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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

Offline Activation

NOTE:  The offline activation option is generally used in cases where you cannot use the online activation due to security settings or lack of internet access. This option will still require some internet access, but allows for the authentication to be done from another machine that is not as restricted by security or has a connection to the internet.

1.Select Offline activation.

2.Click [Next].

A Generate Activation Request dialog displays with a different key. This key can be copied from the window, or the Save to file option can be used to save the key into a text file (in case it needs to be copied to another machine).

3.Copy the Activation URL (listed under the Activation Request) to a web browser that has internet access.

Alternately if the system the Metalogix Content Matrix Console is on does have internet access through a Web browser, click Go to automatically open a web browser to this URL.

4.On a machine that has internet access, use the Activation URL to navigate to the Offline Activation page.

5.Either:

§Enter the key into the Activation data text box.

OR

§If the key was saved to a file, select Browse and navigate to the file.

6.Click [Activate].

Upon successful activation, a new key displays in the text box.

7.Do one of the following:

§To save the key as a DAT file, click [Download file].

OR

§To copy the key to the clipboard (if the license will be activated on the same machine), click [Copy text].

8.Click [OK] to continue.

9.Return to the Activate License dialog.

10.If the Generate Activation Request window is still active, click [Next]. to the Enter your Activation Response window.

11.Use one of the following options:

§If you copied the key to the clipboard on the same machine, paste it into the window.

§If you saved the key to a DAT file, navigate to, and select the DAT file.

12.Click [Next]. The license key will be active and in use.

13.Click [Finish] to complete the process.

Checking the Current Content Matrix Console License

To check the status of the license key in use, open the About dialog. Here, information such as the license type, expiry date (if any), number of servers used, number of seats, size limitations for migrations, and how much data has already been migrated can be seen.

NOTE:  If an offline license is used, the offline activation process will need to be used to do this update instead, unless the system that the Metalogix Content Matrix Console is installed on has internet access.

To check the current license:

1.In the Content Matrix Console ribbon menu, choose Help > About.

2.In the dialog that opens, click [Refresh]. This will force a refresh of this data from the licensing servers and update the information.

Overview of Content Migration

Content Migration is a subset of a broader data gathering process known as "Extract, Transform and Load" (ETL):

·Extract - Extraction is the acquisition of data from source systems (e.g., a file share or a web site).

·Transform - Transformation is the modification of source data to conform to the requirements of the target system (e.g., changing field names and manipulating data values).

·Load - Load is the movement of the data into the target system.

In the context of Metalogix Content Matrix, content migration describes the ETL process as it applies specifically to the migration of documents to enterprise content management systems. The content migration process performed by Metalogix Content Matrix is broken down into the following steps:

·Import - The first step in any content migration effort is to load the source content into Metalogix Content Matrix.  This is generally achieved by connecting to a source file system that contains content items that are candidates for migration.

Metalogix Content Matrix imports references to content items and maintains a copy of all desired metadata within a project. Please see the topic entitled "Importing Content" for more details on working with an item's metadata.

·Analyze Content - After importing a large set of content into a project, Metalogix Content Matrix provides powerful analysis tools to better understand the source content. Through analysis, a user can determine exactly which content to migrate, where it should be migrated and when the migration should occur.

·Edit Content - Most source metadata content requires modification or additional attribution prior to being migrated. Metalogix Content Matrix Console provides a flexible and extensible metadata management framework for updating and creating metadata. In conjunction with content analysis tools, Metalogix Content Matrix Console empowers users to fine-tune metadata before migrating to an enterprise content management system such as SharePoint.

·Migrate - Content that has been imported and edited, is then ready to be exported. Metalogix Content Matrix Console - File Share Edition includes numerous configurable export actions to get content from source to destination with all applicable metadata.

Using these four steps, Metalogix Content Matrix can be used to easily perform migrations of any size.

Introductory Concepts

The basic introductory concepts for working with this edition of Metalogix Content Matrix include:

·Content Items

·Metadata

·Actions

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