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Metalogix Content Matrix 8.9 - eRoom Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Connecting to eRoom Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Mapping Links and Running Link Correction Incremental Migration Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering the Metalogix Command DLL Files Adding the PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.ERoom.Commands
Using Powershell for Nested Content Reports and Pre-Migration Check
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

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.:



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.

Updating an Agent

You can update the Metalogix Content Matrix Console versions and the application mapping files via the Update Agent dialog.

To update an agent:

1.From the Manage Agents dialog, select the agent you want to update.

2.Click Update Agent. to display the Update Agency dialog.

Update Agent

3.Select one of the options described in the following table:

If you want to …

Select …

update the Metalogix Content Matrix Console version installed on the selected Agent to match the Controller version

Update Metalogix Content Matrix Consoles


·If the Controller (Host) version matches the version installed on the Agent, then the message 'Metalogix Content Matrix Consoles with same version is already installed' is logged.

·If the Controller (Host) version is older than the Agent version, then the update fails, and the message 'Installation failed' is logged.

·License file will be updated every time, even when no updates are required.

copy the latest application mapping files (,,,ExternalConnections.sdf)

Update Application Mappings only.

4.Click [OK].

The Update Agent dialog closes and the selected update is completed if possible. The status will change to Configuring until the update completes. If the update is successful, the status changes to Available.

NOTE:  To view the current status, click Refresh Agent.  To see other logged messages, click View Agent,

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