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Metalogix Content Matrix 8.8 - eRoom Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Connecting to eRoom Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Mapping Links and Running Link Correction Incremental Migration Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering the Metalogix Command DLL Files Adding the PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.ERoom.Commands
Using Powershell for Nested Content Reports and Pre-Migration Check
Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Migrating All eRoom Items into an Existing SharePoint Site

In some cases, you may want to migrate all of the content from an eRoom container into SharePoint without creating a new site in the process, or without having to copy each type of eRoom content separately. For these types of scenarios you would use the Paste eRoom Container Special > All Items option. This option will paste all the contents of the eRoom container into the root of an existing SharePoint site.

Depending on the selected options, all nested content will also be migrated as SharePoint lists. These lists will be created directly beneath the selected SharePoint target location, regardless of whether the eRoom container was the top level container or not. If an eRoom container other than a folder contains attachments, then a SharePoint site using the Blank Site template, with a Document Library to hold the attachments, will also be created.

To initiate the migration of all eRoom items into an existing SharePoint list:

1.In Explorer View, select the eRoom or eRoom folder to be migrated.

2.Right-click and choose Copy eRoom Container.

3.Select the target SharePoint parent site.

4.Right-click and choose Paste eRoom Container Special > All Items

5.Continue with Configuring Copying Options.

Migrating eRoom Content into an Existing SharePoint List

Metalogix Content Matrix can migrate individual eRoom items as SharePoint content. The types of eRoom items that can be migrated individually are:

·Documents

·Calendar events

·Database entries

·Discussion topics

To initiate an "eRoom items into an existing SharePoint list" migration:

1.In Explorer View, select the eRoom container containing the item(s) to be migrated.

2.Switch to Items View.

3.Select the item(s) that you want to copy.

4.Right click and choose Copy [Item(s)].

Note that the name of the option depends on the item type being copied; for example, Copy Document, Copy Calendar Event, etc

5.Select the target SharePoint list or library.

6.Right-click and choose Paste [Item(s)].

7.Continue with Configuring Copying Options.

Migrating an eRoom Discussion Board, Note, or Inbox

Metalogix Content Matrix - eRoom Edition can migrate discussions, notes, and inboxes into SharePoint as discussion boards.

NOTE:  Option settings for these migration types only apply to top level items and not to nested contents.

eRoom discussions and notes can be migrated incrementally, but inboxes cannot.

Special Considerations When Migrating Eroom Notes

eRoom notes are a special case in Metalogix Content Matrix, because the eRoom and SharePoint handling of these objects are slightly different. In eRoom, notes live independently within eRoom containers of any type, and not in a specific list. SharePoint notes must be contained in Discussion Boards. For this reason, eRoom Edition handles these objects differently than other eRoom list types. There are a few cases to consider.

·If a single eRoom note item is copied and migrated into a SharePoint site (this is the only target that will work for a copy of this level), Metalogix Content Matrix will migrate it as a Discussion list, and will copy the note into the discussion list.

·In the event that an entire eRoom containing notes is migrated, the resulting SharePoint site will automatically have a Notes list created, at the appropriate place(s) in the hierarchy. The individual notes in the source eRoom container will be placed in these auto-generated lists.

To initiate the migration of one or more eRoom discussions, notes, or inboxes into a SharePoint Discussion Board:

NOTE:  If you want to migrate selected discussion topics into an existing SharePoint Discussion Board, use the procedure for Migrating eRoom Content into an Existing SharePoint List.

1.In Explorer View select the eRoom discussion board(s), note(s), inbox(es), or individual mail item(s) to be migrated.

2.Right-click and choose the appropriate option.  Use the information in the following table for guidance.

If you want to migrate ...

Then ...

eRoom discussion board(s)

choose Copy eRoom Discussion.

eRoom note(s)

choose Copy eRoom Notes.

eRoom inbox(es)

choose Copy eRoom Inbox.

individual eRoom mail items

choose Copy eRoom Mail.

3.Select the SharePoint target location.

NOTE:  For eRoom discussion boards and inboxes, the target may be either a SharePoint site or an existing SharePoint Discussion Board.  For eRoom notes, only a SharePoint site can be selected as the target.

4.Right-click and choose the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then ...

migrate the eRoom discussion board(s) into a SharePoint site

choose Paste eRoom Discussion.

migrate all eRoom discussion topics into an existing SharePoint Discussion Board

choose Paste eRoom Discussion Special > All Discussion Topics.

 

migrate the eRoom notes into a SharePoint site

choose Paste eRoom Notes.

migrate the eRoom inbox(es) into a SharePoint site

choose Paste

migrate all eRoom mail items into an existing SharePoint Discussion Board

choose Paste eRoom Inbox Special > All Mail Items.

migrate individual mail items into an existing SharePoint Discussion Board

choose Paste eRoom Mail.

5.Continue with Configuring Copying Options.

Migrating an eRoom Poll as a SharePoint Survey

Metalogix Content Matrix - eRoom Edition can migrate eRoom polls into SharePoint as surveys.

To migrate an eRoom poll as a SharePoint Survey:

1.In Explorer View, select the eRoom poll to be migrated.

2.Right-click and choose the Copy eRoom Poll.

3.Select the target SharePoint parent site.

4.Right-click and choose Paste eRoom Poll.

5.Continue with Configuring Copying Options.

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