Content Matrix 9.8 - Quick Start Guide

Supported Source and Target SharePoint Versions

Metalogix Content Matrix Console supports the following versions of SharePoint.

NOTE:  With Content Matrix SharePoint Edition, you can migrate into a target version of SharePoint that is the same or later than the version of SharePoint on the source.  (Migration from a later version of SharePoint to an earlier version is supported for documents and list items only.)

* While it may be possible to migrate from earlier versions of SharePoint (e.g., SharePoint 2003), some long out-of-date functionality may present special challenges when migrating to a supported target. However, Quest Professional Services can provide assistance.

If you want to migrate from a SharePoint Online source to a SharePoint Online target:

Quest offers On Demand Migration, which specializes in Office 365 and SharePoint Online migrations.  

Installation

This section describes how to install the Metalogix Content Matrix Console client application(s) and the Extensions Web Service.

Installing the Metalogix Content Matrix Consoles

This section describes the installation steps for the Metalogix Content Matrix Consoles.

NOTE:  Consoles for all editions of Content Matrix will automatically be installed.  However, you will only be able to use the Consoles that are covered by your license.  

Metalogix Content Matrix Consoles can be installed on any computer that meets the minimum hardware and software requirements for each component that is installed, provided that the computer also has access to the source and target environments (for connection purposes). For an on premises installation, the machine must have access to the SharePoint environments but does not require that SharePoint is installed on it directly, and it does not have to be a WFE.  

Please see the Metalogix Content Matrix Advanced Installation Guide for more details on possible installation scenarios, configurations, SharePoint connection adapters, and additional information on other Metalogix Content Matrix Console components.

To install the Metalogix Content Matrix Consoles:

1.Copy the Metalogix Content Matrix Consoles.exe file to the machine on which you want to install.

2.Close all open applications, including your browser.

3.Double-click Metalogix Content Matrix Consoles.exe to start the installation process.

NOTE:  Because this installer requires an elevated set of permissions to run, if you do not have the required permissions a message will open informing you that elevated permissions are required. To run the installer with these elevated permissions, select the installer file, right-click and select the Run as administrator option.

4.Click [Next].

5.Read and accept the License Agreement terms then click [Next].

6.Use the information in the following table to determine the appropriate Application Settings Destination option to select.

7.Click [Next].

By default the installation Wizard will install all of the selected Metalogix Content Matrix client applications under C:\Program Files (x86)\Metalogix.

You can, however, click [Change] and select a different directory.

8.Click [Next].

9.Click [Install].

The installation process will run, and Editions of Metalogix Content Matrix Console will be installed.

10.Click Quit to exit the Installation Wizard.

If you want to use a SharePoint database connection on a machine that does not have SharePoint installed:

The machine must have dependencies for the version of ShrarePoint you want connect to installed on the machine.  After installing Content Matrix, open the Console from the ribbon toolbar, choose Connections > Connect to SharePoint Database.  A pop-up will display with a link to a Support Knowledge Base article with instructions for installing the dependencies.

Installing the Content Matrix SharePoint WSPs

This section will walk you through the process of installing the server components (Metalogix Content Matrix SharePoint WSPs) on a target on premises SharePoint farm.

When installing the Metalogix Content Matrix WSPs you should note that an IIS Reset will need to be performed when the solution (WSP) file is deployed through the SharePoint farm. This is a requirement of SharePoint, and not of Quest. In most cases this IIS Reset is automatically done as part of the solution deployment. For more general information on this issue, please see the following MicrosoftTechNet article: http://technet.microsoft.com/en-ca/library/cc2v=office.14).aspx#DeployFarmSolutions.

There are a number of methods that can be used to try and mitigate any downtime when deploying a SharePoint farm solution. One of these methods is to schedule the solution deployment for a time period that will have low impact to the environment's users.

Special Note About Metalogix License Check

Prior to version 8.8, it was a licensing requirement that you install Metalogix Content Matrix Organizer or License Check to support writing content to an on premises SharePoint farm. As of version 9.0, the Organizer option is no longer available, and you will be required to install License Check only if you have a Content Under Management (CUM)-type license (beginning with the digits 823) that was issued prior to version 8.8.  The License Check installer (Metalogix License Check.exe) is available in the installation zip file.