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Metalogix Content Matrix 8.8 - Advanced Installation Guide

Installing the Content Matrix Console Client Application

This section describes the installation steps for the Metalogix Content Matrix Console client application.

Before running an installation of the Metalogix Content Matrix Console client application, please see the Basic Installation Scenarios section to better determine what installation scenario works best for you. This will help you determine the best location for you to install the Metalogix Content Matrix client application.

1.Copy the ContentMatrix_Web_Setup.exe file to the machine on which you want to install the Metalogix Content Matrix client application. This can be any system that has access to both the source and target environments, but does not have SharePoint installed on it directly (and is not a WFE).

NOTE:  You can also run the ContentMatrix_Offline_Setup.exe file. The Web Setup file is the same as the ContentMatrix_Offline_Setup.exe file except that it doesn’t actually contain the installer components. Instead, when it is run it will download only the selected installation components and run the installation for those. This means that the EXE file itself is smaller in size, but the system that Metalogix Content Matrix Console is being installed on must have access to the internet so the appropriate components can be downloaded for installation.

2.Close all open applications, including Internet Explorer.

3.Double-click ContentMatrix_Web_Setup.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.

The Metalogix Content Matrix Installation Wizard will open. Under Step 1 you can access a copy of the Quick Start Guide, as well as watch a Quick Install video demo. Step 2 allows you to proceed with the installation for both the Metalogix Content Matrix client application and the Metalogix Content Matrix SharePoint WSPs (i.e. the server side components such as  the Extensions Web Service).

Install 1
 

4.When ready to proceed with the Metalogix Content Matrix Console client application install, click [Install Metalogix Content Matrix Migration Consoles] under Step 2.

5.Click [Next].

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

The Installation Wizard will run a license key check and validation. If you already have a license key entered on the installing system, the installation wizard will detect and verify this key and skip you straight to the next step.

NOTE:  If this is the first time that you have installed Metalogix Content Matrix Console, or if an existing license has expired, then you will be prompted to enter your Activation License Key. For more information on entering license keys, please see the Entering the License Key section of this guide.

Install 3

By default the installation Wizard will install all of the selected Metalogix Content Matrix client applications under the following location:

·For 64-bit systems - C:\Program Files\Metalogix

·For 32-bit systems - C:\Program Files (x86)\Metalogix

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

7.Click [Next].

A list of check-box options will be displayed allowing you to select the Edition(s) of Metalogix Content Matrix you want to include in the installation process.

Install 4

8. Select the Editions of Metalogix Content Matrix Console you want to install.

9.Click [Next].

NOTE:  If you have chosen to install Content Matrix SharePoint Edition on a machine that does not also have SharePoint installed, you will be prompted to select a Database Adapter Configuration for either SharePoint 2013 or 2016.  (Note that both adapters cannot be installed on the same machine at the same time.  If you need to switch from one to the other at a later time, uninstall then re-install the SharePoint Edition using the Modify operation.)

Database Adapter Configuration.

10.Click [Install].

The installation process will run, and the client applications for the selected Editions of Metalogix Content Matrix Console will be installed.

11.Click Quit to exit the Installation Wizard.

Installing and Configuring the Content Matrix SharePoint WSPs

This section will walk you through the process of installing the server components (Metalogix Content Matrix SharePoint WSPs) on the target 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 articles: 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 License Check and Organizer

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.  If you have a Content Under Management (CUM)-type license that was issued prior to version 8.8, you will be required to select either (but not both) of these options.  See the Metalogix Content Matrix Organizer Administration Guide for instructions for installing Organizer.

NOTE:  The License Check solution which was previously used to track the capacity of your target SharePoint farm for licensing purposes, is no longer viable.  

Install Organizer and License Check Enabled

Note that for licenses issued in version 8.8 or later, these options are no longer valid and are disabled.

Install Organizer and License Check Disabled

The Extensions Web Service

The Metalogix SharePoint Extensions Web Service enables both Read and Write access to remote SharePoint instances. This remote connection accesses the content through the remote SharePoint installation’s Object Model (OM). The Extensions Web Service can be installed using the same Metalogix Content Matrix Setup.exe file that installs the client application, allowing it to be installed on SharePoint source environments as well (except for SharePoint 2003), when migrating with Metalogix Content Matrix Console – SharePoint Edition.

Once the Extensions Web Service is installed on one SharePoint Web Front End (WFE) it will automatically be pushed to any other SharePoint WFEs on the farm as a SharePoint solution file (WSP). When the Web Service has been deployed it can be managed as a SharePoint web solution, and can be accessed through the farm’s Central Administration page, to administer, disable, or uninstall the Web Service.

The Extensions Web Service component can be installed on any SharePoint 2007 (MOSS 2007, WSS 3.0), SharePoint 2010 (Foundation or Server), SharePoint 2013 (Foundation or Server) or SharePoint 2016 environment, and is supported on both 32-bit and 64-bit servers. The Extensions Web Service cannot be installed on SharePoint 2003 versions (WSS 2.0 and SPS 2003), because the 2003 versions of SharePoint does not use solution files. However, we can still connect to these versions as a source (for SharePoint Edition) using the Native Web Service (NWS) or Database (DB) connection types.

The Extensions Web Service helps to enable some migrations features through the remote access to the SharePoint OM, so it is recommended to have them deployed if possible.

After installation, the Web Service will run under the “app pool” user account. This means that any user running a migration with Metalogix Content Matrix will only need to have general access to the content that is being migrated, in the SharePoint UI.

Email Viewer for Public Folder Edition

The Email Viewer is for use in target SharePoint environments when you are migrating content from Public Folders into SharePoint (using Metalogix Content Matrix Console – Public Folder Edition). The Email Viewer is a SharePoint web part that allows you to view any content that has been migrated from Public Folders into SharePoint as if you were viewing the Public Folder messages in Microsoft Outlook.

After the installation steps for the Metalogix Content Matrix Console client application are complete there are some additional manual configuration steps that need to be taken before the web part will work in the target SharePoint environment.

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