When moving Sites or Lists there is occasionally a need to change the underlying template for these objects. Some examples of these use cases are moving to a different version of SharePoint where a template may have been deprecated or simply trying to remove custom templates to reduce complexity. The application contains an option to do this in Advanced Option.
1.Generate a Site and List Templates Report from the source site and target site.
2. In Microsoft Excel (or any text editor) copy all or some of the templates from the source site into the first column.
NOTE: Reports provide both the template name and the id. For the mapping table, only the id should be entered.
3.For any template that requires a different type in the target site, enter or copy the name of that template to the column on the right.
4. Save this file (in a .csv format) and load it when copying a list or a site to perform this transformation.
Click here to download an example template mapping file.
Metalogix Essentials Security Manager for SharePoint is designed to analyze and manage permissions, groups/users and levels across multiple site collections and farms. It aims to both simplify cumbersome tasks and provide in-depth analysis of existing security rights from the convenience of your desktop and without installing anything on your SharePoint servers.
Metalogix Essentials Security Manager allows you to:
·Browse, add, edit and delete groups, users, permissions and permission levels in a visual hierarchical structure of site collections, sites, lists and individual items
·One easy to use interface for managing multiple server farms, domains and site collections.
·Copy groups, users, permissions and permission levels between server farms, site collections, sites, lists and individual items across user directories (LDAP, ADFS, RDBMS).
·Manage permissions for multiple objects at the same time
·Compare an objects permissions to better manage permission templates and identify where permissions do not match the templates
·Analyze a users or groups permissions for any site, list or item
·Analyze which users or groups have permissions for a specific object
·Discover and resolve potential security problems in multi-server farm environments such as sites with no permissions, deleted users with granted permissions, broken chain of permission inheritance, etc
·Transfer roles between users addressing issues such as employee turnover and new hires
·Supports SharePoint 2007, 2010, 2013 and SharePoint Online
·And much more
The Navigation area is auto-generated when connecting to a SharePoint environment and provides a hierarchical representation of Farms, Tenants, Sites, Sub-Sites and Lists. The Content area contains a variety of screens in a tabbed structure that provide detailed information regarding the object selected in the Navigator pane.
NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.
The objects displayed in the Navigator area are limited to Farms/Tenants, 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 options is available from right-click menus and the ribbon at the top of the screen.
Site Level Right-Click Menu
List Level Right-Click Menu