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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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Copying SharePoint's E-mail Notification Settings as a Post-Migration Task

Metalogix Content Matrix can do a post-migration copy of the source SharePoint environment's email notification settings. This is SharePoint's own site/list email notification setting (not to be confused with Metalogix Content Matrix Console's own email notification setting for sending an email when a migration completes).

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

To copy SharePoint Email Notification Settings:

1.In Explorer View, select to the site or list for which you want to copy the email notification settings.

2.Right-click, and choose Copy [Object].

3.Select the target node under which you want to copy the notification settings .

4.Right-click and choose Paste Site Objects > E-Mail Notification Setting.

5.Paste Email Notification Settings


A message displays warning about the possibility that an email notification may be sent out if the selected target has been modified (by a migration or any other action) within the previous five minutes. Click [OK] to continue.

5.If you initiated the action at the site level, select the desired option(s).  Use the information in the following table for guidance.

NOTE:  If you initiated the action at the list level, the action will automatically run without further configuration.

Configure Email Notification Settings

If you want to …

Then …

migrate the source e-mail notification settings (for all lists that have this setting configured) for all sites and sub-sites under the selected target node

select Copy notification settings recursive in subsites.

Rename mappings between the source and target

·Select Sites and lists renamed on target.

·Click […] and in the Specify new names of sites and lists dialog, configure the renamed mappings.

For example, if a list was renamed during the initial migration, you could use this option to create a rename mapping from the lists old name to the lists new name. then when the E-mail notifications are migrated Metalogix Content Matrix will look for the new list name instead of the old list name.

Now you can save or run the action.

Copying List Views as a Post-Migration Task

By default, a migrated list uses the list type-specific Default view on the target.  You can, however, copy custom views from the source list to one or more target lists as a separate, post-migration task.

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

To copy list views as a post-migration task:

1.In Explorer View, select the list whose view(s) you want to copy.

2.Right-click and choose Copy List.

3.Select the target list(s) to which you want to copy the view(s).

4.Right-click and choose Paste List Objects > Views.

5. On the Configure List Views Copying Options  List Views Options tab, make sure the Overwrite Existing Views box is checked.

Copy List Views

NOTE:  You can also configure Web Part Options and General Options for the list(s) as part of the action.

6.Now you can save or run the action.

Copying Users Groups, and Permissions as a Separate Action

Whenever Metalogix Content Matrix runs a migration action it will always try to copy over any users and groups that are referenced in the metadata of files that are being migrated, users referenced in groups (if groups are being migrated), and users referenced in permissions (if permissions are being migrated).

Copying Users as a Separate Action

In order for users to be migrated the must exist on the target side Active Directory (AD), so that SharePoint can authenticate them. A good rule of thumb is if the user can't be manually authenticated in the target SharePoint instance, then Metalogix Content Matrix will not be able to add them either.

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

To copy users as a separate action:

1.In Explorer View, select the site from which you want to copy users.

2.Right-click, and choose Copy Site.

3.Select the target location, right-click and choose Paste Site Objects > Users.

Paste Users Menu Option


The Copy Users dialog displays with all of the domains and, when expanded, all of the users within those domains, that have been detected by Metalogix Content Matrix for the selected site.

4.Check the users that you want to copy.  (If you check a domain, all of the users within that domain will be copied.)

Copy Users Post Migration

Metalogix Content Matrix can copy users that have been deleted from AD. This option involves writing the users to the content database, and is not supported by Microsoft. For information about how to enable this feature please contact Quest Support.

Now you can save or run the action.

When the action starts, a Job log will be created. The logs can be viewed (in progress or after the action is finished) by clicking [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of completions, as well as any warnings or errors that may have been encountered (if there were any).

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