Chat now with support
Chat with Support

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

Copying Permissions as a Separate Action

Metalogix Content Matrix can copy permissions using the context (right-click) menu. Copying permissions using this method is different from copying them as part of a full migration in that th this method will only copy permissions to the selected target node.  

NOTE:  You would not use this method for pasting permissions if you wanted to paste permissions recursively in a selected node.

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

EXAMPLE 1:

If you want to copy the site level permissions for a source site, and paste them to a target site without copying any of the list, folder, or item level permissions for that site, this is the method use.

EXAMPLE 2:

If you want to paste permissions for a specific list or item, you can select the target node for that list/item and paste the permissions. Then the permissions would only be migrated to the list/item permissions for the selected target node would have the permissions pasted to it, and no other permissions under the selected node would be migrated.

To copy permissions as a separate action:

1.In Explorer View, select the object whose permissions you want to copy.

2.Right-click and choose Copy [Object].

3.Select the target object to which you want to copy the permissions.

4.Right-click and choose Paste Site Objects > Permissions.

5.Complete the Configure Permissions Copying Options - Permissions Options tab as you would if you were performing a full migration.

Congiruge Permissions Options Post Migration

Copying Permissions Levels as a Separate Action

REMINDER:  Permission levels can only be copied at the site or site collection level.

To copy permissions levels as a separate action:

1.In the Explorer View, select the site from which you want to copy permissions levels.

2.Right-click, and choose Copy Site.

3.Select the target location, right-click and choose Paste Site Objects > Permissions.

4.If you want to Copy Permissions Levels recursively down through the site structure, check this box.

NOTE:  If you leave this box unchecked, permissions levels will be copied to the selected site only.

Copy Permissions Levels Post Migration

You can now save or run the action.

Copying Content Types as a Separate Action

NOTE:  This option is generally only recommended if the source site has already been migrated over to the target, or if you are trying to copy content types over to a different target location.

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

To copy content types as a separate action:

1.In Explorer View, select the site from which you want to copy content types.

2.Right-click and choose Copy Site.

3.Select the target location.

4. Right-click and choose Paste Site Objects > Content Types.

5.If you want to copy the content types to any child sites below the selected node, check the Copy Content Types Recursively box.

NOTE:  If you leave this box unchecked, content types will be copied to the selected site only.

6.Select the Content Types on the source site that you want to copy and move them to the Content Types to copy pane.

Configure Content Type Copying Options

NOTE: Content types from the parent site structure will be copied in case there is any inheritance that needs to be preserved.

You can now save or run the action.

Copying Web Parts as a Separate Action

NOTE:  This option is generally only recommended if the source site has already been migrated over to the target, or if you are trying to copy content types over to a different target location

To copy web parts as a separate action:

1.In Explorer View, select site whose web parts you want to copy.

2.Right-click, and choose Copy Site.

3.Select the target site to which you want to copy the web parts.

4.Right-click and choose Paste Site Objects > Web Parts.

5.Complete the Configure Default Web Part Page Copying Options dialog - Web Parts tab as you would if you were performing a full migration.

You can now save or run the action.

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating