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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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Limitation when Migrating Modified Permissions Levels

If you modify a built-in permissions level on the source and you are migrating permissions to a subsite using a CSOM connection on the target (which includes any SharePoint Online target connection), these modifications will not be reflected on the target site and the following message will be logged:

You cannot customize permission levels in a web site with inherited permission levels.

This issue will not occur:

·using  a local or remote Object Model (OM) target connection.

OR

·when the target is a site collection, regardless of the connection type.

Migrating Access Request Settings

Access Request Settings is an option within a site's permissions that allows SharePoint to specify a specific user's (usually the site administrator's) email and/or contact information. This happens when another user is requesting authorization to access that site, and is done through a link on the site in question. When enabling this checkbox, you should take into account the following considerations:

 

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The only supported target environment for this setting is SharePoint 2013 or 2016, and the only supported adapters are the Object Model (OM) and the Metalogix Extension Web Service (MEWS) adapters. CSOM connections are not supported.

·This setting is only supported when performing the following actions: Paste Site Collection, Paste Site as Subsite, and Paste Site Content > All Site Content. This option is not supported for any other migration actions.

·Allow access requests must be enabled in the Access Requests Settings options on the target.

·In order to manage email triggers, the following flags have been added to the product's ApplicationSettings.xml file: EnableAccessRequestItemsNotifications (set to 'False' by default) and NotificationEmailAddress (set to 'CM@CM.CM' by default). The following table describes what flag values to set to achieve the desired outcome:

Desired Outcome

EnableAccessRequestItemsNotifications setting

NotificationEmailAddress setting

An email is to be sent to the user whose email is specified in the Access Request Settings options on the target.

True

Any valid or invalid email address.

An email is to be sent to a different email address than the one specified in the Access Request Settings options on the target.

False

The email address of the intended recipient.

No notification emails are to be sent.

False

Any invalid email address (CM@CM.CM by default).

Preserving Automap Authorship Columns

Metalogix Content Matrix can preserve the Authorship fields for any data it migrates. These four main metadata fields will be preserved by default for SharePoint 2010, 2013, 2016, and Office 365. Please see Connecting to SharePoint for more specific details on the different SharePoint connection types.

EXCEPTION:   When migrating to a target SharePoint 2010 instance using the NWS connection, items that have a "Pending" status will migrate Authorship data for major (not minor) versions only, and Authorship data will not be migrated for items that have a "Rejected" status.

If migrating to SharePoint 2007 (MOSS 2007 or WSS 3.0) these fields will only be preserved in cases where the OM connection is used on the target (through a local or extensions web service connection). In the case where the Native Web Service (NWS) connection is used on a SharePoint 2007 target, the Automap Authorship Columns feature is available. This feature is only available when migrating to a SharePoint 2007 target, using the NWS adapter.

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If an OM connection to the target SharePoint 2007 instance is not available, a Native Web Service (NWS) connection must be used instead. Unfortunately when the NWS connection is used to the target SharePoint 2007 instance, it is not able to access these Authorship fields. This is because these four fields are special system fields in SharePoint, and need to be accessed in a different way, which is not possible with the NWS connection. However, even in cases where the NWS connection is used to connect to the target, Metalogix Content Matrix does have another method it can use to migrate a copy of this data, and this is through the Automap Created/Modified Meta Info check-box option.

The Automap Created/Modified Meta Info check-box option is available in the Mapping Options section of the copy options dialog, but is only available if a NWS connection has been made to the target SharePoint site. The option is hidden for the other connection types, as the other connection will automatically preserve the Authorship data.

When selected this option will write the Authorship data into four newly created field columns. The new columns that are created on the target side are: Created (Migration), Created By (Migration), Modified (Migration), and Modified By (Migration). After these new columns have been created, Metalogix Content Matrix will copy the original Authorship data into them, and the actual Authorship columns on the target will be populated with the migration account and the time of the migration. Using this method allows for the NWS connection to create a copy of the source side Authorship data on the target, despite its limitation for not being able to access those actual fields.

The columns for the original Authorship fields will be filled with the migration account data and migration time. In order to see the four new Authorship "Migration" fields on the target, the current View of the content on the target side would need to be changed/modified to include them.

This feature should work for most data, however, there are some cases that it may not work correctly for. Some files, such as Microsoft Word files, store the Authorship data in a slightly different manner, and as a result the metadata values for these fields may not always be preserved in the additional columns.

How BCS/BDC Data is Migrated

Metalogix Content Matrix can migrate content that is using Business Data Catalog (BDC) data or Business Connectivity Services (BCS) data. Both BDC and BCS data are connections to Line-Of-Business (LOB) content that is external to SharePoint. Metalogix Content Matrix does not migrate this external data itself, but migrates the references to it that exist within SharePoint.

BDC data connections are used in SharePoint 2007 (only in MOSS, WSS 3.0 does not support BDC) and are generally read only connections. BCS data connections are used in SharePoint 2010 and higher and are generally read/write connections. For a more basic description of what BDC and BCS are, please see the following  MSDN articles:

For SharePoint 2010

For SharePoint 2013

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