DocAve 6 Content Manager

Transcription

1 DcAve 6 Cntent Manager User Guide Service Pack 4, Cumulative Update 2 Revisin N Issued July 2014

2 Table f Cntents Abut Cntent Manager... 5 Cmplementary Prducts... 6 Submitting Dcumentatin Feedback t AvePint... 7 Befre Yu Begin... 8 Cnfiguratin... 8 Required Permissins... 8 Lcal System Permissins... 9 Licensing and Permissins f Cntent Manager fr SharePint Online Required Permissins fr Agent Accunt Required Permissins fr the User Used t Registering the Site Cllectin Health Analyzer Getting Started Launching Cntent Manager Cntent Manager Interface Basic Cntent Management Functins Cpying Cntent Cnfiguring Default Cpy Settings Perfrming a Simple Cpy Mving Cntent Cnfiguring Default Mve Settings Perfrming a Simple Mve Creating Cntainers Creating a Site Cllectin Creating a Site Creating a List/Library Using Advanced Search in the Surce and Destinatin Trees Building Plans Building Plans Using Wizard Mde Cnfiguring the Cnfiguratin Sectin

3 Building Plans Using Frm Mde Managing Plans Using Data Imprt and Data Exprt Exprting Cntent Imprting Cntent Editing Metadata File Advanced Settings Cntent Manager fr SharePint Online DcAve Cntent Manager Use Case Restructuring SharePint Envirnments Appendix A: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin Apps Cnflict Reslutin Appendix B: Online and Offline Cntent Manager Settings fr SharePint On-Premises Online Cntent Manager Settings Offline Cntent Manager Settings Exprt Settings Imprt Settings Appendix C: and Unsupprted Cntent Manager Settings fr SharePint Online Online Cntent Manager Settings Offline Cntent Manager Settings Exprt Settings Imprt Settings Appendix D: and Unsupprted Elements fr Cntent Manager Appendix F: Accessing Ht Key Mde Hme Page Cpy Mve Plan Builder Plan Manager Page Appendix G: Cntent Manager Custmizatin Supprt Table

4 Appendix H: The and Unsupprted Methds t Cpy r Mve Sites f Different SharePint Experience Versins Unsupprted SharePint Elements fr Partially Methds Master Page Site Template List Template Theme Web Part Ntices and Cpyright Infrmatin

5 Abut Cntent Manager DcAve Cntent Manager fr SharePint 2010/SharePint 2013 prvides administratrs with the ability t cmprehensively mve, cpy, and restructure SharePint sites, Apps fr SharePint, cntent, and tplgy within r acrss SharePint n-premises envirnments and SharePint Online envirnments. Thrugh a centralized, highly intuitive management cnsle, featuring familiar ribbn-based cntrls and wizard-based, step-by-step guidance, administratrs can seamlessly manage and restructure SharePint cntent with minimal interruptin t business prcesses in rder t quickly respnd t evlving infrmatin gvernance requirements. *Nte: AvePint is nt respnsible fr any circumventin f a SharePint app s license that may ccur frm mving an app frm ne site cllectin t anther r ne farm t anther. It is the custmer s respnsibility t ensure that all licenses fr the app have been purchased and deplyed prperly. 5

6 Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with Cntent Manager: 1. DcAve Cnnectr fr cllabrating upn netwrk file shares and clud strage resurces directly thrugh SharePint withut migratin. Cnnected cntent appears as nrmal SharePint cntent, and can be leveraged exactly as if it were residing within a SharePint dcument library. 2. DcAve Replicatr fr SharePint fr cpying SharePint cntent within the same SharePint farm r frm ne SharePint farm t anther. 3. DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes. 4. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. 6

7 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 7

8 Befre Yu Begin Refer t the sectins t review the system requirements fr DcAve Cntent Manager. Cnfiguratin In rder t use Cntent Manager, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Cntent Manager will nt functin withut DcAve 6 present n the farm. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, refer t the DcAve 6 Installatin Guide. Required Permissins T install and use Cntent Manager prperly, ensure that the Agent accunt has the fllwing permissins: 1. Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins n the permissins, yu can simply add the DcAve Agent accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Cntent Manager; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full Cntrl t all znes f all Web applicatins via User Plicy fr Web Applicatins Full Cntrl t the User Prfile Service User Plicy fr Web Applicatin: Full Cntrl t All znes with Accunt perates as System ptin. This permissin is required t restre the newsfeed. *Nte: T deply apps, the Agent accunt cannt be a system accunt. User Prfile Service Applicatin permissin: Fr SharePint 2010 Use Persnal Features Create Persnal Site Use Scial Features 8

9 Fr SharePint 2013 Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Managed Metadata Service: Term Stre Administratr Search Service: Full Cntrl Business Data Cnnectivity Service: Full Cntrl 3. SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Cntent Manager; they are nt autmatically cnfigured. db_wner database rle in all f the databases related t SharePint, including Cntent databases, Cnfiguratin databases, Central Administratin cntent databases, User Prfile Service databases, and App Management databases. db_wner database rle in the Nintex Wrkflw databases, including cnfiguratin database and cntent database. dbcreatr and securityadmin server rles in SQL Server If a Web applicatin enables the frms-based authenticatin and uses database as the methd f frms-based authenticatin, ensure at least ne cnditin: The Agent accunt has the db_wner database rle in the FBA database. Specify a user in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t the FBA database. Lcal System Permissins Sme lcal system permissins are autmatically cnfigured during DcAve 6 installatin. The user will be set up as a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance Mnitr Users DcAve Users (this grup is created by DcAve autmatically with the fllwing permissins): Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\EventLg Full Cntrl t the Cmmunicatin Certificate 9

10 Permissin f Lg n as a batch jb (navigate t: Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl t the DcAve Agent installatin directry Licensing and Permissins f Cntent Manager fr SharePint Online Befre using Cntent Manager fr SharePint Online, ensure that yu meet the fllwing prerequisites: Yu have purchased the crrespnding license fr Cntent Manager fr SharePint Online. Yu have created SharePint Sites Grup in Cntrl Panel and added ne r mre SharePint n-premises r SharePint Online site cllectins t the SharePint Sites Grup. Fr mre infrmatin, refer t the DcAve 6 Cntrl Panel Reference Guide. Required Permissins fr Agent Accunt The permissin requirements fr the Agent accunt used fr Cntent Manager fr SharePint Online are as fllws: Lcal System Permissins: T install and use Cntent Manager prperly, ensure that the Agent accunt has the prper Lcal System Permissins. DcAve autmatically cnfigures the Lcal System Permissins during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins n the permissins, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. Required Permissins fr the User Used t Registering the Site Cllectin The permissin requirements fr the user specified when adding the site cllectins t SharePint Sites Grup are as fllws: *Nte: The user must have the fllwing permissins t each site cllectin added t the SharePint Sites Grup. Site Cllectin Administratr User Prfile Service: Fllw Peple and Edit Prfile Use Tags and Ntes Managed Metadata Service: Term Stre Administratr 10

11 The Read permissin t the Apps fr SharePint library in the App Catalg Site Cllectin Health Analyzer AvePint recmmends using Health Analyzer t check the prerequisites yu need t crrectly use DcAve Cntent Manager. *Nte: Only the users in the DcAve Administratrs grup can use Health Analyzer. *Nte: Fr the rule Agent Accunt Cannt be SharePint System Accunt, yu can ignre the result f this rule if yu are nt ging t deply apps n the specific Web applicatins. Fr mre infrmatin abut Health Analyzer, refer t the DcAve 6 Cntrl Panel Reference Guide. 11

12 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Cntent Manager. *Nte: When lgging int DcAve Manager and perating the Cntent Manager mdule using the users in the System grups, the users can nly perate the: Farms t which it has permissin. Functins t which it has permissin. DcAve bjects (such as, plans, jbs, registered SharePint sites, and s n) t which it has permissin. Administratrs r the users in the System grups can grant different permissin levels t different farms f a System grup. Fr mre infrmatin n permissin cntrl f users in the System grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Launching Cntent Manager T launch Cntent Manager and access its functinality, cmplete the fllwing steps: 1. Click the DcAve tab t display all prduct suites fr DcAve Click Administratin t access the Administratin mdules. 3. Click Cntent Manager t launch this mdule. Figure 1: DcAve mdule launch windw. 12

13 Cntent Manager Interface The Cntent Manager user interface is made up f the fllwing fur main areas: 1. Tabs Navigate between the different tabs f Cntent Manager. 2. Ribbn Tlbar where yu can perfrm actins, cnfigure settings, and access Jb Mnitr fr Cntent Manager jbs. 3. Surce pane Access the SharePint bjects at different levels f yur SharePint farms with SharePint cntent that yu want t cpy r mve. 4. Destinatin pane Access the SharePint bjects at different levels f yur SharePint farms with SharePint cntent that yu want t cpy r mve. Figure 2: Cntent Manager Interface. 13

14 Basic Cntent Management Functins While Cntent Manager allws yu t create plans s that yu can repeat cpy and/r mve jbs withut having t recnfigure the settings each time, yu can als perfrm these simple tasks withut having t create an entire plan. Cpy When Cntent Manager runs a cpy jb, SharePint cntent and securities are cpied frm the surce ndes t the destinatin nde based n the settings yu cnfigured in Default Cpy Settings. Mve When Cntent Manager runs a mve jb, SharePint cntent and securities are first cpied frm the surce ndes t the destinatin nde based n the settings yu cnfigured in Default Mve Settings. The surce nde cntent and securities are then deleted. The deletin f the surce cntent and securities can be cnfigured t ccur autmatically after the cpying part f the Mve jb is cmplete, r yu may chse t manually delete the cntent after the Mve jb is cmplete. *Nte: Only the items within lists are deleted in the surce nde cntent. The securities f the cntainer level bjects are nt deleted in the surce nde, including Web applicatin, site cllectin, site, list, and flder. Create Cntainer Cntent Manager allws yu t create cntainers within SharePint withut having t leave the DcAve interface. The Create Cntainer feature is useful in cases where yu want t cpy r mve cntent frm the surce ndes t a new destinatin nde withut having t pre-create the destinatin nde within SharePint. *Nte: If yu select the Include New checkbx in the Surce pane, cntent created after the plan is saved will be included when the plan is executed. *Nte: Yu can dwnlad the jb details and jb related lgs in Jb Mnitr. Fr mre infrmatin, refer t DcAve 6 Jb Mnitr Reference Guide. Cpying Cntent The fllwing tw sectins explain hw t cnfigure Default Cpy Settings and hw t perfrm a simple cpy f cntent. Use the Default Cpy Settings t custmize a template fr yur cpy settings. These settings will be applied t any new cpy jbs yu create. Yu will be able t edit these settings befre running the cpy jb. T cnfigure default cpy settings, cmplete the fllwing steps: 1. In the Hme tab f the Cntent Manager interface, click Cpy n the ribbn. 2. Select Default Cpy Settings frm the drp-dwn menu. The Default Cpy Settings tab appears. 14

15 Alternatively, yu can als edit the cnfigured default cpy settings t mdify the cpy settings befre running a cpy jb. T d s, cmplete the fllwing steps: 1. In the Hme tab f the Cntent Manager interface, click Cpy n the ribbn. 2. Select Cpy frm the drp-dwn menu. The Cpy tab appears. 3. Click Edit n the ribbn t edit the default cpy settings. The Edit Cpy Settings interface appears. *Nte: Befre running a cpy jb yu can nly mdify the settings supprted by the selected surce and destinatin ndes in the Edit Cpy Settings interface. Cnfiguring Default Cpy Settings In the Default Cpy Settings tab r the Edit Cpy Settings interface under the Cpy tab, make yur settings selectins in the fllwing fields: 1. Actin Select Attach t transfer the surce nde as a child nde underneath the destinatin nde, r select Merge t add the cntent, securities, and cnfiguratins f the surce nde t the destinatin nde. 2. Prmte Methd Chse t prmte nly the tp-level site t site cllectin r prmte all f the selected sites t site cllectins. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. *Nte: When yu select site cllectin level ndes as the surce, nly the Prmte all sites t site cllectins ptin is available. Select Merge as the Actin ptin. 3. Which managed path wuld yu like t use in the destinatin? Changes the managed path in destinatin. Select the Change the managed path in destinatin checkbx t cnfigure the managed path yu are abut t use in destinatin by entering the desired value in the Enter an existing Wildcard Inclusin Managed Path text bx. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. Select Merge as the Actin ptin. 4. Filter Plicy Select a filter plicy yu previusly created frm the drp-dwn list, r click New Filter Plicy frm the drp-dwn list. Filter plicies allw yu t select specific bjects r data within each SharePint level frm Web applicatin dwn t the item level. Fr infrmatin n creating a filter plicy, see the DcAve 6 Cntrl Panel Reference Guide. 15

16 *Nte: When using the filter plicy in SharePint Online, the Created By rule is nt supprted. Exceptins will be recrded in the jb reprt. 5. Cnfiguratin Chse whether r nt t migrate cnfiguratin t the destinatin: Select the Cpy cnfiguratin checkbx t cpy the prperties, descriptins, titles, settings, and features frm the surce nde t the destinatin nde. If yu want t keep the lk and feel f the surce site including the quick launch, tp link bar, tree view, site theme, and master page, select the Keep lk and feel checkbx. *Nte: This functin will nly take effect if the surce nde is a site, the destinatin nde is a tp-level site r a site cllectin, and if yu chse Merge as the actin in the Actin field. Leave the Cpy cnfiguratin checkbx deselected if yu d nt want t migrate cnfiguratin t the destinatin. Then, chse frm the fllwing ptins: Select Cpy the item-dependent clumns and cntent types t maintain item integrity. Then, select a cnflict reslutin methd fr these items clumns and cntent types frm the drp-dwn list: D nt cpy the clumns and cntent types, r the crrespnding items Ignres the cnflicting clumns, cntent types, and the crrespnding items, and d nthing n the surce and destinatin nde. Overwrite the clumns and cntent types Overwrites the destinatin clumns and cntent types with the surce nde. Append the clumns and cntent types t destinatin Keeps the destinatin clumns and cntent types when there is a cnflict. In additin, cpy the surce clumns and cntent types t the destinatin nde with a numerical suffix added (fr example, ClumnName_1, ClumnName_2, etc.). Select D nt cpy the item-dependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin. The crrespnding items are nt cpied t the destinatin. The jb reprt will shw items if the crrespnding clumn r cntent type is nt fund in the destinatin nde. 6. Security Select the Cpy security checkbx if yu want t cpy the user and/r grup permissins frm the surce nde t the destinatin nde, including SharePint permissin level and permissin inheritance f SharePint bjects. Additinally, select the Exclude user/grup withut permissin checkbx if yu want t exclude users and/r grups that have n permissins t the destinatin. *Nte: A user/grup withut permissin refers t a user/grup that exists in the surce nde, but des nt have any permissin. Yu cannt view this kind f user/grup in the Peple and Grups > SiteName Members page f a site, but yu can view it in the Peple and Grups > All Peple page. T g t the Peple and Grups > All Peple page, mdify MembershipGrupId=8 16

17 in the URL f the Peple and Grups > SiteName Members page t MembershipGrupId=0, then yu are brught t the Peple and Grups > All Peple page. 7. Cntent Select the Cpy cntent checkbx if yu want t cpy cntent in libraries, flders, and items frm the surce nde t the destinatin nde. Additinally, select the Include list attachment if yu want t als cpy attached cntent in lists frm the surce nde t the destinatin nde. 8. User Prfile Select the Cpy user prfile checkbx if yu want t cpy user prfiles frm the surce nde t the destinatin nde. *Nte: This functin will nly take effect when the surce nde level is equal t r higher than the site cllectin level because users are saved in the tp-level site. 9. Wrkflw Select the Include wrkflw definitin checkbx t cpy the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde, and/r select the Include wrkflw instance t cpy the state, histry, and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. By default, the Include cmpleted instance checkbx is selected t cpy the cmpleted instance frm the surce nde t the destinatin nde. Yu can select the Include running instance checkbx if yu want t cpy the currently running instance in the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Cancel wrkflws Cancel the cpied r mved running wrkflw in the destinatin nde after the Cntent Manager jbs. Restart wrkflws Restart the cpied r mved running wrkflw in the destinatin nde after the Cntent Manger jbs. *Nte: Cntent Manager des nt supprt the wrkflw instances assciated with the checkedut files. 10. Managed Metadata Service Setting Select the Cpy Managed Metadata Service checkbx if yu want t cpy the related managed metadata services frm the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Term Cpy terms that are used in the surce, their parent terms, the term sets where the used terms reside, and the names f the grups where the used terms reside t the destinatin. Term set Cpy the whle term sets where the used terms reside in the surce (regardless f whether r nt the terms in the term sets are used by the surce nde r nt) t the destinatin. Managed Metadata Service Cpy the whle Managed Metadata Services that are related t the surce nde t the destinatin. 11. Preserve the Null Clumn Values Select Yes t preserve the null values f item clumns (such as newly created clumns), r select N t replace null values with default values in the destinatin nde. 17

18 12. Flder Structure Management Chse whether r nt t cllapse the flder structure f the cpied r mved cntent. Select the Cllapse Flder Structure checkbx t enable this feature. Select the Add a clumn t display the surce flder name checkbx, and then enter a clumn name in the text bx t add a Single Line f Text clumn t display the surce flder name. 13. Data Cmpressin Select the Cmpressin checkbx if yu want t cmpress the data when it is cpied. If yu chse t cmpress the data, use the slider t select the cmpressin rate. Fastest cmpressin rate results in a larger data set. Best cmpressin rate results in a smaller, better quality data set, but the cmpressin takes mre time t perfrm. *Nte: Smaller data sets take lnger t backup and recver. 14. Data Encryptin Select the Encryptin checkbx if yu want t encrypt the data. Then select the default security prfile r a previusly cnfigured security prfile frm the drp-dwn list t prtect yur backup data using the security keys generated by the specified encryptin methd, r click New Security Prfile t create a new ne. Fr details n creating a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Encrypted data takes lnger t backup and recver. 15. Clumn Mapping Maps surce clumns t the specified clumns in the destinatin, r change the clumn name t anther ne, accrding t the cnditin that yu set up. The specified surce clumns will be mapped accrding t the selected clumn type, and the clumn values will be mapped accrding t the added value mappings. Accrding t clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. Select a clumn mapping yu previusly created frm the drp-dwn list, r click New Clumn Mapping frm the drp-dwn list. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If yu select the clumn type Change t Lkup while setting up yur clumn mapping, make sure that the Lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. 16. Cntent Type Mapping Maps surce cntent types t the specified cntent types in the destinatin, r change the cntent type name t anther ne, accrding t the cnditin that yu set up. Select a cntent type mapping yu previusly created frm the drp-dwn list, r click New Cntent Type Mapping frm the drp-dwn list. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: Make sure that the surce cntent type and the destinatin cntent type are the same. 17. Template Mapping Replaces site and list templates. By inputting r selecting a template ID, the surce template is changed t the destinatin template. Select a template mapping yu previusly created frm the drp-dwn list, r click New Template Mapping frm the drpdwn list. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. 18. User Mapping Maps a surce user t a target user. If the same user has a different username in Dmain A than in Dmain B, r if yu want t cpy an individual user s cntent, permissins, and metadata in Dmain A t anther user in Dmain B, the user s permissins and metadata will nt be lst when cntent is mved. Select a user mapping yu previusly created frm the 18

19 drp-dwn list, r click New User Mapping frm the drp-dwn list. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. 19. Dmain Mapping Maps a surce dmain t a destinatin dmain. The destinatin dmain name will be replaced by the cnfigured surce dmain name, and the user in the surce dmain will be mapped t the destinatin user with the same lgin name. Select a dmain mapping yu previusly created frm the drp-dwn list, r click New Dmain Mapping frm the drp-dwn list. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. 20. Language Mapping Displays the destinatin nde in a different language than surce nde after the plan has been executed. Select a language mapping yu previusly created frm the drp-dwn list, r click New Language Mapping frm the drp-dwn list. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. 21. List Name Mapping Changes the existing surce lists f the cpied r mved bjects t yur designated lists in the destinatin. Select a list name mapping yu previusly created frm the drp-dwn list, r click New List Name Mapping frm the drp-dwn list. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. 22. Backup Envirnment Befre Running Plan Select the Backup the destinatin envirnment checkbx if yu want t create a cpy f the destinatin nde prir t perfrming the cpy (allws yu t und the cpy). If yu chse t back up the destinatin envirnment befre perfrming a cpy, yu must designate a strage plicy. Select the Backup the destinatin envirnment checkbx. The Strage plicy drp-dwn list appears. Select a previusly cnfigured strage plicy frm the drp-dwn list r click New Strage Plicy t create a new ne. *Nte: Cntent Manager nly supprts the Backup type strage plicy fr the retentin rule. Fr mre infrmatin n strage plicies, see the DcAve 6 Cntrl Panel Reference Guide. 23. Cnflict Reslutin Chse Skip, Merge, r Replace frm the Cntainer level cnflict reslutin drp-dwn list. Select the Check lwer bjects checkbx if yu want t cnfigure cntent level cnflict reslutin, then chse Skip, Overwrite, Overwrite by Last Mdified Time, r Append frm the Cntent level cnflict reslutin drp-dwn list. Fr detailed infrmatin n hw Cntent Manager reslves cnflicts based n these cnfiguratins, see Appendix A: Cnflict Reslutin. 24. Apps Cnflict Reslutin Chse Skip, Update App Only, r Replace App and App Data frm the Apps cnflict reslutin drp-dwn list. Fr detailed infrmatin n hw Cntent Manager reslves apps cnflicts based n these cnfiguratins, see Apps Cnflict Reslutin. *Nte: Apps Cnflict Reslutin nly takes effect n the app instances. 25. Ntificatin Chse the type f ntificatin reprt and designate which DcAve user will receive an ntificatin reprt. Select a ntificatin prfile yu previusly created frm the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile, r click New Ntificatin Prfile frm the drp-dwn list. Fr infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. 19

20 In the Default Cpy Settings tab, click OK t save these cnfiguratins and return t the Hme tab f Cntent Manager, r click Cancel t return t the Hme tab f Cntent Manager withut saving any f yur changes. Perfrming a Simple Cpy T perfrm a simple cpy in Cntent Manager, select the nde yu want t cpy frm in the Surce pane, and select the nde yu want t cpy t in the Destinatin pane. Yu can use Advanced Search functinality in the surce and destinatin trees. Fr mre infrmatin, refer t Using Advanced Search in the Surce and Destinatin Trees. *Nte: Make sure that the surce nde and the destinatin nde are in the same versin f SharePint. If the site within SharePint 2013 is a site with 2010 experience versin, it can nly be cpied t the site with the same experience versin. *Nte: If the Recrd Declaratin Settings in the destinatin nde cnflict with the Recrd Declaratin Settings in the surce nde, by default the Recrd Declaratin Settings in the destinatin nde will be verwritten by the surce nde settings. Click Cpy n the ribbn, and then select Cpy frm the drp-dwn list. Yu will be brught t the Cpy tab. The Cpy tab prvides the fllwing tls: View Click View n the ribbn if yu want t review yur default cpy settings. Edit Click Edit n the ribbn t make changes t the cpy settings. Yu will be brught t the Edit Cpy Settings page. T cnfigure the settings, refer t Cnfiguring Default Cpy Settings. Preview Click Preview n the ribbn t see what the data tree f the destinatin nde will lk like after the cpy jb is run. The surce nde is marked by a prmpt message: Frm Surce. *Nte: This functin supprts Web applicatin, site cllectin, and site level bjects. Run Nw Click Run Nw n the ribbn t execute the cpy jb. Yur cpy jb will begin immediately, and yu will be brught back t the Hme tab f Cntent Manager. Cancel Click Cancel n the ribbn t clse the Cpy tab withut running the cpy jb. Mving Cntent The fllwing tw sectins explain hw t cnfigure Default Mve Settings and perfrm a simple mve f cntent. Use the Default Mve Settings feature t custmize a template fr yur mve settings. These settings will be applied t any new mve jbs yu create. Yu will be able t edit these settings befre running the mve jb. T cnfigure default mve settings, cmplete the fllwing steps: 20

21 1. In the Hme tab f the Cntent Manager interface, click Mve n the ribbn. 2. Select Default Mve Settings frm the drp-dwn menu. The Default Mve Settings tab appears. Alternatively, yu can als edit the cnfigured default mve settings t mdify the mve settings befre running a cpy jb. T d s, cmplete the fllwing steps: 1. In the Hme tab f the Cntent Manager interface, click Mve n the ribbn. 2. Select Mve frm the drp-dwn menu. The Mve tab appears. 3. Click Edit n the ribbn t edit the default cpy settings. The Edit Mve Settings interface appears. *Nte: Befre running a mve jb, yu can nly mdify the settings supprted by the selected surce and destinatin ndes in the Edit Mve Settings interface. Cnfiguring Default Mve Settings In the Default Mve Settings tab r the Edit Mve Settings interface under the Mve tab, make yur settings selectins in the fllwing fields: 1. Actin Select Attach t transfer the surce nde as a child nde underneath the destinatin nde, r select Merge t add the cntent, securities, and cnfiguratins f the surce nde t the destinatin nde. 2. Prmte Methd Chse t prmte nly the tp-level site t site cllectin r prmte all f the selected sites t site cllectins. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. *Nte: When yu select site cllectin level ndes as the surce, nly the Prmte all sites t site cllectins ptin is available. Select Merge as the Actin ptin. 3. Which managed path wuld yu like t use in the destinatin? Changes the managed path in destinatin. Select the Change the managed path in destinatin checkbx t cnfigure the managed path yu are abut t use in destinatin by entering the desired value in the Enter an existing Wildcard Inclusin Managed Path text bx. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. Select Merge as the Actin ptin. 21

22 4. Filter Plicy Select a filter plicy yu previusly created frm the drp-dwn list, r click New Filter Plicy frm the drp-dwn list. Filter plicies allw yu t select specific bjects r data within each SharePint level frm Web applicatin dwn t the item level. Fr infrmatin n creating a filter plicy, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy in SharePint Online, the Created By rule is nt supprted. Exceptins will be recrded in the jb reprt. 5. Cnfiguratin Chse whether r nt t migrate cnfiguratin t the destinatin: Select the Mve cnfiguratin checkbx t mve the prperties, descriptins, titles, settings, and features frm the surce nde t the destinatin nde. If yu want t keep the lk and feel f the surce site including the quick launch, tp link bar, tree view, site theme, and master page, and then select the Keep lk and feel checkbx. *Nte: This functin will nly take effect if the surce nde is a site, the destinatin nde is a tp-level site r a site cllectin, and if yu chse Merge as the actin in the Actin field. Leave the Mve cnfiguratin checkbx deselected if yu dn t want t migrate the cnfiguratin t the destinatin. Then, chse frm the fllwing ptins: Select Mve the item-dependent clumns and cntent types t maintain item integrity. Then, select a cnflict reslutin methd fr these items clumns and cntent types frm the drp-dwn list: D nt mve the clumns and cntent types, r the crrespnding items Ignres the cnflicting clumns, cntent types, and the crrespnding items, and d nthing n the surce and destinatin nde. Overwrite the clumns and cntent types Overwrites the destinatin clumns and cntent types with the surce nde. Append the clumns and cntent types t destinatin Keeps the destinatin clumns and cntent types when there is a cnflict. In additin, cpy the surce clumns and cntent types t the destinatin nde with a numerical suffix added (fr example, ClumnName_1, ClumnName_2, etc.). Select D nt mve the item-dependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin. The crrespnding items are nt mved t the destinatin. DcAve will reprt the items if the crrespnding clumn r cntent type is nt fund in the destinatin nde. 6. Security Select the Mve security checkbx t mve the user and/r grup permissins frm the surce nde t the destinatin nde, including SharePint permissin level and permissin inheritance f SharePint bjects. Select the Exclude user/grup withut permissin checkbx t nt cpy users and/r grups that have n permissins t the destinatin. The user/grup withut permissin refers t the user/grup that exists in the surce nde, but des nt have any permissin. Yu cannt view this kind f user/grup in the Peple and Grups > SiteName 22

23 Members page f a site, but yu can view it in the Peple and Grups > All Peple page. T g t the Peple and Grups > All Peple page, mdify MembershipGrupId=8 in the URL f the Peple and Grups > SiteName Members page t MembershipGrupId=0. Yu will be brught t the Peple and Grups > All Peple page. 7. Cntent Select the Mve cntent checkbx t mve cntent in libraries, flders, and items frm the surce nde t the destinatin nde. Additinally, select the Include list attachment t als mve attached cntent in lists frm the surce nde t the destinatin nde. 8. User Prfile Select the Mve user prfile checkbx t mve user prfiles frm the surce nde t the destinatin nde. 9. Wrkflw Select the Include wrkflw definitin checkbx t mve the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde, and/r select the Include wrkflw instance t mve the state, histry, and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. By default, the Include cmpleted instance checkbx is selected t cpy the cmpleted instance frm the surce nde t the destinatin nde. Yu can select Include running instance checkbx if yu want t cpy the currently running instance in the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Cancel wrkflws Cancel the cpied r mved running wrkflw in the destinatin nde after the Cntent Manager jbs. Restart wrkflws Restart the cpied r mved running wrkflw in the destinatin nde after the Cntent Manger jbs. *Nte: Cntent Manager des nt supprt the wrkflw instances assciated with the checkedut files. 10. Managed Metadata Service Setting Select the Cpy Managed Metadata Service checkbx if yu want t cpy the related managed metadata services frm the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Term Cpy terms that are used in the surce, their parent terms, the term sets where the used terms reside, and the names f the grups where the used terms reside t the destinatin. Term set Cpy the whle term sets where the used terms reside in the surce (regardless f whether r nt the terms in the term sets are used by the surce nde r nt) t the destinatin. Managed Metadata Service Cpy the whle Managed Metadata Services that are related t the surce nde t the destinatin. 11. Preserve the Null Clumn Values Select Yes t preserve the null values f item clumns (such as newly created clumns), r select N t replace null values with default values in the destinatin nde. 12. Flder Structure Management Chse whether r nt t cllapse the flder structure f the cpied r mved cntent. Select the Cllapse Flder Structure checkbx t enable this feature. Select the Add a clumn t display the surce flder name checkbx, and then enter a clumn name in the text bx t add a Single Line f Text clumn t display the surce flder name. 23

24 13. Data Cmpressin Select the Cmpressin checkbx if yu want t cmpress the data when it is mved. If yu chse t cmpress the data, use the slider t select the cmpressin rate. Fastest cmpressin rate results in a larger data set. Best cmpressin rate results in a smaller, better quality data set, but the cmpressin takes mre time t perfrm. *Nte: Smaller data sets take lnger t backup and recver. 14. Data Encryptin Select the Encryptin checkbx t encrypt the data. Then select the default security prfile r a previusly cnfigured security prfile frm the drp-dwn list t prtect yur backup data using the security keys generated by the specified encryptin methd, r click New Security Prfile t create a new ne. Fr details n creating a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Encrypted data takes lnger t backup and recver. 15. Clumn Mapping Maps surce clumns t the specified clumns in the destinatin, r change the clumn name t anther ne, accrding t the cnditin that yu set up. The specified surce clumns will be mapped accrding t the selected clumn type, and the clumn values will be mapped accrding t the added value mappings. Accrding t clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. Select a clumn mapping yu previusly created frm the drp-dwn list, r click New Clumn Mapping frm the drp-dwn list. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If yu select the clumn type Change t Lkup while setting up yur clumn mapping, make sure that the Lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. 16. Cntent Type Mapping Maps surce cntent types t the specified cntent types in destinatin, r change the cntent type name t anther ne, accrding t the cnditin that yu set up. Select a cntent type mapping yu previusly created frm the drp-dwn list, r click New Cntent Type Mapping frm the drp-dwn list. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: Make sure that the surce cntent type and the destinatin cntent type are the same. 17. Template Mapping Replaces site and list templates. By inputting r selecting a template ID, the surce template is changed t the destinatin template. Select a template mapping yu previusly created frm the drp-dwn list, r click New Template Mapping frm the drpdwn list. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. 18. User Mapping Maps a surce user t a target user. If the same user has a different username in Dmain A than in Dmain B, r if yu want t mve an individual user s cntent, permissins, and metadata in Dmain A t anther user in Dmain B, the user s permissins and metadata will nt be lst when cntent is mved. Select a user mapping yu previusly created frm the drp-dwn list, r click New User Mapping frm the drp-dwn list. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. 19. Dmain Mapping Maps a surce dmain t a destinatin dmain. The destinatin dmain name will be replaced by the cnfigured surce dmain name, and the user in the surce 24

25 dmain will be mapped t the destinatin user which has the same lgin name. Select a dmain mapping yu previusly created frm the drp-dwn list, r click New Dmain Mapping frm the drp-dwn list. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. 20. Language Mapping Displays the destinatin nde in a different language than surce nde after the plan has been executed. Select a language mapping yu previusly created frm the drp-dwn list, r click New Language Mapping frm the drp-dwn list. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. 21. List Name Mapping Changes the existing surce lists f the cpied r mved bjects t yur designated lists in the destinatin. Select a list name mapping yu previusly created frm the drp-dwn list, r click New List Name Mapping frm the drp-dwn list. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. 22. Surce Deletin Methd Select Manual t delete the surce cntent nce the mve jb is cmplete. T delete it manually, select the mve jb in Jb Mnitr, then click Delete n the ribbn and select Delete Cntent frm the drp-dwn list. Select Autmatic t have DcAve delete the surce cntent nce the mve jb is cmplete. 23. Delete Surce Checked Out Dcuments Select Yes t have DcAve delete the checked ut dcuments n the surce nde when surce cntent is deleted. By default, N is selected. 24. Backup Envirnment Befre Running Plan Select the Backup the surce envirnment checkbx if yu want t create a cpy f the surce nde prir t perfrming the mve (allws yu t und the mve). If yu chse t back up the surce and/r destinatin envirnment befre perfrming a cpy, yu must designate a strage plicy. Select a previusly cnfigured strage plicy r click New Strage Plicy t create a new ne. *Nte: Cntent Manager nly supprts the Backup type strage plicy fr retentin rule. Fr mre infrmatin n strage plicies, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: The surce nde is deleted as the secnd step in a mve jb. If Backup the surce envirnment is nt selected, yu will nt be able t restre the surce nde t its state prir t the Mve jb. 25. Cnflict Reslutin Chse Skip, Merge r Replace frm the Cntainer level cnflict reslutin drp-dwn list. Select the Check lwer bjects checkbx t cnfigure cntent level cnflict reslutin, then chse Skip, Overwrite, Overwrite by Last Mdified Time, r Append frm the Cntent level cnflict reslutin drp-dwn list. Fr detailed infrmatin n hw Cntent Manager reslves cnflicts based n these cnfiguratins, see Appendix A: Cnflict Reslutin. 26. Apps Cnflict Reslutin Chse Skip, Upgrade App Only, r Replace App and App Data frm the Apps cnflict reslutin drp-dwn list. Fr detailed infrmatin n hw Cntent Manager reslves apps cnflicts based n these cnfiguratins, refer t Apps Cnflict Reslutin. *Nte: Apps Cnflict Reslutin nly takes effect n the app instances. 27. Ntificatin Chse the type f ntificatin reprt and designate which DcAve user will receive an ntificatin reprt. Select a ntificatin prfile yu previusly created frm 25

26 the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile, r click New Ntificatin Prfile frm the drp-dwn list. Fr infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. 28. In the Default Mve Settings tab, click OK t save these cnfiguratins and return t the Hme tab f Cntent Manager, r click Cancel t return t the Hme tab f Cntent Manager withut saving any f yur changes. Perfrming a Simple Mve T perfrm a simple mve in Cntent Manager, select the nde yu want t mve frm in the Surce pane, and select the nde yu want t mve t in the Destinatin pane. Yu can use the Advanced Search functinality in the surce and destinatin trees. Fr mre infrmatin, refer t Using Advanced Search in the Surce and Destinatin Trees. *Nte: Make sure that the surce nde and the destinatin nde are in the same versin f SharePint. If the site within SharePint 2013 is a SharePint 2010 mde site, it can nly be mved t the same mde site. *Nte: If the Recrd Declaratin Settings in the destinatin nde cnflict with the Recrd Declaratin Settings in the surce nde, by default the Recrd Declaratin Settings in the destinatin nde will be verwritten by the surce nde settings. The recrds that have been blcked frm deletin in the surce nde will nt be deleted after the Mve jb. Click Mve n the ribbn, and then select Mve frm the drp-dwn list. Yu will be brught t the Mve tab. The Mve interface prvides the fllwing tls: View Click View n the ribbn t review yur mve settings. Edit Click Edit n the ribbn t make changes t the mve settings. Yu will be brught t the Edit Mve Settings page. T cnfigure the settings in the Edit Mve Settings interface, refer t Cnfiguring Default Mve Settings. Preview Click Preview n the ribbn t see what the data tree f the destinatin nde will lk like after the mve jb is run. The surce nde is marked by a prmpt message: Frm Surce. *Nte: The preview functin supprts Web applicatin, site cllectin, and site level bjects. Run Nw Click Run Nw n the ribbn t execute the mve jb. Yur mve jb will begin immediately, and yu will be brught back t the Hme tab f Cntent Manager. Click Cancel n the ribbn t clse the Mve tab withut running the Mve jb. 26

27 Creating Cntainers Use the Create Cntainer feature t create cntainers in SharePint withut leaving the DcAve interface. This feature allws yu t cntinue perfrming cntent management tasks withut having t create all f the necessary cntainers befre using Cntent Manager. *Nte: Create Cntainer can be used t create site cllectins, sites, lists, and flders in the SharePint n-premises envirnments and sites, lists, and flders in the SharePint Online envirnments. *Nte: If the destinatin farm is a FBA r ADFS farm, when manually creating a site cllectin, a pp-up windw will appear t let yu specify the administratr f the site cllectin yu are abut t create. T create a cntainer, enter the name f a new cntainer in the available field in the Destinatin pane, and then click Create Cntainer. The Create Cntainer interface appears. Cnfigure the settings fr each type f cntainer accrding t the fllwing sectins. *Nte: When creating a flder, n settings need t be cnfigured, and clicking Create Cntainer at the flder level will create a flder immediately. Creating a Site Cllectin Cnfigure these settings n the Create Cntainer interface: 1. Title and Descriptin Enter the Title f the new site cllectin, and a Descriptin fr future reference. 2. Web Site Address Displays the URL f the site cllectin yu are abut t create. 3. Template Selectin Select the desired language frm the Select a language drp-dwn list, and then select a site template fr this new site cllectin. Click n a tab t access the templates listed in that categry, r click n the Custm tab and select <Select Template Later > t nt chse a template upn creatin. 4. Primary Site Cllectin Administratr Enter the Username f the primary administratr fr this site cllectin. 5. Secndary Site Cllectin Administratr Enter the Username f the secndary administratr fr this site cllectin. 6. Quta Template Select the strage quta template t apply t this site cllectin. T add a new quta template, click the Manage Quta Templates link. The Manage Quta Templates interface appears. Cnfigure the fllwing settings: a. Template Name Edit an existing quta template r create a new template. Edit an existing template Select this radi buttn if yu want t edit an existing quta template. Yu can nly edit the Persnal Site here. Create a new quta template Select this radi buttn if yu want t create a new quta template. 27

28 Template t start frm Select [New Blank Template] r Persnal Site frm the drp-dwn list. New template name Enter a name fr the new template. b. Strage Limit Values Specify whether t limit the amunt f strage available n a site cllectin, and set the maximum amunt f strage and a warning level. When the warning level r maximum strage level is reached, an is sent t the site administratrs t infrm them f the issue. Limit site strage t a maximum f _MB Enter a psitive integer less than 1 terabyte in the text bx. Send warning when site cllectin strage reaches _MB Enter a psitive integer smaller than the entered maximum strage quta. c. Sandbxed Slutins with Cde Limits Specify whether sandbxed slutins with cde are allwed fr this site cllectin. When the warning level is reached, an is sent. When the maximum usage limit is reached, sandbxed slutins with cde are disabled fr the rest f the day and an is sent t the site administratr. Limit maximum usage per day t _pints Enter a psitive integer less than 1 millin in the text bx. Send warning when usage per day reaches _pints Enter a psitive integer less than r equal t the maximum usage. d. Click OK t save yur cnfiguratins and return t the Create Cntainer interface r click Cancel t return t the Create Cntainer interface withut saving any changes. 7. Cntent Database Select the cntent database fr this site cllectin. 8. Click OK t create the new site cllectin, r click Cancel t clse the Create Cntainer interface. Creating a Site Cnfigure these settings n the Create Cntainer interface: 1. Title and Descriptin Enter the Title f the new site, and a Descriptin fr future reference. 2. Web Site Address Displays the URL f the site yu are abut t create. 3. Template Selectin Select the desired language frm the Select a language drp-dwn list, and then select a site template fr this new site. Click n a tab t access the templates listed in that categry. 4. Permissins Select Use unique permissins t allw a unique set f users access t this new site, r select Use same permissins as parent site t allw the same users wh can access the parent site t access t this new site. 5. Navigatin Select the Yes r N radi buttn t determine whether r nt display this site n the Quick Launch and the tp link bar f the parent site. 28

29 6. Navigatin Inheritance Select the Yes r N radi buttn t determine whether r nt use the tp link bar frm the parent site. 7. Click OK t create the new site, r click Cancel t clse the Create Cntainer interface. Creating a List/Library Cnfigure these settings in the Create Cntainer interface: 1. Object Type Chse whether yu want t create a List r a Library. 2. Categry Select the type fr the new list r library frm the drp-dwn list. 3. Navigatin Select Yes r N t determine whether r nt t display this list r library n the Quick Launch. 4. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Using Advanced Search in the Surce and Destinatin Trees If wrking with a large SharePint envirnment, use Advanced Search in the destinatin tree t find the desired nde by cmpleting the fllwing steps: In the Surce r Destinatin pane, click the farm name t expand the data tree. Right-click a farm level nde, a Web applicatin level nde, the Lists virtual nde, the Sites virtual nde, r the Flders virtual nde. Select Advanced Search frm the drp-dwn menu. The Advanced Search interface appears. Custmize the filter rules and cnditins. a. Click Add a Criterin t add a new filter cnditin. b. If yu have multiple filter cnditins, click And r Or in the And/Or clumn t change the lgical relatinship amng the filter cnditins. c. Hver ver a previusly added filter cnditin. d. Click the delete ( ) buttn t delete the filter cnditin. Click Search t start the search, r click Cancel t exit the Advanced Search interface withut saving any cnfiguratins. 29

30 Building Plans In Cntent Manager, yu can create plans t cpy r mve cntent s that yu can repeat the prcess withut having t recnfigure all f the settings. Plans als allw yu the flexibility f perfrming the cpy r mve at a scheduled time. Yu can create plans in ne f the fllwing tw ways: Wizard Mde Fr users wh are nt familiar with creating Cntent Manager plans, Wizard Mde prvides step-by-step guidance when creating a plan. Frm Mde Fr mre advanced users, Frm Mde prvides mre flexibility in which settings yu cnfigure first. Building Plans Using Wizard Mde T create a plan using Wizard Mde, click Online Cntent Manager n the ribbn in the Hme tab t enter the nline mde. Then select the surce nde in the Surce pane, and select the destinatin nde in the Destinatin pane. *Nte: Make sure that the surce nde and the destinatin nde are in the same versin f SharePint. If the site within SharePint 2013 is a site with 2010 experience versin, it can nly be cpied r mved t the site with the same experience versin. Click Plan Builder n the ribbn, and then select Wizard Mde frm the drp-dwn menu. Yu will be brught t the Wizard Mde tab. T create yur plan, cmplete the fllwing steps: 1. Plan Name Enter the new Plan Name, and a Descriptin fr future reference. Click Next. 2. Methd Cnfigure the methd and actin fr this plan: a. Methd Select Cpy r Mve fr the type f jb yu want Cntent Manager t run when this plan is executed. If yu select Mve, yu may als cnfigure the fllwing settings: Surce Deletin Methd Select Manual t delete the surce cntent yurself nce the cpy/mve jb is cmplete (select the cpy/mve jb in Jb Mnitr, then click Delete n the ribbn and select Delete Cntent frm the drp-dwn list), r select Autmatic t have DcAve delete the surce cntent nce the cpy/mve jb is cmplete. Delete Surce Checked Out Dcuments By default, N is selected. Select Yes if yu want t have DcAve delete the checked ut dcuments n the surce nde when surce cntent is deleted. b. Actin Select Attach t transfer the surce nde as a child nde underneath the destinatin nde, r select Merge t add the cntent, securities, and cnfiguratins f the surce nde t the destinatin nde. T see what the data tree f the destinatin nde will lk like after the jb is executed, click Shw Preview. The surce nde is marked by a prmpt message: Frm Surce. 30

31 c. Prmte Methd Chse t prmte nly the tp-level site t site cllectin r prmte all f the selected sites t site cllectins. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. *Nte: When yu select site cllectin level ndes as the surce, nly the Prmte all sites t site cllectins ptin is available. Select Merge as the Actin ptin. d. Which managed path wuld yu like t use in the destinatin? Changes the managed path in destinatin. Select the Change the managed path in destinatin checkbx t cnfigure the managed path yu are abut t use in destinatin by entering the desired value in the Enter an existing Wildcard Inclusin Managed Path text bx. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. Select Merge as the Actin ptin. 3. When yu have finished cnfiguring the methd fr this plan, click Next. 4. Data Selectin Cnfigure the fllwing settings: a. Filter Plicy Select a filter plicy yu previusly created frm the drp-dwn list, r click New Filter Plicy frm the drp-dwn list. Filter plicies allw yu t select specific bjects r data within each SharePint level frm Web applicatin dwn t the item level. Fr infrmatin n creating a filter plicy, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy in SharePint Online, the Created By rule is nt supprted. Exceptins will be recrded in the jb reprt. b. Cnfiguratin Chse whether r nt t migrate cnfiguratin t the destinatin: Select the Cpy/Mve cnfiguratin checkbx t cpy/mve the prperties, descriptins, titles, settings, and features frm the surce nde t the destinatin nde. If yu want t keep the lk and feel f the surce site including the quick launch, tp link bar, tree view, site theme, and master page, and then select the Keep lk and feel checkbx. *Nte: This functin will nly take effect if the surce nde is a site, the destinatin nde is a tp-level site r a site cllectin, and if yu chse Merge as the actin in the Actin field. Leave the Cpy/Mve cnfiguratin checkbx deselected if yu dn t want t migrate cnfiguratin t the destinatin. Fr mre infrmatin n hw t 31

32 cnfigure the Cnfiguratin sectin, refer t Cnfiguring the Cnfiguratin Sectin. c. Security Select the Cpy/Mve security checkbx t cpy/mve the user and/r grup permissins frm the surce nde t the destinatin nde, including SharePint permissin level and permissin inheritance f SharePint bjects. Select the Exclude user/grup withut permissin checkbx t nt cpy r mve users and/r grups that have n permissins t the destinatin. The user/grup withut permissin refers t the user/grup that exists in the surce nde, but des nt have any permissin. Yu cannt view this kind f user/grup in the Peple and Grups > SiteName Members page f a site, but yu can view it in the Peple and Grups > All Peple page. T g t the Peple and Grups > All Peple page, mdify MembershipGrupId=8 in the URL f the Peple and Grups > SiteName Members page t MembershipGrupId=0. Yu will be brught t the Peple and Grups > All Peple page. d. Cntent Select the Cpy/Mve cntent checkbx t cpy/mve cntent in libraries, flders and items frm the surce nde t the destinatin nde. Select the Include list attachment t als cpy/mve attached cntent in lists frm the surce nde t the destinatin nde. e. User Prfile Select the Cpy/Mve user prfile checkbx if yu want t mve user prfiles frm the surce nde t the destinatin nde. *Nte: This sectin will nly appear if the surce nde level is equal t r higher than the site level because users are saved in the tp-level site. f. Wrkflw Select the Include wrkflw definitin checkbx t cpy/mve the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde, and/r select the Include wrkflw instance t cpy/mve the state, histry and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. By default, the Include cmpleted instance checkbx is selected t cpy the cmpleted instance frm the surce nde t the destinatin nde. Yu can select Include running instance checkbx if yu want t cpy the currently running instance in the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Cancel wrkflws Cancel the cpied r mved running wrkflws in the destinatin nde after the Cntent Manager jbs. Restart wrkflws Restart the cpied r mved running wrkflws in the destinatin nde after the Cntent Manger jbs. *Nte: Cntent Manager des nt supprt the wrkflw instances assciated with the checked-ut files. 32

33 g. Managed Metadata Service Setting Select the Cpy Managed Metadata Service checkbx if yu want t cpy the related managed metadata services frm the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Term Cpy terms that are used in the surce, their parent terms, the term sets where the used terms reside, and the names f the grups where the used terms reside t the destinatin. Term set Cpy the whle term sets where the used terms reside in the surce (regardless f whether r nt the terms in the term sets are used by the surce nde r nt) t the destinatin. Managed Metadata Service Cpy the whle Managed Metadata Services that are related t the surce nde t the destinatin. 5. When yu have finished cnfiguring the data selectin settings, click Next. 6. Schedule Cnfigure a schedule fr this plan: If yu selected Cpy in the Methd sectin, chse ne f the fllwing ptins: Select N Schedule t manually execute this plan. Select Start Time if yu want t have this plan be executed at a specified time. Select the date and time yu want this plan t be executed. If applicable, yu can change the time zne by clicking n the hyperlink t select a different time zne. If yu selected Mve in the Methd sectin, chse ne f the fllwing ptins: Select N Schedule t manually execute this plan. Select Cnfigure the schedule myself t specify the frequency t run this recurring schedule. Cnfigure the fllwing sectins: Start time Specify the time when this plan is executed. Interval Specify the interval fr this plan. N end date The Mve jbs will run n a cnfigured schedule until yu manually end it. End after ccurrences The Mve jbs will stp running after the number f times yu specify here. End by The Mve jbs will end n the date and time yu specify here. 7. When yu have finished cnfiguring the schedule, click Next. 8. Advanced Cnfigure the fllwing advanced settings: a. Preserve the Null Clumn Values Select Yes t preserve the null values f item clumns (such as newly created clumns), r select N t replace null values with default values in the destinatin nde. 33

34 b. Flder Structure Management Chse whether r nt t cllapse the flder structure f the cpied r mved cntent. Select the Cllapse Flder Structure checkbx t enable this feature. Then, select the Add a clumn t display the surce flder name checkbx and then enter a clumn name in the text bx t add a Single Line f Text clumn t display the surce flder name. c. Data Cmpressin Select the Cmpressin checkbx if yu want t cmpress the data when it is cpied. If yu chse t cmpress the data, use the slider t select the cmpressin rate. Fastest cmpressin rate results in a larger data set. Best cmpressin rate results in a smaller, better quality data set, but the cmpressin takes mre time t perfrm. *Nte: Smaller data sets take lnger t backup and recver. d. Data Encryptin Select the Encryptin checkbx if yu want t encrypt the data. Then select the default security prfile r a previusly cnfigured security prfile frm the drp-dwn list t prtect yur backup data using the security keys generated by the specified encryptin methd, r click New Security Prfile t create a new ne. Fr details n creating a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Encrypted data takes lnger t backup and recver. e. Clumn Mapping Maps surce clumns t the specified clumns in the destinatin, r change the clumn name t anther ne, accrding t the cnditin that yu set up. The specified surce clumns will be mapped accrding t the selected clumn type, and the clumn values will be mapped accrding t the added value mappings. Accrding t clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. Select a clumn mapping yu previusly created frm the drp-dwn list, r click New Clumn Mapping frm the drp-dwn list. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If yu select the clumn type Change t Lkup while setting up yur clumn mapping, make sure that the Lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. f. Cntent Type Mapping Maps surce cntent types t the specified cntent types in destinatin, r change the cntent type name t anther ne, accrding t the cnditin that yu set up. Select a cntent type mapping yu previusly created frm the drp-dwn list, r click New Cntent Type Mapping frm the drp-dwn list. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. 34

35 *Nte: Make sure that the surce cntent type and the destinatin cntent type are the same. g. Template Mapping Replaces site and list templates. By inputting r selecting a template ID, the surce template is changed t the destinatin template. Select a template mapping yu previusly created frm the drp-dwn list, r click New Template Mapping frm the drp-dwn list. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. h. User Mapping Replaces an existing surce nde username with an existing destinatin nde username r a default username in the destinatin, r add a place hlder accunt t keep user metadata even if the user n lnger exists. Select a user mapping yu previusly created frm the drp-dwn list, r click New User Mapping frm the drpdwn list. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. i. Dmain Mapping Maps a surce dmain t a destinatin dmain. The destinatin dmain name will be replaced by the cnfigured surce dmain name, and the user in the surce dmain will be mapped t the destinatin user which has the same lgin name. Select a dmain mapping yu previusly created frm the drp-dwn list, r click New Dmain Mapping frm the drp-dwn list. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. j. Language Mapping Chse if yu want t display destinatin nde in a different language than surce nde after the plan has been executed. Select a language mapping yu previusly created frm the drp-dwn list, r click New Language Mapping frm the drp-dwn list. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. k. List Name Mapping Chse if yu want t change the existing surce lists f the cpied r mved bjects t yur designated lists in the destinatin. Select a list name mapping yu previusly created frm the drp-dwn list, r click New List Name Mapping frm the drp-dwn list. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. l. Backup Envirnment Befre Running Plan Chse frm the fllwing cnfiguratins: Select the Backup the surce envirnment checkbx (fr mve jbs nly) t create a cpy f the surce nde prir t perfrming the mve. Select the Backup the destinatin envirnment checkbx t create a cpy f the destinatin nde prir t perfrming the cpy (allws yu t und the cpy). If yu chse t back up the destinatin envirnment befre perfrming a cpy, yu must designate a strage plicy. Select a previusly cnfigured strage plicy r click New Strage Plicy t create a new ne. 35

36 *Nte: Cntent Manager nly supprts the Backup type strage plicy fr retentin rule. Fr mre infrmatin n strage plicies, see the DcAve 6 Cntrl Panel Reference Guide. m. Cnflict Reslutin Chse Skip, Merge, r Replace frm the Cntainer level cnflict reslutin drp-dwn list. Select the Check lwer bjects checkbx if yu want t cnfigure cntent level cnflict reslutin, then chse Skip, Overwrite, Overwrite by Last Mdified Time, r Append frm the Cntent level cnflict reslutin drp-dwn list. Fr detailed infrmatin n hw Cntent Manager reslves cnflicts based n these cnfiguratins, see Appendix A: Cnflict Reslutin. n. Apps Cnflict Reslutin Chse Skip, Upgrade App Only, r Replace App and App Data frm the Apps cnflict reslutin drp-dwn list. This nly appears when the selected surce and destinatin ndes are in the SharePint 2013 envirnments. Fr detailed infrmatin n hw Cntent Manager reslves apps cnflicts based n these cnfiguratins, see Apps Cnflict Reslutin. *Nte: Apps Cnflict Reslutin nly takes effect n the app instances.. Ntificatin Chse the type f ntificatin reprt and designate which DcAve user will receive an ntificatin reprt. Select a ntificatin prfile yu previusly created frm the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile, r click New Ntificatin Prfile frm the drp-dwn list. Fr infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. p. Assciated Plan Grup Adds the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup yu previusly created frm the drpdwn list, r click New Plan Grup frm the drp-dwn list t create a new ne. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. 9. When yu have finished cnfiguring the advanced settings, click Next. 10. Overview Once yu have finished cnfiguring this plan, yu can review and edit the varius settings fr this plan. In the Settings tab f the Overview pane, click Edit in any sectin t make changes t the settings in that sectin. In the Preview tab, click Shw Preview t see what the data tree f the destinatin will lk like after the jb is run. The surce nde is marked by a prmpt message: Frm Surce. 11. After yu have reviewed all f the settings and scpes in the Overview pane, click Finish n the ribbn, and then select Finish frm the drp-dwn list t save the plan. T save the plan and execute it right away, click Finish n the ribbn, and then select Finish and Run Nw frm the drp-dwn list. 12. At any time, click Cancel n the ribbn t abandn the new plan s cnfiguratin and return t the Hme tab f Cntent Manager. 36

37 Cnfiguring the Cnfiguratin Sectin Refer t this sectin n hw t cnfigure the Cnfiguratin sectin. After deselecting the Cpy/Mve cnfiguratin checkbx, chse frm the fllwing ptins: Select Cpy/Mve the item-dependent clumns and cntent types t maintain item integrity. Then, select a cnflict reslutin methd fr these items clumns and cntent types frm the drp-dwn list: D nt cpy/mve the clumns and cntent types, r the crrespnding items Ignres the cnflicting clumns, cntent types, and the crrespnding items, and d nthing n the surce and destinatin nde. Overwrite the clumns and cntent types Overwrites the destinatin clumns and cntent types with the surce nde. Append the clumns and cntent types t destinatin Keeps the destinatin clumns and cntent types when there is a cnflict. In additin, cpy the surce clumns and cntent types t the destinatin nde with a numerical suffix added (fr example, ClumnName_1, ClumnName_2, etc.). Select D nt cpy/mve the item-dependent clumns r cntent types. The crrespnding items are nt cpied/mved t the destinatin. The jb reprt will shw items if the crrespnding clumn r cntent type is nt fund in the destinatin nde. Building Plans Using Frm Mde T create a plan using Frm Mde, click Online Cntent Manager n the ribbn in the Hme tab t enter the nline mde. Then select the surce nde in the Surce pane, and select the destinatin nde in the Destinatin pane. *Nte: Make sure that the surce nde and the destinatin nde are in the same versin f SharePint. If the site within SharePint 2013 is a SharePint 2010 mde site, it can nly be cpied r mved t the same mde site. Click Plan Builder n the ribbn, and then select Frm Mde frm the drp-dwn list. Yu will be brught t the Frm Mde tab. T create yur plan, cmplete the fllwing steps: 1. Plan Name Enter the new Plan Name, then enter a Descriptin fr future reference. Click Next. 2. Methd Select Cpy r Mve fr the type f jb yu want Cntent Manager t run when this plan is executed. If yu select Mve, yu may als cnfigure the fllwing settings: Surce Deletin Methd Select Manual t delete the surce cntent yurself nce the cpy/mve jb is cmplete (select the cpy/mve jb in Jb Mnitr, then click Delete n the ribbn and select Delete Cntent frm the drp-dwn list), r select Autmatic t have DcAve delete the surce cntent nce the cpy/mve jb is cmplete. 37

38 Delete Surce Checked Out Dcuments By default, N is selected. Select Yes if yu want t have DcAve delete the checked ut dcuments n the surce nde when surce cntent is deleted. 3. Actin Select Attach t transfer the surce nde as a child nde underneath the destinatin nde, r select Merge t add the cntent, securities, and cnfiguratins f the surce nde t the destinatin nde. T see what the data tree f the destinatin nde will lk like after the jb is executed, click Shw Preview. 4. Prmte Methd Chse t prmte nly the tp-level site t site cllectin r prmte all f the selected sites t site cllectins. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. *Nte: When yu select site cllectin level ndes as the surce, nly the Prmte all sites t site cllectins ptin is available. Select Merge as the Actin ptin. 5. Which managed path wuld yu like t use in the destinatin? Changes the managed path in destinatin. Select the Change the managed path in destinatin checkbx t cnfigure the managed path yu are abut t use in destinatin by entering the desired value in the Enter an existing Wildcard Inclusin Managed Path text bx. This sectin nly appears when satisfying all f the fllwing cnditins: Select site cllectin level r site level ndes in the surce tree and select the Web applicatin nde in the destinatin tree. Select Merge as the Actin ptin. 6. Backup Envirnment Befre Running Plan Cnfigure the fllwing cnfiguratins: Select the Backup the surce envirnment checkbx (fr mve jbs nly) t create a cpy f the surce nde prir t perfrming the mve. Select the Backup the destinatin envirnment checkbx t create a cpy f the destinatin nde prir t perfrming the cpy (allws yu t und the cpy). If yu chse t back up the destinatin envirnment befre perfrming a cpy, yu must designate a strage plicy. Select a previusly cnfigured strage plicy r click New Strage Plicy t create a new ne. *Nte: Cntent Manager nly supprts the Backup type strage plicy fr retentin rule. Fr mre infrmatin n strage plicies, see the DcAve 6 Cntrl Panel Reference Guide. 7. Schedule Cnfigure a schedule fr this plan: If yu selected Cpy in the Methd sectin, chse ne f the fllwing ptins: Select N Schedule t manually execute this plan. 38

39 Select Start Time if yu want t have this plan be executed at a specified time. Select the date and time yu want this plan t be executed. If applicable, yu may change the time zne by clicking n the hyperlink t select a different time zne. If yu selected Mve in the Methd sectin, chse ne f the fllwing ptins: Select N Schedule t manually execute this plan. Select Cnfigure the schedule myself t specify the frequency t run this recurring schedule. Cnfigure the fllwing settings: 8. Click Advanced t cnfigure mre ptins. Start time Specify the time when this plan is executed. Interval Specify the interval fr this plan. N end date The Mve jbs will run n a cnfigured schedule until yu manually end it. End after ccurrences The Mve jbs will stp running after the number f times yu specify here. End by The Mve jbs will end n the date and time yu specify here. 9. Filter Plicy Select a filter plicy yu previusly created frm the drp-dwn list, r click New Filter Plicy frm the drp-dwn list. Filter plicies allw yu t select specific bjects r data within each SharePint level frm web applicatin dwn t the item level. Fr infrmatin n creating a Filter Plicy, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy in SharePint Online, the Created By rule is nt supprted. Exceptins will be recrded in the jb reprt. 10. Cnfiguratin Chse whether r nt t migrate cnfiguratin t the destinatin: Select the Cpy/Mve cnfiguratin checkbx t cpy/mve the prperties, descriptins, titles, settings, and features frm the surce nde t the destinatin nde. If yu want t keep the lk and feel f the surce site including the quick launch, tp link bar, tree view, site theme, and master page. Then select the Keep lk and feel checkbx. *Nte: This functin will nly take effect if the surce nde is a site, the destinatin nde is a tp-level site r a site cllectin, and if yu chse Merge as the actin in step 1. Leave the Cpy/Mve cnfiguratin checkbx deselected if yu dn t want t migrate cnfiguratin t the destinatin. Then, chse frm the fllwing ptins: Select Cpy/Mve the item-dependent clumns and cntent types t maintain item integrity. Then, select a cnflict reslutin methd fr these items clumns and cntent types frm the drp-dwn list: 39

40 D nt cpy/mve the clumns and cntent types, r the crrespnding items Ignres the cnflicting clumns, cntent types, and the crrespnding items, and d nthing n the surce and destinatin nde. Overwrite the clumns and cntent types Overwrites the destinatin clumns and cntent types with the surce nde. Append the clumns and cntent types t destinatin Keeps the destinatin clumns and cntent types when there is a cnflict. In additin, cpy the surce clumns and cntent types t the destinatin nde with a numerical suffix added (fr example, ClumnName_1, ClumnName_2, etc.). Select D nt cpy/mve the item-dependent clumns r cntent types. The crrespnding items are nt cpied/mved t the destinatin. The jb reprt will shw items if the crrespnding clumn r cntent type is nt fund in the destinatin nde. 11. Security Select the Cpy/Mve security checkbx t cpy/mve the user and/r grup permissins frm the surce nde t the destinatin nde, including SharePint permissin level and permissin inheritance f SharePint bjects. Select the Exclude user/grup withut permissin checkbx t nt cpy r mve users and/r grups that have n permissins t the destinatin. The user/grup withut permissin refers t the user/grup that exists in the surce nde, but des nt have any permissin. Yu cannt view this kind f user/grup in the Peple and Grups > SiteName Members page f a site, but yu can view it in the Peple and Grups > All Peple page. T g t the Peple and Grups > All Peple page, mdify MembershipGrupId=8 in the URL f the Peple and Grups > SiteName Members page t MembershipGrupId=0. Yu will be brught t the Peple and Grups > All Peple page. 12. Cntent Select the Cpy/Mve cntent checkbx t cpy/mve cntent in libraries, flders and items frm the surce nde t the destinatin nde. Select the Include list attachment t als cpy/mve attached cntent in lists frm the surce nde t the destinatin nde. 13. User Prfile Select the Cpy/Mve user prfile checkbx if yu want t mve user prfiles frm the surce nde t the destinatin nde. *Nte: This sectin will nly appear if the surce nde level is equal t r higher than the site level because users are saved in the tp-level site. 14. Wrkflw Select the Include wrkflw definitin checkbx t cpy/mve the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde, and/r select the Include wrkflw instance t cpy/mve the state, histry and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. By default, the Include cmpleted instance checkbx is selected t cpy the cmpleted instance frm the surce nde t the destinatin nde. Yu can select Include running instance checkbx if yu want t cpy the currently running instance in the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Cancel wrkflws Cancel the cpied r mved running wrkflws in the destinatin nde after the Cntent Manager jbs. 40

41 Restart wrkflws Restart the cpied r mved running wrkflws in the destinatin nde after the Cntent Manger jbs. *Nte: Cntent Manager des nt supprt the wrkflw instances assciated with the checked-ut files. 15. Managed Metadata Service Setting Select the Cpy Managed Metadata Service checkbx if yu want t cpy the related managed metadata services frm the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Term Cpy terms that are used in the surce, their parent terms, the term sets where the used terms reside, and the names f the grups where the used terms reside t the destinatin. Term set Cpy the whle term sets where the used terms reside in the surce (regardless f whether r nt the terms in the term sets are used by the surce nde r nt) t the destinatin. Managed Metadata Service Cpy the whle Managed Metadata Services that are related t the surce nde t the destinatin. 16. Preserve the Null Clumn Values Select Yes t preserve the null values f item clumns (such as newly created clumns), r select N t replace null values with default values in the destinatin nde. 17. Flder Structure Management Chse whether r nt t cllapse the flder structure f the cpied r mved cntent. Select the Cllapse Flder Structure checkbx t enable this feature. Select the Add a clumn t display the surce flder name checkbx, and then enter a clumn name in the text bx t add a Single Line f Text clumn t display the surce flder name. 18. Data Cmpressin Select the Cmpressin checkbx if yu want t cmpress the data when it is cpied. If yu chse t cmpress the data, use the slider t select the cmpressin rate. Fastest cmpressin rate results in a larger data set. Best cmpressin rate results in a smaller, better quality data set, but the cmpressin takes mre time t perfrm. *Nte: Smaller data sets take lnger t backup and recver. 19. Data Encryptin Select the Encryptin checkbx if yu want t encrypt the data. Then select the default security prfile r a previusly cnfigured security prfile frm the drp-dwn list t prtect yur backup data using the security keys generated by the specified encryptin methd, r click New Security Prfile t create a new ne. Fr details n creating a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Encrypted data takes lnger t backup and recver. 20. Clumn Mapping Maps surce clumns t the specified clumns in the destinatin, r change the clumn name t anther ne, accrding t the cnditin that yu set up. The specified surce clumns will be mapped accrding t the selected clumn type, and the clumn values will be mapped accrding t the added value mappings. Accrding t clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. Select a clumn mapping yu previusly created 41

42 frm the drp-dwn list, r click New Clumn Mapping frm the drp-dwn list. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If yu select the clumn type Change t Lkup while setting up yur clumn mapping, make sure that the Lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. 21. Cntent Type Mapping Replaces surce cntent types with destinatin cntent types accrding t the cnditin that yu set up. Select a cntent type mapping yu previusly created frm the drp-dwn list, r click New Cntent Type Mapping frm the drp-dwn list. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: Make sure that the surce cntent type and the destinatin cntent type are the same. 22. Template Mapping Replaces site and list templates. By inputting r selecting a template ID, the surce template is changed t the destinatin template. Select a template mapping yu previusly created frm the drp-dwn list, r click New Template Mapping frm the drpdwn list. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. 23. User Mapping Maps a surce user t a target user. If the same user has a different username in Dmain A than in Dmain B, r if yu want t cpy r mve an individual user s cntent, permissins, and metadata in Dmain A t anther user in Dmain B, the user s permissins and metadata will nt be lst when cntent is mved. Select a user mapping yu previusly created frm the drp-dwn list, r click New User Mapping frm the drp-dwn list. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. 24. Dmain Mapping Maps a surce dmain t a destinatin dmain. The destinatin dmain name will be replaced by the cnfigured surce dmain name, and the user in the surce dmain will be mapped t the destinatin user which has the same lgin name. Select a dmain mapping yu previusly created frm the drp-dwn list, r click New Dmain Mapping frm the drp-dwn list. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. 25. Language Mapping Displays destinatin nde in a different language than surce nde after the plan has been executed. Select a language mapping yu previusly created frm the drpdwn list, r click New Language Mapping frm the drp-dwn list. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. 26. List Name Mapping Changes the existing surce lists f the cpied r mved bjects t yur designated lists in the destinatin. Select a list name mapping yu previusly created frm the drp-dwn list, r click New List Name Mapping frm the drp-dwn list. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. 27. Cnflict Reslutin Chse Skip, Merge, r Replace frm the Cntainer level cnflict reslutin drp-dwn list. Select the Check lwer bjects checkbx if yu want t cnfigure cntent level cnflict reslutin, then chse Skip, Overwrite, Overwrite by Last Mdified Time, r Append frm the Cntent level cnflict reslutin drp-dwn list. Fr detailed 42

43 infrmatin n hw Cntent Manager reslves cnflicts based n these cnfiguratins, see Appendix A: Cnflict Reslutin. 28. Apps Cnflict Reslutin Chse Skip, Upgrade App Only, r Replace App and App Data frm the Apps cnflict reslutin drp-dwn list. This field will nly appear when the selected surce and destinatin ndes are in the SharePint 2013 envirnments. Fr detailed infrmatin n hw Cntent Manager reslves apps cnflicts based n these cnfiguratins, see Apps Cnflict Reslutin. *Nte: Apps Cnflict Reslutin nly takes effect n the app instances. 29. Ntificatin Chse the type f ntificatin reprt and designate which DcAve user will receive an ntificatin reprt. Select a ntificatin prfile yu previusly created frm the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile, r click New Ntificatin Prfile frm the drp-dwn list. Fr infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. 30. Assciated Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup yu previusly created frm the drp-dwn list, r click New Plan Grup frm the drp-dwn list t create a new ne. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. 31. Click OK n the ribbn, and then select OK frm the drp-dwn list t save the plan. T save the plan and execute it right away, click OK n the ribbn, and then select OK and Run Nw frm the drp-dwn list. 32. At any time, click Cancel n the ribbn t abandn the new plan s cnfiguratin and return t the Hme tab f Cntent Manager. Managing Plans Cntent Manager allws yu t create plans fr cpy and mve jbs s that yu can repeat the jb withut having t recnfigure all f the settings. When a plan is created, it will appear in Plan Manager. T access Plan Manager, click the Plan Manager tab at the tp f the DcAve interface. In Plan Manager, yu will see a list f all f yur previusly created plans. Yu can custmize hw these plans are displayed in a number f different ways: Search Filters the plans displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the plan yu want t display. Yu can select t Search all pages r Search current page. *Nte: The search functin is nt case sensitive. Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Select the manage clumns ( ) buttn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver a clumn heading and then select the hide the clumn ( ) buttn t hide the clumn. 43

44 Filter the clumn ( ) Filter which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Hver ver a clumn heading in a clumn yu want t filter, and then select the filter the clumn ( ) buttn. Select the checkbx next t the item name t have that item shwn in the list. Yu may perfrm any f the fllwing actins n a selected plan: View Details T view detailed infrmatin f the selected plan: Select the plan by selecting the crrespnding checkbx, and then click View Details n the ribbn. The View Details interface appears. Alternatively, yu can als click the dwn arrw ( ) buttn in the Plan Name clumn, and then select View Details frm the drp-dwn menu. The View Details interface appears with the fllwing ptins: Click Edit n the ribbn t make changes t the plan s settings. The Edit tab appears. Click Surce & Destinatin n the ribbn t change the surce and destinatin ndes fr this plan, r click Settings n the ribbn, and then edit the plan s settings. Fr mre infrmatin n hw t edit the plan settings, refer t Building Plans Using Frm Mde. Click Save n the ribbn, and then select Save frm the drp-dwn list t save the plan. T save the plan and execute it right away, click Save n the ribbn, then select Save and Run Nw frm the drp-dwn list. T save a changed plan as a new ne, click Save n the ribbn, and then select Save As frm the drp-dwn list. Click Cancel n the ribbn at any time t return t the Plan Manager withut saving any f yur changes. Edit Edit the plan settings f the selected plan: Select the plan by selecting the crrespnding checkbx, and then click Edit n the ribbn. The Edit tab appears. Alternatively, yu can als click the dwn arrw ( ) buttn in the Plan Name clumn, and then select Edit frm the drp-dwn menu. The Edit tab appears. Click Surce & Destinatin n the ribbn, and then change the surce and destinatin ndes fr this plan, r click Settings n the ribbn, and then edit the plan s settings. Fr mre infrmatin n hw t edit the plan settings, refer t Building Plans Using Frm Mde. Click Save n the ribbn, and then select Save frm the drp-dwn list t save the plan. T save the plan and execute it right away, click Save n the ribbn, then select Save and Run Nw frm the drp-dwn list. T save a changed plan as a new ne, click Save n the ribbn, and then select Save As frm the drp-dwn list. 44

45 Click Cancel n the ribbn at any time t return t the Plan Manager withut saving any f yur changes. Delete Delete the selected plan: Select the plan by selecting the crrespnding checkbx, and then click Delete n the ribbn. A warning message will appear t cnfirm the deletin. Click OK t delete the selected plan, r click Cancel t return t Plan Manager withut deleting the selected plan. Alternatively, yu can als click the dwn arrw ( ) buttn in the Plan Name clumn, and then select Delete frm the drp-dwn menu. A warning message will appear t cnfirm the deletin. Click OK t delete the selected plan, r click Cancel t return t Plan Manager withut deleting the selected plan. Test Run Click Test Run n the ribbn t simulate the executin f the selected plan. Yu can see the results f the test run in Jb Mnitr. Fr mre infrmatin, see the DcAve 6 Jb Mnitr Reference Guide. Run Nw Click Run Nw n the ribbn t execute the plan immediately. Yu can see the review details abut the plan s executin in Jb Mnitr. Fr mre infrmatin, see the DcAve 6 Jb Mnitr Reference Guide. 45

46 Using Data Imprt and Data Exprt In cases where the desired surce and destinatin ndes cannt cmmunicate with each ther (fr example, if there is a firewall), Cntent Manager allws yu t exprt the cntent frm the surce nde t an exprt Lcatin, and then imprt it int the destinatin nde. Exprting Cntent T exprt cntent t an exprt lcatin, click Data Exprt n the ribbn in the Hme tab. Then select the desired surce nde in the Surce pane, and then click Exprt n the ribbn. The Destinatin pane will be replaced with the Exprt cnfiguratin interface. Cnfigure the fllwing settings t exprt cntent: 1. Plan Name Enter the new Plan Name, then enter a Descriptin fr future reference. 2. Exprt Lcatin Select an exprt lcatin yu previusly created in Cntrl Panel, r click New Exprt Lcatin t create a new ne. Fr infrmatin n creating exprt lcatins, see the DcAve 6 Cntrl Panel Reference Guide. 3. Schedule Cnfigure a schedule fr this plan by selecting ne f the fllwing ptins: Select N Schedule t manually execute this plan. Select Start Time if yu want t have this plan be executed at a specified time. Select the date and time yu want this plan t be executed. If applicable, yu may change the time zne by clicking n the hyperlink t select a different time zne. 4. Click Advanced t cnfigure additinal ptins. a. Filter Plicy Select a filter plicy yu previusly created frm the drp-dwn list, r click New Filter Plicy frm the drp-dwn list. Filter plicies allw yu t select specific bjects r data within each SharePint level frm Web applicatin dwn t the item level. Fr infrmatin n creating a filter plicy, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy in SharePint Online, the Created By rule is nt supprted. Exceptins will be recrded in the jb reprt. b. Cntent Select the Exprt cntent checkbx t exprt cntent in libraries, flders, and items frm the surce nde t the destinatin nde. Select the Include list attachment t als exprt attached cntent in lists frm the surce nde t the destinatin nde. c. User Prfile Select the Exprt user prfile checkbx t mve user prfiles frm the surce nde t the destinatin nde. *Nte: This sectin will nly appear if the surce nde level is equal t r higher than the site level because users are saved in the tp-level site. 46

47 d. Data Cmpressin Select the Cmpressin checkbx t cmpress the data when it is exprted. If yu chse t cmpress the data, use the slider t select the cmpressin rate. Faster cmpressin rates result in larger data sets. Best cmpressin rates result in smaller, better quality data sets, but the cmpressin takes mre time t perfrm. *Nte: Smaller data sets take lnger t backup and recver. e. Data Encryptin Select the Encryptin checkbx t encrypt the data. Then select the Default Security Prfile r a previusly cnfigured security prfile frm the drp-dwn list t prtect yur backup data using the security keys generated by the specified encryptin methd. Or click New Security Prfile t create a new ne. Fr details n creating a security prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Nte that encrypted data takes lnger t backup and recver. f. Wrkflw Select the Include wrkflw definitin checkbx t exprt the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Select the Include wrkflw instance checkbx t als exprt the state, histry, and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. *Nte: Cntent Manager des nt supprt the wrkflw instances assciated with the checked-ut files. g. Managed Metadata Service Setting Select the Cpy Managed Metadata Service checkbx if yu want t cpy the related managed metadata services frm the surce nde t the destinatin nde, and then select ne f the fllwing radi buttns: Term Cpy terms that are used in the surce, their parent terms, the term sets where the used terms reside, and the names f the grups where the used terms reside t the destinatin. Term set Cpy the whle term sets where the used terms reside in the surce (regardless f whether r nt the terms in the term sets are used by the surce nde r nt) t the destinatin. Managed Metadata Service Cpy the whle Managed Metadata Services that are related t the surce nde t the destinatin. h. Generate Metadata File Select the Generate Metadata File checkbx t generate Micrsft Excel files with metadata fr each library r list. The metadata files are stred in the exprt lcatin yu cnfigured. Yu can edit the metadata file t add, edit, r delete the metadata f items in batch. i. Ntificatin Chse the type f ntificatin reprt and designate which DcAve user will receive an ntificatin reprt. Select a ntificatin prfile yu previusly created frm the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile r click New Ntificatin Prfile frm the drp-dwn list. Fr 47

48 infrmatin n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. j. Assciated Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup yu previusly created frm the drpdwn list r click New Plan Grup frm the drp-dwn list t create a new ne. Fr infrmatin n creating a plan grup, refer t the DcAve 6 Cntrl Panel Reference Guide. 5. Click OK t save the exprt plan. T save the exprt plan and execute it right away, click OK, and then select OK and Run Nw. 6. Click Cancel at any time t abandn the new exprt plan s cnfiguratin and return t the Hme tab f Cntent Manager. Imprting Cntent T imprt cntent frm an exprt lcatin, click Data Imprt n the ribbn in the Hme tab. Then select the desired destinatin nde in the Destinatin pane. The Surce pane will be replaced with the Imprt cnfiguratin interface. T imprt cntent, cnfigure the fllwing settings: 1. Plan Name Enter the new Plan Name, then enter a Descriptin fr future reference. 2. Brwse In the Brwse tab, click n the exprt lcatin t expand its data tree. Select the exprted cntent. Click the Details tab t see what cntent are included. 3. Actin Select Attach t transfer the surce nde as a child nde underneath the destinatin nde, r select Merge t add the cntent, securities, and cnfiguratins f the surce nde t the destinatin nde. T see what the data tree f the destinatin nde will lk like after the jb is executed, click Shw Preview. 4. Schedule Cnfigure a schedule fr this plan by chsing ne f the fllwing ptins: Select N Schedule t manually execute this plan. Select Start Time if yu want t have this plan be executed at a specified time. Select the date and time yu want this plan t be executed. If applicable, yu may change the time zne by clicking n the hyperlink t select a different time zne. 5. Click Advanced t cnfigure further ptins. a. Cnflict Reslutin Chse Skip, Merge, r Replace frm the Cntainer level cnflict reslutin drp-dwn list. Select the Check lwer bjects checkbx if yu want t cnfigure cntent level cnflict reslutin, then chse Skip, Overwrite, Overwrite by Last Mdified Time, r Append frm the Cntent level cnflict reslutin drp-dwn list. Fr detailed infrmatin n hw Cntent Manager reslves cnflicts based n these cnfiguratins, see Appendix A: Cnflict Reslutin. b. Cnfiguratin If yu want t imprt the prperties, descriptins, titles, settings, and features frm the surce nde t the destinatin nde, select the Imprt cnfiguratin 48

49 checkbx. If yu d nt want t imprt the cnfiguratins, leave the checkbx deselected, and cnfigure the fllwing ptins: Select the Imprt the item-dependent clumns and cntent types t maintain item integrity radi buttn t imprt the item dependent clumns and cntent types t destinatin and chse ne f the fllwing ptins frm the Cnflict reslutin fr dependent items drp-dwn list: D nt cpy/mve the clumns and cntent types, r the crrespnding items Ignres the cnflicting clumns, cntent types, and the crrespnding items and d nthing n the surce and destinatin nde. Overwrite the clumns and cntent types Overwrites the destinatin clumns and cntent types with that f the surce nde. Append the clumns and cntent types t destinatin Keeps the destinatin clumns and cntent types when there is a cnflict. In additin, cpy the surce clumns and cntent types t the destinatin nde with a numerical suffix added (fr example, ClumnName1, ClumnName2, etc.). Select the D nt Imprt the item-dependent clumns r cntent types radi buttn t nt imprt item dependent clumns r cntent types t destinatin. The crrespnding items will nt be imprted t the destinatin. DcAve will reprt the items if the crrespnding clumn r cntent type is nt fund in the destinatin nde. c. Security Select the Imprt security checkbx t imprt the user and/r grup permissins frm the surce nde t the destinatin nde, including SharePint permissin level and permissin inheritance f SharePint bjects. Select the Exclude user/grup withut permissin checkbx t nt imprt users and/r grups that have n permissins t the destinatin. The user/grup withut permissin refers t the user/grup that exists in the surce nde, but des nt have any permissin. Yu cannt view this kind f user/grup in the Peple and Grups > SiteName Members page f a site, but yu can view it in the Peple and Grups > All Peple page. T g t the Peple and Grups > All Peple page, mdify MembershipGrupId=8 in the URL f the Peple and Grups > SiteName Members page t MembershipGrupId=0. Yu will be brught t the Peple and Grups > All Peple page. d. Managed Metadata Service Setting Select the Cpy Managed Metadata Service checkbx if yu want t cpy the related managed metadata services frm the surce nde t the destinatin nde, and then select Term set t cpy the whle term sets where the used terms reside in the surce (regardless f whether r nt the terms in the term sets are used by the surce nde r nt) t the destinatin. e. Preserve the Null Clumn Values Select Yes t preserve the null values f item clumns (such as newly created clumns), r select N t replace null values with default values in the destinatin nde. 49

50 f. Flder Structure Management Chse whether r nt t cllapse the flder structure f the cpied r mved cntent. Select the Cllapse Flder Structure checkbx t enable this feature, select the Add a clumn t display the surce flder name checkbx, and then enter a clumn name in the text bx t add a Single Line f Text clumn t display the surce flder name. g. Clumn Mapping Maps surce clumns t destinatin clumns by using a custmized clumn mapping r an existing metadata file which is generated in Exprt Lcatin. Chse Use Clumn Mapping and select a clumn mapping yu previusly created frm the drp-dwn list, r click New Clumn Mapping frm the drp-dwn list. Fr infrmatin n creating a clumn mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. T apply an existing metadata file in the Exprt Lcatin t this imprt jb, chse Use existing metadata file. *Nte: If yu chse t change a clumn t a Lkup clumn, make sure that the Lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. h. Cntent Type Mapping Maps surce cntent types t specified cntent types in destinatin, r change the cntent type name t anther ne, accrding t the cnditin that yu set up. Select a cntent type mapping yu previusly created frm the drp-dwn list, r click New Cntent Type Mapping frm the drp-dwn list. Fr infrmatin n creating a cntent type mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Make sure that the surce cntent type and the destinatin cntent type are the same. i. Template Mapping Replaces site templates and list templates. By inputting r selecting a template ID, the surce template is changed t the destinatin template. Select a template mapping yu previusly created frm the drp-dwn list, r click New Template Mapping frm the drp-dwn list. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. j. User Mapping Maps a surce user t a target user. If the same user has a different username in Dmain A than in Dmain B, r if yu want t mve an individual user s cntent, permissins, and metadata in Dmain A t anther user in Dmain B, the user s permissins and metadata will nt be lst when the cntent is mved. Select a user mapping yu previusly created frm the drp-dwn list, r click New User Mapping frm the drp-dwn list. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. k. Dmain Mapping Maps a surce dmain t a destinatin dmain. The destinatin dmain name will be replaced by the cnfigured surce dmain name, and the user in the surce dmain will be mapped t the destinatin user which has the same lgin 50

51 name. Select a dmain mapping yu previusly created frm the drp-dwn list, r click New Dmain Mapping frm the drp-dwn list. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. l. Language Mapping Displays the destinatin nde in a different language than surce nde after the plan has been executed. Select a language mapping yu previusly created frm the drp-dwn list, r click New Language Mapping frm the drp-dwn list. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. m. List Name Mapping Changes the existing surce lists f the cpied r mved bjects t yur designated lists in the destinatin. Select a list name mapping yu previusly created frm the drp-dwn list, r click New List Name Mapping frm the drp-dwn list. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. n. Backup Envirnment Befre Running Plan Select the Backup the destinatin envirnment checkbx t create a cpy f the destinatin nde prir t perfrming the cpy (allws yu t und the cpy). If yu chse t back up the destinatin envirnment befre perfrming a cpy, yu must designate a strage plicy. Select a previusly cnfigured strage plicy r click New Strage Plicy t create a new ne. *Nte: Cntent Manager nly supprts the Backup type strage plicy. Fr mre infrmatin n strage plicies, see the DcAve 6 Cntrl Panel Reference Guide.. Ntificatin Chse the type f ntificatin reprt and designate which DcAve user will receive an ntificatin reprt. Select a ntificatin prfile yu previusly created frm the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile r click New Ntificatin Prfile frm the drp-dwn list. Fr mre infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. p. Assciated Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup yu previusly created frm the drpdwn list r click New Plan Grup frm the drp-dwn list t create a new ne. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. 6. Click OK t save the exprt plan. T save the exprt plan and execute it right away, click OK, and then select OK and Run Nw. 7. Click Cancel at any time t abandn the new plan s cnfiguratin and return t the Hme tab f Cntent Manager. *Nte: Exprted Cntent Manager data can nly be imprted int SharePint thrugh the same versin f DcAve that was used t exprt the data. 51

52 Editing Metadata File Yu can edit the metadata file t add, edit, r delete metadata in batch. T edit the metadata file, cmplete the fllwing steps: 1. Open the flder Cntent Manager 2010 in the Exprt Lcatin, and then pen the flder named by Jb ID with a _001 suffix. 2. Inside that flder, pen the subflder that is named by GUID t see a list f Micrsft Excel files. Each library r list generates an Excel file. Clumns, items, and their crrespnding clumn values f a library r list are displayed in the Excel file. 3. Yu can add, edit, and delete the metadata file in the Excel file. *Nte: The clumn Cntent Type: = Cmputed and the crrespnding value are generated in default and cannt be edited. Add the metadata. Add a clumn, specify its clumn type, and set a value fr the item in the Excel file. The newly added clumn will be imprted t the destinatin default view. Fr example, add a new clumn next t the existing clumn n the first rw, enter Cmments: = Multiple lines f text and set the value f an item as It needs t be updated. Here Cmments is the clumn name, Multiple lines f text is the clumn type, and It needs t be updated is the crrespnding value fr the item. After the imprt jb, the clumn will be added t the destinatin default view and the clumn Cmments and the value will als be added as new metadata fr the item. Edit the metadata. Edit the clumn name and clumn type f an item, and mdify the crrespnding value in the Excel file. Fr example, in the Excel file, the clumn name, clumn type f an item is Name: = File and the crrespnding value is Dcument A. Yu can mdify the item name by mdifying the value Dcument A t Dcument B. After the imprt jb, the item name will be displayed as Dcument B in the destinatin. Delete the metadata. Delete the clumn name, clumn type f an item, and the crrespnding value in the Excel file. Fr example, in the Excel file, the clumn name and clumn type f an item is Title: = Single line f text and the crrespnding value is Custm List. If yu d nt want this clumn title r type and the value fr this item t be assciated with the item in the destinatin after being imprted, delete the clumn name, clumn type, and the crrespnding value frm the cells. 52

53 Advanced Settings Fr advanced users, Cntent Manager ffers these additinal settings that can be cnfigured and saved t apply t Cntent Manager plans: Mappings The available mappings fr Cntent Manager plan are: List Name Mapping allws yu t change the existing surce lists f the cpied r mved bjects t yur designated lists in the destinatin. Select a list name mapping yu previusly created frm the drp-dwn list, r click New List Name Mapping frm the drp-dwn list. Clumn Mapping is used t replace surce clumns with destinatin clumns. Accrding t clumn type, the surce and destinatin clumn type can be the same r different. The clumn can be changed t Managed Metadata r Lkup. Cntent Type Mapping allws yu t replace the surce cntent types with the destinatin cntent type accrding t the cnditin that yu set up. Template Mapping helps yu achieve replacing site template and list template. By inputting r selecting a template ID, the surce template is changed t the destinatin template. User Mapping is beneficial fr migrating grups f users frm ne dmain t anther (fr example, if a cmpany is acquired by anther) and fr migrating an individual user s cntent and permissins t anther user. Dmain mapping is used t replace a surce dmain name with a dmain name in the destinatin. The user in the surce grup will be mapped t the destinatin user with the same name. Language Mapping allws yu t set a different language fr the destinatin than the language used in the surce. By creating a language mapping rule, any plans using the rule can repeat the prcess withut having t manually re-enter the settings. Exprt Lcatin allws yu t cnfigure lcatins n external system strage where want Cntent Manager t exprt the data. By cnfiguring external system strage, yu can als exprt design elements t the file system. This feature is useful in cases where tw farms are unable t cmmunicate with each ther. Yu can use exprt lcatins t perfrm ffline deplyments t deply frm an external device. Strage Plicy allws yu t specify which lgical device t use when string cntent r when perfrming imprts and exprts fr ffline deplyment. *Nte: Cntent Manager nly supprts the Backup type strage plicy. Filter Plicy allws yu t set up filter rules s yu can cntrl what bjects and data within any SharePint level appear s that yu can target cntent t migrate mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different plans withut having t recreate them each time. 53

54 While these settings can be accessed in Cntent Manager, they are cnfigured in the Cntrl Panel. Fr mre detailed infrmatin abut these settings, refer t the DcAve 6 Cntrl Panel Reference Guide. 54

55 Cntent Manager fr SharePint Online Cntent Manager allws yu t cpy/mve cntent frm Micrsft SharePint 2010/SharePint 2013 t SharePint Online. T perfrm this functin prperly, yu must cnfigure yur SharePint sites in Cntrl Panel. Fr mre detailed infrmatin abut this cnfiguratin, see the Registered SharePint Sites sectin in the DcAve 6 Cntrl Panel Reference Guide. Befre using Cntent Manager fr SharePint Online, make sure yu have purchased the crrespnding Cntent Manager fr SharePint Online licenses. Fr details abut hw t perfrm a simple cpy, run a simple mve, perfrm a data exprt, perfrm a data imprt, r build a plan, refer t Cpying Cntent, Mving Cntent, Exprting Cntent, Imprting Cntent, and Building Plans. *Nte: Certain settings are different when the destinatin nde is in a SharePint Online envirnment. T review supprted settings fr SharePint Online, refer t Errr! Reference surce nt fund.. *Nte: Cntent Manager fr SharePint Online nly supprts the Create Cntainer functin fr site, list, and flder levels in a SharePint Online destinatin nde. *Nte: If given the crrespnding permissins, users in the Tenant grups can view and mdify a DcAve plan, prfile, r jb created by the ther users that are als in this grup. Fr detailed infrmatin n the permissin cntrl f the users in the Tenant grups, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: When selecting the surce nde and the destinatin nde t perfrm a Cntent Manager jb, make sure that the surce nde and the destinatin nde are in the same versin f SharePint. Hwever, the Cntent Manager fr SharePint Online supprts t cpy r mve the cntents frm a SharePint 2013 site with SharePint 2010 experience versin t a SharePint 2013 site. Fr mre infrmatin, refer t the Appendix H: The and Unsupprted Methds t Cpy r Mve Sites f Different SharePint Experience Versins. *Nte: Cntent Manager fr SharePint Online supprts cpying r mving the Apps fr SharePint. Hwever, there are sme limitatins fr the apps that are nt added frm the SharePint App Stre: Because f the Client API limitatin, DcAve cannt btain the app stream stred in the Micrsft server database. Therefre, DcAve cannt autmatically create an app definitin in the destinatin App Catalg Site Cllectin. When backing up the app definitin, DcAve cannt back up all f the app definitin's installatin cmpnents. Instead, DcAve btains and backs up sme prperties, such as the Prduct ID, and Prduct Versin. An app definitin that is the same as the surce must exist in the destinatin App Catalg Site Cllectin s DcAve can restre the surce app and AppData nrmally. 55

56 Make sure that the user used t register all f the site cllectins under the My Registered Sites nde in the tree has Read, r abve permissin t the Apps fr SharePint library in the App Catalg Site Cllectin. Otherwise, DcAve cannt lad the Apps nde in the tree. *Nte: Yu can use the DcAve Agent that cannt cnnect t the internet t run a Cntent Manager jb using SharePint Online ndes. T d s, yu must cnfigure the Agent Prxy Settings in Cntrl Panel. Fr mre infrmatin, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Cntent Manager fr SharePint Online supprts cpying r mving the SharePint 2013 Wrkflw platfrm. Hwever, nly the list level wrkflws are currently supprted. DcAve des nt supprt reusable wrkflw template. 56

57 DcAve Cntent Manager Use Case The fllwing use case demnstrates the use f features described in this guide in a real-wrld situatin. This use case is intended t give the user a sense f when t use certain features f Cntent Manager, and hw Cntent Manager wrks with ther DcAve prducts t create a better user experience verall. Restructuring SharePint Envirnments Bb is the head f an IT department fr a medium-sized cmpany that uses Micrsft SharePint as their main cllabratin platfrm. Over time, the rganizatin has grwn, and new verticals and departments have been created t accmmdate the additinal business activities. With the grwth, new sites and pages were created n SharePint t allw these departments t have their wn space fr structuring cntent, prjects, and wrkflws. Bb knew that while ad hc sites and pages were sufficient slutins when the departments were first added, their SharePint envirnment wuld becme disrganized ver time, making cntent hard t find. As this prblem became mre apparent, Bb met with the cmpany's management t plan ut hw t restructure their SharePint envirnment t make it mre efficient t use. Once Bb had planned ut the new structure fr their SharePint envirnment, he launched DcAve Cntent Manager t create plans fr mving and cpying site cllectins, sites, pages, lists, libraries, and items. When creating these plans, Bb als made sure t cnfigure the schedule s that the jbs ran after business hurs s he culd minimize disruptin t daily business prcesses withut having t wrk vernight. Once the restructuring was cmplete, Bb perfrmed admin searches using DcAve Administratr fr SharePint t make sure all f the permissins fr the new envirnment were crrect. 57

58 Appendix A: Cnflict Reslutin Cntainer Level Cnflict Reslutin Reslutin Object Cnflict N Cnflict Skip Cnfiguratin Ignre the cnflicting cnfiguratin and d nthing n the surce and destinatin. A new SharePint bject will be created. Security Ignre the cnflicting security and d nthing n the surce and destinatin. Merge Cnfiguratin Overwrite the settings in the destinatin nde with settings frm the surce nde. Security Surce permissins that d nt already exist in the destinatin nde will be added t the destinatin nde. Permissin levels frm the surce nde will replace thse in the destinatin nde. Replace Cnfiguratin Site cllectin level, site level, r flder level Cntent, cnfiguratins, and securities f the destinatin nde will be verwritten with thse in the surce nde. Rt site level, list/library level, r rt flder level All bjects under the cnflicting cntainer will be deleted and replaced with surce cntent, cnfiguratins, and securities. *Nte: Rt site level and sub-site level are regarded as the same level. That is, if the cnflict exists at the rt site level, the sub-site will nt be deleted. Security Cnflicting securities n the destinatin nde will be verwritten with that f the surce nde. A new SharePint bject will be created. A new SharePint bject will be created. A new SharePint bject will be created. A new SharePint bject will be created. A new SharePint bject will be created. 58

59 Cntent Level Cnflict Reslutin Reslutin Object Cnflict N Cnflict Skip Cntent Ignre the cnflicting cntent and d A new SharePint nthing n surce and destinatin. bject will be Overwrite Cntent Delete the cnflicting cntent n destinatin first and verwrite it with the surce cntent. Overwrite by Last Mdified Time Cntent If the last mdified time f surce cnflicting cntent is later than that f destinatin ne, it will verwrite the destinatin cntent by surce ne; therwise, d nthing n the surce and destinatin nde. created. A new SharePint bject will be created. A new SharePint bject will be created. Append Cntent The cnflicting cntent will nt be deleted; and the cnflicting data will be transferred t the destinatin by adding a suffix (_1, _2,, increasing in numerical value). A new SharePint bject will be created. Apps Cnflict Reslutin Reslutin Object Cnflict N Cnflict Skip App Ignre the cnflicting app instance and d nthing n surce and destinatin. AppData Ignre the cnflicting AppData and d nthing n surce and destinatin. Update App Only App The latest versin app instance will be kept in the destinatin. The surce app instance is created in the destinatin. The surce AppData is created in the destinatin. The surce app instance is created in the destinatin. 59

60 Reslutin Object Cnflict N Cnflict AppData Ignre the cnflicting AppData and d nthing n surce and destinatin. *Nte: This will cause the versin f the app and that f the AppData t nt be the same versin in the destinatin after the Cntent Manager jb. The app may nt wrk well. Replace App and App Data App AppData The destinatin app instance is deleted while the surce app is created in the destinatin. The destinatin AppData is deleted while the surce AppData is created in the destinatin. The surce AppData is created in the destinatin. The surce app instance is created in the destinatin. The surce AppData is created in the destinatin. 60

61 Appendix B: Online and Offline Cntent Manager Settings fr SharePint On-Premises Refer t the fllwing sectins fr mre infrmatin. Online Cntent Manager Settings The fllwing table identifies the supprted settings fr cpy and mve jbs using SharePint npremises ndes. *Nte: The ptins that nly exist fr mves have been marked as (Mve Only). The ptins that nly exist fr Merge have been marked as (Merge Only). Online Settings Attach Actin Merge Preview Prmte Methd Prmte tp-level site t site cllectin (Merge Only) Prmte all sites t site cllectins Which managed path wuld yu like t use in the destinatin? (Merge Only) Filter Plicy Select Surce Cmpnents Wrkflw Managed Metadata Service Setting Cnfiguratin Cpy/Mve cnfiguratin Deselect Cpy/Mve cnfiguratin Cpy/Mve the item dependent clumns and cntent types t maintain item integrity Keep lk and feel D nt cpy/mve the clumns and cntent types, r the crrespnding items Overwrite the clumns and cntent types Append the clumns and cntent types t destinatin D nt cpy/mve the item dependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin. Security Exclude user/grup withut permissin Cntent Include list attachment User Prfile Include wrkflw definitin Include cmpleted instance Include wrkflw instance Cancel wrkflws Include running instance Restart wrkflws Term Term set Cpy Managed Metadata Service Managed Metadata Service 61

62 Preserve the Null Clumn Values Flder Structure Management Data Cmpressin Data Encryptin Clumn Mapping Cntent Type Mapping Template Mapping Dmain Mapping User Mapping Language Mapping List Name Mapping Surce Deletin Methd (Mve Only) Online Settings Manual Autmatic Delete Surce Checked Out Dcuments (Mve Only) Backup Envirnment Befre Running Plan Cnflict Reslutin Apps Cnflict Reslutin Ntificatin Assciated Plan Grup Backup the surce envirnment (Mve Only) Backup the destinatin envirnment Skip Cntainer level Merge cnflict reslutin Replace Check lwer bjects Cntent level cnflict reslutin Skip Update App Only Replace App and AppData Offline Cntent Manager Settings Skip Overwrite Overwrite by Last Mdified Time Append The fllwing table identifies the supprted settings fr cpy jbs perfrmed fr Data Exprt and Data Imprt. Exprt Settings Refer t the fllwing table fr mre infrmatin. Exprt Settings Supprt Status Cmment Filter Plicy Select Surce Cmpnents Cntent Include list attachment User Prfile Data Cmpressin Data Encryptin 62

63 Exprt Settings Supprt Status Cmment Wrkflw Include wrkflw definitin Include wrkflw instance Term Managed Metadata Service Setting Term set Managed Metadata Service Generate Metadata File Ntificatin Assciated Plan Grup Imprt Settings Refer t the fllwing table fr mre infrmatin. Actin Cnflict Reslutin Apps Cnflict Reslutin Select Surce Cmpnent s Imprt Settings Attach Merge Preview Cntainer level Skip cnflict Merge reslutin Replace Check lwer bjects Skip Cntent level Overwrite cnflict Overwrite by Last Mdified Time reslutin Append Skip Update App Only Replace App and AppData Cnfigurati n Imprt cnfiguratin Deselect Imprt cnfiguratin Imprt the itemdependen t clumns and cntent types t maintain item integrity Cnflict reslutin fr D nt cpy/mve the clumns and cntent types, r the crrespndin g items Overwrite the clumns and cntent types Append the clumns and cntent types Supprt Status Partially Partially Partially Cmment Unsuppr ted fr SharePin t

64 Imprt Settings dependen t t items: destinatin D nt imprt the itemdependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin Supprt Status Cmment Wrkflw Managed Metadata Service Setting Imprt Exclude user/grup Security security withut permissin Include wrkflw definitin Include cmpleted instance Include Cancel the wrkflw Include wrkflw running instance instanc Restart the wrkflw e Term Cpy Managed Term set Metadata Service Managed Metadata Service Preserve the Null Clumn Values Flder Structure Management Clumn Using Clumn Mapping Mapping Use existing metadata file Cntent Type Mapping Template Mapping Dmain Mapping User Mapping Language Mapping List Name Mapping Backup Envirnmen t Befre Backup the destinatin envirnment Running Plan Ntificatin Assciated Plan Grup 64

65 Appendix C: and Unsupprted Cntent Manager Settings fr SharePint Online Refer t the fllwing sectins fr mre infrmatin. Online Cntent Manager Settings The fllwing table identifies the supprted and unsupprted Cntent Manager settings fr SharePint Online envirnments fr cpy and mve jbs. *Nte: Optins that nly exist in Mve have been marked as (Mve Only). Actin Surce Deletin Methd (Mve Only) Attach Merge Preview Manual Autmatic Functinality Name Delete Surce Checked Out Dcuments (Mve Only) Filter Plicy Cpy/Mve cnfiguratin Select Surce Cmpnents Cnfiguratin Deselect Cpy/Mve cnfiguratin Cpy/Mve the itemdependent clumns and cntent types t maintain item integrity Keep lk and feel D nt cpy/mve the clumns and cntent types, r the crrespnding items Overwrite the clumns and cntent types Append the clumns and cntent types t destinatin Supprt Status Partially Partially Cmment D nt supprt this setting when the surce cntent type des nt have parent cntent type. D nt supprt this setting when the surce cntent type des nt have parent cntent type. 65

66 Schedule Wrkflw Managed Metadata Service Setting Security Functinality Name D nt cpy/mve the itemdependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin. Cpy/Mve security Exclude user/grup withut permissin Supprt Status Partially Cntent Include list attachment User Prfile N schedule Start time Start time Interval: Days Cnfigure the schedule myself N end date (Mve Only) End after ccurrences End by Include wrkflw definitin Include wrkflw instance Cpy Managed Metadata Service Preserve the Null Clumn Values Flder Structure Management Data Cmpressin Data Encryptin Clumn Mapping Cntent Type Mapping Template Mapping 66 Include cmpleted instance Include Cancel wrkflws running instance Restart wrkflws Term Term set Managed Metadata Service Unsupprted Unsupprted Unsupprted Partially Partially Partially Cmment D nt supprt this setting when the surce nde is frm My Registered Sites. Unsupprted when the surce and destinatin ndes are frm SharePint 2010.

67 Functinality Name Nrmal User Mapping User Add a default destinatin user Mapping Add a place hlder accunt t keep metadata even if the user n lnger exists Dmain Mapping Language Mapping List Name Mapping Backup the surce envirnment (Mve Only) Backup the destinatin envirnment Backup Envirnment Befre Running Plan Cnflict Reslutin Apps Cnflict Reslutin Rllback Skip Cntainer Merge Level Replace Check lwer bjects Skip Overwrite Cntent Level Overwrite by Last Mdified Time Append Skip Update App Only Replace App and AppData Supprt Status Unsupprted Partially Unsupprted Partially Partially Partially Cmment Fr the site cllectin nde, Cntent Manager will empty the site cllectin instead f deleting it when rlling back in the Replace way. Unsupprted when running a Cntent Manager jb frm the SharePint Online nde t a SharePint npremises nde. Ntificatin Assciated Plan Grup 67

68 Functinality Name Supprt Status Cmment Create Cntainer Partially Unsupprted fr site cllectin. Offline Cntent Manager Settings The fllwing table identifies the supprted settings fr cpy jbs perfrmed fr Data Exprt and Data Imprt. Exprt Settings Refer t the fllwing table fr mre infrmatin. Filter Plicy Select Surce Cmpnents Data Cmpressin Data Encryptin Wrkflw Managed Metadata Service Setting Generate Metadata File Ntificatin Assciated Plan Grup Imprt Settings Exprt Settings Cntent User Prfile Include wrkflw definitin Include wrkflw instance Term Term set Refer t the fllwing table fr mre infrmatin. Include list attachment Managed Metadata Service Supprt Status Unsupprted Partially Partially Partially Cmment Unsupprted when the surce and destinatin ndes are frm SharePint Imprt Settings Supprt Status Actin Attach Cmment 68

69 Cnflict Reslutin Apps Cnflict Reslutin Select Surce Cmpnents Imprt Settings Merge Preview Cntainer level Skip cnflict Merge reslutin Replace Check lwer bjects Skip Cntent level Overwrite cnflict Overwrite by Last Mdified Time reslutin Append Skip Update App Only Replace App and AppData Cnfiguratin Imprt cnfiguratin Deselect Imprt cnfiguratin Imprt the itemdependent clumns and cntent types t maintain item integrity Cnflict reslutin fr dependent items: D nt cpy/mve the clumns and cntent types, r the crrespnding items Overwrite the clumns and cntent types Append the clumns and cntent types t destinatin D nt imprt the itemdependent clumns r cntent types. Reprt the items if the crrespnding clumn r cntent type is nt fund in destinatin Supprt Status Unsupprted Partially Partially Partially Partially Partially Cmment Unsupprted fr SharePint 2010 D nt supprt this setting when the surce cntent type des nt have parent cntent type. D nt supprt this setting when the surce cntent type des nt have parent cntent type. 69

70 Wrkflw Managed Metadata Service Setting Security Imprt Settings Imprt security Exclude user/grup withut permissin Include wrkflw definitin Include cmpleted instance Include wrkflw Include Cancel the wrkflw instance running Restart the wrkflw instance Cpy Managed Metadata Service Preserve the Null Clumn Values Flder Structure Management Clumn Using Clumn Mapping Mapping Use existing metadata file Cntent Type Mapping Template Mapping Dmain Mapping User Mapping Language Mapping Term Term set List Name Mapping Backup Envirnment Befre Backup the destinatin envirnment Running Plan Ntificatin Managed Metadata Service Supprt Status Partially Unsupprted Unsupprted Unsupprted Partially Partially Partially Partially Cmment D nt supprt this setting when the surce nde is frm My Registered Sites. Unsupprted when the surce and destinatin ndes are frm SharePint Keeping user's metadata is nt supprted fr SharePint Online. 70

71 Assciated Plan Grup Imprt Settings Supprt Status Cmment 71

72 Appendix D: and Unsupprted Elements fr Cntent Manager The fllwing table lists the currently supprted and unsupprted elements fr Cntent Manager. Surce Type Status Cmment Libraries Dcument Library Frm Library Wiki Page Library Picture Library Translatin Management Library Data Cnnectin Library Slide Library Reprt Library Asset Library DcAve Cntent Library DcAve Media Library Cmmunicatins List Annuncements Cntacts Discussin Bard Tracking Lists Links Calendar Tasks Prject Tasks Issue Tracking Survey Custm Lists Custm List Custm List in Datasheet View Language and Translatrs KPI Lists (in SharePint 2010) Status Lists (in SharePint Unsupprted 2013) Imprt Spreadsheet Web Pages Basic Page Web Part Page sites and Wrkspaces Wrkflw *Nte: Cntent Manager des nt supprt the wrkflw instances assciated SharePint 2010 Wrkflw Platfrm Partially SharePint 2013 Wrkflw Platfrm Partially Only supprt the wrkflw definitin fr SharePint Online. Only supprt wrkflw definitin fr bth SharePint 72

73 Surce Type Status Cmment with the checked-ut files. n-premises and SharePint Online. SharePint Designer 2010 Wrkflw Partially Only supprt the wrkflw definitin fr SharePint Online. SharePint Designer 2013 Wrkflw Nintex 2010 Wrkflw Nintex 2013 Wrkflw Partially Partially Partially Only supprt the wrkflw definitin fr SharePint Online. Unsupprted fr SharePint Online. Unsupprted fr SharePint Online. RSS Alerts Visual Studi 2010 Wrkflw Visual Studi 2012 Wrkflw Visi Wrkflw Azure Wrkflw Unsupprted Unsupprted Unsupprted Unsupprted Partially Metadata Single line f text Multiple lines f text Chice (menu t chse frm) Number Currency Date and Time Lk up Yes/N Persn r Grup Hyperlink r Picture Calculated Business Data Managed Metadata Partially Security & Prperties Versin Settings Clumn Settings Permissins Unsupprted when the surce ndes are frm My Registered Sites. Unsupprted fr the SharePint 2010 n-premises nde frm My Registered Sites. 73

74 Surce Type Status Cmment Versin Histries Dcuments Lists Apps fr SharePint SharePint-hsted Apps Prvider-hsted Apps Partially Unsupprted fr SharePint n-premises. Aut-hsted Apps Partially Unsupprted fr SharePint n-premises. User Prfile Clleagues Back up Restre Membership Back up Partially Unsupprted fr SharePint Online Restre Partially Unsupprted fr SharePint Online Organizatin Back up Partially Unsupprted fr SharePint Online Restre Partially Unsupprted fr SharePint Online Tags/Cmments Back up Partially Restre Unsupprted Quick Links Back up Partially Unsupprted fr SharePint Online Unsupprted fr SharePint Online Restre Partially Unsupprted fr SharePint Online Other basic prperties Custmized prperties Back up Restre Back up Partially Partially Fr SharePint Online sites, prperties can nly be restred when Allw User t edit values fr this prperty is set t Yes. Unsupprted fr SharePint Online Restre Partially Unsupprted fr SharePint Online 74

75 Surce Type Status Cmment Create User Prfile Partially Unsupprted fr SharePint Online Site Blg Site *Nte: By default, Cntent Manager des nt supprt cpying r mving the Metadata Navigatin setting f the SharePint 2013 site cllectins. Hwever, Cntent Manager supprts it after mdifying the Cntent Manager cnfiguratin file. T mdify the Cntent Manager cnfiguratin file, cmplete the fllwing steps: 1. Lg int the server where DcAve Agent resides. 2. G t the...\avepint\dcave6\agent\data\sp2010\cntentmanager directry. 3. Open the SP2010CMCnfiguratin.xml file using Ntepad. 4. Lcate the <RestreMetadataNavigatin value="false"/> nde. 5. Change its value t true. 6. Save the changes and clse the file. 75

76 Appendix E: and Unsupprted SharePint 2013 Scial Features The fllwing table lists the currently supprted and unsupprted SharePint 2013 scial features fr Cntent Manager. Scial Feature Status Nte My Site Partially The head prtraits f the users are nt supprted. SkyDrive Pr (r named OneDrive fr Business) Blg Tag The #Tag is stred in Managed Metadata Service as System Term. Micrblg and Feed Pst Partially Unsupprted fr SharePint Reply Partially Online Like Partially Picture Partially Link Partially Mentins Partially Tag Partially Fllw Peple Site Dcument Tag Cmmunity Site Categries Discussin Bard Members Budge Reputatin Best Reply Questin Cmmunity Setting Cmmunity Prtal 76

77 Appendix F: Accessing Ht Key Mde In rder t wrk faster and imprve yur prductivity, DcAve supprts ht key mde fr yu t perfrm crrespnding actins quickly by nly using yur keybard. T access ht key mde frm the Cntent Manager interface, press the key cmbinatin f Ctrl +Alt + Z (simultaneusly) n yur keybard. The fllwing table prvides a list f ht keys fr the tp level. Each time yu want t g back t the tp level after accessing the interface f lwer level, press n the keybard. Fr example, cntinue pressing H t jump t Cntent Manager Hme Page. Operatin Interface Cntent Manager Hme Page H Cntent Manager Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Health Analyzer 6 Accunt Infrmatin 9 Help and Abut 0 Ht Key Hme Page T access the Hme page by using ht keys in the Cntent Manager interface, press the Ctrl + Alt + Z key cmbinatin t access the ht key mde, and then press H n the keybard t enter the Hme page. The fllwing table is a list f ht keys fr the functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O t jump t the Data Exprt interface. Online Cntent Manager Cpy Mve Data Exprt Data Imprt Create Cntainer Plan Builder Exprt Lcatin Strage Plicy Filter Plicy Functinality Name and Ht Key L C M O I N P E S F 77

78 Mappings Jb Mnitr Cpy A J Functinality Name and Ht Key Clumn Mapping CL Cntent Type Mapping CT Template Mapping T User Mapping U Dmain Mapping D Language Mapping LM List Name Mapping LN Cpy Default Cpy Settings C D Functinality Name and Ht Key View Edit Preview Run Nw Cancel OK Cancel V E P R C O C Mve Mve Default Mve Settings M D Functinality Name and Ht Key View Edit Preview Run Nw Cancel OK Cancel V E P R C O C Plan Builder Wizard Mde Frm Mde W F Functinality Name and Ht Key Back B Next N Finish F Finish and Run Nw Finish Cancel C OK O OK and Run OK Cancel C R F R O 78

79 Plan Manager Page T access the Plan Manager page by using ht keys in the Cntent Manage interface, press the Ctrl + Alt + Z key cmbinatin t access the ht key mde, and then press P n the keybard t jump t the Plan Manager page. The fllwing table prvides a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V t jump t the View Details interface. View Details Edit V E Functinality Name and Ht Key Surce &Destinatin D Settings S Edit E Test Run T Run Nw R Clse X Create Cntainer N Save Save S Save As Save and Run Nw S A R Delete Test Run Run Nw Cancel D T R C 79

80 Appendix G: Cntent Manager Custmizatin Supprt Table The fllwing is the custmizatin supprt table f Cntent Manager. means the crrespnding SharePint bject is supprted t be cpied r mved t the crrespnding SharePint bjects. Cpy/Mve T Web Site What t Site List Flder Nte What t select when cpying/mving Applicatin Cllectin Cpy/Mve Web applicatin Merge Site cllectin T Web applicatin: Merge/Attach T Web applicatin: T site cllectin: Merge/Attach T site: Merge/Attach 80

81 Cpy/Mve T What t Cpy/Mve Web Applicatin Site Cllectin Site List Flder Nte What t select when cpying/mving T site cllectin: T site: 81

82 Site T Web applicatin: Merge T site cllectin: Merge/Attach T Web applicatin: T site: Merge/Attach T site cllectin: 82

83 Cpy/Mve T What t Cpy/Mve Web Applicatin Site Cllectin Site List Flder Nte What t select when cpying/mving T site: List T site: Attach T site: T list: Merge 83

84 Cpy/Mve T What t Cpy/Mve Web Applicatin Site Cllectin Site List Flder Nte What t select when cpying/mving T list: Flder T list: Attach T list: T flder: Merge/Attach 84

85 Cpy/Mve T What t Cpy/Mve Web Applicatin Site Cllectin Site List Flder Nte What t select when cpying/mving T flder: 85

86 Cpy/Mve T Web Site What t Site List Flder Nte What t select when cpying/mving Applicatin Cllectin Cpy/Mve Item Attach Apps T site cllectin: When cpying r mving t the destinatin site cllectin, the Apps are attached t the tplevel site f the destinatin site cllectin. T site: Attach 86