Migrating Shared Favorites to Folders
PURPOSE:
To migrate all existing Shared Favorites to new Folders for sharing via Bursts. Use this utility when updating Metric Insights from a release prior to 5.2 and later releases.
ACCESS:
Using the path Admin menu > Utilities > Migrate Favorites to Folders, Admins are provided with a migration utility to convert existing Shared Favorites to Folders.
USED TO:
- Grant the original Owner of the Favorite exclusive ability to modify its content (sharing with the old "Maintain" capability is not supported).
- Retain or delete existing Shared Favorites. If retained, they will be for use of the creator ONLY and no longer be shared with other Users.
- Migrate elements only to Individual Users (USE CASE: if Favorites folder was originally shared with a Group, the new Folder will be shared with all members of the Group as individuals rather than sharing at Group level).
CAUTION:
- Do not migrate Shared Favorites that are included in Slideshows. This is a known limitation that will be corrected in a future release after 5.2.1.
- Shared Favorites are not supported in 5.2 and beyond.
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- Select Migrate option "All Shared Favorite Folders"
- Indicate if the Shared Favorites should be Removed; if not checked, the Shared Favorite remains as a Personal Favorite of its creator after the migration but is no longer shared and only appears on that User's Dashboard.
Click the Migrate All Favorites to Folders button
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This set of options is only available to Users who received a Shared Favorite from someone else and subsequently modified the content.
- Migrate > Only one at a time to open optional fields
- Select a User from the drop-down
- Only those Favorites that the selected User has shared will be displayed - select one
- Input a unique name for the new Folder
- Choose ONE of the Migration options:
- Migrate as Personal Favorite, if you want to migrate the Shared Favorite that someone else shared with you as a Personal Favorite
- Migrate as one new Shared Folder to move Shared Favorites to a new public Folder
- [Optional] Indicate if you want the existing Shared Favorite to be removed. If so, it will no longer appear in your list of Favorites
- Click [Copy Favorite content to Folder]
Given the selections in the sample above
- Shared Favorites folder is removed from the User's Personal Favorites
- New Folder is created with the User's modified content and is not shared with anyone.