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Metalogix Essentials for Office 365 2.4 - Advanced Installation Guide

Preserving Content Authorship and Approve/Reject Statuses

Essentials Migrator allows you to preserve core authorship properties during any tagging and copy/move operation without any additional software or agents.

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NOTE: The user executing the migration must be a site owner in the target environment in order to retain created/modified properties.

For lists with Content Approval enabled, an option is provided to either retain the created/modified properties or the content approval status. To access this option do the following:

1.Select the Help tab in Essentials, and choose Profile Manager from the top ribbon.
orphaned user copy

2.In the Profile Manager, select Copy List or Copy Site from the left hand pane. Scroll down to Authorship and select your choice of Authorship from the drop down list provided.
authorship

3.Click Apply to apply your changes before you close the Profile Manager window.

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NOTE: By installing the optional web service, you can preserve both created/modified properties AS WELL AS content approval status. The default behavior is to have either one or the other. This is the only behavior in Office 365 or hosted environments where the web service can't be installed.

There are several scenarios where created/modified properties may not be preserved.  Here is a list of these scenarios.

·Some created/modified by accounts are not preserved, while created/modified information is retained - this indicates that the users do not exist or are disabled in the target environment's Active Directory.  A listing of these users can be generated using Security Manager.  You may remap these users to other accounts using the User Mapping feature.

·Created/Modified properties are not preserved for minor versions of items in a versioned list - this is due to a limitation in SharePoint APIs.  Where possible, users may choose to install the Essentials web service to resolve this issue.

·Created/Modified properties are not preserved when migrating to certain service pack versions of SharePoint 2007 -  this is due to a limitation in SharePoint APIs.  Where possible, users may choose to install the Essentials web service to resolve this issue.

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