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Information Manager Enterprise User Edition

Information Manager Enterprise User Edition

Screen shots: 
  • Information Manager Enterprise User Edition User Interface
  • Bulk Upload Wizard
  • Term Selection Screen
  • Bulk Approve-Reject Screen

Copy, Bulk Upload, Bulk Classify


Bulk Copy, Upload, and Tag
Directly from the SharePoint Ribbon

 
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Overview

Managing SharePoint content is a daily task and administrators and users want tools that make classifying and copying content in SharePoint painless.  Information Manager Enterprise User Edition allows SharePoint users to bulk copy, upload and classify content directly from the SharePoint 2010 or 2013 Ribbon.

Installed on your server, Information Manager Enterprise User Edition empowers all site users to classify and organize content making information easily found and searchable. Familiar controls and interface elements make it the go-to tool for users. Improve your SharePoint adoption by giving users greater control to quickly add and classify content while still maintaining metadata permissions.

  • Bulk Tag/Classify: Enable users to mass assign metadata values, including the ability to copy values from other columns, content types and items.
  • Bulk Copy: Allow users to selectively copy content to another list, site or site collection while retaining or modifying metadata.
  • Bulk Upload: Allow users to import files from a file share while enriching the content with metadata from file system attributes, folder names or existing SharePoint columns such as managed metadata fields.
  • Bulk Approve: Approve and reject multiple documents in a few simple clicks.
  • Remap Content: Move content and metadata into new fields and content types.
  • Metadata Inheritance: Automatically tag SharePoint content with metadata values inherited from its parent folder.
  • Security Trimmed:  The tool only provides access to locations or items in which the user has permissions.
  • Hide/Show Features: The tool can hide or show specific features based on Permission levels.

Information Manager Enterprise User Edition is a server side tool that supports SharePoint 2013, and SharePoint 2010. 

Includes

Folders for SharePoint

Auto-tag, Metadata, Inheritance


Auto-tag SharePoint Content with Metadata Values

Inherited from its Parent Folders

 
Learn more

Feature List

Copy Content

Copy Web Content

Tagging/Classification

Copy Content from/to File System

Supported Site Templates

  • Team Sites
  • Publishing Sites
  • Meeting Workspaces
  • Document Workspaces
  • BLOGs
  • Express Team Sites

Supported Column Types

  • Managed Metadata Fields
  • Enterprise Keywords Field
  • Lookup Fields
  • Multi-Value Fields
  • Date, Number, Currency, Text, Note, Checkbox Fields
  • Choice Fields
  • Person or Group Fields
  • Hyperlink Fields

Supported Environments

  • Support for On-Premise SharePoint
  • Support for SharePoint 2010 and 2013 Only
  • Support for 40+ Authentication Schemes

Licensing

  • Host Based Licensing

Benefits

  • Enhance metadata directly from SharePoint 2010 Ribbon
  • Reorganize your content as you improve your Information Architecture
  • Easily import content from file systems
  • Improve document find-ability, search, accessibility and navigation
  • Classification templates save time and make it easy to tag documents
  • Reduce the time IT or SharePoint administrators spend classifying and organizing documents

What's New

RSS

Release 2.3.1.201304191250

Release Date: Fri, 19 Apr 2013 12:50:00 -0400

New Features

  • Added the function to move documents and items between SharePoint farm locations
  • Added the function to cut and paste items between SharePoint farm lists

Release 2.3.1.201304111011

Release Date: Thu, 11 Apr 2013 10:11:00 -0400

Extensions

  • Added new look and feel and native branding to Information Manager for SharePoint 2013

Release 2.3.1.201303121201

Release Date: Tue, 12 Mar 2013 12:01:00 -0400

Release 2.3.1.20130228746

Release Date: Thu, 28 Feb 2013 06:46:00 -0500

New Features

  • Added Copy and Paste button to the SharePoint item context menu to initiate the process of copying SharePoint items and documents
  • Added Copy and Paste button to the SharePoint ribbon toolbar to initiate the process of copying SharePoint items and documents

Extensions

  • Replaces the Copy action in the SharePoint ribbon toolbar with "Copy To..." action

Release 2.3.1.201302201125

Release Date: Wed, 20 Feb 2013 11:25:00 -0500

New Features

  • Added support for preserving folder-based list default column values for fields without explicitly set or mapped values when tagging, copying or uploading files and items

Extensions

  • Updated User Manual

Release 2.3.1.20130111518

Release Date: Fri, 11 Jan 2013 05:18:00 -0500

Release 2.3.1.20121109545

Release Date: Fri, 09 Nov 2012 05:45:00 -0500

New Features

  • Added support for SharePoint 2013 RTM

Extensions

  • Updated product name to Information Manager Enterprise User Edition
  • Updated application icon

Release 2.3.1.201209210818

Release Date: Fri, 21 Sep 2012 08:18:00 -0400

Release 2.3.1.201209121015

Release Date: Wed, 12 Sep 2012 10:15:00 -0400

Release 2.3.1.201208291327

Release Date: Wed, 29 Aug 2012 13:27:00 -0400

New Features

  • Fixed the issue with incorrect default values assigned for Checkbox (Yes/No) field
  • Fixed the issue with preserving the user selected values for the Created and Modified properties when navigating back on the Classification Wizard

Release 2.3.1.201208020444

Release Date: Thu, 02 Aug 2012 04:44:00 -0400

New Features

  • Added support for SharePoint 2013
  • Added support for copying publishing pages

Release 2.3.1.201206260629

Release Date: Tue, 26 Jun 2012 06:29:00 -0400

New Features

  • Added the function to map file name to the SharePoint field when performing bulk upload of the files from the file system to SharePoint

Extensions

  • Added portability with the latest SharePoint Wave 15 update
  • Added the function to handle the Offline CheckOut type during tagging process

Release 2.3.1.201206062305

Release Date: Wed, 06 Jun 2012 23:05:00 -0400

Release 2.3.1.201205251113

Release Date: Fri, 25 May 2012 11:13:00 -0400

Extensions

  • Changed the display order of the content types in the Content Type selection dialog to list all item content types before folder content types

Release 2.3.1.201204271125

Release Date: Fri, 27 Apr 2012 11:25:00 -0400

Extensions

  • Improved performance of the initial startup of the classification dialog
  • Added the button on Map Value page to load sample field values to prevent a long delay on page load when many items selected

Release 2.3.1.201203281118

Release Date: Wed, 28 Mar 2012 12:18:00 -0400

New Features

  • Added support to trigger workflows for the just updated items in the case there are list workflows triggered by the item update

Release 2.3.1.201203160652

Release Date: Fri, 16 Mar 2012 06:52:00 -0400

Extensions

  • Added backwards compatibility with Internet Explorer 7 browser

Release 2.3.1.201202061029

Release Date: Mon, 09 Jan 2012 10:29:00 -0500

New Features

  • Added the function to copy non-document items between SharePoint folders, lists, sites and site collections in bulk with metadata mapping

Extensions

  • Added warning message for items in the Checked Out state when performing mass Approve / Reject function

Release 2.3.1.201112190911

Release Date: Mon, 19 Dec 2011 09:11:00 -0500

Extensions

  • Updated User Manual

Release 2.3.1.201112091105

Release Date: Sun, 11 Dec 2011 11:05:00 -0500

New Features

  • Added the function to copy site as a sub-site of the selected parent site

Release 2.3.1.201111300912

Release Date: Wed, 30 Nov 2011 09:12:00 -0500

New Features

  • Added the function to block some users from using Mass Approve / Reject functionality by adding them to the permission level "Disable MetaVis Information Manager Approval"
  • Added the function to block some users from using Site Copy functionality by adding them to the permission level "Disable MetaVis Information Manager Copy Site"

Extensions

  • Added the notification about missing or un-activated Information Manager feature in destination location when Copying Items

Release 2.3.1.201111171200

Release Date: Thu, 17 Nov 2011 12:00:00 -0500

New Features

  • Improved performance of the tree view that selects destination location for the copy operation. Added the destination scopes to quickly navigate to the parent Folder, List, Site, Site Collection, WEB Application and Server Farm
  • Added an experimental function to copy sites using WEB GUI accessible from Site Settings page. Copy site function copies the current site as a sub-site to the other parent site of the same server farm simulating server side stsadm command with all its benefits and limitations

Release 2.3.1.201111111124

Release Date: Fri, 11 Nov 2011 11:24:00 -0500

Extensions

  • Added the function to mass Approve / Reject non document items

Release 2.3.1.201111041434

Release Date: Fri, 04 Nov 2011 14:34:00 -0400

New Features

  • Added the function to enable Information Manager for users without Write permissions to the list but with the appropriate permissions in the certain folders of the list

Extensions

  • Added the function to bypass selection of destination location for the copy operation by providing direct URL to the destination location instead

Release 2.3.1.201110271141

Release Date: Thu, 27 Oct 2011 11:41:00 -0400

New Features

  • Added the function to change approval status for multiple items or documents in selected nested folders at the same time
  • Added the function to change approval status for folders

Extensions

  • Added the check for the software update to the About screen

Release 2.3.1.201110250643

Release Date: Tue, 25 Oct 2011 06:43:00 -0400

Extensions

  • Added the alphabetical sort order for folders in the destination folder selection when copying items between SharePoint locations
  • Added default content type selection and default values for the content type fields on the properties page of the Bulk Upload files from file system wizard

Release 1.0.201109231044

Release Date: Fri, 23 Sep 2011 10:44:00 -0400

New Features

  • Added the function to Approve or Reject multiple items or documents at the same time

Release 1.0.201108051230

Release Date: Fri, 05 Aug 2011 12:30:00 -0400

Extensions

  • Setup for client side bulk upload plugin is included to the distribution package
  • Added the function to auto-expand target list selection navigation tree when copying itmes and documents
  • Extended Information Manager functionality to the list templates #121

Release 1.0.201107141422

Release Date: Thu, 14 Jul 2011 14:22:00 -0400

Extensions

  • Added bulk upload control version to the About screen
  • Added optional bulk upload control installer to the installation package

Release 1.0.201107111023

Release Date: Mon, 11 Jul 2011 10:23:00 -0400

New Features

  • Added support for Swedish language

Extensions

  • Added logging information at the end of the tag, copy and bulk import wizards for all failed items indicating the reasons of failure
  • Enabled tagging and mapping for created / modified properties by default. Added the permission level to disable created / modified properties for the selected users

Release 1.0.201106231035

Release Date: Thu, 23 Jun 2011 10:35:00 -0400

New Features

  • Added support for Enterprise Keywords fields. Added support to tag, map Enterprise Keyword fields to each other as well as to map values from managed metadata, string, choice or lookup fields to and from Enterprise Keyword fields
  • Added support for Asset Library, Calendar and Pages Library list templates
  • Added support to translate the product to different languages. Added support for English, Ukrainian and Russian languages
  • Added "Preserve Core Properties" switch that preserves Created At, Created By, Modified At and Modified By field values during tag, copy and upload activities

Extensions

  • Added a warning for Classify All action that all items in the list will be changed
  • Added the ability to enable the troubleshooting mode
  • Added the ribbon button "View Help" that displays product user manual

Release 1.0.201106011143

Release Date: Wed, 01 Jun 2011 11:43:00 -0400

New Features

  • Added support for Information Manager for lists like Links, Announcements, Contacts, Tasks, Project Tasks, Issue Tracking

Release 1.0.201105201056

Release Date: Fri, 20 May 2011 10:56:00 -0400

New Features

  • The product is re-branded as MetaVis Information Manager for SharePoint

Release 1.0.201105121034

Release Date: Thu, 12 May 2011 11:34:00 -0400

New Features

  • Added the function to map parts of the folder path to SharePoint fields when performing bulk file upload operation

Extensions

  • Updated graphic user interface for bulk file upload functionality

Release 1.0.201104211121

Release Date: Thu, 21 Apr 2011 12:21:00 -0400

New Features

  • Added the function to copy multiple items or documents to different folder, list or site collection inside the same server farm with the ability to preserve metadata or to map field values to match the destination list structure
  • Added Cloud Classifier tab page in the list Ribbon toolbar to access Cloud Classifier functionality
  • Added the function to map fields of different field types like string or choice field to managed metadata or lookup field

Extensions

  • Disabled the ability to assign or map created / modified properties in the default setup. Added a permission level with the name "Enable MetaVis Cloud Classifier Core Properties" that allows to unlock the logic to assign or map created / modified properties
  • Added the function to disable "Classify All" button in case at least one item is selected in the library

Release 1.0.201102151632

Release Date: Tue, 15 Feb 2011 16:32:00 -0500

New Features

  • Added the function to upload multiple files and folders from file system into a SharePoint library and assign them field values at the same time. The availability of this function in the product is governed by the product license and user permission level

Extensions

  • Added the function to tag items and documents checked out by the current user

Release 1.0.201012212212

Release Date: Tue, 21 Dec 2010 00:00:00 -0500

New Features

  • Added the function to disable Cloud Classifier or using tagging with Cloud Classifier core properties for certain users by adding them to Permission Levels "Disable MetaVis Cloud Classifier" or "Disable MetaVis Cloud Classifier Core Properties" correspondingly

Extensions

  • Added Classify / Classify All buttons to ribbons of non-document lists

Release 1.0.201011091642

Release Date: Tue, 09 Nov 2010 00:00:00 -0500

New Features

  • Added ribbon group Tagging with two buttons Classify and Classify All

Release 1.0.201010151628

Release Date: Fri, 15 Oct 2010 00:00:00 -0400

New Features

  • Added support for classification of non-document lists
  • Added support to tag/classify folders including changes in folder content types

Extensions

  • Added About page with software version information
  • Added an ability to create new version of an item when tagging the item in the versioning list or library
  • Improved software update procedure by automatic activation of Cloud Classifier feature after upgrade
  • Changed default setting for created / modified properties to be "Set by SharePoint"

Release 1.0.201009081010

Release Date: Wed, 08 Sep 2010 00:00:00 -0400

New Features

  • Added Append switch for multi-valued fields indicating that the new value should be added to the list of field values instead of replace the existing value
  • Added the function to tag items of different content types. WEB Classifier displays common fields for all selected items in this case
  • Added the function to display current item metadata in case a single item is selected for classification
  • Added the function to classify all items in a list at once by pressing Classify button without selecting anything
  • Added the function to classify all items in a folder at once by selecting a folder and pressing Classify button

Extensions

  • Added License Manager to activate the product
  • Added notification about required fields values are not defined

Testimonials

"MetaVis Information Manager has given our users control over organizing their content in SharePoint. Plus it has freed up IT by giving more power to users. Information Manager’s seamless integration makes it appear as part of SharePoint."
William Henderson, IT Director for Winter Park Construction

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