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Cut and Paste for SharePoint 2007 User Guide - Metalogix

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<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>for</strong><br />

<strong>SharePoint</strong> <strong>2007</strong> <strong>User</strong><br />

Publication Date: May 31, 2012<br />

<strong>Guide</strong><br />

Copyright © 2012 <strong>Metalogix</strong> Software Corporation. All Rights Reserved.<br />

This software is protected by copyright law <strong>and</strong> international treaties. Unauthorized reproduction or<br />

distribution of this software, or any portion of it, may result in severe civil <strong>and</strong>/or criminal penalties<br />

<strong>and</strong> will be prosecuted to the maximum extent possible under the law.


Page 2<br />

Copyright<br />

Copyright © 2012 <strong>Metalogix</strong> Software Corporation<br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

All rights reserved. No part or section of the contents of this material may be reproduced<br />

or transmitted in any <strong>for</strong>m or by any means without the written permission of <strong>Metalogix</strong><br />

Software Corporation.<br />

Windows <strong>SharePoint</strong> Services is either a registered trademark or a trademark of<br />

Microsoft Corporation in the United States <strong>and</strong>/or other countries. Other product <strong>and</strong><br />

company names mentioned herein may be the trademarks of their respective owners.<br />

Technical Support<br />

For in<strong>for</strong>mation about <strong>Metalogix</strong> Technical Support, please visit<br />

http://metalogix.com/support.<br />

Technical support specialists can be reached by email at support@metalogix.com or by<br />

phone at 1.202.609.9100.<br />

We want to hear from you. Please send any comments regarding this document to<br />

support@metalogix.com.<br />

The level of technical support provided depends upon the support package that you<br />

have purchased. Contact us to discuss your support requirements.


<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

Table of Contents<br />

Page 3<br />

Enable / Disable <strong>Cut</strong> And <strong>Paste</strong> Features ..................................................................................................10<br />

Adding <strong>Cut</strong> And <strong>Paste</strong> Features To New Sites ..........................................................................................12<br />

Display About <strong>Cut</strong> And <strong>Paste</strong> .....................................................................................................................13<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> ..................................................................................................................................... 4<br />

Copying A Single Document ...................................................................................................................... 6<br />

<strong>Cut</strong>ting A Single Document........................................................................................................................ 6<br />

Copying A Shortcut To A Document .......................................................................................................... 6<br />

Copy, <strong>Cut</strong>, Or Delete Multiple Documents ................................................................................................ 6<br />

<strong>Cut</strong>, Copy All Items And Folders In A Document Library ......................................................................... 7<br />

Pasting Items And Shortcuts ...................................................................................................................... 7<br />

Using <strong>Paste</strong> Special ................................................................................................................................... 8<br />

Folder In<strong>for</strong>mation ....................................................................................................................................... 9<br />

Displaying Folder In<strong>for</strong>mation .................................................................................................................. 9


Page 4<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> is a custom <strong>SharePoint</strong> module that enhances the stock <strong>SharePoint</strong> cut<br />

<strong>and</strong> paste functions. <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> allows you to:<br />

Copy or move content, such as documents <strong>and</strong> folders, from one document<br />

library to another.<br />

Copy or move content to another site.<br />

Create shortcuts to a document or folder.<br />

Delete multiple files in a single action.<br />

<strong>Cut</strong>ting, copying, pasting, <strong>and</strong> deleting content using the <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> module is similar<br />

to Windows Explorer functionality. These actions are integrated into the shortcut menus<br />

<strong>and</strong> toolbar of the <strong>SharePoint</strong> user interface so you do not need to use other tools to<br />

copy content from one location to another. Metadata <strong>and</strong> versions are also maintained<br />

when content is copied to the new location.<br />

Documents that are copied to the same folder create a new document named “Copy of<br />

”, where is the name of the original file. If you paste the document to the<br />

same folder more than once, then the “Copy of” file will be added as a new version. If<br />

versioning is not enabled, then the previous “Copy of” file will be overwritten.<br />

If a user does not exist in the destination site, the current user name replaces the nonexisting<br />

user. For example, if Mary last modified a document in the HR team site, John<br />

copied this document from the HR team site to the Sales team site, <strong>and</strong> Mary does not<br />

have an account on the Sales team site, then the Modified By column will contain John<br />

instead of Mary. This is because Mary is not a member of the Sales team site <strong>and</strong><br />

cannot be assigned to any documents within the Sales team site.<br />

Item-level permissions are not preserved when copying items from one list to another.<br />

The destination item’s parent determines the permissions granted.<br />

The following table describes the enhanced actions available via <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong>.<br />

Action Description<br />

<strong>Cut</strong> Moves content to the new folder or list. The original content is sent to<br />

the Recycle Bin. If the Recycle Bin is not enabled, the content is<br />

deleted immediately.<br />

Copy Copies content to the new location. The original content is not deleted<br />

nor sent to the Recycle Bin<br />

Copy Shortcut Creates a shortcut to content in the destination folder or list. The file<br />

extension of the shortcut is url.


<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

Action Description<br />

Copy All Copies the entire contents of a list. A warning message is displayed to<br />

notify the user be<strong>for</strong>e continuing.<br />

<strong>Cut</strong> All Moves the entire contents of a list. A warning message is displayed to<br />

notify the user be<strong>for</strong>e continuing.<br />

Delete Deletes selected content, which is sent to the Recycle Bin if it is<br />

enabled. Otherwise, the content is deleted permanently. A warning<br />

message is displayed to notify the user be<strong>for</strong>e continuing.<br />

Download The selected content is compressed (zipped) <strong>and</strong> downloaded to the<br />

user’s desktop. If the content is a folder, the subfolders <strong>and</strong> documents<br />

are also contained in the zip. The original folder structure is maintained.<br />

Folder In<strong>for</strong>mation Provides in<strong>for</strong>mation <strong>for</strong> the selected folder, including:<br />

Number of documents<br />

Number of subfolders<br />

Folder size (MB)<br />

Send Links to Email Links to the selected content are added to a new email message.<br />

Send Attachments to<br />

Email<br />

Page 5<br />

The selected content is added as attachments to a new email message.<br />

Note: For this feature to work, the following conditions must be met:<br />

Microsoft Outlook is installed<br />

If the site is running SSL, the certificate must be valid <strong>and</strong> there<br />

must be no user prompts. JavaScript cannot respond to these<br />

user prompts <strong>and</strong> they will result in a JavaScript error.


Page 6<br />

Copying a Single Document<br />

Click the document’s context menu, <strong>and</strong> select Copy.<br />

<strong>Cut</strong>ting a Single Document<br />

Click the document’s context menu, <strong>and</strong> select <strong>Cut</strong>.<br />

Copying a Shortcut to a Document<br />

Click the document’s context menu, <strong>and</strong> select Copy Shortcut.<br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

By default, <strong>SharePoint</strong> blocks URL file types, which prevents users from using this<br />

feature. To allow copying shortcuts:<br />

1. Click Central Administration > Operations > Security Configuration ><br />

Blocked file types.<br />

2. Find <strong>and</strong> remove url from the list.<br />

3. Click OK.<br />

Copy, <strong>Cut</strong>, or Delete Multiple Documents<br />

1. Select the required content by placing checks in the box to the left of the items.<br />

You can select all items on a page by checking the box in the header row.<br />

2. Click Actions on the toolbar.<br />

3. Select the required action.


<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

<strong>Cut</strong> or Copy All Items <strong>and</strong> Folders in a Document Library<br />

1. Click Actions on the toolbar.<br />

2. Select <strong>Cut</strong> All or Copy All.<br />

Note: <strong>Cut</strong> All or Copy All per<strong>for</strong>ms the action to the entire list regardless of where you<br />

are inside the document library.<br />

Pasting Items <strong>and</strong> Shortcuts<br />

Use either of the following methods:<br />

Click on a folder, <strong>and</strong> click <strong>Paste</strong>.<br />

Click Actions on the toolbar <strong>and</strong> select <strong>Paste</strong>.<br />

The following two figures illustrate both methods.<br />

Note: <strong>User</strong>s can paste items into a sub-folder by choosing the specific folder context<br />

menu <strong>and</strong> selecting <strong>Paste</strong> or by navigating into the folder <strong>and</strong> choosing Actions ><br />

<strong>Paste</strong> from the toolbar menu.<br />

Page 7


Page 8<br />

Using <strong>Paste</strong> Special<br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Using <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

The <strong>Paste</strong> Special option allows you to override the pre-configured file versioning<br />

settings when pasting items <strong>and</strong> folders. A dialog box that lets you choose the settings<br />

opens when you select <strong>Paste</strong> Special.<br />

To paste items using user-defined settings<br />

Use any one of the following methods:<br />

Click a folder, <strong>and</strong> click <strong>Paste</strong> Special<br />

Click Actions > <strong>Paste</strong> Special<br />

Place a check in the box to the right of the setting, <strong>and</strong> click <strong>Paste</strong>


<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Folder In<strong>for</strong>mation<br />

The following table describes settings that can be overridden.<br />

Action Description<br />

Copy Versions Determines whether the document versions are copied to the new<br />

location<br />

Create New Version Determines whether to create an additional document version when<br />

copying a document<br />

If versions are disabled <strong>for</strong> a document library, a new document is<br />

created with the current dates <strong>and</strong> user’s in<strong>for</strong>mation<br />

Create an Alert Determines whether to create an alert at the destination <strong>for</strong> the selected<br />

items<br />

Do Not Check In<br />

Document<br />

Folder In<strong>for</strong>mation<br />

Page 9<br />

The document will not be checked in automatically if “Require<br />

Checkout” setting is enabled. This option only applies if “Require Check<br />

Out” is enabled <strong>for</strong> the document library.<br />

This feature allows users to determine the details of a folder in a document library. The<br />

following in<strong>for</strong>mation is provided:<br />

Number of documents<br />

Number of folders<br />

Folder size (MB)<br />

Displaying Folder In<strong>for</strong>mation<br />

Select a folder <strong>and</strong> click Folder In<strong>for</strong>mation.<br />

The following screen displays the folder details.


Page 10<br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Enabling <strong>and</strong> Disabling <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> Features<br />

Enabling <strong>and</strong> Disabling <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> Features<br />

By default, all three of the following <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> features are enabled when you run<br />

the <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> Configuration Wizard.<br />

Feature Description<br />

Outlook Integration Allows users to choose multiple documents <strong>and</strong> send them as links or<br />

add them as attachments in Microsoft Outlook email messages<br />

Power Tools Contains features that extend <strong>SharePoint</strong> lists such as multi-item delete<br />

<strong>and</strong> multi-item download<br />

<strong>User</strong> Interface Contains all menu items required to copy / paste items<br />

<strong>User</strong>s may activate or deactivate any features they choose. The features are deployed<br />

at the site level, so each site must be configured independently.<br />

1. Navigate to the site that you want to configure <strong>for</strong> <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> operations.


<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Enabling <strong>and</strong> Disabling <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> Features<br />

2. Click Site Settings > Site Features.<br />

Page 11<br />

3. On the Site Features page, click Syntergy <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> – {Feature Name} ><br />

Activate or Deactivate.<br />

Refer to the previous table <strong>for</strong> an explanation of each group of features.


Page 12<br />

Adding <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> Features to New Sites<br />

<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Adding <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> Features to New Sites<br />

You can activate or deactivate adding <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> features to new sites.<br />

1. Click Central Administration > Operations > Global Configuration > Manage<br />

Farm Features.<br />

2. On the Manage Farm Features page, click Syntergy <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> > Activate<br />

or Deactivate.


<strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> <strong>User</strong> <strong>Guide</strong> <strong>for</strong> WSS 3.0<br />

Display About <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

Display About <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong><br />

Page 13<br />

You can display or hide the About <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> page, on the Application Management<br />

page. The About page is required to add a license key.<br />

1. Click Central Administration > Operations > Global Configuration > Manage<br />

Farm Features.<br />

2. On the Manage Farm Features page, click Syntergy <strong>Cut</strong> <strong>and</strong> <strong>Paste</strong> – Central<br />

Administration > Activate or Deactivate.

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