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Content Matrix 9.9 - 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 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 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
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Migrating a Duplicate List

Navigation:  Initiating a Migration >

Migrating a Duplicate List

The Paste Duplicate List option allows you to migrate a list that already exists on the target site, by giving it a new name (and allowing you to configure different copying options).

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

Library Type Limitations

The migration of Page Libraries and other System Libraries (such as Style Libraries and Images) are not supported for a local object model (OM) connection or a SharePoint Online target.

To paste a duplicate list:

1.In Explorer View, select the list that you want to duplicate to the target site.

2.Right-click and choose Copy List.

3.Select the site to which you want to paste the list.

4.Right-click and choose Paste Duplicate List.

5.In the Rename Settings dialog, enter a new List Name and (optionally) List Title.

Duplicate List Rename Settings

6.Click [OK].

The Configure List Copying Options dialog displays.

7.Continue with Configuring Copying Options.

Migrating One or More SharePoint Items

Navigation:  Initiating a Migration >

Migrating One or More SharePoint Items

To initiate a SharePoint item-level migration:

1.In the Explorer View, navigate to the list that contains the item(s) you want to copy.

2.Switch to the Items View.

3.Select the items that you want to migrate (items can be multi-selected by holding the Ctrl button and clicking on another item).

4.Right-click and choose Copy Selected Item(s).

5.Select the target list or folder.

6. Right-click and choose Paste Selected Items (or Paste Item Objects).

Continue with Configuring Copying Options.

Configuring Copying Options

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Configuring Copying Options

The Paste [Object] dialog provides a tabbed interface that enables you to configure a migration according to your specifications.  Available tabs will vary based on the type of migration that you initiated.

Migration Mode

Navigation:  Configuring Copying Options >

Migration Mode

  Advanced Migration Mode

To configure Migration Mode:

1.Select the mode that you want to use.  Use the information in the following table for guidance.

If …

Select …

·you are performing an initial copy or want a clean copy of the source to be migrated to the target.


·you want to overwrite any existing data on the target that matches migrated content

Full Copy.


·Comparing whether an object from the source matches an object on the target is usually performed by comparing the names of the objects. The only exception to this is that items in custom lists are matched by ID number (documents in document libraries are matched by file name).

·When this option is selected, the Preserve Item IDs option for items in lists (not libraries) is enabled. This is to ensure that the target has the exact same item IDs as the source so that the copy is a mirror of the source. This is required in order to perform incremental migrations later, since item ID values are used to match corresponding items on the source and target.

·you are performing an incremental migration


·you want to preserve (not overwrite) data on the target.

Incremental Copy.


·Only objects that do not yet exist on the target are copied.

EXCEPTION:  For lists and libraries that have versioning enabled, new versions will be copied from the source, while all versions that already exist on the target will be preserved.

·When this option is selected:

§the Preserve Item IDs option is enabled, and

§the Workflow Copy Options is disabled .(Incremental copies cannot be run on workflows.)

you want to choose which objects to preserve or overwrite on the target

Custom Copy.

2.If you selected Custom Copy as the migration mode, you can select the objects that you want to preserve, as well as individual settings that you want to update.  (By default, all options are set to Overwrite, as with a Full Copy.)

Migration Mode - Custom Copy

NOTE:  If you selected Full Copy or Incremental Copy, these options will be disabled.

If you want to …

Then …

·preserve existing sites, and

·(optionally) select specific site settings to be updated
(if newer on the source)

A.Choose Preserve Sites.

B.If you want to update individual site settings, select Update Sites  then, from the Update Existing Options dialog, select the settings you want to update (if newer on the source).  Options are:

§Update Core Metadata (such as  the "web" name, time zone settings, site descriptions, display name, etc

§Update Site Columns

§Update Content Types

§Update Site Navigation Settings

§Update Features

§Update Site Web Parts

§Update Permissions  (at the site-level)

§Update Permission Levels – If Update Permissions is selected, you can also choose to update any permissions levels  that exist on the sites

§Update Associated Group Settings - These are settings for the three basic groups that are associated with a site, the Owners, Members, and Visitors groups.


·preserve existing list settings


·(optionally) select specific list settings to update (if newer on the source)

A.Choose Preserve Lists.

B.If you want to update individual list settings, select Update Lists box then, from the Update List Options dialog, select the elements you want to update (if it is newer on the source).  Options are:

§Update Core Metadata (including list description, title, etc).

§Update Fields – (including settings for columns/fields that are within the lists, but not the values for data within those fields)

§Update Views - When selected, this  option will only update the views for lists and libraries that are within the scope of the migration. This will check to see is any views have been edited or added to the lists within the migration, and adds any new or modified views that it finds. This will not migrate any "Personal" views.

§Update Content Types at the list level

§Update Permissions  at the list level

C.Check modified dates for Lists - update the list metadata if the value on the source is greater than the value on the target.

When selected, this option will check the Modified Date for a SharePoint list, and will only update the list metadata if the value on the source is greater then the value on the target.



This option is available only if you have  already chosen to Preserve Existing Sites.

·preserve existing list item settings


·(optionally) select specific list item settings to update (if newer on the source)

A.Choose Preserve List Items.

B.If you want to update individual list item settings, select Update List Items box then, from the Update Items/Documents Options dialog, select the settings you want to update.  Options are:

§Update Core metadata  (including the Authorship fields)

§Update Permissions – When selected, this  option will only update the item level permissions, within the scope of the migration.


This option is available only if you have  already chosen to Preserve Existing Lists.

·delete any items on an premises target that have since been deleted on the source
(using  item/document ID comparison)

Select Migrate Item Deletions Only.  

(If this option is not selected―which is the behavior for all other Migration Modes―and a file has been deleted from the source, Content Matrix will not delete those files from the target.)


NOTE:  This option is available only if you chose to Preserve List Items.

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