Customize your options to fit your migration job.
The following article includes all possible copy options, though depending on the type of migration you are performing, the options may or may not be available.
- Filter options
To access the Copy options screen:
- Select Copy from the menu.
- Select the migration you want to perform.
- Connect to your source environment.
- Select the source target of your migration.
- Click Next.
- Connect to your destination environment.
- Select the destination target of your migration.
- Click Next.
- Select the source content to migrate.
- Click Options on the top right corner.
You will now be on the Copy options screen. Your changes will save automatically as you update the options.
Template options are only available when using Copy content only. You can create a template for any options menu.
Use the dropdown to select a template or to create a new template. You can also choose to restore default options and import or export templates.
Action to perform
Action to perform options is only available when using Copy structure and content.
Copy as a subsite of 'your_destination_site'
Will add the site as a subsite of the destination site. You can then create a:
- New title: This allows you to change the name of the site you are copying.
- New site address (URL): This allows you to change the URL of the site you are copying.
Merge with 'your_destination_site'
Will merge the site with the destination site. If you select the option to merge, all of the following will occur on migration:
- Missing lists and libraries will be added to the target site and existing lists and libraries will be merged.
- Missing site columns and content types will be added to the target site and existing site columns and content types will be merged.
- If the option to preserve custom permissions in Configuration is selected, any new permission will be applied to the target site.
- If the option to preserve workflows in Configuration is selected, missing workflows will be added to the target site.
- If the option to preserve the site navigation in Configuration is selected, the navigation and Quick Launch settings will be updated.
- If the option to preserve required features in Configuration is selected, missing site features will be activated on the target site.
- If the option to preserve subsites in Configuration is selected, missing subsites will be added and existing subsites will be merged.
Configuration options are available when using Copy structure and content and Copy content only.
You will not be prompted to take action if any errors or warnings occur during the migration.
Select one of the following options for items that already exist at the destination:
- Copy and replace them: Replaces items at the destination which have the same name. Copy and replace them is the default option when using the automatic operation mode.
- Don't copy existing items: Will not copy over items that have the same name as items in the destination.
- Copy and keep both: Copies duplicate items, but automatically renames one as to not cause an error or override.
- Copy if newer (incremental): Replaces a duplicate item only if the date modified is older than the one at the source. For more information, see Copy if newer (incremental).
You will be prompted to choose an action when any errors or warnings occur.
Configuration options are available when performing copy and import migrations. The following list includes all configuration options in alphabetical order, though depending on the type of migration you are performing they may or may not be available to use.
Select which items or properties you would like to preserve from the options available.
- Customized list forms: Customized lists and content type forms will be copied. Selecting this option makes the copy much slower than when it is not selected, so it should only be selected when copying lists and libraries that really require it. This includes Nintex, InfoPath as well as ASPX forms.
- Flatten folder hierarchy: This option allows you to completely eliminate any folder structure you had when copying to the destination and put every item or document at the top level.
- List content: All list items, documents, folders, and document sets inside the lists and libraries will be copied.
- List views: Customized lists views will be copied.
- Permissions: When you use Copy structure and content, custom permissions on lists, libraries and their content will be preserved during the copy. If it is not selected, everything will be set to inherit the permissions from its parent.
- When you use Copy content only, all the item-level permissions will be preserved during your migration, taking into consideration mapped users and groups and mapped permission levels. If it is not selected, everything will be set to inherit permissions from its parent (which is the default behavior in SharePoint).
- Preserve authors and timestamps: This option will bring over the values in the "Created By", "Created", "Modified By" and "Modified" columns while copying. For more information, see Authors and timestamps.
- Preserve user alerts: This option will preserve user alerts associated with the items. This requires the server extension on the source and destination site.
- Required features: All the site and site collection features that are required by the elements being copied will be automatically activated.
- Set lists to modern experience: This allows you to migrate classic lists and libraries to Microsoft 365 using the modern experience.
- Site navigation: Maintains the links and controls within your sites/site collections which help guide your users towards other relevant locations within your sites.
- Subsites: Includes the subsites of the selected site with the copy.
- Update links: This option will correct your links. This means that items that link to another item in your source site will be corrected during the migration to link to items in your destination site. For example, if you have a Wiki page library and two pages in this library - a Details page and a General page - and the General page contains a link to the Details page. If you migrate those two pages to a new Wiki page library on a new site and you don't select the option to update links, the new General page will contain the exact same link as it did before, which means that it will link to the old Details page. If you select the option to update links, the new General page will link to the new Details page.
- User alerts: List user alerts will be copied. The item user alerts will be copied as well if the List Content option is selected. This requires the Server extension on the source and destination server.
- Version history: This option will preserve version history while migrating. For the option to be available, versioning should be enabled on the destination list or library. If the destination only allows for major versions, only the source major versions will be copied, not the draft (minor) versions.
- Limit to X latest versions: By selecting this and entering the desired number of versions, the ShareGate migration tool will copy the X latest version, while always conserving at least one Major version. Minor versions will be copied as major versions if minor versions are not enabled in the destination list.
- Web parts: This option will preserve web parts (the web parts will be copied) when copying pages.
- Workflows (Out-of-the-box, SharePoint Designer, and Nintex): The workflows associated with the migrated objects will be copied to the destination. The only supported workflows are the built-in SharePoint workflows, the ones created with SharePoint Designer, and Nintex Workflows.
- Nintex workflow history: This option will preserve the history of your Nintex workflows.
List experience options are only available when using Copy structure and content from:
On-premises to SharePoint Online/Microsoft 365/SharePoint 2019
- Set to tenant default
- Set to new experience
SharePoint Online/Microsoft 365/SharePoint 2019 to SharePoint Online/Microsoft 365/SharePoint 2019
- Keep source experience
- Set to new experience
Automatic export of this migration's results
The ShareGate migration tool can automatically export the results of your Migration report to a SharePoint library.
For complete instructions, see Export to SharePoint.
Dependency options are only available when using Copy structure and content.
Choose the location where the dependencies will be copied.
Use the radio buttons to select your preferred option.
This will copy all dependencies to the same locations in the destination as they are in the source of the migration. This means that if a site column from the parent site is used by the list being copied, this site column will be copied to the parent site of the destination site.
This will copy all dependencies at the root of the site collection at the destination. This will make sure that every dependency is always available for each subsite.
This will copy all dependencies to the selected site. This allows for more flexible control over where dependencies should be copied.
Metadata options are only available when using Copy content only and Import from file share.
Expand each content type to view the metadata options. Use the dropdown to choose from the following options.
- Set mapped value (default): Set the value specified in the source column mapped with the given destination column. An indicator will appear to let you know if it is mapped to a source property already or if you need to set the mapping. Clicking on Set mapping will open the Map Properties window.
- Set custom value: This allows you to set a specific value to be used in a given column for a given content type while copying content.
- Ask a value (manual mode only): Stops at each item being copied using this content type and will ask you to specify a value for it.
- Set mapped value or default: Does the same as Set mapped value, but if the mapped source value is blank, it will use the default value that you specified.
- Ignore: Ignores this field and skips it.
Filter options are available on certain features, like Copy content only and Import from file share.
Time range filter
Toggle on this option to filter your migration for items created or modified within a specific date range.
- The time range filter will consider the modified date and/or the created date, depending on what falls within the time range you've set.
- If you copy a file within a file share, the last modified date remains the same, while the created date is updated to the date and time of the copy.
You have the following options:
- Include all: Includes all file extensions in your migration.
- Limit to: Any specified file extensions will be included in the migration, all non-specified file extensions will be excluded.
- Exclude: Any specified file extensions will be excluded in the migration, all non-specified file extensions will be included.
To input the file extension(s), type them into the field using no periods or special characters. Add a space to separate each file extension from the next one. For example: png pdf xlsx