Easily Copy or Migrate SharePoint and Office 365 Content

Copying your content from multiple sources, without losing data, and using the minimum amount of time can be a puzzle.

In this video, we'll take a look at the different options available when it comes to copying content with Sharegate.

Transcript:

To start, it’s important to know that all these options are available when copying content from lists or libraries whether your source and destination are on-premise or in Office 365. Once you have selected you source and destination lists or libraries, you can then select the content you want to copy and start copying. 

Your first option is "Copy Now". This will copy the selected items as-is. In the process Sharegate will copy the items and preserve all their metadata, including authors and timestamps, version history and permissions.

By mapping users, all metadata containing user values are copied along with permissions at the destination. You can modify users and group mapping in a way that the permissions and metadata attached to a user will be given to a different one at destination

By mapping users, all metadata containing user values are copied along with permissions at the destination. You can modify users and group mapping in a way that the permissions and metadata attached to a user will be given to a different one at destination

Then, all the property columns of your lists and libraries of the same name are mapped together to make sure all the data is copied in right column. Again, you can modify the mapping so that the data included in columns at the source will be copied in the column of your choice.

The third mapping is the content type mapping. By default, Sharegate maps source content types with the ones available, and of the same name, found at the destination. Mapping content types allows you to apply changes during the migration.

Finally, permission levels mapping allows you to make sure your users will have the right permission levels at the destination.

In the end, Sharegate will use mappings during your copy. So make sure to review the mapping screen before running the copy.

For more customization, we offer an Advanced copy option. First, you'll find the operation mode. The automatic mode allows you to preset Sharegate's behavior in case items you've selected at the source already exist at the destination. You can either copy and replace them, not copy them at all, create a duplicate, or copy only if the one at the source was recently modified or created. The manual mode means that Sharegate will prompt you every time it sees an existing item at the destination.

You can then decide to preserve the authors and timestamps or not. You can also keep User alerts, version history of the items, their permissions and Web Parts.

Finally, if your selection includes folders, you could use the Flatten folder hierarchy option to copy all the items without their folders in a flat structure.

In the metadata section, the available content types will be listed. Expanding them will display their assigned columns. For each column you can decide if you'd like Sharegate to copy the data using the Property mappings as we've previously seen or set a different setting.

You can set up a custom value that will fill up this column for all the items copied. Another option is setting Sharegate to prompt you to manually fill the property for each item during the copy. It can either be one by one, by copying the value existing at the source using the property mapping to create a custom value, or simply ignore this column and leave it empty at the destination.

If you're copying files, there are filter options that allow you to filter your original selection by Time range or file extension.

Whatever choices you make in the advanced options, you can always save as a reusable template for future use.

In the advanced copy window, you'll also find the "Pre-check report" option. The Pre-Check helps you detect possible issues during the copy and adopt some of the best practices to ensure that your actual copy runs as smoothly as possible. Once you've selected your copy options, click on "Run Pre-check". Sharegate will start scanning your source to find and display any potential problems. Similar issues are grouped together and individual ones can be viewed by clicking the row items. Furthermore, each issue group includes a "How to solve" link you can click, for information to help you resolve them.

Finally, if you need to take a closer look at the metadata you are copying, you can export your selection to Excel. This allows to use filters, formulas to modify the data, fill up empty columns, or modify content types.

When you're done, simply save your work, then import the file in Sharegate which will then apply the changes made during the copy.

When you're done, simply save your work, then import the file in Sharegate which will then apply the changes made during the copy.

As you can see, the Copy Content option provides flexibility and allows you to apply changes to your metadata on the fly. That's pretty neat!

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