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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

List Content Options

If you want to copy lists as part of the migration, select the List Content Options tab (in Simplified mode, Migration Options > List Content Options section ) and select the applicable options.

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.

List Options

NOTE:  Depending on the level at which the migration was initiated, and whether you are migrating to a SharePoint on premises or Online  target, options may vary.

Migrating Large Files

Metalogix Content Matrix can migrate large files up to the maximum size supported by the SharePoint version on the target.  

Connection icon

The migration of large files is supported for a Local or Remote (MEWS) Object Model, CSOM, or SharePoint Database (DB) source connection and a SharePoint 2016/2019/SharePoint Online CSOM target connection.

 

If Metalogix Content Matrix encounters a file over a certain size threshold (200 MB by default), it migrates the file in chunks (of 100 MB by default).

IMPORTANT:  If a large file is being migrated in chunks and you cancel the migration before the entire file has been migrated, the file will be incomplete on the target and will remain in a checked out state.  You will need to re-migrate any affected file(s).

To configure List Content Options:

1.If you initiated a site collection or site level migration, make sure the Copy (all) Lists (and Libraries) option is selected.

2.If you are using Advanced Mode, initiated the migration of a single list, and want to rename the list at the target:

a)Check the Rename List box.

b)Click the [...] button to display the Rename List dialog.

c)Enter the new list name and/or the list title.

Rename List

3.If you are using Advanced mode and want folders and sub-folders to be copied recursively, down through any existing levels of a site, list, or item copy operation, make sure the Copy Subfolders recursively box is checked.

NOTE:  Make sure this box is checked if you are migrating OneNote Notebooks.  See How OneNote Notebooks are Migrated for prerequisites and special considerations.

4.If you want Form pages that have been customized using SharePoint Designer (SPD) to be migrated, make sure the Copy Customized Form Pages box is checked.

NOTE: When selected, this option will force Copy Web Parts on Form Pages option to be selected on the Web Parts Options tab, because web parts must be copied if migrating Form page customizations. See How Customized Form Pages are Migrated for requirements and limitations.

5.If you are Using Advanced mode and want to Copy Nintex Forms, check this box.

NOTES:  See How Nintex Workflows and Forms are Migrated for supported SharePoint versions and connection types, prerequisites, and current limitations.

6.If you are using Advanced mode and want to Copy List Items and Documents, make sure this box is checked.

NOTES:  

§This option does not apply if you initiated a migration at the item level.

§Meetings Workspace Attendees List and Meeting Workspace Instances are not migrated to SharePoint Online.

§This option must be selected if you want to migrate Document Sets.

7.For lists and libraries that have versioning enabled, if you want to Copy Versions for Items and Documents, select the appropriate option.  Use the information in the following table for guidance.

NOTE:  The option you select also applies for snapshots (versions) of any Document Sets being migrated.

If you want to copy ….

Then …

all existing versions of an item or document

select Copy all Versions.

a specified number of versions of an item or document

·select Copy [number] most recent Versions, and

·select the number of versions you want to keep.

NOTE:  This number includes both major and minor versions.

8.If you are using Advanced mode and want content types to be applied to SharePoint lists, libraries, and items during a migration:

a)Check the Apply new content types during copy box.

b)Follow the instructions in the topic Applying Content Types Lists and Libraries.

9.If you are using Advanced mode and want libraries, folders, or document libraries to be migrated as a SharePoint document set:

a)Check the Apply new document sets during copy box.

b)Follow the instructions in the topic Applying Document Sets to Libraries, Folders, or Documents.

NOTE:  Metalogix Content Matrix automatically migrates existing document sets in SharePoint 2010 and later.  See How Document Sets are Migrated for requirements and limitations.

10.If you are using Advanced mode, are migrating within the same version of SharePoint, and want any un-ghosted Publishing pages  from the source to be ghosted on the target, check the Reattach Publishing Page Layouts box.

NOTES:  

§If you are migrating to a different version of SharePoint, this option will be checked and disabled as Publishing pages will always be re-ghosted on the target.

§For more information on this option, see How Ghosted and Un-Ghosted Pages are Migrated.

11.If you want to preserve IDs for any folders and items in SharePoint lists, so each item and folder will have the same ID on the target as it does on the source, make sure the Preserve IDs on items/folders in Lists on the target option is selected.

NOTES:

§If this option is not selected then SharePoint will assign an item ID automatically.

§This option is used for Incremental Migrations, and does not apply to Document Libraries.

§For more information on incremental copying and preserving IDs, see Preserving SharePoint List IDs with a CSOM Connection Type.

12.If you want to Preserve IDs on items/folders in Document Libraries (in Simplified mode, Preserve IDs for Library Content), select this option.

NOTES:  

§This option is used for an Incremental Migration and only includes SharePoint Document Libraries, not Lists.

§This option is different from the Preserve SharePoint Document IDs option..  For more information on this feature, please contact Quest Support.

13.If you want Metalogix Content Matrix to disable the normal document parsing methods for SharePoint in order to fetch all of the metadata properties for files:

§if you are using Advanced mode, check the Disable SharePoint Document Parsing box.

§If you are using Simplified mode, de-select the Scan Office Docs for Additional Metadata option.

NOTES:

§This option is only required in some very specific cases. In some cases customer document parser may be used on the source SharePoint instance, or there may be some heavily customized metadata creation that can affect a normal migration. These cases are usually determined by a special error message when migrating documents ("Unable to update the information in the Microsoft Office document").

§This option affects all items within the scope of the migration. If the Preserve Configuration Options (in the Settings tab of the ribbon) are enabled, this option will need to be turned off for any subsequent migrations if you no longer want the SharePoint document parsing methods to be disabled.

CAUTION:  Disabling the SharePoint document parsing methods can potentially cause issues if migrating InfoPath forms.

14.If you are using Advanced mode, are migrating from SharePoint 2010 or later, and want to preserve the values in the Document ID field that is enabled with the Document ID Service feature (which must be activated at the Site Collection level on the target), check the Preserve SharePoint Document IDs (Requires SharePoint Crawl) box.

NOTES:  

§If you select this option and the Document ID Service feature is not activated on the target site collection, a warning message will display informing you that you will not be able to use this option.  If you enable the feature after initiating the migration, you will need to refresh the connections before continuing.

§Please see the Migrating with Document IDs FAQ for more details on the differences between the item and folder IDs (in the ID field) and Document IDs (in the Document ID field).

15.If you want to migrate to a SharePoint Online target using the Import Pipeline, make sure the applicable option is selected:

§Use SPO Provided Azure Containers (if using Simplified mode)

§Use Import Pipeline  (if using Advanced Mode)

NOTE:  By default Metalogix Content Matrix will try to use the SPO Provided Azure Containers (the only option if you are using Simplified mode).  However, if you are using Advanced Mode and have Azure Private Containers configured, the Azure Storage Connection String will be populated and you may select this option.  When using Azure Private Containers, you also have the option to Encrypt Azure jobs.  (When using SPO Provided Azure Containers, jobs are always encrypted.)  See also Migrating to SharePoint Online Using the Import Pipeline.

Applying Content Types to Lists and Libraries

Metalogix Content Matrix can apply content types to SharePoint lists and libraries, and can also map items in lists to the newly applied content types (or map new items in a list to an existing content type).

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

This option can be useful when migrating a list and applying a new content type to that list and its items. Another example would be if items are being copied from the source site to a different existing list on the target, and a different content type needs to be applied to those items.

When the [...] button is clicked from the List Content Options tab , one of the following dialogs displays:

· Apply Content Types to Lists (if migrating a site)  

Apply Content Types to Lists

NOTE:  Any existing mappings display in the bottom section of the dialog.

OR

·Content Type Application Options dialog (if migrating a list or items).

Content Type Application Options

To apply content types to a list or library:

1.In the dialog's top section, use the explorer tree view window to navigate to, and select, the list or library that the content type(s) will be applied to.,

2.Either:

§ click the Apply Content Types to Selected List button at the top of the dialog. to display the Content Type Application Options dialog.

OR

§use the Apply Content Types via Rule option to display the List Filter Conditions window, and apply filter expressions.  

Note that the left From the left (Content types on target site) window lists all of the available content types that exist on the target SharePoint instance.

Content Type Application Options

4.From Content types on target site window,  select all the desired content types you want to be applied to the selected list, and move them to the right (Content types to apply) window.

5.Select any of the remaining options that you want to apply.  Use the information in the following table for guidance

If you want to ...

Then ...

map a content type column on the source to a column on the target, as the new content type column

A.Check the Map source data to new content type columns box.

B.Click the [...].] button to display the Edit Column Mappings dialog.

C.Continue with the procedure for Mapping Columns.

map items from the source into a new content type on the target based one or more specified filters

A.Check the Map source data to new content type columns box.

B.Click the [...] button to display the Map Items to Content Types dialog.

C.Continue with the procedure for Mapping Items to Content Types.

NOTE:  This option is available only when migrating Exchange folders (not individual items).

change the default content type  for the target list or library

A.Check the Change default content type box

B.Select a content type from the drop-down.

NOTE:  When you check this box, the Add unmapped items to the default content type is automatically enabled and checked.

Mapping Items to Content Types

You can specify content types for target items when you click the [...] button from the Content Type Application Options dialog.

To map items to content types:

PF Map Items to Content Types

1.Select the content type, and click [Edit Conditions] to display the List Items and Documents Where filter dialog.

2.Select the filter(s) you want to apply as you would when Applying Filter Expressions.

NOTE:  If you select [Clear Condition], all conditions that are currently applied to that content type will be cleared.

3.Once all filters have been set, click [OK] to return to the Content Type Application Options dialog.

Applying New Document Sets to Libraries, Folders, and Documents

Metalogix Content Matrix can apply Document Sets to libraries, folders, or documents as a part of a migration. Document Sets can be applied when migrating to SharePoint 2013 and later (including Office 365) environments, and can be configured at the time of migration. This feature allows for any SharePoint folders, or document libraries to be migrated as a SharePoint Document Set. Please see Microsoft's Document Sets planning page for more basic details on document sets.

NOTE:  If you want to apply an existing Document Set to a list, library, or folder, initiate a list-level migration and paste the object to a Document Set on the target.

When you check the Apply new document sets during copy check box and click the [...] button from the List Content Options dialog, the Apply Document Sets dialog displays.  

Apply Document Sets

To apply new Document Sets:

1.In the upper (tree view) window, select the content to which you want to apply the Document Sets.

2.Select the appropriate Apply Document Set option.  Use the information in the following table for guidance.

If ...

Then ...

·you selected a folder

AND

·you want to apply a Document Set Content Type

A.Select Apply Document Set to Selected Folder to display the Document Set Content Type dialog.

Document Set Content Types

B.Select an available Content Type from the drop down.

C.Click [OK] to dismiss the Document Set Content Dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Folders tab.

·you selected a document library

AND

·you want to apply  a new Document Set  to all or selected items within the library based on a filter expression

A.Select Apply New Document Set To Library to display the Map Documents to Document Sets dialog.

Map Documents to Document Sets

B.Click [New Document Set] to display the Enter Name dialog and enter a name for the new Document Set.

C.Click [OK] to dismiss the Enter Name dialog, and display the Document Filter Conditions dialog.

D.Apply the desired filter expressions for the item-level Document Set.

NOTE:  If no condition filter value is entered in the Document Filter Conditions dialog, no items in the document library will be applied to the Document Set.

E.Click [OK] to dismiss the Document Filter Conditions dialog and re-display the Map Documents to Document Sets dialog.

F.Select the appropriate Content Type to apply to the Document Set from the drop-down.

G.Click [OK] to dismiss the Map Document Sets dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Lists tab.

·you selected a site

AND

·you want to apply new Document Sets lists and/or items on the site based on filter expressions

A.Select Apply New Document Set via Rule to display the Lists Filter Conditions dialog.

B.Apply the desired filter expressions for the list-level Document Set.

List Filter Conditions

C.Click [OK] to dismiss the List Filter Conditions dialog and display the Map Documents to Document Sets dialog.

D.Click [New Document Set] to display the Enter Name dialog and enter a name for the new document set.

E.Click [OK] to dismiss the Enter Name dialog, and display the Document Filter Conditions dialog.

F.Apply the desired filter expressions for the item-level document set.

G.Click [OK] to dismiss the Map Document Sets dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Lists tab.

H.Repeat Steps A-G to apply lists and items within the site to document sets.

·you initiated an item-level migration

AND

·you want to apply a new document set to individual items to  based on filter expressions

A.Select Apply New Document Set via Rule to display the Map Documents to Document Sets dialog.

B.Click [New Document Set] to display the Enter Name dialog and enter a name for the new document set.

C.Click [OK] to dismiss the Enter Name dialog, and display the Map Documents to Document Sets dialog.

D.Apply the desired filter expressions for the item-level document set.

E.Select the appropriate Content Type to apply to the document set from the drop-down.

F.Click [OK] to dismiss the Map Document Sets dialog and return to the Apply Document Sets dialog, which now displays the newly added mapping in the Lists tab.

Note that you can use the Navigate To option to locate the object to which a selected filter applies in the upper (tree view) window.

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