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Metalogix Content Matrix 9.4 - 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
How Team Sites are Migrated to Modern Team Sites How SharePoint Sites are Migrated to Modern Communication Sites How MySites are Migrated How "Share With" Metadata is Migrated to SharePoint Online Using the Import Pipeline How Records Centers are Migrated to SharePoint Online Using the Import Pipeline How Master Pages are Migrated How List Template Galleries Are Migrated How Content Types are Migrated Document Version and Checked Out File Limitations How Ghosted and Un-Ghosted Pages are Migrated How Document Sets are Migrated How Navigation is Migrated How Classic Web Parts are Migrated How Site Themes are Preserved How Site Features Are Migrated How Managed Metadata is Migrated How Users and Permissions are Migrated How BCS/BDC Data is Migrated How OneNote Notebooks are Migrated How Customized Form Pages are Migrated How InfoPath Forms are Migrated How SharePoint Workflows are Migrated How Nintex Workflows and Forms are Migrated How Metalogix StoragePoint Content is Migrated How Link Correction Works
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action Converting Classic Pages to Modern Pages After a Migration 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

How Users and Permissions are Migrated

Navigation:  How Content Matrix Handles Various SharePoint Components >

How Users and Permissions are Migrated

Metalogix Content Matrix can migrate SharePoint permissions. Permission migration is broken down into two pieces: permission levels, and user/group permissions. This section will review how to migrate permissions for users/groups.  Metalogix Content Matrix can migrate site, list and item level permissions from one SharePoint instance to another.

There are two methods of migrating permissions. The first method is to copy permissions as a part of a migration action by selecting them in the Copy Options dialog, and the second method is to copy them to a target node using the context (right-click) menu as a separate action.

When talking about permissions in SharePoint it is important to keep in mind that there are three different aspects of permissions to be considered when doing a migration. They are as follows:

·Roles - These are also known as permission levels, and are a collection of rights that can be assigned. In SharePoint, it is possible to create custom permission levels (or custom roles). Content can migrate any custom Roles.

·Securable Objects - These are basically permissions or rights that can be assigned to an object in SharePoint. Only users or groups that have the same level of permissions or higher can access the content holding these permissions. Metalogix Content Matrix can migrate permissions on securable objects at the SharePoint site, list, folder, and item levels.

·Principals - These are permission roles that are assigned to a user or group. In order for a user or group to have access to a secured object, they would need to have the same or higher permission rights as the permissions on the object. Users can also have access to a secured object if they are a part of a group that has access through its assigned permission level.

When permissions are migrated, an algorithm is used to find the best matching permission level (role) on the target, as compared to the source. For example, if a permissions level exists on a source SharePoint environment, and permissions are migrated to the target, Metalogix Content Matrix will look on the target for the closest matching role. Whatever the closest permission level is (by included permissions) will be the permission level that is used on the target. In the case that permission levels (roles) are also migrated, these migrated permission levels will be used, because these created roles will have the closest matching permissions when compared to the existing permissions on the target. If permission levels are not copied, the closest matching permission level will be used instead.

NOTE : Whenever Metalogix Content Matrix copies content, it will migrate the user groups that are associated with the migrating content, provided they have not already been copied to the target server.

Limitation when Migrating Modified Permissions Levels

Navigation:  How Content Matrix Handles Various SharePoint Components > How Users and Permissions are Migrated >

Limitation when Migrating Modified Permissions Levels

If you modify a built-in permissions level on the source and you are migrating permissions to a subsite using a CSOM connection on the target, these modifications will not be reflected on the target site and the following message will be logged:

You cannot customize permission levels in a web site with inherited permission levels.

This issue will not occur:

·using  a local or remote Object Model (OM) target connection.


·when the target is a site collection, regardless of the connection type.

Migrating Access Request Settings

Access Request Settings is an option within a site's permissions that allows SharePoint to specify a specific user's (usually the site administrator's) email and/or contact information. This happens when another user is requesting authorization to access that site, and is done through a link on the site in question. When enabling this checkbox, you should take into account the following considerations:


Connection icon

The only supported target environment for this setting is SharePoint on premises 2013 or later, and the only supported for an Object Model (OM) connection (through either a Local or Remote Metalogix Extensions Web Service (MEWS) connection). CSOM connections are not supported.

·This setting is only supported when performing the following actions: Paste Site Collection, Paste Site as Subsite, and Paste Site Content > All Site Content. This option is not supported for any other migration actions.

·Allow access requests must be enabled in the Access Requests Settings options on the target.

·In order to manage email triggers, the following flags have been added to the product's ApplicationSettings.xml file: EnableAccessRequestItemsNotifications (set to 'False' by default) and NotificationEmailAddress (set to 'CM@CM.CM' by default). The following table describes what flag values to set to achieve the desired outcome:

Desired Outcome

EnableAccessRequestItemsNotifications setting

NotificationEmailAddress setting

An email is to be sent to the user whose email is specified in the Access Request Settings options on the target.


Any valid or invalid email address.

An email is to be sent to a different email address than the one specified in the Access Request Settings options on the target.


The email address of the intended recipient.

No notification emails are to be sent.


Any invalid email address (CM@CM.CM by default).

How BCS/BDC Data is Migrated

Navigation:  How Content Matrix Handles Various SharePoint Components >

How BCS/BDC Data is Migrated

Metalogix Content Matrix can migrate content that is using Business Data Catalog (BDC) data or Business Connectivity Services (BCS) data. Both BDC and BCS data are connections to Line-Of-Business (LOB) content that is external to SharePoint. Metalogix Content Matrix does not migrate this external data itself, but migrates the references to it that exist within SharePoint.

BDC data connections are used in SharePoint 2007 (only in MOSS, WSS 3.0 does not support BDC) and are generally read only connections. BCS data connections are used in SharePoint 2010 and later and are generally read/write connections. For a more basic description of what BDC and BCS are, please see the following  MSDN articles:

For SharePoint 2010

For SharePoint 2013 and later

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