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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

Extracting Source Content from Property Columns

You can pull out (extract) a specific set of data from within an existing source property column and place it within another property column for an entire folder or individual items.

Only results that can be pulled directly from the item's metadata value will be returned when the extraction is run. This type of extraction can be useful for pulling content from a single item, or pulling a set of content from all items at one time.

Before an extraction action is started, make sure you have a good, clear idea of what content is to be extracted.

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

To Extract Content from a Property:

1.In Explorer View, select the folder that contains the content you want to extract.

2. To display the Extract Content from Property dialog, use on of the following options:

§To extract content from the entire folder, right, click and choose Metadata Modifications > Extract Content from Property.

§To extract content from one or more items, switch to Items View, select the item(s) and choose Metadata Modifications > Extract Content from Property.

Extract Content from Property

3.Enter the search parameter in the Find field.

4.This can be an XPath query, plain text, a number value, part of a user name, etc

Select a Search value from the drop-down.

5.Select a Search Logic option, based on the type of data that you want to extract.  Options are:  

§XPath Query - If the property contains XML, an XPath query can be used to extract information.

§Regular Expression - Uses a "Regular Expression" search expression to find text.

When this options is selected the Multiline option becomes available and, if checked, regular expressions will search past new line characters.

§Text Search - Runs a text search through the selected property field, looking for a value that matches the text in the Find option.

When this option is selected the Match Case option becomes available which, if checked will make the search  case sensitive.

6.If you want to run the extraction on any sub-folders under the currently selecte folder, check the Recursive box

7.Set the desired Extract option. Use the information in the following table for guidance.

If you want to ...

Then ...

count the number of matches Metalogix Content Matrix can find in the source content that matches to the Find value and enter that number in the selected output column

For example,  if a property column contains values that are written in HTML, and you want to find out how many "<P>" tags are in the property value, you can enter an XPath query to select all "<P>" tags, and run the extraction. The number of "<P>" tags in that property column value will be returned in the selected column. So if there are five paragraphs in the property value, the extraction will enter "5" in the selected output property column.

select Counts only.

search for and extract the first match value found for each item

First Match Only.

search through the selected content and extract all values that match the Find value and appended them as a string of text into the output property column

All matching results.

8.If you selected All matching results, enter a Separater value so that each returned result will be separated within the same cell in the Workspace:

§; - Adds a semi-colon between results.

§: - Adds a colon between results.

§\t - Adds a "Tab" between results.

§\n - Places the new results on a new line.

§\r\n - Adds a carriage return and new line between results.

9.If you elected XPath Query as the Search Logic, set the desired Format option:

§Text - When selected, this option will run the search through the text level of the code (within the property value), and the output will only contain the text, and not any of the actual code. For example, in the xml node: <xml><inner>text</inner></xml> the returned extracted value would be "text."

§Inner XML - When selected, this option will search and extract any text values as well as any of the inner XML coding. For example, in the xml node: <xml><inner>text</inner></xml> the returned extracted value would be "<inner>text</inner>."

§Outer XML - When selected, this option will return all of the xml code that matches the XPath value. For example, in the xml node: <xml><inner>text</inner></xml> the returned extracted value would be"<xml><inner>text</inner></xml>."

10.In the Extract to column drop down menu, select a new or existing property column that the data will be extracted into.

If a target column for the extraction does not already exist, click [New] and add the column.

11.Click [Run] to run the extraction immediately or save a copy of the settings to a job file, which displays in the Job List section.  You can then:

§ run a migration directly from the Jobs List section

OR

§schedule the job to run at a specified time, either as a Windows Scheduled Task or straight from PowerShell.

Extracting MS Office File Properties for Items Within a File Share Connection

Metalogix Content Matrix can crawl and re-import File System data for any items listed within the File Share connection, including any Microsoft Office metadata that may exist for files.

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

To extract MS Office File Properties:

1.In either Explorer View or Items View, select the folder/files for which you want Metalogix Content Matrix to crawl for metadata.

2.Right-click and choose Metadata Modification > Extract MS Office File Properties option to display the Extract File Metadata dialog.

FS Extract File Metadata

3.If you selected a folder and want the extraction  to run on all sub-folder of the selected File Share node, make sure the Run recursively on sub-folders box is checked.

4.To run the metadata crawl action, click [OK].

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).

Adding SharePoint Lookup and Choice Columns to File Share Connections

You can add SharePoint lookup  and choice columns to items in a FileShare connection and pre-populate their values prior to migration. These lookup columns are existing columns from the SharePoint target environment, and must already exist (and have all of the desired values). This option allows users to add, and pre-populate values for the lookup column in Metalogix Content Matrix before a migration is run.

Connection icon

Adding lookup and choice columns is not supported from a Native Web Service (NWS) connection.

Before You Can Add a Lookup or Choice Column to a File Share Connection:

The column must already exist in the target SharePoint environment.  In the case of a choice field, all possible choices must also exist.

NOTE: Make note of the url of the SharePoint site or list containing the column you want to add, as you will need to specify it when adding the column

To add a SharePoint Lookup or Choice column to a FileShare connection:

1.In Explorer View, select the folder in the File Share connection to which you want to add the column

NOTE:  Any column that is added to a folder within a File Share connection will be available under all folders within that connection.

2.Switch to Items View.

3.To display the Add Column dialog, in the Items View toolbar either:

·Click Manage Columns to display the Manage columns dialog, then click the Add icon.

OR

·From the Manage Columns drop-down, select New Column.

FS Add Column

4.Enter a Property Name.

CAUTION:  Once the column is created, the Property Name cannot be changed.

5.For Type select the applicable option:

§SharePoint Lookup

OR

§SharePoint Choice

6.The Configure... dialog for the option you selected displays.

FS Configure SharePoint Lookup Column   FS Configure SharePoint Choice Column

7.In the SharePoint Connection drop-down, select the target SharePoint connection that contains the SharePoint lookup or choice column that you want to add to the File Share connection.

8.Enter the SharePoint Site or List Url  that contains the lookup or choice column.

NOTE:  If a list URL is entered in this field, then Metalogix Content Matrix will only look at list columns. If a site URL is entered in this field, then Metalogix Content Matrix will only look at site columns, including columns that are inherited in the hierarchy structure.

9.Click [Populate Columns]. This will allow Metalogix Content Matrix to search the specified SharePoint site or list, using the selected connection, to find all of the "lookup" or "choice" fields. If the site or list doesn't contain any, users will be provided with a message indicating that they need to select another site or list.

10.Once the SharePoint Lookup (or Choice) Column drop-down has been populated, select a column from the list.

11.Click [OK] to return to the Add Columns dialog.

12.(Optional) Enter a Description of the property.

13.Select a Category under which to place the new column (Misc. is the default value.)

14.(Optional) Enter a Display Name  for the property.

NOTE:   If this field is left blank, Metalogix Content Matrix will use the Property Name as the display name.

15.Click [OK] to add the new column to the File Share connection.

16.Continue with Setting Lookup or Choice Column Values.

NOTE: Any lookup or choice columns that are added will only be Refreshed if the main connection node for the SharePoint environment that the column is from has been refreshed.

Setting Lookup or Choice Column Values

Once a lookup or choice column has been added to the File Share connection, you can set values for a single file or for multiple documents at a time.

NOTE:  You can also set values using CSV files for content editing.

To set lookup or choice values on a single File Share file:

1.In the Explorer View, navigate to the folder that contains the items for which you want to set lookup or choice values.

2.Switch to the Items View and locate the column for which you want to set values.

3.Double-click on the cell for the appropriate file to enable a drop-down which contains all of the valid values for the column.

4.Select a value from the drop-down.

NOTE:  If the field supports multiple selections for a single item, you can select additional values.

5.When you are finished, press <ENTER>.

The value will now be set for that file.

To set lookup or choice values for multiple documents at one time:

1.In the Explorer View, navigate to the folder that contains the items that for which you want to set lookup or choice values.

2.Switch to Items View and locate the olumn for which you want to set values.

3.Click [Show Properties] in the upper right corner of the Items View to display the Property Grid.

4.Select all the files for which you want to set values.

5.Locate the lookup or choice column in the Property Grid.

6.Click on the appropriate property field.

7.Select a value from the drop-down

NOTE: This method will only work for items that already have the same value set (ie. all set to "Lookup 1", all have no value, etc.), and will set the chosen value for all selected items.   If the field supports multiple selections for a single item, you can select additional values.

8.Press <ENTER>.

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