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    Home/SharePoint/MacroView/Structure and migration

    MacroView · Structure and migration

    The same structure for every file, with the history on board

    New client or new project? One right-click and the full structure is ready, with its metadata and permissions. And the e-mail history in PST files, Public Folders and file shares moves along.

    Book an introductory call How it works

    Microsoft PartnerIn your own Microsoft 365Dutch, French, English
    Right-click provisioning in MacroView: a new client file created from the Client file template, with its folder structure and permissions shown before it is created
    In shortSound familiar?How it worksWhat is includedQuestions

    In short

    MacroView Provisioner creates SharePoint sites, libraries and folder structures from templates, in bulk or one at a time with a right-click in MacroView DMS. MacroView Migrator moves e-mail from Outlook, Public Folders and file shares into SharePoint, Teams or OneDrive, captures metadata and removes duplicates. MacroView Standardiser adds e-mail metadata and an Outlook-like view to e-mails already in SharePoint.

    Sound familiar?

    Why SharePoint grows wild

    Hover over or tap a card to see what MacroView changes.

    Every file looks different

    ↻
    With MacroView

    One template per type of file

    Sites, libraries and folders created from the same template, with the same metadata and permissions.

    A new site means a ticket for IT

    ↻
    With MacroView

    A right-click for the right people

    Right-click provisioning in MacroView DMS, with permission-based access to who may create what.

    History in PST files and Public Folders

    ↻
    With MacroView

    Migrated with metadata

    MacroView Migrator moves e-mail and attachments into SharePoint, Teams or OneDrive, and captures the e-mail metadata.

    The same e-mail, five times

    ↻
    With MacroView

    Duplicates removed

    Duplicates are removed during the migration, so each e-mail lands once and storage stays lean.

    How it works

    From old storage to a clean structure

    Analyse the current store

    Scan PST files, Public Folders and file shares before anything moves.

    Design the structure

    Templates per type of file, with metadata and permissions, matched to how you work.

    Migrate with metadata

    E-mails and attachments move into the new structure, duplicates removed, kept as .msg.

    Grow with a right-click

    Every new client or project gets the same structure from the template.

    What is included

    Two tools, one clean SharePoint

    1 / 2MacroView Provisioner

    Structure from a template, by right-click or in bulk

    Create sites, libraries and folder structures in bulk when you start, and one at a time with a right-click afterwards. Right-click provisioning is a free add-on to MacroView DMS.

    • Bulk provisioning of sites, libraries and folders
    • Right-click provisioning in Outlook and Microsoft 365
    • Permission-based: only the right people create
    New client file
    Clients › BakkerijDeKorf
    Template
    Client file
    Folders
    Engagement, Accounting, Tax, Correspondence
    Permissions
    Client team
    Ready with one right-click.

    Illustrative example

    2 / 2MacroView Migrator

    Bring the history along, clean

    Migrator moves e-mail from Outlook, Public Folders and file shares into SharePoint, Teams or OneDrive. E-mails already in SharePoint? MacroView Standardiser adds their metadata and an Outlook-like view, so they are easy to find.

    • Analysis of the Public Folder store before migrating
    • E-mail metadata captured automatically
    • Duplicates removed, e-mails kept as .msg
    • Afterwards: open, search and filter from Outlook
    A MacroView Migrator job: an Outlook archive, Public Folders and a file share moving to SharePoint with their e-mail metadata, and the checks done before the migration

    Questions about structure and migration

    Do we have to migrate everything at once?

    No. We analyse the current store first and migrate in parts, per mailbox, Public Folder or file share.

    Where can the content go?

    Into SharePoint, Teams or OneDrive, in your own Microsoft 365 environment.

    Who can create new sites with a right-click?

    Only the people you allow. Right-click provisioning is permission-based.

    What about e-mails already in SharePoint?

    MacroView Standardiser extracts their metadata, adds an Outlook-like view and removes duplicates, so they become searchable from Outlook.

    More MacroView topics

    Filing from Outlook and Office

    E-mail and documents into SharePoint in one move, with metadata, from Outlook, Teams, Office and any device.

    Read more

    Automatic e-mail filing

    Central rules that file e-mail by themselves, also from group and shared mailboxes.

    Read more

    Records and compliance

    Declare records, add holds and read the audit history, straight from Outlook.

    Read more

    All MacroView features

    Every feature on one page, filterable by theme.

    Read more

    Related

    Back to MacroViewSharePoint as full document managementAll MacroView features

    Ready for a clean SharePoint?

    Book an introductory call. We look at how you file e-mail and documents today and which MacroView products fit.

    Book an introductory call

    Book an introductory call

    SoftAdvice

    Process & information architects

    M-Files Solution Partner since 2010, active in Belgium, the Netherlands and Luxembourg.

    info@softadvice.eu
    Belgium +32 2 895 06 00
    Netherlands +31 79 799 61 40
    Luxembourg +352 27 86 46 55

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