Posts Tagged ‘column’

Cool technique to copy SharePoint list with dependent content types to the right place to another site collection

June 4, 2010

This article discusses an interesting technique of copying SharePoint list with content types to different site collection. The task seems to be simple enough considering there are some tools on the market that can let user to grab a list and drag it and drop to the other site collection while performing some copy magic behind the scenes. Still, there is a place to think about before doing this drag and drop: list may have content types defined in the parent site, not in the same site where the list is defined.

Let’s, for the sake of simplicity, consider two sites: root site of the site collection (Publishing Portal in this case) and its sub-site (Mark’s Site).

Parent site Publishing Portal contains definitions for content types.

Sub-site Mark’s Site contains the list itself with all content types, views and content

We want to take this Repair Manuals list and copy/paste or drag-n-drop it to some other sub-site of some other site collection.

If we will do just that then the list will be created in our destination sub-site but all content types (that were before in the root site of the site collection) will be now created in the same destination sib-site. This is not good because someone probably created these Vehicle-based content types in the site collection root with the purpose to reuse it in different sub-sites of the same site collection. It would be nice to preserve this architecture in the destination site collection as well.

To do this we need to copy this list twice. First time, copy it to the root site of the destination site collection even if it ultimately should not go there. This time do not copy content, do not copy permissions, workflows or views related to the list. Just copy the list itself and all dependent content types. This way, all content types and fields will be automatically created together with the list in the right spot of the destination site collection. These content types and fields may be reused later on by other sites of this site collection. Here are options to copy just list with no content and other attributes like presented by MetaVis Migrator for SharePoint .

After this, delete the list from the root site of the destination site collection. All content types created in the root site will still be there because they are defined outside of the list.

As a last step, copy the same list again but this time – to the right sub-site of the destination site collection. It will create the list and reuse all content types from the root site created during the previous copy. This time, select all options for copy content, permissions and views on the copy list wizard screen.

This technique allows to preserve originally designed architecture of SharePoint site collection that involves complex taxonomies of site columns and content type hierarchies.

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

December 15, 2009

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.