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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

Migrating a SharePoint Site

Navigation:  Initiating a Migration >

Migrating a SharePoint Site

To initiate a site-level migration:

1.In Explorer View, select the site that you want to copy.

2.Right-click, and choose Copy Site.

3.Select  target node.

4.Right-click and choose Paste Site as Subsite.

Continue with Configuring Copying Options.

Migrating a SharePoint List

Navigation:  Initiating a Migration >

Migrating a SharePoint List

To initiate a list-level migration:

1.In Explorer View, navigate to the list that you want to copy.

2.Select the target site, list, or document set into which you want to copy the source list.

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

If you are migrating the list to …

Then …

a site on the target

right-click and choose Paste as List.

another list on the target

Right-click and choose the appropriate option:

·Paste List as Folder - This will paste the source list into the target list as a folder. All the items from the source list will be copied inside this folder.

·Paste Special > Paste all list items - This will paste all the items from the source list into the target list.

a document set on the target

right-click and choose Paste List.

4.Continue with Configuring Copying Options.

Migrating a Duplicate List

Navigation:  Initiating a Migration >

Migrating a Duplicate List

The Paste Duplicate List option allows you to migrate a list that already exists on the target site, by giving it a new name (and allowing you to configure different copying options).

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

Library Type/Connection Type Limitations

The Paste Duplicate List option is not available for the Library/Connection Type combinations listed in the following table.

The following library types ...

Are not supported for the following connection types ...

Pages Library

·local object model (OM)

·Client-side object model (CSOM) for both SharePoint on premises and SPO.

Other System Libraries (such as Style Libraries and Images)

·local object model (OM)

·Client-side object model (CSOM) for SPO only.

To paste a duplicate list:

1.In Explorer View, select the list that you want to duplicate to the target site.

2.Right-click and choose Copy List.

3.Select the site to which you want to paste the list.

4.Right-click and choose Paste Duplicate List.

5.In the Rename Settings dialog, enter a new List Name and (optionally) List Title.

Duplicate List Rename Settings

6.Click [OK].

The Configure List Copying Options dialog displays.

7.Continue with Configuring Copying Options.

Migrating One or More SharePoint Items

Navigation:  Initiating a Migration >

Migrating One or More SharePoint Items

To initiate a SharePoint item-level migration:

1.In the Explorer View, navigate to the list that contains the item(s) you want to copy.

2.Switch to the Items View.

3.Select the items that you want to migrate (items can be multi-selected by holding the Ctrl button and clicking on another item).

4.Right-click and choose Copy Selected Item(s).

5.Select the target list or folder.

6. Right-click and choose Paste Selected Items (or Paste Item Objects).

Continue with Configuring Copying Options.

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