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Metalogix Content Matrix 8.9 - Public Folder Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Connecting to Public Folders Connecting to SharePoint Preparing for Your Migration Configuring Copying Options Saving or Running a Migration Action Log Files Using PowerShell with Content Matrix Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

Applying Content Types to Lists and Libraries

You can specify content types for the target list when you click [Apply Content Types] from the General Options - Select Fields to Migrate dialog.

PF Content Type Application Options

The left-hand window (Content types on target site ) displays all of the available content types that exist on the target SharePoint instance that can be applied to the target list. The right-hand window (Content types to apply) displays all of the selected content types that will be applied to the list.

To apply content types to lists and libraries:

1.From the Content types on target site window, select all of the content types that you want to apply to the list and move them to the Content types to apply window.

2.Select any of the remaining options that you want to apply.  Use the information in the following table for guidance.

If you want to ...

Then ...

map a content type column on the source to a column on the target, as the new content type column

A.Check the Map source data to new content type columns box.

B.Click the [...].] button to display the Edit Column Mappings dialog.

C.Continue with the procedure for Mapping Columns.

map items from the source into a new content type on the target based one or more specified filters

A.Check the Map source data to new content type columns box.

B.Click the [...] button to display the Map Items to Content Types dialog.

C.Continue with the procedure for Mapping Items to Content Types.

NOTE:  This option is available only when migrating Exchange folders (not individual items).

change the default content type  for the target list or library

A.Check the Change default content type box

B.Select a content type from the drop-down.

NOTE:  When you check this box, the Add unmapped items to the default content type is automatically enabled and checked.

Transformations Options


You can view, create, and edit Transformers which, as the name implies, "transform" content during migration.

There are several built-in, non-editable transformers that Metalogix Content Matrix uses to process data during the migration.  Advanced users can also create custom transformers using PowerShell.

The Transformations tab consists of two main sections: Available Definitions and Applied Transformers For <Object>. The Available Definitions section will list all of the transformation definitions that are available for the current migration action, in alphabetical order. For example, the Site definition is available when migrating at the site level or higher. However, if migrating as a document library or migrating documents, this definition will not be listed.

When one of the Available Definitions items is selected, any transformations that exist/have been configured within the migrating content will appear. Some of the actions that may be grayed out. These grayed out items are mandatory transformations that are run during the course of a normal migration, and these actions cannot be edited or removed. However, they can be reordered by using the up and down arrows to the right-hand side of the window if you want a transformation action to occur before a mandatory action. Actions that appear and are not grayed are user added transformations, and can be moved, edited and deleted at the users discretion.

In some cases, you could add another instance of an existing transformer, and then have it run in two different locations within the migration process. One could be run in the middle, and it could be run again just before the end.

Using PowerShell to Create Custom Transformations

When you select the Add Transformer > Invoke PowerShell script option for an Available Definition, you can use custom PowerShell scripts to create your own transformations beyond the built-in capabilities of the Metalogix Content Matrix.

NOTE:  For prerequisites to using PowerShell with Metalogix Content Matrix, see Configuring PowerShell for Use with Metalogix Content Matrix.

Specify when you want the script to run by selecting one of the following options:

Begin Transformation – The transformation script will run before the migration of the affected objects, allowing you to read and make changes to objects on the source before objects themselves migrate.  

Transform – The transformation script will run while the migration of the affected object(s) is in progress.  For example, the user mapping between source and target would be run using the Transform option.

End Transformation – The transformation script will run after the migration of affected object(s), allowing you to read and make changes to objects on the target.  

EXAMPLE:  The following Transformer consists of two scripts for disabling and re-enabling the Required setting for a column list.

·The first script entered into the Begin Transformation tab sets the setting of any columns that are Required to false before copying begins.

Configure PowerShell Transformer

·The second script, entered into the End Transformations tab, sets the setting back to true after item migration has completed.


Saving or Running a Migration Action

When you finish configuring a migration action, you can run it 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


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


·If the Console is configured as the Controller (Host) machine for Distributed Migration, submit a Distributed Migration job.

You can also save the job configuration as a template so that you can preserve and reuse settings for future migration jobs.

When the migration starts, a status dialog box will appear. The migration logs can be viewed (in progress or after the migration is finished) by clicking [Details>>]. The Status section of the status box will list a live count for the number of successes, warnings, failures, etc. for the migration. The Progress section of this dialog will list any completions and the type of completion (Sites, lists, items, users, groups, etc.). A Migration Completed message will appear when finished. Click Close to exit the status dialog.

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