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Content Matrix 9.10 - Quick Start Guide

Supported Source and Target SharePoint Versions

Content Matrix Console supports the following versions of SharePoint.

NOTE:  With Content Matrix SharePoint Edition, you can migrate into a target version of SharePoint that is the same or later than the version of SharePoint on the source.  (Migration from a later version of SharePoint to an earlier version is supported for documents and list items only.)

Source Version

(SharePoint Edition)*

 

Target Version

SharePoint 2013

SharePoint 2016

SharePoint 2019

SharePoint Server Subscription Edition

Microsoft 365
(SharePoint Online)

SharePoint 2007 (WSS and MOSS)

Green Checkmark

Green Checkmark

Green Checkmark

 

Green Checkmark

SharePoint 2010
(Foundation and Server)

Green Checkmark

Green Checkmark

Green Checkmark

 

Green Checkmark

SharePoint 2013
(Foundation and Server)

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

SharePoint 2016

 

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

SharePoint 2019

 

 

Green Checkmark

Green Checkmark

Green Checkmark

SharePoint Server Subscription Edition

 

 

 

Green Checkmark

Green Checkmark

Microsoft 365
(SharePoint Online)

 

 

 

 

Green Checkmark

* While it may be possible to migrate from earlier versions of SharePoint, some long out-of-date functionality may present special challenges when migrating to a supported target. However, Quest Professional Services can provide assistance.

Installation

This section describes how to install the Content Matrix Console client application(s).

Installing the Content Matrix Consoles

This section describes the installation steps for the Content Matrix Consoles.

NOTE:  Consoles for all editions of Content Matrix will automatically be installed.  However, you will only be able to use the Consoles that are covered by your license.  

Content Matrix Consoles can be installed on any computer that meets the minimum hardware and software requirements for each component that is installed, provided that the computer also has access to the source and target environments (for connection purposes). For an on premises installation, the machine must have access to the SharePoint environments but does not require that SharePoint is installed on it directly, and it does not have to be a WFE.  

Please see the Content Matrix Advanced Installation Guide for more details on possible installation scenarios, configurations, SharePoint connection adapters, and additional information on other Content Matrix Console components.

To install the Content Matrix Consoles:

1.Copy the Quest Content Matrix Consoles.exe file to the machine on which you want to install.

2.Close all open applications, including your browser.

3.Double-click Quest Content Matrix Consoles.exe to start the installation process.

NOTE:  Because this installer requires an elevated set of permissions to run, if you do not have the required permissions a message will open informing you that elevated permissions are required. To run the installer with these elevated permissions, select the installer file, right-click and select the Run as administrator option.

Consolidated Installer 1

4.Click [Next].

5.Read and accept the License Agreement terms then click [Next].

6.Use the information in the following table to determine the appropriate Application Settings Destination option to select.

Consolidated Installer 2

If  you want to ...

Select ...

require all users of the machine to be a local administrator in order to run Content Matrix Console

For All Users.

NOTE:  If you select this option:

·program data will be stored in
C:\ProgramData\Metalogix

AND

·only the first user who launches Content Matrix for the first time will be required to enter a license key.

allow all users of the machine to run Content Matrix Console without being a local administrator

For current user only.

NOTE:  If you select this option, when each user launches Content Matrix for the first time:

·program data will be stored in
C:\Users\<username>\AppData\Roaming\Metalogix\Common*

AND

·each user be required to enter and activate a license key.

*  If you are upgrading from a version earlier than 9.3 and select this option, program data will automatically be copied from C:\ProgramData\Metalogix to the new file location.

7.Click [Next].

Consolidated Installer 3

By default the installation Wizard will install all of the selected Content Matrix client applications under C:\Program Files (x86)\Metalogix.

You can, however, click [Change] and select a different directory.

8.Click [Next].

9.Click [Install].

The installation process will run, and Editions of Content Matrix Console will be installed.

10.Click Quit to exit the Installation Wizard.

If you want to use a SharePoint database connection on a machine that does not have SharePoint installed:

The machine must have dependencies for the version of SharePoint you want connect to installed on the machine.  After installing Content Matrix, open the Console from the ribbon toolbar, choose Connections > Connect to SharePoint Database.  A pop-up will display with a link to a Support Knowledge Base article with instructions for installing the dependencies.

Installing the Content Matrix SharePoint WSPs

This section will walk you through the process of installing the server components (Content Matrix SharePoint WSPs) on a target on premises SharePoint farm.

When installing the Content Matrix WSPs you should note that an IIS Reset will need to be performed when the solution (WSP) file is deployed through the SharePoint farm. This is a requirement of SharePoint, and not of Quest. In most cases this IIS Reset is automatically done as part of the solution deployment. For more general information on this issue, please see the following MicrosoftTechNet article: http://technet.microsoft.com/en-ca/library/cc2v=office.14).aspx#DeployFarmSolutions.

There are a number of methods that can be used to try and mitigate any downtime when deploying a SharePoint farm solution. One of these methods is to schedule the solution deployment for a time period that will have low impact to the environment's users.

Special Note About Content Matrix License Check

Prior to version 8.8, it was a licensing requirement that you install Content Matrix Organizer or License Check to support writing content to an on premises SharePoint farm. As of version 9.0, the Organizer option is no longer available, and you will be required to install License Check only if you have a Content Under Management (CUM)-type license (beginning with the digits 823) that was issued prior to version 8.8.  The License Check installer (Quest Content Matrix License Check.exe) is available in the installation zip file.

NOTE: A license beginning with 823 cannot be used for File Share Edition since its reintroduction in version 9.9. If you have this license type and want to use File Share Edition, contact Quest Support to obtain a new license that covers all licensed Editions or a separate license for File Share Edition.

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