Posts Tagged ‘list’

MetaVis Feature of the Day: Organize SharePoint Farms

June 18, 2014

Left in ungoverned state when too many many people can create sites SharePoint farms tend to grow to disorganized structures that are hard to navigate, manage and secure. Sometimes it is not bad because at the initial phase of introducing SharePoint to the organization it might be desirable to have this organic, almost viral, grow of SharePoint use. Introducing governance policies and rules helps to mitigate the organization problem with the ongoing farm growth. However, the existing disorganized structure remains. MetaVis Migration Suite provides an excellent way to restructure existing SharePoint farms into new manageable scheme.

For example, take a sub-sites somewhere deep in the site hierarchy and promote it to a new site collection together with all its sub-sites, lists, content, permissions and even navigation and look and feel. Alternatively, do the opposite operation: take a site collection and move it all as a sub-site of the other site collection. MetaVis Migration Suite can help to rearrange lists from different sites or site collections into a single location. It can also help to split large and messy site into several logical sub-sites or site collections every time taking vital structural information like permissions, fields, content types or workflows with lists and sites to their new location.

MetaVis Migration Suite works with on-premises and hosted SharePoints alike including Office 365 shared sites and OneDrive for Business tenancies. The desktop application is easy to install (no server side agents required) and looks much like Windows Explorer offering hierarchical representation of SharePoint farms with intuitive drag-and-drop or copy/paste interface.

Please visit http://www.metavistech.com/category/migration-suite for more information about MetaVis Migration Suite.

 

 

 

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MetaVis Feature of the Day: Copy SharePoint List Views

May 22, 2014

There are many different aspects in SharePoint List View configurations. Use MetaVis Migrator to copy list views between SharePoint locations (sites, site collections and farms, including SharePoint of different versions and editions) – individually, in groups or as a part of list, site or site collections copy.

Here is the list of just some types and configurations of List Views that are supported by MetaVis Migrator:

  • List name and URL
  • List Columns (including lookup and managed metadata ones)
  • Sort Order
  • Filters
  • Group By
  • Styles
  • Folder Based Views
  • Item Limit
  • Gantt Chart Views

Please visit http://www.metavistech.com/category/migration-suite for more information about MetaVis Migration Suite.

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.

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.

MetaVis Live Side-by-Side Site Compare

April 13, 2010

Earlier this week MetaVis for SharePoint added an experimental live side-by-side site compare function. Live compare allows user to select two SharePoint sites and compares the sites objects side-by-side in a single scrollable expandable tree view. The Compare View allows drilling down to sites, sub-sites, lists, content types, fields and object properties to see the difference between sites in a simple intuitive interface.

Moreover, the Compare View allows to select a difference record and to synchronize sites by copying selected objects. The object copy utilizes powerful MetaVis Migrator engine that enables copying sites, site hierarchies and lists.

We envision the following use cases for Live Compare functionality

  • Compare and synchronize site collections
  • Synchronize development, QA and production environments
  • Check the completeness of data migration
  • Quickly find a modified object property like “Major Versioning” enabled for some lists

To utilize MetaVis Live Compare connect to SharePoint sites, select them in MetaVis Navigator View like displayed on the picture below, right click and choose Live Compare menu option.