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Content Matrix 9.5 - 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
Team Site to Modern Team Site Migration SharePoint Sites to Modern Communication Site Migration 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 StoragePoint Content Migration Link Correction
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 About Us

Copying Permissions as a Separate Action

Metalogix Content Matrix can copy permissions using the context (right-click) menu. Copying permissions using this method is different from copying them as part of a full migration in that th this method will only copy permissions to the selected target node.  

NOTE:  You would not use this method for pasting permissions if you wanted to paste permissions recursively in a selected node.

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

EXAMPLE 1:

If you want to copy the site level permissions for a source site, and paste them to a target site without copying any of the list, folder, or item level permissions for that site, this is the method use.

EXAMPLE 2:

If you want to paste permissions for a specific list or item, you can select the target node for that list/item and paste the permissions. Then the permissions would only be migrated to the list/item permissions for the selected target node would have the permissions pasted to it, and no other permissions under the selected node would be migrated.

To copy permissions as a separate action:

1.In Explorer View, select the object whose permissions you want to copy.

2.Right-click and choose Copy [Object].

3.Select the target object to which you want to copy the permissions.

4.Right-click and choose Paste Site Objects > Permissions.

5.Complete the Configure Permissions Copying Options - Permissions Options tab as you would if you were performing a full migration.

Congiruge Permissions Options Post Migration

Copying Permissions Levels as a Separate Action

Navigation:  Copying SharePoint Objects as a Separate Action > Copying Users Groups, and Permissions as a Separate Action >

Copying Permissions Levels as a Separate Action

REMINDER:  Permission levels can only be copied at the site or site collection level.

To copy permissions levels as a separate action:

1.In the Explorer View, select the site from which you want to copy permissions levels.

2.Right-click, and choose Copy Site.

3.Select the target location, right-click and choose Paste Site Objects > Permissions.

4.If you want to Copy Permissions Levels recursively down through the site structure, check this box.

NOTE:  If you leave this box unchecked, permissions levels will be copied to the selected site only.

Copy Permissions Levels Post Migration

You can now save or run the action.

Copying Content Types as a Separate Action

Navigation:  Copying SharePoint Objects as a Separate Action >

Copying Content Types as a Separate Action

NOTE:  This option is generally only recommended if the source site has already been migrated over to the target, or if you are trying to copy content types over to a different target location.

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

To copy content types as a separate action:

1.In Explorer View, select the site from which you want to copy content types.

2.Right-click and choose Copy Site.

3.Select the target location.

4. Right-click and choose Paste Site Objects > Content Types.

5.If you want to copy the content types to any child sites below the selected node, check the Copy Content Types Recursively box.

NOTE:  If you leave this box unchecked, content types will be copied to the selected site only.

6.Select the Content Types on the source site that you want to copy and move them to the Content Types to copy pane.

Configure Content Type Copying Options

NOTE: Content types from the parent site structure will be copied in case there is any inheritance that needs to be preserved.

You can now save or run the action.

Copying Classic Web Parts as a Separate Action

Navigation:  Copying SharePoint Objects as a Separate Action >

Copying Classic Web Parts as a Separate Action

NOTE:  This option is generally only recommended if the source site has already been migrated over to the target, or if you are trying to copy content types over to a different target location

To copy classic web parts as a separate action:

1.In Explorer View, select site whose web parts you want to copy.

2.Right-click, and choose Copy Site.

3.Select the target site to which you want to copy the web parts.

4.Right-click and choose Paste Site Objects > Web Parts.

5.Complete the Configure Default Web Part Page Copying Options dialog - Classic Web Parts tab as you would if you were performing a full migration.

You can now save or run the action.

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