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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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Installing an X.509 Security Certificate for Remote Agents and Workstations

An X.509 certificate must be created and then installed on all machines in the Distributed Migration or Self-Service Migration model, and the same certificate must be copied and installed on every agent and workstation that participates.

Following is an example of how to install an X.509 security certificate, specifically for use with Distributed and Self-Service Migration models.  It covers how to install a certificate and provides one method for creating certificates.  

Please contact your IT administrator for assistance with the installation of a certificate signed by a certificate authority.

To install an X.509 Certificate for use with Distributed and Self-Service Migrations:

1.Log into the (Controller or agent/workstation) machine as the Windows administrator.

2.Double-click the certificate file that you want to install.

The Certificate Import Wizard opens.


3.For Store Location, make sure the appropriate option is selected, based on the configuration scenario:

§For Distributed Migration agents, keep the default selection (Current User)

§For Self-Service workstations, select Local Machine. [Next].


5.Verify the file shown in the [File name] field. Click [Next].


6.Specify the password. (Keep the default settings as they are.)  Click [Next].


7.Keep the default settings as they are. Click [Next].


8.Click [Finish]. (You will then be prompted to confirm the installation.)

The certificate is installed on the machine. To install the certificate on remote agents and workstations, log in to the agent machines or workstation as the windows administrator, copy the certificate to the agent or workstation machine and repeat these instructions.

Creating an X.509 Security Certificate for Distributed and Self-Service Migration

There are multiple ways to create an X.509 Certificate. It is usually recommended to talk to your System Administrator/IT administrator or Security specialist in order to get one created for you. However, if you need to create one yourself, below are some basic steps to generate a basic certificate that will work with your Distributed Migration and Self-Service Migration deployments.

The following instructions can help you generate a self-signed certificate for test purposes only. Please contact your IT administrator for assistance with the creation and installation of certificate signed by a certificate authority.

1.From the Controller machine Start menu, search for Internet Information Services (IIS) Manager and open it.

2.In the Connections pane on the left-hand side, click on the server name.

3.In Features pane, double-click Server Certificates in the IIS section.

4.In the Actions pane on the right-hand side, click Create Self-Signed Certificate. The Create Self-Signed Certificate dialog appears.

Create Self Signed Certificate

5.In the Specify a friendly name for the certificate field enter a desired name.

6.Click [OK].

7.In the Server Certificates list, select the certificate you just created, and right-click to display the actions menu.

Server Certificates

8.In the Export Certificate dialog, enter the location in the Export to field. Enter and confirm a password in the password fields.

Export Certificate

9.Click [OK]. The certificate file is exported to the specified location.

In addition to the above steps there are some alternative methods that can also be used to create certificates. Some examples can be found at the following locations:



Creating a Distribution Database for Distributed and Self-Service Migration

Following are instructions for manually creating a Distribution Database for use with the Distributed Migration and Self-Service Migration models, as well as how to connect to a Distributed Database.

To create and/or connect to a Distribution Database

1.From the Controller machine, in the Jobs List section of the Metalogix Content Matrix Console, choose File > Connect to Distributed Database to display the Connect to Distributed Database dialog.

2.In the SQL Server field, enter name of the SQL server. You can manually enter the name or IP address of the SQL server.

Alternatively, you can click [Browse] to open the SQL Server Browser dialog, and select from any of the listed servers.

Connect to Distributed Database

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

If ….

Then …

You are configuring Distributed or Self-Service Migration for the first time and need to create the Distributed Database

A.Click [Browse] to open the Database Browser dialog.


B.Click New Database to display the Create New Database dialog.

C.In the Name field, enter the name you want to use for the Distributed Database, and click [OK]. The new Database will be added to the list. Select this Database and click [OK].


D.Click [OK] to create the database and redisplay the Connect to Distributed Database dialog.

the Distributed Database already exists


·Manually enter the SQL Database Name


·Click [Browse] to open the Database Browser dialog and select the Distributed Database from the list.

4.Select the appropriate Authentication option.  Use the information in the following table for guidance.

If you want to …

Then …

use the default Windows authentication method of the currently logged in user

select Use Current Windows User.

use the database authentication to validate the user

Use SQL Server Login.

NOTE:  This is the recommended option, and should be used when the Distributed Database is on another server and the Windows authentication for that server is not the same as the current user's credentials.

Clicking the Remember my password check-box will allow Metalogix Content Matrix to remember the password for this SQL Server Authentication account.

5.Click Connect to establish the connection to the Distributed Database.

NOTE:  If you are logged into Metalogix Content Matrix with the default settings, you are probably connected to the SQL CE repository. If you subsequently establish a connection to an Distributed Database that is based on SQL Server, then you will be prompted with a message asking if you want to copy the configuration settings (application, environment, and user settings) to the Distributed Database.

6.Click Yes to continue with the copy process. This is a recommended step. Alternatively, click No to prevent the copy.

Every time you switch to the Distributed Database or move from the Distributed Database back to SQL CE, you will see the message box to copy configuration settings.

If you have agreed to copy the configuration settings, a confirmation dialog appears.

7.Click [OK] to complete the process. Then close and restart the Metalogix Content Matrix Console.

When you restart the Metalogix Content Matrix Console, verify that the Job List section is displaying the details of the Distributed Database, and the Manage Agents and Manage Queue buttons are enabled in the Metalogix Content Matrix Console ribbon.

Jobs List Agent Database

Managing Agents and Workstations

The Metalogix Content Matrix Console that is set up as the Controller (or Host), provides a single point of management control with the ability to add, view, edit, update, refresh and remove agents and workstations.

To open the Manage Agents or Manage Workstations dialog:

Use the information in the following table to determine the appropriate option to select.

NOTE:  If you are not connected to a configured Distributed Database, Manage options will be disabled.

If you are managing  ...

Then ...

Distributed Migration agents

from the Metalogix Content Matrix Console ribbon, choose Connection > Manage Agents.

Self-Service Migration workstations

from the Metalogix Content Matrix Console ribbon, choose Connection > Manage Workstations.

REMINDER:  If your Metalogix Content Matrix license does not include Self-Service Migration functionality all Self-Service options will be disabled.

Self Service Options Disabled

Manage Agents Dialog

The Manage Agents or Manage Workstaions dialog presents a toolbar with the following options:

·Add Agent/Add Workstation - Allows you to automate the set up and configuration of a Distributed Migration agent or Self-Service workstation.

·View Agent/View Workstation - Displays more information about a selected agent or workstation such as log history, and other pertinent information.

·Edit Agent/Edit Workstation - Allows you to change the credentials of a selected agent or workstation.

·Update Agent/Update Workstation - Updates the Metalogix Content Matrix Console, license file, and all the mapping files on the selected agent.

·Refresh Agent/Refresh Workstation - Displays the most recent status of a selected agent or workstation.

·Remove Agent/Remove Workstation  - Deletes the agent or workstation definition from the Distributed Database but preserves the application and other files on the agent or workstation machine.

The Manage Agents/Manage Workstations dialog also displays a list of Metalogix Content Matrix agents or workstations. The information presented in the various columns are as follows:



Agent Name

Workstation Name

Name of the physical or virtual machine that is set up as an agent or workstation.

OS Version

The version of the operating system used by the agent or workstation.

CM Version

The version of the Metalogix Content Matrix edition installed on the  or workstation.

Run As

Down-level logon name to access the agent or workstation. For example, mydomain\administrator


Recent state of the agent  or workstation. The status values could be one of the following values:

Available - the agent or workstation is ready to start a new migration job.

Busy - the agent is running a migration job.

Error - the agent or workstation has encountered a fault condition.

Configuring - the agent or workstation is being set up.

Log Message

The most recent log message. To view the log history and other pertinent information, see Viewing Agent or Workstation Details.

Controller/Agent Mismatch

An indication of whether the Controller and agent/workstation is running the same version of Metalogix Content Matrix.

Job Execution Allowed (workstations only)

An indication of whether Self-Service workstation job execution is enabled or disabled.  See Disabling Self-Service Job Execution.

In addition to the information presented in the columns, you can select an agent or workstation from the list by clicking anywhere on the row. A row selector icon and the highlighted row indicates the selected row. If you right-click the selected row, all actions other than the ability to add an agent or workstation is displayed as a pop-up menu as shown below.

Manage Agents Dialog Right Click Menu

NOTE:  If the Status of the selected row is Busy, then the Edit and Update actions are disabled. If the Status of the selected row is Configuring, then the Edit, Update and Refresh actions are disabled.

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