Filter Based SharePoint Migration Technique with MetaVis Migrator

Tuesday, June 22, 2010 by Hadrian Engel
MetaVis Migrator for SharePoint allows to use filters to copy content to new location or to tag existing content setting new values for the existing fields. These properties enable an interesting technique to perform a data migration strategy in a slow pace – at the same time as preparing new environment, training users or organizing the existing content.

Sometimes copying data from one SharePoint site to the other one is a quick process that could be done by copying the whole list or library from one place to the other one. However, in other cases this is more complex routine involving copying different items in different locations or migrating portion of data in one day and other portion of data in the other day when users of this content are ready to use new environment. In this later case it could be useful to use combination of some artificial field marking the migrated content in the source site, MetaVis Migrator copy filters and SharePoint views hiding the content that was already migrated to the destination site.

The idea of this technique is simple. First, we will create an artificial Yes/No field in the source list that will indicate that an item is copied to the destination site. By default this field will be “No” for all items / documents in the list.


Then we will go ahead with our SharePoint migration activity selecting portions of data to copy based on some filter condition. The filter will always include the condition to exclude the content which is already migrated based on the state on our artificial columns that we created earlier. Below in an example of such a filter (this time we copy all documents with MK Region equals to Netherlands):


After the copy is completed we use the very same filter that we just used to copy content but this time – to tag selected source data setting our artificial Migrated field to Yes – indicating that this content has been already copied to the destination site. Using the same filter will ensure that all items just copied using this filter will be marked as Migrated.

The fact that all copied content has been marked with certain criteria could be used in a variety of ways. First use is to skip the content which was already copied before when performing new copies to the other places. The second use it to create list view that will hide copied content from the viewers. Below is the example of such a condition in a list view.


Having this condition enabled for the list view will point out that the content is already located in the new destination.
















To learn more about how Metavis MIGRATOR can help you simplify yor SharePoint migration, download the MetaVis Migrator Business Results Sheet.

Content Provided by MetaVis for Vamosa

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