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Content Matrix 9.6 - 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 Promotion of First Level Subsites to Site Collections 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

Migrating Access Request Settings

Access Request Settings is an option within a site's permissions that allows SharePoint to specify a specific user's (usually the site administrator's) email and/or contact information. This happens when another user is requesting authorization to access that site, and is done through a link on the site in question. When enabling this checkbox, you should take into account the following considerations:

 

·This setting is only supported when performing the following actions: Paste Site Collection, Paste Site as Subsite, and Paste Site Content > All Site Content. This option is not supported for any other migration actions.

·Allow access requests must be enabled in the Access Requests Settings options on the target.

·In order to manage email triggers, the following flags have been added to the product's ApplicationSettings.xml file: EnableAccessRequestItemsNotifications (set to 'False' by default) and NotificationEmailAddress (set to 'CM@CM.CM' by default). The following table describes what flag values to set to achieve the desired outcome:

Desired Outcome

EnableAccessRequestItemsNotifications setting

NotificationEmailAddress setting

An email is to be sent to the user whose email is specified in the Access Request Settings options on the target.

True

Any valid or invalid email address.

An email is to be sent to a different email address than the one specified in the Access Request Settings options on the target.

False

The email address of the intended recipient.

No notification emails are to be sent.

False

Any invalid email address (CM@CM.CM by default).

BCS/BDC Data Migration

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BCS/BDC Data Migration

Metalogix Content Matrix can migrate content that is using Business Data Catalog (BDC) data or Business Connectivity Services (BCS) data. Both BDC and BCS data are connections to Line-Of-Business (LOB) content that is external to SharePoint. Metalogix Content Matrix does not migrate this external data itself, but migrates the references to it that exist within SharePoint.

BDC data connections are used in SharePoint 2007 (only in MOSS, WSS 3.0 does not support BDC) and are generally read only connections. BCS data connections are used in SharePoint 2010 and later and are generally read/write connections. For a more basic description of what BDC and BCS are, please see the following  MSDN articles:

For SharePoint 2010

For SharePoint 2013 and later

Prerequisites for Migrating BCS and BDC Data

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Prerequisites for Migrating BCS and BDC Data

In order for BDC or BCS data to be properly migrated:

·the Definition for the external data must be created on the target before migration.

·The name of the external content type on the target must match the external content type from the source, and there should be only one external content type with this name on the target (in SharePoint 2010 and later there can be multiple external content types with the same name, but with a different name space).

·The appropriate account (depending on the connection type used), must have access to the external system:

§For the Local OM (Object Model) connection, the migrating user account

§For all other connection types, the application pool user account

·The Business Data Connectivity Service must be enabled and started on the target server before migration. This can only be done through a manual process, since the external data cannot be connected to or modified by Metalogix Content Matrix.

This definition can be imported from SharePoint 2007, or it can be manually moved from SharePoint 2010 and later.  

Types of BDC and BCS Data

There are three basic types of BDC and BCS data connections that exist in SharePoint, and all three can be migrated between on premises versions with Metalogix Content Matrix, as described in the following table.

Data Type

Description

External Lists

(SharePoint 2010 and later)

In Metalogix Content Matrix, BCS lists will appear as any other SharePoint list (listed under the SharePoint site), but will have a slightly different icon, as seen in the below image.

CONTEN~1_img59

Since this data is read from the external system, the available actions on its Explorer View node are limited. The Items View tab can be selected to view the items within the external list. The items in the External list will also have a slightly different icon, as well as a BDC Identity column to give the item ID within the external data. This ID is also an encoded reference in the external system. In the case of an external Database (DB) connection, this ID will contain a primary key value.

NOTE:  The Items View tab is not available for the DB connection.

BDC/BCS Web Parts

These are web parts within SharePoint that are connected to the external BDC or BCS data. Metalogix Content Matrix will migrate these web parts the same as any other web parts, provided that the web part itself has been installed, and the definition has been created on the target before migration. Once the web part has been migrated it will be reconnected to the BDC or BCS data.

EXCEPTION:  Any web parts that have “web part connections” (which are connections between two web parts) will not have connections preserved in a migration.

External Columns

These are columns that have been added to lists and libraries in SharePoint. These columns contain BDC or BCS data that comes from the external connection (from the external content type), and this data has been associated with items in the lists. These columns will automatically be added to the target SharePoint list and libraries when they are migrated, so long as the definitions have been created on the target before migration

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