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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

Converting Un-Ghosted Pages into Ghosted Pages in a Migration

When migrating between the same version of SharePoint, the Reattach Publishing Page Layouts option on the Configure Copy Options – List Content Options tab allows you to convert un-ghosted pages back into ghosted pages, When selected, un-ghosted pages will be reattached to their page layout, and become ghosted again.

NOTE:  When you copy un-ghosted pages between different version of SharePoint, this option is disabled because the conversion is done automatically.

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.

How Records Centers are Migrated to SharePoint Online Using the Import Pipeline

A Records Center is an Enterprise SharePoint site with a number of specialized components and settings.  A Records Center can be migrated either to a Records Center on the target, or to a Classic Team Site with Record Center features activated.

IMPORTANT:  Currently, Content Matrix cannot migrate from a source Team Site to a Records Center on the target using Azure.


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This functionality has been verified for SharePoint 2010 and 2013 source environments using an Object Model (OM) source connection, either local or remote (through the Metalogix Extensions Web Service (MEWS).


When migrating a Records Center to SharePoint Online using the Import Pipeline, Content Matrix preserves the following on the target:

·Content Organizer Settings

·Site and list level Record Declaration Settings

·The following library and folder level Content type-based Based Retention Policy actions:

§Move to Recycle Bin

§Remove all previous versions

§Permanently Delete

§Skip to Next Stage

·Record, hold, exemption status and retention stages

NOTE: You cannot preform an incremental migration for items that have already been declared records or placed on hold on the target.

Current Limitations

Currently, Content Matrix does not migrate the following to SharePoint Online using the Import Pipeline:

·Complex retention actions and custom formulas ( for example, Send to Another Location, custom formulas, start a workflow).

·Retention formulas/stages defined on custom list items

·Record, hold, exemption status and retention stages for custom lists or any list with custom list as base type

·Metadata for items that must be migrated via CSOM (such as Aspx files, InfoPath forms, and large files).

In addition, you cannot currently preform an incremental migration for items that have already been declared records or placed on hold on the target.

How Document Sets are Migrated

When migrating from SharePoint 2010 or later, as long as the Copy List Items and Documents option is selected, Metalogix Content Matrix will automatically copy existing Document Sets.  You also have the option of copying snapshots (versions) of both the Document Sets themselves and the files stored within them.

Note that you can also configure copying options to apply new Document Sets to libraries, lists, folders, and documents as part of a migration.

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When a CSOM target connection is used, Document Set version history migration does not preserve associated managed metadata, users and groups, or lookup fields.  These limitations do not apply, however, when an Object Model target connection is used.

How Navigation is Migrated

Metalogix Content Matrix can copy the navigation settings of a site as a part of a site migration or as a separate action. This includes the quick launch navigation (left-hand navigation) and the global navigation (top bar navigation). Navigation migration can be performed at the site, site collection, and MySite levels.

Metalogix Content Matrix can migrate the navigation settings, and node structure for the global and quick launch navigation. This includes preservation of any navigation that has been modified on the source, or doesn't inherit navigation from its parent site. The main restriction on navigation copying is that the site structure on the target side must be the same as the source side, in order for everything to be preserved. In cases where there has been some restructuring or if some of the endpoints for the navigation have not been migrated, these navigation links will not be created on the target, because there is nothing for the navigation to add (point at).

There are some basic limitations when migrating navigation:

·To be correctly migrated, the navigation content must exist on the target SharePoint side, in the same structure as it exists on the source. This means that in order for a site, list, or library's navigation listings to be migrated correctly to the target, the site, list, or library the navigation is pointing to must exist on the target SharePoint server. If not, the navigation item will not be migrated.

·When migrating navigation as a part of a site copy, Link Correction will be enabled by default. Specifically, the Enable Link Correction option will be enabled and grayed out, forcing link correction to be run. This is because Link Correction helps Metalogix Content Matrix correct and update any of the navigation links to point to the new correct target location. Without Link Correction being checked the navigation would not be able to correct the navigation links with the new data, which would result in the navigation failing to copy, or for the navigation to copy incorrectly.

·When migrating from a SharePoint 2013 source, if the Managed Navigation option is selected for either the global or quick launch navigation settings, Metalogix Content Matrix will migrate it as a Structural Navigation setting. This should still produce results that are similar to the source, but it will be listed under the Structural Navigation setting instead.

·Currently, if you are using the Office 365 OAuth with MFA Authentication, Navigation Links and Headings: Quick launch navigation (left-hand navigation) and the global navigation (top bar navigation) cannot be migrated and these options will be disabled.  You can, however migrate Tree View settings using this authentication type.

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