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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

Browser View Tab

The Browser View displays a view of the content as it would be seen in a web browser for a selected node. It is also available if selecting a single item in the Items View. When selected, this tab will display a fully functioning web browser view of the selected content. You can use this Browser View to navigate or work with their content, the same way they would through a normal web browser window.

Browser View

Jobs List

Jobs in Metalogix Content Matrix Console can be managed from the Job List. Jobs, are listed for migration actions that have already been run, as well as for actions that have been saved.

Jobs List

Using Multi-Select

Multi-select can be used to select a number of nodes on the source side Explorer View tree, and migrate those nodes to a target SharePoint instance. Multiple SharePoint connections can be selected at one time, but only to Disconnect or Refresh those connections. If connected to a SharePoint farm or web application, only a single site collection can be selected at a time, however, multi-select can be used on any sub-sites under a single site collection.

This feature also works for migrating a single list or site into multiple target locations at the same time; for example, if you have a document library that you want to migrate into two or more target SharePoint sites. After the library is copied, any number of desired target sites can be selected, as long as they are all under the same target connection node, and when pasted the list will be migrated to all of the selected target site nodes. The basic cases for multi-select are copying: multiple to one, one to multiple, and multiple to multiple.

For example, if an eRoom facility is selected in the Explorer View, and the navigation tree is expanded, you can select a number of rooms (Room A, Room B, etc.) and these can all be migrated at the same time. After pasting the content all the selected content (Room A, Room B, etc.) will be migrated under the target SharePoint node.

eRoom Multiselect

In addition to using check boxes to multi-select, you can use <Shift> and the <Ctrl> keys in the conventional way.

Limitations of Multi-Select

There are a few limitations when using multi-select. These limitations are:

·Only one node type can be selected at a time - This means that if a SharePoint site node is selected, then only other site nodes can be selected, and included in the action.  

While the content under those nodes will be migrated (as per the selected options), only other site nodes themselves can be selected. This is the same for SharePoint lists/libraries, and folders. When connected to a SharePoint server only a single site collection can be selected at one time, but multiple sites under the site collection level can be selected.

If an eRoom connection type is made, only nodes under each specific connection can be selected at one time. This means that users cannot select a facility node under two separate connections at the same time. While the content under the selected connection node will be migrated (as per the selected options), only other eRoom nodes of the same type, and under that same connection, can be selected at one time

The first node selected in the multi-select will determine what type of node can be included, and if an invalid selection is made, then the node that you tried to select will only blink. For example, if a list is selected, then only other lists, within the site collection, can be selected. If you try to select a SharePoint folder or site, then this is an invalid selection, and the folder or site will blink.

·Column Mapping - Column mapping is not available in some cases when using multi-select. If multiple lists are selected (on the source or target) then the Column Mapping feature will not be available. Column mapping is only available when migrating eRoom facilities or rooms, and will not be available if migrating items or other content types (such as Databases, calendars, etc.).

·Available Context (Right-Click) Menu Options - When using multi-select the options that are available in the context (right-click) menu can change depending on where the multi selection is taking place.

When copying multiple nodes from the source, only a few context menu options are available. For example, if migrating multiple eRoom rooms, then the following options would be available: Copy Containers and Refresh Nodes. If only one source item is selected and pasted to multiple locations, a few more of the Paste context menu options become available.

Connecting to eRoom

Prerequisite for Connecting to eRoom

Connecting to eRoom requires that the eRoom server have the eRoomXML API enabled.

As long as this prerequisite is met, you should be able to connect and migrate, regardless of the specific eRoom version.

To Connect to eRoom:

1.In the  Metalogix Content Matrix Console -ribbon, choose Connection > Connect to eRoom to display the eRoom Logon dialog.

2.In the Site Address field, enter the base URL of the eRoom server.

The base URL is the part of the eRoom server address without the "/eRoom" suffix. For example, if your eRoom server was accessed in a browser at http://eRoom.quest.com/eRoom, you would enter http://eRoom.quest.com into the Site Address box. Whenever a legitimate site address is entered, the XML address (for the XML service) will be automatically generated as a result. The Site Address is only used for migrating Images for Database (DB) content, however, since the XML address is generated automatically when the site address is entered you will be able to access all of your content.

eroom Logon

Note that there is also an XML Address field.  Content Materix will attempt to generate the expected XML Address field based on the site address. This field is the address for eRoom's XML request service, and is the main address that eRoom Edition uses when migrating content from eRoom (such as calendar items, documents, etc.). While this address can be generated for you (when the site address is entered), you still have the option to enter it manually or to change the address that is being used. This field is mandatory for connecting to eRoom, whether the content is automatically generated or is manually entered.

3.Enter the Username  and Password of the eRoom user to be used to connect to the eRoom server.

NOTE:  You can optionally choose to save the credentials of the specified user on the local machine, by using a check-box option. If you choose this option, the password will be stored in an encrypted format in the current Windows user's local applications directory.

4.If you need to configure Proxy Settings:

a)Select the Proxy Settings tab.

eRoom Proxy Settings

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

If you want to ...

Then ...

use the proxy that is specified by the system's Internet Options

Select Use default web proxy.

use the poxy specified in the Edit Proxy Settings dialog

·Select Use application proxy server.

·Click [Edit Proxy Settings] to display the Configure Proxy Settings dialog.

eRooom App Proxy Server

·Enter the Proxy Server Address.

·If using using different user credentials (i.e., other than the logged in account), select Use different user credentials and enter the account's Username and Password.

5.If necessary, in the Certificates tab, you can specify any certificates to use. For more information about adding certificates, see Connecting with Certificates.

6.To connect, click [OK].

The eRoom Server node will be added to the Explorer view. If the connection fails due to an authentication issue, the Failed to login dialog box appears. For more information, see the Connecting or Reconnecting to eRoom Using Web Browser Authentication.

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