Quest Migration Solutions

for SharePoint

User Guide
Migration Suite for SharePoint 4.4 Migration for SharePoint Online 4.4 Migration Manager for SharePoint 4.4 Public Folder Migrator for SharePoint 4.4 File Migrator for SharePoint 4.4

 2012 Quest Software, Inc. ALL RIGHTS RESERVED.

This document contains proprietary information protected by copyright. The software described in this document is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchasers personal use without the written permission of Quest Software, Inc.

The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document.

If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA 92656 Email: [email protected] Refer to our website www.quest.com for regional and international office information.

TRADEMARKS
Quest, Quest Software and the Quest Software logo are trademarks and registered trademarks of Quest Software, Inc in the United States of America and other countries. For a complete list of Quest Software's trademarks, please see http://www.quest.com/legal/trademark-information.aspx. Other trademarks and registered trademarks are property of their respective owners.

For More Information

Get the latest product information, find helpful resources, test the product betas, and join a discussion with the Quest team and other community members. Join the SharePoint Team Community at http://communities.quest.com/community/sharepointforall/

Quest Migration Solutions for SharePoint Version 4.4 Last updated November 2, 2012

Contents
About This Guide ...................................................................................................... 5 Overview ............................................................................................................................ 5 Conventions ............................................................................................................... 5 Introduction to Quest Migration Solutions for SharePoint ................................... 7 Required Permissions .............................................................................................. 8 SharePoint ......................................................................................................................... 8 Source SharePoint Sites ........................................................................................... 8 Target SharePoint Sites............................................................................................. 8 Exchange ........................................................................................................................... 8 File System ........................................................................................................................ 9 Installation................................................................................................................ 10 Product Activation .................................................................................................. 13 Offline Activation .............................................................................................................. 14 Working with the Quest Migration Solutions for SharePoint ............................. 15 Interface Overview ........................................................................................................... 15 Connecting to SharePoint................................................................................................ 16 Kerberos Authentication .......................................................................................... 18 Connecting to SharePoint Online Sites ................................................................... 18 Claims Based Authentication ................................................................................... 19 Password Manager .................................................................................................. 19 Using Site Collection Discovery............................................................................... 21 Navigator View................................................................................................................. 23 Contents Area .................................................................................................................. 23 Connections Area ............................................................................................................ 24 Migrating SharePoint Content ............................................................................... 25 Migrating Sites ................................................................................................................. 26 Migrating Site Collections/My Sites ......................................................................... 31 Migrating Lists and Document Libraries .......................................................................... 35 Single List Copy ....................................................................................................... 35 Multiple Lists Copy ................................................................................................... 39 Migrating Individual Items/Documents ............................................................................ 41 In-Place Content Tagging ................................................................................................ 45 Migrating Site Objects and Permissions.......................................................................... 47 Migrating List Objects ...................................................................................................... 49 Migrating Web Parts ........................................................................................................ 50 Repeating Migration for Failed Objects ........................................................................... 53 Using Site Compare ........................................................................................................ 54 Scheduled Migrations (Project Mode) ............................................................................. 55 Creating Jobs ........................................................................................................... 55 Running Jobs ........................................................................................................... 58 Running Incremental Jobs ....................................................................................... 58 Tracking Job History ................................................................................................ 59 Viewing/Modifying Job Properties ........................................................................... 61 Migrating Legacy Content to SharePoint.............................................................. 62 Migrating Exchange Data to SharePoint ......................................................................... 64
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Copy Entire Folder ................................................................................................... 64 Copy Individual Items .............................................................................................. 67 Migrating Exchange Folder Permissions ................................................................. 71 Migrating Files to SharePoint .......................................................................................... 73 Migrating NTFS Folder Permissions ....................................................................... 78 Scheduled Migrations ...................................................................................................... 80

Metadata Mapping and Tagging ............................................................................ 81 Data Analysis Mode ......................................................................................................... 81 Properties Screen ............................................................................................................ 82 Content Type ........................................................................................................... 82 Tagging/Classification.............................................................................................. 83 Field Value Selection Screen .......................................................................................... 83 Migrating Created/Modified Metadata ................................................................... 85 Installing Extension Web Service .................................................................................... 86 Advanced Migration Features ................................................................................ 87 Migrating E-mail Alerts .................................................................................................... 87 Migrating Workflows ........................................................................................................ 90 Migrating OOB Workflows ....................................................................................... 91 Migrating SharePoint Designer Workflows .............................................................. 93 Migrating SharePoint Designer Objects .......................................................................... 94 Preserving Content Authorship and Approve/Reject Status ........................................... 95 User/Group Mapping ....................................................................................................... 96 Template Mapping ........................................................................................................... 98 Updating the Application ...................................................................................... 100 Appendix I. Profile Manager ................................................................................. 102 Appendix II. CSV Based Migration ...................................................................... 104 Creating a CSV File ............................................................................................... 104 Copying/Uploading Items Using a CSV File .......................................................... 105 CSV Format for File Upload to SharePoint ................................................................... 107 CSV Format for SharePoint to SharePoint Copy .......................................................... 108 CSV Format for E-Mail and Public Folder Objects Copy .............................................. 109 Appendix III. Command Line Reference ............................................................. 111 General Syntax .............................................................................................................. 112 Common Parameters .................................................................................................... 112 Connection Parameters ................................................................................................. 112 Copylist Parameters ...................................................................................................... 113 Copysite Parameters ..................................................................................................... 113 Copyitems Parameters .................................................................................................. 115 Importfiles Parameters .................................................................................................. 116 Examples ....................................................................................................................... 116 Appendix IV. Troubleshooting ............................................................................. 117 Appendix V. Log Files Location ........................................................................... 119 About Quest Software, Inc. .................................................................................. 121 Contacting Quest Software............................................................................................ 121 Contacting Quest Support ............................................................................................. 121

Quest Migration Solutions for SharePoint 4.4 - User Guide

About This Guide

Overview
This document has been prepared to assist you in becoming familiar with Quest Migration Solutions for SharePoint. This User Guide contains the information required to configure and use the products. It is intended for network administrators, consultants, analysts, and any other IT professionals using the following Quest products: Migration Suite for SharePoint v4.4 Migrator for SharePoint Online v4.4 Migration Manager for SharePoint v4.4 Public Folder Migrator for SharePoint v4.4 File Migrator for SharePoint v4.4

Conventions
In order to help you get the most out of this guide, we have used specific formatting conventions. These conventions apply to procedures, icons, keystrokes and crossreferences.
ELEMENT CONVENTION

Select Bolded text Italic text

This word refers to actions such as choosing or highlighting various interface elements, such as files and radio buttons. Interface elements that appear in Quest products, such as menus and commands. Used for comments. Introduces a series of procedures. Indicates a cross-reference. When viewed in Adobe Acrobat, this format can be used as a hyperlink. Used to highlight additional information pertinent to the process being described. Used to provide Best Practice information. A best practice details the recommended course of action for the best result. Used to highlight processes that should be performed with care.

Bold Italic text

Blue text

Quest Migration Solutions for SharePoint 4.4 - User Guide

+ |

A plus sign between two keystrokes means that you must press them at the same time. A pipe sign between elements means that you must select the elements in that particular sequence.

Quest Migration Solutions for SharePoint 4.4 - User Guide

Introduction to Quest Migration Solutions for SharePoint

Quest Migration Solutions for SharePoint provide easy to use, yet powerful tools for migrating content, lists, libraries, sites and site collections between SharePoint environments, both on-premise and hosted (Microsoft SharePoint Online). Whether you are consolidating, upgrading or simply re-organizing your environment, our solution provides a convenient and familiar way of moving your SharePoint data. You can simply drag-and-drop data to a new SharePoint location or use scheduled tasks to move larger data sets during off-hours. With Quest Migration Solutions for SharePoint, you can also easily load files from Windows network drives, import email items from Exchange public folders and classify legacy or imported content to unlock the full potential of SharePoint search and navigation. Quest Migration Solutions for SharePoint include five products:
PRODUCT DESCRIPTION

Migration Suite for SharePoint

Includes SharePoint to SharePoint migration, migration from file systems and Exchange public folders. Supports migration to on-premise SharePoint servers and Microsoft SharePoint Online (Office 365/BPOS) SharePoint Online edition of the suite. Includes migration from on-premise SharePoint, file systems and Exchange public folders to Office 365/BPOS On-premise SharePoint to SharePoint migrations Migrate from Exchange public folders and PST archives to on-premise SharePoint Migrate from Windows file systems to on-premise SharePoint

Migrator for SharePoint Online

Migration Manager for SharePoint Public Folder Migrator for SharePoint File Migrator for SharePoint

While each product has its own set of supported source and target systems, all five products are included in the same install and most of the features and capabilities are common across editions. This user manual provides applicability references for specific product functions that are turned on and off based on licensing.

Quest Migration Solutions for SharePoint 4.4 - User Guide

Required Permissions
SharePoint
The application connects to SharePoint sites as the currently logged on user by default. If authentication fails for the current user or he/she is not authorized to access the site, the application prompts for alternate credentials to connect. Stored network passwords in Windows can be used to access sites as a different user. Permission requirements for hosted (e.g. SharePoint Online) sites are the same as for on-premises SharePoint 2007/2010/2013.

Source SharePoint Sites

SHAREPOINT VERSION REQUIRED PERMISSIONS

SharePoint 2003 SharePoint 2007/2010/2013

Member of the Designer site group Design (or higher)

Target SharePoint Sites

SHAREPOINT VERSION REQUIRED PERMISSIONS

SharePoint 2007 SharePoint 2010 SharePoint 2013

Full Control Full Control Full Control

Exchange
The application connects to Exchange public folders using a mail profile in the local instance of Microsoft Outlook 2007/2010. If you need to access public folders under a different user, you can create a new Outlook profile and select it when the application connects to Outlook.
SOURCE REQUIRED PERMISSIONS

Exchange Public Folders

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File System
The application connects to local disks and mapped file shares as the currently logged on user. You can run the application as a different user (Run As) to access the local file system beyond your current permissions. Use stored network passwords in Windows to access remote file shares as a different user.
SOURCE REQUIRED PERMISSIONS

Local File System Remote Shared Folders

Read Read (NTFS and share permissions)

Quest Migration Solutions for SharePoint 4.4 - User Guide

Installation
Quest Migration Solutions for SharePoint are client side applications that can run on any Windows computer with Internet and network access to SharePoint servers.

Pre-Installation Checklist
Before installing any of the Migration Solutions for SharePoint, ensure your system meets the following minimum requirements: X86 1GHz or higher processor 1.5 GB of RAM 250MB of free disk space Windows XP, Windows Vista, Windows 7, Windows 8, Windows Server 2003, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, 32-bit or 64-bit. Outlook 2007 or 2010 with a configured profile to connect to Exchange public folders (Exchange Server 2003 and higher)
Both Microsoft Outlook and Migration Solutions for SharePoint must be the same bit version. Migration Solutions for SharePoint 64-bit will fail to work with 32-bit version of Outlook, and vice versa.

Regardless of which product you select, the same installer is used. To install the product, perform the following: 1. Extract the contents of the download package to a folder on your computer.

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2.

Run /x86/QuestMsSetup.exe or /x64/QuestMsSetup64.exe depending on your operating system.

3. 4. 5.

Accept the Quest Software license agreement. Specify the installation folder. Wait for the setup wizard to install Migration Solutions on your computer:

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6.

Click Finish to complete the setup:

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Product Activation
Each of the Quest Migration Solutions for SharePoint needs activation before you can use the product on your computer. Your license will enable the particular product edition you own. 1. When you start the application the first time, the Registration window is shown prompting to activate the installation:

2. 3. 4.

Enter your trial or purchased activation code. If your computer is connected to the Internet via a proxy, click Configure Proxy and enter your proxy server settings. Click Activate Automatically.
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5.

The activation status will read License is Valid and turn green after a successful activation:

6.

Click Complete Activation to proceed.

Offline Activation
If the computer you install the application on is not connected to the Internet, use the manual activation option: 1. 2. 3. 4. Copy and paste the provided code into the Activation Code field. Click the Activate Manually button. Copy the complete URL to a text file and save the text file that can be moved to another computer. On a computer with Internet access, open a browser and paste the URL from the text file saved earlier. A license file will be generated from the Quest web site. Copy the entire license, including the ----LICENSE BEGIN---- and ----LICENSE END---- lines into a text file that can be moved to the computer with the application installed. Paste the entire license from the text file into the License area of the Registration screen. Close the Registration screen.
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5. 6.

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Working with the Quest Migration Solutions for SharePoint

Interface Overview
The application window consists of three primary areas (the picture below represents the default arrangement): Navigator View Contents Area Connections Area
The Connections pane is only available in the product editions that support migration from file systems and/or Exchange public folders.

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Connecting to SharePoint
Connecting a SharePoint site enables you to copy/paste or drag and drop content to and from the site.
It is generally more convenient to have sites connected and displayed in the Navigator; you can also run migrations by entering site URLs directly into the copy wizards without connecting to them first.

To connect to a site: 1. Click the Connect To Site button on the Home ribbon:

2.

In the connection window, enter the name for the connection and the site URL:

By default, when the application connects to a site, it loads its contents (lists) but not sub-sites. The tool will load them when you expand the site tree. You can choose to load sub-sites and their contents in the Connection Wizard using either of the following options:
Load Entire Sub-Site Structure selecting this option will load the entire sub-site hierarchy below the current site. To expedite the loading process,
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no additional objects will be loaded into the sub-site. You may double-click any sub-site to load its objects individually. Load Entire Sub-Site Structure and Objects Selecting this option will load the entire sub-site hierarchy below the current site along with all their objects.

3.

Quest Migration Solutions for SharePoint automatically detects the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials: a) If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer logged into the same domain, no credentials are required. Click the Connect button and you will be automatically logged in using the credentials of the currently logged in user.
If you want to use an alternate account to connect to a SharePoint site, set the Use local system credentials option to False in the Global Variables section of Profile Manager. After you restart the application, you will be prompted for credentials each time you connect to a new site.

b)

If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is not logged into the same domain, specify your credentials and click Connect. If your SharePoint environment is using Form Based Authentication, specify your user name, password and domain in the provided fields and click Connect. If your SharePoint environment is using Kerberos Authentication, please refer to section Kerberos Authentication section for configuration instructions. If your SharePoint environment is hosted (Office 365 and BPOS), refer to the Connecting to SharePoint Online Sites section for detailed configuration instructions. If your SharePoint environment is using Claims Based Authentication, please refer to the Claims Based Authentication section for detailed configuration instructions.

c)

d)

e)

f)

4.

You can store your credentials for frequently accessed sites by using Password Manager. For detailed information, please refer to the Password Manager section.

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5.

If the SharePoint server you are connecting to is behind a proxy, check the Use Proxy option and click Proxy Configuration to enter or verify the proxy settings. You can use the Import Settings button to import the proxy server address and port from Internet Explorer.

6.

Upon loading the site, it will be displayed in the Navigator View in the application main window.

Kerberos Authentication
For detailed information on configuring the application to connect to SharePoint sites using Kerberos authentication, refer to http://communities.quest.com/docs/DOC-12844

Connecting to SharePoint Online Sites

If your product edition supports Microsoft SharePoint Online (Office 365 and BPOS), you can connect to SharePoint Online sites with the same SharePoint Connection Wizard. What you need to enter in the user prompt depends on the version of your SharePoint Online site:

Office 365 (SharePoint 2010/2013)

Enter your Office 365 user name which you normally specify when you log into the site in the browser, i.e. [email protected].

BPOS (SharePoint 2007)

In case of a BPOS site, you will need to look up the proper user ID to use as follows: 1. 2. 3. 4. Log into your BPOS site. Click on the Welcome Username link at the top right corner of the page. Select My Settings. Write down the value of the Account property.

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When prompted for credentials, use the account string from step 4 as the user name in the SharePoint Connection Wizard. You can use the complete domain\user account name in the user field or type user in the user field and domain in the domain field.

Claims Based Authentication

To connect to SharePoint sites using claims-based authentication, perform the following: 1. 2. 3. 4. 5. 6. 7. 8. Go to Help> Profile Manager> Global Variables. Set the Enable browser connect option to True. Click Apply. Close and restart the application. Click the Connect to Site button on the ribbon. Specify the connection name and the URL for your site. Click the Finish button. An authentication box will pop up. Click the Claims button. A browser will pop up. Enter your claims based credentials.
If the site does not use claims based authentication, the connection will fail.

Password Manager
Password Manager connects you to your SharePoint sites automatically without entering a password for each connection when the application is restarted. The connection credentials are stored securely on the computer and protected with a master password. When you start a migration, you will be prompted for your credentials:

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To launch Password Manager, click the icon. In the Password Manager window specify the master password, confirm it, and then click OK:

After you enter your credentials in the Connect to SharePoint window, click the password manager icon again, and then click Connect. Your credentials will be successfully stored. During the next launch of the tool, when connecting to your site, you can click the Password Manager icon, enter your master password, and your credentials will be entered for you. If you do not want Password Manager to store your credentials or you want to remove them from Password Manager, click the icon. This icon will be displayed if you have logged into password manager correctly and have previously stored your credentials.

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Using Site Collection Discovery

You can connect to a site collection by entering the site collection URL in the Site Address field of the SharePoint Connection Wizard as described above. Alternatively, use the site collection discovery feature as described below.
Site collection discovery does not support SharePoint 2003.

1. 2. 3.

In the SharePoint Connection Wizard, click Discover Site Collections. In the Select Web Application window enter the Central Administration site URL and click Connect. Select a web application from the list and click Next to display site collections in the web application.

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4.

On the Select Site Collection screen, select the site collection to connect to and click OK. You can use URL Search to filter the site collections list:

5.

The URL of the site collection you selected will be inserted into the Site Address field of the SharePoint Connection Wizard.

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Navigator View
The Navigator pane shows the connected SharePoint sites and allows you to browse the site hierarchy and site content in a tree view. SharePoint objects displayed in Navigator area are limited to sites, sub-sites, lists and libraries.

Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object. In addition, a set of actions is available from right-click menus on sites, lists and libraries.

Contents Area
The Contents area displays the actual data inside a list or library. In addition to viewing list content, the user can copy list items or documents from this pane.

Located in the top left-hand corner is a breadcrumb definition of the list or library, whose contents is displayed in the window. The top right corner contains a set of icons that represent available activities for the user. Most of these options can be exposed by right-

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clicking on items inside the window. The list of available activities will depend on what is selected in the window. Beside displaying list and library content, the Contents area shows SharePoint permissions and objects associated with sites and lists. The following objects and settings can be displayed: Site and list permissions SharePoint groups Permission levels Web parts List views SharePoint Designer workflows InfoPath forms SharePoint Designer objects Term sets (SharePoint 2010 only) Look and feel settings

Connections Area
The Connections pane connects you to your file system, mapped disks and Outlook content if your product supports migration from legacy systems. Depending on your product edition, you will see your local and mapped disks and/or Outlook.

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Migrating SharePoint Content

The following product editions allow you to migrate SharePoint sites, lists, libraries, individual folders and items/documents to either on-premise SharePoint 2007/2010/2013 servers or SharePoint Online:
EDITION ON-PREMISE SHAREPOINT SOURCE TARGET SHAREPOINT ONLINE

SOURCE

TARGET

Migration Suite for SharePoint Migrator for SharePoint Online Migration Manager for SharePoint

+ + +

+ +

+ +

Supported SharePoint Environments

SharePoint Online (Office 365 and BPOS) or other hosted SharePoint services SharePoint Server 2013 SharePoint Foundation 2013 SharePoint Server 2010 SharePoint Foundation 2010 Microsoft Office SharePoint Server 2007 Windows SharePoint Services v3 SharePoint Portal Server 2003 (read only) Windows SharePoint Services v2 (read only)

Supported Object Types

The following types of objects can be migrated: Sites, lists, libraries, fields, content types, content type and column groups Folders, documents (including versions), document sets, pages, publishing pages, discussion groups, wikis and items E-mail alerts Web parts, workflows, InfoPath forms
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Term stores, term sets, terms and managed metadata columns Users, groups, permission levels, permissions and permission inheritance

You can run your migration tasks real-time or schedule them for execution at a specific time. For real-time migrations, go to the Quick Mode tab:

For scheduled migrations, select the Project Mode tab:

Migrating Sites
You can migrate entire SharePoint sites between two SharePoint locations including subsites, lists and libraries, site permissions, web parts, etc. The Site Copy wizard offers various copy options so that you can select what site settings and content you want to copy. 1. 2. Select the source site(s) in the Navigator pane. Use CTRL or SHIFT keys to select multiple sites. Drag your selection onto the desired target site or use Copy/Paste to start the Site Copy Wizard.
You can also click on the Copy Site action in the Quick Mode ribbon to start the Site Copy Wizard.

3.

The initial selection screen lets you select the following options:
a)

Copy Site to Existing Site Copy Site to New Site

b)

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c)

Copy/Promote to New Site Collection

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4.

On the Copy Site Properties page, you can choose from a number of options for copying the site and site content, i.e. what objects and settings are included in the copy. Use the built-in help buttons to get more information about specific options.
Check the objects and settings for migration deliberately. For better performance, include the items you need to be migrated only.

Advanced Options allow you to overwrite existing files, perform incremental copy, filter items, perform user and template mapping and/or copy e-mail alerts during copy:

For more information on user and template mapping, see User Mapping and Template Mapping respectively.

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For more information on copying e-mail alerts, see Migrating E-mail Alerts. You can also filter list items and documents based on their metadata by specifying the filtering conditions:

The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles. See Appendix I. Profile Manager for more information.

5.

If you chose to migrate (promote) a site to a new site collection, the site copy wizard will prompt you for the Central Administration site URL and the site collection URL and the owner on the Copy Site Properties step:

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6.

Verify the settings on the Summary screen:

7.

Click Finish to start the site copy. The copy progress window is displayed:
Click Run in Background to hide the window. Running tasks are displayed on the Progress tab in the Content area of the application. You can proceed with another copy task.

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8.

When copying is completed, a notification window is displayed:

9.

Click View Log to view the copy log and verify items in the log.

Migrating Site Collections/My Sites

The application allows you to copy multiple site collections and My Sites in a single move. To migrate site collections, perform the following: 1. Run Migration Suite for SharePoint, switch to the Quick Mode ribbon tab, click Copy Sites and select Copy Site Collections/My Sites:

Before migrating My Sites, make sure: 1. You have a proper mapping for My Sites in the application. Open Profile Manager | Global Variables. The Site Template for My Sites setting must be set to SPSPERS#0. Profile Manager is available from the Help ribbon. See Appendix I. Profile Manager for more information. 2. The target farm is configured to use the same naming format for My Sites as the source farm. If they do not match, your target SharePoint Server will fail to match users to migrated sites and will create new blank My Sites instead. User profiles cannot be migrated using Migration Suite for SharePoint. You can either rebuild user profiles by importing data from the directory or use database attach method to move profiles (http://technet.microsoft.com/enus/library/cc263299.aspx#SSP).

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2.

On the Select Web Application screen, connect to the Central Administration URL and select the web application hosting the source site collections/My Sites:

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3.

Select the site collections to be migrated:

4.

On the Copy Site Properties screen, connect to the target farms Central Administration site and specify the target managed path for the site collection(s). On this step you can also adjust the site collection copy options. Use the built-in help buttons to get more information about specific options.
Check the objects and settings for migration deliberately. For better performance, include the items you need to be migrated only.

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Advanced Options allow you to overwrite existing files, perform incremental copy, filter items, perform user and template mapping and/or copy e-mail alerts during copy. For more information on user and template mapping, see User Mapping and Template Mapping respectively. For more information on copying e-mail alerts, see Migrating E-mail Alerts. You can also filter list items and documents based on their metadata by specifying the filtering conditions.
The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles. See Appendix I. Profile Manager for more information.

5.

Verify the settings on the Summary screen, and then click Finish to start the site collection copy. The copy progress window is displayed.
Click Run in Background to hide the window. Running tasks are displayed on the Progress tab in the Content area of the application. You can proceed with another copy task.

6.

When copying is completed, a notification window is displayed:

7.

Click View Log to view the copy log and verify items in the log.

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Migrating Lists and Document Libraries

You can migrate one or more lists/libraries between two SharePoint sites including content, versions, permissions, etc. The List Copy wizard offers various copy options so that you can select what list settings and content you want to copy.

Single List Copy

1. 2. Select the source list in the Navigator pane. Drag your selection onto the desired target site or use Copy/Paste to start the List Copy Wizard.
You can also start the List Copy wizard by clicking the Copy List action in the ribbon

3.

On the Copy List/Library step, you can change the list name and choose from a number of available list copy options, i.e. what objects and settings are included in the copy. Use the built-in help buttons to get more information about specific options.
Changing the list name will change the list URL.

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Check the objects and settings for migration deliberately. For better performance, include the items you need to be migrated only.

For information on migrating out-of-the-box workflows, please refer to Migrating Built-in Workflows. For lists with Content Approval enabled, an option is provided to approve/reject selected content. For more information, please refer to Preserving Content Authorship and Approve/Reject Status. Advanced migration settings allow you to perform user and template mapping during file copy:

For more information on user and template mapping, see User Mapping and Template Mapping respectively.

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You can also filter list items and documents based on their metadata by specifying the filtering conditions:

The application includes a convenient tool to manage list copy settings using predefined profiles. See Appendix I. Profile Manager for more information.

4. 5.

Click Finish to start the list copy. The copy progress window is displayed.

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Click Run in Background to hide the window. Running tasks are displayed on the Progress tab in the Content area of the application.

6.

When the copy is completed, a notification window is displayed.

7.

Click View Log to view the copy log and verify items in the log:

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Multiple Lists Copy

1. 2. Select the source lists in the Navigator pane. Use CTRL or SHIFT keys to select multiple lists. Drag your selection onto the desired target site or use Copy/Paste to start the List Copy Wizard.
You can also start the List Copy wizard by clicking the Copy List action in the ribbon.

3.

Check the lists to copy on the Copy Lists/Libraries step:

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4.

On the next step, you can choose from a number of available list copy options, i.e. what objects and settings are included in the copy. Use the built-in help buttons to get more information about specific options.

The application includes a convenient tool to manage list copy settings using predefined profiles. See Appendix I. Profile Manager for more information.

For information on migrating out-of-the-box workflows, please refer to Migrating Built-in Workflows. For lists with Content Approval enabled, an option is provided to approve/reject selected content. For more information, please refer to Preserving Content Authorship and Approve/Reject Status.

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Advanced migration settings allow you to perform user and template mapping during file copy:

For more information on user and template mapping, see User Mapping and Template Mapping respectively. 5. On the Summary screen click Finish to start the lists copy.

Migrating Individual Items/Documents

With Quest SharePoint migration tools you can granularly copy list items and documents between SharePoint lists. During the item copy, you can control how item metadata is mapped to the target list, remap columns or tag the migrated items with arbitrary values. 1. Double-click the source list/library in Navigator to load its content into the Contents tab:

2.

Select the items you want (use CTRL or SHIFT to mark multiple items) to copy and use either of the following options: a) b) c) Drag them to the target list, Copy to buffer (CTRL+C) and paste (CTRL+V) to the target list, Use the Copy To command on the ribbon.

3.

In the Item Copy Wizard confirm the target location.

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4.

On the Properties screen review and adjust the metadata mapping if needed. Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping.

For lists with Content Approval enabled, the Approval Status field will be displayed. This field can be used to bulk approve/reject selected content.

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5.

On the Summary screen you can choose and configure item copy options.
You can check the Create CSV File for Uploading, Tagging or Copying Files to create a CSV control file for selected items instead of copying them. You can make changes to the file and use it to copy items later. See Appendix II. CSV Based Migration for more information.

For more information on user mapping, see User Mapping.

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You can also filter list items and documents based on their metadata by specifying the filtering conditions:

The application includes a convenient tool to manage copy settings for various SharePoint objects using predefined profiles. See Appendix I. Profile Manager for more information.

6.

Click Finish to start copying items.

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In-Place Content Tagging

In addition to tagging/classifying items and documents on the fly when copying them to an existing list or document library, you can tag items in any list or library. 1. 2. Go to the Quick Mode tab of the ribbon. Double-click the list/library in Navigator to load its content into the Contents tab:

3. 4.

Select the items you want to tag (use CTRL or SHIFT to mark multiple items). Click Tag in the Documents/Items section of the ribbon.

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5.

On the Properties screen make the required changes. Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping.

For lists with Content Approval enabled, the Approval Status field will be displayed. This field can be used to bulk approve/reject selected content.

6.

On the Summary screen click Finish to start tagging.

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Migrating Site Objects and Permissions

You can view a number of site objects and permissions in the Contents area and copy them selectively to another site similar to documents and list items. To view and copy site objects: 1. 2. Right-click on the site in the Navigator. Expand the Objects menu item and choose site objects to load:

3.

The application will show the requested items in a tab in the Contents area:

4.

Select the items you want to copy (use CTRL and SHIFT keys to multi-select) and drag them to the intended target site or use Copy/Paste. The copy function is only available in the product editions that support SharePoint-to-SharePoint migration.

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To view and copy site permissions: 1. 2. Right-click on the site in the Navigator. Expand the Permissions menu item and choose to load permissions, groups or permission levels of the site:

3.

The application will show the requested items in a tab in the Contents area:

4.

Select the items you want to copy (use CTRL and SHIFT keys to multi-select) and drag them to the intended target site or use Copy/Paste.
The copy function is only available in the product editions that support SharePoint-toSharePoint migration.

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Migrating List Objects

You can view a number of list objects in the Contents area and copy them selectively to another list or library similar to documents and list items. To view and copy list objects: 1. 2. Right-click on the list/library in the Navigator. Expand the Objects menu item and choose list objects to load:

3.

The application will show the requested items in a tab in the Contents area:

4.

Select the items you want to copy (use CTRL and SHIFT keys to multi-select) and drag them to the intended destination location or use Copy/Paste.
The copy function is only available in the product editions that support SharePoint-toSharePoint migration.

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Migrating Web Parts

Quest Migration Solutions for SharePoint support migration of web parts used within a site, list or web page. To migrate web parts for a site: 1. 2. Right-click on the site in the Navigator. Expand the Objects menu item and select Show WebParts:

3. 4.

The application will show all web parts for the selected site in a tab in the Contents area. Select the web parts you want to copy (use CTRL and SHIFT keys to multiselect) and drag them to the intended target site or use Copy/Paste.
The copy function is only available in the product editions that support SharePoint-toSharePoint migration.

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To migrate web parts for a list: 1. 2. Right-click on the list in the Navigator. Expand the Objects menu item and select Show WebParts:

3. 4.

The application will show all web parts for the selected site in a tab in the Contents area. Select the web parts you want to copy (use CTRL and SHIFT keys to multiselect) and drag them to the intended target site or use Copy/Paste.
The copy function is only available in the product editions that support SharePoint-toSharePoint migration.

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To migrate web parts for a web page: 1. 2. Double-click the list/library in Navigator to load its content into the Contents tab. Right-click on the page and select Show WebParts:

3. 4.

The application will show all web parts for the selected page in the Web Parts tab in the Contents area. Select the web parts you want to copy (use CTRL and SHIFT keys to multiselect) and drag them to the intended target site or use Copy/Paste.
The copy function is only available in the product editions that support SharePoint-toSharePoint migration.

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Repeating Migration for Failed Objects

When your migration job is completed, the Log Viewer provides the information on the successful and failed migration of items/documents. The Reprocess Failed Items command creates a comma-separated (CSV) file for failed items. The file can be used to retry the operation after the failure reason is resolved (e.g. a file type is removed from the blocked files list). The CSV file then can be used in the Upload/Copy Content Using CSV wizard.
Please note that this feature is only available for the last completed migration task. At the moment only list items and documents are supported.

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Using Site Compare

The application provides a unique method for visually comparing and synchronizing the objects and content within any two SharePoint sites. The site compare feature displays up to the moment differences between these sites and allows the user to drill down and copy the differences in both directions. 1. Start site compare by clicking on the corresponding ribbon button.

2. 3. 4. 5.

Click on the downward button next to the Site URL fields and select sites to compare. If you want to compare specific lists or libraries, select them in the corresponding fields below the sites. Click Start Compare. Expand object group nodes to see the difference between sites/lists:

6.

Select the object you want to copy and press Copy from Left to Right or Copy from Right to Left to initiate the copy.
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Scheduled Migrations (Project Mode)

In addition to interactive migrations described in the previous sections, you can define unattended migration jobs to run at specific times and in specific order. To create a scheduled migration job, go to the Project Mode tab.
The application must be running to execute scheduled migration jobs.

The defined migration jobs are displayed on the Jobs tab of the Contents area:

Creating Jobs
1. 2. Switch to the Project Mode tab in the ribbon. Drag and drop or copy/paste the objects to be migrated to the intended target location in the Navigator.

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3.

The New Job Wizard starts and prompts you to enter the job name and optional description:

4.

To set a schedule for the job, expand the Scheduling section and click Schedule to open the Scheduled Task Wizard:

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5.

When you complete the wizard, the schedule you defined will be displayed in the New Job Wizard:

6.

The rest of the wizard is identical to add hoc migration mode described in the previous chapters.

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Running Jobs
Migration jobs are typically started automatically based on the schedule you specify. But you can also start jobs manually. To run a migration job manually: 1. 2. Select the job in the Jobs tab. Click Run in the Action section of the ribbon:

Enter a comment for executing the job in the Run Job History window and click Run Now.

Running Incremental Jobs

For any migration job that was run at least once (by schedule or on demand), an incremental migration can be started. In this case only the items that have changed since the last job run will be migrated to the target location.
Incremental copy only copies new and modified list items and documents. New lists and sub-sites will be copied, but changes to settings of previously copied sites and lists will not be overwritten.

To run an incremental migration: 1. 2. Select the job in the Jobs tab. Click Run Incremental in the Action section of the ribbon:

3. 4.

Enter a comment for executing the job in the Run Job History window. Click Run Now.

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Tracking Job History

The application keeps track of all migration job runs to help you verify the migration results and troubleshoot migration failures. To view the job history trail: 1. 2. Double-click on the job in the jobs list. The job history trail be loaded into the History pane:

3.

Expand the log item you need and click View Log:

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4.

The Log Viewer windows will be shown:

5.

Double-click on a log item to view more details.

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Viewing/Modifying Job Properties

You can view and modify properties of a migration job at any time: 1. 2. 3. Select the job in the Jobs tab. Click Details in the Job section of the ribbon. The job settings will be displayed on the Details pane:

4. 5.

Make changes to the job settings if needed. Click the Save button ( ) in the top right corner of the Details pane to save ) to discard them.

your changes or the Cancel button (

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Migrating Legacy Content to SharePoint

The following product editions allow you to you consolidate the data in your legacy Exchange public folders and file shares to either on-premise or hosted SharePoint 2007/2010/2013.
EDITION PUBLIC FOLDERS FILES ON-PREMISE SHAREPOINT SHAREPOINT ONLINE

Migration Suite for SharePoint Migrator for SharePoint Online Public Folder Migrator for SharePoint File Migrator for SharePoint

+ + +

+ +

+ +

+ + +

Supported Sources
Exchange Public Folders (Exchange Server 2003 and higher) PST mail archives (via Outlook) Windows file servers

Supported SharePoint Targets

SharePoint Online (Office 365 and BPOS) or other hosted SharePoint services SharePoint Server 2013 SharePoint Foundation 2013 SharePoint Server 2010 SharePoint Foundation 2010 Microsoft Office SharePoint Server 2007 Windows SharePoint Services v3

Supported Objects
Email messages, calendar items, contacts in Exchange public folder Email messages, calendar items, contacts in PST archives
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Files and folders on file shares and local disks

You can run your migration tasks real-time or schedule them for execution at a specific time: 1. For ad-hoc migrations, go to the Quick Mode tab:

2.

For scheduled migrations, go to the Project Mode tab:

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Migrating Exchange Data to SharePoint

You can migrate entire Exchange public folders to SharePoint or upload mail items individually.
The application leverages Microsoft Outlook and your Outlook profile to connect to email and public folders. Therefore, a configured copy of Outlook 2007 or 2010 is required on the computer where the application is installed.

Copy Entire Folder

You can copy an entire mail folder to a new SharePoint list or library. You can also upload multiple mail folders to SharePoint while creating a dedicated list for each in SharePoint. This method is fully automatic and you cannot change the default metadata mapping and some other copy options: 1. Locate the source folder under Outlook in the Connections pane:

2.

Drag and drop (or Copy/Paste) the source folder to the desired SharePoint site.

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3.

Enter the name for the new list/library.

Advanced Options allow you to create incremental copy, filter items and/or perform user and template mapping during folder copy:

For more information on user and template mapping, see User Mapping and Template Mapping respectively.

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4.

Click Finish to create the target list and copy folder items.
The list template will be automatically selected to match the source folder, i.e. a mail folder will be converted to a document library and messages will be saved as MSG files. A contacts folder will become a contacts list in SharePoint.

Do not close Microsoft Outlook during migration. Otherwise, migration will fail.

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Copy Individual Items

If you need to selectively copy mail items and folders to an existing list in SharePoint, perform the following: 1. 2. Locate the source folder under Outlook in the Connections pane. Double-click the folder to load its content into the Contents pane on the right:

3. 4.

Select the items you want to copy in the Contents pane (use CTRL and SHIFT to multi-select). Drag the selection (or use Copy/Paste) to the desired SharePoint list/library in Navigator.

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5.

The Item Copy Wizard starts. On the Location step, confirm or change the target list/library.

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6.

On the Properties step, review and adjust the metadata mapping if needed. Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping.

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7.

On the Summary screen you can choose from a number of available copy options. For more information on user mapping, refer to User Mapping.
You can choose the Create CSV File for Uploading, Tagging or Copying files option to import files using a CSV file instead of uploading them immediately. See Appendix II. CSV Based Migration for more information on CSV based file import.

8.

Click Finish to start copying selected items. The progress window is displayed:

Do not close Microsoft Outlook during migration. Otherwise, migration will fail.

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Migrating Exchange Folder Permissions

The application provides an option to map Exchange folder permissions to SharePoint. To enable migration of folder permissions, select the Copy Permissions option under Advanced Options in the Copy Public Folders Wizard:

When permissions are granted using one of the predefined Exchange permission levels, the application maps it to a SharePoint permission level as follows:
FOLDER PERMISSION LEVEL SHAREPOINT PERMISSION LEVEL

Owner Publishing Editor Editor Publishing Author Non-editing Author Reviewer Contributor None

Full Control Full Control Full Control Full Control Full Control Full Control View Only Full Control View Only
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When a custom set of permissions is used to grant access to the source folder, the following mapping is used:
FOLDER PERMISSION SHAREPOINT PERMISSION LEVEL

Can Delete Own Can Create Items Can Edit All Can Create Subfolders Can Edit Own Can Read Items

Full Control Full Control Contribute Full Control Contribute Read

You can use the user mapping feature when migrating folder permissions. See User Mapping for more information.

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Migrating Files to SharePoint

The application supports migration only of network file shares mapped to the local drives, i.e. the Connections pane does not allow connecting to the shares via a UNC path and displays only local and mapped network drives.

1.

Locate the folder containing the files you want to migrate to SharePoint in the Connections pane and double-click it to load the folder contents into the Contents pane:

2. 3. 4.

Mark the files you want to upload to SharePoint. You can select multiple files using CTRL or SHIFT. Drag or copy/paste the selected files to the destination document library in the Navigator. The File Copy Wizard starts.

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5.

On the Location step confirm the destination or select another site or list:

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6.

On the Properties tab review and adjust the metadata mapping if needed. Refer to Metadata Mapping and Tagging for detailed information on adjusting the metadata mapping.

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7.

On the Summary screen you can choose from a number of available copy options. For more information on user mapping, refer to User Mapping.
You can choose the Create CSV File for Uploading, Tagging or Copying files option to import files using a CSV file instead of uploading them immediately. See Appendix II. CSV Based Migration for more information on CSV based file import.

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8.

Click Finish to start file upload:

9.

When the task completes, you can see the upload log:

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Migrating NTFS Folder Permissions

You can map NTFS permissions of remote and local file folders to SharePoint permission levels on the folders in the target document library.
File-level NTFS and share permissions are not supported in the current version.

To enable migration of folder permissions, select the Copy Permissions option under Advanced Options in the File Copy Wizard:

You cannot migrate folder permissions if the Remove Folder Structure option is selected for the migration job.

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The application maps NTFS permissions to SharePoint permission levels as follows:

NTFS FOLDER PERMISSION LEVEL SHAREPOINT PERMISSION LEVEL

Full Control Modify Read Write List Folder Content Read and Execute

Full Control Contribute Read Contribute Read Read

You can use the user mapping feature when migrating folder permissions. See User Mapping for more information.

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Scheduled Migrations
If you initiate Exchange or file copy from the Project Mode tab, the first step of the copy wizard will define a new migration job and set a schedule for it. The rest of the wizard is the same as described in the previous sections.

When you complete the wizard, a new job will be added to the Jobs pane of the Contents area. You can expand a migration job to see the included items:

For more information on working with scheduled jobs, see Metadata Mapping and Tagging.

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Metadata Mapping and Tagging

When you migrate SharePoint content, files or public folder data with Migration Solutions for SharePoint, the application automatically maps source metadata to columns in the target SharePoint list or library. This happens behind the scenes when you migrate data to a new SharePoint list. You can adjust the metadata mapping and classify/tag migrated items when you migrate to an existing list or document library. You can also classify/tag SharePoint items and documents in place. This section describes the Properties screen that is displayed when you: Migrate individual SharePoint items to an existing SharePoint list (Refer to Migrating Individual Items/Documents) Migrate individual Exchange items to an existing SharePoint list (Refer to Copy Individual Items) Migrate files to an existing SharePoint document library (Refer to Migrating Files to SharePoint) Tag items in a SharePoint list (Refer to In-Place Content Tagging)

Data Analysis Mode

The application can optionally analyze the source items metadata to allow selecting from the existing values to be assigned rather than manually entering the value, which reduces error risk. To enable Data Analysis Mode: 1. 2. Double-click on any SharePoint list to open the Contents tab. Click Turn ON Data Analysis ( ) at the top of the tab:

Data Analysis Mode may slow down the application depending on the number of selected items. Disable Data Analysis mode if you no longer need it.

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To disable Data Analysis Mode: 1. 2. Double-click on any SharePoint list to open the Contents tab. Click Turn OFF Data Analysis ( ) at the top of the tab

Properties Screen
This screen is used to tag the selected list of items:

Content Type
By default, the wizard preloads the default content type for the destination SharePoint list/library. You may select an alternate content type by using the drop-down button. If a new content type is selected, the list of fields below will be updated correspondingly. The application will automatically attempt to match the fields from the source content type(s) to the destination. The Keep Original option allows you to retain existing content type(s) for selected items. This is useful when moving or copying a set of items from multiple content types.
Keep Original is only available when Data Analysis Mode is disabled.

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Tagging/Classification
The wizard provides several methods for smart tagging, which is accomplished through the use of buttons located to the right of each field. Left-Arrow Button ( ): one way to efficiently tag content is to group items that need to be tagged with a common value. For example, you may have a set of files that share a common project name or number, a choice, check box or lookup value, (Yes/No) or a common user name. The left-arrow button provides access to directly enter or modify the value of the field. The wizard will automatically provide controls corresponding to the type of field being worked on. Down-Arrow Button ( ): pressing this button will generate the Field Value Selection window which is intended to give you more control over tagging. The functionality for this window is described below. Plus Button ( ): this button is only shown for multi-valued fields. When enabled any new values are appended to existing ones. When disabled, new values will replace existing ones.
Because the Name field in a Library must have a unique value, only the down-arrow is enabled. This allows the user to change the value of this field by mapping to another normalized field.

Save Template/Load Template: many classification operations are done over and over again for different sets of content. These buttons allow you to store and recall all the tagging parameters set in this window.

Field Value Selection Screen

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This screen is generated by clicking on the down-arrow next to a specific field in the Properties Screen. All actions within this screen only apply to that field (its name is displayed at the top of the window). Keep Original Value - selecting this check box will negate any changes made in this screen. Set to Empty Value - selecting this check box will remove any existing value from the field. Available Columns - selecting a field name from this list will designate it as the source and result in the metadata values from this field to be transferred to the destination for each item. Show Hidden Fields - selecting this check box will display hidden fields in the Available Columns list. Available Values when a source field is selected from the Available Columns list, the metadata values for all the items are displayed in the Available Values list.
This option is only available if Data Analysis Mode is enabled.

You may select any of these specific values to be copied to all items involved in the operation. If none of the values is selected, the functionality will follow the logic described in Available Columns.

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Migrating Created/Modified Metadata

In most cases, the application maintains the Created By/Modified By/Created At/Modified At properties of the migrated items and documents as long as the following prerequisites are met: User performing the migration must be a site owner (administrator) Author/editor user accounts must exist (usually in Active Directory) and be enabled
If the original author/editor cannot be resolved, the Created By and Modified By properties will be set either to the account under which the user connected to the target site or to the account specified in the Default User Account setting of Profile Manager (if any specified).

However, in certain situations, it is not possible to set the Created/Modified metadata using remote Web Services calls (including when the application is installed on a server in the target SharePoint farm): SharePoint 2007 as target:
Created/Modified can be maintained or reset to the current date and user depending on the service pack/patch combination on the target farm All patch levels - both dates and author/editor are maintained Lists/libraries with major and minor versions enabled Created/Modified is maintained for major versions, but not for minor versions.

SharePoint 2010/2013 as target:

To facilitate retention of the Created/Modified properties in situations where setting them remotely is not possible, an extension SharePoint web service is provided to be deployed to the target SharePoint 2007/2010/2013 farm. After the service is installed, no further product configuration is necessary. The application will detect the service automatically and use it to set the Created/Modified metadata.

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Installing Extension Web Service

Perform the following steps: 1. Copy the /Tools/ExtensionService/SharePoint 2007 and 2010 or /Tools/ExtensionService/SharePoint 2013 folder from the product download package to a front-end web server in your target SharePoint farm. Run Setup.exe and follow the steps of the installation wizard. Select web applications to deploy the service to.
The extension service is provided as a SharePoint solution package. You can use the solution file (Quest.WebServices.wsp) to install and deploy the extension service to the farm using standard SharePoint tools.

2. 3.

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Advanced Migration Features

Migrating E-mail Alerts
Quest SharePoint migration tools allow you to copy e-mail alerts when copying sites. The option is not enabled by default, and you need to use the Enable copy alerts option in the Global Variables section of Profile Manager:
Profile Manager is available from the Help ribbon. See Appendix I. Profile Manager for more information.

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When enabled, the Import Alerts option will show up under the Advanced Options when you copy a SharePoint site:
Alerts copy is only supported for site migrations.

To copy alerts, you need to supply a CSV file containing alerts information. The CSV file can be generated using Quest Alerts Collector utility available in your product download package.
Quest Alerts Collector utility is currently not available for SharePoint 2013. You can migrate alerts from previous SharePoint versions to SharePoint 2013, but alerts migration from SharePoint 2013 to SharePoint 2013 is not supported.

To create a CSV file for migration of email alerts: 1. 2. 3. Locate the version that matches your source SharePoint version in the /Tools/AlertCollector folder of the download package. Run the utility on a source SharePoint server. Specify the CSV file to export alerts to.

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4.

Select site collections to export alerts from and click OK.

You can use the generated CSV file as is or edit it to remove unwanted alerts.

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When your site migration job completes, you can view the migration log to check whether the alerts import succeeded or failed:

Migrating Workflows
Quest Migration Solutions for SharePoint support migration of the following types of workflows: Standard out-of-the-box SharePoint server workflows (i.e. Approval, Collect Feedback, etc.) Declarative SharePoint Designer workflows

The application will copy the workflow associations to SharePoint 2007, 2010 and 2013 lists, which includes the workflow configuration settings.
Workflow state, in-progress workflow instances and history are not retained during migration.

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There are three ways to copy OOB and SharePoint Designer workflows using the application: Include workflows in a site copy Include workflows in a list/library copy Copy workflows separately

Migrating OOB Workflows

In order to migrate out of the box workflows, turn on the Enable copy OOB workflows option in the Global Variables section of Profile Manager:
Profile Manager is available from the Help ribbon. See Appendix I. Profile Manager for more information.

To copy OOB workflows as part of site or list copy: 1. Select the Copy Out of The Box Workflows option under List Copy Options in the copy wizard:

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To copy list workflows separately: 1. Select the list/library in the site tree and use the Out Of The Box Workflows button on the View ribbon.
Alternatively you can select Objects in the right-click menu on the list and click Out-ofthe-Box Workflow.

2.

The OOB workflows attached to the list will be loaded into the right pane:

3.

Copy/paste or drag-n-drop OOB workflows to a destination list.

Out-of-the-box workflows require connections to two SharePoint lists to work properly. Both lists need to be specified when you add a workflow to a list/library: a Tasks list to store workflow tasks, a History list to log workflow activities.

When you migrate an entire SharePoint site with workflows, those dependencies are copied automatically and workflows are properly configured on the target. However, if you do a list level copy or migrate a workflow separately, these two lists are not migrated automatically, so you need to make sure they are copied first. Note that the standard Workflow History list is hidden by default. Toggle Hidden Lists in the right-click menu of the Lists container to see it.

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Migrating SharePoint Designer Workflows

To copy SharePoint Designer workflows as part of site or list copy, select the Copy Workflows option under List Copy Options in the copy wizard:

To copy SharePoint Designer workflows separately: 1. Select the list/library in the site tree and use the Workflows button on the View ribbon.
Alternatively you can select Objects in the right-click menu on the list and click Show Workflows.

2. 3.

The SharePoint Designer workflows attached to the list will be loaded into the right pane. Copy/paste or drag-n-drop workflows to a destination list.

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Migrating SharePoint Designer Objects

Quest Migration Solutions for SharePoint support migration of SharePoint Designer file objects (custom web pages, list forms, images, style sheets, etc.). There are three ways to copy SharePoint Designer objects using the application: Include SharePoint Designer objects in a site copy Include SharePoint Designer objects in a list/library copy Copy SharePoint Designer objects separately

To copy SharePoint Designer objects as part of site copy, turn on the Copy SharePoint Designer Objects option in the Copy Site section of Profile Manager. To copy SharePoint Designer objects as part of list copy, turn on the Copy SharePoint Designer Objects option in the Copy List section of Profile Manager.
Profile Manager is available from the Help ribbon. See Appendix I. Profile Manager for more information.

To copy SharePoint Designer objects separately: 1. Select the site/list/library in the Navigator and use the SPD Objects button on the View ribbon.
Alternatively you can select Objects in the right-click menu on the site/list and click Show SharePoint Designer Objects.

2.

The SharePoint Designer objects will be displayed in the Contents tab in the right pane:

3.

Copy/paste or drag-n-drop SharePoint Designer objects to a destination site/list.

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Preserving Content Authorship and Approve/Reject Status

Quest Migration Solutions for SharePoint allows you to preserve these core properties when copying content. For lists with Content Approval enabled, an option is provided to either retain the created/modified properties or the content approval status. The default behavior of the application is to retain the core authorship data (Created/Modified By and Created/Modified At). To retain the content approval status, select the Preserve Approval Status/Comments option under List Copy Options in the copy wizard:

Note that the Preserve Approval Status/Comments option works only on nonversioned or major versioned lists and document libraries.

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User/Group Mapping
The user mapping feature enables migration of SharePoint users/groups and permissions between domains, which may include Active Directory, Microsoft LiveID, Forms and other authentication providers.
When a user cannot be created in the target environment, the application by default will replace that user account with the account of the user executing the operation. You may override this behavior by updating the Default User Login field in Help>Profile Manager>Global Variables.

To turn on the user mapping, check the Re-map Users option in the copy wizard and load a CSV file that maps source users to target users:

The CSV file should have a source to target entries for each user and group to map. You can also do a wildcard domain mapping as shown below:

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The application provides the Site Users report that is a good starting point to create your mapping file: 1. Right-click on the source site and select Reports | Site Users Report. 2. Specify the CSV file to export site users to. 3. When export completes, click Open CSV. 4. Map each source user to a target user account.

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Template Mapping
By default, the application creates target sites and lists using the same templates as the original sites and lists. You can override the default mapping by providing your own template mapping file in the CSV format. The CSV file should have a mapping for each source site or list template you want to remap:
CUSTOMSITE#0,STS#0 PORTALCUSTOM,SPS#0 10001,101 10002,100

The first value in each line is the ID of the original site or list template and the second value selects the desired new template. To apply a custom template mapping, check the Re-map Site and List Templates option in the site or list copy wizard and load the file:

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The application provides the Site and List Templates report that is a good starting point to create your mapping file: 1. Right-click on the source site and select Reports | SharePoint Site and List Templates. 2. Specify the CSV file to export templates to. 3. Repeat 1-2 for the target site. 4. Use the generated report files to locate internal templates IDs to put into your custom template mapping.

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Updating the Application

Quest Migration Solutions for SharePoint includes an automatic update feature that notifies you about new updates available for the application. If you choose to apply the update, the update is downloaded and installed automatically.
Windows Vista/7 users may need to start the application as administrators to apply updates. If you have the application installed on a computer with no Internet access, you can download the latest install package from the Quest web site and use it to update the application offline.

The application checks for available updates at startup, but you can also use the Check for Updates button on the Help ribbon:

If there is a new update, you will be prompted to apply it:

If you see the following notification, close the application and start it as administrator to apply the update:

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If no updates are found, you will see the following notification:

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Appendix I. Profile Manager

Many options and choices have been included to enable fine control over specific operations. Upon installation, the options are pre-selected with the most common settings. Users always have the option to modify these settings prior to commencing an operation, but they are automatically returned to the default state the next time the operation is run. In some cases, users need the ability to adjust these setting or create profiles that contain selections for common operations that are appropriate for them. Profile Manager available from the Help ribbon is intended for this purpose. You can alter default profiles or create new ones. The profiles may then be selected during the corresponding operations, allowing you to set all appropriate options at one time.

Selecting an operation displays a profile name along with a list of available options. By default, the selections in the profile correspond to out-of-the-box functionality.
The options shown are unique to each operation and are not inherited to higher level operations (e.g. changes to item level profiles are not inherited by list or site level profiles). Global Variables profile is primarily intended for diagnostic purposes and should not be modified unless advised to do so by Quest Support.

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A profile selection field is available for most core operations and wizards. To select an alternate profile, use the provided drop-down field:

Note that individual options may still be changed regardless of the selected profile.

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Appendix II. CSV Based Migration

Quest migration tools allow users to import files and messages into SharePoint and copy and documents between SharePoint sites and libraries using CSV files. These files are typically generated automatically when you choose the Create CSV option in the copy wizard and contain the necessary metadata required to import content. They may be modified using Microsoft Excel or any text editor.

Creating a CSV File

To create a CSV file: 1. Select the Create CSV File for Uploading, Tagging or Copying Files option under Advanced Options in the copy wizard:

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The Create CSV File for Uploading, Tagging or Copying Files option is available in the following copy wizards: Item Copy Wizard (for lists and public folders) File Copy Wizard.

2.

Specify the location name of the CSV file in the File Location window and click Create. For more information, please refer to the CSV Format for File Upload to SharePoint, CSV Format for SharePoint to SharePoint Copy or CSV Format for E-Mail and Public Folder Objects Copy section below.
You can change the separator used in the CSV to a semicolon in the Global Variables section of Profile Manager. See Appendix I. Profile Manager for more information.

3.

Once you finish working with your CSV file, you can copy/upload items.

Copying/Uploading Items Using a CSV File

To copy/upload items using a CSV file: 1. Right-click on the target list or document library in the Navigator, expand the Manage Content Using CSV menu item and select Upload/Copy Content Using CSV:

2. 3.

In the window that is displayed, select the CSV file. Check the items to copy/import:

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4.

Expand Advanced Options and set copy options:

5.

To start the copy process, press the Finish button.

The following tables describe the columns used within these CSV files when importing files to SharePoint and copying files between SharePoint locations.

CSV Format for File Upload to SharePoint

COLUMN NAME DESCRIPTION

Source File Target SharePoint Site Target SharePoint List SharePoint File Name Content Type Custom Fields

Identifies the physical path to the file that will be uploaded. Identifies the target site for the file listed in the source file column. The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file. In order to take advantage of this feature the CSV file must be uploaded on a site not a list level. Identifies the target list for the import.

Identifies the SharePoint item name that will be used for the import ( / is used to identify folders). Identifies the SharePoint content type that will be used for the import. This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors. Any custom fields would be listed following the content type. These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field. Identifies the content creation date which is extracted from the file system. If left blank the value will be set to the current date and time.

Created At

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CSV ID Col Modified At Created By Modified By Mark Version

This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field. Identifies the last content modification date which is extracted from the file system. If left blank the value will be set to the current date and time. Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint. Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint. For versioned libraries, identifies the version level for the item being imported (Major or Minor). If a quasi-versioning system was used in the file system, this field along with the SharePoint File Name can be used to recreate the versions in SharePoint. In order to implement this functionality, use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field. If left blank, the default version level will be used during import. Specifies the comment that will be used when importing items.

Version Comment

CSV Format for SharePoint to SharePoint Copy

COLUMN NAME DESCRIPTION

Source SharePoint Site Source SharePoint List Source SharePoint File Target SharePoint Site

Identifies the source site for the content to be copied.

Identifies the source list for the content to be copied.

Identifies the source name for the content to be copied.

Identifies the target site for the content to be copied. This field is left blank by default but may be entered to copy content to different sites and lists using the same CSV file. In order to take advantage of this feature, the CSV file must be copied on a site not a list level.

Target SharePoint List SharePoint File Name

Identifies the target list for the content to be copied.

Identifies the target SharePoint item name for the content to be copied (/ is used to identify folders).

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Content Type

Identifies the SharePoint content type for the content to be copied. This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors. Any custom fields would be listed following the content type. These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field. Identifies the content creation date. If left blank the value will be set to the current date and time. This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field. Identifies the last content modification date. If left blank the value will be set to the current date and time. Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint. Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint. For versioned libraries, identifies the version level for the item being imported. If left blank, the default version level will be used during import. Specifies the comment that will be used when importing items.

Custom Fields

Created At CSV ID Col Modified At Created By Modified By Mark Version Version Comment

CSV Format for E-Mail and Public Folder Objects Copy

COLUMN NAME DESCRIPTION

Item Name Outlook Path Entry ID Target SharePoint Site Target SharePoint List SharePoint File Name

Generally this is the subject of the e-mail. Identifies the location of the e-mail in the source. This is a reserved field. Identifies the target site for the file listed in the source file column. This field is left blank by default but may be specified to upload content to different sites and lists using the same CSV file. In order to take advantage of this feature, the CSV file must be uploaded on a site not a list level. Identifies the target list for the import.

Identifies the SharePoint item name that will be used for the import ( / is used to identify folders).

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Content Type Custom Fields

Identifies the SharePoint content type that will be used for the import. This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors. Any custom fields would be listed following the content type. These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field. Identifies the content creation date which is extracted from the file system. If left blank the value will be set to the current date and time. This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field. Identifies the last content modification date which is extracted from the file system. If left blank the value will be set to the current date and time. Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint. Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint. For versioned libraries, identifies the version level for the item being imported (Major or Minor). If a quasi-versioning system was used in the file system, this field along with the SharePoint File Name can be used to recreate the versions in SharePoint. To implement this functionality, use the same file name in the SharePoint File Name field, and then specify the appropriate version level in this field. If left blank, the default version level will be used during import. Specifies the comment that will be used when importing items.

Created At CSV ID Col Modified At Created By Modified By Mark Version

Version Comment

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Appendix III. Command Line Reference

In addition to running migration tasks interactively or on schedule in the UI, you can script your migrations by invoking the command-line utility included with the application:
%ProgramFiles%\Quest Software\Migration Suite for SharePoint\quest\QuestDM.exe

The most convenient way to generate the command line is to use the Generate Script button available in most copy wizards:

Note that Generate Script is only available in the Quick Mode.

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You can also use the following reference to construct your own command lines or make changes to the automatically generated scripts:

General Syntax
COMMAND DESCRIPTION

QuestDM.exe -help QuestDM.exe -cmd [command]

Prints command line help Executes a command: copylist copies a list copysite copies a site copyitems copies items/documents copyItemsUsingCSV - copies items using CSV file checkcreds checks source credentials

QuestDM.exe -encrypt [password]

Prints encrypted password

Common Parameters
PARAMETER DESCRIPTION

-srcsite [url] -srclist [name] -trgtsite [url] -trgtlist [name] -log [file] -noSplash -proxy [host:port]

Source site URL Source list name Target site URL Target list name Output file that captures results of all activities Suppresses splash screen Sets proxy configuration: user:pass@host:port or host:port

Connection Parameters
PARAMETER DESCRIPTION

-srcuser [user] -srcpass [password]

Source site user name Source site password

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-srcepass [password] -srcdomain [domain] -srchost [host] -srcport [port] -srcuseproxy -trgtuser [name] -trgtpass [password] -trgtepass [password] -trgtdomain [domain] -trgthost [host] -trgtport [port] -trguseproxy

Source site encrypted password Source site domain Source site host Source site port Use proxy to source site Target site user name Target site password Target site encrypted password Target site domain Target site host Target site port Use proxy to target site

Copylist Parameters
PARAMETER DESCRIPTION

-donotcopycontenttypes -copylistcontent -copylisthistory -copylistpermissions -copylistviews -usermapping [path] -templatemapping [path]

Do not copy list content types Copy list content Copy version history Copy list permissions Copy list views Pass CSV file with users mapping to the copy operation Pass CSV file with list templates mapping

Copysite Parameters
PARAMETER DESCRIPTION

-asnewsite -asnewsitecollection [url] -copysubsites

Copy site as new site Copy site as new site collection Copy site with subsites

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-copypermissions -copygroups -copywebparts -copycollectionfeatures -copyfeatures -copycontenttypes -copylists -copylistcontent -copylisthistory -copylistpermissions -copylistviews -copylisttemplates -rootname [name] -copythreads [number] -usermapping [path] -templatemapping [path] -centraladminurl [url] -farmadmin [user] -farmadminpassword [password] -farmadminepassword [password] -copylayoutsgallery -copymastergallery

Copy site permissions Copy site groups Copy site webparts Copy site collection features Copy site features Copy all content types Copy all lists Copy list content Copy item history Copy list permissions Copy list views Copy list document templates New name for the target site Number of parallel threads for list copy Pass CSV file with users mapping to the copy operation Pass CSV file with templates mapping URL of the Central Administration site Farm administrator user name Farm administrator password Farm administrator encrypted password Copy page layouts gallery Copy master page gallery

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-copylookfeel [all] | [page[,page]]

Copy look and feel options: all - copy everything title - copy title, description, icon navigation - copy navigation treeview - copy tree view sitetheme - copy site theme linkbar - copy top link bar launch - copy Quick Launch layouts - copy layouts and site templates master - copy master page settings welcome - copy welcome page copyspd - copy SharePoint Designer objects

Copyitems Parameters
PARAMETER DESCRIPTION

-mapping [template.mvmap] -trgtfolder [path] -filter {[field][operator][value]}

Mapping template file Target folder path Filter source items: field - internal name of a field in SharePoint operator - compare operator (=, !=, <, >) = equals to != does not equal to > greater than < less than ^= starts with *= contains value - criteria

For dates, use these patterns: yyyy-MM-dd HH:mm:ss or yyyy-MM-dd -usermapping [path] -authorship -approval Pass CSV file with users mapping to the copy operation Authorship: basic preserve Created/Modified properties (by default) preserve Approval Status/Comments

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Importfiles Parameters
PARAMETER DESCRIPTION

-path [path] -mapping [template.mvmap] -filter {[field][operator][value]}

File path Mapping template file Filter source items: field - internal name of a field in SharePoint operator - compare operator (=, !=, <, >) = equals to != does not equal to > greater than < less than ^= starts with *= contains value - criteria

For dates, use these patterns: yyyy-MM-dd HH:mm:ss or yyyy-MM-dd -usermapping [path] Pass CSV file with users mapping to the copy operation

Examples
QuestDM.exe -cmd copylist -srcsite http://host/site -srclist DocLib srcuser DOMAIN\user -srcpass passwd -trgtsite http://host/site2 -trgtlist DocLib2 -trgtuser DOMAIN\user -trgtpass passwd -copylistcontent copylisthistory -copylistviews -copylisttemplates -usermapping path/file.csv -templatemapping path/file.csv -log output.log QuestDM.exe -cmd copysite -srcsite http://host/site -trgtsite http://host/site2 -rootname newsite -asnewsite -copysubsites copypermissions -copywebparts -copycollectionfeatures -copyfeatures copycontenttypes -copylists -copylistcontent -copylisthistory copylistpermissions -copylistviews -copylisttemplates -usermapping path/file.csv -templatemapping path/file.csv -log output.log QuestDM.exe -cmd copyitems -srcsite http://host/site -srclist DocLib trgtsite http://host/site2 -trgtlist DocLib2 -trgtfolder folder1 -mapping D:/Temp/template.mvmap -filter "FileLeafRef*=.jpg" "Modified>2010-01-01" "Modified_x0020_By=DOMAIN\user" -usermapping path/file.csv -log output.log QuestDM.exe -cmd importfiles -path C:/Temp/file1.doc -trgtsite http://host/site2 -trgtlist DocLib2 -mapping D:/Temp/template.mvmap usermapping path/file.csv -log output.log QuestDM.exe -help -noSplash -log output.log

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Appendix IV. Troubleshooting

When something is not working as expected in the application, the Quest Support team may request some information from you to help resolve the issue: Screenshots it is almost always easier to diagnose issues and collect information using pictures. Please try to send several screenshots with relevant data along with other logs. Log files the application creates two types of logs: user logs and systems logs. o User logs are generated for most operations and are displayed in the Log Viewer. All (or specific) items in the log can be selected and saved on your computer for later use.

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System logs are generated behind the scenes and contain internal information that is intended for the engineering team. Besides the standard logging, there is also a Debug Mode logging procedure that collects significantly more information. Debug Mode can be enabled using a checkbox on the Help tab of the ribbon.

Debug Mode should not be enabled by default as it collects a great deal of information and subsequently slows down the application. Remember to turn off Debug Mode after collecting extended logs.

The application contains a special utility for collecting and compressing system and user logs into a single zip file. To collect the logs, follow this procedure: 1. Click Log Manager on the Help tab of the ribbon:

2. 3. 4.

Click the button and select the location and file name for the zip file. Click Save Logs or Save Environment (which collects additional data about your environment). Send the zip file to Quest Support along with screenshots.

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Appendix V. Log Files Location

After the tool is installed and started for the first time, a new directory is created that will store user specific information related to the application. By default, this workspace will be created in the users home directory. In Windows Vista and higher, the default workspace location is C:\Users\%username%\QuestMS. For earlier versions of Windows, it will be stored in the Documents and Settings directory. To change the default workspace location, perform the following steps: 1. 2. 3. Close the application. Create a new folder in your drive (e.g. C:\QuestMS). Go to %ProgramFiles%\Quest Software\Migration Suite for SharePoint\quest\configuration and open the config.ini file for editing.
Please note: 1. This folder is hidden, so you may need to show hidden files/folders in Folder Options. 2. Use WordPad to open the file. 3. You may need to start WordPad using the Run as Administrator option to overcome Windows security settings.

4.

5. 6.

Edit the last line of this file. Change [email protected]/QuestMS to osgi.instance.area.default=c:/QuestMS (*note that the forward slash is used instead of back slash) Save and close config.ini. Start the application.

The workspace stores the following data: License Information The project directories that are displayed in the Navigator pane, which includes the cache of the site structure Log files (metadata) Temporary connection properties used by the tool Project Mode jobs Various settings and filters used throughout the application interface

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The following types of logging information are stored within the workspace: 1. 2. Quick Mode logs - these logs are displayed after a Migration Manager operation is complete. They are stored as .xml files and located in the appLog directory. Project Mode logs - these logs are located in the activityDataStore directory and stored as .xml. The history and activity xml files related to the jobs are stored in this location. Debug logs - these logs are created when the Debug Mode is activated. The .log, bak_0.log, etc. contain the operations that the tool is performing with enhanced logging. Lots of information is written when the Debug Mode is enabled which is helpful when investigating customer issues. Only 10 of these files are created, which means they will start to write over themselves if large operations are performed in the Debug Mode. Please perform as small a test as possible while this mode is enabled. Connection logs these logs are created when encountering connection issues and stored to the transport.log file.

3.

4.

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About Quest Software, Inc.

Established in 1987, Quest Software (Nasdaq: QSFT) provides simple and innovative IT management solutions that enable more than 100,000 global customers to save time and money across physical and virtual environments. Quest products solve complex IT challenges ranging from database management, data protection, identity and access management, monitoring, user workspace management to Windows management. For more information, visit www.quest.com.

Contacting Quest Software

Email Mail [email protected] Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA www.quest.com

Web site

Refer to our Web site for regional and international office information.

Contacting Quest Support

Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to our Support Portal at www.quest.com/support From our Support Portal, you can do the following: Retrieve thousands of solutions from our online Knowledge Base Download the latest releases and service packs Create, update and review Support cases

View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at: www.quest.com/support.

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