Content Matrix provides you with the ability to control what actions are available to the client application through configuring on the SharePoint server. Product behaviors can be restricted along three dimensions:
·Available actions
·Unrestricted users
·Suppressed events
Configuring the behavior of the Content Matrix client from target SharePoint servers requires that an XML configuration file be added to the target SharePoint server web application directory. The XML file must be named ServerAdapterConfig.xml and placed in the ML folder directory located within the SharePoint hive (this is the same directory where the Metalogix SharePoint Extensions Web Service files are). Below is an example of the typical directory location of the ML folder for SharePoint 2016 and 2019:
\\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\ISAPI\ML
Below is an example of the simple XML format required for ServerAdapterConfig.xml.
<ServerAdapterConfig>
<DisabledActions>
<Action>Metalogix.SharePoint.Actions.Migration.PasteSiteAction</Action>
<Action>Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction</Action>
<Action>Metalogix.SharePoint.Actions.Migration.PasteSiteLists</Action>
<Action>Metalogix.SharePoint.Actions.Migration.CopyRoleAssignmentsAction</Action>
<Action>Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction</Action>
<Action>Metalogix.SharePoint.Actions.Migration.PasteFolderAction</Action>
</DisabledActions>
<ExemptUsers>
<User>METALOGIX\geordie</User>
<User>METALOGIX\julien</User>
</ExemptUsers>
<SuppressEvents>False</SuppressEvents>
</ServerAdapterConfig>
There are three main sections within the root ServerAdapterConfig section of this XML:
·DisabledActions: This section defines the set of actions that cannot be run on the client. See Actions That Can Be Disabled on the Server Side for a complete list.
·ExemptUsers: This section defines the set of users by user name who are exempt from any DisabledActions. In other words, a user in the ExemptUsers is not subject to any restrictions imposed on Content Matrix clients by the DisableActions section.
·SuppressEvents: This section defines if any of SharePoint's event receivers are suppressed/disabled during a migration and then restarted once the action is complete. The value for this section is set to "True" by default, but can be manually configured if want event suppression to be disabled. Suppression of event receivers allows Content Matrix to avoid any potential concurrency issues when migrating (mainly with regards to workflows).
Many of the SharePoint related actions available in the Content Matrix Console can be disabled on the server side. The table below lists the complete set of client actions that can be disabled from the server and provides the format of the action name required in the DisabledActions section of the ServerAdapaterCongifuration.xml file.
NOTE: When an action that is available via the client UI is disabled on the server, it will be visible in client menus but disabled.
Action |
Configuration File Format |
---|---|
Change Global Navigation Settings |
Metalogix.SharePoint.Actions.Administration.ChangeGlobalNavigationAction |
Change Quick Launch |
Metalogix.SharePoint.Actions.Administration.ChangeQuickLaunchAction |
Create Folder |
Metalogix.SharePoint.Actions.Administration.CreateFolderAction |
Create List |
Metalogix.SharePoint.Actions.Administration.CreateListAction |
Create List From XML |
Metalogix.SharePoint.Actions.Administration.CreateListFromXMLAction |
Create Site |
Metalogix.SharePoint.Actions.Administration.CreateSiteAction |
Create Site Collection |
Metalogix.SharePoint.Actions.Administration.CreateSiteCollection |
Create Site Collection in Self-Service Mode |
Metalogix.SharePoint.Actions.Administration.CreateSiteCollectionSelfServiceMode |
Delete Discussion Item |
Metalogix.SharePoint.Actions.Administration.DeleteDiscussionItem |
Delete Item |
Metalogix.SharePoint.Actions.Administration.DeleteFolder |
Delete List |
Metalogix.SharePoint.Actions.Administration.DeleteItem |
Delete Site |
Metalogix.SharePoint.Actions.Administration.DeleteList |
Delete Site Collection |
Metalogix.SharePoint.Actions.Administration.DeleteSite |
Export Doc Items |
Metalogix.SharePoint.Actions.Administration.DeleteSiteCollection |
Publish Documents and Pages |
Metalogix.SharePoint.Actions.Administration.PublishDocumentsandPagesAction |
Update Site Collection Settings |
Metalogix.SharePoint.Actions.Administration.UpdateSiteCollectionSettingsAction |
Add Role Assignments |
Metalogix.SharePoint.Actions.Migration.AddRoleAssignmentsAction |
Copy Folder Permissions |
Metalogix.SharePoint.Actions.Migration.CopyFolderPermissions |
Copy Item Alerts |
Metalogix.SharePoint.Actions.Migration.CopyItemAlertsAction |
Copy List Alerts |
Metalogix.SharePoint.Actions.Migration.CopyListAlertsAction |
Copy List Permissions |
Metalogix.SharePoint.Actions.Migration.CopyListPermissions |
Copy List Role Assignments |
Metalogix.SharePoint.Actions.Migration.CopyListRoleAssignments |
Paste Web Parts |
Metalogix.SharePoint.Actions.Migration.CopyWebPartsAction |
Paste Master Page Gallery |
Metalogix.SharePoint.Actions.Migration.CopyMasterPageGalleryAction |
Paste Content Types |
Metalogix.SharePoint.Actions.Migration.CopySiteContentTypesAction |
Paste All Subsites |
Metalogix.SharePoint.Actions.Migration.CopySubSitesAction |
Copy Web Alerts |
Metalogix.SharePoint.Actions.Migration.CopyWebAlertsAction |
Copy Web Permissions |
Metalogix.SharePoint.Actions.Migration.CopyWebPermissions |
Paste Workflow Associations |
Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction |
Paste All List Items |
Metalogix.SharePoint.Actions.Migration.PasteAllListItemsAction |
Paste All List Items into Items View |
Metalogix.SharePoint.Actions.Migration.PasteAllListItemsIntoItemsViewAction |
Paste Audiences |
Metalogix.SharePoint.Actions.Migration.PasteAudiencesAction |
Paste Default Web Part Page |
Metalogix.SharePoint.Actions.Migration.PasteDefaultWebPartPageAction |
Paste Duplicate List |
Metalogix.SharePoint.Actions.Migration.PasteDuplicateListAction |
Paste Duplicate Site |
Metalogix.SharePoint.Actions.Migration.PasteDuplicateSiteAction |
Paste Folder |
Metalogix.SharePoint.Actions.Migration.PasteFolderAction |
Paste List |
Metalogix.SharePoint.Actions.Migration.PasteListAction |
Paste List as Folder |
Metalogix.SharePoint.Actions.Migration.PasteListAsFolderAction |
Paste List Email Notifications |
Metalogix.SharePoint.Actions.Migration.PasteListEmailNotificationAction |
Paste List Item |
Metalogix.SharePoint.Actions.Migration.PasteListItemAction |
Paste List Item into Items View |
Metalogix.SharePoint.Actions.Migration.PasteListItemIntoItemsViewAction |
Paste My Sites |
Metalogix.SharePoint.Actions.Migration.PasteMySitesAction |
Paste Navigation |
Metalogix.SharePoint.Actions.Migration.PasteNavigationAction |
Paste Roles |
Metalogix.SharePoint.Actions.Migration.PasteRolesAction |
Paste Site |
Metalogix.SharePoint.Actions.Migration.PasteSiteAction |
Paste Site Collection |
Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction |
Paste Site Content |
Metalogix.SharePoint.Actions.Migration.PasteSiteContentAction |
Paste Site Lists |
Metalogix.SharePoint.Actions.Migration.PasteSiteLists |
Remove Role Assignments |
Metalogix.SharePoint.Actions.Migration.RemoveRoleAssignmentAction |
Event Suppression |
Metalogix.SharePoint.Actions.Migration.SuppressEvents |
Note that many of the above listed actions are used by other actions. When a given action is enabled, but one or more of its sub-action is disabled, the sub-actions will not run. When a user attempts to run an action for which sub-actions are disabled, they will be notified with a dialog similar to the following:
Content Matrix uses a set of configuration variable files behind the scenes to help set and manage settings for all of the Content Matrix Editions. This section explains what the configuration variable files are, their general behavior, and where to find them.
Configuration variables are contained in the following three files:
·EnvironmentSettings.xml
·UserSettings.xml
·ApplicationSettings.xml
Some settings can be configured for all Product Editions, while other settings are limited to individual Product Editions.
Any settings that are configured in multiple files will be scoped to the lowest level (either in the "UserSettings.xml" file or the "ApplicationSettings.xml" file), including values that are pulled from the old EnvironmentSettings.xml file.
IMPORTANT: Make sure the Content Matrix Console is closed when making updates to configuration variable files.
This file allows users to configure general settings for all Product Editions. This means that these settings only need to be set in a single file, either for all users of the machine (if users are required to be local administrators) or for each individual user of the machine (if users are not required to be local administrators) and can be found in one of the following locations:
·If you are required to be a local administrator on the machine where Content Matrix is installed: C:\ProgramData\Metalogix
OR
·If you are not required to be a local administrator on the machine where Content Matrix is installed: C:\Users\<username>\AppData\Roaming\Metalogix\Common
UserSettings.xml File
This file allows users to configure general settings for all Product Editions for a specific user account (the logged in account). This means that these settings will be configured for all Product Editions, but only for the current user account. If another user would like to configure these same settings to work for them, they must be configured manually under the appropriate user account. It can be found in the following location:
C:\Users\<USER>\AppData\Roaming\Metalogix
This file allows users to configure settings that are limited to the specific Product Edition of Content Matrix Console, for a specific user account (the logged in account). This means that each Product Edition, for every user account, must be configuredindividually. While the "ApplicationSettings.xml" file for each Product Edition can contain some of the same settings, there are some settings that are Edition specific (for example, some settings may only work for SharePoint Edition, so they will only be available in SharePoint Edition). Any settings that are replicated through various version of the file will only be applied to the specific Edition.
For example, the "AllowCheckResults" setting is available in every "ApplicationSettings.xml" file, but it must be set on an individual Product Edition basis. Setting it for SharePoint Edition will not configure it for Public Folder Edition. It can be found in the following location:
C:\Users\<USER>\AppData\Roaming\Metalogix\Content Matrix Console - <Product> Edition.
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