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Content Matrix 9.10 - SharePoint Edition

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 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 object is associated with property AssociatedMemberGroup.' Migration Error: 'ERROR, the batch will be resubmitted to 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

Configuring Proxy Settings

In most cases Content Matrix can automatically connect to SharePoint and authenticate license keys, through an environment's proxy setting, However, in some cases the proxy may need to be configured within Content Matrix. In these cases users can specify the proxy settings though the connecting dialog.

There are two basic places where this proxy setting can be configured. The first of these is when activating a license key, and the second when connecting to SharePoint. The  dialogs for these options look slightly different, and the when you are using a proxy to connect to SharePoint, you have the additional option to Import Proxy from Internet Explorer.

Proxy Options Blank

To configure proxy settings:

1.In the Proxy server dialog, check the Enable proxy box.

2.Use the information in the following table to determine the appropriate action to take.

If ...

Then ...

you want to manually enter proxy information

A.Select Enter Manually.

B.Enter the Server name (or IP) and Port for the proxy.

C.Specify the credentials to be used when connecting to the target server.

The Windows authenticated credentials of the current user will be selected by default. You can specify alternate SharePoint credentials by clicking the Different user radio button, and entering an alternate username and password.

Proxy Options Manual

Internet Explorer has been configured to use a proxy server via a proxy auto-configuration (.PAC) file and you want  to connect to SharePoint using this method

select Import Proxy from Internet Explorer.

Proxy Import from IE

NOTE:  This option is currently available only when connecting to SharePoint.

Refer to the Microsoft article Auto proxy configuration settings for Internet Explorer for more information.

3.If you accessed the dialog from the License Activation dialog, click [Set].

Restricting Available Actions and Suppressing Events

Content Matrix provides you with the ability to control what actions are available to the client application through configuring on the SharePoint server. Product behaviors can be restricted along three dimensions:

·Available actions

·Unrestricted users

·Suppressed events

Configuring the behavior of the Content Matrix client from target SharePoint servers requires that an XML configuration file be added to the target SharePoint server web application directory. The XML file must be named ServerAdapterConfig.xml and placed in the ML folder directory located within the SharePoint hive (this is the same directory where the Metalogix SharePoint Extensions Web Service files are). Below is an example of the typical directory location of the ML folder for SharePoint 2016 and 2019:

\\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\ISAPI\ML

ServerAdapterConfig.xml File Format

Below is an example of the simple XML format required for ServerAdapterConfig.xml.

   <ServerAdapterConfig>

     <DisabledActions>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteAction</Action>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction</Action>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteLists</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.CopyRoleAssignmentsAction</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.PasteFolderAction</Action>

     </DisabledActions>

     <ExemptUsers>

       <User>METALOGIX\geordie</User>

       <User>METALOGIX\julien</User>

     </ExemptUsers>

     <SuppressEvents>False</SuppressEvents>

   </ServerAdapterConfig>

There are three main sections within the root ServerAdapterConfig section of this XML:

·DisabledActions: This section defines the set of actions that cannot be run on the client.  See Actions That Can Be Disabled on the Server Side for a complete list.

·ExemptUsers: This section defines the set of users by user name who are exempt from any DisabledActions. In other words, a user in the ExemptUsers is not subject to any restrictions imposed on Content Matrix clients by the DisableActions section.

·SuppressEvents: This section defines if any of SharePoint's event receivers are suppressed/disabled during a migration and then restarted once the action is complete. The value for this section is set to "True" by default, but can be manually configured if want event suppression to be disabled. Suppression of event receivers allows Content Matrix to avoid any potential concurrency issues when migrating (mainly with regards to workflows).

Actions That Can Be Disabled

Many of the SharePoint related actions available in the Content Matrix Console can be disabled on the server side. The table below lists the complete set of client actions that can be disabled from the server and provides the format of the action name required in the DisabledActions section of the ServerAdapaterCongifuration.xml file.

NOTE: When an action that is available via the client UI is disabled on the server, it will be visible in client menus but disabled.

Action

Configuration File Format

Change Global Navigation Settings

Metalogix.SharePoint.Actions.Administration.ChangeGlobalNavigationAction

Change Quick Launch

Metalogix.SharePoint.Actions.Administration.ChangeQuickLaunchAction

Create Folder

Metalogix.SharePoint.Actions.Administration.CreateFolderAction

Create List

Metalogix.SharePoint.Actions.Administration.CreateListAction

Create List From XML

Metalogix.SharePoint.Actions.Administration.CreateListFromXMLAction

Create Site

Metalogix.SharePoint.Actions.Administration.CreateSiteAction

Create Site Collection

Metalogix.SharePoint.Actions.Administration.CreateSiteCollection

Create Site Collection in Self-Service Mode

Metalogix.SharePoint.Actions.Administration.CreateSiteCollectionSelfServiceMode

Delete Discussion Item

Metalogix.SharePoint.Actions.Administration.DeleteDiscussionItem

Delete Item

Metalogix.SharePoint.Actions.Administration.DeleteFolder

Delete List

Metalogix.SharePoint.Actions.Administration.DeleteItem

Delete Site

Metalogix.SharePoint.Actions.Administration.DeleteList

Delete Site Collection

Metalogix.SharePoint.Actions.Administration.DeleteSite

Export Doc Items

Metalogix.SharePoint.Actions.Administration.DeleteSiteCollection

Publish Documents and Pages

Metalogix.SharePoint.Actions.Administration.PublishDocumentsandPagesAction

Update Site Collection Settings

Metalogix.SharePoint.Actions.Administration.UpdateSiteCollectionSettingsAction

Add Role Assignments

Metalogix.SharePoint.Actions.Migration.AddRoleAssignmentsAction

Copy Folder Permissions

Metalogix.SharePoint.Actions.Migration.CopyFolderPermissions

Copy Item Alerts

Metalogix.SharePoint.Actions.Migration.CopyItemAlertsAction

Copy List Alerts

Metalogix.SharePoint.Actions.Migration.CopyListAlertsAction

Copy List Permissions

Metalogix.SharePoint.Actions.Migration.CopyListPermissions

Copy List Role Assignments

Metalogix.SharePoint.Actions.Migration.CopyListRoleAssignments

Paste Web Parts

Metalogix.SharePoint.Actions.Migration.CopyWebPartsAction

Paste Master Page Gallery

Metalogix.SharePoint.Actions.Migration.CopyMasterPageGalleryAction

Paste Content Types

Metalogix.SharePoint.Actions.Migration.CopySiteContentTypesAction

Paste All Subsites

Metalogix.SharePoint.Actions.Migration.CopySubSitesAction

Copy Web Alerts

Metalogix.SharePoint.Actions.Migration.CopyWebAlertsAction

Copy Web Permissions

Metalogix.SharePoint.Actions.Migration.CopyWebPermissions

Paste Workflow Associations

Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction

Paste All List Items

Metalogix.SharePoint.Actions.Migration.PasteAllListItemsAction

Paste All List Items into Items View

Metalogix.SharePoint.Actions.Migration.PasteAllListItemsIntoItemsViewAction

Paste Audiences

Metalogix.SharePoint.Actions.Migration.PasteAudiencesAction

Paste Default Web Part Page

Metalogix.SharePoint.Actions.Migration.PasteDefaultWebPartPageAction

Paste Duplicate List

Metalogix.SharePoint.Actions.Migration.PasteDuplicateListAction

Paste Duplicate Site

Metalogix.SharePoint.Actions.Migration.PasteDuplicateSiteAction

Paste Folder

Metalogix.SharePoint.Actions.Migration.PasteFolderAction

Paste List

Metalogix.SharePoint.Actions.Migration.PasteListAction

Paste List as Folder

Metalogix.SharePoint.Actions.Migration.PasteListAsFolderAction

Paste List Email Notifications

Metalogix.SharePoint.Actions.Migration.PasteListEmailNotificationAction

Paste List Item

Metalogix.SharePoint.Actions.Migration.PasteListItemAction

Paste List Item into Items View

Metalogix.SharePoint.Actions.Migration.PasteListItemIntoItemsViewAction

Paste My Sites

Metalogix.SharePoint.Actions.Migration.PasteMySitesAction

Paste Navigation

Metalogix.SharePoint.Actions.Migration.PasteNavigationAction

Paste Roles

Metalogix.SharePoint.Actions.Migration.PasteRolesAction

Paste Site

Metalogix.SharePoint.Actions.Migration.PasteSiteAction

Paste Site Collection

Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction

Paste Site Content

Metalogix.SharePoint.Actions.Migration.PasteSiteContentAction

Paste Site Lists

Metalogix.SharePoint.Actions.Migration.PasteSiteLists

Remove Role Assignments

Metalogix.SharePoint.Actions.Migration.RemoveRoleAssignmentAction

Event Suppression

Metalogix.SharePoint.Actions.Migration.SuppressEvents

Note that many of the above listed actions are used by other actions. When a given action is enabled, but one or more of its sub-action is disabled, the sub-actions will not run. When a user attempts to run an action for which sub-actions are disabled, they will be notified with a dialog similar to the following:

CONTEN~1_img237

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