The MetaVis line of SharePoint cloud-based products are those that are hosted in the cloud and require no installation or configuration. Simply connect your externally hosted SharePoint sites to our Cloud and the rest is taken care of. This currently includes our MetaVis Migrator Online product.
MetaVis Migrator is a full featured, client side SharePoint migration tool that will allow you to migrate between internally and externally hosted SharePoint instances. It also requires you to download and install our application to your workstation (no server side components are required) in order to perform the migrations.
MetaVis Migrator Online is a simplified, cloud based SharePoint migration tool that will allow you to migrate between externally hosted SharePoint instances. In order for the Cloud to be able to connect, both your source and destination SharePoint instances must be accessible from the internet. Because it is a true cloud computing solution, there is no download or installation of any kind to perform the SharePoint migration.
Click here to view the Migrator vs Migrator Online comparison matrix (PDF).
Migrator Online connects to any externally hosted SharePoint site or site collection very simply, requiring only the URL to the site and a valid SharePoint username and password. If you have this information, you can begin using Migrator Online in a matter of seconds!
If you are unsure whether or not your SharePoint is externally hosted, please make use of our Migrator Online free trial and attempt connections to both your source and destination sites. If you are still unsure or having difficulties, please contact support@metavistech.com and we will be happy to assist.
The MetaVis line of Desktop Products are those that are installed directly on a user's computer and do not require any server side components or configuration. These tools include Architect, Migrator, Information Manager Personal, Security Manager, Change Manager, Backup, Public Folders and Google Migrator.
Unlike most other SharePoint tools available in the market, our desktop products never write to the SharePoint database. Doing direct SQL database writes not only voids Microsoft's warranty, but it can also lead to a corrupted and unrecoverable SharePoint environment.
Our tools are designed to be installed on a local workstation and connect to your SharePoint environment remotely. There is no requirement to install these products or any components directly on your SharePoint server(s) nor is administrative rights to the server required.
Our desktop products are platform independent and work with any of the following Operation Systems:
All our desktop tools are multi-threaded application which makes the most critical parameter for optimal performance your available system memory. We recommend 1 Gig of RAM for MetaVis (which is what we reserve by default). If you are running a lot of diagrams or migrations simultaneously, we would recommend bumping that to 1.5GB (requires a parameter change). The O/S and processor is not as critical, but we would recommend a Dual Core if possible.
If you have a 64-bit O/S and would like to use our 64-bit application, please contact support@metavistech.com for the download link. With our 64-bit application, you are free to increase the memory beyond the 32-bit limitation of 1.5GB.
Although we find most users are able to utilitze our 32-bit tools with optimal performance, we do have a 64-bit version available as well. If you would like to install the 64-bit build, please contact support@metavistech.com for the download link.
After downloading MetaVis product you will receive an email with the link to the product download and the activation code to activate the product. If you did not receive such email please contact MetaVis support at support@metavistech.com or "Contact Us" form on this WEB site.
Install and run the product. The first screen that the product will present will Registration screen. Paste activation code into the activation code text box and press "Activate Automatically" button. The license should appear in the License box and Activation Status should turn green. After this click "Complete Activation" button and proceed to the product.
In case "Activate Automatically" button does not retrieve the license successfully, make sure that the activation code is pasted into the activation code box exactly like it was written in the email and press "Activate Manually" button. This button will popup a browser with the license displayed. Copy the license including the whole lines with the words "LICENSE BEGIN" and "LICENSE END" into License box of the license screen. Then press Check License button. License status should become green.
In case the browser that pops up in response to "Activate Manually" button does not connect to Internet, save the URL in this browser, execute it on the other computer to fetch the license and deliver it back to the License box of the MetaVis License Screen. After this press Check License button. License status should become green.
In case the browser with "Activate Manually" URL run on the other computer still does not fetch the license, email the URL that appears in the browser that pops up after you press "Activate Manually" button to support@metavistech.com. You will receive an email back with the license that you should paste to the License box of the MetaVis License screen and press Check License button. License status should become green.
If you received this error, it is likely due to one of two reasons:
1) The trial key could have been copied to the license area instead of the Activation Code area highlighted in the picture. If so, simply paste the activation code and press Activate Automatically button. Once the license is retrieved press the Complete Activation button in the lower left.
2) If you are using Manual Activation, please make sure to include the ----------------LICENSE BEGIN---------------- and ---------------- LICENSE END ---------------- when pasting the activation key.

If the computer you are trying to install a product from MetaVis Architect Suite does not have connection to http://www.metavistech.com WEB Site do the following
There are several reasons why the application does not offer to update itself upon startup:
1. If you run Windows 7 computer you need to start up MetaVis as administrator so it will get the updates. To do this, right click on MetaVis icon on the desktop and select Run As Administrator. Running as administrator will let MetaVis to access its installation folder in Program Files directory.
2. If you have proxy to connect to Internet you need to set up proxy to MetaVis so it will use it to get updates. To do it, open MetaVis Activation / Registration screen using Help / Registration menu item or Help / Activation ribbon button to open registration screen. Use Proxy button on this screen to specify proxy server information. Restart MetaVis to initiate software update. You may run it as administrator (see item (1)) in case you are on Windows 7 computer
3. You can uninstall the software and install it again using the original link you received in the email. It will preserve the current activation and loaded site.
MetaVis Core Properties Service should be installed on the SharePoint farm server which is hosting SharePoint Central Administration application pool. Login to the server using credentials of the central administration application pool owner and install MetaVis Core Properties service. Use IIS Manager to find out the account the Central Administration application pool owner like it is shown on the picture below.

In the event it is impossible to use Central Administration applicaiton pool owner as an account to install Metavis Core Properties Service (for example when it is a technical account and noone knows the password) use different account with the following requirements
1. Account should be SharePoint Farm Administrator
2. Account should be in local Administrators group
3. Account should have access to SharePoint configuraiton database with sysadmin privileges. See the picture below illustrating DB privileges
4. MetaVis Core Proeprties installer should be Run as Administrator

When you run setup.exe to install MetaVis Core Properties service then you pass the setup screens and it sits and waits and writes something like "Waiting...." but before it times out please execute the following command from the command line on each WFE in the farm:
stsadm -o execadmsvcjobs
It will force the timer job to execute immediately and deploy the solution.
SharePoint Versions
Other Content Sources
All desktop products from MetaVis fully respect the SharePoint Security Model and therefore require valid account credentials to connect to SharePoint. If the SharePoint credentials supplied to the tool does not have access to a specific site, list or item, then the tool will not be able to perform any operations against that object.
The minimum required permission level to connect is Designer. The recommended permission level to avoid any possible permission related issues is Site Owner or Site Collection Administrator.
By default, MetaVis uses Windows Integrated scheme to connect to SharePoint. In case the SharePoint server supports only basic authentication, MetaVis behavior should be changed via a parameter in the ini file. Please follow these steps to modify this comment:
1) Go to C:\Program Files (x86)\MetaVis Technologies\metavis folder.
2) Edit (WordPad) the MetaVis ini.**
3) Add the following line at the bottom of the file: -Dhttp.auth.preference=Basic
4) Save file and restart Metavis and try to connect
This error is commonly generated when there is a need to specify a different home folder location. For example, when a user has roaming Windows profile or the user home directory does not have letter mapping but accessible by UNC path like \\server\drive\folder\folder. MetaVis does not support this setup and requires letter mapping for user home directory. When these cases are encountered an error similar to the one pictured below is displayed.

1.) Shut down MetaVis, if it is currently running
2.) Create a new folder in your local drive (for example, c:/MetaVis)
3.) Navigate to “c:\Program Files\MetaVis Technologies\metavis\configuration” and open the file “config.ini” *Note* This file may be hidden, so you may need to show hidden files. (open the file using WordPad, not Notepad). You may need to start WordPad using "Run as Administrator" option to overcome Windows security settings.
4.) Edit the last line of this file, changing it:
a) From: osgi.instance.area.default=@user.home/Metavis
b) To: osgi.instance.area.default=c:/MetaVis {or the folder path that was created in step 2} {also note the forward slash instead of the back slash}
5.) Save and close config.ini
6.) Restart MetaVis
By default, the MetaVis desktop products will use the currently logged in Windows account to authenticate. If this logged in account has access to the SharePoint location you are connecting, then it will not prompt you for a different account.
To make MetaVis always prompt you for credentials, you can make the following change:
1) Within the tool, navigate to Help > Profile Manager and click on Global Variables
2) Change the setting labeled "Use Local System Credentials" to False
3) Click Apply and close Profle Manager
If you have valid privileges to your SharePoint environment, but still receiving this error "The Sever sent HTTP status code 401: Unuathorized" then the problem is likely due to MetaVis authentication methodology.
If the workstation on which MetaVis is installed on is logged into a valid domain, the application automatically picks up these credentials and tries to log in. However, if this account does not have sufficient privileges the "Unauthorized" error is shown. There are several work-arounds:
1) Navigate to Help > Profile Manager > Global Variables and switch the option named "Use Local System Credentials" to False. Click Apply and close Profile Manager. Now you can restart the application and try your site connection again.
2) Re-start MetaVis under "Run As" - Hold down the shift key and click with your mouse on the MetaVis shortcut. Select Run As and type in either the admin account or any other account that has no rights to the SharePoint environment. If you do the later, you will be prompted to enter credentials when connecting to SharePoint.
See these Resources for further information:
http://support.microsoft.com/kb/294676
3) Relogin into the computer with a local account or a domain account with no SharePoint privileges. You will be prompted to enter credentials when connecting to SharePoint.
If you use MetaVis Architect (either full edition or Trial), the user that you use to connect to SharePoint should have at least Design privileges (Full Control will also work).
If you use MetaVis Classifier or Migrator products (check what it has in the application title bar) then the user that you use to connect to SharePoint should have at least Contribute privileges on the site you connect to (Anything better than Contribute like Design or Full Control will also work).
MetaVis Architect Trial Edition that you receive when you select "Try Now" on www.metavistech.com requires at least Design privileges because it includes Architect product.
To fix "Authentication Failure" error that appears during connection to SharePoint change the following setting on the Windows computer that runs MetaVis (Mostly applies to Win7, Win8 and Server 2008 R2, Server 2012):
1. Open Control Panel
2. System and Security
3. Administrative Tools
4. Local Security Policy (can take a minute to load)
5. Local Policies
6. Security Options
7. Network security: LAN Manager authentication level 8. Change the setting to be: "Send LM & NTLM - use NTLMv2 session security if negotiated"
After changing this property try to reconnect to the site again.
In the case Local Security Policy is not available on the computer (for example, in case of Windows 7 Home Premium Edition), run registry editor (type regedit in the command line or in Run... prompt). Find the node:
HKEY_LOCAL_MACHINE / System / CurrentControlSet / Control / Lsa
Click on Lsa node and create there a New DWORD (32-bit) Value LmCompatibilityLevel with the value 1. It will have the same effect as setting local security policy in Win7 Professional. It should resolve Authentication Failure issue. Below is the picture of registry editor with this value already set.

Hosted SharePoint environment often has mapping of user email to an internal user names on the provider's local domain. In order to learn the exact user name used by SharePoint do the following:
If you are connecting to Office 365 without federated accounts, enter the same email address and password you use to login to Office 365 through your web browser.
If you are connecting to Office 365 with federated accounts (ADFS), then please see the following FAQ for connection steps:
http://www.metavistech.com/content/how-can-i-connect-using-claims-based-...
If you are connecting to BPOS or other hosted SharePoint
* Login to your hosted Microsoft Online, BPOS or other hosted SharePoint
* Click on your "Welcome " on the top of the page
* Select My Settings
* Look at the Account property
* Use Account as a user on the MetaVis connection wizard to connect to SharePoint
* You can use the complete domain\user account name in the user field or type user in the user field and domain in the domain field
MetaVis supports connections to several configurations of Claims based authentication. To enable this connection type, please perform the following steps:
To connect to SharePoint site with Kerberos authentication you need to know two parameters of your network:
KDC server in case of Windows netowork could be detected by running command prompt (Start / Run / cmd) and executing the following command:
echo %logonserver%
Kerberos Realm should be learned from network administrator.
Download ZIP file with MetaVis Kerberos configuration files using this link: http://www.metavistech.com/~metavis/kerberos/KerberosConfiguration.zip . Copy two files: krb5.conf and login.conf in the root of drive c:. Edit krb5.conf to replace REALM with your Kerberos Realm and DOMAINCONTROLLER with your domain controller. Replace MetaVis.ini file located in MetaVis installation folder on your hard drive (default location is c:\Program Files\MetaVis Technologies\metavis) with the one from archive. In case you copied krb5.conf and login.conf to different locations edit MetaVis.ini file to reflect the new location of these files. In all cases use Wordpad for editing since Notepad would not display new line characters correctly.
After this start MetaVis and try to connect. If connection does not work then add the following registry settings:
HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\Lsa\Kerberos\
Value Name: AllowTGTSessionKey
Value Type: REG_DWORD
Value: 0x01
To do this open registry editor (Start / Run / then type regedit ). In the registry editor expand HKEY_LOCAL_MACHINE node, then SYSTEM, then CurrentControlSet / Control / Lsa / Kerberos. Right click on the right side, select New / DWORD (32 bit) Value, enter name AllowTGTSessionKey, click Ok, double click on new record and enter 1 as a value. It should finally look like this:

For server computers make the same registry entry but in the following registry section:
HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\Lsa\Kerberos\Parameters
After registry setting is modified try to connect to the site again. In case it still does not connect check the realm and domain controller information in krb5.conf file and run MetaVis in debug mode to diagnose Kerberos negotiation. To do this right click on MetaVis icon on the desktop and add parameter -consolelog after the double quote character of the Target field of the shortcut properties. After this save the properties and run MetaVis from this shortcut. MetaVis will startup together with black windows that will display the log. Connect to the SharePoint site and send us the content of the black window. To do this, right click on the black window title bar, select Edit / Select All. It will select all text inside this window. Then press <Enter> to copy this text into clipboard. Paste it into the email message ans send it to support@metavistech.com
In this case we need to diagnose the issue by looking through your log. Please follow these steps:
1) Go to Help ribbon and turn on Debug Mode:
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2) Try to connect to SharePoint..
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3) Return to the Help ribbon and turn off Debug Mode
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4) Click the Log Manager Button.
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5) Select a location to store log files. Then press the Save Environment button.

6) Please send the zip file created in step 4 back to us at support@metavistech.com or if it too large please use the following drop box: http://dropbox.yousendit.com/MetaVisSupport121114118
MetaVis Architect Products support the following versions of SharePoint
* SharePoint Server 2013
* SharePoint Foundation 2013
* SharePoint Server 2010
* SharePoint Foundation 2010
* Microsoft Office SharePoint Server (MOSS) 2007
* Windows SharePoint Services (WSS) v3
* Microsoft Online (BPOS) and other SharePoint Hosting Providers
* Office 365
* SharePoint Portal Server (SPS) 2003 (source only)
* Windows SharePoint Services (WSS) v2 (source only)
* FAT/NTFS File System (source only)
* Outlook (source only)
* Exchange Public Folders (source only)
This error comes from the web server, and is typically related to credentials. There are a few potential triggers:
-The account does not have access to the site or a particular subsite
-The account does not have sufficient permissions to perform a particular action (such as create a new site)
-The authentication method involves something beyond just username and password.
To troubleshoot:
-Verify the account has access to the selected environment, and that it has appropriate permissiosn to perform the given action
-When the credentials wizard screen appears, click the "Claims" button and try to connect using the browser connect option within MetaVis
You can have the tool store your credentials for projects you access frequently by using our Password Manager.
When beginning a migration, you will be prompted for your credientals. Next to your username you will see a button with a gold key, this is the icon for Password Manager.

If you have not set up Password Manager before, you will be presented with a window that will ask you to set a master password:

After entering the master password, entering it again to confirm, and clicking "OK", you will be sent back to the window to enter the credentials for your sharepoint:

Enter your credentials. You will notice that the key icon now has a green plus next to it. If you hover over the button, a message will pop up saying "Press to store entered credentials on finish." Click this button to store your credentials. Then click "Connect" This will store your credentials. During the next unique session of the tool, (the next time it is launched), when connecting to your project, (sharepoint environment), you can click the Password Manager icon, enter your master password, and your credentials will be entered for you.
If you prefer that the password manager not store your credentials or you want to remove them from password manager, you can do so by clicking the password manager icon with a red minus next to it. You will see this icon if you have logged into password manager correctly and have previously stored your credentials.


This represents a pretty typical error with a redirect associated to the provided Site Address/URL. Please verify is there are any redirects related to this location and if there are, use the final landing location when connecting with the application.

This error comes from your SharePoint environment, usually IIS, and is typically related to credentials. There are a few potential triggers:
To troubleshoot:
If you are still receiving this error, please contact Support for further assistance.

This is probably our number one asked question regarding Connectivity difficulties and can become a source of user frustration when performing what seems to be a trivial task; establishing a site connection. The list below represents the most common causes of this error. If you are still experiencing a 403 error after reviewing this list, please don’t hesitate to reach out to Support who can provide further assistance.
• Check the Site Address/URL that you have provided and make sure it is correct. Remove the ending location (SitePages/Home.aspx or /default.aspx) if you haven’t already. The correct URL should end with the name of the site or site collection you want to connect.
• Confirm that the supplied login has adequate permissions to connect to this site. If you were not prompted for a login, then the application is using your currently logged in Windows account.
• Please try entering both your user name and password again. If you are copying the values from another location, please make sure you are not including any extra or trailing spaces at the end of your user name or password.
• Most passwords usually have a finite lifespan, so please make sure yours has not expired by logging into this SharePoint location using your local web browser.

This message is caused by a specific parameter setting in your local Windows group policy. To successfully connect, please perform the following steps:
If you are still receiving this error, please contact Support for further assistance.
If your SharePoint environment is configured for Claims based authentication, please try the following steps:

If you are still having issues, please contact Support for further assistance.

The application requires at least SharePoint Designer rights to establish a connection to SharePoint. If the account the application is using does not have this level of permissions, then it will fail and display this message.
In order to proceed account, please login to SharePoint and increase the site permissions of this particular user to be Designer or higher. You may need to contact your SharePoint Administrator if you do not have access to perform this modification. Alternatively, you can enter another user account with higher permissions into the tool’s login prompt.
If the application did not prompt you for a login and you are still receiving this error, that is because the tool is using your currently logged in Windows account to attempt authentication. For this scenario, you can try a few work arounds:
For more information, please review: http://support.microsoft.com/kb/294676
If you are still receiving this error, please contact Support for further assistance.
To connect to a SharePoint site with Kerberos authentication you need to know these two parameters of your network. You may need to contact your Network Administrator to obtain these values.
KDC server in the case of a Windows network can be detected by running command prompt (Start / Run / cmd) and executing the following command:
echo %logonserver%
Kerberos Realm should be obtained from your Network Administrator.
Now that you know your Kerberos parameters, you may now proceed with configuring the application.
In case you copied ‘krb5.conf’ and ‘login.conf’ to different locations, edit this MetaVis.ini file to reflect the new location of these two files
Open registry editor (Start / Run / then type regedit ). In the registry editor expand HKEY_LOCAL_MACHINE node, then SYSTEM, then CurrentControlSet / Control / Lsa / Kerberos. Right click on the right side, select New / DWORD (32 bit) Value, enter name AllowTGTSessionKey, click Ok, double click on new record and enter 1 as a value
HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\Lsa\Kerberos\
Value Name: AllowTGTSessionKey
Value Type: REG_DWORD
Value: 0x01
For server computers make the same registry entry but in the following section:
HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\Lsa\Kerberos\Parameters
If you are still receiving this error, please contact Support for further assistance.
Hosted SharePoint environments often have mapping of user emails to their internal user names on the provider's local domain. In order to learn the exact user name used by SharePoint, please do the following:
If you are still having issues connecting to your online SharePoint site, please contact Support for further assistance.

SharePoint did not respond in time for our connection attempt. The most common reasons for this behavior are:
The ideal resolution would be to talk with your Network Admins and ask them about the possibilities mentioned above. Sometimes it can be as simple as providing an alternative connection point to SharePoint, like using the direct URL to a web front end or bypassing your load balancer via Host file modifications.
If nothing seems to be working and you are still receiving a time out, you can try adjusting the “Connectivity Timeout” value located in Help > Profile Manager > Global Variables. The default value is 60 (seconds), but increasing it to 120 or more has proven successful for others.

The Site Address you have entered is invalid. Please verify the URL, make any necessary modifications and retry the connection. The recommended approach is to login to this location via a web browser and then Copy/Paste the URL from here, removing the trailing page (SitePages/Home.aspx, default.aspx).
If you are still receiving this error, please contact Support for further assistance.
The tool is unable to connect to the site address that was specified. The most common reason for this message is the presence of a proxy server within your network. Please make sure you have configured your proxy server correctly and that you check the "Use Proxy" option in the connection dialog.
If you are unsure about the presence of a proxy or its configuration, please contact your local network administrator.

Please make sure the SharePoint location you are entering is enabled for a secure SSL connection (https://).

This error is commonly generated when there is a need to specify a different home folder location. For example, when a user has roaming Windows profile or the user home directory does not have letter mapping but is accessible by UNC path like \\server\drive\folder\folder. MetaVis does not support this setup and requires letter mapping for the user home directory. When these cases are encountered an error similar to the one pictured above is displayed.
To resolve this issue, please perform the following steps:
If you are still receiving this error, please contact Support for further assistance.
MetaVis keeps all offline data in the folder "c:\Documents and Settings\< user >\Metavis" (or "c:\Users\< user >\Metavis" in case of Vista or Win2008 Server). Since site data may be as large as 0.5-2M this space may grow in size. It is posible however to move it to the other folder possibly on the other drive.
First, you need to find new location for Metavis workspace. Let's say you will create a folder d:\Metavis. It is good to create this folder because we could be sure that the application will have permission to write there.
Then you need to edit this file (I assume that you have MetaVis installed on drive D:):
"D:\Program Files\MetaVis Technologies\metavis\configuration\config.ini"
Some folders are hidden in this path so you may want to either unhide them when you look or type (paste) this path to Wordpad Open command. You can use Wordpad instead of Notepad to edit this file since Notepad will not show it properly.
It is a simple text file. The last line there is
osgi.instance.area.default=@user.home/Metavis
you can make it like this:
osgi.instance.area.default=d:/Metavis
Note that slashes between folders are like this: / Basically, you can have any path over there, just keep in mind that the application should have permission to write there. Then restart Metavis and it will use this new folder to store its files. It will ask for the activation code again because it stores license file over there too. You can use the same activation code that you used to activate the product first time.
Allocated memory is controlled using this file "C:\Program Files\MetaVis Technologies\metavis\MetaVis.ini" (your path could be different if you installed Metavis in another location).
Open the ini file using WordPad (start Wordpad as an Administrator) and locate this line:
-Xmx1024M
This is the maximum memory the application can consume (1024M by default).
You can increase or decrease it. Here is an example of 1536 MB, which is the maximum for a 32-bit system*:
-Xmx1536M
MetaVis application will need to be restarted for the setting to take effect.
This setting could be lowered as low as 512M if you need to limit the amount of memory the tool uses. If you get an error starting MetaVis you should lower your memory allocation.
* If you have a 64-bit O/S and would like to use our 64-bit version, please contact support@metavistech.com for more information.
Yes, this setting can be changed in Profile Manager. Please follow these steps to modify the default version comment:
1) Within the tool, navigate to Help > Profile Manager and click on the Global Variables section.
2) Scroll down to the setting labeled "Version Comment"
3) Enter a Version Comment that you would like to use or leave it blank
4) Click Apply and then Close Profile Manager.
List of options in Profile Manager - Global Variables: (updated January 8, 2013)
Default User Account - When entered this account will be used to populate the Created/Modified By fields if the source user is not available in the target and a user mapping for this user does not exist. If this field is left empty, the logged in user account will be used to populate the Created/Modified By fields under the same conditions.
Use Local System Credentials to Connect - This setting controls how the system authenticates into SharePoint.
If this setting is set to "True", the system will first try to connect using the currently logged in account for your computer. If that account does not exist in SharePoint, the system will prompt you to enter credentials. If the setting is set to "False", the system will always prompt for credentials.
Invalid Characters Replacement - This setting identifies the character that will be used to replace any unsupported SharePoint characters during import.
Connectivity Timeout - This setting allows users to adjust the connectivity timeout setting. The default is 60 (seconds), but in some cases, it may be useful to change to 120 or 180 or higher for large files, slow networks or slow SharePoints.
Number of Characters to Retain - This setting controls how many characters will be retained if an email message title is excessively long. 128 is the maximum amount of characters allowed.
Maximum Parallel Threads - This setting controls the maximum number of parallel threads that can open a SharePoint connection.
The system is designed to use multiple threads when copying objects. This setting designates the maximum number of these threads that may be opened at any one time. The number of threads may be adjusted but setting this parameter too high may impact the perfomance of your SharePoint servers.
Note: This setting only applies to site copy operations, where multiple parallel threads are used to copy lists and libraries in the site (one thread per list). For other migration tasks, one needs to explicitly start multiple migration tasks to run multithreaded migrations (one thread per task).
Note 2: Besides the usual reason for adjusting the Maximum Parallel Threads value (to increase/decrease performance due to server concerns), it is recommended to set it to “1” when dealing with both source and targetenvironments that require a security token or session cookie for authentication. Most likely scenario of course is 365 to 365migrations. A single 365 connection (migrating into or out of) is fine with the default 5 since there is only one authentication to handle.
Content Types Load Limit - The system will bypass loading site content types into cache when the total number of content types in a site exceeds this number. This is implemented to avoid lengthy load times for some sites.
Version Comment - This is the default comment that will be used when importing or copying content into versioned lists or libraries.
SharePoint provides a field for entering a comment when importing or copying content into versioned lists. This value will be used if no other value exists or is entered manually. The product does display and provide a means to override this value in the copy and import wizards.
Site Template for My Sites - Site template to use when creating My Sites. The following values are recommended
STS#0 - Team Site
SPSPERS#0 - My Site
Query Chunk Size - Controls the number of items returned per query. For particularly slow servers, reducing this setting may help alleviate timeout and "OutofMemory" issues.
Slow Query - provides an alternative filter-based way to query lists. When this option is set to true this method is used when the regular list query fails because of number of items in the list is greater than list threshold limitation. The regular way to resolve this threshold limitation is to decrease the Query Chunk Size while still keeping Slow Query parameter as false. However, for some lists the exception still occurs even with small Query Chunk Size parameter. In many cases for such lists the only way to get data from them is to use Slow Query option with experimentally selected Query Chunk Size that will provide better performance for larger chunk size.
Outlook Virtual Folder Size - For very large Public or E-mail Folders, the system will auto create virtual folders to allow viewing and processing of content. This setting controls the maximum number of items in these folders.
Embedded WEB Parts Mode - This feature copies the page and its web parts together and set to 'True' by default.
False mode usually does not provide as accurate results as True, so you may want to run a test if you decide to pursue this option.
Page Encoding - The encoding value that the tool uses to process pages. This value can be adjusted based on the environment.
Allow Deleting Sites - This setting allows for the deletion of your sites in SharePoint.
When set to 'True', this feature allows users to delete entire SharePoint sites. Be warned that your SharePoint sites cannot be recovered once deleted, so we recommend setting this feature to 'False'.
Source Territory - Source Territory allows users to define time zone schedule of the source site in the case when the system could not detect it automatically for security or some other reasons. Time zone of the source site could be important during data copy activities when copying item or document versions because they are reported in the local time zone by SharePoint APIs.
It is necessary to specify time zone territory instead of the time zone shift because of different winter and summer time switch dates for different territories and for different times in the past.
Enforce MS Office Metadata - This option provides the tool with the ability to set metadata on Office documents that have failed using the default methods.
Regional Date Format - Regional Date Format allows user to specify the date format of the source SharePoint site in the case the system could not detect it automatically because of security or some other reasons. Regional date format could be important during copying of the item or document versions because dates are reported in the regional format by SharePoint APIs.
There are a couple of examples of the regional date format
MM/dd/yyyy hh:mm:ss a
dd/MM/yyyy hh:mm:ss a
yyyy-MM-dd HH:mm
Authentication Preference - Sets the default authentication preference that the system will use in the case where several methods are available.
License Sever - This is for internal use only
Keep Original WEB Parts - The system will keep all the original web parts on the target page during copy instead of deleting them and creating new ones based on the source.
Make Required Fields Optional - This feature when set to 'True', will set ALL fields to 'Optional' in the target site.
This feature is used when required fields in the source site are empty and can be used in place of the 'Defer Required'(2010 only) option when the target site is a 2007 SharePoint Site.
Enable Browser Connect - Enable Browser Connect option allows user to connect to SharePoint sites with Claims-based Authentication scheme. When this option is enabled in the Global Profiles user may select Claims button on the connect dialog instead of entering user information on the application login screen. After the connect to the site is established using the Internet Browser that will appear on the screen, click Connect button on the Browser dialog to complete connection to the site. Note that if the site does not use Claims-based authentication, the connection will fail.
Enable Copy Alerts - This setting controls the availability of an option to copy Alerts. Alerts may be copied during a site copy operation (available under Advanced Options) or independentally using the site level right-click menu. Please refer to the user manual for additional information.
Enable Copy of OOB Workflows - This setting controls the availability of an option to copy OOB Workflows. OOB Workflows may be copied during a site or list copy operation (available under List Copy Options) or independentally using the list level right-click menu (Objects>Show Workflows). Please refer to the user manual for additional information.
Enable New Term Workaround - Enable New Term Workaround is a setting that enables the logic to work around the bug in SharePoint that affected assigning new terms to any managed metadata field created using SharePoint with patch level from above mentioned time range. The side effect of this setting is the performance of the copy operations.
Additional Forbidden Characters - Forbidden characters to replace in file and folder names when uploading files from File System or 3rd party systems to SharePoint in addition to the other embedded algorithms
CSV Separator - Used in mapping files and content loaded using CSV Spreadsheets. The default value is comma (hence the name CSV - Comma Separated Values) but some countries use semi-column or some other character.
Encoding for templates - Specify the encoding value used for user mapping files loaded into the system.
Enable Timestamp on message title - Controls the function that adds time stamp to the document name when copying Exchange messages to SharePoint libraries to preserve uniqueness of the named of the document library documents.
Refresh After Copy - This setting controls whether the Content Pane is refreshed after new items have been copied into a list or library. In certain cases when the target list is very large and the user is executing multiple copy/upload operations, it may be beneficial to turn this setting to False to avoid delays due to a list refresh.
I have been unable to resolve an issue or feel that a MetaVis product is functioning incorrectly, we welcome your feedback.
There are several items that we ask you to provide us so we can diagnose any issues in a timely manner.
- Log files - there are log files generated by the system that can provide us clues about the issue. An additional level of logging is also available under Debug mode. Please see instrucitons on sending us log files below.
- Screen shots - a picture is worth a thousand words :-). If you can take some screenshots and send them along with the logs, that would be very helpfull
How to collect logs:
1) Go to Help ribbon and click the “Log Manager” button. In the next window, click the “Clean Environment” button and then close the window. Now you can turn on Debug Mode:
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2) Try to run your migration again:
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3) Return to the Help ribbon and turn off Debug Mode
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4) Click the Log Manager Button.
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5) Select a location to store log files. Then press the Save Environment button.

6) Please send the zip file created in step 4 back to us or if it too large please use the following drop box: http://dropbox.yousendit.com/MetaVisSupport121114118
Multi-threading
The application is multi-threaded and supports parallel processing of site, list and item level operations including copying, uploading, downloading and backup. If you are moving large amounts of content, rather than running one job to completion and starting a new one, you can run both (or more) at the same time. For example, instead of running an entire site collection copy, break it down into smaller pieces and move groups of sub-sites. This will allow the tool to process and migrate more content at a faster rate.
Note: Parallel processing is not supported when copying or uploading items into a single list or library and may result in data corruption.
Using Multiple Instances
Opening multiple instances or sessions of MetaVis on the same machine will allow simultaneous operations. If you have a large amount of data, e.g. Terabytes of content, you can acquire additional MetaVis licenses and install and run on several machines in multi-threaded mode to decrease migration time.
SharePoint Servers (read and write)
While the tool is multi-threaded, it can only read and write to SharePoint as fast as SharePoint and SQL Server can handle. Each operation performed by the tool is similar to a user’s interaction with SharePoint via a web browser, so at a high level the tool is accessing SharePoint (both source and destination) at a very high rate. If too many operations are run in parallel, SharePoint can become overloaded which can lead to connections being dropped or the service becoming unavailable.
Migrate during Off-peak hours
Due to the way in which the tool accesses SharePoint, it is often competing with, (and usually beating), content owners that are trying to work with their content in SharePoint. For this reason, it is advisable to perform migrations after business hours or during off-peak business hours to prevent your servers from becoming bogged down and to decrease user disruptions.
A new feature/concept called Document Sets became available with the introduction of SharePoint 2010. Conceptually and technically similar to folders, Doc Sets allow user to store and apply metadata to a group of items stored within this object. Typical use cases include converting folders to doc sets in-place (tagging), converting folders to doc sets during copy from another SharePoint and converting folders to doc sets when importing files from a file system.
The content types used to designate Doc Sets are a different type than the ones applied to items. Therefore, users cannot simply use MetaVis wizards to create doc sets. In fact, Doc Set content types will not be displayed.
However, there is a way to created Doc Sets for any of the use cases discussed above. It must be done using the CSV feature provided for all three scenarios.
Item Level Tag or Copy allows to select one or several items in a list and copy all of them at once to another folder, list, site, site collection or SharePoint server. During this process it is possible to change content type, replace values for certain fields or to specify new values for the selected fields. All these changes to the field values will be applied to all items selected for the bulk tag or copy.
The function to replace field values offers two possibilities for any field:
It is worth to note that while selecting source field during field mapping it is possible to select a field of a different field type that the field from the destination. It allows not only to map string field to the string one or number field to number one but also to map string field to a lookup one or lookup field to choice. It opens an opportunity to replace fields with other fields of different field type.
To clear the fields of the selected items do the following:
This feature is accessible from the Ribbon and Tools menu and provides the unique functionality of deleting contents from a site or site collection based on the Site/List Content report. The content may reside in any site, sub-site and list. 
STEP 1) Generate a Site/List Contents Report. Edit the report in Excel to filter out any items that are to be deleted from SharePoint. A convenient way to do this is using the Filtering option in Microsoft Excel.
STEP 2) When you are satisfied that the items remaining are the ones that should not be deleted from SharePoint, highlight them and delete them from the report. The remaining items in the report will be processed by the Mass Delete feature.
STEP 3) Save the file in a convenient place.
STEP 4) Select the Mass Delete by Report feature and browse to the .csv filed saved in the previous step.
STEP 5) Check the Delete folders option if you wish to have the folders removed as well.
STEP 6) Press Finish to begin the process.
Unfortunately, Microsoft does not support the Fab40 templates in SharePoint 2010 and Office 365 and by extension MetaVis does not support migrating these templates to SharePoint 2010 and Office 365. We know that is a frustrating answer but Microsoft no longer supports these customizations and they should not be migrated.
MetaVis Architect Custom Column Types Profile Manager (Profile Manager) Profile Manager is designed to define custom column types for use by MetaVis Architect. Once the initialization is completed, Architect can understand, display and provision these column to SharePoint. Please note, that in order to complete the configuration you must understand how the column was initially constructed in SharePoint. Profile Manager can be invoked by selecting File / Custom Columns Profiler. Press the Create button to begin initializing a custom column type. After profile is created is should be saved by "Save Profile" button. Existing column type profiles could be edited by selecting profile in Profile drop down box. Profiles may be distributed among multiple MetaVis Architect installations by using Export and Import functionality. Column type profile contains the following properties:
In addition to general profile properties described above, Profile Manager can be used to define unique characteristics for the custom column type. You may define these by selecting a column type profile and pressing the "Create" button in "Column Characteristics" area. Each characteristic has the following properties:
After defining characteristic properties the characteristic should be saved by using "Save Characteristic" button. Note that this button does not save the whole profile. A profile may contain many characteristics.
A selected characteristic may be removed, but the whole profile should be saved using "Save Profile" button after any changes in characteristics are made.
MetaVis Architect is an offline application. After you added objects to a diagram and decided that this is right time to provision them in the SharePoint site, right click on the site icon in the Navigation Tree, select "Compare With... / Last Loaded Version" or "Compare With... / Latest from SharePoint" that will display a Compare Report. Select some, all or group of records in the Compare Report, right click and select "Update SharePoint". This command will actually start creating objects in SharePoint site. Look for update status that will be displayed in the Compare Report.
There are two ways to make MetaVis to pick up new objects created in SharePoint:
1. Right click on the site icon in the Navigation Tree and select “Compare With … / Latest from SharePoint”. It will download latest SharePoint structure and show compare report where you will see new object. Right click on the object in the Compare Report and select “Update Diagram” so this list will appear in MetaVis. You may need to right click on “Lists” (or Content Types) icon to refresh the view after this.
2. You can do the same things faster by doing this: Right click on the site icon in the Navigation Tree and select Refresh. When you do it for the site, MetaVis will connect to SharePoint and retrieve new site structure. At the end it will ask you whether you want to replace the local data and you should say Yes. It does it because it assumes that you may make changes in the local site diagram (like add new content type or a column) so it confirms that it is fine to overwrite them with the latest data from SharePoint site. You may need to right click on “Lists” icon in the Navigation Tree after this to refresh the view.
No. Your backups are stored in the documents native format.
For example, if your backup includes Word documents, then those files will be stored as Word documents and they can be accessed from their backup location using Microsoft Word or any other compatible editor.
MetaVis Backup for SharePoint allows site, list or item level restores.
MetaVis Backup for SharePoint integrates seamlessly with Windows Task Scheduler v2 to trigger the backup operations, but any other scheduling application can be used. If you are not using Windows Task Scheduler v2, then please refer to that product's documentation for configuration settings.
The following outlines the basic steps to schedule an incremental backup using Microsoft® Windows Task Scheduler v2.
1. Connect to a SharePoint site or site collection and perform a full backup
2. Select the project in the Backup Navigator view, right click and choose “Update Backup” or click the Update button in the tool’s ribbon.
3. Select either "Incremental from Last Update" or "Incremental from Last Full Update".
4. Click the “Generate Script” button.
5. When the Command line script dialog appears, click the “Upload to Windows Scheduler” button. Note: This option is only available when Windows Task Scheduler v2 is detected.
6. Name the task appropriately and save it to a location on this local computer.
7. After the save is complete, Windows Task Scheduler should automatically open. If it does not, click the Windows Start Icon and type “Scheduler” into the search box to launch the utility.
8. Within Task Scheduler, open the Task Scheduler Library and choose “MetaVis Tasks”.
9. Highlight your task from the list, right click and choose Properties.
10. On the General tab, enable the options “Run whether user is logged on or not” and “Run with highest privileges".
11. Switch to the Triggers tab and click “New…” to create a New Trigger for your backup requirements. Be sure to check the “Enabled” option before you complete the trigger.
12. After the trigger is created, you can click the Ok button to finish the scheduling.
The scheduling is now complete and the backups will be executed based on the settings designated in the Windows Task Scheduler Trigger.
MetaVis Classifier/Migrator for SharePoint allows loading of files from file system to SharePoint document libraries. It also allows to set document fields during the file load or to pick up values for library fields from certain file properties like Modified Date, Owner or Keywords. The file load process also preserves folder structure in case the whole folder from file system is imported into SharePoint.
Folder structure is one of the few ways to classify files on the file system. In SharePoint, however, it is preferable to maintain document properties in list fields. Using fields instead of folders in SharePoint libraries facilitates flexible content navigation, search and workflows.
It is sometimes desirable to preserve folder information in certain fields of the document library at the time of the file import process. This approach works at its best in cases when files on file system are located in well structured folder hierarchies. The example of such folder tree is the following file path: N:\Network Share\Corporate Documents\Product Support\Company\Project\Phase\Document Name. In this example N:\Network Share\Corporate Documents is the documents storage location, Product Support is a company division, Company is the specific client, Project is the project and Phase is the project phase. MetaVis Migrator allows to grab any element of the folder tree (like Company or Project) and make it as a document field at the time of importing file.
MetaVis Classifier/Migrator allows you to drag and drop (or copy and paste) files of folders from file system to SharePoint document library. This operation displays Properties screen that allows you to select fields for imported documents. Select a Content Type, define or map values for any fields on this screen. Pick a field that should contain folder information. Click Down-Arrow button for this field to map it to a property of the source files. The source properties will include folder values. In our example given above "Folder 1 in File Path" will have Network Share value, "Folder 2 in File Path" - Corporate Documents, "Folder 3 in File Path" - Product Support and so on. After field is mapped to the correct Folder and import process is started, MetaVis Migrator for each loaded file will set correct folder value for the mapped field.
It is usually a good strategy to perform load of one file in MetaVis Data Analysis Mode to understand better the values for "Folder in File Path" properties. In this mode MetaVis Migrator will show values for the selected field on the source property pick up dialog. To enable this mode select menu item Edit / MetaVis Data Analysis Mode. Remember which "Folder in File Path" property should be used during mapping or save the complete mapping in MetaVis Copy Template. To save time, disable MetaVis Data Analysis Mode when performing actual file import and use MetaVis Copy Template or remembered "Folder in File Path" field during field mapping.
Once the folder information is loaded into fields of each SharePoint item there is no more need for folders. There are other tools that exist in SharePoint which could be employed to simplify navigation to better find SharePoint content. List views with group by criteria and faceted search are just two examples of dynamically changing navigation systems. MetaVis Migrator optionally allows to get rid of folders during file load from file system. Just check "Remove folder Structure" check-box on the Summary page of the File Load wizard and MetaVis will load all files from all subfolders into one selected location (list or folder) in SharePoint
There are two ways to copy files from file system and set some field values at the same time
First way is to use MetaVis Classifier / Migrator or the whole MetaVis Architect Suite. If you use MetaVis Architect Suite switch to Classifier mode by pressing yellow tag in the application toolbar. MetaVis Architect Suite, Migrator or Classifier should be installed on the client computer. Execute Connect to SharePoint to load SharePoint WEB Site structure to MetaVis. It will show site tree, lists and folders in the Navigator View. Use My File System view to find folders on you file share that should be moved to SharePoint. Double click on the folder will display files located in this folder in Contents view. Select files and folders that should be copied to SharePoint in My File System or in Content view. Copy select files and paste them into SharePoint library folder or drag and drop selected files into the destination library or folder in the Navigator View. MetaVis will display "Copy Files" wizard that will allow to define field values for the uploaded files. Repeat this procedure for the other group of files that should be moved to the other destination.
This way of coying files allows use of the MetaVis Core Properties Extension module that optionally might be installed on the SharePoint server. If this module is installed, it is possible to map created date, modified date, created by and modified by core document properties to the corresponding values of the file from the file system.
The other way to copy files from file system to SharePoint libraries is to use MetaVis Folders product. MetaVis Folders should be installed and activated on the SharePoint server. After MetaVis Folders product is installed and activated, enable it for the libraries that will be destinations for the file system files. After this create folder-inherited content types in the site that will allow you to build folder hierarchy in the destination libraries with the certain values in the fields associated with folders. Add new folder content types into the destination libraries and build a folder tree there and assign values to the fields of the newly created folders. After this, copy files from your file shares to the destination folders using any way provided by SharePoint: upload files into the libraries using WEB GUI or connect to SharePoint library using Windows WEB Folders (Windows Explorer or Network Places). Any document that will be copied or uploaded to the folder managed by Metavis Folders product will be automatically assigned all field values from this folder (and its parent folder and parent of the parent folder, etc).
To successfully connect MetaVis to your Office 365 site or site collection, two values are required:
1.) The URL to your Office 365 site or site collection. This can be copied and pasted from a web browser, removing anything after the site name (for example, remove /SitePages/Home.aspx).
2.) The username and password that you enter to login to Office 365. This will be your email address and password. The credentials entered here must have at least Designer rights, but it is generally recommended to be a Site Owner or Site Collection Administrator.
Once you know the above, you can click the Connect to Site button located in the upper left of the MetaVis UI. Enter a new Project Name, the URL Site Address and then your credentials when prompted. If everything is correct, MetaVis will now begin the initial connection process.
If you receive an error message, please visit the FAQ section labeled "Questions About Connection to SharePoint" which lists several common connection issues and how to resolve them.
If you are receiving a 403 error during site connection, please see this FAQ:
http://www.metavistech.com/content/how-can-i-connect-using-claims-based-...
To connect to BPOS or other Online or Hosted SharePoint environments, please see this FAQ:
http://www.metavistech.com/node/432
Yes! Our MetaVis Migrator for Office 365 tool can both read from and write to any Office 365 sites. This provides you with the ability to re-organize content between Office 365 sites or if need be, to move your Office 365 sites to an on-premise SharePoint or another hosted SharePoint environment.
Yes! MetaVis will retain your Created At/By and Modified At/By properties when migrating your content to Office 365.
If the user value cannot be located or created in Office 365, the account that was entered during the Connection process will be used instead.
To avoid using this account and to preserve all user values, the option to create and load User Mapping is provided within the Advanced Options of the MetaVis copy wizard.
To learn more about User Mapping please see this section in the User Manual, accessible from the application by navigating to the Help menu and then clicking the Help button.
At this time you must create site collections using the Office 365 SharePoint Online administration console.
Once it is created, then you can copy your sites, lists, libraries and content into this new collection.
In order to connect using command line interface for Office365, the general recommendation is to use an "<insert domain>.onmicrosoft.com" address. Use the appropriate credentials when connecting to the site during the wizard that generates the script. When the script is generated, there will be entries for the email address and for the encrypted password in the script, which can then be executed at a command prompt, Powershell, or via Windows Scheduler.
There are several scenarios where created/modified properties may not be preserved.
Some created/modified By accounts are not preserved, while other created/modified information is retained - this indicates that the users do not exist or are disabled in the target environment's Active Directory. A listing of these users can be generated using the Orphaned Users report (Security Manager). You may remap these users to other account using the User Mapping feature.
Created/Modified At properties are not preserved - this usually occurs when the account used to connect to the target site does not have site owner privileges. Grant this user account site wonder rights or use a different account.
Created/Modified properties are not preserved for minor versions of items in a versioned list - this is due to a limitation in SharePoint APIs. Where possible, users may choose to install the MetaVis web service to resolve this issue.
Created/Modified properties are not preserved when migrating to certain service pack version of SharePoint 2007 - this is due to a limitation in SharePoint APIs. Where possible, users may choose to install the MetaVis web service to resolve this issue.
The automatic user-mapping feature is intended to reduce the number of cases when the tool's user needs to provide a user-mapping file to perform content copy between SharePoint sites set up in different user domains. The feature does not resolve all cases where the user-mapping is required. For example, the tool's user may still need to supply the copy process with user-mapping file in the case when some account names are different in the source and the target domains or the tool cannot detect the way to build automatic mapping.
The automatic user-mapping does not create any negative side effects compared to former situations when automatic user mapping was not involved. The feature cannot be disabled directly though there is a way do disable the feature indirectly by providing a, (possibly redundant), user-mapping file to the migration wizard. In such a case, the user-mapping file will not be automatically generated.
The tool automatically creates user-mapping file behind the scenes when the tool's user presses "Finish" button on Item, List, or Site copy wizard without providing user-mapping file on the summary page of these wizards. The tool's user does not see this file but it exists just as it would if the user were to create it and uploaded to the wizard.
This automatically created user-mapping file contains one record. To construct this record the tool reads the currently logged-in source account and the currently logged-in target account from the Account field of the "My Settings" page in SharePoint. The tool then replaces the actual user name in these accounts with asterisk character (*) and uses this source to target pair to build the only user-mapping file record.
Below are a couple of examples of the user-mapping file records (note that there are several examples here but the actual generated user-mapping file would contain only one of the records like these):
*\DomainA,*\DomainB
*@DomainA.com,*@DomainB.com
*\DomainA,*@DomainB.com
In the case that the tool cannot extract user name information from the source or target account the automatic user-mapping file is not created and the copy process is performed without mapping file.
You can tag metadata post-migration/upload by doing the following:
1. Navigate to the list or library that contains the desired file in the "Navigator" pane. Double-click on said list/library:

2. Right--click on the file or multi-select the fiels and right click. Then select "Tag":

3. You will be presented with the "Properties" window which will allow you to edit or map your metadata. Pick the fields you wish to tag:

4. Click the downward arrow to bring up the tagging dialog box:

5. Once you've tagged every desired field, click the "Finish" button. This will kick off the operation.

6. Once the operation completes, check your target to see your documents with the metadata successfully tagged/edited.

You can copy items between SharePoint lists or file system shares in many ways using MetaVis Migrator, Classifier, or Architect Suite.
First, connect to both your source and target SharePoint sites. Once connected, you will see site hierarchies, lists, and folders in the left side Navigator View. Double clicking a list or folder in the Navigator view will display folders, items, and documents in the Content View on the right side. There is also a File System View that displays drives and folders. Double clicking a folder in the File System view will display folders, items, and documents in the Content View on the right side.

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There are several ways to initiate a copy operation that will move items between SharePoint sites or load files from file system shares:
Drag and Drop Between Two Windows
Copy Lists and Libraries Wizard
Select the source items you wish to copy, copy them to the clipboard by either right-clicking and selecting “Copy”, or using the keyboard shortcut “Ctrl-C”:

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Select the destination list or folder and paste by right clicking and selecting “Paste” or using the keyboard shortcut “Ctrl-V”:

Select source items and drag and drop them to the destination list or folder:

Select source items in the Content View, right-click on the Content View and select the “Copy To…” menu item:

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Selecting “Copy To” will display a “Copy Items” wizard. Select the destination site, list and folder on the first page of the wizard and proceed to the properties and copy pages:

Drag and Drop between two windows:
Open a second window by clicking on the “View tab and then clicking “New Window”:

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Once the new window opens, you can put them side by side, or use Aero Snap if you’re on Windows 7 and expanding your source environment in one and your target environment in the other. You will then want to drag the item from the source to the target:

Copy Lists and Libraries Wizard:
Go to the ribbon and click the “Copy” button in the “List Library” category:

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Follow the pages/prompts to copy lists, libraries, and their content (if selected) between the sites and site collections.
Go to the ribbon and click the “Live Compare!” button:

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Follow the pages/prompts to copy lists and library structures between the sites and site collections.
The following items could be copied or dragged:
-SharePoint items, folders, or documents in Contents View
-File System files or folders in Content View
-SharePoint lists and folders in Navigator View
-File System folders in Navigator View
-File System folders in My File System View
The following items could be used as target containers where the selected items could be dropped or pasted:
-SharePoint folders in Contents View
- SharePoint lists and folders in Navigator View
Use the following shortcuts to select multiple items:
(Note: An item could be a SharePoint item, folder, document, or file system file in the Content View; a list or folder in the Navigator view; or a folder in the My File System view)
-Left click selects an item and clears the previous selection
-Ctrl-Left click adds an item to the existing selection or removes an existing item from the selection
-Shift-Left click adds a group of items to the existing selection or removes a group of items from the selection
-Ctrl-A selects all items in the Content View
There are several ways to copy and paste items after they are selected:
-Right click and select Copy or Paste
-Menu>Edit and then Copy or Paste
-Use keyboard shortcuts Ctrl-C/Ctrl-V
By default, Metavis will retain core authorship properties (Created/Modified By and Created/Modified At). However, when migrating lists that require Content Approval, it is possible to preserve the current approval status. In such lists, under "List Copy Options", there is a section for Authorship. Note that currently the application only preserves either the core authorship properties or the approval status, but not both.
Applicability notes and caveats:

This parameter controls the behavior of the copy operation when the item being copied already exists in the target location. In this case, the target will first be removed and then re-copied from the source. Any new items will also be copied. This option is well suited for large migration. The source and the target libraries can then be fully synchronized with any changes made by users during the migration. However, the use of this option has the biggest impact on performance and it is recommended to apply a filter (e.g. modified at property is greater than migration date) to reduce the duration of this operation. Note: The Overwrite if File Exists parameter will be automatically disabled if this option is selected.
This allows the tool to migrate modified/updated items incrementally. Without this option, re-migrateding list items will result with duplicates because SharePoint does not match list items (unlike documents which are matched using their names).
For documents, checking this option will avoid creating a new document version. It's important to remember that the incremental copy option does not filter out unchanged documents automatically. If you use it without a time filter, it will overwrite everything in the scope. So make sure you also set up a filter for the task.
In order to copy alerts, additional software called MetaVis Alerts Collector is required. If you need this software, please send an e-mail with the title 'Alerts Collector' to: support@metavistech.com
The tool is run on the source server which is part of the alert migration process. After the utility is run, it generates a CSV file that contains all the alerts associated to that source SharePoint and you can then use this file to migrate them to your target location.
It is important to note that the location of the alert is defined in the CSV file and should match the target site and list structure. If it does not, then the CSV file can be modified to reflect this new structure prior to migrating the alerts. If alerts are being migrated, they should be done after all the content has already been copied so it does not trigger them during the migration process.
1) Download and run the Alerts Collector Application. It may take a few minutes to retrieve your farm structure.
2) A window will appear requesting to specify a CSV file name and destination.
3) Select the Web Applications or Site Collections of the Alerts to be extracted.
4) Once satisfied with your selections, click 'OK' and upon completion a 'Success' window will appear. Select 'OK' and the application will close.
5) Open MetaVis Migrator and right click on the target location in the navigator pane. Select 'Import Alerts' from the right click menu to initiate the copy alert wizard.
6) Locate the CSV file you generated and select the source site and click 'Finish'. The Copy Alerts operation will begin and when complete, a log will be generated.
For effective indexing and throttling, SharePoint, by default, limits the amount of items and lookups allowed per query. When that limit is exceeded the query fails and the message "No Data Found" is displayed. As a workaround, the tool does contain specialized code that should still allow it to perform as expected regardless of this threshold setting.
If however you have received this message and are sure there is actually content in the selected list, then you have encountered this limitation and will need to perform these steps for resolution.
1.) Login into SharePoint's "Central Administration"
2.) Navigate to "Application Management" and then "Manage web applications"
3.) Select the Web application that you would like to modify and then click the General Settings drop down located in the Ribbon.
4.) Select Resource Throttling
5.) Scroll down and locate the option called "List View Lookup Threshold" and increase this value. (Default value is 8).
6.) Click OK to save the change.
For effective indexing and throttling, SharePoint, by default, limits the amount of items and lookups allowed per query. As a workaround, the tool does contain specialized code that should still allow it to perform as expected regardless of this threshold setting. If however you have received the above message, then you have encountered this limitation and will need to perform these steps for resolution.
1.) Login into SharePoint's "Central Administration"
2.) Navigate to "Application Management" and then "Manage web applications"
3.) Select the Web application that you would like to modify and then click the General Settings drop down located in the Ribbon.
4.) Select Resource Throttling
5.) Scroll down and locate the option called "List View Lookup Threshold" and increase this value. (Default value is 8).
6.) Click OK to save the change.
This article discusses various cases of copying data in SharePoint by MetaVis Migrator. MetaVis Migrator offers wide variety of functions from a fine control over each field value while copying few selected items in a large list to a bulk copying of many lists or even sites at a time preserving object properties and all items metadata. Below is the list of different methods of copying SharePoint objects with the explanations what they do and how and when they should be used.
MetaVis applications are "upwardly compatible", meaning that a 32 bit application of MetaVis can run with on a 64 bit version of Outlook. Conversely, a 64 bit application of MetaVis cannot be run in conjuction with a 32 bit version of Outlook. In this case, you must either upgrade to the 64 bit version of Outlook or switch the MetaVis Application to the 32 bit version.
This message appears when you are running MetaVis as Administrator. To overcome the message, exit MetaVis and relaunch using the Windows user account that is configured within Outlook.
Absolutely! Security Manager does not require any server side controls or configuration, therefore it is the ideal solution for managing SharePoint security in hosted environments.
To generate accurate reports and to display membership of your Active Directory groups in SharePoint, the tool will occassionally need to read from your Active Directory tree.
If you are creating an Orphaned User report or expanding an Active Directory group, the tool will prompt for an account that has access to AD. If you have such an account, enter it in the prompt to continue. If you do not, then you can click Cancel to complete the operation, but Security Manager will be unable to display any results which would require this level of access.
SharePoint orphaned users are those accounts which had access to SharePoint at some point, but have since been disabled or deleted in Active Directory.
To generate a list of orphaned users in your SharePoint site, click the "Orphaned Users" button in the Security Manager ribbon. The resulting list will display all accounts which are orphaned including the reason (disabled or deleted). This list can also be exported to a CSV file by clicking the report icon located in the upper right of the interface. You can also right click any account and either Remove or Transfer the permissions.
Note: You will be required to provide an account that has permissions to access the Active Directory controller.
Dear Idera SharePoint migration suite Customer:
As a valued Idera customer, we want to inform you of some recent changes to your SharePoint Migration product. Effective April 22, 2013, MetaVis (http://www.metavistech.com/), the manufacturer of our SharePoint migration suite, will handle all support activities for these products. This includes SharePoint Migration Manager, SharePoint Content Organizer, and SharePoint Information Architect product. As the developer of these products, we feel that a direct relationship with MetaVis will benefit you greatly.
You may be wondering what this means for you and the product moving forward. To alleviate any concerns you may have up front, I want to ensure you that the product you are using today will continue to work as it always has. As part of this change, you will now be able to interface with MetaVis directly to handle any technical support queries, have access to the software development team and additional product offerings from MetaVis, including support for Office 365 (SharePoint Online). In addition to MetaVis, Idera will continue to sell SharePoint migration products under the MetaVis brand.
We are working closely with MetaVis to make this transition as smooth as possible for you. If you do have any questions about the transition or the product, please feel free to reach out to myself or MetaVis using the contact information below:
Thank you for being a valued customer of Idera and we look forward to our continued relationship.
Sincerely,
Wayne Washburn
Dir. of Development – SQL and SharePoint
Wayne.Washburn@idera.com
O: (713) 533-5050
Who is MetaVis?
MetaVis Technologies is a Microsoft Gold certified ISV that develops software to help organize SharePoint and Office 365 environments for improved search and governance. MetaVis takes the complexity out of designing, deploying, administering and managing content within SharePoint by offering migration, information architecture, change control, taxonomy, security, backup and metadata management software. The benefit is an organized SharePoint environment that is easily understood and well documented. The company believes that management tools for SharePoint and Office 365 should not be complicated to implement or use. MetaVis products are agentless and based on intuitive, graphical interfaces that are easy to use and easy to install.
How do I contact MetaVis directly?
Technical Support: Visit our Support Portal to contact support and log tickets.
Sales: Visit our Sales Portal or call us at +1 (610) 717-0413.
What support does MetaVis offer?
MetaVis offers both North American and European support centers to address support issues round the clock. As the developer, we have first-hand knowledge of all our products allowing us to quickly diagnose issues and answer any questions you may have with the tools.
Will my Support Agreement change?
MetaVis will take full responsibility for your support, as outlined in your current agreement. Moving forward, MetaVis will contact you directly as your maintenance nears its conclusion to provide a quote for an extension. There is no need to for you to take further action while in your current support period.
Will I need to do or change anything with the product?
The product will continue to function as-is without requiring changes. In the future you may be asked to reinstall the application or reactivate your license to continue receiving weekly updates or to take advantage of new features and functionality. If you require assistance, support will be provided.
Will there be any changes to my other Idera products?
This change will only apply to these SharePoint migration products: SharePoint Migration Manager, SharePoint Content Organizer, and SharePoint Information Architect.
Can I still purchase these products directly from Idera?
Idera will continue as a reseller offering the current MetaVis products as well as any additional products that are available. Please contact your Idera Account Manager for further information.
What other MetaVis products are available?
MetaVis offers migration, information architecture, change control, taxonomy, security, backup and metadata management software designed specifically for SharePoint and SharePoint Online (Office 365). Click here to see our full product offering.
The MetaVis line of SharePoint server-based products are those that are installed directly to the SharePoint server and are available for use within the SharePoint interface. These tools include Information Manager Enterprise and MetaVis Folders.
In order to update Information Manager Enterprise, do the following:
1. Download the Information Manager Enterprise .zip file available at the following link: http://www.metavistech.com/designer/product/MetaVis-InformationManager.zip
2. Unzip the package. You should see a folder with a name like: MetaVis-InformationManager2013-2.3.1.YYYYMMDD
3. Copy the Information Manager folder to the server on which the previous version is installed.
4. Open the Information Manager folder, inside you should see the following:

5. Run "Setup.exe":

6. Click the "Next" button.

7. In the next window, the installer will run some checks. If all of the checks succeed, click "Next". If any of the checks fail, (one of the items is displayed in red or yellow), you should contact your system administrator.

8. In the next window, you will be given two options, "upgrade" or "remove". If you want to upgrade Information Manager Enterprise, you should select the "Upgrade" radio button and then click "Next"

9. After Information Manager Enterprise has upgraded, click the "Next button. You will see the message "Upgrade Successfully Completed" and information about the installation process. You can now click the "Close" button.
10. Go to SharePoint Central Adminstration>MetaVis License Activation.
1. Choose "Information Manager" in the "Product" dropdown menu.
2. Press the "Activate Automatically" button. (If you can't use automatic activation, you can select "Actuvate Manually". Manual Activation is described in detail here.
3. Press "Complete Activation"

You have just finished upgrading your version of Information Manager Enterprise!
Information Manager can be configured so that certain SharePoint users can be excluded from utilizing specific features or the entire tool. By default, all SharePoint users have access to Information Manager functionality. So, access has to be explicitly removed from users or groups of users that should not have these capabilities.
There are currently four options that restrict access:
1) Disable the entire Information Manager functionality for a user
2) Disable the Core Properties (Created/Modified and Created By/Modified By)
3) Disable the Bulk Upload function
4) Disable the Classify All function
To configure this functionality, navigate to Site Permissions and add these new permission levels:
Disable MetaVis Information Manager
Disable MetaVis Information Manager Core Properties
Disable MetaVis Information Manager Bulk Upload
Disable MetaVis Information Manager Classify All
(Note: Disable MetaVis Information Manager takes precedence over Disable MetaVis Information Manager Core Properties. Use Disable MetaVis Information Manager to completely restrict users from Information Manager functionality.)
Add the permission levels to those users or groups who should be restricted. All other SharePoint permissions will be respected. For example, if the user has Full Control then they will still be able to edit properties and documents through the SharePoint interface regardless of their MetaVis Information Manager permission level.
"Feature with Id 'e7e35452-ab67-43d1-bb5e-8d95e20c17f5' is not installed in this farm, and cannot be added to this scope."
If you receive the above error during installation, the most likely reason is because you are attempting to install the application to a Web Front End (WFE) server instead of Central Admin. Please download and run the installer on the Central Admin server to properly install the application.
SharePoint Server 2010 has a feature called Location Based Metadata Defaults. You can read about it here:
http://msdn.microsoft.com/en-us/library/ee557925.aspx
It allows to specify different default values for different folders in the same library in the same way as you would specify default field values for the whole library.
However this method has its limitations for certain situations. We have a product called MetaVis Folders that enables similar functionality but for wider range of objects and situations. Specifically, MetaVis Folders:
1. Works with SharePoint Foundation 2010, not just Server 2010.
2. Makes new folders, non-document items and document sets also inherit default values from folders. Native functionality supports only documents
3. Works for new documents created in any MS Office version. Native functionality works only for documents that are uploaded to SharePoint or to new documents created using MS Office 2010 only.
4. Changes field values for all content inside a folder when you edit the folder metadata. So it not just provides default values for fields but it can also enforce certain field schema in folder hierarchies
5. Works with SharePoint 2007 (WSS or MOSS) providing consistent metadata mechanism for all all SharePoint versions in the organization in case upgrade it not feasible for some of them.
"Folders" is a SharePoint server-side control from MetaVis Technologies. It is designed to simplify and automate file tagging and classification in SharePoint through the use of metadata inheritance.
The control allows an administrator to activate some or all folders in a site as inheritable. Any file added to an "activated" folder automatically inherits its field values.
Usage Notes: Folders must have a defined content type inherited from standard SharePoint Folder content type along with columns defined with values. Folder content types can differ for individual folders in a folder tree. MetaVis Folders matches the columns by name.
After "MetaVis Folder" product is installed on the SharePoint server farm it has to be enabled for the libraries that require this functionality. By default, MetaVis Folders is disabled for all libraries. In order to enable MetaVis Folders functionality, open SharePoint GUI, navigate the the library, navigate to the library settings. On Library Settings page click on General "Settings / Manage folder metadata inheritance settings" link and select Yes for "Inherit parent folders metadata"
After Metavis Folders functionality is enabled for the SharePoint library any document added to this library will inherit all column values by name from all folders in the folder path where this document has been added.
After MetaVis Folders functionality has been enabled for the library, all folders that currently exist in this library will be included in metadata inheritance process. In order to exclude certain folder from the metadata inheritance, edit properties of this folder in SharePoint GUI and un-select checkbox "Enable Metadata Inheritance"
You will receive an email from metavistech.com that will contain link to the software and activation code. Download software ZIP to your SharePoint server, unzip it to some folder on hard drive and run setup.exe. Setup will present the installation wizard. Go through the wizard pages, accept MetaVis Technologies product license and select WEB Applications that require MetaVis Folders functionality enabled.
After the successful installation, open SharePoint Administration Console, navigate to Operations tab and click on MetaVis Settings / License Activation link. Select product as "MetaVis Folders", paste activation code into the activation code text box and press "Activate Automatically" button. The license should appear in the License box and Activation Status should turn green. After this click "Complete Activation" button and proceed to the product configuration.
In case "Activate Automatically" button does not retrieve the license successfully, make sure that the activation code is pasted into the activation code box exactly like it was written in the email and try to "Activate Automatically" again.
In case "Activate Automatically" button does not retrieve the license successfully, make sure that the activation code is pasted into the activation code box exactly like it was written in the email and press "Activate Manually" button. This button will popup a browser with the license displayed. Copy the license including the whole lines with the words "LICENSE BEGIN" and "LICENSE END" into License box of the license screen. Then press Check License button. License status should become green.
In case the browser that pops up in response to "Activate Manually" button does not connect to Internet, save the URL in this browser, execute it on the other computer to fetch the license and deliver it back to the License box of the MetaVis License Screen. After this press Check License button. License status should become green.
In case the browser with "Activate Manually" URL run on the other computer still does not fetch the license, email the URL that appears in the browser that pops up after you press "Activate Manually" button to support@metavistech.com. You will receive an email back with the license that you should paste to the License box of the MetaVis License screen and press Check License button. License status should become green.
There are several use cases for MetaVis Folders functionality.
MetaVis Folders allows to collect more metadata about documents without increasing work for content authors. SharePoint administrator or information architect may set up folder structure in SharePoint libraries and define columns for folders in this structure in a way that document authors may define just a couple of values during uploading documents while all other values will be set automatically based on the folders.
MetaVis Folders allows to migrate files from file system or other SharePoint site to SharePoint libraries and assign metadata at the same time while using familiar drag and drop or copy and paste Windows Explorer interface to SharePoint
Copyright ©2013 MetaVis Technologies. All rights reserved
