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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

Connecting with Certificates

When connecting to SharePoint, there are two options that can be used to add certificates to the list of included certificates: Add Installed Certificate and Add Certificate From File.

SharePoint connections do not actually save the certificate information directly, but instead they save the data on how to locate the certificates that are in use. This means that if the certificates are deleted or moved from the referenced location, they will no longer be used with the SharePoint connection and will have to be manually re-added.

SharePoint Certificates are also supported in PowerShell. When working with PowerShell it is still recommended that the initial SharePoint connection is first configured in the Metalogix Content Matrix Console. The recommended process when working with certificates and PowerShell is to first add the connection (with certificates) in Metalogix Content Matrix, then set up a migration action in the UI and generate a PowerShell script. This will allow you to get the connection format that is required to create a connection in PowerShell, and it can then be written out manually (if desired).

It should also be noted that the Web Browser Authentication type does not automatically detect certificates. In order for certificates to be included with this method, they must first be installed in the appropriate locations in order for a web browser itself to access them.

NOTE:   In some cases, including certificates can potentially result in receiving "maximum request length" messages when migrating smaller files because the certificate information is included when the data is being migrated.  

To Add Installed Certificates:

Only "Personal" certificates can be added in this manner because it is the only store that web browsers use to find certificates when accessing a website.

1.In the SharePoint Logon dialog, select the Include Certificates tab.

Include Certificates Tab

2.Click [Add Installed Certificate].

The Add Installed Certificates dialog displays all of the certificates that are installed in the logged in user account's "Personal" certificate store.

3.Select any certificates that should be included, and click [OK].

When you return to the SharePoint Logon dialog the selected certificates be displayed in the Included Certificates list, and they will be included whenever Metalogix Content Matrix is running an action to or from the SharePoint connection.

To Add a Certificate from a file:

1.In the SharePoint Logon dialog, select the Include Certificates tab.

2.Click [Add Certificate From File].

3.Either:

§enter a filename and location into the Certificate File text box

OR

§select the Browse button to open a file explorer dialog and navigate to, and select, the desired certificate.

4.If a password is required to use with the certificate, enter it in the Password (optional) text box.

NOTE: When a connection to SharePoint is made, Metalogix Content Matrix will save the password field for any certificates so it can re-establish a connection to that SharePoint instance at a later date. If you are not comfortable with entering the password in the Password (optional) field, you can move the certificate into the user account's "Personal" folder, and use the Add Installed Certificate option instead, provided the user account/password is the same.

When you return to the SharePoint Logon dialog, the selected certificate will display in the Included Certificates list, and it will be included whenever Metalogix Content Matrix is running an action to or from the SharePoint connection.

Removing Certificates

Any certificates that have previously been added through the two Add Certificates options can also be removed from the list of Included Certificates.

To remove a certificate:

1.In the SharePoint Logon dialog, select the Include Certificates tab.

2.Select the certificate(s) that you want to remove.

3.Click [Remove].

Additional Requirements for O365 Tenant Connections

Metalogix Content Matrix Console can make a tenant level connection to a SharePoint O365 environment. A tenant level connection works the same as a CSOM connection to an O365 environment, with the exception that the tenant connection can also migrate Site Collections, MySites, and Managed Metadata. While a tenant connection is similar to the CSOM connection type, the process of creating the connection is slightly different, and also involves some prerequisite steps to set up permissions.

NOTE:  As of version 9.2, connections to SPO modern team sites are handled the same as all other SPO site collections.  You will no longer have the option to "opt out" of loading them, and if you do not have sufficient permissions to connect to them, a message will display under the connection node.

Modern Team Site Insufficient Access

For information on how this change affects the migration of SharePoint team sites, refer to the topic How Team Sites are Migrated to SharePoint Online.

Required Permissions for Connecting to an O365 Tenant

In order for users to make an O365 tenant-level connection, the connecting user must have the SharePoint Administrator permissions in the O365 tenant environment, as well as Site Collection Administrator permissions for each site collection being migrated.

Refer to  the Office Support article Assigning admin roles in Office 365 for details.

If the connecting user does not have sufficient permissions, the connection will not be completed and the following connection error will display:

O365 Tenant Authentication Error

For a  SharePoint Online connection that uses"modern" (not "legacy") authentication, you must select one of the O365 OAuth Authentication options or Office 365 Web Browser.  If the account is also part of a SharePoint Online Multi-Factor Authentication Policy, Office 365 Web Browser or O365 OAuth with MFA Authentication must be used.

For more information about legacy vs. modern authentication, refer to the Microsoft Support article How modern authentication works for Office 2013 and Office 2016 client apps.)

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