Content Matrix 9.5 - eRoom Edition User Guide

Migrating an eRoom as a SharePoint Site

For eRoom deployments that contain all types of content (documents, calendars, discussion lists, and databases), you can migrate facilities, rooms, and folders as SharePoint sites.

NOTE:  For deployments that contain all types of content (documents, calendars, discussion lists, and databases), almost exclusively contain documents, the logical SharePoint equivalent is to migrate them as a Document Library.

To initiate a migration of an eRoom as a SharePoint site migration:

1.In Explorer View, navigate to the eRoom or eRoom folder you want to migrate.

2.Right-click and choose the Copy eRoom Container.

3.Select the SharePoint site under which you want to create the new child  site.

4.Right-click and choose Paste eRoom Container > As Site.

5.Continue with Configuring Copying Options.

Migrating All eRoom Items into an Existing SharePoint Site

In some cases, you may want to migrate all of the content from an eRoom container into SharePoint without creating a new site in the process, or without having to copy each type of eRoom content separately. For these types of scenarios you would use the Paste eRoom Container Special > All Items option. This option will paste all the contents of the eRoom container into the root of an existing SharePoint site.

Depending on the selected options, all nested content will also be migrated as SharePoint lists. These lists will be created directly beneath the selected SharePoint target location, regardless of whether the eRoom container was the top level container or not. If an eRoom container other than a folder contains attachments, then a SharePoint site using the Blank Site template, with a Document Library to hold the attachments, will also be created.

To initiate the migration of all eRoom items into an existing SharePoint list:

1.In Explorer View, select the eRoom or eRoom folder to be migrated.

2.Right-click and choose Copy eRoom Container.

3.Select the target SharePoint parent site.

4.Right-click and choose Paste eRoom Container Special > All Items

5.Continue with Configuring Copying Options.

Migrating eRoom Content into an Existing SharePoint List

Metalogix Content Matrix can migrate individual eRoom items as SharePoint content. The types of eRoom items that can be migrated individually are:

·Documents

·Calendar events

·Database entries

·Discussion topics

To initiate an "eRoom items into an existing SharePoint list" migration:

1.In Explorer View, select the eRoom container containing the item(s) to be migrated.

2.Switch to Items View.

3.Select the item(s) that you want to copy.

4.Right click and choose Copy [Item(s)].

Note that the name of the option depends on the item type being copied; for example, Copy Document, Copy Calendar Event, etc

5.Select the target SharePoint list or library.

6.Right-click and choose Paste [Item(s)].

7.Continue with Configuring Copying Options.

Migrating an eRoom Discussion Board, Note, or Inbox

Metalogix Content Matrix - eRoom Edition can migrate discussions, notes, and inboxes into SharePoint as discussion boards.

NOTE:  Option settings for these migration types only apply to top level items and not to nested contents.

eRoom discussions and notes can be migrated incrementally, but inboxes cannot.

Special Considerations When Migrating Eroom Notes

eRoom notes are a special case in Metalogix Content Matrix, because the eRoom and SharePoint handling of these objects are slightly different. In eRoom, notes live independently within eRoom containers of any type, and not in a specific list. SharePoint notes must be contained in Discussion Boards. For this reason, eRoom Edition handles these objects differently than other eRoom list types. There are a few cases to consider.

·If a single eRoom note item is copied and migrated into a SharePoint site (this is the only target that will work for a copy of this level), Metalogix Content Matrix will migrate it as a Discussion list, and will copy the note into the discussion list.

·In the event that an entire eRoom containing notes is migrated, the resulting SharePoint site will automatically have a Notes list created, at the appropriate place(s) in the hierarchy. The individual notes in the source eRoom container will be placed in these auto-generated lists.

To initiate the migration of one or more eRoom discussions, notes, or inboxes into a SharePoint Discussion Board:

NOTE:  If you want to migrate selected discussion topics into an existing SharePoint Discussion Board, use the procedure for Migrating eRoom Content into an Existing SharePoint List.

1.In Explorer View select the eRoom discussion board(s), note(s), inbox(es), or individual mail item(s) to be migrated.

2.Right-click and choose the appropriate option.  Use the information in the following table for guidance.

3.Select the SharePoint target location.

NOTE:  For eRoom discussion boards and inboxes, the target may be either a SharePoint site or an existing SharePoint Discussion Board.  For eRoom notes, only a SharePoint site can be selected as the target.

4.Right-click and choose the appropriate option.  Use the information in the following table for guidance.

5.Continue with Configuring Copying Options.