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Metalogix Content Matrix 8.8 - Quick Start Guide

Software Requirements

Component

Requirement

Operating System

Any of:

·Windows Server 2003

·Windows Server 2008

·Windows Server 2008 R2

·Windows Server 2012

·Windows Server 2016

·Windows XP Professional

·Windows Vista

·Windows 7

·Windows 8 and 8.1

·Windows 10

All of these Operating Systems are supported on both 32-bit and 64-bit systems.

SharePoint Target Environment

Any of:

·Windows SharePoint Services (WSS) 3.0

·Microsoft Office SharePoint Server (MOSS) 2007

·SharePoint Server 2010

NOTE:  If users are creating Publishing Sites in the SharePoint 2010 environment they are migrating into, it is recommended that the Office 2010 SP1 Windows update is installed on the same system that the Metalogix Content Matrix Console client application is installed on.

·SharePoint 2013

·SharePoint 2016

·Microsoft Office 365 – Standard and Dedicated versions.

Database

Any of:

·SQL Server 2000

·SQL Server 2005

·SQL Server 2008

·SQL Server 2008 R2

·SQL Server 2012

·SQL Server 2014

·SQL Server 2016

As well as :

·SQL CE 4.0 SP1

Windows PowerShell

Metalogix Content Matrix Console has the ability to run migrations using a pre-configured PowerShell console, provided that PowerShell Version 3.0 or later is installed prior to Metalogix Content Matrix.

Web Browser

Microsoft Internet Explorer 6.x or later (8.x or higher is required if browser authentication is being used).

.NET Framework

Microsoft .NET Framework 4.6 or later.

Since this .NET requirement applies to the machine on which Metalogix Content Matrix is installed, Metalogix Content Matrix cannot make a local Object Model (OM) connection on a SharePoint 2007 or 2010 environment, because SharePoint 2007 and 2010 require an earlier version of the .NET Framework (v.3.5), which prohibits Metalogix Content Matrix from completing the connection.  Because of this, any migration ‘jobs’ configured to connect to SharePoint 2007 and 2010 environments using a Local OM connection type will cease to work, and these jobs will need to be recreated for use over a different adapter type such as MEWS or DB.

Access Requirements

All of the installation and migration permissions/access requirements can change depending where the Metalogix Content Matrix Console client application is installed. The below requirements are the standard set of requirements if you are installing Metalogix Content Matrix on a non-SharePoint machine (i.e. installing on a machine that is not running SharePoint, but has access to the source and target environments).

If you are installing the Metalogix Content Matrix client application directly on a target SharePoint Server or Web Front End (WFE), then you would need the same permissions that are required for installing the Metalogix Extensions Web Service (MEWS).  

Component

Requirement

Installing User

The user account that is installing the client only needs permissions to install a client application on the target/installation machine. This is because the Metalogix Content Matrix Installer will attempt to elevate permissions as part of the installation process. However, any user account that is going to be running the Metalogix Content Matrix Console application will require Administrator permission.

Application Pool Accounts

If connecting to a remote, on-premises instance of SharePoint the Metalogix Extensions Web Service can be used (for SharePoint 2007 or later). This is a SharePoint solution file that is installed and will use the Application pool user account.

Server Access

The installing user, and any user launching Metalogix Content Matrix Console, will require Administrator permissions on the local machine.

SharePoint Access

The migrating user requires the following permissions (provided that the Extensions Web Service is installed on the SharePoint target).

·Site Collection Administrator on the target SharePoint environment.

·Farm Administrator on the target SharePoint environment.

·Permissions to access all of the content that is being migrated.

Firewalls

Access to any ports that allow access to the SharePoint Web Application.

Activation

A valid license key is required.

Metalogix Extensions Web Services (MEWS)

Metalogix Extensions Web Service is an additional component that can be installed which can be installed on remote SharePoint instances and provides additional permission/access.

See Installing and Configuring the Metalogix Content Matrix SharePoint WSPs for details.

Installation

This section describes how to install the Metalogix Content Matrix Console client application(s), Email Viewer and the Extensions Web Service.

Installing the Content Matrix Console Client Application

This section describes the installation steps for the Metalogix Content Matrix Console client application. The Metalogix Content Matrix Console Setup file can be installed on any computer that meets the minimum hardware and software requirements for each component that is installed, provided that the computer also has access to the source and target environments (for connection purposes). This Quick Start guide will direct you to install Metalogix Content Matrix and its related components under a specific scenario to help with evaluation.

This installation scenario may not yield the best migration performance results for your particular environment. It is generally recommended that the Metalogix Content Matrix Console client application is installed on the target SharePoint Server or WFE, but this is not possible in all cases, such as migrating to a SharePoint Cloud environment, or if there are policies that prevent you from installing the client application directly on the Server.
For more detailed information on what installation scenario might work best for you, and what factors may play a role in your decision, please see the Metalogix Content Matrix Advanced Installation Guide.

This scenario involves:

·Installing the Metalogix Content Matrix Console client application on the target SharePoint Server or a Web Front End (WFE). This system must have access to the source environment.

·Installing the Metalogix Extensions Web Service on the target SharePoint Server or a Web Front End (WFE). This option is not available if migrating to Office 365, unless it is “Dedicated.”

·You can also install the Extensions Web Service on a SharePoint source environment, if using Metalogix Content Matrix Console – SharePoint Edition. This option is not available for SharePoint 2003 sources.

Please see the Metalogix Content Matrix Advanced Installation Guide for greater details on possible installation scenarios, configurations, SharePoint connection adapters, and additional information on other Metalogix Content Matrix Console components.

1.Copy the ContentMatrix_Web_Setup.exe file to the machine on which you want to install the Metalogix Content Matrix client application. This can be any system that has access to both the source and target environments, but does not have SharePoint installed on it directly (and is not a WFE).

NOTE:  You can also run the ContentMatrix_Offline_Setup.exe file. The Web Setup file is the same as the ContentMatrix_Offline_Setup.exe file except that it doesn’t actually contain the installer components. Instead, when it is run it will download only the selected installation components and run the installation for those. This means that the EXE file itself is smaller in size, but the system that Metalogix Content Matrix Console is being installed on must have access to the internet so the appropriate components can be downloaded for installation.

2.Close all open applications, including Internet Explorer.

3.Double-click ContentMatrix_Web_Setup.exe to start the installation process.

NOTE:  Because this installer requires an elevated set of permissions to run, if you do not have the required permissions a message will open informing you that elevated permissions are required. To run the installer with these elevated permissions, select the installer file, right-click and select the Run as administrator option.

The Metalogix Content Matrix Installation Wizard will open. Under Step 1 you can access a copy of the Quick Start Guide, as well as watch a Quick Install video demo. Step 2 allows you to proceed with the installation for both the Metalogix Content Matrix client application and the Metalogix Content Matrix SharePoint WSPs (i.e. the server side components such as  the Extensions Web Service).

Install 1
 

4.When ready to proceed with the Metalogix Content Matrix Console client application install, click [Install Metalogix Content Matrix Migration Consoles] under Step 2.

5.Click [Next].

6.Read and accept the License Agreement terms then click [Next].

The Installation Wizard will run a license key check and validation. If you already have a license key entered on the installing system, the installation wizard will detect and verify this key and skip you straight to the next step.

NOTE:  If this is the first time that you have installed Metalogix Content Matrix Console, or if an existing license has expired, then you will be prompted to enter your Activation License Key. For more information on entering license keys, please see the Entering the License Key section of the Metalogix Content Matrix Advanced Installation Guide.

Install 3

By default the installation Wizard will install all of the selected Metalogix Content Matrix client applications under the following location:

·For 64-bit systems - C:\Program Files\Metalogix

·For 32-bit systems - C:\Program Files (x86)\Metalogix

You can, however, click [Change] and select a different directory.

7.Click [Next].

A list of check-box options will be displayed allowing you to select the Edition(s) of Metalogix Content Matrix you want to include in the installation process.

Install 4

8. Select the Editions of Metalogix Content Matrix Console you want to install.

9.Click [Next].

NOTE:  If you have chosen to install Content Matrix SharePoint Edition on a machine that does not also have SharePoint installed, you will be prompted to select a Database Adapter Configuration for either SharePoint 2013 or 2016.  (Note that both adapters cannot be installed on the same machine at the same time.  If you need to switch from one to the other at a later time, uninstall then re-install the SharePoint Edition using the Modify operation.)

Database Adapter Configuration.

10.Click [Install].

The installation process will run, and the client applications for the selected Editions of Metalogix Content Matrix Console will be installed.

11.Click Quit to exit the Installation Wizard.

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