Upgrading Case and Matter in an existing environment
Case and Matter 9 includes structural changes to how Client sites are provisioned and configured.
Sites created using MacroView Case and Matter 9 will have custom columns added to store custom metadata. For more information on custom columns, see Case and Matter (configurable) managed properties in Search configuration for SharePoint Online (Office 365) and On-Premises (Client Side Only).
Organisations that have existing Case and Matter sites may use legacy column names and resource files that are not compatible with the new Case and Matter in-built commands.
Upgrading Case and Matter components (Recommended)
Devices with Case and Matter 8.9 and older installed can upgrade each individual component of Case and Matter separately instead of using the Case and Matter all-in-one installer package for new customers.
For more information, see the download pages for each components:
This will retain the legacy extensions required to continue using Case and Matter 9 in a legacy environment.
Installing Case and Matter on a new device (Manual)
To install Case and Matter 9 on a new device using the all-in-one installer, and retain support for existing columns and configurations, enable the "Legacy" Setup Options during install.
The administration tool Solution Provisioning (MVSP) is intended to be used by administrators for setting up a SharePoint environment for the first time. It is not required for end user deployments and upgrades.