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Metalogix Content Matrix 8.9 - SharePoint Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Enabling Advanced Mode Connecting to SharePoint Migrating to O365 Using the Azure Pipeline/SPO Containers 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 Document IDs Changing a Job Configuration for Multiple Files SharePoint 2003 Version Migration Limitations SharePoint 2013 and Later 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 "Error, the batch will be resubmitted" Message Displays When Using Azure Item Count at Target is Increased When Migrating Using the Azure Pipeline Custom Lists with Versioning Enabled Not Being Migrated When Using the Azure Pipeline 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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Document and Item Version Limitations

The following points should be noted when migrating document versions with Metalogix Content Matrix:

·At least one Approved version of a folder or file (that is, version 1.0 at a minimum) must have been published  for it to be migrated. If only a Pending ("draft") version of a folder or file exists on the source, it will not be migrated to the target.  As long as at least one Approved version exists, subsequent Pending versions will be migrated.

·When migrating to a target SharePoint instance that is using a Native Web Service (NWS) connection:

§the user metadata for minor versions will not be preserved.

§the Modified and Modified By fields will not be preserved for any versions with the Rejected approval status.

·When migrating to a target SharePoint instance that is using a Client Side Object Model (CSOM) or Office 365 Tenant connection, the Optionally limit the number of versions to retain options are not preserved. This includes the Keep the following number of major versions and Keep drafts for the following number of major versions options. This means that all of the major, minor, and draft versions for a document will not be preserved.

·When migrating from a SharePoint 2003 source (SPS 2003 or WSS 2.0) there are some limitations for what version data can be migrated. Please see the SharePoint 2003 Version Migration Limitations page for more details.

How InfoPath Forms are Migrated

InfoPath forms can be migrated through the same process as migrating a SharePoint list.

IMPORTANT:  InfoPath forms can only be migrated to the Enterprise edition of SharePoint 2019.

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The Native Web Service (NWS) and Database (DB) connection types cannot be used to migrate InfoPath Forms because these types of connections cannot fully access the source and target metadata.

When migrating InfoPath forms, Metalogix Content Matrix will automatically try to run link correction, provided the Enable Link Correction option in the General Options tab is enabled, on any items that meet the below criteria:

·If the BaseTemplate for the list is a FormLibrary.

·If the item contains ".XML" in its FileName field.

NOTE: If an XML file is manually uploaded to a forms library it will undergo this link correction process as well. However, since these XML files will not actually have the necessary InfoPath form links to correct, no links will be corrected for the file. No logging will occur for the link correction in these types of files.

If the item does not meet both of these requirements, then the link correction process will not try to correct the link data for InfoPath forms.

If the Verbose logging option under the General Options tab is not enabled, then this link correction will not be reported in the migration logs. However, if the Verbose option is enabled, then any successfully corrected links in the InfoPath forms will be reported in the migration logs.

NOTE: A mandatory InfoPath Item Content Link Corrector transformer for this InfoPath link correction ability can be found in the Transformations tab, under the SharePoint Items transformer definition.

How Workflows are Migrated

Before continuing into the workflow migration process, it is a good idea to have a better understanding of what each of these workflow pieces are.

·A workflow association contains all the data necessary to run the workflow at a given level (i.e. all the variables). For example, they contain all the parameters for a workflow Instance, default values, a list of steps that need to be taken, and other tasks (such as sending email to specified users). Workflow associations can be present in the following:

§In SharePoint 2007, they can be found in lists, libraries, and content types.

§In SharePoint 2010, they can be found in sites and site collections.

§In SharePoint 2013 and later, both SPD 2010 and SPD 2013 platform workflow associations are supported. They can be found in the following:

§SPD 2010 platform workflow associations can be found in sites and site collections, and SPD 2010 platform and Out-of-Box workflow associations can be found in lists and content types.

§SPD 2013 platform workflow associations can be found in sites, site collections, and lists.

All of the above can be migrated by Metalogix Content Matrix. However, only the most recent version of the workflow associations will be migrated.

·Metalogix Content Matrix can also migrate the workflow template, so long as the template is defined locally on the source SharePoint server (and is in a hidden list called "Workflows") and is not defined at the server level. This is usually the case for SharePoint Designer (SPD) workflow templates and Nintex workflow templates. Basic Out-of-Box (OOB) templates are not defined locally (they are not listed in this "Workflows" folder), so OOB Templates are not supported for migration. However, Metalogix Content Matrix will look for these OOB templates on the target, and while it cannot migrate the OOB templates themselves, it will activate the required features to enable them.

·Metalogix Content Matrix is also able to migrate workflow instances.

EXCEPTION: Migration of SPD 2013 platform workflow instances is currently not supported.

The instances are the actual running processes of a workflow, and are only present on items. Each instance is attached to an association, so if the associations are not migrated, the instance cannot be migrated either.

IMPORTANT:  For workflow instance migration to be enabled, migration of workflow associations and a switch that allows Metalogix Content Matrix to write the data directly to the Database must be enabled.

·Workflow histories will only be migrated as a part of the workflow instance migration. Additionally, only the running or completed workflows that are associated with the latest workflow instance version will be migrated.

Pre-Workflow Migration Considerations

If you are performing workflow migration, it is highly recommended you have a general understanding of their workflows and where the data is located to ensure that data integrity is preserved after a migration.

Consider the following questions:

·What type of workflows are being used?

§Are there out of box (OOB) workflows?

§Are there SharePoint Designer (SPD) or Nintex Workflows?

§Are there other third party workflows?

Depending on the answer to this question, there can be different steps that need to be taken, or even a slightly different approach to the migration. The following are some general responses to this question:

·If there are OOB workflows - OOB workflows are installed as a SharePoint solution file, and are deployed across the entire farm. As a result, they are defined at the server level. In this case, Metalogix Content Matrix will not migrate the template definitions, but will instead activate the features on the target side to allow the OOB workflow templates to be used. If migrating at the site collection level, these templates will be activated by Metalogix Content Matrix, and only the features will be activated. If migrating at a site or list level (and not the site collection level), you must ensure that the templates are already activated at the site collection level before a migration is run so that the features can be activated. This is especially notable when migrating from SharePoint 2007 to SharePoint 2010 or later.

NOTE: In some cases, you may need to manually activate the SharePoint 2007 Workflows feature on a SharePoint 2010 or later target environment before the workflows can be properly migrated.

·If there are SPD or Nintex Workflows - SPD and Nintex Workflows have a local install of the workflow template (WFA) definition. This definition is usually held in a hidden list called "Workflows." If the Preserve workflow associations for SharePoint Designer and Nintex Workflow option is enabled, then Metalogix Content Matrix can migrate the template as well. However, in this case the migration must be performed at a site or site collection level. This is because the definition is in a local hidden folder and the rest of the data is spread out, and can only be collected when performing a site or site collection level migration. As long as the workflow templates are defined locally, Metalogix Content Matrix should be able to migrate them.

·If there are third party workflows - The answer here can vary depending on the workflow in question. If the third party workflow works in the same way as a SharePoint Designer or a Nintex Workflow, then the workflow can be migrated using the same steps as SPD and Nintex Workflows.

If the third party workflows are set up in a different way from OOB or SPD and Nintex Workflows, then migration of those workflows is currently not supported.

Once you have a better understanding of what type of workflow is being migrated, the actual migration process can begin.

For additional Nintex workflow-specific considerations, see Additional Considerations for Nintex Workflows.

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