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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, 2010, 2013, or Office 365 Tenant. 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 in the hierarchy of the target node is what determines if a site will copy as a Site Collection or a sub-site. A server (or Office 365 Tenant) node must be selected as the target 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.

Required Connections

How to Migrate a Site Collection

  1. In SharePoint Edition's Explorer View tab navigate to the desired source site collection or site that will be copied.

  2. Select the desired site or site collection node, right-click, and choose Copy Site.

  3. 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.

      This is the only option that is available when migrating to an Office 365 Tenant environment.

    • 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.

      Note: To activate this feature in SharePoint 2007 go to: Central Administration > Application Management > Application Security > Self Service Site Manager, and ensure that the option is set to On.
      To activate this feature in SharePoint 2010 go to: Central Administration > Application Management > Manage Web Applications, select the desired web application, then select the Self-Service Site Creation option in the ribbon and ensure that the option is set to On.

      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.

  4. 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.

  5. 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.

  6. 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.

Site Collection Options

In Content Matrix there are two slightly different option dialogs for migrating content as a Site Collection. These Site Collection Options dialogs are nearly identical with only a few minor differences. The main dialog (as seen in the first image below) is available when migrating to On-Premise installations of SharePoint (including SharePoint 2007, 2010, and 2013 versions). The second version of the Site Collection Options dialog is only available when migrating to SharePoint Online - Office 365 Tenant environments.

Site Collection Options Tab - On-Premise

Site Collection Options Tab - Office 365 Tenant