Chat now with support
Chat with Support

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

Migrating File Share Files as SharePoint Documents

Use the Migrate Files action to  migrate File Share files as SharePoint documents in a new or existing document library.

To initiate a "File Share Files to a new or existing SharePoint document library" migration:

1.In Explorer View, select the source File Share folder whose files you want to migrate.

2.Switch to Items View.

3.Select the  files for migration (these files can be multi-selected).

4.Right-click and choose Copy Files.

5.Select the target SharePoint site or existing document library into which you want to migrate the files.

6.Right-click and choose Paste Files.

Continue with Configuring Copying Options.

Copying a SharePoint Site or Documents into a File Share

Use the Copy as File Share Directory action to copy SharePoint sites, document libraries and documents into a File Share. This allows you to move content back and forth between SharePoint and the File Share environment.

You can:

·copy SharePoint sites and document libraries  into a File Share connection as a directory (folder) while maintaining the existing sub-structure

OR

·copy SharePoint documents as documents under a selected File Share node.

To copy a SharePoint site or document library as a File Share Directory

1.In Explorer View, select the SharePoint site or document library that you want to migrate.

2.Right-click and choose Copy Site or Copy List .

3.Select the target File Share directory.

4.Right-click and choose Paste Site > As Directory or Paste List > As Directory.

4.Continue with Configuring Copying Options.

To copy SharePoint documents into a File Share Directory:

1.In Explorer View, select the SharePoint document library that contains documents to be migrated.

2.Switch to Items View.

3.Select the documents to be copied.

4.Right-click and choose Copy Selected Documents.

5.Select the target File Share directory.

6.Right-click and choose Paste Documents.

Continue with Configuring Copying Options.

Configuring Copying Options

The Paste [Object] dialog provides a tabbed interface that enables you to configure a migration according to your specifications.  Available tabs will vary based on the type of migration that you initiated.

Folder Options

If you chose to Migrate Folders as SharePoint Sites or Document Libraries,complete the Folder options tab as described below.

FS Folder Options

To configure File Options:

1.If you want to Migrate sub-folders, make sure this box is checked.

NOTE:  If you uncheck this box, only the folder from which you initiated the migration will be copied.

2.For Replace invalid characters in file names with: select the character that you want to use as a substitute for any characters disallowed by SharePoint.

3.Select the action that you want Metalogix Content Matrix to take If a folder with the same name already exists on the target.  Use the information in the following table for guidance.

If you to ...

Select ...

prevent Metalogix Content Matrix from copying a folder from the source if a folder with the same name already exists on the target (in the same hierarchy structure)

Do not copy the folder.

allow Metalogix Content Matrix to overwrite any existing folders on that target, if they have the same name as a folder that is being migrated

Overwrite the existing folder.

allow Metalogix Content Matrix to migrate files and other folders directly into a folder that already exists on the target, if a folder with the same name is being migrated from the source.

Use the existing folder.

allow Metalogix Content Matrix to migrate a folder from the source, even if a folder with the same name already exists on the target.

Copy the folder with a unique filename.

NOTE:   If you select this option, the folder from the source will be created on the target using a unique name (typically the original file name with "_1" appended). For example, if a folder named "Marketing Programs" is migrated from the source, and a folder with the same name exists on the target, then a new folder will be created on the target called "Marketing Programs_1", and the contents of the folder will be migrated into this new folder.

4.Select the Content type options to use when setting the content type for any folders that are migrated to SharePoint.  Use the information in the following table for guidance.

If you want to ...

Then ...

use the default SharePoint content type for any migrated folders

select Use default content type (No folder metadata).

specify the content type that should be associated with folders when migrating content.

·Select Use custom content type

AND

·Either:

§select an available content type from the drop-down

OR

§click [Edit Field Mappings] and specify your own target content type using the procedure for Mapping Field Types.

5.If you initiated the migration at the file (not folder level and are going to migrate content using the Azure SPO Migration Pipeline, which provides higher migration speeds compared to non-Azure migration actions, check the Use Azure/SPO Container Office 365 Upload box.

NOTE:  Enable this option only if you are certain that the target environment is set up to use the Azure pipeline.

One of two methods will be used to migrate using the Azure SPO Migration Pipeline:

§If you have not manually set up and configured your own Azure containers, Metalogix Content Matrix will use Azure Shared Containers, which requires that the content (and its manifest) be encrypted.  Therefore, to use this method, the Encrypt Azure/SPO Container Jobs box must also be checked.

§If you have manually set up and configured your own Azure containers, Metalogix Content Matrix will continue to use the manual configuration method until it no longer detects the changes made for the manual setup.  (When using this method, Encrypt Azure/SPO Container jobs, which will encrypt both data and associated manifest) is optional.

For information about manually setting up and configuring Azure containers, see the Metalogix Content Matrix Performance Optimization Guide PDF document included in the installation ZIP file.  

The Azure SPO Migration Pipeline does not support migration to document sets. This option will be disabled if a Migration to Document Set option is selected on the Target Hierarchy tab.

Related Documents