Posts Tagged ‘copy’

MetaVis Feature of the Day: Copy, Export and Import Term Store Elements

June 5, 2014

SharePoint includes the function to import term sets to the term store from specially structured CSV Spreadsheet. MetaVis Term Store Manager includes the function to export term sets into CSV spreadsheet compatible with SharePoint import format. This function could be used to build term set using Excel spreadsheet starting from the existing term set.

Moreover, MetaVis Term Store Manager includes the function to Export and Import any term store element (term sets, term groups or even a term hierarchy) in XML RDF SKOS format. This format allows to preserve term data that is usually not preserved in CSV files like synonyms and language translations. XML RDF SKOS export and import provide excellent opportunity to back up term stores or parts of the term store hierarchies preserving term details.

XML RDF SKOS format is one of the industry standard of taxonomy interchange. In this role, it is also a nice way to interchange SharePoint Term Stores data with other systems or import 3rd party taxonomies.

Both CSV file and XML RDF SKOS files in combination with export and import functions could be used as a media to copy term sets between SharePoint farms. However, is would be more convenient to use direct copy function in MetaVis Term Store Manager to transfer any part of term store hierarchy (term groups, term sets or individual terms with or without sub-terms) between server farms or to Office 365 tenancy.

Please visit http://www.metavistech.com/product/term-store-manager for more information about MetaVis Term Store Manager.

 

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MetaVis Platform Features Overview: Browse list or library permissions and copy selected list permissions between lists

April 8, 2011

SharePoint lists by default have their permissions inherited from the sites where they got created. However it is possible to break list permission inheritance and set up unique permissions for the specific list. In this case list permissions will not be changed in case someone will change site permissions however unique users or groups could be added to the list permissions.

 

MetaVis Migrator and MetaVis Change Manager support copying or unique list permissions between SharePoint sites. This time we added a function to display list permissions in the MetaVis Content Viewer and copy individual permissions between lists, sites and site collections.

 

Right click on a list, select Objects and then Show Permissions menu item to browse list permissions.

 

 

Users can copy and paste or drag-and-drop permissions records from this Permissions Viewer to the other list in this or other SharePoint site.

 

Also note the little icon on the Permissions Viewer toolbar that is an indicator that the list has permissions inherited from the parent site. Clicking on this button would break or restore list permissions inheritance.

 

 

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.

MetaVis Platform Features Overview: Browse and Copy Individual WEB Parts between WEB Part Pages

March 23, 2011

Users and administrators use WEB Parts to customize look and feel and behavior of SharePoint pages. WEB Parts could be used to customize WEB Part Pages located in document libraries, Publishing Pages located in the Pages library of the publishing sites, WIKI Pages, system pages like site home pages or list views or update pages.

MetaVis Architect Suite provides an easy way to list WEB Parts for any selected page and to copy WEB Parts between pages. Find WEB Part Page in MetaVis Content View, right click on the page and select Show WEB Parts.

 

 

Show WEB Parts menu item brings the WEB Parts Viewer that displays WEB Parts located on the selected page.

 

 

It is possible to copy and paste or to drag and drop WEB Parts from MetaVis WEB Parts Viewer to any other WEB Part page in MetaVis Navigator tree or content viewer.

 

While MetaVis Migrator for SharePoint allows immediate copy of WEB Parts, MetaVis Change Manager for SharePoint creates activities that could be executed at the later time. As usual, MetaVis Change Manager activities could be executed at once for multiple targets. It could simplify such operations like mass distributing WEB Parts from list view page to hundreds of the sites in multiple SharePoint farms.

 

Another interesting functionality of WEB Parts View is the ability to save WEB Part XML definition to the file on the local computer. To do this, right click on the WEB Part in the WEB Part Viewer and select Save XML Config to File option like on the picture below.

 

MetaVis Platform Features Overview: Bulk user mapping to add or replace domain in login names

March 8, 2011

Many if not all SharePoint objects have user accounts associated with them. They could come in the form of basic item or document properties like Created By or Modified By. The other example is the value in Person or Group field. Users could also be members of SharePoint security groups or object permission records.

One of the common problems that arise when people copy SharePoint objects or the whole site collections between active directory domains is to change account information when copying users. For a long time MetaVis Migrator used to have an ability to specify user mapping when performing copy operations. Each Copy Wizard to copy items, lists, sites, permissions or user groups includes the controls to provide user mapping

User mapping should be provided in the form of CSV file with a row per user mapping. Each row should specify account name is the source and target environments separated with comma.

While this approach works well in majority of the situations it is often hard to compile user mapping file if environments contain hundreds if not thousand user accounts.

To cover the situation with bulk user mapping, MetaVis Migrator added the ability to provide user-mapping rows using wildcard specifications like on the picture below

In addition to this, the wildcard specification could just add a domain to the account that does not have domain in the source environment

The later mapping could be user to map user accounts from FBA environments or from non-user fields like text field or MS Office Authors or Last Saved By fields.

It is worth to note that the wildcard records could be provided in the mapping file in addition to the real account mapping. This technics provides the mechanism to specify default values to the user mapping in addition to the direct mapping of the account that have more changes in the source and target environment than just domain change.

MetaVis Platform Features Overview: Browse out-of-the-lists database objects and copy them between sites

March 3, 2011

SharePoint users create content in lists and libraries. However, developers and administrators may create content using SharePoint Designer application. This content may not accessible through lists and libraries but it still could be used for branding, navigation and user interaction purposes.

Developers usually create such SharePoint Designer objects like HTML Pages, Cascading Style Sheets (CSS files), WEB Part pages, images to display on the pages and folders to keep other objects. WEB Part pages created in this way could be also customized by power users using regular Edit functionality available on SharePoint GUI even without SharePoint Designer. Power users and administrators can manage WEB Parts and some text on these pages.

Large portion of SharePoint itself is implemented using such SharePoint Designer objects. For example, familiar default.aspx home page of SharePoint 2007 team sites is implemented using this technique. Another example is list views, new and update items pages like AllItems.asmx that could be customized by adding WEB Parts and some branding elements.

Right click on site or a list node in MetaVis Migrator Navigation tree, select Objects menu item and select Show SharePoint Designer Objects submenu to reveal SharePoint Designer objects for the selected site or list.

SharePoint Designer Objects viewer looks and works much like any other content viewer in MetaVis Applications. A user can drag and drop or copy and paste objects from this view to sites and lists in the other sites or site collections or even to regular document libraries. There is also an option to view and to copy WEB Parts located on WEB Part pages.

While MetaVis Migrator allows immediate copy of SharePoint Designer objects, MetaVis Change Manager creates activities that could be executed at the later time. As usual, MetaVis Change Manager activities could be executed at once for multiple targets. It could simplify such operations like mass distributing WEB Parts from list view page to hundreds of the sites in multiple SharePoint farms.

Management of SharePoint Designer objects in MetaVis Platform makes it possible to mass distribute branding, navigation and other SharePoint customizations from development to staging to production environments.

Overview of new features in MetaVis Applications

March 1, 2011

First days of spring brought us warmer weather, melted snow and longer days. We did quite a bit of development in MetaVis Tech since the beginning of the year introducing new features that help to Organize your SharePoint. Now we feel it is a good time to talk about new features we introduced in the perspective of current and future development.

 

Today we start the series of articles introducing new features. We begin with the list and later we will dig deeper into the details of motivation, business case, use and future plans for the new functionality we added.

 

  • Discover all WEB Applications and Site Collections in a server farm
  • Browse out-of-the-lists database objects and copy them between sites
  • Bulk import files from file system with their metadata defined in a spreadsheet
  • Copy / paste or drag and drop WEB Parts between arbitrary WEB Part pages in SharePoint lists or out-of-the list system folders
  • Bulk user mapping to add or replace domain in login names
  • Copy content types with dependencies (fields and parent content types)
  • Browse list or library permissions and copy selected list permissions between lists.
  • Site and list content reports with the option to include versions for list content
  • Mass delete site and list permissions, site groups or users from groups and site permission levels
  • Map parts of the folder path to a SharePoint field when copying documents or items from SharePoint sites or tagging document or items in SharePoint
  • Easy packaging for accessing SharePoint in Office 365 Cloud
  • Bulk import files from file system with the simultaneous tagging enabled in SharePoint GUI through Cloud Classifier

One Year in MetaVis Development

December 15, 2010

End of December is a traditional time to reflect about achievements of the passing year and lay some plans for the year upcoming. I tried to extract the essence of MetaVis development from the jungle of our release notes for the executive planning. I was surprised as many of the functions that seemingly were there forever got their start during 2010.

In brief, we did the following

· Rounded up MetaVis Migrator offering by adding the ability to copy sites, site collections and promote sites to site collections as well as adding support for many individual SharePoint objects. Among new objects we added support to browse and copy site and list permissions, security groups, permission levels, users, list views, WEB Parts (with views), publishing page layout settings, welcome page settings, site navigation settings, site themes settings, SPD Workflows, InfoPath forms, Survey lists and Discussion Boards, list and site templates, master pages. Added automatic URL correction when copying hyperlink fields, links, WEB Parts and WEB Part or publishing pages

· Launched Cloud Classifier – server side solution integrated with SharePoint 2010 ribbon GUI distributed across all site users that allows to mass tag list items and documents

· Started Change Control and Release Manager product – a comprehensive solution with delayed execution of activities, scheduler, mass source and target substitutions and audit trail history to manage changes across multiple SharePoint environments

· Implemented live side-by-side compare feature for sites, site collections and lists that displays live difference report for all objects supported by MetaVis product line starting with sites down to individual items or documents

· Added support for SharePoint 2010 including many SharePoint 2010 specific features like copy and map managed metadata fields, copy and merge term sets, copy document sets

· Integrated MetaVis products with Exchange Public Folders, Windows File Classification Infrastructure (FCI), Windows Explorer (for bulk import) and new Microsoft Online SharePoint 2010 from Office 365

· Extended Bulk import from file system offering by allowing to map file system folders to SharePoint fields, adding optional folder removal feature and enabling automatic correction of illegal characters

· Improved visual appeal, general organization, ergonomics and usability of the product by adding MS Office style ribbon toolbar, interactive graphical wizards and background processing for all operations

· Added reports for site collection inventory, site users and site templates

· Implemented filter-based items, lists and sites copy that allows to perform delta- and incremental migrations

· Implemented mass delete and mass rename functions

· Added command line processing for all copy functions with options

· Extended mapping functionality to tackle differences in SharePoint environments by allowing to map the fields of different types like lookup field to managed metadata field, map users, site and list templates when copying SharePoint objects

It was fun, productive and agile year in MetaVis development group full of discoveries and successes. We are looking forward to the challenges of the New 2011 Year with optimism and high expectations.

MetaVis Change Control and Release Manager

November 22, 2010

Product Overview

MetaVis Change Control and Release Manager for SharePoint (CCRM) is an off the shelf software tool that compares and promotes changes between two of more SharePoint environments.

Change Control and Release Manager provides a controllable and repeatable way to automate the following processes:

  • Propagate changes made in development environment to test one and then to production one
  • Bring back data collected in production environment to the test and to development ones
  • Distribute solutions from software vendor to multiple clients
  • Push updates to multiple SharePoint environments in the organization
  • Govern multiple SharePoint environments with centrally defined policies

Change Control and Release Manager employs several foundation tools to support business cases described above:

  • Live side-by-site compare tool that provides both high level and fine grained difference reports between SharePoint environments with the ability to drill down into the difference hierarchies and initiate object synchronization activities
  • A number graphical and background tools for objects copy activities that allow object copy on site collection, site, list and individual item levels
  • Activity management tool that allows defining , managing, grouping, execution and scheduling of the object compare, copy and synchronization activities defined by other tools

Change Control and Release Manager supports change management for the following SharePoint objects:

  • Sites, lists, libraries, fields, content types, content type and column groups
  • Folders, documents, document sets, pages, publishing pages, WIKIs and items
  • WEB Parts, list views and site welcome pages
  • Workflows
  • Term stores, term sets, terms and managed metadata columns
  • Users, groups, permission levels, permissions and permission inheritance

Concept and Terminology

Change Control and Release Manager implementation is based on a concept of activity. An activity is a unit of elementary operation like copy site, list or filtered group of items. Copy activity specifies source, destination and copy parameters.

Multiple activities may be grouped together and executed as a whole. For example, an activity may include a several list copy activities. Another example is an activity that copies site from development to QA and then copies QA site to the production environment. Yet another example is distribution of a single list to multiple different sites.

Change Control and Release Manager allows scheduling, managing, executing activity or groups of activities and viewing history of activity execution including the users who created, modified or executed the activity.

Activity history view allows browsing the activity execution log and other artifacts (like reports) of previous activity executions.

The activities themselves are based on the familiar MetaVis copy operations like copy site, list or items wizards.

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Scheduling of activities may also utilize the full power of MetaVis Live Compare dialog.

Scheduling of activities could also be done using copy/paste or drag-and-drop operations in MetaVis Navigator View that reflects natural SharePoint object hierarchy.

The mission of Change Control and Release Manager is to provide an easy way to perform, monitor and audit large sets of repeatable operations that copy or synchronize multiple SharePoint environments.