How to move/migrate SharePoint list items/documents and preserve metadata properties at the same time

January 21st, 2008 § 169 Comments

I think it’s been pretty common knowledge that you can open up a Document Library in Windows Explorer view to move mass documents to other folders or libraries. But there’s a drawback to that method because the document’s properties get updated in the process – mainly the modified date/time as well as the user would take on the role of the person that ‘Last modified’ the document. This also applies to copying list data in data sheet view from one list to another.

Some have figured out a different way where you can save the current list or Document Library as a template with content included and redeploying that to other locations. Unfortunately this method will also overwrite the last modified timestamps and also the ‘Created by’ property with the time that the list was recreated and by the person that created it, respectively.

So if you want to move the contents of a SharePoint Document Library or List and be able to preserve the item’s metadata/property values at the same time you should use this method:

1. Create a blank destination List or Document Library. You don’t have to worry about recreating custom fields and whatnot. The move process will do this for you.

2. Go to the ‘Site Content and Structure’ page. You can access this site with either Site Actions > Site Settings or http://portal/_Layouts/sitemanager.aspx

3. Navigate to your source List or Document Library and mark all the items that you would like to have moved. Then click on Actions > Move…

4. You’ll then be prompted with a pop-up that will let you navigate to your destination List or Document Library. After you find that, just press the OK button and you’ll be good to go!

So by using this method, you’ll be able to preserve all of the document properties/metadata while moving list items or documents from one location to another!

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§ 169 Responses to How to move/migrate SharePoint list items/documents and preserve metadata properties at the same time

  • Maxim Shulga says:

    Interesting post. But I have a problem with it.
    What settings source site must have? I have got the next message ” The current operation could not be completed. Try again, or contact your system administrator. The operation did not succeed because the site was not provisioned with publishing resources
    ” when I try to copy source items. I’m site collection administrator for this site collection

    • sema says:

      you have to make sure the settings and structure is same for both libraries. it will error out otherwise.

      • Bharath says:

        Simple, just turn on publishing feature in your site collection features and then in your site features, otherwise you will get the above message. You don’t have to maintain the settings and structure.

        Thanks,
        Bharath

  • Chris Thomas says:

    Is this feature only available in SharePoint 2007?, I cannot find the “Content and Structure” option in SharePoint Services v3.0

  • Henry says:

    Hey Chris, possibly only for MOSS 2007. I haven’t tried this with WSS v3.

  • Henry says:

    Maxim, maybe you have to turn on the Office SharePoint Server Publishing Infrastructure Feature? Not sure if it’ll work without it. I’ve only tested this on MOSS 2007 using the Enterprise Collaboration Portal Template.

  • Maxim Shulga says:

    Yes, you’re right.
    It seems to me this feature works only for site which was created from the Collaboration Portal template (and may be for other MOSS site templates). It doesn’t work for sites from the usual WSS templates (ie Team Site, Blank Site). At least I didn’t get this feature working with these site templates.

  • Maxim Shulga says:

    I was wrong. Now it works with Team Site also. Great!

  • Josh Felts says:

    Another great benefit of using the Site Content and Structure tool to move documents:

    If there are pages with links to those documents within the site collection, those links will be updated to the new location.

  • Frank F says:

    Found it, Used it, Loved it…pure genius!

  • Santosh says:

    This post is kind of a solution to my problem but when I tried doing this i get an error indicating that “This feature is not supported for List and Folders”.
    It would be helpfull if anyone to help with the following problem.
    I am doing Incremental Migration from Lotus notes to Sharepoint. I have successfully generated an XML file for the data from teh Lotus notes. Now I would like to overwrite the Metadata information in teh Sharepoint with the one that I have retrieved from Notes.

    Thank you

    • Leslie says:

      Not only is it not supported for folders, but I am unable to even see the contents of the subfolders to move them individually. :-(

      Are there any tools out there that allow moving, copying and organizing list content without a Phd in computer science?

  • Gitte Persson says:

    What if other sites have links to the documents or list items, which you are moving?? Will the links be preserved or is ther another way to do this??

    At the moment if you move a document from site A to B. And Site B has a link to site A … the link now opens a blank page.

    Thanks.

    Gitte Persson

  • JK says:

    How did you get it working? I’m getting

    “The current operation could not be completed. Try Again or contact your system administrator. The operation did not succeed because the site was not provisioned with publishing resources”

    • sema says:

      I solved the same problem.

      make sure your document libraries has the same structure. remove column indexing from your original library, make sure same columns being displayed on the default view and it works. let me know if you have more questions

  • dre says:

    Im getting a file not found error when i try to migrate my sharepoint list using sitemanager

  • senthil says:

    I have tried in my site. In the content and structure, i have selected docs from the src lib and when select the actions menu, i have given only with delete option.Other two options(move,copy) are disabled. Can any one help me out in this. I am using MOSS 2007. My site type is “Team Site”.

    • ruben says:

      When you say “my site” do you talk about the “My Site” feature? Because I cannot found the “content and structure” feature under My Site…

      Thanks

    • Mike says:

      Have you figured out how to get the copy and move options activated? I’m having the same problem where I only have the option to delete. I’m trying to move a discussion board to a different location within the same site.
      Thanks.

  • This tool isn’t available in WSS 3.0, only MOSS 2007.

    There is a stand alone tool developed by a SharePoint “fan” that can help you do this regardless of what version of SharePoint (WSS or MOSS) you’re using but I can’t recall it’s name of the top of my head.

  • RH says:

    For senthil, you need to go “into” the list or lib and select the individual items to move, not the list itself.

    That said, I’m having issue trying to move 3 list items to a site list above and below the current site:

    Attempt to move url(s): https://sharepointqa.company.com/sites/gis/Collaboration/Lists/Tasks/1_.000;https://sharepointqa.company.com/sites/gis/Collaboration/Lists/Tasks/3_.000;https://sharepointqa.company.com/sites/gis/Collaboration/Lists/Tasks/2_.000; failed. Please try again

    moss2007sp1 master admin

    Thoughts?

  • John says:

    i need move folder to other library,
    this folder is content type,
    How to do this ?
    Thanks.

  • Mike says:

    This also seems to have problems with lists containing calculated columns.

  • Zjos says:

    Cool! If you take a library with a lookup-column, and you copy the items to a library on another site, the lookup-column is still referencing the list on the original site! Woohooo! Cross-site lookups as a side effect.

  • Atul says:

    I need to move content around to a site collection under different web application. Is there a way to do this with meta data intact

  • Henry says:

    Hey Atul, not out of the box but you can do it programmatically .

  • Is says:

    When I try this on MOSS 2007 I receive this message no matter what I try. “The destination list is incompatible with the source item.”

    The source item is a “Project Task” list under the “Tracking” heading in the create section. I’ve tried copy/move to a blank custom list a blank project tracking list, and a fully customized (identical) project tracking list.

    Any ideas?

  • Henry says:

    Hey Is, I’ve come across this a long time ago and the only thing I remember coming up with is that some lists have special schemas that can’t get replicated on a list of a different base template. Your mileage may vary.

  • Is says:

    Yeah… thanks. I’m stuck with a broken list and no way of getting it fixed as far as I can tell.

  • Bray says:

    This method is cool, but would be extreamly time intensive, in my case , because I can’t move folders. So you have to create an entire subfolder structure first, in each doc library.

  • TAT says:

    Great Post! I have never worked with Content and Structure before. I never liked the copy-paste method because of losing the properties. Appreciate the information.

  • JH says:

    Great method, but I need to move a Document Library from one site collection to another and in the navigation dialog box I am restricted to the site collection where the source library resides. Any ideas or other methods?

  • Henry says:

    Hey JH, the only other ways I can think of are programmatically.

  • Jules says:

    Hi this works nicely on one of our sites after I activated Office SharePoint Server Publishing Infrastructure Feature. On other sites however I can’t find this feature in the list to activate??

  • samuel says:

    Great…

    Actually I want to move a List content from one sharepoint team site to another team site on other server. It should be done daily.

    I want to create a XML Webservice .. Please can anyone help me…

    If you have any ideas… Please suggest me

  • Angela says:

    Instead of move, I tried to copy an issue tracking list. Everything seems to work perfectly except the “description” column did not get copied. The column was left blank. I even tried matching all the column settings before copying, still did not work. Anything special about the description column?

    Thanks in advance.

  • [...] How to move/migrate SharePoint list items/documents and preserve metadata properties at the same tim… Published Friday, April 04, 2008 7:12 PM by tadd Filed under: SharePoint, STSADM, WSS, Tools, MOSS [...]

  • senthil ,
    I have noticed that certain type of document cannot be move, in that case the move to option is disabled. It is a little bit of try and see so you have to uncheck these types. It might also have to do with big files.

    hope it helps you.

  • Kevin says:

    In testing, I got four files to move to a blank document library. Is there a way to move the files to a non-empty folder? Thanks.

  • Kevin says:

    I still have a problem moving to a non-empty folder. When I moved from the (new) doc lib A to folder B, the modified date on the object(s) was/were changed to today. The modified by was not changed. Can we get around this?

  • I was excited to give this a try, but it might not work for me… I can’t see the directory structure of the target site from the destination site. They’re both internal to my workplace. Any ideas how to see one from the other?

    Thanks!

  • Henry says:

    Hey Myron, this may occur if your 2 sites exist in different site collections.

  • jcp says:

    This only works for me when moving a list item from one list to another. If I attempt to move a list item from one folder to another in the same list I get error

    Attempt ot move url whatever/13.0 failed. Try again.

    any way around this?

  • MarkvR says:

    Great post! Your method works to preserve almost all of the document properties/metadata of all document versions.

    However, the modified property of the oldest version of a document (usually version o.1) is set to the date & time that you perfomed the move. This is clearly unwished-for…is there any way to avoid this???

  • Henry says:

    Hey Mark, that might be possible if done programmatically.

  • Atul says:

    Hi ! Please tell how to do this using code for site collections under different web applications in MOSS .. can this also be done for SharePoint 2003 using code ?

  • Graham says:

    Any way to copy/move the source document’s Created date? It’s copying every column except the creation date.

  • bob says:

    i was able to copy list items from a blog post list to custom list type but none of the columns from blog post got created in the destination list

    what kind of list should i create to migrate blog post list data

    your help is appreciated

    thanks

  • ################################
    Maxim Shulga // January 23, 2008 at 2:00 am
    I was wrong. Now it works with Team Site also. Great!
    ################################

    Hi Maxim,

    how did you get the feature running on your MOSS? We also want to move Content (Lists, Documents etc…) by using “Content and Structure” in WSS Team-Sites. These Teamsites are located in seperate Sitecollections in a MOSS 2007 Server.

  • Henry says:

    Hey Kersten, this feature cannot be used across site collections.

  • bob says:

    hi henry,

    i was able to copy list items from a blog post list to custom list type but none of the columns from blog post got created in the destination list

    what kind of list should i create to migrate blog post list data

    also when i creating a new posts list within a existing blog site, it says that we can have only one instance of posts list is possible

    i want to move over a blog post list to another location, i have various custom columns created, could you suggest how to achieve this

    your help is appreciated

    thanks

  • Henry says:

    Hey Bob, I know that the Blog Doc Libraries are a little bit different as they inherit multiple content types or something like that.

    Perhaps you can try creating a new blog site to import to instead of a custom list? Sorry, I haven’t tried moving blog posts. Let us know how it goes. Thanks!

  • whall says:

    This is useful – having just migrated to 2007 I’m quite interested in finding out as much as I can so I can help our end users. I’m even more interested in some of the back-end stuff, likeGary LaPointe’s stsadm extension.

    I got here by way of Google, asking how I could manually or programmatically change the system-set “created by” field of a list item. For example, we SharePoint Admins use our normal human accounts for most everything, and then sign in as our “super user admin” account when we need to do something.

    Inevitably, we inadvertantly add something somewhere as the super user admin and I want to change it back to my normal account for reporting purposes.

    If you have a tip, let me know!

  • Henry says:

    Hey Whall, I don’t know of any tools out there but I’m quite sure you can change the created by programmatically. Maybe have some kind of loop going through everything in a particular site switching out a specific ‘Created By’ value with anything you want. Let us know if you find anything!

  • MMB says:

    Referring to comment by RH on February 20, 2008 – I am receiving the same error message – Attempt to move url(s)….failed. Please try again. Anyone have a resolution to this problem?

  • andytilia says:

    Henry: Thanks for the excellent tip.

    All: I’m having a problem similar to senthil above: disabled move/copy options in content and structure on MOSS 2007.

    It’s a discussion board and I’ve tried moving/copying at the board and the item level, but the options are greyed/disabled at both levels. In the same site, I can move list items and documents just fine. It seems the only problem is with discussion boards and their items.

    Anyone done this successfully?

    Thanks.

  • MMB says:

    After turning on the Office SharePoint Server Publishing Infrastructure Feature on my test SharePoint server, I was able to move documents and list items using the Content and Structure option without any problems. On my production SharePoint server, I had to do an IISReset after turning on the Office SharePoint Server Publishing Infrastructure Feature before I could successfully move items and documents using the Content and Structure option.

  • Netzzwerg says:

    Hi folks,
    we had the same problem (disabled “move” and “copy” item).
    So be sure that you have no docs in your lib being checked out while trying to move the content.
    This was the fault when we tried it. After checking in all docs in the lib the menu items “move” and “copy” will appear!

    But unfortunately we are facing a lot of problems with look-up columns.
    E.g. in our doc library all metadata is transferred to the new destination, but when you upload a new item in the destination one look-up column has lost it “connection” to its data (containing the possible options as a drop-down).
    A second list (tasks) is loosing all its metadata in the look-up columns. But when adding a new item to the task list you´ll find all the correct options in the drop-downs from the look-up columns.
    We´ve tried the hole move-process twice and alsways the same result… help for frustrated admins is appreciated ;)

    BR,
    Netzzwerg

  • Chris Spears says:

    Henry,

    This is a great tip for preserving date/user information if the document already exists in SharePoint. How would you go about preserving date/user information for companies that are just setting up SharePoint and want to migrate years of old documents into the system?

    Thanks!
    Chris

  • Henry says:

    Hey Chris, I think I’ve seen a partner product that does this but I don’t have the name of the company or software off the top of my head. The product/company is specific to migrating data from file shares to SharePoint.

  • Henry says:

    Hey Chris, I was just going through a copy of Windows IT Pro and noticed a mention of using Robocopy for moving files. I haven’t tried it yet but it says that Robocopy can also copy file attributes. Perhaps you can use it to copy to a SharePoint UNC path.

  • Henry says:

    Just tested robocopy and it gets us half way there. The attributes are saved if you view the Document Library in Actions > Open with Windows Explorer but not in the Doc Lib’s web interface. :(

    robocopy source destination /COPY:DAT

  • Joaquin says:

    Save yourself the headache!!!!!!
    I love sharepoint but the copy / move is restricted to site collection and isnt all that robust… I highly recommend you try this free tool from codeplex…
    http://www.codeplex.com/SPDeploymentWizard

    AND this tool also maintains the MODIFIED BY and MODIFY DATE… which is like icing on the cake if you ask me!

  • Henry says:

    Thanks Joaquin!

  • Chris Sammut says:

    this is a great post! But how would I move folders between Lists preserving the metadata?

    Thanks

  • Michael says:

    Bob

    The resaon you dont get the comments copied with the rest of your blog is that the original post and the comments are in two different lists.
    I have tried to find a way to achieve the exact same thing as you, but without any luck im affraid.

  • Ishak says:

    Hi, is it possible to copy list from task list to another task list ? If possible, how to do it ? because i was tried to copy but nothing happen.
    Thanks

  • Tracy says:

    Is it possible to retain document properties captured in the file if it sits in a file share (migrating from file share to SharePoint document library)? When we are migrating files from our file share to SharePoint, the date modified and created by and all that automatically captures the info at time of migration (even if the file is really 5 years old, etc.)

  • arshad says:

    Hi, I am trying to move documents from one Document Library to another Document library in a different site inside the same collection. But I am getting below error message. Can anybody help me to figure out why this error message is coming up.
    Help appreciated.
    Thanks

    An error was encountered performing this operation.

  • prabhu says:

    hi, while moving documents one doclib to another doclib, the modified column has been changed to current date.

  • Mark Stich says:

    Create a template of your list/library.

    For those of you with WSS 3.0, I’ve heard that this works (not sure if it also works with MOSS 2007):

    1. Go to your list/library page
    2. Settings –> Discussion Board Settings (or whatever)
    3. Click “Save XXX as template”
    4. Fill out form and make sure to check “Include Content”
    5. Download the template to your PC
    6. Go to new site
    7. Site Actions –> Site Settings –> Site Templates
    8. Upload the template to the new site
    9. Create the new list/library from the template

    • Steve B. says:

      This practice moves meta data, but does not prevent an overwrite of the modified/timestamp related information. All documents/items will show the user logged in during the move as the most recent user to modify and the date/time the move occured as the most recent change.

  • Dave says:

    Hi,

    I also have to export/import a List/library between 2 site collections.
    I’ve tried the SPDeploymentWizard. It actually preserves the Created By and Modified By, but overwrites the Created Date with the import date. Do I have to use the “Retain Object Identity”-Option to get the CreatedDate imported correctly?

  • Alex says:

    Hi there,

    I am emailing you regarding a tricky issue, I hope you could help me in it.

    I am working on a project and dealing with so many lists, and of course there are so many “Lookup Fields” between those lists.

    Now I want to transfer these lists to a new environment which already has data and I have no idea how to handle that because I don’t want to override the data and of course I want to keep the connections between these Lookup Fields, How can I do that ???

    Somehow my problem is pretty close to this entry:

    http://objectmix.com/sharepoint/294151-moving-lists-one-sharepoint-server-another.html

    So far, the only way I know how to do that is to export the data to Excel and use Access 2007 to import again so its about how to create Lookup fields with the APIs. I have actually tried several times but never gotten around to do it in another better way, do you have any idea or another option/suggestion or code make me able to handle this issue?

    I look forward to hearing from you soon please!

    Sincerely,
    –Alex

  • Jupp says:

    Hi,

    I am using WSS 3.0 and not able to the find the menu items shown by Henry after following the navigation advice.

    Been going through these posts from beginning till end. Someone ask whether it works for WSS 3.0 but I didnt seem to see an obvious answer that says ‘No’.

    Can those who try it with WSS 3.0 successfully let me know whether it can be done ? If yes, appreciate guidance.

    Thanks,
    Jupp

  • Michael says:

    Like Dre (Feb 01 post), I received a File not Found error when trying to move docs from one library to another – within the same site collection. I am using MOSS 2007 and have all permissions. I have seven libraries that I need to move and they are too large to save as templates.
    Any suggestions on how to avoid getting the File not Found error (that don’t involve using code)? I have verified that I can can open the docs in the source libraries.
    Thanks,
    Michael

  • Michael says:

    Sorry – correcting my e-mail address.

  • Henry says:

    For those that are having trouble, you may want to try writing a small app that does this programmatically. I recently found this great post to help you get started: http://nehasinha.wordpress.com/2008/07/18/archiving-items-in-a-splist/

    Of if you’re interested, feel free to contact me in regards to my consulting/SharePoint Help Desk services. blog [@] henryong.com.

  • Kate says:

    Hi

    Does anyone know of a way I can export and import Sharepoint lists, from one server to another, and still preserve the system data such as created by?

    Cheers

    Kate

  • Meera says:

    I’m having a problem similar to senthil above: disabled move/copy options in content and structure on MOSS 2007.
    It’s a discussion board and I’ve tried moving/copying at the board and the item level, but the options are greyed/disabled at both levels. In the same site, I can move list items and documents just fine. It seems the only problem is with discussion boards and their items.

    Anyone done this successfully?

    Please Henry Help me its urgent

    Thanks.
    Meera

  • Sherri says:

    I’m not sure if you can assist me but I’m trying to figure out why the meta data for my date fields will not load into my sharepoint doc lib. I created custom fields and when it is save into sharepoint… sharepoint blanks out the dates…why

  • Andrei says:

    Hi Henry
    Thanks for the post ! I would like to move a custom list within site collection but wondering if all created views for that list will be moved too ? Or I will need to re-create them on the new place again ?
    Thanks.

  • Andrei says:

    I just tried it and can connfirm – NO any list views neither columns’ structure will be moved, just a list data. So everybody have to know that such method is good only for the entire list data moving. Then you will need to re-create all old list views again. So I would recommend to store your list as a template with content before moving.

  • Ilya says:

    Why not to use export import objects?
    there you can specify what lists and where to move them, just create a dummy console application, and specify all objects, if you need a code let me know.
    at this case the whole lists will be moved including all views

  • dude says:

    dude, your flickr images aren’t showing.. i see the red ‘X’ for all images.

  • Fred says:

    I am trying this move function and getting the following error:

    “The formula refers to a column that does not exist. Check the formula for spelling mistakes or change the non-existing column to an existing column.”

    We have recently migrated the team site from WSS to MOSS and now I want to move our Project Tracking list to the new location. I have tried Export To/Import From Spreadsheet function and it’s not only missing links and other information, quite a bit of it has to be cleaned up.

    How do you “check the formula for spelling mistakes…”, or how do I get around this?

  • Am also having some issues with custom field columns

  • Raj says:

    Is it possible to move/copy list under/into document library?
    I have tried this in the Navigation but unable to do the same.

  • Steve says:

    We have a product called MetaVis CLASSIFIER that does exactly this. There is currently no charge for its use at this time because we are in our beta program.

    http://www.metavistech.com/CLASSIFIER

    MetaVis CLASSIFIER lets users apply metadata and move/copy files anywhere in SharePoint with just a few clicks. Tag and move previously loaded documents, en masse, with regulatory data, retention dates and useful keywords.

  • Magrat says:

    This is cool but I appear to be losing my workflow metadata. Any idea how I can preserve the workflow info?

  • Himani says:

    How do I move a survey across site collections using this method. Ineed to preserve the metadata.

  • James says:

    Can this be done with Team Discussion topics? I need to move a couple from one discussion to another.

  • Teri says:

    This is WONDERFUL! You just put 3rd party “move” vendors out of business! I wonder why Microsoft makes this SOOO hard to find/figure out! We had to buy an expensive tool for WSS 3.0 to move docs and retain metadata, and figured we’d have to buy another product for MOSS, but this is AWESOME! THANKS!

    • Hi Terri,

      MetaVis Classifier http://www.metavistech.com/bulk is inexpensive and can move documents and metadata very easily from your file system or different SharePoint sites In addition, it allows you to reclassify the documents during the move. You can try it for free for 7 days by downloading it from our site. It takes 5 mins to install to your workstation and see if you like it.

  • Himai says:

    Hi Henry, I am unable to preserve version history of lists copied within a site collection using above method. Any insight?

  • Could it work accross SPWeb in the same SPSite?

  • Kevin says:

    Hello, Henry,

    I have a unique situation. I am migrating from Sharepoint 2007 to Sharepoint 2003. The reasons for this are for security as we’ll migrating data onto a more secure, government server. I was able to migrate everything EXCEPT the owners/authors of the list databases (Actions, Risk Register, Calendar, Time-off Calendar). I don’t want to manually input them as they will number in the thousands. Please advise.

    • Henry says:

      Hey Kevin, what kind of tool did you use to migrate from 2007 to 2003?

    • Hi Kevin, MetaVis now supports copying content and site structure between SharePoint 2003, 2007 and 2010. We thought most people would want to move from SharePoint 2003 to 2007 or SharePoint 2007 to 2010. We hadn’t anticipated anyone wanting to downgrade from 2007 to 2003 but as it happens we support Migration in any direction. If you would like to give it a try please download MetaVis Architect Suite Trial Addition and during the registration put a note in about your problem and we can send you a special license key that will allow this functionality. You can download the trial at http://www.metavistech.com. Hope this helps.

  • Spencer says:

    Hi Henry, i have followed your steps to the letter but the modified date changes to the time i have moved the documents not the last time the doc was actually modified on the site? Any ideas what i am doing wrong?
    Thanks
    Spencer

  • Manu says:

    that was really kewl, thanks alot!

  • DK says:

    I am able to successfully move a custom list from one site to another using this method on our development Sharepoint server. However, it doesn’t work on our production server. I can copy or move the list using “manage content and structure” but it only copies and/or moves the few columns to the destination list. Any ideas?

  • mrfsp says:

    can someone tell if a folder can be moved from one document library to another within the same site. I see the move icon greyed out in the content and structure.

  • Bryan says:

    Hi, My requirements are to migrate version history & metadata with doc libraries/lists across site collections and/or subsites in one site collection. After using your method, the metadata and version history was successfully migrated however when opening the document it was corrupt. In other words, I used a text document filled with english text and when I opened the document it was filled with Japanese text.

    Has anyone experienced this?

    • Bryan says:

      In order to migrate/copy documents libraries, to copy documents from one library to another library, or from an existing library to a new library:

      1. Save the existing Document Library as a template, and if the contents of the library exceed the 10MB limit, do not include them.

      2. Create a second (new) Document Library based on the template from #1.

      If the library’s content was successfully saved in the template (i.e. it was less than 10MB) then the migration/copy process is complete.

      If however, the content was not saved in the template, then proceed to step #3

      3. From inside the first (original) Document Library, click: “Actions > Open with Windows Explorer”, and a new Explorer window will open showing the directly structure of the library.

      4. From inside the second (new) Document Library, click: “Actions > Open with Windows Explorer”, and a new Explorer window will open showing the directly structure of the library.

      5. Drag files from the first (original) Document Library into the second (new) Document Library. All metadata should be preserved. Additionally, if you would like to copy the documents (and not simply move them), hold down shift while dragging the files (i.e. copy and paste) from one window to another.

  • renjithgp says:

    Hi,Can anyone help me with some tutorials/documents on migration from websphere to sharepoint.

  • spmigrator says:

    SharePoint Migration has become so easy by using Xavor’s SharePoint Migrator. I have used that personally by free downloading from Xavor’s website. The software can migrate tons of terra bytes of data from WSS 3.0 to MOSS 2007. Besides that, I have found another useful tool in their website named as SharePoint Admin Tool that allows site administrator one click access to a set of useful administrative tools like check access of security principle and add web part options. Both Softwares can be downloaded from the following link for absolutely free.
    http://www.xavor.com/whatwedo/solutions/OneClickSharepoint.aspx
    Here are the links for further details of both software products.
    http://www.xavor.com/whatwedo/solutions/sharepointmigrationtool.aspx
    http://www.xavor.com/whatwedo/solutions/xavorsharepointadmintools.aspx

  • anelka says:

    henry ong = the *man*

  • Guy Lee says:

    Thanks for the tip.

    BTW, if you want to move folders/files while preserving properties, you can use Sharepoint Designer.

    • Ross Holder says:

      Hi Guy,

      Could you elaborate on the steps involved to achieve this? I’m using SharePoint Designer 2010 to import files, but the date created & modified fields are being modified to the time of transfer.

      Many thanks,

      Ross.

  • [...] MOSS, one can consider using the “Site Content and Structure” as described in http://blog.henryong.com/2008/01/21/how-to-movemigrate-sharepoint-list-itemsdocuments-and-preserve-m…. However, our particular site was on WSS and this wasn’t an [...]

  • Mark says:

    Perfect solution for me worked great! thanks!

  • Tina says:

    Hey I tried this method but ran into issues. After much research I found that if you have set a limit on the total uplaod size, then this functinality will not work if you select documents and exceeds the size of the total upload.

    I increase the size of the total upload and it started to wrok fine. Thanks for your article. It was good to start with.

    http://www.ekhichdi.com/a/Sharepoint-alerts-not-working-87.html

  • Tristan says:

    I thought this had saved me a bunch of time re-creating a list, however now in the new location when a new item is created, the only field available is title?

  • Tanmay Bari says:

    This is Amazing. Perfect Solution :-)

  • sweatpants says:

    I moved all my documents already using windows explorer. Can I retrieve created by and created date from version history?

  • jo jo says:

    if you only have the option to delete you are retarted. I am 12 years old and even I know you can only move individual documents at once not a whole folder. click on the folder to see its contents dummy

  • hizzird says:

    perfect solution thanks jo jo. The rest of these idots sharing a cubical tried to get all technical thinking they sound important. Shout out get a real job and feed your kids assholes

  • Billy Moran says:

    Hey great guide jo jo, thanks for making this. Just wondering, does this only work when moving things within a site collection? I’m pretty sure it wont work across sites, but I just thought I would double check. Thank you for the help!

  • Richard says:

    Your instructions just destroyed my list!!!!!!!!!!!!!

    Thanks for the extra work…Now I have to figure out how to restore it all before my boss has a baby!

  • Dr. Dreidel says:

    Hey Henry,

    ok…so i have a toolBook document that i am deploying as a DHTML document. I am trying to upload this to sharepoint but the link seems to get broken when it gets uploaded. When toolBook deploys the files it creates a folder with all sorts of stuff in it. I have tried compressing this and uploading, and simply uploading only the launch file. Any suggestions.

    Thanks,

    Dr. Dreidel

  • jo jo says:

    Dr. Dreidel,

    What you have do do is separate the media files from the web files. Keep them in separate folders but you have to upload all of the files which toolBook puts in the “web export” folder which it automatically creates.

    jo jo

  • brian says:

    Hey Henry,

    Do you know anything about design teplates in sharepoint, and how to customize a page. Time is of the essence.

    • Henry says:

      Hey Brian, are you referring to design templates similar to the ones you could get from sites like TemplateMonster.com?

      • brian says:

        I am looking for some way to change the feel and layout of a sharePoint page. TemplateMonster costs money. Is there any tool for designing templates in sharePoint???

    • Henry says:

      You’ll want to look into SharePoint Designer as the tool and the development topics around custom master pages, and page layouts. “SharePoint Branding” is the overall terminology for this stuff.

  • brian says:

    So i just downloaded SharePoint Designer 2010. How do I access it, through SharePoint?

    • Henry says:

      If you’re using WSSv3 or MOSS 2007 you’ll need SharePoint Designer 2007. If you’re using SharePoint 2010, then you need SharePoint Designer 2010. It’s a client application like Word/Excel but for SharePoint. It sounds like you should coordinate with your local SharePoint/IT liaison for instructions or training on how to best use the tool.

  • Fabian says:

    This is exactly what i needed. perfect, thank you.

  • Deepti says:

    How to move the list items from a list in one server to another?

  • Cliff says:

    SharePoint 2010

    Lists – where is the Actions > Move (Copy)

    feature?

  • Cliff says:

    Found sitemanager.aspx

    We have a list setup with a custome fiels added.

    10 items in the list.

    If I select (say) 2 list items via checkbox can I copy (or move) them to another SharePoint 2010 list?

  • jozie says:

    This works great except when I try to move a document that has a metadata that is a drop down. One of my drop downs works but the other drop down doesn’t work. Any ideas?

  • Peter says:

    I have this working well, with the exception of Person or Group column information. No data will move from one list to another for any of these columns. And ideas?

  • ALEN AUSTIN says:

    hei that was so good man!!!!

  • Tammy says:

    ARGH!!! I’m trying to copy an issues list from one site to another within the same collection. I HAVE done this before but now, like others above, the options for copy and move are grayed out! I can delete, but the site owner would have a coniption fit… that’s not what they want. They simply want the list, with data, moved to the new project site. HELP!! Is there a setting somehwere that would gray out the move/copy options that may have been inadvertently turned on that I’m missing somewhere?

    TIA

  • eman says:

    As far as I could remember, if I’m not mistaken, I think if the list includes a web parts list or a connection to another list, it won’t let you copy it.

  • Narasimha says:

    Hi,

    Can this be used to transfer/move Doc Libraries between 2 different Share Points ?

  • eman says:

    To sum up, in my experience:
    1. SharePoint services does not offer “Site content and Structure”. So don’t bother.
    2. SharePoint Designer is probably the easiest tool to use for moving things around.
    3. If I am not mistaken somehow, to transfer a library from a site to another, use copy function in SharePoint Designer, then delete the original if necessary once you see the target working as expected. I think copy keeps values including modification dates like the original, while cut/paste will use the new date. If your experience shows otherwise, pleaselet me know.
    Thanks. eman

  • Ben McInerney says:

    Hmmm… if i try to use Site Settings in WSS, i cannot see the Content and Structure link, however, if i use the url directly it works [http://wss_server:8888/_layouts/sitemanager.aspx]! (but perhaps because i have another web app on the same server that is MOSS + Publishing feature activated, so perhaps the extra pages were added to _layouts folder !?!?
    Anyhow, if this is the same case for you, you can use the Site Content & Structure tool.

  • HiNarasimha,

    We can transfer/move Doc Libraries between 2 different Share Points.

  • Sebastien says:

    You can also look at this blog post for another way to move items : http://goo.gl/VpSLZ

  • santosh says:

    Excellent article. I have been searching for this feature for long and it was hidden in site settings. THe url hint given by you was very useful.

    Thanks.

  • Mary Swanson says:

    If I try to link documents using a Document Center I don’t have the Content Type “Link to Document.”

    I’m trying to find a way to manange system specifications within a project framework originization. I would like to have a document center for all exisiting system specs then users update the specs within a different site (specific to the project) and link back to the document library when published. (I’m using SharePoint 2007)

    Any help?

  • Sharon says:

    This is awesome! I am always using Windows Explorer at work and it changes everything to look like I just added it on that date. This is great…

  • Sudhanshu says:

    Nice Article

  • Saravanan says:

    Hi,

    Thanks for your article. Recently we moved some Approved pages from one Library on one subsite to another library on different subsite, but after that pages are showing Draft state in destination library (copied to library). Can I have some suggestions on this behavior as it is not suppose to be like that, correct me if I am wrong?

    Thanks,
    Saravanan

  • Matthew says:

    Im having trouble moving multiple files within Sharepoint to another location within the same Sharepoint and im loosing the metadata. is there a way to move files and content around and not loose hidden files or metadata?

  • [...] 2. Using the Manage Content and Structure page in the Site Settings http://blog.henryong.com/2008/01/21/how-to-movemigrate-sharepoint-list-itemsdocuments-and-preserve-m... 3. Using the stsadm extensions by Gary Lapointe [...]

  • CLOMIDONLINER says:

    clomid for unexplained clomid missed dose

  • Amol Ghuge says:

    Thank you very much for sharing this vital info..I have already passed the same to my team members and all are aking the advantage of this useful data, Thanks again..

  • Doreen says:

    My “move” failed with error message “The destination list is incompatible with the source item. Let me just say that before I attempted the move to an existing list, I made sure all the same columns were in both lists. After checking the SharePoint logs I encountered this detail: “09/15/2011 11:13:58.02 w3wp.exe (0x107C)
    0x066C CMS
    Site Management
    7fnq
    Unexpected
    SMListItemData.LoadChildItems: Failed to cast column ‘RelatedIssues’ from ‘Lookup’ to ‘DateTime’ ”

    Both list were created from Issue tracking template and both have a column (built-in) called “Related Issues”. Both columns are lookup columns. So. Why is the move trying to cast this column as a datatime data type?

  • Hi Henryong,
    I am unable to find content and structure in SharePoint 2010.How to move list content from one list to another list?

    Regards
    Dharmendra

  • Emmana says:

    This is wonderful I have had nightmares due to the size of my work flow list, two of my work flows were hitting 80,000 items respectively and the speed and the process was just going down, If I copy the items the comment will not show until I met this publication.
    I have logged this to our Microsoft support site they could not resolve it.

    Henry you have just saved an enterprise of over 10000 staff.

    I appreciate

  • Don’t know if anyone noted this in the comments … but, it should be noted that if your original list has versioning enabled, you need to enable versioning on the destination list, prior to moving/copying content over. Useful if you have comments, etc., captured as part of versioning in the original list.

  • Anjali says:

    wonderful post!! I could able to get the list items along with the preserved created and modified values. Thanks a ton!

    For those who are all facing the issues with the type casting a small suggestion from my side. Hope it may help u

    Before performing this operation. Just save the list or document library as a template with out content and create the same list in destination site. And then if you perform the move operation, it may solve the issues. I tried in the same way and with out errors i could move the items.

    Kindly correct me if there is any better option!! Thanks

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You are currently reading How to move/migrate SharePoint list items/documents and preserve metadata properties at the same time at The SharePoint Swiss Army Knife.

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