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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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Determining the Status of a Migration Running in the Background


Is there a way to determine what the status is for a migration that is running in the background?


Yes, this can be done. This is more of a workaround method that should achieve the same results.

For this method to work users must create a new batch file for the job list, and store it in a commonly accessible area on the file system. Give this job list the same name as the one that is, or will be, running in the background. After the main job is running in the background, the new job file can be opened in any users instance of Metalogix Content Matrix. When the new job is opened, users will be given a snapshot view of the job in progress (this is not a real-time update).

For example, let's say that a job file called "Big Job" is running in the background, and another user wants to determine the progress for this job. They would create a new Job file, and call it "Big Job" to match the existing (running) job and then place that file in a commonly accessible area on the file system. Next, they would open this new job file (the copy) in their instance of Metalogix Content Matrix. This should give the user a snapshot view of the original "Big Job" migration, in process, as it continues to run in the background.

Users can use this method to quickly determine how far along the migration is, and it's status.

MySite and User Profile Migration Issues


I am having issues migrating MySites, more specifically the User Profiles that are associated with MySites. What could be causing this issue, and is there a solution for it?


In most cases Metalogix Content Matrix can migrate MySites along with the User Profile data, however, there are cases in which this data may have trouble migrating across.

MySites can use one of four possible naming conventions in the MySite host, and these naming conventions can affect how MySite and User Profile data can be returned. These naming conventions are:

·Domain_Username - This naming convention requires that the MySite name needs to be specified as the same name for the user who it belongs to. The Domain_Username format is used to name the MySite. For example if user User_1 had a MySite, the MySite would be named User_1.

·Unknown - The naming convention for this type is an unknown format. As a result all Metalogix Content Matrix can return is the information we get from the SharePoint Object Model (OM). This format is returned if end users have modified the naming convention to a custom format. This is usually the naming convention that causes the most issues.

·Username_CollisionsDomain - This naming convention uses a User name format (and not a Domain_Username format). When migrating MySites, Metalogix Content Matrix will use the Domain_Username format if a MySite with the User name (under the User name format) already exists.

·Username_CollisionError - This naming convention will be used if the Username_CollisionsDomain format is being used and an exception is thrown because a site with the same user name already exists.

In the case of the Unknown naming format, Metalogix Content Matrix may not be able to preserve the naming convention, in which case the migration of the MySite should fail.

In this type of situation there is a workaround method that users can use. Instead of migrating the MySite as a MySite, you can migrate it as a regular SharePoint site collection (to any target location). Once this is done you can then manually link the User Profile to the appropriate site collection or site.

Optimal Setup for Best Performance Migrating SharePoint On Premises


What is the optimal setup for best performance for Metalogix Content Matrix?


The optimal setup for performance with Metalogix Content Matrix is to have the application itself installed on the target server, and the Metalogix Extensions Web Service (MEWS) installed on the source server. Then use a SharePoint Database (DB) connection to connect to the source. The Metalogix Extensions Web Service would not need to be installed on the target since the application itself would be installed, allowing for a direct connection to the SharePoint Object Model (OM).

There are a few trade-offs for using the DB connection for the source. In these cases you will be limited with: no write access, no server level connections or actions, and the potential to run into issues when dealing with custom site templates. If these are trade-offs that you are not willing to deal with then it is recommended to connect to the source using a Metalogix Extensions Web Service connection.

The main issue that can cause slowdown with the Metalogix Content Matrix Console is copying file structure. If the content that is being migrated contains a large file structure the migration will go slower because Metalogix Content Matrix will try to recreate this structure.

For example, if we have two sites that contain the same amount of data, Site A and Site B, and Site A uses a more complex file structure than Site B, the migration of Site A will run slower then the migration of Site B. Even though these sites contain the same amount of data Metalogix Content Matrix will require more time to recreate the complicated structure of Site A, resulting in Site B finishing it's migration first.

Using Proxies, Load Balancing or Alternate Access Mappings


How does Metalogix Content Matrix deal with environments that use proxies, load balancing and/or alternate access mappings (AAM)?


Metalogix Content Matrix Console should not run into any issues with these three things. Metalogix Content Matrix uses the Metalogix Extensions Web Service (MEWS), which deploys over a whole farm and functions identically to a regular SharePoint web service. SharePoint web service's get the benefits of IIS redirection, proxy pushing, and anything else that SharePoint can utilize, such as Alternate Access Mappings (AAM). Since the Metalogix Extensions Web Service acts the same as a SharePoint web service it also gets all of these benefits.

In the case for load balanced environments the Metalogix Extensions Web Service would need to be deployed through the target side SharePoint farm. When the Web Service is installed it automatically gets deployed to all the SharePoint instances within that farm, as a SharePoint solution. Once the Web Service is installed on the target server, then load balancing should no longer be an issue.

There are, however, some cases where proxy settings may not work correctly by default. In these cases it is possible to set some specific proxy settings for the specified connection. Please see the Configuring Proxy Settings page for more details, or the Manually Configuring Proxy Settings page if the proxy settings need to be manually configured.

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