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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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Document Version and Checked Out File Limitations

At least one Approved version of a folder or file (that is, version 1.0 at a minimum) must have been published for it to be migrated. If only a Pending ("draft") version of a folder or file exists on the source, it will not be migrated to the target. As long as at least one Approved version exists, subsequent Pending versions will be migrated.

If a file on the source is currently checked out, the last checked in copy of the file will be migrated.  

If no checked in copy exists (which may be the case if the list's Versioning setting Require documents to be checked out before they can be edited? is set to Yes, then a file is uploaded but is never checked in), the file will not migrate.

How Ghosted and Un-Ghosted Pages are Migrated

Metalogix Content Matrix can migrate the following types of pages:

·Ghosted page - A page whose contents are not stored in the content database but are read from a site definition file; a page that has not been customized.  

NOTE:  When ghosted pages are migrated they will remain ghosted.

·Un-ghosted page - A page that has been modified from the site definition file, and whose contents are stored in the content database.  (These are also known as "customized" pages in Microsoft Office SharePoint Services (MOSS) 2007).

NOTES:  

§If un-ghosted pages are migrated between the same version of SharePoint, un-ghosted pages can have their customizations preserved, and be migrated as un-ghosted pages.  

§If un-ghosted pages are migrated between different versions of SharePoint, Metalogix Content Matrix is unable to retain the customizations needed for un-ghosted pages, and will reattach these pages to their page layouts. Once these pages have become ghosted, manual steps would have to be taken in order for them to become un-ghosted again.

Converting Un-Ghosted Pages into Ghosted Pages in a Migration

When migrating between the same version of SharePoint, the Reattach Publishing Page Layouts option on the Configure Copy Options – List Content Options tab allows you to convert un-ghosted pages back into ghosted pages, When selected, un-ghosted pages will be reattached to their page layout, and become ghosted again.

NOTE:  When you copy un-ghosted pages between different version of SharePoint, this option is disabled because the conversion is done automatically.

Metalogix Content Matrix is unable to retain the customizations needed for un-ghosted pages, and will reattach these pages to their page layouts. Once these pages have become ghosted, manual steps would have to be taken in order for them to become un-ghosted again.

How Document Sets are Migrated

When migrating from SharePoint 2010 or later, as long as the Copy List Items and Documents option is selected, Metalogix Content Matrix will automatically copy existing Document Sets.  You also have the option of copying snapshots (versions) of both the Document Sets themselves and the files stored within them.

Note that you can also configure copying options to apply new Document Sets to libraries, lists, folders, and documents as part of a migration.

Connection icon

When a CSOM target connection is used, Document Set version history migration does not preserve associated Managed Metadata, users and groups, or lookup fields.  These limitations do not apply, however, when an Object Model target connection is used.

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