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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

Target Hierarchy Options

The Target Hierarchy Options tab lets you specify the hierarchical structure of migrated content on the target SharePoint environment.  

To configure Target Hierarchy - Subset options:

FS Target Hierarchy Options Sub-Site

NOTE:  This option is only available when migrating File Share content as a SharePoint site.

1.If you want to migrate source files into SharePoint subsites based on specified value, select the appropriate option(s).  

If you want to ...

Then ...

migrate source content into SharePoint sub-sites based on the source File Share's folder structure

select Migrate files to sub-site based on Source directory structure.

If you also want Metalogix Content Matrix to use the configured permissions migration settings that have been set in the Permissions Options tab, check the Copy permissions (based on configuration in Permissionst ab) box.

create a SharePoint site and sub-site structure based on values in a selected source column

·select Migrate files to sub-site based on path in column

AND

·select from the available list of columns in the drop-down.

2.Select the appropriate Set new template option.  Use the information in the following table for guidance.

If you want to ...

Then ...

use the same site template whenever a new SharePoint site is created

·select All as:

AND

·select from the list of available SharePoint site templates from the drop-down.

base the site template that is used on the value in a selected source column

·select From column

AND

·select from the available list of columns in the drop-down.

NOTE: If the target hierarchy is being configured as a separate action (that is, via the Paste Hierarchy option), you will also have the option to enable Azure/SPO Container options. For a full migration, these options are available as either Folder Options or File Options.

To configure Target Hierarchy - Document Library options:

FS Target Hierarchy Options Document Library

1.For Migrate to Document Set, select how you want to  migrate File System content into SharePoint Document Sets.  Use the information in the following table for guidance.

NOTES:  

§ If you have chosen to Use Azure/SPO Container Office 365 Upload on either the Folder Options or File Options tab, most of the options on the Document Library tab ill be disabled, as the actions are not supported.  See Objects Supported by the Azure Pipeline.

§Please see Microsoft's Document Sets planning page for more basic details on document sets.

If you want  to ...

Then ...

prevent Content Matrtix from migrating documents into Document Sets

select Do not migrate files t document sets.

migrate content into SharePoint Document Sets based on a specified file name

·select Migrate to Document Set based on name in text:

AND

·enter the name  you want to use for the Document Set.

migrate source content into SharePoint Document Sets based on the vales in a specified column

·select Migrate to Document Set based on name in column.

AND

·select from the available list of columns in the drop-down.

flatten the hierarchical structure of source content and convert it to a Document Set

select Flatten folder hierarchy and convert to Document Set.

2.For Migrate to Sub-Folders, select how you want File Share content to be migrated into sub-folders in a SharePoint document library.  Use the information in the following table for guidance.

If you want to ...

Then ...

migrate all files into the document library on the target without creating any sub-folder structure

select Do not use folder structure

NOTE:  When this option is selected, all files will be migrated to the root of the library, even if there is an additional folder structure on the source.

migrates any sub-folders into a SharePoint document library based on the existing folder structure in the source File Share

select Migrate files to sub-folder based on source directory structure.

If you also want to migrate permissions to this new hierarchy structure based on options set in the Permissions Options tab, check the Copy permissions (based on configuration in Permissions tab) box.

migrate files and folders into a SharePoint document library follow a folder structure path that is determined by a specified column

·select Migrate files to sub-folders based on path in column

AND

·select from the available list of columns in the drop-down.

3.For Document Library - Set document library name from:, select which SharePoint document libraries the source contents (files and folders) will be migrated into on the target SharePoint instance.  Use the information in the following table for guidance.

NOTE:  These options are only available when migrating content as a SharePoint site or document library.

If you want to ...

Then ...

create a single SharePoint document library based on a specified text value

·select Text field:

AND

·if different from the default (Documents) enter a text you want to use for the library name.

create a SharePoint document library and name it based on the name of the source root directory/folder

(For example, if a source folder for the migration is named "Root1" and this folder contains two sub folders ("Child1" and "Child2"), then when this option is selected, the top level migrated site ("Root1") will have a document library called "Root1," and each sub-site will have a document library named after their source folders. In other words, the site "Child1" will have a document library called "Child1" and the site "Child2" will have a document library called "Child2.")

·select Source root directory name.

NOTE:  This option is only available when migrating content as a document library, or if pasting hierarchy.

create a SharePoint document library that uses the same name as the source folder containing the documents

select Source leaf directory name.

will create SharePoint document libraries based on a value in a selected column

·select Value in column

AND

·select from the list of available columns in the drop-down.

Filter Options

In Metalogix Content Matrix, filters can be set and applied to items within the scope of a migration. Metalogix Content Matrix uses inclusive filters, and these can be added and applied to any level of a migration. Any filters that are set in a migration will be applied to all items within the scope of the migration. Multiple filters can be applied to each level of a migration.You can apply two types of filters:

·File Metadata Filters, and

·Custom Metadata Filters.

Any filters that are set on this tab will override any existing root node filters for the current migration only.

FS Filter Options  

Link Correction Option

If you want to use Link Correction, make sure the Migrate Source Path (for link correction) box is checked.

NOTE:  When you check this box, Metalogix Content Matrix will create a column in the target SharePoint document library containing the source path of the document.

FS Link Correction

Logging Options

Logging Options let you specify the level of detail to include in the migration logs.

FS Logging Options

To configure Logging Options:

1.If you want more detailed logging for the migration action, make sure the Enable verbose logging (may be memory intensive on larger copies) box is checked.

2.If you want to add a warning message to the logging when Metalogix Content Matrix encounters an item that has a created date that more recent than the modified date, make sure the Show warnings for documents with create dates > modified dates box is checked.

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