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Metalogix Content Matrix 9.4 - 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
How Team Sites are Migrated to Modern Team Sites How SharePoint Sites are Migrated to Modern Communication Sites How MySites are Migrated How "Share With" Metadata is Migrated to SharePoint Online Using the Import Pipeline How Records Centers are Migrated to SharePoint Online Using the Import Pipeline How Master Pages are Migrated How List Template Galleries Are Migrated How Content Types are Migrated Document Version and Checked Out File Limitations How Ghosted and Un-Ghosted Pages are Migrated How Document Sets are Migrated How Navigation is Migrated How Classic Web Parts are Migrated How Site Themes are Preserved How Site Features Are Migrated How Managed Metadata is Migrated How Users and Permissions are Migrated How BCS/BDC Data is Migrated How OneNote Notebooks are Migrated How Customized Form Pages are Migrated How InfoPath Forms are Migrated How SharePoint Workflows are Migrated How Nintex Workflows and Forms are Migrated How Metalogix StoragePoint Content is Migrated How Link Correction Works
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action Converting Classic Pages to Modern Pages After a Migration 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

Checking the Content Matrix Console License

Navigation:  Activating the License Key >

Checking the Content Matrix Console License

To check the status of the license key in use, open the About dialog. Here, information such as the license type, expiration date (if any), size limitations for migrations, and how much data has already been migrated can be seen.

NOTE:  If an offline license is used, the offline activation process will need to be used to do this update instead, unless the system that the Metalogix Content Matrix Console is installed on has internet access.

To check the current license:

1.In the Content Matrix Console ribbon toolbar, choose Help > About.

2.In the dialog that opens, click [Refresh]. This will initiate a refresh of this data from the licensing servers and update the information.

Selecting the SQL Database You Want to Connect to

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Selecting the SQL Database You Want to Connect to

The first time you launch the Content Matrix Console you will be prompted to select the SQL database that you want to connect to. Options are:

·Connect to Job Database (SQL Server)

·Connect to Distributed Database (SQL Server)*

* NOTE:   In order to use this option, Distributed Migration must be configured.

·Connect to New Job List (SQL Server Compact 4.0* Required)

·Connect to Existing Job List (SQL Server Compact 4.0* Required)

NOTE:  The use of SQL CE in a production environment is discouraged because of the following limitations:

§It uses a single .lst file that is less robust and reliable and may be corrupted after the database reaches 4 GB.

§Data compression is not supported.

§Support for large objects is limited.

§Microsoft support for SQL CE has ended.

If you still want to use SQL CE, SQL Server Compact 4.0 must already be installed on your machine.  You can download it from Microsoft, install it, install it, then restart the Console.                

NOTE:  If you have upgraded from version 9.3 or earlier and are using SQL CE (.lst) files but SQL Server Compact is not installed, a pop-up will display.  You will be given the option of either installing SQL Server Compact 4.0 or selecting a different Job database.

To create or connect to a full SQL database:

1.From the Please connect to a job database dialog, select Connect to Job Dababase (SQL Server) or Connect to Distributed Database (SQL Server).

2.Complete the Connect to SQL Server dialog.  Create (using the New Database option) or select the database you want to use.

Select Jobs Database

If you want to use an encrypted connection to the database, check the Encrypt Connection box.

NOTE: If the certificate used for encryption is not trusted, you will also need to check the Trust Server Certificate box.

 

Content Matrix Console End User Interface

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Metalogix Content Matrix Console End User Interface

The Metalogix Content Matrix Console User Interface (UI) is simple and easy to use. There are three high level components to the configurable interface:

·Explorer View 1 - At minimum, the interface will always display one Explorer Control, providing multiple ways to view the content for any active connections to source and target environments.

·Explorer View 2 - A second explorer control can be displayed simultaneously. Having two explorers visible allows the user to simultaneously view two different parts of the connected content set. For example, in many cases it makes sense to show a migration source on the left in Explorer Control 1, and a SharePoint migration target on the right in Explorer Control 2.

·Job List - Beneath the Explorer Control windows is a Job list that shows the history of migration jobs and other tasks that have been run or batched in Content Matrix.

More information on these UI components is provided in the topics that follow.

UserInterface_SP

Main (Ribbon) Toolbar

Navigation:  Content Matrix Console End User Interface >

Main (Ribbon) Toolbar

At the top of the Metalogix Content Matrix Console is a ribbon toolbar allowing access to the following five menu group settings:

·Connection

·View

·Settings

·Help

The Metalogix Content Matrix Console menu ribbon can be expanded or minimized to fit the user's needs. When expanded, a set of options will be available depending on the selected menu heading.

Ribbon Menu

When minimized, options will only be visible when a menu heading is selected. Otherwise, only menu headings will show. The minimize and expand options can also be accessed by right-clicking an option in the ribbon itself. This opens a context (right-click) menu where the Minimize the Ribbon option can be selected or deselected.

Ribbon Menu Minimized

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