6.3. Items List

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To launch the Items List, select the Items List menu option or launch from the Discovery dialog box.  The Items List will display details of each item captured from the source during Discovery and will be updated by operations executed in the Migration Phase. 

 

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Columns displayed will vary depending upon the source being migrated.  Filters can be applied to gain more insight into the data being migrated and cleared using the Picture142.png icon. Additional columns can be added or removed using the settings icon Picture66.png

When processing issues occur the details of the error can be found in the Status field.

Processing run: It is possible to filter on Last Processing Run.

 

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Selecting Last Processing Run will filter the list items to only show items that were processed in some way in the last execution of a migration step.

Export to CSV

The Item List can be exported into a .CSV file using the option.  If a filter is applied to the items list, it will apply to the exported list also.  All columns will be exported.

 

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6.3.1.  Item level information

 

Select the item to display the Item Details screen.

 

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As an item moves through various process stages then additional information will appear as show in the table below.

 

6.3.2.  Items Details

The following table lists all available columns, * indicates additional columns to Summary view.

Column Description Possible values Stage Populated Notes
Source Content Item ID This identifies an individual document version in source.   Discovery  
Target Content Item ID This identifies an individual document version in target.   Load  
Group ID This identifies an individual document.   Discovery The same document with several versions will have the same Group ID
Source Item Name     Discovery  
Major Version e.g. If document version was 10.5 this would be 10   Discovery  
Minor Version e.g. If document version was 10.5 this would be 5   Discovery  
Processing Stage  

Discover – Information gathered by Discovery

Capture Metadata- Step 1 of Migration process executed

Classify – Step 2 of Migration process executed

Transform – Step 3 of Migration process

Load – Step 4(final step)

Discovery and Migration Phase  
Source Parent Name     Discovery  
Target Parent Name     Transform  
Target Item Name     Transform  
Extension     Discovery  
Source URL     Discovery  
Target URL     Transform  
Status     Migration Phase  
Source Content Type

This will contain either the content type assigned to the item by the source OR the a Customer Content Type assigned through custom classification

  Classify  
Target Content Type*     Transform  
Ordinality This represents the order in which versions items will be migrated   Discovery This represents the order in which versions items will be migrated
Entity Type     Discovery  
Status Message        
SourceContentTypeId     Classify  
TargetItemId     Classify  

 

6.3.3.  Source Virtual Collections

The items list may also contain items which don’t physically exist in source but are captured in Discovery to represent the source hierarchy. For example, when discovering all the personal folders in ShareFile, a root item will be created in items list for “Personal Folders”, which will act as the parent item for individual personal folders. Such items will have a source Entity Type of “VirtualCollection”. 

 

6.3.4.  Target Structure Entries

As well as source items, some additional entries may appear in the items list termed ‘Target Structure Entries’.  They are added to represent structural elements that may need to be created by PMA during the migration.  So for example if a SharePointLibrary needs to be created in target for splitting source folder hierarchy across libraries , an entry for this will also appear in the Items List so that the success or otherwise of that can be displayed. These items can be identified as they will have “StructureMapping” as the source ItemName.

 

6.3.5.  Processing History

The details of an item being processed can be viewed from the Processing History tab on the Item Details screen.

 

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