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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

Content Items

A content item in Metalogix Content Matrix is a reference to a document or other file that is a candidate for migration. With every content item, Metalogix Content Matrix provides a set of data loaded from the source file system, such as file name, size, and created and modified dates, as well as additional metadata set by Metalogix Content Matrix for that item. Metalogix Content Matrix provides a powerful set of editing and analysis tools for content items which can be accessed from the Items View.

FS Item View

Metadata

The metadata for a given item list is a collection of properties, such as "File Name", "MIME Type", and "Title", describing each item in the list. These properties may be both system-defined (cannot be removed by the user), and user-defined. Adding or editing user-defined properties may be achieved using the toolbar buttons on the Items View of the Project Explorer. All of these system-defined file properties can be found listed in the Item Property Sheet, located on the left-hand side of the Items View. The complete set of system-defined properties is described below:

File Description Properties

The file description properties are the commonly used properties describing the file.

Property

Description

Category

A user-editable property that can be used for grouping content items. "Category" is not updated automatically by any of the Metalogix Content Matrix importers.

File Name

The name of the file referenced by the content item. The File Name value is initially derived from the Source URL property, but may be edited independently.

File Size

The size, in bytes, of the file referenced by the content item. "File Size" is automatically updated by both the File System Content Importer, and the Web Content Importer.

Filename Extension

This property is read only, and is calculated by taking all the text after and including the last dot (".") from the File Name property. For example, if the File Name is "foobar.html", the Filename Extension is ".html."

MIME Type

The content type of the file referenced by the content item. For example, text/html, application/msword, application/pdf, etc. "MIME Type" is automatically updated by both the File System Content Importer, and Web Content Importer.

Source Path

The path portion of the Source URL property. For example, if the Source URL is "\\COMPUTER\Users\admin\Documents\file.txt" then the Source Path would be "\Users\admin\Documents\file.txt".

Status

Displays the status from the last action performed. For example, after importing a content item using the CSV content importer, the value will be set to "Imported from CSV".

Template

"Template" is updated by the File System Content Importer, when the "Import Document Metadata" option is checked. For example, in the case of a Microsoft Word document, the value might be set to "Normal.dot". This property may also be user-edited for grouping files, or web pages by layout style.

Title

The title of the file referenced by the content item. In the case of a Microsoft Office document, this property shows the value of the Title field configured from within the MS Office "File > Properties" dialog.

File Location Properties

The File Location Properties describe where the actual file(s) referenced by the content item lives. The Content View can be configured to display the content referenced by any of the Location Properties.

Property

Description

Exported URL

The URL pointing to content that has been migrated. For example, when migrating documents to SharePoint, this property will contain the URL of the document within SharePoint.

Source URL

Contains the full path to the file.

File Origin Properties

The File Origin Properties describe who, when, and how the file was authored. These properties are automatically updated by the File System Content Importer. Some of the properties below are dynamically added by the File System Content Importer.

Property

Description

Application Name

When present, this property describes the application used to author the file. For example, property might contain the value "Microsoft Office Word", or "Microsoft Office Excel."

Author

This property is the current Owner of the file. It is taken from the Owner field of the Microsoft Office "File > Properties" dialog. In some cases, this field my not be available directly under the details tab but can be viewed by going to the Security tab and clicking the Advanced button.

Company

This property is taken from the Company field of the Microsoft Office Properties dialog.

Date Created

The date the file was created. This property is taken from the file system by the File System Content importer.

Date Last Saved

The date the file was last saved. This property is taken from the file system by the File System Content importer.

Last Saved By

The name of the last person to edit the file. This property is taken from the file system by the File System Content importer.

Revision Number

When present, this property reflects the revision number of the document. This property is taken from the statistics tab of the Microsoft Office Properties" dialog.

Item Properties

The item properties are read-only, system managed properties.

Property

Description

Item #

The item number which can be used for identifying the item.

Note: This value is not guaranteed to be unique. A hidden, system-managed GUID is the actual unique identifier of the item.

ItemDateCreated

The time and date the item was created within Metalogix Content Matrix.

ItemDateModified

The time and date the item was modified within Metalogix Content Matrix.

Migration Related Properties

These properties are used during content migration.

Property

Description

Last Migrated On

The time the item was last migrated.

Last Migrated To

The URL where the item was last migrated to. This property is the same as "Exported URL."

Migration Settings

The settings that describe how the content item should be migrated (target location, options, etc.). Clicking on the cell for this property will show a ellipsis ("...") button. Clicking on this button will bring up an editor for configuring these settings.

Migration Status

The current migration status of the item.

Target System

The type of system this item will be migrated to.

Actions

Generally, an action is a set of steps performed on a content item. There are three types of actions in Metalogix Content Matrix, and multiple actions of each type.

·Import Actions - An import action imports content items from a File Share source. Import actions create and update content items under a specific File Share connection node. For example, web crawling is a type of import action.

·Item Actions - An item action acts on an existing content item. For example, search and replace, create report, and load metadata are all item actions.

·Copy/Paste Actions - Copy and Paste actions migrate existing content items to a destination repository. For example, documents can be copied from their source location and pasted to a SharePoint Library.

Content Matrix Console End User Interface

The Metalogix Content Matrix Console User Interface (UI) is simple and easy to use. There are three high level components to the configurable interface:

·Explorer View 1 - At minimum, the interface will always display one Explorer Control, providing multiple ways to view the content for any active connections to source and target environments.

·Explorer View 2 - A second explorer control can be displayed simultaneously. Having two explorers visible allows the user to simultaneously view two different parts of the connected content set. For example, in many cases it makes sense to show a migration source on the left in Explorer Control 1, and a SharePoint migration target on the right in Explorer Control 2.

·Job List - Beneath the Explorer Control windows is a Job list that shows the history of migration jobs and other tasks that have been executed or batched in Content Matrix.

More information on these UI components is provided in the topics that follow.UserInterface_FS

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