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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

Migration Mode

Simplified UI   Advanced Migration Mode

To configure Migration Mode:

1.Select the mode that you want to use.  Use the information in the following table for guidance.

If …

Select …

·you are performing an initial copy or want a clean copy of the source to be migrated to the target.

AND/OR

·you want to overwrite any existing data on the target that matches migrated content

Full Copy.

NOTES:

·Comparing whether an object from the source matches an object on the target is usually performed by comparing the names of the objects. The only exception to this is that items in custom lists are matched by ID number (documents in document libraries are matched by file name).

·When this option is selected, the Preserve Item IDs option for items in lists (not libraries) is enabled. This is to ensure that the target has the exact same item IDs as the source so that the copy is a mirror of the source. This is required in order to perform incremental migrations later, since item ID values are used to match corresponding items on the source and target.

·you are performing an incremental migration

AND/OR

·you want to preserve (not overwrite) data on the target.

Incremental Copy.

NOTES:

·Only objects that do not yet exist on the target are copied.

EXCEPTION:  For lists and libraries that have versioning enabled, new versions will be copied from the source, while all versions that already exist on the target will be preserved.

·When this option is selected:

§the Preserve Item IDs option is enabled, and

§the Workflow Copy Options is disabled .(Incremental copies cannot be run on workflows.)

you want to choose which objects to preserve or overwrite on the target

Custom Copy.

2.If you selected Custom Copy as the migration mode, you can select the objects that you want to preserve, as well as individual settings that you want to update.  (By default, all options are set to Overwrite, as with a Full Copy.)

Migration Mode - Custom Copy

NOTE:  If you selected Full Copy or Incremental Copy, these options will be disabled.

If you want to …

Then …

·preserve existing sites, and

·(optionally) select specific site settings to be updated
(if newer on the source)

A.Choose Preserve Sites.

B.If you want to update individual site settings, select Update Sites  then, from the Update Existing Options dialog, select the settings you want to update (if newer on the source).  Options are:

§Update Core Metadata (such as  the "web" name, time zone settings, site descriptions, display name, etc

§Update Site Columns

§Update Content Types

§Update Site Navigation Settings

§Update Features

§Update Site Web Parts

§Update Permissions  (at the site-level)

§Update Permission Levels – If Update Permissions is selected, you can also choose to update any permissions levels  that exist on the sites

§Update Associated Group Settings - These are settings for the three basic groups that are associated with a site, the Owners, Members, and Visitors groups.

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·preserve existing list settings

AND

·(optionally) select specific list settings to update (if newer on the source)

A.Choose Preserve Lists.

B.If you want to update individual list settings, select Update Lists box then, from the Update List Options dialog, select the elements you want to update (if it is newer on the source).  Options are:

§Update Core Metadata (including list description, title, etc).

§Update Fields – (including settings for columns/fields that are within the lists, but not the values for data within those fields)

§Update Views - When selected, this  option will only update the views for lists and libraries that are within the scope of the migration. This will check to see is any views have been edited or added to the lists within the migration, and adds any new or modified views that it finds. This will not migrate any "Personal" views.

§Update Content Types at the list level

§Update Permissions  at the list level

C.Check modified dates for Lists - update the list metadata if the value on the source is greater than the value on the target.

When selected, this option will check the Modified Date for a SharePoint list, and will only update the list metadata if the value on the source is greater then the value on the target.

 

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This option is available only if you have  already chosen to Preserve Existing Sites.

·preserve existing list item settings

AND

·(optionally) select specific list item settings to update (if newer on the source)

A.Choose Preserve List Items.

B.If you want to update individual list item settings, select Update List Items box then, from the Update Items/Documents Options dialog, select the settings you want to update.  Options are:

§Update Core metadata  (including the Authorship fields)

§Update Permissions – When selected, this  option will only update the item level permissions, within the scope of the migration.

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This option is available only if you have  already chosen to Preserve Existing Lists.

·delete any items on the target that have since been deleted on the source
(using  item/document ID comparison)

Select Migrate Item Deletions Only.  

(If this option is not selected―which is the behavior for all other Migration Modes―and a file has been deleted from the source, Metalogix Content Matrix will not delete those files from the target.)

 

NOTE:  This option:

·is available only if you chose to Preserve List Items

AND

·is not available for a SharePoint CSOM (Client Side Object Model) connection to a target environment.

Site Collection Options

If you initiated a site collection level migration, select the Site Collection Options tab (in Simplified mode, Migration Options > Site Collection Options section) and specify the options described below.

 

Connection icon

Site Collections can only be pasted to a Web App or Farm connection type, using an Object Model (OM) level connection (through the use of a local or Extensions Web Service connection). A similar (but slightly limited) set of Site Collection options is also available for migrating to O365 environments, when an Office 365 Tenant connection is used.

 

Simplified UI icon

Unless otherwise noted, if you are using Simplified mode and an option is not available for selection, the default value that displays in Advanced mode will automatically be applied.  If you want to change the value of the option, click [Advanced Mode] and switch to the Advanced mode interface.

Site Collection Options

Site Collection Options SIMPLIFIED

To configure Site Collection Options:

1.Use the information in the following table to determine the appropriate action to take.

If your target environment is ….

Then …

On premises

select the Web Application into which you want to migrate the site collection from the drop-down.

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Office 365

For Web Application, select the appropriate URL from the drop-down:

 

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2.If different from the default, select an available Language from the drop-down.

NOTE:  If you are using Simplified mode, the primary language of the target SharePoint site will be applied.

3.If different from the default (the template used on the source), select a Site Collection Template from the drop-down.

NOTE:  For SharePoint Online and SharePoint 2019 targets, you also have the option to Automatically upgrade Classic Team Sites (STS#0) to Modern Team sites (STS#3).  

Site Options Upgrade to STS3

See How Team Sites are Migrated to SharePoint Online and SharePoint 2019 for a complete explanation of this option.

4.If you are migrating from a SharePoint 2010 source to a SharePoint 2013 On Premises target, choose the Experience Version (2013 or 2010) from the drop-down.

NOTE:  This option is only visible when you are migrating from SharePoint 2010 to 2013.

5.If you are using Advanced mode for an On Premises target:  If the Web Application into which you are migrating the Site Collection has more than one Content Database and you would like to specify the one you want to use, select it from the drop-down.

6.Use the information in the following table to determine the appropriate action to take.

If you want to use …

Then …

a Host Header for your Site Collection URL

 

(Using Advanced Mode for On Premises target installations only)

·check the Host Header box, and

·enter the host name in the Site URL field.

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a path-based URL for your site collection

select the appropriate managed path and enter the URL name in the Site URL field.

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7.Use the information in the following table to determine the appropriate action to take.

If your target environment is ….

Then …

On premises

·If different from the default (the migrating account), enter the user account that will be the Primary Administrator for the new Site Collection.

The migrating account should be set as the Primary (or Secondary) Administrator to help ensure that the account can access the new site collection after its creation, so it can migrate the remaining content.

·(Optional) Enter a user account that will be the Secondary Administrator for the Site Collection.

NOTE:  This field does not authenticate, so any spelling mistakes will not be automatically corrected.

O365

Enter the O365 account that will be the Owner/Site Collection Administrator of the new Site Collection.

8.For SharePoint Online tenants::  If different than the default(s), adjust the values for:

§Storage Quota (the amount of storage allocated to the site collection by Microsoft), and/or

§Server Resource Quota (the amount of resources―such as CPU and RAM―allocated to the site collection by Microsoft).

9. If you want to copy Master Pages, Page Layouts, and/or Other Resource from the Master Page Gallery on the source site, select Copy Master Page Gallery.

By default,  Content Matrix will copy all three components Pages, Layouts, and Resources), but, if you are using Advanced mode, you can choose components to include/exclude by clicking the […] button and selecting/deselecting individual components.

Depending on the source and target SharePoint version(s), there are limitations on how Master Pages are migrated.  For details, see How Master Pages are Migrated.

Note that, if you choose to Copy Master Pages and you are using Advanced mode, you also have the option to Correct Links on Master Pages (that is, so links point to the same relative path on the target).  If you leave this box unchecked, links will continue to point to the source.

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For more detailed information on link correction, see How Link Correction Works.

10.If your source and target use either the same version of SharePoint or you are migrating from 2010 to 2013 using the 2010 experience and you want to Copy List Template Gallery, check this box.

NOTE:  This option

§Requires an Object Model (OM) connection on both the source and target environments, and

§is not available if you are migrating to a different version of SharePoint (unless you are migrating from 2010 to 2013 using the 2010 experience).

For more information on this option, see How List Template Galleries are Migrated.  

11.For SharePoint On Premises installations: If you want to set a Site Quota:

§select Set Site Quota, and

§if you are using Advanced mode, click the […] button to display the Set Site Quota dialog, and select the appropriate option:

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§To Source Value (default) - the quota value from the source site will be used.

§To Individual Values:

§Limit site storage to a maximum of: "X" Mb - The maximum size of the new site collection., in megabytes (Mb)

§Send warning e-mail when site storage reaches: "X" Mb - The size at which to send a warning e-mail to the Site Collection Administrator, that the site collection is getting near it's set volume capacity.

§To Template - Match the same value for a site template on the target side.

NOTE:  This drop down list will only display site templates that contain a site quota value.

12.If you want to Copy Site Collection Admins from the source site collection, make sure this option is selected.  (If you are using Advanced mode, click the […] button to view the Site Collection Administrator(s) on the source Site Collection.)

This option is separate from the Primary Administrator and the Secondary Administrator fields, as it will copy all of the users that are set in the Site Collection Administrators field in the SharePoint Users/Groups section and requires an Object Model connection for both source and target. If removing all of the users from this list users will not be able to add a new user value unless the account that is running the migration has permissions (on the target Site Collection) to add any new accounts. If the migrating account does not have permissions to add a new account, then it is recommended that at least one of the old user accounts that is currently set as a Site Collection Administrator is left in the dialog.*

13.If you want to preserve the source Site Collection’s audit settings on the target, select Copy Audit Settings.

MySite Options

If you initiated a MySite migration, select the MySite Options tab and specify the options described below.

Advanced Mode Icon These options are only available when Advanced Mode is enabled.

MySite Options

NOTE: The Available MySites section of the MySite Options tab will only display MySite Site Collections that are using a MySite template (such as SPSPERS#0) and that the current user account has access to. Any MySites that do not meet these requirements will not be displayed. It is also possible that a MySite might not appear because it has run into a timeout issue, but if a Refresh is done for the server, the MySite may then be displayed.

Because language packs are not included in the migration action, the base language setting of the MySite being migrated must already be installed on the target environment. If it is not, an error message containing the language code of the missing language pack will be displayed.

To configure MySite Options:

1.From the MySite Target Web Application drop-down, select the Web application in the target environment into which you want to migrate the MySites.

NOTE: When selecting a web application to use for the migration be sure that the selected target web application contains the MySite host site collection (the site collection that hosts all the MySites). If it doesn't then you won't be able to link the user profile to the site collection. However, different managed paths under the same web application will link the user profiles.

2.For MySite Target Managed Path, select the managed path (which already exist on the target server) that you want to use for the MySite from the drop-down.

In most cases you can select between /sites/ and /my/personal/ for the path, provided these exist in your environment:

§Any sites pasted with the /sites/ option will be displayed as "[Server Name]/sites/[MySite Name]."

§Any sites pasted with the /my/personal/ option will be displayed as "[Server Name]/my/personal/[MySite Name]."

3.From the Available MySites panel, move the MySites you want to migrate to the MySites to Copy panel.  To remove a MySite from the copy action, move it from the MySites to Copy panel back to the Available MySites panel.  

Site Options

If you initiated a migration for a Site Collection or site, complete the Site Options tab (in Simplified mode, Migration Options > Site Options section ) as described below.

Simplified UI icon

Unless otherwise noted, if you are using Simplified mode and an option is not available for selection, the default value that displays in Advanced mode will automatically be applied.  If you want to change the value of the option, click [Advanced Mode] and switch to the Advanced mode interface.

Site Options

NOTE:  If you are copying OneNote Notebooks as part of a site-level migration, thee are some pre-requisites to consider.  See How OneNote Notebooks are Migrated for details.

To configure Site Options:

1.If you are using Advanced mode, initiated a copy at the site level, and want to change the Site Template:

§Select the Change Template box, and

§Select a site template from the drop-down.

(This option is not available if you chose to Paste Site Collection or Paste MySites, as the template is selected as one of the Site Collection options. )

NOTE:  For SharePoint Online and SharePoint 2019 targets, you also have the option to Automatically upgrade Classic Team Sites (STS#0) to Modern Team sites (STS#3).  

Site Options Upgrade to STS3

See How Team Sites are Migrated to SharePoint Online and SharePoint 2019 for a complete explanation of this option.

2.If you are using Advanced mode and want to rename the site at the target:

§Select the Rename Site option, and

§Enter a New Site Name and New Site Title.

NOTE: The Name is the internal name of the site and cannot include any spaces.  The Title is the display name.

3.If you want to copy all child sites that are under the site or server node being migrated, select Copy Child Sites (recursively).

NOTE:  If you select this option, migration options specified for the parent site will apply to child sites as well.

4.If you are using Advanced mode and want to Copy Content Types, make sure that this box is checked.

NOTE:  When this box is checked, all content types will be copied from the source to the target. You can also copy selected content types as a separate action.

5.If you want to Copy Navigation and (Tree View Settings), select this option.

See also How Navigation is Migrated.

NOTE:  When this option is selected, the settings for the navigation will be copied, not the actual navigation.

6.If you are using Advanced mode and chose to Copy Navigation and Tree View Settings and want to also change the navigation items themselves, check the Copy Navigation Links and Headings box then select the appropriate option.  Use the information in the following table for guidance.

 

Connection icon

When the source connection uses a local or OM, MEWS, or DB adapter and the target connection uses a CSOM adapter, the Quick Launch and Top Navigation Bar options are both migrated, and their related radio buttons on the Site Options tab are disabled.

If you want to copy ….

Select…

both the global navigation and the quick launch navigation.

Copy both the quick launch and the top navigation bar.

Only the quick launch (but not the global navigation)

Only copy the quick launch.

Only the global navigation (but not the quick launch)

Only copy the top navigation bar.

NOTE: It is highly recommended that you select the Link Correction option in the General Options tab, to enable link correction for navigation links.

7.If you want to Copy Site Features, select this option, then select the appropriate option.  Use the information in the following table for guidance.

NOTE: In order for a theme to be properly preserved in a migration, it must exist (be manually installed) on the target server before migration.  See How Site Features are Migrated for more detail.

If you want to ….

Select…

·preserve any existing features on the target side that are already active, and

·add and activate the features from the source to this list.

Preserve Default Features (on Target).

NOTE: Both the pre-existing features and the features being copied from the source, should be active on the target after migration.

clear any features that are already active on the target before any features are copied over from the source

Clear Default Features (on Target).

NOTE:  Any features on the target that are already active will be stopped and removed, and the features from the source will be copied over and activated to match the source side.

8.If you are using Advanced mode and want to Preserve Themes, check this box then select the appropriate option.  Use the information in the following table for guidance.

NOTE:  In order for a theme to be properly preserved in a migration, it must exist (be manually installed) on the target server before migration.  See also How Site Themes are Preserved

If you want to copy …

Select …

all of the existing source themes over to the target, even if they are not currently in use

Copy All Themes.

the currently used theme on the source over to the target.

Copy Current Theme only.

9.If you are using Advanced mode and want to Preserve Master Page, check this box.

NOTE:  By default, if the source and target connections are the same version of SharePoint, Metalogix Content Matrix will use the same Master Page on the target, as it exists on the source. If the source side Master Page doesn't exist on the target, the target side will then be set to use its default Master Page.  See also How Master Pages are Migrated

10.If you are using Advanced mode and want to copy any files, folders, and sub-folders from the root of a site to the root of the target site. (for example, if some content (files/folders) has been deployed to the root of the source site) check the Copy Other Root Files/Folders box.

11.If you are using Advanced mode and chose to Copy Other Root Files/Folders and also want to copy any "Uncustomized" or ghosted files that exist on the root of the site, check the Copy Uncustomized Files (Ghosted Files) box.

NOTE:  Ghosted files are files that are not stored in the content database but are read from a definition file instead, and in this case these definition files are stored on the root of the site. These are generally template files. If this option is not selected, Metalogix Content Matrix will instead skip these files when migrating content.  See also How Ghosted and Un-Ghosted Pages are Migrated.

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