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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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Mapping 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.

Mapping Options

To configure Mapping options:

1.If you are using Advanced mode and want to Map Audiences, check this box.

NOTE:  Unlike the Copy Audiences option, the Map Audience option uses an algorithm to map the source audiences GUIDs (Globally Unique Identifier) to target audiences GUIDs. This mapping is based on the audience name, and allows Metalogix Content Matrix to maintain any audience targeting information between servers. If an audience on the source doesn't have an equivalent audience on the target, it gets mapped to the closest matching one. The mapping algorithm is used since audiences on the source and target can have different properties available to them, and they may not match exactly.

2.If you are using Advanced mode, are migrating sites, and want to map child sites to different site templates on the target:

a)Check the Map Child Site Template box.

b)Click the […] button to display the Map Web Templates dialog.

c)Select the row containing the Source Web Template you want to map, right click, and choose the new corresponding Target Web Template.

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NOTE:  For subsequent migrations, site template mappings will persist until changed.

This options will change the site template mapping for any sub-sites within the migration (and the mapping for any subsequent site migrations).  Depending on the level at which you initiated the migration, you can change the top-level template on either the Site Collections Options tab or the Site Options tab.

3.If you are using Advanced mode and want to rename any sites, lists, and/or folders at the target:

a)Check the Rename Specific Sites, Lists and Folders box.

b)Click the […] button to display the Rename Specific Site, Lists and Folders dialog.

c)Enter the new internal Name and Title (that is, the display name).

NOTE:   A slightly different version of this feature is available depending on the level of the migration.

4.If you are using Advanced mode and want groups to be mapped to the target site by name instead of by membership, check the Map groups by name box.

NOTE:  If you are using Simplified mode, this option is located in the Migration Options - Site Element Options section.

5.If you chose to Map groups by name and you also want to overwrite any groups on the target, check the Overwrite existing groups box.

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

6.If you are using Advanced mode, migrating into to a Native Web Service (NWS) connection type, and Authorship columns ((Created, Created By, Modified, Modified By) cannot be otherwise preserved, check the Automap Created/Modified Meta Info box.

 

Connection icon

This option:

§Is hidden for all connection types except NWS, and

§is generally used if the Extensions Web Service cannot be used, or if the Authorship columns cannot be preserved for some reason.

For more information on this option, see Preserving Automap Authorship Columns.

7.If you initiated the migration from the folder or item level and want to map source columns to different target columns:

a)Check the Map list item data to different columns box.

b)Click the […] button to display the Column Mapping dialog.

c)Follow the procedure for Mapping Columns.

8.Once the source and target side columns have been selected, click Map. These columns will now be mapped to each other, and the mapping will populate in the bottom window.

9.When you have finished mapping columns, click [OK].

10.If you are using Advanced mode and you want to migrate content for source users that do not exist on the target:

a)Check the Map missing users to: box.

b)Enter the full account name of the user you want to map to.

NOTES:  

§If you are using Simplified mode, this option is located in the in the Migration Options - Site Element Options section.

§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.

EXCEPTION:  If you are migrating between two domains with the same name, users will be mapped automatically during the migration.  See Auto User Mappings for current restrictions

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

§If Database writing is enabled and you want to write any source users that do not exist on the target directly into the target side Active Directory (AD), check the Allow copying of deleted Active Directory users box.

WARNING:  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.

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

NOTE:  If you are using Simplified mode and want to map users, click the [Open Global Mappings] button and continue with the procedure for User Mappings.  (User mapping is the only available option via Simplified mode.)

Mapping Columns

You can  map columns from the source connection into separate columns on the target when migrating content into a SharePoint target when you select Map list item data to different columns and click the [...] button from the Mapping Options tab.

NOTES:  

·This option is only available when migrating folders or items from the source into an existing list or document library on the target.  If migrating a site or list, this option will not be available.

·Currently, Metalogix Content Matrix supports mapping of single column at the source to a single Managed Metadata column at the target. Mapping the same source column to multiple Managed Metadata columns at the target may cause problems.

To map columns:

1.Use the information in the following table to determine the appropriate action to take.

NOTE:  You can Filter items in each window to narrow displayed lists.

If you want to ...

Then...

manually map each individual source column to a target SharePoint column

·From the left (source) window, select the Item that you want to map.

·From the right (target) window, select an available Item.

·Click the Map icon.

create a new column on the target for any columns that are selected on the source side

·From the left (source) window, select the Item that you want to map.

·Click the Target icon to display the New Mapping Target dialog.

·Enter a Column Name.

·If you want the column to be created as a site column, check the Create as Site Column, , and choose a column type from the Group drop-down.

·If you want to add the column to a content type that exists on the target:

§check the Add to content type scoped at target site box

AND

§select the content type to which you want to add the column from the Type drop down.

The mappings you create will display in the bottom window.  (Note that you can also Unmap individually-selected mappings in the bottom window or Clear all mappings from the bottom window.)

2.Click [OK] once all desired mappings have been made and return to the Configuration Options dialog.

Global Mappings

When you click [Open Global Mappings] (from the Simplified mode Migration Options - Site Element Options section or [Edit Global Mappings] (from the Advanced mode Mapping Options tab), the Specify Global Mappings dialog displays, allowing you to  set:

·User Mappings

·Domain Mappings

·URL Mappings

·GUID Mappings

NOTES:  

·If you are using Simplified mode, User Mappings is the only available option via the interface.  However, all types of mappings can be imported from xml.

·Global Mapping can also be performed as a separate action.  

User Mappings

During a migration, user mappings are carried out in the following order of precedence:

A.Explicit mapping

B.Domain Mapping

C.Auto mapping

D.Mapping missing users

E.Mapping to logged-in user

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