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Content Matrix 9.7 - eRoom Edition User Guide

Introduction Entering the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Connecting to eRoom Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Mapping Links and Running Link Correction Incremental Migration Using PowerShell with Content Matrix
Adding PowerShell Snap-Ins for the Application Framework Using Powershell for Nested Content Reports and Pre-Migration Check Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.ERoom.Commands
Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Collision Options

As with any migration, it is possible that an item on the target may already use the same name as an item being migrated from the source. The two most likely cases of this are:

·Content with the same name exists in multiple locations on the source, and this content may be migrated to the same location on the target.

·Content on the source is updated after an initial migration, and these updates need to be moved across to the target.

To deal with these types of scenarios, Metalogix Content Matrix - eRoom Edition contains a set of Collision Options. These options will help you determine what action they want to be taken if these types of scenarios are encountered during a migration.

To configure Collision Options:

NOTE:  Most of the Collision Options refer to a "name" value.  The "name" value that is referenced is the unique identifier from SharePoint. In the case of SharePoint sites, this name value refers to the internal name and site name for the created SharePoint site. For SharePoint lists and document libraries this refers to the internal name and title value.  SharePoint folders refer to the folder name and documents in SharePoint refer to the document name.

eRoom Collision Options

Select the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then ...

copy the contents from the source to the target so that:

·if objects of the same name exist on the target, the items being migrated will be added to the existing site or list

AND

·If individual items are being migrated, a new version will be added to the item on the SharePoint side (provided versioning is enabled)

select Use Existing Content.

NOTE:  If you are configuring an Incremental Migration, this will be the only available option.

overwrite existing content on the target if an object with the same name exists (with the option to rename or delete existing content)

·Select Overwrite existing content with the same name.

·Select the appropriate sub-option:

If you want ...

Select ...

content that is being migrated to be created on the target with a unique name, but only if the content is a different type of SharePoint object

Create current content with unique name.

NOTE:  When this option is selected,  Metalogix Content Matrix will append a numerical value to the end of the name.  For example, if a SharePoint document library called "Research" exists on the target SharePoint site, and this content is migrated from the source to the same target node, but as a SharePoint site, Metalogix Content Matrix would detect the "Research" document library that already exists, but would detect that it is a document library type, and would allow the new site to be created. This new site would be given a new unique name (like "Research_1") and the existing document library would still exist, instead of being deleted so the new site could be created.

delete whatever content on the target that already exists with the same name and migrate the new content to the selected node, even if the content is of different types

 

Delete existing content and create current content.

For example, if a SharePoint document library called "Research" exists on the target SharePoint site, and content is migrated from the source to the same target node as a SharePoint site, this option would delete the existing document library, and add the new "Research" site in its place, using the same name.

 

skip any items in the migration that have the same name as an item that already exists on the target.

select Skip current content if content with same name exists.

 

delete content on the target that already exists with the same name and migrate the new content to the selected node, even if the content is of different types

select Rename current content with unique name.

When this option is selected,  Metalogix Content Matrix will append a numerical value to the end of the name.  For example, if an item called "MyFile" exists on the target it would be renamed "MyFile_1, " MyFile_2," and so on.

Container Options

The Container Options tab enables you to specify how you want Metalogix Content Matrix to migrate specific types of content.

The available options depend on the migration action.  For example, if you chose to migrate as a site collection or site, all options would be included, including options to

·Replace all invalid characters in name with: - This check-box option replaces any invalid characters that are found during the migration with a character of your choice. By default this character is set as "_" but this can be changed.

·Enable Tree View Navigation in Site - This check box activates the tree view settings in the target SharePoint site. This means that the Quick (left-hand) Navigation will be changed from it's default view to display a tree view of the navigation instead.

eRoom Containers Options

If you chose to migrate as a Document Library, a subset of these options are included.  

eRoom Document Library Options

If you chose to migrate a specific item type (Calendars, Discussion Boards, Links, Polls, etc.), only options specific to that item type is available.

eRoom Calendar Options

eRoom Containers - Include Subfolders

When the Container Options - Include subfolders box is checked, any subfolders from the eRoom container will also be created in the SharePoint document library for any documents that are in the eRoom subfolders. If not checked, no subfolders will be included in the migration.

eRoom Containers - Include Inboxes/Notes/Discussions

If you initiated a migration of an eRoom as a SharePoint site collection or site or a migration of eRoom inboxes, notes, or discussions, you can specify how inboxes and mail check the Include inboxes/mails box

If you initiated a migration of a Discussion Board, the Copy Discussion / Inbox / Note dialog contains a separate tab, Inbox/Notes Options with the following options:

·Include comments - This option determines if all the content in the "Comments" column in the eRoom content will be migrated into the SharePoint Discussion board. If this option is selected, all the "Comments" will be migrated as the body of the discussion topic. If this option is not selected, only the discussion topic (with the original heading comment) will be migrated, and no other comments will be migrated to the SharePoint Discussion board.

EXCEPTION:  if the contents to be migrated is nested, comments will be migrated regardless of the "Include Comments" setting.

·Map user metadata - When this check-box option is selected users and groups will be migrated to SharePoint, along with their metadata. For more information on this option please see Permissions Options.

·Migrate images in html contents into image library - If this check-box option is selected, any images in the eRoom HTML content will be migrated and placed into a SharePoint Picture library. After the images have been placed in the library, the HTML content containing the image will have its internal link for the image corrected, to point the image link to the picture library, where the image now lives. There is a text box below the check-box option that becomes enabled when the check-box is selected. This text box allows you to specify the name for the picture library that will be created.

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