Microsoft SharePoint Migration Configuration

Migration Settings Tab

SharePoint User Permissions

Ensure that the user has these permissions as a minimal requirement for Migrating to SharePoint.

At the Site Level

List Permissions:

  • Manage Lists - Create and delete lists, add or remove columns in a list, and add or remove public views of a list.
  • View Items - View items in lists and documents in document libraries.

Site Permissions:

  • Add and Customize Pages - Add, change, or delete HTML pages or Web Part Pages, and edit the Web site using a Microsoft SharePoint Foundation-compatible editor.
  • Browse Directories - Enumerate files and folders in a Web site using SharePoint Designer and Web DAV interfaces.
  • View Pages - View pages in a Web site.
  • Use Remote Interfaces - Use SOAP, Web DAV, the Client Object Model or SharePoint Designer interfaces to access the Web site.
  • Open - Allows users to open a Web site, list, or folder in order to access items inside that container.
At the Document Library Level

List Permissions:

  • Manage Lists - Needed to create folders
  • Add Items - Add items to lists and add documents to document libraries.
  • Edit Items - Edit items in lists, edit documents in document libraries, and customize Web Part Pages in document libraries.
  • View Items - View items in lists and documents in document libraries.
  • Approve Items - Approve a minor version of a list item or document.
  • Open Items - View the source of documents with server-side file handlers.
  • View Versions - View past versions of a list item or document.
  • View Application Pages - View forms, views, and application pages. Enumerate lists.

Site Permissions:

  • Add and Customize Pages - Add, change, or delete HTML pages or Web Part Pages, and edit the Web site using a Microsoft SharePoint Foundation-compatible editor.
  • Browse Directories - Enumerate files and folders in a Web site using SharePoint Designer and Web DAV interfaces.
  • View Pages - View pages in a Web site.
  • Use Remote Interfaces - Use SOAP, Web DAV, the Client Object Model or SharePoint Designer interfaces to access the Web site.
  • Open - Allows users to open a Web site, list, or folder in order to access items inside that container.

SharePoint System Options

Site Version

Choose between:

  • SharePoint 2007
  • SharePoint 2010
  • SharePoint 2013
  • SharePoint Online (Office 365)
Site Address

Enter the complete site address. i.e. http://sharepoint.company.com

User Name

Enter the user name that is the “Site Collection Administrator” (preferred) or other Administrator.

Domain

Enter the domain of the SharePoint site.

Password

Enter the password for the “Site Collection Administrator” (preferred) or other Administrator.

Web

Once the user has entered the Site Address, User Name, Password and clicked on Test Connection. The drop down list will populate with the available SharePoint Web applications for the selected site.

Document Library
  • Select Existing and the drop down list will populate with the document libraries defined for this site.
  • Select Map to Field and enter the index field whose contents will be used to determine which Document Library to populate.
  • Select Manual if the desired value is neither in the existing list nor in an index field. NOTE: The value must still match an existing value. It is possible that it does exist and does not show up in the existing list for various reasons. ie. timing, security etc.
Folder Content Type

Select the appropriate value for this Document Library. Check with the SharePoint system administrator to confirm this setting.

Document Content Type

Select the appropriate value for this Document Library. Check with the SharePoint system administrator to confirm this setting.

Image File Options


Migrate Image Files

Select Migrate Image Files to output the tiff files.

Image Source

Select the Image Source:

  • Main Image – Image you see within the capture viewer
  • Original Image – Only available if option on step 2 of 9 is selected (this image is not modified by Image Processing)
  • Alternate Images – Alternate images can be created at various times during the workflow (IE Image Processing: Crop)
Storage Location

Select Storage Location by choosing a pre-defined location or configuring a new one.

Image Output Type

Select the Image Output Type: Multi-Page Tiff Image, Single Page Tiff Images, Single Page JPEG Images, Single Page BMP Images, Single Page GIF Images, Single Page PNG Images, Multi-Page PDF (Image Only), or Single Page PDFs (Image Only).

JPEG Quality

The default is 75 and is a good blend between quality and size. Raising the number will increase size and may increase the quality of the file. This setting affects Color, Grayscale and JPEG files only.

Tags to Output

When Alternate Images are selected as the Image Source, user can specify the image tag here. Only alternate images with the matching tag will be outputted. NOTE: Separate multiple tags using commas.

Alt. Page Behavior

Select Alt. Page Behavior: One Document with all tags, or One Document with each tag.

OCR File Options


Migrate OCR Files

Select Migrate OCR Files to output the OCR files. This is for a files created in the OCR module.

Storage Location

Select Storage Location by choosing a pre-defined location or configuring a new one.

OCR Files to Migrate

Select OCR Files To Migrate: All OCR Files for Document, Single OCR File by workflow position, or OCR Files by file tags.

OCR File Tags to Output

Select OCR File Tags to Output: When OCR Files by file tags are selected, only files with matching image tags will be outputted. NOTE: Separate multiple tags using commas.

Single Page Output Options


Naming Option

Select format by which the files are named.


Other SharePoint Options


Duplicate Image/OCR File Behavior

When the program detects that it is about to create a duplicate Image/OCR file the user can select from the following behavior options: Increment duplicate names (e.g.: 000001.tif, 000001_1.tif, 000001_2.tif), Overwrite existing file or Use existing file.

User To Run Migration

Select between the Configuration User or the Current User

Enable Vizit support for Document Library

Select this option if you have ATALASOFT's Vizit product installed on your SharePoint site.

Other Options

The user may wish to execute another windows application as a part of this migration. In order to accomplish this, the user must configure the following:


Application to Launch

Select the windows executable to launch.

Application Arguments

Supply any command line arguments, if any. These are supplied by the executable’ developer.

Launch Timing

The user can choose between the following timing options to launch the executable:

  • Launch application after each Batch is migrated
  • Launch application after all selected Batches are migrated

Common Tabs

  • Field Settings
  • Custom File Naming
  • Single Page Custom File Naming
  • Folder Design
  • Pre-Processing