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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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Specifying the URL to Connect to an O365 Tenant

When making an O365 Tenant connection using Metalogix Content Matrix, the SharePoint Administration URL must be used in order for the connection to be completed; that is:


If an incorrect URL, such as a specific site or Site Collection URL is used, then the connection will not be completed and the following connection error will display:

O365 Tenant Connection Error

NOTE:  If you want to connect to a specific site or site collection, use an Object Model (OM) connection.

Connecting to SPO Modern Team Sites

Modern team sites in SharePoint Online are team sites integrated with Office 365 groups  for improved collaboration.When a modern team site is created, SharePoint Online automatically creates the O365 group and group email address.  Because of differences between modern team sites and "old-style" team sites (including the permissions required to connect to them via Content Matrix), when the tenant connection is made, the Limit Site Collection dialog will allow you to "opt out" of loading them.

Limit Site Collection Dialog

Permissions Requirements for Connecting to Modern Team Sites

When connecting to an SPO modern team site, the migrating account must be a Site Collection Administrator/Group Owner.  

If you attempt to make a site-level connection to a private modern team site for which you do not have sufficient permissions, one of the following messages displays, depending on the Authentication Type you chose:

·for Web Browser Authentication:

Modern Team Site Perms Error

NOTE:  This message also displays if you have successfully made a tenant connection using Web Browser Authentication then attempt to load a site for which you have insufficient permissions.  See also "Insufficient Credentials" Message Connecting to Modern Team Site Using Web Browser Authentication.

·for other Authentication Types:

Modern Team Site Connection Error 1

NOTE:  You may also receive a variation on the message, such as The remote server returned an error:  (403) Forbidden.

If you made a tenant-level connection that includes modern team sites—or you have successfully connected to a public modern team site—and the migrating account does not have sufficient permissions, when you click on the node in Explorer View, the message Connected user does not have admin permissions on the site displays.  

To grant site collection administrator privileges to the migrating account, right-click and choose Set Connected User as Site Collection Admin.

Modern Team Sites SET AS SCA

If, going forward, you want Content Matrix to automatically grant account site collection administrator privileges if the migrating account has insufficient permissions, from the Console ribbon Settings tab, make sure the Show Teams Access Permissions option is disabled.  (The option will also become disabled if you check Do not show this message again on the Auto Grant Permission confirmation dialog).


One-time Login for Application Creation

Content Matrix uses the Microsoft Graph API to migrate modern team site owners and members.  Therefore, the first time you make a connection that includes modern team sites, you will be prompted to log into your Microsoft Azure account to create the Metalogix Content Matrix Client application, which will allow Content Matrix to migrate site owners and members for any future connections made for that tenant (unless the terms of the License Agreement are declined, as described below).

License Agreement for Migrating Modern Team Site Owners and Members

Because Content Matrix uses the Microsoft Graph API to migrate modern team site owners and members, which allows Microsoft to collect personal data, the first time a SharePoint connection is made that includes modern team sites, a License Agreement dialog displays.  You must agree to the license agreement's terms and conditions in order to migrate modern team site owners and members.  If you decline, you will be able to migrate the contents of modern team sites, but not owners and members.

Migrating to O365 Using the Azure Pipeline/SPO Containers

Metalogix Content Matrix currently has limited support for the Azure Migration Pipeline.

By default Metalogix Content Matrix will try to use the Shared SPO Containers when migrating to an SharePoint Online tenant, provided that the Azure Pipeline and Azure Encryption options are both enabled. Using the Shared Azure Containers does not require any additional configuration.   However, you still have the option of manually configuring Metalogix Content Matrix to use a specific set of Azure containers instead.  For detailed information on additional system and configuration requirements for using the pipeline, please see the Metalogix Content Matrix Performance Optimization Guide Including PowerShell PDF document included in the installation ZIP file.

Objects and Actions Supported Using Azure Pipeline/SPO Containers

Supported Objects

The following is a list of objects that can be migrated using the Azure Pipeline/SPO Containers:



EXCEPTION:  If the scope contains unsupported lists, the lists themselves will migrate over the CSOM connection, but the migration of alerts for these lists will fail, as CSOM connections do not support the migration of alerts.



·Custom lists

·Discussion boards, including versioning for discussion topics and replies (as opposed to non-Azure migrations, which do not migrate discussion topic versions).

NOTE:  Featured Discussion and Best Reply metadata is currently not supported.

·Document libraries

·Issue tracking


·Managed metadata (also known as taxonomy fields) in lists and libraries

If using a SharePoint 2010 Database connection as the source, then before migrating lists and libraries containing managed metadata using Azure, all affected metadata must already be migrated to the target (using a non-database connection) and the source and target GUIDs of all affected metadata must already be mapped. For information about mapping GUIDs, see GUID Mapping.

·Project tasks

·Surveys with single or multiple responses


In order to perform any of the supported migration actions using the Azure Pipeline, the applicable options must be checked on the Copy Options Dialog > List Content Options tab.  

Unsupported Objects

Migration using the Azure Pipeline currently does not support:

·.aspx files

·InfoPath forms

·SharePoint 2007 Publishing Images libraries (which migrate as Asset Libraries over CSOM unless part of an override)

·large files:

§when using a Remote Object Model (MEWS) connection - greater than 450 MB

§when using a Local Object Model connection - greater than 2047 MB (2 GB)

NOTE:  Metalogix Content Matrix uses the value specified for the key SupportFileSizeInMBUsingMigrationPipeline in the configuration variable file EnvironmentSettings.xml to determine the maximum file size to migrate using Azure.  The value of this key is 400 by default (to accommodate the maximum file size for a MEWS connection) but may be increased to 2047 (for migrations using a Local Object Model connection).  Keep in mind, however, that if the value of this variable exceeds the maximum supported size for the connection type, the migration is likely to fail.  

See also How Metalogix Content Matrix Handles Objects Not Supported by the Azure Pipeline.


Supported Actions

The following is a list of actions that are currently supported by the Azure pipeline:

·Paste Site Collection

·Paste Site as Sub Site

·Paste All Site Content

·Paste MySites

·Paste List as Folder

·Paste List Content > All List Items and Folders (to an empty document library only, Full Copy mode only)

·Paste Folder

·Paste Folder Content > All List Items and Folders

·Paste Site Objects > Alerts*

·Paste List Objects > Alerts*

* If the scope contains unsupported lists, the migration of alerts for the unsupported lists will fail.

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