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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

Showing and Hiding Template Rooms

You can migrate eRoom template rooms into SharePoint in the same way you migrate standard eRoom rooms.

These templates are created in eRoom using the Use this eRoom as a template option, in the "Template" options for a selected eRoom.

This option effectively changes the eRoom room into a template. By default, Metalogix Content Matrix will display these templates However, because these templates are slightly different from standard rooms, they can be hidden in Explorer View if you do not want to display them.

To show/hide template rooms:

1.In Explorer View, select the eRoom root connection.

2.Right-click and choose the applicable option:

§Hide Template Rooms

eRoom Hide Template Rooms

OR

§Show Template Rooms

eRoom Show Template Rooms

Any eRoom template rooms that are displayed can be migrated in the same way as any other eRoom rooms.

Performing a Pre-Migration Check

You can use Metalogix Content Matrix to perform a check on eRoom content and reports back any potential migration issues. This includes URL length, file type, and size restrictions.

Each item in eRoom is identified by a URL with its own item ID value. This means that eRoom URL length is not affected by its location within the structure, resulting in eRoom being able to have very deep nested structures. In contrast to this, SharePoint URLs are based on site structure, with a maximum URL length. In SharePoint the maximum URL length that can be entered in the User Interface (UI) for a site is 255 characters, while folder and document items (in a document library) have a maximum URL length of 128 characters.

This creates a situation where invalid URLs can be created when migrating deeply nested eRoom structure to an equivalent SharePoint structure. The Pre-Migration Check feature is designed to help find and identify these types of potential issues. While this feature is checking for any URL length issues, it also checks to see if there are any file types or file sizes that could also cause issues, as well as checking for illegal characters.

These Pre-Migration Check functions are also available using PowerShell.

NOTE:  The Pre-Migration Check can only be run on eRoom facilities, rooms, and folders.

To run a Pre-Migration Check:

1.In Explorer View, select the eRoom container node for which you want to run a pre-migration check.

2.Right-click and choose Run Pre-Migration Check to display the Pre-migration Options dialog.

3.Complete the appropriate fields on the General tab:  

eRoom Pre-Migration Options General Tab

a)If you want to save a CSV file containing the results of the pre-migration check to a specified location:

§Make sure the Save pre-migration check outputs to the following folder is checked.

§Enter or navigate to the file path to which you want to save the file.

By default, this location is the Application Data folder: "<Drive >\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - eRoom Edition\."

NOTE:  If no issues are found, the Excel files will only contain the column name data, and no actual entries. If any results already exist in the specified location, they will be overwritten.

b)Navigate to and select the target SharePoint Location against which the pre-migration check will be run.

NOTE:  When you select a Location, a link to the SharePoint site or list displays to the right side of the Location: header.  You can click this link to open the page in a new browser window.

c)Select the applicable Pre-Migration Checks.  Use the information in the following table for guidance.

If ...

Then ...

you want to prevent the pre-migration check from running any checks on URL length.

select Do not check url length.

·the Location you selected is a SharePoint site (not list)

AND

·you want a check to be run against the URL

select Check url length when pasting as a site.

 

NOTE:  When this option is selected, a Site URL Results Excel file will be saved to the specified location.

·the Location you selected is a SharePoint site (not list)

AND

·you want a check to be run against the URL if a list or library copy is being performed

select Check url length when pasting as a document library or folder.

NOTE:  When this option is selected, a Document URL Results Excel file will be saved to the specified location.

you want  to report on any files that are larger than SharePoint site's maximum file size

check the Check document size does not exceed maximum file size box.

NOTE:  When this option is selected, a Size Results Excel file will be saved to the specified location.

Connection icon

This option is not available if a Native Web Service (NWS) connection is being used for the target SharePoint server.

you want to check the names of all content within the eRoom container for characters that may be illegal in SharePoint

check the Check name for illegal SharePoint characters box.

NOTE:  When this option is selected, a Name Results Excel file will be saved to the specified location.

you want to check the eRoom container for any type of eRoom content that is not supported in SharePoint (which includes eRoom inboxes, dashboards, and project schedule database processes)

check the Check for unsupported eRoom content types box.

NOTE:  When this option is selected, an Unsupported Results Excel file will be saved to the specified location.

4.Switch to the Content Options tab.

5.Make sure the types of of eRoom content you want to include. Enable the check-box beside any eRoom item types that you want to include in the pre-migration check. For example, if you want to include eRoom databases but not eRoom polls, enable Include databases check-box and deselect the Include polls check-box.

eRoom Pre-Migration Options Content Options

Using Nested Content Reports

Metalogix Content Matrix has an eRoom-specific feature that performs Nested Content Reports on eRoom content. The nested contents report identifies eRoom content that is nested in a way that may not be supported in a migration to SharePoint.

Metalogix Content Matrix can use a generated nested contents report (saved as a CSV file) to identify how to paste eRoom rooms as SharePoint Site Collections.

NOTE: By default, Nested Content Report options are disabled.

These Nested Content Report functions are also available using PowerShell.

To enable Nested Content Report options:

1.Close Metalogix Content Matrix if it is not already closed.

2.Navigate to ApplicationSettings.xml and open the file in a text editor.

By default, this file is located in the directory: C:\Users\[User name]\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - eRoom Edition.

3.Navigate to the EnableNestedContentsReportActions entry and change its value to True.

4.Save and close ApplicationSettings.xml and reopen Metalogix Content Matrix.

Report Contents

A Nested Content Report contains the following information:

·The facility ID

·The room ID

·Each root item's ID

·Each root item's name

·Each root item's type

·Whether or not each root item has nested content

If debugging is enabled, the report will contain additional information. To enable debugging, open the ApplicationSettings.xml file and insert the following XML:

<XmlableEntry>

   <Key>EnableDebug</Key>

   <Value>True</Value>

</XmlableEntry>

The additional debugging information includes:

·The room ID

·The root item

·Each item's name

·Each item's URL

·Whether or not each item is nested content

Running a Nested Content Report

If Nested Content Reporting is enabled, you can run two types of reports:

·the "standard" Nested Contents Report identifies eRoom content that is nested in a way that may not be supported in a migration to SharePoint. For example, consider a four-level nesting of folders and databases - a top-level folder with a database child, which itself has a folder child, and so on. Because such a structure may not be supported in a SharePoint migration, the report would flag these items.

NOTE:  Standard Nested Contents Reports can be run on eRoom root nodes, facilities, and rooms. It is recommended to run the report on the lowest-level item possible; the report may be very time-consuming if run on high-level nodes with large numbers of nested items. In addition, a nested contents report of a room item can be used to migrate that room into SharePoint as a Site Collection. For more information

·the Nested Contents URL Length Report identifies issues that may arise when migrating deeply nested eRoom content with URLs that may exceed SharePoint's maximum URL length.

NOTE:  Nested Contents URL Length Reports can only be run on eRoom facilities and rooms.

These reports can also be run through PowerShell.

To run a Nested Contents Report:

1.In Explorer View, select the eRoom root node, facility, or room for which you want to find nested content url lengths.

2.Right-click and choose Reporting > Nested Contents URL Length Report to display the Report Options dialog.

eRoom Report Options

3.Enter a Report Name, which will be used as the output CSV file name.

4.For Output Folder, enter or select the file path of the directory in which the report will be saved.

5.If you want to Overwrite existing report in the target file path, check this box.

Now you can Run the report immediately or Save and run it at a later time from the Jobs List.

When the action starts, a Job log will be created. The logs can be viewed (in progress or after the action is finished) by clicking [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of completions, as well as any warnings or errors that may have been encountered (if there were any).

Once the action is complete, the CSV file will be available from the specified Output Folder.

To run a Nested Contents URL Length Report:

1.In Explorer View, select the eRoom root node, facility, or room for which you want to find nested content.

2.Right-click and choose Reporting > Nested Contents Report to display the Report Options dialog.

eRoom Nested Contents URL Length Report

3.For Site URL, enter a valid site collection URL.

4.Enter a Report Name, which will be used as the output CSV file name.

5.For Output Folder, enter or select the file path of the directory in which the report will be saved.

6.If you want to Overwrite existing report in the target file path, check this box.

Now you can Run the report immediately or Save and run it at a later time from the Jobs List.

When the action starts, a Job log will be created. The logs can be viewed (in progress or after the action is finished) by clicking [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of completions, as well as any warnings or errors that may have been encountered (if there were any).

Once the action is complete, the CSV file will be available from the specified Output Folder.

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