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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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Adding an Agent or Workstation

To add an agent or workstation:

1.From the Manage Agents or Manage Workstations dialog, click Add Agent or Add Workstation.

Distributed Migration Add Agent

1.In the Agent Name or Workstation Name field, enter the name of the physical or virtual machine to set up as a Distributed Migration agent or Self-Service workstation.

Alternatively, click [Browse] and select from any of the listed computers. The computers that are listed are networked computers and not necessarily Metalogix Content Matrix agents or workstations. Contact your system administrator if you are not sure which machine should be selected.

2.In the IP Address field, enter the Internet Protocol identifier of the physical or virtual machine you want to add.

NOTE:  If the name you entered can be resolved successfully, the IP Address field is automatically filled. If you have entered a both a Name  and IP Address field manually, and both values resolve to a valid physical or virtual machine, then the value specified in the IP Address field will take precedence.

3.Specify the machine credentials in the Connect As section as follows:

a)In the User Name field enter the down-level logon name of the windows administrator to access the machine. For example, enter 'mydomain\administrator'.

b)In the Password field, enter the password required for authentication.

NOTE: The credentials will be saved to the Windows Vault on the Controller machine. The credentials will be updated if the specifications are edited. For more information, please see Editing an Agent or Workstation. The  credentials will be deleted when the machine is removed from Distributed Database. For more information, please see Removing an Agent or Workstation.

4.Click the [Browse] button by the Location field and choose a security certificate (PFX file) to deploy to the machine.

5.Enter the password for the security certificate in the Password field.

6.Click [Connect].  

This action adds the agent or workstation to the Distributed Database and copies the Metalogix Content Matrix installer files, Application Mapping files, and the licensing file to the specified machine.  The Metalogix Content Matrix Console is silently installed and configured on the selected machine.  (For Self-Service Migration the simplified SharePoint Edition of the Console is installed on the workstation.  For Distributed Migration, all editions are installed on the agent.)

The new agent or workstation appears in the list in the Manage Agents or Manage Workstations dialog. The Status value is 'Configuring'.

Viewing Agent or Workstation Details

To view agent or workstation details:

1.From the Manage Agents or Manage Workstations dialog, select an agent or workstation in the list.

2.Click View Agent or View Workstation.

CONTEN~1_img137Agent Details

The table below describes the information in the Agent Details or Workstation Details dialog.



Agent Name

Workstation Name

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

IP Address

The Internet Protocol identifier of the machine.

OS Version

The version of the operating system used by the machine.

CM Version

The version of the Metalogix Content Matrix Console installed on the machine.

Connected As

Down-level logon name used to access the machine. For example, mydomain\administrator.

Agent Output

Workstation Output

List of log messages from the agent or workstation prefixed with a time stamp. The most recent message appears at the top of the list.

Changing Agent or Workstation Account Credentials

You can change the account credentials of an Agent via the Edit Agent or Edit Workstation dialog.

To edit an Agent or Workstation:

1.From the Manage Agents or Manage Workstations dialog, select the agent or workstation whose credentials you want to change.

2.Click Edit Agent or Edit Workstation.

Note that the Name and IP Address fields are read-only and disabled. The [Browse] button is also disabled.

Edit Agent Dialog

3.If necessary, change the User Name and/or Password.

4.Click [Connect] to update the credentials.

Updating an Agent or Workstation

If an agent or workstation is not running the same version of Metalogix Content Matrix, You can update the Metalogix Content Matrix Console versions and the application mapping files on the Manage Agents or Manage Workstations dialog displays a value of Yes.

Manage Agents Dialog Mismatch

You can also use this dialog to:

·update application mappings


·update the version of the SharePoint 2013 or 2016 database adapter used as the source connection, to be consistent with the version used on the Controller machine.

NOTE: If you first configured Self-Service migration prior to version, you must perform a special, one-time update for each workstation.  Refer to the topic Updating Self-Service Workstations After an Upgrade from a Version Earlier Than

To update an agent or workstation:

1.From the Manage Agents or Manage Workstations dialog, select the agent or workstation you want to update.

2.Click Update Agent or Update Workstation.

Update Agent

3.Select one of the options described in the following table:

If you want to …

Select …

·update the Metalogix Content Matrix Console version installed on the selected agent or workstation to match the Controller version


·update the version of the source database adapter (Sharepoint 2013 or 2016) used to match the version used by the Controller

Update Metalogix Content Matrix Consoles.


·If the Controller (Host) version matches the version of the Console and/or database adapter installed on the agent or workstation, then the message 'Metalogix Content Matrix Consoles with same version is already installed' is logged.

·If the Controller (Host) version is older than the agent or workstation version, then the update fails, and the message 'Installation failed' is logged.

·License file will be updated every time, even when no updates are required.

copy the latest configuration files from the Controller (Host) to the agent or workstation


Update Application Files only.


NOTE:  For Distributed Migration agents, files needed to run a job (,,,ExternalConnections.sdf) will be copied.  (User mappings are not updated.  Migration jobs will use the user mappings that have been saved to the Distributed Database.)

4.Click [OK].

The Update Agent or Update Workstation dialog closes and the selected update is completed if possible. The status will change to Configuring until the update completes. If the update is successful, the status changes to Available.

NOTE:  To view the current status, click Refresh Agent or Refresh Workstation  To see other logged messages, click View Agent or View Workstation.

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