Content Matrix 9.10 - SharePoint Edition

Completing a Connection to SharePoint Online Using Office 365 OAuth Authentication

When you select one of the Microsoft 365 OAuth authentication types, before making a connection to SharePoint Online, a pop-up specific to the authentication type will display, as described in the following table.

NOTE:  If you click the Do not show the message again. box, Content Matrix will continue to use the selected option and no longer display the pop-up.  You can resume having the pop-up display by clicking Reset Configuration Options on the ribbon toolbar Settings tab.

Signing into your Microsoft 365 Account to Use Microsoft 365 OAuth Authentication

When prompted to sign into your Microsoft 365 account, for Auto Detect or Microsoft 365 OAuth/Standard/ADFS Authentication, you must use the account you specified as the Connect As account in Content Matrix.  The connection will fail if you try to sign in with another account. (This is not an issue with Microsoft 365 OAuth with MFA Authentication, which does not use a Connect As account.)

IMPORTANT:  If you are using OAuth Authentication for the first time, a dialog  may display requesting that you consent to granting permissions that the application needs to perform migrations.  To  provide this consent, the account must be an Application Administrator.  (This dialog will not display if a Global Administrator has granted consent on behalf of the organization.)

Migration Limitations When Using Microsoft 365 OAuth with MFA Authentication

There are limitations with the migration of some objects when Microsoft 365 OAuth with MFA is used as the Authentication Type:

NOTE: If your SPO tenant is configured for Multi Factor Authentication and it is important for you to migrate these objects, you will need to use Microsoft 365 Web Browser Authentication connections instead. Microsoft 365 OAuth/Standard/ADFS Authentication does not work in an MFA-configured environment.

Not supported when Microsoft 365 OAuth with MFA is used on the target:

·The following List Settings:

§Survey Options (under list settings for Survey List)

§Browser enabled InfoPath form templates (that is, they will not be browser-activated at the target)

·Content type InfoPath forms

·Nintex Workflows and Forms from SharePoint on premises (Nintex is not supported for SharePoint Online to SharePoint Online migrations)

NOTE: Even if the options are checked, Nintex workflows will not be migrated for Microsoft 365 OAuth with MFA Authentication.  SPD 2013 style workflows, however, will be migrated.

Not supported when Microsoft 365 OAuth with MFA is used on the source or target:

·Classic Web parts

·List and Site level content type information management policies.

Migrating to SharePoint Online Using the Import Pipeline

Content Matrix currently has limited support for migration using the Import Pipeline.

By default, when the Use Import Pipeline option is checked on the List Content Options  tab, the SPO Provided Azure Containers option is selected.  However, if you want to use Azure Private Containers, you will also need to populate the Azure Storage Connection String field.

Note that the Pipeline is not used to export from a SharePoint Online source.

For detailed information on additional system and configuration requirements for using the Import Pipeline, please see:

·Configuring Settings for Migrations Using the Import Pipeline

·the Content Matrix Performance Optimization Guide for information on configuring Azure Private Containers for use with Content Matrix.

Objects and Actions Supported Using the Import Pipeline

Supported Objects

The following is a list of objects that can be migrated using the Import Pipeline:

·Announcements

·Alerts

EXCEPTION:  If the scope contains unsupported lists, the lists themselves will migrate over the CSOM connection, but the migration of alerts for these lists will fail, as CSOM connections do not support the migration of alerts.

·Calendars

·Contacts

·Custom lists

·Discussion boards, including versioning for discussion topics and replies (as opposed to non-Azure migrations, which do not migrate discussion topic versions).

NOTE:  Featured Discussion and Best Reply metadata is currently not supported.

·Document libraries

·Issue tracking

·Links

·Managed metadata (also known as taxonomy fields) in lists and libraries

IMPORTANT: If using a SharePoint 2010 Database connection as the source, before migrating lists and libraries containing Managed Metadata using the Import Pipeline all affected metadata must already be migrated to the target (using a non-database connection) and the source and target GUIDs of all affected metadata must already be mapped. For information about mapping GUIDs, see GUID Mapping.

·Multi-language migration

·Project tasks

·Surveys with single or multiple responses  (as long as Microsoft 365 OAuth with MFA Authentication is not used on the source or target).

·Tasks

·Most classic web parts (as long as Microsoft 365 OAuth with MFA Authentication is not used on the source or target)

NOTE:  For a list of supported web parts, requirements, and limitations, see Classic Web Parts Supported by the Import Pipeline.

·large files (15 GB or larger)

In order to perform any of the supported migration actions using the Import Pipeline, the applicable options must be checked on the Copy Options Dialog > List Content Options tab.

Unsupported Objects

Migration using the Import Pipeline currently does not support:

·.aspx files

·InfoPath forms

·SharePoint 2007 Publishing Images libraries (which migrate as Asset Libraries over CSOM unless part of an override)

See also How Content Matrix Handles Objects Not Supported for Import Pipeline Migration.

Supported Actions

The following is a list of actions that are currently supported for Import Pipeline migration:

·Paste Site Collection

·Paste Site as Sub Site

·Paste All Site Content

·Paste MySites

·Paste List as Folder

·Paste List Content > All List Items and Folders (to an empty document library only, Full Copy mode only)

·Paste Folder

·Paste Folder Content > All List Items and Folders

·Paste Site Objects > Alerts*

·Paste List Objects > Alerts*

* If the scope contains unsupported lists, the migration of alerts for the unsupported lists will fail.