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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

Manually Configuring Proxy Settings

If, for some reason, Metalogix Content Matrix cannot connect through a proxy, then the proxy settings can be configured through the Metalogix Content Matrix UI. If you are not able to configure the proxy settings through the product's UI for some reason, it can be configured manually. The below directions should help you manually configure some explicit proxy settings, enabling the product to work with your proxy.

To manually configure proxy settings:

1.Open the Metalogix Content Matrix Console and add a connection to the desired SharePoint location.

2.After a connection has been added, close Metalogix Content Matrix.

3.Open the ActiveConnections.xml file, which can be found in one of the following locations, in a text editor:

§Microsoft Vista/Windows 7/Windows8/Windows 10 based systems - <DRIVE>:\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - <Product> Edition

§Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP) - <DRIVE>:\Documents and Settings\<USER>\Application Data\Metalogix\Metalogix Content Matrix Console - <Product> Edition

Within the XML file there is a <Connection /> XML element for each added connection. In order for proxy settings to be added to a connection, another element needs to be added inside the connection XML. The added element should be named Proxy, and it should have an attribute named Url. The value for this Url attribute should be the actual URL for the proxy that will be used.

For example, if we are trying to add a proxy connection to the following node:

<Connection NodeType="Metalogix.SharePoint.SPWeb, Metalogix.SharePoint, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b240fac3e39fc03" AdapterType="WS" Url=http://SharePoint2010 />

We would add: <Proxy Url="http://metalogixproxy:8000/" />. So the end result would be:

<Connection NodeType="Metalogix.SharePoint.SPWeb, Metalogix.SharePoint, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b240fac3e39fc03" AdapterType="WS" Url="http://SharePoint2010">

<Proxy Url="http://metalogixproxy:8000/" />

</Connection>

If the proxy connection requires a user name and password that differ from your normal logged in Windows credentials, then these can also be specified in the Proxy element. The attribute UserName can be used to enter a user name (in domain\user format), and an attribute named Password can be used to enter the password value.

In this case the Proxy value <Proxy Url="http://metalogixproxy:8000/" /> would become:

<Proxy Url="http://metalogixproxy:8000/" UserName="DOMAIN\ProxyUser" Password="ProxyPassword" />

4.After these values have been entered to the desired connection, save and close the ActiveConnections.xml file.

5.Re-launch Metalogix Content Matrix.

The connection using the proxy should now be configured, and the connection should be established and working.

Restricting Available Actions and Suppressing Events

Metalogix Content Matrix provides you with the ability to control what actions are available to the client application through configuring on the SharePoint server. Product behaviors can be restricted along three dimensions:

·Available actions

·Unrestricted users

·Suppressed events

Configuring the behavior of the Metalogix Content Matrix client from target SharePoint servers requires that an XML configuration file be added to the target SharePoint server web application directory. The XML file must be named ServerAdapterConfig.xml and placed in the ML folder directory located within the SharePoint hive (this is the same directory where the Metalogix SharePoint Extensions Web Service files are). Below are some examples of the typical directory location of the ML folder, depending on SharePoint product version and configuration:

·SharePoint 2007: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\isapi\ML

·SharePoint 2010: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\isapi\ML

·SharePoint 2013: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\isapi\ML

·SharePoint 2016: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\isapi\ML

ServerAdapterConfig.xml File Format

Below is an example of the simple XML format required for ServerAdapterConfig.xml.

   <ServerAdapterConfig>

     <DisabledActions>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteAction</Action>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction</Action>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteLists</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.CopyRoleAssignmentsAction</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.PasteFolderAction</Action>

     </DisabledActions>

     <ExemptUsers>

       <User>METALOGIX\geordie</User>

       <User>METALOGIX\julien</User>

     </ExemptUsers>

     <SuppressEvents>False</SuppressEvents>

   </ServerAdapterConfig>

There are three main sections within the root ServerAdapterConfig section of this XML:

·DisabledActions: This section defines the set of actions that cannot be run on the client.  See Actions That Can Be Disabled on the Server Side for a complete list.

·ExemptUsers: This section defines the set of users by user name who are exempt from any DisabledActions. In other words, a user in the ExemptUsers is not subject to any restrictions imposed on Metalogix Content Matrix clients by the DisableActions section.

·SuppressEvents: This section defines if any of SharePoint's event receivers are suppressed/disabled during a migration and then restarted once the action is complete. The value for this section is set to "True" by default, but can be manually configured if want event suppression to be disabled. Suppression of event receivers allows Metalogix Content Matrix to avoid any potential concurrency issues when migrating (mainly with regards to workflows).

Actions That Can Be Disabled on the Server Side

Many of the SharePoint related actions available in the Metalogix Content Matrix Console can be disabled on the server side. The table below lists the complete set of client actions that can be disabled from the server and provides the format of the action name required in the DisabledActions section of the ServerAdapaterCongifuration.xml file.

NOTE: When an action that is available via the client UI is disabled on the server, it will be visible in client menus but disabled.

Action

Configuration File Format

Change Global Navigation Settings

Metalogix.SharePoint.Actions.Administration.ChangeGlobalNavigationAction

Change Quick Launch

Metalogix.SharePoint.Actions.Administration.ChangeQuickLaunchAction

Create Folder

Metalogix.SharePoint.Actions.Administration.CreateFolderAction

Create List

Metalogix.SharePoint.Actions.Administration.CreateListAction

Create List From XML

Metalogix.SharePoint.Actions.Administration.CreateListFromXMLAction

Create Site

Metalogix.SharePoint.Actions.Administration.CreateSiteAction

Create Site Collection

Metalogix.SharePoint.Actions.Administration.CreateSiteCollection

Create Site Collection in Self-Service Mode

Metalogix.SharePoint.Actions.Administration.CreateSiteCollectionSelfServiceMode

Delete Discussion Item

Metalogix.SharePoint.Actions.Administration.DeleteDiscussionItem

Delete Item

Metalogix.SharePoint.Actions.Administration.DeleteFolder

Delete List

Metalogix.SharePoint.Actions.Administration.DeleteItem

Delete Site

Metalogix.SharePoint.Actions.Administration.DeleteList

Delete Site Collection

Metalogix.SharePoint.Actions.Administration.DeleteSite

Export Doc Items

Metalogix.SharePoint.Actions.Administration.DeleteSiteCollection

Publish Documents and Pages

Metalogix.SharePoint.Actions.Administration.PublishDocumentsandPagesAction

Update Site Collection Settings

Metalogix.SharePoint.Actions.Administration.UpdateSiteCollectionSettingsAction

Add Role Assignments

Metalogix.SharePoint.Actions.Migration.AddRoleAssignmentsAction

Copy Folder Permissions

Metalogix.SharePoint.Actions.Migration.CopyFolderPermissions

Copy Item Alerts

Metalogix.SharePoint.Actions.Migration.CopyItemAlertsAction

Copy List Alerts

Metalogix.SharePoint.Actions.Migration.CopyListAlertsAction

Copy List Permissions

Metalogix.SharePoint.Actions.Migration.CopyListPermissions

Copy List Role Assignments

Metalogix.SharePoint.Actions.Migration.CopyListRoleAssignments

Paste Web Parts

Metalogix.SharePoint.Actions.Migration.CopyWebPartsAction

Paste Master Page Gallery

Metalogix.SharePoint.Actions.Migration.CopyMasterPageGalleryAction

Paste Content Types

Metalogix.SharePoint.Actions.Migration.CopySiteContentTypesAction

Paste All Subsites

Metalogix.SharePoint.Actions.Migration.CopySubSitesAction

Copy Web Alerts

Metalogix.SharePoint.Actions.Migration.CopyWebAlertsAction

Copy Web Permissions

Metalogix.SharePoint.Actions.Migration.CopyWebPermissions

Paste Workflow Associations

Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction

Paste All List Items

Metalogix.SharePoint.Actions.Migration.PasteAllListItemsAction

Paste All List Items into Items View

Metalogix.SharePoint.Actions.Migration.PasteAllListItemsIntoItemsViewAction

Paste Audiences

Metalogix.SharePoint.Actions.Migration.PasteAudiencesAction

Paste Default Web Part Page

Metalogix.SharePoint.Actions.Migration.PasteDefaultWebPartPageAction

Paste Duplicate List

Metalogix.SharePoint.Actions.Migration.PasteDuplicateListAction

Paste Duplicate Site

Metalogix.SharePoint.Actions.Migration.PasteDuplicateSiteAction

Paste Folder

Metalogix.SharePoint.Actions.Migration.PasteFolderAction

Paste List

Metalogix.SharePoint.Actions.Migration.PasteListAction

Paste List as Folder

Metalogix.SharePoint.Actions.Migration.PasteListAsFolderAction

Paste List Email Notifications

Metalogix.SharePoint.Actions.Migration.PasteListEmailNotificationAction

Paste List Item

Metalogix.SharePoint.Actions.Migration.PasteListItemAction

Paste List Item into Items View

Metalogix.SharePoint.Actions.Migration.PasteListItemIntoItemsViewAction

Paste My Sites

Metalogix.SharePoint.Actions.Migration.PasteMySitesAction

Paste Navigation

Metalogix.SharePoint.Actions.Migration.PasteNavigationAction

Paste Roles

Metalogix.SharePoint.Actions.Migration.PasteRolesAction

Paste Site

Metalogix.SharePoint.Actions.Migration.PasteSiteAction

Paste Site Collection

Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction

Paste Site Collection in Self Service Mode

Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionSelfServiceAction

Paste Site Content

Metalogix.SharePoint.Actions.Migration.PasteSiteContentAction

Paste Site Lists

Metalogix.SharePoint.Actions.Migration.PasteSiteLists

Remove Role Assignments

Metalogix.SharePoint.Actions.Migration.RemoveRoleAssignmentAction

Event Suppression

Metalogix.SharePoint.Actions.Migration.SuppressEvents

Note that many of the above listed actions are used by other actions. When a given action is enabled, but one or more of its sub-action is disabled, the sub-actions will not run. When a user attempts to run an action for which sub-actions are disabled, they will be notified with a dialog similar to the following:

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