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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

License Key Troubleshooting


I have been unable to get Metalogix Content Matrix to recognize my license key. When I copy and paste it into the box, I get a "the specified license key is invalid" error.


Here are some things to check:

·Confirm that the license you are installing is for the correct application versions of Metalogix Content Matrix. Contact Quest to verify that it is.

·When performing an offline key activation, make sure to enter the long key in its entirety, including the "=" symbol at the end of it.

·Verify that you have write privileges to the registry. The installer will fail if the registry is locked. In some cases there may be a group policy that is preventing the user from adding the key in the registry, despite the user having the correct permissions.

·Some versions of Windows will automatically block write access to the registry under the user account, even if that account has write access to the registry. In this case you can go to the application installation folder, right click on the application executable, and choose 'Run as Administrator'. Then re-enter the license key.

Changing a Job Configuration for Multiple Files


Is it possible to change the configuration for multiple job files at one time in the Job List section of Metalogix Content Matrix?


Yes, this is possible. Most users will only need to change the configuration of a single job in the Job List section, but it is possible to change the configuration for multiple jobs at one time.

In order to modify the configuration for multiple job files at one, select all of the jobs in the Job List section. Once all of the desired jobs are selected there are two methods that can be used to access the configuration dialog. The first is to click the Change Configuration button at the top of the Job List, and the second method is to open the context (right-click) menu, and select the Change configuration for selected jobs option.

The behavior for changing the configuration of multiple files at once changes slightly depending on the version of Metalogix Content Matrix Console that is being used.

Behavior in Versions 6.1.00 and Later

When changing the configuration for multiple files that use the same type of action at once, only settings that are changed during the re-configuration will be pushed into all of the selected jobs. This means that even if all of the jobs contain different settings, they will all still contain these different settings after the configurations have been modified. Only the settings that were re-configured will be changed (to whatever setting they were changed to).

Let's look at the example of three "Paste Site" jobs that are previously configured, and each has a different Rename action applied to it as well as a few various other differences in selected options. When the Change Configuration is applied to all three at once, only the settings that were reconfigured will be affected. So if the web part options were changed, then those options will be applied to all three jobs, but each will still retain their original Rename setting, and any other settings that were configured even if there are differences.

Behavior in Versions 6.0.0201 and Earlier

When changing the configuration for multiple files that use the same type of action at once, all of the selected files will have the options for the first job in the Job List section pushed into them, regardless of any other setting the previously used. Basically, all of the jobs after the first select job in the Job List will be modified to use all of the settings from the Change Configuration dialog.

Let's look at the example of three "Paste Site" jobs that are previously configured, and each has a different Rename action applied to it as well as a few various other differences in selected options. When the Change Configuration is applied to all three at once, all of the configuration options that are set for the first of the selected jobs in the Job List will be pushed to the two remaining jobs. These two remaining jobs would then use all of the exact same configuration options as the first job, including the values for the rename options. Any of the previous settings for the two remaining jobs would be lost (because they are replaced with the first jobs configuration options).

Multiple Clients


Does Metalogix Content Matrix Console - File Share Edition support running multiple clients at the same time?


Metalogix Content Matrix Console - File Share Edition does not currently support running multiple migration actions at one time through a single instance of the client. However, it is possible to open multiple copies of the client and have each one run a separate migration action. If multiple instances of the client are opened at the same time to run migrations, users will need to make sure that the source documents/folders are not being copied from the same location, and that the selected target is not the same SharePoint list/site. If the source and target location overlap for multiple concurrent migrations there is a possibility that the SharePoint APIs that are called by File Share Edition will conflict and they will try to overwrite one another. As a result the migrated content may not migrate correctly, and will have to be re-migrated at a later date.

Can I Use Multiple Filters in a Crawl?


Do you know if there is a way to add three or more filters, or item type specific filters, to the crawled content. For example, when crawling content is there a way to generate one filtered list that, uses some typical logical operators (i.e. AND, OR, >, <, etc)? For example, how would you generate one spreadsheet where Tim is the author, the file is greater than 5 MB, older than 2005, and the file can only be in .PDF, word 2007, or .TXT?


Metalogix Content Matrix Console uses mainly inclusive filtering and not exclusive filtering. There are some filters that can be added for some basic URL filtering, as well as filters that can be applied to items.

For the filters that can be applied to items, these are only inclusive, but can be used to help narrow down any content that is to be crawled. For example a filter can be set so that only .TXT files are crawled. The filter itself is inclusive in nature, but is filtering out any other content if it isn't .TXT format.

This being said, there are some other methods that can be used to achieve the desired results.

Method 1 - In the View tab, navigate to the top level folder that contains all of the desired content that needs to be filtered and migrated. When the folder is selected, switch to the Items View tab. Here, users can set any number of desired filters to the content within the folder(s). The Show Items in Sub Folders button can be used to display any content within sub-folder, in case there is any content in these folders that should also be migrated. Users can then click the Filter button to add a filter to the Items View. Any number of filters can be added or removed using the Filter button. After all of the desired filters have been added, users can migrate their desired content from the Items View tab.

Method 2 - While Method 1 can be useful it can become complicated for filters that require more specific results. This is where Method 2 comes be helpful. With this method you would crawl all of the content, and then export it to CSV file. Please see the Working with CSV Files page for more details. Once the CSV has been exported it can be opened in a spreadsheet application, and the data can be manipulated to apply any desired filters. Then save it as a CSV file again. If users want only this filtered content under the specific File Share connection, then there are two options available. First would be to add a new File Share connection and import this modified CSV into the new connection, and the second option would be to delete all the content from the existing File Share connection, and then import the CSV back into the now empty connection node. For both cases it is important to keep the values from the SourceURL or the MetalogixID from the inital content import/export action. After the CSV has been imported into an empty connection node users can migrate all of the content of that File Share connection, since it should now only list the desired content.

Note: This method can also be performed with the Import/Export with Excel options.

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