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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

Before Configuring Migration Actions to Run as Scheduled Tasks

·Any system that runs the PowerShell script for the scheduled task must have all of the Metalogix PowerShell snap-ins and plug-ins installed and configured for use on the PowerShell console that will run the scripts. If these are not configured the scripts will fail to run, and the migration will fail.

·It is recommended that the connections to the source and target environments have the Remember my password check-box selected. This is to ensure that the PowerShell scripts will be able to establish a connection to both the source and target environments when they are being run. If a password is required and this check-box is not set, the migration will fail. However, users can manually enter this value into the PowerShell script itself if the option was not checked when the script was first generated.

Note: The migration job used to create a scheduled task can either be a job that has previously been run or it can be a job that was saved.

Initiating a Scheduled Task

1.Select the newly added migration job in the Job List section.

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

If you want to create a scheduled task …

Then …

Through the Metalogix Content Matrix Console UI

Either:

§Click the [Schedule Task] button in the Job List menu options

OR

§Right-click and choose Schedule Task.

Directly in the Windows Task Scheduler

Either:

§Click the [Generate PowerShell Script] button in the Job List menu options

OR

§Right-click and choose Generate PowerShell Script.

3.Choose the appropriate option from the sub-menu to specify the security method that will be used when generating the PowerShell script to run the scheduled task. Use the information in the following table for guidance.

If you want to generate a PowerShell script for scheduling …

Choose …

that can be used only by the currently logged in User Account on the machine it is generated on

For Current User and Machine.

NOTE:  Any PowerShell scripts that are generated for scheduling through this option can only be run by the logged in user on the machine they were generated on.

that can be used by any User account on the machine it is generated on

For Local Machine.

that can be used by any User account on any machine that has the certificate that is specified when the script is created

For Certificate.

When you save the PowerShell script using this method you will be prompted to select a security certificate that exist on that machine. The selected certificate will be required on any system that attempts to run the script at a later date.

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4.Use the information in the table below to determine the appropriate action to take based on the option you chose.

If you chose …

Then …

Schedule Task

 When prompted, save the PowerShell script to a desired location; by default:

·For scripts generated using the For Current User and Machine option - <Drive>:\Users\<Username>\Documents\Metalogix\PowerShell.

·For scripts generated using the For Current Machine or For Certificate options - <Drive>:\ProgramData\Metalogix\PowerShell

Generate Powershell Script

a Notepad file containing the PowerShell script opens.

Save this file to the location from where you want the script to run, and give it an appropriate name (being sure to keep the ".ps1" extension).

Continue with the procedure for Scheduling a Migration Job via the Windows Task Scheduler.

.

Scheduling a Migration Job via the Content Matrix UI

If you chose the Schedule Task option (that is, to schedule a migration job via the UI), once PowerShell script has been saved the Create Task Wizard dialog opens, allowing you to start configuring the scheduling for the migration task.

1.Complete the Create Task Wizard as follows:

a)Enter a desired name for the scheduled task in the Task Name field.

The Description section displays some additional details about migration action, such as the source and target locations.

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Click [Next].

Set the Trigger for the scheduled task. Use the information in the following table for guidance.

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If you want the scheduled job to run …

Select …

at the same time every day

Daily.

whenever a specific system event is logged

When a specific event is logged.

on specified days during specified months

Monthly.

one time only at a specific date/time

One Time.

on one or more specified days on the week

Weekly.

2.Click [Next].

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

If you selected …

Then …

Daily

·Select a Start date and time, and

·For Recur every….days, select the interval at which you want the job to run.

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When a specific event is logged

·Select the Log from which you want Metalogix Content Matrix to search for the event.

·Select the Source program, application, or service from which the Logs are filed.

·Enter the specific Event ID used trigger the scheduled task.

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Monthly

 

·Select a Start date and time.

·From the Months drop-down, use the checkboxes to select/deselect the months during which you want the scheduled task to run.

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·Select the appropriate option:

§If you want the scheduled task to run on specific calendar days, select the Days radio button, and from the drop-down use the checkboxes to select/deselect the days when you want the scheduled task to run.

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§If you want the scheduled task to run on specific days of the week, select the On radio button, and from the drop-downs select the frequency and week day(s).

 

For example, if first, third and last are selected in the first drop down menu, and Monday and Thursday are selected in the second drop down menu. the scheduled task will be run on the first, third, and last Monday of the month, as well as the first, third, and last Thursday of the month.

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One Time

Select a Start date and time.

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Weekly

·Select a Start date and time.

·For Recur every n weeks on:

§Specify how often the scheduled task should occur.

For example, if the value is set to 5 then the scheduled task will run on every fifth week. If the value is set to 2 then the task will be run every other (every second) week.

§Check each day of the week on which you want the task to run.

For example, if the Recur every value is set to "3" and the day is set to "Wednesday", then on every third week the scheduled task will be run on Wednesday at the entered value for the start time. If the recur value is set to "1" and both "Wednesday" and "Sunday" have been selected, then the scheduled task will be run on Sunday and Wednesday of every week.

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A Summary of the scheduled task displays. If the summary looks correct, click the Finish button to complete the scheduling of the migration task. The task will now be added in the Windows Task Scheduler under a Metalogix folder.  (You may need to Refresh the Windows Task Scheduler dialog before the scheduled tasks will be displayed.)

Viewing the scheduled task, making any modifications or deleting the task itself must be done from within the Windows Task Scheduler, which can be accessed via the Metalogix Content Matrix Console’s Jobs List section Scheduled Task >

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After a scheduled task has been run, a new entry for the migration will be added into the  Job List section.

Scheduling a Migration Job via the Windows Task Scheduler

If you chose the Generate PowerShell Script option (that is, to configure the migration job directly in the Windows Task Scheduler) and saved the PowerShell script to the location of your choice, follow the steps below.

1.On the system where the scheduled task will run, open the Windows Task Scheduler.

2.Choose Actions > Create Task.

3.Enter a task Name and Description.

4.In the General tab, go to Security options and specify the user account that the task should be run under. Change the settings so the task will run regardless of whether the user is logged in.

5.Select the Triggers tab, and click [New] to add a new trigger for the scheduled task. This new task should use the On a schedule option. The start date can be set to a desired time, and the frequency and duration of the task can be set based on your specific needs. Click [OK] when your desired settings are entered.

6.Select the Actions tab and click [New] to set the action for this task to run. Set the Action to Start a program.

7.In the Program/script box enter "PowerShell."

8.In the Add arguments (optional) box enter the value ".\[Your PowerShell Script Name]." For example, if your PowerShell Script is named "Migration1.ps1" then you would enter ".\Migration1.ps1" as the value.

9.In the Start in (optional) box, add the location of the folder that contains your PowerShell script.

NOTE:  The location used in the Start in box will also be used for storing the scheduled task run times, the job history for the copies, and any additional logging that may occur.

10.When all the desired settings are made, click [OK].

11.Next, set any other desired settings in the Conditions and Settings tabs. You can also set up additional actions, such as emailing an Administrator each time the script is run.

12.Once all the desired actions have been made (or added), click [OK].

The task will be immediately set, and is ready to run.

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