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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

Checking the Content Matrix Console License

To check the status of the license key in use, open the About dialog. Here, information such as the license type, expiry date (if any), number of servers used, number of seats, size limitations for migrations, and how much data has already been migrated can be seen.

NOTE:  If an offline license is used, the offline activation process will need to be used to do this update instead, unless the system that the Metalogix Content Matrix Console is installed on has internet access.

To check the current license:

1.In the Content Matrix Console ribbon toolbar, choose Help > About.

2.In the dialog that opens, click [Refresh]. This will force a refresh of this data from the licensing servers and update the information.

Metalogix Content Matrix Console End User Interface

The Metalogix Content Matrix Console User Interface (UI) is simple and easy to use. There are three high level components to the configurable interface:

·Explorer View 1 - At minimum, the interface will always display one Explorer Control, providing multiple ways to view the content for any active connections to source and target environments.

·Explorer View 2 - A second explorer control can be displayed simultaneously. Having two explorers visible allows the user to simultaneously view two different parts of the connected content set. For example, in many cases it makes sense to show a migration source on the left in Explorer Control 1, and a SharePoint migration target on the right in Explorer Control 2.

·Job List - Beneath the Explorer Control windows is a Job list that shows the history of migration jobs and other tasks that have been executed or batched in Content Matrix.

More information on these UI components is provided in the topics that follow.

UserInterface_SP

Main (Ribbon) Toolbar

At the top of the Metalogix Content Matrix Console is a ribbon toolbar allowing access to the following five menu group settings:

·Connection

·View

·Settings

·Help

The Metalogix Content Matrix Console menu ribbon can be expanded or minimized to fit the user's needs. When expanded, a set of options will be available depending on the selected menu heading.

Ribbon Menu

When minimized, options will only be visible when a menu heading is selected. Otherwise, only menu headings will show. The minimize and expand options can also be accessed by right-clicking an option in the ribbon itself. This opens a context (right-click) menu where the Minimize the Ribbon option can be selected or deselected.

Ribbon Menu Minimized

Quick Access Toolbar

The Quick Access Toolbar can be accessed above the ribbon. The Quick Access Toolbar can also be moved just below the ribbon by selecting the drop down menu (on the top left-hand side) and choosing Show Quick Access Toolbar Below the Ribbon, or it can be placed back above the ribbon by choosing Show Quick Access Toolbar Above the Ribbon.  Any option that is available under one of the menu group headings can have a shortcut for the option placed into the Quick Access Toolbar. This can be done by right-clicking on the option in the ribbon, and choosing Add to Quick Access Toolbar.  

Add to Quick Access Toolbar

Shortcuts can also be removed from the Quick Access Toolbar either by selecting the option within the ribbon and opening the context (right-click) menu, or by selecting the shortcut option itself, opening the context (right-click) menu, and choosing Remove from Quick Access Toolbar.

QuickAccessToolbar_SP

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