Editor's note: Contributor Chris Howell is a Consultant at OBS. Follow him @enigmaticit
Sharegate provides a growing suite of tools that can be used to help "power users" either migrate content into SharePoint or between SharePoint instances.
Sharegate supports the following versions of SharePoint:
- SharePoint 2003 (WSS 2.0)
- SharePoint 2007 (WSS 3.0)
- Microsoft Office SharePoint Server (MOSS)
- SharePoint Foundation 2010
- Microsoft SharePoint Server 2010
- Office 365
Sharegate also support SharePoint 2013 and I completed this review with a SharePoint 2013 Office 365 site.
This review represents my own personal opinion. The comments here do not represent the views of my employer.
I have undertaken this review at the request of Nothing But SharePoint and aim to provide an unbiased and open view of the product for the benefit of the community. This review represents my personal experience of using the trial software and is not influenced by the supplier of the software and I have received no payment to undertake the review.
This review has been completed using trial version 3.2.2 of the Sharegate tools. The trial version provides 15 days to review the features of the software. The trial version has a built in limit that only allows the copying of items to 5 at a time.
I've completed this review using a local installation of SharePoint 2007 and have been moving content to an Office 365 site that is running SharePoint 2013.
I chose the offline installation option and downloaded the 8.4 MB MSI file. The software was installed on a Windows 7 Professional 32-bit host.
Sharegate requires the installation of .Net Framework version 4.0 before it can be installed. With that installed, the installation is straight forward and completed quickly.
The installation is client based. There is an optional web service extension that can be installed to meet some specific criteria. The need to install this will depend on whether you have the following requirements:
- If authors and timestamps must be preserved when migrating content to SharePoint 2007
- If authors (Modified by) must be preserved on draft versions when migrating content to SharePoint 2010
- If approval status must be preserved when migrating to SharePoint 2007 or 2010
- If business data (BDC) must be preserved when migrating to SharePoint 2007
Further information can be found here: http://en.share-gate.com/support/getting-started/installation-web-service-extension
Sharegate has seen a number of updates that have added new features. Sharegate hit version 3.1 in Sept and the most recent update to 3.2 was released 23rd Oct. 3.2 introduced:
- Document Sets migration
- Site Workflows and Reusable Workflows migration
- Migrate Lists and Libraries with their content at the same time
- Users and Groups migration
- Permission Levels migration
- Performance increased X2
- Remember my copy mode
All functionality of Sharegate is accessible from the Home page:
Sharegate Home Page
At the time of preparing this review, the product supports:
- Structure Migration
- Content Migration
- Copy file to SharePoint
- Copy SharePoint Content
- Public Folders to SharePoint
- Content Classification
Set out below is my experience of using these features in the demo.
"Copy Lists, Libraries, Content Types, Site Columns, Workflows and Security to another location"
The interface provides a very easy to use means to select where you want to copy from, where you want to copy to and what you want to copy.
First up, configure details of the source location:
Select where to copy from
By default, Sharegate will use Windows authentication and the account you are using to run the application. If you need to use different account details, change the drop down box to manually configure. You can also use the check boxes to remember the site details and also set a site as the default location to copy from.
I ran into a minor error creating a connection. This ended up being a simple typo but a better error message would help resolve quicker:
Once you have connected to the site and chosen where you want to copy from, move on to configure where you want to copy to:
Copy to location configured
After you have configured the site and authentication details, you can drill down through the site structure to select the copy to location.
Click Next to configure the final details of what you want to copy:
Select item to copy
You can then click copy to start the process.
You will be prompted with a number of options that are to apply to the copy process. You can select what elements are to be copied across along with setting how any dependencies upon other content are handled:
The next prompt you will see is how to handle any content that already exists in the destination area:
During the copy process, you can monitor progress using the session logs. Further detail is available view clicking the "Show Details" area next to the item being copied:
After the job is completed, I can see that the content that was in SharePoint 2007:
Content in SharePoint 2007
Is now available within the Office 365 site with the same timestamps:
Content in Office 365
The above example shows how lists and libraries can be moved. Sharegate also supports:
Within Users and Groups migration there is the ability to map users and groups from the old site into the new destination site:
User and Group Mapping
Similar to Users and Groups, there is also the ability to map permissions:
Permission Level Mapping
Copy SharePoint Content
Copy SharePoint Content allows you to copy items within SharePoint to another location. Within this release there is also a Beta function that allows you to move content between locations:
Copy SharePoint Content
After clicking Copy, you will be prompted to decide the method to be used to copy. A Full Copy will bring across the listed attributes. Alternatively, you can create a custom template:
Full Copy or Create Template
If you select the Full Copy, you will be asked to confirm how to deal with errors or warnings during the copy process:
Confirm Details of Copy
As you perform a copy, you can control how Content Types are mapped. Sharegate displays the Content Types in the Source and Destination and you drag the Destination Content Type into the dotted area to create a mapping:
Content Type Mapping
Similarly, there is a means to map existing source properties to a destination property fields:
Copy Local Files
Copying local files is a simple, two stage process. After selecting the local source for file content, you connect to the destination site and then select the content to me copied:
Copy Local Files to SharePoint
After selecting the files to be copied, you can click copy to start the transfer. Similar to other areas of the application, you will be prompted to select whether to perform a fully copy or create a custom template. You will also be asked to confirm whether you are using the interactive or silent mode.
Sharegate allows you to map user permissions from the file system to permissions within the destination SharePoint site. If you have not completed this step and choose the interactive mode, you will be asked to select a permission mapping:
User of group not found
I think this is a great inclusion to ensure that the content is available to users once in SharePoint rather than have to fix up permissions afterwards.
Sharegate also allows you to map content properties to the destination site. In the example below, there are a number of properties marked red as these are properties that will be lost moving from the source to the SharePoint site. This provides a prompt to create destination property fields or use a different content type so that the metadata is available in SharePoint:
Copy Exchange Public Folders
I have not tested this functionality as I do not have access to any Exchange Public Folders in my personal test environment.
Bulk Metadata Editor
The Bulk Metadata is a two step process. First, select the location of the data that you wish to edit:
Bulk Metadata Source
You can then select the content in the bottom section of the page and click on the "Bulk Edit" button in the tool:
You will then be prompted to create a template of the properties you are bulk editing:
Create Custom Template
You are then able to create a template that meets your requirements and can set a number of properties that will be applied to a content type:
Within each property, you have options to select from:
If you select a mapped value, you can configure how this is mapped:
Metadata Property Mapping
After you have configured the properties you require, you click save and start to apply.
Based on what I have seen and experienced using the demo version of Sharegate the product definitely lives up the claim of "No-brainer migration tools".
The product is extremely powerful and is well supported by the team in Canada. I've been tardy in undertaking my review and between the time I first started looking at this product and now it has seen two upgrades (teaches me I should have finished my review earlier).
In my opinion, this represents a great product for experienced users to be able to manage SharePoint content.
- Great UI
- Great UX
- Powerful - in the right hands
- Great features
- No server installation required (for most scenarios)
- Free when migrating to SharePoint 2013 (until 1st Jan 2013)
- Could handle the way errors are displayed better. Just shows a red X but doesn't say what needs attention