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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

Nested Content Options

Hierarchy structure is different between eRoom and SharePoint. eRoom hierarchy structure can become very complicated, because a list can have any number of sub-elements, including other lists, folders, or items. These sub-elements can also contain other lists, folders, items, and so on. This kind of potential behavior is called "nested content."

In SharePoint, however, only sites can contain other types of content (such as lists, calendars, document libraries, etc.). This can become an issue when migrating content that can exist in a nested structure to a different hierarchy structure. Metalogix Content Matrix has a set of Nested Content options that users can set when migrating their content. These options are available for most migration actions, and are found under the Nested Contents tab. The Nested Contents tab is available for the following actions:

To configure Nested Content Options:

eRoom Nested Content Options

Select how you would like to have nested content handled.  Use the information in the following table for guidance.

If you want to ...

Select ...

prevent any nested content from being migrated to the target

Do not migrate contents.

migrate any nested content of a migrated item into a single subsite under the migration target (with all of the nested content flattened to a single level and placed under the subsite)

Migrate contents into subsite.

migrate any nested content into the target site or list, so that:

·If the target is a SharePoint site, or if the migration is creating a SharePoint site under the selected target location, all of the nested content would be flattened to a single level and placed under the selected target site

·If the target is a SharePoint list or library all of the nested content would again be flattened to a single level but would be placed under the parent site of the selected target SharePoint list/library.

Migrate contents into target list/site.

migrate any nested content into the target site or list in the same manner as the Migrate contents into target list/site option, but with the parent site or list name appended to the end of the nested content lists

Migrate contents into target list/site with parent name.

Link Correction Options

Metalogix Content Matrix can correct eRoom Link objects that are migrated as items in a SharePoint Links list. If these links  point to an internal location they will be corrected to the new target location as part of a migration. Metalogix Content Matrix can also correct links in column data within document libraries and lists.

When content is migrated from eRoom to SharePoint, Metalogix Content Matrix will create a SharePoint list called MigrationSourceURLs, with a column called MigrationSourceURL, and will place the URL for that eRoom container into this field. The MigrationSourceURLs list will store the source URL data for the eRoom containers that are migrated, and the MigrationSourceURL column will hold the actual URL value. A TargetURL column will also be added to the list, for the migration target URL. This way, users can see the source and target URLs for the eRoom links.

NOTE:  While Link Correction Options are configured before the migration, both the mapping of links and the actual running of the link correction are done as post-migration actions.  

To configure Link Correction Options:

eRoom Link Correction Options

To configure Link Correction Options:

1.To have URLs from the source eRoom container/content saved into a SharePoint list, Make sure the Store Container Source URLs in a List box is checked.

2.For Target List Location, click [Browse] to open a SharePoint tree view window, and select the site under which you want the list to be created.

A MigrationSourceURL column will be created in this list and will list the source eRoom URL, and another column will list the target SharePoint URL to which the eRoom container was migrated.

NOTE:  If the same location is used for multiple migration additional entries will be added to the existing list, without overwriting any previous entries (unless the same source container has been migrated to multiple locations).

3.If you want the source URL to be automatically added to the links to Link Dictionary for the post-migration link correction, make sure the Automatically add links to Link Directory box is checked.

Transformations Options

 

You can view, create, and edit Transformers which, as the name implies, "transform" content during migration.

There are several built-in, non-editable transformers that Metalogix Content Matrix uses to process data during the migration.  Advanced users can also create custom transformers using PowerShell.

The Transformations tab consists of two main sections: Available Definitions and Applied Transformers For <Object>. The Available Definitions section will list all of the transformation definitions that are available for the current migration action, in alphabetical order. For example, the Site definition is available when migrating at the site level or higher. However, if migrating as a document library or migrating documents, this definition will not be listed.

When one of the Available Definitions items is selected, any transformations that exist/have been configured within the migrating content will appear. Some of the actions that may be grayed out. These grayed out items are mandatory transformations that are run during the course of a normal migration, and these actions cannot be edited or removed. However, they can be reordered by using the up and down arrows to the right-hand side of the window if you want a transformation action to occur before a mandatory action. Actions that appear and are not grayed are user added transformations, and can be moved, edited and deleted at the users discretion.

In some cases, you could add another instance of an existing transformer, and then have it run in two different locations within the migration process. One could be run in the middle, and it could be run again just before the end.

Using PowerShell to Create Custom Transformations

When you select the Add Transformer > Invoke PowerShell script option for an Available Definition, you can use custom PowerShell scripts to create your own transformations beyond the built-in capabilities of the Metalogix Content Matrix.

NOTE:  For prerequisites to using PowerShell with Metalogix Content Matrix, see Configuring PowerShell for Use with Metalogix Content Matrix.

Specify when you want the script to run by selecting one of the following options:

Begin Transformation – The transformation script will run before the migration of the affected objects, allowing you to read and make changes to objects on the source before objects themselves migrate.  

Transform – The transformation script will run while the migration of the affected object(s) is in progress.  For example, the user mapping between source and target would be run using the Transform option.

End Transformation – The transformation script will run after the migration of affected object(s), allowing you to read and make changes to objects on the target.  

EXAMPLE:  The following Transformer consists of two scripts for disabling and re-enabling the Required setting for a column list.

·The first script entered into the Begin Transformation tab sets the setting of any columns that are Required to false before copying begins.

Configure PowerShell Transformer

·The second script, entered into the End Transformations tab, sets the setting back to true after item migration has completed.

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