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Metalogix® Content Matrix 9.1
Quick Start Guide
© 2020 Quest Software Inc. ALL RIGHTS RESERVED.
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other trademarks and registered trademarks are property of their respective owners.Metalogix® Content
Matrix
Updated February 2020
Version 9.1
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.
5Content Matrix Installable Components
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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.
7System Requirements
Content Matrix Quick Start Guide
Software Requirements
Component Requirement
Operating System Any of:
· Windows Server 2003
· Windows Server 2008
· Windows Server 2008 R2
· Windows Server 2012
· Windows Server 2016
· 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
8System Requirements
Content Matrix Quick Start Guide
Component Requirement
· 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).
9System Requirements
Content Matrix Quick Start Guide
Component Requirement
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
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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.
16Configuring the Extensions Web Service
Content Matrix Quick Start Guide
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
Content Matrix Quick Start Guide
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.
18About Us
Content Matrix Quick Start Guide
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
19About Us
Content Matrix Quick Start Guide
· View how-to-videos
· Engage in community discussions
· Chat with support engineers online
· View services to assist you with your product
20About Us
Content Matrix Quick Start Guide
Contacting Quest
For sales or other inquiries, visit www.quest.com/contact.