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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

Copying Content Types as a Separate Action

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Copying Content Types as a Separate Action

NOTE:  This option is generally only recommended if the source site has already been migrated over to the target, or if you are trying to copy content types over to a different target location.

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

To copy content types as a separate action:

1.In Explorer View, select the site from which you want to copy content types.

2.Right-click and choose Copy Site.

3.Select the target location.

4. Right-click and choose Paste Site Objects > Content Types.

5.If you want to copy the content types to any child sites below the selected node, check the Copy Content Types Recursively box.

NOTE:  If you leave this box unchecked, content types will be copied to the selected site only.

6.Select the Content Types on the source site that you want to copy and move them to the Content Types to copy pane.

Configure Content Type Copying Options

NOTE: Content types from the parent site structure will be copied in case there is any inheritance that needs to be preserved.

You can now save or run the action.

Copying Classic Web Parts as a Separate Action

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Copying Classic Web Parts as a Separate Action

NOTE:  This option is generally only recommended if the source site has already been migrated over to the target, or if you are trying to copy content types over to a different target location

To copy classic web parts as a separate action:

1.In Explorer View, select site whose web parts you want to copy.

2.Right-click, and choose Copy Site.

3.Select the target site to which you want to copy the web parts.

4.Right-click and choose Paste Site Objects > Web Parts.

5.Complete the Configure Default Web Part Page Copying Options dialog - Classic Web Parts tab as you would if you were performing a full migration.

You can now save or run the action.

Configuring Global Mappings as a Separate Action

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Configuring Global Mappings as a Separate Action

You can configure global (user, domain, URL, an/or Guid) Mappings as part of a full migration or as a separate action.

REMINDER: Global Mappings are not migration-specific but rather apply to all environments to which Metalogix Content Matrix is connected.

To initiate global mapping configuration as a separate action:

1.From the Metalogix Content Matrix Console ribbon, select Configure Global Mappings.

Configure  Global Mappings Separate Action

2.Continue as you would if you were configuring global mappings as part of a full migration.

Updating Site Collection Settings After a Migration

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Updating Site Collection Settings After a Migration

Metalogix Content Matrix can update the Site Collection Administrators site collection quotas after the initial migration.

NOTE:  The account that is running Metalogix Content Matrix must already be a Site Collection Administrator.  

To update Site Collection Settings:

1.In the Explorer View, select the site collection whose settings you want to update.

2.Right-click and choose Change Site Collection Settings > Admin and Quota Settings.

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3.To update the list of Site Collection Administrators, check the Set Site Collection Admins box.

NOTE:  The current list of Site Collection administrators is listed in the window below the check-box. To add a user to the list, manually enter the domain/username in the window. Multiple users can be added by using a semicolon (";") to separate each user account.

Metalogix Content Matrix does not validate these users, so if the user does not exist, or if there are any spelling error, they will not be detected.

Removing all users from the Site Collection Administrators collection, including the account that is currently logged into Metalogix Content Matrix, can cause issues, since once the change has been updated the migrating account, as well as other accounts, would no longer have permissions to perform any actions (or migrations) on that Site Collection. It is highly recommended that at least one account (the migrating account) is left in the Site Collection Administrators collection.

4.To update the site quota settings, check the Set Site Quota box.

§check the Set Site Quota box, and

§select the appropriate option:

§To Source Value (default) - the quota value from the source site will be used.

§To Individual Values:

·Limit site storage to a maximum of: "X" Mb - The maximum size of the new site collection., in megabytes (Mb)

·Send warning e-mail when site storage reaches: "X" Mb - The size at which to send a warning e-mail to the Site Collection Administrator, that the site collection is getting near it's set volume capacity.

·To Template - Match the same value for a site template on the target side.

NOTE:  This drop down list will only display site templates that contain a site quota value.

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