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    Home > SharePoint Content Management > Content Move Service

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    Content Move Service

    Configure Content Move services to define the Content Move service request template for business users. You can configure the settings to copy or move SharePoint Online contents, so the content and topology of your SharePoint Online environment can be restructured easily and accurately.

    To create or manage services, click Service in the Request Management group within Settings.

    On the interface for creating or editing a Content Move service, configure the following settings.

    NOTE

    For information about common service settings that exist in all types of services, refer to Common Service Settings.

    1. Scope – Select your desired nodes in the Source Scope and Destination Scope and they can be identified as a source or destination in a Content Move request.

      You can also choose to Use SharePoint Online context to automatically populate the service request scope. Select this checkbox to retrieve and use the SharePoint Online context in the service request scope. In the request triggered from the Site Information Card app part, the URL of the site where the Site Information Card resides will be retrieved. The site URL will be automatically used as the request scope. Choose one of the following options:

      • Allow Business User to Edit the URL – The site URL will be automatically filled into the text box, and the requester can edit it.

      • Show as Read-Only to Business User – The site URL will be displayed as read-only, and the requester cannot edit it.

      • Hide from Business User – The site URL will be hidden from the requester.

    2. Method – Select Copy or Move for this service, or allow the business user to decide when submitting the request:

      • Assign by Business User – Allows business users to choose the method when submitting a service request for this service.

      • Assign by IT Admin – The selected method will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

      If you select Move, you may also configure the following settings:

      • Source Documents/Items Deleted Method – Select Manually to delete the source content yourself once the move job is complete in AvePoint Cloud Management (select the move job in Job Monitor, then click Delete on the ribbon and select Delete Content from the drop-down list), or select Automatically to have AvePoint Cloud Management delete the source content once the move job is complete.

        Choose whether to assign the method to this service, or allow the business user to choose the method when submitting a service request for this service. Choose from the following:

        • Assign by Business User – Allows business users to choose the method when submitting a service request for this service.

        • Assign by IT Admin – The selected method will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

      • Delete Checked Out Documents From Source – By default, No is selected. Select Yes if you want to have the checked-out documents on the source node deleted when the source content is deleted.

        Choose whether to assign this option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

        • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

        • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    3. Action – Select Attach to transfer the source node as a child node underneath the destination node, or select Merge to add the content, securities, and configurations of the source node to the destination node.

      Choose whether to assign the action to this service, or allow the business user to choose the action when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the action when submitting a service request for this service.

      • Assign by IT Admin – The selected action will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    4. Click the arrow on the right-hand side to proceed to the next step.

    5. Filter Policy – Select a filter policy you previously created in AvePoint Cloud Management from the drop-down list. Filter policies allow you to select specific objects or data within each SharePoint Online level from site collection down to the item level.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    6. Configuration – Choose whether to migrate configuration to the destination.

      • Select Copy configuration or Move configuration to copy or move the properties, descriptions, titles, settings, and features from the source node to the destination node.

      • Select Do not copy configuration or Do not move configuration if you do not want to migrate configuration to the destination. Then, choose from the following options:

      • Select Copy the item-dependent columns and content types to maintain item integrity or Move the item-dependent columns and content types to maintain item integrity. Then, select a conflict resolution method for these items’ columns and content types from the drop-down list:

        • Ignore the differences of the columns and content types, and copy/move the items – Ignore the differences of the columns and content types in the destination node from those in the source node, and copy/move the items of the source node to the destination node.

        • Do not copy/move the columns and content types, or the corresponding items – Ignore the conflicting columns, content types, and the corresponding items, and do nothing on the source and destination node.

        • Overwrite the columns and content types – Overwrite the destination columns and content types with the source node.

        • Append the columns and content types to destination – Keep the destination columns and content types when there is a conflict. In addition, copy the source columns and content types to the destination node with a numerical suffix added (for example, ColumnName_1, ColumnName_2, etc.).

      • Select Do not copy the item-dependent columns or content types. Report the items if the corresponding column or content type is not found in destination or Do not move the item-dependent columns or content types. Report the items if the corresponding column or content type is not found in the destination. The corresponding items are not copied or moved to the destination. The job report will show items if the corresponding column or content type is not found in the destination node.

      NOTE

      If a source node is associated with a Managed Metadata column and there is no Managed Metadata column in the destination node, AvePoint Cloud Governance does not copy or move the source Managed Metadata column to the destination.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    7. Security – Select the Copy security or Move security checkbox to copy or move the user and/or group permissions from the source node to the destination node, including SharePoint Online permission level and permission inheritance of SharePoint Online objects.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    8. Content – Select the Copy content or Move content checkbox to copy or move content from the source node to the destination node, including files and items. Select the Include list attachment checkbox to also copy or move attached content in lists from the source node to the destination node.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    9. Include Versions – Select the Include versions checkbox to copy or move the versions of files and list items.

    10. Workflow – Select the Include workflow definition checkbox to copy or move the definition of existing workflows for the selected content from the source node to the destination node.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    11. Information Rights Management (IRM) Settings – If the Information Rights Management Settings are enabled in SharePoint Online and the Disable Information Rights Management (IRM) settings checkbox is:

      • Selected, IRM Settings will be disabled temporarily on the individual list/library while it is being copied or moved and re-enabled once the operation on this list/library is complete.

      • Deselected, Content Manager does not work with the IRM Settings enabled library/list and the library/list cannot be copied or moved.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows business users to choose the option when submitting requests for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    12. Click the arrow on the right-hand side to proceed to the next step.

    13. Preserve the Null Column Values – Select Yes to preserve the null values of item columns even if the columns on the destination have default values configured, or select No to replace null values with default values in the destination node.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied for this service. Select either Show as Read-Only to Business User or Hide from Business User.

    14. Mappings – Select previously configured profiles for column mapping, content type mapping, user mapping, and language mapping. Mapping profiles are created in AvePoint Cloud Management and are optional.

      • Column mapping – Allows you to map source columns to the configured columns in the destination, or change the column name to another one. The specified source columns will be mapped according to the selected column type, and the column values will be mapped according to the added value mappings.

      • Content type mapping – Allows you to map source content types to the specified content types in destination, or change the content type name to another one, according to the condition that you set up.

      • User mapping – Allows you to replace an existing source node username with an existing destination node username or a default username in the destination, or add a placeholder account to keep user metadata even if the user no longer exists.

      • Language mapping – Allows you to choose if you want to display the destination node in a different language than the source node after the plan has been executed.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied for this service. Select either Show as Read-Only to Business User or Hide from Business User.

    15. Back Up Environment Before Running Plan – Allows you to keep a copy of the source or destination node before copying/moving content.

      • Back up the source environment (for Move only) – Create a copy of the source node before performing the move.

      • Back up the destination environment – Create a copy of the destination node before performing the copy. This allows you to undo the copy.

      NOTE

      If you choose Back up the source environment and/or Back up the destination environment, you must select a storage policy from the drop-down list.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied for this service. Select either Show as Read-Only to Business User or Hide from Business User.

    16. Conflict Resolution – If the item name in the source node is the same as that of an existing item in the destination node, a conflict occurs. This setting allows you to handle conflicts of the container level, the content level, and the apps. Configure the following settings:

      • Container level conflict resolution – Contains Skip, Merge, and Replace. Select one of these conflict resolutions for the container level from the drop-down list:

        • Skip – Keeps the destination container as is and you can choose to set content level conflict resolution by clicking the checkbox next to Check lower objects.

        • Merge – Adds the source container to the destination, but you must set content level conflict resolution.

        • Replace – Substitutes the container in the destination with the one from the source. You cannot set content level conflict resolution.

      • Content level conflict resolution – Contains Skip, Overwrite, and Overwrite by Last Modified Time. Select one of these conflict resolutions for the content level from the drop-down list:

        • Skip – Keeps the destination content as is.

        • Overwrite – Substitutes the destination content with the source content.

        • Overwrite by Last Modified Time – Substitutes the destination content with the content that has the latest modification.

      • Apps conflict resolution – Contains Skip and Overwrite. Select one of these conflict resolutions for the Apps from the drop-down list:

        • Skip – If the apps in the source and destination conflict, the conflict will be skipped. The destination app and AppData will remain unchanged.

        • Overwrite – If the apps in the source and destination conflict, the destination app, and AppData will be removed, an app in the latest version will be downloaded and installed from the app store, and the backed-up AppData will be restored to the destination.

      Choose whether to apply the option to this service, or allow the business user to choose the option when submitting a service request for this service. Choose from the following:

      • Assign by Business User – Allows the business user to choose the option when submitting a service request for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    17. Preserve Modified By and Modified Time – Choose whether to preserve the source documents’ column values of Modified By and Modified when copying or moving documents to the destination by selecting Yes or No. Note that this setting only takes effect for the destination library in which Create major and minor (draft) version is enabled.

      Choose whether to apply the option to this service, or allow business users to choose the option when submitting requests for this service. Choose from the following:

      • Assign by Business User – Allows business users to choose the option when submitting requests for this service.

      • Assign by IT Admin – The selected option will be applied to this service. Select either Show as Read-Only to Business User or Hide from Business User.

    18. When you have finished configuring settings for this service, choose one of the following options:

      • Click the arrow on the left-hand side to go to the previous steps to review and modify your configurations.

      • Click Save to save all of the configurations and return to the Service Management interface.

      • Click Save and Activate to save all of the configurations and activate this service, which allows users to submit requests for this service.

      • Click Cancel to return to the Service Management interface without saving any configurations.