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Metalogix Content Matrix 9.4 - 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 Log Files 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

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.

Overriding the Version of the Metalogix Extensions Web Services (MEWS) When Making a SharePoint Connection

It is strongly recommended that when you select Remote Connection (Metalogix SharePoint Extensions Web Service) to connect to SharePoint, the version of MEWS is installed on the remote server is the same as the installed version of Content Matrix Console.  However, when you select MEWS as the connection type, you will have the option to Override the MEWS Version and specify an earlier MEWS Version (in the format n.n.n.n) when making a connection. Note that you will receive a warning message that the installed version of MEWS may be incompatible.

Override MEWS

You can hide the warning message for any new connections and re-connections made during the current session by checking the Do not show this message until application restarts box.

IMPORTANT:  You cannot update the MEWS version once the connection has been created.

If the MEWS version is overridden, the job log will display the warning message.  (If both the source and target connections use an older version of MEWS, an entry will display for each.)

MEWS Connection Override LOG

Connecting to SharePoint Online

Metalogix Content Matrix Console can make a site level connection to a SharePoint Online environment.  

To connect to SharePoint Online:

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

Connect to SharePoint No O365

Make sure the selected Target Type is Site.

To complete the Connection Options tab:

1.For Address, enter either the URL or IP address of the SharePoint site or tenant 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.

2.For Target Type, select Site.

3.For Connection Type, select Remote Connection (SharePoint Client Side Object Model 2013).

NOTE:  If you accept the default (Auto Detect), this option will be detected automatically.

Connect to SharePoint Connection Type

4.For Authentication Type, select the method to use when trying to connect to the specified SharePoint instance. When connecting to Office 365, the two main Authentication Types will be Office 365 OAuth/Standard/ADFS Authentication and Office 365 Web Browser Authentication (Not Auto Detected).  Use the information in the following table for guidance.

Connect to SharePoint Authentication TYPE

For a  SharePoint Online connection that uses"modern" (not "legacy") authentication, you must select one of the O365 OAuth Authentication options or Office 365 Web Browser.  If the account is also part of a SharePoint Online Multi-Factor Authentication Policy, Office 365 Web Browser or O365 OAuth with MFA Authentication must be used.

For more information about legacy vs. modern authentication, refer to the Microsoft Support article How modern authentication works for Office 2013 and Office 2016 client apps.)

If …

Select ….

Notes

you want Metalogix Content Matrix to automatically check against the SharePoint environment

Auto Detect

Metalogix Content Matrix will check for authentication types listed in the drop-down (in order), and use the first method that is found.

NOTE:  At the time you click [OK] to complete the connection, a pop-up box will display that asks if you want to use Office 365 OAuth.  See Using Office 365 OAuth Authentication to Connect to SharePoint Online for details.

·you want to connect to Office 365 OAuth, Office 365 – Standard editions, or systems with ADFS

AND

·MFA is not being used

Office 365 OAuth/Standard/ADFS Authentication*

By default the logged in user credentials will be unavailable, since this uses the Windows authentication method, and the Office 365 credentials will need to be entered.

NOTE:  At the time you click [OK] to complete the connection, a pop-up box will display that asks if you want to use Office 365 OAuth.  See Using Office 365 OAuth Authentication to Connect to SharePoint Online for details.

your account requires the use of Multi-Factor Authentication (MFA)

Office 365 OAuth with MFA Authentication (Not Auto Detected)*

With this authentication type,  you do not have to enter account credentials in Content Matrix, and the Connect As options will be disabled.

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 Metalogix Extensions Web Service Connection Type 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.

you want to connect through a Web browser using authentication for Office 365

Office 365 Web Browser Authentication

This option works the same as Web Browser Authentication (Not Auto Detected) except:

·it looks for more specific Office 365 cookies

·it requires that users first log into Office 365 through the browser

·instead of allowing multiple logins, only one "request" for data can be made at a time, which ensures that no data is missed or lost due to the system locking from too many requests (but which may result in a slower connection).

you want to make a site-level connection to a GCC High site using O365 User Provided Authentication

Office 365 User Provided Authentication

(hidden by default)

You must first run a utility provided by Quest Support and enable the setting EnableUserProvidedAuthentication. Refer to the Quest Support Knowledge Base article Enabling User Provided Authentication in Content Matrix for details.

* If you are connecting to SharePoint Online  using OAuth authentication and you used a custom domain as the Address, you will also need to check the Override SharePoint Online Tenant Domain Name and enter the default tenant domain name (which can be found at https://admin.microsoft.com/Adminportal#/Domains) to allow Content Matrix to route the request to the proper region.

Custom Domain for OAuth

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 Office 365 OAuth with MFA Authentication, 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 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 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.

Using Office 365 OAuth Authentication to Connect to SharePoint Online

Office 365 OAuth Authentication is a token-based authentication method that can be used as an alternative to Standard/ADFS Authentication to reduce throttling.

If Multi-Factor Authentication is set up for the tenant and enabled for the account (as described in the Microsoft TechNet article SharePoint Online - O365: Set up Multi-Factor Authentication), you can connect using Office 365 OAuth with MFA Authentication as an alternative to Office 365 Web Browser authentication.  

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