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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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Copying Users Groups, and Permissions as a Separate Action

Whenever Metalogix Content Matrix runs a migration action it will always try to copy over any users and groups that are referenced in the metadata of files that are being migrated, users referenced in groups (if groups are being migrated), and users referenced in permissions (if permissions are being migrated).

Copying Users as a Separate Action

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

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

To copy users as a separate action:

1.In Explorer View, select the site from which you want to copy users.

2.Right-click, and choose Copy Site.

3.Select the target location, right-click and choose Paste Site Objects > Users.

Paste Users Menu Option

 

The Copy Users dialog displays with all of the domains and, when expanded, all of the users within those domains, that have been detected by Metalogix Content Matrix for the selected site.

4.Check the users that you want to copy.  (If you check a domain, all of the users within that domain will be copied.)

Copy Users Post Migration

Metalogix Content Matrix can copy users that have been deleted from AD. This option involves writing the users to the content database, and is not supported by Microsoft. For information about how to enable this feature please contact Quest Support.

Now you can save or run the action.

When the action starts, a Job log will be created. The logs can be viewed (in progress or after the action is finished) by clicking [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of completions, as well as any warnings or errors that may have been encountered (if there were any).

Copying SharePoint Groups as a Separate Action

During a part of any normal migration action, SharePoint groups will be copied automatically to the target side whenever they are referenced in the data that is being migrated. For example, if a group is referenced within some document's metadata, that group will be migrated to the target. Or if permissions are being migrated, and the groups is referenced, it will be copied.

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

Groups can also be migrated separately, however, at the site level or higher.

NOTE:  SharePoint groups are scoped at the site collection level.

To copy SharePoint groups as a separate action:

1.In the Explorer View, select the site that you want to copy groups from.

2.Right-click, and choose Copy Site.

3.Select target location to which you want to copy the groups.

4.Right-click and choose Paste Site Objects > Groups.

The Configure Group Copying Options dialog displays, with a list of all available SharePoint groups from the source and when expanded, the membership of those groups.

5.Complete the Group Options tab as follows:

a)Check the groups that you want to copy to the target.  (By default, all groups and members are selected.)

Configure Group Copying Options

6.If you want to migrate groups from the source to the target and map the groups by name instead of membership check the Map groups by name box.

7.If you checked Map groups by name and you also want to overwrite any groups on the target, or will append users into existing groups check the Overwrite existing groups box.

You can now save or run the action.

Copying Permissions as a Separate Action

Metalogix Content Matrix can copy permissions using the context (right-click) menu. Copying permissions using this method is different from copying them as part of a full migration in that th this method will only copy permissions to the selected target node.  

NOTE:  You would not use this method for pasting permissions if you wanted to paste permissions recursively in a selected node.

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

EXAMPLE 1:

If you want to copy the site level permissions for a source site, and paste them to a target site without copying any of the list, folder, or item level permissions for that site, this is the method use.

EXAMPLE 2:

If you want to paste permissions for a specific list or item, you can select the target node for that list/item and paste the permissions. Then the permissions would only be migrated to the list/item permissions for the selected target node would have the permissions pasted to it, and no other permissions under the selected node would be migrated.

To copy permissions as a separate action:

1.In Explorer View, select the object whose permissions you want to copy.

2.Right-click and choose Copy [Object].

3.Select the target object to which you want to copy the permissions.

4.Right-click and choose Paste Site Objects > Permissions.

5.Complete the Configure Permissions Copying Options - Permissions Options tab as you would if you were performing a full migration.

Congiruge Permissions Options Post Migration

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