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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

Grouping Filter Expressions

Navigation:  Configuring Copying Options > Filter Options >

Grouping Filter Expressions

You can group two or more filter expressions that you want Metalogix Content Matrix to process as a unit. Only  filters that are adjacent to each other can be grouped. For example, if you have six filters (numbered 1 to 6), you can group, numbers 1 and 2, or 4 and 5, or even 2, 3, 4, and 5. But you would not be able to group 1 and 3, 2 and 5, or 2, 4, and 6. In the case trying to make a grouping of 3,4, and 6, you would be able to group 3 and 4, but you would not be able to add 6 to that group, unless 5 was also included. Multiple groups can also be grouped together into a single group, provided they are adjacent each other.

EXAMPLE:

In the below image there are six filters added at the Lists and Libraries level, and these contain three groupings. There are two sub-groupings that are grouped together into a third, larger one.

CONTEN~1_img114

If you were to read through the filters they would be applied as follows: First a Created filter would be applied for the specified date. Next another filter would be applied to that content on the Modified date for a separate date value. Next the end result of the third, large group would be applied. To determine what the result of this is, you need to take a closer look at the smaller groups.

This first of the smaller groups starts by applying a filter to the Title where the "Project" value is contained within the title. The second line in this first group then applies an Or condition based on a Name value. So the result of this group would be any file that contains "Project" in the Title value, Or and file that's actual Name starts with "Migration."

Then we look at the second sub-group. Here the first filter condition starts with Or, meaning that the whole group is part of an Or statement. This second sub-groups states that the files must have a Status value that equals "Active," as well as the CreatedBy user must not be "Metalogix\JohnS."

All together the results of the filters would be any files that have:

§A Created date greater than, or equal to the specified date.

§A Modified date greater than, or equal to the specified date.

§A Title value that contains the "Project" value in it Or a Name value that starts with "Migration."

§Or a Status value of "Active" And a CreatedBy value that is not "Metalogix\JohnS."

To group filter expressions:

1.In the Filter [Object] dialog, highlight the rows you want to group together.  

2.Either:

§Click [Group Filters].

OR

§Right-click and choose Group Filters.

To remove a filter grouping:

1.In the Filter [Object] dialog, highlight the rows within the grouping you want to remove.

2.Either:

§Click [Remove Grouping].

OR

§Right-click and choose Remove Group.

Applying Site Columns or List Columns Filters

Navigation:  Configuring Copying Options > Filter Options >

Applying Site Columns or List Columns Filters

By default, all source columns are included in a migration.  You can use this filter option to select specific columns that you want to exclude.  Excluded columns and their data will not be migrated to the target, but the rest of their data will still be migrated.

NOTE:  The name of this feature depends on the level of the migration.  For site collection or site-level migrations the option is called Apply filter on Site Columns. If the migration is at the list level or below, the option is called Apply filter on List Columns.

To apply Site or List Column filters:

1.Click the […] button to the right of the Apply filter on Site (or List) Columns option to display the Filter [Object] dialog.

CONTEN~1_img115

2.From the Columns to Copy section, highlight the columns from the source that you want to exclude.

NOTE:  By default, columns show the Display Names, but you can, alternatively, choose to show Internal Names (by clicking [Show Internal Names]).

3.Click the right-facing arrow to move columns to the Columns to Exclude section.

NOTE:  If you want to return columns to the Columns to Copy section, click the left-facing arrow.

4.When you have finished selecting columns to exclude, click [OK].

Workflow Options

Navigation:  Configuring Copying Options >

Workflow Options

Before migrating workflows, it is strongly recommended that you review the How SharePoint Workflows are Migrated and How Nintex Workflows and Forms are Migrated 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.

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.

Workflow options

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.

If you want to migrate …

Then ….

site and site-collection level workflow data

check the Web scope – Preserve migrating site level workflow data box.

site and site-collection level workflow associations

check the applicable Web scope box(es):

·For SharePoint out of the box workflows: Preserve out of the box web workflow associations

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

NOTE:  It is possible for SPD workflow associations (at the Site level) to be migrated if a CSOM or Tenant connection type is used for the target connection. When the CSOM connection type is used for the target connection, this option will be renamed to Preserve workflow associations for SharePoint Designer Workflow, and workflow instances will not be migrated.  

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 Metalogix 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 .

Association Content Preservation When Connected to a Database

Navigation:  Configuring Copying Options > Workflow Options >

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 Metalogix 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.

If you want to ...

Select ...

preserve instance data that is still active within the workflows

Preserve historical state (running workflows cannot be continued).

NOTE:  Any workflow instances in the "Running or "In Progress" state cannot be continued after migration.  Rather, the preservation of "state" is only for historical purposes.

cancel the status of any workflow instance that is currently running

Cancel running workflows during migration.

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

NOTE:  Metalogix 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 Metalogix 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.

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