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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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Configuration Settings for Migrations Using the Import Pipeline

Navigation:  Modifying Content Matrix Configuration and Settings > Client Side Configuration >

Configuration Settings for Migrations Using the Import Pipeline

Content Matrix has various XML properties that can be modified to fine-tune or help troubleshoot your Import Pipeline migrations.  These properties can be found in the EnvironmentSettings.xml file.

NOTE:  You can also contact Quest Support for assistance in identifying and resolving issues with migrations using the Import Pipeline. For a list of supported migration actions, see Objects and Actions Supported for Using the Import Pipeline.  

Batch Size Settings

The following XML properties can optionally be modified. However, it is generally recommended to not modify these values unless you are encountering issues when migrating using the Import Pipeline.


This key controls the maximum batch size in item count, including all folders and documents, to be used if Content Matrix will be submitting batches according to number of items. The default value is 200 and the value must be a positive integer.







This key controls the maximum batch size to be used if Content Matrix will be submitting batches according to size. The default value is 1000 megabytes and the value must be a positive integer. The value should be set carefully, taking into consideration factors such as total upload bandwidth, speed of data retrieval from the source system, and so on.





Batch Resubmission Settings


This key controls the maximum number of times Content Matrix will resubmit the batch until it is successfully migrated.  (The default value is 5.)




This key specifies error conditions for which you want Content Matrix to resubmit a batch, when it normally would not.  

NOTE:  Separate multiple error messages with a pipe character (|), as shown in the example below.



   <Value>Item does not exist|Object Reference Not Set</Value>




By default, if you are migrating a batch that includes a list with a base type of CustomList (such as Announcements) and versioning is enabled, these lists are excluded from the resubmission, because duplicate items may be migrated to the target if the batch is resubmitted.  You can choose to include these types of lists in resubmissions, however, by changing the value of the key RetryBatchForCustomListWithVersions from False to True.

NOTE:  If custom lists are being excluded from batch resubmissions and all items are not successfully migrated, you can migrate any outstanding items using incremental migration.





Performance Settings


This key controls the buffer size while uploading files to Azure Storage Account Containers using the Import Pipeline. The default value is 64, which means, for example a 128 MB file will be uploaded in two parts, 64 MBs at a time. The lower buffer size, the more quickly the computer processor handles the information. Keep in mind that the higher the value, the more system resources will be consumed.







This key controls the number of files uploaded in parallel to Azure Storage Account Containers when using the Import Pipeline.  The default value is 2, which means a maximum of two files can be uploaded in parallel.  Keep in mind that the higher the value, the more system resources will be consumed.






WARNING: This value should not be changed unless absolutely necessary.

This key controls the amount of time to wait for a response from the reporting queue before re-requesting a migration job. This value is specified in multiples of 15 seconds, meaning that the default value of 960 corresponds to 4 hours and the minimum value of 120 corresponds to 30 minutes. This value must be a positive integer greater than or equal to 120.





Temporary Storage Location


This key indicates the directory in which the temporary binary files and manifest XML files for each batch are saved. If no filepath is specified, the default file path is used.



   <Value>C:\ProgramData\Metalogix\Temp folder sample</Value>


Changing Resource Utilization Settings

Navigation:  Modifying Content Matrix Configuration and Settings >

Changing Resource Utilization Settings

How many threads can be used simultaneously per job in Content Matrix is controlled by the Edit Resource Utilization Settings option, which is accessible from the Settings ribbon at the top of the Console UI.

If the option is clicked, a dialog containing a slider will appear that will allow control of the number of threads available within a single action. If the slider is moved all the way to the left, this will turn off multithreading and only allow a single thread to be used during the action. (For more information on threading, refer to the Microsoft article About Processes and Threads.)

NOTE:  Turning off multithreading in this way can be a valuable way of troubleshooting whether multithreading is causing issues.

If the slider is left in the middle, it will allow twice the number of processors in threads to be created per action. For example, if the machine running Content Matrix has a two core CPU, four threads will be able to be used if the slider is in the below state:

Resource Utilizatin Settings

Moving the slider farther to the right will allow more threads to be used, but can potentially overwhelm system resources. This could lead to potential errors if the system resources cannot handle the data being migrated.  There is a chance that if the speed is too high, you would see a slowdown in the overall migration, because the migration is trying to run actions faster than the resources properly allow.

While this value can be set through the Content Matrix Console, you can also set it through the back end, if the UI setting does not seem to be working for you. Please contact Quest Support for more information on this back end setting.

Configuring Content Matrix for Distributed Migration

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Configuring Content Matrix for Distributed Migration

You can use Distributed Migration to significantly improve the time it takes to complete large migration jobs by distributing the workload efficiently across the resource pool. The distributed model enables parallel processing of migration jobs that reduces migration time, and enables higher utilization, better workload throughput and higher productivity from deployed resources.

The feature consist of a central Distributed Database and one or more Distributed Migration agents.

Distributed Migration New Model

Distributed Migration Components

Distributed Migration relys on the following components:

Distributed Database

This is a SQL Server database that contains the repository or queue of migration job definitions which the agents can run. Distributed Migration agents share the same Distributed Database.

NOTE:  The Distributed Database cannot be a SQL CE database.


Agents are physical or virtual machines on which you can run migrations remotely.  Installed on each agent are the Content Matrix Console and the Metalogix Agent Service, which handles job queuing and processing.  Any available agent can pull a migration job that has been set to Run Remotely directly from the Distributed Database.

Any logging information is then be sent to the Distributed Database.

When an agent is running a migration job, any interaction with the agent, such as changing a configuration setting, is not recommended.

If Distributed Migration was configured prior to version 9.2:

To provide more efficient resource utilization, the Distributed Migration model was re-architected in version 9.2 to eliminate the use of a Controller to push jobs to agents. Instead, Distributed Migration uses a Windows Service that allows any available agent to pull a migration job that has been set to Run Remotely directly from the Distributed Database.

If you configured Distributed Migration prior to version 9.2, you will need to reconfigure each agent in order to continue using Distributed Migration and to run any migration jobs remotely.

Refer to the Reconfiguring Distributed Migration After an Upgrade guide for more information.


NOTE:  You will notice after an upgrade that the Configure Distributed Migration and Configure Self-Service options no longer display in the Content Matrix Console ribbon (Self-Service Migration has been removed as of version 9.2) and the Manage Agents dialog is empty.  

Important Note About Global Mappings and Environmental Settings

The first time that a connection is made to the Distributed Database, Global (Domain, Url, Guid, and User) Mappings and environmental settings are copied from the connecting user's local machine and used by all agents. With subsequent connections to the Distributed Database, a pop-up displays with the option to overwrite Mappings and local settings with those used by the currently-connecting user's machine.

Distributed Migration User Mappngs prompt

Global Mappings and settings can be copied from any machine that connects to the Distributed Database, even if it is not configured as an agent.

Distributed Migration System Requirements

Navigation:  Configuring Content Matrix for Distributed Migration >

Distributed Migration System Requirements

Requirements for the Distributed Database

·The Distributed Database must use a Microsoft-supported SQL server.

·The Distributed Database can reside on any machine in network, provided that all agents have access to that machine.

·The Distributed Database should be created from the Content Matrix Console.

NOTE: It is recommended that SQL Server Authentication be used to connect to the Distributed Database, as it will allow for cross-domain connections.

Requirements for an Agent Machine

·An agent machine or workstation should have 16 GB of free RAM.

NOTE:  An agent machine can be a physical or virtual machine.

·Microsoft .NET Framework 4.7.2 must be installed on the machine.

·The agent machine must meet all the prerequisites as specified in the Content Matrix Console Advanced Installation Guide.


Connection icon

· If a migration job is using SP 2013 or later DB as a source connection, then users can only run jobs remotely on an agent that meets the connection requirements for the same DB version as the machine from which the migration is configured. This means that the agent machines must either:

§Have the same version of SharePoint installed on or be a SharePoint WFE for a comptible version.


§Be a 64-bit machine that has no version of SharePoint installed on it.

·Local Object Model (OM) connections to SharePoint are not supported when using Remote Agents. - A Local OM connection to SharePoint can only be made when Content Matrix is installed on a machine that is running SharePoint (a SharePoint server or WFE). Since this type of connection can be made on the Host machine, but cannot be guaranteed to also be available on an agent machine, it is not a supported connection adapter for running migrations using remote Agents.  For making remote Object Model connections, make sure the Metalogix Extension Web Service (MEWS) is installed on each agent machine.  

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