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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

Scheduling a Migration Job

Metalogix Content Matrix can run a migration action through the Metalogix Content Matrix Console or as a Windows Scheduled Task.

How the Schedule Task Feature Works

Metalogix Content Matrix Console can run any migration as a scheduled task on the system that the client application is installed on. This can be any migration action that exists in the Job List section, whether it's a migration job that was saved or a job that was previously run. Once a job exists in the Job List section users can run the Schedule Task option.

The Schedule Task option saves configurations for the selected job(s) as a PowerShell script. After the script has been saved, you must create a Windows Scheduled task:

·through the Metalogix Content Matrix Console UI


·directly in the Windows Task Scheduler

Once these jobs have been created as scheduled tasks they can no longer be viewed (as scheduled tasks) in Metalogix Content Matrix.  If you want to make any other modifications or remove the task you can do so  directly in the Windows Task Scheduler. If a task has been scheduled, the system will be able to run the task at the appointed time(s), regardless of whether Metalogix Content Matrix client application is open.

After the scheduled task has run, a new entry will be added into Metalogix Content Matrix's Job List section.

Before Configuring Migration Actions to Run as Scheduled Tasks

·Any system that runs the PowerShell script for the scheduled task must have all of the Metalogix PowerShell snap-ins and plug-ins installed and configured for use on the PowerShell console that will run the scripts. If these are not configured the scripts will fail to run, and the migration will fail.

·It is recommended that the connections to the source and target environments have the Remember my password check-box selected. This is to ensure that the PowerShell scripts will be able to establish a connection to both the source and target environments when they are being run. If a password is required and this check-box is not set, the migration will fail. However, users can manually enter this value into the PowerShell script itself if the option was not checked when the script was first generated.

Note: The migration job used to create a scheduled task can either be a job that has previously been run or it can be a job that was saved.

Initiating a Scheduled Task

1.Select the newly added migration job in the Job List section.

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

If you want to create a scheduled task …

Then …

Through the Metalogix Content Matrix Console UI


§Click the [Schedule Task] button in the Job List menu options


§Right-click and choose Schedule Task.

Directly in the Windows Task Scheduler


§Click the [Generate PowerShell Script] button in the Job List menu options


§Right-click and choose Generate PowerShell Script.

3.Choose the appropriate option from the sub-menu to specify the security method that will be used when generating the PowerShell script to run the scheduled task. Use the information in the following table for guidance.

If you want to generate a PowerShell script for scheduling …

Choose …

that can be used only by the currently logged in User Account on the machine it is generated on

For Current User and Machine.

NOTE:  Any PowerShell scripts that are generated for scheduling through this option can only be run by the logged in user on the machine they were generated on.

that can be used by any User account on the machine it is generated on

For Local Machine.

that can be used by any User account on any machine that has the certificate that is specified when the script is created

For Certificate.

When you save the PowerShell script using this method you will be prompted to select a security certificate that exist on that machine. The selected certificate will be required on any system that attempts to run the script at a later date.



4.Use the information in the table below to determine the appropriate action to take based on the option you chose.

If you chose …

Then …

Schedule Task

 When prompted, save the PowerShell script to a desired location; by default:

·For scripts generated using the For Current User and Machine option - <Drive>:\Users\<Username>\Documents\Metalogix\PowerShell.

·For scripts generated using the For Current Machine or For Certificate options - <Drive>:\ProgramData\Metalogix\PowerShell

Generate Powershell Script

a Notepad file containing the PowerShell script opens.

Save this file to the location from where you want the script to run, and give it an appropriate name (being sure to keep the ".ps1" extension).

Continue with the procedure for Scheduling a Migration Job via the Windows Task Scheduler.


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