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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 an eRoom Database to SharePoint

An eRoom database can be migrated to SharePoint as a new list or Discussion Board.  eRoom database entries can also be migrated into an existing SharePoint list.

Before migrating an eRoom Database:

Please refer to the topic Configuration Considerations when Migrating an eRoom Database to SharePoint.

To initiate an "eRoom Database to SharePoint" migration:

1.In Explorer View, select the eRoom database you want to migrate.

2.Right-click and choose Copy eRoom Database.

3.Select either:

§the SharePoint site under which you want to create a new list or Discussion Board for the migrated content

OR

§the existing SharePoint list into which you want to migrate content.

4.Use the information in the table below to determine the appropriate Paste action to choose.

If you  ...

Then ...

selected a SharePoint site under which you want to create a "generic" list

choose Paste eRoom Database.

selected a SharePoint site under which you want to create a Discussion Board

choose Paste eRoom Database Special > As Discussion Board.

selected an existing SharePoint list into which you want to migrate the eRoom database

choose Paste eRoom Database Special > All Entries.

5.Continue with Configuring Copying Options.

Configuration Considerations when Migrating an eRoom Database to SharePoint

Before you migrate an eRoom database, you may need to update the Metalogix Content Matrix Application Settings.xml file to account for:

·columns containing numbers and special characters

·when migrating as a Discussion Board, the format of the discussion column, and/or

·the formatting of database Change Logs.

To open the ApplicationSettings.xml file:

1.Close Metalogix Content Matrix, if it is not already closed.

2.Navigate to ApplicationSettings.xml and open the file in a text editor. By default, this file is located in the following directory: [Drive]:\Users\[User name]\Application Data\Metalogix\Metalogix Content Matrix Console - [Product name] Edition.

Migrating Columns Containing Numbers and Special Characters

When migrating source data that contains Number-type columns with both numeric and non-numeric characters, or with unsupported formatting, additional steps must be taken to preserve the formatting of the columns. By default, certain characters are stripped when migrating, which may cause the following unintended scenarios:

·For numeric data with leading zeroes, those zeroes stripped. This may affect data such as zip codes, which can correctly begin with '0'.

·For numeric data containing non-numeric characters (with the exception of a single decimal point), those characters stripped. For example, "7.2.0" will be migrated as "720", "+91 123-456-789" will be migrated as "91123456789", and so on. This may affect data such as telephone numbers, which can correctly begin with "+1" or "+91", or correctly contain hyphens, for example.

To migrate numeric data while preserving formatting, the ConvertNumericFieldsToText flag in the ApplicationSettings.xml file must be updated. The flag preserves formatting by searching for column Titles that contain specified strings, and then migrating their associated Number-type columns as Single Line of Text-type columns. The default column title values are as follows: Tel, Telephone, Phone, Postal, and Zip. To modify this flag's values, do the following:

In the ApplicationSettings.xml file, navigate to the ConvertNumericFieldsToText entry and add or remove values as desired.

Values must be separated by a comma (','). The default code block is shown below:

<XmlableEntry>
<Key>ConvertNumericFieldsToText</Key>
<Value>Postal, Telephone, Phone, Tel, Zip</Value>
</XmlableEntry>

Once ApplicationSettings.xml is saved, all future database migration actions will not strip non-numeric characters from Number-type columns with any of the specified values as a Title.

Text Format When Migrating as a Discussion Board

When an eRoom Database is migrated into SharePoint as a Discussion Board, the discussion column will be migrated as a Rich text column instead of an HTML text column by default. To migrate the discussion column as an HTML text column, do the following:

In the ApplicationSettings.xml file, navigate to the MigrateDiscussionColumnAsRichText entry, and change its value from True to False.

Note that this entry will not be available until at least one eRoom Discussion Board has been migrated.

Once ApplicationSettings.xml is saved, all databases migrated as SharePoint Discussion Boards will now use an HTML text column instead of a Rich text column.

Changing the Formatting of eRoom Database Change Logs

By default, eRoom Change Logs are migrated as rich text entries. This preserves the change log table's structure, as well as any applied HTML formatting.

In the ApplicationSettings.xml file, navigate to the EnablePlainTextHistory entry and change its value to True.

Once ApplicationSettings.xml is saved, all Database Change Logs will be migrated as plain text.

Migrating Links

eRoom links are a special case of list migration because the eRoom and SharePoint handling of these objects is slightly different. In eRoom, links are stored independently within eRoom containers of any type, and not in a specific list. Conversely, in SharePoint, links must be contained in Links lists. For this reason, Metalogix Content Matrix handles these objects differently than other eRoom list types. There are a few cases to consider.

·If a single eRoom link item is copied, it can only be migrated into a SharePoint Links List (this is the only target that will work for a copy of this level).

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

To initiate the migration of a single link:

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

2.Right-click and choose Copy eRoom Link(s).

3.Select the SharePoint Links list to which you want to migrate the link(s).

4.Right-click and choose Paste eRoom Link(s).

5.There are no configuration options for this action, so the migration of the links will start immediately.

Alternately, if a SharePoint container that contains links is selected, the content can be migrated using the Paste eRoom Container Special > All Items option. Please see the Migrate All Items of an eRoom Container page for more details.

Configuring Copying Options

The Paste [Object] dialog provides a tabbed interface that enables you to configure a migration according to your specifications.  Available tabs will vary based on the type of migration that you initiated.

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