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Content Matrix 9.5 - SharePoint Edition User Guide

Introduction Activating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements Multilingual Support Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
Team Site to Modern Team Site Migration SharePoint Sites to Modern Communication Site Migration MySite Migration "Share With" Metadata and "Sharing Links" Access Permissions Migration Records Center to SharePoint Online Migration Using the Import Pipeline Master Page Migration List Template Gallery Migration Content Types Migration Document Version and Checked Out File Limitations Ghosted and Un-Ghosted Page Migration Document Set Migration Navigation Migration Classic Web Parts Migration Site Theme Preservation Site Feature Migration Managed Metadata Migration Users and Permissions Migration BCS/BDC Data Migration OneNote Notebooks Migration Customized Form Pages Migration InfoPath Forms Migration SharePoint Workflow Migration Nintex Workflows and Forms Migration StoragePoint Content Migration Link Correction
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action Configuring Hub Sites Incremental Migration Using PowerShell with Content Matrix
Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.SharePoint.Migration.Commands
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

MySite Migration

The following are the supported source/target combinations for migrating MySites:

·Any source server with SharePoint 2007 or later (using the Web App or Farm connection types) to any supported target server (using the Web App or Farm connection types).

·Any source server with SharePoint 2007 or later (using the Web App or Farm connection types) to an Office 365 Tenant environment.

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

 

Connection icon

When migrating MySites, the target side connection must be a Web App or Farm connection type, using the Local Object Model or Metalogix Extensions Web Service (MEWS) connections for on premises installations of SharePoint. For Office 365 target environments, the Office 365 Tenant connection type must be used.  This allows users to connect at a Site Collection level to the Office 365 environment so they can run Site Collection migrations.

It is recommended that the Web App or Farm connection types be used on the source side as well. Other connection types can be used on the source, such as the Database connection. However, this will have some limitations. If these other connection types are used on the source, MySites can still be migrated to the target, but they will be migrated as Site Collections (not using the MySite template), and as a result, will not include some of the User Profile data and other data that the normal MySite migration will preserve.

When migrating SharePoint MySites, a Local OM or a Remote OM connection can be used. However, due to some User authentication changes that have been made beginning in SharePoint 2013 that inadvertently restrict the creation of Site Collections (MySites are a type of Site Collection), using the SharePoint OM remotely, Metalogix Content Matrix needs to use a set of elevated permissions to create Site Collections. In order for these elevated permissions to be used, the migrating user account must explicitly (by name) have "Full Control" permissions on the Web Application that the Site Collection is being created on. A preliminary check will be made before elevation occurs to ensure the migrating user has enough permissions initially to be able to use the elevated Site Collection creation. Creating Site Collections with the Local OM connection type does not have this same restriction, but the same permissions are recommended in case elevated permissions are needed. Please see Connecting to SharePoint Online for more details on this connection types. For more information on this specific issue, please see SharePoint Site Collection Creation Issue.

Note that in order to view MySites when migrating to an Office 365 Tenant environment, the Include Office 365 tenant my site host connection check box must be enabled when the connection is created. The MySites are then displayed under their own top-level root node. For more information, please see Connecting to SharePoint Online.

Migrating MySites to a Target that Uses OneDrive

Navigation:  How Content Matrix Handles Various SharePoint Components > MySite Migration >

Migrating MySites to a Target that Uses OneDrive

When migrating MySites to a target SharePoint environment that uses OneDrive, Metalogix Content Matrix will use a slightly different method to migrate some of the content. Any documents on the source that are in the MySite Shared Documents or Personal Documents library will be migrated into a Shared with Everyone folder in OneDrive. This is done instead of migrating the documents into Document Libraries of the same name. As a result, this can cause some navigation copy issues because the Shared and Personal document libraries will not exist on the target, and because they do not exist, they cannot be added to the navigation.

Additionally, web parts that exist on landing pages in SharePoint 2007 or 2010 will not be migrated.

See also "Share With" Metadata Migration to SharePoint OnlineUsing the Import Pipeline.

Required Permissions for Migrating MySites

Navigation:  How Content Matrix Handles Various SharePoint Components > MySite Migration >

Required Permissions for Migrating MySites to SharePoint On Premises

Migrating MySites to a SharePoint on premises target requires slightly higher permissions than other copy actions. The basic permissions needed to migrate MySites are as follows:

·Full Control permissions are required on the target Web Application. This is because when migrating MySites, the migrating user will not necessarily have access to the newly created MySite, and without access to the new MySite, you would be unable to migrate any other general content into it without getting permission errors. If this account has Full Control on the web application that the MySite is being created on, then it would still be able to migrate content into the new MySite because it will still have access (without making the migrating account a Site Collection Administrator on the MySite).

·Farm Administrator permissions are required on the target SharePoint server to which the MySites will be migrated when migrating to a target that is using the Local Object Model (OM) connection.

EXCEPTION:  If the target connection is using the Remote OM connection through the use of the Metalogix Extensions Web Service, then the Farm Administrator permission is not needed.

·Manage Profile permissions are required on the User Profile application (in Share Services). This option is mainly required when migrating User Profiles, and to help create and manage Managed Metadata for the user profiles.

These basic permissions allow for the creation and migration of MySites (personal sites) on the target, use of personal features, management of user profiles, and management of permissions (these can all be accessed through the Shared Service Applications in Central Administration).

Migrating User Profiles with MySites

Navigation:  How Content Matrix Handles Various SharePoint Components > MySite Migration >

Migrating User Profiles with MySites

User Profiles can be migrated with the MySites, then later be converted into audiences. When migrating MySites, any custom User Profile properties will only be migrated if the following conditions are met:

§The User Profile property from the source has already been created on the target before migration.

§The target side User Profile property has the same property name as it did on the source.

§The target side User Profile property has the same property type as it did on the source.

When migrating User Profiles to an Office 365 Tenant target, the following limitations apply:

§Any Quick Links on the source profile will not be migrated.

§Any Privacy settings in the profile settings will not be migrated.

§If a profile picture is set on the source profile, it will not be migrated.

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