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Metalogix Content Matrix 9.4 - SharePoint Edition User Guide

Introduction Activating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements Multilingual Support Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
How Team Sites are Migrated to Modern Team Sites How SharePoint Sites are Migrated to Modern Communication Sites How MySites are Migrated How "Share With" Metadata is Migrated to SharePoint Online Using the Import Pipeline 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 Classic Web Parts are Migrated How Site Themes are Preserved How Site Features Are Migrated How Managed Metadata is 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 Metalogix StoragePoint Content is 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 Configuring Hub Sites Incremental Migration Using PowerShell with Content Matrix
Adding PowerShell Snap-Ins for the Application Framework 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 About Us

Creating a SharePoint Site Collection

Navigation:  Preparing for a Migration > Creating a SharePoint Object >

Creating a SharePoint Site Collection

You can create a site collection for a read/write (source/target) connection type at the farm/tenant, or Web application level.  If creating a site collection is invalid for the connection type, this option will be disabled.  

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

To create a new SharePoint site collection:

1.In the Explorer View navigate to the SharePoint Farm/ Web Application (on premises) or Tenant (SharePoint Online) where the new site collection should be created.

2.Right-click and choose Create Site Collection.

3.Complete the fields on the Create Site Collection dialog for the selected Mode as you would if you were creating a site collection from within SharePoint.

NOTE:  In addition, you have the option to create a host named site collection using the Host Header option.  Refer to the Microsoft TechNet article details about host-named site collections.

Create Site Collection dialog

Note that if you are migrating to SharePoint Online or SharePoint 2019, the default template is (modern) Team Site (no Office 365 group) (STS#3). For SharePoint Online, Content Matrix does not support connections to tenant-level groups.

4.After completing the dialog, click [OK].

The new site collection now displays in the Explorer View.

Creating a SharePoint Site

Navigation:  Preparing for a Migration > Creating a SharePoint Object >

Creating a SharePoint Site

You can create a new SharePoint site via Metalogix Content Matrix under an existing site collection or site as long as the connection type is not read-only.  If site creation is not valid for the connection type, the option will be disabled

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

To create a new SharePoint site:

1.In the Explorer View, select the site collection or site under which you want to create the new site.

2.Right-click and choose Create Site.

The Create Site dialog displays, prompting you to enter the Site Title, Site URL Name, Description, and Template for the new site.

NOTE:  For Site URL Name, it is only necessary to enter the name of the site as you want it to appear in the URL, not the entire URL path.

Create Site dialog

Note that if you are migrating to SharePoint Online or SharePoint 2019, the default template is (modern) Team Site (no Office 365 group).  For SharePoint Online, Content Matrix does not support connections to tenant-level groups.

3.When you have completed the fields on the Create Site dialog, click [OK].

The new site will now display in Explorer View.

Create a SharePoint List

Navigation:  Preparing for a Migration > Creating a SharePoint Object >

Create a SharePoint List

You can create a new SharePoint list via Metalogix Content Matrix under an existing site as long as:

·the connection type is not read-only, and

·the new list can use any site template that is installed on the SharePoint environment.

If site creation is not valid for the connection type, the option will be disabled.

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

To create a new list:

1.Navigate to the SharePoint Site where the list/library should be created.

2.Right-click and choose Create List.

Create List Menu Option

3.Complete the Create List dialog as you would if you were creating a list from within SharePoint.

Create List dialog

4.After completing the dialog, click [OK].

The new site collection now displays in Explorer View.

Create SharePoint Folder

Navigation:  Preparing for a Migration > Creating a SharePoint Object >

Create a SharePoint Folder

You can create a new SharePoint list via Metalogix Content Matrix under an existing list or library (or within an existing folder) as long as the connection type is not read-only..  If folder creation is not valid for the connection type, the option will be disabled.

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

To create a new SharePoint folder:

1.Navigate to the SharePoint Document Library, List, or Document Folder under which the new folder should be created.

2.Right-click and choose Create Folder.

Create Folder Menu Option

3.Complete the Create Folder dialog.  

Note that the Folder Type drop down allows you to select the content type with which to create the folder. if only one content type exists on that list/library/folder, the option will be grayed out. There is also a check-box option to overwrite any existing folder that uses the same folder name at the level the folder is being added.

Create Folder dialog

4.After completing the dialog, click [OK].

The new folder now displays in Explorer View.

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