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Content Matrix 9.10 - SharePoint Edition

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 Link Correction StoragePoint Content Migration
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 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 object is associated with property AssociatedMemberGroup.' Migration Error: 'ERROR, the batch will be resubmitted to 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
About Us

URL Mappings

Content Matrix can set explicit mappings for URLs which can be used with link correction.  While link correction only applies to the content that exists within the scope of the migration, URL mapping can help by-pass this issue for any mappings that are specifically set.

For example, if there is a link within some content that is being migrated, and this link points to a URL location that is outside of the migrating content, a URL mapping can be set up for it. Then after migration, this link will point to the URL that the mapping was set up for, despite the target URL being outside the scope of the migrating content. If there are any other links to content that exists under the location that the URL is mapped to, the links to that sub-content will be corrected as well. For example, if a URL mapping is set to a document library in a location that is outside the scope of the current migration, the URL mapping will correct the links that point to this document library. In addition, any links within the migrating content that are pointing to any folders or documents within the document library will also be corrected. Links that point to that document library's site, or other lists in the same site, will not be corrected.

The URL mapping behavior may change if the URLs being mapped exist within the scope of the migration. In this case the link correction within Content Matrix will likely override the URL mapping, if the source link has a mapping created for it through the normal link correction process.

You have the option of using the Sites, Lists, and Folders renamed on target option. This option allows you to specify any sites, lists, or folders that may have been renamed during migration. This is only used for link correction purposes, and will not actually rename any sites, lists, or folders

For example, if a site was renamed during migration, this renaming would be entered here so that the link correction would be able to correctly identify the site and correct all the necessary navigation links for it, during the navigation copy.

You can add as many additional mappings as desired. You can also map a single source URL to multiple target URLs.

URL mappings can also be imported using the Import mappings from XML option.

To map URLs:

1.In the Specify Global Mappings dialog select the URL Mappings tab.

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2.In the Source Address column enter the URL for the source location.

This must be a full URL, and cannot be a relative URL. For example, "http://OldServer/Sales/FactsAndFigures" would be a valid URL value, while "./Sales/FactsAndFigures" or "www.OldServer/Sales/FactsAndFigures" would both be considered relative or invalid URL values.

3.Enter a value in the Target Address column.

This is the same relative address as the Source Address, but using the location of the target side URL.

NOTE: Content Matrix will check to see if any entered values in the URL mappings window are valid. This check will ignore any letter case differences or encoding (meaning that "encoding space" and "encoding%20space" are viewed as the same). It should also be noted that spaces in the hostname of the URL are not considered valid. This check applies to both the Source Address and Target Address columns.

4.Click [OK] to return to the Specify Global Mappings dialog.

GUID Mappings

While this feature is not required in most migration cases, there are some scenarios that may require GUID mapping for successful migration of SharePoint objects, like classic web parts.  GUID Mapping will replace the specified GUID from the source with a different GUID on the target SharePoint environment.

Content Matrix will check the GUIDs to see if any entered values in the GUID mappings window are valid. This check will ignore any letter case differences or brackets ("{}").A   warning message will be given for any entered GUID values that are not valid.

NOTE:  One source GUID can be mapped to a single target GUID, or multiple source GUIDs can be mapped to a single target GUID.

GUID mappings can also be imported using the Import mappings from XML option.

NOTE:  If you are using GUIDS Mappings to migrate Managed Metadata, it is recommended that you first Migrate Term Stores to the target.

To create GUID Mappings:

1.From the Specify Global Mappings dialog, select the GUID Mapping tab.

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2.For each GUID you want to map:

a)In the Source GUID column enter a valid GUID from the source location.

b)In the Target GUID column, enter the replacement value for the target side.

3.When you have finished mapping GUIDs, click [OK].

When running a migration, if the migration action itself creates a mapping for a GUID value that is already mapped (though the GUID Mappings tab), the mapping from the migration will be used instead of the manually set mapping.

Importing Mappings from an xml File

Content Matrix can import any desired user mappings from an XML file. Importing user mappings from an XML file involves creating an XML file with the desired mappings, then importing that file. This option is generally used if migrating from an environment that has a large number of users/groups.

A single XML file can include: User mappings, Domain mappings, URL mappings, and GUID mappings. However, each type of mapping must have its own child node. The format for these child nodes is:

·User Mapping - <Mapping Source="Domain\User1" Target="Domain\User2" />

·Domain Mapping - <DomainMapping Source="Domain1" Target="Domain2" />

·URL Mapping - <URLMapping Source="URL1" Target="URL2" />

·GUID Mapping - <GuidMapping Source="GUID1" Target="GUID2" />

NOTE: If you want to migrate an AD group to a Microsoft 365 group that does not already exist on the target site, then you must use the Import mappings from XML option to map the source AD group SID to the target Microsoft 365 group ID.

To Import Mappings from an XML file:

1.Create a file, with any name, that contains any desired user or permissions mappings.

The file must be an XML file, and must contain a root level node named Mappings, and have one child node for every mapping that you want imported. Each child node must contain two attributes: Source and Target.

EXAMPLE:  

In the case of a mapping, The Source is the Login Name of the source side user, and the Target attribute is the Login Name of the target user that is being mapped to.  

Note that if you are mapping AD groups, you must use the group's SID in the mapping:

<Mappings>
<Mapping Source="Metalogix\User1" Target="Metalogix\User87" />
<Mapping Source="Metalogix\User2" Target="Metalogix\User254" />
<Mapping Source="[SID]" Target="[SID]" />

</Mappings>

 

IMPORTANT:  If you want to map an AD group to a Microsoft 365 group you must also add [IsDomainGroup = "True"]to the last line of the xml, as shown below.  Otherwise, the error User Not Found. Error: The remote server returned an error: (404) Not Found will be generated.
 
<Mapping Source="[SID]" Target="[M365 Group ID]" IsDomainGroup = "True" />

2.From the Specify Global Mappings dialog, click [Import mappings from XML] to open the Select xml file to import dialog.

3.Browse to and select the xml file you want to import, then click [Open].

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The mappings will be sorted and appear in the appropriate tabs of the Specify Global Mappings dialog.

Filter Options

In Content Matrix, filters can be set and applied to items within the scope of a migration. Content Matrix uses inclusive filters, and these can be added and applied to any level of a migration. Any filters that are set in a migration will be applied to all items within the scope of the migration. Multiple filters can be applied to each level of a migration.

Filter Options

To configure Filter Options:

1.Select the appropriate filter option(s). Use the information in the following table for guidance.

NOTE:  In some cases, when you check one of the filter options users may be prompted with a warning "Information" message regarding workflows. If no workflows are being migrated, click [OK] to continue. If workflows are being migrated, please read the message over and be cautious when setting any filters that they are not part of any migrating workflow.

If …

Select …

·you initiated a site collection- or site-level migration

AND

·you want filters to be applied to child sites within the scope of your migration

Apply filter on Child Sites.

·you initiated a site collection- or site-level migration

AND

·you want filters to be applied to lists and libraries within the scope of your migration

Apply filter on Lists and Libraries.

you want filters to apply to items or documents within the scope of the migration

Apply filter on Items and Documents.

·you initiated a site collection or site-level migration

AND

·you want to exclude selected site columns from the migration

Apply filter on Site Columns.

·you initiated a list-level migration

AND

·you want to exclude selected list columns from the migration

Apply filter on List Columns.

·you initiated a site collection- or site-level migration

AND

·you selected the Copy Other Root Files/Folders option in the Site Options tab

AND

·you want filters to apply to custom folders that exist at the root of a SharePoint site the scope of your migration

Apply filters on Other Root Folders.

2.Follow the procedure for Applying Filter Expressions.

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