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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

Create SharePoint Site Collection

You can create a new site collections on a target SharePoint environment for any SharePoint connection type, except for database and site connections.

To create a new SharePoint site collection:

1.In the Explorer View navigate to the SharePoint Farm/ Web Application (On-Prem) or Tenant (SharePoint Online) where the new site collection should be created.

2.Right-click and choose Create Site Collection, then select the desired mode:

§For SharePoint on premises Farm there are two options for creating site collections:

§Admin Mode

§Self Service Mode

§For a SharePoint Tenant, only the Admin Mode option is available.

Create Site Collection Menu Option

3.Complete the fields on the Create Site Collection dialog for the selected Mode as you would if you were creating a site collection in native SharePoint.

NOTE:  In addition, if you are creating a Site Collection in Admin Mode within a SharePoint on-premises farm, you have the option to create a host named site collection using the Host Header option.  Refer to the Microsoft TechNet article details about host-named site collections.

Create Site Collection dialog

4.After completing the dialog, click [OK].

The new site collection now displays in the Explorer View.

Create a SharePoint List

You can create a new SharePoint list via Metalogix Content Matrix under an existing site as long as:

·the connection type is not read-only, and

·the new list can use any site template that is installed on the SharePoint environment.

If site creation is not valid for the connection type, the option will be disabled.

To create a new list:

1.Navigate to the SharePoint Site where the list/library should be created.

2.Right-click and choose Create List.

Create List Menu Option

3.Complete the Create List dialog as you would if you were creating a list in native SharePoint.

Create List dialog

4.After completing the dialog, click [OK].

The new site collection now displays in Explorer View.

Create SharePoint Folder

You can create a new SharePoint list via Metalogix Content Matrix under an existing list or library (or within an existing folder) as long as the connection type is not read-only..  If folder creation is not valid for the connection type, the option will be disabled.

To create a new SharePoint folder:

1.Navigate to the SharePoint Document Library, List, or Document Folder under which the new folder should be created.

2.Right-click and choose Create Folder.

Create Folder Menu Option

3.Complete the Create Folder dialog.  

Note that the Folder Type drop down allows you to select the content type with which to create the folder. if only one content type exists on that list/library/folder, the option will be grayed out. There is also a check-box option to overwrite any existing folder that uses the same folder name at the level the folder is being added.

Create Folder dialog

4.After completing the dialog, click [OK].

The new folder now displays in Explorer View.

Deleting a SharePoint Object

You can delete a SharePoint object via Metalogix Content Matrix as long as the connection type is not read-only. SharePoint objects that can be deleted via Metalogix Content Matrix are:

·SharePoint Sites

·SharePoint Lists

·SharePoint Document Folders

·SharePoint Documents

·SharePoint List Items

If the action is not valid for the connection type, it will be disabled.

NOTE:  Document versions and list item versions cannot be deleted via Metalogix Content Matrix.

To delete a SharePoint Object:

1.Select the SharePoint object to be deleted.

NOTE:  Depending on the type of object, this may be in the Explorer View or in the Items View.

2.Either:

§Press the Delete key on the keyboard.

§Right-click on the object and choose Delete [Object].

Delete List Menu Option

You will be prompted to confirm the action before continuing.

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