E http mss2010 corp spb qsft B L Just a team site 30 tists f Announcements 5 Calendar E Class L DocSets L Form Templates Formulas 84 15 Contacts Links 44 Logos HER v lt gt SP Connections x a ATIAN E J 3 5 Inch Floppy Disk 4 Se Local Disk C 4 CD Drive D HS CD Drive Es o Outlook F L Shared Documents gt Import Export CF Load from File Project Progress Contents 2s Just a team site gt Shared Documents Name amp TestShare wi Ampacet doc wh Arthur J Gallagher and Co doc W BMW doc wi CGI Insurance Business Services doc wh Mary Kay doc w Miami Dade County Public Schools doc FE Statoil pdf Reports Type Folder Document Document Document Document Document Document Document Help Modified 2012 06 25 04 44 21 PM 2007 05 03 07 56 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 55 00 PM 2007 05 03 07 55 00 PM 2007 05 03 07 55 00 PM Modified By CORP administrator CORP administrator CORP administrator CORP administrator CORP administrator System Account System Account System Account ApprovelT ce oO Views AllDocuments v Original URL http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents Ar http mss2010 corp spb qsft sites auth401 justteam Shared Documents Ar http mss2010 corp spb qsft sites auth401
24. On the Location step confirm or change the target list library Location Specify location and content type Location Select Different Site Site URL List a Generate Script lt Back Finish 80 Quest Migration Solutions for SharePoint 4 5 User Guide 6 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 Properties Specify target metadata Content Type Ew End Time Copy Value From End Time gt Start Time Copy Value From Start Time gt Title Copy Value From Title gt Category Description lt Copy Value From Description gt Location Copy Value From Location gt Created At Copy Value From Created At gt Modified At Copy Value From Modified At gt indicates a required field Save Template Load Template Generate Script 81 Quest Migration Solutions for SharePoint 4 5 User Guide 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 option to import files using a CSV file instead of uploading them immediately See 3 You can choose the Create CSV File for Uploading Tagging or Copying files Appendix Il CSV Based Migration for more information on CSV based file import Ex summary Content tatal summary Target Cont
25. Origina Values C lt Set to Empty values Available Coluenris Available Values oe Folder iin the File Path Depi Budget als fe Folder 2 in the File Path AEE E Folder 3 in the File Path w Folder 4 in the File Path ee Polder 5 in the File Path tee Folder 6 in the File Path ee Polder 7 in the File Path ae Folder 6 in the File Path se Polder 9 in the File Path ee Modified At A Modified By ee Name JER S P Tl Original URL Fi rai _ Show Hidden Fields value wil be copeed from column Name Cancel 96 Quest Migration Solutions for SharePoint 4 5 User Guide 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 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 displayed
26. WINTERSON DUBLIN FEB 27TH 109519 2006 02 21 13 45 00 G Archive Manager 7930 2007 07 18 1458219 G ARD ARS Upgrade conversation 7569 2007 07 18 1501 E Canceled KDS Mercer Webex 95743 2006 02 06 160501 i EMCO Mercer Kieron Darley 7th Feb 2005 104402 2006 02 06 1602 25 cay FW Quest EDS Contacts Liverpool Victoria Project 24253 G IAN EIRCOM HP 10 11 116570 E TAN WENCAST 2 5 PM 200905 ILIFE 109827 G Lancashire constabulary 98528 G POC request for HP Tim Matthews 6813 tay RE SC Required 11812 G SC Booking Request EDS DCA Tuesday 16th May 83391 cy SC Request 83327 G C Request Form Richard Carlin 83586 A SC Required 84522 cay test 4246 Updated KD S Mercer Webex 965 55 gt European Public Holidays Portable Training Units E Pre ProductionJAVA Professional Services E Julie Grosvenor 1081 ga Public Folder Alias Test 7483 Select the items you want to copy in the Contents pane use CTRL and SHIFT to multi select 2006 08 02 17 15 29 2005 07 19 1603 14 2005 09 19 12 49 02 2006 02 25 18 58 19 2095 07 31 14 24 55 306 02 14 12 53 35 2006 05 11 14 55 00 2006 02 08 16 27 71 2006 01 05 14 35 47 2006 02 10 15 32 36 2005 07 01 19 46 41 2006 07 06 1607 30 JOO 09 17 15 32 58 2005 08 27 2308217 Drag the selection or use Copy Paste to the desired SharePoint list library in Navigator 79 Quest Migration Solutions for SharePoint 4 5 User Guide 5 The Item Copy Wizard starts
27. a user cannot be created in the target environment the application by default Q 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 Seis Copy List Library Specify parameters For list copy Name Just a team site URL Arto fimss2010 corp spb gsfksites auth401 fjustteam List Name Shared Documents Profiles List DeFault J TTT t List Copy Options xA Advanced Options C Overwrite if file exists Incremental copy CF Lat Apply Filter F Re Map Site and List Templates z Generate Script Eini 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 ACME EAST ACME WEST ACME EAST aklein ACME WEST amy klein 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 108 Quest Migration Solutions for SharePoint 4 5 User Guide The application provides the Site Users report that is a good starting point to create your mapping file 1 Right click on the source site and select Reports Site Users Report csv Q 2
28. 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 Summary Content total summary Target Content Location Site URL Atta iimnss2010 corp spb gsfkisitesauth401 fjustteam List Shared Documents Folder Content Type Document 11 documents will be updated Profiles _Tkem Default xA Advanced Options Overwrite if file exists je Incremental copy je Last a Ll Copy Permissions je Remove Folder Structure Defer required jo Apply Filter Create CSW File For Uploading Tagging or Copying Files jo 119 Quest Migration Solutions for SharePoint 4 5 User Guide The Create CSV File for Uploading Tagging or Copying Files option is available Q in the following copy wizards e Item Copy Wizard for lists and public folders e File Copy Wizard 2 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 Share
29. 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 125 Quest Migration Solutions for SharePoint 4 5 User Guide Appendix lll 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 SProgramFiles Quest Software Migration Suite for SharePoint quest QuestDM exe The most convenient way to generate the command line is to use the Generate Script button available in most copy wizards Fy Generate Script 4 Note that Generate Script is only available in the Quick Mode lt gt Command line script QuestDM cmd impeortfiles path Arthur J Gallagher and Co doc trgtsite http rmss2010 corp spb gstt QuestDM cmd impeortfiles path YABMW doc trgtsite http rss2010 corp spb qstt sites qdrive trgtlist QuestDM cmd importfiles path CGI Insurance Business Services doc trgtsite http mss2010 corp spb QuestDM cmd importfiles path Del Monte Foods doc trgtsite http mss2010 corp spb gstt sites qdr QuestDM cmd tmportfiles path Enterprise Rent A Car doc
30. anbeduBeas ticles 19 Connecting to SharePoint Online Sites qsari eaea aaa i 19 claims Based AUMNEnNUCAUON arina nn E a ee at 20 FasSwWord MIAN AOC titled E 20 Using Site Collection DISCOVELY 1cccsccccceeccsneecseecseeesseuesssuesssuessusessusesausessusessusesans 22 INEVIGAIOR VC W ieee eat itseec sane en eet sees enrdeern eam anneal ede atone ele ected ie 24 COMMS leer em me ere ea ee ee eee 24 CONNECCION S Aik cls Uapere eterna nner an Rene on cn an an a en nen hon ten ncn en en ee ene ee eC ew nec ore rn 25 Migrating SharePoint Content iscsscinsicscccsessesicceccceiwersctsndecveeeetieecdssensedaasteteweseteasencis 26 Migrating ONE Sesen E EE e ee ee ee eee ee eee eee 27 Migrating Site COleCtiONS MY SHES sisse 33 Migrating Lists and Document Libraries cccccceccsecceeeceeeeeeceeeseeeseeeeeeeeeeeeeseeeeeseeeneees 37 SMIE LIS COV dss ieted cade E EEN 37 Multiple LISTS COV ee eee be or atch cheba tahctahetal ENAA 42 Migrating Individual Items DOCUMENTS ccccccceeceseeeceeeceeeseeeseeecaeeeaeeeseeseeseeeeseeeeeees 44 IN Place Content Tagging ccccccccsecccsececsececeeeeseeceeeesseesseeesseeesseessueessueeseueeseeeeseeeesaees 49 Migrating Site Objects and PermMiSSIONS cccccecccceceseeeeseeeeseeeeseeeeseeeeseeeeseeeeeeeesneees 51 Migrating List OD ECIS aenea ar ae 54 Migrating Web Parts ccccccceeccseceeeeeseeeceeecaeeeseeeseeeseeeeeeeeseeseeeseeseueeeueeseeeseeeseeeseeesaeees 55 Rep
31. between SharePoint locations CSV Format for File Upload to SharePoint COLUMN DESCRIPTION NAME Source File Identifies the physical path to the file that will be uploaded Target Identifies the target site for the file listed in the source file column The field is left SharePoint blank by default but may be specified to upload content into different sites and Site 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 Target Identifies the target list for the import SharePoint List SharePoint Identifies the SharePoint item name that will be used for the import is used File Name to identify folders Content Identifies the SharePoint content type that will be used for the import This Type content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Custom Any custom fields would be listed following the content type These fields must Fields 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 Created At 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 CSV ID Col This is a reserved field utilized for incremental copy functionality Do not enter anything into this fi
32. gt Site Copy Options mi gt List Copy Options 35 Quest Migration Solutions for SharePoint 4 5 User Guide Advanced Options allow you to overwrite existing files perform incremental copy filter items perform user and template mapping and or copy e mail alerts 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 You can also filter list items and documents based on their metadata by specifying the filtering conditions SharePoint objects using predefined profiles See Appendix Profile Manager for Q The application includes a convenient tool to manage copy settings for various 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 Progress tab in the Content area of the application You can proceed with another Q Click Run in Background to hide the window Running tasks are displayed on the copy task 6 When copying is completed a notification window is displayed lt gt Summary Site s copied successfully 7 Click View Log to view the copy log and verify items in the log 36 Quest Migration Solutions for SharePoint 4 5 User Guide Migrating Lists and Document Libraries You can migrate one or more lists libraries between two SharePoint sit
33. log item to view more details 65 Quest Migration Solutions for SharePoint 4 5 User Guide Viewing Modifying Job Properties You can view and modify properties of a migration job at any time 1 Select the job in the Jobs tab 2 Click Details in the Job section of the ribbon 3 The job settings will be displayed on the Details pane Type Last Run gt mk Exchange Group Activity Mon Aug 01 gt mf Files Group Activity Mon Aug 01 Library copy st Copy Mon Sep 05 00 00 00 MSD 2011 URL http ksp10 Share URL http ksp10 root _ e oe ne 2 ee be Se List Copy Library copy Property Name Property value Title Library copy Description Include Pre Post Job Difference Report E Override Sub Job Report Settings F Scheduled Mon Sep 05 00 00 00 MSD 2011 Object Name Shared Documents Source Site http kspl0 ae Target Site http kspL0 testl Additional Properties 4 Make changes to the job settings if needed 5 Click the Save button Sa in the top right corner of the Details pane to save your changes or the Cancel button 63 to discard them 66 Quest Migration Solutions for SharePoint 4 5 User Guide 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 conte
34. lt Include Versions Copy Content Permissions Copy Lisk Permissions Copy views Copy Custom Doc Template Copy Workflows Copy InfoPath Copy Sharepoint Designer Objects Overwrite iF File exists Incremental Copy with Filter From C C C m g L Defer required Reset to 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 The options shown are unique to each operation and are not inherited to higher level Q operations e g changes to item level profiles are not inherited by list or site level profiles 117 Quest Migration Solutions for SharePoint 4 5 User Guide Q Global Variables profile is primarily intended for diagnostic purposes and should not be modified unless advised to do so by Quest Support A profile selection field is available for most core operations and wizards To select an alternate profile use the provided drop down field Copy Site Properties Sike Mame justteam Site Title Just a team site Profiles Site Defaulk t Site Copy Options ai List Copy Options A t Advanced Options r l E t Look and Feel Options Q Note that individual options may still be changed regardless of the selected profile 118 Quest Migration Solutions for SharePoint 4 5 User Guide Appendix Il CSV Based Migration Quest migration tools
35. network passwords in Windows to access remote file shares as a different user SOURCE REQUIRED PERMISSIONS Local File System Read Remote Shared Folders Read NTFS and share permissions Quest Migration Solutions for SharePoint 4 5 User Guide Installation Quest 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 Windows 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 version Migration Solutions for SharePoint 64 bit will fail to work with 32 bit version of g Both Microsoft Outlook and Migration Solutions for SharePoint must be the same bit 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 Quest Migration Solutions for SharePoint 4 5 User Guide 2 Run x86 QuestMsSetup exe or x64 QuesiMsSetup64 exe depending
36. 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 2 Set the Enable browser connect option to True 3 Click Apply 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 Q 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 protected with a master password When you start a migration you will be prompted for your credentials 2 Connect to SharePoint Bx Connecting to http fimnss2010 corp spb gsftisitesfauth401 F Use Proxy Proxy Configuration 20 Quest Migration Solutions for SharePoint 4 5 User Guide To launch Password Manager click the icon In the Password Manager window specify the master password confirm it and then click OK Password Manager Cx Enter master password Cancel After you enter your credentials in
37. 0 corp spb i 24 Quest Migration Solutions for SharePoint 4 5 User Guide 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 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 disks and Outlook 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 T Co HP Connections 2 Me a Local Disk C zy CD Drive Ds a CD Drive E Es CD Drive F See Network Drive U a Network Drive a Network Drrve 2 amp Outlook 25 Quest Migration Solutions for SharePoint 4 5 User Guide Migrating SharePoint Content The following product editio
38. 201z 17 54 02 C New Templates Booki xls size 19472 04 07 2012 17 54 03 C New Templates Copyright doc size 34917 04 07 2012 17 54 03 C New Templates Docl docx size 42299 04 07 2012 17 54 04 0 New Templates Docz htm size 80258 04 07 2012 17 54 05 0 New Templates Overview docx size 1537984 04 07 2012 17 54 07 Chew Templates TEMPLATE htm size 36550 04 07 2012 17 54 08 C New Templates Thumbs db size 7 164 04 07 2012 17 54 11 0 New Templates title Atm size 47403 04 07 2012 17 54 12 C New Templates Update 20100326 htm size 17858 04 07 2012 17 54 12 C New Templates UpdateReadme htm size 20954 90 Quest Migration Solutions for SharePoint 4 5 User Guide 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 4 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 Summary Content tatal summary Target Content Location Site URL http imss2010 corp spb qgsftisitesiauth40i fustbeam List Shared Documents Folder Content Type Document 11 documents will be updated Profiles Item Default Al Advanced Options _ Overwrite if file exists 6 Incremental copy CF Last Cy Remove Folder Structure Jbefer required
39. ALL QUEST 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 TO USE THIS DOCUMENT EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES Quest 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 Quest 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 Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo CA 92656 Email legal quest com Refer to our website www quest com for regional and international office information TRADEMARKS Quest Quest Software and the Quest Software logo are trademarks and registered trademarks of Quest Software Inc in the United States of America and other countries For a complete list of Quest Software s trademarks please see hitp www quest com legal trademark information aspx Other trademarks and registered trademarks are property of their respective owners For More Information Get the latest product information find helpful resources test the product betas and join a discussion with the Quest team and oth
40. 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 Quest Migration Solutions for SharePoint 4 5 User Guide 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 will load the entire sub site hierarchy below the current site along with all their objects Quest Migration Solutions for SharePoint automatically detects the SharePoint authentication mechanism and your client environment Depending on your configuration you may be connected automatically or prompted for your credentials a lf 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 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 Variab
41. Compare Promote to Site Site Home view B OA To Site Copy SY Filter Ss In SharePoint Connect Clipboard Delete Sites List Library Documents Ttems Navigator amp Y A lE progress C Contents 23 m Formulas A 5 84 IS Contacts E E Site Assets Pe Name A S eee wh About doc fH Style Library B Booki xis J a 4 pa Kansnaaph WI Copyright doc a Kanenaapb 2 ea Dot dors 7 subsites op gt i fa http imss2010 corp spb qs E ee PES C New Templates Size Modified At 40448 2008 10 10 14 18 19 24576 2009 01 22 14 20 16 39936 2008 10 10 14 19 00 45296 2010 03 30 16 49 26 78706 2009 01 22 21 23 47 1989161 2009 08 21 11 12 36 34992 2010 11 22 16 40 18 a i Lists 6 Announcements Links 14 Shared Documents w lt gt TEMPLATE htm Thumbs db title htm E Update_20100326 htm E UpdateReadme htm 5632 2012 01 18 16 22 51 45650 2008 12 04 14 00 24 16296 2010 03 26 17 01 44 19396 2010 03 03 18 22 08 a E Connections Ki gt GitProjects 4 HL Help local_txm 4 Migration Manager for SPExtensior gt MSOCache gt My Projects gt New Folder 3 2 new Templates gt OnDemand OnLineHelp PerfLogs H E Profile Program Files L Python26 4 Quest Online HL quest win32 win32 x86 ms offline gt Recovery Manager for SharePoint lt gt 2 Mark the files you want to upload to SharePoint You can sele
42. Incremental Copy box and specify incremental copy time interval Copy List Library Specify parameters For list copy Profiles List Default J A List Copy Options Copy content types Copy Content F Copy Content Permissions Copy Lisk Permissions Deferred Group Copy Copy views F Copy Custom Doc Template CF Ll copy workflows Copy InfoPath F Defer required Incremental copy KF Last 15 days ka 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 4 Note that deletions are not synchronized 72 Quest Migration Solutions for SharePoint 4 5 User Guide 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 List Copy Options or Advanced Options in the copy wizard and specify incremental copy time interval Copy List Library Specify parameters For list copy Profiles List Default g a m List Copy Options Copy content types Copy Content Copy Content Permissions Copy Lisk Permissions Deferred Group Copy Copy views LI Copy Custom Doc Template G L Copy workflows Copy I
43. Point CSV Format for SharePoint to SharePoint Copy or CSV Format for E Mail and Public Folder Objects Copy section below You can change the separator used in the CSV to a semicolon in the Global Variables section of Profile Manager See Appendix Profile Manager for more information 3 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 1 Right click on the target list or document library in the Navigator expand the Use CSV to menu item and select Upload Copy Content 3 Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode Reports Help 5 l X a a a TE z A 5d Oper Filter S5 In SharePoint A y f Haad R New Folder FR Contents 3 To Site Copy Paste Copy Site Compare Promote to Site Copy Select All Tag py T Logs Site nllectior 5 Refresh 5 Connect Clipboard Delete Sites List Library Documents Items View gt Navigator amp Y AJE progress contents 3 oF Pie c0 85 Contacts A Customized Reports Just a team site gt Shared Documents views AllDocuments m Formulas 95 15 Contacts Name Type Modified Modified By ApprovelT Original URL 4 Site Assets amp TestShare Folder 2012 06 25 04 44 21 PM CORP administrator Site Pages wh Ampacet doc Document 2007 05 03 07 56 00 PM CORP administrator http mss2010 corp spb qsft
44. Quest Migration Solutions for SharePoint User Guide Migration Suite for SharePoint v4 5 Migrator for SharePoint Online v4 5 Migration Manager for SharePoint v4 5 Public Folder Migrator for SharePoint v4 5 File Migrator for SharePoint v4 5 E QUEST SOFTWARE 2013 Quest Software Inc ALL RIGHTS RESERVED This document contains proprietary information protected by copyright The software described in this document 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 Quest Software Inc The information in this document is provided in connection with Quest 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 Quest products EXCEPT AS SET FORTH IN QUEST S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT QUEST 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 SH
45. SharePoint 4 5 User Guide To disable Data Analysis Mode 1 Double click on any SharePoint list to open the Contents tab 2 Click Turn OFF Data Analysis E at the top of the tab Properties Screen This screen is used to tag the selected list of items _ jo x Properties Specify target metadata Content Type Document Name lt Copy Value From Name gt 4 i Tite lt Copy Value From Tite gt 4 i Created At Su Value From Created At gt a Modified At 2 t0 SharePoint K Created By lt Copy Value From Created By gt la Modified By Copy Value From Modified By gt a indicates a required field od Ter Generate Script ae 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 Q Keep Original is only available when Data Analysis Mode is disabled 95 Quest Migration Solutions for SharePoint 4 5 User Guide Tagging Classification The wizard provides several
46. Version 4 2 201207012148 Total Size MB 2 08 Total Items 11 11 0 00 Operation Item Import CIE ItemImport CEA TtemImport CIE ttemiImport CIE ItemImport CE ItemImport CE TtemImport CIE Itemimport CIE itemmport CIE ItemImport IE ttemiImport CIE Itemimport 04 07 2012 17 54 02 C New Templatesy bout doc size 35398 04 072012 17 54 02 C New Templates Booki xls size 19472 04 07 2012 17 54 03 C New Templates Copyright doc size 34917 04 07 2012 17 54 03 C New Templates Docl docx size 42299 04 07 2012 17 54 04 0 New Templates Docz htm size 80258 04 07 2012 17 54 05 0 New Templates Overview docx size 1537984 04 07 2012 17 54 07 CiNew Templates TEMPLATE htm size 36550 04 07 2012 17 54 08 C New Templates Thumbs db size 7 184 04 07 2012 17 54 11 C New Templates title Atm size 47403 04 07 2012 17 54 12 C New Templates Update 20100326 htm size 17358 04 07 2012 17 54 12 C New Templates UpdateReadme htm size 20954 132 Quest Migration Solutions for SharePoint 4 5 User Guide 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 can be enabled using a checkbox on the Help tab of the ribbon Horne View Quick Mode File Manager Public Folders Project Mode Reports Help 29 G2 ge Reset Do not Show Activation Abou
47. administrator Connected to Central Admin URL http moss 2007 50000 Web Application Name URL SharePoint 80 http mass 2007 o SharePoint httpy moss2007 3388 SharePoint Central Administration v3 httpy moss200 7 S000 Generate Script lt Back bota Finish Camel 34 Quest Migration Solutions for SharePoint 4 5 User Guide 3 Select the site collections to be migrated G oe pC ial Select Site Collection Server Url harewssilesUUrA Boriiis v URL 2 my J personal anne 1 vi personal joe sites apr4 sites crm sites demo URL Search search reset Check All Uncheck All 3enerate Script lt Back Net gt Finish Cancel 4 Onthe 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 Check the objects and settings for migration deliberately For better performance include the items you need to be migrated only G gt Gels Copy Site Properties Central Admin URL http mss2010 30000 Connect Target Wildcard Path http mss2010 my personal Site Collection Admin CORP administrator Connected to Central Admin URL http mss2010 30000 Profiles Site Default fal
48. ate Mapping respectively For more information on copying e mail alerts see Migrating E mail Alerts 29 Quest Migration Solutions for SharePoint 4 5 User Guide 30 Quest Migration Solutions for SharePoint 4 5 User Guide You can also filter list items and documents based on their metadata by specifying the filtering conditions Filter Created At Equal yg O lt Set by SharePoint C M S lt Set by SharePoint gt Modified at Equal lt Set by SharePoint gt be UE N Set by SharePoint Size KB Equal The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix 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 Copy Site Properties Central Admin URL http mss2010 corpspb qsft30000 Target Site Collection URL http mss2010 corp spb qstt sites newsite 7 Site Collection Admin corp administrator 7 Connected to Central Admin URL http mss2010 corp spb gsf 30000 Profiles Default fa Site Copy Options TIL b List Copy Options 31 Quest Migration Solutions for SharePoint 4 5 User Guide 6 Verify the settings on the Summary screen a WF Summary
49. cel Include Permissions The difference in Permissions between the selected sites or lists will be analyzed as part of the site compare 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 60 Quest Migration Solutions for SharePoint 4 5 User Guide Q 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 This option uses the csv report created during Full Compare and ensures that the g 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 2 Site Com pare site URL ttp mss2010 corp spb qsft sites auth4o1 fjusttean B site URL https mssz01 List Library iM List Library i Copy From Left to Right El Fa Just a team site fjustheam Fa Publishing Site pubteam in Colurnin
50. ct multiple files using CTRL or SHIFT 3 Drag or copy paste the selected files to the destination document library in the Navigator 4 The File Copy Wizard starts 86 Quest Migration Solutions for SharePoint 4 5 User Guide 5 On the Location step confirm the destination or select another site or list Location Specify location and content type Select Different Site Site URL http questsw sharepoint com Documents Fi Generate Script ans es 87 Quest Migration Solutions for SharePoint 4 5 User Guide 6 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 4 Metadata mapping supports only standard properties of files and Office documents Mapping of other metadata formats e g PDF is not supported Q gt Properties Specify target metadata Content Type Name Copy Value From File Name gt Title Copy Value From Title Created At Copy Value From Created At gt Modified At Copy Value From Modified At gt Created By Copy Value From Created By gt Modified By Copy Value From Modified By gt indicates a required field Save Template Load Template 88 Quest Migration Solutions for SharePoint 4 5 User Guide 7 On the Summary screen you can choose from a number of available copy options For more information on user mapping refe
51. ctivity xml files related to the jobs are stored in this location Debug logs these logs are created when the Debug Mode is activated The log bak_O log etc contain the 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 Connection logs these logs are created when encountering connection issues and stored to the transport log file 135 Quest Migration Solutions for SharePoint 4 5 User Guide About Quest Software Inc Established in 1987 Quest Software Nasdaq QSFT provides simple and innovative IT management solutions that enable more than 100 000 global customers to save time and money across physical and virtual environments Quest products solve complex IT challenges ranging from database management data protection identity and access management monitoring user workspace management to Windows management For more information visit www quest com Contacting Quest Software Email info quest com Mail Quest Software Inc World Headquarters 5 Polaris Way Aliso Viejo CA 92656 USA Web site www quest com Refer to our Web site for regional and international office information Co
52. cument Document Document Document Document Document Document Name E amp TestShare wi Ampacet doc mM Arthur J Gallagher and Co doc W BMW doc mw CGI Insurance Business Services doc iw Mary Kay doc Wi Miami Dade County Public Schools doc Statoil pdf Reports Help Select All E Open a EF New Folder Documents Items Modified 2012 06 25 04 44 21 PM 2007 05 03 07 56 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 55 00 PM 2007 05 03 07 55 00 PM 2007 05 03 07 55 00 PM Modified By CORP administrator CORP administrator CORP administrator CORP administrator CORP administrator System Account System Account System Account SP Filter ApprovelT Double click the list library in Navigator to load its content into the Contents tab Ek S In SharePoint Fe Contents EJ Refresh View Views All Documents Original URL http fimss2010 corp spb qsft sites auth4c http mss2010 corp spb qsftysites auth4C http mss2010 corp spb qsft sites auth4c http fimss2010 corp spb qsft sites auth4C http mss2010 corp spb qsftjsites auth4c http mss2010 corp spb qsft sites auth4C http mss2010 corp spb qsft sites auth4C 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 49 Quest Migration Solutions for SharePoint 4 5 User Guide 5 On the Proper
53. custom template mapping 113 Quest Migration Solutions for SharePoint 4 5 User Guide Updating the Application Quest Migration Solutions for SharePoint includes 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 Q Windows Vista 7 users may need to start the application as administrators to apply updates If you have the application installed on a computer with no Internet access you can Q download the latest install package from the Quest 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 Updates button on the Help ribbon Home View Quick Mode File Manager Public Folders Project Mode Reports Help ve F PTA j f Debug Mode i 7 i d Reset Do not Show Activation About Profile Manager User Manual Check For Updates f eS EAI Log Manager Help If there is a new update you will be prompted to apply it cs Automatic Updates mh i New updates are available Do you want to review and install them now If you see the following notification close the application and start it as administrator to apply the update E Product Update Manager A new update ts available Please restart the application te begin the installation the update 114 Quest Migration Solutions f
54. data 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 44 Quest Migration Solutions for SharePoint 4 5 User Guide 3 Migration Suite for SharePoint Home Ea a Str Se a ED wt iia E New Folder T Contents 3 t rote to Site Taq D a ollectio View Quick Mode File Manager Public Folders Project Mode Reports Help Copy Select All To Site Copy Paste ER Site Compare on 5 FE Logs Connect Clipboard Delete Sites List Library Documents Items View Navigator E amp Y A fe progress C contents 53 Z Os Te a 4 Shared Documents E A Tasks Just a team site gt Shared Documents Views All Documents E Team Discussion ga Subsites Name Type Modified Modified By ApprovelT Original URL fA Just a team site E gt TestShare Folder 2012 06 25 04 44 21 PM CORP administrator n Lists wh Ampacet doc Document 2007 05 03 07 56 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents Amp e Announcements wh Arthur J Gallagher and Co doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents Artt fa Calendar mi BMW doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents BM E 4 Class Wi CGI Insurance Busi
55. data sets during off hours With Quest Migration Solutions for SharePoint you can also easily load files from Windows network drives import email items from Exchange public folders and classify legacy or imported content to unlock the full potential of SharePoint search and navigation Quest Migration Solutions for SharePoint include five products PRODUCT DESCRIPTION Migration Suite for SharePoint Includes SharePoint to SharePoint migration migration from file systems and Exchange public folders Supports migration to on premise SharePoint servers and Microsoft SharePoint Online Office 365 BPOS Migrator for SharePoint Online SharePoint Online edition of the suite Includes migration from on premise SharePoint file systems and Exchange public folders to Office 365 BPOS Migration Manager for SharePoint On premise SharePoint to SharePoint migrations Public Folder Migrator for SharePoint Migrate from Exchange public folders and PST archives to on premise SharePoint File Migrator for SharePoint Migrate from Windows file systems to on premise SharePoint While each product has its own set of supported source and target systems all five 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 Quest Migration Solutions for SharePoint 4 5 User Guide R
56. 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 Q Workflow state in progress workflow instances and history are not retained during migration 103 Quest Migration Solutions for SharePoint 4 5 User Guide 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 In order to migrate workflows as part of site or list copy 1 Select the Copy Workflows option under List Copy Options in the copy wizard List Copy Options Copy Lists and Libraries Copy content C Copy Content Permissions Copy versions Include All versions Include most recent versions 10 Copy List permissions Copy views d Copy Custom Doc Template F Copy InfoPath Defer required WJ 104 Quest Migration Solutions for SharePoint 4 5 User Guide To copy list workflows separately 1 Select the 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 list will be loaded into the right pane 3 Copy paste or drag n d
57. ePoint 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 Services 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 74 Quest Migration Solutions for SharePoint 4 5 User Guide 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 TA Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode ge a Bs E F g g To Site Copy Faste Copy Site Compare Fromote to Site Copy Site Collection Connect Clipboard Delete Sikes Lisk Library 2 For scheduled migrations go to the Project Mode tab lt a Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode B a oe E e aa To Site Paste New New from Details Delete Change Mew Compare Target Site Connect Clipboard Job Group Ta Quest Migration Solutions for SharePoint 4 5 User Guide Migrating Exchange Data to SharePoint You can migrate entire Exchange public folders to SharePoint or upload mail items individually email a
58. eating Migration for Failed Objects cccccccccseccceeeeceeeeseeeeseeeeseeeeseeeeseeeeseeeeseeeesaees 58 Using ote COMPA lt aena ne ne ee Seca a ee eae ee ee a ne 59 Scheduled Migrations Project MOde ccccccceeccceececeeceseeeeceu cece eeseeesaeesseesseeesseeesaes 62 Greng JODS iB ene E T E E E E E E E eee 62 RUDDING JODS eevee eee eee a E a 64 Hacking SOD HISO nasus as eg enna eddie eeteedecededete 64 Viewing Modifying JOD Properties ccsccccecccseecseecsueeceeessuecsuessuecsessuessueesaeessuessnesaes 66 Incremental Migrations ccccccceccsseceeeceeceeeceeecaecceeceeceueseeeceeceueseeeceeseesseeeseeeeeeseeeneeeees 67 Incremental Migrations in Project MOG ccccccssccseeccecnsecceeccessesccuessusnessaussesesaess 68 Incremental Migrations in QUICK Mode 11ccscccseeceeccneecaeessuessueeseesuessueeseensuessnesans 73 Migrating Legacy Content to SharePoiInt cccccceseceeeceeeceeeeeseenseeseeeneseneeeaes 74 Migrating Exchange Data to SharePoint ccccceccsecceeeceeeeceeeceeeceueceeeeeeeeceeeseeeneeeneees 76 GODY ENUE F AOT cco aoc ee ee eee Mahone 76 GODY INOIVIDUAl NOMS 23st Bee ee ee eee A 79 Migrating Exchange Folder PerimiSSiOns 1ccscccsccneccseccuecsuesseecsessuessecsuessueseesaeeses 84 Migraung FILES TOS TAS PO IA isrener a ec ee dane dedsdedededededeaeas 86 Migrating NTFS Folder Permissions ccscccccccseeccsecseecsusecsuessuecsuessueeseeessueseeesse
59. ecify parameters For list copy Destination Site Mame URL http inss2010 corp spb gsFksitesfaukh401 fhearn Profiles List Default E a mE t List Copy Options Overwrite if File exists oe C Incremental copy F Last F Apply Filter C Re Map Users Re Map Site and List Templates The application includes a convenient tool to manage list copy settings using predefined profiles See Appendix Profile Manager for more information 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 43 Quest Migration Solutions for SharePoint 4 5 User Guide Advanced migration settings allow you to perform user and template mapping during file copy Advanced Options F Overwrite if file exists EJ F Incremental copy je Last Apply Filter 7 d Re Map Users F Re Map Site and List Templates G For more information on user and template mapping see User Mapping and Template Mapping respectively 5 On the Summary screen click Finish to start the lists copy Migrating Individual ltems Documents With Quest SharePoint migration tools you can granularly copy list items and documents between SharePoint lists During the item copy you can control how item meta
60. eld 122 COLUMN NAME Modified At Created By Modified By Mark Version Version Comment Quest Migration Solutions for SharePoint 4 5 User Guide DESCRIPTION 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 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 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 DESCRIPTION Identifies the source site for the content to be copied
61. ent Location Site URL http imess2010 corp spb gsfkisitesfauth401 itean List Calendar Folder Content Type Event 3 documents will be updated Profiles Item Default E Incremental copy je Last Copy Permissions Apply Filter Re Map Users Create C5Y File For Uploading Tagging or Copying Files CY 8 Click Finish to start copying selected items The progress window is displayed lt gt Copy Items Job Q Do not close Microsoft Outlook during migration Otherwise migration will fail 82 Quest Migration Solutions for SharePoint 4 5 User Guide 83 Quest Migration Solutions for SharePoint 4 5 User Guide 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 Summary Content total summary Target Content Location Site URL http imess2010 corp spb gsftisites auth401 team List Calendar Folder Content Type Event 3 documents will be updated Profiles Item Default O aA Advanced Options Incremental copy ie Last Apply Filter Re Map Users Create CSY File For Uploading Tagging or Copying Files Y When permissions are granted using one of the predefined Exchange permission levels the application maps it to a SharePoint permission level as f
62. eports guai ee i be Ruin Using Delete Change Target Site WE CSW File 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 Fri Apr 27 12 37 URL http mss2010 corp spb 1 Fri Apr 27 12 42 URL http mss2010 corp spb 427 12 12 35 PM Run er Sample ae F aero 4 27 12 12 37 PM Run Activity Sample Job test 64 Quest Migration Solutions for SharePoint 4 5 User Guide 3 Expand the log item you need and click View Log o Tye Tavis ints e Ta ce Fre i Sample Job List Copy Fri Apr 27 12 37 URL htto mss2010 corp spb 1 AnnouncementsCopy List Copy Fri Apr 27 12 42 URL http mss2010 corp spb 4 27 12 12 35 PM 4 27 12 12 37 PM Activi Sample Job test 4 The Log Viewer windows will be shown xi Select All Deselect All fan View in Browser view Details E Statistics Source http mss2010 corp spb qsft sites auth40 1 justteam Shared Documents Started 2012 Apr 27 12 38 11 MSD Target http mss20 10 corp spb qsft sites auth40 1 pubteam Sha
63. equired Permissions SharePoint 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 SHAREPOINT VERSION REQUIRED PERMISSIONS SharePoint 2003 Member of the Designer site group SharePoint 2007 2010 2013 Design or higher Target SharePoint Sites SHAREPOINT VERSION 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 SOURCE REQUIRED PERMISSIONS Exchange Public Folders Reviewer Quest Migration Solutions for SharePoint 4 5 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
64. er community members Join the SharePoint Team Community at http communities quest com community sharepointforall Quest Migration Solutions for SharePoint Version 4 5 Last updated May 15 2013 Contents PDOULE THS GUIJO ciunas A 6 CV ET VIS WG ioina LL eld lous pauls sei nae geen asa wane vusue ous pine wali guns ue ueuvw sede uals cae eou eee ae 6 COVED EREE da Sate E E A R A A E O 6 Introduction to Quest Migration Solutions for SharePoint ccesseeseeeseeeeees 8 Reg ired Permissions i2cclecce tees cces ter ccsvenewcecncnchetesteetesadecucdieesdeseetkaiestcacecdsaepeeaeewececeen 9 MEFO a te Re ea a eee ree Peano Seine re re ree Cena Ane ena ee 9 SONCE SNAlE OWN CHES sarcteretacs ee ast deca dadeaee aepedens 9 larget SharePoint SCS iiigegecisecteeciessaesiandiesiencsesg ane E ane oe ana eee Sees ol 9 EX GING OG spate oe etal eared inl A EEEE inant E E 9 PC SOY SECM sieriem iirin suey eee ies wet peed yet aeieet et etaneeasenassa esac 10 AA SUN ALIO Me cecvecscvaseetit tee et seccaterans i E wares a a 11 PFOGUCE ACUVALIOM sirce a lceeteidi E EE EE EA 14 OMNE ACTIVAUNON aan E cancna ween anamaaneaeexeel 15 Working with the Quest Migration Solutions for SharePoint sscess00 16 IEICE OVENI CW eicere a r eia iada dadaas 16 Connecung 10 ohare POM cenia bap hacts Sadeuanicdeds Be sadedebedebetedetstetabetsteteopeels 17 Kerberos Authentication ace doi ote ed cele hl Salas ds aces ca hice ice shiceeniestiin s2
65. es 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 Q 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 A Changing the list name will change the list URL 37 Quest Migration Solutions for SharePoint 4 5 User Guide Copy List Library Specify parameters For list capy Destination Site Name Just a team site URL Atte inss2010 corp spb gsFkisites fauth401 fustteam Profiles List DeFaulk a mi List Copy Options Copy content types Copy Content Copy Content Permissions Copy List Permissions Deferred Group Copy Copy views Copy Custom Doc Template Copy workflows Copy InfoPath Defer required jo Q Check the objects and settings for migration deliberately For better performance include the items you need to be migrated only For information on migrating out of the box workflows please refer to Migrating Built in Workflows
66. es or make changes to the automatically generated scripts General Syntax COMMAND QuestDM exe help QuestDM exe cmd command QuestDM exe encrypt password Common Parameters PARAMETER srcsite url Srclist name trgtsite url trgtlist name log file noSplash proxy host port Connection Parameters PARAMETER Srcuser user Srcpass password DESCRIPTION Prints command line help 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 127 PARAMETER srcepass password srcdomain domain srchost host Srcport port srcuseproxy trgtuser name trgtopass password trgtepass password trgtdomain domain trgthost host trgtport port trguseproxy Copylist Parameters PARAMETER donotcopycontenttypes copylistcontent copylisthistory copylistpermissions copylistviews usermapping path templatemapping path Copysite Parameters PARAMETER asnewsite asnewsitecollection u
67. esanes 91 SCHEGUIECIMIGQFAUOMS crs O 93 Metadata Mapping and Tagging cccsscescensceeeenssenseeesenseeeeonseensenseonsenseonseeeeonees 94 Data Analysis ModE nonnian i e wa ieee Ee eeteete enews 94 Properes SCICON oriru aa egestas eeccecanseeneieeubeuenentbauae 95 CONN TYDE srce E 95 Tagano OlassilicatlOr sni E E ee O ee eee E 96 Field Value Selection Screen ccccccccecccceececeeeeceeceseeeceececeeeseucesseessueesseesaueeseeesseeeesaees 96 Migrating Created Modified Metadata ccsscesseeseesseesecnseeesenseensenseensenseonees 98 Installing Extension Web ServiCe cccccccccceececececeececeeeeeeeeseeeeseueeesaeessaeesseeessuesseeeesaees 99 Advanced Migration Features witisccivetewenedesccrteidwensetectesestedsccuestesveenesdwereetebecewesteneds 100 Migrating E Mail AlETIS Sae n A EE EE EEEE 100 Migrating Work NOWS sesse er esas 2a face sd sa oka etteoeendcestanctencdonadacchnnebanatecdinest 103 Migrating OOB and SharePoint Designer WOrktlOWS 11ccccesecseeeesneessneenaenenaes 104 Migrating SharePoint Designer Objects ccccseccceecceeeeeeeeeeeeeeeseeeesseeseeeeseeeseessaees 106 Preserving Content Authorship and Approve Reject Status ccccccsecceeeeeeeeeeeeeeee 107 UserGroup MAD DING iia stcstistpet eset a EEEE AN 108 User Mapping for Folder Permissions Migration ccscccccccccecseecsesecneessuessuesseesaees 109 Template MAPPING esata ny Pea LEE EEE ERE EEE EE E E 112 U
68. gress E Contents P Permissions X E Permission Levels OS Users Groups rer fa H http timss2010 corp spb gsftisitesiaukth40i team Users Groups Type Permission Levels 5 Jim Abbott CORP abbott User Design PG Poncho Sharepoint Group Design PG QuestDrive Owners Sharepoint Group Full Control 4 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 The copy function is only available in the product editions that support SharePoint to SharePoint migration 53 Quest Migration Solutions for SharePoint 4 5 User Guide 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 Right click on the list library in the Navigator 2 Expand the Objects menu item and choose list objects to load Copy Chrl oY Refresh h view Contents sa view In Browser Use CSV to d Objects C 1 Show List views Gj Show Workflows bel Show InfoPath Forms aS Show Permissions L Show WebParts Show SharePoint Designer Objects List Contents Report csy 3 The application will show the requested items in a tab in the Contents area F Contents 3 List Views 63 Workflows E InfoPath Forms PR Permissions Web Parts Team Site gt Shared Documents Name 4 Select the items yo
69. hange RE Progress Energy Item Copy Mon Aug 01 19 URL C Program Files Quest URL Exchange RE Progress Energy Item Copy Mon Aug 01 19 URL C Program Files Quest URL Exchange RE Progress Energy Item Copy Mon Aug 01 19 URL C Program Files Quest URL al Files Group Activity Mon Aug 01 19 Files Victoria Department of Education and Training doc Item Copy Mon Aug 01 19 URL Y Victoria Department URL Files TUV NORD Group doc Item Copy Mon Aug 01 19 URL Y TUV NORD Group do URL Files Statoil pdf Item Copy Mon Aug 01 19 URL Y Statoil pdf Statoil pd URL Files Sheppard Mullin Richter and Hampton doc Item Copy Mon Aug 01 19 URL Y Sheppard Mullin Rich URL Files Parks Canada Agency mht Item Copy Mon Aug 01 19 URL Y Parks Canada Agency URL al u p For more information on working with scheduled jobs see Metadata Mapping and Tagging 93 Quest Migration Solutions for SharePoint 4 5 User Guide 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 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 class
70. hoosing or highlighting various interface elements such as files and radio buttons Interface elements that appear in Quest products such as menus and commands Used for comments Introduces a series of procedures Indicates a cross reference When viewed in Adobe Acrobat this format can be used as a hyperlink Used to highlight additional information pertinent to the process being described Used to provide Best Practice information A best practice details the recommended course of action for the best result Used to highlight processes that should be performed with care Quest Migration Solutions for SharePoint 4 5 User Guide A plus sign between two keystrokes means that you must press them at the same time A pipe sign between elements means that you must select the elements in that particular sequence Quest Migration Solutions for SharePoint 4 5 User Guide Introduction to Quest Migration Solutions for SharePoint Quest 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
71. ify 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 ltems 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 F Contents 32 G Progress H C F an Turn ON Data Analysis mode pws an Documents Office 365 gt Shared Documents Name Type Modified Modified By gt Press releases Folder 2011 07 22 05 01 18 AM KS administrator Wh Arthur J Gallagher and Co doc Document 2007 05 03 07 54 47 PM KS administrator Wh BMW doc Document 2007 05 03 07 54 51 PM K administrator Q 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 94 Quest Migration Solutions for
72. in the Available Values list Q 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 97 Quest Migration Solutions for SharePoint 4 5 User Guide 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 If the original author editor cannot be resolved the Created By and Modified By Q 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
73. ing to the copy operation authorship Authorship basic preserve Created Modified properties by default approval preserve Approval Status Comments 130 Quest Migration Solutions for SharePoint 4 5 User Guide Importfiles Parameters PARAMETER DESCRIPTION path path File path mapping template mvmap Mapping template file filter field operator value 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 usermapping path Pass CSV file with users mapping to the copy operation Examples OuestDM exe cmd copylist srcsite Http 7 host site srclist Dochib 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 asnewsite copysubsites copypermissions copywebparts copycollectionfeatures copyfeatures copycontenttypes copylists copylistcontent copylisthistory copylistpermissions copylistviews copylisttemplates usermapping path file cs
74. ite Collections My Sites Ca Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode Fe a m To Site Copy Faste 0p Site Compare Fromote to Site Copy Site 7 Collection Connect Clipboard Delete l Copy Site List Library Copy Site Collections MySites t new A Before migrating My Sites make sure 1 You have a proper mapping for My Sites in the application Open Profile Manager Global Variables The Site Template for My Sites setting must be set to SPSPERS O0 Profile Manager is available from the Help ribbon See Appendix Profile Manager for more information Q 2 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 33 Quest Migration Solutions for SharePoint 4 5 User Guide 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 _ Select Web Application Central Admin URL http moss2007 50000 Connect Semer Fam Admirc CORP
75. les section of Profile Manager After you restart the application you will be prompted for credentials each time you connect to a new site lf 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 If your SharePoint environment is using Form Based Authentication specify your user name password and domain in the provided fields and click Connect If your SharePoint environment is using Kerberos Authentication please refer to section Kerberos Authentication section for configuration instructions lf your SharePoint environment is hosted Office 365 and BPOS refer to the Connecting to SharePoint Online Sites section for detailed configuration instructions 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 Quest Migration Solutions for SharePoint 4 5 User Guide 5 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 fr
76. 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 Administration site Farm administrator user name Farm administrator password Farm administrator encrypted password Copy page layouts gallery Copy master page gallery 129 Quest Migration Solutions for SharePoint 4 5 User Guide PARAMETER DESCRIPTION copylookfeel all page page 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 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 Copyitems Parameters PARAMETER DESCRIPTION mapping template mvmap Mapping template file trgtfolder path Target folder path filter field operator value 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 usermapping path Pass CSV file with users mapp
77. methods for smart tagging which is accomplished through the use of buttons located to the right of each field Left Arrow Button one way to efficiently tag content is to group items that need to be tagged with a common 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 q 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 57 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 Because the Name field in a Library must have a unique value only the down arrow Q 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 Field Value Selection Select source for field Name LI kep
78. mport This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors 124 COLUMN NAME Custom Fields Created At CSV ID Col Modified At Created By Modified By Mark Version Version Comment Quest Migration Solutions for SharePoint 4 5 User Guide DESCRIPTION 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 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
79. nd public folders Therefore a configured copy of Outlook 2007 or 2010 is Q The application leverages Microsoft Outlook and your Outlook profile to connect to 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 i Connections 2 Outlook gj Archive Folders 6 Internet Calendars 6 Mailbox Alexander Kirillow Public Folders Alexander Kirillov quest com All Public Folders AMER APAC Australia Canada EMEA Belgium BENELUX Calendars Denmark Departments gt France Germany HR EMEA gt Ireland 2 Drag and drop or Copy Paste the source folder to the desired SharePoint site 76 Quest Migration Solutions for SharePoint 4 5 User Guide 3 Enter the name for the new list library Copy public folders Specify parameters For public folders copy Destination Site Name Guth 401 URL http inss2010 corp spb gsFkisitesfauth401 List Mame Fontacts O01 A t Advanced Options Advanced Options allow you to create incremental copy filter items copy folder permissions and or pe
80. ness Services doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents CGI H DocSets wi Mary Kay doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth401 justteam Shared Documents Mar Ho Form Templates wh Miami Dade County Public Schools doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb gsft sites auth401 fjustteam Shared Documents Miar E mi Formulas jr Statoil pdf Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth401 jjustteam Shared Documents Stat 5 IS Contacts E 2 Links bal Logos E Shared Documents 2 Tasks 3 Team Discussion HA wr v lt gt wa Connections 3 Ee 3 3 5 Inch Floppy Disk 4 S Local Disk C 4 CD Drive D HS CD Drive E o Outlook lt gt 4 Shared Documents 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 In the Item Copy Wizard confirm the target location 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 45 Quest Migration Solutions for SharePoint 4 5 User Guide
81. nfoPath oe Defer required CF Incremental capy CF Last 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 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 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 73 Quest Migration Solutions for SharePoint 4 5 User Guide Migrating Legacy Content to SharePoint The following product editions allow you to you consolidate the data in your legacy Exchange public folders and file shares to either on premise or hosted SharePoint 2007 2010 2013 EDITION PUBLIC FILES ON PREMISE SHAREPOINT FOLDERS SHAREPOINT ONLINE Public Folder Migrator for SharePoint Supported Sources e Exchange Public Folders Exchange Server 2003 and higher e PST mail archives via Outlook e Windows file servers Supported Shar
82. ns allow you to migrate SharePoint sites lists libraries individual folders and items documents to either on premise SharePoint 2007 2010 2013 servers or SharePoint Online EDITION ON PREMISE SHAREPOINT ONLINE SHAREPOINT SOURCE TARGET SOURCE TARGET po i Supported SharePoint Environments Migration Suite for SharePoint Migrator for SharePoint Online Migration Manager for SharePoint 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 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 26 Quest Migration Solutions for SharePoint 4 5 User Guide e Term sets terms and managed metadata columns e Users groups permission levels permissions and permission inheritance 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 2 Migration Suite f
83. nt 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 The incremental copy feature is supported for documents and list items o List items have to be copied with the tool initially otherwise incremental copy may create duplicates Sites and lists are not subject to the incremental copy mode and most of their settings cannot be incrementally deployed o Settings that do have a separate copy switch such as content types can be copied incrementally o If site and list permissions are included into migration they overwrite the target permissions Deleted items cannot be synchronized Renamed documents are copied as a new document i e two versions of the document will reside in the target library 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
84. ntacting Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract Quest Support provides unlimited 24x7 access to our Support Portal at www quest com support From our Support Portal you can do the following e Retrieve thousands of solutions from our online Knowledge Base e Download the latest releases and service packs e Create update and review Support cases View the Global Support Guide for a detailed explanation of support programs online services contact information policies and procedures The guide is available at www quest com support 136
85. olders Outlook E List Contents Report csv ES Download Content to File System Import Alerts i L Shared Documents 2 Inthe window that is displayed select the CSV file 120 Quest Migration Solutions for SharePoint 4 5 User Guide 3 Check the items to copy import Upload or Copy files using CSV Select CSV file and advanced options Profiles Upload Default File Location C Afiles csv Source Sharepoint Site Source Sharepoint Source Sharepoint File Tz httpe imss2010 corp spb qeft sites qdrive Class Docl docx http imss2010 corp spb qsft sites qdrive Class Doc2 docx hittps mss2010 corp spb gsft sites qdrive Class Doc3 docx F http imss2010 corp spb qsft sites qdrive Class Doc5 docx V hittps mss2010 corp spb qsft sites qdrive Class Doc6 docx 4 al check att Uncheck Ail Check Connection pil gt Advenced Options 121 Quest Migration Solutions for SharePoint 4 5 User Guide 4 Expand Advanced Options and set copy options Use Charset for Encoding File windows 1251 Use Created Modified Properties from Spreadsheet 7 Overwrite if file exists UE Incremental copy F Defer required F u Include Versions Include All versions Include most recent versions 10 5 To start the copy process press the Finish button The following tables describe the columns used within these CSV files when importing files to SharePoint and copying files
86. ollows 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 84 Quest Migration Solutions for SharePoint 4 5 User Guide None View Only When a custom set of permissions is used to grant access to the source folder the following mapping is used FOLDER PERMISSION SHAREPOINT PERMISSION LEVEL Can Delete Own Full Control Can Create Items Full Control Can Edit All Contribute Can Create Subfolders Full Control Can Edit Own Contribute Can Read Items Read lt might be required to use the user mapping feature when migrating folder Q permissions See User Mapping for Folder Permissions Migration for more information 85 Quest Migration Solutions for SharePoint 4 5 User Guide Migrating Files to SharePoint 4 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 1 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 2 Migration Suite for SharePoint Public Folders Project Mode Help Th Copy Quick Mode File Manager Reports 3 p Copy Site
87. om Internet Explorer Fat a xA Proxy Configuration ol x Proxy Port Proxy User prod jalexand Proxy Password eeessseee 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 site 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 Log into your BPOS site Click on the Welcome Username link at the top right corner of the page Select My Settings Write down the value of the Account property oe Quest Migration Solutions for SharePoint 4 5 User Guide 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
88. on your operating system i J Quest Migration Suite for SharePoint Setup l E ioj x Welcome to the Quest Migration Suite for SharePoint Setup Wizard This wizard will guide you through the installation of Quest Migration Suite for SharePoint It is recommended that you dose all other applications before starting Setup This will make it possible to update relevant system files without having to reboot your computer Click Next to continue 3 Accept the Quest Software license agreement 4 Specify the installation folder 5 Wait for the setup wizard to install Migration Solutions on your computer i J Quest Migration Suite for SharePoint Setup i oj x Installing oN tI Please wait while Quest Migration Suite for SharePoint is being installed D Copyright 2011 Quest Software All rights reserved Back Next ance 12 Quest Migration Solutions for SharePoint 4 5 User Guide 6 Click Finish to complete the setup i Quest Migration Suite for SharePoint Setup iol xj Completing the Quest Migration Suite for SharePoint Setup Wizard Quest Migration Suite for SharePoint has been installed on your computer Click Finish to cose this wizard Back ance 13 Quest Migration Solutions for SharePoint 4 5 User Guide Product Activation Each of the Quest Migration Solutions for SharePoint needs activation before you can use the product on your computer Your license will enable the par
89. one ose sec http eeni corp sais gsft sites auth401 fjustteam w 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 subsites if selected The report will automatically collect all the differences You can load the completed report 99 Quest Migration Solutions for SharePoint 4 5 User Guide 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 Include Permissions The difference in Permissions between the selected sites or lists will be analyzed as part of the site compare 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 Include Subsites Any subsites for the selected sites will be analyzed as part of the compare Use enhanced content compare W Include Subsites E Cancel Q 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 Can
90. or SharePoint Home View Quick Mode File Manager Public Folders Project Mode say Gy G g A SE i To Site Copy Faste Copy Site Compare Fromote to Site Copy Site Collection Connect Clipboard Delete sites Lisk Library For scheduled migrations select the Project Mode tab b Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode G3 Copy gt fo Tu ay cut 59 2 7 T To Site Paste New New from Details Delete Change Mew Compare Target Site Connect Clipboard Job Group to 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 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 2 Quest Migration Solutions for SharePoint 4 5 User Guide c Copy Promote to New Site Collection o x Select which type of site copy should be run The
91. or SharePoint 4 5 User Guide 115 Quest Migration Solutions for SharePoint 4 5 User Guide If no updates are found you will see the following notification gx Product Update Manager Software update check No updates found 116 Quest Migration Solutions for SharePoint 4 5 User Guide Appendix I 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 seitings Users always have the option to modify these settings prior to commencing an operation but they are automatically 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 E Profile Manager E Copy Items Se Copy List qi Copy Site oe Copy Permission Profile List Default we Use as Default Create new Profile ie i j HH Download Content pa J Hpgadieopy Content oe value y Global Variables P Password Manager Copy List Options 64 Invalid Characters Copy Content Eg Invalid Name Endings All Versions
92. orts d fra Show Term Store sg Copy Promote to Wew 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 Progress Contents 4 Web Parts EI Term Store 2 3 3 Look and Feel a E htp Hmss2010 corp spb gsrkisitestauth401 team Term Mame E fra Managed Metadata Service E3 Le Guest Ep Sample E Eg Test Es pe Access Levels E Ep System E3 PE keywords i pe Orphaned Terms 4 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 The copy function is only available in the product editions that support SharePoint to SharePoint migration 51 Quest Migration Solutions for SharePoint 4 5 User Guide 32 Quest Migration Solutions for SharePoint 4 5 User Guide To view and copy site permissions 1 Right click on the site in the Navigator 2 Expand the Permissions menu item and choose to load permissions groups or permission levels of the site Copy Erle GR Connect to Site S Refresh Sa view In Browser ws Save site to aM Use CSV to Permissions j n Show Permissions Objects Bs Show Permission Levels a Show Groups Reports g Copyi Promote to Mew Site Collection J 3 The application will show the requested items in a tab in the Contents area o Pro
93. pdating the Application cccsccssccsscesseeeseecnsensenssonsenseoaseessonsessonseeneenseoeeees 114 Appendix I Profile Manager c ccescsssensenseeseeseesseesensensensensensseseensonsoasensenseneees 117 Appendix Il CSV Based Migration ccsscessceseeeeeeceesenseenssonsseneeonssonseoneeenes 119 CREAN A GOV FIE na a8 T E 119 Copying Uploading Items Using a CSV FIl cccccccccccseeccseeccseeecsuseesnsessneessnesseeees 120 CSV Format for File Upload to SharePoint ccceccceeceeseeeneeeeceeeenseeeneeeseeeeneeenseeens 122 CSV Format for SharePoint to SharePoint Copy usasse eena 123 CSV Format for E Mail and Public Folder Objects Copy ccccseeeceeeeeeeeeeeeeeeeeees 124 Appendix Ill Command Line Reference ccccceesceeeeeeeeeeeeenseenseeeseeneeeeeeneeeees 126 GONE ral SYNtAX 0 eec cc er anaE 127 Common Parameters 225 ae a gag se te a taht thts than thar than dha itd thal th ay th ta 127 GONNECION ParamelGrS cinaran ede eed eee eer eed ee eee eee 127 GODVIISI Parameters virisi ia ian EE OET 128 COPS FarameleTS crenn a a ee ee tattle eee eee ede 128 GOPVITEINS Paramete S wicesict iota sacred eet a e a 130 Importfiles Parameters ccccecc cece eeeceeeeeeeeeeceeeseeeaeeeeecaeeseeeeuecaeeseeeeeeseeeseeseeeneeeseeseeesenes 131 EX AINDICS visaszasusatutianestaauexsatasiestevsuestsewiana A E E E EE EE 131 Appendix IV Troubleshooting cceccenceeeceneceneenseen
94. plication Create a new folder in your drive e g C QuestMS Go to ProgramFiles Quest Software Migration Suite for SharePoint quest configuration and open the config ini file for editing 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 Edit the last line of this file Change osgi instance area default user home QuestMS to osgi instance area default c QuestMS note that the forward slash is used instead of back slash Save and close config ini Start the application The workspace stores the following data License Information The project directories that are displayed in the Navigator pane which includes the cache of the site structure Log files metadata Temporary connection properties used by the tool Project Mode jobs Various settings and filters used throughout the application interface 134 Quest Migration Solutions for SharePoint 4 5 User Guide The following types of logging information are stored within the workspace 1 2 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 Project Mode logs these logs are located in the activityDataStore directory and stored as xml The history and a
95. r to User Mapping option to import files using a CSV file instead of uploading them immediately See 3 You can choose the Create CSV File for Uploading Tagging or Copying files Appendix Il CSV Based Migration for more information on CSV based file import summary Content tatal summary Target Content Location Site URL http imss2010 corp spb gsftsites auth401 fustbeam List Shared Documents Folder Content Type Document 11 documents will be updated Profiles Item Default E xA Advanced Options Overwrite if File exists Cy Incremental copy Last E L Copy Permissions E Remove Folder Structure Jbefer required Apply Filter ilter i Create C5Y File For Uploading Tagging or Copying Files jo Z Generate Script Next gt Finish 89 Quest Migration Solutions for SharePoint 4 5 User Guide 8 Click Finish to start file upload lt gt Copy Items Job Source C New Templates View Details i Statistics Started 2012 mron 04 17 54 02 MSO Target https fimss2010 corp spb gsFkisitesfauth401 pubteam Documents Version 4 2 201207012148 Total Size MB 2 08 Total Items 11 11 o o 0 mj mj mj Bj mj mj miv mj miv mj ItemImport ItemImport ItemImport ItemImport ItemImport ItemImport ItemImport ItemImport ItemImport ItemImport ItemImport Operation Item Import 0407 2012 17 54 02 CiiMNew Templatesy bout doc size 35398 04 07
96. red Documents Version 4 1 201204232349 Operation List Copy Total Items 12 12 0 0 0 E List Copy Shared Documents oO Copy 27 Apr 2012 08 35 15 GMT Update List Library Shared Documents OEA Copy 27 Apr 2012 08 35 17 GMT Update pending type Document in List Library Shared Documents CORY copy 27 Apr 2012 08 35 17 GMT Update pending type Folder in List Library Shared Documents DIRS copy 27 Apr 2012 08 35 17 GMT Create content type Email Oo Copy 27 Apr 2012 08 35 21 GMT Create pending type Email in List Library Shared Documents oO Copy 27 Apr 2012 08 35 22 GMT Copy Views for List Library Shared Documents Oo ItemCopy 27 Apr 2012 08 35 24 GMT http mss2010 corp spb qsft sites auth40 1 justteam Shared Documents Ampacet doc size 738360 oO ItemCopy 27 Apr 2012 08 35 25 GMT http mss2010 corp spb qsft sites auth40 1 justteam Shared Documents Arthur J Gallagher and Co doc size 35 oO ItemCopy 27 Apr 2012 08 35 26 GMT http mss2010 corp spb qsft sites auth40 1 justteam Shared Documents BMW doc size 556675 oO ItemCopy 27 Apr 2012 08 35 27 GMT http mss20 10 corp spb qsft sites auth40 1 justteam Shared Documents CGI Insurance Business Services doc size Oo Copy 27 Apr 2012 08 35 29 GMT Copy Permissions for List Library Shared Documents i SS eeeS lt lt __Er Ld save baj Save as coy CF Load amp History Reprocess Failed Items Close 5 Double click on a
97. rform user and template mapping during folder copy _ Incremental copy FY Apply Filter F Copy Folders permissions F Re Map Users Re Map Site and List Templates je For more information on user and template mapping see User Mapping and Template Mapping respectively Tf Quest Migration Solutions for SharePoint 4 5 User Guide 4 Click Finish to create the target list and copy folder items folder will be converted to a document library and messages will be saved as MSG Q The list template will be automatically selected to match the source folder i e a mail files A contacts folder will become a contacts list in SharePoint Copy Items Job o e m i Updating Items Certified for Windows Server 2008 R2 Testing Overview LionBRIDGE La E a a Run in Background Cancel Details gt gt Q Do not close Microsoft Outlook during migration Otherwise migration will fail 78 Quest Migration Solutions for SharePoint 4 5 User Guide Copy Individual Items If you need to selectively copy mail items and folders to an existing list in SharePoint perform the following EF e o 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 T contents E E Calendars Name i Size Modified At Europe Marketing amp Europe MS C Scheduling cm 698 2005 09 14 134208 3 AIB JASWON
98. rl copysubsites Quest Migration Solutions for SharePoint 4 5 User Guide DESCRIPTION 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 history Copy list permissions Copy list views Pass CSV file with users mapping to the copy operation Pass CSV file with list templates mapping DESCRIPTION Copy site as new site Copy site as new site collection Copy site with subsites 128 PARAMETER copypermissions copygroups copywebparts copycollectionfeatures copyfeatures copycontenttypes copylists copylistcontent copylisthistory copylistpermissions copylistviews copylisttemplates rootname name copythreads number usermapping path templatemapping path centraladminurl url farmadmin user farmadminpassword password farmadminepassword password copylayoutsgallery copymastergallery Quest Migration Solutions for SharePoint 4 5 User Guide DESCRIPTION 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 item history Copy list permissions Copy
99. rop workflows to a destination list 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 tasks e aHistory 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 105 Quest Migration Solutions for SharePoint 4 5 User Guide Migrating SharePoint Designer Objects Quest 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 copy SharePoint Designer objects as part of list cop
100. s 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 Progress Contents 3 Just a beam site gt Shared Documents Hame E TeskShare bw 120501_Gauntnerd193TB_Alex docx bw Divide and Conquer docx bw Quest Tools for SP2010 MMSP vs Native docx Wh Ampacet doc WE Arthur J Gallagher and Co doc Wh BMY doc tay CGI Insurance Business Services doc wh Mary Kay doc wt Miami Dade County Public Schools doc PE Statoil pd Type Folder Document Document Document Document Document Document Document Document Document Document Modified 2012 06 25 04 44 21 PM 2012 05 03 06 31 42 PM 2012 04 27 03 54 44 PM 2012 04 26 07 37 30 PM 2007 05 03 07 56 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 54 00 PM 2007 05 03 07 55 00 PM 2007 05 03 07 55 00 PM 2007 05 03 07 55 00 PM asi on bihil Modified By CORP administrator BUILTIN administrators BUILTIN administrators BUILTIN administrators CORP administrator CORP administrator CORP administrator CORP administrator System Account System Account System Account 7e a Views All Documents Original URL http fimnss2010 corp spb http mssz010 corp spb i http irnss2010 corp spb http nmssz010 corp spb i http irnss2010 corp spb http imnss2010 corp spb http nmssz01
101. s 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 Profile Manager is available from the Help ribbon See Appendix Profile Manager for more information E Profile Manager Ed rr Copy Items a T Copy List Global Variables sui Copy Site er Copy Permission Th Downoad Content Enforce MS Office Metadata BE oe Upload Copy Content Regional Date Format ot Global Variables P Fassword Manager l Invalid Characters License Server Eg Invalid Name Endings Keep Original WEB Parts Make Required Fields Optional gt Mame 4 O O OOOO OOOO Authentication Preference Enable browser connect Enable copy alerts Enable new term workaround CS Separator Encoding for templates Guick Term Lookup iR Enable suffix on message meeting res Refresh After Copy EAEAEA Enable Automatic Updates Apply Reset to Default Yalues 100 Quest Migration Solutions for SharePoint 4 5 User Guide When enabled the Import Alerts option will show up under the Advanced Options when you copy a SharePoint site Q Alerts copy is only supported for site migrations ar cps C Overwrite if file exists C Incremental copy 7 C Apply Filter D C Re Map Users F C Re Map Site and List Templates Import alerts from csv F x Select csv file
102. sceseessenseonseessonsenssenseeeeonees 132 Appendix V Log Files LOCatiON cccceceecenseeeeeeceeseesensenseeseesenseeneoneonsensenseneees 134 About Quest Software INC csccsscsscecseceecnscnscnsceeneseeeeeensenecaseuseeneeneenseaseeuneeees 136 Contacting Quest SOPWALE eecccecccceececeeeeceeeeseeeesaeeeseeeseeeeseueesseeseeessseseeeeseneenaneess 136 Contacting Quest Support cc cecccceeeeeceeeeeceeeeeceeeeeseaeeeseaeeeseeeessaeeeesaueesseeeessneesseneenees 136 Quest Migration Solutions for SharePoint 4 5 User Guide About This Guide Overview This document has been prepared to assist you in becoming familiar with Quest Migration Solutions for SharePoint This User Guide contains the information required to configure and use the products It is intended for network administrators consultants analysts and any other IT professionals using the following Quest products e Migration Suite for SharePoint v4 5 e Migrator for SharePoint Online v4 5 e Migration Manager for SharePoint v4 5 e Public Folder Migrator for SharePoint v4 5 e File Migrator for SharePoint v4 5 Conventions In order to help you get the most out of this guide we have used specific formatting conventions These conventions apply to procedures icons keystrokes and cross references ELEMENT Select Bolded text Italic text Bold Italic text Blue text ui Q A CONVENTION This word refers to actions such as c
103. sites auth401 justteam Shared Documents Ampac 4 Style Library wh Arthur J Gallagher and Co doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 justteam Shared Documents Arthur S Kanenaapb wh BMW doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents BMW c S Kanenaapo 2 wi CGI Insurance Business Services doc Document 2007 05 03 07 54 00 PM CORP administrator http imss2010 corp spb qsft sites auth401 fjustteam Shared Documents CGI In a Subsites wi Mary Kay doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents Mary K l http mss2010 corp spb qsl wy Miami Dade County Public Schools doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth401 justteam Shared Documents Miami C ag Lists 7 Statoil pdf Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth401 fjustteam Shared Documents Statoil Announcements fa Calendar 2 Links Smeg Shared Documents 3 2 Tas gt copy Ctrl C Team Discussion 5 Subsites lt j 4 Refresh FR View Contents aE Connections 53 2 2 2 S view In Browser J 3 5 Inch Floppy Disk 4 Hee Local Disk C Use CSV to gt 1 Upload Copy Content j 4 5 cD Drive Ds Objects gt Tag Content tH CD Drive E Z Upload Public F
104. source site will be copied to an existing target site Copy Site to New Site The source site will be copied as a sub site of the target site Copy Promote to New Site Collection D 9 pei The source site will be copied promoted to a new site collection Generate Script Back Finish 28 Quest Migration Solutions for SharePoint 4 5 User Guide 4 Onthe 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 Q Check the objects and settings for migration deliberately For better performance include the items you need to be migrated only Copy Site Properties Profiles Site Default F Ph Site Copy Options F Copy content types jo Copy Sub Sites jo Copy Site Permissions je Deferred Group Copy Copy Site Groups Copy site collection features Py Copy Features CF Copy Site Workflows Cancel Advanced Options allow you to overwrite existing files perform incremental copy filter items perform user and template mapping and or copy e mail alerts during copy Advanced Options C Oyerwrite if File exists Y C Incremental copy Y Last ie F Re Map Users FY _ FRe Map Site and List Templates 7 For more information on user and template mapping see User Mapping and Templ
105. t Profile Manager User Manual Check For Updates dy Log Manager Help Debug Mode should not be enabled by default as it collects a great deal of Q 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 lt gt Log Manager Se File Location C log zip Save Logs Save Environment Clean Environment 2 Click the 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 Quest Support along with screenshots 133 Quest Migration Solutions for SharePoint 4 5 User Guide Appendix V Log Files Location 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 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 2 3 Close the ap
106. target SharePoint site 2 Specify a name for the migration job 68 Quest Migration Solutions for SharePoint 4 5 User Guide 3 Specify a recurring schedule for the job using the built in Scheduling Wizard New job definition Enter information about this job Job Name Scheduled sync Job Description Advanced Options D Scheduling Wed Mar 13 23 00 00 MSK 2013 Schedule Click Next 69 Quest Migration Solutions for SharePoint 4 5 User Guide 4 For site copy select Copy Site to Existing Site Copy Site to Existing Site The source site will be copied to an existing target site Copy Site to New Site Fia Ga The source site will be copied as a sub site of the target site Copy Promote to New Site Collection Cancel 70 Quest Migration Solutions for SharePoint 4 5 User Guide 5 Select the Incremental copy option a For site copy expand Advanced Options check the Incremental Copy box and specify incremental copy time interval Copy Site Properties Profiles Site Default J H Site Copy Options TL t List Copy Options Al Advanced Options nverwrite if file exists CF Incremental copy Cy Last Apply Filke Filter G Ll Re Map Users LC Re Map Site and List Templates Load a a iy t Look and Feel Options 71 Quest Migration Solutions for SharePoint 4 5 User Guide b For list library copy expand List Copy Options check the
107. tatus To retain the content approval status enable the Preserve Approval Status Comments option in the Copy List or Copy Site section of Profile Manager E Profile Manager E Copy Items Copy List aj Copy Site SS oe Copy Permission Profile Site Def ault Ww Use as Default Create new Profile Delete Copy Site ES Download Content g Upload Topy Content aA Global Variables P Password Manager l Invalid Characters Copy Sharepoint Designer Objects Eg Invalid Name Endings Name Value Copy InfoPath Overwrite if file exists Incremental copy Defer required 2 Authorship Preserve Created j Modified Propertie ESRSndircelOptore E eve Created Modified Properties Preserve Approval Status Comments Copy Title Description Icon Copy Welcome Page Copy Navigation Copy Tree view Copy Site Theme Copy Master Page Settings Reset to Default Values Profile Manager is available from the Help ribbon See Appendix Profile Manager for more information Note that the Preserve Approval Status Comments option works only on non versioned or major versioned lists and document libraries 107 Quest Migration Solutions for SharePoint 4 5 User Guide 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 providers When
108. 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 21 Quest Migration Solutions for SharePoint 4 5 User Guide 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 4 Site collection discovery does not support SharePoint 2003 1 In the SharePoint Connection Wizard click Discover Site Collections 2 Inthe Select Web Application window enter the Central Administration site URL and click Connect 3 Select a web application from the list and click Next to display site collections in the web application Fh _ ae aa Select Web Application Ioj x Select Web Application Central Admin URL http mss2010 corp spb gsft 30000 Server Farm Admin CORP administrator SharePoint 80 http
109. the copy wizard In this case you will need to configure all the filtering and settings manually to the source environment only and copied using Migration Suite for SharePoint It is Q The main usage scenario for incremental migrations is when changes are being made not recommended to use the incremental copy option if you target environment is live 67 Quest Migration Solutions for SharePoint 4 5 User Guide 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 Public Folders ProjectMode Reports Re gt Delete Change Ne Run Target Site CSV File shies dicta 3 Enter a comment for executing the job in the Run Job History window 4 Click Run Now Scheduling Incremental Migrations 4 If you need to perform incremental synchronization for an entire site you will need to create the target site Blank Site before following the steps below 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
110. ticular product edition you own 1 When you start the application the first time the Registration window is shown prompting to activate the installation lt gt Registration Activation Status RS Ss Your Activation Code Activate Automatically Activate Manually if Automatic Activation is not available Complete Activation Configure 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 Quest Migration Solutions for SharePoint 4 5 User Guide 5 The activation status will read License is Valid and turn green after a successful activation Registration Activation Status cen Your Activation Code eI clffd 3a45 472e al c 4d5e9061 d31f Activate Automatically Activate Manually if Automatic Activation is not available CENSE BEGIN Product License Activation e0l cl ffd 3a45 472e a7 7 c 4d3e9061d31f Client SPMigrationBeta quest com SeatO01 DENT19OF27 001 C2534 F904 Sites LO0000 Expiration 2011 09 01 Product Migrator Modules ChangeManager Exchange Filesystem Offices65Enabled Signature MCOCFB4 GlrelA GuF2B9JEkFobWpho6yAhUAjeUWup3 Tj A465S3MGBRuxAdHEdE eee CE ND amm Complete Activation Configure Proxy 6 Click Complete Activation to proceed Offline Activation lf the comp
111. ties screen make the required changes Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping O x z B apf Properties Specify target metadata content Type Name CopyVaueFrom Name gt t S COS S YSCNSNSCSCSCSC RNSCOCO SY R S Title kCopyVaueFromTitle gt S OEO Created At See Sy yyy ag Modified At lt Set by SharePoint gt ol E Createdey CopyVaueFromCreated By gt eE Modifiedsy CopyVauerrom ModfiedBy gt eE indicates a required field Save Template Load Template e net gt eh cme al Generate Script 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 Onthe Summary screen click Finish to start tagging 50 Quest Migration Solutions for SharePoint 4 5 User Guide 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 EB Copy Cbrl i0 Connect to Site se Refresh Sa view In Browser a gt Save site to ML Use CSV to Permissions Objects d Ej Show Workflows l 1 Show webParts Rep
112. tion Public rca a b Save the resulting csv file 109 Quest Migration Solutions for SharePoint 4 5 User Guide 110 Quest Migration Solutions for SharePoint 4 5 User Guide The generated CSV file looks as follows NT AUTHORITY authenticated users NT AUTHORITY authenticated users kate COOL Eate COOL Administrator COOL administrator allessandro COOL allessandro Brad McCarthy COOL bmccarthy BUILTIN administrators BUILTIN administrators CS BHSHARE 010 administrator CS5 BHSHARE 010 administrator group COOL group NI AUTHORITY LOCAL SERVICE NI 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 If you migrate to a brand new Site Collection with no users the generated CSV file will contain only the administrator name COOL Administrator COOL administrator Q system ACCOUNT SHARE POINT syst em 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 111 Quest Migration Solutions for SharePoint 4 5 User Guide
113. u want to copy use CTRL and SHIFT keys to multi select and drag them to the intended destination location or use Copy Paste The copy function is only available in the product editions that support SharePoint to SharePoint migration 54 Q Quest Migration Solutions for SharePoint 4 5 User Guide Migrating Web Parts Quest 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 Right click on the site in the Navigator 2 Expand the Objects menu item and select Show WebParts Ctrl Connect to Site Refresh Sa view In Browser gt Save site to sML Use Sy to Permissions Objects Gj Show Workflows Reports 5 Show WebParts Copy Promote to New Site Collection tes Show Term Store w Show Look 4nd Feel Settings Show SharePoint Designer Objects The application will show all web parts for the selected site in a 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 The copy function is only available in the product editions that support SharePoint to SharePoint migration 99 Quest Migration Solutions for SharePoint 4 5 User Guide To migrate web parts for a list 1 Right click on the list in the Navigator 2 Expand the Objects menu item and select Show WebParts Copy Ctrl e
114. uter you install the application on is not connected to the Internet use the manual activation option 1 Copy and paste the provided code into the Activation Code field 2 Click the Activate Manually button Copy the complete URL to a text file and save the text file that can be moved to another computer 3 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 Quest web site 4 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 5 Paste the entire license from the text file into the License area of the Registration screen 6 Close the Registration screen Quest Migration Solutions for SharePoint 4 5 User Guide Working with the Quest 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 Are e Connections a Area The Connections pane is only available in the product editions that support migration from file systems and or Exchange public folders gt Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode x To Site i Select All Connect Clipboard Delete ros Navigator E fa Auth 401 mspd S i
115. v templatemapping path file csv log output log QOUGSTDM exe cmd Copyiltems srcsite http host site srcelivst Dochib trgtsite httpo host sitez trgtlist Dochib2 trottolder folderi mapping D Temp template mvmap filter FileLeafRef jpg Modified gt 2010 01 01 Modified_x0020_By DOMAIN user usermapping path file csv log OUT PUL LOg QuestDM 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 help nosSplash log output log 131 Quest Migration Solutions for SharePoint 4 5 User Guide Appendix IV Troubleshooting When something is not working as expected in the application the Quest 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 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 O to Log Viewer j Deselect All All Source C New Templates Started 2012 Mron 04 17 54 02 MSO Target http fimss2010 corp spb gsFkisitesfauth401 pubteam Documents
116. vailable in the product editions that support SharePoint to SharePoint migration or Quest Migration Solutions for SharePoint 4 5 User Guide 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 Q Please note that this feature is only available for the last completed migration task At the moment only list items and documents are supported gt Log Viewer Select All Deselect All View in Browser View Detail Source YA Started 2012 Feb 20 15 50 29 MSK Target http rmss2010 sttes auth401 justteam Shared Documents Version 4 1 201202192215 Operation Item Import All 7 Successful 4 Informational 0 Warnings 0 Errors 3 F amp ApplicationUpdate 20 Feb 2012 12 50 30 GMT YA Mary Kay doc com metavistech connector feedback ConnectorException A F amp ApplicationUpdate 20 Feb 2012 12 50 30 GMT YA Miami Dade County Public Schools doc com metavistech connector feedba ne ApplicationUpdate 20 Feb 2012 12 50 31 GMT Monsante Company doc com metavistech connector feedback ConnectorE F
117. y turn on the Copy SharePoint Designer Objects option in the Copy List section of Profile Manager Profile Manager is available from the Help ribbon See Appendix 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 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 Contents amp 2 Progress Sharepoint Designer Objects in Just a team site gt Shared Documents Mame Type Fz Upload aspx Document Ez Thumbnails aspx Document z repair aspx Document Fz Explorer wiew asps Document Ez EditForm aspx Document Ewi template datx Document Ez DispForm aspx Document Ez AllTkems aspx Document Fz Combine aspx Document L Document Folder G Email Folder 3 Copy paste or drag n drop SharePoint Designer objects to a destination site list 106 Quest Migration Solutions for SharePoint 4 5 User Guide Preserving Content Authorship and Approve Reject Status The default behavior of the application is to retain the core authorship data Created Modified By and Created Modified At For lists with Content Approval enabled an option is provided to retain either the created modified properties or the content approval s

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