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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

Before Configuring Migration Jobs to Run as Scheduled Tasks

·Any system that runs the PowerShell script for the scheduled task must have all of the Metalogix PowerShell snap-ins and plug-ins installed and configured for use on the PowerShell console that will run the scripts. If these are not configured the scripts will fail to run, and the migration will fail.

·It is recommended that the connections to the source and target environments have the Remember my password check-box selected. This is to ensure that the PowerShell scripts will be able to establish a connection to both the source and target environments when they are being run. If a password is required and this check-box is not set, the migration will fail. However, users can manually enter this value into the PowerShell script itself if the option was not checked when the script was first generated.

NOTE: The migration job used to create a scheduled task can either be a job that has previously been run or it can be a job that was saved.

Initiating a Scheduled Task

1.Select the newly added migration job in the Job List section.

2.Either:

§Click the [Generate PowerShell Script] button in the Job List menu options

OR

§Right-click and choose Generate PowerShell Script.

3.Choose the appropriate option from the sub-menu to specify the security method that will be used when generating the PowerShell script to run the scheduled task. Use the information in the following table for guidance.

If you want to generate a PowerShell script for scheduling …

Choose …

that can be used only by the currently logged in User Account on the machine it is generated on

For Current User and Machine.

NOTE:  Any PowerShell scripts that are generated for scheduling through this option can only be run by the logged in user on the machine they were generated on.

that can be used by any User account on the machine it is generated on

For Local Machine.

that can be used by any User account on any machine that has the certificate that is specified when the script is created

For Certificate.

When you save the PowerShell script using this method you will be prompted to select a security certificate that exist on that machine. The selected certificate will be required on any system that attempts to run the script at a later date.

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4.When a Notepad file containing the PowerShell script opens, save this file to the location from where you want the script to run, and give it an appropriate name (being sure to keep the ".ps1" extension).

Continue with the procedure for Scheduling a Migration Job via the Windows Task Scheduler.

Scheduling a Migration Job via the Windows Task Scheduler

After you have initiated a scheduled task in the Content Matrix Console Jobs List, create the task in the Windows Task Scheduler.

To schedule a migration job via the Windows Task Scheduler:

1.On the system where the scheduled task will run, open the Windows Task Scheduler.

2.Choose Actions > Create Task.

3.Enter a task Name and Description.

4.In the General tab, go to Security options and specify the user account that the task should be run under. Change the settings so the task will run regardless of whether the user is logged in.

5.Select the Triggers tab, and click [New] to add a new trigger for the scheduled task. This new task should use the On a schedule option. The start date can be set to a desired time, and the frequency and duration of the task can be set based on your specific needs. Click [OK] when your desired settings are entered.

6.Select the Actions tab and click [New] to set the action for this task to run. Set the Action to Start a program.

7.In the Program/script box enter "PowerShell."

8.In the Add arguments (optional) box enter the value ".\[Your PowerShell Script Name]." For example, if your PowerShell Script is named "Migration1.ps1" then you would enter ".\Migration1.ps1" as the value.

9.In the Start in (optional) box, add the location of the folder that contains your PowerShell script.

NOTE:  The location used in the Start in box will also be used for storing the scheduled task run times, the job history for the copies, and any additional logging that may occur.

10.When all the desired settings are made, click [OK].

11.Next, set any other desired settings in the Conditions and Settings tabs. You can also set up additional actions, such as emailing an Administrator each time the script is run.

12.Once all the desired actions have been made (or added), click [OK].

The task will be immediately set, and is ready to run.

Refreshing the Migration Jobs List

NOTE:  The refresh is applied to whichever job list Metalogix Content Matrix is currently connected to.

To refresh the Jobs List:

1.From the Manage Queue dialog, select a job in the Job List.  The row selector icon and the highlighted row indicates the selected row.

2.From the Jobs List menu bar, choose File > Refresh.

If the status of the job has changed, the Status value will indicate the new status of the job.

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