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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

Connecting and Migrating Account Requirements

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Connecting and Migrating Account Requirements

The following table provides an overview of the minimum account permissions required to connect to SharePoint and perform various Metalogix Content Matrix operations.

NOTE:  For additional requirements needed to register the Metalogix Content Matrix SharePoint Client application for OAuth Authentication, see Registering the Metalogix Content Matrix SharePoint Client Application for OAuth Authentication.

 

 

Operation

SharePoint

SQL

Global Admin

Farm/
SharePoint Admin

Site Collection
Admin

Term Store
Admin

db_owner on
SP Databases

Reader on
SP Content Database*

Execute on
SP Content Database*

Connecting to SharePoint

SharePoint 2013, 2016, or 2019 Database Connection

 

 

 

 

 

Green Checkmark

Green Checkmark

SharePoint 2007 or 2010 Database Connection

 

 

 

 

 

Green Checkmark

 

Local Object Model Connection

 

 

Green Checkmark

 

Green Checkmark

 

 

Remote Object Model Connection

 

 

Green Checkmark

 

 

 

 

Client side Object Model Connection
(Site Level)

 

 

Green Checkmark

 

 

 

 

Office 365 Tenant Connection

 

Green Checkmark

Green Checkmark

 

 

 

 

Migration Actions

Deploying Nintex Apps to SharePoint Online

Green Checkmark

 

 

 

 

 

 

Migrating as a Site Collection

 

Green Checkmark

 

 

 

 

 

Migrating Managed Metadata

 

 

 

Green Checkmark**

 

 

 

* For a SharePoint 2013, 2016, or 2019 database connection, the combination of Reader and Execute is is the minimum set of permissions required, but the combination of db_dataReader and SPDataAccess can also be used.  

** For a source farm, read permissions to the term store may be sufficient (depending on your environment), but it is recommended that Term Store Administrator permissions be set.

Multilingual Support

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Multilingual Support

Content Matrix supports migrations to SharePoint Online when the default language used on the source is different than the default language used on the target.

NOTE:  Multilingual migrations have been fully tested for a limited number of language combinations (including English, Spanish, and Arabic). However, you can perform migrations using other language combinations.  If you encounter issues, contact Quest Support.

Prerequisites

·When making a connection to the target, the default language of the connecting account must use the same default language as the source.

EXAMPLE:  If you are migrating from English to Spanish, connect to the target with an account whose default language is English.

·The following keys in the ApplicationSettings.xml file must be set to True before performing a migration to a target with a different default language:

·IsMultiLingualMigration

·SkipExistingColumnsAndContentTypes

Supported Objects

The following objects are supported for cross-language migrations:

· Lists and Libraries

·Columns

·Content Types

·Workflows and Forms

·Users and Permission

·Site and List settings

·Web Parts

·Out of Box items and pages

·Views

NOTE:  Item-level (user-created) content is migrated in the source language.  This is a SharePoint limitation.

Connecting to SharePoint

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Connecting to SharePoint

There are six  basic connection adapters that can be used to make connections to SharePoint from Metalogix Content Matrix Console:

·A local connection to a SharePoint site or server *

·A remote connection to a SharePoint site or server

·A connection through the SharePoint Client-Side Object Model (CSOM) for SharePoint 2013 or later, and for SharePoint Online at the site level

·An Office 365 Tenant connection (based on the CSOM connection type) `

·A read-only connection to a SharePoint Database (DB)

* As of version 9.3 the Metalogix Content Matrix Console client application requires Microsoft .NET Framework 4.7.2 to run. Since this .NET requirement applies to the machine on which Metalogix Content Matrix is installed, Metalogix Content Matrix cannot make a local Object Model (OM) connection on a SharePoint 2007 or 2010 environment, because SharePoint 2007 and 2010 require an earlier version of the .NET Framework (v.3.5), which prohibits Metalogix Content Matrix from completing the connection.  Because of this, any migration ‘jobs’ configured to connect to SharePoint 2007 and 2010 environments using a Local OM connection type will cease to work, and these jobs will need to be recreated for use over a different adapter type such as MEWS or DB.

The following table describes the connection adapter types that can be made for each supported version of SharePoint:

SharePoint Server Type

Local Object Model (OM) Connection (Metalogix Content Matrix Console - installed on server)

Remote Object Model (OM) Connection (Metalogix Extensions Web Service installed on remote server)

SharePoint Client Side Object Model (CSOM) Connection

SharePoint Database (DB) Connection (Read Only)

SharePoint Office 365 Tenant Connection

Microsoft Office SharePoint Server (MOSS) 2007

-

Green Checkmark

-

Green Checkmark

-

Microsoft SharePoint 2010 (Foundation and Server)

-

Green Checkmark

-

Green Checkmark

-

Microsoft Office 365

-

-

Green Checkmark

-

Green Checkmark

Microsoft SharePoint 2013 (Foundation and Server)

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

**

-

Microsoft SharePoint 2016

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

**

-

Microsoft SharePoint 2019

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

**

-

** If Content Matrix Console is installed on a server where SharePoint is also installed, the appropriate version of the adapter will be configured automatically. If SharePoint is not installed on the same machine as the Content Matrix Console, the installer will prompt for the configuration of  a SharePoint 2013, SharePoint 2016, or SharePoint 2019 database adapter, as more than one cannot exist on the same non-SharePoint machine at the same time. If you need to switch from one version of the database adapter to the other, you will need to first uninstall and then re-install the SharePoint edition using Modify operation.  If you are using Distributed Migration, you will also need to update the database adapter version on the agents

For each of the direct connections to SharePoint (local OM, remote OM, CSOM, and Tenant) there is a full connection and a read-only connection (with the exception of DB connections, which are read-only by default). The Write and Read-Only connection states are available under the Add Connection menu, and are differentiated in the Explorer View tab by different icons (the read-only icon has a lock over the system connection).

Adding a connection to Office 365 is essentially the same as connecting to any other SharePoint site or server, with a few minor differences. Users can make a site level connection to an O365 environment using the CSOM connection adapter, and they can also make a Site Collection level connection using the Tenant connection adapter.

Connection Type Functional Comparison

Connection Type Functional Comparison

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Connection Type Functional Comparison

SharePoint Database Connection

The SharePoint Database connection is a read-only connection that accesses the  SharePoint data by reading the content databases directly from the SQL server used by an on premises SharePoint farm.

NOTE:  After connecting to a 2013 or later SharePoint database, you have the option of making an External Connection to a SharePoint server.  If you select this option,

Required Permissions

·For SharePoint 2013, 2016, and 2019: The combination of Reader and Execute on the Content Database is the minimum set of required permissions, but the combination of db_dataReader and SPDataAccess can also be used.  

·For SharePoint 2007 and 2010:  Only Reader or DBReader on the Content Database is required.

Okta authenticaton support

N/A

When to Use

·When connecting to the source farm

·When there is a need to optimize migration performance

·When there is a requirement to use the Search function in SharePoint 2013

Optimal Use Cases

·Migrating Managed Metadata using GUID mapping

·Migrating SharePoint 2010 lists and libraries containing Managed Metadata using the Import Pipeline, provided all affected Metadata is migrated to the target and the source and target GUIDs of all affected Metadata is mapped

·Migrating workflows

·Migrating alerts to a SharePoint on premises target

Unsupported Operations

·Creating and deleting SharePoint objects (because it is a read-only connection)

·Migrating MySites (because they will be migrated as site collections and will not include some of the User Profile data)

·Migrating InfoPath forms

·Mapping site templates (because it can only detect site templates for any site that exists under the selected source node)

Local Object Model (OM) Connection

The local Object Model connection accesses the SharePoint on premises OM API locally on the machine, which allows it to preserve more existing metadata and grant deeper access for some Content Matrix features.

Required Permissions

Site collection and db_owner on SharePoint Admin, Config and content databases.

NOTE:  The connecting account must be the currently logged-in user.

Okta authenticaton support

N/A

When to Use

·When the Content Matrix Console is installed on a WFE server of an on premises SharePoint farm.

·On the target farm, to help with performance.

Optimal Use Cases

·Updating site collection settings

·Migrating web part connections

·Migrating Managed Metadata

·Migrating InfoPath forms

·Migrating List Template Gallery

·On the source farm:

§migrating alerts to SharePoint on premises

§migrating Audiences

§migrating Records Centers to SharePoint Online using the Import Pipeline

§preserving workflow associations

·On the target farm:

§migrating Site collections, including site collection administrators

§migrating MySites

§migrating Master Page Gallery

§preserving Site themes

§preserving SharePoint List and List Item IDs

§preserving Authorship metadata

§setting site quotas

§transforming list and site columns into a Managed Metadata column

Remote Object Model Connection Using Metalogix Extensions Web Service

The Remote Object Model connection allows Content Matrix to have a remote connection to the SharePoint on premises OM API through a SharePoint solution, which grants all of the same access for features and metadata that is available from the Local OM connection.

Required Permissions

Site collection administrator

When to Use

When the Metalogix Extensions Web Service (MEWS) is installed on the SharePoint farm

Okta authenticaton support

Supported* with the following limitations:

·Content Matrix SharePoint Edition only

·Must be used with Web Browser Authentication (which is not auto-detected)

·Not supported for a connection that uses a proxy and/or certificate

EXCEPTION:  Okta supports the use of certificates for SharePoint 2010 only.  Refer to the article For SharePoint 2010 only: Import security certificate to Trusted Root Certificate Authority on the Okta website for details.

·Because Okta requires web browser authentication, use with Distributed Migration and PowerShell are not supported.

 

* Only connections to SharePoint 2016 have been tested by Quest.

Optimal Use Cases

·Migrating classic web parts

·Migrating Managed Metadata

·Migrating InfoPath forms

·Migrating List Template Gallery

·Updating site collection and navigation settings

·On the source farm:

§migrating alerts to SharePoint on premises

§migrating Audiences

§migrating Records Centers to SharePoint Online using the Import Pipeline

§migrating Workflows

·On the target farm:

·migrating Site collections, including site collection administrators

·migrating MySites

§migrating Master Page Gallery

§preserving Site themes

§preserving SharePoint List and List Item IDs

§preserving Authorship metadata

§migrating site quotas

§transforming list and site columns into a Managed Metadata column

Client Side Object Model (CSOM)

The Client Side Object Model connects through the SharePoint CSOM.  It can be used to connect to SharePoint on premises, but does not have the same level of fidelity that the Object Model connections have.  It is the only method for making site-level connections to SharePoint Online.  

Required Permissions

Site collection administrator

When to Use

·For SharePoint on premises, when Local OM connection cannot be made or MEWS cannot be installed on the environment.

·For SharePoint Online, when making a site-level connection.

Okta authenticaton support

Supported for connections to SharePoint on premises*, with the following limitations:

·Supported for Content Matrix SharePoint Edition only

·Must be used with Web Browser Authentication (which is not auto-detected)

·Not supported for a connection that uses a proxy and/or certificate

·Because Okta requires web browser authentication, use with Distributed Migration and PowerShell are not supported.

 

* Only connections to SharePoint 2016 have been tested by Quest.

Optimal Use Cases

·Migrating Managed Metadata (for a connection to SharePoint Online)

·Migrating libraries that contain .aspx files, even if migration using the Import Pipeline is enabled

§migrating OOB and SPD workflows

§preserving major, minor, and draft versions of a document

·preserving Web Part views

·transforming list and site columns into Managed Metadata columns

Unsupported Operations

·Migrating to a farm that uses Storage Point

·Migrating site collections with host headers

·Preserving list/library settings such as Quick Edit, Open document in browser, Launch form in a dialog and Allow items to be downloaded to offline clients

·On the target:

§migrating  Nintex workflows

§migrating Access request settings

§preserving workflow instances

Office 365 Tenant Connection

The Office 365 Tenant connection works the same as a CSOM connection to an Office 365 environment, but since it connects at the tenant level it can also be the migration target for site collections, MySites, and Managed Metadata.

Required Permissions

SharePoint Administrator (and Site Collection Administrator for each target site collection in the Office 365 tenant environment)

Okta authenticaton support

N/A

Optimal Use Cases

·Migrating Site collections, including site collection administrators

·Migrating Managed Metadata (This also requires the Term Store Administrator role)

·Migrating classic web parts

·Transforming list and site columns into a Managed Metadata column

·Miigrating MySites

·Migrating SPD workflow associations for lists and content types

·Preserving SharePoint list item IDs

Unsupported Operations

On the target:

·migrating Nintex workflows

·migrating workflow instances

·preserving Web Part Views

·preserving major, minor, and draft versions of documents.

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