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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

Deploying Nintex Apps to SharePoint Online

Before you can migrate Nintex workflows (and forms) to SharePoint online you must deploy them to your SharePoint Online tenant to make it available to specified site collections, as described below.

To deploy Nintex apps to SharePoint Online:

1.Sign into your tenant's SharePoint Admin Center using an account that is a Global Administrator.

2.From the left navigation bar, select More Features.

3.Under Apps, click [Open].

4.Select App Catalog.

NOTE:  If the App Catalog site does not open, select Create a new app catalog site, and then click [OK].  On the Create App Catalog Site Collection page, enter the required info, and then click [OK].

5.If you do not have Nintex Workflows for O365 or Nintex Forms for O365 as part of your Site Contents, then select Add an App and install the application(s).

NOTE:  Make sure you are in classic view in order to perform the deployment, as deployment cannot be done in modern view.

SharePoint Classic View Option

6.On the Site Contents page, Select the ellipses (...) next to the installed Nintex application, and click on Deployment.

7.On the Manage App Deployments page, enter the site collection URL or select one from the list available, select and add the managed paths to deploy to, and select and add the templates to deploy to.

Create App Catalog

8.Click [OK] to apply your selections.

9.When asked whether you trust workflow0365.nintex.com click Trust It. This will start the actual deployment.

NOTE: Microsoft is now deploying the Nintex app to your tenant. It may take from a minute to hour(s) depending on the complexity of your site collection structure. Please verify your site collection for Nintex apps before starting a migration.

Additional Considerations for Nintex Forms

Nintex forms can be migrated:

·from SharePoint 2010 to SharePoint 2016, 2019, or SharePoint Online

·from SharePoint 2013 to SharePoint 2013, 2016, 2019, or SharePoint Online

·from SharePoint 2016 to SharePoint 2016, 2019, or SharePoint Online

NOTE:  Currently, Content Matrix supports the migration of Nintex Classic (not Responsive) forms.

 

Connection icon

The migration of Nintex forms is supported for Object Model (OM) on premises source and target connections, either local or remote (through the Metalogix Extensions Web Service (MEWS)).  

Even if you elect to Use Import Pipeline to migrate to SPO, Nintex forms will be migrated to the target using CSOM.

Prerequisites

·For migrations to be published on a SharePoint on premises target, the SharePoint features Nintex Forms Prerequisites and Nintex Forms for SharePoint List Forms must be activated.

·For Nintex forms to be published on an SPO target, the Nintex Forms for Office 365 app must be deployed.

If prerequisites are not met before migration, the forms will need to be published manually after the features or app is installed on the target.  

Current Limitations

·Nintex forms cannot be migrated from a SharePoint 2019 source, even if the target is also SharePoint 2019.

·Nintex forms with Managed Metadata controls cannot be migrated to a SharePoint on premises target.

·Nintex forms do not migrate for default content types of Asset Libraries.

How Link Correction Works

Metalogix Content Matrix can correct links as a part of a migration. Link correction can only be done at the time of migration, and links will only be corrected for sites, lists, pages, and web parts within the scope of the migration. Any links within documents or files will not be corrected.

If the link that is being corrected is a relative link, Metalogix Content Matrix will try to correct it as a relative link, and if it is an absolute link, then it will be corrected as an absolute link.

Each time a copy operation runs a central repository is created for link correction, and is populated with a list of link mappings. These mappings are found and determined based on the actions that are performed. If a site copy is performed, link mappings relevant to that site copy will be created and placed into the repository. If lists are included in this copy, then Metalogix Content Matrix will also include list link mappings in the repository. Links will be identified on a case by case basis.

Any link correction that is done will access this repository set of link mappings, when correcting URL or HTML links.

Metalogix Content Matrix gathers the link mappings at the start of each migration (copy) action, as soon as we know they might be needed. It then adds them to the central repository. For example, if a site is copied, then the link mappings for the site are added to the repository. Then when a list or web part is copied the link mappings specific for the copying of that object are added to the repository as well.

When a link is corrected, Metalogix Content Matrix will check to see if that link is in the list of mappings in the central repository. If the link is found it will be corrected according to the mapping that exists for it. If the link is not found the last element of the link will be cut off to see if the shorter link address is in the mappings. This will continue on until all of the link's elements have been removed. Any time a link element is removed the Metalogix Content Matrix will keep track of it, and then append all the removed elements on to the end of a link once a suitable mapping from the repository is found. If one of these higher level mappings is found, then use that mapping, and append all of the cut elements on to the end. If the last element is cut off and no mapping has been found, the link correction will stop, and fail.

Link Correction Examples

Example 1

If a link reads as Sales/FactsAndFigures/Output/default.aspx, and Metalogix Content Matrix cannot find this link in the central repository, then it will cut off the last portion of the URL and try again. If the remaining portion of the URL doesn't work Metalogix Content Matrix will try cutting off another element, and will continue to try until all the elements of the link have been cut off. So link correction will step though the link URL in the following steps:

Sales/FactsAndFigures/Output/default.aspx

Sales/FactsAndFigures/Output

Sales/FactsAndFigures

Sales

Stop

Example 2

A link on the source side is pointing to "TargetSales/Figures/Output/default.aspx" and this link is on a page that is being migrated to "Sales/FactsAndFigures/Output/default.aspx," and Metalogix Content Matrix only has a mapping in the link mapping repository for "TargetSales/Figures" mapped to "Sales/FactsAndFigures." When link correction is run it will look for a mapping for "TargetSales/Figures/Output/default.aspx" to be mapped to "Sales/FactsAndFigures/Output/default.aspx" but will not find any mapping. Metalogix Content Matrix will then cut off "default.aspx" and look for a mapping to "Sales/FactsAndFigures/Output/." Again, no mapping for this exists, so the next element ("Output") will be cut off and "Sales/FactsAndFigures" will be looked for. This time a mapping will be found, and the link will update with this URL. Because Metalogix Content Matrix keeps track of the elements that it cuts off, it can then append these to the end. So "Sales/FactsAndFigures" will have the cut elements "/Output/default.aspx" appended to the end, for a final corrected link of "Sales/FactsAndFigures/Output/default.aspx."

Initiating a Migration

From the Metalogix Content Matrix Explorer View, you can "copy" an object from the source connection then "paste" it to the appropriate location on the target connection.  You will then be prompted to configure Copy Options.

Before you initiate a migration, it is strongly recommended that you review How Metalogix Content Matrix Handles Various SharePoint Components.  

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