Home

Migration Suite for SharePoint 4.7 User Guide

1. 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 E 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 O NOTE The application must be running to execute scheduled migration jobs The defined migration jobs are displayed on the Jobs tab of the Contents area Migration Solution for SharePoint 4 7 User Guide 42 Figure 28 Jobs Tab T9 Contents S Jobs dD Job Type Status Last Run Next Run Source From al Exchange Group Activity Mon Aug 01 af Files Group Activity Mon Aug 01 Library copy List Copy Mon Sep 05 00 00 00 MSD 2011 URL http ksp10 Shared C Site copy Site Copy URL http ksp10 root Off all Documents copy Group Activity Fri Aug 05 13 45 40 MSD 2011 7 UI pa U Creating Jobs 1 Switch to the Project Mode tab in the ribbon 2 Drag and drop or copy paste the objects to be migrated to the intended target location in the Navigator 3 The New Job Wizard starts and prompts you to enter the job name and optional description Figure 29 New Job Wizard New job definition Enter information about this job Job Name Sample job Job Description A gt Advanced Options lt
2. 54 Site Assets 15 Copy Ctrl C Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth40 Site Pages Paste Ctrl V Tasks L Refresh 75 View Contents i Connections reni LE 57 View In Browser ze Local Disk C 2 CD Drive D Use CSV to t 7 Upload Copy Content Outlook c 5 ba B Objects gt A Tag Content 9 Google ZG Upload Public Folders E List Contents Report csv Download Content to File System B Pre migration Analysis Import Alerts al m 4 Shared Documents 2 In the window that is displayed either enter the file location manually or select the CSV file using the button 3 Check the items to copy import 4 Expand Advanced Options and set copy options 5 Tostart the copy process press the Finish button NOTE When copying uploading tagging a library with versioned documents the information entered for the csv file will be applied to each document version If you want to preserve unique information in your document versions enter the following mapping command in the column containing unique information on the versions lt map SOURCE gt where SOURCE is the display name of the column The following tables describe the columns used within these CSV files when importing files to SharePoint and copying files between SharePoint locations Table 8 CSV Format for File Upload to SharePoint Column Name Description Source File Identifies the physical path to
3. 8 NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A Profile Manager for more information 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 Verify the settings on the Summary screen Click Finish to start the site copy The copy progress window is displayed NOTE Click Run in Background to hide the window Running tasks are displayed on the Progress tab in the Content area of the application You can proceed with another copy task When copying is completed a notification window is displayed Migration Solution for SharePoint 4 7 User Guide 24 Figure 12 Summary Screen Summary i Site s copied successfully 9 Click View Log to view the copy log and verify items in the log Migrating Site Collections My Sites The application allows you to copy multiple site collections and My Sites in a single move To migrate site collections perform the following 1 Run Migration Suite for SharePoint switch to the Quick Mode ribbon tab click Copy Sites and select Copy Site Collections My Sites Figure 13 Copy Site Collections My Sites Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode
4. TONS amp CC a SharePoint Cop Paste Site Compare Promote to Site Copy Collection i Connect To Clipboard Delete Copy Site st Library Navigator go gt Copy Site Collections MySites iS new O NOTE Before migrating My Sites make sure e 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 0 Profile Manager is available from the Help ribbon See Appendix A Profile Manager for more information e The target farm is configured to use the same naming format for My Sites as the source farm If they do not match your target SharePoint Server will fail to match users to migrated sites and will create new blank My Sites instead e User profiles cannot be migrated using Migration Suite for SharePoint You can either rebuild user profiles by importing data from the directory or use database attach method to move profiles http technet microsoft com en us library cc263299 aspx SSP 2 On the Select Web Application screen connect to the Central Administration URL and select the web application hosting the source site collections My Sites Migration Solution for SharePoint 4 7 User Guide Figure 14 Select Web Application Screen gt bo s Select Web Application Central Admin URL httpy moss2007 50000 Connect Server Farm Admin CORP administrator Connected to Central Admin URL http moss2007 5
5. for Business O 1 2 3 4 Login to a SharePoint Online site in the browser Click on the OneDrive link in the header at the top of an Office 365 page Copy the site URL from the browser s address line Open the application and specify the OneDrive URL in the Connect to SharePoint wizard NOTE Before connecting the OneDrive site of another user make sure the OneDrive has been provisioned i e the OneDrive site owner has visited it at least once and you have administrator permissions granted either by the OneDrive site owner or using the Set SPOUser commandlet http technet microsoft com en us library fp161375 v office 15 aspx Migration Solution for SharePoint 4 7 User Guide Using Site Collection Discovery You can connect toa 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 O NOTE Site collection discovery does not support SharePoint 2003 1 In the SharePoint Connection Wizard click Discover Site Collections 2 In the Select Web Application window enter the Central Administration site URL and click Connect 3 Select aweb application from the list and click Next to display site collections in the web application 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 sit
6. 3 Specify the CSV file to export alerts to 4 Select site collections to export alerts from and click OK You can use the generated CSV file as is or edit it to remove unwanted alerts When your site migration job completes you can view the migration log to check whether the alerts import succeeded or failed Migrating Workflows Migration Solutions for SharePoint support migration of the following types of workflows e Standard out of the box SharePoint server workflows i e Approval Collect Feedback etc e Declarative SharePoint Designer workflows The application will copy the workflow associations to SharePoint 2007 2010 and 2013 lists which includes the workflow configuration settings O NOTE Workflow state in progress workflow instances and history are not retained during migration There are three ways to copy OOB and SharePoint Designer workflows using the application e Include workflows in a site copy e Include workflows in a list library copy e Copy workflows separately Migrating OOB and SharePoint Designer Workflows To migrate workflows as part of site or list copy 1 Tocopy site level workflows select the Copy Site Workflows option under Site Copy Options in the Site copy wizard 2 Tocopy list level workflows select the Copy Workflows option under List Copy Options in the Site or List copy wizard Migration Solution for SharePoint 4 7 User Guide 71 To copy workflows separately 1 Select the
7. D 519 SPC173_Harmetz ppt D 539 SPC250_Cohen pptx ZD 550 SPC002_Chou pptx ZD 554 SPC251_Newman pptx SD 556 SPCO10_Arenas pptx ZD 557 SPCO11_Petrosky ppt SI A5546 docx B1253 docx SID B3643 docx Type Document Document Document Document Document Document Document Document Document Document BusinessConnectivityServices_model pdf Document BusinessConnectivityServices_model vsd Document ja BusinessConnectivityServices_model xps Document Sn C7334 docx Document Modified 2014 08 18 06 24 52 AM 2014 08 18 06 25 13 AM 2014 08 18 06 25 32 AM 2014 08 18 06 25 52 AM 2014 08 18 06 26 11 AM 2014 08 18 06 26 32 AM 2014 08 18 06 26 50 AM 2012 06 09 02 16 18 PM 2012 06 09 02 16 18 PM 2012 06 09 02 16 18 PM 2013 01 15 11 49 32 PM 2013 01 15 11 49 29 PM 2013 01 15 11 49 36 PM 2012 06 09 02 16 18 PM Modified By Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Alexander Kirillov Original Path C FileUpload A5546 docx C FileUpload B1253 docx C FileUpload B3643 docx Views All Documents v Version 01 01 01 01 01 01 01 10 10 10 X BusinessConnectivityServices_model pdf 0 1 X BusinessConnectivityServices_model vsd 0 1 X BusinessConnectivityServices_model xps 0 1 C FileUpload C73
8. Figure 15 Copy List Library Screen Copy List Library Specify parameters for list copy Destination Site URL http mss2010 corp spb qsft sites auth401 nutsbolts List Name Team Discussion Profiles List Default 2 lt Copy content types lt Copy Content S Copy Content Permissions lt Copy List Permissions E Deferred Group Copy Copy Views Copy Custom Doc Template Copy Workflows S S D 8 Copy InfoPath Copy Sharepoint Designer Objects m 2 Generate Script 2 Schedule NOTE 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 For lists with Content Approval enabled an option is provided to approve reject selected content For more information please refer to Preserving Content Authorship and Approve Reject Status Advanced migration settings allow you to perform incremental copy user and template mapping and exclude specified web parts from included pages during file copy Migration Solution for SharePoint 4 7 28 User Guide Figure 16 Advanced Options Incremental copy Last days Apply Filter Filter Re Map Users Load Re Map Site and List Templates Load Remove WEB Elements Lo
9. Invalid Characters Copy Content M 39 Invalid Name Endings Include versions Iv allversions 10 i K Sabeel Copy Content Permissions D Copy List Permissions Vv Copy Views Iv Copy Custom Doc Template E Copy Workflows E Copy InfoPath v Copy Sharepoint Designer Objects D Copy Hidden Fields D Defer Required Fields CT Authorship Preserve Created Modified Propertie Advanced Options K Apply Reset to Default Values Close 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 NOTE The options shown are unique to each operation and are not inherited to higher level operations e g changes to item level profiles are not inherited by list or site level profiles Migration Solution for SharePoint 4 7 User Guide 82 NOTE Global Variables profile is primarily intended for diagnostic purposes and should not be modified unless advised to do so by Dell Support You can specify the amount of memory that can be allocated for the application in the Memory Management page of Profile Manager EE Profile Manager xi lE Copy Items m Copy List Memory Management gi Copy Site E copy Permission Total Memory Detected 2047M Download Content i 2 Upload Copy Content Configured Memory 1024 5 Global Variables P Password Manager Recommended Memory l 1023M AB Invalid Characters
10. File Name can be used to recreate the versions in SharePoint To implement this functionality use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field If left blank the default version level will be used during import Specifies the comment that will be used when importing items NOTE When copying tagging a library with versioned documents using the csv will apply the information entered for the file to each of the versions If your versions contain unique information you can use the following mapping command in the column that contains unique information on the versions lt map SOURCI E gt where SOURCI E is the display name of the column Migration Solution for SharePoint 4 7 User Guide Appendix C Command Line Reference In addition to running migration tasks interactively or on schedule in the UI you can script your migrations by invoking the command line utility included with the application ProgramFiles Dell Migration Suite for SharePoint dell Launcher exe The most convenient way to generate the command line is to use the Generate Script button available in most copy wizards Figure 57 Generate Script Button Z Generate Script NOTE Note that Generate Script is only available in the Quick Mode Figure 58 Command Line Script QuestDM cmd importfiles path Y Arthur J Gallagher and Co doc trgtsite http mss2010
11. NOTE It is recommended to grant Site Collection Administrator permissions either explicitly or viaa web application policy 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 Migration Solution for SharePoint 4 7 User Guide Table 4 Required Permissions Source Required Permissions Exchange Public Folders Reviewer File System The application connects to local disks and mapped file shares as the currently logged on user You can run the application as a different user Run As to access the local file system beyond your current permissions Use stored network passwords in Windows to access remote file shares as a different user Table 5 Required Permissions Source Required Permissions Read Local File System Read NTFS and share permissions Remote Shared Folders Migration Solution for SharePoint 4 7 User Guide Installation Migration Solutions for SharePoint are client side applications that can run on any Windows computer with Internet and network access to SharePoint servers Pre Installation Checklist Before installing any of the Migration Solutions for SharePoint ensure your system meets the following minimum requirements X86 1GHz or higher processor 1 5 GB of R
12. New Memory Allocation 2072m lt 0 Invalid Name Endings Memory Management Save 19 Static URL Replacement A profile selection field is available for most core operations and wizards To select an alternate profile use the provided drop down field Migration Solution for SharePoint 4 7 User Guide Figure 54 Profile Selection Field Copy Site Properties Site Name justteam Site Title Just a team site Profiles Site Default gt Site Copy Options TT gt List Copy Options A gt Advanced Options L wy gt Look and Feel Options O NOTE Note that individual options may still be changed regardless of the selected profile Migration Solution for SharePoint 4 7 User Guide 84 Appendix B CSV Based Migration Dell migration tools allow users to import files and messages into SharePoint and copy and documents between SharePoint sites and libraries using CSV files These files are typically generated automatically when you choose the Create CSV option in the copy wizard and contain the necessary metadata required to import content They may be modified using Microsoft Excel or any text editor Creating a CSV File To create a CSV file 1 Select the Create CSV File for Uploading Tagging or Copying Files option under Advanced Options in the copy wizard Migration Solution for SharePoint 4 7 User Guide Figure 55 Create CSV File for Uploading Tagging or Copying File
13. Online Migration API to increase the migration performance he SharePoint Online Migration API is designed to handle content and content related attributes metadata and item permissions only Site creation permissions views workflows content types etc are migrated using a number of other available APIs outside of this new functionality Migration Solution for SharePoint 4 7 User Guide 30 Prerequisites and Limitations e Azure storage account It is required to have an Azure Storage Account You can use an existing Azure subscription or create a new one Note that some Office 365 plans include Azure Storage e File size limitation At present the SharePoint Online Migration API only supports files up to 2 GB in size To enable the Azure Turbo mode 1 Start any Migration Suite for SharePoint wizard that is intended for data copying 2 On the Properties or Summary step of the wizard expand Advanced Options and select the Enable Azure Turbo Mode option 3 Complete the wizard to start the migration E 3 BIB Summary Content total summary Target Content Location Site URL https questsoftware sharepoint com sites alex List CMS India Folder Content Type Document 1 documents will be updated Profiles Item Default lt save New Al v Advanced Options D Overwrite if file exists D Incremental copy Last ays CO Copy Permissions O Remove Folder Structure U Defer Required Fie
14. Team Site 259 Documents MA MicroFeed d L Shared Documents TER Site Assets v Site Pages Generate Script lt Back Next gt Finist Cancel 4 On the next step you can choose from a number of available list copy options i e what objects and settings are included in the copy Use the built in help buttons to get more information about specific options O NOTE The application includes a convenient tool to manage list copy settings using predefined profiles See Appendix A Profile Manager for more information For information on migrating out of the box workflows please refer to Migrating Built in Workflows For lists with 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 For more information on user and template mapping see User Mapping and Template Mapping respectively You can also exclude specified web parts during file copy For more information see Excluding Web Parts 5 On the Summary screen click Finish to start the lists copy Azure Turbo Mode Azure Turbo enables an alternate approach to the traditional methods that were previously used for migrating content into Office 365 SharePoint Online and OneDrive for Business Now Migration Suite for SharePoint can utilizes new Microsoft SharePoint
15. You can select multiple files using CTRL or SHIFT Drag or copy paste the selected files to the destination document library in the Navigator The File Copy Wizard starts On the Location step confirm the destination or select another site or list OY S ee ee On the Properties tab review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping NOTE Metadata mapping supports only standard properties of files and Office documents Mapping of other metadata formats e g PDF is not supported 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 O NOTE You can choose the Create CSV File for Uploading Tagging or Copying files option to import files using a CSV file instead of uploading them immediately See Appendix B CSV Based Migration for more information on CSV based file import Migration Solution for SharePoint 4 7 User Guide 57 8 Click Finish to start file upload 9 When the task completes you can see the upload log Migrating NTFS Folder Permissions You can map NTFS permissions of remote and local file folders to SharePoint permission levels on the folders in the target document library O NOTE File level NTFS and share permissions are not supported in the current version To enable migration of folder permissions select the Copy Permiss
16. arrow next toa specific field in the Properties Screen All actions within this screen only apply to that field its name is displayed at the top of the window Keep Original Value selecting this check box will negate any changes made in this screen Set to Empty Value selecting this check box will remove any existing value from the field Auto Tag selecting this check box will place an appropriate value in the field based on document analysis NOTE Auto Tag works with choice person group lookup fields and managed metadata and can tag files imported from file systems and public folders 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 Migration Solution for SharePoint 4 7 User Guide 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 in the Available Values list O NOTE This option is only available if Data Analysis Mode is enabled You may select any of these specific values to be copied to all items involved in the operation If none of the values is selected the functionality will follow the logic described in Available Columns Migration Solution for SharePoint 4 7 User Guide Mi
17. corp spb qsft QuestDM cmd importfiles path Y BMW doc trgtsite http mss2010 corp spb qsft sites qdrive trgtlist QuestDM cmd importfiles path Y CGI Insurance Business Services doc trgtsite http mss2010 corp spb QuestDM cmd importfiles path Y Del Monte Foods doc trgtsite http mss2010 corp spb qsft sites qdr QuestDM cmd importfiles path Y Enterprise Rent A Car doc trgtsite http mss2010 corp spb qsft sites QuestDM cmd importfiles path Y Getronics doc trgtsite http mss2010 corp spb qsft sites qdrive trgt QuestDM cmd importfiles path Y Mary Kay doc trgtsite http mss2010 corp spb qsft sites qdrive trgt QuestDM cmd importfiles path Y Miami Dade County Public Schools doc trgtsite http mss2010 corp QuestDM cmd importfiles path Y Monsanto Company doc trgtsite http mss2010 corp spb qsft sites QuestDM cmd importfiles path Y MTV doc trgtsite http mss2010 corp spb qsft sites qdrive trgtlist QuestDM cmd importfiles path Y Parks Canada Agency mht trgtsite http mss2010 corp spb qsft sites QuestDM cmd importfiles path Y Sheppard Mullin Richter and Hampton doc trgtsite http mss2010 c QuestDM cmd importfiles path Y Statoil pdf trgtsite http mss2010 corp spb qsft sites qdrive trgtlist QuestDM cmd importfiles path Y TUV NORD Group doc trgtsite http mss2010 corp spb qsft sites qd QuestDM cmd importfiles path Y Victoria Department of Education and Training
18. enter anything into this field Identifies the last content modification date which is extracted from the file system If left blank the value will be set to the current date and time Identifies the user who created the content If left blank the value will be set to the user currently logged into SharePoint Identifies the user who last modified the content If left blank the value will be set to the user currently logged into SharePoint For versioned libraries identifies the version level for the item being imported Major or Minor If a quasi versioning system was used in the file system this field along with the SharePoint File Name can be used to recreate the versions in SharePoint In order to implement this functionality use the same file name in the SharePoint File Name field and then specify the appropriate version Migration Solution for SharePoint 4 7 User Guide Column Name Version Comment Table 9 CSV Format for SharePoint to SharePoint Copy Column Name Source SharePoint Site Source SharePoint List Source SharePoint File Target SharePoint Site Target SharePoint List SharePoint File Name Content Type Custom Fields Created At CSV ID Col Modified At Description 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 Description Identifies the source site for the
19. from the previous version the default workspace location is C Users username QuestMS For earlier versions of Windows it will be stored in the Documents and Settings directory To change the default workspace location perform the following steps 1 Close the application 2 Create anew folder in your drive e g C DellMS 3 Goto ProgramFiles Dell Migration Suite for SharePoint dell configuration and open the config ini file for editing O NOTE Please note 1 This folder is hidden so you may need to show hidden files folders in Folder Options 2 Use WordPad to open the file 3 You may need to start WordPad using the Run as Administrator option to overcome Windows security settings 4 Edit the last line of this file Change osgi instance area default user home DellMS to osgi instance area default c DellMS note that the forward slash is used instead of back slash 5 Save and close config ini 6 Start the application The workspace stores the following data e License Information e The project directories that are displayed in the Navigator pane which includes the cache of the site structure e Log files metadata e Temporary connection properties used by the tool e Project Mode jobs e Various settings and filters used throughout the application interface The following types of logging information are stored within the workspace 1 Quick Mode logs these logs are displayed after a Migration Manager oper
20. history trail 1 Double click on the job in the jobs list 2 The job history trail be loaded into the History pane Figure 33 History Pane 4 27 12 12 35PM 4 27 12 12 37 PM Run Activity 3 Expand the log item you need and click View Log Migration Solution for SharePoint 4 7 User Guide 45 Figure 34 View Log Button 7 Conten L ss 1809 ws URL http mss20 10 corp spb o DS Copy 27 Apr 2012 08 35 17 GMT Update pending type Document in List Library Shared Documents oS Copy 27 Apr 2012 08 35 17 GMT Update pending type Folder in List Library Shared Documents DIS copy 27 Apr 2012 08 35 17 GMT Create content type Email DIB Copy 27 Apr 2012 08 35 21 GMT Create pending type Email in List Library Shared Documents DS Copy 27 Apr 2012 08 35 22 GMT Copy Views for List Library Shared Documents D ItemCopy 27 Apr 2012 08 35 24 GMT http mss2010 corp spb qsft sites auth40 1 justteam Shared Documents Ampacet doc size 738360 OG copy 27 Apr 2012 08 35 29 GMT Copy Permissions for List Library Shared Documents 5 Double click on alog item to view more details 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 Migration Solution fo
21. not specified the analysis will identify and highlight templates based on a pre determined list of out of the box SharePoint templates If a template is marked as Condition 3 it was not recognized as an out of the box template e Analyze Site Features Site Features can provide additional functionality to SharePoint To ensure site features are available this option will scan each site to identify which features have been activated NOTE If a target location was specified the analysis will compare the list of activated features in the source with the list of available features in the target location If a feature is marked as Condition 3 it was not detected as an available feature in the target location If a target location was not specified the analysis will identify and highlight features based on a pre determined list of out of the box SharePoint features If a feature is marked as Condition 3 it was not recognized as an out of the box feature e Analyze Site Web Parts Web Parts allow users to modify the behavior and appearance of SharePoint pages To ensure web parts are available this option will scan each page and identify which web parts have been placed NOTE The analysis will identify and highlight web parts based on a pre determined list of out of the box SharePoint web parts If a web part is marked as Condition 3 it was not recognized as an out of the box web part e Include Sub sites Enabling this option will in
22. object group nodes to see the difference between sites lists Migration Solution for SharePoint 4 7 User Guide Figure 27 Site Compare Screen List Library 4 E gt New OOB Team Site 4 ff Column Groups e Content Types 4 g Lists m List Composed Looks 0 List Documents T List Master Page Gallery M List MicroFeed 00 List Shared Documents 10 List Site Assets 1D List Site Pages 4 75 Permissions L New OOB Team Site Owners Full Control R New OOB Team Site Visitors Read R New OOB Team Site Members Edit EQ Groups WebParts tal Site URL https questsoftware sharepoint com New OOI Copy from Left to Right m Column Group Custom Columns has differences 2 Ste URL https questsoftware sharepoint com collabore List Library Copy from Right to Left amp Collaboration fal Column Groups al Content Types i Lists E List Announcements E List Calendar T List Composed Looks List FAQs List Links ill List Master Page Gallery Gl List MicroFeed m List Projects I List Shared Documents 9 List Site Assets I List Site Pages List Tasks E List Team Discussion B Permissions 8 i 0 f membership alexander kirillov questsoftware onmicro R Groups 3 WehParts m Column Group Custom Columns has differences 2 Legend m l 23 Full Compare Load Compare Report
23. of data if instructions are not followed A WARNING A WARNING icon indicates a potential for property damage personal injury or death IMPORTANT NOTE NOTE TIP MOBILE or VIDEO An information icon indicates supporting information Migration Solution for SharePoint User Guide Updated June 2015 Software Version 4 7 Contents Introduction to Migration Solutions for SharePoint 2222 e eee eee eee 6 Required Permissions 2 00 2 2c c cece cece cece c cece cece cece ee cceeeeeeeeeeeeeeeeeeeeeeseeees 7 Source SharePoint Sites 2 2 2 0 0 20000 aa dR ccc cece cece cece cece a RN ha R R RA R 7 Target SharePoint Sites 7 Exchange 7 Pe S 2555 ote chs N E ito ac ete sis patty A fae cence tee ee gt ees 8 Installation 2 2 2 cece eee eee cence cee eee e ee a eee eaeeeeneeeeeaeeeengeeeeneeeeeneeenaes 9 Pre Installation Checklist 9 Product Activation 202200 o occ e eee ee eeeeeeeees 10 Offline Activation 22 00 000 occ c e ccc cece cece cece e ee eee eee cece ee eeeeeceeeeeecceeeeees 12 Working with Migration Solutions for SharePoint 2200 e eee eee eee eee 14 Interface Overview 2 0 eee eee eee cent eee ee eee eeeeeeeeeaees 14 Navigator VieW 0 0000 cece cece cece cece cece cece cece cece eee cece eeeeeeeeeeeeceeseeeeeeeeeerseeeees 15 CONCERNS ANCA jetg sco OS ee a gs se edges cin ates eee ide ve ues Mewes eos aoe 16 Connections T 17 Connecting to SharePoint 2 2
24. or 3 status i e the items where the tool has detected a potential issue for your consideration File Share Analysis Parameters In the File Share Pre Migration Analysis wizard you can set the following parameters e File Path Length This option will scan the specified file share location and identify file path lengths that are Equal Greater Than and Less Than the defined value Optionally you can include a Target Location in your analysis which will subtract the total length of this entered location from the defined limitation resulting in a more accurate File Path limitation estimate O NOTE The effective file path length is recommended not to exceed 256 characters Please note that this value also includes the SharePoint domain server name which may not be accounted for in this analysis e Component Name Length SharePoint enforces limits to the number of characters in a path component more specifically this path component refers to the length of the name of files and folders This option Migration Solution for SharePoint 4 7 67 User Guide will identify which items are Equal Greater Than and Less Than the defined length NOTE The effective limit of a path component is recommended not to exceed 128 characters Name Contains Invalid Characters Certain characters and their placement are considered invalid and therefore forbidden to be used in standard SharePoint naming conventions This option will scan the file share
25. parameters Migration Solution for SharePoint 4 7 68 User Guide Advanced Migration Features In this section e Migrating E mail Alerts e Migrating Workflows e Migrating SharePoint Designer Objects e Migrating Term Store Data e User_Group Mapping e Template Mapping e Excluding Web Parts from Migration Migrating E mail Alerts Dell SharePoint migration tools allow you to copy e mail alerts when copying sites The option is not enabled by default and you need to use the Enable copy alerts option in the Global Variables section of Profile Manager Migration Solution for SharePoint 4 7 User Guide Figure 44 Profile Manager Enable Copy Alerts EE Profile Manager Copy Items I copy List wa Copy Site B Copy Permission ES Download Content Enforce MS Office Metadata 7 Upload Copy Content Regional Date Format Global Variables P Password Manager G Invalid Characters License Server Eg Invalid Name Endings Keep Original WEB Parts Make Required Fields Optional Global variables Name Authentication Preference Enable browser connect Enable copy alerts Enable new term workaround CSV Separator Encoding for templates Quick Term Lookup Enable suffix on message meeting res Refresh After Copy Enable Automatic Updates Apply Reset to Default Values NOTE Pr
26. the file that will be uploaded Migration Solution for SharePoint 4 7 User Guide 87 Column Name Target SharePoint Site Target SharePoint List SharePoint File Name Content Type Custom Fields Created At CSV ID Col Modified At Created By Modified By Mark Version Description Identifies the target site for the file listed in the source file column The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file In order to take advantage of this feature the CSV file must be uploaded on asite not alist level Identifies the target list for the import Identifies the SharePoint item name that will be used for the import is used to identify folders Identifies the SharePoint content type that will be used for the import This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Any custom fields would be listed following the content type These fields must already exist within the target SharePoint list and content Type The values entered here must also pass any SharePoint validation or restrictions for the corresponding field Identifies the content creation date which is extracted from the file system If left blank the value will be set to the current date and time This is areserved field utilized for incremental copy functionality Do not
27. you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended destination location or use Copy Paste Migrating Web Parts Migration Solutions for SharePoint support migration of web parts used within a site list or web page To migrate web parts for a site 1 Right click on the site in the Navigator 2 Expand the Objects menu item and select Show WebParts 3 The application will show all web parts for the selected site 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 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 3 The application will show all web parts for the selected list 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 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 Migration Solution for SharePoint 4 7 User Guide 36 Figure 22 Show WebParts for a Web Page Progress Contents 3 JA gt Site Pages Name Type Modified By Modified 4 Homeasp B Copy Ctrl C f __ How To Use Thi L C Test0Las
28. 0000 Web Application Name URL SharePoint 80 http moss2007 SharePoint 8888 http moss2007 8888 SharePoint mysite200780 http mysite2007 SharePoint Central Administration v3 http moss2007 S0000 Cancel O 5 Select the site collections to be migrated On the Copy Site Properties screen connect to the target farm s Central Administration site and specify the target managed path for the site collection s On this step you can also adjust the site collection copy options Use the built in help buttons to get more information about specific options NOTE Check the objects and settings for migration deliberately For better performance include the items you need to be migrated only Advanced Options allow you to overwrite existing files perform incremental copy filter items perform user and template mapping copy e mail alerts and exclude specified web parts from included pages during copy For more information on user and template mapping see User Mapping and Template Mapping respectively For more information on copying e mail alerts see Migrating E mail Alerts For more information on excluding web parts from migration see Excluding Web Parts You can also filter list items and documents based on their metadata by specifying the filtering conditions NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix
29. 22 o occ eee ccc cece cece cece cece cece eeeeeeeeeeeeeeeeeceeeeeees 17 Connecting to OneDrive for Business 02 0000 c cece cece cece cece cece eeecceeeeeceeeeeeeeeeees 19 Using Site Collection Discovery 2 2 ccc cece cece cece cece eee aa oaa oaaao aaora araa 20 Password Manager aac cece cece cece cece aaa aR AR Raga RRR Ran R Raa 20 Kerberos Authentication 0 0 00 0 2 2020 eee eee e ence ee eeeeeeeeeeees 21 Claims Based Authentication 2 22 02 0 000 220 ee ee eeeeeeee 21 Migrating SharePoint Content _ 202 0 2200 eeeee 22 Supported SharePoint Environments eee e cece eee ee cee eeeeeeeeesenneeeeneeees 22 Supported Object Types 00 2200 c ccc cece cece cece e cece cceeeeeeeeeeeeseeeeeerees 22 Migrating Sites 22 05 2 aA A aa a EE EaR 23 Migrating Site Collections My Sites 25 Migrating Lists and Document braies 2 20 eee ce ec ceeceeceeeecee eee eee e eee 27 smale LISt CODY cen fa th oa wes Ns reg ei ie ete es 27 Multiple Lists Copy 22 00022 o coc cc RRR 29 Azure Turbo Mode 30 Prerequisites and Limitations 1 0 2 0 occ e eee e eee ee eeeeeeeeees 31 Migrating Individual Items Documents 220 220 2 22 cece eee e eee e cence cece e eee eeeeeee 32 In Place Content Tagging 002 a e 09 a 0 Zae ar e cece cece AR Ra RAR R AA R 34 Migrating Site Objects and Permissions 22000 cece cece cece cceccceceeeceeeeeeeeeeees 34 Migration Solution for Sh
30. 3327 A SC Request Form Richard Carlin 83586 SC Required 84522 tes 4246 Updated KD S Mercer Webex 96526 European Public Holidays Portable Training Units E Pre ProductionJAVA E Professional Services BD Julie Grosvenor 1081 Public Folder Alias Test 7488 Modified At 2005 09 14 13 42 08 2006 02 21 13 45 00 2007 07 18 14 58 19 2007 07 18 15 01 29 2006 02 06 16 08 01 2006 02 06 16 02 25 2006 08 02 17 15 29 2005 07 19 16 03 14 2005 09 19 12 49 02 2006 02 28 18 58 19 2005 07 31 14 24 55 2006 02 14 12 59 36 2006 05 11 14 56 20 2006 02 08 16 27 21 2006 01 05 14 35 47 2006 02 10 15 32 36 2005 07 01 19 46 41 2006 02 06 16 07 30 2004 09 17 15 32 58 2009 08 27 23 08 17 Select the items you want to copy in the Contents pane use CTRL and SHIFT to multi select Drag the selection or use Copy Paste to the desired SharePoint list library in Navigator The Item Copy Wizard starts On the Location step confirm or change the target list library On the Properties step review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping 7 On the Summary screen you can choose from a number of available copy options For more information on user mapping refer to User Mapping O more information on CSV based file import NOTE You can choose the Create CSV File for Uploading Tagging or Copying files option to import files usin
31. 34 docx 10 Migration Solution for SharePoint 4 7 User Guide 16 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 Site and list permissions SharePoint groups Permission levels Web parts List views SharePoint Designer workflows InfoPath forms SharePoint Designer objects Term sets SharePoint 2010 or higher only Connections Area The Connections pane connects you to your file system mapped disk and Outlook content Figure 6 Connections Area l F Connections 2 L D lt Local Disk C 3 CD Drive D Outlook Connecting to SharePoint Migration Solutions for SharePoint provide multiple connection approaches and different authentication schemes To connect to SharePoint 1 Click the Connect To Site button on the Home ribbon Migration Solution for SharePoint 4 7 User Guide 17 Figure 7 Connect To Site Button Home View Quick Mode
32. A Profile Manager for more information Verify the settings on the Summary screen and then click Finish to start the site collection copy The copy progress window is displayed NOTE Click Run in Background to hide the window Running tasks are displayed on the Progress tab in the Content area of the application You can proceed with another copy task Migration Solution for SharePoint 4 7 User Guide 6 When copying is completed a notification window is displayed 7 Click View Log to view the copy log and verify items in the log Migrating Lists and Document Libraries You can migrate one or more lists libraries between two SharePoint sites including content versions permissions etc The List Copy wizard offers various copy options so that you can select what list settings and content you want to copy Single List Copy 1 Select the source list in the Navigator pane 2 Drag your selection onto the desired target site or use Copy Paste to start the List Copy Wizard O NOTE You can also start the List Copy wizard by clicking the Copy List action in the ribbon 3 On the Copy List Library step you can change the list name and choose from a number of available list copy options i e what objects and settings are included in the copy Use the built in help buttons to get more information about specific options NOTE Changing the list name will change the list URL Migration Solution for SharePoint 4 7 User Guide
33. AM 250MB of free disk space 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 Outlook 2007 or 2010 with a configured profile to connect to Exchange public folders Exchange Server 2003 and higher NOTE Both Microsoft Outlook and Migration Solutions for SharePoint must be the same bit version Migration Solutions for SharePoint 64 bit will fail to work with 32 bit version of Outlook and vice versa Regardless of which product you select the same installer is used To install the product perform the following 1 2 3 4 5 6 Extract the contents of the download package to a folder on your computer Run DellMsSetup exe or DellMsSetup64 exe depending on your operating system Accept the Dell Software license agreement Specify the installation folder Wait for the setup wizard to install Migration Solutions on your computer Click Finish to complete the setup Migration Solution for SharePoint 4 7 User Guide Product Activation Each of the Migration Solutions for SharePoint needs activation before you can use the product on your computer Your license will enable the particular product edition you own 1 When you start the application the first time the Registration window is shown prompting to activate the installation Migration Solution for SharePoint 4 7 User Guide 10 Figure 1 Registration Window
34. Back Next gt Finish 4 Toset aschedule for the job expand the Scheduling section and click Schedule to open the Scheduled Task Wizard Migration Solution for SharePoint 4 7 43 User Guide Figure 30 Scheduled Task Screen G SIR Scheduled Task Schedule the recurrence for this operation Title Sample job Perform this task One time only Daily Weekly Monthly ack Next gt Finish Ico 5 When you complete the wizard the schedule you defined will be displayed in the New Job Wizard Figure 31 Scheduling Defined 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 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 Migration Solution for SharePoint 4 7 User Guide 44 Figure 32 Run Button Public Folders ProjectMode Reports Help ee fea Delete Change New Run Using Run Target Site CSV File Incremental Group Action 3 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
35. ConnectTo Clipboard 2 In the connection window specify the name for the connection select which connection type to use and enter the connection URL The following connection types are available e SharePoint Site or Site Collection On premises or Office 365 This establishes a connection directly to a SharePoint site or site collection both SharePoint on premises and Office 365 SharePoint Online site connections are supported with this type If you select this type of connection specify the SharePoint site URL By default when the application connects toa site it loads its contents lists but not sub sites The tool will load them when you expand the site tree You can choose to load sub sites and their contents in the Connection Wizard using either of the following options e Load Entire Sub Site Structure selecting this option will load the entire sub site hierarchy below the current site To expedite the loading process no additional objects will be loaded into the sub site You may double click any sub site to load its objects individually e Load Entire Sub Site Structure and Objects Selecting this option will load the entire sub site hierarchy below the current site along with all their objects e On premises Farm Central Administration required This establishes a connection toa SharePoint farm so you can view all site collections within your farm SharePoint on premises 2007 2010 2013 is supported with thi
36. 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 ee 2 Click Turn ON Data Analysis __ 1 at the top of the tab NOTE Data Analysis Mode may slow down the application depending on the number of selected items Disable Data Analysis mode if you no longer need it To disable Data Analysis Mode 1 Double click on any SharePoint list to open the Contents tab 2 Click Turn OFF Data Analysis at the top of the tab Properties Screen This screen is used to tag the selected list of items Migration Solution for SharePoint 4 7 59 User Guide Figure 42 Properties Screen lbas Properties Specify target metadata Content Type gt Name lt Copy Value From Name gt T Is Title lt Copy Value From Title gt a Z Created At lt Copy Value From Created At gt M Modified At lt Copy Value From Modified At gt N Created By lt Copy Value From Created By gt gi i Modified By lt Copy Value From Modified By gt 9 s indicates a required field Save Te
37. D a Come o O S Activation Status EEE e Your Activation Code Activate Automatically Activate Manually if Automatic Activation is not available License 2 Enter your trial or purchased activation code 3 If your computer is connected to the Internet via a proxy click Configure Proxy and enter your proxy server settings 4 Click Activate Automatically 5 The activation status will read License is Valid and turn green after a successful activation Migration Solution for SharePoint 4 7 User Guide Figure 2 Activation Status License is Valid Activation Status Your Activation Code eUi cl ffd 3a45 472e a77c 4d3e9061d31f Product License Activation e01 cl ffd 3a45 472e a77 c 4d3e9061 d31f Client SP MigrationBeta quest com Seat 001 DEO719F27 001 C2334 F904 Sites 100000 Expiration 2011 09 01 Product Migrator Modules ChangeManager Exchange FileSystem Office365Enabled Size Limit 1 Item Limit 1 Signature MCOCFB4GlreIX76uF2B9JEkFobWph66yAhUAjeUWup3Tj L44653MGBKuxAdHEdE LICENSE END 6 Click Complete Activation to proceed Offline Activation If the computer you install the application on is not connected to the Internet use the manual activation option Migration Solution for SharePoint 4 7 User Guide 1 Copy and paste the provided code into the Activation Code field 2 Click the Activate Manually button Copy the complete URL toa text file and save the text file that can be moved t
38. Dell Migration Solutions for SharePoint 4 7 User Guide 2015 Dell Inc ALL RIGHTS RESERVED This guide contains proprietary information protected by copyright The software described in this guide is furnished under a software license or nondisclosure agreement This software may be used or copied only in accordance with the terms of the applicable agreement No part of this guide may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Dell Inc The information in this document is provided in connection with Dell products No license express or implied by estoppel or otherwise to any intellectual property right is granted by this document or in connection with the sale of Dell products EXCEPT AS SET FORTH IN DELL TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT DELL ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NON INFRINGEMENT IN NO EVENT SHALL DELL BE LIABLE FOR ANY DIRECT INDIRECT CONSEQUENTIAL PUNITIVE SPECIAL OR INCIDENTAL DAMAGES INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFITS BUSINESS INTERRUPTION OR LOSS OF INFORMATION ARISING OUT OF THE USE OR INABIL
39. ITY TO USE THIS DOCUMENT EVEN IF DELL SOFTWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES Dell makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice Dell does not make any commitment to update the information contained in this document If you have any questions regarding your potential use of this material contact Dell Inc Attn LEGAL Dept 5 Polaris Way Aliso Viejo CA 92656 Refer to our web site www software dell com for regional and international office information Patents This product includes patent pending technology is protected by U S Patent n nnn nnn is protected by U S Patent n nnn nnn Additional Patents Pending Trademarks Dell the Dell logo and add any other marks contained in this document here are trademarks of Dell Inc and or its affiliates Other trademarks and trade names may be used in this document to refer to either the entities claiming the marks and names or their products Dell disclaims any proprietary interest in the marks and names of others To determine what trademarks to add review your document for any of the trademarks listed here on http iq legal tm r list asp Any references should be listed in the trademark paragraph Legend CAUTION A CAUTION icon indicates potential damage to hardware or loss
40. Online Source Target Source Target Migration Suite for SharePoint Migration Manager for SharePoint Supported SharePoint Environments e SharePoint Online Office 365 and BPOS or other hosted SharePoint services e SharePoint Server 2013 e SharePoint Foundation 2013 e SharePoint Server 2010 e 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 e Term sets terms and managed metadata columns e Users groups permission levels permissions and permission inheritance NOTE Migrating back to an earlier version of SharePoint is not supported O You can run your migration tasks real time or schedule them for execution at a specific time Migration Solution for SharePoint 4 7 User Guide For real time migrations go to the Quick Mode tab Figure 9 Quick Mode Tab Migration Suite for SharePoint Home View l Quick Mode File Manager Public Folders Project Mode YB xk amp oR SharePoint Col Paste Copy Site Compare Promote to Site Copy S
41. Setup exe and follow the steps of the installation wizard Select web applications to deploy the service to NOTE The extension service is provided as a SharePoint solution package You can use the solution file to install and deploy the extension service to the farm using standard SharePoint tools Migration Solution for SharePoint 4 7 64 User Guide Pre Migration Analysis Migration Solutions for SharePoint come with the Pre Migration Analysis feature that allows you to perform a pre migration assessment of your file system file shares or SharePoint environment to identify potential problems with the selected files that would prevent their migration into SharePoint NOTE The pre migration analysis works for file systems and file shares that can be mounted as a networked drive NOTE During the SharePoint pre migration analysis only site level features will be analyzed The analysis of site collection level features is currently not supported To perform a pre migration assessment Right click on the site or file share you want to run pre migration analysis on and select Pre 1 migration Analysis Alternatively you can go to the Quick Mode tab of the ribbon and click e the SharePoint button to perform pre migration analysis of your SharePoint e the File Share button to perform pre migration analysis of your file system or file share In the appeared dialogue specify the site or file share location from where the pre mi
42. ad For more information on user and template mapping see User Mapping and Template Mapping respectively For more information on excluding web parts from migration see Excluding Web Parts You can also filter list items and documents based on their metadata by specifying the filtering conditions NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A Profile Manager for more information 4 Click Finish to start the list copy 5 The copy progress window is displayed NOTE Click Run in Background to hide the window Running tasks are displayed on the Progress tab in the Content area of the application You can proceed with another copy task 6 When the copy is completed a notification window is displayed Multiple Lists Copy 1 Select the source lists in the Navigator pane Use CTRL or SHIFT keys to select multiple lists 2 Drag your selection onto the desired target site or use Copy Paste to start the List Copy Wizard O NOTE 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 Migration Solution for SharePoint 4 7 User Guide Figure 17 Copy Lists Libraries Screen Leesa List Library Selection Select items to update in the target site s 4 ZIP New OOB Team Site https questsoftware sharepoint com New OOB
43. ad sub site structure Load entire sub site structure Load entire sub site structure and objects Specifies a web application Migration Solution for SharePoint 4 7 User Guide 94 Table 15 Copylist Parameters Parameter donotcopycontenttypes copylistcontent mapping copylisthistory copylistpermissions includeHiddenFields deferredgroupmembership copylistviews copylisttemplates usermapping path templatemapping path webpartsfile path trguseproxy copyworkflows infopath Table 16 Copysite Parameters Parameter asnewsite asnewsitecollection url copysubsites copypermissions copygroups copywebparts copycollectionfeatures copyfeatures copycontenttypes copylists copylistcontent Description Do not copy list content types Copy list content Copy list content with metadata mapping properties optionally you can change the list content type for example mapping C Uses chrisk MV Desktop MetadataMap mvmap Copy version history Copy list permissions Copy list level hidden fields Update membership of the groups during permissions migration Copy list views Copy list templates Pass CSV file with users mapping to the copy operation Pass CSV file with list templates mapping Pass CSV file with webparts to be removed from the page Use proxy to target site Copy workflows Copy InfoPath forms Description Copy site as new site Copy site as new site collection Copy site w
44. alue From Created At gt lt Copy Value From Modified At gt lt Copy Value From Created By gt lt Copy Value From Modified By gt Save Template l Load Template indicates a required field 5 On the Summary screen you can choose and configure item copy options O NOTE You can check Create CSV File for Uploading Tagging or Copying Files to create a CSV control file for selected documents instead of copying them You can make changes to the file and use it to copy items later See Appendix B CSV Based Migration for more information For more information on user mapping see User Mapping You can also filter list items and documents based on their metadata by specifying the filtering conditions For information on removing web parts from migration see Excluding Web Parts NOTE The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles See Appendix A Profile Manager for more information 6 Click Finish to start copying items Migration Solution for SharePoint 4 7 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 Double click the list library in Navigator to load its content into the Contents tab 3 Select the items you want to ta
45. arePoint 4 7 3 User Guide Migrating List Objects Rae aeaaea aa Renea RRR R EES 35 Migrating Web Parts 2 2 0 0 0 2 2 c ccc ccc cece cece cece cece cece cece ee eeeeeeeeeeceeceeeeeeseeeees 36 Repeating Migration for Failed Objects 0 202 00 2 cece eee eee eee eee eens 37 Using Site Compare 2 2 ee e e e e e e eee 38 Scheduled Migrations Project Model 42 Cheating JOBS en 25 dao es genes res r fae ee dee hee eee aie 43 Running Jobs 2 22222 0 0c cece cece cece cece cece e cece eee cece eee A eA aE EaR REREN R NEA 44 Tracking Job Risto RRR RR 45 Viewing Modifying Job Properties 22 0 0 22 c ccc ccc ccc e cece cece ce ceeeeeeeeeeeeseeees 46 Incremental Migrations 0 2 22 cece cece cece cece cece e cece cece c cece ceeeeeeeeeeeeeeeeeeeeeeeee 47 Incremental Migrations in Project Mode 0 2 cece eee ccc ccc c cece aoaaa aoaaa anaana 48 Scheduling Incremental Migrations 0 00 0 ccc coe eee eee ce eee eee ennnen 48 Incremental Migrations in Quick Mode 51 Migrating Legacy Content to SharePoint oooeecceeccceeeceeeeeeeeeeeeeeee 53 Supported Sources RRR NAR eee cece eee eee e cece AN R R RN Rae RR Nac a 53 Supported SharePoint Targets 0 00 0 cece cece cece cece cece eee cece ceeeeeeeececeeeeeees 53 Supported Objects a enuk aR ANN RR a R Re RR a Ra R 53 Migrating Exchange Data to SharePoint 2022 02200 e occ eecee eee eee 53 Copy Entire Folder 202 0000 cece
46. ated By Modified By Mark Version Version Comment Description 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 Table 10 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 Custom Fields Created At 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
47. ation is complete They are stored as xml files and located in the appLog directory Migration Solution for SharePoint 4 7 User Guide 101 2 Project Mode logs these logs are located in the activityDataStore directory and stored as xml The history and activity xml files related to the jobs are stored in this location 3 Debug logs these logs are created when the Debug Mode is activated The log bak_0 log etc contain 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 4 Connection logs these logs are created when encountering connection issues and stored to the transport log file Migration Solution for SharePoint 4 7 User Guide 102 About Dell Dell listens to customers and delivers worldwide innovative technology business solutions and services they trust and value For more information visit www software dell com Contacting Dell Technical Support Online Support Product Questions and Sales 800 306 9329 Email info software dell com Technical support resources Technical support is available to customers who have purchased Dell software with a valid maintenance con
48. avigator expand the Use CSV to menu item and select Upload Copy Content Figure 56 Upload Copy Content Option Migration Suite for SharePoint Le lS les Home View Quick Mode File Manager Google Public Folders Project Mode Reports Help i x Import ToS c LS Export it Paste Select A S G a OF Load from File Connect Clipboard Delete Project Navigator B g 7 DIE Progress U Contents 73 k AXIE e o a I new a a P Auth 401 lusta team site gt Shared Documents Views g Lists a E Subsites Name Type Modified Modified By ApprovelT Original URL E http rnss2010 corp spb qstt sites a TestShare Folder 2012 06 25 04 44 21 PM CORP administrator 4 faa W Ampacet doc Document 2007 05 03 07 56 00 PM CORP administrator http mss2010 corp spb qsft sites auth40 a j Lists E Arthur J Gallagher and Co doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth40 YE Announcements w BMW doc Document 2007 05 03 07 54 00 PM CORP administrator http mss2010 corp spb qsft sites auth40 E Calendar W CGL Insurance Business Services doc Document 2007 05 03 07 54 00 PM CORP administrator http rmss2010 corp spb qsft sites auth40 9 Links w Mary Kay doc Document 2007 05 03 07 55 00 PM System Account http mss2010 corp spb qsft sites auth40 3 Shared Documents Ut in Pama ty Public Schools doc Document 2007 05 03 07 55 00 PM System Account http f mss2010 corp spb qsft sites auth40
49. can migrate entire Exchange public folders to SharePoint or upload mail items individually NOTE The application leverages Microsoft Outlook and your Outlook profile to connect to email and public folders Therefore a configured copy of Outlook 2007 or higher is required on the computer where the application is installed Migration Solution for SharePoint 4 7 User Guide Co NOTE In case you receive errors when viewing or migrating public folders with a large amount of items and subfolders it is recommended to export the folder to a PST file and attach the file in Outlook The contents of the PST file will be displayed under the Outlook node in the Connections view and you can follow the steps in the following sections to migrate the data to SharePoint py 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 2 3 Locate the source folder under Outlook in the Connections pane Drag and drop or Copy Paste the source folder to the desired SharePoint site Enter the name for the new list library Advanced Options allow you to create incremental copy filter items copy folder permissions and or perform user and template mapping during folder copy For more information on user a
50. cece cece ccc cece eee cece eee e cece cecceeeeeeceeeeeseeeeeeees 54 Copy Individual Items 0 0 000000 eee ec cece ee eee cee eee eee eee eee e eee e eee eeeeeeeeeeees 54 Migrating Exchange Folder Permissions 20 0 2 2000 2 200 ce cece cece cece ceeeeee cence 55 Migrating Files to SharePoint 0 02200000 c cece cece cece cece eceeeeeceeeeeeeeeeees 57 Migrating NTFS Folder Permissions 2000 2 cece cece cence cece cee eeeeeeeeeeeeeeees 58 Metadata Mapping and Tagging ee eee 59 Data Analysis Mode 59 Properties Screen 22 e cece eee cece cece cece eee cece cece eee e E E 59 GONMCENT TYDE veo ont sece Mois eee sees 2a id Besa des awa hades bidet Ses mack iai ia a aeren 60 Tagging Classification 1 2 e enc cc c eoe Ra cee eee eee ee eee aR eee eee aeaee 60 Field Value Selection Screen 61 Migrating Created Modified Metadata 63 Installing Extension Web Service 2220 2220 c cece cece eee eee cence eee eee eee eee tenes ees 63 Pre Migration Analysis 02000000 c cece ccc c cece cece cece cece cece eeeceeeeceeeeeeeseeeeeeees 65 Analysis Parameters ae a aa eg Rena e cece cece cece ee ES aAa irar ESEA Ea EGIN aa 65 SharePoint Analysis Parameters 222 cc cece cece cece c cece cece cece ceeeeeeeeeeeeeeeeeeees 66 File Share Analysis Parameters 1 2 2 2 000000 cece cece cece cece c cece eceeeeeeeeeeceeeeeeeereeses 67 Advanced Migration Features 000 0 0 00 cece cec
51. clude all sub sites below the defined source location in SharePoint NOTE Please note that if a large number of sub sites exist enabling this option could slow down the analysis e Analyze Lists Parameters e Total Items It is generally outside of SharePoint Best Practice for lists to exceed a certain number of items or threshold for various reasons The default list view threshold for optimal SharePoint performance is 5000 items This option will scan for and highlight any list that exceeds the total number of items defined in this parameter default value is 5000 This is particularly important when migrating to SharePoint Online as this value is not user configurable in online tenants e List Size Limitation MB Although SharePoint lists are designed to house many millions of items it may not be ideal to store large amounts of data in a single list Migration Solution for SharePoint 4 7 User Guide This option will scan for and highlight any list that exceeds the total size in megabytes as defined in this parameter default value is 1000 MB e Analyze Items e Item Size Limitation MB To identify content that may exceed SharePoint s maximum file size this option will return items which are Equal Greater Than and Less Than the defined size in megabytes O NOTE You can adjust the default value 50 MB For example setting this value to 250 will ensure you do not exceed the maximum file size limit for SharePoint Onli
52. content to be copied Identifies the source list for the content to be copied Identifies the source name for the content to be copied Identifies the target site for the content to be copied This field is left blank by default but may be entered to copy content to different sites and lists using the same CSV file In order to take advantage of this feature the CSV file must be copied on asite not a list level Identifies the target list for the content to be copied Identifies the target SharePoint item name for the content to be copied is used to identify folders Identifies the SharePoint content type for the content to be copied This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Any custom fields would be listed following the content type These fields must already exist within the target SharePoint list and content Type The values entered here must also pass any SharePoint validation or restrictions for the corresponding field Identifies the content creation date If left blank the value will be set to the current date and time This is a reserved field utilized for incremental copy functionality Do not enter anything into this field Identifies the last content modification date If left blank the value will be set to the current date and time Migration Solution for SharePoint 4 7 User Guide Column Name Cre
53. dean eben 103 Contacting Dell ss a TL fees L Acts Aa Bike Concetta elites 103 Technical support resources 2 2 2 eee cece ee cece eee ee eee eee eee e cece eee eeeeeeeeees 103 Migration Solution for SharePoint 4 7 User Guide Introduction to Migration Solutions for SharePoint Migration Solutions for SharePoint provide easy to use yet powerful tools for migrating content lists libraries sites and site collections between SharePoint environments both on premise and hosted Microsoft SharePoint Online Whether you are consolidating upgrading or simply re organizing your environment our solution provides a convenient and familiar way of moving your SharePoint data You can simply drag and drop data to anew SharePoint location or use scheduled tasks to move larger data sets during off hours With Migration Solutions for SharePoint you can also easily load files from Windows network drives import email items from Exchange public folders and classify legacy or imported content to unlock the full potential of SharePoint search and navigation Migration Solutions for SharePoint include Dell Migration Suite for SharePoint and Dell Migration Manager for SharePoint The following table displays features and capabilities supported in these product editions Table 1 Supported Features and Capabilities Product Edition Source Target SharePoint SharePoint Exchange File SharePoint SharePoint on premise Online Public Folders Shares
54. doc trgtsite http m U 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 L gt Copy to Clipboard Migration Solution for SharePoint 4 7 User Guide You can also use the following reference to construct your own command lines or make changes to the automatically generated scripts Table 11 General Syntax Command Description Launcher exe help Prints command line help Launcher exe cmd Executes a command command e copylist copies a list or multiple lists specify comma separated list names e g copylist List1l1 List2 List3 e copysite copies a site e copyitems copies items documents e googlelmport copies files and documents from Google to SharePoint e copyltemsUsingCSV copies items using CSV file e tagltemsUsingCSV tag items using CSV file e spPreMigration creates SP Pre migration ANalysis Report e fsPreMigration creates FS Pre migration ANalysis Report e checkcreds checks source credentials Launcher exe encrypt Prints encrypted password password Table 12 Common Parameters Parameter Description srcsite url Source site URL srclist name Source list name or multiple comma separated list names e g srclist List1 List2 List3 trgtsite url Target site URL trgtlist name Target list name or multiple comma separated list e g trgl
55. e cece eee eee eee eee e eee ee eeeeeeeeeeneees 69 Migrating E mail Alerts 69 Migrating Workflows 0 0000 2 cece cece cece cece cece cece cece eee ee cece ee eeeeeeeeeeeeeeeseeeeeerees 71 Migration Solution for SharePoint 4 7 User Guide Migrating OOB and SharePoint Designer Workflows cece eee eee e eee eee 71 Migrating SharePoint Designer Objects 1 2 0 0 00 2 0 c ccc cece ccc cece cc cece ce ceeeeeeeceeeeeeeees 72 Migrating Term Store Data 73 Migrating Managed Metadata Columns e eee cece eee cece ee eee ee eeeeeeeeees 73 User Group Mapping eee cece cece aaaea aaaea eaaa Aaaa raonar aaora rarnana 74 User Mapping for Folder Permissions Migration 75 Template Mapping e cece cece ccc cece cece cece eee cece eee ee cece AAD aa aa aana 77 Excluding Web Parts from Migration 2 0 0000000 c cece ccc e cece cece cee eceeeeeeeeeeeeecseeeees 79 Updating the Application eee eee nee e eee e eee 80 Appendix A Profile Manager 82 Appendix B CSV Based Migration 85 Creating a CSV File ooo ccc ccc cee eee eee ee AAA ARAL LRA AA ee SEPA CA Rac 85 Copying Uploading Items Using a CSV Le 87 Appendix C Command Line Reference 2 22 02 0 22 eee cece cece eee eee eee cence 92 EX GIMP CS E ERI 99 Appendix D Troubleshooting 02 2 o occ cece cece cece cece cece cece oaa aaraa 100 Appendix E Log File Location 101 About Dell aR E ele eee ace An det aude anit ca
56. e collections list 5 The URL of the site collection you selected will be inserted into the Site Address field of the SharePoint Connection Wizard 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 To launch Password Manager click the icon In the Password Manager window specify the master password confirm it and then click OK Figure 8 Password Manager Password Manager G Enter master password Cancel After you enter your credentials in the Connect to SharePoint window click the password manager icon again and then click Connect Your credentials will be successfully stored During the next launch of the tool when connecting to your site you can click the Password Manager icon enter your master password and your credentials will be entered for you Migration Solution for SharePoint 4 7 User Guide 20 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 Kerberos Authentication For detailed information on configuring the appl
57. e difference between the selected sites and sub sites if selected The report will automatically collect all the differences You can load the completed report stored as a csv file into the Site Compare viewer using the Load Compare Report option Full Compare has the following options selected by default e Use enhanced content compare This option will use the last modified date to identify differences in content that exists in both sites lists and libraries Normally the comparison is limited to identifying differences in content that exists in one site but not the other e Include Item Level Permissions The difference in item level permissions between the selected sites or lists will be analyzed as part of the site compare e User Mapping This option will allow you to map users between different domains or to change the user account in the target environment during copy Migration Solution for SharePoint 4 7 User Guide e Include Subsites Any sub sites for the selected sites will be analyzed as part of the compare Figure 25 Full Compare Options ey et a Full Compare Properties Include Item Level Permissions T User Mapping Load V Include Subsites NOTE Depending on the amount of site content the compare process may be time consuming b Quick Compare This option generates a listing of SharePoint objects The option is limited to the currently selected sites Quic
58. e root so that the tool can relink target columns Mapping source data to managed metadata in the target SharePoint list or library during a site or list copy NOTE When migrating a site the application automatically relinks the managed metadata columns to the appropriate location in the Term Store When migrating a list s you must refresh the target site first because some elements of the Term Store are cached for performance reasons Migration Solution for SharePoint 4 7 73 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 With this feature you can also map SharePoint security groups to Active Directory groups NOTE When auser cannot be created in the target environment the application by default will replace that user account with the account of the user executing the operation You may override this behavior by updating the Default User Login field in Help Profile Manager Global Variables To turn on the user mapping check the Re map Users option in the copy wizard and load a CSV file that maps source users to target users Figure 46 Re map Users Option Sc Copy List Library Specify parameters for list copy Destination Site Name JA URL http mss2010 corp spb qsft sites auth401 ja List Name Shared Documents Profiles List Defa
59. e 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 O NOTE Installing the Extension web service allows you to preserve both Created Modified and Content Approval Status properties for items and documents simultaneously when copying content between SharePoint locations When the service is installed the priority setting Authorship in Profile Manager is ignored It is not recommended to change the default mappings for Created Modified and Approval Status fields when the service is installed If the Extension web service cannot be installed you can enable the Preserve Approval Status Comments option in the Copy List or Copy Site section of Profile Manager to retain the content approval status for items and documents Please note that the Preserve Approval Status Comments option works only on non versioned or major versioned lists and document libraries Installing Extension Web Service Perform the following steps Migration Solution for SharePoint 4 7 User Guide Remove the previous version if installed Download the service installer available on the product download page and extract files to your hard drive Copy the folder corresponding to your target SharePoint version from the service download package toa front end web server in your target SharePoint farm Run
60. eed to pre create a blank site collection based on the desired WSP template and then migrate the source site to it in the merge mode copy to existing site Excluding Web Parts from Migration By default all web parts and namespace references of web part pages are included into site or list library migration Migration Solutions for SharePoint allow you to override this behavior and exclude unwanted web elements from migration To do this check the Remove WEB Elements option in the site or list copy wizard and load a CSV file containing all web parts and namespace references to be removed Figure 49 Remove WEB Elements Option Al v Advanced Options Overwrite if file exists lIncremental copy Last days l Apply Filter Filter Re Map Users Load E Re Map Site and List Templates Load 7 Remove WEB Elements For example to remove list view web parts from pages during copy they should be specified in a CSV file in the following format Microsoft SharePoint WebPartPages XsItListViewWebPart To remove its namespace reference use the following format Microsoft SharePoint WebPartPages NOTE To see site or list web parts and namespace references right click the required site or list expand the Objects menu item and select Show WebParts All web parts and namespace references will be listed in the Web Parts tab Migration Solution for SharePoint 4 7 User Guide Updating the Application Migration Sol
61. erve Approval Status Comments Copy list level hidden fields Update membership of the groups during permissions migration Description Specifies CSV file Indicator for core properites from CSV Specifies charset Specifies number of versions to copy Migration Solution for SharePoint 4 7 User Guide Table 19 Importfiles Parameters Parameter path path mapping template mvmap filter field operator value usermapping path Table 20 Copyworkflows Parameters Parameter usermapping path includesubsites includelists convert Table 21 SpPreMigration Parameters Parameter xlsFile analyzesites addtemplates addfeatures Description File path Mapping template file Filter source items e field internal name of a field in SharePoint e operator compare operator lt gt e equals to e l lt does not equal to e gt greater than e lt less than e starts with e contains e value criteria For dates use these patterns yyyy MM dd HH mm ss or yyyy MM dd Pass CSV file with users mapping to the copy operation Description Pass CSV file with users mapping to the copy operation Copy workflows of subsite also Copy workflows of lists also Convert to workflow 2013 platform Description Specifies XLS file Include site section Include site templates to the report Include site features to the report Migration Solution for SharePoint 4 7 User Guide Parameter Descr
62. eviewer View Only Contributor Full Control None View Only When a custom set of permissions is used to grant access to the source folder the following mapping is used Migration Solution for SharePoint 4 7 User Guide 56 Figure 41 Mapping Folder Permissions to SharePoint Permission Levels Folder Permission Level SharePoint Permission Level Can Delete Own Full Control Can Create Items Full Control Can Edit All Contribute Can Create Subfolders Full Control Can Edit Own Contribute Can Read Items Read NOTE It might be required to use the user mapping feature when migrating folder permissions See User Mapping for Folder Permissions Migration for more information Migrating Files to SharePoint O NOTE The application supports migration only of network file shares mapped to the local drives i e the Connections pane does not allow connecting to the shares via a UNC path and displays only local and mapped network drives NOTE Before migrating files to SharePoint you can perform a pre migration assessment of the files to be migrated to identify potential issues with the selected content that would prevent its migration into SharePoint For more information please refer to the Pre Migration Analysis chapter 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 Mark the files you want to upload to SharePoint
63. g use CTRL or SHIFT to mark multiple items 4 Click Tag in the Documents Items section of the ribbon 5 On the Properties screen make the required changes Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping NOTE For lists with Content Approval enabled the Approval Status field will be displayed This field can be used to bulk approve reject selected content 6 On the Summary screen click Finish to start tagging Migrating Site Objects and Permissions You can view anumber of site objects and permissions in the Contents area and copy them selectively to another site similar to documents and list items To view and copy site objects 1 Right click on the site in the Navigator 2 Expand the Objects menu item and choose site objects to load Figure 19 Site Objects Menu B Copy Ctrl C a gt Connect to Site S Refresh is View In Browser gt Save site to XML Use CSV to N Permissions d Objects Z 7 Show workflows Reports gt 5 Show WebParts f Show Term Store EB Copy Promote to New Site Collection N Show Look And Feel Settings Show SharePoint Designer Objects 3 The application will show the requested items in a tab in the Contents area 4 Select the items you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste Migration Solution for SharePoint 4 7 User Guide 34 To view and co
64. g 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 Figure 23 Site Compare Button 3 Migration Suite for SharePoint Home view Quick Mode File Mariager Public Folders Project Mode SEI h aha DR To Site Copy Paste a Promo LS to Site Copy Site 7 Collection t Connect Clipboard Delete Sites _ List Library 2 Click on the downward button next to the Site URL fields and select sites to compare 3 If you want to compare specific lists or libraries select them in the corresponding fields below the sites Migration Solution for SharePoint 4 7 User Guide Figure 24 Select Site Screen Site Compare LS Site URL G List Library Select site X Legend Parent Site Site Collection URL e g http www yoursharepoint com sites yoursite https questsoftware sharepoint com New OOB Team Site v Connect E gt New 008 Team Site 0 Estimation Full Compare W Quick Compare Close 4 To start the compare process you can select one of the following options a Full Compare This option generates a report of all th
65. g a CSV file instead of uploading them immediately See Appendix B CSV Based Migration for 8 Click Finish to start copying selected items The progress window is displayed O NOTE Do not close Microsoft Outlook during migration Otherwise migration will fail Migrating Exchange Folder Permissions The application provides an option to map Exchange folder permissions to SharePoint To enable migration of folder permissions select the Copy Permissions option under Advanced Options in the Copy Public Folders Wizard Migration Solution for SharePoint 4 7 User Guide Figure 40 Enabling Exchange Folder Permissions Migration Summary Content total summary Target Content Location Site URL http mss2010 corp spb qsft sites auth401 team List Calendar Folder Content Type Event 3 documents will be updated Profiles Item Default Advanced Options C Incremental copy Last days C apply Filter _ Re Map Users C Create CSV File for Uploading Tagging or Copying files When permissions are granted using one of the predefined Exchange permission levels the application maps it to a SharePoint permission level as follows Table 6 Mapping Folder Permission Levels to SharePoint Permission Levels Folder Permission Level SharePoint Permission Level Owner Full Control Publishing Editor Full Control Editor Full Control Publishing Author Full Control Non editing Author Full Control R
66. 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 n 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 NOTE Because the Name field in a Library must have a unique value only the down arrow is enabled This allows the user to change the value of this field by mapping to another normalized field Save Template Load Template many classification operations are done over and over again for different sets of content These buttons allow you to store and recall all the tagging parameters set in this window Field Value Selection Screen Figure 43 Field Value Selection Screen La J Field Value Selection Select source for field Name C lt Keep Original Yalue gt C lt Set to Empty Value gt Available Columns A Available Values Folder 1 in the File Path Dept Budget als Se Folder 2 in the File Path Graz Folder 3 in the File Path Folder 4 in the File Path E Folder 5 in the File Path Se Folder 6 in the File Path Fe Folder 7 in the File Path E Folder 8 in the File Path Se Folder 9 in the File Path E Modfied At Modified By Name E Orignal URL lt merca logo PG C Show Hidden Fields Value wil be copied from column Name This screen is generated by clicking on the down
67. grating 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 s User performing the migration must be a site owner administrator e Author editor user accounts must exist usually in Active Directory and be enabled NOTE If the original author editor cannot be resolved the Created By and Modified By properties will be set either to the account under which the user connected to the target site or to the account specified in the Default User Account setting of Profile Manager if any specified However in certain situations it is not possible to set the Created Modified metadata using remote Web Services calls including when the application is installed on aserver in the target SharePoint farm e SharePoint 2007 as target e Created Modified can be maintained or reset to the current date and user depending on the service pack patch combination on the target farm e SharePoint 2010 2013 as target e All patch levels both dates and author editor are maintained 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 th
68. gration analysis should be run Optionally you may specify the SharePoint location to be used as a destination NOTE Specifying the target location for SharePoint analysis will provide additional comparative analysis O for the site level options NOTE Specifying the target location for file share analysis will provide more accurate estimate for the File Path Length calculation 3 Specify analysis parameters and click Finish A xlsx file that identifies the issues based on the selected analysis parameters is generated Analysis Parameters In this section e SharePoint Analysis Parameters e File Share Analysis Parameters Migration Solution for SharePoint 4 7 User Guide SharePoint Analysis Parameters In the SharePoint Pre Migration Analysis wizard you can set the following parameters O e Analyze Sites Parameters e Analyze Site Templates Site and List Templates used in the source environment must be available in the target if the tool is going to create new sites or lists during the operation To ensure all in use templates are available this option will scan each site and list to identify the template type NOTE If a target location was specified the analysis will compare the list of used templates in the source with the list of available templates in the target location If a template is marked as Condition 3 it was not detected as an available template in the target location If a target location was
69. gs e welcome copy welcome page Copy SharePoint Designer objects Account to be used as the Primary Site Collection Admin for the new collection Quota size MB This parameter is only used when creating new site collections in SharePoint Online However it should be specified with the default value even for on premise migrations By default the minimum value allowed for SharePoint Online is 100 Copy site home page Migration Solution for SharePoint 4 7 User Guide Parameter copysiteworkflows copyworkflows infopath Table 17 Copyitems Parameters Parameter mapping template mvmap trgtfolder path filter field operator value usermapping path authorship approval includeHiddenFields deferredgroupmembership Table 18 Copy using CSV file Parameters Parameter csvFile useCorePropety charset numCopiedVersion Description Copy site workflows Copy workflows Copy InfoPath forms Description Mapping template file Target folder path Filter source items e field internal name of a field in SharePoint e operator compare operator lt gt e equals to e l lt does not equal to e gt greater than e lt less than e starts with e contains e value criteria For dates use these patterns yyyy MM dd HH mm ss or yyyy MM dd Pass CSV file with users mapping to the copy operation Authorship basic preserve Created Modified properties by default pres
70. ication to connect to SharePoint sites using Kerberos authentication refer to http communities quest com docs DOC 12844 Claims Based Authentication Dell Migration Solutions directly support Windows claims authentication and many third party claims providers so that you can connect to SharePoint by entering your valid credentials in the application In case you cannot connect to a SharePoint site using a custom claims provider you can still connect using the browser based authentication method as follows 1 GotoHelp Profile Manager Global Variables Set the Enable browser connect option to True Click Apply 2 3 4 Close and restart the application 5 Click the Connect to Site button on the ribbon 6 Specify the connection name and the URL for your site Click the Finish button An authentication box will pop up 7 Click the Claims button A browser will pop up 8 Enter your claims based credentials O NOTE If the site does not use claims based authentication the connection will fail Migration Solution for SharePoint 4 7 User Guide Migrating SharePoint Content Migration Solutions for SharePoint allow you to migrate sites lists document libraries folders items and documents and other objects between SharePoint environments The following table details support for on premises SharePoint and SharePoint Online Office 365 migrations in different product editions Edition On premise SharePoint SharePoint
71. ince the last migration delta migration compares content both in the source and target If it finds that the content does not exist or is older on the target it deletes it on the target and moves the content from the source NOTE Please note that delta copy may be time consuming Migration Solution for SharePoint 4 7 User Guide Migrating Legacy Content to SharePoint Migration Solutions for SharePoint allow you to you consolidate the data in your legacy Exchange public folders and file shares to either on premises or hosted SharePoint 2007 2010 2013 Supported Sources e Exchange Public Folders Exchange Server 2003 and higher e PST mail archives via Outlook e Windows file servers Supported SharePoint Targets SharePoint Online Office 365 and BPOS or other hosted SharePoint services 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 tasks notes in Exchange public folder e Email messages calendar items contacts in PST archives e Files and folders on file shares and local disks You can run your migration tasks real time or schedule them for execution at a specific time 1 For ad hoc migrations go to the Quick Mode tab 2 For scheduled migrations go to the Project Mode tab Migrating Exchange Data to SharePoint You
72. ings will be run automatically 2 Quick mode For ad hoc migration tasks select Incremental copy in the list or item copy options of the copy wizard In this case you will need to configure all the filtering and settings manually Incremental Migrations in Project Mode The best way to use the incremental copy option is the Project mode In this case the job with all the proper settings and filtering will be selected automatically To run an incremental migration 1 Select the job in the Jobs tab 2 Click Run Incremental in the Action section of the ribbon 3 Enter a comment for executing the job in the Run Job History window 4 Click Run Now Scheduling Incremental Migrations To schedule incremental migrations in the Project mode perform the following steps 1 Start the job wizard a For site copy drag and drop or Copy Paste the source site to the blank target site b For list library copy drag and drop or Copy Paste the source list library to the target SharePoint site 2 Specify a name for the migration job 3 Specify a recurring schedule for the job using the built in Scheduling Wizard Migration Solution for SharePoint 4 7 48 User Guide Figure 36 Specify Job Schedule New job definition Enter information about this job Job Name Scheduled sync Job Description A gt Advanced Options D Scheduling Wed Mar 13 23 00 00 MSK 2013 Schedule Cancel Click Next 4 For s
73. ions option under Advanced Options in the File Copy Wizard NOTE You cannot migrate folder permissions if the Remove Folder Structure option is selected for the migration job The application maps NTFS permissions to SharePoint permission levels as follows Table 7 Mapping NTFS Folder Permissions to SharePoint Permission Levels NTFS Folder Permission SharePoint Permission Level Full Control Full Control Modify Contribute Read Read Write Contribute List Folder Content Read Read and Execute Read NOTE You can use the user mapping feature when migrating folder permissions See User Mapping for more information Migration Solution for SharePoint 4 7 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 classify tag SharePoint items and documents in place This section describes the Properties screen that is displayed when you e Migrate individual SharePoint items to an existing SharePoint list Refer to Migrating Individual Items Documents e Migrate individual Exchange items to an existing SharePoint list Refer to
74. ipage gt OB FocusLanWithWord pb E Form Templates gt Links gt T MigrationReport b M Sandbox Test gt b 24 Site Assets b Site Pages C Contents 23 gt E Style Library b Tasks b S Team Discussion gt testme a E Subsites gt EB Collaboration E Location Finder Location 4 EB New 008 Team Site m GP Connections 5 fe ae le lt Local Disk C amp CD Drive D 7 Outlook sl ontl4xi siviero Name Type Modified Modified By Original Path Version 503 SPC108_Epstein pptx Document 2014 08 18 06 24 52 AM Alexander Kirillov 01 P 519 SPC173_Harmetz pptx Document 2014 08 18 06 25 13 AM Alexander Kirillov 01 39 SPC250_Cohen pptx Document 2014 08 18 06 25 32 AM Alexander Kirillov 01 H 550 SPC002_Chou pptx Document 2014 08 18 06 25 52 AM Alexander Kirillov 01 554 SPC251_Newman pptx Document 2014 08 18 06 26 11 AM Alexander Kirillov 01 S 556 SPC010_Arenas pptx Document 2014 08 18 06 26 32 AM Alexander Kirillov 01 557 SPC011_Petrosky pptx Document 2014 08 18 06 26 50 AM Alexander Kirillov 01 SD A5546 docx Document 2012 06 09 02 16 18 PM Alexander Kirillov C FileUpload A5546 docx 10 B1253 docx Document 2012 06 09 02 16 18 PM Alexander Kirillov C FileUpload B1253 docx 10 B3643 docx Document 2012 06 09 02 16 18 PM Alexander Kirilloy C FileUpload B3643 docx 10 BusinessConnectivityServices_model pdf Document Busine
75. iption addwebparts Include site web parts to the report addlist Include list section addcontent Include content section includesubsites Include subsites to the report conditions condition operator Conditions items value Table 22 FsPreMigration Parameters Parameter Description xlsFile Specifies XLS file conditions condition operator value Conditions items Examples Launcher exe cmd copylist srcsite http host site srclist DocLib srcuser DOMAIN user srcpass passwd trgtsite http host site2 trgtlist DocLib2 trgtuser DOMAIN user trgtpass passwd copylistcontent copylisthistory copylistviews copylisttemplates usermapping path file csv templatemapping path file csv log output log Launcher 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 csv templatemapping path file csv log output log Launcher exe cmd copyitems srcsite http host site srclist DocLib trgtsite http host site2 trgtlist DocLib2 trgtfolder folderl mapping D Temp template mvmap filter FileLeafRef jpg Modified gt 2010 01 01 Modified_ x0020 By DOMAIN user usermapping path file csv log output log Launcher exe cmd copyitems srcsi
76. ist Listl1 List2 List3 log file Output file that captures results of all activities noSplash Suppresses splash screen deferRequired Content will be uploaded copied even if required fields are left empty proxy host port Sets proxy configuration user pass host port or host port Migration Solution for SharePoint 4 7 User Guide Table 13 Credentials Parameters Parameter srcuser user srcpass password srcepass password srcdomain domain srchost host srcport port srcuseproxy trgtuser name trgtpass password trgtepass password trgtdomain domain trgthost host trgtport port trguseproxy Table 14 Connection Parameters Parameter projectName project projectType kindOfDownload FirstLevelSubsites kindOfDownload AllSubsitesWithoutObjects kindOfDownload AllSubsitesAndObjects webAppMapping Description Source site user name Source site password Source site encrypted password Source site domain Source site host Source site port Use proxy to source site Target site user name Target site password Target site encrypted password Target site domain Target site host Target site port Use proxy to target site Description Name of anew project Specify project type Available options e SP_SITE SharePoint Site e SP_FARM SharePoint Farm e OFFICE_365_TENANT Office 365 Tenant e ONE_DRIVE OneDrive for Business e OFFICE_365_SITES Office 365 Sites Do not lo
77. ite c Copy Promote to New Site Collection 4 On the Copy Site Properties page you can choose from a number of options for copying the site and site content i e what objects and settings are included in the copy Use the built in help buttons to get more information about specific options O NOTE Check the objects and settings for migration deliberately For better performance include the items you need to be migrated only Migration Solution for SharePoint 4 7 User Guide Advanced Options allow you to include sub folders overwrite existing files perform incremental copy copy permissions remove folder structure defer required fields filter items perform user and template mapping copy e mail alerts and exclude specified web parts from included pages during copy For more information on user and template mapping see User Mapping and Template Mapping respectively For more information on copying e mail alerts see Migrating E mail Alerts For more information on excluding web parts from migration see Excluding Web Parts You can also filter list items and documents based on their metadata by specifying the filtering conditions Figure 11 Filter r Filter a Created At Equal ual Set by SharePoint gt x Less Than Set by SharePoint gt E Modified At Equal lt Set by SharePoint gt Less Than lt Set by SharePoint gt Size KB Equal Save Filter Load Filter Clear All 7 O
78. ite 7 Collection Connect To Clipboard Delete Sites List Library For scheduled migrations select the Project Mode tab Figure 10 Project Mode Tab C Migration Suite for SharePoint Home View Quick Mode File Manager Public Folders Project Mode Reports Help S a a lt R K Ra eb gt B Run Using SharePoint Paste New Newfrom Details Delete Change Ne L Compare Target Site CSV File Incremental Connect To Clipboard Job Group Action Before migrating SharePoint content you can perform a pre migration assessment of the SharePoint content to be migrated to identify potential issues with the selected content that would prevent its migration into SharePoint For more information please refer to the Pre Migration Analysis chapter Migrating Sites You can migrate entire SharePoint sites between two SharePoint locations including sub sites lists and libraries site permissions web parts etc The Site Copy wizard offers various copy options so that you can select what site settings and content you want to copy 1 Select the source site s in the Navigator pane Use CTRL or SHIFT keys to select multiple sites 2 Drag your selection onto the desired target site or use Copy Paste to start the Site Copy Wizard NOTE You can also click on the Copy Site action in the Quick Mode ribbon to start the Site Copy Wizard 3 The initial selection screen lets you select the following options a Copy Site to Existing Site b Copy Site to New S
79. ite copy select Copy Site to Existing Site 5 Select the Incremental copy option a For site copy expand Advanced Options check the Incremental Copy box and specify incremental copy time interval Figure 37 Incremental Copy Option Site Copy Migration Solution for SharePoint 4 7 User Guide Copy Site Properties Profiles Site Default gt Site Copy Options m gt List Copy Options A Advanced Options C Overwrite if file exists Incremental copy Last 19 days gt Apple Filter Fiter Re Map Users Load Re Map Site and List Templates Load Remove WEB Elements toaa w gt Look and Feel Options 9 Generate Script Einish l Cancel b For list library copy expand List Copy Options check the Incremental Copy box and specify incremental copy time interval Migration Solution for SharePoint 4 7 User Guide Figure 38 Incremental Copy Option List Copy Copy List Library Specify parameters for list copy Profiles List Default T List Copy Options V Copy content types M Copy Content C Copy Content Permissions V Copy List Permissions C Deferred Group Copy M Copy views o Copy Custom Doc Template C copy Workflows M Copy InfoPath C Defer required Incremental copy Last 19 days 6 Click Finish to create the job After the job is created you can either start
80. ith sub sites Copy site permissions Copy site groups Copy site webparts Copy site collection features Copy site features Copy all content types Copy all lists Copy list content Migration Solution for SharePoint 4 7 User Guide Parameter copylistpermissions includeHiddenFields copylistviews copylisttemplates rootname name copythreads number usermapping path templatemapping path centraladminurl url farmadmin user farmadminpassword password farmadminepassword password copylayoutsgallery copymastergallery copylookfeel all page page copyspd siteCollectionAdminAccount siteCollectionQuota copywebparts Description Copy list permissions Copy list level hidden fields Copy list views Copy list document templates New name for the target site Number of parallel threads for list copy Pass CSV file with users mapping to the copy operation Pass CSV file with templates mapping URL of the Central Administration site Farm administrator user name Farm administrator password Farm administrator encrypted password Copy page layouts gallery Copy master page gallery Copy look and feel options e all copy everything e title copy title description icon e navigation copy navigation e treeview copy tree view e sitetheme copy site theme e linkbar copy top link bar e launch copy Quick Launch e layouts copy layouts and site templates e master copy master page settin
81. k Compare has the following options e Use enhanced content compare This option will use the last modified date to identify differences in content that exists in both sites lists and libraries Normally the comparison is limited to identifying differences in content that exists in one site but not the other e Include Item Level Permissions The differences in Permissions Item Level between the selected sites or lists will be analyzed as part of the compare e User Mapping This option will allow you to map users between different domains or to change the user account in the target environment during copy Migration Solution for SharePoint 4 7 User Guide 40 Figure 26 Quick Compare Options 5 ba X Quick Compare Properties Include Item Level Permissions T User Mapping Load NOTE Depending on the amount of site content the compare process may be time consuming c Load Compare Report This option allows you to select a completed Full Compare report and display its results in the viewer O NOTE This option uses the csv report created during Full Compare and ensures that the differences found still exist between the two sites It has a performance advantage as the differences are pre identified If the differences have been resolved or new differences created within SharePoint between the time of the report s creation and it s loading the differences will no longer be displayed 5 Expand
82. lds Enable Azure Turbo Mode preview O Apply Filter oO Re Map Users T Create CSV File for Uploading Tagging or Copying files 3 Generate Script If you want to view and monitor all the jobs that are currently in the queue select and right click the target SharePoint Online site from the Navigator pane and click Open Azure Turbo Queue On the Azure Turbo cm Migration Solution for SharePoint 4 7 User Guide Queue screen you will find list of jobs job status date and time when the job was created GUID and other information a Home View Quick Mode File Manager Google Public Folders Project Mode Help 2 G yea aaa IS Reset Do not Show Activation About Profile Manager UserManual Check for Updates D Log Manager Help SZ DIE Progress Contents Azure Turbo Queue 23 N a Le https questsoftware sharepoint com sites alex b L le List Created Status Log N RI keti 2 Documents 2015 05 26 10 49 Completed Event JobE1 k S emng EL Documents 2015 05 2611 10 Completed Event s JobEr 4 Osft 0365 S Documents 2015 05 2611 16 Completed Event JobE1 i fal httpsif questsoftware admin sh S Documents 2015 05 2611 18 Completed Event JobEr 4 Ea Office 365 Sites amp Collaboration accentur amp Community Copy Ctrl C Paste Ctrl V Connect to Site gt Refresh b View In Brow
83. location and identify if any of the defined values are used within the full file path Blocked File Extensions SharePoint provides functionality to block specific file types from being uploaded Enabling this option will scan the file share location and identify the content based on the list of defined blocked file extensions O NOTE The list of file extensions should be separated by a comma e g exe zip avi mp3 O Name Ending String Due to SharePoint restriction file and folder names may not end with any of these defined strings This option highlights files with these incompatible file name endings NOTE The list of name ending strings should be separated by a comma e g files _files Dateien _ fichiers File Size Limitation MB This parameter identifies content that may exceed SharePoint Maximum Upload Limit this option will return items which are Equal Greater Than and Less Than the defined size in megabytes MB Summary Enabling this option will provide a summary report calculating the total number size and average size of the objects files and folders in the specified Source Location NOTE The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint original
84. mplate Load Template Generate Script lt Back Next gt 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 O NOTE Keep Original is only available when Data Analysis Mode is disabled Tagging Classification The wizard provides several methods for smart tagging which is accomplished through the use of buttons located to the right of each field Left Arrow Button T 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 acommon user name The left arrow button provides access to Migration Solution for SharePoint 4 7 User Guide 60 directly enter or modify the value of the field The wizard will automatically provide controls corresponding to the type of field being worked on Down Arrow Button pressing this button will
85. nd template mapping see User Mapping and Template Mapping respectively 4 Click Finish to create the target list and copy folder items O O NOTE The list template will be automatically selected to match the source folder i e a mail folder will be converted to a document library and messages will be saved as MSG files A contacts folder will become a contacts list in SharePoint NOTE Do not close Microsoft Outlook during migration Otherwise migration will fail Copy Individual Items If you need to selectively copy mail items and folders to an existing list in SharePoint perform the following 1 Locate the source folder under Outlook in the Connections pane 2 Double click the folder to load its content into the Contents pane on the right Migration Solution for SharePoint 4 7 User Guide Figure 39 Folder Content Q D moe Calendars Name N Size Europe Marketing a Europe MS SC Scheduling C 698 AIB JASWON WINTERSON DUBLIN FEB 27TH 109519 Archive Manager 7930 ARD ARS Upgrade conversation 7569 Canceled KD SJ Mercer Webex 95743 Q EMC Mercer Kieron Darley 7th Feb 2005 104402 FW Quest EDS Contacts Liverpool Victoria Project 24258 Q IAN EIRCOM HP 10 11 116570 IAN WENCAST 2 5 PM 200905 ILIFE 109827 Lancashire constabulary 98528 A POC request for HP Tim Matthews 6813 A RE SC Required 11812 SC Booking Request EDS DCA Tuesday 16th May 83391 SC Request 8
86. ne e File Path Length This option will scan the specified file share location and identify file path lengths that are Equal Greater Than and Less Than the defined value O NOTE The effective file path length is recommended not to exceed 256 characters Please note that this value also includes the SharePoint domain server name which may not be accounted for in this analysis e Blocked File Extensions SharePoint provides functionality to block specific file types from being uploaded Enabling this option will scan the source SharePoint location and identify the content based on the list of defined blocked file extensions NOTE The list of file extensions should be separated by a comma e g exe zip avi mp3 e Detailed Reporting Level This option provides the ability to choose the amount of items based on Condition level to be included in the report NOTE The use of this option will not decrease the amount of time for the analysis to complete it will only reduce the amount of items listed in the resulting report When this option is enabled the report will include detailed information about all items regardless of their reported Condition level The use of this option can greatly increase the report size so you may consider leaving it disabled if your SharePoint location contains a large amount of items When this option is disabled the report will include detailed information only about items with the Condition 2
87. o 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 Dell 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 NOTE The activated license is only valid on the machine where offline activation was initiated Paste the entire license from the text file into the License area of the Registration screen Close the Registration screen Migration Solution for SharePoint 4 7 User Guide Working with Migration Solutions for SharePoint In this section e Interface Overview e Connecting to SharePoint e Connecting to OneDrive for Business e Using Site Collection Discovery e Password Manager e Azure Turbo Mode e Kerberos Authentication e Claims Based Authentication Interface Overview The application window consists of three primary areas the picture below represents the default arrangement e Navigator View e Contents Area e Connections Area Migration Solution for SharePoint 4 7 User Guide Figure 3 Migrations Solutions for SharePoint Interface Home Paste Select All Bem L 2 Lead hon Hie 9 He gt B new b B office365 4 amp Office 365 a EB Team Site a f lists b eE Announcements gt M Application b E Calendar b X FocusLanWithWik
88. ofile Manager is available from the Help ribbon See Appendix A Profile Manager for more information When enabled the Import Alerts option will show up under the Advanced Options when you copy a SharePoint site Figure 45 Advanced Options Import Alerts from CSV Option Al Advanced Options Ovenwrite if file exists Incremental copy Last days T Apply Filter Filter L Re Map Users Load Re Map Site and List Templates Load Select csv file Remove WEB Elements Load Select CS file that contains v Import alerts from csv alerts information This CSV can be obtained by running the Alerts Collector tool on the server Migration Solution for SharePoint 4 7 User Guide 70 O NOTE Alerts copy is only supported for site migrations To copy alerts you need to supply a CSV file containing alerts information The CSV file can be generated using Dell Alerts Collector utility available in your product download package NOTE Dell Alerts Collector utility is currently not available for SharePoint 2013 You can migrate alerts from previous SharePoint versions to SharePoint 2013 but alerts migration from SharePoint 2013 to SharePoint 2013 is not supported To create a CSV file for migration of email alerts 1 Locate the version that matches your source SharePoint version in the Tools AlertCollector folder of the download package 2 Run the utility on a source SharePoint server
89. oint Designer objects in a list library copy e Copy SharePoint Designer objects separately To copy SharePoint Designer objects as part of site copy turn on the Copy SharePoint Designer Objects option in the Copy Site section of Profile Manager To include list level SharePoint Designer objects into site copy turn on the same option in the Copy List section of Profile Manager To copy SharePoint Designer objects as part of list copy turn on the Copy SharePoint Designer Objects option in the Copy List section of Profile Manager NOTE Profile Manager is available from the Help ribbon See Appendix A Profile Manager for more information To copy SharePoint Designer objects separately 1 Select the site list library in the Navigator and use the SPD Objects button on the View ribbon NOTE Alternatively you can select Objects in the right click menu on the site list and click Show SharePoint Designer Objects Migration Solution for SharePoint 4 7 72 User Guide 2 3 The SharePoint Designer objects will be displayed in the Contents tab in the right pane Copy paste or drag n drop SharePoint Designer objects to a destination site List Migrating Term Store Data Migration Solutions for SharePoint allow users to easily migrate their Term Store data terms sets and terms granularly or in bulk To copy term store data 1 et oe oe ale Select the site in the Navigator and use the Term Store button on the View ribbon Alte
90. on premise Online Migration Suite for X x x X x x SharePoint Migration Manager X X X x for SharePoint While each product has its own set of supported source and target systems all products are included in the same install and most of the features and capabilities are common across editions This user manual provides applicability references for specific product functions that are turned on and off based on licensing Migration Solution for SharePoint 4 7 User Guide Required Permissions The application connects to SharePoint sites as the currently logged on user by default If authentication fails for the current user or he she is not authorized to access the site the application prompts for alternate credentials to connect Stored network passwords in Windows can be used to access sites as a different user Permission requirements for hosted e g SharePoint Online sites are the same as for on premises SharePoint 2007 2010 2013 Source SharePoint Sites Table 2 Required Permissions SharePoint Version Required Permissions SharePoint 2003 Member of the Designer site group SharePoint 2007 2010 2013 Design or higher NOTE It is recommended to grant Site Collection Administrator permissions either explicitly or viaa web application policy Target SharePoint Sites Table 3 Required Permissions SharePoint Version Required Permissions SharePoint 2007 Full Control SharePoint 2010 Full Control SharePoint 2013 Full Control
91. on 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 Migration Solution for SharePoint 4 7 User Guide 76 2 When creating a migration job turn on the user mapping by checking the Re map Users option in the copy wizard and loading the created CSV file Template Mapping By default the application creates target sites and lists using the same templates as the 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 10001 101 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 Migration Solution for SharePoint 4 7 User Guide 77 Figure 48 Re map Site and List Templates Option G e Copy List Library Specify parameters for list copy Destination Site Name JA URL http mss2010 corp spb qsft sites auth401 ja List Name Shared Documents Profiles List Default E fT gt List Copy Options Al v Advanced Options Overwrite if file exists Incremental copy Last days T Ap
92. p the user display name to his her down level logon name domain UserName The file entry should look as follows User Name Domain UserName NOTE If a user display name contains a comma it should be surrounded by quotes e g Smith Steve domain Ssteve The CSV file will not contain quotes Perform the following 1 Generate the Site Users report that will be used as the mapping file a Right click on the source site and select Reports Site Users Report csv Reports Menu Migration Solution for SharePoint 4 7 User Guide b Save the resulting csv file The generated CSV file looks as follows Generated CSV File NT AUTHORITY authenticated users NI AUTHORITY authenticated users kate COOL kate COOL Administrator COOL administrator allessandro COOL allessandro Brad McCarthy COOL bmccarthy BUILTIN administrators BUILTIN administrators CS BHSHARE2010 administrator CS BHSHARE2010 administrator group2 COOL group2 NT AUTHORITY LOCAL SERVICE NT AUTHORITY LOCAL SERVICE Richard Schaller COOL rschaller Spencer Pelley COOL spelley Steve COOL steve System Account SHAREPOINT system Trevor Pike COOL tpike useri COOL useri user2 COOL user2 O NOTE If you migrate to a brand new Site Collection with no users the generated CSV file will contain only the administrator name The CSV file will not contain quotes To workaround this public folder can be migrated twice The first migrati
93. ply Filter Filter Re Map Users Load oad Remove WEB Elements Load a NOTE The application provides the Site and List Templates report that is a good starting point to create your mapping file 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 4 Use the generated report files to locate internal templates IDs to put into your custom template mapping To remap source site language you should add the language mapping rules to the same CSV file used for the template mapping E g 1033 1034 instructs the tool to map US English sites to Spanish For a list of supported language IDs LCID see http msdn microsoft com en us goglobal bb895996 LCIDDec It is required to install the corresponding language pack on the target farm Migration Solution for SharePoint 4 7 User Guide To use WSP based site templates stored in the Solutions Gallery to remap source sites run the Site and List Templates report to identify the template ID e g C919C19C DOE2 4068 8993 DB98CD29022B AMER where the GUID is the solution ID and AMER is the template name and then add a mapping rule to the mapping CSV file e g STS 0 C919C19C DOE2 4068 8993 DB98CD29022B AMER NOTE This approach works only when migrating to an existing site collection If you migrate to anew site collection you will n
94. px X Delete Del __ Test02 aspx Tag L 1 Z Copy To C3 New Folder Upload Copy Content T gt Download Content to File System Ej Pre migration Analysis S Refresh Open View In Browser Show WebParts PA gB 3 The application will show all web parts for the selected page in the Web Parts tab in the Contents area 4 Select the web parts you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste Repeating Migration for Failed Objects When your migration job is completed the Log Viewer provides the information on the successful and failed migration of items documents The Reprocess Failed Items command creates a comma separated CSV file for failed items The file can be used to retry the operation after the failure reason is resolved e g a file type is removed from the blocked files list The CSV file then can be used in the Upload Copy Content Using CSV wizard NOTE By default the report on failed items is created only for the last completed migration task You can override this behavior by setting Failed Items Mode in the Global Variables of Profile Manager to Automatic Automatic mode creates unique Failed Items Reports for every copy job and stores these reports in the application workspace attached to the historical operation logs At the moment only list items and documents are supported Migration Solution for SharePoint 4 7 User Guide Usin
95. py 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 Figure 20 Site Permissions Menu gt Copy Ctrl C a gt Connect to Site S Refresh view In Browser gt Save site to XML Use CSV to gt Permission U 4 EB Show Permissions p E Show Permission Levels ER show Groups b Objects Reports B Copy Promote to New Site Collection 3 The application will show the requested items in a tab in the Contents area 4 Select the items you want to copy use CTRL and SHIFT keys to multi select and drag them to the intended target site or use Copy Paste Migrating List Objects You can view a number of list objects in the Contents area and copy them selectively to another list or library similar to documents and list items To view and copy list objects 1 Right click on the list library in the Navigator 2 Expand the Objects menu item and choose list objects to load Migration Solution for SharePoint 4 7 User Guide Figure 21 List Objects Menu B Copy Ctrl C Refresh 2 View Contents a view In Browser Use CSV to gt amp Show Workflows E Show InfoPath Forms PB Show Permissions 4 Show WebParts Show SharePoint Designer Objects E List Contents Reporticsv 3 The application will show the requested items in a tab in the Contents area 4 Select the items
96. r SharePoint 4 7 User Guide 46 Figure 35 Details Pane C Contents R Jobs gt u Type Status Last Run Next Run Source From bs af Exchange Group Activity Mon Aug 01 L E Group Activity Mon Aug 01 7 amp Library copy List Copy Mon Sep 05 00 00 00 MSD 2011 URL http ksp10 Share Site copy Site Copy URL http ksp10 root _ 7 LS e ara nran er inseam ansa 7 SS Details 33 List Copy Library copy Property Name Property value Title Library copy Description View Include Pre Post Job Difference Report lal Override Sub Job Report Settings Cal Scheduled Mon Sep 05 00 00 00 MSD 2011 Schedule Object Name Shared Documents Source Site http ksp10 Target Site http ksp10 test1 2 Additional Properties 4 Make changes to the job settings if needed 5 Click the Save button in the top right corner of the Details pane to save your changes or the Cancel button E to discard them Incremental Migrations In some cases you may need to re copy changes from the source environment to the target rather than re copy all the content e g you may need to continue working without disruption with the source content during large migrations or a specific site list or content may need to be periodically synchronized with another environment due to compliance or other business needs To address these needs Migration Suite for SharePoint provides the ability to run incremen
97. r SharePoint 4 7 User Guide 80 Figure 52 No Updates Found Notification i Software update check No updates found Migration Solution for SharePoint 4 7 User Guide Appendix A Profile Manager Many options and choices have been included to enable fine control over specific operations Upon installation the options are pre selected with the most common settings Users always have the option to modify these settings prior to commencing an operation but they are 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 Also you can create and save new profiles with custom settings from the Copy Properties or Summary page of copy wizard For that use the Save and New buttons next to the Profiles drop down list Figure 53 Profile Manager EE Profile Manager E Copy Items cia 0 Copy List S i ga Copy Site 2 Copy Permission Profile List Default lt IV Use as Default Create new Profile Delete i Pa 10 Download Content g Upload Copy Content oy Global Variables P Password Manager G5
98. re 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 NOTE Debug Mode should not be enabled by default as it collects a great deal of information and subsequently slows down the application Remember to turn off Debug Mode after collecting extended logs The application contains a special utility for collecting and compressing system and user logs into a single zip file To save the logs use Log Manager or Log Viewer 1 Click Log Manager on the Help tab of the ribbon and select Save Logs or Save Environment which collects additional data about your environment OR Open Log Viewer click the Save As button and select the Save System Logs option Select the location and file name for the zip file Send the zip file to Dell Support along with screenshots Migration Solution for SharePoint 4 7 100 User Guide Appendix E Log File Location After the tool is installed and started for the first time anew 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 Zusername DellMS If you updated the tool
99. rnatively you can select Objects in the right click menu on the site and click Show Term Store The Term Store content will be displayed in the Term Store tab in the right pane Expand the term store hierarchy to view term groups term sets and terms Copy paste or drag n drop term store object s to a destination store In the window that is displayed you can select the following options e Copy With Children This option will copy any child terms along with your selected object e Merge This option will merge term store objects the source object will overwrite the target in case of a conflict e Retain GUID This option will retain the original GUIDs associated to term sets and terms when migrating into a new SharePoint 2013 Term Store NOTE Please note copying term sets or terms with this option enabled can only be performed one time Once the GUID is assigned to the migrated object it cannot be reused a second time If you need to copy the term set or term again or you wish to copy it to a new location within the same Term Store this option must be disabled Migrating Managed Metadata Columns There are two general scenarios for migrating managed metadata columns 1 7 Copying source columns with managed metadata NOTE The required Term Store elements term groups term sets and terms must exist in the destination store in the same location i e the path to referenced term sets must be the same relative to the term stor
100. s Option G Summary Content total summary Folder Content Type Document 1 documents will be updated Profiles Item Default sA Advanced Options Delete item s from Source Vl Include sub folders Overwrite if file exists JIncremental copy Last days Copy Permissions Deferred Group Copy F Remove Folder Structure Defer Required Fields Apply Filter Filter C Re Map Users Load Remove WEB Elements Load Z Generate Script Next gt O m NOTE The Create CSV File for Uploading Tagging or Copying Files option is available in the following copy wizards Item Copy Wizard for lists and public folders and File Copy Wizard 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 SharePoint CSV Format for SharePoint to SharePoint Copy or CSV Format for E Mail and Public Folder Objects Copy section below O NOTE You can change the separator used in the CSV to a semicolon in the Global Variables section of Profile Manager See Appendix A Profile Manager for more information 3 Once you finish working with your CSV file you can copy upload items Migration Solution for SharePoint 4 7 User Guide 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 N
101. s type O NOTE This connection type is not supported in the Project mode NOTE Please note that migrating large multiple site collections may be time and resource consuming It is recommended to use scripts to automate large multi site collection migrations If you select this type of connection specify the URL to your Central Administration and a valid Farm Administrator login and password Once connected a dialog displaying all web applications in this farm appear Select all the web applications to load into the Navigator e Office 365 Tenant Tenant Administration required This establishes a connection to an entire Office 365 Tenant using the Office 365 SharePoint Admin Center Once connected you will have the option to load all currently provisioned SharePoint site collections into the Navigator Click Finish to connect Migration Solution for SharePoint 4 7 18 User Guide 3 Migration Solutions for SharePoint automatically detect the SharePoint authentication mechanism and your client environment Depending on your configuration you may be connected automatically or prompted for your credentials a If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer logged into the same domain no credentials are required Click the Connect button and you will be automatically logged in using the credentials of the currently logged in user O NOTE If yo
102. ser b Save site to XML Use CSV to E b Permissions p Objects b Reports L Z Connections 32 B Pre migration Analysis amp Temp B Copy Promote to New Site Collection amp Users I Open Azure Turbo Queue E Windows Il A Ch Aviva NA Migrating Individual Items Documents With Dell SharePoint migration tools you can granularly copy list items and documents between SharePoint lists During the item copy you can control how item metadata is mapped to the target list remap columns or tag the migrated items with arbitrary values 1 Double click the source list library in Navigator to load its content into the Contents tab 2 Select the items you want use CTRL or SHIFT to mark multiple items to copy and use either of the following options a Drag them to the target list b Copy to buffer CTRL C and paste CTRL V to the target list c Use the Copy To command on the ribbon 3 In the Item Copy Wizard confirm the target location Migration Solution for SharePoint 4 7 User Guide 32 4 On the Properties screen review and adjust the metadata mapping if needed Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping Figure 18 Properties Screen rc eu NE Properties Specify target metadata Content Type Name Title Created At Modified At Created By Modified By lt Copy Value From Name gt lt Copy Value From Title gt lt Copy V
103. site list library in the site tree and use the Workflows button on the View ribbon Alternatively you can select Objects in the right click menu on the list and click Show Workflows 2 The workflows attached to the site list will be loaded into the right pane 3 Copy paste or drag n drop workflows to a destination list O NOTE Out of the box workflows require connections to two SharePoint lists to work properly Both lists need to be specified when you add a workflow to a list library e a Tasks list to store workflow tasks s a History list to log workflow activities When you migrate an entire SharePoint site with workflows those dependencies are copied automatically and workflows are properly configured on the target However if you do a list level copy or migrate a workflow separately these two lists are not migrated automatically so you need to make sure they are copied first Note that the standard Workflow History list is hidden by default Toggle Hidden Lists in the right click menu of the Lists container to see it Migrating SharePoint Designer Objects Migration Solutions for SharePoint support migration of SharePoint Designer file objects custom web pages list forms images style sheets etc A WARNING Migration of SharePoint Designer Objects may corrupt your target There are three ways to copy SharePoint Designer objects using the application e Include SharePoint Designer objects in a site copy e Include ShareP
104. ssConnectivityServices_model vsd Document fal BusinessConnectivityServices_model xps Document C7334 docx Document 2013 01 15 11 49 32 PM 2013 01 15 11 49 29 PM 2013 01 15 11 49 36 PM 2012 06 09 02 16 18 PM Alexander Kirillov X BusinessConnectivityServices_model pdf Alexander Kirillov X BusinessConnectivityServices_model vsd Alexander Kirillov X BusinessConnectivityServices_model xps Alexander Kirillov C FileUpload C7334 docx 01 01 01 10 E Shared Documents Navigator View The Navigator pane shows the connected SharePoint sites and allows you to browse the site hierarchy and site content in a tree view SharePoint objects displayed in Navigator area are limited to sites sub sites lists and libraries Migration Solution for SharePoint 4 7 User Guide Figure 4 Navigator Pane Y E Site Pages H E Style Library 21 00 subsites Y D Justa team site Double clicking on any of the sites lists or libraries will trigger the application to display the content for that object In addition a set of actions is available from right click menus on sites lists and libraries Contents Area The Contents area displays the actual data inside a list or library In addition to viewing list content the user can copy list items or documents from this pane Figure 5 Contents Area C Contents 23 10 EEE TIER D Team Site gt Shared Documents Name ZD 503 SPC108_Epstein ppt
105. tal migrations During incremental copy only new and updated data will be copied from the source to the target O e NOTE e The main usage scenario for incremental migrations is when changes are being made to the source environment only and copied using Migration Suite for SharePoint It is not recommended to use the incremental copy option if you target environment is live e The incremental copy feature is supported for documents and list items e List items have to be copied with the tool initially otherwise incremental copy may create duplicates e Sites and lists are not subject to the incremental copy mode and most of their settings cannot be incrementally deployed e Settings that do have a separate copy switch such as content types can be copied incrementally s fsite and list permissions are included into migration they overwrite the target permissions e Deleted items cannot be synchronized Migration Solution for SharePoint 4 7 User Guide 47 e Renamed documents are copied as a new document i e two versions of the document will reside in the target library e SharePoint Designer workflows cannot be copied incrementally Instead you can copy an updated workflow on its own giving it anew 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 sett
106. te http host sites TeamWithPub srclist Shared Documents trgtsite http host sites TeamWithPub trgtlist Shared Documents1 srcuser DOMAIN user srcepass password trgtuser DOMAIN user trgtepass password overwritebehavior dont _ copy filter FileDirRef sites TeamWithPub Shared Documents 1 log D Folders loutput xmlQuestDM exe cmd importfiles path C Temp filel doc trgtsite http host site2 trgtlist DocLib2 mapping D Temp template mvmap usermapping path file csv log output log Launcher exe cmd copyworkflows srcsite http host site srcuser account srcepass password trgtsite http host site2 trgtuser account trgtepass password includesubsites includelists usermapping path file csv Launcher exe help noSplash log output log Migration Solution for SharePoint 4 7 User Guide Appendix D Troubleshooting When something is not working as expected in the application the Dell Support team may request some information from you to help resolve the issue O 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 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 System logs a
107. the import This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors Any custom fields would be listed following the content type These fields must already exist within the target SharePoint list and content Type The values entered here must also pass any SharePoint validation or restrictions for the corresponding field Identifies the content creation date which is extracted from the file system If left blank the value will be set to the current date and time Migration Solution for SharePoint 4 7 User Guide 90 Column Name CSV ID Col Modified At Created By Modified By Mark Version Version Comment Description This is a reserved field utilized for incremental copy functionality Do not enter anything into this field Identifies the last content modification date which is extracted from the file system If left blank the value will be set to the current date and time Identifies the user who created the content If left blank the value will be set to the user currently logged into SharePoint Identifies the user who last modified the content If left blank the value will be set to the user currently logged into SharePoint For versioned libraries identifies the version level for the item being imported Major or Minor If a quasi versioning system was used in the file system this field along with the SharePoint
108. 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 O NOTE Note that deletions are not synchronized Incremental Migrations in Quick Mode You can use the incremental copy functionality for ad hoc migrations in the Quick mode 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 Torun incremental copy select the Incremental copy option under Advanced Options in the copy wizard and specify incremental copy time interval Migration Solution for SharePoint 4 7 User Guide If the incremental copy time interval is set to zero delta copy will start Unlike incremental migration that looks and copies any content that has been updated since a specified date i e s
109. tract and to customers who have trial versions To access the Support Portal go to http software dell com support The Support Portal provides self help tools you can use to solve problems quickly and independently 24 hours a day 365 days a year In addition the portal provides direct access to product support engineers through an online Service Request system The site enables you to e Create update and manage Service Requests cases e View Knowledge Base articles e Obtain product notifications e Download software For trial software go to Trial Downloads e View how to videos e Engage in community discussions s Chat with a support engineer Migration Solution for SharePoint 4 7 User Guide 103
110. u want to use an alternate account to connect to a SharePoint site set the Use local system credentials option to False in the Global Variables section of Profile Manager After you restart the application you will be prompted for credentials each time you connect to a new site b If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is not logged into the same domain specify your credentials and click Connect c c If your SharePoint environment is using Form Based Authentication specify your user name password and domain in the provided fields and click Connect d If your SharePoint environment is using Kerberos Authentication please refer to the Kerberos Authentication section for configuration instructions e If your SharePoint environment is using Claims Based Authentication please refer to the Claims Based Authentication section for detailed configuration instructions You can store your credentials for frequently accessed sites by using Password Manager For detailed information please refer to the Password Manager section If the SharePoint server you are connecting to is behind a proxy check the Use Proxy option and click Proxy Configuration to enter or verify the proxy settings You can use the Import Settings button to import the proxy server address and port from Internet Explorer Connecting to OneDrive for Business To connect to OneDrive
111. ult TT gt List Copy Options A v Advanced Options Overwrite if file exists Incremental copy Last days C Apply Filter Filter 9 T Re Map Site and List Templates Load Remove WEB Elements Load Migration Solution for SharePoint 4 7 User Guide 74 The CSV file should have a source to target entries for each user and group to map You can also do a wildcard domain mapping as shown below Figure 47 Wildcard Domain Mapping A B ACME EAST ACME WEST ACME EAST aklein ACME WEST amy klein ACME EAST bwood ACME WEST brian wood ACME EAST cphillips ACME WEST disabled 1 2 3 4 ACME EAST bwilson ACME WEST bob wilson 5 6 ACME EAST csmith ACME WEST chris smith NOTE 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 2 Specify the CSV file to export site users to 3 When export completes click Open CSV 4 Map each source user toa 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 ma
112. utions for SharePoint include an automatic update feature that notifies you about new updates available for the application If you choose to apply the update the update is downloaded and installed automatically O NOTE Windows Vista 7 users may need to start the application as administrators to apply updates NOTE If you have the application installed on a computer with no Internet access you can download the latest install package from the Dell web site and use it to update the application offline The application checks for available updates at startup but you can also use the Check for Updates button on the Help ribbon Figure 50 Check for Updates Option Home View Quick Mode File Manager Public Folders Project Mode Reports Help gee a Q Activation About Profile Manager User Manual F Debug Mode LS Reset Do not Show LD Log Manager Help If there is anew update you will be prompted to apply it If you see the following notification close the application and start it as administrator to apply the update Figure 51 Restart the Application Notification Product Update Manager lt gt j A new update is available Please restart the application to begin the installation Note Windows 7 or Vista users may need to run the application with administrator privileges in order to install the update If no updates are found you will see the following notification Migration Solution fo

Migration Suite for SharePoint 4.7 User Guide

Contents

Download Pdf Manuals

Related Search

Related Contents