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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

File System Reporting

You can use Metalogix Content Matrix to create and manage the following reports on a File System connection:

·The Extended File System Report provides an in-depth view of content within a directory, including:

§Number of Files by Extension

§Number of Files by Size

§Number of Files by Created Year

§Number of Files by Modified Year

§Number of Files by Created Month for Current Year

§Number of Files by Modified Month for Current Year

·The Simple File Systems Report provides a quick and concise view of the amount of data needing to be migrated, including:

§Total Number of Directories - A recursive count of all the directories below the selected node.

§Total Number of Files - A recursive count of all files in all directories below the selected node.

§Number of Files by Directory - A count of all files below each directory. This count is limited to a depth of one level.

·The Migration Report provides a condensed account of what files have been migrated to the target SharePoint instance, the locations the content has been migrated to, and the date of the migration. The following data is included:

§Files Migrated by Site  - An account of how many files were migrated to each SharePoint site, and the first and last date for migrations to that site.

§Files Migrated by Destination Library - A count of the number of files/documents that have been migrated into each target side document library. Only document libraries that have had content migrated into them will be listed.

§Files Migrated by Month - A count of how many files/documents have had content migrated into them for each month.

§Files Migrated by Year - A count of how many files/documents have had content migrated into them for each year.

NOTE:  When configuring the options for the Migration Report, there is an additional check-box option, Recursive. This check-box option allows for the report generation to run down through any sub-hierarchy on the target SharePoint side.

Running a File System Report

To run a File System Report:

1.Select the FileShare content on which you want to report; either:

§a folder node within Explorer View


§specific items within Items View.

2.Right-click and choose Reporting followed by the type of report you want to run:

§Extended File System Report

§Simple File System Report

§Migration Report

3. Complete the Reports Options dialog as follows:

FS Report Options

a)Enter a Report Name.

b)If different from the default, enter or navigate to the report Output Folder.

Now you can Run the report immediately or Save the report to run at a later time from the Job List section.

The report will be processed and when complete, the it will be available at the specified output location. Additionally, more verbose data will be recorded in the Report Manager. The resulting output file will be a Microsoft Office document type (i.e. docx).

Using the Search Function

This search feature allows you to do a search through a File Share connection orthe top-level node of a SharePoint connection for  sites, lists, folders, and files.  Filters can also be applied to the search criteria using the four main metadata fields (Created, Created By, Modified, Modified By) as well as content types. The search results can be sorted through, and you can view each returned item's properties.  You can also run actions on returned items using the right-click menu.

NOTE:  In addition to the Search feature, the Find feature can be used on File Share sources from the Items View tab.

To run a Search:

1.In Explorer View, select the connection in which you want to search.

2.Right-click and choose Search.

3.Enter a Search Term/Filter and/or click [Advanced Options] and select any additional criteria you want to use.

SearchFeature SP Search

4.Click [Search].

All the results of the search display in the bottom pane.  Select a result from the list to:

·View the metadata field properties for a selected item (by clicking [Show Properties]).

·Perform an action on a selected item (by right-clicking it and choosing the action).

Working with Search Results

Search results display in the bottom half of the dialog.  You can sort results by any available column.  

To view an object’s Properties:

Select an object in the results list to populate the Search Properties section.


From Search results, you can perform the same actions that are available in the explorer view for the selected object type.

To act on a search result:

Select an object in the results list, right click, and choose the appropriate option.  Refer to the applicable topic in this guide for details.

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