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Metalogix Content Matrix 9.2 - SharePoint Edition User Guide

Introduction Entering the License Key Metalogix Content Matrix Console End User Interface Enabling Advanced Mode Connecting to SharePoint Migrating to SharePoint Online Using the Import Pipeline Preparing for a Migration How Content Matrix Handles Various SharePoint Components
How Team Sites are Migrated to SharePoint Online and SharePoint 2019 How Master Pages are Migrated How List Template Galleries Are Migrated How Content Types are Migrated Document Version and Checked Out File Limitations How Ghosted and Un-Ghosted Pages are Migrated How Records Centers are Migrated to SharePoint Online Using the Import Pipeline How Document Sets are Migrated How Navigation is Migrated How MySites are Migrated How Managed Metadata, Terms, and Term Stores are Migrated How "Share With" Metadata is Migrated to SharePoint Online Using the Import Pipeline How Web Parts are Migrated How Site Themes are Preserved How Site Features Are Migrated How Users and Permissions are Migrated How BCS/BDC Data is Migrated How OneNote Notebooks are Migrated How Customized Form Pages are Migrated How InfoPath Forms are Migrated How SharePoint Workflows are Migrated How Nintex Workflows and Forms are Migrated How Link Correction Works
Initiating a Migration Configuring Copying Options Saving or Running a Migration Job Copying SharePoint Objects as a Separate Action Incremental Migration Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix
Registering Metalogix Command DLL Files Adding PowerShell Snap-Ins for the Application Framework Content Matrix PowerShell Commandlet List
Metalogix.System.Commands Metalogix.SharePoint.Commands Metalogix.Jobs.Reporting.Commands Metalogix.SharePoint.Migration.Commands
Modifying Content Matrix Configuration and Settings Configuring Content Matrix for Distributed Migration Frequently Asked Questions About Us

Using the Search Function

 

This search feature allows you to do a search through the top-level node of a SharePoint connection for  sites, lists, folders, and files.  Filters can also be applied to the search criteria using the four main metadata fields (Created, Created By, Modified, Modified By) as well as content types. The search results can be sorted through, and you can view each returned item's properties.  You can also run actions on returned items using the right-click menu.

Advanced Mode Icon  This option is only available when Advanced Mode is enabled.

Connection icon

For SharePoint 2013, the Search function is only available when using a SharePoint Database connection. For SharePoint 2019, because the Database connection type is not formally supported, neither is the Search function.

To run a Search:

1.In Explorer View, select the connection in which you want to search.

2.Right-click and choose Search.

3.Enter a Search Term/Filter and/or click [Advanced Options] and select any additional criteria you want to use.SP Search

4.Click [Search].

All the results of the search display in the bottom pane.  Select a result from the list to:

·View the metadata field properties for a selected item (by clicking [Show Properties]).

·Perform an action on a selected item (by right-clicking it and choosing the action).

Working with Search Results

Search results display in the bottom half of the dialog.  You can sort results by any available column.  

To view an object’s Properties:

Select an object in the results list to populate the Search Properties section.

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From Search results, you can perform the same actions that are available in the explorer view for the selected object type.

To act on a search result:

Select an object in the results list, right click, and choose the appropriate option.  Refer to the applicable topic in this guide for details.

Previewing Documents

Metalogix Content Matrix can let you preview documents that are in a Document Library before any actions are taken on them. Any documents that are being previewed will open in the appropriate (associated) application on the Desktop.

NOTE:  Items from a SharePoint List view cannot be previewed, as these items are not actual documents. The option to preview a document is only available from the Items view tab.

To Preview a Document:

1.In the Explorer View tab, navigate to the desired Document Library that contains document that you want to preview.

2.Switch to the Items view tab.

3.Select any document that you want to preview, right-click, and choose Preview Document.

PreviewDocument_SP

The selected document will open in the appropriate (associated) application on the Desktop.

Creating a SharePoint Object

You can create new SharePoint site collections, sites, folders, and lists via the Metalogix Content Matrix Console.

Advanced Mode Icon These options are only available when Advanced Mode is enabled.

You may want to create these new SharePoint objects, or "containers," that you can then migrate existing source content into the new container as an alternative the more conventional method of performing a migration, which involves copying source content into existing containers on the target.

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