Chat now with support
Chat with Support

Metalogix Essentials for Office 365 2.2.3 - User Guide

Metalogix Essentials for Office 365 User Guide
Administrator Architect Backup
Interface Overview Common Functions
Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper Backup Creating a Full Backup Creating an Update Backup Creating an Exchange Online Mailbox Backup Creating an Office 365 Group Backup Creating a OneDrive for Business Backup Backup Resume Backup Search Restore from Backup Scheduling Backup Jobs Import/Export Backup Archives Moving the Backup Location Backup Project Conversion
Drives
Interface Overview Common Functions
Connecting to Drives Copy Google Drives to OneDrive for Business Copy Google Drive to an Office 365 Group Copy Google Drive to Microsoft Teams Copy File Shares to OneDrive for Business Copy File Shares to SharePoint Online Copy File Shares to an Office 365 Group Copy File Share to Microsoft Teams Copy My Sites to OneDrive for Business Copy OneDrive for Business to OneDrive for Business Copy Box to OneDrive for Business Copy Box to SharePoint Online Copy Box to an Office 365 Group Copy Box to Microsoft Teams Copy Dropbox Business to OneDrive for Business Copy Dropbox to an Office 365 Group Copy Dropbox to Microsoft Teams OneDrive Management Progress Tab Hyper Migration Path Length Overflow
File Manager Informant Migrator
Interface Common Functions
Connect to SharePoint and OneDrive for Business Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts Pre-Migration Analysis Azure Turbo Mode In-Place Tagging of SharePoint Items Incremental Copy Nintex Workflow Migration Orphaned Users Copy Preserving Content Authorship and Approve/Reject Statuses Reprocess Failed Items Save Site to XML Using Scripts and Integration With Windows Task Scheduler
Profile and Global Variables Public Folders for SharePoint Reporting and Re-Mapping Users and Templates Security Manager Term Store Manager Scripts Wizards Appendix

Exporting Term Groups and Term Sets to CSV

Term Groups and Term Sets may be exported to a CSV file.  This will allow users to manipulate this information with any text editor or spreadsheet application.  The exported file may be imported back into SharePoint using the Import from CSV option within SharePoint's Central Administration console.

To create an export file:

1.Connect to the Term Store using the procedure from section Connect and View Term Store.

2.Select a Term Group or Term Set and right click on that item.

3.Choose the 'Export to CSV' option.

4.Select a Destination File Location, Name the CSV file, and click 'Create'.

info

NOTE: The exported file conforms to Microsoft's supported CSV formatting and therefore if a Term Group is exported, a separate CSV file will be created for each Term Set within this group.

 

This CSV file can be imported into SharePoint through Central Administration.

1.In Central Administration, under the Application Management heading, select Mange Service Applications.

2.Select the Manged Metadata Service, right click and select 'New Group'

3.Enter a name for the new group and press 'Enter'.

4.Select the newly named group and right click on that group to choose 'Import Term Set'

5.Browse to select the CSV file and click 'OK'

Export to and Import from SKOS Files

The native external format that Microsoft supports for Term Sets is CSV files, which are limited in the amount of metadata and functionality that is provided.  To enhance the experience of import, export or "backup" of Term Store elements, support for SKOS (*.rdf files) is included.  More information about this file format can be learned from the following link (external link): http://www.w3.org/2009/08/skos-reference/skos.html.

Some of the advantages to using SKOS rather than CSV:

·SKOS can include all terms sets within a selected term group

·SKOS includes additional metadata properties like translations, synoymns and custom properties

·SKOS is more universally supported outside of SharePoint Term Stores

info

NOTE: Managed and Faceted Navigation is not currently supported for either Export to and Import from SKOS.

 

Export to SKOS

To export to a SKOS file, select a Term Group or Term Set and either right click > Export to SKOS or simply click the Export to SKOS button in the application's ribbon.  Select a location to save the file and enter a name, then click Create.  The SKOS file will then be created, depending on the size and complexity this process could take anywhere from a few seconds to a few minutes to complete.  A dialog will appear when the file is ready.

Import From SKOS

To import a SKOS file, select the Term Group or Term Set in which the SKOS should be imported into and either right click > Import from SKOS or simply click the Import from SKOS button in the application's ribbon.  Click OK on the confirmation dialog and the import process will begin.  During this process, new objects (term sets and terms) may be created as well as updates to existing elements already within this location, as defined in the SKOS.  The recommendation is to Import to the object that was originally used for Export.  For example, if the SKOS export was created from Term Set "ABC", then the Import from SKOS option should be chosen after selecting Term Set "ABC".  In this example, if the parent Term Group was selected, then the objects in the SKOS will be created one level higher (Terms as Term Sets).

Depending on the size and complexity this process could take anywhere from a few seconds to a few minutes to complete.  A dialog will appear when the file is ready.

Related Documents