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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

General Options

The General Options tab lets you specify a number of "other" migration options, such as link correction, logging, and email notifications.

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.

General Options

1.Complete the Correct Links (Enable Link Correction) options using the procedure for Enabling Link Correction.

2.If you are using Advanced mode and want more detailed logging for the migration action,check the Verbose box.

3.If you are using Advanced mode and want any items that are skipped within the migration to be fully logged within the migration job/log file, check the Log Skipped Items box.

4.If you are using Advanced mode and want Metalogix Content Matrix to forces the source side to do a Refresh of the selected node prior to any copy actions, make sure the Force Refresh Prior to Copy box is checked.

5.If you want an email notification to be sent out once a migration has been complete:

a)Select Send Email upon Job Completion (After Copy).

b)Click [...] to display the Send Email Configuration dialog.

c)Follow the procedure for Configuring Email Notification Settings.

6.If you are using Advanced mode and want Metalogix Content Matrix to ignore any item/document checkouts on the target and migrate content as if all documents are currently checked in, make sure the Override checkouts on target box is checked.

Enabling Link Correction

From the General Options tab, you can enable a variety of Link Correction options.

See also How Link Correction Works

Link Correction

To configure Link Correction options:

1.Use the information in the following table to determine the appropriate option to select for Link Correction Scope.

If you want to correct any links that are …

Then …

within the source site collection

·if you are using Simplified mode, select Within Site Collection Scope.

·if you are using Advanced mode, select Within the scope of the source site collection.

When you select this option, Metalogix Content Matrix will map any links it finds that point to the old site collection to the new site collection location.

For example, if a link is pointing to "http://OldServer/Sales/FactsAndFigures" on the source, and it is then corrected during migration, then this option will correct the link to point to http://NewServer/Sales/FactsAndFigures on the target. All links that point to the old site collection location, that are within the scope of the migration, will be corrected to point to the new site collection location after migration, even if the target for those links doesn't exist yet.

within the object(s) being copied

select Within the scope of the copy (only).

For example, if a list is migrated, then the links within that list will be corrected, but any links that point to the source site collection will not be corrected since that is beyond the scope of the migration. Any links that point to content at a higher level than the migration will not be corrected.

2.If you want Metalogix Content Matrix to parse through all the "text" type metadata columns (such as single line of text, multi-line, etc.) and run link correction on any absolute links (for example, "http://Quest/Production") that it finds:

§If you a re using Simplified mode, select Correct Links in Text Fields.

§If you are using Advanced mode, select Enable text field link correction.

NOTE:  When this option is selected:

§Metalogix Content Matrix will skip over any relative links (for example, "./Main/Quest/Production") in the text.

§Link correction is run on text columns only; not text within documents.

If this option is selected, it can significantly increase the amount of time it takes to run the Link Correction.  Metalogix Content Matrix must parse all the text values for the included "text" type field columns, and look for links within that content before it can check them. The amount of time taken will depend on the amount of data within the text columns.  

3.If you are renaming the object being migrated, and you want Metalogix Content Matrix to pre-populate the link correction list using the renaming scheme, so it can correctly apply link correction:

§if you are using Simplified mode, select Correct Links for Renamed Content.

§if you are using Advanced mode, select Comprehensive Link Correction.

NOTE:  This link correction option is only required when you are renaming an object.  When content is renamed in a migration, the basic link correction cannot always properly map the new links on the target side, especially for cases with a large amount of sub-content.

4.If  you are using Advanced mode and you want Metalogix Content Matrix to compare source and target objects:

§Check the Check Results box.

§Select a comparison Level from the drop-down:

§Moderate (the default value and recommended setting, especially if you are anticipating a number of differences)



NOTE:  These options will only be visible if they have been enabled.  See also Comparing SharePoint Objects.

Configuring Email Notification Settings

When you click the [...] button from the General Options dialog - Send Email upon Job Completion option, you can configure settings to have Metalogix Content Matrix send a "Success" or "Failure" email notification to a specified account (or accounts) once a migration has been complete.

NOTE:  The "Success" or "Failure" status of the migration is determined by the status in the job file. If the overall job status is listed as "Successful" in the Job List section, the "Successful" message will be sent. If the overall job is listed as a "Failure" in the Job List section, the "Failure" message will be sent. If there are any failures within the job, but the overall status is listed as "Successful," then the "Successful" message will be sent.

This is not to be confused with Copying SharePoint's Email Notification Settings as part of a migration.

Send Email Configuration

Example Email Templates

You must specify HTM or HTML or basic message templates for both successful and failed migrations, as shown in the examples below.

NOTE:  Metalogix Content Matrix will process the HTML, and replace the <ML*> tags in the templates with the actual content.

Example of "Successful" HTML Template

<b>Success: </b>

Example of "Failure" HTML Template

<b>Failure: </b>

To configure Email Notification Settings:

1.For Server, enter the network name of the email server that the email will be sent from.

2.For Connect as, select the useraccount to connect to the specified server; either:

§the user account that is currently running Metalogix Content Matrix


§Different user - Selecting this option will allow for you to enter a specific set of user credentials (User name/ password) to use when connecting to the server.

3.For From:, enter the email account that the message should be sent from.

4.For To: enter the email account or group that the notification email should be sent to.

5.For CC: enter any email accounts or groups that should be copied on the notification.

6.For BCC:, enter any email accounts or groups that should be blind-copied on the notification.

7.For Subject: Enter the subject line for the email notification.

8.Configure the Email Templates for Success and Failure (which must be HTM or HTML files) by entering the path to the template, or click the [...] button and browse to the template.

IMPORTANT:  Both "Successful" and "Failure" templates must be specified in order for either one to work. If only one the templates is added, neither one will be used.

9.After all the settings have been configured, click [OK] to return to the General Options dialog.

Transformation Options

If Advanced Mode and Custom Transformers has been enabled  you can view, create, and edit Transformers.  Transformers are used primarily to “transform” fields and columns into Managed Metadata. There are also several built-in, non-editable transformers that Metalogix Content Matrix uses to process data during the migration.  Advanced users can also create custom transformers using PowerShell.

The Transformations tab is divided into two sections:

·The Available Definitions section list all of the transformation definitions that are available for the current migration action, in alphabetical order.  Only definitions that are valid for the level at which the migration was initiated are listed.

·The Applied Transformers For <Object> dialog displays all of the transformations for the selected definition.

Grayed out items are mandatory transformations that are run during the course of a normal migration, and these actions cannot be edited or removed. However, they can be reordered by using the up and down arrows to the right-hand side of the window. This allows you to create and apply a transformation action before a mandatory action, if you want your action to run earlier in the process. You can even add a second instance of a mandatory transformer to run at a different stage of the migration process.

Transformation Options

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