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Content Matrix 9.7 - SharePoint Edition User Guide

Table of Contents

Supported Source and Target SharePoint Versions Key Features Product Announcements Splash Screen Automatic Updates

Activating the License Key

Online Activation Offline Activation Checking the Content Matrix Console License

Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface

Main (Ribbon) Toolbar Quick Access Toolbar Explorer Control View Tabs

Explorer View Tab Items View Tab Browser View Tab

Jobs List Using Multi-Select

Enabling Advanced Mode Multilingual Support Connecting to SharePoint

Connection Type Functional Comparison Connecting to SharePoint On Premises

Connecting to a SharePoint Database

Setting the Template Path for a Database Connection (When Using Link Correction)

Connecting to a SharePoint On Premises Site or Server

Connecting and Migrating Account Requirements Overriding the Version of the Metalogix Extensions Web Service (MEWS) When Making a SharePoint Connection

Connecting to SharePoint Online

Using Office 365 OAuth Authentication to Connect to SharePoint Online

Registering the Metalogix Content Matrix SharePoint Client Application for OAuth Authentication Completing a Connection to SharePoint Online Using Office 365 OAuth Authentication Migration Limitations When Using Office 365 OAuth with MFA Authentication

Migrating to SharePoint Online Using the Import Pipeline

Objects and Actions Supported Using the Import Pipeline

How Content Matrix Handles Objects Not Supported for Migrations Using the Import Pipeline

How Content Matrix Determines Import Pipeline Migration Batch Sizes Excluding Individual Items from a Migration Usng the Import Pipeline Migrating individual Lists/Libraries Created from Third Party Custom List Templates Using the Import Pipeline

Connecting with Certificates

Removing Certificates

Connecting to SharePoint Using PowerShell

Preparing for a Migration

Using the Search Function

Working with Search Results

Previewing Documents Creating a SharePoint Object

Creating a SharePoint Site Collection Creating a SharePoint Site Create a SharePoint List Create SharePoint Folder

Deleting SharePoint Objects Comparing SharePoint Objects

Working with SharePoint Object Comparison Results

Checking Links Viewing StoragePoint Details

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

Association of Promoted Site Collections to a Hub Site

MySite Migration

Migrating MySites to a Target that Uses OneDrive Required Permissions for Migrating MySites Migrating User Profiles with MySites

"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

Converting Un-Ghosted Pages into Ghosted Pages in a Migration

Document Set Migration Navigation Migration Classic Web Parts Migration

Using the Import Pipeline to Migrate Classic Web Parts

Site Theme Preservation Site Feature Migration Managed Metadata Migration

Copying Managed Metadata Before Migrating Content

Users and Permissions Migration

Limitation when Migrating Modified Permissions Levels Migrating Access Request Settings

BCS/BDC Data Migration

Prerequisites for Migrating BCS and BDC Data Types of BDC and BCS Data

OneNote Notebooks Migration Customized Form Pages Migration InfoPath Forms Migration SharePoint Workflow Migration

Pre-Workflow Migration Considerations Workflow Migration Requirements and Limitations

Nintex Workflows and Forms Migration

Additional Considerations for Nintex Workflows

Adding External Connections When Migrating Nintex Workflows Migrating Nintex Workflows to an On Premises Target Migrating Nintex Workflows to SPO

Deploying Nintex Apps to SharePoint Online

Additional Considerations for Nintex Forms

StoragePoint Content Migration Link Correction

Initiating a Migration

Migrating as a Site Collection Migrating MySites Migrating a SharePoint Site Migrating a SharePoint List Migrating a Duplicate List Migrating One or More SharePoint Items

Configuring Copying Options

Migration Mode Site Collection Options MySite Options Site Options List Content Options

Applying Content Types to Lists and Libraries

Mapping Items to Content Types

Applying New Document Sets to Libraries, Folders, and Documents

Managed Metadata Options

Importing Managed Metadata Taxonomy Mappings

Classic Web Parts Options Permissions Options

Configuring Permissions Options

Mapping Roles

Mapping Options

Mapping Columns Global Mappings

Explicit User Mappings Auto User Mapping Generating, Configuring, and Importing User Mappings with the UserMappingCLI Utility

Domain Mappings URL Mappings GUID Mappings

Importing Mappings from an xml File

Applying Filter Expressions Grouping Filter Expressions Applying Site Columns or List Columns Filters

Workflow Options

Association Content Preservation When Connected to a Database Modifying the SuppressEvents Property

StoragePoint Options General Options

Enabling Link Correction

Transformation Options

Transforming a Site or List Column into a Managed Metadata Columns

Additional Considerations for Site Column Transformations Transforming List Columns into Managed Metadata Fields

Using PowerShell to Create Custom Transformations

Saving or Running a Migration Job

Connecting to a Full SQL Job Database Saving a Job Configuration as a Template

Applying a Job Template Managing Job Templates Importing and Exporting Job Templates

Exporting a Job Template Importing a Job Template

Importing and Exporting Migration Jobs Using Xml Files

Importing Jobs from Xml Using PowerShell

Refreshing the Jobs List Submitting a Distributed Migration Job

Distributed Migration Job Limitations Procedure for Submitting a Distributed Migration Job Managing the Distributed Migration Job Queue Deleting a Distributed Migration Job

Creating and Running a PowerShell Script from the Jobs List

Running a PowerShell Script Scheduling a PowerShell Script to Run as a Windows Scheduled Task

Triggering a Job in the Content Matrix Console to Run Using PowerShell Job Log Files

Log Item Details Copying Job Logging to Other Applications Creating a Support Zip File for a Migration Job Enabling Trace Logging

Exporting Jobs to an Excel File

Information in Exported Excel Files

Monitoring and Managing SPO Migration Jobs that Use the Import Pipeline

Copying SharePoint Objects as a Separate Action

Copying Alerts as a Post-Migration Task Copying Audiences as a Post-Migration Task Copying SharePoint's E-mail Notification Settings as a Post-Migration Task Copying List Views as a Post-Migration Task Copying Users Groups, and Permissions as a Separate Action

Copying Users as a Separate Action Copying SharePoint Groups as a Separate Action Copying Permissions as a Separate Action Copying Permissions Levels as a Separate Action

Copying Content Types as a Separate Action Copying Classic Web Parts as a Separate Action Configuring Global Mappings as a Separate Action Updating Site Collection Settings After a Migration Changing Navigation Settings After a Migration

Changing Global Navigation Settings After a Migration Changing Quick Launch Settings After a Migration

Converting Classic Pages to Modern Pages After a Migration Connecting a Top-level SharePoint Online Site Collection to a New Microsoft 365 Group

Configuring Hub Sites

Configuring Hub Sites from the Content Matrix Console Configuring Hub Sites Using PowerShell

Incremental Migration

Creating an Incremental Migration from an Existing Job

Using PowerShell with Content Matrix

Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List

Metalogix.System.Commands

Set-ApplicationDataPath Set-CommonDataPath Get-MetalogixConfigurationVariable New-Filter Join-Filter Invoke-Filter Load-MetalogixConfigurationVariableSettings New-MetalogixSerializableObject New-MetalogixSerializableObjectCollection Set-MetalogixConfigurationVariable Set-MetalogixDefaultResolverSetting

Metalogix.SharePoint.Commands

Add-MLSharePointSiteCollection Add-Permissions Add-SharePointFolder Add-SharePointList Add-SharePointSite Clear-GlobalMappings Compare-MLSharePointFolder Compare-MLSharePointList Compare-MLSharePointSite Get-MLSharePointDatabase Get-MLSharePointFolder Get-MLSharePointFolderFromDatabase Get-MLSharePointItembyFileName Get-MLSharePointItembyID Get-MLSharePointItemFromDatabase Get-MLSharePointList Get-MLSharePointListFromDatabase Get-MLSharePointServer Get-MLSharePointSite Get-MLSharePointSiteFromDatabase Get-MLSharePointTenant Get-SharePointDatabase Get-SharePointFolder Get-SharePointFolderFromDatabase Get-SharePointItembyFileName Get-SharePointItembyID Get-SharePointItemFromDatabase Get-SharePointList Get-SharePointListFromDatabase Get-SharePointServer Get-SharePointSite Get-SharePointSiteFromDatabase Refresh-SharePointNode Remove-MLSharePointFolder Remove-MLSharePointItem Remove-MLSharePointList Remove-MLSharePointSite Remove-MLSharePointSiteCollection Remove-Permissions Remove-SharePointFolder Remove-SharePointItem Remove-SharePointList Remove-SharePointSite Remove-SharePointSiteCollection Search-SharePointSite Update-SharePointSiteCollectionSettings Global User Mapping Cmdlets

Metalogix.Jobs.Reporting.Commands

Export-JobHistory

Metalogix.SharePoint.Migration.Commands

Copy-AllListItems Copy-AllSharePointSiteContent Copy-ChildListPermissions Copy-MLAllListItems Copy-MLAllSharePointSiteContent Copy-MLChildListPermissions Copy-MLSharePointAllChildLists Copy-MLSharePointAllSubsites Copy-MLSharePointAudiences Copy-MLSharePointContentTypes Copy-MLSharePointFolder Copy-MLSharePointFolderPermissions Copy-MLSharePointGroups Copy-MLSharePointItem Copy-MLSharePointItemAlerts Copy-MLSharePointList Copy-MLSharePointListAlerts Copy-MLSharePointListAsFolder Copy-MLSharePointListPermissions Copy-MLSharePointListTemplateGallery Copy-MLSharePointListViews Copy-MLSharePointMasterPageGallery Copy-MLSharePointMySites Copy-MLSharePointNavigation Copy-MLSharePointPermissionLevels Copy-MLSharePointPermissions Copy-MLSharePointSite Copy-MLSharePointSiteAlerts Copy-MLSharePointSiteCollection Copy-MLSharePointSiteCollectionWithConfigFile Copy-MLSharePointSiteWithConfigFile Copy-MLSharePointUsers Copy-MLSharePointWebParts Copy-MLSharePointWebPermissions Copy-SharePointFolder Copy-SharePointItem Copy-SharePointList Copy-SharePointListViews Copy-SharePointListSite Copy-SharePointSiteCollection Copy-SharePointSiteCollectionWithConfigFile Copy-SharePointSiteWithConfigFile

Modifying Content Matrix Configuration and Settings

Using Encrypted SQL Database Connections Configuring Proxy Settings Restricting Available Actions and Suppressing Events

ServerAdapterConfig.xml File Format Actions That Can Be Disabled

Configuration Variable Files Client Side Configuration

Changing the Managed Metadata Migration Batch Size Configuration Settings for Migrations Using the Import Pipeline

Changing Resource Utilization Settings

Configuring Content Matrix for Distributed Migration

Distributed Migration System Requirements Configuring Agents for Distributed Migration

Configuring Agents by Entering Arguments Manually

Managing Agents Generating an Agent Support Zip File Uninstalling an Agent

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

Contacting Quest Technical Support Resources

Reconfiguring Distributed Migration

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Reconfiguring Agents for Distributed Migration

·Before reconfiguring agents, cancel or wait for all active Distributed Migration jobs (that is, jobs that have been set to Run Remotely) to complete.

·For each agent, follow the procedure for Configuring Agents for Distributed Migration.

NOTE: It is recommended that you use the former Controller machine as the first agent to ensure that the proper settings are copied to the Distributed Database.

You can check the Manage Agents dialog and run a remote job to verify that Distributed Migration has been successfully reconfigured.

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