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Metalogix Content Matrix 9.4 - Public Folder 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 Public Folders Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Log Files Using PowerShell with Content Matrix Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Connecting to an Exchange Server

To connect to an Exchange Server:

1.In Metalogix Content Matrix Console ribbon toolbar, choose Connection > Connect to Exchange Server.to display the Exchange Server Logon dialog.

Public Folders Exchange Server Login

2.For Mailbox profile, select a value from the drop-down.

Public Folders Mailbox profile

NOTE:  If you selected Outlook, all settings will be automatically filled in.

3.Use the information in the following table to determine the appropriate action to take.

If you selected ...

Then ...

Custom profile settings

go to the next step.

Outlook

go to step

4.Enter a User mailbox  (e.g. jsmith@company.com). Then specify whether it is the mailbox of the Currently logged on user or Different user.

5.In the Server settings section, enter the name of the Exchange server and select a Connector type:

§Exchange Web Services (EWS) - This is the Exchange web services connector type. When this connector is selected, any public folder can be opened in Metalogix Content Matrix. Please note that for this connector type only eml message format is supported as the output file format for migration into SharePoint.  EWS must be allowed on the Exchange server.

NOTE:  This option is not available if you selected Outlook as the Mailbox profile.

§Messaging Application Programming Interface (MAPI) - This connector type can be used only if Outlook (32bit) is installed on the local computer. When MAPI is selected, only the logged on user can browse and view public folders for which they have been given rights. However, this connector type supports msg as well as eml output formats for migration. With the msg file format, the full, original Outlook fidelity is retained and the attachment and message header and body are all contained within a single msg file in SharePoint. If Outlook is installed as the default mail client, and users double-click on the migrated msg file in the web browser in SharePoint, the message will open in Outlook and all Outlook actions are available to the user directly, e.g., Reply, Forward, etc.

§Messaging Application Programming Interface (Redemption) - This is the preferred connection method. This connector type requires CDO (Collaboration Data Objects) or Outlook (32bit or 64bit) installed on the local computer. Other features are the same as with MAPI connector type.

Environment

MAPI

Redemption

32bit OS and 32bit Outlook

Green Checkmark

Green Checkmark

32bit OS and CDO (Collaboration Data Objects)

-

Green Checkmark

64bit OS and 64bit Outlook

-

Green Checkmark

64bit OS and 32bit Outlook

Green Checkmark

(Metalogix Content Matrix Console - Public Folder Edition32.exe)

Green Checkmark

64bit OS and CDO (Collaboration Data Objects)

-

(Metalogix Content Matrix Console - Public Folder Edition32.exe)

Green Checkmark

NOTES:

§To apply the Redemption connector type in 64bit OS and 32bit Outlook (or CDO) environment, Metalogix Content Matrix Console - Public Folder Edition has to be started via the Metalogix Content Matrix Console - Public Folder Edition32.exe file instead of the conventional Metalogix Content Matrix Console - Public Folder Edition.exe file.

§Metalogix Content Matrix Console - Public Folder Edition32.exe is located under: C:\Program Files (x86)\Metalogix\Metalogix Content Matrix Console\Public Folder Edition\.

§Metalogix Content Matrix Console - Public Folder Edition32.exe does not support the SharePoint Local Object Model (OM) connection.

6.In case of EWS Connector type, either:

§select the Server version from the drop-down and enter the EWS URL and OWA URL then click [OK].

OR

§click [Discover] button to open the Auto Discover dialog. Enter the User mailbox and user credentials if necessary then click [Start].

Exchange Server settings in the Exchange Server logon dialog will be filled in automatically.

Connecting to a PST File

To connect to a PST file:

1.In the Metalogix Content Matrix Console ribbon, choose Connection > Connect to PST to display the Connect to PST File dialog.

Public Folders Connect to PST

2.For PST file, either:

§enter the location of the PST file

OR

§click [Browse] and navigate to the desired PST file.

NOTE: The Connect to PST feature requires Outlook (32bit or 64bit).

Environment

Connect to PST

32bit OS and 32bit Outlook

Green Checkmark

32bit OS and CDO (Collaboration Data Objects)

-

64bit OS and 64bit Outlook

Green Checkmark

64bit OS and 32bit Outlook

(Metalogix Content Matrix Console - Public Folder Edition32.exe)

Green Checkmark

64bit OS and CDO (Collaboration Data Objects)

-

 

NOTES:

§To apply the Redemption connector type in 64bit OS and 32bit Outlook (or CDO) environment, Metalogix Content Matrix Console - Public Folder Edition has to be started via the Metalogix Content Matrix Console - Public Folder Edition32.exe file instead of the conventional Metalogix Content Matrix Console - Public Folder Edition.exe file.

§Metalogix Content Matrix Console - Public Folder Edition32.exe is located under: C:\Program Files (x86)\Metalogix\Metalogix Content Matrix Console\Public Folder Edition\. Metalogix Content Matrix Console - Public Folder Edition32.exe does not support the SharePoint Local Object Model (OM) connection.

3.If the PST file is password protected, click the Use password radio button, then enter the password for the PST file. If you check the Remember my password box, the next time that Metalogix Content Matrix is started it will connect to the PST file without the need to type in the password again.

Connecting to SharePoint

There are four basic connection adapters that can be used to make connections to SharePoint from Metalogix Content Matrix Console:

·A local connection to a SharePoint site or server *

·A remote connection to a SharePoint site or server

·A connection through the SharePoint Client-Side Object Model (CSOM) for SharePoint 2013 or later, and for SharePoint Online at the site level

* As of version 9.3 the Metalogix Content Matrix Console client application requires Microsoft .NET Framework 4.7.2 to run. Since this .NET requirement applies to the machine on which Metalogix Content Matrix is installed, Metalogix Content Matrix cannot make a local Object Model (OM) connection on a SharePoint 2007 or 2010 environment, because SharePoint 2007 and 2010 require an earlier version of the .NET Framework (v.3.5), which prohibits Metalogix Content Matrix from completing the connection.  Because of this, any migration ‘jobs’ configured to connect to SharePoint 2007 and 2010 environments using a Local OM connection type will cease to work, and these jobs will need to be recreated for use over a different adapter type such as MEWS or DB.

The following table describes the connection adapter types that can be made for each supported version of SharePoint:

SharePoint Server Type

Local Object Model (OM) Connection (Metalogix Content Matrix Console - installed on server)

Remote Object Model (OM) Connection (Metalogix Extensions Web Service installed on remote server)

SharePoint Client Side Object Model (CSOM) Connection

Microsoft Office 365

-

-

Green Checkmark

Microsoft SharePoint 2013

Green Checkmark

Green Checkmark

Green Checkmark

Microsoft SharePoint 2016

Green Checkmark

Green Checkmark

Green Checkmark

Microsoft SharePoint 2019

Green Checkmark

Green Checkmark

Green Checkmark

 

Adding a connection to Office 365 is essentially the same as connecting to any other SharePoint site or server, with a few minor differences. Users can make a site level connection to an O365 environment using the CSOM connection adapter.

Connecting to a SharePoint On Premises Site or Server

The same connection methods and options can be used for a normal connection to SharePoint and a read-only connection to SharePoint. The below steps can be used for both connection types. The read-only connection can be used to help users keep their source and target connection separate (and it can help ensure that users do not accidentally migrate any data to a source connection).

NOTE:  When making a secure connection to a SharePoint URL that is configured with TLS, Content Matrix can use any version of TLS that is compatible with .NET Framework 4.7.2.  The default version of TLS used by the operating system on the machine from which you are connecting will be used by Content Matrix.  

To connect to a SharePoint site or server:

In the Metalogix Content Matrix ribbon, choose Connection > Connect to SharePoint.

Connect to SharePoint No O365

To complete the Connection Options tab:

1.For Address, enter either the URL or IP address of the SharePoint site or server to which you want to connect.

Note that the drop-down menu displays a list of previous connections.

2.For Target Type, select the connection type.  Use the information in the following table for guidance.

If you want to connect…

Select …

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.

3.  Select a Connection Type from the drop-down.  Use the information in the following table for guidance.

Connect to SharePoint Connection Type

If …

Select …

Notes

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.

·Metalogix Content Matrix Console is not installed locally

AND

·Metalogix SharePoint Extensions Web Service (MEWS) is not installed on the SharePoint server/WFE to which you are connecting

AND

·you are connecting to a SharePoint 2013 or later on prem or O365 target

Remote Connection (SharePoint Client Side Object Model 2013  or later)

·This connection type should be used when a Local Connection or the Metalogix Extensions Web Service connections cannot be made; for example, when the SharePoint deployment is hosted by a third party provider, this connection type would be used.

·The connecting account requires Full Control over the content being migrated.

When using this connection type, some Advanced Settings cannot be preserved,  including:

·Quick Edit

·Open document in browser

·Launch form in a dialog

·Allow items to be downloaded to offline clients

While these setting cannot be preserved as part of a migration if either the source or target is using a CSOM connection, they can still be manually set once the migration is complete.

4.For Authentication Type, select the method to use when trying to connect to the specified SharePoint instance.

Use the information in the following table for guidance.

Connection Types ON PREM

 

If …

Select ….

Notes

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 and SharePoint Client Side Object Model Connection Types 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.

5.For Connect As, enter/select the login credentials you want to use to connect to the SharePoint site/server. Use the information in the following table for guidance.

NOTE:  This option is disabled if you selected Local Connection (SharePoint Object Model) or Web Browser Authentication (Not Auto Detected).

If you want to …

Then …

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.

6.If you need to configure proxy settings:

a)Select the Proxy Options tab.

b)Follow the procedure for Configuring Proxy Settings.

SharePoint Login Proxy Tab

7.If you want to Add or Remove certificates to be included when connecting to SharePoint:

a)Select the Included Certificates tab.

Please see the Connecting with Certificates for more details on connecting to SharePoint instances that require certificates.

b)After all of the desired connection options have been set, for all options tabs, click [OK] to establish the connection.

If you selected a connection type other than Site, the Limit Site Collections dialog displays, giving you the option to limit the site collections to include in your connection (when importing an xml file with the list of URLs you want to include).  This is useful if the environment you are connecting to includes a very large number of site collections. In this case, limiting displayed site collections can improve performance.

Load xml ON PREM

NOTE:  If you want to View Sample xml, click the link on the dialog.  The xml file you import must follow the same format as this sample.

8.Either:

§Click [Yes – Import from XML] to specify the URLs of the sites you want to include in the connection, then browse/upload the file

OR

§Click [No – Continue with Connection] to add all sites within the selected scope to the connection.

If Metalogix Content Matrix successfully makes the connection, a new node will appear in the Explorer View, and you can expand this node and navigate through the SharePoint objects.

NOTE:  Should the log file ever show a "could not find site on remote SharePoint server" exception message when working with CSOM connections, simply restart the CSOM service on all machines running the Metalogix Content Matrix console and then rerun the action.

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