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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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Changing a Job Configuration for Multiple Files

Question

Is it possible to change the configuration for multiple job files at one time in the Job List section of Metalogix Content Matrix?

Answer

Yes, this is possible. Most users will only need to change the configuration of a single job in the Job List section, but it is possible to change the configuration for multiple jobs at one time.

In order to modify the configuration for multiple job files at one, select all of the jobs in the Job List section. Once all of the desired jobs are selected there are two methods that can be used to access the configuration dialog. The first is to click the Change Configuration button at the top of the Job List, and the second method is to open the context (right-click) menu, and select the Change configuration for selected jobs option.

The behavior for changing the configuration of multiple files at once changes slightly depending on the version of Metalogix Content Matrix Console that is being used.

Behavior in Versions 6.1.00 and Later

When changing the configuration for multiple files that use the same type of action at once, only settings that are changed during the re-configuration will be pushed into all of the selected jobs. This means that even if all of the jobs contain different settings, they will all still contain these different settings after the configurations have been modified. Only the settings that were re-configured will be changed (to whatever setting they were changed to).

Let's look at the example of three "Paste Site" jobs that are previously configured, and each has a different Rename action applied to it as well as a few various other differences in selected options. When the Change Configuration is applied to all three at once, only the settings that were reconfigured will be affected. So if the web part options were changed, then those options will be applied to all three jobs, but each will still retain their original Rename setting, and any other settings that were configured even if there are differences.

Behavior in Versions 6.0.0201 and Earlier

When changing the configuration for multiple files that use the same type of action at once, all of the selected files will have the options for the first job in the Job List section pushed into them, regardless of any other setting the previously used. Basically, all of the jobs after the first select job in the Job List will be modified to use all of the settings from the Change Configuration dialog.

Let's look at the example of three "Paste Site" jobs that are previously configured, and each has a different Rename action applied to it as well as a few various other differences in selected options. When the Change Configuration is applied to all three at once, all of the configuration options that are set for the first of the selected jobs in the Job List will be pushed to the two remaining jobs. These two remaining jobs would then use all of the exact same configuration options as the first job, including the values for the rename options. Any of the previous settings for the two remaining jobs would be lost (because they are replaced with the first jobs configuration options).

SharePoint 2013 and Later Site Collection Creation Issue

Question

I have been trying to create a new Site Collection in SharePoint 2013 or later through Metalogix Content Matrix but I have been encountering issues. Why is this happening? and what can I do about it?

Answer

Starting with SharePoint 2013, most web applications use claims authentication, but the Central Administration web application that manages the server level settings uses Classic authentication. When Metalogix Content Matrix Console connects to a SharePoint server it has to authenticate through a web application. When connected to a SharePoint 2013 or later web application that uses Claims authentication, SharePoint itself can have trouble recognizing that the accessing User account has permissions in the web application areas that are managed by Classic authentication. This is also true if connected to a web application that uses Classic authentication, if trying to access an area managed by Claims authentication.

In SharePoint 2013 and later, the permissions to create Site Collections is managed by Classic authentication, so if connected through a Claims authentication web application users will receive a "401 Unauthorized" error message when trying to create a new Site Collection. This happens even if the user account has all of the appropriate permissions. If connecting through a Classic authentication web application, users will receive permission errors when trying to set any settings on a Site Collection that uses a Claims authentication web application, after the Site Collection is created.

Connection icon

From internal testing, we have determined that SharePoint 2013 or later connections that use the Local Object Model connection will not run into this issue. This is because the Local OM connection type does not run authentication through IIS, which appears to be a trigger point for the authentication issues.

From testing we have also determined that you are still able to create SharePoint 2013 or later Site Collections when using the Remote OM connection type, but in order to do this Metalogix Content Matrix Console must elevate your permissions for the creation step. Before elevating any credentials, Metalogix Content Matrix Console will run a preliminary check to ensure the migrating user has enough permissions initially to be able to use the elevated Site Collection creation. In order for these elevated permissions to be used, the migrating user account must explicitly (by name) have "Full Control" permissions on the Web Application that the Site Collection is being created on.

In the Remote OM connection case users can also create a Site Collection within any web application if they are a member of the Farm Administrator group in SharePoint and they are connected to Central Administration as a farm connection.

Possible Errors when Creating Site Collection in SharePoint 2013 or later

Below is a list of errors (and their explanations) that you might encounter when trying to create Site Collections in SharePoint through Metalogix Content Matrix Console.

·Error Message 1 - Unable to create a site collection using Self Service Site Creation under the Administration Web Application.
 
Explanation/Resolution - The User is connected to the Central Administration web application (using a farm or web connection type) and is trying to create a Site Collection using Self Service mode. This is not allowed. You will need to use the Admin mode instead.

·Error Message 2 - Unable to obtain Web Application '<web application name>'.
Explanation/Resolution - Metalogix Content Matrix is unable to find the web application. This should not occur unless a serious issue within SharePoint has occurred from the time the Site Collection configuration dialog was displayed, and the call to the Metalogix Extensions Web Service (for remote OM connections) was made to perform the Site Collection creation. Check your SharePoint environment, and resolve any issues. Then try again.

·Error Message 3 - Migrating user '<migrating user>' requires explicit Full Control on the web application where the site collection is intented to be created. If the migrating user is a member of the Farm Administrators group then connect to the Central Administration site and try again.
 
Explanation/Resolution - The migrating user has read permissions on the web application (using a farm or web connection type) that they're connected to, but does not have full control on the web application that they are trying to create the Site Collection in. To resolve this, the migrating user account must be added explicitly (by name) with Full Control to the respective Web Application that they are trying to create the site collection in. They can also create a Site Collection within any web application if they are a member of the Farm Administrator group in SharePoint, and they are connected to Central Administration as a farm connection.

Job List Database fails to Load After Upgrade

Question

I recently upgraded to Metalogix Content Matrix Console version v.6.2.x.x and my Job List database is failing to load. What might be causing this issue? and how can I fix it?

Answer

This issue was likely caused by a recent upgrade to Metalogix Content Matrix Console's security features. A security upgrade has been made in Metalogix Content Matrix Console version 6.2.0.0 and later. This change has resulted in two potential issues that users can encounter. These issues and their resolutions are:

·Issue 1: The Job List database failing to load.
 
Resolution: When the Metalogix Content Matrix Console client opens, an error message will prompt the user to open the Job List file again. Go down to the Job List section and click File > Open Job List. This will open a Browser window. Navigate to the location that contains the LST file for the Job List that was previously listed in the Job List section. Then select the LST file and click Open. The Job List will now be loaded and users can continue as normal.
 
Due to the security upgrades in version 6.2.0.0 and later, the security settings for the Job List need to be upgraded. Metalogix Content Matrix Console cannot do this while the job is actively selected, but can apply the update to the existing Job List the next time it is loaded back to the Job List section of the client application.

·Issue 2: Any connections that have had the Save my credentials check box selected will no longer have their passwords saved.
 
Resolution: For any connections that had their credentials previously saved by using the Save my credentials option, you will need to connect or reconnect to that environment and enter the password in again, then complete the connection. The security upgrade has caused the encryption file for any saved passwords within Metalogix Content Matrix Console to be upgraded, and to apply this upgrade to this file, any saved passwords must be re-entered.

Customized Wiki Page Web Part Zones Not Being Migrated

Question

Why is it that when I migrate a wiki page that has been modified using SharePoint Designer (SPD),  web part zones and web parts are not preserved on the target?

Answer

To be able to migrate web part zones and web parts that were added using SPD:

·the SharePoint source version and the source connection type must support customized wiki page migration

AND

·the Configuration Key AllowCustomizedWikiPageMigration in the ApplicationSettings.xml file must be set to True.

Supported Source SharePoint Versions and Connection Types

You can migrate custom web part zones and web parts added using SPD for the following SharePoint versions and connection types on the source.

Supported Source Version

Supported Source Connection Types

SharePoint 2007

·Remote Object Model (MEWS)

·Database (Db)

SharePoint 2010

SharePoint 2013

·Local Object Model (OM)

·Remote Object Model (MEWS)

·Database (Db)

NOTE:  Currently, customized wiki page migration is not supported for a SharePoint 2016 or SharePoint 2019 source.

Adding a Configuration Key to Allow Customized WikiPage Migration

If you want to migrate Customized wiki pages instead of treating them as normal wiki pages for which source content will not be preserved at the target after migration, you can add the Configuration Key AllowCustomizedWikiPageMigrationto the ApplicationSettings.xml file manually (ideally after the Configuration Key EnableSslForEmail) and set the value to True.

Application Setting AllowCustomizedWikiPageMigration

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