Copy objects in SharePoint with MetaVis: from fine copy control to bulk copy

This article discusses various cases of copying data in SharePoint by MetaVis Migrator. MetaVis Migrator offers wide variety of functions from a fine control over each field value while copying few selected items in a large list to a bulk copying of many lists or even sites at a time preserving object properties and all items metadata. Below is the list of different methods of copying SharePoint objects with the explanations what they do and how and when they should be used.

  • Item Level Copy allows to select one or several items in a list or file system folder and copy all of them at once to another folder, list, site, site collection or SharePoint server. Item level copy could be applied to documents, non-document items or pages. During this way of copy items of different content types could be selected and copied at the same time. The copy will preserve content type and values for all fields while copying the data. To activate item level copy in MetaVis Copy Items Wizard select “Keep Original” in Content Type box on the Properties page of the wizard. Item level copy should be used when some items in a list or library should be copying to the new location.
  • Item Level Copy with Fields Mapping allows to select one or several items in a list or a folder on a file share and copy all of them at once to another folder, list, site, site collection or SharePoint server. Item level copy could be applied to documents, non-document items or pages. During this way of copy items of different content types could be copied at the same time but only one content type could be selected as a destination. User may define a mapping for fields so that values will be copied from the source fields to the new fields of the destination item. MetaVis Migrator supports wide variety of field mapping strategies like mapping of Choice or String fields to Lookup field which make MetaVis Migrator a perfect tool for the content re-classification and enhancement of content metadata. To activate fields mapping during item level copy select destination content type on the Properties page of MetaVis Copy Items Wizard. In this mode new values for fields could be selected by using Left-Arrow or Down-Arrow buttons located near each field.
  • Data Analysis Mode for Item Level Copy enables preview of field values during field mapping. It is often beneficial to see all possible values that appear in certain field for all items selected for item level copy. One of the values could be selected as a value for the selected field in the destination item. Enable menu item “Edit / Data Analysis Mode” to activate this mode and use Down-Arrow button on the Properties page of MetaVis Copy Items Wizard to preview field values for the selected field during mapping. Data Analysis Mode could be used to understand current data in source SharePoint lists prior to the migration project and build MetaVis migration templates to facilitate repeatability during migration.

  • Folder Copy initiates item level copy for all items in the selected folder in SharePoint or on a file share. Folder copy will also include all sub-folders of the selected folder into a copy operation. To activate a folder copy the folder could copied or dragged from the Navigator or Content Views into the other folder or a list on the Navigator or Content Views. This mode of copying could be used to mass copy items located in folders.

  • List Copy allows to select a list or several lists in a certain site and copy them all to another location. In the process MetaVis Migrator will create each list in the target site together with all required fields and content types and optionally will copy content, list views and list permissions. MetaVis Migrator will copy items preserving their content type and field values as they were in the source list. This mode of copy could be activated by copying of a list node in the Navigator View and pasting it on the site, dragging and dropping list node in the Navigator View or using List Copy Wizard available in the Tools menu. This mode of copying could be used to mass copy lists with items or to copy list structures and views.

  • Site Copy allows to copy sites from one location to the other one or to copy certain site objects to the existing sites. This function optionally allows to include all sub-sites into a single copy operation, optionally support copying of the lists, list views, list items, site home page WEB Parts, site permissions and activate site features. This function will later be extended to include other site objects like master and layout pages, etc. Site Copy could be activated by copying a site node and pasting it to the other site in the Navigator View or by using Copy Site Wizard available in the Tools menu. Site Copy could be used to bulk copy the site hierarchies without changing site structures. The other use of site copy is to merge two sites together including content types hierarchies, lists and sub-sites.

Advertisements

Tags: , , , , , , , , , , ,

3 Responses to “Copy objects in SharePoint with MetaVis: from fine copy control to bulk copy”

  1. Using field mapping during items tag or copy in MetaVis Migrator « MetaVis Architect for Sharepoint Says:

    […] MetaVis Architect for Sharepoint This BLOG is informal conversation about history, motivation and use cases of MetaVis Architect, about handling of metadata in Sharepoint and about metadata in general « Copy objects in SharePoint with MetaVis: from fine copy control to bulk copy […]

  2. Maintaining Created / Modified properties while copying or tagging documents in SharePoint « MetaVis Architect for Sharepoint Says:

    […] bulk list or site copy is performed instead of item level copy MetaVis Migrator will preserve all four created / modified […]

  3. Preserve folder information in fields when importing files from file system to SharePoint « MetaVis Architect for Sharepoint Says:

    […] is usually a good strategy to perform load of one file in MetaVis Data Analysis Mode to understand better the values for “Folder in File Path” properties. In this mode […]

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s


%d bloggers like this: