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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

Mapping Users

You can set user and group mappings for migrating content when you click the [Edit Users] button from the Permissions Options tab.

Users can also be mapped as a separate action.  

All user mappings are globally set, so once a mapping is created it will always be used unless removed.

NOTE:  If the source eRoom environment has a large number of users/groups, it is recommended that the XML user mapping method be used instead, to help improve performance, and for better control over user mapping.

To map users:

NOTE:  Metalogix Content Matrix supports many-to-one mappings between source and target.

eRoom User Mappings

1.In the top left pane, select the top level eRoom community or group that contains the users and groups that you want to map.

The source list becomes populated with all of the users and groups that exist under the selected node.

2.In the lower left pane, select the SharePoint site collection to which you want to map the users and groups.

The target list becomes populated with all of the users and groups that exist under the selected node.

3.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 individual users or groups on the source to a target SharePoint user or group

·From the source list, select the Item(s) that you want to map.

·From the target list, select a target Item.

·Click the Map icon.

have Metalogix Content Matrix automatically map source users/groups to target SharePoint users/groups

·From the source list, select the Item(s) that you want to map.

·Click the Auto icon.

NOTE:  Metalogix Content Matrix will only map users automatically if the source and target side names match, or if the emails match, and the source and target environments are using the same AD.

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

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

Importing User Mappings from an xml File

Metalogix Content Matrix can import any desired user mappings from an XML file. Importing user mappings from an XML file involves creating an XML file with the desired mappings, then importing that file. This option is generally used if migrating from an eRoom environment that has a large number of users/groups.

To create a an xml file of user mapings:

Create a file, with any name, that contains any desired user mappings. The file can either be text based or an XML file, but must contain a root level node named Mappings, and have one child node for every mapping that you want imported. Each child node must contain two attributes: Source and Target. The Source is the Login Name of the source side user, and the Target attribute is the Login Name of the target user that is being mapped to.

The XML file should follow the below format:

<Mappings>
<Mapping Source="eRoomUser1" Target="Domain\User87" />
<Mapping Source="eRoomUser2" Target="Domain\User254" />
</Mappings>

NOTE: The Login Names used in the above example may vary depending on the authentication methods used by the source and target environments.

To import the XML file into Metalogix Content Matrix:

1.In Explorer View, select the top-level node of the eRoom connection .

2.Right-click and choose Import User Mappings to display the Import Users Mappings dialog.

3.Click Import From XML button, then navigate to and open the XML file you want to import.

The Import User Mappings dialog is populated with the mappings contained in the XML file.

eRoom Import User Mappings POPULATED

 

Now you can:

§delete single mappings (by selecting the desired mapping, and clicking Delete)

§clear all mappings (by clicking Clear)

Any mappings that are listed in the Import Users Mappings dialog are not authenticated until the time of migration. Any spelling mistakes that exist will not be corrected. If a user mapping is not valid, or authenticated, the migration account will be used instead.

4.Click [Save] to continue and add the mappings.

Nested Content Options

Hierarchy structure is different between eRoom and SharePoint. eRoom hierarchy structure can become very complicated, because a list can have any number of sub-elements, including other lists, folders, or items. These sub-elements can also contain other lists, folders, items, and so on. This kind of potential behavior is called "nested content."

In SharePoint, however, only sites can contain other types of content (such as lists, calendars, document libraries, etc.). This can become an issue when migrating content that can exist in a nested structure to a different hierarchy structure. Metalogix Content Matrix has a set of Nested Content options that users can set when migrating their content. These options are available for most migration actions, and are found under the Nested Contents tab. The Nested Contents tab is available for the following actions:

To configure Nested Content Options:

eRoom Nested Content Options

Select how you would like to have nested content handled.  Use the information in the following table for guidance.

If you want to ...

Select ...

prevent any nested content from being migrated to the target

Do not migrate contents.

migrate any nested content of a migrated item into a single subsite under the migration target (with all of the nested content flattened to a single level and placed under the subsite)

Migrate contents into subsite.

migrate any nested content into the target site or list, so that:

·If the target is a SharePoint site, or if the migration is creating a SharePoint site under the selected target location, all of the nested content would be flattened to a single level and placed under the selected target site

·If the target is a SharePoint list or library all of the nested content would again be flattened to a single level but would be placed under the parent site of the selected target SharePoint list/library.

Migrate contents into target list/site.

migrate any nested content into the target site or list in the same manner as the Migrate contents into target list/site option, but with the parent site or list name appended to the end of the nested content lists

Migrate contents into target list/site with parent name.

Link Correction Options

Metalogix Content Matrix can correct eRoom Link objects that are migrated as items in a SharePoint Links list. If these links  point to an internal location they will be corrected to the new target location as part of a migration. Metalogix Content Matrix can also correct links in column data within document libraries and lists.

When content is migrated from eRoom to SharePoint, Metalogix Content Matrix will create a SharePoint list called MigrationSourceURLs, with a column called MigrationSourceURL, and will place the URL for that eRoom container into this field. The MigrationSourceURLs list will store the source URL data for the eRoom containers that are migrated, and the MigrationSourceURL column will hold the actual URL value. A TargetURL column will also be added to the list, for the migration target URL. This way, users can see the source and target URLs for the eRoom links.

NOTE:  While Link Correction Options are configured before the migration, both the mapping of links and the actual running of the link correction are done as post-migration actions.  

To configure Link Correction Options:

eRoom Link Correction Options

To configure Link Correction Options:

1.To have URLs from the source eRoom container/content saved into a SharePoint list, Make sure the Store Container Source URLs in a List box is checked.

2.For Target List Location, click [Browse] to open a SharePoint tree view window, and select the site under which you want the list to be created.

A MigrationSourceURL column will be created in this list and will list the source eRoom URL, and another column will list the target SharePoint URL to which the eRoom container was migrated.

NOTE:  If the same location is used for multiple migration additional entries will be added to the existing list, without overwriting any previous entries (unless the same source container has been migrated to multiple locations).

3.If you want the source URL to be automatically added to the links to Link Dictionary for the post-migration link correction, make sure the Automatically add links to Link Directory box is checked.

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