Posts Tagged ‘move’

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.

Manage SharePoint Site Security: Permission Levels, Permissions, Security Groups and Users with MetaVis

May 13, 2010

One of MetaVis for SharePoint features often overlooked by its users is embedded SharePoint site security manager. Site security manager allows to browse and copy site permission levels, permissions, groups and users between SharePoint security groups, sites, site collections and even SharePoint farms, view site permissions inheritance status, break it or restore it – all in an intuitive Windows Explorer style user interface.

MetaVis Site Security Manager is embedded in to MetaVis Migrator. It does not require any additional server side components which makes it easy to try.

To start browsing security objects right click at any site of the site collection hierarchy in MetaVis Navigation Tree and select one of the security related item:

  • Show Permissions
  • Show Permission Levels
  • Show Groups

Below is the screen shot of the typical site permissions setup. The green flag in the top right corner of the list is the indicator whether permissions set is inherited from the parent site. Red flag means that permissions set is inherited. In this case the copy permissions to this site would not be allowed.

SharePoint icon next to inheritance flag opens a browser pointing to the site permissions screen.

Note that permission records on this screen are like any other MetaVis objects: they could be dragged and dropped to the other site (possibly from the other site collection of SharePoint farm) or they could be copied to the clipboard with the consequent paste to the other site. Many permission records could be selected at once to be copied in batches.

Below is the screen shot listing site permission levels. As was discussed earlier, the green flag in the top right corner is the indication that permission level inheritance from the parent site is broken for this selected set. As was discussed earlier, permission level records could be dragged and dropped or copied and pasted to the other site individually or in bulk.

Below is an example of the screen displaying security groups and users for the selected site. This screen allows to browse site groups and users in these groups. Like with other lists, it is possible to select several objects on this screen using familiar Ctrl-Click, Shift-Click shortcuts. The screen supports features like

  • Drag and drop (copy / paste) users between groups of the same site (right on this screen)
  • Drag and drop (copy / paste) users to the groups in the other site, possible in the other site collection or even server farm
  • Drag and drop (copy / paste) the whole group to the other site or site collection

Copy SharePoint Site to New Site Collection using MetaVis for SharePoint

May 13, 2010

Earlier this week MetaVis for SharePoint added an experimental feature that allows to create new site collections based on any existing site. There are several business cases covered by this basic functionality

  • Copy site collection to the other location in the same server farm or to some other server farm
  • Promote existing sub-site to the site collection level (which could be located in the same server farm or in the different one)
  • Create new site collection with the exactly same structure (and, optionally, data) as some other site or site collection

This feature does not require any additional installations (agents) on the SharePoint server side and could be bundled with the regular MetaVis for SharePoint installation. However, it would not work with hosted or BPOS environments because Central Administration there is replaced with custom administration dashboards that impose strict control over site collections creation.

In order to create new site collections, in addition to the regular credentials and site URLs the user should know the URL to the server farm central administration site and server farm administrator credentials.

There are two ways to activate “Copy to New Site Collection” feature:

  • Use site copy wizard by selecting Tools / Site Copy menu item. Select source site first and then Select third option “Create New Site Collection” on the “Select which type of site copy should be run” screen

  • The other way to start using Copy to a New Site Collection feature is to right click on any site in the MetaVis Navigation Tree and select “Copy to a new site collection” item from the popup menu.

After the source site is identified the screen Copy to a New Site Collection will appear. The screen will allow to select regular site copy options. It will also prompt to define URL to server farm Central Administration Site and new Site Collection URL in order to connect to the central administration and instruct it to create new site collection.

Maintaining Created / Modified properties while copying or tagging documents in SharePoint

December 18, 2009

Each SharePoint item and document has special Created By, Created At, Modified By and Modified At properties that can be seen on the item’s View Properties screen. These properties are not editable with SharePoint GUI but sometimes it is desirable to keep these properties while copying document from one location to the other one, uploading a file from file system or re-classifying the document with new content type or field values.

Below are some typical cases that would benefit from maintaining original values for these “core” properties at the time of moving, copying or uploading an item:

  • Created At property could be used to enforce document retention policy. During its life-cycle document may travel from file system to a list in SharePoint and to an other SharePoint site. In this case it would be nice to keep the created date of the original document instead of the date of moving to its last location.
  • Created By property could be used in a navigational list view with grouping that include original document author. Unless this property will be preserved during document copy, the document would not be found in the author category it belongs.
  • Modified At property could be an indicator of items that have been recently changed. The change would trigger a special workflow for an item or cause a notification. In case of maintenance (not business related) changes such business related activities should be waved. These maintenance changes may include mass enhancement of metadata of simple copying items to another location.

MetaVis Classifier and Migrator products optionally allow user to maintain Created By, Created At, Modified By and Modified At properties during item tag, copy or file upload to SharePoint. To enable this functionality a special product called MetaVis Core Properties Service has to be installed on the destination SharePoint server – the one where these properties values should be maintained.

After MetaVis Core Properties Service has been installed on the destination SharePoint server, MetaVis Classifier and Migrator products detect it automatically during items copy. In this case MetaVis displays all four created / modified properties on the Copy Wizard Properties screen. By default these properties are set up to keep original value they had on the source item but there are several other possibilities listed below for defining their values during items copy or tag. Note that any of these cases could be applied to any of four core properties independently.

  • Copy value to the property from the same property of the source item (Create At to Create At, Modified By to Modified By, etc). This is the default choice on the Properties screen of the Copy Wizard. This choice maintains the original created / modified property value as it was in the source item whether it was located in other SharePoint site or on file system.
  • Copy value to the property from the other property of the source item. This option allows to set Modified At field to the value of the Created At field of the original item or to copy a value from a custom Person or Group column to a Created By field.
  • Let SharePoint set this property. This option does not copy any values. After the item copy, Created At and Modified At properties of a newly copied items will be set to the current time, Created By and Modified By fields will be set to the current user. After tag or copy to the new version only Modified properties would be set to current time and user.
  • Set certain value for this property. A user for Created By or Modified By fields could be selected from the list of users. Date and time for Created At or Modified At fields could be selected using calendar control.

When bulk list or site copy is performed instead of item level copy MetaVis Migrator will preserve all four created / modified properties from the original source item. MetaVis Migrator will also preserve all four created / modified properties if “Keep Original Content Type” option is selected on the Properties screen of the Copy / Tag Wizard during item level copy.

These flexible choices allow to plan each copy or tag process with respect to the intended use of a document or an item during its life-cycle.

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