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Metalogix Content Matrix 8.9 - File Share Edition User Guide

Introduction Entering the License Key Overview of Content Migration Content Matrix Console End User Interface Enabling Advanced Mode Enabling and Disabling Optimistic Mode Connecting to a File System Connecting to SharePoint Migrating to O365 Using the Azure Pipeline Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix Content Matrix PowerShell Commandlet List
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

Using CSV Files for Content Editing

You can export and import file properties to a CSV file for editing by stakeholders. Once the resulting CSV file has been created, it can be distributed to the necessary users for editing and updating. Once edited, the CSV can be imported back into Metalogix Content Matrix, and the modified data will be updated or populated in the specific project connection.

Advanced Mode Icon These options are only available when Advanced Mode is enabled.

Exporting Source Content to a CSV File

Exporting file metadata to a CSV allows easy editing of properties in spreadsheet software (such as Microsoft Excel). Once changes have been made, you can import the CSV and all its changes back into the specific project connection (updating the existing fields and adding any new ones).

NOTE:  Metadata can be exported to a CSV file for both File Share and SharePoint connections. In the case of the source File Share environment users can export the item and folder metadata. For a SharePoint environment users can export metadata for SharePoint sites and document libraries to a CSV. The export process is fairly similar, however, there are a few different options that are available between a File Share and SharePoint export. The process for each connection type are described below.

CSV Export Options

There are two export to CSV options:

·Export Content(s) to CSV File exports the metadata for any selected folder or document from the File Share Source in the Explorer View or Items View. This option is the only way to export folder metadata, and is primarily used for exporting metadata for specific items (selected in the Items View tab), or for exporting metadata for folders.

·Export Directory  to CSV File is only available when selecting a folder node in the Explorer View tab, and will export the metadata for any documents under the selected node, including documents in any sub-folder structure. Metadata for folders themselves will not be exported with this option, only metadata for documents will be exported. This option is primarily used for exporting the metadata of all items under a selected folder , or for exporting all items within a folder hierarchy.

To Export Source Content Metadata to CSV:

1.Select the content that you want to export to a CSV file. This can either be selecting a node in the Explorer View, or switching to the Items View and selecting specific items.

2.Right click and choose Actions > Export Contentto CSV File (or CSV Actions > Export Documents to CSV File). To display the Export to CSV File dialog.

Export to CSV dialog

3.In the Output file field, either:

§enter the file path to which that the CSV file should be saved

OR

§click [Browse] and navigate to the desired save location.

NOTE:  If you manually enter the file name, you will need to include the ".csv" extension.

4.In the Select property columns to export window, select all of the properties that should be exported to the CSV file.

The properties are listed in a series of top level, and second level nodes. The top level node represents the category that the column falls into.  When these nodes are expanded, all of the available column for that category will be listed. You can either select the top level category node, which will select all of the column nodes under it, or individual column nodes. Only checked nodes will be included in the CSV export.

5.If Include column type information in the CSV headers is selected, each included column's column type (i.e. Text, Date Time, User, etc.) will be included next to the actual columns title. If this check-box option is not selected, then only the column title will be included in each columns header.

6.Click [OK] to start the CSV file export.

When the CSV export starts a status box will be displayed. The logs for the export can be viewed (in progress or after the action is finished) by clicking] [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of records that were exported into the CSV, as well as any warnings or errors that may have been encountered (if there were any).

The exported CSV file can now be distributed for editing.

To export SharePoint metadata to CSV:

NOTE:  Only SharePoint documents ore pages can have metadata exported to a CSV file.

1.In Explorer View, select a SharePoint site node or a document library (or Pages library).

2.Right-click and choose CSV Action > Export Web Metadata to CSV File (or CSV Action > Export Metadata to CSV File). to display the Configure Metadata Export to CSV dialog.

Export to CSV SharePoint dialog

3.In the Output file field, either:

§enter the file path to which that the CSV file should be saved

OR

§click [Browse] and navigate to the desired save location.

NOTE:  If you manually enter the file name, you will need to include the ".csv" extension.

4.In the Select property columns to export window in the dialog, select all of the properties that should be exported to the CSV file.

The properties are listed in a series of top level, and second level nodes. The top level node represents the category that the column falls into.  When these nodes are expanded, all of the available column for that category will be listed. You can either select the top level category node, which will select all of the column nodes under it, or individual column nodes. Only checked nodes will be included in the CSV export.

5.Select the applicable check box options.  Use the information in the following table for guidance.

If you want to ...

Select ...

automatically add all columns that are available in the selected node (and depending on the other selected check-box options, also  the columns from any sub content structure)

Export all columns.

NOTE:  This option is only available if a site node has been selected.

run the column and metadata extraction process down through any sub-sites that may exist under the selected SharePoint site

Recurse into subwebs.

NOTE:  This option is only available if a site node has been selected.

include the metadata from any sub-folders that are within document libraries or pages libraries, under the selected node

Include metadata from sub-folders.

6.Click [OK] to start the CSV file export.

When the CSV export starts a status box will be displayed. The logs for the export can be viewed (in progress or after the action is finished) by clicking] [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of records that were exported into the CSV, as well as any warnings or errors that may have been encountered (if there were any).

The exported CSV file can now be distributed for editing.

Importing CSV Files

Importing file metadata from a CSV file allows you to take any edited or added metadata for an item, and re-sync it with content that has already been imported into Metalogix Content Matrix. This allows you to help customize your content for migration to SharePoint. For example, you can add a set of columns to the CSV file, import these columns into Metalogix Content Matrix, and then use them to map and populate values on the SharePoint target.

NOTE:  CSV files can only be imported on the top level File Share node (the connection node).

To Import Items from CSV:

1.Select the top level connection node for the project connection/web content (the root node).

2.Right click and choose CSV Actions > Import Documents from a CSV File to display the CSV File dialog.

Import from CSV dialog

3.In the Source file field at the bottom of the dialog, either:

§enter the file path and name for the CSV file that should be imported

OR

§ click [Browse] and navigate to the location where the CSV resides.

4.Select the applicable check box options.  Use the information in the following table for guidance.

If you want to ...

Select ...

ignore the internal unique ID assigned to the metadata entry (the MetalogixID field) in favor of the file path of the associated file (the SourceURL field)

Find existing Items by SourceURL, rather than MetalogixID.

NOTE:  When importing data from a CSV file, Metalogix Content Matrix need to be able to identify what data goes with what item. In order to do this a synchronization is done on one column (the MetalogixID column by default) so the remaining data is correctly paired up with the item it belongs to.

This option is useful when moving metadata between Projects as the unique IDs will be different.

overwrite any existing values in a column field with a blank value, if that field already contains a non-blank value

Allow overwriting non-empty fields with empty values.

NOTE:  If this option is not selected, then any fields that already contain a value will retain that same value, even if the imported CSV has a blank value for the same field.

allow for new properties (columns) to be added in the specific project connect

Allow creating new properties.

NOTE:  If this option is not selected, then any new columns that have been added to the CSV file will not be added under the specific project connection node.

log details of any failures that occur when trying to import a CSV file

Enable logging for failed imports only (Recommended).

open an Import From CSV Preview dialog before the actual import action is run

Preview before importing.

NOTE:  This dialog will list each column that is included in the CSV file. It will also list the column type within the CSV file and the column type in the specific connection, so you can see if there are any discrepancies. The Status column will also list if there are any mismatches in the column type between the two, or if the column types match. This gives you a chance to see if there are any potential issues for importing the content.

5.Click [OK] to start the CSV file import action.

If the Preview before importing option has been checked, the Import From CSV Preview dialog displays. After [Import] is clicked, the import process will continue.

When the CSV import starts a status box will be displayed. The logs for the import can be viewed (in progress or after the action is finished) by clicking [Details>>].  After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of records that were imported into the CSV, as well as any warnings or errors that may have been encountered (if there were any).

The imported CSV file will now update the specific project connection with its data.

Comparing Source and Target Content

You can use Metalogix Content Matrix to run a comparison action between a source File Share node, and a target SharePoint node. This allows you to run a comparison between a File Share source and an existing SharePoint target to determine if the selected locations are the same (i.e. they are synced).

To Compare source and target columns:

1.In Explorer View, navigate to the desired File System directory node against which you want to run the compare action.

2.Right-click and choose Compare Directory to display the Compare Directory to SharePoint Web/List dialog.

3.Select the SharePoint site, list or folder on which to run the compare action.

NOTE:  If you would like to select a different source file system directory that the compare should be run against, click Show Explorer  to show only the file system connections.  Click Hide Explorer to re-display SharePoint connections.

4.Click [OK] to start the compare action.

When the action starts, a Job log will be created. The logs can be viewed (in progress or after the action is finished) by clicking [Details>>]. After the action has completed a note will be displayed in the bottom left corner of the dialog stating the number of completions, as well as any warnings or errors that may have been encountered (if there were any).

Once the action is complete the logs will display the results of the compare. You can find more details of the individual results in the Log Item Details dialog, under the Information and Details fields.

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