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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

Incremental Migration

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Incremental Migration

After an initial migration is run, an incremental copy (also known as a delta migration) will copy any new and updated data from the source to the target.

There are three different methods to run an incremental copy from Metalogix Content Matrix:

·Incremental Copy Mode - Update Existing Objects option on the Migration Mode tab

The incremental copying option enables migrations that can preserve and update objects on the target of the migration. This mode is used when you just want to make sure nothing on the target gets overwritten.  Only new objects that do not yet exist on the target are copied.

EXCEPTION:  For lists and libraries with versioning enabled, any new versions that have been created since the initial migration will be copied to the target.

When this option is selected there are two options that are toggled. The first is the Preserve Item IDs option is enabled. The second is that the workflow copy options are turned off. This is because Incremental copies cannot be run on workflows.

·The Custom Copy option on the Migration Mode tab

The custom copy option allows you to run incremental copies for selected content. This option allows you to configure a mix of the Overwrite and the Incremental modes, meaning that incremental copies can be performed on select content in a migration, while allowing other content to be overwritten.

·The creation of an incremental job based on a previously run job

IMPORTANT:  Preserving IDs on items/folders in Lists

When running an incremental copy the Preserve IDs on items/folders in Lists option must have been enabled in the original copy. This is so Metalogix Content Matrix can reference the item ID when looking to see if the items already exists on the target side. If this option was not selected, the incremental copy for SharePoint lists can return some strange results. Generally, in cases where this option was not selected, an incremental copy will create some duplicate content on the target for items it thinks are not in the list, even though they may be (but use a different item ID). The other possible consequence is that some data may be missing, because Metalogix Content Matrix may think that some data exists on the target, even though it may not (but the IDs may be in use). For more information on incremental copying and preserving IDs for SharePoint list items please see Preserving SharePoint List IDs with a CSOM Connection Type .

The preservation of Document ID/s is not an issue for incremental copying of SharePoint documents. Incremental copying for documents is referenced by the folder path/filename of the document instead of the item ID. Metalogix Content Matrix will look for the URL path of the document, and if found, will then compare the modified date between the original target document and the source document to see if any modifications have been made to the file. If any modifications are found, as compared to the target, these will be migrated to the target. If no file was found when looking back to the source/target URL path, then that document/folder will be added.

To perform an incremental copy using Migration mode:

1.Initiate a migration.

2.On the Migration Mode tab, select Incremental copy.

When this option is selected:

§the Preserve Item IDs option is enabled, and

§the Workflow Copy Options is disabled.  (Incremental copies cannot be run on workflows.)

Creating an Incremental Migration from an Existing Job

Navigation:  Incremental Migration >

Creating an Incremental Migration from an Existing Job

REMINDER:  When running an incremental copy the Preserve IDs on items/folders in Lists option must be enabled so that Metalogix Content Matrix can determine if the item already exists  or if it has been updated. (When copying documents the folder path and document name are used instead.)

To perform an incremental migration job from an existing job:

1.In the Job List, select the job(s) for which you want to perform an incremental migration.  (Use [Ctr] click to select multiple jobs.)

2.Right-click and choose Create incremental job.

Create Incremental Job

NOTE: The new job will use the same name as the initial job with " Incrementally" appended to the end of the name

Using PowerShell with Content Matrix

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Using PowerShell with Content Matrix

Metalogix Content Matrix can generate PowerShell scripts to be used to migrate SharePoint content through the PowerShell command window.  You can also use PowerShell to perform other actions, including:

·connecting to SharePoint

·triggering a job in the Content Matrix Console to run

·configuring hub sites

The Content Matrix PowerShell Console shortcut is added to the same Start Menu folder location where the to Metalogix Content Matrix Consoles are placed after installation. The same PowerShell console can be used for any edition, as long as the edition-specific snap-ins are used.  You can also use a standard PowerShell console or PowerShell ISE.

Adding PowerShell Snap-Ins for the Application Framework

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Adding PowerShell Snap-Ins for the Application Framework

Whenever a new PowerShell session is launched, the edition-specific snap-ins must be added before you can perform a Content Matrix action.


· If you have more than one edition of Content Matrix, only one edition can be run per PowerShell session.

·If Content Matrix settings or a connection to a Distributed Database is changed, in order to apply new settings all PowerShell sessions must be restarted.  

To add the PowerShell cmdlets for the application framework:

1.Open a Powershell ISE or PowerShell console session.

2.Add the PowerShell snap-ins by pasting in the following text:

if ( $PsVersionTable.PSVersion.Major -lt 3 ) { Write-Host "Windows PowerShell Version 3.0 or later needs to be installed in order to run Content Matrix PowerShell scripts."; exit; }
if ( (Get-PSSnapin -Name Metalogix.System.Commands -ErrorAction SilentlyContinue) -eq $null ) { add-pssnapin Metalogix.System.Commands | out-null }
if ( (Get-PSSnapin -Name Metalogix.SharePoint.Commands -ErrorAction SilentlyContinue) -eq $null ) { add-pssnapin Metalogix.SharePoint.Commands | out-null }
if (Get-Command Set-MetalogixJobPrerequisites -ErrorAction SilentlyContinue){ Set-MetalogixJobPrerequisites -Value "Content Matrix Console - SharePoint Edition" }


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