Posts Tagged ‘list’

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.

Several ways to copy SharePoint objects using MetaVis Migrator

December 14, 2009

Copying items between SharePoint lists or file system shares as well as copying SharePoint lists and sites could be performed using MetaVis Classifier, Migrator or Architect Suite. If you use MetaVis Architect Suite switch to Classifier mode by pressing yellow tag in the application toolbar.

Connect to source and target SharePoint sites before starting to copy items. It will display site hierarchies, lists and folders in the left side Navigator View. Double clicking of a list or a folder in the Navigator View will display folders, items and documents in the right side Content View. There is also My File System View that displays drives and folders. Double clicking of a folder in My File System View will display folders, items and documents in the right side Content View.

There are several ways to initiate copy operation that will move objects between SharePoint sites or load files from file system shares.

  • Select source items, copy them into clipboard and paste them to the destination list or folder
  • Select source items and drag and drop them to the destination list or folder
  • Select source items in the Content View, right-mouse click on the Content View and select “Copy To…” menu item which will display a “Copy Items” wizard. Select destination site, list and folder on the first page of the wizard and proceed to the properties and copy pages
  • Open second MetaVis Window by selecting Window / New Window menu item or by pressing Crtl-N keyboard shortcut. Arrange windows on the screen (to auto-arrange, right click on the Windows Task Bar and select Arrange menu item). Copy / Paste or Drag and Drop items between MetaVis windows. Note that more than two MetaVis windows could be opened at the same time
  • Open Tools / Copy Lists and Libraries wizard and follow its pages to copy lists and libraries and (optionally) their content (items or documents) between the sites and site collections
  • Open Tools / Compare Sites wizard and follow its pages to copy lists and libraries structures between the sites and site collections. This method does not allow to copy content (items or documents) but it does allow to copy definitions to multiple destination sites
  • Open Tools / Copy Site wizard and follow its pages to copy sites and sites hierarchies between the sites and site collections as well as merge sites including their content type hierarchies and lists.

The following items could be copied or dragged:

  • SharePoint items, folders or documents in Contents View
  • File System files or folders in Content View
  • SharePoint lists and folders in Navigator View
  • SharePoint sites in Navigator View
  • File System folders in Navigator View
  • File System folders in My File System View
  • File System files and folders in Windows Explorer or in any other native Windows file management application that supports drag and drop and copy/paste for files and folders

The following items could be used as target containers where the selected items could dropped or pasted

  • SharePoint folders in Contents View
  • SharePoint lists and folders in Navigator View
  • SharePoint sites in Navigator View (to copy lists and other sites)

Use the following shortcuts to select multiple items. A item could be a SharePoint item, folder, document or file system file in the Content View, List or Folder in the Navigator View or a Folder in My File System View.

  • Mouse Click selects an item and clears previous selection
  • Crtl-Mouse Click adds an item to the existing selection or removes existing item from the selection
  • Shift-Mouse Click adds a group of items to the existing selection or removes a group of items from the selection
  • Ctrl-A selects all items in the Content View

There are several ways to copy and paste items after they have been selected

  • Right mouse click and select Copy or Paste
  • Select menu item Edit and then Copy or Paste
  • Use keyboard shortcuts Crtl-C / Ctrl-V