Content Matrix 9.7 - eRoom Edition User Guide

Adding, Editing, and Deleting Source Property Columns

You can add, edit, and delete property fields (columns) on the source connection directly from the Metalogix Content Matrix Items view, using the Manage Columns option.  Data can then be mapped to SharePoint columns on the target

To access the Manage Columns dialog:

1.In Explorer View, select the folder under which you want to add the new property column.

2.Switch to Items View.

3.Click Manage Columns.

The Manage Column dialog displays a list of all of the available columns from the source node. Information includes: the column Name, Display Name, Description, Category, Type, if it Is User Defined, if it is Read Only, if it Is Displayed, and if it Can Display. Any rows that are highlighted are columns that exist, but cannot be displayed.

NOTE:  Any columns that are added/created by users will have a Is User Defined value of Yes, will an Is Read Only value of No. Only columns that have been created by users can be edited.

To add a new property column:

1.In the Items View toolbar either:

·Click Manage Columns to display the Manage Columns dialog, then click the Add icon.

OR

·From the Manage Columns drop-down, select New Column.

2.Enter a Property Name.

CAUTION:  Once the column is created, the Property Name cannot be changed.

3.In the Type drop down, select the desired column type for the column.  Available options are:

·String - For text shorter than 256 characters.

·Long String - For text longer than 256 characters.

·Integer - For integer numbers.

·Decimal - For numbers with decimals.

·Boolean - For true / false values.

·Date/Time - For date and time values.

·URL - For URL values.

·SharePoint BCS - For SharePoint BCS columns.  

·SharePoint Taxonomy - For SharePoint Taxonomy columns.

NOTE: The [Configuration] button is disabled when adding or editing most column types.    

4.(Optional) Enter a Description of the property.

5.Select a Category under which to place the new column (Misc. is the default value.)

6.(Optional) Enter a Display Name  for the property.

NOTE:   If this field is left blank, Metalogix Content Matrix will use the Property Name as the display name.

7.Click [OK] to add the new column to the source connection.

To edit or delete a property column:

1.In Explorer View, select the folder under which you want to add the new property column.

2.Switch to Items View.

3.Click [Manage Columns] to display the Manage Columns dialog

4.Use the information in the following table to determine the appropriate action to take.

NOTE:  If an action is not valid for a selected column (for example, the column is not user-defined or cannot be displayed) the option will be disabled.

5.Click [OK] to update the file on the source connection.