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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

Mapping Field Types

You can create field type mappings for files and folders that are being migrated from a File Share to SharePoint when you click the [Edit Field Mappings] button from the Folder Options or File Options dialog.  Mappings are applied to a specific content type on the SharePoint target, which is determined within the migration's configuration options.

NOTE:  Mappings are saved as a separate .MLM files, and the mappings are specific to the particular mapping dialog (Field Types, Users, or Permissions.) they were saved from.

To configure field type mappings:

NOTE: Metalogix Content Matrix supports one-to-one field type mappings between source and target.

FS Field Type Mappings

1.From the File drop-down at the top of the Source Fields to Content Type Fields dialog, choose the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then...

load mappings from a previously-saved Metalogix Mapping setting (.MLM) file

·choose File > Load.

AND

·Navigate to and open the mapping file to populate the Mappings dialog

create new mappings

go to the next step.

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

NOTE:  You can Filter items in each window to narrow displayed lists.

If you want to ...

Then...

manually map each individual source field to a target SharePoint column

·From the left (File System) window, select the Item that you want to map.

·From the right (SharePoint Column) window, select an available Item (for the specified Content Type).

·Click the Map icon.

have Metalogix Content Matrix automatically map source fields to target SharePoint columns

·From the left (File System) window, select the Item(s) that you want to map.

·Click the Auto icon.

create a new column on the target for any fields that are selected on the source side

·From the left (File System) window, select the Item that you want to map.

·Click the Target icon to display the New Mapping Target dialog.

·Select whether you want the mapping to be a List Column or Site Column, enter a name for the column, and choose a column type from the Group drop-down

NOTE:  These mappings will display in blue in the right (SharePoint Column) window.

The mappings you create will display in the bottom window.  (Note that you can also Unmap individually-selected mappings in the bottom window or Clear all mappings from the bottom window.

3.To save the mappings in the dialog as a Metalogix Mapping setting (.MLM) file, choose File > Save.

4.Click [OK] once all desired mappings have been made and return to the Configuration Options dialog.

Permissions Options

With respect to SharePoint migrations, it is important to keep in mind that there are three different aspects of permissions to be considered:

·Roles - These are also known as permission levels, and are a collection or rights that can be assigned. In SharePoint it is possible to create custom permission levels (or custom roles).

·Securable Objects - These are basically permissions or rights that can be assigned to an object in SharePoint. Only users or groups that have the same level of permissions or higher can access the content holding these permissions.

·Principals - These are permission roles that are assigned to a user or group. In order for a user or group to have access to a securable object, they would need to have the same permission rights or higher as the permissions on the object. Users can also have access to secured object if they are a part of a group that has access through its assigned permission level.

Metalogix Content Matrix can migrate the Principals, but is currently unable to migrate SharePoint Roles or Securable Objects.

In the migration process Metalogix Content Matrix does not actually create any permissions, but instead it maps the roles between the File Share source and the SharePoint target using it's Permissions Mapping dialog. Any permissions that are not included in permissions mapping will not be migrated to the SharePoint target environment.

NOTE:  If you want to use a custom role on the target you must add it to the target before migrating permissions. However, this does not guarantee that it will be used. If another role on the target has a closer match with the permission from the source, it will be used instead.

To configure Permissions Options:

FS Permissions Options

1.To enable all user and permissions migration options, including the ability to edit users and any user mappings that have been configured, check the Migrate users using explicit user mappings box.

2.If you want to explicitly map source users to users in the target SharePoint object, click [Edit Users] and follow the instructions for Mapping Users.

3.If you want to explicitly  map source file system roles and the target SharePoint permissions:

a)Check the Migrate permissions using explicit permission mapping box, and:

b) Select the applicable option.  Use the information in the following table for guidance.

If you want to ...

Select ...

use all Permissions mappings that you define, regardless of if there is any overlap with permissions that already exist om the target

Migrate permissions using explicit permission mappings.

have an "optimization algorithm" run against user roles on the source and target and apply the least number of permissions necessary to map all users from the source

Optimize permissions mappings to most concise permissions set.

c)Click [Edit Permissions] and follow the instructions for Mapping Permissions.

4.If, as an alternative to explicit  mapping, you want want Metalogix Content Matrix to  compare user rights/permissions on the source with the available permissions on the target, and use an "estimation algorithm" to map the source user rights to the appropriate permission on the target, check the Migrate permissions auto-mappings box.

Mapping Users

You can set user and group mappings for migrating content when you click the [Edit Users] button from the Permissions Options tab. This allows you  to preserve authorship metadata as well as help integrate the File Share users with the SharePoint permissions model. In some cases it is possible for users to be automatically imported into the SharePoint environment, however, this is only possible if the File Share source and the target SharePoint environment are working from the same Active Directory (AD). If this is not the case, then users would need to be mapped into SharePoint user accounts on the target, and these accounts must already exist in order for them to be mapped from the source.

NOTE:  If the Author or Editor of any file to be migrated is Builtin\Administrators or BuiltIn\Users, you must explicitly map the account to a user account in SharePoint for permissions to be applied on the target. (There is no SharePoint equivalent to a BuiltIn account, so if it is not explicitly mapped it will not be recognized as a valid user and permissions will not be applied.)

All user mappings are globally set, so once a mapping is created it will always be used unless removed.

NOTE:  Mappings are saved as a separate .MLM files, and the mappings are specific to the particular mapping dialog (Field Types, Users, or Permissions.) they were saved from.

To map users:

NOTE: Metalogix Content Matrix supports many-to-one user mappings between source and target.

FS User Mappings

1.From the File drop-down at the top of the Active Directory Principal to SharePoint Principal Mappings dialog, choose the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then...

load mappings from a previously-saved Metalogix Mapping setting (.MLM) file

·choose File > Load.

AND

·Navigate to and open the mapping file to populate the Mappings dialog.

save the mappings in the dialog as a Metalogix Mapping setting (.MLM) file.

choose File > Save.

set the current permission mappings in the dialog as the default permission mapping (regardless of the source/target connections being used)

choose File > Use as Current Default.

NOTE:  the mappings that display in the dialog are saved to the local machine, so they are persistent whenever the application restarts.

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

NOTE:  You can Filter items in each window to narrow displayed lists.

If you want to ...

Then...

manually map individual users or groups on the source to a target SharePoint user or group

·From the source list, select the Item(s) that you want to map.

·From the target list, select a target Item.

·Click the Map icon.

have Metalogix Content Matrix automatically map source users/groups to target SharePoint users/groups

·From the source list, select the Item(s) that you want to map.

·Click the Auto icon.

NOTE:  Metalogix Content Matrix will only map users automatically if the source and target side names match, or if the emails match, and the source and target environments are using the same AD.

The mappings you create will display in the bottom window.  (Note that you can also Unmap individually-selected mappings in the bottom window or or Clear all mappings from the bottom window.

3.Click [OK] once all desired mappings have been made and return to the Configuration Options dialog.

Mapping Permissions

You can map File Share roles into SharePoint permissions when you click the [Edit Permissions] button from the Permissions Options tab.  Any Allow Rights or Deny Rights permissions on the source can be mapped to SharePoint permissions on the target, provided the user or group with the permissions has been mapped and exists in the SharePoint environment. Metalogix Content Matrix does not create any SharePoint permission levels, and can only map roles into existing permissions.

Role mapping (permissions mapping) is only available if user mapping is enabled.

NOTE:  Mappings are saved as a separate .MLM files, and the mappings are specific to the particular mapping dialog (Field Types, Users, or Permissions.) they were saved from.

To map permissions:

NOTE: Metalogix Content Matrix supports many-to-one permissions mappings between source and target.

FS Permissions Mappings

1.From the File drop-down at the top of the File System Rights to SharePoint Role Mappings dialog, choose the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then...

load mappings from a previously-saved Metalogix Mapping setting (.MLM) file

·choose File > Load.

AND

·Navigate to and open the mapping file to populate the Mappings dialog.

save the mappings in the dialog as a Metalogix Mapping setting (.MLM) file.

choose File > Save.

set the current permission mappings in the dialog as the default permission mapping (regardless of the source/target connections being used)

choose File > Use as Current Default.

NOTE:  the mappings that display in the dialog are saved to the local machine, so they are persistent whenever the application restarts.

2.Map source roles to SharePoint permissions as follows:

·From the left (File System) window, select the Item(s) that you want to map.

·From the right (SharePoint) window, select an available Item).

·Click the Map icon.

NOTE:  You can Filter items in each window to narrow displayed lists.

The mappings you create will display in the bottom window.  (Note that you can also Unmap individually-selected mappings in the bottom window or Clear all mappings from the bottom window.

3.Click [OK] once all desired mappings have been made and return to the Configuration Options dialog.

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