Adding a Filter to a File Share Connection
You can add and edit filters on the root connection node to a file share, which will be applied to all sub-folders and files under that connection. You may for example, only one to include files with a certain file extensions or files that have been modified after a certain date. When a filter is added, it will be applied to any new migration actions that are initiated from that connection. Previously existing/configured migration actions will not have these filters applied to them.
Filters that are added and applied to a root file share connection will become default settings in the Filter Options tab. Any changes to Filter Options will be applied to the current migration, but will not change the filters on the root connection node.
To apply a File Share root node filter:
1.Select the root connection node for a File Share source.
2.Right-click and choose Add/Edit Filters to display the Filters Configuration dialog.
|
3.Set desired filters as you would in the Filters Options tab.
4.Click [OK] to close the dialog and use the filters on the File Share source.
NOTE: Filters will be applied to migration actions as long as Preserve Configuration Options is enabled, as described below.
To Enable/Disable the File Share root node filter:
1.In the Content Matrix main ribbon, choose Settings > Preserve Configuration Options, which is:
·Highlighted when enabled
·Not highlighted when disabled
NOTE: When the root node filters are disabled, you can still access the filtering options, but the filters will not be applied to the migration.
To remove file share root node filters:
In Explorer View, select the node containing the filters you want to remove, right click and choose Remove Filters
You will be prompted to confirm the action before continuing.
Using the Search Function
This search feature allows you to search within a File Share connection.
NOTE: In addition to the Search feature, the Find feature can be used on File Share sources from the Items View tab.
To run a Search:
1.In Explorer View, select the connection in which you want to search.
2.Right-click and choose Search.
3.Enter a Search Term/Filter and/or click [Advanced Options] and select any additional criteria you want to use.
4.Click [Search].
All the results of the search display in the bottom pane. Select a result from the list to:
·View the metadata field properties for a selected item (by clicking [Show Properties]).
·Perform an action on a selected item (by right-clicking it and choosing the action).
Modifying File Metadata
From the root node of a file system connection, you can export basic metadata (including each file name and source url within the connection) to a CSV file. You can use the file to change file names (if you want them to be different on the target) and add custom metadata columns. You can then import the modified CSV file into Content Matrix before performing a migration.
NOTES:
·Metadata can only be exported from a connection's root folder, but it will contain files in all subfolders.
· While multiple exports can be performed, only one imported metadata file can be associated with the connection
To export metadata:
1.From the root node of the file connection, right-click and choose Metadata Modifications > Export Metadata to a CSV file.
2.Save the file to the location of your choice.
NOTE: You can change the default file name but remember to keep the .csv extension.
You can now change Name values and add custom metadata columns and values using a desktop application such as Excel or Notepad. Below is an example of an exported metadata file before and after being updated with a modified file name and the addition of the custom columns "Department" and "Status."
IMPORTANT: Do not remove or modify the Url. Content Matrix needs this information to identify the files to which the metadata will be applied.
To import a modified metadata file:
NOTE: The Import option is disabled if a metadata file has already been imported for the connection. If you want to import a different file, you must first clear the metadata.
1.From the root node of the file connection, right-click and chose Metadata Modifications > Import Metadata from a CSV file.
2.Select the metadata file that you want to import.
A status window displays, prompting you to review the metadata columns before importing the file.
NOTES:
·Once a file has been imported, any subsequent changes made to folders and files on the source will not be reflected, and it will be necessary to import an updated CSV file.
·Imported metadata detail is saved to the Jobs Database. If you switch the Job Source to a different database, the imported metadata will not be retained for the connection.
Files with modified metadata will be migrated to the SharePoint target when the option Migrate external metadata on the File Options tab is selected.
To clear metadata:
From the root node of the file connection, right-click and choose Metadata Modifications > Clear Metadata.
NOTE: This option is enabled only if a metadata file has been imported into Content Matrix.
Importing a Sensitive Content Manager (SCM) Report for Content Classification
If your organization uses Quest® Sensitive Content Manager (SCM), you can import a CSV file that has been exported from SCM for migrations to a SharePoint document library. Once imported, you can choose to include or exclude files referenced in the report based on sensitivity search terms in the "Matches" column.
NOTE: Only one imported SCM report can exist in Content Matrix, but it can be replaced.
For example:
You may not want to migrate files that contain highly sensitive information (such as an ID number).
You may want to migrate only files that include an Email.
To import an SCM report:
1.In the Sensitive Content Manager application, download the report that you want to import into Content Matrix. Refer to the Sensitive Content Manager Administration Guide for complete details.
IMPORTANT: For Format, make sure you select Migration.
2.From the ribbon Connections tab, select Import SCM Report.
3.Specify the Report path then click [Import].
When an SCM report has been imported and the file system connection uses the same Source Path that is specified in the .csv file, the following Configuration check boxes will be enabled:
·on the File Options tab, Migrate matches column.
·On the Filter Options tab, Matches.
To remove an imported SCM report from Content Matrix:
1.From the ribbon Connections tab, select Import SCM Report.
2.Specify the Report Path then click [Clear mapping].