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Metalogix Content Matrix 8.8 - Blogs and Wikis Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Source Blog and Wiki Structure Connecting to a Source Blog or Wiki Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Running Link Correction as a Post-Migration Task Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering Metalogix Command DLL Files Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.Blog.Commands
Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Migrating Individual Pages and Posts

You can use Metalogix Content Matrix to selectively migrate content, including blog and Wiki posts and pages.

NOTE: When migrating pages from a MediaWiki source, there are some characters that will prevent the pages from migrating if they are in the page title. The following characters are not recommended to have in the page title: { } [ ] ? / ^ < > #.

To initiate a migration of individual pages and posts:

1.In Explorer View, select the source blog or Wiki containing the pages to migrate.

2.Right-click and choose Copy Items > Blog Posts.

NOTES:

§The Copy Items option displays only if there is more than one content type available on the source. If this is not the case the Copy Site action should be used instead.

§The available options under the Copy Items sub-menu vary depending on the source connection. For example, in the case of WordPress the available options are Blog Pages and Blog Posts. In the case of Confluence the available options are Blog Entries and Wiki Pages, and in the case of Other Blogs only the Blog Posts option is available.

3.Use the information in the following table to determine the appropriate page selection option.

If you want to migrate ...

Then...

all posts and pages within a source blog or Wiki

·In Explorer View, select the source blog or Wiki site that contains the posts and/or pages to be migrated.

·Right-click and choose Copy Items > [Items].*

This option is only available if there is more than one content type available on the source. If this is not the case the Copy Site action should be used instead.

 

* The available options under the Copy Items sub-menu will vary depending on the source connection. For example, in the case of WordPress the available options are Blog Pages and Blog Posts. In the case of Confluence the available options are Blog Entries and Wiki Pages, and in the case of Other Blogs only the Blog Posts option is available.

 

individual posts and/or pages from Explorer View

·Make sure the Show Pages option is enabled.

·Select the posts and/or pages to migrate.

·Right-click and choose Copy Pages.

NOTE:  This action cannot be batched because the Show Pages option does not persist between sessions.

individual posts and/or pages from Items View

·From Explorer View, switch to Items View.

·Select the posts and/or pages to migrate.

·Right-click and choose Copy Pages.

4.Select the target SharePoint site under which you want to copy the pages/posts.

5.Right-click and choose Paste Special > As [Template] Site, where the [Template] value is the type of SharePoint site to which you want to migrate (Blog, Wiki, Enterprise Wiki, or Publishing).

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.

Site, Blog, or Space Options

Some Site Options (which may also be called Space Options or Blog options) may vary, based on both the source content and the target SharePoint site template.

EXAMPLES:

Blogs and Wikis Site Options

To configure Site (or Blog or Space) Options:

1.If you want Metalogix Content Matrix to overwrite any site that already exists on the target that uses the same name as the site being migrated,  make sure the Overwrite existing site with same name box is checked.

NOTE:  When this box is checked, the overwrite option for the Page Options tab will also be checked and disabled.

2.If you want to replace any invalid characters that are found during the migration with a character of your choice, make sure the Replace all invalid characters in name with box is checked and, if different than the default (_) select a replacement character from the drop-down.

3.If you are migrating to a new SharePoint Blog and Wiki site, make sure the appropriate Include the following contents: options are selected.  Use the information in the following table for guidance.

If ...

Then ...

·you are migrating from Confluence

AND

·you want source side Wiki pages to be migrated into a Wiki Pages library that is created on the new target Wiki site

make sure the Wiki Pages box is checked.

·you are migrating from Confluence

AND

·you want source side Blog entries to be migrated into a Posts list that is created on the new target Blog site

make sure the Blog Entries box is checked.

·you are migrating from Confluence

AND

·you want bookmarks to be migrated as links into a SharePoint Links list that is created on the new target site

make sure the BookMarks box is checked.

·you are migrating from WordPress

AND

·you want source side Wiki pages to be migrated into  into a Wiki Pages library that is created on the target Blog site

make sure the Blog Pages box is checked.

 

4.If you are migrating to a new SharePoint Enterprise Wiki Site or publishing site and you want to determine what "Welcome" page (also called a "Landing" page) is used on the newly created site:

a)Make sure the Set welcome page box is checked.

b)Select what page from within the migrating content should be used as the "Welcome" page.  Use the information in the following table for guidance.

If ...

Then ...

·you are migrating from Confluence or MediaWiki

·you want Metalogix Content Matrix to detect which page is set as the"Home" page on the source and use it as the SharePoint "Welcome" page

select Use source home page.

This option is only valid for Confluence and MediaWiki source environments because most other blogs and Wikis do not generally allow for a specific page to be set as a "Home" page.  If a source blog or Wiki does not have a "Home" page set, Metalogix Content Matrix will use the SharePoint default page instead. This is generally the "default.aspx" (or "home.aspx") page.

you want to select what page from within the migrating content should be used as the "Welcome" page

·select Choose specific page

·click [Browse] and select from the list of pages included in the source site.

Page Options

Use the Page Options tab to specify how you want Metalogix Content Matrix to migrate blog and Wiki page content.  

In addition to the general Pages sub-tab, the following additional sub-tabs may be available, depending on the type of source content being migrated and the SharePoint target:

·The Publishing sub-tab is  available when migrating as Publishing Sites, Enterprise Wiki Sites, or into a Pages library (if the SharePoint publishing infrastructure and the publishing features are enabled).

·The Enterprise Wiki sub-tab is available when a source blog or Wiki is migrated  to a SharePoint Enterprise Wiki site. and enables you to migrate Tag values into SharePoint "Categories" fields.  The values in the "Categories" field are SharePoint Managed Meta data terms that are added into the Wiki Categories Term Set on the Site Collection level for the target SharePoint environment (for SharePoint 2010/2013/2016).

NOTE:  If you chose not to Migrate page categories as managed 'Wiki Categories',  Metalogix Content Matrix will create a new lookup column named "Category" in the Pages library, and will also create a new SharePoint list called "Categories" under the newly created Enterprise Wiki site. The page Tag data values will be added to the "Categories" list, and the "Category" lookup column (in the Pages library) will reference this data for each migrated page.

To Configure Page Options - Pages:

BW Page Options

1.If you want to migrate the page of each site that is included in the migration scope. (including publishing, blog and Wiki page), make sure the Migrate pages box is checked.

NOTE:  If this box is not checked, the migration will create a" skeleton" of the original blog site structure (including sites and lists/libraries, but without the pages).

2.If you want to overwrite any pages/posts on the target that use the same Source URL value or, if the content doesn't have a Source URL value, the same file name, make sure the Overwrite existing pages with same Source URL box is checked.

NOTES:

§If you chose to Overwrite existing sites with the same name on the Site, Space, or Blog Options tab, this option will automatically be selected and disabled.

§When selected, the Overwrite existing attachment ... option on the Attachment Options tab will also be selected and disabled.

§If this option is not selected, any items that already exist on the target with the same Source URL (or, in the absence of a Source URL, the file name) will be skipped.

3.If you want Metalogix Content Matrix to remove all form tags from the source page content during the migration (for Internet Explorer Compatibility), make sure the Remove form tags (IE Compatibility) box is checked.  

NOTE:  IE is unable to render form tags in SharePoint properly. Other web browsers (e.g. Firefox, Chrome and etc.) do not have the same issue.

4.If you want the file names of any migrating pages to be set by a specific column value:

a)Check the Set file name from column box.

b)Select from the available columns in the drop-down.

NOTE:  You can use the Manage Columns feature to create a new column, and populate desired values into it before migration.

5.If you want Metalogix Content Matrix to migrate page images to a SharePoint Images library:

a)Select the Migrate page images to:  radio button.

b)Enter the display name you want to use for the new Images library that will be created on the target.

c)If you want Metalogix Content Matrix to filter out any page images that do not share the same hostname as the page to which they are connected, check the Only images within same domain as page box.

For example, if there is a page with the URL http://hostname/page.aspx, and this page has two images, one with http://hostname/page1.gif as the URL and the second with http://differenthostname/page2.gif as the URL, "page1.gif" will be migrated into the images library, but "page2.gif" will not.  If both images used the same hostname as the page itself, they would both be migrated. If neither images used the same host name as the actual page, then neither of the two images would be migrated.

6.Use the information in the following table to determine the appropriate option to select.

If  ...

Then ...

you want Metalogix Content Matrix to copy all of the page body content from the source page/post, and will use this content as the page body for the page/post on the target.

make sure the Use default page content radio button is selected.

you want to specify the column to be used to populate the page body of the target side page/post

·select the Use different page content from custom metadata property radio button.

AND

·select a custom column from the drop-down.

NOTE:  This option is most likely to be used if content has been extracted or transformed from the source and placed into another column.   For example, if  a page on the source  data that should be split up, you can extract some of that data into a second column. Then when migrating, the second column can be specified, and only its contents will be migrated into the page body of the target page.

7.If you want to map custom source columns that have been added via Metalogix Content Matrix  to columns on the SharePoint target:

a)Check the Map custom metadata box.

b)Click [Edit Mappings] to display the Edit Column Mappings dialog.  

c)Follow the procedure for Mapping Columns.  

To configure Page Options - Publishing:

REMINDER:   The Publishing sub-tab is only available when migrating as Publishing Sites, Enterprise Wiki Sites, or into a Pages library (if the SharePoint publishing infrastructure and the publishing features are enabled).

BW Publishing Options

1.If you want the PublishStartDate field to automatically be populated with the post publication date, check the Schedule publishing start date using post publish date box.

2.Use the information in the following table to determine the appropriate page layout option to select.

If you want Metalogix Content Matrix to attempt to use ...

Then ...

the default page layout that is associated with the Pages, Posts, or Wiki Pages library the content is being migrated into

 

make sure the Use default page radio button is selected.

a page layout that you specify for all of the pages/posts that are being migrated

 

·select the Use different page layout radio button.

AND

·select an available target page template from the drop-down.

NOTE:  Metalogix Content Matrix assumes that the default SharePoint field, PublishingPageContent, is present in the page layout.

To configure Page Options - Enterprise Wiki

REMINDER: The Enterprise Wiki sub-tab is available when a source blog or Wiki is migrated to a SharePoint Enterprise Wiki site. and enables you to migrate Tag values into SharePoint "Categories" fields.  

1.If you want Metalogix Content Matrix to map the page tags to the SharePoint "Wiki Categories" field, and connect it to the Managed Metadata service, check the Migrate page categories as managed 'Wiki Categories' box.

2.Select the target Managed Metadata Term Store from the first drop down list.

3.Select the target Managed Metadata Term Group from the second-drop down list, the contents of which are populated based on the Term Store you selected.

4.Select the the target Managed Metadata Term Set,  the contents of which are populated based on the Term Group you selected.

When the migration completes, the pages should all be migrated into the Enterprise Wiki Site's Pages library, and the "Wiki Categories" column within the Pages library will have been updated to use the selected Managed Metadata field.

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