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Content Matrix 9.7 - Public Folder Edition User Guide

Table of Contents

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

Entering 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

Connecting to Public Folders

Connecting to an Exchange Server Connecting to a PST File

Connecting to SharePoint

Connecting to a SharePoint On Premises Site or Server

Overriding the Version of the Metalogix Extensions Web Service (MEWS) When Making a SharePoint Connection

Connecting to SharePoint Online

Using Office 365 OAuth Authentication to Connect to SharePoint Online

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

Migrating to O365 Using SPO Containers

Connecting with Certificates

Removing Certificates

Connecting to SharePoint Using PowerShell

Preparing for Your Migration

Creating a Target Hierarchy Performing a Pre-Migration Analysis Creating a SharePoint Object

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

Deleting SharePoint Objects

Initiating a Migration

Migrating Exchange Folders Migrating Individual Exchange Items Migrating Emails Directly into a SharePoint Online Document Library

Configuring Copying Options

Hierarchy Options Site Options Users and Permissions Options

Mapping Users and Permissions

Importing Mappings from an xml File

Automatic Permissions Mapping

Filter Options General Options

Mapping Columns

Mapping Items to Content Types

Applying Content Types to Lists and Libraries

Transformations Options

Using PowerShell to Create Custom Transformations

Saving or Running a Migration Action

Connecting to a Full SQL Job Database 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 Using Xml files

Importing Jobs from Xml Using PowerShell

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 Job Log Files

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 for a Migration Job Enabling Trace Logging

Using PowerShell with Content Matrix

Adding the PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List

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.SharePoint.Commands

Add-MLSharePointSiteCollection Add-Permissions Add-SharePointFolder Add-SharePointList Add-SharePointSite Clear-GlobalMappings Compare-MLSharePointFolder Compare-MLSharePointList Compare-MLSharePointSite 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.Jobs.Reporting.Commands

Export-JobHistory

Metalogix.Exchange.Commands

Copy-ExchangeItem Copy-AllExchangeFolderItem Copy-ExchangeFolder Copy-ExchangeFolderToList

Modifying Content Matrix Configuration and Settings

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

ServerAdapterConfig.xml File Format Actions That Can Be Disabled

Configuration Variable Files Client Side Configuration Changing Resource Utilization Settings

Frequently Asked Questions

Keyboard Shortcuts Activating the License Key Silently License Key Troubleshooting Using Proxies, Load Balancing or Alternate Access Mappings Errors Connecting to SharePoint 2019 or SharePoint Server Subscription Edition in a FIPS-Enabled Environment Changing a Job Configuration for Multiple Files SharePoint 2013 and 2016 Site Collection Creation Issue Retrying Failed Document Copies to O365 CSOM Connections Error Making a Browser-Based Connection with PowerShell Console Open Support for GCC High Tenants

Contacting Quest Technical Support Resources

Introduction

Whether you are migrating Exchange Public Folders or PST files to SharePoint, Metalogix Content Matrix Console - Public Folder Edition is an easy to use, convenient way of getting your data into SharePoint. With its familiar copy-and-paste style user interface, you can quickly migrate your Public Folder and PST file content into SharePoint, while preserving your valuable metadata.

Intro_PF

Supported Source Systems

The following source systems are supported in Metalogix Content Matrix Console:

·Exchange Public Folders (from Exchange 2000, 2003, 2007, and 2010)

·Exchange PST Files

Supported Target Systems

The following target systems are supported in Metalogix Content Matrix Console:

·SharePoint 2013 (Foundation and Server)

·SharePoint 2016

·SharePoint 2019

·SharePoint Server Subscription Edition

·Microsoft Office 365

Key Features

There are many advantages to using Metalogix Content Matrix Console, including the following:

Ease of use

Similar to the Windows File Explorer, Metalogix Content Matrix Console has a familiar, tree-based copy-and-paste style user interface.

Valuable data retention

All version chains, metadata, user-edit information, and most views can be preserved.

Multiple site connections

Connect to multiple SharePoint sites, across any number of servers, for easy consolidation or distribution of your SharePoint data.

Working remotely

Do all the heavy lifting for your SharePoint migration from the convenience of your own machine. Metalogix Content Matrix Console connects to any SharePoint site that you can access with your browser, even those outside your organization's intranet.

Batch work

Multiple list migration operations can be batched up for convenience, and re-run at any time. Run your migrations at night and view the results/logs in the morning.

Compliance

All migration activity is done through the supported SharePoint APIs. There are no unsupported, direct writes to the SharePoint database.

PowerShell functionality

PowerShell functionality is incorporated into the Metalogix Content Matrix User Interface (UI), and any action in the UI can also be performed with PowerShell. Cmdlets are also included, so scripts can be manually created and run.

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