Content Matrix 9.5 - eRoom Edition User Guide

directly to a SharePoint site

Site.

to a specific Web application on a SharePoint server

Web App.

NOTE: This option can only be used if using the Local or Metalogix Extensions Web Service connection type.

to a SharePoint instance at the Farm/server level

(which will allow you to see all site collections for all Web Application on the selected server)

Farm.

NOTE: This option can only be used if using the Local or Metalogix Extensions Web Service connection type.

you want to have Metalogix Content Matrix choose the connection adapter type that makes the most sense for the target SharePoint instance

Auto Detect

·If the SharePoint instance is local (installed on the same machine as the Metalogix Content Matrix Console), the Local Connection (SharePoint Object Model) will be used

·If the SharePoint instance is remote (installed on another machine), and the Metalogix Extensions Web Service is installed, the Remote Connection (Metalogix SharePoint Extensions Web Service) type will be used.

Metalogix Content Matrix Console is installed locally (that is, on the same SharePoint server or one of its Web Front Ends (WFEs)

Local Connection (SharePoint Object Model)

This connection type

·is generally recommended for the target SharePoint instance if possible, to help with performance and to help provide the product with greater leverage into SharePoint.

AND

·the account used for the connection. must be the logged in user and have the following permissions:

·Farm Administrator

·Site Collection Administrator

·DB_Owner on the Content Database (to allow the connecting user access to the local SharePoint Object Model).  

·Metalogix Content Matrix Console is not installed locally

AND

·Metalogix SharePoint Extensions Web Service (MEWS) is installed on the SharePoint server/WFE to which you are connecting

Remote Connection (Metalogix SharePoint Extensions Web Service)

The connecting account requires Full Control over the content being connected to and migrated. Additional permissions are provided through the use of the Metalogix Extensions Web Service.

NOTE:  Although it is strongly recommended that the version of the Metalogix Extensions Web Service (MEWS) match the installed version of Content Matrix, you can override it to use an earlier MEWS version.

you want Metalogix Content Matrix to automatically check against the SharePoint environment

Auto Detect

Metalogix Content Matrix will check for non-Office 365 authentication types listed in the drop-down (in order), and use the first method that is found.

you want to connect to the SharePoint environment using the currently logged in Windows user’s credentials

Windows Authentication

·The logged in user credentials are used by default; however, other credentials that use this  authentication method can also be entered.

·This is the authentication type that most environments use.

·you selected Metalogix SharePoint Extensions Web Service as the Connection Type

AND

·you want to connect using Forms Based Authentication

Forms Based Authentication

·Most setups for Forms Based Authentication are supported.

·This method is limited to the Metalogix SharePoint Extensions Web Service connection type because it authenticates through IIS and not Active Directory (AD).

you want to connect through a Web browser

Web Browser Authentication (Not Auto Detected)

This option is not searched for within the “Auto Detect” option, and needs to be manually set.

In order for the Metalogix Content Matrix Console to logon to the system, users must have logged on to the system being connected to through the web browser on that system first (only before the initial connection). Since this is all done using the Web browser for authentication, the credentials section of the window will be grayed out (since it is not needed), and it is limited to the MetalogixSharePoint Extension Web Services Connection Type because it authenticates through IIS and not the Active Directory (AD).

NOTES:  

·Because this connection method uses cookies from the browser, it may require multiple logins when running a single migration. However, this is only likely if the migration is running for a long session; this is mainly determined by the web browser settings for authentication. In the event that a login is required, a dialog box appears that lets users log in. After the user logs in, the migration will continue from where it left off.  

·If you are planning to run a job using a PowerShell script, make sure the PowerShell console is closed before you make the connection using this method.  Otherwise, an error will occur when you attempt to run the PowerShell job.

use the current Windows user's authentication credential

Select the (default)  <Domain>\<user> radio button.

use different authentication credentials

·Select the Different User radio button, and

·Enter the applicable user name and Password.

In cases where alternate credentials are entered, it is recommended that you select the Remember my password check box so Metalogix Content Matrix will automatically remember that user account password.  This is especially important if you chose Web Browser Authentication, as credentials must be stored in the Credential Manager vault before the connection is made.

you want Metalogix Content Matrix to automatically check against the SharePoint environment

Auto Detect

Metalogix Content Matrix will check for authentication types listed in the drop-down (in order), and use the first method that is found.

NOTE:  At the time you click [OK] to complete the connection, a pop-up box will display that asks if you want to use Office 365 OAuth.  See Using Office 365 OAuth Authentication to Connect to SharePoint Online for details.

·you want to connect to Office 365 OAuth, Office 365 – Standard editions, or systems with ADFS

AND

·MFA is not being used

Office 365 OAuth/Standard/ADFS Authentication*

By default the logged in user credentials will be unavailable, since this uses the Windows authentication method, and the Office 365 credentials will need to be entered.

NOTE:  At the time you click [OK] to complete the connection, a pop-up box will display that asks if you want to use Office 365 OAuth.  See Using Office 365 OAuth Authentication to Connect to SharePoint Online for details.

your account requires the use of Multi-Factor Authentication (MFA)

Office 365 OAuth with MFA Authentication (Not Auto Detected)*

With this authentication type,  you do not have to enter account credentials in Content Matrix, and the Connect As options will be disabled.

you want to connect through a Web browser

Web Browser Authentication (Not Auto Detected)

This option is not searched for within the “Auto Detect” option, and needs to be manually set.

In order for the Metalogix Content Matrix Console to logon to the system, users must have logged on to the system being connected to through the web browser on that system first (only before the initial connection). Since this is all done using the Web browser for authentication, the credentials section of the window will be grayed out (since it is not needed), and it is limited to the Metalogix Extensions Web Service Connection Type because it authenticates through IIS and not the Active Directory (AD).

NOTES:  

·Because this connection method uses cookies from the browser, it may require multiple logins when running a single migration. However, this is only likely if the migration is running for a long session; this is mainly determined by the web browser settings for authentication. In the event that a login is required, a dialog box appears that lets users log in. After the user logs in, the migration will continue from where it left off.  

·If you are planning to run a job using a PowerShell script, make sure the PowerShell console is closed before you make the connection using this method.  Otherwise, an error will occur when you attempt to run the PowerShell job.

you want to connect through a Web browser using authentication for Office 365

Office 365 Web Browser Authentication

This option works the same as Web Browser Authentication (Not Auto Detected) except:

·it looks for more specific Office 365 cookies

·it requires that users first log into Office 365 through the browser

·instead of allowing multiple logins, only one "request" for data can be made at a time, which ensures that no data is missed or lost due to the system locking from too many requests (but which may result in a slower connection).

you want to make a site-level connection to a GCC High site using O365 User Provided Authentication

Office 365 User Provided Authentication

(hidden by default)

You must first run a utility provided by Quest Support and enable the setting EnableUserProvidedAuthentication. Refer to the Quest Support Knowledge Base article Enabling User Provided Authentication in Content Matrix for details.

use the current Windows user's authentication credential

Select the (default)  <Domain>\<user> radio button.

use different authentication credentials

·Select the Different User radio button, and

·Enter the applicable user name and Password.

In cases where alternate credentials are entered, it is recommended that you select the Remember my password check box so Metalogix Content Matrix will automatically remember that user account password.  This is especially important if you chose Web Browser Authentication, as credentials must be stored in the Credential Manager vault before the connection is made.