Copy SharePoint 2010 Document Sets with MetaVis Migrator

Document Set is a new kind of objects supported by SharePoint 2010. The concept of Document Set has been around for quite a while in different content management systems. In Documentum they called it Virtual Document or, some of them, Assembly; in LiveLink they called it Compound Document. Microsoft brought this concept to SharePoint in its latest version. Document Set is a way to group related documents together. In a certain way it is like a folder but with several important differences. In some other way document set is like a document that consists of several other documents. Below is the picture of a Document Set with three documents inside and visible document set ribbon menu.

Document set is like a folder in a way that it can contain other documents and it could be located in a library together with other documents, folders or document sets. This is how document sets look in a list of documents.

Unlike folder, document set could be limited to contain only documents of certain content types. For example, we may create a document set content type in a list so that each document set instance will contain only Software Specifications and Project Plans.

Moreover, document sets, like regular documents, could have versions and could be sent to workflows as a single whole. For example, we can send a Car Loan Application document set with all its documents to an Approval workflow so that someone will check that all required documents are included in the set.

Latest version of MetaVis Migrator supports document sets in SharePoint 2010 sites as any other native SharePoint object. This is how document set looks in MetaVis interface. Copy it, paste it or drag it and drop to another list, site or server, alone or together with other documents or as a part of a list of a site.

Do not forget to select <Keep Original> Content Type on the properties page of the Copy Items Wizard if you do item level copy because there are several content types involved when you copy document sets.


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