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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

Jobs List

Jobs in Metalogix Content Matrix Console can be managed from the Job List. Jobs are listed for migration actions that have already been run, as well as for actions that have been saved. Jobs List SP

Using Multi-Select

Multi-select can be used to select a number of nodes on the source side Explorer View tree, and migrate those nodes to a target SharePoint instance. Multiple SharePoint connections can be selected at one time, but only to Disconnect or Refresh those connections. If connected to a SharePoint farm or web application, only a single site collection can be selected at a time, however, multi-select can be used on any sub-sites under a single site collection.

This feature also works for migrating a single list or site into multiple target locations at the same time; for example, if you have a document library that you want to migrate into two or more target SharePoint sites. After the library is copied, any number of desired target sites can be selected, as long as they are all under the same target connection node, and when pasted the list will be migrated to all of the selected target site nodes. The basic cases for multi-select are copying: multiple to one, one to multiple, and multiple to multiple.

In addition to using check boxes to multi-select, you can use <Shift> and the <Ctrl> keys in the conventional way.

Limitations of Multi-Select

There are a few limitations when using multi-select. These limitations are:

·Only one node type can be selected at a time - This means that if a SharePoint site node is selected, then only other site nodes can be selected, and included in the action.  

While the content under those nodes will be migrated (as per the selected options), only other site nodes themselves can be selected. This is the same for SharePoint lists/libraries, and folders. When connected to a SharePoint server only a single site collection can be selected at one time, but multiple sites under the site collection level can be selected.

The first node selected in the multi-select will determine what type of node can be included, and if an invalid selection is made, then the node that you tried to select will only blink. For example, if a list is selected, then only other lists, within the site collection, can be selected. If you try to select a SharePoint folder or site, then this is an invalid selection, and the folder or site will blink.

·Column Mapping - Column mapping is not available in some cases when using multi-select. If multiple lists are selected (on the source or target) then the Column Mapping feature will not be available. Some basic examples are: pasting lists (on the source) as folders (on the target), or if pasting list Items into multiple lists on the target.

·Available Context (Right-Click) Menu Options - When using multi-select the options that are available in the context (right-click) menu can change depending on where the multi selection is taking place.

When copying multiple nodes from the source side, only a few context menu options are available. These options are: Copy [Object], Check Links, Delete [Object], Refresh Nodes. Additionally, when multiple source items are selected in the Explorer View, only the Paste [Object] option is available on the target, and not the Paste Special > Paste [Specific Object] option.

If only one source item is selected and pasted to multiple locations, a few more of the Paste context menu options become available. While most of the Paste Special options become available there are still a few of these that are not. When pasting a single node to multiple locations the following options are available: Paste [Object], Paste Special, Check Links, Delete [Object], and Refresh Nodes. The options that are not available for multi-select are under the Paste Special action, and these are: Paste alerts, Paste master page gallery, Paste site navigation, and Paste users. All the remaining context menu options should be available.

Enabling Advanced Mode

Some options in Metalogix Content Matrix are considered "advanced" and are disabled by default. Options that require Advanced Mode are identified throughout this documentation.

To enable Advanced Mode:

In Metalogix Content Matrix Console ribbon toolbar, choose Settings > Enable Advanced Mode.

NOTE:  When the button is highlighted, Advanced Mode is enabled, and additional options become available for nodes/items selected in Explorer and Item View tabs. Transformation Options  become available as well.

Advanced Mode Enabled

Connecting and Migrating Account Requirements

The following table provides an overview of the minimum account permissions required to connect to SharePoint and perform various Metalogix Content Matrix operations.

NOTE:  For additional requirements needed to register the Metalogix Content Matrix SharePoint Client application for OAuth Authentication, see Registering the Metalogix Content Matrix SharePoint Client Application for OAuth Authentication.

 

 

Operation

SharePoint

SQL

Global Admin

Farm/
SharePoint Admin

Site Collection
Admin

Term Store
Admin

db_owner on
SP Databases

Reader on
SP Content Database*

Execute on
SP Content Database*

Connecting to SharePoint

SharePoint 2013 or 2016 Database Connection

 

 

 

 

 

Green Checkmark

Green Checkmark

SharePoint 2007 or 2010 Database Connection

 

 

 

 

 

Green Checkmark

 

Local Object Model Connection

 

 

Green Checkmark

 

Green Checkmark

 

 

Remote Object Model Connection

 

 

Green Checkmark

 

 

 

 

Client side Object Model Connection
(Site Level)

 

 

Green Checkmark

 

 

 

 

Office 365 Tenant Connection

 

Green Checkmark

Green Checkmark

 

 

 

 

Migration Actions

Deploying Nintex Apps to SharePoint Online

Green Checkmark

 

 

 

 

 

 

Migrating as a Site Collection

 

Green Checkmark

 

 

 

 

 

Migrating Managed Metadata

 

 

 

Green Checkmark**

 

 

 

* For a SharePoint 2013 or 2016 database connection, the combination of Reader and Execute is is the minimum set of permissions required, but the combination of db_dataReader and SPDataAccess can also be used.  

** For a source farm, read permissions to the term store may be sufficient (depending on your environment), but it is recommended that Term Store Administrator permissions be set.

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