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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

Disabling and Enabling Automatic Updates

The auto-update feature can be disabled in the Product Update Manager by selecting the "Disable tool automatic updates".
disable auto-update1

The auto-update feature can also be disabled in the Profile Manager by doing the following:

1.On the Help tab of Essentials, click Profile Manager.
disable auto-update2

2.Navigate to the Advnaced section of the Profile Manager, and setting the Enable Automatic Updates feature to "False" to disable, and "True" to enable.
enable automatic updates 3

Cleaning Essentials Tool Location

You may notice that the Essentials Installation location folder may be growing in size.

Clean Essentials Folder 1


This occurs as a result of the tool's auto-update feature. Currently, Essentials framework doesn't support automatically removing outdated packages, so this must be done manually. In order to do so, follow these steps:


1.Close the Essentials tool.

2.Navigate to the Essentials Folder (C:\Program Files\Quest\Essentials), and Run the AppClean.exe file as an Administrator.
Clean Essentials Folder 2

3. The appclean.exe will run, and once it is done running it will close once the clean is done. This folder will now be cleaned (from 10+ GB to 755 MB less) and the Essentials application will work as usual.

Workspace Configuration

The Essentials Workspace is located, by default, in the following user location "C:\Users\ {CurentlyLoggedInUser}\Essentials". This means that all Logs, Projects, Cogitations and Settings are stored here. This workspace is not deleted automatically when you uninstall the tool, but can be remove when the check box "Remove workspace from..." is selected during an uninstall, or can be done manually afterward.  

workspace config 1


NOTE: if you have changed the workplace location, the check box "Remove Workspace will from..." will not delete the workspace, as this functionality cannot access folders in locations outside of the default location. This means you must remove the workspace manually.

In the event that more than one windows user is using the Essentials tool, or you do not have permissions to create a new folder in the CurrentLoggedInUser directory, change the workspace location by doing the following:

1.Navigate to the location where Essentials is installed (by default its C:\Program Files\Quest\Essentials)

2.Find the following files: Essentials.ini and essentialscmd.ini

3.Add the following 2 lines to the top of files:


path to new workspace
workspace config 2
workspace config 3


NOTE: If you create a shared workspace for many users, make sure that each of the users has direct permissions to the created folder, with administrator permissions. Otherwise you will have to always run the tool as an Administrator.

Resetting Panes, and Resetting "Do Not Show"

Selecting Reset Panes, accessible from the View tab, will reset the all tab settings to their defaults. This is useful after an update if the new features are not immediately visible.
Reset Panes

Selecting Reset "Do Not Show", accessible from the Help tab, will reset all the 'do not show' settings on all wizards to their defaults.
reset do not show


Profile Manager

Selecting Profile Manager from the help tab, allows users to access all the various settings available for Metalogix Essentials.

Over the lifetime of the product many options and choices have been included to enable fine control over specific operations. Upon installation, the options are pre-selected with the most common settings. Users always have the option to modify these settings prior to commencing an operation, but they are automatically returned to the default state the next time the operation is run.

In some cases, users need the ability to adjust these settings or create "profiles" that contain selections for common operations that are appropriate for them. Profile Manager is the tool which allows you to create such profiles. Users may alter default profiles or create new ones. The profiles may then be selected during the corresponding operations, allowing the user to set all appropriate options at one time.

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