DocAve 6 Deployment Manager

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1 DcAve 6 Deplyment Manager User Guide Service Pack 10, Cumulative Update 3 Issued July 2018 The Enterprise-Class Management Platfrm fr SharePint Gvernance

2 Table f Cntents What s New in this Guide... 5 Abut Deplyment Manager... 6 Cmplementary Prducts... 7 Submitting Dcumentatin Feedback t AvePint... 8 Befre Yu Begin... 9 AvePint s Testing Plicy and Envirnment Supprt... 9 Supprted Sftware Envirnments... 9 Supprted Hardware... 9 Supprted Backup and Recvery Cnfiguratin Agents Required Permissins Deplyment Manager fr SharePint On-Premises Deplyment Manager fr SharePint Online Health Analyzer Getting Started Launching Deplyment Manager Navigating DcAve Understanding Deplyment Manager Deplyment Manager Interface Online vs. Offline Deplyment Deplyment Mappings Creating a Deplyment Mapping Mapping Settings fr Design Element Mapping Settings fr WFE Mapping Settings fr Slutin Mapping Settings fr Shared Service Deplyment Mapping Ntes Deplying One Surce Object t Multiple Site Cllectins r Sites in Destinatin DcAve 6 Deplyment Manager 1

3 Offline Deplyment fr Objects in a Web Applicatin Offline Slutin Deplyment Creating a Deplyment Plan Advanced Predefined Scheme Settings Cnfiguring Restricted File System Files Cnfiguring Queues Lcally Dwnlading Queue as Excel Files Cnfiguring Queue Excel Files Uplading Queue Excel Files Queue Tls Managing Slutins Pre-Creating Slutin Queues Slutin Tls Deplying Apps Creating a Deplyment Mapping fr Deplying Apps Hw t Find the Apps Nde Helpful Ntes fr Deplying Apps Deplying the App Catalg Site t Destinatin Deplying One App t Multiple Site Cllectins r Sites in Destinatin Offline Deplyment fr Apps in a Web Applicatin Cnfiguring Queues Lcally App Tls Checking fr App Updates Pushing App Updates Using Cmpare Cmparing Online Creating a Cmpare Plan Cmparing in Different Tree Levels Rules fr Cmparing Objects in a Web Applicatin Rules fr Cmparing Web-Frnt End DcAve 6 Deplyment Manager 2

4 Rules fr Cmparing Farm Slutins Rules fr Cmparing Shared Services Using Custm Cmpare Managing Deplyment and Cmparing Plans in Plan Manager Using Pattern Manager Creating a Pattern Editing a Pattern Editing Pattern Surces Deleting Pattern Surces Adding a Pattern Surce Editing Pattern Settings Deleting Patterns Exprting Data Deply Surce Data in a Pattern t the Destinatin Using the Deply One-t-Many Pattern Viewing Versin Histry Cnfiguring an Exprt Lcatin Using Pattern Subscriptin Advanced Settings Using SharePint Management Shell Appendix A: Cnflict Reslutin fr Web Applicatin Deplyment Appendix B: Cnflict Checks Appendix C: Supprted and Unsupprted Elements fr Web Applicatin Deplyment Appendix D: Supprted and Unsupprted Wrkflw Type Appendix E: Design Elements Deplyment Appendix F: Web Frnt-End Deplyment Appendix G: Slutin Deplyment Appendix H: Managed Metadata Service Deplyment DcAve 6 Deplyment Manager 3

5 Appendix I: Deplyment Manager Custmizatin Table Appendix J: Advanced Settings in Cnfiguratin Files AgentCmmnWrapperCnfig.cnfig Restring Specified Web Prperties Ntices and Cpyright Infrmatin DcAve 6 Deplyment Manager 4

6 What s New in this Guide General imprvements fr enhanced functinality. DcAve 6 Deplyment Manager 5

7 Abut Deplyment Manager Effective management and autmatin f release peratins t prmte cntent, custmizatins, and design elements thrughut SharePint 2010, SharePint 2013, SharePint 2016, SharePint Online and SharePint On-Premises is vital t a successful deplyment. Withut prper planning r cntrl, errrs r changes during the staging prcess culd result in pr applicatin reliability, increased time-t-value, and prject delays. DcAve Deplyment Manager ffers a rbust slutin that autmates the change management f SharePint slutins, custmizatins, and Web-frnt end elements, thereby: Minimizing human errr and cst verruns Accelerating service delivery Facilitating preprductin testing and deplyment peratins *Nte: Deplyment Manager als supprt deplying SharePint 2013 and SharePint 2016 bjects t SharePint Online. DcAve 6 Deplyment Manager 6

8 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 Deplyment Manager: DcAve Cntent Manager fr SharePint when the deplyment f custmizatins als includes cntent r structural changes DcAve Replicatr fr SharePint fr cpying SharePint cntent within the same SharePint farm r frm ne SharePint farm t anther DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct DcAve 6 Deplyment Manager 7

9 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. DcAve 6 Deplyment Manager 8

10 Befre Yu Begin Refer t the sectins fr belw fr system requirements fr Deplyment Manager. AvePint s Testing Plicy and Envirnment Supprt Supprted Sftware Envirnments AvePint is cmmitted t testing against all majr versins and service packs f SharePint as well as the latest versins f Windws Server and SQL Server, as Micrsft annunces supprt and cmpatibility. *Nte: AvePint des nt recmmend r supprt installing DcAve n client perating systems. Supprted Hardware AvePint is cmmitted t maintaining a hardware agnstic platfrm t ensure that DcAve perates n cmmn Windws file sharing and virtualizatin platfrms. T ensure that DcAve is hardware agnstic, AvePint tests hardware that is intended t supprt SharePint and DcAve infrastructure, strage targets, and hardware-based backup and recvery slutins, as supprted by AvePint s partnerships. AvePint directly integrates with the fllwing platfrms: any Net Share, FTP, Amazn S3, AT&T Synaptic, Bx, Caring Strage, Cleversafe, DELL DX Strage, Drpbx, EMC Atms, EMC Centera, Ggle Drive, HDS Hitachi Cntent Platfrm, IBM Spectrum Scale Object, IBM Strwize Family, Micrsft Azure Strage, NetApp Data ONTAP, NFS, OneDrive, Rackspace Clud Files, and TSM. All ther hardware platfrms that supprt UNC addressable strage devices are supprted. *Nte: AvePint has ended the test and develpment fr Caring Strage and DELL DX Strage in DcAve since DcAve 6 SP7 CU1, as the prviders f these tw platfrms have stpped the platfrm maintenance. *Nte: Due t changes in the IBM Tivli Strage Manager API, DcAve 6 Service Pack 6 and later versins require that TSM Client versin is installed n the Cntrl Service and Media Service servers. *Nte: Mst f the hardware partnerships referenced in this guide are intended t make use f advanced functinality (such as snapsht mirrring, BLOB snapshts, indexing, lng-term strage, WORM strage, etc.), and are nt indicatins that any changes t the prduct are required fr basic supprt. In mst cases, hardware can be supprted with n change t the prduct. DcAve 6 Deplyment Manager 9

11 Supprted Backup and Recvery DcAve supprts BLOB backup strage accrding t the list f hardware platfrms abve. BLOB snapsht functin, hwever, is currently nly supprted n OEM versins and NetApp hardware. DcAve supprts SQL cntent and Applicatin database backups via the SharePint Vlume Shadw Cpy Service (VSS) n all Windws and SQL server platfrms listed abve. DcAve als supprts snapsht-based SharePint VSS n all hardware listed abve where the hardware partner has certified supprt with Micrsft. DcAve supprts applicatin and cnfiguratin server backups fr all the supprted sftware envirnments listed abve. DcAve 6 SP5 r later supprts VM backup via Hyper-V/VMWare fr the fllwing perating systems: Windws Server 2008 R2, Windws Server 2012, Windws Server 2012 R2, and Micrsft Hyper-V Server 2012 R2. Cnfiguratin In rder t use Deplyment Manager, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Deplyment Manager will nt functin withut DcAve 6 present n the farm. Agents SharePint Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve must have ne agent installed n at least ne f the Web frnt-end (WFE) servers. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Deplyment Manager t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n the server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins T install and use Deplyment Manager prperly, ensure that the fllwing permissins are met. Deplyment Manager fr SharePint On-Premises T install and use Deplyment Manager prperly, ensure that the DcAve Agent accunt has the fllwing permissins: DcAve 6 Deplyment Manager 10

12 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 within yur rganizatin n the permissins that can be applied, yu can add the DcAve Agent Accunt t the lcal Administratrs grup t apply all the required permissins. *Nte: The Lcal Administratr permissin is required t deply farm slutins and GAC. 2. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Deplyment 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. In SharePint 2010, SharePint 2013, r SharePint 2016: Full Cntrl t all znes f all Web applicatins via User Plicy fr Web Applicatins User Prfile Service Applicatin permissins: In SharePint 2010 Use Persnal Features Create Persnal Site Use Scial Features In SharePint 2013 and/r SharePint 2016 Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl cnnectin permissin Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl 3. SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Deplyment Manager. The permissin fr all the databases related with SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database: DcAve 6 Deplyment Manager 11

13 Fr SharePint 2010 and 2016, the Database Rle f db_wner is required. Fr SharePint 2013, the Database Rle f SharePint_Shell_Access is required. Hwever, when the DcAve Agent accunt has this rle fr Cntent Databases, Deplyment Manager has sme limitatins n deplyed bjects. Fr mre infrmatin, see the fllwing AvePint Knwledge Base article: AvePint recmmends that yu assign the db_wner rle f Cntent Databases t the DcAve Agent accunt. *Nte: The SharePint_Shell_Access rle can nly be assigned via SharePint 2013 Management Shell. Fr instructins n hw t assign this rle t a user, refer t the fllwing Micrsft technical article: Server Rle f dbcreatr, securityadmin, and prcessadmin t SQL Server Fr SharePint 2016, the Database Rle f db_wner in the Nintex Wrkflw databases is required. *Nte: T deply apps, the Agent accunt cannt be a system accunt. *Nte: The AgentService.exe accunt is used t start the Deplyment Manager jb. If the AgentService.exe accunt is the agent accunt, it requires the permissins listed abve. If it is nt the agent accunt, it des nt require any special permissins. Lcal System Permissins The fllwing lcal system permissins are autmatically cnfigured during DcAve 6 installatin: User is 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 (the grup is created by DcAve autmatically; it has 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\EventL g DcAve 6 Deplyment Manager 12

14 Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl permissin fr DcAve Agent installatin directry *Nte: This permissin is als required fr the lg n accunt f the SQL Server service. Deplyment Manager fr SharePint Online The fllwing permissins are required fr Deplyment Manager t perfrm a Deplyment Manager jb fr SharePint Online. Registered SharePint On-Premises Site Cllectins The fllwing permissins are required fr Deplyment Manager t manage registered SharePint n-premises site cllectins. Lcal System Permissins fr Agent Accunt The DcAve Agent accunt is n the DcAve Agent machine that will run Deplyment Manager jbs. The DcAve Agent accunt must have 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 within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. Required Permissins fr the Accunt Used t Register SharePint On-Premises Site Cllectins The accunt that is used t register SharePint n-premises site cllectins via Cntrl Panel > Manual Object Registratin > Scan must have the fllwing permissins: Full Cntrl permissin t all znes f all Web applicatins via User Plicy fr Web Applicatins. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. User Prfile Service Applicatin: User Prfile Cnnectin Permissin: Full Cntrl DcAve 6 Deplyment Manager 13

15 User Prfile Administratr 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 The Read permissin t the Apps fr SharePint library in the App Catalg Site Cllectin The accunt that is used t manually add a single SharePint n-premises site cllectin r imprt site cllectins in batch via Cntrl Panel > Manual Object Registratin > Manage Objects must have the fllwing permissins t each site cllectin: A member f the Site Cllectin Administratr grup. User Prfile Service Applicatin: User Prfile Cnnectin Permissin: Full Cntrl User Prfile Administratr 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 The Read permissin t the Apps fr SharePint library in the App Catalg Site Cllectin Registered Office 365 Objects The fllwing permissins are required fr Deplyment Manager t manage registered SharePint Online site cllectins, OneDrive fr Business, and Office 365 grup team sites. Lcal System Permissins fr DcAve Agent Accunt The DcAve Agent accunt is n the DcAve Agent machine that has netwrk cnnectin r has cnfigured Agent Prxy Settings befre Office 365 bjects are registered. The DcAve Agent accunt must have 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 within yur rganizatin n the permissins that can be applied, DcAve 6 Deplyment Manager 14

16 yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. Required Permissins fr the Accunt Used t Register Office 365 Objects The required permissins fr the Office 365 accunt that is used t register Office 365 bjects via Cntrl Panel, vary with registratin methds and bject types. Refer t the tables belw fr the details. Methd: Scan Office 365 Objects via Manual Object Registratin/Dynamic Object Registratin Object Type SharePint Online Site Cllectin OneDrive fr Business Office 365 Grup Team Site Office 365 Accunt Rle SharePint Administratr Glbal Administratr SharePint Administratr Other Permissins Managed Metadata Service: Term Stre Administratr Permissins fr User Prfile Service: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes The Add and Custmize Pages permissin* Methd: Manually Add Office 365 Objects via Manual Object Registratin > Manage Cntainers Object Type SharePint Online Site Cllectin OneDrive fr Business Office 365 Grup Team Site Permissins 1. A member f the Site Cllectin Administratr grup. 2. Permissins fr User Prfile: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile DcAve 6 Deplyment Manager 15

17 Methd: Manually Add Office 365 Objects via Manual Object Registratin > Manage Cntainers Use Tags and Ntes 3. Managed Metadata Service: Term Stre Administratr 4. The Add and Custmize Pages permissin* *Nte: T deply Office 365 bjects, the Add and Custmize Pages permissin is required. Users with the rle f SharePint Administratr r Site Cllectin Administratr have the Add and Custmize Pages permissin, but yu must select Allw users t run custm script n persnal sites and Allw users t run custm script n self-service created sites in SharePint admin center > settings > Custm Script t enable the permissin t these users. Nte that the changes will take effect 24 hurs after being set. DcAve 6 Deplyment Manager 16

18 Health Analyzer AvePint recmmends using Health Analyzer t verify that yu meet the prerequisites necessary t use DcAve Deplyment Manager. *Nte: Only users in the Administratrs grup can use Health Analyzer. *Nte: Fr the Agent Accunt Cannt be SharePint System Accunt rule, yu can ignre the results if yu are nt ging t deply apps n specific Web applicatins. Fr mre infrmatin abut Health Analyzer, refer t the DcAve 6 Installatin Guide. DcAve 6 Deplyment Manager 17

19 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Deplyment Manager. Launching Deplyment Manager T launch Deplyment Manager and access its functinality, cmplete the fllwing steps: 1. Lg in t DcAve. If yu are already in the sftware, click the DcAve tab. 2. Frm the DcAve tab, click Administratin t view the Administratin mdules. 3. Click Deplyment Manager t launch this mdule. Figure 1: DcAve mdule launch windw. DcAve 6 Deplyment Manager 18

20 Navigating DcAve DcAve mimics the lk and feel f many Windws prducts, making fr an intuitive and familiar wrking envirnment. While there are many windws, pp-up displays, and messages within DcAve prducts, they share similar features and are navigated in the same ways. Belw is a sample windw in DcAve. It features a familiar, dynamic ribbn, and a searchable, cntent list view. Figure 2: Navigating DcAve. 1. Ribbn Tabs Allws users t navigate t the DcAve Welcme page and within the active mdule. 2. Ribbn Panes Allws users t access the functinality f the active DcAve mdule. 3. Manage clumns ( ) Allws users t manage which clumns are displayed in the list. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name in the drp-dwn list. 4. Hide the clumn ( ) Allws users t hide the selected clumn. 5. Search Allws users t search the List View pane fr a keywrd r phrase. Yu can select Search all pages r Search current page t define the search scpe. DcAve 6 Deplyment Manager 19

21 *Nte: The search functin is nt case sensitive. 6. Management Pane Displays the actinable cntent f the DcAve mdule. DcAve 6 Deplyment Manager 20

22 Understanding Deplyment Manager When Deplyment Manager is launched, yu are redirected t the Hme tab where yu can manage plans, access the individual settings cntrl panels fr custmizing plans, and mnitr the status f currently running and scheduled plans. This is where yu can execute jbs, including slutins deplyment and retractin, cmparing tw selected ndes f the same SharePint bject level, deplying Web applicatins, Web frnt-end deplyment, and Shared Services deplyment. Deplyment manager is intended fr mving custmizatins and design changes thrugh their lifecycle n SharePint. A plan represents a cmplete set f custmizatins that can be mved and deplyed tgether. We recmmend using plans t track design changes crrespnding t the mvement f business slutins, such as custm pages, wrkflws, cntent types, r ther features as ne cmplete set. Each plan can have: Entire Web applicatins Design elements such as site templates Slutins and features Service applicatins: managed metadata Lcally deplyed assemblies and reference files: file system files, IIS settings, GAC, Custm Features, and SharePint Site Definitins, etc. Fr detailed infrmatin n what exactly is deplyed fr each element, refer t: Appendix C: Supprted and Unsupprted Elements fr Web Applicatin Deplyment Appendix E: Design Elements Deplyment Appendix F: Web Frnt-End Deplyment Appendix G: Slutin Deplyment Appendix H: Managed Metadata Service Deplyment Deplyment Manager has Jb Mnitr integrated s that yu can check the status f deplyed plans withut leaving the Deplyment Manager interface. If Jb Mnitr is accessed within Deplyment Manager, it will display all f the Deplyment Manager jbs. T learn mre abut Jb Mnitr, see the DcAve 6 Jb Mnitr Reference Guide. Security Trimming can be used t limit the functinality in Deplyment Manager that a user can use. Fr details n using security trimming, refer t the DcAve 6 Cntrl Panel Reference Guide. DcAve 6 Deplyment Manager 21

23 Deplyment Manager Interface In Deplyment Manager, yu will see the fllwing areas: 1. Tabs Switch between the tabs in Deplyment Manager. 2. Ribbn Tlbar where yu can perfrm certain actins t yur mappings and cnfigure related settings. 3. Surce Pane Here yu can navigate thrugh SharePint farm structures t find the bject yu wish t deply frm. 4. Destinatin Pane Here yu can navigate thrugh SharePint farm structures t find the desired nde t deply t. 5. Queue List f deplyment mappings awaiting executin. 6. Search fields Find the desired bject via keywrd. This is useful if yu knw what bject yu are lking fr but are nt certain where the cntent lives, r if yu have many multiple large envirnments, this can save yu sme time finding the desired bject. Figure 3: Deplyment Manager User Interface. Online vs. Offline Deplyment Fr the bjects under the Web applicatin level, Deplyment Manager allws yu t perfrm an nline deplyment. If the surce nde and the destinatin nde are able t cmmunicate with DcAve 6 Deplyment Manager 22

24 each ther, the slutins may be deplyed via nline deplyment. T perfrm an nline slutin deplyment, fllw the instructins under Creating a Deplyment Mapping. If the surce nde and the destinatin nde are unable t cmmunicate with each ther, slutins and design elements may still be deplyed via an ffline deplyment. Offline deplyment invlves exprting the slutins and design elements frm the surce nde t an Exprt Lcatin, and then imprting the slutins r design elements frm the Exprt Lcatin t the destinatin nde. T perfrm an ffline slutin deplyment, see the Offline Slutin Deplyment sectin f this guide. Fr detailed infrmatin n hw t cnfigure an Exprt Lcatin, refer t DcAve 6 Cntrl Panel Reference Guide. *Nte: When deplying a slutin, the surce slutin will be laded t the destinatin farm thrugh the SharePint API, and the SharePint timer jb will deply the slutin t the destinatin farm. DcAve will check the status if the surce slutin is laded t the destinatin farm thrugh the SharePint API. If the slutin is laded t the destinatin farm, the jb status will be finished. DcAve 6 Deplyment Manager 23

25 Deplyment Mappings Creating a deplyment mapping is the first step t many f the cmmn uses f Deplyment Manager. It allws yu t: Quickly and easily perfrm a singular deplyment. This may be useful when a new site is created, and yu just wish t add a slutin r apply a template t it. Cnfigure multiple deplyments t run ne after anther. This may be useful if yu have multiple singular deplyments t perfrm. This way yu can create all f yur mappings during wrk hurs, and then execute the deplyments ff hurs. Cnfigure multiple deplyments and save as a plan, which allws yu t repeat the deplyment withut having t recreate the same mapping and recnfigure the same settings. This may be useful if yu wish t keep the Destinatin nde in sync with the Surce nde. Fr example, yu have a develpment envirnment, a testing envirnment, a QA envirnment, and/r multiple farms. Each time yu update the nde n the develpment envirnment, yu may wish t have the testing envirnment updated as well, then update the QA envirnment fr further testing. Yu may then wish t update all f yur farms nce the testing is finished. This way, rather than creating a new deplyment mapping each time, yu can just rerun the plans created fr each deplyment. Fr mre infrmatin, see the Creating a Deplyment Plan sectin f this guide. Creating a Deplyment Mapping T create a deplyment mapping, cmplete the fllwing steps: *Nte: Deplyments can nly be mapped between a surce and destinatin that are using the same versin f SharePint On-Premises. 1. In the Surce pane, click a farm t expand its bject tree. Cntinue clicking the relevant bjects until yu find the bject yu wish t deply frm. Select the surce bject. 2. In the Destinatin pane, click a farm t expand its bject tree. Cntinue clicking the relevant bject until yu find the bject yu wish t deply t. Select the destinatin bject. 3. Click Add t Queue n the ribbn r n the abve the deplyment mapping list. The Add t Queue pp-up windw will appear. Depending n the mapping yu are creating, the mapping settings are different. Fr detailed infrmatin n the mapping settings, refer t the Mapping Settings fr Design Element, Mapping Settings fr WFE, Mapping Settings fr Slutin, and Mapping Settings fr Shared Service sectins f this guide. DcAve 6 Deplyment Manager 24

26 *Nte: If yu manually create a site cllectin under a FBA Web applicatin in the destinatin, after clicking Add t Queue, a pp-up windw will appear t let yu select the administratr f the site cllectin yu are abut t create. If the surce and destinatin have different templates, a warning message will appear t warn yu that deplyment may cause errrs. Click OK t cntinue r click Cancel t return t the Surce and Destinatin selectin. 4. After cnfiguring the mapping settings, click OK t save the mapping settings and add the mapping t Queue, r click Cancel t exit the windw withut saving the mapping settings. After a deplyment mapping is added t the Queue, the Queue Tls tab appears. Click the Queue Tls tab t make changes t any f the mappings in the Queue. Refer t the Queue Tls sectin f this guide fr mre infrmatin. T perfrm multiple deplyments, create deplyment mappings by repeating the steps abve. Each deplyment mapping yu cnfigure will appear in the Queue. Yu can change the rder in which the deplyment mappings are executed by clicking the crrespnding drp-dwn menu in the Order clumn f the Queue, and then selecting the desired place in the Queue. By default, five deplyment mappings can be shwn in each page f the Queue. T change the number f deplyment mappings displayed in a page, click the Shw rws drp-dwn menu beneath the Queue, and then select a number f deplyment mappings t display. T view deplyment mappings in anther page, click the Previus ( t the previus page r click the Next ( ) buttn t g t the next page. ) buttn beneath the Queue t g When yu finish adding deplyment mappings t the Queue and cnfiguring the mapping rder, click Run n the ribbn r at the lwer-right crner f the page t run the mappings immediately. Yu can als click Test Run frm the Test Run drp-dwn list t test run the mappings r click Test Run with SPCAF frm the Test Run drp-dwn list t test run the mappings with the SharePint Cde Analysis Framewrk. *Nte: Test Run with SPCAF will nly generates a basic reprt fr the mappings where surce SharePint 2013/2016 farm slutins and/r apps are selected t deply, r SharePint 2013/2016 user slutins are selected t deply t destinatin farm r Web applicatins. T generate a full reprt, a license fr SharePint Cde Analysis Framewrk is required. Mapping Settings fr Design Element The fllwings are the mapping settings fr design element: Filter Plicy A Filter Plicy allws yu t designate specific site cllectins r sites as the destinatin. DcAve 6 Deplyment Manager 25

27 *Nte: This sectin is available nly when the Deply One-t-Many pattern is used. Site cllectin level filter plicy Select a Filter Plicy frm the drpdwn menu t filter the destinatin site cllectins r select New Filter Plicy t create a new ne. *Nte: This filter is available when the selected destinatin is a Web applicatin. Site level filter plicy Select a Filter Plicy frm the drp-dwn menu t filter the destinatin sites r select New Filter Plicy t create a new ne. Fr instructins n creating a Filter Plicy, see the Filter Plicy sectin f the DcAve 6 Cntrl Panel Reference Guide. Cnflict Reslutin Chse Skip, Merge, r Replace frm the Cntainer level cnflict reslutin drp-dwn menu. Select the Check lwer bjects checkbx t cnfigure cntent level cnflict reslutin. Chse Skip, Overwrite, r Overwrite by Last Mdified Time frm the Cntent level cnflict reslutin drp-dwn menu. Fr detailed infrmatin n hw Deplyment Manager reslves cnflicts based n these cnfiguratins, see Appendix A: Cnflict Reslutin fr Web Applicatin Deplyment. Fr infrmatin n what criteria Deplyment Manager checks t determine cnflicts, see Appendix B: Cnflict Checks. Apps Chse if yu want t deply the apps frm: The surce SharePint 2013 farm t the destinatin SharePint 2013 farm; The surce SharePint 2013 farm t SharePint Online; The surce SharePint 2016 t the destinatin SharePint 2016; The surce SharePint 2016 t SharePint Online; The surce SharePint Online site t the destinatin SharePint Online site. Only when the Web applicatin, site cllectin, site, r app level is selected in the surce, and the crrespnding destinatin nde is selected, can this functin appear in the Add t Queue windw. If yu select Include apps, the App DcAve 6 Deplyment Manager 26

28 cnflict reslutin drp-dwn list appears. Select the cnflict reslutin (if there is an app whse prduct ID is same as the surce ne, a cnflict will be judged): Skip The cnflicted surce app will be skipped t deply t the destinatin. Upgrade App Only If the cnflicted surce app versin is higher than the destinatin ne, the destinatin app will be verwritten but nt the AppData. If the cnflicted surce app versin is lwer than the destinatin ne, the surce app will be skipped t deply t the destinatin. *Nte: This ptin is nt supprted fr the deplyment frm the surce SharePint 2013 farm and/r SharePint 2016 t SharePint Online, r frm the surce SharePint Online site t the destinatin SharePint Online site. Replace App and AppData The cnflicted destinatin app will always be replaced with the surce app and AppData. Mappings If yu have mapping settings in Cntrl Panel, yu may chse t apply them t this deplyment mapping when adding t the Queue. Fr mre infrmatin n these mapping settings, see the Advanced Settings sectin f this guide. Filter Plicy A Filter Plicy allws yu t designate a specific bject r data within each SharePint level frm site cllectin dwn t item level. Surce Select a Filter Plicy frm the drp-dwn menu t filter the surce bject r data r select New Filter Plicy t create a new ne. Destinatin Select a Filter Plicy frm the drp-dwn menu t filter the destinatin bject r data r select New Filter Plicy t create a new ne. Fr instructins n creating a Filter Plicy, see the Filter Plicy sectin f the DcAve 6 Cntrl Panel Reference Guide. *Nte: A filter plicy can be selected fr the destinatin nly when yu deply the surce Site, List/library, Cntent Type Grup/Cntent type, Clumn grup/clumn t multiple destinatin sites r site cllectins, therwise the Destinatin drp-dwn menu will be grayed ut. *Nte: The filter plicy in the Destinatin drp-dwn menu nly filters at the site cllectin level and site level filter rules cnfigured in Filter Plicy. Lwer level bjects r data in the destinatin cannt be filtered even if the selected Filter Plicy cntains rules applicable t thse bjects. DcAve 6 Deplyment Manager 27

29 Surce Cntent Settings Select the surce cmpnents that yu want t deply t the destinatin: Include security Enable this ptin t deply user and/r grup permissins t the destinatin nde. Include user prfile Enable this ptin t deply user prfiles t the destinatin nde. *Nte: Make sure that the selected destinatin s Web applicatin is cnnected t the User Prfile Service Applicatin. Include user cntent Enable this ptin t deply the custmized cntent t the destinatin nde. By default, Deplyment Manager des nt deply the custmized data. Fr example, the data in the Shared Dcuments will nt be deplyed. If yu want t deply the custmized data, select this ptin. Cnfiguratin If yu select a flder r an item in the surce and then select a flder in the destinatin, r if yu select a rt flder and select a list in the destinatin, this ptin appears. Chse hw t deal with the item dependent clumns and cntent types. Select Deply the item-dependent clumns and cntent types t maintain item integrity, and then select a cnflict reslutin fr these items clumns and cntent types frm the drp-dwn list: D nt deply 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 ndes. Overwrite the clumns and cntent types Overwrites the destinatin clumns and cntent types with the surce nes. 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 deply item-dependent clumns and cntent types. Reprt the items if the crrespnding clumns r cntent types are nt fund in the destinatin. These items will nt be cpied t the destinatin but will be recrded int the jb reprt. Wrkflw Enable the Include wrkflw definitin ptin t deply the definitin f existing surce wrkflws t the destinatin nde. DcAve 6 Deplyment Manager 28

30 Deply t Relative Lists and Sites Enable the Deply the cntent type t relative lists and sites ptin t synchrnize the surce cntent type t the destinatin. If yu have deplyed a cntent type frm the surce t the destinatin befre, with this ptin selected, the cntent type changes will be synchrnized t the destinatin after this deplyment jb. When this ptin is deselected, the cntent type changes will nt be synchrnized t the destinatin cntent type that has already been used by lists r sites. Preserve the Null Clumn Values Chse if yu want t preserve the null value f item clumns in the surce. Sme values f the newly created clumns may be null fr previus items, and this ptin allws yu t chse whether t replace the null value with the value in the destinatin. By default, we will preserve the null value fr thse items. Managed Metadata Service Settings Chse t cpy the assciated term sets, r the terms and their parent sets assciated with the cntent t the destinatin nde. *Nte: By default, Deplyment Manager des nt supprt cpying a Managed Metadata Service t the destinatin. Hwever, Deplyment Manager supprts it after mdifying the <IsBackupManagedMetadataServiceLevel value="false" /> nde in the SP2010DMCnfiguratin.xml cnfiguratin file. G t the machines with DcAve Agent installed and pen the \AvePint\DcAve6\Agent\ data\sp2010\deplymentmanager directry t find the SP2010DMCnfiguratin.xml file. The nde is added t the cnfiguratin file autmatically when yu first run a Deplyment Manager jb. *Nte: Yu can als deply a Managed Metadata Service by cnfiguring a shared service mapping. Fr mre infrmatin, refer t Mapping Settings fr Shared Service. Site Title and Descriptin Chse whether t cpy the site title and descriptin when deplying a surce site t the destinatin. *Nte: This field nly appears when yu deply the surce data in a site cllectin level pattern t a destinatin site cllectin r deply the surce data in a site level pattern t a destinatin tp-level site. Mapping Settings fr WFE The fllwings are the mapping settings fr WFE: Cnflict Reslutin Select the reslutin when a cnflict ccurs. DcAve 6 Deplyment Manager 29

31 When yu perfrm an IIS site file level deplyment, select the Include Cntent checkbx t cnfigure the reslutin when a cnflict ccurs in the cntent level. Chse Skip, Overwrite, r Overwrite if Surce File Is Newer frm the drp-dwn menu beneath the checkbx. Skip, Overwrite, and Overwrite by Last Mdified Time are selectable when yu perfrm a file system level deplyment. Skip and Overwrite are selectable when yu perfrm a custm feature r SharePint site definitin level deplyment. Only Skip is selectable when yu perfrm a glbal assembly cache level deplyment. Security This ptin appears when yu perfrm a file system level deplyment. Select the Keep file security checkbx if yu want t deply the file s security prperties t the destinatin. Web Cnfiguratin Settings This ptin appears when yu perfrm an IIS Site Files level deplyment. Chse if yu want t Include Web Cnfiguratin in the deplyment jb. The fllwing parameters are included fr searching the related cnfiguratin in web.cnfig files: cnfiguratin/sharepint/peplepickerwildcards; cnfiguratin/system.web/membership/prviders; cnfiguratin/system.web/rlemanager/prviders; cnfiguratin/cnnectinstrings; Yu can custmize the parameters accrding t the XPath frmat in the left pane f the interface. Yu can further chse whether t Include parent nde s prperties if the parent nde des nt exist in destinatin. Mapping Settings fr Slutin The fllwings are the mapping settings fr slutin: Cnflict Reslutin Select a deplyment ptin (Skip, Upgrade, r Retract/Re-deply) fr this mapping in case a cnflict ccurs. Rerder the Slutins If there are multiple slutins being deplyed, yu may cnfigure the rder in which the slutins are deplyed by selecting the desired place in the Order clumn. DcAve 6 Deplyment Manager 30

32 Mapping Settings fr Shared Service The fllwings are the mapping settings fr shared service: Term Deplyment Settings Chse t deply a surce term t the destinatin by the term s unique identifier (ID) r term name. Select By ID t deply surce terms by the ID f the terms. *Nte: This deplyment methd is nly available in the fllwing situatins: Deply Glbal Term Grup t Glbal Term Grup Deply term grup t Glbal Term Grup Deply Lcal Term Grup t Lcal Term Grup Deply lcal term set t Lcal Term Grup Yu can als select a cnflict reslutin in the Advanced sectin. A cnflict ccurs when a term with the same name but different ID exists in the destinatin. Rename the existing destinatin term by adding a number as the suffix The existing destinatin term will be renamed by adding a suffix (_1, _2, ). Fr example, the existing term is named TermA. It will be renamed as TermA_1 after the deplyment and the surce term TermA will be deplyed t the destinatin. *Nte: The Rename the existing destinatin term by adding a number as the suffix ptin is nt available when the mapping surce is SharePint 2016 r SharePint Online and the mapping destinatin is SharePint Online. Rename the incming surce term by adding a number as the suffix The surce term will be renamed by adding a suffix (_1, _2, ). Fr example, the surce term is named TermB. It will be renamed as TermB_1 after the deplyment, and the existing term in the destinatin will nt be changed. Skip deplying the term and recrd the cnflict in the jb reprt The surce term will be skipped deplying t the destinatin, and the existing term in the destinatin will nt be changed. The deplyment status f the surce term will be recrded in the jb reprt. Select By Name t deply surce terms by the term name. DcAve 6 Deplyment Manager 31

33 *Nte: This ptin is unavailable when the mapping surce is SharePint 2016 r SharePint Online and the mapping destinatin is SharePint Online. Optins Chse the deplyment mde, Full Deplyment r Incremental Deplyment. A Full Deplyment deplys all f the surce cntent and settings t the destinatin, while an Incremental Deplyment nly deplys the mdified settings since the last incremental r full deplyment. *Nte: Incremental Deplyment is nt available when the mapping surce and destinatin are bth SharePint Online. If selecting Incremental Deplyment, the fllwing ptins will be available: Mdificatins Chse if yu want t deply the mdificatins since the last jb. Deletins Chse if yu want t deply the deletins since the last jb. Cnflict Reslutin This setting appears when the Full Deplyment ptin is selected abve. Chse Skip, Merge, r Replace (nly available when By Name is selected abve) frm the drp-dwn menu t set the reslutin t handle cnflicts. Chse whether t further check lwer bjects beneath the cnflicted bject by selecting the Check lwer bjects checkbx. If yu select t deply the cntent type hub, the available cnflict reslutins will be Skip, Overwrite, and Append. Mappings If yu have mapping settings in Cntrl Panel, yu may chse t apply them t this deplyment mapping when adding t the Queue. Fr mre infrmatin n these mapping settings, see the Advanced Settings sectin f this guide. Surce Cntent Settings Select the surce cmpnents that yu want t deply t the destinatin: Cnfiguratin Enable this ptin t deply prperties, descriptins, and titles t the destinatin nde. Security Enable this ptin t deply user and/r grup permissins t the destinatin nde. Wrkflw Enable the Include wrkflw definitin ptin t deply the definitin f existing surce wrkflws t the destinatin nde. *Nte: This sectin nly appears when yu select t deply the cntent type hub. DcAve 6 Deplyment Manager 32

34 Refresh All Published Cntent Types This ptin appears when yu deply the cntent type hub. Select the Refresh all published cntent types immediately checkbx if yu want t update all published cntent types the next time the cntent type subscriber timer jb runs by selecting. *Nte: This sectin nly appears when yu select t deply the cntent type hub. Deplyment Mapping Ntes Refer t the fllwing ntes fr creating a deplyment mapping: Deplyments can be mapped between a surce and destinatin that are using the same versin f SharePint On-Premises. Deplyments can be mapped frm SharePint 2013/SharePint 2016/SharePint Online t SharePint Online. *Nte: Shared service deplyments can be mapped frm SharePint 2016/SharePint Online t SharePint Online. If yu manually create a site cllectin under a FBA Web applicatin in the destinatin, after clicking Add t Queue, a pp-up windw will appear t let yu select the administratr f the site cllectin yu are abut t create. If the surce and destinatin have different templates, a warning message will appear t warn yu that the deplyment may cause errrs. Click OK t cntinue r click Cancel t return t the Surce and Destinatin selectin. If yu select list clumns r list cntent types in the surce, yu can nly select a list r library in the destinatin. If yu select a wrkflw under a list cntent type in the surce, the crrespnding list cntent type is autmatically selected, and yu can nly select a list r library in the destinatin. Only the current versin f the wrkflw created thrugh SharePint Designer is displayed n the surce farm tree. Select this wrkflw and select a destinatin nde, all wrkflw versins will be deplyed t the destinatin. All the wrkflw versins generated because f the update f the reusable wrkflw template (created thrugh SharePint Designer) are displayed n the surce farm tree. Select a wrkflw versin and select a destinatin nde, the selected wrkflw versin will be deplyed t the destinatin. Under the Shared Services nde, expand the Managed Metadata Service nde. Managed Metadata Services are displayed. The ndes Unpartitined Mde and Partitined Mde are laded under a service. If a Managed Metadata Service is nt partitined, the data under the service is displayed under the Unpartitined DcAve 6 Deplyment Manager 33

35 Mde nde. If a Managed Metadata Service is partitined, the data is nt displayed under Partitined Mde, the tenant administratin sites and the related term stres are displayed under the Partitined Mde nde. Right-click a tenant administratin site, and a drp-dwn list appears. Select View Site Cllectins, a windw displaying all site cllectins under the tenant administratin site appears. Click a site cllectin, the site cllectin is pened in the brwser. Yu can deply a surce nde under Unpartitined Mde t a destinatin nde under Unpartitined Mde, deply a surce nde under Unpartitined Mde t a destinatin nde under Partitined Mde, deply a surce nde under Partitined Mde t a destinatin nde under Unpartitined Mde, r deply a surce nde under Partitined Mde t a destinatin nde under Partitined Mde. Fr detailed infrmatin n the elements that can be deplyed frm the surce t the destinatin, refer t Appendix H: Managed Metadata Service Deplyment. Under the My Registered Shared Service nde, expand the Managed Metadata Service nde. Existing SharePint sites grups are displayed. The admin center site cllectin that has been added t a grup is laded under the grup. Expand the Term Stre nde under the admin center site cllectin. Glbal Term Grup and Lcal Term Grup ndes are displayed. If yu select a surce nde where reused terms exist and the surce terms f the reused terms are nt included in the selected nde, the reuse status f the reused terms will lse after the deplyment. If yu select a surce nde where pinned terms exist and the pin surce terms are nt included in the selected nde, the pin surce terms tgether with their term grup and term set will be autmatically deplyed t the destinatin. If yu select a surce nde where pin surce terms exist and the pinned terms are nt included in the selected nde, the pin status f the pin surce terms will lse after the deplyment. Deplying One Surce Object t Multiple Site Cllectins r Sites in Destinatin This allws yu t deply ne surce bject t multiple site cllectins r sites by adding ne mapping t yur queue. The surce supprted bjects are site, list/library, site cntent type grup/site cntent type, site clumn grup/site clumn, r app. The destinatin supprted ndes are Web applicatin and site cllectin. DcAve 6 Deplyment Manager 34

36 Deplying t multiple site cllectins Select the surce nde and select a destinatin Web applicatin, and then click Add t Queue. A pp-up windw appears. Yu can select t Deply t Tp-level site nly r Deply t all sites: If yu select Deply t Tp-level site nly in the pp-up windw, the Add t Queue windw appears. Cnfigure the mapping settings and click OK t add this deplyment mapping t the Queue. After the deplyment jb, the surce bject will be deplyed t all tp-level sites under the selected destinatin Web applicatin. If yu select Deply t all sites, the Add t Queue windw appears. Cnfigure the queue settings and click OK t add this deplyment mapping t the queue. After the deplyment jb, the surce bject will be deplyed t all tp-level sites and sites under the selected destinatin Web applicatin. Fr details n hw t cnfigure the mapping settings, refer t the Creating a Deplyment Mapping sectin in this guide. Deplying t multiple sites Select the surce nde and select a destinatin site cllectin, and then click Add t Queue. A pp-up windw appears. Yu can select t Deply t Tp-level site nly r Deply t all sites: If yu select Deply t Tp-level site nly in the pp-up windw, the Queue Settings cnfiguratin page appears. Cnfigure the queue settings and click OK t add this deplyment mapping t the queue. After the deplyment jb, the surce bject will be deplyed t all f the tplevel sites under the selected destinatin site cllectin. If yu select Deply t all sites, the Add t Queue windw appears. Cnfigure the queue settings and click OK t add this deplyment mapping t the Queue. After the deplyment jb, the surce bject will be deplyed t all tp-level sites and sites under the selected destinatin site cllectin. Nte that when yu select a site in the surce, yu can nly select a Web applicatin in the destinatin if yu want t perfrm the batch settings. If yu select a site cntent type grup/site cntent type, site clumn grup/site clumn as the surce, and select a Web applicatin r site cllectin as the destinatin, yu can nly select Deply t Tp-level site nly in the pp-up windw. The tp-level site can nly be deplyed t the destinatin tp-level site. If yu select a tp-level site in the surce and select a Web applicatin in the destinatin, click Add t Queue, and the Deply t all sites ptin will be grayed ut. DcAve 6 Deplyment Manager 35

37 Offline Deplyment fr Objects in a Web Applicatin T perfrm an ffline deplyment fr the bjects in a Web applicatin, exprt the bjects t an exprt lcatin and then imprt the bjects t the desired destinatin nde. Make sure the exprt lcatin is cnfigured befre this ffline deplyment. Fr the details n hw t create an exprt lcatin, refer t DcAve 6 Cntrl Panel Reference Guide. Fllw the steps belw t exprt the bjects in a Web applicatin: 1. Click Start with Data Exprt in the right-hand pane f the landing page r click Data Exprt n the ribbn. The Data Exprt page appears. 2. Select the desired nde in the Surce pane. Yu can select the entire Web applicatin r desired bjects within the Web applicatin. 3. In the Destinatin pane, select the exprt lcatin yu wish t exprt bjects t frm the Exprt Lcatin drp-dwn menu. 4. Click Add t Queue and cnfigure settings in the Add t Queue windw. Fr mre infrmatin n these settings, refer t the Creating a Deplyment Mapping sectin in this guide. 5. Click OK t add t the queue r Cancel t return t the Surce and Destinatin selectin interface. If yu wish t add ther mappings, click Exit in the Destinatin pane, and the data trees will appear in the Destinatin pane. 6. Once yu have finished adding mappings t the Queue, click Save t save the mappings and settings as a plan, and fllw the instructins in Creating a Deplyment Plan. T execute the mappings immediately, click Run n the ribbn r at the lwer-right crner f the page. Yu can als click Test Run in the Test Run drp-dwn list t test run the mappings r click Test Run with SPCAF in the Test Run drp-dwn list t test run the mappings with the SharePint Cde Analysis Framewrk. *Nte: Test Run with SPCAF will nly generates a basic reprt fr the mappings where surce SharePint 2013/2016 farm slutins and/r apps are selected t deply, r SharePint 2013/2016 user slutins are selected t deply t destinatin farm r Web applicatins. T generate a full reprt, a license fr SharePint Cde Analysis Framewrk is required. Fllw the steps belw t imprt the Web applicatin level bjects: 1. Click Start with Data Imprt in the right-hand pane f the landing page r click Data Imprt n the ribbn. The Data Imprt page appears. 2. Select the destinatin nde in the Destinatin pane. 3. In the Surce pane, select Design frm the Imprt Type drp-dwn menu. The exprt lcatins where the bjects have been imprted will be laded in the Surce pane. DcAve 6 Deplyment Manager 36

38 4. Click the desired exprt lcatin. The flder named DesignManager2010 (fr SharePint 2010), DesignManager2013 (fr SharePint 2013 and SharePint Online), and DesignManager2016 (fr SharePint 2016) will be laded. Click the flder, the exprted plans will appear. Yu can click the exprted plan name t expand t the exprted jb nde, and then select a nde. Click the exprted jb nde t see the exprted jb data in the data tree. 5. Click Add t Queue. The Add t Queue windw will appear. 6. Cnfigure settings in the Add t Queue windw. Fr mre infrmatin n these settings, refer t the Creating a Deplyment Mapping sectin in this guide. 7. Click OK t add t the queue r Cancel t return t the Surce and Destinatin selectin interface. Repeat the previus steps t add mre design elements imprt mappings t the Queue. If yu wish t add ther mappings, click Exit in the Surce pane, and the data tree will appear in the Surce pane. 8. Once yu have finished adding mappings t the Queue, click Save t save the mappings and settings, and fllw the instructins in Creating a Deplyment Plan. T execute the mappings immediately, click Run n the ribbn r at the lwer-right crner f the page. Yu can als click Test Run in the Test Run drp-dwn list t test run the mappings r click Test Run with SPCAF in the Test Run drp-dwn list t test run the mappings with the SharePint Cde Analysis Framewrk. *Nte: Test Run with SPCAF will nly generates a basic reprt fr the mappings where surce SharePint 2013/2016 farm slutins and/r apps are selected t deply, r SharePint 2013/2016 user slutins are selected t deply t destinatin farm r Web applicatins. T generate a full reprt, a license fr SharePint Cde Analysis Framewrk is required. *Nte: In the data imprt jb, if yu select an exprted site cllectin nde in the surce, and select a site cllectin in the destinatin, the user slutin s cnflict reslutins are Skip, Overwrite, and Overwrite by Last Mdified Time. But in ther jbs, the user slutin s cnflict reslutins are Skip, Upgrade, and Retract/Re-deply. Offline Slutin Deplyment T perfrm an ffline slutin deplyment, exprt the slutins t a Lgical Device and then imprt the slutin t the desired destinatin nde. Make sure a Strage Plicy is cnfigured befre this ffline deplyment. Fr the details n hw t cnfigure a Strage Plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: The EMC Centera, Dell DX Strage, Caring Strage, OneDrive, Ggle Drive, and Bx type strage devices are nt supprted in an ffline slutin deplyment. T exprt the slutins, cmplete the fllwing steps: DcAve 6 Deplyment Manager 37

39 1. Click Start with Data Exprt in the right-hand pane f the landing page r click Data Exprt n the ribbn. The Data Exprt interface appears. 2. Select the desired slutins in the Surce pane. 3. In the Destinatin pane, select the Strage Plicy yu want t exprt the slutins t frm the Slutin Stre drp-dwn menu. 4. Click Add t Queue. The Add t Queue windw will appear. 5. Enter a descriptin fr the slutins, then click OK t add t the queue, r Cancel t return t the Surce and Destinatin selectin interface. Repeat the previus steps t add mre slutin exprt mappings t the Queue. If yu wish t add ther mappings, click Exit in the Destinatin pane, and the data tree will appear in the Destinatin pane. 6. Once yu have finished adding mappings t the Queue, click Save t save the mappings and settings, and fllw the instructins in Creating a Deplyment Plan. T execute the mappings immediately, click Run n the ribbn r at the lwer-right crner f the interface. Yu can als click Test Run in the Test Run drp-dwn list t test run the mappings r click Test Run with SPCAF in the Test Run drp-dwn list t test run the mappings with the SharePint Cde Analysis Framewrk. *Nte: Test Run with SPCAF will nly generates a basic reprt fr the mappings where surce SharePint 2013/2016 farm slutins and/r apps are selected t deply, r SharePint 2013/2016 user slutins are selected t deply t destinatin farm r Web applicatins. T generate a full reprt, a license fr SharePint Cde Analysis Framewrk is required. T imprt the slutins, cmplete the fllwing steps: 1. Click Start with Data Imprt in the right-hand pane f the landing page r click Data Imprt n the ribbn. The Data Imprt interface. 2. Select the destinatin nde in the Destinatin pane. 3. In the Surce pane, select Slutin frm the Imprt Type drp-dwn menu. 4. Select Slutin Stre frm the Deply frm drp-dwn menu t access the strage plicy t which yu have previusly exprted yur slutins. Click a lgical device under Slutin Stre t see the slutins the device cntains. Yu can als select the File System frm the Deply frm drp-dwn menu t access the file system where the slutins yu want t imprt. Select the desired slutins by selecting the crrespnding checkbxes, and then click Add t Queue. The Add t Queue windw appears. 5. Select the desired Cnflict Reslutin methd frm the drp-dwn menu. 6. If mre than ne slutin is in this mapping, srt the slutins int yur desired rder. DcAve 6 Deplyment Manager 38

40 7. Click OK t add t the queue r Cancel t return t the Surce and Destinatin selectin interface. Repeat the previus steps t add mre slutin imprt mappings t the Queue. If yu wish t add ther mappings, click Exit in the Surce pane, and the data tree will appear in the Surce pane. 8. Once yu have finished adding mappings t the Queue, click Save t save the mappings and settings as a plan. Fllw the instructins in Creating a Deplyment Plan t cnfigure the plan settings. T execute the mappings immediately, click Run n the ribbn r at the lwer-right crner f the interface. Yu can als click Test Run in the Test Run drp-dwn list t test run the mappings r click Test Run with SPCAF in the Test Run drp-dwn list t test run the mappings with the SharePint Cde Analysis Framewrk. *Nte: Test Run with SPCAF will nly generates a basic reprt fr the mappings where surce SharePint 2013/2016 farm slutins and/r apps are selected t deply, r SharePint 2013/2016 user slutins are selected t deply t destinatin farm r Web applicatins. T generate a full reprt, a license fr SharePint Cde Analysis Framewrk is required. Creating a Deplyment Plan Deplyment mappings can be executed immediately after they are created r saved within plans t be executed at a later time. This als allws yu t repeat the same deplyment withut having t recreate all the mappings r recnfigure all f the settings. T create a deplyment plan, create deplyment mappings by repeating the steps in Creating a Deplyment Mapping. Each deplyment mapping yu cnfigure will appear in the queue. When yu are finished adding deplyment mappings t the queue, click Save n the ribbn r lcated at the lwer-right crner f the page. Yu will be brught t the Save as a Plan page. Cnfigure the fllwing settings: Plan Name Type in a Plan Name and an ptinal Descriptin. Backup Envirnment Befre Running Plan Enable this ptin t back up the destinatin envirnment befre running the plan. Yu must then select a strage plicy. Enabling this ptin allws yu t use the Rllback feature in Jb Mnitr. *Nte: The DcAve Agent must be installed n the machine where the SQL Server resides fr rlling back the Metadata Service deplyment jb. Schedule Selectin Chse if yu want t add a schedule. If yu select N Schedule, the plan is nt run n any schedule and must be initiated manually; DcAve 6 Deplyment Manager 39

41 If yu select Cnfigure the schedule myself t cnfigure a custmized schedule and run the plan by schedule. Click Add Schedule and the Add Schedule windw appears. Type Select the type f recurring schedule: By hur, By day, By week, r By mnth. Schedule Settings Set up the frequency fr the scheduled jb. If yu select the type as By hur, By week, r By mnth, yu will have the ptin t select the Advanced checkbx t cnfigure mre settings fr the frequency. Fr mre infrmatin, see the Advanced Predefined Scheme Settings sectin belw. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrences Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans and the Time Zne can be changed under End by. Click OK t save the settings. After cnfiguring the schedule fr this jb, click Calendar View t view the jb in a calendar view. *Nte: If the plan is added t a plan grup, the plan schedule will be managed by the grup schedule. The schedule settings defined here will take effect if the plan is executed independent f the plan grup r remved frm the grup. Ntificatin Chse the type f ntificatin and designate which DcAve user will receive the ntificatin reprt. Select a ntificatin prfile frm the drp-dwn list. Click View beside the drp-dwn list t view details f the ntificatin prfile r click New Ntificatin Prfile. Fr infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. Assciate Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup frm the drp-dwn menu r click New Plan Grup. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. DcAve 6 Deplyment Manager 40

42 When yu are finished cnfiguring the plan settings, click Save n the ribbn r lcated at the bttm f the screen. When a drp-dwn list appears, click Save t save the plan; click Save and Test Run t test run the plan; click Save and Test Run with SPCAF t test run the plan with SharePint Cde Analysis Framewrk; r click Save and Run Nw t save the plan and run it immediately. Click Cancel t return t creating deplyment mappings withut saving the plan. *Nte: The ndes under Web Applicatins including the user slutin supprt the Include New functin; the newly created site, list, user slutin, etc. will be included in the crrespnding plan each time the plan runs. *Nte: Test Run with SPCAF will nly generate a basic reprt fr the mappings where surce SharePint 2013/2016 farm slutins and/r apps are selected t deply, r SharePint 2013/2016 user slutins are selected t deply t destinatin farm r Web applicatins. If n farm slutins r apps are selected in the Surce nde, the jb f the plan will fail. If surce farm slutins r apps are selected in sme mappings f the plan, the mappings that d nt have farm slutins r apps selected will be skipped in the jb. T generate a full reprt, a license fr SharePint Cde Analysis Framewrk is required. Advanced Predefined Scheme Settings The fllwing advanced settings are available fr cnfiguring a predefined scheme: By Hur By Week Specify prductin time: Frm t Run the backup jb n the selected prductin time. Select time belw Select the time yu want t run the backup jb. T add several run jb time, click Add. Run every week(s); On Specify the days f the week t run the plan n, and after hw many weeks t recur. By Mnth On day f Select the day and the mnth t run the backup jb. Day f every mnth(s) Select the day and the mnth interval t run the backup jb. The f every mnth(s) Select the time and the interval fr the backup jb. The f Select the day and the mnth fr the backup jb. DcAve 6 Deplyment Manager 41

43 Cnfiguring Restricted File System Files In rder t avid affecting the functin f the SharePint system after the File System Deplyment, Deplyment Manager als prvides a way t blck sme files, which will be restricted t deply frm the surce t the destinatin. T cnfigure restricted file system files, cmplete the fllwing steps: 1. Select File System Cnfiguratin n the ribbn f the Settings grup. The File System Cnfiguratin windw appears. Click Clse t exit the windw. All the Web frnt-end servers are displayed in this windw. 2. Select Cnfigure after the Web frnt-end n which the files that yu will cnfigure reside, r select the Web frnt-end, and then select Cnfigure n the ribbn f the File System Cnfiguratin windw. The Cnfigure page appears. *Nte: Yu can als right-click n the Web frnt-end server in the surce farm tree, and then click Cnfigure in the menu that appears t cnfigure the restricted files n the Web frnt-end server. 1. Cnfigure settings in the Cnfigure page: Restricted File Type Enter the file extensins in the text bx. Use the semicln (;) as the separatr. The file types in the crrespnding Web frnt-end server will be restricted frm deplyment t the destinatin. Restricted Paths The file paths and the files cntained in thse paths will be restricted frm deplyment t the destinatin. Click Add t add mre paths. Click the Delete ( ) buttn t delete the added path. 2. Click OK t save the settings. Click Clse t exit the Cnfigure interface and return t the File System Cnfiguratin windw withut saving any changes. DcAve 6 Deplyment Manager 42

44 Cnfiguring Queues Lcally Yu can dwnlad the deplyment queue as an Excel file t yur cmputer t be cnfigured lcally. After it is cnfigured, it can be upladed t DcAve Deplyment Manager. This allws yu t cnveniently deply multiple bjects frm the surce ndes t destinatins instead f adding multiple mappings t the Queue in the DcAve Deplyment Manager. Dwnlading Queue as Excel Files Refer t the fllwing steps t dwnlad the Excel file: 1. Create a deplyment mapping accrding t yur requirement. The Dwnlad Queues buttn will be highlighted n the ribbn. Fr mre infrmatin n hw t create a deplyment mapping, refer t the Creating a Deplyment Mapping sectin in this guide. 2. Click Dwnlad Queues, the brwser dwnlad prmpt appears. 3. Click Save and select Save as, and then select a lcatin where yu want t stre the file in the Save As pp-up windw. Cnfiguring Queue Excel Files Yu can cnfigure all deplyment mappings using the Queue Excel file, including design element mappings, WFE mappings, slutin mappings, and shared service mappings. The table belw list the cmmn clumns in the Queue Excel file fr all types f deplyment mappings. means the clumn exists in the Queue Excel file fr the crrespnding type f deplyment mapping. N/A means the clumn des nt exist in the Queue Excel file fr the crrespnding type f deplyment mapping. Clumn Name Descriptin Design Element Web Frnt End Slutin Shared Service Order Plan Categry Plan Type The rder mappings will be deplyed. All cells in the same rw are cnfiguratins fr a single mapping. This indicates the mapping type. There are three plan types fr a design element mapping: DcAve 6 Deplyment Manager 43

45 Clumn Name Descriptin Design Element Web Frnt End Slutin Shared Service Deply, Imprt, and Exprt. Surce Farm Surce Path Surce Nde Level Checked Select All Include New Destinatin Farm The surce farm name. If the plan type is Imprt, yu need t leave this field blank. The full path f the surce nde. The bject level f the surce nde. The status whether r nt the surce nde is selected. The setting whether r nt t select all child ndes in the current nde. The setting whether r nt t include newly created child nde in the current nde. The destinatin farm name. N/A N/A Destinatin Path The full path f the destinatin nde. Destinatin Nde Level The bject level f the destinatin nde. DcAve 6 Deplyment Manager 44

46 Clumn Name Descriptin Design Element Web Frnt End Slutin Shared Service Destinatin Nde Checked The status whether the destinatin nde is selected. The table belw lists the surce path examples that can be used in the Queue Excel file. Surce Object Surce Path Web applicatin Web applicatin name Fr example: Site cllectin Site cllectin URL Fr example: Tp-level site Site cllectin URL Fr example: *Nte: The value f the Surce Nde Level yu specified shuld be Site. Site Site URL Fr example: Site settings Site URL/site settings Fr example: Settings SharePint designer bjects (in site level) Site URL Fr example: *Nte: The value f the Surce Nde Level yu specified shuld be DesignObjRtFlder. SharePint designer bjects (in list level) List path DcAve 6 Deplyment Manager 45

47 Surce Object Surce Path Fr example: /Lists/*:{listname} *Nte: The value f the Surce Nde Level yu specified shuld be DesignObjRtFlder. List Site URL/lists/*:{List Name} Fr example: name} Site clumn Site URL/*:{Site Clumn Name} Fr example: Cntent type Site URL/cntent type name Fr example: List settings List path/list settings Fr example: name}/list Settings Rt flder List path Fr example: name} *Nte: The value f the Surce Nde Level yu enter shuld be RtFlder. Flder Rt flder path/flder name Fr example: Item Flder path/item ID r dcument name DcAve 6 Deplyment Manager 46

48 Surce Object Surce Path Fr example: ame/itemid r dcumentname Design flder (in site level) SharePint designer bjects path/*:{design Flder Name} Fr example: Design flder (in list level) SharePint designer bjects path/*:{design Flder Name} Fr example: ldername Design item (in site level) Design flder path/item ID r dcument name Fr example: mid r dcumentname Design item (in list level) Design flder path/item ID r dcument name Fr example: r dcument name File system flder Exprt lcatin name/designmanager2010/exprted plan name/exprted jb ID Example: exprtlcatinname/designmanager2010/planname/jbid The table belw lists the specific clumns in the Queue Excel file fr design element mappings: Clumn Name Language Mapping Name User Mapping Name Descriptin The name f the language mapping yu want t use in the deplyment. The name f the user mapping yu want t use in the deplyment. DcAve 6 Deplyment Manager 47

49 Clumn Name Dmain Mapping Name Surce Filter Plicy Name Destinatin Filter Plicy Name Exprt Lcatin Name Include Security Include User Cntent Include User Prfiles Descriptin The name f the dmain mapping yu want t use in the deplyment. The name f the surce filter plicy yu want t use in the deplyment. The name f the destinatin filter plicy yu want t use in the deplyment. The name f the exprt lcatin yu want t use in the ffline deplyment. The surce cntent setting whether t deply user and/r grup permissins t destinatin. The surce cntent setting whether t deply the custmized cntent t destinatin. The surce cntent setting whether t deply user prfile t destinatin. The cntainer level cnflict reslutin. Cntainer Cnflict Reslutin Cntent Cnflict Reslutin The cntent level cnflict reslutin. Recursin Deply T Relative Lists and Sites Include Wrkflw Definitin The cnflict reslutin setting whether t check lwer bjects. The setting whether t deply the surce cntent types t the relative lists and sites. The setting whether t deply the definitin f existing surce wrkflws t destinatin. DcAve 6 Deplyment Manager 48

50 Clumn Name Deply Item Deply Item Cnflict Reslutin Preserve Null Clumn Values Batch Prcessing Type Descriptin The setting whether t deply the item-dependent clumns and cntent types t maintain item integrity. The cnflict reslutin fr dependent items clumns and cntent types. The setting whether t preserve the null value f item clumns in the surce. The batch prcessing setting. Deply Apps The setting whether t deply surce apps. App Cnflict Reslutin The app cnflict reslutin. Surce Site Cllectin ID The ID f the surce site cllectin. Destinatin Site Cllectin ID The ID f the destinatin site cllectin. Cpy Managed Metadata Service Cpy Managed Metadata Service Level Pattern ID The setting whether t cpy the surce Managed Metadata Service. The cpying bject level f the Managed Metadata Service: entire service, the related term sets, r the terms and their parents assciated directly with the cntent. The ID f the pattern. The table belw lists the specific clumns in the Queue Excel file fr WFE mappings: Clumn Name Surce Agent Descriptin The surce Agent yu want t use in the deplyment. DcAve 6 Deplyment Manager 49

51 Clumn Name Destinatin Agent SharePint Management Shell Cmmand Descriptin The destinatin Agent yu want t use in the deplyment. The SharePint Management Shell cmmand. Include Cntent Cnflict Reslutin The cnflict reslutin setting whether t include cntent when dealing with the cnflict. The cnflict reslutin. Include Web Cnfiguratin XPath The setting whether t deply the related cntent frm the web.cnfig file using XPath syntax. The XPath syntax. Include parent nde's prperties if the parent nde des nt exist in destinatin. The setting whether t Include parent nde's prperties if the parent nde des nt exist in destinatin. The table belw lists the specific clumns in the Queue Excel file fr slutin mappings: Clumn Name Slutin Operatin Type Deply T Descriptin The peratin t take n the slutin in the destinatin: Retract, Remve, Deactivate, Activate, r Upgrade. The destinatin nde where yu want t deply the slutin. Cnflict Reslutin The cnflict reslutin. Slutin Stre Type This indicates the surce (Slutin Stre r File System) frm where the slutin yu want t deply t the destinatin. This is nly used fr the Imprt plan type. DcAve 6 Deplyment Manager 50

52 Clumn Name Strage Plicy Name Descriptin Descriptin The name f the strage plicy yu want t use in the ffline deplyment. The descriptin fr the slutin. The table belw lists the specific clumns in the Queue Excel file fr Shared Service mappings: Clumn Name User Mapping Name Dmain Mapping Name Cnflict Reslutin Descriptin The name f the user mapping yu want t use in the deplyment. The name f the dmain mapping yu want t use in the deplyment. The cnflict reslutin. Recursin The cnflict reslutin setting whether t check lwer bjects. Include Wrkflw Definitin Deply Cnfiguratin Deply Security Refresh All The setting whether t deply the definitin f existing surce wrkflws t destinatin. The setting whether t deply prperties, descriptins, and titles t destinatin. The setting whether t deply user and/r grup permissins t destinatin. The setting whether t update all published cntent types when the next time the cntent type subscriber timer jb runs. The table belw lists the clumns in the Plan Settings sheet f the Queue Excel file fr all types f deplyment mappings. DcAve 6 Deplyment Manager 51

53 Plan Name Clumn Name Descriptin The name f this plan yu are abut t create. Plan Categry The plan categry. Descriptin The descriptin f the plan. Backup the Destinatin Envirnment The status whether t back up the destinatin envirnment. Strage Plicy Ntificatin The name f the strage plicy where yu want t stre the backup data fr the destinatin envirnment. The ntificatin prfile yu select t use in the plan. Plan Grup The plan grup yu want t add this plan t. Uplading Queue Excel Files Once yu have finished cnfiguring the Queue file, refer t the fllwing steps t uplad the Excel file: 1. In the Hme tab f Deplyment Manager, click Uplad Queues n the ribbn, the brwser Open windw appears. 2. Select the cnfigured Excel file and click Open t uplad it. 3. After clicking Open in the pp-up windw, yu will see the fllwing message: The jb {0} is started, please g t Jb Mnitr if yu want t view the jb details. {0} is the jb ID. Yu can click the Jb Mnitr link in the message t g t the Jb Mnitr t see the uplading jb infrmatin. The detailed mapping infrmatin will be displayed in Jb Mnitr, refer t DcAve 6 Jb Mnitr Reference Guide. 4. After the uplading jb finished, a plan in the name yu define in the Plan Settings sheet f the Excel file will be created. Yu can manage this plan in Plan Manager. DcAve 6 Deplyment Manager 52

54 Queue Tls Queue tls allw yu t manage the Deplyment mappings in the Hme tab f Deplyment Manager. The fllwing actins can be perfrmed in the Queue Tls tab: Add New Mappings Click Add New Mappings. This brings yu back t the Hme tab t create a new deplyment mapping. Edit Edit the selected mapping. Yur selectins will appear in the Surce and Destinatin pane where yu can make changes t the mapping. Edit Mapping Settings Click Edit n the ribbn and click Edit Mapping Settings in the drp-dwn menu r click Mapping Settings n the lwer-left crner f the screen. The Mapping Settings are displayed. Fr the details n hw t cnfigure the mapping settings, refer t the Creating a Deplyment Mapping sectin in this guide. Edit Mapping Surce and Destinatin Yu can directly edit the selected mapping s surce and the destinatin when yu access t the Queue Tls interface. Or yu can make edits after yu have edited the mapping settings. Once yu have finished editing the selected mapping s settings, the Edit Mapping Surce and Destinatin will be highlighted. Click Edit n the ribbn and click Edit Mapping Surce and Destinatin frm the drp-dwn menu r click Edit Mapping Surce and Destinatin n the lwer-left crner f the screen. Delete Delete the selected mapping. A warning message will appear cnfirming the deletin. Click OK t prceed with the deletin r click Cancel t return t the Queue Tls tab withut deleting the mapping. Disable Disable the selected mapping in the plan. Disabled mappings will be skipped when the plan is run. Enable Enable the selected mapping in the plan. Create Cntainer In the Destinatin pane, enter the name f a new cntainer in the available field, and then click Create Cntainer. The Create Cntainer windw appears. Cnfigure settings fr the cntainer yu are abut t create and click OK. Cancel Exit the Queue Tls interface. Edit Plan Settings Click Edit Plan Settings t access the Edit Plan page. Fr mre detailed n hw t cnfigure the plan settings, refer t the Creating a Deplyment Plan sectin in this guide. DcAve 6 Deplyment Manager 53

55 Save Mapping Save any changes made t the selected mapping. DcAve 6 Deplyment Manager 54

56 Managing Slutins The fllwing tw sectins explain hw t manage slutins thrugh pre-creating slutin queues and using the slutin tls. Pre-Creating Slutin Queues Pre-creating slutin queues allws yu t cnfigure grups f slutins t be managed tgether with specific actins. Saved queues allw yu t repeat similar actins withut having t g thrugh the cnfiguratin steps each time. T create a user slutins queue, cmplete the fllwing steps: 1. Click Start with Online Deply in the right-hand pane f the landing page r click Online Deply n the ribbn. 2. In the Surce pane, click the farm name t expand its data tree. Select a Web applicatin t expand the data tree t the User Slutin Gallery nde, click User Slutin Gallery, and select user slutins. 3. Click Add t Queue n the ribbn r n the middle-lwer part f this page, the Add t Queue windw appears. 4. Select the actins Activate, Deactivate, r Upgrade fr the slutins. Fr the details n the actins fr slutins, refer t the Slutin Tls sectin in this guide. 5. Click OK t add t the queue r Cancel t return t the Surce and Destinatin selectin interface. Repeat the previus steps t add mre slutin imprt mappings t the queue. 6. Once yu have finished adding mappings t the Queue, click Save t save the mappings and settings as a plan, and fllw the instructins in Creating a Deplyment Plan. T execute the mappings immediately, click Run n the ribbn r at the lwer-right crner f the page. T manage farm slutins thrugh adding t queue, cmplete the fllwing steps: 1. Click Start with Online Deply in the right-hand pane f the landing page. 2. In the Surce pane, click the farm name t expand its data tree. Click Farm Slutins and select the farm slutins yu want t manage. 3. Click Add t Queue n the ribbn, and the Add t Queue windw appears. 4. Select the actins Retract r Remve fr the farm slutins. Fr the details n the actins fr slutins, refer t the Slutin Tls sectin in this guide. Yu shuld als cnfigure the Slutin Infrmatin in this page. If yu select t retract the farm slutins, then chse the Web applicatins where yu want t retract frm. If DcAve 6 Deplyment Manager 55

57 yu select t remve this farm slutins, then yu can view the slutin infrmatin in the Slutin Infrmatin field. 5. Click OK t add t the queue r Cancel t return t the Surce and Destinatin selectin interface. Repeat the previus steps t add mre slutin imprt mappings t the queue. Once yu have finished adding mappings t the queue, click Save t save the mappings and settings as a plan, and fllw the instructins in Creating a Deplyment Plan. T execute the mappings immediately, click Run n the ribbn r at the lwer-right crner f the page. Slutin Tls Whenever a slutin is selected in the Surce pane, the Slutin Tls tab will appear at the tp f the Deplyment Manager interface. Click the Slutin Tls tab t manage deplyed slutins. Fr farm slutins, yu can perfrm the fllwing actins n any selected slutins: Details Review detailed infrmatin abut the selected slutins in a pp-up windw. In the Slutin Details pp-up windw, click the tab t display infrmatin abut the crrespnding slutin. Click Retract n the ribbn t retract the slutin r click Remve n the ribbn t remve the slutin. Retract In the Retract Slutin pp-up windw, chse the Web applicatin t retract each slutin. When yu have finished making yur selectins, click OK t retract the slutin, r Cancel t return t the Slutin Tls page. Retracted slutins remain in the Slutin Stre and may be redeplyed later. Remve Remve the slutins frm the Slutin Stre. Once a slutin has been remved, it cannt be redeplyed until it has been reinstalled t the Slutin Stre. Fr user slutins, yu can perfrm the fllwing actins n any selected slutins: Activate Activate the slutin within the lcal farm. Deactivate Deactivate the slutin within the lcal farm. Upgrade Upgrade the currently active slutin t the selected versin. DcAve 6 Deplyment Manager 56

58 Deplying Apps In SharePint 2013 and/r SharePint 2016 and SharePint Online, Deplyment Manager supprts deplying apps frm the surce t the destinatin. Creating a Deplyment Mapping fr Deplying Apps If yu select a Web applicatin, site cllectin, site, r app as the surce nde and then select a destinatin nde t create a deplyment mapping, in the Add t Queue windw, yu can select t deply the surce apps t the destinatin by selecting the Include apps checkbx. Fr detailed infrmatin n creating a deplyment mapping, refer t Creating a Deplyment Mapping. Hw t Find the Apps Nde If yu want t deply an app t the destinatin, yu must first select an app in the surce and then select a destinatin nde t create a mapping. T find the apps nde in the surce: 1. Click n the farm tree t expand t the site cllectin level. 2. Expand the site cllectin t the tp-level site r t the site where the deplyed apps reside. The Apps nde appears under the tp-level site r the site level. Helpful Ntes fr Deplying Apps Yu can deply the surce app t a destinatin web applicatin, site cllectin, r site. If there is an app whse prduct ID is same as the selected surce ne in the destinatin, the surce app can als be deplyed t this destinatin app. Yu can deply the app alng with its app data by cmpleting the fllwing: Select the desired app nde and the related App Data nde n the farm tree. Deply the app by selecting the desired app nde and deselecting the related App Data nde n the surce farm tree, and then select the destinatin nde t perfrm the deplyment. Deplying the App Catalg Site t Destinatin Deplyment Manager als supprts deplying the surce App Catalg Site t a destinatin. Yu must select the App Catalg Site as the surce, and refer t the fllwing cnditins when selecting a different destinatin nde level: Select a Web applicatin as the destinatin: DcAve 6 Deplyment Manager 57

59 If there is an App Catalg Site type site cllectin under the selected web applicatin that has the same relative URL as the surce App Catalg Site, and the destinatin site cllectin has the same template as the surce App Catalg site, the surce App Catalg Site, alng with its data, will be deplyed t the destinatin site cllectin. If there is an App Catalg Site type site cllectin under the selected web applicatin that has the same relative URL as the surce App Catalg Site, and the destinatin site cllectin has a different template frm the surce App Catalg site, the surce App Catalg Site will be deplyed t the destinatin site cllectin, but the deplyed App Catalg Site cannt be used t add apps. If there is n App Catalg Site type site cllectin under the selected web applicatin that has the same relative URL as the surce App Catalg Site, an App Catalg Site will be created, and the surce App Catalg Site, alng with its data, will be deplyed t the destinatin site. Select a site cllectin as the destinatin: If the site cllectin is an App Catalg Site and has the same template as the surce, the surce App Catalg Site, alng with its data, will be deplyed t the destinatin site cllectin. If the site cllectin is an App Catalg Site but has a different template frm the surce, the surce App Catalg Site will be deplyed t the destinatin site cllectin, but the deplyed App Catalg Site cannt be used t add apps. If the site cllectin is nt an App Catalg Site, the surce App Catalg Site will be deplyed t the destinatin site cllectin, but the deplyed App Catalg Site cannt be used t add apps. Manually create a site cllectin as the destinatin: If the newly created site cllectin has been set t be an App Catalg Site in SharePint and its template is the same as the surce, the surce App Catalg Site, alng with its data, will be deplyed t the destinatin site cllectin. If the newly created site cllectin has been set t be an App Catalg Site in SharePint and its template is different frm the surce, the surce App Catalg Site will be deplyed t the destinatin site cllectin, but the deplyed App Catalg Site cannt be used t add apps. If the newly created site cllectin is nt set t be an App Catalg Site in SharePint, the surce App Catalg Site will deply t the destinatin site DcAve 6 Deplyment Manager 58

60 cllectin, but the deplyed App Catalg Site cannt be used t add apps. Deplying One App t Multiple Site Cllectins r Sites in Destinatin An app is supprted being deplyed t multiple site cllectins r sites in the destinatin. Fr mre infrmatin n Deplyment Mapping, refer t Deplying One Surce Object t Multiple Site Cllectins r Sites in Destinatin. Refer t Deplyment Mapping Ntes fr the ntes f creating a deplyment mapping. Offline Deplyment fr Apps in a Web Applicatin An app is supprted fr perfrming an ffline deplyment. Refer t Offline Deplyment fr Objects in a Web Applicatin fr details. Cnfiguring Queues Lcally The app queue is als supprted being cnfigured lcally. Refer t Cnfiguring Queues Lcally fr details. DcAve 6 Deplyment Manager 59

61 App Tls App Tls allws yu t check the upgrade status f an app and upgrade the app. When yu select the Web Applicatin, Site Cllectin, Site, and App level in the surce, the App Tls tab appears. Checking fr App Updates Refer t the fllwing steps t check whether the apps need t be updated: 1. Select a Web applicatin, site cllectin, r site in which the apps will be checked. The App Tls tab appears. 2. Click the App Tls tab. The Check fr Updates buttn appears n the ribbn. 3. Click Check fr Updates n the ribbn. A message appears. Yu can select the Include apps that d nt need t be updated in the jb details checkbx t include the infrmatin f the apps that d nt need t be upgraded in the jb reprt. Then, click OK. *Nte: Yu can als click Add t Queue n the middle lwer page t add the mapping t queue. Yu can add multiple mappings t queue and then click Check fr Updates. 4. A message appears n the tp f the screen. Click the Jb Mnitr link in the message. 5. In Jb Mnitr, after the jb finishes, yu can select the jb, and then click View Details n the ribbn. 6. Select the Queue tab in the Plan Details page. 7. Select the mapping yu want t view details fr and click View Details n the ribbn. 8. In the Jb Details page, click the Details tab. If the value in the Update Available clumn is true, the app will need t be upgraded. If yu want t dwnlad the jb details, select the Jb Mnitr tab, then select the jb, and click Dwnlad n the ribbn. Select Dwnlad Jb Details frm the drp-dwn list, select a reprt frmat (TXT, CSV, and XLS), and then click OK t save the file. In the Excel reprt, yu can view the Reprt tab t view the app update infrmatin. DcAve 6 Deplyment Manager 60

62 Figure 4: App Update Details in the Excel Reprt. Pushing App Updates Refer t the fllwing steps t update the apps: 1. Select a Web applicatin, site cllectin, site, r app. The App Tls tab appears. 2. Click the App Tls tab. The Push Update buttn appears n the ribbn. 3. Click Push Update. A windw appears. a. Cnfigure the fllwing settings in the windw: Methd There are tw radi buttns in this field: Update the selected apps This ptin is nly enabled when yu select apps that can be updated. Select the ptin and then click OK. The selected apps will be updated. Uplad update reprt Select this ptin, and then uplad the reprt file. The apps in the reprt file will be updated. Uplad File Click Uplad t uplad a previusly exprted reprt Excel file. Refer t Checking fr App Updates fr details n hw t exprt an Excel reprt. Yu can edit the Excel reprt t add r remve the apps that yu d nt want t upgrade. Plan Name Enter a name fr the plan. Optinally, enter a descriptin fr the plan. b. Click OK t run the jb. DcAve 6 Deplyment Manager 61

63 Using Cmpare The cmpare feature allws yu t identify differences between the surce and the destinatin bjects. This feature supprts: Web applicatins, Web frnt-end, farm slutins, and shared services. *Nte: The cmpare feature nly supprts Web applicatins fr SharePint Online. By using the cmpare feature, nce the differences are identified between the surce and destinatin, yu can select bjects frm either the surce r destinatin t be deplyed t the ther side that des nt have the same bject. In the Hme tab f Deplyment Manager, click Cmpare n the ribbn. Yu will be redirected t the Cmpare page. Cmparing Online T cmpare bjects nline, cmplete the fllwing steps: 1. Under the Tree tab, within the Surce pane, click the farm name t expand its data tree, and gain access t its SharePint bjects. 2. Within the Destinatin pane, click the farm name t expand its data tree and gain access t its SharePint bjects. 3. Click Web Applicatins, Web Frnt End, r Shared Services t expand the data tree t the nde yu want t cmpare. Farm Slutins can be directly selected fr cmparing. 4. After selecting the ndes that yu want t cmpare, click Cmpare Online n the ribbn. Yu can als click Cmpare n the lwer-right crner f the screen. A drpdwn list appears. Select Cmpare Online. 5. Yu are redirected t a screen under the Cmparisn tab. The ndes yu selected under the Tree tab are displayed in the Surce pane and Destinatin pane. Expanding the data tree in the Surce pane will als expand the data tree in the Destinatin pane. If there is a difference between the surce and destinatin ndes n a certain bject level, the bjects will be highlighted in light range, and a checkbx will appear in frnt f the surce nde. When cmparing bjects in the Web applicatin level, and there are differences between the surce and destinatin ndes n the files/items level, Site Settings level, List Settings level, and Apps level, an ellipsis ( the ellipsis ( ) buttn will appear after the surce nde. If yu click ) buttn, a tltip appears displaying the different cmpared elements. DcAve 6 Deplyment Manager 62

64 a. Select the checkbx in frnt f an bject t create a deplyment mapping. An arrw will appear between the Surce pane and the Destinatin pane after yu select the crrespnding checkbx. If an bject exists in the surce tree, but des nt exist in the destinatin, a right arrw ( ) appears. In this case, the surce bject will be deplyed t the destinatin. If an bject exists in the destinatin tree, but des nt exist in the surce, a left arrw ( ) appears. In this case, the destinatin bject will be deplyed t the surce. If the cmpared surce and destinatin have different bjects, a tw-way arrw ( ) appears. Yu can chse t deply bjects frm the surce t the destinatin r frm the destinatin t the surce by changing the arrw directin. b. Click Add t Queue n the ribbn t add this mapping t the queue. The Add t Queue windw will appear. Fr infrmatin n hw t cnfigure queue settings, see the Creating a Deplyment Mapping sectin f this guide. All the mappings will be added t the queue in the Hme page. T run the jb directly, click Run in the ribbn r in the lwer-right crner f the Hme page. Or yu can save this queue as a plan. *Nte: The selected bjects in the surce and destinatin must be using the same versin f SharePint in rder t enable the Cmpare Online buttn. Creating a Cmpare Plan Yu can create a cmpare plan t generate a cmparisn reprt that shws the differences between the surce and destinatin bjects under the Web Applicatins nde. *Nte: SharePint Online bjects d nt supprt the functin. Refer t the fllwing steps t create a cmpare plan: 1. Under the Tree tab, within the Surce pane, click the farm name t expand its data tree t shw its SharePint bjects. 2. Within the Destinatin pane, click the farm name t expand its data tree t shw its SharePint bjects. 3. Click Web Applicatins t expand the data tree t the nde yu want t cmpare. *Nte: T refresh an bject, right-click the bject, and then click Refresh. DcAve 6 Deplyment Manager 63

65 *Nte: Fr site cllectins and sites, yu can right-click and select Cpy URL t cpy the URL f this nde r click Open in brwser t pen it. 4. After selecting the ndes, click Create Cmpare Plan n the ribbn, r click Cmpare n the lwer-right crner f the screen and then select Create Cmpare Plan frm the list that appears. 5. Cnfigure the fllwing settings in the Save as a Plan page: Plan Name Enter a plan fr the plan and enter an ptinal descriptin. Cmparisn Reprt Setting Select whether t include the bjects that are same in the selected surce and destinatin ndes in the cmparisn reprt. Schedule Selectin Chse if yu want t add a schedule. If yu select N Schedule, the plan is nt run n any schedule and must be initiated manually. If yu select Cnfigure the schedule myself t cnfigure a custmized schedule. Click Add Schedule and the Add Schedule windw appears. Type Select the type f recurring schedule: By hur, By day, By week, r By mnth. Schedule Settings Set up the frequency fr the scheduled jb. If yu select the type as By hur, By week, r By mnth, yu can als select the Advanced checkbx t cnfigure mre settings fr the frequency. Fr mre infrmatin, see the Advanced Predefined Scheme Settings sectin belw. Range f Recurrence Specify when t start and end the running the recurring schedule. Start time Set up the time t start the plan under the Start time. *Nte: The start time cannt be earlier than the current time. N end date Select this ptin t run the plan indefinitely r until yu stp the plan manually. End after specified ccurrences Select this ptin t stp the plan after a specified number f ccurrences. End by Set up the time t end the plans. Click OK t save the settings. After cnfiguring the schedule fr this jb, click Calendar View t view the jb in a calendar view. DcAve 6 Deplyment Manager 64

66 *Nte: If the plan is added t a plan grup, the plan schedule will be managed by the grup schedule. The schedule settings defined here will take effect if the plan is executed independent f the plan grup r remved frm the grup. Ntificatin Chse the type f ntificatin and designate which DcAve users will receive the ntificatin reprt. Select a ntificatin prfile frm the drp-dwn list. Click View next t the drp-dwn list t view the details f the ntificatin prfile r click New Ntificatin Prfile. Fr infrmatin n creating a ntificatin prfile, see the DcAve 6 Cntrl Panel Reference Guide. Assciate Plan Grup Add the plan t ne r mre plan grups t manage multiple plans with cmmn settings. Select a plan grup frm the drp-dwn menu r click New Plan Grup. Fr infrmatin n creating a plan grup, see the DcAve 6 Cntrl Panel Reference Guide. 6. Click Save n the ribbn r at the bttm f the screen. Click Save t save the plan r click Save and Run Nw t run it immediately. Click Cancel t return the Cmpare page withut saving the plan. After the jb finishes, yu can g t the Jb Mnitr t view the jb infrmatin. Select the checkbx befre the jb, click Dwnlad n the ribbn, and then click Dwnlad Jb Details frm the drp-dwn list t generate the cmparisn reprt. Cmparing in Different Tree Levels Deplyment Manager allws yu t cmpare Web applicatins, Web-frnt end, farm slutins, and shared services. The fllwing sectins illustrate the cmparing rules and cnditins f the bjects in each level. Rules fr Cmparing Objects in a Web Applicatin Refer t the fllwing rules when yu cmpare the bjects in a Web applicatin: Objects in the Web applicatin supprt the cmparisn between: The surce site cllectin and the destinatin site cllectin The surce site and the destinatin site Yu can directly select the user slutin gallery nde under the Tree tab in the Cmpare page, and then click Cmpare n the ribbn t cmpare the user slutins under the Cmparisn tab. Alternatively, yu can select the user slutin s crrespnding site r site cllectin and click Cmpare n the ribbn t cmpare the user slutins under the Cmparisn tab. Site cllectins with the same URL cannt be cmpared. Sites with the same URL cannt be cmpared. DcAve 6 Deplyment Manager 65

67 If the wrkflw, item, file, cntent type, and clumn in the surce are the same as thse in the destinatin, they cannt be laded in the cmpare tree. Specific rules fr site cntent types: The surce and destinatin site cntent types are cmpared by their cntent type IDs. If the IDs are the same, the site cntent types will be cmpared by their settings. The surce and destinatin site cntent types with the different cntent type IDs will be highlighted in the cmpare tree. Yu can add them t the queue by selecting the crrespnding checkbx. If the surce and destinatin cntent types have the same cntent type ID, but their settings are different, the cntent type will be highlighted in the cmpare tree. Yu can add t the queue by selecting the crrespnding checkbx. If the surce and destinatin settings f the cntent types are the same and they have the same cntent type IDs, they will nt be displayed in the cmpare tree. Specific rules fr site settings: If there are sme differences between the surce and destinatin site settings, the site settings will be highlighted in the cmpared tree. Yu can add t queue by selecting the crrespnding checkbx. Click the ellipsis ( ) buttn t view the detailed elements f the surce and destinatin site settings. Specific rules fr apps: The surce and destinatin apps are cmpared by their prduct IDs. If the prduct IDs f the surce app and the destinatin app are different, apps will be highlighted in the cmpare tree. Yu can add t queue by selecting the crrespnding checkbx. If the prduct IDs are the same, the apps will be cmpared by their versins; if their versins are different, the apps will be highlighted in the cmpared tree. Yu can add t queue by selecting the crrespnding checkbx. If there are sme differences between the surce and destinatin apps, the apps will be highlighted in the cmpared tree. Yu can add t the queue by selecting the crrespnding checkbx. Click the ellipsis ( ) buttn t view a detailed versin infrmatin f the apps. Specific rules fr list settings: If there are sme differences between the surce and destinatin list settings, the list settings will be highlighted in the cmpared tree. Yu can DcAve 6 Deplyment Manager 66

68 add t queue by selecting the crrespnding checkbx. Click the ellipsis ( ) buttn t view the detailed elements f the surce and destinatin list settings. Specific rules fr items: The surce and destinatin items are cmpared by their item IDs. If the item IDs f the surce item and the destinatin item are different, items will be highlighted in the cmpare tree. Yu can add t queue by selecting the crrespnding checkbx. If the item IDs are the same, the items will be cmpared by their last mdifiers, last mdified time, versin cunt and their latest versins. If their last mdifiers, last mdified time, versin cunt r their latest versins are different, the items will be highlighted in the cmpared tree. Yu can add t yur queue by selecting the crrespnding checkbx. Click the ellipsis ( ) buttn t view the detailed differences f the surce and destinatin items. If the items have the same IDs, and their last mdifiers, last mdified time, versin cunt and latest versins are the same, then they will be cmpared by their versins. If their versins are different, they will be highlighted in the cmpared tree. Yu can add t yur queue by selecting the crrespnding checkbx. The tltip appears after clicking the ellipsis ( ) buttn, with the fllwing message: There are differences between the surce and destinatin versins f this file/item. T view the differences, pen the file/item in SharePint. Fr example, if the surce and destinatin items ID, last mdifiers, last mdified time, versin cunt, and latest versins are the same, but the item versins in the surce are 1.0, 2.0, 4.0, then the item versins in the destinatin are 1.0, 3.0, 4.0, then the items are different and they will be highlighted in the cmpared tree. Specific rules fr files: The surce and destinatin files are cmpared by their names (including the extensin). If the surce file name and the destinatin file name are different, the files will be highlighted in the cmpare tree. Yu can add t the queue by selecting the crrespnding checkbx. If the file names are the same, the files will be cmpared by their last mdifiers, last mdified time, versin cunt, and their latest versins. If their last mdifiers, last mdified time, versin cunt, r their latest versins are different, the files will be highlighted in the cmpare tree. Yu can add t yur queue by selecting the crrespnding checkbx. DcAve 6 Deplyment Manager 67

69 Click the ellipsis ( ) buttn t view the detailed differences f the surce and destinatin files. If the surce and destinatin files have the same names, and their last mdifiers, last mdified time, versin cunt, and latest versins are the same, then they will be cmpared by their versins. If their versins are different, they will be highlighted in the cmpare tree. Yu can add t yur queue by selecting the crrespnding checkbx. The pp-up message appears after clicking the ellipsis ( ) buttn, and the fllwing message is displayed: There are differences between the surce and destinatin versins f this file/item. T view the differences, pen the file/item in SharePint. Fr example, if the surce and destinatin files name, last mdifiers, last mdified time, versin cunt, and latest versins are the same, but the file versins in the surce are 1.0, 1.1, 1.2, 1.3, and 2.0 and the file versins in the destinatin are 1.0, 1.2, 1.3, 1.4, and 2.0, then the files are different and they will be highlighted in the cmpared tree. Supprted Objects and Cmparing Cnditins fr SharePint On-Premises The fllwings are the bjects that are supprted t be cmpared and their cmparing cnditins: Supprted Objects Elements Cmpared Site settings Lk and Feel Title, descriptin, and icn (in SharePint 2010) Title, descriptin, and lg (in SharePint 2013/SharePint 2016) Welcme page Navigatin Tree view Site theme (in SharePint 2010) Lk (in SharePint 2013/SharePint 2016) Page layuts and site templates Image Renditins (in SharePint 2013/SharePint 2016) Site Administratin Reginal settings DcAve 6 Deplyment Manager 68

70 Supprted Objects Elements Cmpared RSS Search and ffline availability Site Clsure and Deletin (in SharePint 2013/SharePint 2016) Site Cllectin Administratin Site Actins Site Plicies (in SharePint 2013/SharePint 2016) Features Event Handlers Reprting Services Search Reprting Services Site Settings Search and ffline availability (in SharePint 2013/SharePint 2016) Search Settings Sites Apps URL Prduct ID Versin Site Wrkflw Lists/libraries List Wrkflw Site cntent types Name Title Name ID Cntent type settings Site cntent type wrkflw Site clumns Name ID Clumn Prperties List settings Title, descriptin and navigatin (in SharePint 2010) List name, descriptin and navigatin (in SharePint 2013/SharePint 2016) DcAve 6 Deplyment Manager 69

71 Supprted Objects Elements Cmpared Versining settings Advanced settings Rating settings Audience targeting settings Enterprise Metadata and Keywrds Settings Clumns setting Cntent type Setting Event Handlers Wrkflw Settings Validatin settings RSS settings List Prperties Infrmatin management plicy settings List clumn List cntent type List cntent type wrkflw Flder Items ID Parent site cntent type ID + list cntent type name Name Name ID Last Mdifier Last Mdified Time Latest Versin Versin Cunt Versins Files Name + file extensin DcAve 6 Deplyment Manager 70

72 Supprted Objects Elements Cmpared Last Mdifier Last Mdified Time Latest Versin Versin Cunt Versins User slutins Slutin name + extensin, slutin status Supprted Objects and Cmparing Cnditins fr SharePint Online Supprted Objects SharePint Designer Objects (Site level) Site Lists Flder File Item SharePint Designer Objects (List Level) Design Lists Flder Name URL Name Name Elements Cmpared Name + Extensin, Last Mdifier, Versin, Versin Cunt, Last Mdified Time TpGuid, Last Mdifier, Versin, Versin Cunt, Last Mdified Time Flder Name Name Rules fr Cmparing Web-Frnt End Refer t the fllwing rules when yu cmpare the Web-frnt end level: The Web-frnt end level supprts the cmparisn between: The surce Web-frnt end and the destinatin Web-frnt end The surce IIS site files and the destinatin IIS Site files The surce IIS site and the destinatin IIS site The surce glbal assembly cache and the destinatin glbal assembly cache DcAve 6 Deplyment Manager 71

73 The surce custm features and the destinatin custm features The surce SharePint site definitins and the destinatin SharePint site definitins The surce file system and the destinatin file system Specific rules fr IIS site files: The IIS sites will be highlighted in the cmpare tree if their IDs r names are different. Yu cannt add t queue. If the surce and destinatin IIS sites have the same ID r name, they will nt be highlighted. Yu can cntinue t lad the files r flders by clicking the IIS sites, these flders and files are cmpared by their names. The surce and destinatin flders r files will be highlighted if their names are different, yu can add t queue after selecting the crrespnding checkbx. If the surce and destinatin files under the IIS sites have the same name, they will nt be displayed in the cmpare tree. If the surce and destinatin flders under the IIS sites have the same name, they are nt highlighted. Yu can click the flders t expand t the file level, but if the surce and destinatin files under these flders have the same name, they will nt be displayed in the cmpare tree. *Nte: Web.cnfig files are nt supprted t cmpare. Specific rules fr glbal assembly cache: The surce and destinatin glbal assembly cache files with the same names will nt be displayed in the tree. The surce and destinatin glbal assembly cache files with the different names will be highlighted in the cmpare tree. Yu can add t yur queue by selecting the crrespnding checkbx. Specific rules fr custm features: The surce and destinatin custm features with the same feature ID will nt be displayed in the cmpare tree. The surce and destinatin custm features with the different feature IDs will be highlighted in the cmpare tree, yu can add t yur queue by selecting the crrespnding checkbx. Specific rules fr site definitins: DcAve 6 Deplyment Manager 72

74 The surce and destinatin site definitins with the same site template names r cnfiguratin IDs will nt be displayed in the cmpare tree. The surce and destinatin site definitins with the same site templates but different cnfiguratin IDs will be highlighted in the cmpare tree. Yu can add t yur queue by selecting the crrespnding checkbx. The surce and destinatin site definitins with the same cnfiguratin IDs but different site templates will be highlighted. Yu can add t yur queue by selecting the crrespnding checkbx. The surce and destinatin site definitins with the different site templates and cnfiguratin IDs will be highlighted. Yu can add t yur queue by selecting the crrespnding checkbx. Specific rules fr file system: The surce and destinatin file system files r flders with the same names and same mdified time will nt be displayed in the cmpare tree. The surce and destinatin file system files r flders with the different names are highlighted in the cmpare tree. Yu can add t the queue by selecting the crrespnding checkbx. The surce and destinatin file system files r flders with the same names but different mdified time will be highlighted in the cmpare tree. Yu can add t yur queue by selecting the crrespnding checkbx. Supprted Objects and Cmparing Cnditins The fllwings are the bjects that are supprted t cmpare and their cmparing cnditins: Supprted Objects Cmparing Cnditins In the Same Farm Acrss Farms IIS site files ID Name IIS sites D nt cmpare the IIS sites, nly cmpare the flders r files under the IIS sites, yu can refer t rules fr IIS site files sectin fr mre infrmatin. Glbal assembly cache Name Name Custm features Feature ID Feature ID Site definitins Site template name Site template name DcAve 6 Deplyment Manager 73

75 Supprted Objects Cmparing Cnditins In the Same Farm Cnfiguratin ID File System Files Name, Last Mdified Time Acrss Farms Cnfiguratin ID Name, Last Mdified Time Flders Name, Last Mdified Time Name, Last Mdified Time Rules fr Cmparing Farm Slutins Refer t the fllwing rules fr cmparing farm slutins: The surce and destinatin farm slutins with the same slutin IDs will nt be displayed in the cmpare tree. The surce and destinatin farm slutins with the different slutin IDs will be highlighted in the cmpare tree. Yu can add t yur queue by selecting the crrespnding checkbx. Supprted Objects and Cmparing Cnditins The fllwings are the bjects that are supprted t cmpare and their cmparing cnditins: Supprted Objects Cmparing Cnditins Farm slutins Slutin ID Slutin ID Rules fr Cmparing Shared Services Refer t the fllwing rules fr cmparing shared services bjects: Specific rules fr cntent type hub: The surce and destinatin cntent type hubs are cmpared by their cntent type IDs. If their cntent type IDs are the same, the cntent type hubs will be cmpared by their settings. The surce and destinatin cntent type hubs with different cntent type IDs will be highlighted in the cmpare tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin cntent type hubs have the same cntent type ID, but their settings are different, the cntent type hubs will be DcAve 6 Deplyment Manager 74

76 highlighted in the cmpare tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin settings f the cntent type hubs are the same and they have the same cntent type IDs, they will nt be displayed in the cmpare tree. Specific rules fr term grup: The surce and destinatin term grups are cmpared by their names, if their names are the same, then the term grups will be cmpared by their settings. The surce and destinatin term grups with the different names will be highlighted in the cmpare tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin term grups have the same name, but their settings are different, the term grups will be highlighted in the cmpare tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin term grups have the same name and settings, but the term sets in the term grups are different, the term grups will nt be highlighted. Yu can add the term sets under the term grups t queue by selecting the crrespnding checkbx. Specific rules fr term set: The surce and destinatin term sets are cmpared by their names, if their names are the same, then the term grups will be cmpared by their settings. The surce and destinatin term sets with the different names will be highlighted in the tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin term sets have the same settings and names, and the terms under them are the same, the term sets will nt be displayed in the tree. If the surce and destinatin term sets have the same name but different settings, they will be highlighted in the tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin term sets have the same name and settings, but the terms in the term grups are different, the term grups will nt be highlighted. Yu can add the term sets under the term grups t queue by selecting the crrespnding checkbx. Specific rules fr term: DcAve 6 Deplyment Manager 75

77 The surce and destinatin terms are cmpared by their names, if their names are same, then the term grups will be cmpared by their settings. The surce and destinatin terms with different names will be highlighted in the tree. Yu can add t queue by selecting the crrespnding checkbx. If the surce and destinatin terms have the same name, but their settings are different, the terms will nt be highlighted in the tree. But there is n checkbx in frnt f the term, yu can nly add t queue by selecting the crrespnding checkbx befre the term set. If the surce and destinatin terms have the same name and settings, but the deep-level terms are different, the current level terms will nt be highlighted. Yu can click the term t expand t the deep-level terms, the deep-level terms will be highlighted. There is n checkbx in frnt f the term, yu can nly add t queue by selecting the crrespnding checkbx befre the term set. DcAve 6 Deplyment Manager 76

78 Supprted Objects and Cmparing Cnditins The fllwing table includes the supprted bjects t cmpare and their cmparing cnditins: Cntent type hub Supprted Objects Cntent type ID Cmparing Cnditins Settings Term grup Name Settings Term set Name Settings Term Name Settings DcAve 6 Deplyment Manager 77

79 Using Custm Cmpare Deplyment Manager prvides yu with a way t custmize yur cmpare cnditin. The detailed infrmatin f yur desired cmpare bjects will be listed in the cmparisn reprt. Fr mre infrmatin, refer t \AvePint\DcAve6\Agent\Dcuments\SDK\DeplymentManager\AgentCmmnCustmCm pareapi.chm. DcAve 6 Deplyment Manager 78

80 Managing Deplyment and Cmparing Plans in Plan Manager Once a deplyment plan has been created, yu can access it by clicking n the Plan Manager tab. In the Plan Manager page, yu will see a list f all Deplyment Plans. Yu may perfrm any f the fllwing actins n a selected plan: Edit Click Edit n the ribbn, r right-click at the plan name and then select Edit frm the drp-dwn menu. Fr a deplyment plan, yu will be redirected t the Queue Tls page. Fr mre infrmatin n the mapping settings, refer t Queue Tls; Click Edit Plan Settings n the ribbn. Cnfigure the settings described in the Creating a Deplyment Mapping sectin f this guide. Fr a cmpare plan, yu will be redirected t the Edit page. Yu can then edit the selected nde in the tree. Click Settings n the ribbn, and cnfigure the settings described in the Creating a Cmpare Plan sectin f this guide. Clicking Surce and Destinatin can return t the nde selectin interface. Delete Click Delete n the ribbn, r right-click at the plan name 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. A plan with running jb cannt be deleted. Save As Select a plan, and then click Save As n the ribbn. The Save as a Plan page appears. Edit related settings and then click Save n the ribbn. Then, click Save and Run Nw, Save and Test Run, r Save n drp-dwn list that appears. Test Run Click Test Run n the ribbn. Then, click Test Run r Test Run with SPCAF n the drp-dwn list that appears. The fllwing bjects are supprted t be tested in the destinatin: Site Definitin The site definitin is tested accrding t the template f the selected site in the surce. *Nte: When the crrespnding site r site cllectin is required t be created in the destinatin fr a deplyment jb, the destinatin will be tested if it cntains the site definitin f the surce site that will be deplyed. Assemblies The assemblies are tested accrding t the Event Receiver. DcAve 6 Deplyment Manager 79

81 *Nte: Currently, nly the assemblies used by the site r list type Event Reviewer are supprted t be tested. Slutins and custm features Refer t the fllwing cnditins f testing the slutins and custm features: When the site cllectin r site is selected in the surce fr perfrming a deplyment manager plan, the slutins r custm features are tested accrding t the features f the selected site cllectin features r site features in the surce. When the cntent type is selected in the surce fr perfrming a deplyment manager plan, the slutins r custm features are tested accrding t the Feature ID f the selected cntent type in the surce. When the list is selected in the surce fr perfrming a deplyment manager plan, the slutins r custm features are tested accrding t the Template Feature ID f the selected list in the surce. Yu can see the results f the test run in Jb Mnitr. Fr mre infrmatin, see the DcAve 6 Jb Mnitr Reference Guide. *Nte: The ffline deplyment plan des nt supprt test runs. Run Nw Click Run Nw n the ribbn. Yu will see the message: The jb {0} is started, please g t Jb Mnitr if yu want t view the jb details. {0} is the jb ID. Click the Jb Mnitr link t access Jb Mnitr fr Deplyment Manager. Fr mre infrmatin n Jb Mnitr, see the DcAve 6 Jb Mnitr Reference Guide. DcAve 6 Deplyment Manager 80

82 Using Pattern Manager Pattern Manager allws yu t create a pattern, manage patterns, and deply a pattern t the destinatin. The selected surce data and specified queue settings can be saved int a pattern fr deplying the slutin t a desired destinatin. Click the Pattern Manager tab in Deplyment Manager. The Pattern Manager page appears. Yu can manage the created patterns in the page. Creating a Pattern Refer t the fllwing steps t create a pattern: 1. Click Create n the ribbn. The Create windw appears. 2. In the Farm field, select the SharePint On-Premises ptin r Registered SharePint Sites ptin. Then, select a SharePint On-Premises farm r registered SharePint Sites grup. 3. In the Scpe field, select a scpe level: Site cllectin, Site, r List t define the scpe where the data in the pattern can be deplyed. 4. Click Save t save the settings. 5. The Surce selectin page appears. The farm that yu have selected in the Create windw is displayed. Expand the farm tree t the nde that yu want t select. Then, select the nde. The Add t Pattern buttn at the bttm f the page is enabled. *Nte: If yu have selected the Site cllectin scpe in the Create windw, yu cannt select the Lists, Site Cntent Types, Site Clumns, Wrkflws ndes in this Surce selectin page. 6. Click Add t Pattern. Cnfigure the settings in the pp-up windw. Fr details abut these settings, refer t Creating a Deplyment Mapping. 7. Click OK t save the settings in the Add t Pattern page. Click Cancel t exit the windw withut any changes. 8. A pattern surce is added t the Queue. Yu can add mre pattern surces t the queue. Refer t step 5, 6, and 7. After a pattern surce is added, the Pattern Queue Tls tab appears, which allws yu t edit the pattern surce. Fr detailed infrmatin, refer t Editing a Pattern. 9. After yu have added ne pattern surce in the queue, the Save as a Pattern buttn n the ribbn r at the lwer-right crner f the page is enabled. 10. Click the Save as a Pattern buttn. An interface appears. Cnfigure the fllwing settings: DcAve 6 Deplyment Manager 81

83 Pattern Name Enter a pattern name. Then, enter an ptinal descriptin fr the pattern. Exprt Lcatin Select an exprt lcatin t stre the pattern data. Select New Exprt Lcatin t create a new ne. Fr detailed infrmatin n hw t create an exprt lcatin, refer t the DcAve 6 Cntrl Panel Reference Guide. 11. Click Save and Exprt t save the pattern and exprt the pattern data t the selected exprt lcatin. Click Cancel t exit the page withut any changes. The saved pattern will be displayed in the Pattern Manager interface. Editing a Pattern Select the pattern yu want t edit in the Pattern Manager page. The Pattern Queue Tls tab appears. Editing Pattern Surces All f the pattern surces saved in the pattern are displayed in the Pattern Queue field at the bttm f the tab. Refer t the fllwing steps t edit the pattern surce: 1. Select the pattern surce in Pattern Queue that yu want t edit. The crrespnding tree is displayed, yur selectins will appear in the tree where yu can make changes. 2. Click Save Pattern Surce Changes n the ribbn t temprally save the changes. Befre the data are saved and exprted, the changes in the Pattern Queue Tls page will be saved temprally; if yu exit the Pattern Queue Tls page, the changes will be reverted and nt saved. 3. Click Save and Exprt t save the pattern changes and exprt the data t the exprt lcatin. Deleting Pattern Surces Select ne r mre pattern surces in the Pattern Queue field at the bttm f the tab. Click Delete t delete the pattern surces. Click Save and Exprt t save the pattern changes and exprt the data t the exprt lcatin. Adding a Pattern Surce Click Add Pattern Surce n the ribbn t add a pattern surce. Then, yu can add a new pattern surce. The added pattern surce is displayed in the Pattern Queue field. Click Save as a Pattern and click Save and Exprt in the displayed page. Then, the added pattern surce will be added int this pattern. DcAve 6 Deplyment Manager 82

84 Editing Pattern Settings Click Edit Pattern Settings n the ribbn. The Edit Pattern page appears. Yu can edit the pattern descriptin depending n yur requirement. Then, click Save and Exprt t save the pattern changes and exprt the data t the exprt lcatin. Deleting Patterns Select ne r mre patterns in the Pattern Manager page, and then select Delete n the ribbn t delete the patterns. Exprting Data Select ne r mre patterns and then click Exprt n the ribbn t exprt the selected pattern data again. Deply Surce Data in a Pattern t the Destinatin Select a pattern and then click Deply n the ribbn. The Deply tab appears. In the Surce pane, select a pattern versin. Then, the crrespnding pattern data will be laded. Click the pattern name. The pattern surces in the pattern are displayed. Select a pattern surce, the tree and the crrespnding selectin is laded. Yu can review the selectin. Select the destinatin bject in the Destinatin pane. Then, click Add t Queue. Fr detailed infrmatin n hw t create a deplyment mapping, refer t Creating a Deplyment Mapping. Using the Deply One-t-Many Pattern The Deply One-t-Many pattern supprts deplying ne site t multiple destinatin site cllectins\sites in a Web applicatin. *Nte: The Deply One-t-Many pattern is available nly when the surce nde is a site and the destinatin nde is a Web applicatin r site cllectin. Select a pattern and then click Deply One-t-Many n the ribbn. In the Surce pane, select a pattern versin. Then, the crrespnding pattern data will be laded. Click the pattern name. The pattern surces in the pattern are displayed. Select a pattern surce, the tree and the crrespnding selectin is laded. Yu can review the selectin. Select the destinatin bject in the Destinatin pane. Then, click Add t Queue. Fr additinal infrmatin n hw t create a deplyment mapping, refer t Creating a Deplyment Mapping. DcAve 6 Deplyment Manager 83

85 Viewing Versin Histry Select a pattern, and then click View Versin Histry t view the pattern s versin histry. Click n the pattern name in the windw, and the versins are displayed. Click each versin, all the pattern surces are displayed. Select a pattern surce, the tree and the crrespnding selectin is laded fr yur review. Yu can delete the histry versins by clicking Delete n the ribbn. Click Clse t clse the windw. *Nte: The versin that has been deplyed and the current versin f the pattern cannt be deleted. Cnfiguring an Exprt Lcatin Cnfigure an exprt lcatin fr string the saved surce data. Fr detailed n hw t cnfigure an exprt lcatin, see the DcAve 6 Cntrl Panel Reference Guide. Using Pattern Subscriptin Select a pattern, and then click Pattern Subscriptin. The Pattern Subscriptin tab appears. The destinatin URLs that have been deplyed with any versin f the pattern are displayed. Yu can view the deplyed pattern surce s versin and Deplyment Date after the URL. Update Scpe The ptin is available nly when the selected pattern is the Deply pattern. Update Multiple Targets The ptin is available nly when the selected pattern is the Deply One-t-Many pattern. The Update Scpe/Update Multiple Targets ptin is enabled if the deplyed pattern surce is nt the latest versin. Select Update Scpe/Update Multiple Targets after a destinatin URL, and a message appears t prmpt yu whether t deply the latest versin f the pattern surce t the destinatin URL. Click OK, and the Add t Queue windw appears. Cnfigure the settings and then click OK. The mapping is added int the Queue. Then, yu can chse t run r save the queue as anther plan. Clicking Update Scpe/Update Multiple Targets ptin n the ribbn can update the pattern surces t the latest versin in bulk. DcAve 6 Deplyment Manager 84

86 Advanced Settings Fr advanced users, Deplyment Manager ffers these additinal settings that can be cnfigured and saved t run as part f mre cmplex plans: 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 which has the same name. User Mapping is beneficial fr migrating grups f users frm ne dmain t anther and fr migrating an individual user s cntent and permissins t anther user. Language Mapping allws yu t set a different language fr the destinatin than the language used in the surce. By creating a rule fr Language Mapping, yu can apply these rules withut having t recreate them each time. Exprt Lcatin allws yu t cnfigure lcatins n external system strage that yu want Deplyment Manager t exprt data. By cnfiguring external system strage, yu can als exprt design elements t the file system. This is useful in cases where tw farms are unable t cmmunicate with each ther. Yu can use exprt lcatins t perfrm ffline deplyments whereby yu deply frm an external device. Strage Plicy allws yu t select a lgical device t use when string slutins, r when perfrming imprts and exprts fr ffline deplyment. 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. While these settings can be accessed in Deplyment Manager, they are cnfigured in the Cntrl Panel. Fr mre detailed infrmatin abut these settings, see the DcAve 6 Cntrl Panel Reference Guide. DcAve 6 Deplyment Manager 85

87 Using SharePint Management Shell Deplyment Manager prvides yu with SharePint Management Shell t directly perfrm the SharePint Management Shell Cmmands. Refer t the fllwing steps t use SharePint Management Shell: 1. In the Hme tab f Deplyment Manager, click SharePint Management Shell n the ribbn. The SharePint Management Shell interface appears. 2. Select a farm in the Farm Selectin drp-dwn menu, the crrespnding agents will be laded. 3. Select an agent that is respnsible fr running the SharePint Management Shell in the Agent Selectin drp-dwn menu. 4. Enter the SharePint Management Shell cmmand. 5. Yu can add the cmmand t queue by clicking Add t Queue belw the cmmand r n the ribbn, and then the SharePint Management Shell interface will exit. 6. Repeat steps 1 thrugh 5 t add mre mappings t the queue. 7. Once yu have finished adding mappings t the queue, click Save t save this queue as a plan and fllw the instructins in Creating a Deplyment Plan. T execute the queue immediately, click Run lcated at the bttm f the screen. DcAve 6 Deplyment Manager 86

88 Appendix A: Cnflict Reslutin fr Web Applicatin Deplyment Check Lwer Objects Skip Merge Replace Check lwer bjects unchecked If there is n cnflict between surce and destinatin, a new SharePint bject will be created n destinatin. If there is a cnflict between surce and destinatin, it will ignre the cnflicting data and d nthing n surce and destinatin. N/A If there is n cnflict, a new SharePint bject will be created n destinatin. If there is a cnflict fr design list, cntent type r cntent clumn, it will update destinatin data based n surce ne. If there is a cnflict n surce and destinatin ther than design list, cntent type r cntent clumn, it will update destinatin data based n surce ne. SharePint bject will be created n destinatin. DcAve 6 Deplyment Manager 87

89 Check Lwer Objects Skip Merge Replace Check lwer bjects checked Cntent level: Skip If there is n cnflict n the cntainer level, a new cntainer will be created n destinatin. If there is n cnflict n the cntainer level, a new cntainer will be created n destinatin. N/A If there is n cnflict n the cntent level, new cntent will be created n destinatin. If there is n cnflict n the cntent level, new cntent will be created n destinatin. If there is a cnflict n the cntainer, it will ignre the cnflict and d nthing with the cntainer n surce and destinatin. If there is a cnflict n the cntent level, it will ignre the cnflict and d nthing with the cntent n surce and destinatin. If there is a cnflict n the cntainer level, it will update destinatin cntainer based n surce ne. If there is a cnflict n the cntent level, it will ignre the cnflict and d nthing with the cntent n surce and destinatin. DcAve 6 Deplyment Manager 88

90 Check Lwer Objects Skip Merge Replace Check lwer bjects checked Cntent level: Overwrite If there is n cnflict n the cntainer level, a new cntainer will be created n destinatin. If there is n cnflict n the cntainer level, a new cntainer will be created n destinatin. N/A If there is n cnflict n the cntent level, new cntent will be created n destinatin. If there is n cnflict n the cntent level, new cntent will be created n destinatin. If there is a cnflict n the cntainer level, it will ignre the cnflict and d nthing with the cntainer n surce and destinatin. If there is a cnflict fr cntent level, it will update the cnflict n destinatin based n the surce data. If there is a cnflict n the cntainer level, it will update destinatin cntainer based n surce ne. If there is a cnflict n the cntent level, it will update the cntent n destinatin based n the surce data. Check lwer bjects checked Overwrite by last mdified time If there is n cnflict n the cntainer level, a new cntainer will be created n destinatin. If there is n cnflict n the cntainer level, a new cntainer will be created n destinatin. N/A If there is n cnflict n the cntent level, If there is n cnflict n the cntent level, DcAve 6 Deplyment Manager 89

91 Check Lwer Objects Skip Merge Replace new cntent will be created n destinatin. If there is a cnflict n the cntainer level, it will ignre the cnflict and d nthing with the cntainer n surce and destinatin. If there is a cnflict n the cntent level, and the mdified time f surce cntent is later than the destinatin ne, it will update the cnflicting cntent n destinatin based n the surce data. If there is cnflict n the cntent level, and the mdified time f surce cntent is earlier than the destinatin, it will ignre the cnflict and d nthing with the new cntent will be created n destinatin. If there is a cnflict n the cntainer level, it will update the destinatin cntainer based n surce ne. If there is a cnflict n the cntent level, and the mdified time f surce cntent is later than the destinatin ne, it will update the cntent n destinatin based n the surce data. If there is a cnflict n the cntent level, and the mdified time f surce cntent is earlier than the destinatin, it will ignre the cnflict and d nthing with the cntent n surce and destinatin. DcAve 6 Deplyment Manager 90

92 Check Lwer Objects Skip Merge Replace cntent n surce and destinatin. DcAve 6 Deplyment Manager 91

93 Appendix B: Cnflict Checks Objects Site Cllectin Site List Flder Dcument Item Cntent type Clumn Apps Wrkflw Cnflict Reslutin Checking Rules Checking Rules URL URL List Title Flder Name Name TP_ID Find and cmpare By Schema, id, name r parent Find and cmpare By Schema, id, InternalName, StaticName r DisplayName Prduct ID Wrkflw Name DcAve 6 Deplyment Manager 92

94 Appendix C: Supprted and Unsupprted Elements fr Web Applicatin Deplyment Surce Cntent Status Web applicatin Site cllectin Site Site settings SharePint designer bjects Annuncements Calendar MicrFeed AppData Cntent and structure reprts Custmized reprts Cmpsed lks Links Reusable cntent Shared dcuments Site cllectin help Tasks Team discussin Cache prfiles Cntent type publishing errr lg Cnverted frms Frm templates Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted DcAve 6 Deplyment Manager 93

95 Surce Cntent Status List template gallery Lng running peratin status Master page gallery Ntificatin list Quick deply Items Relatinships list Reprting metadata Reprting templates Shared packages Site assets Site cllectin dcuments Site cllectin images Site pages Prject plicy item list Slutin gallery Style library Suggested cntent brwser lcatins Taxnmy hidden list Theme gallery User infrmatin list Variatin labels Web part gallery wfpub Wrkflw tasks Cntent types Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Unsupprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted DcAve 6 Deplyment Manager 94

96 Surce Cntent Status Site clumns User slutin gallery InfPath templates Supprted Supprted Supprted DcAve 6 Deplyment Manager 95

97 Appendix D: Supprted and Unsupprted Wrkflw Type Refer t the fllwing table fr details abut the supprted and nt supprted wrkflw definitins in SharePint 2010, SharePint 2013, SharePint 2016, and SharePint Online. SharePint Versin Wrkflw Type SharePint 2010 SharePint 2013 SharePint 2016 SharePint Online SharePint Built-in Wrkflw SharePint Designer Wrkflw Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Nintex Wrkflw Supprted Supprted Supprted Unsupprted Visual Studi Wrkflw Supprted Unsupprted Unsupprted Unsupprted Visi Wrkflw Unsupprted Unsupprted Unsupprted Unsupprted Azure Wrkflw Unsupprted Unsupprted Unsupprted Supprted DcAve 6 Deplyment Manager 96

98 Appendix E: Design Elements Deplyment Surce Element Destinatin Element Handle Web applicatin Web applicatin Fr Web applicatin level: d nthing. Fr the sub levels under Web applicatin: deply the site cllectin t the destinatin, refer t Site Cllectin t Site Cllectin fr details. Site cllectin Site cllectin Fr site cllectin level: deply the settings, features, users, grups, permissins and related data f services (metadata service) f site cllectin t the destinatin. Fr the sub levels under site cllectin: deply the rt site t the destinatin, refer t Site t Site fr details. Site cllectin Web applicatin The same as Site Cllectin t Site Cllectin. Site Site Fr site level: deply features, cntent types, clumns, site settings, navigatin and securities t the destinatin. Fr the sub levels under site: deply the fllwing bjects t destinatin. 1. List. 2. SharePint designer bjects. 3. Design list. 4. Site. 5. Site settings. DcAve 6 Deplyment Manager 97

99 Appendix F: Web Frnt-End Deplyment Surce Destinatin Handle Element Element IIS site IIS site files Deply all the files (excluding web.cnfig) under IIS virtual directry f relevant IIS site, FBA nde in the web.cnfig file under the virtual directry, and the FBA nde in the web.cnfig file under Security Tken. GAC GAC Deply all the GAC files. Custm feature Custm features Deply related flders under C:\Prgram Files\Cmmn Files\Micrsft Shared\Web Server Extensins\14\TEMPLATE\FEATURES (In SharePint 2013, the related flders are under C:\Prgram Files\Cmmn Files\Micrsft Shared\Web Server Extensins\15\TEMPLATE\FEATURES; in SharePint 2016, the related flders are under C:\Prgram Files\Cmmn Files\Micrsft Shared\Web Server Extensins\16\TEMPLATE\FEATURES), and referred files fr custm features and.dll files in GAC t the destinatin. Site definitin Site definitins Deply related flders under C:\Prgram Files\Cmmn Files\Micrsft Shared\Web Server Extensins\14\TEMPLATE\SiteTemplates (In SharePint 2013, the related flders are under C:\Prgram Files\Cmmn Files\Micrsft Shared\Web Server Extensins\15\TEMPLATE\SiteTemplates; in SharePint 2016, the related flders are under C:\Prgram Files\Cmmn Files\Micrsft Shared\Web Server Extensins\16\TEMPLATE\SiteTemplates), referred files f site definitin, and features t the destinatin. File System File System Deply the surce file system files r flders t the destinatin file system. DcAve 6 Deplyment Manager 98

100 Appendix G: Slutin Deplyment Surce Destinatin Handle Element Element Farm slutin Farm Deply a slutin t a farm. Farm slutin Web applicatin Deply a slutin t a Web applicatin. Farm slutin Strage plicy Exprt a slutin t the strage plicy. User slutin Farm Deply a user slutin t a farm. User slutin Web applicatin Deply a user slutin t a Web applicatin. User slutin Site cllectin Deply a user slutin t a site cllectin. User slutin Strage plicy Exprt a user slutin t the strage plicy. Strage plicy Farm Imprt a slutin frm the strage plicy and deply it t a farm. Strage plicy Web applicatin Imprt a slutin frm the strage plicy and deply it t a Web applicatin. Strage plicy Site cllectin Imprt a slutin frm the strage plicy and deply it t a site cllectin. File system Farm Deply a slutin t a farm. File system Web applicatin Deply a slutin t a Web applicatin. Farm slutin N/A Retract the slutin n the surce under the Slutin Tls tab separately. Farm slutin N/A Remve the slutin n the surce under the Slutin Tls tab separately. User slutin N/A Activate the slutin n the surce under the Slutin Tls tab separately. User slutin N/A Deactivate the slutin n the surce under the Slutin Tls tab separately. User slutin N/A Upgrade the slutin n the surce under the Slutin Tls tab separately. DcAve 6 Deplyment Manager 99

101 Appendix H: Managed Metadata Service Deplyment Surce Element Glbal term grup Destinatin Element Glbal term grup Handle Deply all the term grups under glbal term grup t the destinatin, refer t Term Grup t Term Grup fr details. Term grup Glbal term grup Deply the term grup t the destinatin, refer t Term Grup t Term Grup fr details. Term grup Term grup Deply the descriptin f term grup, cnfiguratins f grup managers and cntributrs, and all the term sets under it t the destinatin. Fr hw t deply the term set, refer t Term Set t Term Set. Term set Term grup Deply the term set t the destinatin, refer t Term Set t Term Set fr details. Term set Term set Deply the term set prperties (including Descriptin, Owner, Cntract, Stakehlders, Submissin Plicy and cnfiguratins f Available fr Tagging t destinatin), terms under the term set and term prperties (including Available fr Tagging, Descriptin, Deprecate and ther labels), and sub terms tgether with their prperties t the destinatin. Cntent type hub Cntent type hub Deply all the cntent types under cntent type hub t the destinatin, refer t Cntent Type t Cntent Type Hub fr details. Cntent type Cntent type hub Deply the field links and settings f the cntent type t the destinatin. DcAve 6 Deplyment Manager 100

102 Appendix I: Deplyment Manager Custmizatin Table The fllwing is the custmizatin table f Deplyment Manager. Deply Frm/T/ Surce Destinatin Screensht What t deply Web applicatin Web applicatin Web applicatin Site cllectin Site cllectin Web applicatin Site cllectin Site cllectin Site cllectin DcAve 6 Deplyment Manager 101

103 Deply Frm/T/ Surce Destinatin Screensht What t deply Tp-level site Tp-level site Web applicatin Tp-level site Tp-level site Site cllectin Tp-level site Tp-level site Tp-level site DcAve 6 Deplyment Manager 102

104 Deply Frm/T/ Surce Destinatin Screensht What t deply Site settings Site settings Tp-level site Site settings Site settings Site SharePint designer bjects SharePint designer bjects SharePint designer bjects SharePint designer bjects SharePint designer bjects Design flder DcAve 6 Deplyment Manager 103

105 Deply Frm/T/ Surce Destinatin Screensht What t deply Apps App Web Applicatin Apps App Site Cllectin Apps App Tp-level Site Apps App Site DcAve 6 Deplyment Manager 104

106 Deply Frm/T/ Surce Destinatin Screensht What t deply Apps App App (the app nde can be deplyed t the app nde when yu select the same app in the surce and destinatin, but the surce and destinatin sites where the app resides are different.) Design flder Design flder SharePint designer bjects Design item Design item SharePint designer bjects DcAve 6 Deplyment Manager 105

107 Deply Frm/T/ Surce Destinatin Screensht What t deply Design item Design item Design flder List/library List/library Web applicatin List/library List/library Site cllectin List/library List/library Tp-level site DcAve 6 Deplyment Manager 106

108 Deply Frm/T/ Surce Destinatin Screensht What t deply List/library List/library List/library List/library List/library Site List settings List settings List Rt flder Rt flder Library DcAve 6 Deplyment Manager 107

109 Deply Frm/T/ Surce Destinatin Screensht What t deply Flder Flder Flder Item Item Flder DcAve 6 Deplyment Manager 108

110 Deply Frm/T/ Surce Destinatin Screensht What t deply Wrkflw under lists Wrkflw List/Library Wrkflw under list cntent type Wrkflw List/Library DcAve 6 Deplyment Manager 109

111 Deply Frm/T/ Surce Destinatin Screensht What t deply Site Site Web applicatin Site Site Site cllectin Site Site Tp-level site Site Site Site DcAve 6 Deplyment Manager 110

112 Deply Frm/T/ Surce Destinatin Screensht What t deply Wrkflw under site Wrkflw Tp-level site Wrkflw under site Wrkflw Site DcAve 6 Deplyment Manager 111

113 Deply Frm/T/ Surce Destinatin Screensht What t deply Design list Design list Web applicatin Design list Design list Site cllectin Design list Design list Tp-level site Design list Design list Site DcAve 6 Deplyment Manager 112

114 Deply Frm/T/ Surce Destinatin Screensht What t deply Design list Design list Design list Cntent type grup Cntent type grup Web applicatin Cntent type grup Cntent type grup Site cllectin Cntent type grup Cntent type grup Tp-level site DcAve 6 Deplyment Manager 113

115 Deply Frm/T/ Surce Destinatin Screensht What t deply Cntent type grup Cntent type grup Site Wrkflw under site cntent type Wrkflw Web applicatin DcAve 6 Deplyment Manager 114

116 Deply Frm/T/ Surce Destinatin Screensht What t deply Wrkflw under site cntent type Wrkflw Site cllectin Wrkflw under site cntent type Wrkflw Tp-level site DcAve 6 Deplyment Manager 115

117 Deply Frm/T/ Surce Destinatin Screensht What t deply Wrkflw under site cntent type Wrkflw Site Site clumn Site clumn Web applicatin Site clumn Site clumn Site cllectin DcAve 6 Deplyment Manager 116

118 Deply Frm/T/ Surce Destinatin Screensht What t deply Site clumn Site clumn Tp-level site Site clumn Site clumn Site Wrkflw under tp-level site Wrkflw Tp-level site DcAve 6 Deplyment Manager 117

119 Deply Frm/T/ Surce Destinatin Screensht What t deply Wrkflw under tp-level site Wrkflw Site User slutin User slutin Farm User slutin User slutin Web applicatin DcAve 6 Deplyment Manager 118

120 Deply Frm/T/ Surce Destinatin Screensht What t deply User slutin User slutin Site cllectin SharePint Web applicatins SharePint Web applicatins IIS site files SharePint websites SharePint websites IIS site files SharePint website SharePint website SharePint website DcAve 6 Deplyment Manager 119

121 Deply Frm/T/ Surce Destinatin Screensht What t deply GAC files GAC files Glbal assembly cache Custm features Custm features Custm features DcAve 6 Deplyment Manager 120

122 Deply Frm/T/ Surce Destinatin Screensht What t deply SharePint site definitins SharePint site definitins SharePint site definitins File System File Flder File System Flder Flder DcAve 6 Deplyment Manager 121

123 Deply Frm/T/ Surce Destinatin Screensht What t deply File System File/Flder Disk Farm slutin Farm slutin Farm Farm slutin Farm slutin Web applicatin DcAve 6 Deplyment Manager 122

124 Deply Frm/T/ Surce Destinatin Screensht What t deply Glbal term grup Glbal term grup Glbal term grup Term grup Term grup Glbal term grup Term grup Term grup Term grup DcAve 6 Deplyment Manager 123

125 Deply Frm/T/ Surce Destinatin Screensht What t deply Term set Term set Term grup Term set Term set Term set DcAve 6 Deplyment Manager 124

126 Deply Frm/T/ Surce Destinatin Screensht What t deply Cntent type hub Cntent type hub Cntent type hub Cntent type Cntent type Cntent type hub DcAve 6 Deplyment Manager 125

127 Deply Frm/T/ Surce Destinatin Screensht What t deply SharePint Online bject SharePint Online bject SharePint Online bject SharePint 2013 bject SharePint 2013 bject SharePint Online bject DcAve 6 Deplyment Manager 126

128 Deply Frm/T/ Surce Destinatin Screensht What t deply SharePint 2016 bject SharePint 2016 bject SharePint Online bject SharePint 2016 bject SharePint 2016 bject SharePint 2016 bject DcAve 6 Deplyment Manager 127