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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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Modifying the SuppressEvents Property

When migrating SPD 2013 platform workflows, the SuppressEvents property must be set to False in order for workflows to be published after migration.

To modify the SuppressEvents Property:

1.Close the Metalogix Content Matrix Console, if it is not already closed.

2.Navigate to ServerAdapterConfig.xml (located by default in C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\ISAPI\ML) and open it in a text editor.

NOTE:: If the ...\ML folder does not exist, manually create the folder and create a text file inside it named ServerAdapterConfig.xml.

3.In ServerAdapterConfig.xml, copy and paste the following code:

<ServerAdapterConfig>

<SuppressEvents>False</SuppressEvents>

</ServerAdapterConfig>

4.Save and close ServerAdapterConfig.xml and reopen the Metalogix Content Matrix Console.

StoragePoint Options

If this option is selected, then during the migration, any documents and attachments are added directly through the StoragePoint API if an Endpoint Profile is configured, and the end reference will be added in SharePoint. This can potentially improve migration speed when migrating data that contains a large number of documents and/or attachments.

The StoragePoint options will only affect documents and attachments that are being migrated into SharePoint. Other content will not be affected.

IMPORTANT:  Currently, this tab will be disabled for SharePoint 2019 as it is currently not supported.  

Advanced Mode Icon These options are only available when Advanced Mode is enabled.

NOTE:  Shallow Copying Externalized Content No Longer Supported

As of the 7.3 release of Metalogix Content Matrix, shallow copying is no longer supported. This is because shallow copy migration actions could cause you to irretrievably lose data on your source environment. As a result, the Shallow Copy Externalized Data option has been removed from the StoragePoint Options tab of the configuration dialog, and only the Add documents directly to StoragePoint if an endpoint is configured and None options remain.

Note that any existing PowerShell scripts that have shallow copying selected will migrate the content normally, without shallow copying.

Prerequisites for Migrating StoragePoint Content

The option to use Metalogix Content Matrix to migrate StoragePoint data is available only as the following conditions are met:

·Metalogix Content Matrix detects that Metalogix StoragePoint version 5.1 or higher is installed on the target.

·The target farm does not use a CSOM Connection Type.

·An endpoint is configured.

See also What to Expect when Migrating with StoragePoint on the Target.

Storage Point Options

To configure StoragePoint options:

Select the Add documents directly to StoragePoint if an endpoint is configured radio button.

General Options

The General Options tab lets you specify a number of "other" migration options, such as link correction, logging, and email notifications.

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.

General Options

1.Complete the Correct Links (Enable Link Correction) options using the procedure for Enabling Link Correction.

2.If you are using Advanced mode and want more detailed logging for the migration action,check the Verbose box.

3.If you are using Advanced mode and want any items that are skipped within the migration to be fully logged within the migration job/log file, check the Log Skipped Items box.

4.If you are using Advanced mode and want Metalogix Content Matrix to forces the source side to do a Refresh of the selected node prior to any copy actions, make sure the Force Refresh Prior to Copy box is checked.

5.If you want an email notification to be sent out once a migration has been complete:

a)Select Send Email upon Job Completion (After Copy).

b)Click [...] to display the Send Email Configuration dialog.

c)Follow the procedure for Configuring Email Notification Settings.

6.If you are using Advanced mode and want Metalogix Content Matrix to ignore any item/document checkouts on the target and migrate content as if all documents are currently checked in, make sure the Override checkouts on target box is checked.

Enabling Link Correction

From the General Options tab, you can enable a variety of Link Correction options.

See also How Link Correction Works

Link Correction

To configure Link Correction options:

1.Use the information in the following table to determine the appropriate option to select for Link Correction Scope.

If you want to correct any links that are …

Then …

within the source site collection

·if you are using Simplified mode, select Within Site Collection Scope.

·if you are using Advanced mode, select Within the scope of the source site collection.

When you select this option, Metalogix Content Matrix will map any links it finds that point to the old site collection to the new site collection location.

For example, if a link is pointing to "http://OldServer/Sales/FactsAndFigures" on the source, and it is then corrected during migration, then this option will correct the link to point to http://NewServer/Sales/FactsAndFigures on the target. All links that point to the old site collection location, that are within the scope of the migration, will be corrected to point to the new site collection location after migration, even if the target for those links doesn't exist yet.

within the object(s) being copied

select Within the scope of the copy (only).

For example, if a list is migrated, then the links within that list will be corrected, but any links that point to the source site collection will not be corrected since that is beyond the scope of the migration. Any links that point to content at a higher level than the migration will not be corrected.

2.If you want Metalogix Content Matrix to parse through all the "text" type metadata columns (such as single line of text, multi-line, etc.) and run link correction on any absolute links (for example, "http://Quest/Production") that it finds:

§If you a re using Simplified mode, select Correct Links in Text Fields.

§If you are using Advanced mode, select Enable text field link correction.

NOTE:  When this option is selected:

§Metalogix Content Matrix will skip over any relative links (for example, "./Main/Quest/Production") in the text.

§Link correction is run on text columns only; not text within documents.

If this option is selected, it can significantly increase the amount of time it takes to run the Link Correction.  Metalogix Content Matrix must parse all the text values for the included "text" type field columns, and look for links within that content before it can check them. The amount of time taken will depend on the amount of data within the text columns.  

3.If you are renaming the object being migrated, and you want Metalogix Content Matrix to pre-populate the link correction list using the renaming scheme, so it can correctly apply link correction:

§if you are using Simplified mode, select Correct Links for Renamed Content.

§if you are using Advanced mode, select Comprehensive Link Correction.

NOTE:  This link correction option is only required when you are renaming an object.  When content is renamed in a migration, the basic link correction cannot always properly map the new links on the target side, especially for cases with a large amount of sub-content.

4.If  you are using Advanced mode and you want Metalogix Content Matrix to compare source and target objects:

§Check the Check Results box.

§Select a comparison Level from the drop-down:

§Moderate (the default value and recommended setting, especially if you are anticipating a number of differences)

OR

§Strict

NOTE:  These options will only be visible if they have been enabled.  See also Comparing SharePoint Objects.

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