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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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Configuring Proxy Settings

In most cases Metalogix Content Matrix can automatically connect to SharePoint and authenticate license keys, through an environment's proxy setting, However, in some cases the proxy may need to be configured within Metalogix Content Matrix. In these cases users can specify the proxy settings though the connecting dialog.

There are two basic places where this proxy setting can be configured. The first of these is when activating a license key, and the second when connecting to SharePoint. The  dialogs for these options look slightly different, and the when you are using a proxy to connect to SharePoint, you have the additional option to Import Proxy from Internet Explorer.

Proxy Options Blank

To configure proxy settings:

1.In the Proxy server dialog, check the Enable proxy box.

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

If ...

Then ...

you want to manually enter proxy information

A.Select Enter Manually.

B.Enter the Server name (or IP) and Port for the proxy.

C.Specify the credentials to be used when connecting to the target server.

The Windows authenticated credentials of the current user will be selected by default. You can specify alternate SharePoint credentials by clicking the Different user radio button, and entering an alternate username and password.

Proxy Options Manual

Internet Explorer has been configured to use a proxy server via a proxy auto-configuration (.PAC) file and you want  to connect to SharePoint using this method

select Import Proxy from Internet Explorer.

Proxy Import from IE

NOTE:  This option is currently available only when connecting to SharePoint.

Refer to the Microsoft article Auto proxy configuration settings for Internet Explorer for more information.

3.If you accessed the dialog from the License Activation dialog, click [Set].

NOTE:  If this method does not seem to be working, you can manually configure Metalogix Content Matrix to use a proxy setting.  See Manually Configuring Proxy Settings.

Manually Configuring Proxy Settings

If, for some reason, Metalogix Content Matrix cannot connect through a proxy, then the proxy settings can be configured through the Metalogix Content Matrix UI. If you are not able to configure the proxy settings through the product's UI for some reason, it can be configured manually. The below directions should help you manually configure some explicit proxy settings, enabling the product to work with your proxy.

To manually configure proxy settings:

1.Open the Metalogix Content Matrix Console and add a connection to the desired SharePoint location.

2.After a connection has been added, close Metalogix Content Matrix.

3.Open the ActiveConnections.xml file, which can be found in one of the following locations, in a text editor:

§Microsoft Vista/Windows 7/Windows8/Windows 10 based systems - <DRIVE>:\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - <Product> Edition

§Microsoft Windows XP based systems (Windows 98, Windows Me, Windows 2000, Windows 2003, and Windows XP) - <DRIVE>:\Documents and Settings\<USER>\Application Data\Metalogix\Metalogix Content Matrix Console - <Product> Edition

Within the XML file there is a <Connection /> XML element for each added connection. In order for proxy settings to be added to a connection, another element needs to be added inside the connection XML. The added element should be named Proxy, and it should have an attribute named Url. The value for this Url attribute should be the actual URL for the proxy that will be used.

For example, if we are trying to add a proxy connection to the following node:

<Connection NodeType="Metalogix.SharePoint.SPWeb, Metalogix.SharePoint, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b240fac3e39fc03" AdapterType="WS" Url=http://SharePoint2010 />

We would add: <Proxy Url="http://metalogixproxy:8000/" />. So the end result would be:

<Connection NodeType="Metalogix.SharePoint.SPWeb, Metalogix.SharePoint, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b240fac3e39fc03" AdapterType="WS" Url="http://SharePoint2010">

<Proxy Url="http://metalogixproxy:8000/" />

</Connection>

If the proxy connection requires a user name and password that differ from your normal logged in Windows credentials, then these can also be specified in the Proxy element. The attribute UserName can be used to enter a user name (in domain\user format), and an attribute named Password can be used to enter the password value.

In this case the Proxy value <Proxy Url="http://metalogixproxy:8000/" /> would become:

<Proxy Url="http://metalogixproxy:8000/" UserName="DOMAIN\ProxyUser" Password="ProxyPassword" />

4.After these values have been entered to the desired connection, save and close the ActiveConnections.xml file.

5.Re-launch Metalogix Content Matrix.

The connection using the proxy should now be configured, and the connection should be established and working.

Restricting Available Actions and Suppressing Events

Metalogix Content Matrix provides you with the ability to control what actions are available to the client application through configuring on the SharePoint server. Product behaviors can be restricted along three dimensions:

·Available actions

·Unrestricted users

·Suppressed events

Configuring the behavior of the Metalogix Content Matrix client from target SharePoint servers requires that an XML configuration file be added to the target SharePoint server web application directory. The XML file must be named ServerAdapterConfig.xml and placed in the ML folder directory located within the SharePoint hive (this is the same directory where the Metalogix SharePoint Extensions Web Service files are). Below are some examples of the typical directory location of the ML folder, depending on SharePoint product version and configuration:

·SharePoint 2007: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\isapi\ML

·SharePoint 2010: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\isapi\ML

·SharePoint 2013: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\isapi\ML

·SharePoint 2016: - C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\isapi\ML

·SharePoint 2019:-  C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\16\isapi\ML

ServerAdapterConfig.xml File Format

Below is an example of the simple XML format required for ServerAdapterConfig.xml.

   <ServerAdapterConfig>

     <DisabledActions>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteAction</Action>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteCollectionAction</Action>

       <Action>Metalogix.SharePoint.Actions.Migration.PasteSiteLists</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.CopyRoleAssignmentsAction</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.CopyWorkflowAssociationsAction</Action>

    <Action>Metalogix.SharePoint.Actions.Migration.PasteFolderAction</Action>

     </DisabledActions>

     <ExemptUsers>

       <User>METALOGIX\geordie</User>

       <User>METALOGIX\julien</User>

     </ExemptUsers>

     <SuppressEvents>False</SuppressEvents>

   </ServerAdapterConfig>

There are three main sections within the root ServerAdapterConfig section of this XML:

·DisabledActions: This section defines the set of actions that cannot be run on the client.  See Actions That Can Be Disabled on the Server Side for a complete list.

·ExemptUsers: This section defines the set of users by user name who are exempt from any DisabledActions. In other words, a user in the ExemptUsers is not subject to any restrictions imposed on Metalogix Content Matrix clients by the DisableActions section.

·SuppressEvents: This section defines if any of SharePoint's event receivers are suppressed/disabled during a migration and then restarted once the action is complete. The value for this section is set to "True" by default, but can be manually configured if want event suppression to be disabled. Suppression of event receivers allows Metalogix Content Matrix to avoid any potential concurrency issues when migrating (mainly with regards to workflows).

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