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Content Matrix 9.6 - SharePoint Edition User Guide

Introduction Activating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements 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 StoragePoint Content Migration Link Correction
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 About Us

Configuring Hub Sites

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Configuring Hub Sites

Hub sites in SharePoint Online provide a way to connect modern team sites and communication sites so that they share the following experiences without the constraints of a site/subsite relationship:

·Common navigation

·News roll up

·Search within a hub

You can register/unregister a hub, associate sites with the hub and change hub associations, and edit hub site settings either from the Content Matrix Console or using PowerShell.

Note:  You can also register and associate hub sites as part of a migration to SharePoint Online if you choose to promote first level sites to site collections.

Requirements and Restrictions

·A tenant-level connection is required to perform hub site actions.

·You cannot perform hub site actions on a site that uses a read-only connection.

·Hub site actions are supported for modern team site and communication site templates only.

·Hub site actions can only be performed on one site at a time.

Configuring Hub Sites from the Content Matrix Console

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Configuring Hub Sites from the Content Matrix Console

From the Content Matrix Console right-click menu, you can:

·register/unregister a modern team or communication site as a hub site

·edit hub site settings

·associate a site with a hub site

·change hub site associations

To register a site as a hub site:

1.Select the modern team or communication site that you want to register as a hub site.

2.Right-click and choose Register as a Hub Site.

3.Complete the Register as a Hub Site Dialog with the following information:

a)If different than the default (the Title of the site), enter a Hub Name.

b)For Authorized People, enter either the Display Name or email address of the user(s) or security group(s) authorized to you want to allow to associate sites with the hub.  You can enter multiple users/groups as a comma-separated list.

NOTE:  If you leave this field blank, all users will be able to associate their sites with the hub.

4.Click [OK].

When a modern team or communication site is registered as a hub site, the icon to the left of the site is changed to Hub symbol.

To edit hub site settings:

1.Select the hub site for which you want to edit settings.

2.Right-click and choose Edit Hub Site Settings.

3.Update the Hub Name and/or Authorized People as appropriate.

4.Click [OK].

To associate a site with a hub site:

1.Select the modern team or communication site site that you want to associate with a hub site.

2.Right-click and choose Associate with a Hub.

3.From the Edit Hub Association dialog, Select a hub from the drop-down.

4.Click [OK].

When a site is associate with a hub, the icon to the left of the site is changed to Associate Hub icon.

To change a hub site association:

1.Select the site whose hub association you want to change.

2.Right-click and choose Change Hub Association.

3.From the Edit Hub Association dialog, Select a hub from the drop-down.

NOTE:  If you want to remove a hub association completely, select None from the drop-down.  The site theme and shared navigation of the last associated hub will be retained.

4.Click [OK].

To unregister a hub site:

1.Select the hub site you want to unregister.

2.Right-click and choose Unregister as a Hub Site.

3.Click [OK].

All sites associated with the hub site will be disassociated.  However, these sites will retain the site theme and shared navigation previously inherited from the hub.

Configuring Hub Sites Using PowerShell

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Configuring Hub Sites Using PowerShell

Using PowerShell, you can:

·register/unregister a modern team or communication site as a hub site

·edit hub site settings

·associate a site with a hub site

·change hub site associations

To access the PowerShell cmdlets for configuring hub sites:

Open a PowerShell or PowerShell ISE session and add the PowerShell snap-ins for the application framework.

The following cmdlets for configuring hubs are now available:

·Get-MLHubSites

·Register-MLHubSite

·Edit-MLHubSiteSetting

·Join-MLHubSite

·Unregister-MLHubSite

To connect to the SharePoint Online tenant:

Use the New-MLSharePoint Connection cmdlet or connect via the Content Matrix Console.

To display a list of sites in the tenant that are already registered as hub sites:

Run the Get-MLHubsites cmdlet and specify either the TenantConnectionID or TenantUrl.

To register a site as a hub site:

1.Select (from the PowerShell ISE Command Window) or enter Register-MLHubSite.

2.Provide the following information:

a)For HubName, enter the name that you want to assign to the hub.

b)Enter the SiteUrl of the modern teams or communication site that you want to register as a hub site.

c)For AuthorizedPeople, enter either the Display Name or email address of the user(s) or security group(s) authorized to you want to allow to associate sites with the hub.  You can enter multiple users/groups as a comma-separated list.

NOTE:  If you leave this field blank, all users will be able to associate their sites with the hub.

3.Enter either the TenantConnectionID or TenantUrl.

4.Run the cmdlet.

Example Scripts:

Register-MLHubSite -TenantConnectionId 555cff48-babd-000b-b000-12132f929d35 -SiteUrl "https://metalogixsoftware.sharepoint.com/sites/IB_Demo_STS3Source_RegisterAsHubSite" -HubName "Communication Hub" -AuthorizedPeople "devadminuser2@metalogixsoftware.onmicrosoft.com, Dev Admin User 1"

 

Register-MLHubSite -TenantUrl "https://metalogixsoftware-admin.sharepoint.com" -SiteUrl "https://metalogixsoftware.sharepoint.com/sites/IB_Demo_STS3Source_RegisterAsHubSite" -HubName "A" -AuthorizedPeople "devadminuser2@metalogixsoftware.onmicrosoft.com, Dev Admin User 1"

 

When a site is registered as a hub, the icon to the left of the site in the Content Matrix Console  is changed to Hub symbol.

To edit hub settings:

1.Select (from the PowerShell ISE Command Window) or enter Edit-MLHubSiteSetting.

2.Enter the SiteUrl of the hub site that you want to edit and either the TenantConnectionID or TenantUrl.

3.Enter  the HubName and AuthorizedPeople with the appropriate values.

IMPORTANT:  You will need to re-enter all AuthorizedPeople, even those that have not changed.  If you leave this parameter blank, all users will be able to associate their sites with the hub.

4.Click [OK].

Example Scripts:

Edit-MLHubSiteSettings -TenantConnectionId 555cff48-babd-000b-b000-12132f929d35 -SiteUrl "https://metalogixsoftware.sharepoint.com/sites/IB_Demo_STS3Source_RegisterAsHubSite" -HubName "HR Hub" -AuthorizedPeople "devadminuser3@metalogixsotware.onmicrosoft.com"

To associate a site with a hub site:

1.Select (from the PowerShell ISE Command Window) or enter Join-MLHubSite.

2.Enter the HubSiteUrl of the hub site with which you want to associate the site.

3.Enter the SiteUrl of the modern team or communication site you want to associate.

4.Enter either the TenantConnectionID or TenantUrl.

5.Run the cmdlet.

Example Script:

Join-MLHubSite –HubSiteUrl “https://metalogixsoftware.sharepoint.com/sites/vlad_hubSite” -TenantConnectionId 555cff48-babd-484b-b381-12132f929d35 -SiteUrl "https://metalogixsoftware.sharepoint.com/sites/IB_Demo_STS3Source_RegisterAsHubSite"

 

When a site is associated with a hub, the icon to the left of the site in the Content Matrix Console is changed to Associate Hub icon.

To change a hub association:

1.Select (from the PowerShell ISE Command Window) or enter Join-MLHubSite.

2.Enter parameters as you would if you were associating a site with a hub site, using the new HubSiteUrl.

NOTE:  If you want to remove a hub association completely, enter a value of None for the HubSiteUrl.  When the association is removed, the site theme and shared navigation of the last associated hub will be retained.

3.Run the cmdlet.

Example Script (to remove an association):

Join-MLHubSite –HubSiteUrl none -SiteUrl "https://metalogixsoftware.sharepoint.com/sites/IB_Demo_STS3Source_RegisterAsHubSite" -TenantUrl "https://metalogixsoftware-admin.sharepoint.com"

To unregister a hub site

1.Select (from the PowerShell ISE Command Window) or enter Unregister-MLHubSite.

2.Enter the SiteUrl of the hub site you want to unregister.

3.Enter either the TenantConnectionID or TenantUrl.

4.Run the cmdlet.

All sites associated with the hub site will be disassociated.  However, these sites will retain the site theme and shared navigation previously inherited from the hub.

Example Script:

Unregister-MLHubSite -TenantConnectionId 555cff48-babd-484b-b381-12132f929d35 -SiteUrl "https://metalogixsoftware.sharepoint.com/sites/IB_Demo_STS3Source_RegisterAsHubSite"

Incremental Migration

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Incremental Migration

After an initial migration is run, an incremental copy (also known as a delta migration) will copy any new and updated data from the source to the target.

There are three different methods to run an incremental copy from Metalogix Content Matrix:

·Incremental Copy Mode - Update Existing Objects option on the Migration Mode tab

The incremental copying option enables migrations that can preserve and update objects on the target of the migration. This mode is used when you just want to make sure nothing on the target gets overwritten.  Only new objects that do not yet exist on the target are copied.

EXCEPTION:  For lists and libraries with versioning enabled, any new versions that have been created since the initial migration will be copied to the target.

When this option is selected there are two options that are toggled. The first is the Preserve Item IDs option is enabled. The second is that the workflow copy options are turned off. This is because Incremental copies cannot be run on workflows.

·The Custom Copy option on the Migration Mode tab

The custom copy option allows you to run incremental copies for selected content. This option allows you to configure a mix of the Overwrite and the Incremental modes, meaning that incremental copies can be performed on select content in a migration, while allowing other content to be overwritten.

·The creation of an incremental job based on a previously run job

IMPORTANT:  Preserving IDs on items/folders in Lists

When running an incremental copy the Preserve IDs on items/folders in Lists option must have been enabled in the original copy. This is so Metalogix Content Matrix can reference the item ID when looking to see if the items already exists on the target side. If this option was not selected, the incremental copy for SharePoint lists can return some strange results. Generally, in cases where this option was not selected, an incremental copy will create some duplicate content on the target for items it thinks are not in the list, even though they may be (but use a different item ID). The other possible consequence is that some data may be missing, because Metalogix Content Matrix may think that some data exists on the target, even though it may not (but the IDs may be in use). For more information on incremental copying and preserving IDs for SharePoint list items please see Preserving SharePoint List Item IDs When Migrating to SharePoint Online.

The preservation of Document ID/s is not an issue for incremental copying of SharePoint documents. Incremental copying for documents is referenced by the folder path/filename of the document instead of the item ID. Metalogix Content Matrix will look for the URL path of the document, and if found, will then compare the modified date between the original target document and the source document to see if any modifications have been made to the file. If any modifications are found, as compared to the target, these will be migrated to the target. If no file was found when looking back to the source/target URL path, then that document/folder will be added.

To perform an incremental copy using Migration mode:

1.Initiate a migration.

2.On the Migration Mode tab, select Incremental copy.

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.)

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