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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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Applying New Document Sets to Libraries, Folders, and Documents

Metalogix Content Matrix can apply Document Sets to libraries, folders, or documents as a part of a migration. Document Sets can be applied when migrating to SharePoint 2010 and later (including Office 365) environments, and can be configured at the time of migration. This feature allows for any SharePoint folders, or document libraries to be migrated as a SharePoint Document Set. Please see Microsoft's Document Sets planning page for more basic details on document sets.

NOTE:  If you want to apply an existing Document Set to a list, library, or folder, initiate a list-level migration and paste the object to a Document Set on the target.

When you check the Apply new document sets during copy check box and click the [...] button from the List Content Options dialog, the Apply Document Sets dialog displays.  

Apply Document Sets

To apply new Document Sets:

1.In the upper (tree view) window, select the content to which you want to apply the Document Sets.

2.Select the appropriate Apply Document Set option.  Use the information in the following table for guidance.

If ...

Then ...

·you selected a folder

AND

·you want to apply a Document Set Content Type

A.Select Apply Document Set to Selected Folder to display the Document Set Content Type dialog.

Document Set Content Types

B.Select an available Content Type from the drop down.

C.Click [OK] to dismiss the Document Set Content Dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Folders tab.

·you selected a document library

AND

·you want to apply  a new Document Set  to all or selected items within the library based on a filter expression

A.Select Apply New Document Set To Library to display the Map Documents to Document Sets dialog.

Map Documents to Document Sets

B.Click [New Document Set] to display the Enter Name dialog and enter a name for the new Document Set.

C.Click [OK] to dismiss the Enter Name dialog, and display the Document Filter Conditions dialog.

D.Apply the desired filter expressions for the item-level Document Set.

NOTE:  If no condition filter value is entered in the Document Filter Conditions dialog, no items in the document library will be applied to the Document Set.

E.Click [OK] to dismiss the Document Filter Conditions dialog and re-display the Map Documents to Document Sets dialog.

F.Select the appropriate Content Type to apply to the Document Set from the drop-down.

G.Click [OK] to dismiss the Map Document Sets dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Lists tab.

·you selected a site

AND

·you want to apply new Document Sets lists and/or items on the site based on filter expressions

A.Select Apply New Document Set via Rule to display the Lists Filter Conditions dialog.

B.Apply the desired filter expressions for the list-level Document Set.

List Filter Conditions

C.Click [OK] to dismiss the List Filter Conditions dialog and display the Map Documents to Document Sets dialog.

D.Click [New Document Set] to display the Enter Name dialog and enter a name for the new document set.

E.Click [OK] to dismiss the Enter Name dialog, and display the Document Filter Conditions dialog.

F.Apply the desired filter expressions for the item-level document set.

G.Click [OK] to dismiss the Map Document Sets dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Lists tab.

H.Repeat Steps A-G to apply lists and items within the site to document sets.

·you initiated an item-level migration

AND

·you want to apply a new document set to individual items to  based on filter expressions

A.Select Apply New Document Set via Rule to display the Map Documents to Document Sets dialog.

B.Click [New Document Set] to display the Enter Name dialog and enter a name for the new document set.

C.Click [OK] to dismiss the Enter Name dialog, and display the Map Documents to Document Sets dialog.

D.Apply the desired filter expressions for the item-level document set.

E.Select the appropriate Content Type to apply to the document set from the drop-down.

F.Click [OK] to dismiss the Map Document Sets dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Lists tab.

Note that you can use the Navigate To option to locate the object to which a selected filter applies in the upper (tree view) window.

Managed Metadata Options

The Managed Metadata (or taxonomy) options are available when migrating from SharePoint 2010 Server or later (including Office 365 tenants), and can be selected at all migration levels (site collection, site, list, and item).

NOTE:   For these options to function properly the term stores must be created on the target before migration, which will then allow for the migration (and mapping) of the terms, and the migration of data using these terms.

Connection icon

You can migrate Managed Metadata using any of the following connection types:

·Object Model (OM) Connection - This is either a Local or Remote (Extensions Web Service) connection type and can be used for SharePoint 2010 and later source/target environments.

NOTE:  You can also use either of these connections to migrate managed metatada using GUID Mappings, which may significantly improve performance over choosing to Resolve by Name and Hierarchy, which requires Metalogix Content Matrix to crawl through the entire term store.

·Office 365 Tenant Connection - This is a server level connection to an Office 365 Tenant environment. If using an Office 365 Tenant environment as a source, this is the only connection that can be used. If using any other environment as a source, this connection type can only be used as a target.

·Client Side Object Model (CSOM) connections  This connection type can only be used by Office 365 environments, and can be used for either a source or target connection.

·Database Connections - This connection is only supported as a source connection for the migration of metadata using GUID Mapping . There are prerequisite actions to be performed before using this connection type.

 

You cannot migrate managed metadata when the source connection is NWS, because neither term store migration nor GUID Mapping is supported.

Prerequisites for transforming columns into Managed Metadata:

You can migrate Managed Metadata only if all of the following conditions are met:

·You are migrating into a SharePoint 2010 Server or later target and the migrating account has the following permissions for the Term Store that will be used:

§Full Access to Term Store and Term Store Administrator for the Managed Metadata Service being used on the target

§Additionally, for O365 environments: Global Administrator and Term Store Administrator.

NOTE:  It is recommended that the same permissions be set on the source, although Read permissions may be sufficient, depending on your environment).  If you encounter the error The Managed Metadata Service is inaccessible because the current web application has not been granted permissions to access it, it may also be necessary to add the account that the App Pool user is running under in order to have permissions.

§When migrating at the site collection level, or when migrating the Term Store explicitly, it is highly recommended that you map term stores before migration to ensure that the correct term store is being used.

NOTE:  A 1:1 relationship must exist between Source/Target term store mappings.  That is a term store from the source can only be mapped to one term store on the target, and the same target term store cannot be mapped to more than one source term store.

·You are migrating using the Full Copy mode. (These options are not currently available when running an Incremental copy.)

·When using the Resolve managed metadata by name and hierarchy option, make sure that the default storage location for column specific term sets option is enabled in the target SharePoint environment.  See the following TechNet article for more information for SharePoint 2013/2016.

Prerequisites for Migrating Managed Metadata Using GUID Mapping

 

Connection icon

The ability to migrate managed metadata using GUID Mapping is currently supported for Object Model, Metalogix Extensions Web Service (MEWS), and Database source connections.

To be able to migrate managed metadata using GUID mapping , it is recommended that you perform the following steps. While Metalogix Content Matrix supports mapping to existing managed metadata at the target, this method will ensure the best results:

1.Using an Object Model (OM) or CSOM/MEWS connection type on the source, migrate the global term store as follows:

a)Select the top-level source node.

b)Right-click  choose Copy Farm Managed Metadata.

c)Select the top-level target node.

d)Right-click and choose Paste Managed Metadata Term Stores.

2.Individually migrate each site collection-level term store to be migrated as follows:

a)Select the source site collection.

b)Right-click and choose Copy Site.

c)Select the target site collection.

d)Right-click and choose Paste Site Object > Managed Metadata Local Sites Collection Group.

e)In the Managed Metadata Options tab, ensure that:

§Resolve managed metadata by name and hierarchy is deselected

AND

§Map term stores for migration is selected.

Managed metadata can now be migrated with a database, Object Model, or Extensions Web Service source connection using GUID Mapping.

Configuring Term Store and Managed Metadata Options

NOTE:  Before configuring Term Store and Managed Metadata options, it is strongly recommended that you review the prerequisites for transforming columns into Managed Metadata.

Simplified UI icon

Unless otherwise noted, if you are using Simplified mode and an option is not available for selection, the default value that displays in Advanced mode will automatically be applied.  If you want to change the value of the option, click [Advanced Mode] and switch to the Advanced mode interface.

Managed Metadata Options

To configure Managed Metadata options:

1.If you are using Advanced mode and want Metalogix Content Matrix to check both the source and target environments to find any existing Managed Metadata term structure and then migrate a copy of the source term structure over to the target, make sure the Resolve managed metadata by name and hierarchy box is checked.

NOTE:  If there are terms that do not exist, they will be added (using the same hierarchy structure with new GUIDs), and if there are terms that already exist the terms on the target will be used.  If you want terms on the target to be overwritten with those on the source, make sure Map term stores for migration is selected, as described in the next step.

2.If you want to map the term store on the source to a term store on the target:  

NOTE: Migrating managed metadata at the site level will only copy the global managed metadata, and will not copy any site collection term sets. Site collection term sets are only copied when the Copy referenced managed metadata and Map term stores for migration options are enabled as part of a SharePoint site or list level migration.

a)Select the appropriate option based on the mode you are using:

§If you are using Simplified mode, click the [...] button to the right of the Map Managed Metadata option.

§If you are using Advanced mode, check the Map term stores for migration box, then click the [...] button.

The Map Term Store dialog displays with a list of all term stores that currently exist on the target.

Map Term Stores Dialog

NOTES:  

§This option is primary used in the following situations:

§When migrating the entire term store (the global term store).

§When migrating term stores by their ID value

§When migrating at the site collection level that uses more than one Term Store, to ensure that the correct Term Store is used.

§This option is required when migrating to an Office 365 Tenant target environment. In such a migration, this option is enabled by default and cannot be deselected.

§If the Resolve managed metadata by name and hierarchy option is selected, this option would only be selected if you want to map and overwrite the values the target.

b)Right click the Source Term Store you want to map, and select the Target Term Store you want to Map to.

NOTE: If the Target Term Store is set to <Exclude> (the default value), the term store will not be mapped. Remember that a 1:1 Relationship must exist between Source/Target term store mappings

3.When you are finished mapping term stores, click [OK].

4.If you want to migrate Managed Metadata columns for items and lists, check the Copy referenced managed metadata box.

NOTE:  This option will not actually create Term Stores. It is recommended that this option be used in conjunction with the Resolve managed metadata by name and hierarchy and/or Map term stores for migration.

5.If you are using Advanced mode and want SharePoint site columns (fields) to be transformed into Managed Metadata fields on the target:

a)Check the Transform specified site columns to managed metadata columns box.

b)Click the […] button.

c)Complete the Configure Transformations for a Site Column dialog as described in the topic Transforming a Site or List Column into a Managed Metadata Columns.

6.If you are using Advanced mode and want SharePoint list columns (fields) to be transformed into Managed Metadata fields on the target:

a)Check the Transform specified list columns to managed metadata columns box.

b)Click the […] button.

c)Complete the Configure Transformations for a List Column dialog as described in the topic Transforming a Site or List Column into a Managed Metadata Columns.

NOTE:  By default, Metalogix Content Matrix migrates terms in batches of 50.  You can, however, change this value (for example, decrease it if you are experiencing timeout errors during the migration operation or increase it if you are migrating an excessively large number of terms or keywords.  However, It is recommended that you not  change the batch size unless absolutely necessary.  See Changing the Managed Metadata Migration Batch Size.

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