Copy structure and content - Managed metadata

Use Copy structure and content to migrate managed metadata from source to destination.

If you need more information on managed metadata, refer to the Microsoft documentation Introduction to managed metadata.

Index

• Prerequisites
• How-to
• Term Stores

Prerequisites

• You have term store admin permissions on your source and destination.
• You have site collection admin permissions on your source and destination site collections.

Note: Site collection admin permissions are required even if you have higher admin privileges like SharePoint admin or global admin permissions. For more information, see Microsoft administrative permissions.

How-to

1. Select Copy from the menu.
2. Select Copy structure and content.
3. Add your source credentials. 
4. Click Connect.
5. Select your source. 
6. Click Next.
7. Add your destination credentials.
8. Click Connect.
9. Select your destination. 
10. Click Next.
11. Select Managed Metadata from the list of Site objects. 
12. Select the managed metadata you want to copy from the source.
13. Click Options and/or Mappings on the top-right if you want to apply specific parameters. 
14. Drag and drop it into the destination, or click Start copy on the bottom-right corner.

Once the action is completed, the migration report will show any successes, warnings, or errors. See Migration report for more details.

Term Stores

Migrating Term Stores is not supported by the app.

If you would like to copy Term Sets or Term Groups from a Term Store, navigate into the Term Store at your source. Select the sets or groups you'd like to copy, and continue with the migration.

For example, if you would like to copy Term Sets from your source, navigate into the Term Store, then the Term Group, and you will see the Term Sets. Select the Term Sets you would like to include and start your copy.