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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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Web Parts Options

If  you want to copy web parts as part of the migration, select the Web Parts Options tab (in Simplified mode, within the Migration Options > Site Element Options section) and select the applicable options.

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.

Web Parts Options

NOTE:  For special considerations when migrating web parts, see How Web Parts are Migrated.

To configure Web Part Options:

1.If you are using Advanced mode and initiated a site collection or site-level migration and want to Copy Web Parts on Landing Pages, make sure this box is checked.

NOTE:  Landing pages are usually the default.aspx pages, but these pages can also have other names. For example, starting in SharePoint 2010 these have been changed to home.aspx pages when Wiki features are enabled.  While the method to migrate these pages is the same as for other web parts, the logging may be slightly different.

2.If you you are using Advanced mode and want web parts to be copied on any other web part pages (aside from landing pages) or in any publishing content, make sure the Copy Web Parts on Web Part Pages and Publishing Content box is checked.

3.If you you are using Advanced mode and want to copy SharePoint lists or libraries that have a "view" set on them, check the Copy Web Parts on List View pages box.

NOTES:  In some cases these views have web parts added to them, which only appear within that specific view. This option preserves the addition of these web parts within the views.

In SharePoint 2010 there is an issue relating to adding web parts to a list or library "view." When a web part is added to a list or library the "view" option (or the ability to select a specific view) is no longer available for that list either next to the title, or in the ribbon. This is caused by SharePoint 2010, and not by Metalogix Content Matrix.

Metalogix Content Matrix does not currently support the preservation of views on SharePoint 2010 XSLT list view web parts.

4.If you  want to copy web parts that exist on a page but are no longer displayed, select Copy Closed Web Parts.

5.If you you are using Advanced mode and  want to copy HTML content from a "Content Zone" on a page, make sure the Copy Content Zone box is checked.

NOTES:  

§A "Content Zone" is a location on a page (introduced in SharePoint 2010) where general text can be added, AND a web part can also be embedded into that same location (for example, a Wiki page/Wiki content). When selected this option will help ensure that web parts that are embedded in these "Content Zones" will appear in the correct location on the target after migration.  This option is only available when migrating from SharePoint 2010 or later.

§It is recommended that this option be enabled for most migration scenarios.

6.If you are using Advanced mode and want any web parts that are on custom created "Form" pages to be migrated, make sure the Copy List Form Pages box is checked.

NOTES:  

§This option does not support any customizations of an Out Of Box (OOB) form that is  not related to web parts and is customized through the direct modification of the ASPX page (aside from adding or modifying a web part).

§This option is automatically selected if you checked the Copy Customized Form Pages box on the List Content Options tab.

7.If you are copying web parts as a post-migration task and you want to Copy Web Parts Recursively down through the content structure, check this box.

NOTE:  This  option is only available when migrating web parts as a separate action.

8.For Existing Web Part Protocol, select how you want to have Web Parts that already exist on the target handled before migration:

§Delete Existing Web Parts on Target (default)

§Close Existing Web Parts on Target

This will close, but not delete, any web parts that exist on the target, before migration.

§Preserve Existing Web Parts on Target

Permissions Options

For users to be migrated, they must exist on the target side Active Directory (AD), so that SharePoint can authenticate them. A good rule of thumb is if the user cannot be manually authenticated in the target SharePoint instance, then Metalogix Content Matrix will not be able to add them.

In cases where data was migrated and the referenced user cannot be authenticated, Metalogix Content Matrix will set the migrating user account into the files metadata instead, and a warning will be listed in the logs. In these cases user mappings can be set up, to map these users to another account.

You can also migrate only users from a source to a target as a separate action.

If a migration is initiated at the site collection or site level, Metalogix Content Matrix can migrate permission levels as well as permissions. This includes any default permission levels that have been modified, as well as any custom created permission levels.

Connection icon

When migrating permissions levels, the target connection must be a Local or Remote - Extensions Web Service connection to SharePoint  on premises 2010 or later, or a Client Side Object Model (CSOM)/Office 365 Tenant connection for an Office 365 source/target.  

EXCEPTION:   The Native Web Service (NWS) connection type can be used on a target SharePoint 2010 server. However, the NWS connection type cannot break inheritance, so permission levels can only be migrated with this connection type if the target SharePoint instance already defines its own permission levels.

Permission levels are a set of permission rights that can be assigned to a user or group as a "permission." Metalogix Content Matrix can migrate these permission levels as part of a site level migration, or they can be migrated separately through the context (right-click) menu.

For example, if there is a custom permission level on the source called "Marketing Team," that is applied to a group and some users, then this permission level would not normally be migrated, unless this option is used. If this option is not used, Metalogix Content Matrix will try to map the permissions over to the target, but will fail because the "Marketing Team" permission level does not exist, even if the users/groups exist, so we will try to match these permissions to the next closest match. If the copy Permission Levels option is used, the permission level will be created on the target SharePoint instance (otherwise it would have to be created manually). Once the permission level is created on the target, all the user/group permissions can be migrate and mapped over to the target SharePoint instance without issue.

NOTE:  If a site level copy is being performed, and the Copy Child Sites recursively option is enabled (in the Site Options section), all the sites, lists, folders, and items under the selected source node will be migrated, and any enabled options for permissions copying will be applied recursively down through the migration. If Copy Child Sites recursively is not enabled, only permissions for the selected (top-level) site will be copied.

Configuring Permissions Options

If  you want to copy permissions as part of the migration, select the Permissions tab (in Simplified mode, within the Migration Options > Site Element Options section) and select the applicable options.

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.

Permissions Options

To configure Permissions Options:

1.If you want to Copy site permissions:

§make sure this option is selected

AND

§make sure the appropriate additional options are selected.  Use the information in the following table for guidance.

If ...

Then ....

·you are using Simplified mode

AND

·you want to allow any custom permission levels (roles) that exist on the source to be copied and created onto the target (includes any default permissions that have been modified, or any custom permission level that have been created)

make sure Migrate Site with Broken Inheritance is selected.

NOTE:  If you are using Advanced mode, this option called Ignore permissions inheritance for root node.

·you are using Advanced mode

AND

·you want to allow any custom permission levels (roles) that exist on the source to be copied and created onto the target (includes any default permissions that have been modified, or any custom permission level that have been created)

make sure the Copy permissions levels box is checked.

·you are using Advanced mode

AND

·you are migrating to SharePoint 2013 or later

AND

·you want to copy any access request settings (provided that the target SharePoint location is configured for sending emails)

make sure the Copy access request settings box is checked.

 

Connection icon

This option is only available with an OM or MEWS adapter.

See also Migrating Access Request Settings.

·you are using Advanced mode

AND

·you want to copy any associated group settings for any sites that are within the scope of the migration.

make sure the Copy associated group settings box is checked.

NOTES: Associated groups are the Owners, Members, and Visitors groups that are created by default and associated to each site at its creation.

2.If you want Copy list permissions, make sure this option is selected.

NOTE:  This option is not available if you initiated a folder- or item-level migration.

3.If you  want to Copy Content Permissions, make sure this option is selected.  

NOTE:  If you are using Advanced mode, content is broken out into two separate options: Copy Folders and Copy Items.  (Copy Folders is not available for an item-level migration.)

4.If you are using Advanced mode and want the existing permissions inheritance of the root node being migrated to be ignored and  have any permissions levels and permissions migrated directly for the site, make sure the Ignore permissions inheritance for root node box is checked.

NOTE:  If you are using Simplified mode, this option is called Migrate Site with Broken Inheritance.

5.If you are using Advanced mode and are migrating permissions as a post-migration task and want to Delete pre-existing permissions on the target, check this box.

NOTE:  If you are performing a full migration, this box will be checked and disabled, to ensure that any permissions that exist on the target, within the scope of the migration, are deleted so that no issues are encountered when the migration is run and the source permissions are migrated

6.If you want to copy permissions levels from the source to the target by matching names make sure Map permission levels by name is selected.

For example, if an "Admin" role exists on both the source target, the "Admin" permissions on the source will map over to the "Admin" role on the target, even if they use different levels of permissions. Any item, group, or user that has "Admin" permissions on it will still have "Admin" permissions, though the level of access might be slightly different (if the rights for the "Admin" role are different between the source and target servers).

NOTE:  If this option is selected and the role does not exist on the target, it will be skipped.

7.If you are using Simplified mode and want  groups to be mapped to the target site by name instead of by membership, make sure the Map Groups by Name option is selected.

NOTE:  If you are using Advanced mode, this option is located on the Mapping Options tab.

9.If you chose to Map groups by name and you also want to overwrite any groups on the target, make sure the Overwrite existing groups option is selected.

NOTE:  If you leave this box unchecked, users will be appended into existing groups.

10.If you are using Advanced mode and want roles on the source to be mapped to different roles on the target:

a)Check the Override role mappings box.

b)Click the […] button.

c)Follow the procedure for Mapping Roles.

NOTE:  When you use this option, any other existing permissions role mapping that is set up will be overridden.

11.If you are using Advanced mode and you want to set up a default user account that will be mapped to when migrating content in cases where the source user does not exist on the target:

a)Check the Map missing users to: box.

b)In the text box, enter the user name to use in the Domain\User account format.

NOTES:  

§If you are using Advanced mode, this option is located on the Mapping Options tab.

§This text field does not authenticate, so any spelling mistakes will not be automatically corrected.

§If you want to set more than one user mapping, use Global User Mappings.

§This option does not apply to the Primary Administrator or Secondary Administrator options, when migrating a SharePoint Site Collection.

§If direct database writing is enabled and you want to migrate users who are disabled or deleted in Active Directory, check the Allow copying of deleted Active Directory users box.

WARNING:  Direct database writing methods are not supported by Microsoft, and if used will have an impact on your Microsoft warranty. Please contact Microsoft and Quest Support.

12.If you are using Simplified  mode and want to map users, domains, urls, and/or GUIDs between source and target, click [Open Global Mappings...] to display the Specify Global Mappings... dialog.  Continue with the procedure for Global Mappings.

NOTE:  If you are using Advanced mode, this option is located on the Mapping Options tab.

Mapping Roles

When you select Override Role Mappings and click the [...] button from the Permissions Options tab, you can set a name based mapping for permissions role mappings that will override any other existing permissions role mapping that is set up.

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

This option uses conditional logic so these mappings can be set for all cases, or can be set to only be used in specific cases. For example, an Override Role Mappings can be set up to map "Admin" to "Manage Hierarchy" for any nodes that start with a specific value. Or the same mapping can be set up for an entire site.

To set up a role mapping:

1.In the Edit Role Mappings dialog, click Add to add a new mapping.

Edit Role Mapping

2.In the Edit Mapping section:

a)Enter the permission role from the source that you want to Map.

b)Enter the permission role in the target that you want to map To.

c)From the On drop-down,  select the scope of the mapping: All SharePoint Objects, Sites, Lists and Libraries, Folders, or List Items and Documents.

3.If you want to filter the objects to which you want to apply the mapping, click [Edit] to display the Define Mapping Condition dialog and apply any filter expressions

When you close the Define Mapping Condition dialog, the filter(s) you applied will display in the Where box.

Edit Role Mapping WITH FILTER

4.If you want to add another mapping, repeat Steps 1-3.

5.When you have finished mapping roles, click [OK] .

These mappings will now be used in the migration.

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