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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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Changing Global Navigation Settings After a Migration

Global navigation, also known as the top-bar navigation, can be changed after a migration, at either the site collection or site level.

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

To change global navigation settings after a migration:

1.In the Explorer View, select the site or site collection for which you want to change the global navigation.

2.Right-click and choose Change Site (or Site Collection) Settings >Global Navigation Settings.

Global Navigation Settings - Global Navigation

3.If you want any changes  to global navigation settings to be applied to any parent sites, check the Push changes to parent site box.

4.If you want any changes you make to global navigation settings to be applied to any child sites, check the Push changes to subsites box.

5.Select the appropriate option(s) on the Global Navigation tab- Global Inheritance options.

If you want the global navigation for the selected site collection/site to…

 

Then…

be the same as that of the parent site

check the Display the same navigation items as the parent site box.

display any navigation items that exist within any sub-site of the selected node

check the Display the navigation items below the current site box.

retain its current inheritance settings

check the Do not change global navigation inheritance box.

6.If you migrated to a SharePoint 2010 target, select the appropriate option(s).  Use the information in the following table for guidance.

NOTE:  These options are disabled if you migrated to a version of SharePoint other than 2010.

If you want ...

Then…

any sub-sites to be visible in the global navigation bar.

check the Show Subsites (SharePoint 2010) box.

any publishing pages to be visible in the global navigation bar

check the Show Publishing Pages (SharePoint 2010) box.

set the number of dynamic items that can be displayed within that level of the global navigation

check the Maximum number of dynamic items to show within this level of navigation (SharePoint 2010)  box and select the applicable number.

7.Select the appropriate options on the Sorting tab.

NOTE:  Any sorting options that you specify will apply to both Global and Quick Launch navigation.

Global Navigation Settings - Sorting

a)Chose a sorting type.  Use the information in the following table for guidance.

If  ...

Then …

you want navigation to be sorted automatically, based on the set Automatic Sorting options

select Sort Automatically.

you want to be able to sort navigation manually

select Sort Manually.

NOTES:  When you select this option, the settings are changed within SharePoint, to allow for manual sorting of the navigation, and does not actually change the navigation through Metalogix Content Matrix itself.

you want any existing sorting options to remain unchanged

select Do not change sorting type.

·you selected Sort Manually

AND

· you want any publishing pages within the site to be sorted according to Automatic Sorting settings

check the Sort Publishing Pages Automatically box.

NOTE:  This option is only available if you chose to Sort Manually.

b)If you chose to Sort Automatically or Sort Manually with the Sort Publishing Pages Automatically option enabled, complete the options in the Automatic Sorting  section (Sort By: and sorting direction).

8.If you migrated to a SharePoint 2010 target, select the appropriate option on the SharePoint Ribbon tab.   Use the information in the following table for guidance.

NOTE:  This tab is not available if you migrated to a version of SharePoint other than 2010.

Global Navigation Settings - SharePoint Ribbon

If you want to...

Select …

preserve any current settings for the SharePoint 2010 ribbon

Do not change ribbon settings.

make the Show Ribbon and Hide Ribbon commands available within the Site Actions drop down menu

Make "Show Ribbon" and "Hide Ribbon" commands available.

hide the ribbon in SharePoint 2010, making ribbon commands unavailable

Hide the ribbon commands.

9.To run the action, click [OK].

Changing Quick Launch Settings After a Migration

Quick Launch settings, also known as the top-bar navigation, can be changed after a migration, at either the site collection or site level.

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

To change Quick Launch settings after a migration:

1.In the Explorer View, select the site or site collection for which you want to change the global navigation.

2.Right-click and choose Change Site (or Site Collection) Settings > Quick Launch Settings.

Quick Launch Settings

3.If you want any changes you make to Quick Launch settings to be applied to any parent sites, check the Push changes to parent site box.

4.If you want any changes you make to Quick Launch settings to be applied to any child sites, check the Push changes to subsites box.

5.If you want Quick Launch Enabled on the site, make sure this box is checked.

6.If you want Tree View Enabled on the site, make sure this box is checked.

7.Select the appropriate Current Navigation option.  Use the information in the following table for guidance.

If you want  ...

Then…

to allow the Quick Launch to display the same Quick Launch items that are displayed in the parent site

Display the same navigation items as the parent site.

the Quick Launch navigation to display navigation items that exist in both existing sub-sites and sibling sub-sites

Display the current site, the navigation items below the current site, and the current site's sibling sites.

the Quick Launch navigation to only display navigation items for its existing sub sites

Display only the navigation items below the current site.

preserve the current quick launch navigation display settings

Do not change current navigation display mode.

8.If you want sub-sites to be shown in the Quick Launch, check the Show Subsites box.

9.If you want Publishing pages to be shown in the Quick Launch, check the Show Publishing Pages box.

10.If you migrated to a SharePoint 2010 target at you want to set the number of dynamic items that can be displayed within that level of the Quick Launch:

§Check the Maximum number of dynamic items to show within this level of navigation (SharePoint 2010)  box.

§Select the applicable number.

11.Complete the appropriate options on the Sorting tab, as you would if you were Changing Global Navigation Settings After a Migration.

NOTE:  Any sorting options that you specify will apply to both Global and Quick Launch navigation.

Self-Service Migration

Self-Service Migration, an additionally-licensed component of Metalogix Content Matrix, allows end users to perform migrations of site content, with a simplified set of options, directly from their workstations.

Once Metalogix Content Matrix has been configured for Self-Service Migration, each Self-Service workstation in the configuration employs a simplified version of the Metalogix Content Matrix Console.  

Self Service Console

From the Metalogix Content Matrix Console, Self-Service users can:

·Connect to SharePoint sites.

Self Service Connect to SharePoint

Metalogix Content Matrix auto-detects the appropriate connection type to use.  Note that, because Self-Service migration jobs are run remotely (on Distributed Migration agent machines, or the Controller machine if Distributed Migration is not also configured or if Distributed Migration agents are not available), the local object-model (OM) connection cannot be used.

REMINDER:  A Read-Only connection can be used as a source connection only.  It can be used to help users keep their source and target connection separate (and it can help ensure that users do not accidentally migrate any data to a source connection).

·Initiate a site-level migration using the Paste All Site Content option.

Self Service Paste Site Content

·Select a pre-configured job template to use for running the migration.

Self Service Migration Select Job Configuration

·View a Summary of the configured migration job.

Self Service Summary

·Run the migration job via the Controller or Distributed Migration agent.

IMPORTANT:  If Self-Service Migration was configured prior to version 8.8, the first time Self-Service users run a migration job, they will be prompted to agree to the terms of a third-party license agreement before being able to continue.  (If Self-Service Migration was configured in version 8.8 or later, the third-party license agreement is accepted as part of Self-Service Migration Configuration.)

Self Service Run Job Remotely

NOTE:  The Controller Console must remain open during job execution.

Currently, users must choose File >Refresh in order to update the Status in the Jobs list.

Self Service Refresh Job Status

Configuring Self-Service Job Templates

Before a Self-Service Migration can be performed, a migration job must be configured from the Metalogix Content Matrix Console on the Controller machine—including any user mappings that are appropriate for the Self-Service users' source and target environments—then saved as a job template.  Only job templates that have been configured for a Paste All Site Content migration (currently the only migration type available for Self-Service) and saved on the Controller machine will be available for selection by Self-Service users.

NOTE:  If a job configuration template is created while a workstation Console is open, the Self-Service user will have to restart the Console in order to see the template.

If you want to include Managed Metadata mappings in the job template, keep in mind that the Managed Metadata will be successfully migrated only if the workstation source and target farm(s)/tenant(s) are the same as those in the mappings.  Currently, you cannot use Global Mapping for Managed Metadata; rather, they must be done as part of the job template (via the Migration Option > Site Element Options > Mapped Managed Metadata option).

You can also import an entire migration job (which includes the source and target sites) to an xml file, which a Self-Service user can simply import and run from the workstation.

Self Service Import Job

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