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Metalogix Content Matrix 9.2 - SharePoint Edition User Guide

Introduction Entering the License Key Metalogix Content Matrix Console End User Interface Enabling Advanced Mode Connecting to SharePoint Migrating to SharePoint Online Using the Import Pipeline Preparing for a Migration How Content Matrix Handles Various SharePoint Components
How Team Sites are Migrated to SharePoint Online and SharePoint 2019 How Master Pages are Migrated How List Template Galleries Are Migrated How Content Types are Migrated Document Version and Checked Out File Limitations How Ghosted and Un-Ghosted Pages are Migrated How Records Centers are Migrated to SharePoint Online Using the Import Pipeline How Document Sets are Migrated How Navigation is Migrated How MySites are Migrated How Managed Metadata, Terms, and Term Stores are Migrated How "Share With" Metadata is Migrated to SharePoint Online Using the Import Pipeline How Web Parts are Migrated How Site Themes are Preserved How Site Features 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 SharePoint Workflows are Migrated How Nintex Workflows and Forms are Migrated How Link Correction Works
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action 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 Migration Frequently Asked Questions About Us

How List Template Galleries Are Migrated

Metalogix Content Matrix lets you copy the List Template Gallery from a source SharePoint Site Collection to a target SharePoint Site Collection.

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In order for the List Template gallery to be migrated, you must have an Object Model (OM) connection (through either a Local or Remote Metalogix Extensions Web Service (MEWS)) on both the source and target environments for SharePoint .

 

The List Template Gallery can be migrated as part of a Site Collection copy (when copy a Site Collection and pasting as a Site Collection), or it can be copied as a separate action. Any list templates that are copied from the source will overwrite any list templates on the target that have the same name. If the file names are different, then the list templates will be added to the existing List Template Gallery.

For example, if there are two templates on the target named "Template A" and "Template B", and these are migrated to the target where there are also two templates, which are named "Template B" and "Template C" then only "Template B" will be over written. In this case "Template A" will be copied to the target, and since there is no existing file with the same name it will be added without overwriting any other files. Since there was no file with the "Template C" name that was migrated to the target, the "Template C" file will also exist (as is) on the target. However, since both the source and the target have a file with the "Template B" name, the "Template B" file on the target will be overwritten by the one from the source. The end result is that three files will now exist on the target: Template A, Template B (which is a copy of the source version of the file), and Template C.

How Content Types are Migrated

Metalogix Content Matrix can migrate content types at the site level. Copying of content types can be done as part of a normal site level copy, or they can be copied separately (at the site level) using the context (right-click) menu.

When Metalogix Content Matrix copies over content types they will be copied to the target site with the same name and fields that they had on the source. All content types that are available within the scope of the migration will be copied. In other words, all content types within the selected source site, as well as all the content types that exist within any sub-sites, will be copied. Metalogix Content Matrix will also copy any content types that the source site inherits from its parent site. The copying of these inherited content types is done in order to maintain any dependencies that may exist.

For example, let's look at a scenario where you have a site (Site 1) that has a parent site (Site 0) and two child sites at the same level (Site 2-a and Site 2-b), and all of these sites have content types. In this example, if you select Site 1 and copy content types, when pasted Metalogix Content Matrix will copy over all the content types from Site 1, Site 2-a, and Site 2-b, and it will also copy over all of the content types from Site 0, in case there are any dependencies. If you select Site 2-a to copy from, then it will only copy over the content types from Site 2-a, Site 1, and Site 0 (again because of the inheritance). But the content types from Site 2-b would not be copied since it is outside the scope of the copy, and there is no inheritance. If Site 0 is selected, then Metalogix Content Matrix would copy over all the content types for all four sites.

Please see the following Microsoft article for more information on SharePoint content types and content type inheritance: https://support.office.com/en-us/article/use-content-types-to-manage-content-consistently-on-a-site-48512bcb-6527-480b-b096-c03b7ec1d978

Document Version and Checked Out File Limitations

At least one Approved version of a folder or file (that is, version 1.0 at a minimum) must have been published for it to be migrated. If only a Pending ("draft") version of a folder or file exists on the source, it will not be migrated to the target. As long as at least one Approved version exists, subsequent Pending versions will be migrated.

If a file on the source is currently checked out, the last checked in copy of the file will be migrated.  

If no checked in copy exists (which may be the case if the list's Versioning setting Require documents to be checked out before they can be edited? is set to Yes, then a file is uploaded but is never checked in), the file will not migrate.

How Ghosted and Un-Ghosted Pages are Migrated

Metalogix Content Matrix can migrate the following types of pages:

·Ghosted page - A page whose contents are not stored in the content database but are read from a site definition file; a page that has not been customized.  

NOTE:  When ghosted pages are migrated they will remain ghosted.

·Un-ghosted page - A page that has been modified from the site definition file, and whose contents are stored in the content database.  (These are also known as "customized" pages in Microsoft Office SharePoint Services (MOSS) 2007).

NOTES:  

§If un-ghosted pages are migrated between the same version of SharePoint, un-ghosted pages can have their customizations preserved, and be migrated as un-ghosted pages.  

§If un-ghosted pages are migrated between different versions of SharePoint, Metalogix Content Matrix is unable to retain the customizations needed for un-ghosted pages, and will reattach these pages to their page layouts. Once these pages have become ghosted, manual steps would have to be taken in order for them to become un-ghosted again.

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