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Content Matrix 9.7 - 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 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 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
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 2013 and Later 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 batch will be resubmitted" Message Displays When Using 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
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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.

Configuring Global Mappings as a Separate Action

Navigation:  Copying SharePoint Objects as a Separate Action >

Configuring Global Mappings as a Separate Action

You can configure global (user, domain, URL, an/or Guid) Mappings as part of a full migration or as a separate action.

REMINDER: Global Mappings are not migration-specific but rather apply to all environments to which Metalogix Content Matrix is connected.

To initiate global mapping configuration as a separate action:

1.From the Metalogix Content Matrix Console ribbon, select Configure Global Mappings.

Configure  Global Mappings Separate Action

2.Continue as you would if you were configuring global mappings as part of a full migration.

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