·you are performing an initial copy or want a clean copy of the source to be migrated to the target.

AND/OR

·you want to overwrite any existing data on the target that matches migrated content

Full Copy.

NOTES:

·Comparing whether an object from the source matches an object on the target is usually performed by comparing the names of the objects. The only exception to this is that items in custom lists are matched by ID number (documents in document libraries are matched by file name).

·When this option is selected, the Preserve Item IDs option for items in lists (not libraries) is enabled. This is to ensure that the target has the exact same item IDs as the source so that the copy is a mirror of the source. This is required in order to perform incremental migrations later, since item ID values are used to match corresponding items on the source and target.

·you are performing an incremental migration

AND/OR

·you want to preserve (not overwrite) data on the target.

Incremental Copy.

NOTES:

·Only objects that do not yet exist on the target are copied.

EXCEPTION:  For lists and libraries that have versioning enabled, new versions will be copied from the source, while all versions that already exist on the target will be preserved.

·When this option is selected:

§the Preserve Item IDs option is enabled, and

§the Workflow Copy Options is disabled .(Incremental copies cannot be run on workflows.)

you want to choose which objects to preserve or overwrite on the target

Custom Copy.

·preserve existing sites, and

·(optionally) select specific site settings to be updated
(if newer on the source)

A.Choose Preserve Sites.

B.If you want to update individual site settings, select Update Sites  then, from the Update Existing Options dialog, select the settings you want to update (if newer on the source).  Options are:

§Update Core Metadata (such as  the "web" name, time zone settings, site descriptions, display name, etc

§Update Site Columns

§Update Content Types

§Update Site Navigation Settings

§Update Features

§Update Site Web Parts

§Update Permissions  (at the site-level)

§Update Permission Levels – If Update Permissions is selected, you can also choose to update any permissions levels  that exist on the sites

§Update Associated Group Settings - These are settings for the three basic groups that are associated with a site, the Owners, Members, and Visitors groups.

·preserve existing list settings

AND

·(optionally) select specific list settings to update (if newer on the source)

A.Choose Preserve Lists.

B.If you want to update individual list settings, select Update Lists box then, from the Update List Options dialog, select the elements you want to update (if it is newer on the source).  Options are:

§Update Core Metadata (including list description, title, etc).

§Update Fields – (including settings for columns/fields that are within the lists, but not the values for data within those fields)

§Update Views - When selected, this  option will only update the views for lists and libraries that are within the scope of the migration. This will check to see is any views have been edited or added to the lists within the migration, and adds any new or modified views that it finds. This will not migrate any "Personal" views.

§Update Content Types at the list level

§Update Permissions  at the list level

C.Check modified dates for Lists - update the list metadata if the value on the source is greater than the value on the target.

When selected, this option will check the Modified Date for a SharePoint list, and will only update the list metadata if the value on the source is greater then the value on the target.

This option is available only if you have  already chosen to Preserve Existing Sites.

·preserve existing list item settings

AND

·(optionally) select specific list item settings to update (if newer on the source)

A.Choose Preserve List Items.

B.If you want to update individual list item settings, select Update List Items box then, from the Update Items/Documents Options dialog, select the settings you want to update.  Options are:

§Update Core metadata  (including the Authorship fields)

§Update Permissions – When selected, this  option will only update the item level permissions, within the scope of the migration.

This option is available only if you have  already chosen to Preserve Existing Lists.

·delete any items on an premises target that have since been deleted on the source
(using  item/document ID comparison)

Select Migrate Item Deletions Only.  

(If this option is not selected―which is the behavior for all other Migration Modes―and a file has been deleted from the source, Metalogix Content Matrix will not delete those files from the target.)

NOTE:  This option is available only if you chose to Preserve List Items.

On premises

select the Web Application into which you want to migrate the site collection from the drop-down.

Office 365

For Web Application, select the appropriate URL from the drop-down:

a Host Header for your Site Collection URL

(For a SharePoint on premises target only)

·check the Host Header box, and

·enter the host name in the Site URL field.

a path-based URL for your site collection

select the appropriate managed path and enter the URL name in the Site URL field.

On premises

·If different from the default (the migrating account), enter the user account that will be the Primary Administrator for the new Site Collection.

The migrating account should be set as the Primary (or Secondary) Administrator to help ensure that the account can access the new site collection after its creation, so it can migrate the remaining content.

·(Optional) Enter a user account that will be the Secondary Administrator for the Site Collection.

NOTE:  This field does not authenticate, so any spelling mistakes will not be automatically corrected.

O365

Enter the O365 account that will be the Owner/Site Collection Administrator of the new Site Collection.

For a SharePoint Online target:

The MySite Target Web Application and MySite Target Managed Path are pre-populated.

For a SharePoint On Premises target:

1.From the MySite Target Web Application drop-down, select the Web application in the target environment into which you want to migrate the MySites.

NOTE: When selecting a web application to use for the migration be sure that the selected target web application contains the MySite host site collection (the site collection that hosts all the MySites). If it doesn't then you won't be able to link the user profile to the site collection. However, different managed paths under the same web application will link the user profiles.

2.From the MySite Target Managed Path drop-down, select the managed path (which already exists on the target server) that you want to use

In most cases you can select between /sites/ and /my/personal/ for the path, provided these exist in your environment:

§Any sites pasted with the /sites/ option will be displayed as "[Server Name]/sites/[MySite Name]."

§Any sites pasted with the /my/personal/ option will be displayed as "[Server Name]/my/personal/[MySite Name]."