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Content Matrix 9.7 - Public Folder Edition User Guide

Introduction Entering the License Key Selecting the SQL Database You Want to Connect to Content Matrix Console End User Interface Connecting to Public Folders Connecting to SharePoint Preparing for Your Migration Initiating a Migration Configuring Copying Options Saving or Running a Migration Action Using PowerShell with Content Matrix Modifying Content Matrix Configuration and Settings Frequently Asked Questions About Us

Creating a SharePoint Object

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

Creating a SharePoint Site

You can create a new SharePoint site via Metalogix Content Matrix under an existing site collection or site except for Database connections and the new site can use any site template that is installed on the SharePoint environment.

To create a new SharePoint site:

1.In the Explorer View, select the site collection or site under which you want to create the new site.

2.Right-click and choose Create Site.

The Create Site dialog displays, prompting you to enter the Site Title, Site URL Name, Description, and Template for the new site.

NOTE:  For Site URL Name, it is only necessary to enter the name of the site as you want it to appear in the URL, not the entire URL path.

Create Site dialog

Note that if you are migrating to SharePoint Online or SharePoint 2019, the default template is (modern) Team Site (no Office 365 group).  For SharePoint Online, Content Matrix does not support connections to tenant-level groups.

3.When you have completed the fields on the Create Site dialog, click [OK].

The new site will now display in Explorer View.

Create SharePoint Site Collection

You can create a new site collections on a target SharePoint environment for any SharePoint connection type, except for database and site connections.

To create a new SharePoint site collection:

1.In the Explorer View navigate to the SharePoint Farm/ Web Application (on premises) or Tenant (SharePoint Online) where the new site collection should be created.

2.Right-click and choose Create Site Collection.

3.Complete the fields on the Create Site Collection dialog for the selected Mode as you would if you were creating a site collection from within SharePoint.

NOTE:  In addition, you have the option to create a host named site collection using the Host Header option.  Refer to the Microsoft TechNet article details about host-named site collections.

Create Site Collection dialog

Note that if you are migrating to SharePoint Online or SharePoint 2019, the default template is (modern) Team Site (no Office 365 group) (STS#3). For SharePoint Online, Content Matrix does not support connections to tenant-level groups.

4.After completing the dialog, click [OK].

The new site collection now displays in the Explorer View.

Create a SharePoint List

You can create a new SharePoint list via Metalogix Content Matrix under an existing site as long as:

·the connection type is not read-only, and

·the new list can use any site template that is installed on the SharePoint environment.

If site creation is not valid for the connection type, the option will be disabled.

To create a new list:

1.Navigate to the SharePoint Site where the list/library should be created.

2.Right-click and choose Create List.

Create List Menu Option

3.Complete the Create List dialog as you would if you were creating a list from within SharePoint.

Create List dialog

4.After completing the dialog, click [OK].

The new site collection now displays in Explorer View.

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