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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
About Us

Explorer Control View Tabs

The Metalogix Content Matrix Console user interface uses an Explorer Control style window which allows you to navigate, view, and select the desired content for migration. The Explorer Control window is broken up into three separate tab options, each of which contains its own set of options for viewing content and data. They are:

·Explorer View Tab

·Items View Tab

·Browser View Tab

Explorer View Tab

The Explorer view tab allows you to navigate through your various connections in a tree view.  You can navigate to and selected a desired SharePoint site collect, site, list/document library or sub-folder or a under a specific connection.


There are a set of filtering options that are available in this tab, as well as a set of ordering options. This allows you to display, sort, and filter all of your connections as desired.


There are three primary Filtering options: Text Filter, Connections Filter, and Status Filter.

·Text Filter:  For example, if you only want to view connections that contain "2010" in the URL, you can enter "2010" in the Filter text box, and click the Filter button to the right of the text value. The filter will then be applied to all connections in that Explorer View tab, and only connections that contain a "2010" value will be displayed.


NOTE:  To remove a text box filter, delete the filter value from the text box and re-run the filter action.

·Connections Filter - This option consists of a drop down menu that allows you to filter by connection type. By default, all of these options are selected, but one or more can be DE-selected.

Explorer View Connection Filter

·Status Filter - This option  consists of a drop-down list with the various connection status options.

§NotChecked – Metalogix Content Matrix has not tried to validate the connection yet.

§Checking - Metalogix Content Matrix is currently trying to validate the connection.

§Valid - Metalogix Content Matrix has tried to validate the connection, and has been successful. A connection has been established.

§Invalid - Metalogix Content Matrix has tried to validate the connection, and has been unsuccessful. A connection has not been established.

§Warning - Metalogix Content Matrix has tried to validate the connection, and has been successful. A connection has been established, however, a warning message has been given.

By default all of the status types are selected but, as with the Connections Filter, one or more can be de-selected.


You can also Sort by

·Default - All of the connections in the order they were added.

·Type -These are the same types that are listed in the Connections Filter drop down menu. When selected, connection types will be sorted in the following order:

§SharePoint farms (this includes all Web App and Farm connection to a server, as well as Database connections)

§SharePoint Site connections, which include Site connection types, and Read-only connections to SharePoint  

You can combine various filter and sort options.

Items View Tab

The Items View tab displays any items/documents that exist directly under the selected node (that is, the content of any subfolders under the selected node-will not be displayed), along with column metadata.


There are four main options that are available through this tab. These options are:

·Search – To perform a full or partial text search, enter the string in the search box then either and either press <Enter>, or click the magnifying glass icon to run the search.

NOTE:  The search will be run on the name column (the FileLeafRef) by default, but you can select a different column to search from the drop-down to the right of the search box.


·Refresh - This button will refresh all of the items in the Items View tab.

·Show/Hide Version History - This button option is only available when the selected document library/list has versioning configured. When this button is selected the Items View tab will be divided into two sections, a top section displaying all of the items/documents and a bottom section displaying all of the versions for the selected item/document.

Items View

When an item/document is selected in the top window, all of that item/document's version’s will be listed in the bottom half of the window. You can then look at the metadata for each item/document version that exists. This option can be combined with the Show/Hide Properties button.

If the Show Version History button has already been selected, this will change to be a Hide Version History button instead. You can use this option to stop looking at item/document version histories.

·Show/Hide Properties - The Show Properties button allows you to see a list-style view of the available fields (columns) and their values, for a selected item/document. Any value listed in dark text can be edited and within the window.

Items View Properties

The fields in the Properties window can also be ordered by category, or alphabetically. By default, the fields are ordered by category, and are listed alphabetically within each category. If listed alphabetically, then all property fields (columns) will be listed in alphabetical order, with no breakdown by category. There are two buttons at the top of the Properties window that can be used to determine what ordering type is used. This option can be combined with the Show/Hide Version History button.

If the Show Properties button has already been selected, this will change to be a Hide Properties button instead. Use this option to close the Properties window.

Browser View Tab

The Browser View displays a view of the content as it would be seen in a web browser for a selected node. It is also available if selecting a single item in the Items View. When selected, this tab will display a fully functioning web browser view of the selected content. You can use this Browser View to navigate or work with their content, the same way they would through a normal web browser window.

NOTE:   If an item/document is selected in the Items View, the entire SharePoint list/document library or folder will be displayed in the Browser View tab rather than the selected item/document.

Browser View

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