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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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Actions That Can Be Disabled

Many of the SharePoint related actions available in the Metalogix Content Matrix Console can be disabled on the server side. The table below lists the complete set of client actions that can be disabled from the server and provides the format of the action name required in the DisabledActions section of the ServerAdapaterCongifuration.xml file.

NOTE: When an action that is available via the client UI is disabled on the server, it will be visible in client menus but disabled.

Action

Configuration File Format

Change Global Navigation Settings

Metalogix.SharePoint.Actions.Administration.ChangeGlobalNavigationAction

Change Quick Launch

Metalogix.SharePoint.Actions.Administration.ChangeQuickLaunchAction

Create Folder

Metalogix.SharePoint.Actions.Administration.CreateFolderAction

Create List

Metalogix.SharePoint.Actions.Administration.CreateListAction

Create List From XML

Metalogix.SharePoint.Actions.Administration.CreateListFromXMLAction

Create Site

Metalogix.SharePoint.Actions.Administration.CreateSiteAction

Create Site Collection

Metalogix.SharePoint.Actions.Administration.CreateSiteCollection

Create Site Collection in Self-Service Mode

Metalogix.SharePoint.Actions.Administration.CreateSiteCollectionSelfServiceMode

Delete Discussion Item

Metalogix.SharePoint.Actions.Administration.DeleteDiscussionItem

Delete Item

Metalogix.SharePoint.Actions.Administration.DeleteFolder

Delete List

Metalogix.SharePoint.Actions.Administration.DeleteItem

Delete Site

Metalogix.SharePoint.Actions.Administration.DeleteList

Delete Site Collection

Metalogix.SharePoint.Actions.Administration.DeleteSite

Export Doc Items

Metalogix.SharePoint.Actions.Administration.DeleteSiteCollection

Publish Documents and Pages

Metalogix.SharePoint.Actions.Administration.PublishDocumentsandPagesAction

Update Site Collection Settings

Metalogix.SharePoint.Actions.Administration.UpdateSiteCollectionSettingsAction

Add Role Assignments

Metalogix.SharePoint.Actions.Migration.AddRoleAssignmentsAction

Copy Folder Permissions

Metalogix.SharePoint.Actions.Migration.CopyFolderPermissions

Copy Item Alerts

Metalogix.SharePoint.Actions.Migration.CopyItemAlertsAction

Copy List Alerts

Metalogix.SharePoint.Actions.Migration.CopyListAlertsAction

Copy List Permissions

Metalogix.SharePoint.Actions.Migration.CopyListPermissions

Copy List Role Assignments

Metalogix.SharePoint.Actions.Migration.CopyListRoleAssignments

Paste Web Parts

Metalogix.SharePoint.Actions.Migration.CopyWebPartsAction

Paste Master Page Gallery

Metalogix.SharePoint.Actions.Migration.CopyMasterPageGalleryAction

Paste Content Types

Metalogix.SharePoint.Actions.Migration.CopySiteContentTypesAction

Paste All Subsites

Metalogix.SharePoint.Actions.Migration.CopySubSitesAction

Copy Web Alerts

Metalogix.SharePoint.Actions.Migration.CopyWebAlertsAction

Copy Web Permissions

Metalogix.SharePoint.Actions.Migration.CopyWebPermissions

Paste Workflow Associations

Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction

Paste All List Items

Metalogix.SharePoint.Actions.Migration.PasteAllListItemsAction

Paste All List Items into Items View

Metalogix.SharePoint.Actions.Migration.PasteAllListItemsIntoItemsViewAction

Paste Audiences

Metalogix.SharePoint.Actions.Migration.PasteAudiencesAction

Paste Default Web Part Page

Metalogix.SharePoint.Actions.Migration.PasteDefaultWebPartPageAction

Paste Duplicate List

Metalogix.SharePoint.Actions.Migration.PasteDuplicateListAction

Paste Duplicate Site

Metalogix.SharePoint.Actions.Migration.PasteDuplicateSiteAction

Paste Folder

Metalogix.SharePoint.Actions.Migration.PasteFolderAction

Paste List

Metalogix.SharePoint.Actions.Migration.PasteListAction

Paste List as Folder

Metalogix.SharePoint.Actions.Migration.PasteListAsFolderAction

Paste List Email Notifications

Metalogix.SharePoint.Actions.Migration.PasteListEmailNotificationAction

Paste List Item

Metalogix.SharePoint.Actions.Migration.PasteListItemAction

Paste List Item into Items View

Metalogix.SharePoint.Actions.Migration.PasteListItemIntoItemsViewAction

Paste My Sites

Metalogix.SharePoint.Actions.Migration.PasteMySitesAction

Paste Navigation

Metalogix.SharePoint.Actions.Migration.PasteNavigationAction

Paste Roles

Metalogix.SharePoint.Actions.Migration.PasteRolesAction

Paste Site

Metalogix.SharePoint.Actions.Migration.PasteSiteAction

Paste Site Collection

Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction

Paste Site Collection in Self Service Mode

Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionSelfServiceAction

Paste Site Content

Metalogix.SharePoint.Actions.Migration.PasteSiteContentAction

Paste Site Lists

Metalogix.SharePoint.Actions.Migration.PasteSiteLists

Remove Role Assignments

Metalogix.SharePoint.Actions.Migration.RemoveRoleAssignmentAction

Event Suppression

Metalogix.SharePoint.Actions.Migration.SuppressEvents

Note that many of the above listed actions are used by other actions. When a given action is enabled, but one or more of its sub-action is disabled, the sub-actions will not run. When a user attempts to run an action for which sub-actions are disabled, they will be notified with a dialog similar to the following:

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Configuration Variable Files

Metalogix Content Matrix uses a set of configuration variable files behind the scenes to help set and manage settings for all of the Metalogix Content Matrix Editions. This section explains what the configuration variable files are, their general behavior, and where to find them.

In older versions of Metalogix Content Matrix Console (V.6.0.0.1 and earlier, including the Migration Manager for SharePoint V3, V4, and V5 framework) the configuration variable files that were used for each user account and product Edition were contained in the EnvironmentSettings.xml file under each user's Profile.

Since then, Environmental Settings have been broken down into the following three files:

·EnvironmentSettings.xml

·UserSettings.xml

·ApplicationSettings.xml

These files are saved in different system locations and contain different settings, which allows some of the environmental settings to be configured for all users and Product Editions. Some settings can be configured for all Product Editions for a single user account, while other settings are limited to individual Product Editions.

NOTE: If the previous incarnation of the EnvironmentSettings.xml file still exists in the old folder location (<Drive>:\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - <Product> Edition), the values for the settings will be pulled from this file into the three new configuration variable files.

Any settings that are configured in multiple files will be scoped to the lowest level (either in the "UserSettings.xml" file or the "ApplicationSettings.xml" file), including values that are pulled from the old EnvironmentSettings.xml file.

IMPORTANT:  Make sure the Content Matrix Console is closed when making updates to configuration variable files.

EnvironmentSettings.xml File

This file allows users to configure general settings for all Product Editions and all users. This means that these settings only need to be set in a single file, and they will be configured for all user accounts and all Product Editions on the installed machine. The location of this file depends on the version of Windows:

·Microsoft Vista/Windows 7/Windows 8/Windows 10 based systems:
<Drive>:\ProgramData\Metalogix

·Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP):
<Drive>:\Documents and Settings\All Users\Application Data\Metalogix

UserSettings.xml File

This file allows users to configure general settings for all Product Editions for a specific user account (the logged in account). This means that these settings will be configured for all Product Editions, but only for the current user account. If another user would like to configure these same settings to work for them, they must be configured manually under the appropriate user account. The location of this file depends on the version of Windows:

·Microsoft Vista/Windows 7/Windows 8/Windows 10 based systems
<Drive>:\Users\<USER>\AppData\Roaming\Metalogix

·Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP)
<Drive>:\Documents and Settings\<USER>\Application Data\Application Data\Metalogix

ApplicationSettings.xml File

This file allows users to configure settings that are limited to the specific Product Edition of Metalogix Content Matrix Console, for a specific user account (the logged in account). This means that each Product Edition, for every user account, must be configuredindividually. While the "ApplicationSettings.xml" file for each Product Edition can contain some of the same settings, there are some settings that are Edition specific (for example, some settings may only work for eRoom Edition, so they will only be available in eRoom Edition). Any settings that are replicated through various version of the file will only be applied to the specific Edition.

For example, the "AllowCheckResults" setting is available in every "ApplicationSettings.xml" file, but it must be set on an individual Product Edition basis. Setting it for File Share Edition will not configure it for eRoom Edition. The location of this file depends on the version of Windows:

·Microsoft Vista/Windows 7/Windows 8/Windows 10 based systems
<Drive>:\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - <Product> Edition

·Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP)
<Drive>:\Documents and Settings\<USER>\Application Data\Application Data\Metalogix\Metalogix Content Matrix Console - <Product> Edition

Client Side Configuration

For an individual Metalogix Content Matrix Console instance, you can Change the Managed Metadata Migration Batch Size, Configure Metabase Settings and/or Configure Azure SPO Pipeline Settings.

Changing the Managed Metadata Migration Batch Size

In order to better handle operations that include the migration of Managed Metadata having a very large number of terms or keywords, Metalogix Content Matrix separates migration operations into batches. This helps prevent timeouts during migration operations.

The default batch size is 50 terms, but this value can be changed through a parameter in the EnvironmentSettings.xml file.

To change the Managed Metadata Migration Batch Size:

In the EnvironmentSettings.xml file, navigate to the MMDTermsBatchSize entry and change its value to the desired batch size. The value must be a positive integer.

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