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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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Copying Users Groups, and Permissions as a Separate Action

Navigation:  Copying SharePoint Objects as a Separate Action >

Copying Users Groups, and Permissions as a Separate Action

Whenever Content Matrix runs a migration action it will always try to copy over any users and groups that are referenced in the metadata of files that are being migrated, users referenced in groups (if groups are being migrated), and users referenced in permissions (if permissions are being migrated).

Copying Users as a Separate Action

In order for users to be migrated the must exist on the target side Active Directory (AD), so that SharePoint can authenticate them. A good rule of thumb is if the user can't be manually authenticated in the target SharePoint instance, then Content Matrix will not be able to add them either.

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

To copy users as a separate action:

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

2.Right-click, and choose Copy Site.

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

Paste Users Menu Option


The Copy Users dialog displays with all of the domains and, when expanded, all of the users within those domains, that have been detected by Content Matrix for the selected site.

4.Check the users that you want to copy.  (If you check a domain, all of the users within that domain will be copied.)

Copy Users Post Migration

Content Matrix can copy users that have been deleted from AD. This option involves writing the users to the content database, and is not supported by Microsoft. For information about how to enable this feature please contact Quest Support.

Now you can save or run the action.

When the action starts, a Job log will be created. The logs can be viewed (in progress or after the action is finished) by clicking [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of completions, as well as any warnings or errors that may have been encountered (if there were any).

Copying SharePoint Groups as a Separate Action

During a part of any normal migration action, SharePoint groups will be copied automatically to the target side whenever they are referenced in the data that is being migrated. For example, if a group is referenced within some document's metadata, that group will be migrated to the target. Or if permissions are being migrated, and the groups is referenced, it will be copied.

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

Groups can also be migrated separately, however, at the site level or higher.

NOTE:  SharePoint groups are scoped at the site collection level.

To copy SharePoint groups as a separate action:

1.In the Explorer View, select the site that you want to copy groups from.

2.Right-click, and choose Copy Site.

3.Select target location to which you want to copy the groups.

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

The Configure Group Copying Options dialog displays, with a list of all available SharePoint groups from the source and when expanded, the membership of those groups.

5.Complete the Group Options tab as follows:

a)Check the groups that you want to copy to the target.  (By default, all groups and members are selected.)

Configure Group Copying Options

6.If you want to migrate groups from the source to the target and map the groups by name instead of membership check the Map groups by name box.

7.If you checked Map groups by name and you also want to overwrite any groups on the target, or will append users into existing groups check the Overwrite existing groups box.

You can now save or run the action.

Copying Permissions as a Separate Action

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.


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.


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

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