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Content Matrix 9.6 - SharePoint Edition User Guide

Introduction Activating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements Multilingual Support Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
Team Site to Modern Team Site Migration SharePoint Sites to Modern Communication Site Migration Promotion of First Level Subsites to Site Collections MySite Migration "Share With" Metadata and "Sharing Links" Access Permissions Migration Records Center to SharePoint Online Migration Using the Import Pipeline Master Page Migration List Template Gallery Migration Content Types Migration Document Version and Checked Out File Limitations Ghosted and Un-Ghosted Page Migration Document Set Migration Navigation Migration Classic Web Parts Migration Site Theme Preservation Site Feature Migration Managed Metadata Migration Users and Permissions Migration BCS/BDC Data Migration OneNote Notebooks Migration Customized Form Pages Migration InfoPath Forms Migration SharePoint Workflow Migration Nintex Workflows and Forms Migration StoragePoint Content Migration Link Correction
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action Configuring Hub Sites Incremental Migration Using PowerShell with Content Matrix
Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.SharePoint.Migration.Commands
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

Configuration Variable Files

Navigation:  Modifying Content Matrix Configuration and Settings >

Configuration Variable Files

Metalogix Content Matrix uses a set of configuration variable files behind the scenes to help set and manage settings for all of the Metalogix Content Matrix Editions. This section explains what the configuration variable files are, their general behavior, and where to find them.

Configuration variables are contained in the following three files:

·EnvironmentSettings.xml

·UserSettings.xml

·ApplicationSettings.xml

Some settings can be configured for all Product Editions, while other settings are limited to individual Product Editions.

Any settings that are configured in multiple files will be scoped to the lowest level (either in the "UserSettings.xml" file or the "ApplicationSettings.xml" file), including values that are pulled from the old EnvironmentSettings.xml file.

IMPORTANT:  Make sure the Content Matrix Console is closed when making updates to configuration variable files.

EnvironmentSettings.xml File

This file allows users to configure general settings for all Product Editions. This means that these settings only need to be set in a single file, either for all users of the machine (if users are required to be local administrators) or for each individual user of the machine (if users are not required to be local administrators) and can be found in one of the following locations:

·If you are required to be a local administrator on the machine where Content Matrix is installed: C:\ProgramData\Metalogix

OR

·If you are not required to be a local administrator on the machine where Content Matrix is installed: C:\Users\<username>\AppData\Roaming\Metalogix\Common

UserSettings.xml File

This file allows users to configure general settings for all Product Editions for a specific user account (the logged in account). This means that these settings will be configured for all Product Editions, but only for the current user account. If another user would like to configure these same settings to work for them, they must be configured manually under the appropriate user account.  It can be found in the following location:

C:\Users\<USER>\AppData\Roaming\Metalogix

ApplicationSettings.xml File

This file allows users to configure settings that are limited to the specific Product Edition of Metalogix Content Matrix Console, for a specific user account (the logged in account). This means that each Product Edition, for every user account, must be configuredindividually. While the "ApplicationSettings.xml" file for each Product Edition can contain some of the same settings, there are some settings that are Edition specific (for example, some settings may only work for eRoom Edition, so they will only be available in eRoom Edition). Any settings that are replicated through various version of the file will only be applied to the specific Edition.

For example, the "AllowCheckResults" setting is available in every "ApplicationSettings.xml" file, but it must be set on an individual Product Edition basis. Setting it for SharePoint Edition will not configure it for eRoom Edition.  It can be found in the following location:

C:\Users\<USER>\AppData\Roaming\Metalogix\Content Matrix Console - <Product> Edition.

Client Side Configuration

Navigation:  Modifying Content Matrix Configuration and Settings >

Client Side Configuration

For an individual Metalogix Content Matrix Console instance, you can Change the Managed Metadata Migration Batch Size, and/or Configure Settings for Migrations Using the Import Pipeline.

Changing the Managed Metadata Migration Batch Size

Navigation:  Modifying Content Matrix Configuration and Settings > Client Side Configuration >

Changing the Managed Metadata Migration Batch Size

In order to better handle operations that include the migration of Managed Metadata having a very large number of terms or keywords, Metalogix Content Matrix separates migration operations into batches. This helps prevent timeouts during migration operations.

The default batch size is 50 terms, but this value can be changed through a parameter in the EnvironmentSettings.xml file.

To change the Managed Metadata Migration Batch Size:

In the EnvironmentSettings.xml file, navigate to the MMDTermsBatchSize entry and change its value to the desired batch size. The value must be a positive integer.

Configuration Settings for Migrations Using the Import Pipeline

Navigation:  Modifying Content Matrix Configuration and Settings > Client Side Configuration >

Configuration Settings for Migrations Using the Import Pipeline

Metalogix Content Matrix has various XML properties that can be modified to fine-tune or help troubleshoot your Import Pipeline migrations.  These properties can be found in the EnvironmentSettings.xml file.

NOTE:  You can also contact Quest Support for assistance in identifying and resolving issues with migrations using the Import Pipeline. For a list of supported migration actions, see Objects and Actions Supported for Using the Import Pipeline.  

Batch Size Settings

The following XML properties can optionally be modified. However, it is generally recommended to not modify these values unless you are encountering issues when migrating using the Import Pipeline.

UploadManagerBatchSizeItemThreshold

This key controls the maximum batch size in item count, including all folders and documents, to be used if Content Matrix will be submitting batches according to number of items. The default value is 200 and the value must be a positive integer.

<XmlableEntry>

<Key>UploadManagerBatchSizeItemThreshold</Key>

<Value>200</Value>

</XmlableEntry>

 

UploadManagerBatchSizeMBSizeThreshold

This key controls the maximum batch size to be used if Content Matrix will be submitting batches according to size. The default value is 1000 megabytes and the value must be a positive integer. The value should be set carefully, taking into consideration factors such as total upload bandwidth, speed of data retrieval from the source system, and so on.

<XmlableEntry>

<Key>UploadManagerBatchSizeMBSizeThreshold</Key>

<Value>1000</Value>

</XmlableEntry>

Batch Resubmission Settings

MaxAzureBatchRetryCount

This key controls the maximum number of times Content Matrix will resubmit the batch until it is successfully migrated.  (The default value is 5.)

<XmlableEntry>
   <Key>MaxAzureBatchRetryCount</Key>
   <Value>5</Value>
</XmlableEntry>

 

ErrorMessagesForRetryAzureBatch

This key specifies error conditions for which you want Content Matrix to resubmit a batch, when it normally would not.  

NOTE:  Separate multiple error messages with a pipe character (|), as shown in the example below.

<XmlableEntry>

   <Key>ErrorMessagesForRetryAzureBatch</Key>

   <Value>Item does not exist|Object Reference Not Set</Value>

 </XmlableEntry>

 

RetryBatchForCustomListWithVersions

By default, if you are migrating a batch that includes a list with a base type of CustomList (such as Announcements) and versioning is enabled, these lists are excluded from the resubmission, because duplicate items may be migrated to the target if the batch is resubmitted.  You can choose to include these types of lists in resubmissions, however, by changing the value of the key RetryBatchForCustomListWithVersions from False to True.

NOTE:  If custom lists are being excluded from batch resubmissions and all items are not successfully migrated, you can migrate any outstanding items using incremental migration.

<XmlableEntry>

   <Key>RetryBatchForCustomListWithVersions</Key>

   <Value>False</Value>

</XmlableEntry>

Performance Settings

BufferSizeForPipelineMigrationInMb

This key controls the buffer size while uploading files to Azure Storage Account Containers using the Import Pipeline. The default value is 64, which means, for example a 128 MB file will be uploaded in two parts, 64 MBs at a time. The lower buffer size, the more quickly the computer processor handles the information. Keep in mind that the higher the value, the more system resources will be consumed.

<XmlableEntry>

   <Key>BufferSizeForPipelineMigrationInMb</Key>

   <Value>64</Value>

</XmlableEntry>

 

MaxParallelUploadFilesInPipeline

This key controls the number of files uploaded in parallel to Azure Storage Account Containers when using the Import Pipeline.  The default value is 2, which means a maximum of two files can be uploaded in parallel.  Keep in mind that the higher the value, the more system resources will be consumed.

<XmlableEntry>

   <Key>MaxParallelUploadFilesInPipeline</Key>

   <Value>2</Value>

</XmlableEntry>

UploadManagerMaxRetryCountThresholdForJobResubmission

WARNING: This value should not be changed unless absolutely necessary.

This key controls the amount of time to wait for a response from the reporting queue before re-requesting a migration job. This value is specified in multiples of 15 seconds, meaning that the default value of 960 corresponds to 4 hours and the minimum value of 120 corresponds to 30 minutes. This value must be a positive integer greater than or equal to 120.

<XmlableEntry>

   <Key>UploadManagerMaxRetryCountThresholdForJobResubmission</Key>

   <Value>960</Value>

</XmlableEntry>

Temporary Storage Location

UploadManagerLocalTemporaryStorageLocation

This key indicates the directory in which the temporary binary files and manifest XML files for each batch are saved. If no filepath is specified, the default file path is used.

<XmlableEntry>

   <Key>UploadManagerLocalTemporaryStorageLocation</Key>

   <Value>C:\ProgramData\Metalogix\Temp folder sample</Value>

</XmlableEntry>

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