Content Matrix 9.7 - eRoom Edition User Guide

eRoom Containers - Include Documents

If you chose to migrate an eRoom container as a site collection, site, document library, or document(s) you can specify how documents should be migrated.

To configure Document Options:

1.In the Container Options tab, make sure the Include Documents box is checked, and click the [...] button to display the Document Options dialog.

NOTE:  If you chose to migrate individual documents, Document Options displays as a separate tab, in place of the Container Options tab.

2.If you want to include Include versions in the document copy, check this box, then select the appropriate sub-options.  Use the information in the following table for guidance.

3.If you are migrating into an existing document library and want to map specified eRoom fields into SharePoint fields:

a)Check the Map custom fields (Limited support) box.

b)Click [Edit Mappings].

c)Follow the procedure for Column Mapping.

4.If you want to apply a selected content type to the migrating content, check the Apply the following content types box and select a content type from the drop-down (which contains all of the content types that exist on the target).

eRoom Containers - Include Calendars

If you chose to migrate an eRoom container as a site collection, site, document library, or document(s) you can specify how documents should be migrated.

To configure Calendar Options:

1.In the Container Options tab, make sure the Include Calendars box is checked, and click the [...] button to display the Calendar Options dialog.

NOTE:  If you chose to migrate individual calendars, Calendars Options displays as a separate tab, in place of the Container Options tab.

2.If you want Metalogix Content Matrix to check the eRoom ID for any existing calendars events to see if the same ones already exist on the target, and If they do, update these events with any new data, check the Update existing calendar events with same eRoom id box.

NOTE:  If this box is checked and these IDs do not exist on any calendar events, new ones will be created.

If this option is selected it can cause some slower performance speeds. This is because the migration will have to look at each calendar event on the eRoom source, and each calendar event on the SharePoint target site and compare all of the eRoom ID column data to see if any of the IDs already exist.

eRoom Containers - Include Databases

If you chose to migrate an  eRoom container as a site collection or site or initiated the migration of an eRoom database, you can specify how the database(s) should be migrated.

To configure Database Options:

1.In the Container Options tab, make sure the Include Databases box is checked, and click the [...] button to display the Database Options dialog.

NOTE:  If you chose to migrate databases directly, Database Options displays as a separate tab, in place of the Container Options tab.

2.If you want users and groups to be migrated to SharePoint, along with their metadata, check the Map user metadata box.

NOTE:  If you want to map eRoom users to and target SharePoint users, click the [...] button.  

a)Check the Map database columns box.

b)Click [Edit Mappings].

c)Follow the procedure for Column Mapping.

When migrating a source Number-type column to a target Number-type column, if the source column contains any non-numeric characters (with the exception of a single decimal point), they will be stripped when migrated to the target. For more information, see Configuration Considerations when Migrating an eRoom Database to SharePoint.

3.If you want to migrate images in the database(s) into a new SharePoint Picture Library:

§check the Migrate images in html contents into image library, and

§if different than the default name, enter a name for the library that will be created.

4.If you want to migrate default values (also known as initial values) within the eRoom database to the target SharePoint list, check the Migrate default values for columns box.

NOTE:  This option only migrates default values to columns that are newly created on the target during migration; it does not migrate default values to existing columns. In addition, this option has the following limitations based on column type:

§For all migration actions, this option does not work for the following eRoom column types: Formatted text, Date, Member list, and Approval.

§For the Paste as Discussion Board migration action, this option does not work for Plain text eRoom columns. For all other migration actions, this option migrates Plain text eRoom columns correctly.

§For all migration actions, this option works correctly for the following eRoom column types: Boolean, Number, Choice list, and Traffic light.

5.If you want to create columns within the SharePoint list for any empty eRoom columns that were in the eRoom database, check the Create SharePoint columns for empty eRoom columns box.

6.If you want to adds filters to the source eRoom database to filter out any columns of a specified type:

§check the Filter cells with following column type box, and

§select the specific column type on which to filter the source eRoom database from the Filter cells with following column type box.

NOTE:  The values of this drop-down are populated from the source eRoom side.  After a column type has been selected, a new row will appear under the Column Type heading, and additional column type filters can be added.

eRoom Containers - Include Polls

If you chose to migrate an  eRoom container as a site collection or site, or initated the migration of an eRoom poll, you can specify how polls should be migrated.

NOTE:  eRoom polls are migrated as SharePoint Survey lists.

To configure Poll Options:

1.In the Container Options tab, make sure the Include Polls box is checked, and click the [...] button to display the Poll Options dialog.

NOTE:  If you chose to migrate individual polls, Poll Options displays as a separate tab, in place of the Container Options tab.

2.If you want results in the poll to be migrated to SharePoint:

a)Make sure the Include ballots box is checked.

NOTE:  If this box is unchecked, only the poll with its questions will be migrated.

b)Check/uncheck the appropriate sub-option(s):

oWhen the Include write in's box is checked, any "write-in" responses will be included when migrating the ballots. (That is, any poll responses that contain text box replies will be included.)

oWhen the Map user metadata box is checked, users and groups will be migrated to SharePoint, along with their metadata. For more information on this option please see the page on Permissions options.