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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

Progress Tab

The Progress tab, located in the Contents pane area, provides detailed information about each single current user's migration status. As one user's migration is finished, the progress bar will reach 100 %.


NOTE: For Azure Turbo Synchronized migration, the progress bar will wait until all of the Azure jobs are finished and synchronization of Azure logs is completed.  As one user's migration is finished, the next one will be started and the same process will continue.

To find information about accounts that have already been copied, go to the Hyper Migration/Backup tab, and click Refresh to get a list of all the current jobs. For more information about Hyper Migration and Hyper Backup, please see this section.

Drives Progress Bar 1

Status Report

The Show Status Report feature is an excel report is created based on post migration XML logs, it does not replace the original XML log, but rather allows users the ability to red post migration information outside of the Essentials tool itself, allowing you to share the information via emails and email notifications.

This show status report can be created and viewed by right clicking on a Hyper Migration job and selecting Show Status Report.
show status report


Selecting this "Show Status Report" option will open the location of the excel status report.
show status report 3

The report will look as follows:
show status report 2

The contents of the report are:

1.File Name JobSetNameFinishJobTimeStamp _Index.xlsx

2.Job Set State


4.Each object state

5.Source user name

Home Tab

The home tab provides users with a basic overview of their Essentials setup, as well as access to the log viewing. The immediate pane view is the (1) Navigator, (2) Hyper Migration/Contents/Progress Area

Home Tab 6

Connecting To SharePoint and OneDrive for Business

(Not available for Information Manager Power User)


Metalogix Essentials is optimized for migrations involving Office 365. While it is possible to migrate to/from SharePoint on premises (2013 and later), Quest recommends that you use Metalogix Content Matrix, a tool that specializes in SharePoint on premises migrations, including migrations from SharePoint on premises to SharePoint Online.

If you wish to connect directly to your SharePoint on-premises farm to perform a pre-migration analysis, follow these steps:  

1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
Connect to SharePoint

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, select On-Premises Farm (Central Administration required) as your Type.  You have the following options when completing the URL portion of this screen, continue to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
Connecting to SharePoint On-Prem1

3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
Connecting to SharePoint Site Collections

4.Select the Site Collection which you wish to connect to, and click Ok.
Connecting to SharePoint Site Collections2

4.Click Finish to connect to the specified SharePoint Site or Site Collection.

5.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint Site Collections4

6.This connection is now available in the Navigator Pane.
Navigator Pane 1

The initial step in using the platform is to connect to your SharePoint/Office 365 environment. It supports multiple connection approaches and dozens of different authentication schemes. The steps to connecting to your SharePoint/Office 365 environment will vary depending on the Connection Type you select. See this topic's subsections for more details on the different connection types.

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