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Content Matrix 9.8 - 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 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 Link Correction StoragePoint Content Migration
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
DB_Owner Permission Keyboard Shortcuts Activating the License Key Silently License Key Troubleshooting Errors Connecting to SharePoint 2019 or SharePoint Server Subscription Edition in a FIPS-Enabled Environment Determining the Status of a Migration Running in the Background MySite and User Profile Migration Issues Optimal Setup for Best Performance Migrating SharePoint On Premises Using Proxies, Load Balancing or Alternate Access Mappings Extensions Web Service Installation Files Migrating JavaScript Migrating Site Variations Migrating with SharePoint Document IDs Changing a Job Configuration for Multiple Files SharePoint 2013 and Later Site Collection Creation Issue Customized Wiki Page Web Part Zones Not Being Migrated Preserving SharePoint List Item IDs When Migrating to SharePoint Online Retrying Failed Document Copies to SharePoint Online CSOM Connections Import Pipeline Batches Getting Stuck Migrating Content When the Source Custom List Template is Missing When Migrating to SharePoint Online HTTP Status Code 429 (“Too many requests”) or 503 (“Server Too Busy”) Message Returned How Do I Identify and Remove Containers and Queues from My Azure Private Storage Account? "Error, the batch will be resubmitted" Message Displays When Using the Import Pipeline Item Count at Target is Increased When Migrating Using the Import Pipeline Custom Lists with Versioning Enabled Not Being Migrated When Using the Import Pipeline Supported Nintex Actions for SPO Migration Support for GCC High Tenants
About Us

Updating Site Collection Settings After a Migration

Navigation:  Copying SharePoint Objects as a Separate Action >

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.

Changing Navigation Settings After a Migration

Navigation:  Copying SharePoint Objects as a Separate Action >

Changing Navigation Settings After a Migration

You can change both global navigation and quick launch settings for site collections and sites as a separate action.

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In order to have full access to these features in an on premises target, it is recommended that the Metalogix Extensions Web Service (MEWS) be used.

Changing Global Navigation Settings After a Migration

Navigation:  Copying SharePoint Objects as a Separate Action > Changing Navigation Settings After a Migration >

Changing Global Navigation Settings After a Migration

Global navigation, also known as the top-bar navigation, can be changed after a migration, at either the site collection or site level.

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

To change global navigation settings after a migration:

1.In the Explorer View, select the site or site collection for which you want to change the global navigation.

2.Right-click and choose Change Site (or Site Collection) Settings > Global Navigation Settings.

Global Navigation Settings - Global Navigation

3.If you want any changes  to global navigation settings to be applied to any parent sites, check the Push changes to parent site box.

4.If you want any changes you make to global navigation settings to be applied to any child sites, check the Push changes to subsites box.

5.Select the appropriate option(s) on the Global Navigation tab- Global Inheritance options.

If you want the global navigation for the selected site collection/site to…

 

Then…

be the same as that of the parent site

check the Display the same navigation items as the parent site box.

display any navigation items that exist within any sub-site of the selected node

check the Display the navigation items below the current site box.

retain its current inheritance settings

check the Do not change global navigation inheritance box.

NOTE:  Remaining options on the Global Navigation tab are disabled for all versions of SharePoint except SharePoint 2010.

6.Select the appropriate options on the Sorting tab.

NOTE:  Any sorting options that you specify will apply to both Global and Quick Launch navigation.

Global Navigation Settings - Sorting

a)Chose a sorting type.  Use the information in the following table for guidance.

If  ...

Then …

you want navigation to be sorted automatically, based on the set Automatic Sorting options

select Sort Automatically.

you want to be able to sort navigation manually

select Sort Manually.

NOTES:  When you select this option, the settings are changed within SharePoint, to allow for manual sorting of the navigation, and does not actually change the navigation through Metalogix Content Matrix itself.

you want any existing sorting options to remain unchanged

select Do not change sorting type.

·you selected Sort Manually

AND

· you want any publishing pages within the site to be sorted according to Automatic Sorting settings

check the Sort Publishing Pages Automatically box.

NOTE:  This option is only available if you chose to Sort Manually.

b)If you chose to Sort Automatically or Sort Manually with the Sort Publishing Pages Automatically option enabled, complete the options in the Automatic Sorting  section (Sort By: and sorting direction).

7.Select the appropriate option on the SharePoint Ribbon tab.   Use the information in the following table for guidance.

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These options are available for an on premises target only if you are using an Object Model connection (either local or using the Metalogix Extensions Web Service (MEWS)).

Global Navigation Settings - SharePoint Ribbon

If you want to...

Select …

preserve any current settings for the SharePoint  ribbon

Do not change ribbon settings.

make the Show Ribbon and Hide Ribbon commands available within the Site Actions drop down menu

Make "Show Ribbon" and "Hide Ribbon" commands available.

hide the ribbon, making ribbon commands unavailable

Hide the ribbon commands.

8.To run the action, click [OK].

Changing Quick Launch Settings After a Migration

Navigation:  Copying SharePoint Objects as a Separate Action > Changing Navigation Settings After a Migration >

Changing Quick Launch Settings After a Migration

Quick Launch settings, also known as the top-bar navigation, can be changed after a migration, at either the site collection or site level.

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

To change Quick Launch settings after a migration:

1.In the Explorer View, select the site or site collection for which you want to change the global navigation.

2.Right-click and choose Change Site (or Site Collection) Settings > Quick Launch Settings.

Quick Launch Settings

3.If you want any changes you make to Quick Launch settings to be applied to any parent sites, check the Push changes to parent site box.

4.If you want any changes you make to Quick Launch settings to be applied to any child sites, check the Push changes to subsites box.

5.If you want Quick Launch Enabled on the site, make sure this box is checked.

6.If you want Tree View Enabled on the site, make sure this box is checked.

7.Select the appropriate Current Navigation option.  Use the information in the following table for guidance.

If you want  ...

Then…

to allow the Quick Launch to display the same Quick Launch items that are displayed in the parent site

Display the same navigation items as the parent site.

the Quick Launch navigation to display navigation items that exist in both existing sub-sites and sibling sub-sites

Display the current site, the navigation items below the current site, and the current site's sibling sites.

the Quick Launch navigation to only display navigation items for its existing sub sites

Display only the navigation items below the current site.

preserve the current quick launch navigation display settings

Do not change current navigation display mode.

8.If you want sub-sites to be shown in the Quick Launch, check the Show Subsites box.

9.If you want Publishing pages to be shown in the Quick Launch, check the Show Publishing Pages box.

10.If you migrated to a SharePoint 2010 target and you want to set the number of dynamic items that can be displayed within that level of the Quick Launch:

§Check the Maximum number of dynamic items to show within this level of navigation (SharePoint 2010)  box.

§Select the applicable number.

NOTE:  This option is disabled for all versions of SharePoint except 2010.

11.Complete the appropriate options on the Sorting tab, as you would if you were Changing Global Navigation Settings After a Migration.

NOTE:  Any sorting options that you specify will apply to both Global and Quick Launch navigation.

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