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Content Matrix 9.10 - SharePoint Edition

Introduction Activating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Multilingual Support Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
Team Site to Modern Team Site Migration SharePoint Sites to Modern Communication Site Migration Promotion of First Level Subsites to Site Collections MySite Migration "Share With" Metadata and "Sharing Links" Access Permissions Migration Records Center to SharePoint Online Migration Using the Import Pipeline Master Page Migration List Template Gallery Migration Content Types Migration Document Version and Checked Out File Limitations Ghosted and Un-Ghosted Page Migration Document Set Migration Navigation Migration Classic Web Parts Migration Site Theme Preservation Site Feature Migration Managed Metadata Migration Users and Permissions Migration BCS/BDC Data Migration OneNote Notebooks Migration Customized Form Pages Migration InfoPath Forms Migration SharePoint Workflow Migration Nintex Workflows and Forms Migration Link Correction StoragePoint Content Migration
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action 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
DB_Owner Permission Keyboard Shortcuts Activating the License Key Silently License Key Troubleshooting Errors Connecting to SharePoint 2019 or SharePoint Server Subscription Edition in a FIPS-Enabled Environment 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 Extensions Web Service Installation Files Migrating JavaScript Migrating Site Variations Migrating with SharePoint Document IDs Changing a Job Configuration for Multiple Files SharePoint Site Collection Creation Issue Customized Wiki Page Web Part Zones Not Being Migrated Preserving SharePoint List Item IDs When Migrating to SharePoint Online Retrying Failed Document Copies to SharePoint Online CSOM Connections Import Pipeline Batches Getting Stuck Migrating Content When the Source Custom List Template is Missing When Migrating to SharePoint Online HTTP Status Code 429 (“Too many requests”) or 503 (“Server Too Busy”) Message Returned How Do I Identify and Remove Containers and Queues from My Azure Private Storage Account? Error: 'The object is associated with property AssociatedMemberGroup.' Migration Error: 'ERROR, the batch will be resubmitted to 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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Creating a SharePoint Site

You can create a new SharePoint site via 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 Microsoft 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

You can create a new SharePoint list via 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

You can create a new SharePoint list via 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.

Deleting SharePoint Objects

You can delete one or more SharePoint objects via Content Matrix as long as the connection type is not read-only. SharePoint objects that can be deleted via Content Matrix are:

·SharePoint Sites

·SharePoint Lists

·SharePoint Document Folders

·SharePoint Documents

·SharePoint List Items

If the action is not valid for the connection type, it will be disabled.

NOTE:  Document versions and list item versions cannot be deleted via Content Matrix.

To delete one or more SharePoint Objects:

WARNING: When this action is used at the site level or below, the object will be deleted permanently (i.e., it will not be sent to the Recycle Bin).  However, a pop-up dialog will display that allows you to cancel the action.

1.Select the SharePoint object(s) to be deleted.

NOTE:  Depending on the type of object, this may be in the Explorer View or in the Items View.

2.Either:

§Press the Delete key on the keyboard.

§Right-click on the object and choose Delete [Object].

Delete List Menu Option

You will be prompted to confirm the action before continuing.

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