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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

Copying a SharePoint Site or Documents into a File Share

Use the Copy as File Share Directory action to copy SharePoint sites, document libraries and documents into a File Share. This allows you to move content back and forth between SharePoint and the File Share environment.

You can:

·copy SharePoint sites and document libraries  into a File Share connection as a directory (folder) while maintaining the existing sub-structure

OR

·copy SharePoint documents as documents under a selected File Share node.

To copy a SharePoint site or document library as a File Share Directory

1.In Explorer View, select the SharePoint site or document library that you want to migrate.

2.Right-click and choose Copy Site or Copy List .

3.Select the target File Share directory.

4.Right-click and choose Paste Site > As Directory or Paste List > As Directory.

4.Continue with Configuring Copying Options.

To copy SharePoint documents into a File Share Directory:

1.In Explorer View, select the SharePoint document library that contains documents to be migrated.

2.Switch to Items View.

3.Select the documents to be copied.

4.Right-click and choose Copy Selected Documents.

5.Select the target File Share directory.

6.Right-click and choose Paste Documents.

Continue with Configuring Copying Options.

Configuring Copying Options

The Paste [Object] dialog provides a tabbed interface that enables you to configure a migration according to your specifications.  Available tabs will vary based on the type of migration that you initiated.

Folder Options

If you chose to Migrate Folders as SharePoint Sites or Document Libraries,complete the Folder options tab as described below.

FS Folder Options

To configure File Options:

1.If you want to Migrate sub-folders, make sure this box is checked.

NOTE:  If you uncheck this box, only the folder from which you initiated the migration will be copied.

2.For Replace invalid characters in file names with: select the character that you want to use as a substitute for any characters disallowed by SharePoint.

3.Select the action that you want Metalogix Content Matrix to take If a folder with the same name already exists on the target.  Use the information in the following table for guidance.

If you to ...

Select ...

prevent Metalogix Content Matrix from copying a folder from the source if a folder with the same name already exists on the target (in the same hierarchy structure)

Do not copy the folder.

allow Metalogix Content Matrix to overwrite any existing folders on that target, if they have the same name as a folder that is being migrated

Overwrite the existing folder.

allow Metalogix Content Matrix to migrate files and other folders directly into a folder that already exists on the target, if a folder with the same name is being migrated from the source.

Use the existing folder.

allow Metalogix Content Matrix to migrate a folder from the source, even if a folder with the same name already exists on the target.

Copy the folder with a unique filename.

NOTE:   If you select this option, the folder from the source will be created on the target using a unique name (typically the original file name with "_1" appended). For example, if a folder named "Marketing Programs" is migrated from the source, and a folder with the same name exists on the target, then a new folder will be created on the target called "Marketing Programs_1", and the contents of the folder will be migrated into this new folder.

4.Select the Content type options to use when setting the content type for any folders that are migrated to SharePoint.  Use the information in the following table for guidance.

If you want to ...

Then ...

use the default SharePoint content type for any migrated folders

select Use default content type (No folder metadata).

specify the content type that should be associated with folders when migrating content.

·Select Use custom content type

AND

·Either:

§select an available content type from the drop-down

OR

§click [Edit Field Mappings] and specify your own target content type using the procedure for Mapping Field Types.

5.If you initiated the migration at the file (not folder level and are going to migrate content using the Azure SPO Migration Pipeline, which provides higher migration speeds compared to non-Azure migration actions, check the Use Azure/SPO Container Office 365 Upload box.

NOTE:  Enable this option only if you are certain that the target environment is set up to use the Azure pipeline.

One of two methods will be used to migrate using the Azure SPO Migration Pipeline:

§If you have not manually set up and configured your own Azure containers, Metalogix Content Matrix will use Azure Shared Containers, which requires that the content (and its manifest) be encrypted.  Therefore, to use this method, the Encrypt Azure/SPO Container Jobs box must also be checked.

§If you have manually set up and configured your own Azure containers, Metalogix Content Matrix will continue to use the manual configuration method until it no longer detects the changes made for the manual setup.  (When using this method, Encrypt Azure/SPO Container jobs, which will encrypt both data and associated manifest) is optional.

For information about manually setting up and configuring Azure containers, see the Metalogix Content Matrix Performance Optimization Guide Including Powershell PDF document included in the installation ZIP file.  

The Azure SPO Migration Pipeline does not support migration to document sets. This option will be disabled if a Migration to Document Set option is selected on the Target Hierarchy tab.

File Options

If you have chosen to migrate folders or files, complete the File Options tab as described below.

FS File Options

Migrating Large Files

Metalogix Content Matrix can migrate large files up to the maximum size supported by the SharePoint version on the target.  

Connection icon

The migration of large files is supported for a SharePoint 2016/SharePoint Online CSOM target connection and only if Optimistic Mode is not enabled.

 

If Metalogix Content Matrix encounters a file over a certain size threshold (200 MB by default), it migrates the file in chunks (of 100 MB by default).

IMPORTANT:  If a large file is being migrated in chunks and you cancel the migration before the entire file has been migrated, the file will be incomplete on the target and will remain in a checked out state.  You will need to re-migrate any affected file(s).

To configure File Options:

1.If you want documents within a folder to be migrated, make sure the Include Files box is checked

NOTE:  This option cannot be unchecked if the migration was initiated for individual files.

2.For Replace invalid characters in file names with: select the character that you want to use as a substitute for any characters disallowed by SharePoint.

3.Select the action that you want Metalogix Content Matrix to take If a file with the same name already exists on the target.  Use the information in the following table for guidance.

If you to ...

Select ...

prevent Metalogix Content Matrix from copying a file from the source if a file with the same name already exists on the target.

Do not copy the file.

allow Metalogix Content Matrix to copy and update the metadata for any files that are migrated from the source, is a file with the same name already exists on the target

Update the metadata on the existing file.

NOTE: Any files that do not meet this criteria will be migrated normally.

allow Metalogix Content Matrix to overwrite a file on the target if the file from the source has a more recent Modified date

Overwrite the existing file if newer.

NOTE:  This behavior will only be used if the source and target fine names are the same.  Any other files will be migrated as normal.

allow Metalogix Content Matrix to migrate a folder from the source, even if a folder with the same name already exists on the target

Copy the file with a unique file name.

NOTE: The folder from the source will be created on the target using a unique name (typically the original file name with "_1" appended). For example, if a folder named "Marketing Programs" is migrated from the source, and a folder with the same name exists on the target, when this option is selected a new folder will be created on the target called "Marketing Programs_1" and the contents of the folder will be migrated into this new folder.

4.Select the Content type options to use when setting the content type for any files that are migrated to SharePoint.  Use the information in the following table for guidance.

If you want to ...

Then ...

use the default SharePoint content type for any migrated files

select Use default content type

specify the content type that should be associated with folders when migrating content.

·Select Use custom content type

AND

·Either:

§select an available content type from the drop-down

OR

§click [Edit Field Mappings] and specify your own target content type using the procedure for Mapping Field Types.

5.Select the appropriate File Rename options.  Use the information in the following table for guidance.

If you want to ...

Then ...

all of the files from the source to be migrated to the target with the same file names that they currently use

select Do not rename files.

files from the source to be given new file names on the target

·Select Rename files using column

AND

·Select a data column from the drop down  whose values will be used as the new file name when migrated to SharePoint.

NOTE:  When selected, any values in the specified column for each item will be used as the new filename when migrated to SharePoint.  (These values may be populated using one of the options for editing properties when Preparing for Your Migration.)

 

6.If you initiated the migration at the file (not folder level and are going to migrate content using the Azure SPO Migration Pipeline, which provides higher migration speeds compared to non-Azure migration actions, check the Use Azure/SPO Container Office 365 Upload box.

NOTE:  Enable this option only if you are certain that the target environment is set up to use the Azure pipeline.

One of two methods will be used to migrate using the Azure SPO Migration Pipeline:

§If you have not manually set up and configured your own Azure containers, Metalogix Content Matrix will use Azure Shared Containers, which requires that the content (and its manifest) be encrypted.  Therefore, to use this method, the Encrypt Azure/SPO Container Jobs box must also be checked.

§If you have manually set up and configured your own Azure containers, Metalogix Content Matrix will continue to use the manual configuration method until it no longer detects the changes made for the manual setup.  (When using this method, Encrypt Azure/SPO Container jobs, which will encrypt both data and associated manifest) is optional.

For information about manually setting up and configuring Azure containers, see the Metalogix Content Matrix Performance Optimization Guide Including Powershell PDF document included in the installation ZIP file.  

The Azure SPO Migration Pipeline does not support migration to document sets. This option will be disabled if a Migration to Document Set option is selected on the Target Hierarchy tab.

If you are copying files as part of a folder migration, this option will instead appear in the Folder Options tab of the configuration dialog. This option only appears in the File Options tab for the Paste Files action.

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