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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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Migrating Nintex Workflows to SPO

Metalogix Content Matrix can facilitate the migration of Nintex sites and lists workflows to SharePoint Online. Individual sites and site content can be pasted with ease.

NOTE:  Currently, Metalogix Content Matrix does not support Nintex workflow migration if the migration was initiated at the list level.

Two configuration keys in ApplicationSettings.xml relate to Nintex workflow migration to SharePoint Online, namely:

·NintexWorkflowsTempStorage: The temporary local path where Nintex workflow-related files will be stored prior to being migrated to SharePoint Online. If the value of this key is not modified, the files will be stored in the default temp folder on the system.

·CleanupNintexWorkflowsTempStorage: The value of this key determines whether or not the temporary storage folder described above will be cleaned after the migration completes. The default setting for this key is True.

For a list of supported Nintex actions available when migrating from SharePoint On-Premises to SharePoint Online, refer to Supported Nintex Actions for SPO Migration.

How Link Correction Works

Metalogix Content Matrix can correct links as a part of a migration. Link correction can only be done at the time of migration, and links will only be corrected for sites, lists, pages, and web parts within the scope of the migration. Any links within documents or files will not be corrected.

If the link that is being corrected is a relative link, Metalogix Content Matrix will try to correct it as a relative link, and if it is an absolute link, then it will be corrected as an absolute link.

Each time a copy operation runs a central repository is created for link correction, and is populated with a list of link mappings. These mappings are found and determined based on the actions that are performed. If a site copy is performed, link mappings relevant to that site copy will be created and placed into the repository. If lists are included in this copy, then Metalogix Content Matrix will also include list link mappings in the repository. Links will be identified on a case by case basis.

Any link correction that is done will access this repository set of link mappings, when correcting URL or HTML links.

Metalogix Content Matrix gathers the link mappings at the start of each migration (copy) action, as soon as we know they might be needed. It then adds them to the central repository. For example, if a site is copied, then the link mappings for the site are added to the repository. Then when a list or web part is copied the link mappings specific for the copying of that object are added to the repository as well.

When a link is corrected, Metalogix Content Matrix will check to see if that link is in the list of mappings in the central repository. If the link is found it will be corrected according to the mapping that exists for it. If the link is not found the last element of the link will be cut off to see if the shorter link address is in the mappings. This will continue on until all of the link's elements have been removed. Any time a link element is removed the Metalogix Content Matrix will keep track of it, and then append all the removed elements on to the end of a link once a suitable mapping from the repository is found. If one of these higher level mappings is found, then use that mapping, and append all of the cut elements on to the end. If the last element is cut off and no mapping has been found, the link correction will stop, and fail.

Link Correction Examples

Example 1

If a link reads as Sales/FactsAndFigures/Output/default.aspx, and Metalogix Content Matrix cannot find this link in the central repository, then it will cut off the last portion of the URL and try again. If the remaining portion of the URL doesn't work Metalogix Content Matrix will try cutting off another element, and will continue to try until all the elements of the link have been cut off. So link correction will step though the link URL in the following steps:

Sales/FactsAndFigures/Output/default.aspx

Sales/FactsAndFigures/Output

Sales/FactsAndFigures

Sales

Stop

Example 2

A link on the source side is pointing to "TargetSales/Figures/Output/default.aspx" and this link is on a page that is being migrated to "Sales/FactsAndFigures/Output/default.aspx," and Metalogix Content Matrix only has a mapping in the link mapping repository for "TargetSales/Figures" mapped to "Sales/FactsAndFigures." When link correction is run it will look for a mapping for "TargetSales/Figures/Output/default.aspx" to be mapped to "Sales/FactsAndFigures/Output/default.aspx" but will not find any mapping. Metalogix Content Matrix will then cut off "default.aspx" and look for a mapping to "Sales/FactsAndFigures/Output/." Again, no mapping for this exists, so the next element ("Output") will be cut off and "Sales/FactsAndFigures" will be looked for. This time a mapping will be found, and the link will update with this URL. Because Metalogix Content Matrix keeps track of the elements that it cuts off, it can then append these to the end. So "Sales/FactsAndFigures" will have the cut elements "/Output/default.aspx" appended to the end, for a final corrected link of "Sales/FactsAndFigures/Output/default.aspx."

Initiating a Migration

From the Metalogix Content Matrix Explorer View, you can "copy" an object from the source connection then "paste" it to the appropriate location on the target connection.  You will then be prompted to configure Copy Options.

Before you initiate a migration, it is strongly recommended that you review How Metalogix Content Matrix Handles Various SharePoint Components.  

Migrating as a Site Collection

Metalogix Content Matrix can migrate SharePoint Site Collections and promote sub-sites into Site Collections. These migrations can be made within the same SharePoint instance, or can be performed between two separate SharePoint instances, so long as the target environment is SharePoint 2007 or later or Office 365 Tenant. Any site can be promoted into a Site Collection in the same way any Site Collection can be copied to become a sub-site. The location in the hierarchy of the target node is what determines if a site will copy as a Site Collection or as a sub-site.

 

Connection icon

·For migrations to an on-premises SharePoint target, an Object Model (OM) level connection must be made with the target environment.

NOTE:  When migrating to a SharePoint 2013 or later target, due to some User authentication changes that have been made starting with SharePoint 2013, which inadvertently restrict the creation of Site Collections using the SharePoint OM remotely,  Metalogix Content Matrix will use a set of elevated permissions to create Site Collections, which means the migrating user account must explicitly (by name) have "Full Control" permissions on the Web Application that the Site Collection is being created on. A preliminary check will be made before elevation occurs to ensure the migrating user has enough permissions initially to be able to use the elevated Site Collection creation. Creating Site Collections for a SharePoint 2013 or later target with the Local OM connection type, does not have this same restriction, but the same permissions are recommended in case elevated permissions are needed.  The same issue can be encountered in SharePoint 2010 environments when Claims Authentication is used.

·For migration to an SharePoint O365 tenant, an Office 365 Tenant connection must be used.

To initiate a Site Collection migration:

1.In Explorer View, select the source site collection or site that you want to migrate.

2.Right-click and choose Copy Site.

3.Select the target node under which you want to create the site collection.

4.Right-click and choose Paste Site Collection, then choose the desired Mode:

Paste as Site Collection

 

§Admin Mode - This mode is the standard Site Collection copy mode and requires Farm Administrator level permissions on the target SharePoint server in order for the Site Collection to be created, and the content to be migrated into it.

NOTE:  This is the only available option when migrating to an Office 365 Tenant environment, and is the only option that supports host header URLs.

§Self Service Mode - This mode is for use with the "Self Service" feature that is available in the 2007, 2010, and 2013 versions of SharePoint. The Self Service mode allows for Site Collections to be created even if the user does not have Farm Administrator level permissions on the target and the copy is scoped to the Web application. However, in order for this option to work, this feature must first be enabled on the target.  (Refer to your SharePoint documentation for instructions.)

Once the mode is selected, the Configure Site Collection Copying Options dialog displays.

Continue with Configuring Copying Options.

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