Copying a SharePoint Site or Documents into a File Share
Use the Copy as File Share Directory action to copy SharePoint sites, document libraries and documents into a File Share. This allows you to move content back and forth between SharePoint and the File Share environment.
You can:
·copy SharePoint sites and document libraries into a File Share connection as a directory (folder) while maintaining the existing sub-structure
OR
·copy SharePoint documents as documents under a selected File Share node.
To copy a SharePoint site or document library as a File Share Directory
1.In Explorer View, select the SharePoint site or document library that you want to migrate.
2.Right-click and choose Copy Site or Copy List .
3.Select the target File Share directory.
4.Right-click and choose Paste Site > As Directory or Paste List > As Directory.
4.Continue with Configuring Copying Options.
To copy SharePoint documents into a File Share Directory:
1.In Explorer View, select the SharePoint document library that contains documents to be migrated.
2.Switch to Items View.
3.Select the documents to be copied.
4.Right-click and choose Copy Selected Documents.
5.Select the target File Share directory.
6.Right-click and choose Paste Documents.
Continue with Configuring Copying Options.
Migrating File Share Folders in Bulk Using a CSV File
The Migrate from CSV feature enables you to efficiently perform bulk migrations from file system folders to SharePoint on premises or SharePoint Online target sites from a single CSV file. Each folder will be migrated to the specified target site as a SharePoint document library.
Requirements
·An active connection must exist for each the source folder and target site specified in the CSV file.
·Both on premises and SharePoint Online target sites cannot be migrated from a single CSV file, as some of the configuration options are different. Separate CSV files must to be created for each. If both are present in the CSV file, Content Matrix uses the target in the first entry to determine if the others are valid. That is:
§If the first target is a SharePoint Online site, only connected SharePoint Online sites will be marked as valid.
§If the first target is a SharePoint on premises site, only connected SharePoint on premises sites will be marked as valid.
·A source folder can have only one entry in a CSV file. If the same source is used in additional entries, those entries will be considered invalid. However, different source folders can be migrated to the same target.
Formatting the CSV file
The CSV file for the bulk migration matches each source folder to the SharePoint target site. Use the entries Source and Target for the first row. (This will allow Content Matrix to validate the entries). Enter the path to each source folder in the Source field and the URL of the SharePoint target site in the Target field.
EXAMPLE:
To initiate a "Migrate from CSV" migration:
1.From the Content Matrix Console ribbon toolbar, select Connection > Migrate from CSV.
2.Select the CSV file you want to import, then click [Next].
A summary dialog displays with each Source URL, Target URL, and Status (Valid or Invalid).
The example below shows a CSV file with invalid entries.
NOTE: If the file contains invalid entries but you want to proceed with the migration, only the entries marked Valid will be migrated. You may also cancel and correct any invalid entries to ensure they comply with the requirements specified above.
3.To proceed with the migration, click [Continue].
The Paste Folder Settings dialog displays. Now you can configure Copying Options that will be applied to all source/target combinations.
NOTE: As with other migration jobs, you can run the job from the Content Matrix Console or using PowerShell. The only difference is how the migration is logged:
·When run from the Console, the entire migration is logged as a single job.
·When run from PowerShell, the migration is logged as separate jobs, based on the target location.
Configuring Copying Options
The Paste [Object] dialog provides a tabbed interface that enables you to configure a migration according to your specifications. Available tabs will vary based on the type of migration that you initiated.
Folder Options
If you chose to Migrate Folders as SharePoint Sites or Document Libraries,complete the Folder options tab as described below.
To configure Folder Options:
1.If you want to Migrate sub-folders, make sure this box is checked.
NOTE: If you uncheck this box, only the folder from which you initiated the migration will be copied.
2.For Replace invalid characters in file names with: select the character that you want to use as a substitute for any characters disallowed by SharePoint.
3.Select the action that you want Content Matrix to take If a folder with the same name already exists on the target. Use the information in the following table for guidance.
|
If you to ... |
Select ... |
|---|---|
|
prevent Content Matrix from copying a folder from the source if a folder with the same name already exists on the target (in the same hierarchy structure) |
Do not copy the folder. |
|
allow Content Matrix to overwrite any existing folders on that target, if they have the same name as a folder that is being migrated |
Overwrite the existing folder. |
|
allow Content Matrix to migrate files and other folders directly into a folder that already exists on the target, if a folder with the same name is being migrated from the source. |
Use the existing folder. |
|
allow Content Matrix to migrate a folder from the source, even if a folder with the same name already exists on the target. |
Copy the folder with a unique filename. NOTE: If you select this option, the folder from the source will be created on the target using a unique name (typically the original file name with "_1" appended). For example, if a folder named "Marketing Programs" is migrated from the source, and a folder with the same name exists on the target, then a new folder will be created on the target called "Marketing Programs_1", and the contents of the folder will be migrated into this new folder. |
4.Select the Content type options to use when setting the content type for any folders that are migrated to SharePoint. Use the information in the following table for guidance.
|
If you want to ... |
Then ... |
|---|---|
|
use the default SharePoint content type for any migrated folders |
select Use default content type (No folder metadata). |
|
specify the content type that should be associated with folders when migrating content. |
·Select Use custom content type AND ·Either: §select an available content type from the drop-down OR §click [Edit Field Mappings] and specify your own target content type using the procedure for Mapping Field Types. |
5.If you want to migrate to a SharePoint Online target using the Import Pipeline, check the Use Import Pipeline box and either:
·keep the default option - SPO Provided Azure Containers
OR
·select Azure private containers (if configured), and enter the Azure Storage Connection String in the following format:
DefaultEndpointsProtocol=https;AccountName={your account name};AccountKey={your account key}
NOTE: When using Azure private containers, you also have the option to Encrypt Azure jobs. (When using SPO Provided Azure Containers, jobs are always encrypted.)