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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

Limitation when Migrating Modified Permissions Levels

If you modify a built-in permissions level on the source and you are migrating permissions to a subsite using a CSOM connection on the target (which includes any SharePoint Online target connection), these modifications will not be reflected on the target site and the following message will be logged:

You cannot customize permission levels in a web site with inherited permission levels.

This issue will not occur:

·using  a local or remote Object Model (OM) target connection.


·when the target is a site collection, regardless of the connection type.

Migrating Access Request Settings

Access Request Settings is an option within a site's permissions that allows SharePoint to specify a specific user's (usually the site administrator's) email and/or contact information. This happens when another user is requesting authorization to access that site, and is done through a link on the site in question. When enabling this checkbox, you should take into account the following considerations:


Connection icon

The only supported target environment for this setting is SharePoint on-premesis 2013 or later, and the only supported for an Object Model (OM) connection (through either a Local or Remote Metalogix Extensions Web Service (MEWS) connection). CSOM connections are not supported.

·This setting is only supported when performing the following actions: Paste Site Collection, Paste Site as Subsite, and Paste Site Content > All Site Content. This option is not supported for any other migration actions.

·Allow access requests must be enabled in the Access Requests Settings options on the target.

·In order to manage email triggers, the following flags have been added to the product's ApplicationSettings.xml file: EnableAccessRequestItemsNotifications (set to 'False' by default) and NotificationEmailAddress (set to 'CM@CM.CM' by default). The following table describes what flag values to set to achieve the desired outcome:

Desired Outcome

EnableAccessRequestItemsNotifications setting

NotificationEmailAddress setting

An email is to be sent to the user whose email is specified in the Access Request Settings options on the target.


Any valid or invalid email address.

An email is to be sent to a different email address than the one specified in the Access Request Settings options on the target.


The email address of the intended recipient.

No notification emails are to be sent.


Any invalid email address (CM@CM.CM by default).

How BCS/BDC Data is Migrated

Metalogix Content Matrix can migrate content that is using Business Data Catalog (BDC) data or Business Connectivity Services (BCS) data. Both BDC and BCS data are connections to Line-Of-Business (LOB) content that is external to SharePoint. Metalogix Content Matrix does not migrate this external data itself, but migrates the references to it that exist within SharePoint.

BDC data connections are used in SharePoint 2007 (only in MOSS, WSS 3.0 does not support BDC) and are generally read only connections. BCS data connections are used in SharePoint 2010 and later and are generally read/write connections. For a more basic description of what BDC and BCS are, please see the following  MSDN articles:

For SharePoint 2010

For SharePoint 2013 and later

Prerequisites for Migrating BCS and BDC Data

In order for BDC or BCS data to be properly migrated:

·the Definition for the external data must be created on the target before migration.

·The name of the external content type on the target must match the external content type from the source, and there should be only one external content type with this name on the target (in SharePoint 2010 and later there can be multiple external content types with the same name, but with a different name space).

·The appropriate account (depending on the connection type used), must have access to the external system:

§For the Local OM (Object Model) connection, the migrating user account

§For all other connection types, the application pool user account

·The Business Data Connectivity Service must be enabled and started on the target server before migration. This can only be done through a manual process, since the external data cannot be connected to or modified by Metalogix Content Matrix.

This definition can be imported from SharePoint 2007, or it can be manually moved from SharePoint 2010 and later.  

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