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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

Additional Considerations for Nintex Workflows

When migrating Nintex workflows, additional considerations include:

·adding external connections to preserve Nintex Workflow database entries

·determining whether Nintex Features are activated before migrating to a SharePoint on premises target

·configuring a temporary storage location and deploying the Nintex Workflow app  when migrating to SharePoint Online (SPO).

Adding External Connections When Migrating Nintex Workflows

In Metalogix Content Matrix it is possible to add a connection to an external database to help with migration actions, such as migrating workflows. Currently this option is only available for Nintex Workflows databases, and is needed when preserving Nintex Workflow database entries, when migrating workflows. Normal SharePoint database connections are still made through the Connect to SharePoint Database connection option. After an External Database connection has been made, it can then be attached to a SharePoint site node in Metalogix Content Matrix.

To add an external database connection when migrating Nintex workflows:

1.In the ribbon toolbar choose Settings > Manage Nintex Workflow databases.

The Manage Nintex Workflow databases lists any existing external database.

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2.To add a new connection:

a)Click New.

b)Complete the Connect to SQL Server dialog as you would if you were Connecting to a SharePoint Database.

3.This opens a new Connect to SQL Server window. This connection is very similar to the Connect to SharePoint Database connection process. Enter the desired connection information.

Migrating Nintex Workflows to an On Premises Target

When migrating Nintex Workflows between SharePoint on premises site collections and sites, if Nintex Features are not activated on the target site collection, duplicate site columns may be created.  Therefore, when an option that includes the migration of Nintex workflows is enabled on the Configure Copying Options - Workflow Options tab, Metalogix Content Matrix will check to ensure that Nintex Features are activated on the target site collection(s).  If they are not activated, a warning message will display.  You have the following options:

·Activate the Nintex Features on the target before the migration.

·Exclude Nintex workflows from the migration.

·Proceed with the migration of Nintex workflows without the features activated on the target.  

NOTE:  If you chose this option, after migration you will need to activate Nintex Features on the target then fix any duplicate columns issues manually.

Migrating Nintex Workflows to SPO

Metalogix Content Matrix can facilitate the migration of Nintex sites and lists workflows to SharePoint Online. Individual sites and site content can be pasted with ease.

NOTE:  Currently, Metalogix Content Matrix does not support Nintex workflow migration if the migration was initiated at the list level.

Prerequisites

·Two configuration keys in ApplicationSettings.xml relate to Nintex workflow migration to SharePoint Online, namely:

§NintexWorkflowsTempStorage: The temporary local path where Nintex workflow-related files will be stored prior to being migrated to SharePoint Online. If the value of this key is not modified, the files will be stored in the default temp folder on the system.

§CleanupNintexWorkflowsTempStorage: The value of this key determines whether or not the temporary storage folder described above will be cleaned after the migration completes. The default setting for this key is True.

·The Nintex Workflows for O365 app must be deployed to target site collections prior to migration.  

IMPORTANT:  Because this app is deployed at the site collection level and must be present before workflows are migrated, it will be necessary to create first create the site collection on the target, deploy the Nintex app(s), then migrate the content (using the Paste Site Content option).

Supported Actions

For a list of supported Nintex actions available when migrating from SharePoint On-Premises to SharePoint Online, refer to Supported Nintex Actions for SPO Migration.

NOTE: If the workflow contains an action that is not supported, this unsupported action will be created as a comment in the migrated workflow. The comment will contain the name of this unsupported action.

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