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Metalogix Content Matrix Console - SharePoint Edition has the ability to apply transformations to content that is within the scope of a migration. Transformations can be configured through the Transformations tab in the Configuration Copy Options dialog, or they can be configured through options in any appropriate options tab. This page will review how the Transformations tab works, as well as list the currently available transformer actions.

Transformations Tab

The Transformations tab is available in the Configure <Object> Copying Options dialog when running any migration action with Advanced Mode enabled.

The Transformations tab is broken up into two main sections, Available Definitions and Applied Transformers For <Object> (the <Object> value is determined by what is selected in the Available Definitions section). The Available Definitions section will list all of the transformation definitions that are available for the current migration action, in alphabetical order. For example, the SharePoint Site definition is available when migrating at the site level or higher. However, if migrating at the list or item level, this definition will not be listed.

When one of the Available Definitions items is selected, any transformations that exist/have been configured within the migrating content will appear in the Applied Transformers For <Object> dialog. Some of the actions that may appear in the Applied Transformers For <Object> may be grayed out. These grayed out items are mandatory transformations that are run during the course of a normal migration, and these actions cannot be edited or removed. However, they can be reordered by using the up and down arrows to the right-hand side of the window. The reason for this is so users can set and apply a transformation action before a mandatory action, in case they want their transformation to run earlier in the process. Actions that appear and are not grayed are user added transformations, and can be moved, edited and deleted at the users discretion.

For example, if a field to managed metadata transformer is added to a definition, the arrow buttons can be used to move this added transformer up or down in the existing process. If the user wanted to run the "Field to Managed Metadata" transformer before the "Column Mapping" transformer, they would use the arrow buttons to move them around to achieve the desired order. The up arrow could be used to move the newly added transformer up above the column mapping, or the down arrow could be used to move to column mapping transformer down below the newly added transformer, or a mix of both. Another example is that in some cases users could add another instance of an existing mandatory transformer, like column mapping, and then have it run in two different locations within the migration process. One could be run in the middle, and it could be run again just before the end.

Users can manually add transformers directly to the Transformations tab. This is done by selecting the Available Definitions option that the transformation should be added to, then clicking the Add Transformer button. This will open a drop down list of the available transformer actions for the definition. If the transformer that is being added is also a mandatory transformer, another entry for it will be added in the Applied Transformers For <Object> section. Users will still not be able to edit it's configuration from this dialog, but can add it in to the process again, and can moves it's order around, or delete the extra entry. For transformers that are not mandatory actions, their configuration window will open, allowing users to configure it on the spot.

The Up and Down arrows to the far right-hand of the dialog can be used to move any selected (or multi-selected) items up or down in the Applied Transformers For <Object> section, provided there is space to move in the desired direction. These ordering arrows are available once any item in the Applied Transformers For <Object> section is selected. The Edit button is only available for non-mandatory transformer actions, and when selected it will re-open the configuration dialog for the selected transformer. The Remove option is only available for transformer actions that appear in normal text (not grayed out), and when used will remove the selected transformer action from the Applied Transformers For <Object> section.

For more specific information on setting Transformer actions, please see the below pages.

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