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Metalogix Content Matrix 8.9 - SharePoint Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Enabling Advanced Mode Connecting to SharePoint Migrating to O365 Using the Azure Pipeline/SPO Containers Preparing for a Migration How Content Matrix Handles Various SharePoint Components Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Copying SharePoint Objects as a Separate Action Self-Service Migration Incremental Migration Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering Metalogix Command DLL Files Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.SharePoint.Migration.Commands
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed and Self-Service Migration Frequently Asked Questions
DB_Owner Permission Migrating with the Fabulous 40 Templates Item Count Discrepancies Keyboard Shortcuts License Key Troubleshooting Determining the Status of a Migration Running in the Background MySite and User Profile Migration Issues Optimal Setup for Best Performance Using Proxies, Load Balancing or Alternate Access Mappings Troubleshooting the Extensions Web Service Installing the Extensions Web Service on Specific Systems Extensions Web Service Installation Files Using Older Versions of the Extensions Web Service Preserving IDs when Migrating a Custom List as a Folder Migrating JavaScript Migrating Site Variations Migrating with SharePoint Document IDs Changing a Job Configuration for Multiple Files SharePoint 2003 Version Migration Limitations SharePoint 2013 and Later Site Collection Creation Issue Job List Database fails to Load After Upgrade Customized Wiki Page Web Part Zones Not Being Migrated Preserving SharePoint List Item IDs with a CSOM Connection Type Retrying Failed Document Copies to O365 CSOM Connections Migrating Content When the Source Custom List Template is Missing Are SharePoint Online Migrations Throttled? What to Expect when Migrating with StoragePoint on the Target Migration Error Message 'There was an Error Reading from the Pipe: The Pipe has been Ended (109, 0xd6)' How do I Remove Items from My Azure Blob Storage Account? Azure Batches Getting Stuck "Error, the batch will be resubmitted" Message Displays When Using Azure Item Count at Target is Increased When Migrating Using the Azure Pipeline Custom Lists with Versioning Enabled Not Being Migrated When Using the Azure Pipeline Supported Nintex Actions for SPO Migration "Insufficient Credentials" Message Connecting to Modern Team Site Using Web Browser Authentication Error Making a Browser-Based Connection with PowerShell Console Open
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Preparing for a Migration

Metalogix Content Matrix offers a number of tools to help you locate and organize data and in preparation for your  migration.  You can:

·Search for SharePoint sites, lists, folders, and/or items/documents that meet criteria you specify

·Preview documents

·Create SharePoint objects

·Delete SharePoint objects

·Compare SharePoint objects on source and target

·Check links

·View StoragePoint details

Using the Search Function

 

This search feature allows you to do a search through the top-level node of a SharePoint connection for  sites, lists, folders, and files.  Filters can also be applied to the search criteria using the four main metadata fields (Created, Created By, Modified, Modified By) as well as content types. The search results can be sorted through, and you can view each returned item's properties.  You can also run actions on returned items using the right-click menu.

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

Connection icon

For SharePoint 2013, the Search function is only available when using a SharePoint Database connection. For SharePoint 2019, because the Database connection type is not formally supported, neither is the Search function.

To run a Search:

1.In Explorer View, select the connection in which you want to search.

2.Right-click and choose Search.

3.Enter a Search Term/Filter and/or click [Advanced Options] and select any additional criteria you want to use.SP Search

4.Click [Search].

All the results of the search display in the bottom pane.  Select a result from the list to:

·View the metadata field properties for a selected item (by clicking [Show Properties]).

·Perform an action on a selected item (by right-clicking it and choosing the action).

Working with Search Results

Search results display in the bottom half of the dialog.  You can sort results by any available column.  

To view an object’s Properties:

Select an object in the results list to populate the Search Properties section.

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From Search results, you can perform the same actions that are available in the explorer view for the selected object type.

To act on a search result:

Select an object in the results list, right click, and choose the appropriate option.  Refer to the applicable topic in this guide for details.

Previewing Documents

Metalogix Content Matrix can let you preview documents that are in a Document Library before any actions are taken on them. Any documents that are being previewed will open in the appropriate (associated) application on the Desktop.

NOTE:  Items from a SharePoint List view cannot be previewed, as these items are not actual documents. The option to preview a document is only available from the Items view tab.

To Preview a Document:

1.In the Explorer View tab, navigate to the desired Document Library that contains document that you want to preview.

2.Switch to the Items view tab.

3.Select any document that you want to preview, right-click, and choose Preview Document.

PreviewDocument_SP

The selected document will open in the appropriate (associated) application on the Desktop.

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