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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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Migrating a SharePoint List

To initiate a list-level migration:

1.In Explorer View, navigate to the list that you want to copy.

2.Select the target site, list, or document set into which you want to copy the source list.

3.Use the information in the following table to determine the appropriate action to take.

If you are migrating the list to …

Then …

a site on the target

right-click and choose Paste as List.

another list on the target

Right-click and choose the appropriate option:

·Paste List as Folder - This will paste the source list into the target list as a folder. All the items from the source list will be copied inside this folder.

·Paste Special > Paste all list items - This will paste all the items from the source list into the target list.

a document set on the target

right-click and choose Paste List.

4.Continue with Configuring Copying Options.

Migrating a Duplicate List

The Paste Duplicate List option allows you to migrate a list that already exists on the target site, by giving it a new name (and allowing you to configure different copying options).

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

Library Type/Connection Type Limitations

The Paste Duplicate List option is not available for the Library/Connection Type combinations listed in the following table.

The following library types ...

Are not supported for the following connection types ...

Pages Library

·local object model (OM)

·Client-side object model (CSOM) for both SharePoint on premises and SPO.

Other System Libraries (such as Style Libraries and Images)

·local object model (OM)

·Client-side object model (CSOM) for SPO only.

To paste a duplicate list:

1.In Explorer View, select the list that you want to duplicate to the target site.

2.Right-click and choose Copy List.

3.Select the site to which you want to paste the list.

4.Right-click and choose Paste Duplicate List.

5.In the Rename Settings dialog, enter a new List Name and (optionally) List Title.

Duplicate List Rename Settings

6.Click [OK].

The Configure List Copying Options dialog displays.

7.Continue with Configuring Copying Options.

Migrating One or More SharePoint Items

To initiate a SharePoint item-level migration:

1.In the Explorer View, navigate to the list that contains the item(s) you want to copy.

2.Switch to the Items View.

3.Select the items that you want to migrate (items can be multi-selected by holding the Ctrl button and clicking on another item).

4.Right-click and choose Copy Selected Item(s).

5.Select the target list or folder.

6. Right-click and choose Paste Selected Items (or Paste Item Objects).

Continue with Configuring Copying Options.

Configuring Copying Options

The Paste [Object] dialog provides a tabbed interface that enables you to configure a migration according to your specifications.  Available tabs will vary based on the type of migration that you initiated.

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