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Content Matrix 9.7 - Quick Start Guide

The Metalogix Extensions Web Service

The Metalogix SharePoint Extensions Web Service enables both Read and Write access to remote SharePoint instances. This remote connection accesses the content through the remote SharePoint installation’s Object Model (OM). The Extensions Web Service can be installed using the Metalogix SharePoint Extensions Web Service Setup.exe file that is included in the installation zip file.

Once the Extensions Web Service is installed on one SharePoint Web Front End (WFE) it will automatically be pushed to any other SharePoint WFEs on the farm as a SharePoint solution file (WSP). When the Web Service has been deployed it can be managed as a SharePoint web solution, and can be accessed through the farm’s Central Administration page, to administer, disable, or uninstall the Web Service.

The Extensions Web Service component can be installed in any SharePoint on premises environment, and is supported on both 32-bit and 64-bit servers.  

The Extensions Web Service helps to enable some migrations features through the remote access to the SharePoint OM, so it is recommended to have them deployed if possible.

After installation, the Web Service will run under the “app pool” user account. This means that any user running a migration with Metalogix Content Matrix will only need to have general access to the content that is being migrated, in the SharePoint UI.

Activating the License Key

You will be prompted to input an Activation License Key when launching the Content Matrix Console:

·for the first time after it has been installed if an existing license is not detected

OR

·after your license has expired.

NOTE:  If users are not required to be a local administrators on the machine where Content Matrix is installed, every user who launches a Console needs to enter a license key.  If users are required to be a local administrator, only the first user who launches a Console needs to enter a license key.

 

IMPORTANT:  During installation, all Editions of the Console (SharePoint, eRoom, and Public Folder) are installed.  However, the license will only be activated for Editions that are covered by it.  If an Edition is not covered by the license, the message Invalid license:  License key is not valid for the given product. will display in the Activate License Key dialog.

To enter a license key:

1.In the Activate License Key dialog, select I have a license key, and enter the license key provided by Quest (the key can be copied and pasted into the provided space).

ActivateLicenseKey

NOTE:  If you are updating from a Metalogix Content Matrix installation older than version 6, select the I am updating from an older version and have an old-style key option, and enter the key in the provided space (or paste into the first field from your clipboard).

2.Select the appropriate activation method.

NOTE: Most systems can use the Online activation method as long as the system has internet access. If you are unable to use the online activation method due to security settings or lack of internet access, the Offline activation option can be used.

Online Activation

NOTE:  In order to activate your license, the following URL must be unblocked by your firewall: https://license.metalogix.com

1.After entering the license key, select Online activation.

2.Click [Next].

Metalogix Content Matrix will contact the licensing server and attempt to authenticate the license key, after which, on successful activation, a 'Congratulations!' message will be returned, and the license key will be active and in use.

3.Click [Finish] to complete the process.

Offline Activation

NOTE:  The offline activation option is generally used in cases where you cannot use the online activation due to security settings or lack of internet access. This option will still require some internet access, but allows for the authentication to be done from another machine that is not as restricted by security or has a connection to the internet.

1.Select Offline activation.

2.Click [Next].

A Generate Activation Request dialog displays with a different key. This key can be copied from the window, or the Save to file option can be used to save the key into a text file (in case it needs to be copied to another machine).

3.Copy the Activation URL (listed under the Activation Request) to a web browser that has internet access.

Alternately if the system the Metalogix Content Matrix Console is on does have internet access through a Web browser, click Go to automatically open a web browser to this URL.

4.On a machine that has internet access, use the Activation URL to navigate to the Offline Activation page.

5.Either:

§Enter the key into the Activation data text box.

OR

§If the key was saved to a file, select Browse and navigate to the file.

6.Click [Activate].

Upon successful activation, a new key displays in the text box.

7.Do one of the following:

§To save the key as a DAT file, click [Download file].

OR

§To copy the key to the clipboard (if the license will be activated on the same machine), click [Copy text].

8.Click [OK] to continue.

9.Return to the Activate License dialog.

10.If the Generate Activation Request window is still active, click [Next]. to the Enter your Activation Response window.

11.Use one of the following options:

§If you copied the key to the clipboard on the same machine, paste it into the window.

§If you saved the key to a DAT file, navigate to, and select the DAT file.

12.Click [Next]. The license key will be active and in use.

13.Click [Finish] to complete the process.

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