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Content Matrix 9.10 - File Share Edition

Introduction Activiating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Enabling and Disabling Optimistic Mode Connecting to a File System Connecting to SharePoint Preparing for a Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Job Log Files Using PowerShell with Content Matrix Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Migrating a File Share Folder as a SharePoint Site

Use the Copy as Site action to migrate a File Share folder as a SharePoint site. Depending on the migration options, any sub-folders will be migrated as SharePoint document libraries, or as sub-sites.

To initiate a "File Share folder as a SharePoint site" migration:

1.In Explorer View, select the source File Share folder to migrate.

2.Right-click and choose Copy Folder.

3.Select the target SharePoint site node under which you want the new SharePoint site to be created.

4.Right-click and choose Paste Folder > As Site option.

Continue with Configuring Copying Options.

Migrating a File Share Folder as a SharePoint Document Library

Use the Migrate as Document Library action to migrate a File Share folders as a SharePoint document library or as a folder within an existing document library.

NOTE:  Only File Share folders can be migrated as SharePoint document libraries. File Share files and documents can only be migrated as documents into a SharePoint document library, unless otherwise specified in the Configure Copy Options - Target Hierarchy Optionstab.

To initiate a "File Share folder as a SharePoint document library" migration:

1.In Explorer View, select the source File Share folder to migrate.

2.Right-click and choose Copy Folder.

3.Select the  target SharePoint site/document library node under which to create the document library/folder within the document library.

4.Depending on the target node you chose, right-click and choose either:

§Paste Folder > As Document Library (to create a document library)

§Paste Folder (to create a folder within the document library)

Continue with Configuring Copying Options.

Migrating File Share Files as SharePoint Documents

Use the Migrate Files action to  migrate File Share files as SharePoint documents in a new or existing document library.

To initiate a "File Share Files to a new or existing SharePoint document library" migration:

1.In Explorer View, select the source File Share folder whose files you want to migrate.

2.Switch to Items View.

3.Select the  files for migration (these files can be multi-selected).

4.Right-click and choose Copy Files.

5.Select the target SharePoint site or existing document library into which you want to migrate the files.

6.Right-click and choose Paste Files.

Continue with Configuring Copying Options.

Copying a SharePoint Site or Documents into a File Share

Use the Copy as File Share Directory action to copy SharePoint sites, document libraries and documents into a File Share. This allows you to move content back and forth between SharePoint and the File Share environment.

You can:

·copy SharePoint sites and document libraries  into a File Share connection as a directory (folder) while maintaining the existing sub-structure

OR

·copy SharePoint documents as documents under a selected File Share node.

To copy a SharePoint site or document library as a File Share Directory

1.In Explorer View, select the SharePoint site or document library that you want to migrate.

2.Right-click and choose Copy Site or Copy List .

3.Select the target File Share directory.

4.Right-click and choose Paste Site > As Directory or Paste List > As Directory.

4.Continue with Configuring Copying Options.

To copy SharePoint documents into a File Share Directory:

1.In Explorer View, select the SharePoint document library that contains documents to be migrated.

2.Switch to Items View.

3.Select the documents to be copied.

4.Right-click and choose Copy Selected Documents.

5.Select the target File Share directory.

6.Right-click and choose Paste Documents.

Continue with Configuring Copying Options.

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