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Content Matrix 9.6 - eRoom Edition User Guide

Table of Contents

Supported Source Systems Supported Target Systems Key Features Product Announcements Splash Screen Automatic Updates

Entering the License Key

Online Activation Offline Activation Checking the Current Content Matrix Console License

Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface

Main (Ribbon) Toolbar Quick Access Toolbar Explorer Control View Tabs

Explorer View Tab Items View Tab Browser View Tab

Jobs List Using Multi-Select

Connecting to eRoom

Enabling eRoom XML Connecting or Reconnecting to eRoom Using Web Browser Authentication

Connecting to SharePoint

Connecting to a SharePoint On Premises Site or Server

Overriding the Version of the Metalogix Extensions Web Services (MEWS) When Making a SharePoint Connection

Connecting to SharePoint Online

Using Office 365 OAuth Authentication to Connect to SharePoint Online

Registering the Metalogix Content Matrix SharePoint Client Application for OAuth Authentication Completing a Connection to SharePoint Online Using Office 365 OAuth Authentication

Connecting with Certificates

Removing Certificates

Connecting to SharePoint Using PowerShell

Preparing for Your Migration

Showing and Hiding Template Rooms Performing a Pre-Migration Check Using Nested Content Reports

Running a Nested Content Report

Creating a SharePoint Object

Creating a SharePoint Site Create SharePoint Site Collection Create a SharePoint List Create SharePoint Folder

Deleting SharePoint Objects Mapping Links for Link Correction

Initiating a Migration

Migrating an eRoom Container as a SharePoint Document Library Migrating an eRoom as a SharePoint Site Collection Migrating an eRoom as a SharePoint Site Migrating All eRoom Items into an Existing SharePoint Site Migrating eRoom Content into an Existing SharePoint List Migrating an eRoom Discussion Board, Note, or Inbox Migrating an eRoom Poll as a SharePoint Survey Migrating an eRoom Database to SharePoint

Configuration Considerations when Migrating an eRoom Database to SharePoint

Migrating Links

Configuring Copying Options

Site Collection Options Collision Options Container Options

eRoom Containers - Include Subfolders eRoom Containers - Include Inboxes/Notes/Discussions eRoom Containers - Include Documents eRoom Containers - Include Calendars eRoom Containers - Include Databases eRoom Containers - Include Polls eRoom Containers - Include Links

Mapping Columns

Permissions Options

Importing User Mappings from an xml File

Nested Content Options Link Correction Options Transformations Options

Using PowerShell to Create Custom Transformations

Saving or Running a Migration Action

Connecting to a Full SQL Job Database Saving a Job Configuration as a Template

Applying a Job Template Managing Job Templates Exporting a Job Template Importing a Job Template

Refreshing the Migration Jobs List Creating and Running a PowerShell Script from the Jobs List

Running a PowerShell Script Scheduling a PowerShell Script to Run as a Windows Scheduled Task

Triggering a Job in the Content Matrix Console to Run Using PowerShell Job Log Files

Log Item Details Exporting Jobs to an Excel File

Information in Exported Excel Files

Copying Job Logging to Other Applications Creating a Support Zip File for a Migration Job Enabling Trace Logging

Mapping Links and Running Link Correction

Managing the Link Dictionary

Incremental Migration Using PowerShell with Content Matrix

Adding PowerShell Snap-Ins for the Application Framework Using Powershell for Nested Content Reports and Pre-Migration Check Content Matrix PowerShell Commandlet List

Metalogix.System.Commands

Set-ApplicationDataPath Set-CommonDataPath Get-MetalogixConfigurationVariable New-Filter Join-Filter Invoke-Filter Load-MetalogixConfigurationVariableSettings New-MetalogixSerializableObject New-MetalogixSerializableObjectCollection Set-MetalogixConfigurationVariable Set-MetalogixDefaultResolverSetting

Metalogix.SharePoint.Commands

Add-MLSharePointSiteCollection Add-Permissions Add-SharePointFolder Add-SharePointList Add-SharePointSite Clear-GlobalMappings Compare-MLSharePointFolder Compare-MLSharePointList Compare-MLSharePointSite Get-MLSharePointDatabase Get-MLSharePointFolder Get-MLSharePointFolderFromDatabase Get-MLSharePointItembyFileName Get-MLSharePointItembyID Get-MLSharePointItemFromDatabase Get-MLSharePointList Get-MLSharePointListFromDatabase Get-MLSharePointServer Get-MLSharePointSite Get-MLSharePointTenant Get-SharePointSiteFromDatabase Refresh-SharePointNode Remove-MLSharePointFolder Remove-MLSharePointItem Remove-MLSharePointList Remove-MLSharePointSite Remove-MLSharePointSiteCollection Search-SharePointSite Update-SharePointSiteCollectionSettings

Metalogix.Jobs.Reporting.Commands

Export-JobHistory

Metalogix.ERoom.Commands

Copy-eRoomCalendar Copy-eRoomContainerAsDocumentLibrary Copy-eRoomContainerAsFolder Copy-eRoomContainerAsNestedSiteCollection Copy-eRoomContainerAsSite Copy-eRoomContainerAsSiteCollection Copy-eRoomDocument Copy-eRoomLinkCorrectionAtItemLevel Copy-eRoomLinkCorrectionAtListLevel Copy-eRoomLinkCorrectionAtWebLevel Get-eRoomNode Get-NestedContentsReport Get-NestedContentsUrlLengthReport Get-PreMigrationCheck New-eRoomConnection

Modifying Content Matrix Configuration and Settings

Using Encrypted SQL Database Connections Configuring Proxy Settings

Manually Configuring Proxy Settings

Restricting Available Actions and Suppressing Events

ServerAdapterConfig.xml File Format Actions That Can Be Disabled

Configuration Variable Files Changing Resource Utilization Settings

Frequently Asked Questions

Images Not Migrating with eRoom Content Permission Mapping Between eRoom and SharePoint DB_Owner Permission Keyboard Shortcuts Activating the License Key Silently License Key Troubleshooting Using Proxies, Load Balancing or Alternate Access Mappings Changing a Job Configuration for Multiple Files SharePoint 2013 and 2016 Site Collection Creation Issue Retrying Failed Document Copies to O365 CSOM Connections Errors Connecting to SharePoint 2019 or SharePoint Server Subscription Edition in a FIPS-Enabled Environment Error Making a Browser-Based Connection with PowerShell Console Open Support for GCC High Tenants

Contacting Quest Technical Support Resources

Copy-eRoomDocument

·CollisionOptions - Overwrite, rename, or skip on existing file with same name.

·LinkCorrectionOptions - Options for Link Correction.

·CorrectName - Enable/disable automatic replacement of invalid SharePoint characters in name.

·CorrectNameCharacter - Specify the replacement character for invalid SharePoint characters in name.

·MapCustomFields - Map Custom eRoom Fields to SharePoint Fields (limited support).

·MigrateVersions - Migrate document versions.

·EnableVersioning - Enabled: migrate versions to all target SharePoint document libraries. Disabled: migrate versions to only SharePoint document libraries that support document versioning. (DEFAULT: True)

·MigrateAllVersions - Migrate all document versions.

·MigrateXVersions - Migrate the latest 'x' document versions.

·NumberOfVersions - Specify the 'x' document versions to migrate.

·MapUsers - Enable/disable user metadata mappings.

·MapPermissions - Enable/disable automated eRoom permissions mapping to best-matching SharePoint role. (Requires -MapUsers)

·MappingsOptions - User/permission mapping options.

·MigrateContentTypes - Apply content types.

·ContentTypes - List of content types to apply.

·MigrationModeOptions - Specifies whether the migration is full or incremental.

·Transformers - The collection of data transformers which the action needs to run. Note that if the passed-in value for this parameter does not include transformers which are considered mandatory, they will be added automatically.

·Quiet - If set, the operation will not report progress to the PowerShell console.

·JobFile - The name of a job file to use for logging. If the file does not exist it will be created.

·Source - The source node for the actions.

·Target - The target node for the actions.

·JobDatabase - The connection string of a jobs database to use for logging. If the connection string is invalid, an exception is thrown. If both 'JobFile' and 'JobDatabase' parameters are specified, then the 'JobDatabase' parameter will take precedence and the job will only be written to the job database.

Copy-eRoomLinkCorrectionAtItemLevel

·Target - Specifies the target SharePoint item where link correction is to be performed. (Mandatory)

·Source - Specifies the eRoom source.

·ExportToCSV - Indicates whether to export the corrected links to a CSV file.

·ExportToCSVPath - The filepath, including file name, of the CSV file in which the corrected links are to be stored.

·Transformers - The collection of data transformers which the action needs to run. Note that if the passed-in value for this parameter does not include transformers which are considered mandatory, they will be added automatically.

·Jobfile - The filepath, including file name, of a job file to use for logging.

Copy-eRoomLinkCorrectionAtListLevel

This is the same as Copy-eRoomLinkCorrectionAtItemLevel, except Target should specify the target SharePoint list (instead of target SharePoint item) where link correction is to be performed. Target is still mandatory.

Copy-eRoomLinkCorrectionAtWebLevel

This is the same as Copy-eRoomLinkCorrectionAtItemLevel, except Target should specify the target SharePoint web (instead of target SharePoint item) where link correction is to be performed. Target is still mandatory.

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