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Content Matrix 9.12 - File Share Edition User Guide

Table of Contents

Supported Source Systems Supported Target Systems Key Features Product Announcements Splash Screen Automatic Updates

Activiating the License Key

Online Activation Offline Activation Checking the Current Content Matrix Console License

Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface

Main (Ribbon) Toolbar Quick Access Toolbar Explorer Control View Tabs

Explorer View Tab Items View Tab Browser View Tab

Jobs List Using Multi-Select

Enabling Advanced Mode Enabling and Disabling Optimistic Mode Connecting to a File System Connecting to SharePoint

Connecting to a SharePoint Site or Server Connecting to SharePoint Online

Using Office Microsoft 365 OAuth Authentication to Connect to SharePoint Online

Registering the Content Matrix SharePoint Client Application for OAuth Authentication Completing a Connection to SharePoint Online Using Office 365 OAuth Authentication

Migrating to SharePoint Online Using the Import Pipeline

Objects and Actions Supported Using the Import Pipeline How Content Matrix Determines Import Pipeline Migration Batch Sizes

Connecting with Certificates

Removing Certificates

Connecting to SharePoint Using PowerShell

Preparing for a Migration

Adding a Filter to a File Share Connection Using the Search Function Modifying File Metadata Importing a Sensitive Content Manager (SCM) Report for Content Classification

Importing an SCM Report Using PowerShell

Creating a SharePoint Object

Creating a SharePoint Site Create SharePoint Site Collection Create a SharePoint List Create SharePoint Folder

Deleting a SharePoint Object Viewing StoragePoint Details

Initiating a Migration

Migrating a File Share Folder as a SharePoint Site Migrating a File Share Folder as a SharePoint Document Library Migrating File Share Files as SharePoint Documents Copying a SharePoint Site or Documents into a File Share Migrating in Bulk Using a CSV File

Configuring Copying Options

Folder Options Mapping Field Types

File Options

Permissions Options

Mapping Users and Groups

Mapping Users and Groups from the UI Mapping Users from a CSV File Configuring Global Mappings as a Separate Action

Mapping Permissions

Target Hierarchy Options Filter Options Link Correction Option Logging Options StoragePoint Options Transformations Options

Using PowerShell to Create Custom Transformations

Saving or Running a Migration Job

Saving a Job Configuration as a Template

Applying a Job Template Managing Job Templates Exporting a Job Template Importing a Job Template

Importing and Exporting Migration Jobs Refreshing the Jobs List Creating and Running a PowerShell Script from the Jobs List

Running a PowerShell Script Scheduling a PowerShell Script to Run as a Windows Scheduled Task

Triggering a Job in the Content Matrix Console to Run Using PowerShell Monitoring and Managing Microsoft 365 Jobs that use the Import Pipeline

Log Item Details Exporting Jobs to an Excel File

Information in Exported Excel Files

Copying Job Logging to Other Applications Creating a Support Zip File

Using PowerShell with Content Matrix

Content Matrix PowerShell Commandlet List

Adding PowerShell Snap-Ins for the Application Framework Metalogix.Jobs.Reporting.Commands

Export-JobHistory

Metalogix.SharePoint.Commands

Add-MLSharePointSiteCollection Add-Permissions Add-SharePointFolder Add-SharePointList Add-SharePointSite Clear-GlobalMappings Get-MLSharePointDatabase Get-MLSharePointFolder Get-MLSharePointFolderFromDatabase Get-MLSharePointItembyFileName Get-MLSharePointItembyID Get-MLSharePointItemFromDatabase Get-MLSharePointList Get-MLSharePointListFromDatabase Get-MLSharePointServer Get-MLSharePointSite Get-MLSharePointTenant Get-SharePointSiteFromDatabase Refresh-SharePointNode Remove-MLSharePointFolder Remove-MLSharePointItem Remove-MLSharePointList Remove-MLSharePointSite Remove-MLSharePointSiteCollection Search-SharePointSite Update-SharePointSiteCollectionSettings

Metalogix.System.Commands

Set-ApplicationDataPath Set-CommonDataPath Get-MetalogixConfigurationVariable New-Filter Join-Filter Invoke-Filter Load-MetalogixConfigurationVariableSettings New-MetalogixSerializableObject New-MetalogixSerializableObjectCollection Set-MetalogixConfigurationVariable Set-MetalogixDefaultResolverSetting

Metalogix.File.Commands

Copy-File Copy-FileAsHierarchy Copy-FileAsSiteHierarchy Copy-FileToSite Copy-FolderAsFolder Copy-FolderAsHierarchy Copy-FolderAsList Copy-FolderAsSite Copy-FolderAsSiteHierarchy Get-File Get-Files Get-Folder Get-Folders Migrate-FsContentUsingCsv Refresh-File Refresh-Folder

Modifying Content Matrix Configuration and Settings

Configuring Proxy Settings Using Encrypted SQL Database Connections Restricting Available Actions and Suppressing Events

ServerAdapterConfig.xml File Format Actions That Can Be Disabled on the Server Side

Configuration Variable Files Client Side Configuration

Configuring Settings for Migrations Using the Import Pipeline

Changing Resource Utilization Settings

Frequently Asked Questions

Activating the License Key Silently License Key Troubleshooting Created Dates Not Retained General Limitation Questions Errors Connecting to SharePoint 2019 or SharePoint Server Subscription Edition in a FIPS-Enabled Environment Changing a Job Configuration for Multiple Files Multiple Clients Source Files Using Proxies, Load Balancing or Alternate Access Mappings SharePoint Site Collection Creation Issue Job List Database fails to Load After Upgrade Migrating Empty Folders Retrying Failed Document Copies to O365 CSOM Connections Import Pipeline Batches Getting Stuck Error: 'The object is associated with property AssociatedMemberGroup.' Migration Error: 'ERROR, the batch will be resubmitted to the import pipeline' Support for GCC High Tenants

Contacting Quest Technical Support Resources

Migrate-FsContentUsingCsv

The Migration from CSV action can be run using the Migrate-FsContentUsingCsv cmdlet in PowerShell, instead of through the Content Matrix Console.

·CsvFilePath (Mandatory)

·JobConfigFilePath (Optional)

Note: Use this optional parameter if you want to run the migration using a custom migration configuration.

Examples

·To migrate using the default migration option, run the following command:

Migrate-FsContentUsingCsv -CsvFilePath "C:\Users\TestUser\Desktop \MigrateUsingCSVFile.csv"

·To migrate using the custom migration option, run the following command :
Migrate-FsContentUsingCsv -CsvFilePath "C:\Users\TestUser\Desktop \MigrateUsingCSVFile.csv" -JobConfigFilePath "C:\Users\TestUser\Desktop\Paste Folder As Document Library.xml"

Note: The PowerShell command creates a separate migration for each row in the CSV file. This differs from running Migration from CSV directly through the UI.

To use the -JobConfigFilePath attribute

1.Launch File Share Edition.

2.Create a migration and configure it according to the migration requirements.

3.Save the migration job.

4.Right-click the saved job and select Export job configuration.
Export job configuration_Migrate-FsContentUsingCsv_FSE

5.Save the exported configuration file at the desired location. The file will be saved in XML format.

6.Copy the exported file path and use it with the PowerShell cmdlet as shown above.

Note: The Migrate from CSV option is based on the Paste as Document Library action. Therefore, users are advised to export the custom configuration only from the following actions:

·Migrate from CSV

·Paste Folder > As Document Library

Refresh-File

·Location - Refresh target folder. (Mandatory)

Refresh-Folder

·Location - Refresh target folder. (Mandatory)

Modifying Content Matrix Configuration and Settings

You can configure and customize a number of Content Matrix settings, including:

·the use of encrypted SQL database connections

·proxy settings

·available actions and events

·default settings in configuration variable files

·client-side settings

·resource utilization settings

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