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Metalogix Content Matrix 8.8 - Blogs and Wikis Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Source Blog and Wiki Structure Connecting to a Source Blog or Wiki Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Running Link Correction as a Post-Migration Task Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering Metalogix Command DLL Files Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.Blog.Commands
Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Grouping Source Pages

You can group source pages in Explorer View for easier management of content.  When pages are grouped, the "group node" can be selected and migrated in the same manner as a site node.

NOTE: Page grouping is a session-scoped action, so it will not be persist the next time you launch Metalogix Content Matrix.

To create source page groups:

1.In Explorer View select the blog or Wiki site that contains the item(s) you want to group.

2.Right-click and choose Group By then choose the property on which you want to group: Alphabet, Author, Day of the Month, Day of the Week, Hour, Month, Type, or Year.

A group displays in Explorer View with an orange diamond made  the selected node will become expandable. These group nodes can then be selected and migrated in the same manner as a blog or Wiki site node. If you switch to Items view while a group is selected, only the items in that group will be displayed, but if the "site" node is selected instead all of the items will be displayed.

BW Group Pages

NOTE:  Groups cannot be migrated "in batch" because they are reset each time Metalogix Content Matrix is restarted.

To ungroup pages:

1.In the Explorer View, select the node containing the group (or subgroups) whose pages you want to ungroup.

2.Right-click and choose Group By > None.

The groups under the selected node will be removed from the Explorer View. Any groups that were below the selected node will also be removed.

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

NOTE:  Alternatively, you can edit columns using an exported .CSV file.  See Using CSV Files for Content Editing for details.

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.

Manage Columns dialog

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.

FS Add 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 File Share 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.

If you want to....

Then ...

edit a column

·Select the column you want to edit.

·Click the Edit icon to display the Edit Column dialog.

·Update the editable fields (Description, Category, and/or Display Name) as necessary.

FS Edit Column

NOTE: Property Name and Type fields cannot be edited.

show or hide a column

·Select the column you want to show or hide.

·Either:

§Click [Hide] if the column is currently displayed.

OR

§Click [Show] if the column is currently hidden.

delete a column

·Select the column you want to delete

·Click the Remove icon.

CAUTION:  When a column is deleted/removed, all of the metadata for items in this field will also be removed from the source connection in Metalogix Content Matrix.  It will not, however, be removed from the actual source data.

You will be prompted to confirm the action before continuing.

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

Using CSV Files for Content Editing

You can export and import file properties to a CSV file for editing by stakeholders. Once the resulting CSV file has been created, it can be distributed to the necessary users for editing and updating. Once edited, the CSV can be imported back into Metalogix Content Matrix, and the modified data will be updated or populated in the specific project connection.

Exporting Source Content to a CSV File

Exporting file metadata to a CSV allows easy editing of properties in spreadsheet software (such as Microsoft Excel). Once changes have been made, you can import the CSV and all its changes back into the specific project connection (updating the existing fields and adding any new ones).

CSV Export Options

There are two export to CSV options:

·Export Content(s) to CSV File exports the metadata for any selected  in the Explorer View or Items View. This option is the only way to export  metadata, and is primarily used for exporting metadata for specific items (selected in the Items View tab), or for exporting metadata for .

·Export  items to CSV File is only available when selecting a folder node in the Explorer View tab, and will export the metadata for any documents under the selected node, including documents in any sub-hierarchy structure. Metadata forthe blog or wiki nodes themselves will not be exported with this option, only metadata for documents will be exported. This option is primarily used for exporting the metadata of all items under a selected node, or for exporting all items within a blog or wiki hierarchy.

To Export Source Content Metadata to CSV:

1.Select the content that you want to export to a CSV file. This can either be selecting a node in the Explorer View, or switching to the Items View and selecting specific items.

2.Right click and choose Actions > Export Items to CSV File (or CSV Actions > Export Documents to CSV File). To display the Export to CSV File dialog.

Export to CSV dialog

3.In the Output file field, either:

§enter the file path to which that the CSV file should be saved

OR

§click [Browse] and navigate to the desired save location.

NOTE:  If you manually enter the file name, you will need to include the ".csv" extension.

4.In the Select property columns to export window, select all of the properties that should be exported to the CSV file.

The properties are listed in a series of top level, and second level nodes. The top level node represents the category that the column falls into.  When these nodes are expanded, all of the available column for that category will be listed. You can either select the top level category node, which will select all of the column nodes under it, or individual column nodes. Only checked nodes will be included in the CSV export.

5.If Include column type information in the CSV headers is selected, each included column's column type (i.e. Text, Date Time, User, etc.) will be included next to the actual columns title. If this check-box option is not selected, then only the column title will be included in each columns header.

6.Click [OK] to start the CSV file export.

When the CSV export starts a status box will be displayed. The logs for the export can be viewed (in progress or after the action is finished) by clicking] [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of records that were exported into the CSV, as well as any warnings or errors that may have been encountered (if there were any).

The exported CSV file can now be distributed for editing.

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