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Metalogix Content Matrix 9.3 - SharePoint Edition User Guide

Introduction Entering the License Key Content Matrix Console End User Interface Enabling Advanced Mode Connecting and Migrating Account Requirements Connecting to SharePoint Preparing for a Migration How Content Matrix Handles Various SharePoint Components
How Team Sites are Migrated to Modern Team Sites How Publishing Sites are Migrated to Communication Sites How MySites are Migrated How Records Centers are Migrated to SharePoint Online Using the Import Pipeline 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 Document Sets are Migrated How Navigation is 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 Managed Metadata, Terms, and Term Stores 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 Converting Classic Pages to Modern Pages After a Migration Incremental Migration Using PowerShell with Content Matrix
Configuring PowerShell for Use with Content Matrix Creating and Running a PowerShell Script 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
DB_Owner Permission Keyboard Shortcuts License Key Troubleshooting Determining the Status of a Migration Running in the Background MySite and User Profile Migration Issues Optimal Setup for Best Performance Migrating SharePoint On Premises Using Proxies, Load Balancing or Alternate Access Mappings Troubleshooting the Extensions Web Service Installing the Extensions Web Service on Specific Systems Extensions Web Service Installation Files Using Older Versions of the Extensions Web Service Migrating JavaScript Migrating Site Variations Migrating with SharePoint Document IDs Changing a Job Configuration for Multiple Files SharePoint 2013 and Later Site Collection Creation Issue Job List Database fails to Load After Upgrade Customized Wiki Page Web Part Zones Not Being Migrated Preserving SharePoint List Item IDs with a CSOM Connection Type Retrying Failed Document Copies to O365 CSOM Connections Migrating Content When the Source Custom List Template is Missing Are SharePoint Online Migrations Throttled? What to Expect when Migrating with StoragePoint How Do I Identify and Remove Containers and Queues from My Azure Private Storage Account? Import Pipeline Batches Getting Stuck "Error, the batch will be resubmitted" Message Displays When Using the Import Pipeline Item Count at Target is Increased When Migrating Using the Import Pipeline Custom Lists with Versioning Enabled Not Being Migrated When Using the Import Pipeline Supported Nintex Actions for SPO Migration Support for GCC High Tenants
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Modifying Content Matrix Configuration and Settings

You can configure and customize a number of Metalogix Content Matrix settings, including:

·the use of encrypted SQL database connections

·proxy settings

·available actions and events

·default settings in configuration variable files

·client-side settings

·resource utilization settings

Using Encrypted SQL Database Connections

When connecting to a SQL database via Content Matrix, you are given the option to connect using TLS/SSL encryption.  

SQL Encrypted Connection Options

The encrypted connection can use either:

·a self-signed certificate or a trusted certificate from the third party authority (refer to the Microsoft article https://docs.microsoft.c om/en-us/sql/database-engine/configure-windows/enable-encrypted-connections-to-the-database-engine?view=sql-server-ver15 for instructions on configuring an encrypted connection using a certificate)

OR

·a SQL-generated certificate,  which does not require configuration.

NOTE:  If a trusted certificate is used, it is not necessary to check the Trust Server Certificate box.  However,  if the box is not checked and the certificate is not trusted, the following message will display:

Certificate Not Trusted error

In this case, the Trust Server Certificate box must be checked in order to continue the connection.

Configuring Proxy Settings

In most cases Metalogix Content Matrix can automatically connect to SharePoint and authenticate license keys, through an environment's proxy setting, However, in some cases the proxy may need to be configured within Metalogix Content Matrix. In these cases users can specify the proxy settings though the connecting dialog.

There are two basic places where this proxy setting can be configured. The first of these is when activating a license key, and the second when connecting to SharePoint. The  dialogs for these options look slightly different, and the when you are using a proxy to connect to SharePoint, you have the additional option to Import Proxy from Internet Explorer.

Proxy Options Blank

To configure proxy settings:

1.In the Proxy server dialog, check the Enable proxy box.

2.Use the information in the following table to determine the appropriate action to take.

If ...

Then ...

you want to manually enter proxy information

A.Select Enter Manually.

B.Enter the Server name (or IP) and Port for the proxy.

C.Specify the credentials to be used when connecting to the target server.

The Windows authenticated credentials of the current user will be selected by default. You can specify alternate SharePoint credentials by clicking the Different user radio button, and entering an alternate username and password.

Proxy Options Manual

Internet Explorer has been configured to use a proxy server via a proxy auto-configuration (.PAC) file and you want  to connect to SharePoint using this method

select Import Proxy from Internet Explorer.

Proxy Import from IE

NOTE:  This option is currently available only when connecting to SharePoint.

Refer to the Microsoft article Auto proxy configuration settings for Internet Explorer for more information.

3.If you accessed the dialog from the License Activation dialog, click [Set].

NOTE:  If this method does not seem to be working, you can manually configure Metalogix Content Matrix to use a proxy setting.  See Manually Configuring Proxy Settings.

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