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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

eRoom Containers - Include Inboxes/Notes/Discussions

If you initiated a migration of an eRoom as a SharePoint site collection or site or a migration of eRoom inboxes, notes, or discussions, you can specify how inboxes and mail check the Include inboxes/mails box

If you initiated a migration of a Discussion Board, the Copy Discussion / Inbox / Note dialog contains a separate tab, Inbox/Notes Options with the following options:

·Include comments - This option determines if all the content in the "Comments" column in the eRoom content will be migrated into the SharePoint Discussion board. If this option is selected, all the "Comments" will be migrated as the body of the discussion topic. If this option is not selected, only the discussion topic (with the original heading comment) will be migrated, and no other comments will be migrated to the SharePoint Discussion board.

EXCEPTION:  if the contents to be migrated is nested, comments will be migrated regardless of the "Include Comments" setting.

·Map user metadata - When this check-box option is selected users and groups will be migrated to SharePoint, along with their metadata. For more information on this option please see Permissions Options.

·Migrate images in html contents into image library - If this check-box option is selected, any images in the eRoom HTML content will be migrated and placed into a SharePoint Picture library. After the images have been placed in the library, the HTML content containing the image will have its internal link for the image corrected, to point the image link to the picture library, where the image now lives. There is a text box below the check-box option that becomes enabled when the check-box is selected. This text box allows you to specify the name for the picture library that will be created.

eRoom Containers - Include Documents

If you chose to migrate an eRoom container as a site collection, site, document library, or document(s) you can specify how documents should be migrated.

To configure Document Options:

eRoom Document Options

1.In the Container Options tab, make sure the Include Documents box is checked, and click the [...] button to display the Document Options dialog.

NOTE:  If you chose to migrate individual documents, Document Options displays as a separate tab, in place of the Container Options tab.

2.If you want to include Include versions in the document copy, check this box, then select the appropriate sub-options.  Use the information in the following table for guidance.

If you want to ...

Then ...

update any existing SharePoint libraries so that versioning is enabled on them

check the Update existing libraries to enable versioning box.

migrate all of the document versions from eRoom into SharePoint

select the Migrate all versions radio button.

migrate only the last specified number of versions

select the Migrate latest ...version, and select the number of versions you want to migrate from the drop-down.

NOTE:  If you accept the default value (1), only the last version will be migrated.

3.If you are migrating into an existing document library and want to map specified eRoom fields into SharePoint fields:

a)Check the Map custom fields (Limited support) box.

b)Click [Edit Mappings].

c)Follow the procedure for Column Mapping.

4.If you want to apply a selected content type to the migrating content, check the Apply the following content types box and select a content type from the drop-down (which contains all of the content types that exist on the target).

eRoom Containers - Include Calendars

If you chose to migrate an eRoom container as a site collection, site, document library, or document(s) you can specify how documents should be migrated.

To configure Calendar Options:

eRoom Calendar Options

1.In the Container Options tab, make sure the Include Calendars box is checked, and click the [...] button to display the Calendar Options dialog.

NOTE:  If you chose to migrate individual calendars, Calendars Options displays as a separate tab, in place of the Container Options tab.

2.If you want Metalogix Content Matrix to check the eRoom ID for any existing calendars events to see if the same ones already exist on the target, and If they do, update these events with any new data, check the Update existing calendar events with same eRoom id box.

NOTE:  If this box is checked and these IDs do not exist on any calendar events, new ones will be created.

If this option is selected it can cause some slower performance speeds. This is because the migration will have to look at each calendar event on the eRoom source, and each calendar event on the SharePoint target site and compare all of the eRoom ID column data to see if any of the IDs already exist.

eRoom Containers - Include Databases

If you chose to migrate an  eRoom container as a site collection or site or initiated the migration of an eRoom database, you can specify how the database(s) should be migrated.

To configure Database Options:

eRoom Database Options

1.In the Container Options tab, make sure the Include Databases box is checked, and click the [...] button to display the Database Options dialog.

NOTE:  If you chose to migrate databases directly, Database Options displays as a separate tab, in place of the Container Options tab.

2.If you want users and groups to be migrated to SharePoint, along with their metadata, check the Map user metadata box.

NOTE:  If you want to map eRoom users to and target SharePoint users, click the [...] button.  

a)Check the Map database columns box.

b)Click [Edit Mappings].

c)Follow the procedure for Column Mapping.

When migrating a source Number-type column to a target Number-type column, if the source column contains any non-numeric characters (with the exception of a single decimal point), they will be stripped when migrated to the target. For more information, see Configuration Considerations when Migrating an eRoom Database to SharePoint.

3.If you want to migrate images in the database(s) into a new SharePoint Picture Library:

§check the Migrate images in html contents into image library, and

§if different than the default name, enter a name for the library that will be created.

4.If you want to migrate default values (also known as initial values) within the eRoom database to the target SharePoint list, check the Migrate default values for columns box.

NOTE:  This option only migrates default values to columns that are newly created on the target during migration; it does not migrate default values to existing columns. In addition, this option has the following limitations based on column type:

§For all migration actions, this option does not work for the following eRoom column types: Formatted text, Date, Member list, and Approval.

§For the Paste as Discussion Board migration action, this option does not work for Plain text eRoom columns. For all other migration actions, this option migrates Plain text eRoom columns correctly.

§For all migration actions, this option works correctly for the following eRoom column types: Boolean, Number, Choice list, and Traffic light.

5.If you want to create columns within the SharePoint list for any empty eRoom columns that were in the eRoom database, check the Create SharePoint columns for empty eRoom columns box.

6.If you want to adds filters to the source eRoom database to filter out any columns of a specified type:

§check the Filter cells with following column type box, and

§select the specific column type on which to filter the source eRoom database from the Filter cells with following column type box.

NOTE:  The values of this drop-down are populated from the source eRoom side.  After a column type has been selected, a new row will appear under the Column Type heading, and additional column type filters can be added.

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