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Quick Start Guide

Josh Tefay
  • Updated

You can run your first migration in minutes, by following these simple steps.

  1. Install MacroView Migrator
  2. Create a Basic Package
  3. Run the Migration Package

 

Install MacroView Migrator

Download the software installation MSI and run the installer on your PC. You don't need to be an Administrator to install or use MacroView Migrator. After the installation completes, you can find MacroView Migrator on the Start menu.

 

Create a Basic Package

Click the 'New' button and choose the 'Quick Start Package (library and folders)' template. This template is preconfigured with the necessary settings and workflow to migrate Outlook folders and their contents to a destination SharePoint site.

Migrator Packages Highlighted.png

Enter a name for the package and click the 'Source location' ellipses to select a source Outlook folder (ensure Outlook is running before attempting to select a folder).

 

Note: A MacroView Migrator evaluation license allows migrating up to 1000 items, and up to 5 provisioning activities per package. To familiarize yourself with its operation, it is advisable to select a source folder that has a small number of files and subfolders.

 

If you would prefer to migrate from a local folder change the Source type dropdown value to 'File System' then click the ellipses to select a source folder.

Enter the 'Destination path' to the SharePoint site where you would like the document library to be created and the source content migrated. This value should contain the decoded URL. For more information, see About Decoded URLs.

 

 

Click 'OK' to create the package.

 

If not using the quick start package

The destination document library should contain an 'Email' content type so that emails can be properly migrated. To learn more about what columns will be provisioned during this process, see MacroView columns required to capture email metadata. Alternatively, if you would like to use a different content type edit the workflow and update the ProvisionFile activity.

 

Run the Migration Package

Right-click the package and select 'Run'. This will display a confirmation prompt; select 'Yes' to confirm you would like to run the package. When prompted, sign in with an account that has Full Control permissions to the destination path.

The migration progress is displayed while the package is running. Once complete click 'Done' to return to the main packages view. Migration results can be reviewed by double clicking the package and selecting the 'Logs' tab.

 

Next Steps