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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

Completing a Connection to SharePoint Online Using Office 365 OAuth Authentication

When you select one of the Office 365 OAuth authentication types, before making a connection to SharePoint Online, a pop-up specific to the authentication type will display, as described in the following table.

NOTE:  If you click the Do not show the message again. box, Content Matrix will continue to use the selected option and no longer display the pop-up.  You can resume having the pop-up display by clicking Reset Configuration Options on the ribbon toolbar Settings tab.


If you selected...

Then ...

Auto Detect or Office365 OAuth/Standard/ADFS Authentication

the pop-up will prompt you to use the Office 365 OAuth option.  

OAuth Popup

Choose either [Yes - Use OAuth] or [No - Use Office 365 Standard/ADFS].

Office 365 OAuth with MFA Authentication (Not Auto Detected)

the pop-up will describe this authentication type.

MFA Authentication Pop Up


Signing into your O365 Account to Use Office 365 OAuth Authentication

When prompted to sign into your O365 account, for Auto Detect or Office365 OAuth/Standard/ADFS Authentication, you must use the account you specified as the Connect As account in Content Matrix.  The connection will fail if you try to sign in with another account. (This is not an issue with Office 365 OAuth with MFA Authentication, which does not use a Connect As account.)

OAuth Sign In

IMPORTANT:  If you are using OAuth Authentication for the first time, a dialog  may display requesting that you consent to granting permissions that the application needs to perform migrations.  To  provide this consent, the account must be an Application Administrator.  (This dialog will not display if a Global Administrator has granted consent on behalf of the organization.)

OAuth Need Admin Approval

Preparing for Your Migration

Metalogix Content Matrix offers a number of tools to help you locate and organize data and in preparation for your  migration.  You can:

·Perform a pre-migration check to identify any potential migration issues

·Create reports to identify whether nested eRoom content can be supported in a migration to SharePoint

·Create SharePoint objects

·Delete SharePoint objects

Showing and Hiding Template Rooms

You can migrate eRoom template rooms into SharePoint in the same way you migrate standard eRoom rooms.

These templates are created in eRoom using the Use this eRoom as a template option, in the "Template" options for a selected eRoom.

This option effectively changes the eRoom room into a template. By default, Metalogix Content Matrix will display these templates However, because these templates are slightly different from standard rooms, they can be hidden in Explorer View if you do not want to display them.

To show/hide template rooms:

1.In Explorer View, select the eRoom root connection.

2.Right-click and choose the applicable option:

§Hide Template Rooms

eRoom Hide Template Rooms


§Show Template Rooms

eRoom Show Template Rooms

Any eRoom template rooms that are displayed can be migrated in the same way as any other eRoom rooms.

Performing a Pre-Migration Check

You can use Metalogix Content Matrix to perform a check on eRoom content and reports back any potential migration issues. This includes URL length, file type, and size restrictions.

Each item in eRoom is identified by a URL with its own item ID value. This means that eRoom URL length is not affected by its location within the structure, resulting in eRoom being able to have very deep nested structures. In contrast to this, SharePoint URLs are based on site structure, with a maximum URL length. In SharePoint the maximum URL length that can be entered in the User Interface (UI) for a site is 255 characters, while folder and document items (in a document library) have a maximum URL length of 128 characters.

This creates a situation where invalid URLs can be created when migrating deeply nested eRoom structure to an equivalent SharePoint structure. The Pre-Migration Check feature is designed to help find and identify these types of potential issues. While this feature is checking for any URL length issues, it also checks to see if there are any file types or file sizes that could also cause issues, as well as checking for illegal characters.

These Pre-Migration Check functions are also available using PowerShell.

NOTE:  The Pre-Migration Check can only be run on eRoom facilities, rooms, and folders.

To run a Pre-Migration Check:

1.In Explorer View, select the eRoom container node for which you want to run a pre-migration check.

2.Right-click and choose Run Pre-Migration Check to display the Pre-migration Options dialog.

3.Complete the appropriate fields on the General tab:  

eRoom Pre-Migration Options General Tab

a)If you want to save a CSV file containing the results of the pre-migration check to a specified location:

§Make sure the Save pre-migration check outputs to the following folder is checked.

§Enter or navigate to the file path to which you want to save the file.

By default, this location is the Application Data folder: "<Drive >\Users\<USER>\AppData\Roaming\Metalogix\Metalogix Content Matrix Console - eRoom Edition\."

NOTE:  If no issues are found, the Excel files will only contain the column name data, and no actual entries. If any results already exist in the specified location, they will be overwritten.

b)Navigate to and select the target SharePoint Location against which the pre-migration check will be run.

NOTE:  When you select a Location, a link to the SharePoint site or list displays to the right side of the Location: header.  You can click this link to open the page in a new browser window.

c)Select the applicable Pre-Migration Checks.  Use the information in the following table for guidance.

If ...

Then ...

you want to prevent the pre-migration check from running any checks on URL length.

select Do not check URL length.

·the Location you selected is a SharePoint site (not list)


·you want a check to be run against the URL

select Check URL length when pasting as a site.


NOTE:  When this option is selected, a Site URL Results Excel file will be saved to the specified location.

·the Location you selected is a SharePoint site (not list)


·you want a check to be run against the URL if a list or library copy is being performed

select Check URL length when pasting as a document library or folder.

NOTE:  When this option is selected, a Document URL Results Excel file will be saved to the specified location.

you want  to report on any files that are larger than SharePoint site's maximum file size

check the Check document size does not exceed maximum file size box.

NOTE:  When this option is selected, a Size Results Excel file will be saved to the specified location.

you want to check the names of all content within the eRoom container for characters that may be illegal in SharePoint

check the Check name for illegal SharePoint characters box.

NOTE:  When this option is selected, a Name Results Excel file will be saved to the specified location.

you want to check the eRoom container for any type of eRoom content that is not supported in SharePoint (which includes eRoom inboxes, dashboards, and project schedule database processes)

check the Check for unsupported eRoom content types box.

NOTE:  When this option is selected, an Unsupported Results Excel file will be saved to the specified location.

4.Switch to the Content Options tab.

5.Make sure the types of of eRoom content you want to include. Enable the check-box beside any eRoom item types that you want to include in the pre-migration check. For example, if you want to include eRoom databases but not eRoom polls, enable Include databases check-box and deselect the Include polls check-box.

eRoom Pre-Migration Options Content Options

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