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Metalogix Content Matrix 8.8 - SharePoint Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Enabling Advanced Mode Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Copying SharePoint Objects as a Separate Action Self-Service Migration Incremental Migration 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.SharePoint.Migration.Commands
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed and Self-Service Migration Frequently Asked Questions
DB_Owner Permission Migrating with the Fabulous 40 Templates Item Count Discrepancies Keyboard Shortcuts License Key Troubleshooting Determining the Status of a Migration Running in the Background MySite and User Profile Migration Issues Optimal Setup for Best Performance Using Proxies, Load Balancing or Alternate Access Mappings Troubleshooting the Extensions Web Service Installing the Extensions Web Service on Specific Systems Extensions Web Service Installation Files Using Older Versions of the Extensions Web Service Preserving IDs when Migrating a Custom List as a Folder Migrating JavaScript Migrating Site Variations Migrating with SharePoint 2010/2013/2016 Document IDs Changing a Job Configuration for Multiple Files SharePoint 2003 Version Migration Limitations SharePoint 2013 and 2016 Site Collection Creation Issue Job List Database fails to Load After Upgrade Customized Wiki Page Web Part Zones Not Being Migrated Preserving SharePoint List Item IDs with a CSOM Connection Type Retrying Failed Document Copies to O365 CSOM Connections Migrating Content When the Source Custom List Template is Missing Are SharePoint Online Migrations Throttled? What to Expect when Migrating with StoragePoint on the Target Migration Error Message 'There was an Error Reading from the Pipe: The Pipe has been Ended (109, 0xd6)' How do I Remove Items from My Azure Blob Storage Account? Azure Batches Getting Stuck Supported Nintex Actions for SPO Migration "Insufficient Credentials" Message Connecting to Modern Team Site Using Web Browser Authentication Error Making a Browser-Based Connection with PowerShell Console Open
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Creating a SharePoint Site

You can create a new SharePoint site via Metalogix Content Matrix under an existing site collection or site as long as the connection type is not read-only.  If site creation is not valid for the connection type, the option will be disabled

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

To create a new SharePoint site:

1.In the Explorer View, select the site collection or site under which you want to create the new site.

2.Right-click and choose Create Site.

The Create Site dialog displays, prompting you to enter the Site Title, Site URL Name, Description, and Template for the new site.

NOTE:  For Site Url Name, it is only necessary to enter the name of the site as you want it to appear in the url, not the entire url path.

Create Site dialog

3.When you have completed the fields on the Create Site dialog, click [OK].

The new site will now display in Explorer View.

Create SharePoint Site Collection

You can create a site collection for a read/write (source/target) connection type at the farm/tenant, or Web application level.  If creating a site collection is invalid for the connection type, this option will be disabled.  

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

To create a new SharePoint site collection:

1.In the Explorer View navigate to the SharePoint Farm/ Web Application (On-Prem) or Tenant (SharePoint Online) where the new site collection should be created.

2.Right-click and choose Create Site Collection, then select the desired mode:

§For SharePoint on premises Farm there are two options for creating site collections:

§Admin Mode

§Self Service Mode

§For a SharePoint Tenant, only the Admin Mode option is available.

Create Site Collection Menu Option

3.Complete the fields on the Create Site Collection dialog for the selected Mode as you would if you were creating a site collection in native SharePoint.

NOTE:  In addition, if you are creating a Site Collection in Admin Mode within a SharePoint on-premises farm, you have the option to create a host named site collection using the Host Header option.  Refer to the Microsoft TechNet article details about host-named site collections.

Create Site Collection dialog

4.After completing the dialog, click [OK].

The new site collection now displays in the Explorer View.

Create a SharePoint List

You can create a new SharePoint list via Metalogix Content Matrix under an existing site as long as:

·the connection type is not read-only, and

·the new list can use any site template that is installed on the SharePoint environment.

If site creation is not valid for the connection type, the option will be disabled.

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

To create a new list:

1.Navigate to the SharePoint Site where the list/library should be created.

2.Right-click and choose Create List.

Create List Menu Option

3.Complete the Create List dialog as you would if you were creating a list in native SharePoint.

Create List dialog

4.After completing the dialog, click [OK].

The new site collection now displays in Explorer View.

Create SharePoint Folder

You can create a new SharePoint list via Metalogix Content Matrix under an existing list or library (or within an existing folder) as long as the connection type is not read-only..  If folder creation is not valid for the connection type, the option will be disabled.

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

To create a new SharePoint folder:

1.Navigate to the SharePoint Document Library, List, or Document Folder under which the new folder should be created.

2.Right-click and choose Create Folder.

Create Folder Menu Option

3.Complete the Create Folder dialog.  

Note that the Folder Type drop down allows you to select the content type with which to create the folder. if only one content type exists on that list/library/folder, the option will be grayed out. There is also a check-box option to overwrite any existing folder that uses the same folder name at the level the folder is being added.

Create Folder dialog

4.After completing the dialog, click [OK].

The new folder now displays in Explorer View.

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