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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

Managing Job Templates

Metalogix Content Matrix Console job templates can be managed in the Manage Job Configurations dialog. This dialog allows users to Import, Export, Delete, or Filter any job templates. Below is a breakdown of the available options in the Manage Job Configurations dialog.

·Import - This button allows users to Import a job template. The imported job template must be from the same Edition of Metalogix Content Matrix Console. For example, if users are importing a template into SharePoint Edition then the template must have been exported from SharePoint Edition.

·Export - This button allows users to Export a job template. The export will create an XML file in a desired folder location so the file can be copied and placed into another location as needed.

·Delete - This button will delete any selected job templates from Metalogix Content Matrix Console. When deleting a template, a confirmation dialog will open and must be confirmed before the templates are deleted. Deleting will permanently delete the selected templates from Metalogix Content Matrix Console.

·Filter - This is a text box that allow users to enter a value that Metalogix Content Matrix will filter the job templates against. The filter will only display items that contain the specified value. There is a Filter icon to the right-hand side of the filter text box. Clicking this icon will apply the filter text value to all of the job templates listed in the Manage Job Configurations dialog, so only the templates that contain/include the matching filter value will be shown. Filtering can be cleared by removing the text value from the filter text box, and clicking the filter icon button.

Importing and Exporting Job Templates

In some cases, users may want to save and export a job template to another environment in order for other users (or a separate installation of Metalogix Content Matrix) to utilize the same configuration settings. To do this, users will need to export the specific job template, move the exported file to the new location, and then import the job template. The section below describes how to Export and Import job templates.

Exporting a Job Template

To export a job template:

1.In Metalogix Content Matrix's ribbon toolbar, switch to the Settings tab and click [Manage Job Configurations] button to display the Manage Job Configurations dialog.

Manage Job Configurations dialog

2.Select the template you want to export then click the Export button at the top of the Manage Job Configurations dialog, .

3.Navigate to the desired folder location where you want to save the job template, enter a File name, and click [Save].

4.The job template XML file will be saved to the selected folder location, and Metalogix Content Matrix will return to the Manage Job Configurations dialog. Any additional importing, exporting, or deleting of job templates can be done. Click Close to return to the main Metalogix Content Matrix window.

Now that the job templates have been exported and saved to a folder location they can be manually moved to another location as required.

Importing a Job Template

Only templates that have been created from the same Edition of Metalogix Content Matrix Console can be imported. For example, a job template from SharePoint Edition cannot be used in eRoom Edition or Public Folder Edition, it can only be imported into SharePoint Edition.

To import a job template:

1.In Metalogix Content Matrix's ribbon toolbar, switch to the Settings tab and click [Manage Job Configurations] button to display the Manage Job Configurations dialog.

Manage Job Configurations dialog

2.Click the Import button at the top of the Manage Job Configurations dialog, navigate to the folder location for the template XML file, then click [Open].

The job template will be added to the list of templates in the Manage Job Configurations dialog. The template will be listed using the same Display name that was used when the task was created on the original system, and will not have its file name displayed.

The job template is now imported and can be applied to any migration.

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