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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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Configuring Permissions Options

If  you want to copy permissions as part of the migration, select the Permissions tab (in Simplified mode, within the Migration Options > Site Element Options section) and select the applicable options.

Simplified UI icon

Unless otherwise noted, if you are using Simplified mode and an option is not available for selection, the default value that displays in Advanced mode will automatically be applied.  If you want to change the value of the option, click [Advanced Mode] and switch to the Advanced mode interface.

Permissions Options

To configure Permissions Options:

1.If you want to Copy site permissions:

§make sure this option is selected

AND

§make sure the appropriate additional options are selected.  Use the information in the following table for guidance.

If ...

Then ....

·you are using Simplified mode

AND

·you want to allow any custom permission levels (roles) that exist on the source to be copied and created onto the target (includes any default permissions that have been modified, or any custom permission level that have been created)

make sure Migrate Site with Broken Inheritance is selected.

NOTE:  If you are using Advanced mode, this option called Ignore permissions inheritance for root node.

·you are using Advanced mode

AND

·you want to allow any custom permission levels (roles) that exist on the source to be copied and created onto the target (includes any default permissions that have been modified, or any custom permission level that have been created)

make sure the Copy permissions levels box is checked.

·you are using Advanced mode

AND

·you are migrating to SharePoint 2013 or 2016

AND

·you want to copy any access request settings (provided that the target SharePoint location is configured for sending emails)

make sure the Copy access request settings box is checked.

 

Connection icon

This option is only available with an OM or MEWS adapter.

See also Migrating Access Request Settings.

·you are using Advanced mode

AND

·you want to copy any associated group settings for any sites that are within the scope of the migration.

make sure the Copy associated group settings box is checked.

NOTES: Associated groups are the Owners, Members, and Visitors groups that are created by default and associated to each site at its creation.

2.If you want Copy list permissions, make sure this option is selected.

NOTE:  This option is not available if you initiated a folder- or item-level migration.

3.If you  want to Copy Content Permissions, make sure this option is selected.  

NOTE:  If you are using Advanced mode, content is broken out into two separate options: Copy Folders and Copy Items.  (Copy Folders is not available for an item-level migration.)

4.If you are using Advanced mode and want the existing permissions inheritance of the root node being migrated to be ignored and  have any permissions levels and permissions migrated directly for the site, make sure the Ignore permissions inheritance for root node box is checked.

NOTE:  If you are using Simplified mode, this option is called Migrate Site with Broken Inheritance.

5.If you are using Advanced mode and are migrating permissions as a post-migration task and want to Delete pre-existing permissions on the target, check this box.

NOTE:  If you are performing a full migration, this box will be checked and disabled, to ensure that any permissions that exist on the target, within the scope of the migration, are deleted so that no issues are encountered when the migration is run and the source permissions are migrated

6.If you want to copy permissions levels from the source to the target by matching names make sure Map permission levels by name is selected.

For example, if an "Admin" role exists on both the source target, the "Admin" permissions on the source will map over to the "Admin" role on the target, even if they use different levels of permissions. Any item, group, or user that has "Admin" permissions on it will still have "Admin" permissions, though the level of access might be slightly different (if the rights for the "Admin" role are different between the source and target servers).

NOTE:  If this option is selected and the role does not exist on the target, it will be skipped.

7.If you are using Simplified mode and want  groups to be mapped to the target site by name instead of by membership, make sure the Map Groups by Name option is selected.

NOTE:  If you are using Advanced mode, this option is located on the Mapping Options tab.

9.If you chose to Map groups by name and you also want to overwrite any groups on the target, make sure the Overwrite existing groups option is selected.

NOTE:  If you leave this box unchecked, users will be appended into existing groups.

10.If you are using Advanced mode and want roles on the source to be mapped to different roles on the target:

a)Check the Override role mappings box.

b)Click the […] button.

c)Follow the procedure for Mapping Roles.

NOTE:  When you use this option, any other existing permissions role mapping that is set up will be overridden.

11.If you are using Advanced mode and you want to set up a default user account that will be mapped to when migrating content in cases where the source user does not exist on the target:

a)Check the Map missing users to: box.

b)In the text box, enter the user name to use in the Domain\User account format.

NOTES:  

§If you are using Advanced mode, this option is located on the Mapping Options tab.

§This text field does not authenticate, so any spelling mistakes will not be automatically corrected.

§If you want to set more than one user mapping, use Global User Mappings.

§This option does not apply to the Primary Administrator or Secondary Administrator options, when migrating a SharePoint Site Collection.

§If direct database writing is enabled and you want to migrate users who are disabled or deleted in Active Directory, check the Allow copying of deleted Active Directory users box.

WARNING:  Direct database writing methods are not supported by Microsoft, and if used will have an impact on your Microsoft warranty. Please contact Microsoft and Quest Support.

12.If you are using Simplified  mode and want to map users, domains, urls, and/or GUIDs between source and target, click [Open Global Mappings...] to display the Specify Global Mappings... dialog.  Continue with the procedure for Global Mappings.

NOTE:  If you are using Advanced mode, this option is located on the Mapping Options tab.

Mapping Roles

When you select Override Role Mappings and click the [...] button from the Permissions Options tab, you can set a name based mapping for permissions role mappings that will override any other existing permissions role mapping that is set up.

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

This option uses conditional logic so these mappings can be set for all cases, or can be set to only be used in specific cases. For example, an Override Role Mappings can be set up to map "Admin" to "Manage Hierarchy" for any nodes that start with a specific value. Or the same mapping can be set up for an entire site.

To set up a role mapping:

1.In the Edit Role Mappings dialog, click Add to add a new mapping.

Edit Role Mapping

2.In the Edit Mapping section:

a)Enter the permission role from the source that you want to Map.

b)Enter the permission role in the target that you want to map To.

c)From the On drop-down,  select the scope of the mapping: All SharePoint Objects, Sites, Lists and Libraries, Folders, or List Items and Documents.

3.If you want to filter the objects to which you want to apply the mapping, click [Edit] to display the Define Mapping Condition dialog and apply any filter expressions

When you close the Define Mapping Condition dialog, the filter(s) you applied will display in the Where box.

Edit Role Mapping WITH FILTER

4.If you want to add another mapping, repeat Steps 1-3.

5.When you have finished mapping roles, click [OK] .

These mappings will now be used in the migration.

Mapping Options

Simplified UI icon

Unless otherwise noted, if you are using Simplified mode and an option is not available for selection, the default value that displays in Advanced mode will automatically be applied.  If you want to change the value of the option, click [Advanced Mode] and switch to the Advanced mode interface.

Mapping Options

To configure Mapping options:

1.If you are using Advanced mode and want to Map Audiences, check this box.

NOTE:  Unlike the Copy Audiences option, the Map Audience option uses an algorithm to map the source audiences GUIDs (Globally Unique Identifier) to target audiences GUIDs. This mapping is based on the audience name, and allows Metalogix Content Matrix to maintain any audience targeting information between servers. If an audience on the source doesn't have an equivalent audience on the target, it gets mapped to the closest matching one. The mapping algorithm is used since audiences on the source and target can have different properties available to them, and they may not match exactly.

2.If you are using Advanced mode, are migrating sites, and want to map child sites to different site templates on the target:

a)Check the Map Child Site Template box.

b)Click the […] button to display the Map Web Templates dialog.

c)Select the row containing the Source Web Template you want to map, right click, and choose the new corresponding Target Web Template.

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NOTE:  For subsequent migrations, site template mappings will persist until changed.

This options will change the site template mapping for any sub-sites within the migration (and the mapping for any subsequent site migrations).  Depending on the level at which you initiated the migration, you can change the top-level template on either the Site Collections Options tab or the Site Options tab.

3.If you are using Advanced mode and want to rename any sites, lists, and/or folders at the target:

a)Check the Rename Specific Sites, Lists and Folders box.

b)Click the […] button to display the Rename Specific Site, Lists and Folders dialog.

c)Enter the new internal Name and Title (that is, the display name).

NOTE:   A slightly different version of this feature is available depending on the level of the migration.

4.If you are using Advanced mode and want groups to be mapped to the target site by name instead of by membership, check the Map groups by name box.

NOTE:  If you are using Simplified mode, this option is located in the Migration Options - Site Element Options section.

5.If you chose to Map groups by name and you also want to overwrite any groups on the target, check the Overwrite existing groups box.

NOTE:  If you leave this box unchecked, users will be appended into existing groups.

6.If you are using Advanced mode, migrating into to a Native Web Service (NWS) connection type, and Authorship columns ((Created, Created By, Modified, Modified By) cannot be otherwise preserved, check the Automap Created/Modified Meta Info box.

 

Connection icon

This option:

§Is hidden for all connection types except NWS, and

§is generally used if the Extensions Web Service cannot be used, or if the Authorship columns cannot be preserved for some reason.

For more information on this option, see Preserving Automap Authorship Columns.

7.If you initiated the migration from the folder or item level and want to map source columns to different target columns:

a)Check the Map list item data to different columns box.

b)Click the […] button to display the Column Mapping dialog.

c)Follow the procedure for Mapping Columns.

8.Once the source and target side columns have been selected, click Map. These columns will now be mapped to each other, and the mapping will populate in the bottom window.

9.When you have finished mapping columns, click [OK].

10.If you are using Advanced mode and you want to migrate content for source users that do not exist on the target:

a)Check the Map missing users to: box.

b)Enter the full account name of the user you want to map to.

NOTES:  

§If you are using Simplified mode, this option is located in the in the Migration Options - Site Element Options section.

§This text field does not authenticate, so any spelling mistakes will not be automatically corrected.

§If you want to set more than one user mapping, use Global User Mappings.

EXCEPTION:  If you are migrating between two domains with the same name, users will be mapped automatically during the migration.  See Auto User Mappings for current restrictions

§This option does not apply to the Primary Administrator or Secondary Administrator options, when migrating a SharePoint Site Collection.

§If Database writing is enabled and you want to write any source users that do not exist on the target directly into the target side Active Directory (AD), check the Allow copying of deleted Active Directory users box.

WARNING:  Database writing methods are not supported by Microsoft, and if used will have an impact on your Microsoft warranty, please contact Microsoft and Quest Support.

11.If you are using Advanced mode and want to map users, domains, urls, and/or GUIDs between source and target, click [ [Edit Global Mappings...] to display the Specify Global Mappings... dialog.  Continue with the procedure for Global Mappings.

NOTE:  If you are using Simplified mode and want to map users, click the [Open Global Mappings] button and continue with the procedure for User Mappings.  (User mapping is the only available option via Simplified mode.)

Mapping Columns

You can  map columns from the source connection into separate columns on the target when migrating content into a SharePoint target when you select Map list item data to different columns and click the [...] button from the Mapping Options tab.

NOTES:  

·This option is only available when migrating folders or items from the source into an existing list or document library on the target.  If migrating a site or list, this option will not be available.

·Currently, Metalogix Content Matrix supports mapping of single column at the source to a single Managed Metadata column at the target. Mapping the same source column to multiple Managed Metadata columns at the target may cause problems.

To map columns:

1.Use the information in the following table to determine the appropriate action to take.

NOTE:  You can Filter items in each window to narrow displayed lists.

If you want to ...

Then...

manually map each individual source column to a target SharePoint column

·From the left (source) window, select the Item that you want to map.

·From the right (target) window, select an available Item.

·Click the Map icon.

create a new column on the target for any columns that are selected on the source side

·From the left (source) window, select the Item that you want to map.

·Click the Target icon to display the New Mapping Target dialog.

·Enter a Column Name.

·If you want the column to be created as a site column, check the Create as Site Column, , and choose a column type from the Group drop-down.

·If you want to add the column to a content type that exists on the target:

§check the Add to content type scoped at target site box

AND

§select the content type to which you want to add the column from the Type drop down.

The mappings you create will display in the bottom window.  (Note that you can also Unmap individually-selected mappings in the bottom window or Clear all mappings from the bottom window.)

2.Click [OK] once all desired mappings have been made and return to the Configuration Options dialog.

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