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Content Matrix 9.6 - SharePoint Edition User Guide

Introduction Activating the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements Multilingual Support Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
Team Site to Modern Team Site Migration SharePoint Sites to Modern Communication Site Migration Promotion of First Level Subsites to Site Collections MySite Migration "Share With" Metadata and "Sharing Links" Access Permissions Migration Records Center to SharePoint Online Migration Using the Import Pipeline Master Page Migration List Template Gallery Migration Content Types Migration Document Version and Checked Out File Limitations Ghosted and Un-Ghosted Page Migration Document Set Migration Navigation Migration Classic Web Parts Migration Site Theme Preservation Site Feature Migration Managed Metadata Migration Users and Permissions Migration BCS/BDC Data Migration OneNote Notebooks Migration Customized Form Pages Migration InfoPath Forms Migration SharePoint Workflow Migration Nintex Workflows and Forms Migration StoragePoint Content Migration Link Correction
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action Configuring Hub Sites Incremental Migration Using PowerShell with Content Matrix
Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.SharePoint.Migration.Commands
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

Using the Search Function

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Using the Search Function

This search feature allows you to do a search through the top-level node of a SharePoint connection for  sites, lists, folders, and files.  Filters can also be applied to the search criteria using the four main metadata fields (Created, Created By, Modified, Modified By) as well as content types. The search results can be sorted through, and you can view each returned item's properties.  You can also run actions on returned items using the right-click menu.

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

Connection icon

For SharePoint 2013, the Search function is only available when using a SharePoint Database connection.

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.SP Search

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).

Working with Search Results

Navigation:  Preparing for a Migration > Using the Search Function >

Working with Search Results

Search results display in the bottom half of the dialog.  You can sort results by any available column.  

To view an object’s Properties:

Select an object in the results list to populate the Search Properties section.


From Search results, you can perform the same actions that are available in the explorer view for the selected object type.

To act on a search result:

Select an object in the results list, right click, and choose the appropriate option.  Refer to the applicable topic in this guide for details.

Previewing Documents

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Previewing Documents

Metalogix Content Matrix can let you preview documents that are in a Document Library before any actions are taken on them. Any documents that are being previewed will open in the appropriate (associated) application on the Desktop.

NOTE:  Items from a SharePoint List view cannot be previewed, as these items are not actual documents. The option to preview a document is only available from the Items view tab.

To Preview a Document:

1.In the Explorer View tab, navigate to the desired Document Library that contains document that you want to preview.

2.Switch to the Items view tab.

3.Select any document that you want to preview, right-click, and choose Preview Document.


The selected document will open in the appropriate (associated) application on the Desktop.

Creating a SharePoint Object

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Creating a SharePoint Object

You can create new SharePoint site collections, sites, folders, and lists via the Metalogix Content Matrix Console.

Advanced Mode Icon These options are only available when Advanced Mode is enabled.

You may want to create these new SharePoint objects, or "containers," that you can then migrate existing source content into the new container as an alternative the more conventional method of performing a migration, which involves copying source content into existing containers on the target.

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