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Metalogix Content Matrix 9.3 - SharePoint Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
How Team Sites are Migrated to Modern Team Sites How Publishing Sites are Migrated to Communication Sites How MySites are Migrated How Records Centers are Migrated to SharePoint Online Using the Import Pipeline 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 Document Sets are Migrated How Navigation is 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 Managed Metadata, Terms, and Term Stores 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 Converting Classic Pages to Modern Pages After a Migration Incremental Migration Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix Creating and Running a PowerShell Script 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
DB_Owner Permission Keyboard Shortcuts License Key Troubleshooting Determining the Status of a Migration Running in the Background MySite and User Profile Migration Issues Optimal Setup for Best Performance Migrating SharePoint On Premises Using Proxies, Load Balancing or Alternate Access Mappings Troubleshooting the Extensions Web Service Installing the Extensions Web Service on Specific Systems Extensions Web Service Installation Files Using Older Versions of the Extensions Web Service Migrating JavaScript Migrating Site Variations Migrating with SharePoint Document IDs Changing a Job Configuration for Multiple Files SharePoint 2013 and Later Site Collection Creation Issue Job List Database fails to Load After Upgrade Customized Wiki Page Web Part Zones Not Being Migrated Preserving SharePoint List Item IDs with a CSOM Connection Type Retrying Failed Document Copies to O365 CSOM Connections Migrating Content When the Source Custom List Template is Missing Are SharePoint Online Migrations Throttled? What to Expect when Migrating with StoragePoint How Do I Identify and Remove Containers and Queues from My Azure Private Storage Account? Import Pipeline Batches Getting Stuck "Error, the batch will be resubmitted" Message Displays When Using the Import Pipeline Item Count at Target is Increased When Migrating Using the Import Pipeline Custom Lists with Versioning Enabled Not Being Migrated When Using the Import Pipeline Supported Nintex Actions for SPO Migration Support for GCC High Tenants
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Viewing StoragePoint Details

Metalogix Content Matrix can display the Metalogix StoragePoint details for any document items that have been offloaded to StoragePoint.

NOTE  Currently, StoragePoint Details functionality will be disabled for SharePoint 2019 as it is not currently supported.

To view StoragePoint details:

1.In Explorer View, navigate to a SharePoint Document Library that contains items that have been offloaded to StoragePoint.

2.Switch to the Items View tab.

3.Select an item, right-click and choose StoragePoint Details.

NOTE:  The StoragePoint Details option will only be available in the menu if the selected items have been offloaded into StoragePoint. If the selected item has not been offloaded to StoragePoint the StoragePoint Details options will not be available. Only one item can be selected at a time.

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The Storage Point Details dialog provides the below information:

§Address - The web address for the specified item within SharePoint.

§Endpoint Relative Folder - The folder that has been configured as endpoint for the offloaded item (i.e. the location of the item in the offloaded storage space).

§Filename - The StoragePoint file name reference that is left behind in SharePoint after the item has been offloaded.

4.When finished, click [Close].

How Content Matrix Handles Various SharePoint Components

Before configuring a migration, it is important to understand how Metalogix Content Matrix migrates various SharePoint components so that you can plan appropriately.  These include:

Team Sites to SharePoint Online

Publishing Sites to Communication Sites

Master Pages

List Template Galleries

Records Centers (to SharePoint Online using the Import Pipeline)

Content Types

Document Versions and Checked Out Files

Ghosted and Unghosted pages

Records Centers to SharePoint Online

Document Sets

Navigation

MySites

"Share With" Metadata (to SharePoint Online using Azure)

Web Parts

Site Themes

Site Features

Managed Metadata

OneNote Notebooks

Users and Permissions

BCS and BDC Data

OneNote Notebooks

Checked Out Files

Customized Form Pages

InfoPath Forms

SharePoint Workflows

Nintex Workflows and Forms

Link Correction

How Team Sites are Migrated to Modern Team Sites

If you upgraded from a version earlier than 9.2:

Because of the complexities involved with connecting to Office 365 groups when migrating to SharePoint Online, as of version 9.2 a separate option to Paste as a Modern Team Site is no longer available. Instead:

·Modern team sites will automatically be loaded into the Console as part of the hierarchy without connecting to Office 365 groups.

·You will need to connect to the O365 groups after the migration is completed.

IMPORTANT:  If you have upgraded from a version of Content Matrix that is earlier than 9.2 and have existing jobs that include the Paste as Modern Team Site action (including PowerShell jobs), you will no longer be able to run them.

Team Site Target Template Options

By default, when you configure a migration to SharePoint Online or SharePoint 2019, the option Automatically upgrade Classic Team Sites (STS#0) to Modern Team Sites (STS#3), which is a modern team site with no Office 365 groups, is enabled.

NOTE:  For migrations to SharePoint Online, Content Matrix does not support connections to tenant-level groups at the target.  You can, however, make these connections after completing the migration.

Site Options Upgrade to STS3

The table below describes how team site templates are applied to sites and subsites on the target, based on whether Automatically upgrade Classic Team Sites (STS#0) to Modern Team Sites (STS#3) is enabled.

If the Automatically Upgrade Classic Team Sites option is ...

And ...

Then ...

enabled

Team site (classic experience) (STS#0) is selected on the Configure Site Copying Options > Site Options tab.

the selected site collection/site and any child sites that use or are mapped to the Classic Team Site (STS#0) template will use the Modern Team Site without O365 Groups (STS#3) template on the target.

a non-team site template is selected on the Configure Site Copying Options > Site Options tab.

·the selected site collection/site will use the non-team site template on the target

AND

·any child sites that either use or are mapped to the Classic Team Site (STS#0) template will use the Modern Team Sites without O365 Groups (STS#3) template on the target

disabled

Team site (classic experience) (STS#0) is selected on the Configure Site Copying Options > Site Options tab.

both the selected site collection/site and any child sites that either use or are mapped to the Classic Team Site (STS#0) template will use the Classic Team Site template on the target.

the selected site collection/site uses a non-team site template

·the selected site collection/site will use the non-team site template on the target

AND

·any child sites that either use or are mapped to the Classic Team Site (STS#0) template will use the Classic Team Site template on the target.

Converting Classic Pages to Modern Pages After Migration

After migrating from a classic site to a modern site, you can use a solution provided by Microsoft and PnP Community to convert classic pages to modern pages via the Content Matrix Console.  

How Publishing Sites are Migrated to Communication Sites

Metalogix Content Matrix supports the migration of classic Publishing sites (that is, site collections that use the BLANKINTERNETCONTAINER#0 template) to modern Communication sites  However, there are limitations due to differences between classic and modern site designs. Refer to the Microsoft article Moving from publishing sites to communication sites for more information.

Migrating as a Site Collection

Content Matrix can only migrate a Publishing site from a SharePoint 2013 or 2016 source as a SharePoint 2019 or SharePoint Online Communication site collection (using the Paste Site Collection option).  When configuring your migration, you can select the Communication site template from the Site Collection Options tab, although it is not selected by default.  

NOTE:  The Communications site template is not available for unsupported source/target combinations.

If the site collection you are migrating  also has subsites, a dialog displays warning that Microsoft does not recommend having subsites under a Communications site.  See "Migrating as a Subsite" below for a list of sites that can be migrated as subsites.

Migrating as a Subsite

When migrating a SharePoint site as a subsite to a SharePoint Communication site collection (using the Paste as Subsite, Paste All Subsites, or Paste All Site Content option), a dialog displays warning that Microsoft does not recommend having subsites under a Communications site.  However, Content Matrix will allow the migration of sites that use any of the following templates:

·Team site (no Office 365 group)

·Team site (classic experience)

·Blog

·Project Site

·Records Center

·Document Center

·Basic Search Center

·Visio Process Repository

·SAP Workflow Site

Subsites using any other templates will be skipped.

Unsupported Objects

Because of differences between classic and modern site designs, even if applicable options are selected when Configuring a Migration, the following objects are not supported when migrating from a Publishing site to a Communications site and will be skipped:

Unsupported
Lists and Libraries

Unsupported
Features

Other Unsupported Objects

·Publishing Lists\Libraries:

§Content and Structure Reports

§Reusable Content

§Pages

§Images

·Hidden Lists\Libraries:

§DeviceChannels

§Cache Profiles

§Long Running Operation Status

§Notification List

§PersistedManagedNavigationListEA69B38CE5CE4F1199

§Quick Deploy Items

§Suggested Content Browser Locations (Published Links)

§Translation Packages

§Translation Status

§Variation Labels

§Badges

·Community Site Lists\Libraries:

§Site Pages

§Site Assets

§Discussion List

§Community members

§Categories

§Abuse Reports

·Site Collection Features:

§Project Web App Settings

§Review

§Cross Site Collection Publishing

§SharePoint server publishing infrastructure

·Site Features:

§Announcement Tiles

§Duet Enterprise reporting

§Duet Enterprise SAP Workflow

§Community Site feature

§The following Community Site-dependent hidden features:

oDiscussion list

oMembership list

oCategory list

oAbuse Reports list

§Site MailBox

§SharePoint Server Publishing

§Publishing Mobile (hidden feature)

·Pages:

§Classic Publishing pages

§Wiki pages

§Web Part pages

·Columns:

§All columns under the groups "Page Layout Columns" and "Publishing Columns"

·Web Parts:

§Classic web parts

§List Forms and List View web parts

·Content Types:

§Publishing content types
(under the groups "Page Layout Content Types" and "Publishing Content Types")

§Community content types

§Any custom content type whose parent is a Publishing or Community content type

§Video content type

·Workflows:

§Out-of-the-box workflows

§SharePoint Designer 2010 style workflows

·Navigation settings:  

§Top Link Bar

§Global Navigation structure

NOTE:  Quick Launch and the current navigation structure are migrated but will not be functional for any unsupported subsites, pages, and lists/libraries.

Disabled Configuration Options

When migrating from a Publishing site to a Communications Site, the following options are disabled on the Configure Site Collection Copying Options - Site Collection Options tab, as they are not supported:

·Copy Master Page Gallery

·Copy List Template Gallery

·Copy Audit Settings

Converting Classic Pages to Modern Pages After Migration

After migrating from a classic site to a modern site, you can use a solution provided by Microsoft and PnP Community to convert classic pages to modern pages via the Content Matrix Console.  

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