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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

Managing Agents

The Metalogix Content Matrix Console that is set up as the controller (or Host), provides a single point of management control with the ability to add, view, edit, update, refresh and remove agents.

To open the Manage Agents dialog:

From the Metalogix Content Matrix Console Jobs List ribbon, click Manage Agents.

Manage Agents SharePoint Ribbon

NOTE:  If the Manage Agents button appears disabled, your Metalogix Content Matrix Console edition is not connected to a configured Agent Database.

Manage Agents Dialog

The Manage Agent dialog presents a toolbar with the following options:

·Add Agent - Allows you to automate the set up and configuration of a Metalogix Content Matrix Agent.

·View Agent - Displays more information about a selected agent such as log history, and other pertinent information.

·Edit Agent - Allows you to change the credentials of a selected Agent.

·Update Agent - Updates the Metalogix Content Matrix Console, license file, and all the mapping files on the selected Agent.

·Refresh Agent - Displays the most recent status of a selected Agent.

·Remove Agent - Deletes the Agent definition from the Agent Database but preserves the application and other files on the Agent machine.

The Manage Agents dialog also displays a list of Metalogix Content Matrix Agents. The information presented in the various columns are as follows:

Column

Description

Agent Name

Name of the physical or virtual machine that is set up as an Agent.

OS Version

The version of the operating system used by the Agent.

Metalogix Content Matrix Version

The version of the Metalogix Content Matrix edition installed on the Agent.

Run As

Down-level logon name to access the Agent. For example, mydomain\administrator

Status

Recent state of the Agent. The status values could be one of the following values:

Available - the Agent is ready to start a new migration job.

Busy - the Agent is running a migration job.

Error - the Agent has encountered a fault condition.

Configuring - the Agent is being set up.

Log Message

The most recent log message. To view the log history and other pertinent information, see Viewing Agent Details.

In addition to the information presented in the columns, you can select an Agent from the list by clicking anywhere on the row. A row selector icon and the highlighted row indicates the selected row. If you right-click the selected row, all actions other than the ability to add an Agent is displayed as a pop-up menu as shown below.

Manage Agents Dialog Right Click Menu

NOTE:  If the Status of the selected row is Busy, then the Edit Agent and Update Agent actions are disabled. If the Status of the selected row is Configuring, then the Edit Agent, Update Agent and Refresh Agent actions are disabled.

Adding an Agent

To add an agent:

1.From the Manage Agents dialog, click Add Agent.

Distributed Migration Add Agent

1.In the Agent Name field, enter the name of the physical or virtual machine to set up as a Metalogix Content Matrix agent.

Alternatively, click [Browse] to open the Agent Browser dialog. You can select from any of the listed computers. The computers that are listed in the Agent Browser dialog are a list of networked computers and not necessarily Metalogix Content Matrix agents. Contact your system administrator if you are not sure which machine should be selected as a candidate agent.

2.In the IP Address field, enter the Internet Protocol identifier of the physical or virtual machine you want to add as an agent.

NOTE:  If the value you entered in the Agent Name field can be resolved successfully, the IP Address field is automatically filled. If you have entered a value in the Agent Name field and the IP Address field manually, and both values resolve to a valid physical or virtual machine, then the value specified in the IP Address field will take precedence.

3.Specify the agent credentials in the Connect As section as follows:

a)In the User Name field enter the down-level logon name of the windows administrator to access the Agent. For example, enter 'mydomain\administrator'.

b)In the Password field, enter the password required for authentication.

NOTE: The agent credentials will be saved to the Windows Vault on the Controller (Host) machine. The credentials will be updated if the agent specifications are edited. For more information, please see Editing an Agent. The agent credentials will be deleted when the agent is removed from Agent Database. For more information, please see Removing an Agent.

4.Click the [Browse] button by the Location field and choose a security certificate (PFX file) to deploy to the Agent.

5.Enter the password for the security certificate in the Password field.

6.Click [Connect].  

This action adds the Agent to the Agent Database and copies the Metalogix Content Matrix installer files, Application Mapping files, and the licensing file to the specified agent. All editions of the Metalogix Content Matrix Console are silently installed and configured on the selected Agent.

The new Agent appears in the list of Agents in the Manage Agents dialog. The Status value is 'Configuring'.

Viewing Agent Details

To view Agent details:

1.From the Manage Agents dialog, select an Agent in the list.

2.Click View Agent.

CONTEN~1_img137Agent Details

The table below describes the information in the Agent Details dialog.:

Field

Description

Agent Name

Name of the physical or virtual machine that is set up as an Agent.

IP Address

The Internet Protocol identifier of the Agent.

OS Version

The version of the operating system used by the Agent.

CM Version

The version of the Metalogix Content Matrix Console installed on the Agent.

Connected As

Down-level logon name used to access the Agent. For example, mydomain\administrator.

Agent Output

List of log messages from the Agent prefixed with a time stamp. The most recent message appears at the top of the list.

Editing an Agent

You can change the account credentials of an Agent via the Edit Agent dialog.

To edit an Agent:

1.From the Manage Agents dialog, select the Agent whose credentials you want to change.

2.Click Edit Agent to display the Edit Agent dialog.

Note that the Agent Name and IP Address fields are read-only and disabled. The [Browse] button is also disabled.

Edit Agent Dialog

3.If necessary, change the User Name and/or Password.

4.Click [Connect] to update the credentials.

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