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Content Matrix 9.7 - 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 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 StoragePoint Content Migration Link Correction
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 2013 and Later 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 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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Procedure for Submitting a Distributed Migration Job

Navigation:  Saving or Running a Migration Job > Submitting a Distributed Migration Job >

Procedure for Submitting a Distributed Migration Job

NOTE:  For Global (Domain, Url, Guid, and User) Mappings, the Distributed Database is populated with the local mappings from the very first connecting agent, and these mappings are shared among all agents that connect to the Distributed Database.  

To submit a Distributed Migration job:

1.Make sure the machine is connected to the Distributed Database  (from the Job List, choose File > Connect to Distributed Database).

Distributed Database CONNECT

2.When prompted, if you would like to copy current Global Mappings and local settings to the Distributed Database, click [Yes].  

This will overwrite Global Mappings and local settings currently saved in the Distributed Database and used by all agents

Distributed Migration User Mappngs prompt

NOTE:  If you made changes to Global Mappings and/or local settings after you connected to the Distributed Database and would like to use them, disconnect from the Distributed Database (by choosing File > Connect to Jobs Database) then reconnect to the Distributed Database to display this dialog.

3.From the Job List, select the job(s) you want to submit.'

NOTE: You can select multiple rows to submit more than one job at a time.

4.From the Job List, select Run Jobs Remotely to submit the job for Distributed Migration. Alternatively, right-click the selected row to display the pop-up action menu. Select the Run selected job remotely option.

Distributed Migration Run Jobs Remotely

The Manage Queue dialog opens. You can now monitor your jobs from this dialog.

5.To view logs that are Running or Done, from the Job List toolbar, choose File > Refresh.

Managing the Distributed Migration Job Queue

Navigation:  Saving or Running a Migration Job > Submitting a Distributed Migration Job >

Managing the Distributed Migration Job Queue

If Metalogix Content Matrix has been configured for Distributed Migration, you can manage the Distributed Migration job queue from any machine that is connected to the Distributed Database.

To open the Manage Queue dialog:

From the Metalogix Content Matrix Console ribbon Connection tab, select Manage Queue.

CONTEN~1_img153Distributed Migration Manage Queue

NOTE:  If the Manage Queue button appears disabled, the Content Matrix Console is not connected to use a configured Distribution Database.

The Manage Queue dialog displays a list of migration Jobs, called the Distributed Migration Job list. The information presented in the various columns are as follows:

Column

Description

Job ID

The unique identifier of the job.

Job Name

The name of the job.

Created

The date and time the job was saved (and not when the job was queued).

Source Url

The source of the migration content.

Target Url

The target of the migration content.

Created On

The name of the Agent where the job is running. The value is blank when the job is queued.

Status

Recent state of the job. The status values could be one of the following values:

·Queued - the migration job is ready to start.

·Running - a migration is in progress.

·Failed - the job has encountered a fault condition.

·Done - the migration has completed.

You can select a job from the list by clicking anywhere on the row. A row selector icon and the highlighted row indicates the selected row.

Deleting a Distributed Migration Job

Navigation:  Saving or Running a Migration Job > Submitting a Distributed Migration Job >

Deleting a Distributed Migration Job

1.From the Manage Queue dialog, select the job that you want to delete from the Distributed Migration Job list. The row selector icon and the highlighted row indicates the selected row.

NOTE: Only jobs with a status of Queued or Done can be deleted. Deleting a job from the queue will not remove or delete any of the logging information that has already been sent to the main Job list for the Agent Database.

2.Click Delete Job.

(If the button is disabled, check that the selected job has a status that is either Queued or Done.)

A dialog will display asking you to confirm the deletion.

Creating and Running a PowerShell Script from the Jobs List

Navigation:  Saving or Running a Migration Job >

Creating and Running a PowerShell Script from the Jobs List

In order to create a PowerShell (PS) script for Content Matrix, a job list (or batch file) must first exist in the Job List section of the Content Matrix Console.  Once created, it can be run from the PowerShell console or scheduled to run as a Windows Scheduled task.

NOTE:  It is recommended that the connections to the source and target environments have the Remember my password check-box selected. This is to ensure that the PowerShell scripts will be able to establish a connection to both the source and target environments when they are being run. If a password is required and this check-box is not set, the migration will fail. However, users can manually enter this value into the PowerShell script itself if the option was not checked when the script was first generated.

To create a PowerShell script:

1.In Job List, and select the job (or jobs) that you want to run in PowerShell.

2.Click the Generate PowerShell Script button in the Job List tool bar, or right-click on one of the items and select Generate PowerShell Script from the context menu.

3.From the drop-down, choose the appropriate option.  Use the information in the following table for guidance.

Generate PowerShell Script

If you want to generate a PowerShell script for scheduling …

Choose …

that can be used only by the currently logged in User Account on the machine it is generated on

For Current User and Machine.

NOTE:  Any PowerShell scripts that are generated for scheduling through this option can only be run by the logged in user on the machine they were generated on.

that can be used by any User account on the machine it is generated on

For Local Machine.

that can be used by any User account on any machine that has the certificate that is specified when the script is created

For Certificate.

When you save the PowerShell script using this method you will be prompted to select a security certificate that exist on that machine. The selected certificate will be required on any system that attempts to run the script at a later date.

CONTEN~1_img140

 

Once the PS script generation type is selected, Content Matrix Console will generate a PS script for the select Job, which will be written to a Microsoft Notepad file. If multiple jobs are selected they will all be written to the same file.

4.Choose File > Save As... and select any desired save location for the PowerShell script. Give the file any name you want, but change the file type to .PS1.

CONTEN~1_img186

The PowerShell (PS) script itself contains five sections. They are:

·Section 1 - This first section at the top (starting with an "if" statement) runs a check in the PowerShell console to make sure that the Metalogix snap-ins have been added. If they are not found then it will add them to that instance of the PS console.

·Section 2 - Load Configuration settings - This section will find and load all of the Metalogix Content Matrix client application configuration settings into the PowerShell script. These are the client application's environmental settings and not the migration/action settings.

·Section 3 - Load source - This section will load all of the data for the source environment connection.

·Section 4 - Load target - Similar to the previous section, this will load target environment's connection information.

·Section 5 - Run the action - Last is the "Run the action" section. This last section will contain all of the other data for the migration, such as the type of migration (i.e. a site migration, list migration, item migration, etc.) and all of the settings and configurations for the migration/action that is being run. This includes things like settings for versions, content types, permissions, etc.

Now you can run or schedule the PowerShell script.

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