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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

Connecting with Certificates

When connecting to SharePoint, there are two options that can be used to add certificates to the list of included certificates: Add Installed Certificate and Add Certificate From File.

SharePoint connections do not actually save the certificate information directly, but instead they save the data on how to locate the certificates that are in use. This means that if the certificates are deleted or moved from the referenced location, they will no longer be used with the SharePoint connection and will have to be manually re-added.

SharePoint Certificates are also supported in PowerShell. When working with PowerShell it is still recommended that the initial SharePoint connection is first configured in the Metalogix Content Matrix Console. The recommended process when working with certificates and PowerShell is to first add the connection (with certificates) in Metalogix Content Matrix, then set up a migration action in the UI and generate a PowerShell script. This will allow you to get the connection format that is required to create a connection in PowerShell, and it can then be written out manually (if desired).

It should also be noted that the Web Browser Authentication type does not automatically detect certificates. In order for certificates to be included with this method, they must first be installed in the appropriate locations in order for a web browser itself to access them.

NOTE:   In some cases, including certificates can potentially result in receiving "maximum request length" messages when migrating smaller files because the certificate information is included when the data is being migrated.  

To Add Installed Certificates:

Only "Personal" certificates can be added in this manner because it is the only store that web browsers use to find certificates when accessing a website.

1.In the SharePoint Logon dialog, select the Include Certificates tab.

Include Certificates Tab

2.Click [Add Installed Certificate].

The Add Installed Certificates dialog displays all of the certificates that are installed in the logged in user account's "Personal" certificate store.

3.Select any certificates that should be included, and click [OK].

When you return to the SharePoint Logon dialog the selected certificates be displayed in the Included Certificates list, and they will be included whenever Metalogix Content Matrix is running an action to or from the SharePoint connection.

To Add a Certificate from a file:

1.In the SharePoint Logon dialog, select the Include Certificates tab.

2.Click [Add Certificate From File].

3.Either:

§enter a filename and location into the Certificate File text box

OR

§select the Browse button to open a file explorer dialog and navigate to, and select, the desired certificate.

4.If a password is required to use with the certificate, enter it in the Password (optional) text box.

NOTE: When a connection to SharePoint is made, Metalogix Content Matrix will save the password field for any certificates so it can re-establish a connection to that SharePoint instance at a later date. If you are not comfortable with entering the password in the Password (optional) field, you can move the certificate into the user account's "Personal" folder, and use the Add Installed Certificate option instead, provided the user account/password is the same.

When you return to the SharePoint Logon dialog, the selected certificate will display in the Included Certificates list, and it will be included whenever Metalogix Content Matrix is running an action to or from the SharePoint connection.

Removing Certificates

Any certificates that have previously been added through the two Add Certificates options can also be removed from the list of Included Certificates.

To remove a certificate:

1.In the SharePoint Logon dialog, select the Include Certificates tab.

2.Select the certificate(s) that you want to remove.

3.Click [Remove].

Connecting to SPO Modern Team Sites

Modern team sites in SharePoint Online are team sites integrated with Office 365 groups  for improved collaboration.

Permissions Requirements for Connecting to Modern Team Sites

When connecting to an SPO modern team site, the migrating account must be a Site Collection Administrator or Group Owner.  

If you attempt to make a site-level connection to a private modern team site for which you do not have sufficient permissions, one of the following messages displays, depending on the Authentication Type you chose:

·for Web Browser Authentication:

Modern Team Site Perms Error

NOTE:  See also "Insufficient Credentials" Message Connecting to Modern Team Site Using Web Browser Authentication.

·for other Authentication Types:

Modern Team Site Connection Error 1

NOTE:  You may also receive a variation on the message, such as The remote server returned an error:  (403) Forbidden.

If you have successfully connected to a public modern team site and the migrating account does not have sufficient permissions, when you click on the node in Explorer View, the message Connected user does not have admin permissions on the site displays.  

To grant site collection administrator privileges to the migrating account, right-click and choose Set Connected User as Site Collection Admin.

Modern Team Sites SET AS SCA

If, going forward, you want Content Matrix to automatically grant account site collection administrator privileges if the migrating account has insufficient permissions, from the Console ribbon Settings tab, make sure the Show Teams Access Permissions option is disabled.  (The option will also become disabled if you check Do not show this message again on the Auto Grant Permission confirmation dialog).

Modern Team Sites AUTO GRANT PERMISSIONS

Migrating to O365 Using SPO Containers

Metalogix Content Matrix supports the migration of Public Folders using Shared SPO Containers when migrating to SharePoint Online. (The Use SPO Container Office 365 Upload option is enabled on the Configure Copy Options dialog- Site Options tab by default.)

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