Introduction

WorkSite is a multi-filing system and, as such, allows for both items and containers to be referenced from multiple locations within the file hierarchy. Shortcut Links Resolution can be used to imitate this feature on systems that do not directly support it, such as SharePoint.

Once migrated to the target system, the way references are treated depends on their type:

• Items: The first reference (the one that was filed first) is considered to be the actual file to which the content is attached, whereas all other references are treated as links.
• Containers: WorkSite uses slightly different specifications for containers and links to containers. The software handles them equally when it comes to capturing metadata but ensures that container links end up as links on SharePoint.

In either case, links are considered to be of the same Content Type as the item they are pointing to when it comes to capturing metadata (e.g. a link to a workspace will contain the same set of metadata as a normal workspace).

Enable Workspace Link Settings

To enable proper link handling, please follow these steps:

1. Select the Migration Task and click on the Settings icon in the Migration Task Pane.
2. The “Migration Task Settings “window should now open. Go to the “General Settings” tab and click on the "Resolve shortcut links" checkbox.
3. Go to the “Content Type Mapping Settings” tab which is under the “Migration Task Settings” Window and click on the “Add a new Source Classification” button in the upper-right corner of the "Unmapped Source Content Types" panel, as shown in the image below.
4. Create a Custom Content type per type of link that you want to migrate (e.g. Workspace Link, Document Link).
5. Verify that your entered data is analogous to the image above, then click the ‘Ok’ button to save your new content type. Once you click on OK button, the Custom Content Type is created and we can do the metadata mapping.
6. Map the metadata properties of the Custom Content Type.
7. In the "General Settings tab" scroll down to the "Link Resolution" section and ensure that the option “Resolve shortcut links” is checked.
8. Shortcut Link Processing happens during the Post Process stage. The target path of each item is identified in the first step (Process), whereas links are loaded in the second step (Post Process; please refer to section 6.2 Post Processing).

Nested Workspaces and User Matters

In some cases, WorkSite can have Workspaces filed inside User Matters or other WorkSpaces. These will be referred to as Nested Workspaces in this document. 

By default, the migration ignores the container itself when processing a Workspace or User Matter and only migrates its contents. This works perfectly when the former are migrated into the existing libraries of folders, which is the case for most migration workloads. It might be required in some cases, however, to migrate the Nested Workspaces as folders inside their parent Workspace into the target system. 

To achieve this an application setting needs to be manually set:

1. Open the application configuration file in a text editor of your choice.
2. Create a new key named WorkSiteToSharePoint.WorkspaceTargetType and set its value to “Folder”.
3. Save the file and restart Proventeq Migration Accelerator.

Please note that the application configuration file can be found in the installation directory (typically "C:\Program Files\Proventeq\Proventeq Migration Accelerator\Proventeq.MigrationAccelerator.exe.config").