Content Matrix Console - SharePoint Edition has the ability to migrate SharePoint Site Collections, and can promote sub-sites into Site Collections. These migrations can be made within the same SharePoint instance, or can be performed between two separate SharePoint instances, so long as the target environment is SharePoint 2007, SharePoint 2010, or SharePoint 2013. Any site can be promoted into a Site Collection, the same as any Site Collection can be copied to become a sub-site. The location of the target node is what determines if a site will copy as a Site Collection or a regular site. A server node must be selected to paste as a Site Collection. This page will review some of the requirements and steps for performing this type of migration, as well as some of the available options.
Source Connection Type - The Source connection type can be any of the available connection types that are allowed to the desired source SharePoint instance. Please see the Connecting to SharePoint page for more details.
Target Connection Type - In order to paste as a site collection a server connection must be made to the target. This means that the Farm "target type" should be used. The Web App "target type" will also work, however, site collections will only be pasted to that specific web application and cannot be migrated to the root. Additionally an Object Model (OM) level connection must be made with the target environment. The OM level connection can be made using two different methods. The first is the Local connection, by having SharePoint Edition installed locally on the target server. The second is the Extensions Web Service connection, which requires the Metalogix Extensions Web Service to be installed on the target environment, and creates a remote OM connection to the target. For more information on creating these connection types please see the Connecting to SharePoint page for details. Also see the Installing the Extensions Web Service page for details on installing the Web Service.
When migrating to a SharePoint 2013 target, a Local OM or a Remote OM connection can be used. However, due to some User authentication changes that have been made in SharePoint 2013, which inadvertently restrict the creation of Site Collections using the SharePoint OM remotely (i.e. restrict Site Collection creation when using the Remote Extensions Web Service connection), Content Matrix will use a set of elevated permissions to create Site Collections. In order for these elevated permissions to be used, the migrating user account must explicitly (by name) have "Full Control" permissions on the Web Application that the Site Collection is being created on. A preliminary check will be made before elevation occurs to ensure the migrating user has enough permissions initially to be able to use the elevated Site Collection creation. Creating Site Collections for a SharePoint 2013 target with the Local OM connection type, does not have this same restriction, but the same permissions are recommended in case elevated permissions are needed. Please see the Connecting to SharePoint page for more details on this connection types. For more information on this specific issue, please see the SharePoint 2013 Site Collection Creation Issue page.
In SharePoint Edition's Explorer View tab navigate to the desired source site collection or site that will be copied.
Select the desired node, right-click, and choose Copy Site.
Next, navigate to the desired server connection, and select the root server node. Right-click and select Paste Site Collection followed by the desired Site Collection copy type:
Admin Mode - This mode is the standard Site Collection copy mode and requires Farm Administrator level permissions on the target SharePoint server in order for the Site Collection to be created, and the content to be migrated into it.
Self Service Mode - This mode is for use with the "Self Service" feature that is available in 2007, 2010, and 2013 versions of SharePoint. The Self Service mode allows for Site Collections to be created, even if the user does not have Farm Administrator level permissions on the target, and the copy is scoped to the web application. However, in order for this option to work this feature must first be enabled on the target side.
This feature is most commonly used when migrating to Microsoft Online (Business Online Productivity Suite also called BPOS), and is set to "On" by default in BPOS.
Once the mode is selected the Configure Site Collection Copying Options dialog will open.
Select the Migration Mode. Once this is done switch to the Site Collection Options tab, and set the desired options. A breakdown of these options is listed in the Site Collection Options section below.
Select any other desired migration options. Click Run when ready to start the migration.
Alternately, Save can be chosen instead, and users can save the copy settings to a job file in the SharePoint Edition's Job List section. From here the job can be run at any time, and the action will be performed.
When the migration starts a status dialog box will be displayed. The migration logs can be viewed (in progress or after the migration is finished) by clicking the Details>> button. The Status section of the status box will list a live count for the number of successes, warnings, failures, etc. for the migration (both during and after migration). The Progress section of this dialog will list any completions and the type of completion (Sites, lists, items, users, groups, etc.). A Migration Completed message will be give when finished, and the Close button can be clicked to exist the status dialog.
When the migration is complete the new site collection will exist on the target SharePoint environment, and all the content will be copied.
Web Application - This drop down menu will display all of the available web application for the site collection to be created on. Only existing web applications will be listed. If the Self-Service Mode was selected this option will be set to the default web application by default, and cannot be changed.
Experience Version - This drop down menu allows users to select what version of SharePoint they want to use for the "Look and Feel" of the site collection. This option can only be set when the site collection is being created (and not after creation), and can only be set when migrating content as a site collection (it is not available when migrating a site). Users can choose between a SharePoint 2010 look and feel, or a SharePoint 2013 look and feel. This option is only visible for SharePoint 2013 targets.
Language - This drop down menu will allow display all of the available languages to set as the default language for the new site collection. Only languages that have language packs installed in SharePoint will be displayed.
Template - This option displays what is set as the base template for the new site collection. This can be configured to use any template that is displayed in the drop down list.
Content Database - This option will allow for a specific content database to be selected for the site collection copy. By default this is set to "Auto Detect" and will use the default content database.
Site URL - This option helps determine the resulting URL and is broken into two pieces. The first part is a drop down menu that allows the user to select the managed path of the site collection. Only existing managed paths will be available in the drop down menu. The second part (the text box) is only available depending on the selected managed path (from the first part). It is only available when the managed path is not set to the root of the site (as this would overwrite the actual root site), but is available when the managed path is not set to the root. When available, this option allows for the naming of the new site collection.
Primary Administrator - This option sets the primary administrator or the new site collection.
Secondary Administrator - This option sets the secondary administrator or the new site collection.
Copy Master page Gallery - This check-box option allows for the copying of the Master Page Gallery. When selected, an additional ellipsis ("...") button is available, which allows users to specify more specific options within the actual Master Page Gallery copy. For more information on these options please see the Migrating with Master Pages section.
Set Site Quota - This check-box option allows for the copying or setting of Site Quotas. When selected, an additional ellipsis ("...") button is available, which allows users to specify more specific options within the Site Quota copy. For more information on these options please see the Copying Site Quotas section.
Copy Audit Settings - This check-box option allows for the preservation of a SharePoint Site Collections audit settings. This option is not available from a Native Web Service (NWS) source connection.
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