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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 Discussion Board, Note, or Inbox

Metalogix Content Matrix - eRoom Edition can migrate discussions, notes, and inboxes into SharePoint as discussion boards.

NOTE:  Option settings for these migration types only apply to top level items and not to nested contents.

eRoom discussions and notes can be migrated incrementally, but inboxes cannot.

Special Considerations When Migrating Eroom Notes

eRoom notes are a special case in Metalogix Content Matrix, because the eRoom and SharePoint handling of these objects are slightly different. In eRoom, notes live independently within eRoom containers of any type, and not in a specific list. SharePoint notes must be contained in Discussion Boards. For this reason, eRoom Edition handles these objects differently than other eRoom list types. There are a few cases to consider.

·If a single eRoom note item is copied and migrated into a SharePoint site (this is the only target that will work for a copy of this level), Metalogix Content Matrix will migrate it as a Discussion list, and will copy the note into the discussion list.

·In the event that an entire eRoom containing notes is migrated, the resulting SharePoint site will automatically have a Notes list created, at the appropriate place(s) in the hierarchy. The individual notes in the source eRoom container will be placed in these auto-generated lists.

To initiate the migration of one or more eRoom discussions, notes, or inboxes into a SharePoint Discussion Board:

NOTE:  If you want to migrate selected discussion topics into an existing SharePoint Discussion Board, use the procedure for Migrating eRoom Content into an Existing SharePoint List.

1.In Explorer View select the eRoom discussion board(s), note(s), inbox(es), or individual mail item(s) to be migrated.

2.Right-click and choose the appropriate option.  Use the information in the following table for guidance.

If you want to migrate ...

Then ...

eRoom discussion board(s)

choose Copy eRoom Discussion.

eRoom note(s)

choose Copy eRoom Notes.

eRoom inbox(es)

choose Copy eRoom Inbox.

individual eRoom mail items

choose Copy eRoom Mail.

3.Select the SharePoint target location.

NOTE:  For eRoom discussion boards and inboxes, the target may be either a SharePoint site or an existing SharePoint Discussion Board.  For eRoom notes, only a SharePoint site can be selected as the target.

4.Right-click and choose the appropriate option.  Use the information in the following table for guidance.

If you want to ...

Then ...

migrate the eRoom discussion board(s) into a SharePoint site

choose Paste eRoom Discussion.

migrate all eRoom discussion topics into an existing SharePoint Discussion Board

choose Paste eRoom Discussion Special > All Discussion Topics.

 

migrate the eRoom notes into a SharePoint site

choose Paste eRoom Notes.

migrate the eRoom inbox(es) into a SharePoint site

choose Paste

migrate all eRoom mail items into an existing SharePoint Discussion Board

choose Paste eRoom Inbox Special > All Mail Items.

migrate individual mail items into an existing SharePoint Discussion Board

choose Paste eRoom Mail.

5.Continue with Configuring Copying Options.

Migrating an eRoom Poll as a SharePoint Survey

Metalogix Content Matrix - eRoom Edition can migrate eRoom polls into SharePoint as surveys.

To migrate an eRoom poll as a SharePoint Survey:

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

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

3.Select the target SharePoint parent site.

4.Right-click and choose Paste eRoom Poll.

5.Continue with Configuring Copying Options.

Migrating an eRoom Database to SharePoint

An eRoom database can be migrated to SharePoint as a new list or Discussion Board.  eRoom database entries can also be migrated into an existing SharePoint list.

Before migrating an eRoom Database:

Please refer to the topic Configuration Considerations when Migrating an eRoom Database to SharePoint.

To initiate an "eRoom Database to SharePoint" migration:

1.In Explorer View, select the eRoom database you want to migrate.

2.Right-click and choose Copy eRoom Database.

3.Select either:

§the SharePoint site under which you want to create a new list or Discussion Board for the migrated content

OR

§the existing SharePoint list into which you want to migrate content.

4.Use the information in the table below to determine the appropriate Paste action to choose.

If you  ...

Then ...

selected a SharePoint site under which you want to create a "generic" list

choose Paste eRoom Database.

selected a SharePoint site under which you want to create a Discussion Board

choose Paste eRoom Database Special > As Discussion Board.

selected an existing SharePoint list into which you want to migrate the eRoom database

choose Paste eRoom Database Special > All Entries.

5.Continue with Configuring Copying Options.

Configuration Considerations when Migrating an eRoom Database to SharePoint

Before you migrate an eRoom database, you may need to update the Metalogix Content Matrix Application Settings.xml file to account for:

·columns containing numbers and special characters

·when migrating as a Discussion Board, the format of the discussion column, and/or

·the formatting of database Change Logs.

To open the ApplicationSettings.xml file:

1.Close Metalogix Content Matrix, if it is not already closed.

2.Navigate to ApplicationSettings.xml and open the file in a text editor. By default, this file is located in the following directory: [Drive]:\Users\[User name]\Application Data\Metalogix\Metalogix Content Matrix Console - [Product name] Edition.

Migrating Columns Containing Numbers and Special Characters

When migrating source data that contains Number-type columns with both numeric and non-numeric characters, or with unsupported formatting, additional steps must be taken to preserve the formatting of the columns. By default, certain characters are stripped when migrating, which may cause the following unintended scenarios:

·For numeric data with leading zeroes, those zeroes stripped. This may affect data such as zip codes, which can correctly begin with '0'.

·For numeric data containing non-numeric characters (with the exception of a single decimal point), those characters stripped. For example, "7.2.0" will be migrated as "720", "+91 123-456-789" will be migrated as "91123456789", and so on. This may affect data such as telephone numbers, which can correctly begin with "+1" or "+91", or correctly contain hyphens, for example.

To migrate numeric data while preserving formatting, the ConvertNumericFieldsToText flag in the ApplicationSettings.xml file must be updated. The flag preserves formatting by searching for column Titles that contain specified strings, and then migrating their associated Number-type columns as Single Line of Text-type columns. The default column title values are as follows: Tel, Telephone, Phone, Postal, and Zip. To modify this flag's values, do the following:

In the ApplicationSettings.xml file, navigate to the ConvertNumericFieldsToText entry and add or remove values as desired.

Values must be separated by a comma (','). The default code block is shown below:

<XmlableEntry>
<Key>ConvertNumericFieldsToText</Key>
<Value>Postal, Telephone, Phone, Tel, Zip</Value>
</XmlableEntry>

Once ApplicationSettings.xml is saved, all future database migration actions will not strip non-numeric characters from Number-type columns with any of the specified values as a Title.

Text Format When Migrating as a Discussion Board

When an eRoom Database is migrated into SharePoint as a Discussion Board, the discussion column will be migrated as a Rich text column instead of an HTML text column by default. To migrate the discussion column as an HTML text column, do the following:

In the ApplicationSettings.xml file, navigate to the MigrateDiscussionColumnAsRichText entry, and change its value from True to False.

Note that this entry will not be available until at least one eRoom Discussion Board has been migrated.

Once ApplicationSettings.xml is saved, all databases migrated as SharePoint Discussion Boards will now use an HTML text column instead of a Rich text column.

Changing the Formatting of eRoom Database Change Logs

By default, eRoom Change Logs are migrated as rich text entries. This preserves the change log table's structure, as well as any applied HTML formatting.

In the ApplicationSettings.xml file, navigate to the EnablePlainTextHistory entry and change its value to True.

Once ApplicationSettings.xml is saved, all Database Change Logs will be migrated as plain text.

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