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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

Creating an X.509 Security Certificate for Disbributed Migration

There are multiple ways to create an X.509 Certificate. It is usually recommended to talk to your System Administrator/IT administrator or Security specialist in order to get one created for you. However, if you need to create one yourself, below are some basic steps to generate a basic certificate that will work with your Distributed Migration deployment.

The following instructions can help you generate a self-signed certificate for test purposes only. Please contact your IT administrator for assistance with the creation and installation of certificate signed by a certificate authority.

1.From the Controller machine Start menu, search for Internet Information Services (IIS) Manager and open it.

2.In the Connections pane on the left-hand side, click on the server name.

3.In Features pane, double-click Server Certificates in the IIS section.

4.In the Actions pane on the right-hand side, click Create Self-Signed Certificate. The Create Self-Signed Certificate dialog appears.

Create Self Signed Certificate

5.In the Specify a friendly name for the certificate field enter a desired name.

6.Click [OK].

7.In the Server Certificates list, select the certificate you just created, and right-click to display the actions menu.

Server Certificates

8.In the Export Certificate dialog, enter the location in the Export to field. Enter and confirm a password in the password fields.

Export Certificate

9.Click [OK]. The certificate file is exported to the specified location.

In addition to the above steps there are some alternative methods that can also be used to create certificates. Some examples can be found at the following locations:

·https://msdn.microsoft.com/en-us/library/windows/desktop/aa386968%28v=vs.85%29.aspx

·http://www.howtogeek.com/107415/it-how-to-create-a-self-signed-security-ssl-certificate-and-deploy-it-to-client-machines

Agent Databases for Distributed Migration

Following are instructions for manually creating an Agent Database for use with the Distributed Migration feature, as well as how to connect to an Agent Database.

To create and/or connect to an Agent Database

1.From the Controller machine, in the Jobs List section of the Metalogix Content Matrix Console, choose File > Connect to Agent Database to display the Connect to Agent Database dialog.

2.In the SQL Server field, enter name of the SQL server. You can manually enter the name or IP address of the SQL server.

Alternatively, you can click [Browse] to open the SQL Server Browser dialog, and select from any of the listed servers.

Connect to Agent Database

3.Use the information in the following table to determine the appropriate action to take. for SQL Database

If ….

Then …

You are configuring Distributed Migration for the first time and need to create the Agent database

A.Click [Browse] to open the Database Browser dialog.

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B.Click New Database to display the Create New Database dialog.

C.In the Name field, enter the name you want to use for the Agent Database, and click [OK]. The new Database will be added to the list. Select this Database and click [OK].

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D.Click [OK] to create the database and redisplay the Connect to Agent Database dialog.

the Agent database already exists

Either:

·Manually enter the SQL Database Name

OR

·Click [Browse] to open the Database Browser dialog and select the Agent database from the list.

4.Select the appropriate Authentication option.  Use the information in the following table for guidance.

If you want to …

Then …

use the default Windows authentication method of the currently logged in user

select Use Current Windows User.

use the database authentication to validate the user

Use SQL Server Login.

NOTE:  This is the recommended option, and should be used when the Agent database is on another server and the Windows authentication for that server is not the same as the current user's credentials.

Clicking the Remember my password check-box will allow Metalogix Content Matrix to remember the password for this SQL Server Authentication account.

5.Click Connect to establish the connection to the Agent Database.

NOTE:  If you are logged into Metalogix Content Matrix with the default settings, you are probably connected to the SQL CE repository. If you subsequently establish a connection to an Agent Database that is based on SQL Server, then you will be prompted with a message asking if you want to copy the configuration settings (application, environment, and user settings) to the Agent Database.

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6.Click Yes to continue with the copy process. This is a recommended step. Alternatively, click No to prevent the copy.

Every time you switch to the Agent database or move from an Agent Database back to SQL CE, you will see the message box to copy configuration settings.

§Message when you connect from an Agent Database to SQL CE:

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§Message when you connect from one Agent Database to another Agent Database:

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§If you have agreed to copy the configuration settings, a confirmation dialog appears:

7.Click [OK] to complete the process. Then close and restart the Metalogix Content Matrix Console.

When you restart the Metalogix Content Matrix Console, verify that the Job List section is displaying the details of the Agent Database, and the Manage Agents and Manage Queue buttons are enabled in the Metalogix Content Matrix Console ribbon.

Jobs List Agent Database

Managing Agents

The Metalogix Content Matrix Console that is set up as the controller (or Host), provides a single point of management control with the ability to add, view, edit, update, refresh and remove agents.

To open the Manage Agents dialog:

From the Metalogix Content Matrix Console Jobs List ribbon, click Manage Agents.

Manage Agents SharePoint Ribbon

NOTE:  If the Manage Agents button appears disabled, your Metalogix Content Matrix Console edition is not connected to a configured Agent Database.

Manage Agents Dialog

The Manage Agent dialog presents a toolbar with the following options:

·Add Agent - Allows you to automate the set up and configuration of a Metalogix Content Matrix Agent.

·View Agent - Displays more information about a selected agent such as log history, and other pertinent information.

·Edit Agent - Allows you to change the credentials of a selected Agent.

·Update Agent - Updates the Metalogix Content Matrix Console, license file, and all the mapping files on the selected Agent.

·Refresh Agent - Displays the most recent status of a selected Agent.

·Remove Agent - Deletes the Agent definition from the Agent Database but preserves the application and other files on the Agent machine.

The Manage Agents dialog also displays a list of Metalogix Content Matrix Agents. The information presented in the various columns are as follows:

Column

Description

Agent Name

Name of the physical or virtual machine that is set up as an Agent.

OS Version

The version of the operating system used by the Agent.

Metalogix Content Matrix Version

The version of the Metalogix Content Matrix edition installed on the Agent.

Run As

Down-level logon name to access the Agent. For example, mydomain\administrator

Status

Recent state of the Agent. The status values could be one of the following values:

Available - the Agent is ready to start a new migration job.

Busy - the Agent is running a migration job.

Error - the Agent has encountered a fault condition.

Configuring - the Agent is being set up.

Log Message

The most recent log message. To view the log history and other pertinent information, see Viewing Agent Details.

In addition to the information presented in the columns, you can select an Agent from the list by clicking anywhere on the row. A row selector icon and the highlighted row indicates the selected row. If you right-click the selected row, all actions other than the ability to add an Agent is displayed as a pop-up menu as shown below.

Manage Agents Dialog Right Click Menu

NOTE:  If the Status of the selected row is Busy, then the Edit Agent and Update Agent actions are disabled. If the Status of the selected row is Configuring, then the Edit Agent, Update Agent and Refresh Agent actions are disabled.

Adding an Agent

To add an agent:

1.From the Manage Agents dialog, click Add Agent.

Distributed Migration Add Agent

1.In the Agent Name field, enter the name of the physical or virtual machine to set up as a Metalogix Content Matrix agent.

Alternatively, click [Browse] to open the Agent Browser dialog. You can select from any of the listed computers. The computers that are listed in the Agent Browser dialog are a list of networked computers and not necessarily Metalogix Content Matrix agents. Contact your system administrator if you are not sure which machine should be selected as a candidate agent.

2.In the IP Address field, enter the Internet Protocol identifier of the physical or virtual machine you want to add as an agent.

NOTE:  If the value you entered in the Agent Name field can be resolved successfully, the IP Address field is automatically filled. If you have entered a value in the Agent Name field and the IP Address field manually, and both values resolve to a valid physical or virtual machine, then the value specified in the IP Address field will take precedence.

3.Specify the agent credentials in the Connect As section as follows:

a)In the User Name field enter the down-level logon name of the windows administrator to access the Agent. For example, enter 'mydomain\administrator'.

b)In the Password field, enter the password required for authentication.

NOTE: The agent credentials will be saved to the Windows Vault on the Controller (Host) machine. The credentials will be updated if the agent specifications are edited. For more information, please see Editing an Agent. The agent credentials will be deleted when the agent is removed from Agent Database. For more information, please see Removing an Agent.

4.Click the [Browse] button by the Location field and choose a security certificate (PFX file) to deploy to the Agent.

5.Enter the password for the security certificate in the Password field.

6.Click [Connect].  

This action adds the Agent to the Agent Database and copies the Metalogix Content Matrix installer files, Application Mapping files, and the licensing file to the specified agent. All editions of the Metalogix Content Matrix Console are silently installed and configured on the selected Agent.

The new Agent appears in the list of Agents in the Manage Agents dialog. The Status value is 'Configuring'.

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