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Metalogix Content Matrix 8.8 - File Share Edition User Guide

Introduction Entering the License Key Overview of Content Migration Content Matrix Console End User Interface Enabling Advanced Mode Enabling and Disabling Optimistic Mode Connecting to a File System Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix Content Matrix PowerShell Commandlet List
Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Migrating to O365 Using the Azure Pipeline

Metalogix Content Matrix currently has limited support for the Azure Migration Pipeline.

By default Metalogix Content Matrix will try to use the Shared SPO Containers when migrating to an SharePoint Online tenant, provided that the Azure Pipeline and Azure Encryption options are both enabled. Using the Shared Azure Containers does not require any additional configuration.   However, you still have the option of manually configuring Metalogix Content Matrix to use a specific set of Azure containers instead.  For detailed information on additional system and configuration requirements for using the pipeline, please see the Metalogix Content Matrix Performance Optimization Guide Including PowerShell PDF document included in the installation ZIP file.

Objects Supported by the Azure Pipeline

Supported Objects

The following is a list of objects that can be migrated using the Azure Pipeline/SPO Containers:  




·Metadata associated with files and folders

·Permission mappings

Supported Actions

The following is a list of actions that are currently supported by the Azure pipeline:

·Paste Files

·Paste Folder

·Paste Folder > As Document Library

·Paste Folder > As Site

·The following hierarchy-related actions:

§Following a Copy File action, Paste Web Hierarchy

§Following a Copy Folder action, Paste Folder Hierarchy and Paste Hierarchy

Preparing for Your Migration

Metalogix Content Matrix offers a number of tools to help you locate and organize data and in preparation for your  migration.  You can:

·Add a Filter to a File Share connection

·Create and manage reports on a File System connection

·Search for SharePoint and File System objects that meet criteria you specify

·Edit File Share items and their properties

·Merge and duplicate source columns

·Find and replace property values

·Export, import, and edit source columns and metadata

·Create SharePoint objects

·Delete SharePoint objects

·View StoragePoint details

Adding a Filter to a File Share Connection

You can add and edit filters on the root connection node to a file share, which will be applied to all sub-folders and files under that connection. You may for example, only one to include files with a certain file extensions or files that have been modified after a certain date.  When a filter is added, it will be applied to any new migration actions that are initiated from that connection. Previously existing/configured migration actions will not have these filters applied to them.

Filters that are added and applied to a root file share connection will become default settings in the Filter Options tab. Any changes to Filter Options will be applied to the current migration, but will not change the filters on the root connection node.

To apply a File Share Root Node Filter:

1.Select the root connection node for a File Share source.

2.Right-click and choose Add/Edit Filters to display the Filters Configuration dialog.

FS Filters Configuration

3.Set desired filters as you would in the Filters Options tab.

4.Click [OK] to close the dialog and use the filters on the File Share source.

NOTE:  Filters will be applied to migration actions as long as Preserve Configuration Options is enabled, as described below.

To Enable/Disable the File Share Root Node Filter:

1.In the Metalogix Content Matrix main ribbon, choose Settings > Preserve Configuration Options, which is:

·Highlighted when enabled

Preserve Configuration Options Enabled

·Not highlighted when disabled

Preserve Configuration Options Disabled

NOTE: When the root node filters are disabled, you can still access the filtering options, but the filters will not be applied to the migration.

To remove file share root node Filters:

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

If you want to ...

Then ...

remove all filters (both standard and custom)

·in Explorer View, select the node containing the filters you want to remove, right click and choose Remove Filters > Remove All Filters


·from the Filters Configuration dialog, click [Clear All].

remove only custom file metadata filters

in Explorer View, select the node containing the filters you want to remove, right click and choose Remove Filters > Remove Custom Metadata Filters.

remove only standard metadata filters

in Explorer View, select the node containing the filters you want to remove, right click and choose Remove Filters > Remove Standard Metadata Filters.

You will be prompted to confirm the action before continuing.

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