Quick Start Guide - Quest Support

Metalogix® Content Matrix 9.1

Quick Start Guide

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Matrix

Updated February 2020

Version 9.1

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Content Matrix Quick Start Guide 3

Contents

Introduction ............................................................................................................................... 4

Content Matrix Installable Components ..................................................................................... 5

System Requirements ................................................................................................................ 6

Hardware Requirements ........................................................................................................ 6

Software Requirements ......................................................................................................... 7

Access Requirements ............................................................................................................ 8

Installation ............................................................................................................................... 10

Installing the Content Matrix Console Client Application .......................................................... 10

Installing and Configuring the Content Matrix SharePoint WSPs .............................................. 14

Configuring the Extensions Web Service ................................................................................. 16

Next Steps ............................................................................................................................... 17

Additional Documentation ..................................................................................................... 17

About Us .................................................................................................................................. 18

Technical Support Resources ............................................................................................... 18

Contacting Quest ................................................................................................................ 20

4Introduction

Content Matrix Quick Start Guide

Introduction

1

Metalogix Content Matrix Console and its additional component, Metalogix SharePoint Extensions

Web Service, allow users to migrate their data into SharePoint.

This document is designed to allow you to set up to run the Metalogix Content Matrix Console so

you can use the Evaluation Guide to review and evaluate Metalogix Content Matrix. Prospective

client are encouraged to use this guide for basic testing. Please see the Advanced Installation

Guide for more specific details on installation information, including other installation scenarios,

connection adapters, configuration, and installation.

https://support.quest.com/metalogix-content-matrix/technical-documents



5Content Matrix Installable Components


Content Matrix InstallableComponents

2

Metalogix Content Matrix consists of a combination of Consoles and a SharePoint WSP. Metalogix

Content Matrix Consoles are the primary UI applications for migrating content to SharePoint. The

consoles include:

Metalogix Content Matrix Console

Metalogix Content Matrix Consoles are the primary UI applications for migrating content to

SharePoint. The consoles include:

· Metalogix Content Matrix Console – SharePoint Edition

· Metalogix Content Matrix Console – Public Folder Edition

· Metalogix Content Matrix Console – eRoom Edition

Metalogix Extensions Web Service WSP

The Metalogix Extensions Web Services (MEWS) is a web service wrapper around

the SharePoint Server Object Model that provides full fidelity and increased

speed for migrations. We recommend installing MEWS on either the source or

target server in a SharePoint to SharePoint migration depending on your

scenario.

6System Requirements


System Requirements

3

The following tables describe the hardware, software, and access requirements for Metalogix

Content Matrix Console. If our requirements are equivalent to, or less restrictive than a SharePoint

requirement, it will not be described here.

Hardware Requirements

Component Requirement

Processor Under normal circumstances, the Metalogix Content Matrix processor

requirements are the same as SharePoint.

Memory 1 GB of free RAM, plus double the size of the largest file being migrated in free

RAM.

Disk Space The amount of available hard disk space will change depending on what

components of the Metalogix Content Matrix Console are installed.

Each component ranges in hard disk space from 20MB to 50MB.

Display 1024 x 768 screen resolution.



Software Requirements


Operating System Any of:

· Windows Server 2003


· Windows Server 2008 R2



· Windows XP Professional

· Windows Vista

· Windows 7

· Windows 8 and 8.1

· Windows 10

All of these Operating Systems are supported on both 32-bit and 64-bit

systems.

SharePoint Target

Environment

Any of:

· Windows SharePoint Services (WSS) 3.0

· Microsoft Office SharePoint Server (MOSS) 2007

· SharePoint Server 2010

NOTE: If users are creating Publishing Sites in the SharePoint 2010

environment they are migrating into, it is recommended that the

Office 2010 SP1 Windows update is installed on the same system that

the Metalogix Content Matrix Console client application is installed

on.

· SharePoint 2013

· SharePoint 2016

· SharePoint 2019

· Microsoft Office 365

Database Any of:

· SQL Server 2000

· SQL Server 2005




· SQL Server 2008

· SQL Server 2008 R2

· SQL Server 2012

· SQL Server 2014

· SQL Server 2016

As well as :

· SQL CE 4.0 SP1

Windows PowerShell Metalogix Content Matrix Console has the ability to run migrations using

a pre-configured PowerShell console, provided that PowerShell Version

3.0 or later is installed prior to Metalogix Content Matrix.

Web Browser Microsoft Internet Explorer 6.x or later (8.x or higher is required if

browser authentication is being used).

.NET Framework Microsoft .NET Framework 4.6.2.

Since this .NET requirement applies to the machine on which Metalogix

Content Matrix is installed, Metalogix Content Matrix cannot make a

local Object Model (OM) connection on a SharePoint 2007 or 2010

environment, because SharePoint 2007 and 2010 require an earlier

version of the .NET Framework (v.3.5), which prohibits Metalogix

Content Matrix from completing the connection. Because of this, any

migration ‘jobs’ configured to connect to SharePoint 2007 and 2010

environments using a Local OM connection type will cease to work, and

these jobs will need to be recreated for use over a different adapter type

such as MEWS or DB.

Access Requirements

All of the installation and migration permissions/access requirements can change depending

where the Metalogix Content Matrix Console client application is installed. The below

requirements are the standard set of requirements if you are installing Metalogix Content Matrix

on a non-SharePoint machine (i.e. installing on a machine that is not running SharePoint, but has

access to the source and target environments).

If you are installing the Metalogix Content Matrix client application directly on a target SharePoint

Server or Web Front End (WFE), then you would need the same permissions that are required for

installing the Metalogix Extensions Web Service (MEWS).




Installing User The user account that is installing the client only needs permissions to

install a client application on the target/installation machine. This is

because the Metalogix Content Matrix Installer will attempt to elevate

permissions as part of the installation process. However, any user

account that is going to be running the Metalogix Content Matrix Console

application will require Administrator permission.

Application Pool

Accounts

If connecting to a remote, on-premises instance of SharePoint the

Metalogix Extensions Web Service can be used (for SharePoint 2007 or

later). This is a SharePoint solution file that is installed and will use the

Application pool user account.

Server Access The installing user, and any user launching Metalogix Content Matrix

Console, will require Administrator permissions on the local machine.

SharePoint Access The migrating user requires the following permissions (provided that the

Extensions Web Service is installed on the SharePoint target).

· Site Collection Administrator on the target SharePoint environment.

· Farm Administrator on the target SharePoint environment.

· Permissions to access all of the content that is being migrated.

Firewalls Access to any ports that allow access to the SharePoint Web Application.

Activation A valid license key is required.

Metalogix

Extensions Web

Services (MEWS)

Metalogix Extensions Web Service is an additional component that can be

installed which can be installed on remote SharePoint instances and

provides additional permission/access.

See Installing and Configuring the Metalogix Extension Web Services

(MEWS) for details.

10Installation


Installation

4

This section describes how to install the Metalogix Content Matrix Console client application(s) and

the Extensions Web Service.

Installing the Content Matrix Console ClientApplication

This section describes the installation steps for the Metalogix Content Matrix Console client

application. The Metalogix Content Matrix Console Setup file can be installed on any computer that

meets the minimum hardware and software requirements for each component that is installed,

provided that the computer also has access to the source and target environments (for connection

purposes). This Quick Start guide will direct you to install Metalogix Content Matrix and its related

components under a specific scenario to help with evaluation.

This installation scenario may not yield the best migration performance results for your particular

environment. It is generally recommended that the Metalogix Content Matrix Console client

application is installed on the target SharePoint Server or WFE, but this is not possible in all cases,

such as migrating to a SharePoint Cloud environment, or if there are policies that prevent you from

installing the client application directly on the Server.

For more detailed information on what installation scenario might work best for you, and what

factors may play a role in your decision, please see the Metalogix Content Matrix Advanced

Installation Guide.

This scenario involves:

· Installing the Metalogix Content Matrix Console client application on the target SharePoint

Server or a Web Front End (WFE). This system must have access to the source environment.

· Installing the Metalogix Extensions Web Service on the target SharePoint Server or a Web

Front End (WFE). This option is not available if migrating to Office 365.

· You can also install the Extensions Web Service on a SharePoint source environment, if using

Metalogix Content Matrix Console – SharePoint Edition. This option is not available for

SharePoint 2003 sources.

Please see the Metalogix Content Matrix Advanced Installation Guide for greater details on

possible installation scenarios, configurations, SharePoint connection adapters, and additional

information on other Metalogix Content Matrix Console components.

1. Copy the ContentMatrix_Offline_Setup.exe file to the machine on which you want to install the

Metalogix Content Matrix client application. This can be any system that has access to both the

source and target environments, but does not have SharePoint installed on it directly (and is

11Installation


not a WFE).

2. Close all open applications, including Internet Explorer.

3. Double-click ContentMatrix_Offline_Setup.exe to start the installation process.

NOTE: Because this installer requires an elevated set of permissions to run, if you do not have

the required permissions a message will open informing you that elevated permissions are

required. To run the installer with these elevated permissions, select the installer file, right-click

and select the Run as administrator option.

The Metalogix Content Matrix Installation Wizard will open. Under Step 1 you can access a

copy of the Quick Start Guide, as well as watch a Quick Install video demo. Step 2 allows you to

proceed with the installation for both the Metalogix Content Matrix client application and the

Metalogix Content Matrix SharePoint WSPs (i.e. the server side components such as the

Extensions Web Service).

NOTE: If any prerequisite is missing (for example, the .PDF reader to view the user guide or

.NET 4.6.2 to install the Consoles), it will be noted.

4. When ready to proceed with the Metalogix Content Matrix Console client application install,

click [Install Metalogix Content Matrix Migration Consoles] under Step 2.

5. Click [Next].

6. Read and accept the License Agreement terms then click [Next].

The Installation Wizard will run a license key check and validation. If you already have a license

key entered on the installing system, the installation wizard will detect and verify this key and

skip you straight to the next step.

NOTE: If this is the first time that you have installed Metalogix Content Matrix Console, or if an

existing license has expired, then you will be prompted to enter your Activation License Key.

For more information on entering license keys, please see the Entering the License Key section

of the Metalogix Content Matrix Advanced Installation Guide.

12Installation


By default the installation Wizard will install all of the selected Metalogix Content Matrix client

applications under the following location:

· For 64-bit systems - C:\Program Files\Metalogix

· For 32-bit systems - C:\Program Files (x86)\Metalogix

You can, however, click [Change] and select a different directory.

7. Click [Next].

A list of check-box options will be displayed allowing you to select the Edition(s) of Metalogix

Content Matrix you want to include in the installation process.

13Installation


8. Select the Editions of Metalogix Content Matrix Console you want to install.

9. Click [Next].

NOTE: If you have chosen to install Content Matrix SharePoint Edition on a machine that does

not also have SharePoint installed, you will be prompted to select a Database Adapter

Configuration for either SharePoint 2013 or 2016. (Note that both adapters cannot be

installed on the same machine at the same time. If you need to switch from one to the other

at a later time, uninstall then re-install the SharePoint Edition using the Modify operation.)

Currently, Database Adapter connections are not supported for SharePoint 2019.

14Installation


NOTE: If you choose 2016 DB Adapter for the first time, you will need to accept the terms of a

Microsoft third-party license agreement. If you are upgrading from Content Matrix version 8.8

and have an existing 2016 DB connection, you will need to reconnect to the SharePoint 2016

database and accept these terms before continuing.

10. Click [Install].

The installation process will run, and the client applications for the selected Editions of

Metalogix Content Matrix Console will be installed.

11. Click Quit to exit the Installation Wizard.

Installing and Configuring the Content MatrixSharePoint WSPs

This section will walk you through the process of installing the server components (Metalogix

Content Matrix SharePoint WSPs) on the target SharePoint farm.

When installing the Metalogix Content Matrix WSPs you should note that an IIS Reset will need to

be performed when the solution (WSP) file is deployed through the SharePoint farm. This is a

requirement of SharePoint, and not of Quest. In most cases this IIS Reset is automatically done as

part of the solution deployment. For more general information on this issue, please see the

15Installation


following MicrosoftTechNet article: http://technet.microsoft.com/en-

ca/library/cc2v=office.14).aspx#DeployFarmSolutions.

There are a number of methods that can be used to try and mitigate any downtime when

deploying a SharePoint farm solution. One of these methods is to schedule the solution

deployment for a time period that will have low impact to the environment's users.

Special Note About License Check

Prior to version 8.8, it was a licensing requirement that you install Metalogix Content Matrix

Organizer or License Check to support writing content to an on-premises SharePoint farm. As of

version 9.0, the Organizer option is no longer available, and you will be required to select License

Check only if you have a Content Under Management (CUM)-type license (beginning with the digits

823) that was issued prior to version 8.8.

https://docs.microsoft.com/en-us/visualstudio/sharepoint/deploying-publishing-and-upgrading-sharepoint-solution-packages?view=vs-2017

https://docs.microsoft.com/en-us/visualstudio/sharepoint/deploying-publishing-and-upgrading-sharepoint-solution-packages?view=vs-2017

16Configuring the Extensions Web Service


Configuring the Extensions WebService

5

While there are no settings that need to be configured for the Extensions Web Service, there is a

way to confirm that it is installed correctly and is working. Details can be found in the Metalogix

Content Matrix Advanced Installation Guide.

17Next Steps


Next Steps

6

The Metalogix Content Matrix Console and the Extensions Web Service are now installed in

running in your migration environment(s). Please see the Metalogix Content Matrix Evaluation

Guide for the next steps in beginning your evaluation and testing.

Additional Documentation

Metalogix Content Matrix documentation ships with the application, but is also available online at

https://support.quest.com/metalogix-content-matrix/technical-documents.

Additional documentation is described in the Metalogix Content Matrix Advanced Installation

Guide.

https://support.quest.com/Metalogix-Content-Matrix/technical-documents

https://support.quest.com/Metalogix-Content-Matrix/technical-documents


18About Us


About Us

7

We are more than just a nameWe are on a quest to make your information technology work harder for you. That is why we build

community-driven software solutions that help you spend less time on IT administration and more

time on business innovation. We help you modernize your data center, get you to the cloud

quicker and provide the expertise, security and accessibility you need to grow your data-driven

business. Combined with Quest’s invitation to the global community to be a part of its innovation,

and our firm commitment to ensuring customer satisfaction, we continue to deliver solutions that

have a real impact on our customers today and leave a legacy we are proud of. We are challenging

the status quo by transforming into a new software company. And as your partner, we work

tirelessly to make sure your information technology is designed for you and by you. This is our

mission, and we are in this together. Welcome to a new Quest. You are invited to Join the

Innovation™.

Our brand, our vision. Together.Our logo reflects our story: innovation, community and support. An important part of this story

begins with the letter Q. It is a perfect circle, representing our commitment to technological

precision and strength. The space in the Q itself symbolizes our need to add the missing piece —

you — to the community, to the new Quest.

Technical Support Resources

Technical support is available to Quest customers with a valid maintenance contract and

customers who have trial versions. You can access the Quest Support Portal at

https://support.quest.com

The Support Portal provides self-help tools you can use to solve problems quickly and

independently, 24 hours a day, 365 days a year. The Support Portal enables you to:

· Submit and manage a Service Request

· View Knowledge Base articles

· Sign up for product notifications

· Download software and technical documentation

https://support.quest.com

19About Us


· View how-to-videos

· Engage in community discussions

· Chat with support engineers online

· View services to assist you with your product

20About Us


Contacting Quest

For sales or other inquiries, visit www.quest.com/contact.

http://www.quest.com/contact

Quick Start Guide - Quest Support

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