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Metalogix Content Matrix 9.2 - eRoom Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Connecting to eRoom Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Mapping Links and Running Link Correction Incremental Migration Log Files Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering the Metalogix Command DLL Files Adding the PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.ERoom.Commands
Using Powershell for Nested Content Reports and Pre-Migration Check
Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Migrating an eRoom as a SharePoint Site Collection

For eRoom deployments that contain all types of content (documents, calendars, discussion lists, and databases), you can migrate facilities, rooms, and folders as SharePoint site collections.

NOTE:  For deployments that contain all types of content (documents, calendars, discussion lists, and databases), almost exclusively contain documents, the logical SharePoint equivalent is to migrate them as a Document Library.

Connection icon

When migrating to SharePoint Site Collections on a SharePoint 2013 or later target, only a Local Object Model (Local OM) connection can be used. This is due to some User authentication changes that have been made in beginning with SharePoint 2013, which inadvertently restrict the creation of Site Collections using the SharePoint OM remotely (i.e. the Remote Extensions Web Service connection). While these changes affect Remote OM connections, they do not affect Local OM connections.  For more information on this specific issue, please see the SharePoint Site Collection Creation Issues in the Frequently Asked Questions section.

To initiate an "eRoom as a SharePoint site collection" migration:

1.In Explorer View, navigate to the eRoom or eRoom folder you want to migrate.

2.Right-click and choose the Copy eRoom Container.

3.Select the SharePoint server connection under which you want to create the new site collection.

4.Right-click and choose Paste eRoom Container > As Site Collection.

5.Continue with Configuring Copying Options.

Migrating an eRoom as a SharePoint Site

For eRoom deployments that contain all types of content (documents, calendars, discussion lists, and databases), you can migrate facilities, rooms, and folders as SharePoint sites.

NOTE:  For deployments that contain all types of content (documents, calendars, discussion lists, and databases), almost exclusively contain documents, the logical SharePoint equivalent is to migrate them as a Document Library.

To initiate a migration of an eRoom as a SharePoint site migration:

1.In Explorer View, navigate to the eRoom or eRoom folder you want to migrate.

2.Right-click and choose the Copy eRoom Container.

3.Select the SharePoint site under which you want to create the new child  site.

4.Right-click and choose Paste eRoom Container > As Site.

5.Continue with Configuring Copying Options.

Migrating All eRoom Items into an Existing SharePoint Site

In some cases, you may want to migrate all of the content from an eRoom container into SharePoint without creating a new site in the process, or without having to copy each type of eRoom content separately. For these types of scenarios you would use the Paste eRoom Container Special > All Items option. This option will paste all the contents of the eRoom container into the root of an existing SharePoint site.

Depending on the selected options, all nested content will also be migrated as SharePoint lists. These lists will be created directly beneath the selected SharePoint target location, regardless of whether the eRoom container was the top level container or not. If an eRoom container other than a folder contains attachments, then a SharePoint site using the Blank Site template, with a Document Library to hold the attachments, will also be created.

To initiate the migration of all eRoom items into an existing SharePoint list:

1.In Explorer View, select the eRoom or eRoom folder to be migrated.

2.Right-click and choose Copy eRoom Container.

3.Select the target SharePoint parent site.

4.Right-click and choose Paste eRoom Container Special > All Items

5.Continue with Configuring Copying Options.

Migrating eRoom Content into an Existing SharePoint List

Metalogix Content Matrix can migrate individual eRoom items as SharePoint content. The types of eRoom items that can be migrated individually are:

·Documents

·Calendar events

·Database entries

·Discussion topics

To initiate an "eRoom items into an existing SharePoint list" migration:

1.In Explorer View, select the eRoom container containing the item(s) to be migrated.

2.Switch to Items View.

3.Select the item(s) that you want to copy.

4.Right click and choose Copy [Item(s)].

Note that the name of the option depends on the item type being copied; for example, Copy Document, Copy Calendar Event, etc

5.Select the target SharePoint list or library.

6.Right-click and choose Paste [Item(s)].

7.Continue with Configuring Copying Options.

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