Chat now with support
Chat with Support

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

How the Schedule Task Feature Works

Metalogix Content Matrix Console can run any migration as a scheduled task on the system that the client application is installed on. This can be any migration action that exists in the Job List section, whether it's a migration job that was saved or a job that was previously run. Once a job exists in the Job List section users can run the Schedule Task option.

The Schedule Task option saves configurations for the selected job(s) as a PowerShell script. After the script has been saved, you must create a Windows Scheduled task:

·through the Metalogix Content Matrix Console UI

OR

·directly in the Windows Task Scheduler

Once these jobs have been created as scheduled tasks they can no longer be viewed (as scheduled tasks) in Metalogix Content Matrix.  If you want to make any other modifications or remove the task you can do so  directly in the Windows Task Scheduler. If a task has been scheduled, the system will be able to run the task at the appointed time(s), regardless of whether Metalogix Content Matrix client application is open.

After the scheduled task has run, a new entry will be added into Metalogix Content Matrix's Job List section.

Before Configuring Migration Actions to Run as Scheduled Tasks

·Any system that runs the PowerShell script for the scheduled task must have all of the Metalogix PowerShell snap-ins and plug-ins installed and configured for use on the PowerShell console that will run the scripts. If these are not configured the scripts will fail to run, and the migration will fail.

·It is recommended that the connections to the source and target environments have the Remember my password check-box selected. This is to ensure that the PowerShell scripts will be able to establish a connection to both the source and target environments when they are being run. If a password is required and this check-box is not set, the migration will fail. However, users can manually enter this value into the PowerShell script itself if the option was not checked when the script was first generated.

Note: The migration job used to create a scheduled task can either be a job that has previously been run or it can be a job that was saved.

Initiating a Scheduled Task

1.Select the newly added migration job in the Job List section.

2.Use the information in the following table to determine the appropriate action to take.

If you want to create a scheduled task …

Then …

Through the Metalogix Content Matrix Console UI

Either:

§Click the [Schedule Task] button in the Job List menu options

OR

§Right-click and choose Schedule Task.

Directly in the Windows Task Scheduler

Either:

§Click the [Generate PowerShell Script] button in the Job List menu options

OR

§Right-click and choose Generate PowerShell Script.

3.Choose the appropriate option from the sub-menu to specify the security method that will be used when generating the PowerShell script to run the scheduled task. Use the information in the following table for guidance.

If you want to generate a PowerShell script for scheduling …

Choose …

that can be used only by the currently logged in User Account on the machine it is generated on

For Current User and Machine.

NOTE:  Any PowerShell scripts that are generated for scheduling through this option can only be run by the logged in user on the machine they were generated on.

that can be used by any User account on the machine it is generated on

For Local Machine.

that can be used by any User account on any machine that has the certificate that is specified when the script is created

For Certificate.

When you save the PowerShell script using this method you will be prompted to select a security certificate that exist on that machine. The selected certificate will be required on any system that attempts to run the script at a later date.

CONTEN~1_img140

 

4.Use the information in the table below to determine the appropriate action to take based on the option you chose.

If you chose …

Then …

Schedule Task

 When prompted, save the PowerShell script to a desired location; by default:

·For scripts generated using the For Current User and Machine option - <Drive>:\Users\<Username>\Documents\Metalogix\PowerShell.

·For scripts generated using the For Current Machine or For Certificate options - <Drive>:\ProgramData\Metalogix\PowerShell

Generate Powershell Script

a Notepad file containing the PowerShell script opens.

Save this file to the location from where you want the script to run, and give it an appropriate name (being sure to keep the ".ps1" extension).

Continue with the procedure for Scheduling a Migration Job via the Windows Task Scheduler.

.

Scheduling a Migration Job via the Content Matrix UI

If you chose the Schedule Task option (that is, to schedule a migration job via the UI), once PowerShell script has been saved the Create Task Wizard dialog opens, allowing you to start configuring the scheduling for the migration task.

1.Complete the Create Task Wizard as follows:

a)Enter a desired name for the scheduled task in the Task Name field.

The Description section displays some additional details about migration action, such as the source and target locations.

CONTEN~1_img141

Click [Next].

Set the Trigger for the scheduled task. Use the information in the following table for guidance.

CONTEN~1_img142

If you want the scheduled job to run …

Select …

at the same time every day

Daily.

whenever a specific system event is logged

When a specific event is logged.

on specified days during specified months

Monthly.

one time only at a specific date/time

One Time.

on one or more specified days on the week

Weekly.

2.Click [Next].

3.Use the information in the following table to determine the appropriate action to take.

If you selected …

Then …

Daily

·Select a Start date and time, and

·For Recur every….days, select the interval at which you want the job to run.

CONTEN~1_img143

When a specific event is logged

·Select the Log from which you want Metalogix Content Matrix to search for the event.

·Select the Source program, application, or service from which the Logs are filed.

·Enter the specific Event ID used trigger the scheduled task.

CONTEN~1_img144

Monthly

 

·Select a Start date and time.

·From the Months drop-down, use the checkboxes to select/deselect the months during which you want the scheduled task to run.

CONTEN~1_img145

·Select the appropriate option:

§If you want the scheduled task to run on specific calendar days, select the Days radio button, and from the drop-down use the checkboxes to select/deselect the days when you want the scheduled task to run.

CONTEN~1_img146

§If you want the scheduled task to run on specific days of the week, select the On radio button, and from the drop-downs select the frequency and week day(s).

 

For example, if first, third and last are selected in the first drop down menu, and Monday and Thursday are selected in the second drop down menu. the scheduled task will be run on the first, third, and last Monday of the month, as well as the first, third, and last Thursday of the month.

CONTEN~1_img147

One Time

Select a Start date and time.

CONTEN~1_img148

Weekly

·Select a Start date and time.

·For Recur every n weeks on:

§Specify how often the scheduled task should occur.

For example, if the value is set to 5 then the scheduled task will run on every fifth week. If the value is set to 2 then the task will be run every other (every second) week.

§Check each day of the week on which you want the task to run.

For example, if the Recur every value is set to "3" and the day is set to "Wednesday", then on every third week the scheduled task will be run on Wednesday at the entered value for the start time. If the recur value is set to "1" and both "Wednesday" and "Sunday" have been selected, then the scheduled task will be run on Sunday and Wednesday of every week.

CONTEN~1_img149

 

A Summary of the scheduled task displays. If the summary looks correct, click the Finish button to complete the scheduling of the migration task. The task will now be added in the Windows Task Scheduler under a Metalogix folder.  (You may need to Refresh the Windows Task Scheduler dialog before the scheduled tasks will be displayed.)

Viewing the scheduled task, making any modifications or deleting the task itself must be done from within the Windows Task Scheduler, which can be accessed via the Metalogix Content Matrix Console’s Jobs List section Scheduled Task >

CONTEN~1_img150

After a scheduled task has been run, a new entry for the migration will be added into the  Job List section.

Related Documents