Before migrating workflows, it is strongly recommended that you review the SharePoint Workflow Migration and Nintex Workflows and Forms are Migratiion sections for requirements and limitations.

NOTES:

·If you are performing a list-level migration:

§Dependent workflow task lists should be available on the target.

§If the workflow has any dependencies on other list or site items, those dependencies should be migrated to the target first.

·When migrating SPD 2013 platform workflows, the SuppressEvents property must be set to False in order for workflows to be published after migration.

· When migrating any workflow, it is recommended that site and site collection features also be migrated.

WARNING: SharePoint 2013 workflow will be turned off for new tenants as of April 2, 2024 and will be removed from existing tenants and will be fully retired as of April 2, 2026. Refer to the Microsoft article Support update for SharePoint 2013 workflow in Microsoft 365 for complete details.

Nintex has announced a Nintex Upgrade Program for migrating SP2013 and Nintex workflows to the Nintex Process platform.

To configure workflow options:

1.Select the Workflow Options tab.

Note that available options depend on the level at which you initiated the migration and, in some cases, the version of SharePoint.

NOTE: SP 2010 OOB and SPD 2010 style workflows are no longer supported by Microsoft for SharePoint Online, so they will be skipped during migration to a SharePoint Online target.

2.If you are migrating from a SharePoint 2010 or later site collection and want to migrate SPD Globally Reusable Workflows, make sure the Preserve globally reusable workflow templates box.

NOTE:  This option only applies to globally reusable workflow templates.  Globally reusable workflow associations are treated as out-of-the-box workflow associations.

3.If you are migrating from a SharePoint 2010 or later site collection or site, select the appropriate option(s). Use the information in the following table for guidance.

4.If you want to migrate list-level workflow associations, check the applicable List scope box(es):

§For SharePoint out of the box workflows: Preserve out of the box list workflow associations.

§For SPD and/or Nintex workflows:  Preserve workflow associations for SharePoint Designer and Nintex Workflow.

5.If you initiated the migration at the site collection or site and want to migrate both site and list workflow content types, check the applicable Content type scope box(es):

§For SharePoint out of the box workflows: Preserve out of the box content type workflow associations.

§For SPD and/or Nintex workflows: Preserve workflow associations for SharePoint Designer and Nintex Workflow.

If database writing is enabled for an on premises target and you want to preserve workflow instance data for workflows that are not currently active or "In Progress," (including any complete, rejected, or terminated workflows), the Association content preservation options are enabled.

IMPORTANT: For an on premises target, these options are only available for selection if Content Matrix is able to write data directly to the Database. However, on premises database writing methods are not supported by Microsoft, and if used, will impact your Microsoft warranty. Please contact Quest Support for guidance and see the procedure for Association Content Preservation When Writing Directly to a Database .

If database writing is enabled and you want to preserve workflow instance data for workflows that are not currently active or "In Progress," (including any complete, rejected, or terminated workflows), the Association content preservation options are enabled.

IMPORTANT: These options are only available for selection for an on premises environment, and Content Matrix is able to write data directly to the Database. However, database writing methods are not supported by Microsoft, and if used, will impact your Microsoft warranty. Please contact Quest Support for guidance

To configure Association Content Preservation options:

1.Check the Preserve current workflow instance data box.

When this option is selected a warning message about the Database write method will be displayed.  Click [OK] to continue.

2.Use the information in the following table to determine the appropriate option to select.

3.If you want to migrate any previous versions of a workflow instance to the target, check the Include previous version instances box.

NOTE:  Content Matrix will first try to connect to an external Nintex Workflow database connection. If one exists, it will then check for any Nintex Workflow database entries corresponding to the list of SharePoint workflow instances that it has migrated. If corresponding entries exist inside the source external  Nintex Workflow database connection, then Content Matrix will try to write the data directly into the specified target external Nintex Workflow database connection. This option is only available if the database writing option is enabled. For more information on enabling Database writing, please contact Quest Support.

IMPORTANT:  Nintex workflow histories are currently always migrated from SharePoint 2010 and never migrated from SharePoint 2013 and later, regardless of whether the option Preserve Nintex Workflows instance history is checked.  This is a known issue that will be addressed in a future release.

When migrating SPD 2013 platform workflows, the SuppressEvents property must be set to False in order for workflows to be published after migration.

To modify the SuppressEvents Property:

1.Close the Content Matrix Console, if it is not already closed.

2.Navigate to ServerAdapterConfig.xml (located by default in C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\ISAPI\ML) and open it in a text editor.

NOTE:: If the ...\ML folder does not exist, manually create the folder and create a text file inside it named ServerAdapterConfig.xml.

3.In ServerAdapterConfig.xml, copy and paste the following code:

<ServerAdapterConfig>

<SuppressEvents>False</SuppressEvents>

</ServerAdapterConfig>

4.Save and close ServerAdapterConfig.xml and reopen the Content Matrix Console.

If this option is selected, then during the migration, any documents and attachments are added directly through the StoragePoint API if an endpoint profile is configured, and the end reference will be added in SharePoint. This can potentially improve migration speed when migrating data that contains a large number of documents and/or attachments.

Please review the StoragePoint Content Migration section for allowable connection types, pre-requisites, limitations, and expected outcomes.

These options are only available when Advanced Mode is enabled.

The StoragePoint options will only affect documents and attachments that are being migrated into SharePoint. Other content will not be affected.

To configure StoragePoint options:

Use the information in the table below to determine the appropriate action to take.