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Metalogix Content Matrix 9.1 - 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 Azure/SPO Containers Preparing for a Migration How Content Matrix Handles Various SharePoint Components
How Master Pages are Migrated How List Template Galleries Are Migrated How Content Types are Migrated Document and Item Version Limitations How Ghosted and Un-Ghosted Pages are Migrated How Records Centers are Migrated to SharePoint Online Using Azure How Document Sets are Migrated How Navigation is Migrated How MySites are Migrated How "Share With" Metadata is Migrated to SharePoint Online Using Azure How Web Parts are Migrated How Site Themes are Preserved How SharePoint 2003 Portal Listings are Migrated How Site Features Are Migrated How Managed Metadata, Terms, and Term Stores are Migrated How Users and Permissions are Migrated How BCS/BDC Data is Migrated How OneNote Notebooks are Migrated How Customized Form Pages are Migrated How InfoPath Forms are Migrated How Nintex Forms are Migrated How Workflows are Migrated How Link Correction Works
Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Copying SharePoint Objects as a Separate Action Self-Service Migration Incremental Migration 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 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 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 Azure Custom Lists with Versioning Enabled Not Being Migrated When Using Azure 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
About Us

Introduction

Whether you are migrating between SharePoint servers, upgrading from one version of SharePoint to another, migrating to Office 365, or simply reorganizing your SharePoint content, Metalogix Content Matrix Console is an easy to use, convenient way of moving SharePoint data. With its familiar copy-and-paste style user interface, SharePoint content can be quickly migrated between servers, while preserving valuable associated metadata.

Intro_SP

Supported Source Systems

The following source systems are supported in Metalogix Content Matrix Console:
 

·SharePoint Portal Server (SPS) 2003

·Windows SharePoint Services (WSS 2.0 and 3.0)

·Microsoft Office SharePoint Server (MOSS) 2007

·SharePoint 2010 (Foundation and Server)

·SharePoint 2013 (Foundation and Server)

·SharePoint 2016

·Microsoft Office 365

NOTE:  SPS 2003 and WSS 2.0 are read/copy-only source servers, and Metalogix Content Matrix is not able to migrate content into these servers.

 

Supported Target Systems

You can migrate into a target version of SharePoint that is the same or later than the version of SharePoint on the source.

EXCEPTION:  Migration from a later version of SharePoint to an earlier version is supported for documents and list items only.

The following target systems are supported in Metalogix Content Matrix Console:

·Windows SharePoint Services (WSS) 3.0

·Microsoft Office SharePoint Server (MOSS) 2007

·SharePoint 2010 (Foundation and Server)

·SharePoint 2013 (Foundation and Server)

·SharePoint 2016

·SharePoint 2019

·Microsoft Office 365

·Windows File Shares (Local or Networked drives) - Document off-loading only

·Mapped network drives - Document off-loading only

Key Features

There are many advantages to using Metalogix Content Matrix Console, including the following:
 

Ease of use

Similar to the Windows File Explorer, Metalogix Content Matrix Console has a familiar, tree-based copy-and-paste style user interface.
 
Migration list types

Document libraries, issues, tasks, contacts, announcements, discussions, and custom lists can all be migrated, while preserving views, metadata, and user-edit information.
 
Valuable data retention

All version chains, metadata, user-edit information, and most views can be preserved.
 

Multiple site connections

Connect to multiple SharePoint sites, across any number of servers, for easy consolidation or distribution of your SharePoint data.
 

Working remotely

Do all the heavy lifting for your SharePoint migration from the convenience of your own machine. Metalogix Content Matrix Console connects to any SharePoint site that you can access with your browser, even those outside your organization's intranet.
 

Batch work

Multiple list migration operations can be batched up for convenience, and re-run at any time. Run your migrations at night and view the results/logs in the morning.
 

Compliance

All migration activity is done through the supported SharePoint APIs. There are no unsupported, direct writes to the SharePoint database.
 
PowerShell functionality

PowerShell functionality is incorporated into the Metalogix Content Matrix User Interface (UI), and any action in the UI can also be performed with PowerShell. Cmdlets are also included, so scripts can be manually created and run.

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