This option allows the user to create a CSV file that will copy files located within SharePoint rather than in a file system. A typical scenario for this is to copy many files but with unique metadata changes for each file. This can be done by creating and modifying the CSV file and then using the Upload Copy Content Using CSV option.
1.To run this operation follow the instructions in the Copy, Move, and Tag SharePoint Content section. Don't forget to select the "Create CSV File for Uploading, Tagging or Copying files" option on the final summary page of the wizard. Click Finish.
2.Enter the location and name of the CSV file in the provided dialogue and press the Create button. Please reference CSV Column Reference Guide for additional information.
3.In order to upload/copy content using the CSV you just created, you need to select a Library or Folder from within the Navigator Pane and right-click. Select "Use CSV to..." and then select Upload/Copy Content from the right-click menu.
4.In the Upload or Copy files using CSV wizard, identify the destination of the CSV file created in step 2.
5.Select the Source SharePoint Sites from the list that your CSV provided. You may check individual items or the Check All button at the bottom to select everything. Click Check Connection to check the connection to the source sites.
6.Specify any options you wish to include as part of your migration. Click Finish.
NOTE: When copying/tagging a library with versioned documents, using the CSV will apply the information entered for the file to each of the versions.
Copy of items using CSV is available in the following suites:
·Office 365 Bundle
Copying items via CSV is also available in the following standalone products:
·Migrator for SharePoint
The Alerts Collector must be installed and running on your source SharePoint server. The software will extract all alerts from the selected Web Applications or Site Collections into a CSV file.
· In order to copy alerts, additional software called Alerts Collector is required. If you need this software, please open a support ticket using the Contact Support button located in the application's Help tab.
·Hosted or Office 365 source environments are not supported.
1.Download and run the Alerts Collector Application. It may take a few minutes to retrieve your farm structure.
2.A window will appear requesting to specify a CSV file name and destination.
3.Select the Web Applications or Site Collections of the Alerts to be extracted.
4.Once satisfied with your selections, click OK and upon completion a 'Success' window will appear. Select OK and the application will close.
The CSV file that is generated must be accessible to the migration software. If your application is installed in a different location, copying the file to that location is advisable.
SharePoint uses three primary methods for categorizing content. The hierarchy of sites, lists and folders (which is similar to how file systems store files in folders), metadata (via content types and fields), and AutoTagging to tag or classify content for find-ability and filtering. The application has been designed to categorize content in bulk by leveraging one or all of these methods.
This section will walk you through the process of intelligently tagging content. Please refer to the section titled, Copy, Move, and Tag SharePoint, for additional information on moving or copying content into specific sites, lists, and folders.
1.Locate a list or library, containing the content you wish to classify, in the Navigator pane. Double-click on the list to load its contents into the Contents pane.
If the site containing your items or documents is not available in the Navigator pane, follow the instructions for Connecting to SharePoint in order to load it.
2.From the list of files located in the Contents pane, select all the files for tagging. Hold down the CTRL key to select multiple individual files or SHFT key to select multiple consecutive items.
3.Right-click on any of the selected files, and select the Tag option from the drop down menu. This will initiate the tagging wizard.
5.Once the tagging selections are made, press the Next button located at the bottom of the window. A summary screen will be generated asking you to confirm the operation. Press Finish to initiate the tagging. The application will complete the tagging process and provide a notification window.
·For the Migrator version of this wizard, users may select the "Create CSV File for Uploading, Tagging and Copying Files", which will create a CSV file that may be edited and used for tagging at a later time (see Copy and Tag SharePoint Items Using CSV).
·For Migrator version of this wizard, in the event any errors are thrown, you may reprocess any failed items after resolving the underlying issues.
·For lists with Content Approval enabled, an Approval Status field will be displayed. This field can be used to bulk approve/reject selected content.