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Metalogix Content Matrix 8.9 - eRoom Edition User Guide

Table of Contents

Supported Source Systems Supported Target Systems Key Features Product Announcements Splash Screen Automatic Updates

Entering the License Key

Online Activation Offline Activation Checking the Current Content Matrix Console License

Content Matrix Console End User Interface

Main (Ribbon) Toolbar Quick Access Toolbar Explorer Control View Tabs

Explorer View Tab Items View Tab Browser View Tab

Jobs List Using Multi-Select

Connecting to eRoom

Enabling eRoom XML Connecting or Reconnecting to eRoom Using Web Browser Authentication

Connecting to SharePoint

Connecting to a SharePoint Site or Server

Connecting with Certificates

Removing Certificates

Connecting to SPO Modern Team Sites

Preparing for Your Migration

Showing and Hiding Template Rooms Performing a Pre-Migration Check Using Nested Content Reports

Running a Nested Content Report

Creating a SharePoint Object

Creating a SharePoint Site Create SharePoint Site Collection Create a SharePoint List Create SharePoint Folder

Deleting a SharePoint Object Mapping Links for Link Correction Viewing StoragePoint Details

Initiating a Migration

Migrating an eRoom Container as a SharePoint Document Library Migrating an eRoom as a SharePoint Site Collection Migrating an eRoom as a SharePoint Site Migrating All eRoom Items into an Existing SharePoint Site Migrating eRoom Content into an Existing SharePoint List Migrating an eRoom Discussion Board, Note, or Inbox Migrating an eRoom Poll as a SharePoint Survey Migrating an eRoom Database to SharePoint

Configuration Considerations when Migrating an eRoom Database to SharePoint

Migrating Links

Configuring Copying Options

Site Collection Options Collision Options Container Options

eRoom Containers - Include Subfolders eRoom Containers - Include Inboxes/Notes/Discussions eRoom Containers - Include Documents eRoom Containers - Include Calendars eRoom Containers - Include Databases eRoom Containers - Include Polls eRoom Containers - Include Links

Mapping Columns

Permissions Options

Importing User Mappings from an xml File

Nested Content Options Link Correction Options Transformations Options

Using PowerShell to Create Custom Transformations

Saving or Running a Migration Action

Saving a Job Configuration as a Template

Applying a Job Template Managing Job Templates Exporting a Job Template Importing a Job Template

Scheduling a Migration Job

How the Schedule Task Feature Works Before Configuring Migration Actions to Run as Scheduled Tasks Initiating a Scheduled Task

Scheduling a Migration Job via the Content Matrix UI Scheduling a Migration Job via the Windows Task Scheduler

Submitting a Distributed Migration Job

Distributed Migration Job Limitations Before Submitting a Distributed Magration Job Procedure for Submitting a Distributed Migration Job Managing the Distributed Migration Job Queue Deleting a Distributed Migration Job

Refreshing the Migration Jobs List

Mapping Links and Running Link Correction

Managing the Link Dictionary

Incremental Migration Log Files

Log Item Details Exporting Jobs to an Excel File

Procedure for exporting one or more jobs to an Excel file Information in Exported Excel Files

Copying Job Logging to Other Applications Creating a Support Zip File

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

Set-ApplicationDataPath Set-CommonDataPath Get-MetalogixConfigurationVariable New-Filter Join-Filter Invoke-Filter Load-MetalogixConfigurationVariableSettings New-MetalogixSerializableObject New-MetalogixSerializableObjectCollection Set-MetalogixConfigurationVariable Set-MetalogixDefaultResolverSetting

Metalogix.SharePoint.Commands

Add-MLSharePointSiteCollection Add-Permissions Add-SharePointFolder Add-SharePointList Add-SharePointSite Clear-GlobalMappings Compare-MLSharePointFolder Compare-MLSharePointList Compare-MLSharePointSite Get-MLSharePointDatabase Get-MLSharePointFolder Get-MLSharePointFolderFromDatabase Get-MLSharePointItembyFileName Get-MLSharePointItembyID Get-MLSharePointItemFromDatabase Get-MLSharePointList Get-MLSharePointListFromDatabase Get-MLSharePointServer Get-MLSharePointSite Get-MLSharePointTenant Get-SharePointSiteFromDatabase Refresh-SharePointNode Remove-MLSharePointFolder Remove-MLSharePointItem Remove-MLSharePointList Remove-MLSharePointSite Remove-MLSharePointSiteCollection Search-SharePointSite Update-SharePointSiteCollectionSettings

Metalogix.Jobs.Reporting.Commands

Export-JobHistory

Metalogix.ERoom.Commands

Copy-eRoomCalendar Copy-eRoomContainerAsDocumentLibrary Copy-eRoomContainerAsFolder Copy-eRoomContainerAsNestedSiteCollection Copy-eRoomContainerAsSite Copy-eRoomContainerAsSiteCollection Copy-eRoomDocument Copy-eRoomLinkCorrectionAtItemLevel Copy-eRoomLinkCorrectionAtListLevel Copy-eRoomLinkCorrectionAtWebLevel Get-eRoomNode Get-NestedContentsReport Get-NestedContentsUrlLengthReport Get-PreMigrationCheck New-eRoomConnection

Using Powershell for Nested Content Reports and Pre-Migration Check

Modifying Content Matrix Configuration and Settings

Configuring Proxy Settings

Manually Configuring Proxy Settings

Restricting Available Actions and Suppressing Events

ServerAdapterConfig.xml File Format Actions That Can Be Disabled

Configuration Variable Files Client Side Configuration

Configuring Metabase Settings

Changing Resource Utilization Settings

Configuring Content Matrix for Distributed Migration

Distributed Migration Components

Distributed Migration System Requirements

Using the Wizard to Set Up Distributed Migration Setting Up Distributed Migration Manually

Installing an X.509 Security Certificate for Remote Agents

Creating an X.509 Security Certificate for Disbributed Migration

Agent Databases for Distributed Migration

Managing Agents

Adding an Agent Viewing Agent Details Editing an Agent Updating an Agent Refreshing an Agent Removing an Agent

Frequently Asked Questions

Images Not Migrating with eRoom Content Permission Mapping Between eRoom and SharePoint DB_Owner Permission Keyboard Shortcuts License Key Troubleshooting Using Proxies, Load Balancing or Alternate Access Mappings Troubleshooting the Extensions Web Service Installing the Extensions Web Service on Specific Systems Changing a Job Configuration for Multiple Files SharePoint 2013 and 2016 Site Collection Creation Issue Job List Database fails to Load After Upgrade Retrying Failed Document Copies to O365 CSOM Connections Migration Error Message 'There was an Error Reading from the Pipe: The Pipe has been Ended (109, 0xd6)' "Insufficient Credentials" Message Connecting to Modern Team Site Using Web Browser Authentication Error Making a Browser-Based Connection with PowerShell Console Open

Contacting Quest Technical Support Resources

Refreshing an Agent

To refresh an Agent:

1.From the Manage Agents dialog, select the Agent whose status you want to refresh.

2.Click Refresh Agent.

The information about the selected agent is re-queried from the Agent Database and presented in the Agent list. For example, if the state of the Agent has changed since the previous refresh and the Manage Agent dialog is still open, the Status of the selected Agent will change.

NOTE: A refresh also occurs whenever the Manage Agents dialog is opened.

Removing an Agent

Note: When an Agent is removed, the Agent definition is deleted from the Agent Database. The Metalogix Content Matrix Console, the application file mappings and License files are not removed from the Agent machine.

1.From the Manage Agents dialog, select the Agent you want to remove.

2.Click Remove Agent.

A dialog displays asking you to confirm the removal.

Frequently Asked Questions

This section answers some of the most frequently asked questions about using Metalogix Content Matrix.

Images Not Migrating with eRoom Content

Question

I have migrated some content from eRoom, but the images within the content do not seem to have been migrated. What could be the issue, and what are the possible solutions?

Answer

In eRoom, images are generally stored in Database lists. When eRoom Edition migrates these images it uses an HTML method.

If images haven't migrated after the Database has been migrated, the first thing to do is check the log file for any warnings or errors for the image item. Search through the log for an image item that failed to migrate, and open its Log Item Details, and go to the Error Details tab. In the Error Details you can see the URL that eRoom Edition used to fetch the image from (not the SourceURL). Copy the image URL, and enter it into a web browser to see if it works (if the image is displayed).

The most common cause of images not migrating, is that this URL isn't completely correct. In some cases there is an extra "bit" added to the URL. This is usually an extra "/eRoom" added near the root of the URL. Remove this extra bit and try to view the image through the URL again. If it works then proceed to the next step. If not, continue adjusting the URL until you find one the allows your browser to view the image.

Once you have the correct URL, make a new connection to eRoom using the root address of this image URL, then try re-migrating your image.

If the issue persists after this, please contact Quest Support.

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