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Metalogix Content Matrix 8.8 - Public Folder Editon User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Installing the Email Viewer Webpart Connecting to Public Folders Connecting to SharePoint Preparing for Your Migration Configuring Copying Options Saving or Running a Migration Action Log Files Using PowerShell with Content Matrix Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Changing the Managed Metadata Migration Batch Size

In order to better handle operations that include the migration of Managed Metadata having a very large number of terms or keywords, Metalogix Content Matrix separates migration operations into batches. This helps prevent timeouts during migration operations.

The default batch size is 50 terms, but this value can be changed through a parameter in the EnvironmentSettings.xml file.

To change the Managed Metadata Migration Batch Size:

1.Make sure that the Metalogix Content Matrix Console is closed.

2.Navigate to EnvironmentSettings.xml and open the file in a text editor.

By default, this file is located in the following directory: [Drive]:\Users\[User name]\Application Data\Metalogix\Metalogix Content Matrix Console - SharePoint Edition

3.Navigate to the MMDTermsBatchSize entry and change its value to the desired batch size. The value must be a positive integer.

4.Save and close EnvironmentSettings.xml and reopen Metalogix Content Matrix Console.

Configuring Metabase Settings

Metalogix Content Matrix lets you configure the location of the Metabase file, which is a SQL CE (Compact Edition) database file that is used for storing metadata for a specific purpose, for a Console instance.  The  metabase temporarily holds any migrating content's metadata so it can be moved into the target SharePoint instance. This allows for any metadata to be used with other features, such as Transformers.  The Metabase file itself is both created and deleted during the course of a migration action.

To configure Metabase settings:

1.In the Metalogix Content Matrix Console ribbon, choose Settings > Configure Default Metabase Settings to display the Change Metabase Default Settings dialog.

2.Select the appropriate configuration option.  Use the information in the following table for guidance.

Change Metabase Default Settings

If you want to …

Then …

specify a new folder in which to create the Metabase

·Select Provision New SQL Server Compact database.

·Click the folder icon (CONTEN~1_img239) and select the new location.

select an existing SQL Server Compact database (SDF) to use for the Metabase

·Select Use SQL Server Compact Database.

·Click the database/file icon (CONTEN~1_img240) and select the existing Metabase.

NOTE:  Metalogix Content Matrix will add and remove the Metabase tables during the migration.

select a SQL Server database in which to create and delete the Metabase tables

NOTE: This option allows Metalogix Content Matrix to place the Metabase directly into SQL Server. The main benefit being that it can allow for a performance boost when migrating large amounts of content, since it has a direct connection to SQL Server, and the Metabase logs will have a 4GB limitation that SQL Server files have.

·Select Use SQL Server database.

·Click the database icon (CONTEN~1_img241).

·Connect to the SQL Server using one of the following options:

§Manually enter the name or IP address for the SharePoint Database you want to connect to.

OR

§Chose a previously accessed SQL server from the drop-down.

OR

§Click [Browse] then navigate to and select either a Local or Network SQL server.

SQL Server Browser

3.Click [OK].

Changing Resource Utilization Settings

Metalogix Content Matrix can manage its performance level through the Resource Utilization Setting. This type of management is also known as throttling, and is used for any migration action that is run with Metalogix Content Matrix.

To edit Resource Utilization Settings:

From the Contrent Matrix Console ribbon, choose Settings > Edit Resource Utilization Settings.

Resource Utilizatin Settings

By default, the Efficiency value is set in the center or the slide bar. This is the recommended setting for best performance and resource utilization (use of RAM, CPU, Network and SharePoint load) during a migration.

If the slide bar is further to the left, the migration will run more slowly, but will have less chances of overloading the available resources and causing potential errors. If the slide bar is further to the right, it with use more system resources, and can speed the migration up, but could cause some potential errors if the system resources cannot handle the data being migrated. There is a chance that if the speed is too high, you would actually see a slowdown in the overall migration, because the migration is trying to run actions faster than the resources properly allow.

The actual values that are provided in the slide bar are determined by the systems resources (the system that has the Metalogix Content Matrix installed on it). A system with high resources will be able to run faster migrations, even if using the default setting, because over all available resources will be higher. This also means that the Efficiency and Speed values will have a larger spread between them. A system that has low resources will run more slowly, simply because it doesn't have the resources to run at faster levels. Again, this also affects the default values for Efficiency and Speed, since these numbers will be lower, and have a smaller spread between them.

NOTE: If the Efficiency is set to its maximum (all the way to the left), the migration will run more slowly, but the "slowest" speed will be the same between systems with high and low resources. The "slowest" value between systems will always be the same, however, the *"highest" value will be different based on the systems resources.

While this value can be set through the Contrent Matrix Console, you can also set it through the back end, if the UI setting does not seem to be working for you. Please contact Quest Support for more information on this back end setting.

Configuration Variable Files

Metalogix Content Matrix uses a set of configuration variable files behind the scenes to help set and manage settings for all of the Metalogix Content Matrix Editions. This section explains what the configuration variable files are, their general behavior, and where to find them.

In previous versions of Metalogix Content Matrix Console (V.6.0.0.1 and earlier, including the Migration Manager for SharePoint V3, V4, and V5 framework) the configuration variable files that were used for each user account and product Edition were contained in the EnvironmentSettings.xml file under each user's Profile.

Since then, Environmental Settings have been broken down into the following three files:

·EnvironmentSettings.xml

·UserSettings.xml

·ApplicationSettings.xml

These files are saved in different system locations and contain different settings, which allows some of the environmental settings to be configured for all users and Product Editions. Some settings can be configured for all Product Editions for a single user account, while other settings are limited to individual Product Editions.

NOTE: If the previous incarnation of the EnvironmentSettings.xml file still exists in the old folder location (<Drive>:\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - <Product> Edition), the values for the settings will be pulled from this file into the three new configuration variable files.

Any settings that are configured in multiple files will be scoped to the lowest level (either in the "UserSettings.xml" file or the "ApplicationSettings.xml" file), including values that are pulled from the old EnvironmentSettings.xml file.

EnvironmentSettings.xml File

This file allows users to configure general settings for all Product Editions and all users. This means that these settings only need to be set in a single file, and they will be configured for all user accounts and all Product Editions on the installed machine. The location of this file depends on the version of Windows:

·Microsoft Vista/Windows 7/Windows 8/Windows 10 based systems:
<Drive>:\ProgramData\Metalogix

·Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP):
<Drive>:\Documents and Settings\All Users\Application Data\Metalogix

UserSettings.xml File

This file allows users to configure general settings for all Product Editions for a specific user account (the logged in account). This means that these settings will be configured for all Product Editions, but only for the current user account. If another user would like to configure these same settings to work for them, they must be configured manually under the appropriate user account. The location of this file depends on the version of Windows:

·Microsoft Vista/Windows 7/Windows 8/Windows 10 based systems
<Drive>:\Users\<USER>\AppData\Roaming\Metalogix

·Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP)
<Drive>:\Documents and Settings\<USER>\Application Data\Application Data\Metalogix

ApplicationSettings.xml File

This file allows users to configure settings that are limited to the specific Product Edition of Metalogix Content Matrix Console, for a specific user account (the logged in account). This means that each Product Edition, for every user account, must be configuredindividually. While the "ApplicationSettings.xml" file for each Product Edition can contain some of the same settings, there are some settings that are Edition specific (for example, some settings may only work for eRoom Edition, so they will only be available in eRoom Edition). Any settings that are replicated through various version of the file will only be applied to the specific Edition.

For example, the "AllowCheckResults" setting is available in every "ApplicationSettings.xml" file, but it must be set on an individual Product Edition basis. Setting it for File Share Edition will not configure it for eRoom Edition. The location of this file depends on the version of Windows:

·Microsoft Vista/Windows 7/Windows 8/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\Application Data\Metalogix\Metalogix Content Matrix Console - <Product> Edition

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