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Metalogix Essentials for Office 365 2.11 - User Guide

Connecting to SharePoint Site or Site Collections Copyright Tool Overview
General Tool Configuration Profile Manager Proxy Mode Azure Turbo and CSOM Creating User Mapping Creating User and Template Reports Support and Troubleshooting Activation Modes of Migration
Home Tab Migration Analysis Tab Migrator Tab
Interface Connect to Resources Copy Sites Live Compare Hyper Mode Classic Mode Copy Alerts Orphaned Users Copy In-Place Tagging of SharePoint Items Incremental/Delta Copy Forms Migration Workflow Migration Save Site to XML
File Manager Tab Drives Tab
Interface Overview Migration Job Structure Connecting to Resources Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox Nintex Deployment
Security Manager Tab Term Store Manager Tab Administrator Tab Backup Tab
Interface Overview Backup Job Structure Advanced Search Retention Policies Storage for Backup Import/Export Backup Archives Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper vs Classic Backup Setup Hyper SharePoint Online Backup Hyper OneDrive Backup Hyper Office 365 Groups Backup Smart Backup Classic SharePoint Online Backup Classic OneDrive Backup Classic Office365 Groups Backup Classic Mailbox Backup Change Properties for Backup Admin Management Scheduling Backup Jobs Backup Project Conversion
Help Tab View Tab Architect Tab Public Folders for SharePoint Tab Scripts Appendix About

Site User Report

This report is accessible from the the right-click menu on a site.  It produces an itemized list of all users and groups used within the selected site (site collection) in a comma separated values format (.csv).

site user report 1

Site and List Templates Report

This report is accessed when you right click on a site and select Reports from the right click menu, and select SharePoint Site and List Templates to generate the report. This report produces an itemized list of all site and list templates in use within the selected site or site collections. The report is generated in a comma separated values format (.csv).
sharepoint site and list template 1

Template Mapping

When moving Sites or Lists there is occasionally a need to change the underlying template for these objects.  Some examples of these use cases are moving to a different version of SharePoint where a template may have been deprecated or simply trying to remove custom templates to reduce complexity.  The application contains an option to do this in Advanced Option.

1.Generate a Site and List Templates Report from the source site and target site.

2. In Microsoft Excel (or any text editor) copy all or some of the templates from the source site into the first column.


NOTE: Reports provide both the template name and the id. For the mapping table, only the id should be entered.

3.For any template that requires a different type in the target site, enter or copy the name of that template to the column on the right.

4. Save this file (in a .csv format) and load it when copying a list or a site to perform this transformation.

Click here to download an example template mapping file.


Support and Troubleshooting

This section provides you with an overview of your troubleshooting options.

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