Posts Tagged ‘content’

MetaVis Platform Features Overview: Copy content types with dependencies

March 29, 2011

A content type is a reusable collection of metadata (fields) and other settings that could be applied to SharePoint items. A content type in SharePoint may have a parent content type, which in turn may have another parent and so on. A content type may also have fields some of which it can inherit from its parents and the other fields could be created right inside this content type. Content types could also be added to lists or libraries that allows them to be used to assign metadata values to items or documents.

This way, content types form pretty complex structure in SharePoint site collections. Look at the example below generated by MetaVis Architect

 

 

 

MetaVis Migrator for SharePoint can copy all content types including their complete parent hierarchy and fields when a user copies a list or library that used these content types. MetaVis Migrator also reproduces source content type hierarchy in the target environment when copying the whole site.

 

Recently we added the function that allows users to copy just one selected content type from one site to the other one in one operation including all tree of the parent content types and all fields in these content types.

 

Select source and target sites in MetaVis Navigation Tree, Start Compare, expand Content Type compare area, select the content type to copy and click Copy from Left to Right button (or Copy from Right to Left button depending of the circumstances)

 

 

Using this operation MetaVis Migrator will copy the selected content type and all its dependencies.

 

MetaVis Change Manager allows scheduling content type copy activities using simple copy / paste or drag-n-drop gesture on MetaVis Navigation Tree. Unlike MetaVis Migrator, Change Manager displays content types in the navigation tree and allows copying them between different sites.

 

 

A part of MetaVis Change Manager functionality is to execute activities for multiple source and target site pairs provided by Excel spreadsheet. This function allows to mass-distribute content types between multiple site collections as a part of an execution of a single activity.

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Copy SharePoint 2010 Document Sets with MetaVis Migrator

July 20, 2010

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.

Compare SharePoint content (items and documents) and other objects between sites using MetaVis side-by-side compare feature

May 13, 2010

There were several updates made recently to MetaVis Live Side-by-Side Site Compare dialog worth to mention today. First, it becomes possible to compare actual content: items and documents in SharePoint lists. Here is how the difference report looks like. Copy from left to right button would start the copy operation.

There are several objects types added to the side-by-side compare report besides content. Among them are list views, site permissions, permission levels and security groups. Here is the example how security groups compare in this report. As usual, all differences could be synchronized between sites using Copy button.