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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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How Nintex Workflows and Forms are Migrated

Before Nintex workflows and forms can be migrated, there are prerequisites to be met and some limitations to be aware of.

NOTE:  Currently, if Office 365 OAuth with MFA Authentication is used, the migration of Nintex workflows and forms is not supported.

Prerequisites When Migrating to SharePoint Online

In order to migrate workflows and forms to SharePoint Online:

·the following URLs must be unblocked:

§https://discovery.nintexO365.com

§https://nintex.onmetalogix.com

·the  Workflow for O365 (and if used, Nintex Forms for O365) must be deployed to applicable site collections on the target.  See Deploying Nintex Apps to SharePoint Online for instructions.  

Additional Considerations

Refer to the following topics for additional considerations for workflows and forms respectively:

·Additional Considerations for Nintex Workflows

·Additional Considerations for Nintex Forms

Additional Considerations for Nintex Workflows

When migrating  workflows, additional considerations include:

·adding external connections to preserve Nintex Workflow database entries

·determining whether Nintex Features are activated before migrating to a SharePoint on premises target

·configuring a temporary storage location and deploying the Nintex Workflow app when migrating to SharePoint Online (SPO).

Adding External Connections When Migrating Nintex Workflows

In Metalogix Content Matrix it is possible to add a connection to an external database to help with migration actions, such as migrating workflows. Currently this option is only available for Nintex Workflows databases, and is needed when preserving Nintex Workflow database entries, when migrating workflows. After an External Database connection has been made, it can then be attached to a SharePoint site node in Metalogix Content Matrix.

To add an external database connection when migrating Nintex workflows:

1.In the ribbon toolbar choose Settings > Manage Nintex databases.

The Manage Nintex Workflow databases lists any existing external database.

Note that the The Configure option can be used to modify any selected connection's Authentication credentials. The SQL Server and SQL Database data cannot be configured through this option. After the credentials have been modified the connection can be made again.

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2.To add a new connection:

a)Click New.

b)Complete the Connect to SQL Server dialog, making sure that you select a valid Nintex database.

If you want to use an encrypted connection to the database, check the Encrypt Connection box.

NOTE: If the certificate used for encryption is not trusted, you will also need to check the Trust Server Certificate box.

Nintex Connection Dialog

To attach Nintex Databases to a SharePoint node:

NOTE:  Multiple databases can be attached to a single SharePoint site, and a single database can be mapped to multiple SharePoint sites.

1.In Explorer View, select the SharePoint site to which you want to attach the database.

2.Right-click and choose External Connections > Attach Nintex Workflow Database to display the Nintex Database Picker dialog.

Nintex Database Picker

3.From the Database View drop-down, select Attached Databases.

4.Move any databases that you want to attach from the list of available databases in the left pane to the right pane using the Add option. (You can also use the Del option to move an already attached database and make it available again.)

5.Click [OK].

Migrating Nintex Workflows to an On Premises Target

When migrating Nintex Workflows between SharePoint on premises site collections and sites, if Nintex Features are not activated on the target site collection, duplicate site columns may be created.  Therefore, when an option that includes the migration of Nintex workflows is enabled on the Configure Copying Options - Workflow Options tab, Metalogix Content Matrix will check to ensure that Nintex Features are activated on the target site collection(s).  If they are not activated, a warning message will display.  You have the following options:

·Activate the Nintex Features on the target before the migration.

·Exclude Nintex workflows from the migration.

·Proceed with the migration of Nintex workflows without the features activated on the target.  

NOTE:  If you chose this option, after migration you will need to activate Ninte Features on the target then fix any duplicate columns issues manually.

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