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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

Setting Up Distributed Migration Manually

(Alternatively, you can use the Wizard to set up Distributed Migration.)

Before setting up Distributed Migration:

Make sure your Controller (Host) machine, Agent Database, and Agent machines meet Distributed Migration System Requirements.

Manual Distributed Migration Setup Tasks

To manually set up distributed migration, you must perform the following tasks

A.Install X.509 Certificates for use with Remote Agents on all machines.

B.Open the Metalogix Content Matrix Console application on your Controller (Host) machine, and perform the following:

§Create/Connect to the Agent Database.

§Add Agents.

Installing an X.509 Security Certificate for Remote Agents

An X.509 certificate must be created and then installed on all machines in the Distributed Migration model, and the same certificate must be copied and installed on every Agent that participates in the distributed migration model.

Following is an example of how to install an X.509 security certificate, specifically for use with the Distributed Migration model Controller and Agent machines. It covers how to install a certificate and provides one method for creating certificates.  

Please contact your IT administrator for assistance with the installation of a certificate signed by a certificate authority.

To install an X.509 Certificate for use with Distributed Migration:

1.Log into the (Controller or Agent) machine as the Windows administrator.

2.Double-click the certificate file that you want to install.

The Certificate Import Wizard opens.


3.Keep the default selection and click [Next].


4.Verify the file shown in the [File name] field. Click [Next].


5.Specify the password. (Keep the default settings as they are.)  Click [Next].


6.Keep the default settings as they are. Click [Next].


7.Click [Finish]. (You will then be prompted to confirm the installation.)

The certificate is installed on the machine. To install the certificate on agent machines, log in to the agent machines as the windows administrator, copy the certificate to the agent machine and repeat these instructions.

Creating an X.509 Security Certificate for Distributed Migration

There are multiple ways to create an X.509 Certificate. It is usually recommended to talk to your System Administrator/IT administrator or Security specialist in order to get one created for you. However, if you need to create one yourself, below are some basic steps to generate a basic certificate that will work with your Distributed Migration deployment.

The following instructions can help you generate a self-signed certificate for test purposes only. Please contact your IT administrator for assistance with the creation and installation of certificate signed by a certificate authority.

1.From the Controller machine Start menu, search for Internet Information Services (IIS) Manager and open it.

2.In the Connections pane on the left-hand side, click on the server name.

3.In Features pane, double-click Server Certificates in the IIS section.

4.In the Actions pane on the right-hand side, click Create Self-Signed Certificate. The Create Self-Signed Certificate dialog appears.

Create Self Signed Certificate

5.In the Specify a friendly name for the certificate field enter a desired name.

6.Click [OK].

7.In the Server Certificates list, select the certificate you just created, and right-click to display the actions menu.

Server Certificates

8.In the Export Certificate dialog, enter the location in the Export to field. Enter and confirm a password in the password fields.

Export Certificate

9.Click [OK]. The certificate file is exported to the specified location.

In addition to the above steps there are some alternative methods that can also be used to create certificates. Some examples can be found at the following locations:



Agent Databases for Distributed Migration

Following are instructions for manually creating an Agent Database for use with the Distributed Migration feature, as well as how to connect to an Agent Database.

To create and/or connect to an Agent Database

1.From the Controller machine, in the Jobs List section of the Metalogix Content Matrix Console, choose File > Connect to Agent Database to display the Connect to Agent Database dialog.

2.In the SQL Server field, enter name of the SQL server. You can manually enter the name or IP address of the SQL server.

Alternatively, you can click [Browse] to open the SQL Server Browser dialog, and select from any of the listed servers.

Connect to Agent Database

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

If ….

Then …

You are configuring Distributed Migration for the first time and need to create the Agent database

A.Click [Browse] to open the Database Browser dialog.


B.Click New Database to display the Create New Database dialog.

C.In the Name field, enter the name you want to use for the Agent Database, and click [OK]. The new Database will be added to the list. Select this Database and click [OK].


D.Click [OK] to create the database and redisplay the Connect to Agent Database dialog.

the Agent database already exists


·Manually enter the SQL Database Name


·Click [Browse] to open the Database Browser dialog and select the Agent database from the list.

4.Select the appropriate Authentication option.  Use the information in the following table for guidance.

If you want to …

Then …

use the default Windows authentication method of the currently logged in user

select Use Current Windows User.

use the database authentication to validate the user

Use SQL Server Login.

NOTE:  This is the recommended option, and should be used when the Agent database is on another server and the Windows authentication for that server is not the same as the current user's credentials.

Clicking the Remember my password check-box will allow Metalogix Content Matrix to remember the password for this SQL Server Authentication account.

5.Click Connect to establish the connection to the Agent Database.

NOTE:  If you are logged into Metalogix Content Matrix with the default settings, you are probably connected to the SQL CE repository. If you subsequently establish a connection to an Agent Database that is based on SQL Server, then you will be prompted with a message asking if you want to copy the configuration settings (application, environment, and user settings) to the Agent Database.


6.Click Yes to continue with the copy process. This is a recommended step. Alternatively, click No to prevent the copy.

Every time you switch to the Agent database or move from an Agent Database back to SQL CE, you will see the message box to copy configuration settings.

§Message when you connect from an Agent Database to SQL CE:


§Message when you connect from one Agent Database to another Agent Database:


§If you have agreed to copy the configuration settings, a confirmation dialog appears:

7.Click [OK] to complete the process. Then close and restart the Metalogix Content Matrix Console.

When you restart the Metalogix Content Matrix Console, verify that the Job List section is displaying the details of the Agent Database, and the Manage Agents and Manage Queue buttons are enabled in the Metalogix Content Matrix Console ribbon.

Jobs List Agent Database

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