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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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Registering the Metalogix Content Matrix SharePoint Client Application for OAuth Authentication

The very first time OAuth Authentication is selected, the application Metalogix Content Matrix SharePoint Client must be registered for the tenant.

IMPORTANT:  Prior to version 9.2, the Metalogix SharePoint Migration Client application was used for OAuth Authentication. Jobs created before version 9.2 (including those that use PowerShell or Distributed Migration) will continue to use this application (as long as it is still registered in Azure Active Directory).  Starting with version 9.2, all jobs using OAuth Authentication will use the Metalogix Content Matrix SharePoint Client application.

Required Permissions

At a minimum, the following permissions are required to register and provide consent for the Metalogix Content Matrix SharePoint Client application.

·For a site-level connection, the account must have a minimum of Site Administrator and Application Administrator permission roles.

·For a tenant-level connection, the account must have a minimum of Application Administrator permission role.

Providing Consent to Grant the Application Requested Permissions

The first time a Content Matrix user attempts to connect to SharePoint Online using Office 365 OAuth Authentication, a dialog displays requesting that you grant the permissions that the application needs to perform migrations.

A Global Administrator can check the Consent on behalf of your organization box, which will prevent this dialog from displaying for other users.  If the account is not a Global Administrator, the Consent on behalf of your organization option will be hidden.

IMPORTANT:  If a Global Administrator does not consent on behalf of the organization,  each Content Matrix user who attempts to connect using Office 365 OAuth Authentication for the first time must sign in with an account that has the Application Administrator and SharePoint Administrator permission role.

OAuth Accept

After [Accept] is clicked, the connection is created (and the application will be registered if it does not already exist in Azure Active Directory).  In addition, the token cache file ConnectionsTokenCache.dat is created in the AppData/Roaming/Metalogix folder.  (Note, if you have used OAuth Authentication in an earlier version of Content Matrix, this file will already exist.)

Completing a Connection to SharePoint Online Using Office 365 OAuth Authentication

When you select one of the Office 365 OAuth authentication types, before making a connection to SharePoint Online, a pop-up specific to the authentication type will display, as described in the following table.

NOTE:  If you click the Do not show the message again. box, Content Matrix will continue to use the selected option and no longer display the pop-up.  You can resume having the pop-up display by clicking Reset Configuration Options on the ribbon toolbar Settings tab.

If you selected...

Then ...

Auto Detect or Office365 OAuth/Standard/ADFS Authentication

the pop-up will ask you to confirm that you want to use the Office 365 OAuth option.  

OAuth Popup

Choose [Yes - Use OAuth].

Office 365 OAuth with MFA Authentication (Not Auto Detected)              

the pop-up will inform you of some migration limitations associated with this authentication type.

MFA Authentication Pop Up SHAREPOINT

See the topic Migration Limitations When Using Office 365 OAuth with MFA Authentication for details.


Signing into your O365 Account to Use Office 365 OAuth Authentication

When prompted to sign into your O365 account, for Auto Detect or Office365 OAuth/Standard/ADFS Authentication, you must use the account you specified as the Connect As account in Content Matrix.  The connection will fail if you try to sign in with another account. (This is not an issue with Office 365 OAuth with MFA Authentication, which does not use a Connect As account.)

OAuth Sign In

IMPORTANT:  If you are using OAuth Authentication for the first time, a dialog  may display requesting that you consent to granting permissions that the application needs to perform migrations.  To  provide this consent, the account must be an Application Administrator.  (This dialog will not display if a Global Administrator has granted consent on behalf of the organization.)

OAuth Need Admin Approval

Migration Limitations When Using Office 365 OAuth with MFA Authentication

The following migration options are currently not supported when Office 365 OAuth with MFA is used as the Authentication Type,  and they will be disabled.

NOTE: If your SPO tenant is configured for Multi Factor Authentication and it is important for you to migrate these objects, you will need to use Office 365 Web Browser Authentication instead. Office 365 OAuth/Standard/ADFS Authentication does not work in an MFA-configured environment.

·Navigation Links and Headings: Quick launch navigation (left-hand navigation) and the global navigation (top bar navigation).

NOTE: Tree View settings will be migrated.

·The following List Settings:

§Survey Options (under list settings for Survey List)

§Browser enabled InfoPath form templates (that is, they will not be browser-activated at the target)

·Web parts, unless the Import Pipeline is being used

·Nintex Forms

·Nintex Workflows

·SPD 2010 style workflows.

NOTE: Even if the options are checked, SPD 2010 style workflows and Nintex workflows will not be migrated for Office 365 OAuth with MFA Authentication.  SPD 2013 style workflows, however, will be migrated.

Preserve Workflow Options

·Content type InfoPath forms

·List and Site level content type information management policies.

Migrating to SharePoint Online Using the Import Pipeline

Metalogix Content Matrix currently has limited support for migration using the Import Pipeline.

By default, when the Use Import Pipeline option is checked on the List Content Options tab, the SPO Provided Azure Containers option is selected.  However, if you want to use Azure Private Containers, you will also need to populate the Azure Storage Connection String field.

NOTE:  If you upgraded from version 9.2 or earlier and have existing jobs that use Azure Private Containers, the value in the EnvironmentSettings configuration variable UploadManagerAzureStorageConnectionString will be used.  For security purposes going forward, the connection string must be entered for each migration that uses Azure Private Containers.  Content Matrix will no longer look for the UploadManagerAzureStorageConnectionString value in the EnvironmentSettings.xml file and you may remove it (leaving the configuration variable itself empty).

For detailed information on additional system and configuration requirements for using the Import Pipeline, please see:

·Configuring Settings for Migrations Using the Import Pipeline

·the Metalogix Content Matrix Performance Optimization Guide PDF document included in the installation ZIP file, includes instructions for configuring Azure Private Containers.

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