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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 Polls

If you chose to migrate an  eRoom container as a site collection or site, or initated the migration of an eRoom poll, you can specify how polls should be migrated.

NOTE:  eRoom polls are migrated as SharePoint Survey lists.

To configure Poll Options:

eRoom Poll Options

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

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

2.If you want results in the poll to be migrated to SharePoint:

a)Make sure the Include ballots box is checked.

NOTE:  If this box is unchecked, only the poll with its questions will be migrated.

b)Check/uncheck the appropriate sub-option(s):

oWhen the Include write in's box is checked, any "write-in" responses will be included when migrating the ballots. (That is, any poll responses that contain text box replies will be included.)

oWhen the Map user metadata box is checked, users and groups will be migrated to SharePoint, along with their metadata. For more information on this option please see the page on Permissions options.

eRoom Containers - Include Links

If you chose to migrate an  eRoom container as a site collection, site, or document library, and you want any links within the eRoom content to be migrated, make sure the Include Links box is checked.

Any links that are found in the migration will be added to the site in a SharePoint Links list. If these links are pointing to internal data their links will be corrected, provided that Link Correction is being used.

Mapping Columns

Column mapping allow you to map one or more columns from the source to SharePoint columns on the target when you click the [Edit Mappings] button is clicked from the Document Options or Database Options tab.

The column mapping option is only available when migrating eRoom containers (rooms or folders) or documents. In the case of migrating eRoom documents, they must be migrating into an existing document library on the target.

NOTE:  Mappings are saved as a separate .MLM files.

Known Limitation When Migrating an eRoom Database

When migrating an eRoom database to SharePoint, there is a limitation when migrating a Number-type column to another Number-type column. Any non-numerical characters, with the exception of a single decimal point, are stripped when migrated to the target. For example, "3.6.4" would appear as "364" on the target; "+91 #123.@456.789" would appear as "91123456789" on the target. In order to migrate the source Number-type column as-is, it must be migrated as a Text-type column on the target. For information on migrating an eRoom database to SharePoint, see Migrating an eRoom Database to SharePoint.

To configure column mappings:

eRoom Column Mapping

1.From the File drop-down at the top of the Edit Custom Property dialog, choose the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then...

load mappings from a previously-saved Metalogix Mapping setting (.MLM) file

·choose File > Load.

AND

·Navigate to and open the mapping file to populate the Mappings dialog.

create new mappings

go to the next step.

2.Use the information in the following table to determine the appropriate action to take.

NOTE:  You can Filter items in each window to narrow displayed lists.

If you want to ...

Then...

manually map each individual source column to a target SharePoint column

·From the left (eRoom column) pane, select the Item that you want to map.

·From the right (SharePoint column) window, select an available Item.

·Click the Map icon.

have Metalogix Content Matrix automatically map source fields to matching target SharePoint columns

·From the left (eRoom column) pane, select the Item(s) that you want to map.

·Click the Auto icon.

The mappings you create will display in the bottom window.  (Note that you can also Unmap individually-selected mappings in the bottom window or Clear all mappings from the bottom window.

NOTE:  If no column currently exists on the target that you want to map to, you must manually create one in the SharePoint User Interface, then return to Metalogix Content Matrix and refresh the connection to SharePoint.

3.To save the mappings in the dialog as a Metalogix Mapping setting (.MLM) file, choose File > Save.

4.Click [OK] once all desired mappings have been made and return to the Configuration Options dialog.

Permissions Options

Users groups and permissions can be migrated from eRoom into SharePoint as part of a migration action. eRoom users and groups can be manually, and is some cases automatically, mapped to SharePoint users and groups, but permissions are automatically mapped using a special algorithm.

NOTE:  Permissions options are available when migrating eRoom containers (not individual lists or items).

How eRoom Users and Permissions are Mapped to a SharePoint Target

Metalogix Content Matrix will will automatically try to map users from the eRoom source to the SharePoint target. This automatic mapping will only work in cases where the eRoom source has been configured to authenticate the user name format using Active Directory (AD), which is not a typical scenario.  In all other cases, the eRoom users and groups must be mapped to users  that already exist on the SharePoint target.

Metalogix Content Matrix can also use a special alogorithm try  to migrate permissions by "best match" between eRoom and SharePoint permissions.  A "match" is determined by comparing the explicit rights assigned to a user on the source and the rights that are included in roles on the target server.

For example, consider the scenario where "billw" has permission to read and edit a calendar in eRoom. During the migration of that calendar, eRoom Edition will analyze the available permissions on the SharePoint server and might find the Contribute role which allows view, add, update and delete permissions. If no other role is a better match, this role will be applied for the user mapped to "billw" on the migrated calendar.

Each eRoom room has four built-in principle types of permissions by default, and these four principles are a rough equivalent to the standard out-of-box SharePoint permission levels. A best practice method when migrating permissions would be to migrate them from the eRoom room level.

NOTE: These permission mappings are not set by default, and are only acting as basic guidelines.

eRoom Rights

SharePoint Permissions

Coordinators

Full Control

Custom Roles

Design / Manage Hierarchy

Participants

Contribute

Observers

Read/Restricted Read/Limited Access

To configure Permissions Options:

eRoom Permissions Options

1.If you want to map source eRoom users to target SharePoint users, check the Map user metadata box.

If this box is not checked, or if the eRoom user does not have an equivalent user SharePoint user that it is mapped to (or if the name format does not match the format used in AD), the migrating account's information will be used instead.

2.Select the applicable sub-option(s).  Use the information in the following table for guidance.

If you want to ...

Then ...

map eRoom users and groups to SharePoint users and groups

Click the [Edit Mappings] button.

Follow the procedure for Mapping Users.

have Metalogix Content Matrix use an algorithm to a "best match" mapping of existing permissions between eRoom and SharePoint

check the Migrate permissions by best-match box.

NOTE:  No new permission levels will be created on the SharePoint target.

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