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Metalogix Essentials for Office 365 2.8 - User Guide

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 Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts In-Place Tagging of SharePoint Items Incremental and 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 Informant Tab Scripts Appendix

Mapping for copy between Tenants

This option allows administrators to create a mapping report, matching the source Office 365 users with Target Office 365 users.

This operation has the following requirements for use:

·The account used to perform the report needs to be a Global Administrator in this Office 365 tenant.

To create a user mapping report, perform the following:

1.On the Migration Analysis tab click Mapping Report.
Mapping Report 2
The Mapping Report wizard opens.

2.In the wizard, select the Office 365 tab.
Mapping Report Office 1

3.Enter your SharePoint Admin URL for the source Office 365 connection and click Connect.  On the Connect to SharePoint popup, enter your SharePoint credentials and click Connect. If you receive any message other than "Successfully connected to SharePoint Admin URL", please double check your credentials or contact support. If you would like to add additional Administrator accounts to this report, click Admin+.
user mapping report 3

4.Enter your SharePoint Admin URL for the Target Office 365 connection and click Connect.  On the Connect to SharePoint popup, enter your SharePoint credentials and click Connect. If you receive any message other than "Successfully connected to SharePoint Admin URL", please double check your credentials or contact support. If you would like to add additional Administrator accounts to this report, click Admin+.
user mapping report 4

5.Click the Select button to specify a location and a name for this report.
analyze dropbox4

6.Click Finish to begin the analysis.

7.The report generated will folllow the following rule:
userloginname@*.*, userloginname@*.*
user mapping report 5
 

8.In order to use the mapping report generated within Essentials, open it in excel, delete the source and target workbook sheets, and the first line with the headers from the user mapping report worksheet. Go to File > Save As> Select file type as CSV UTF-8

9.You can now use the .csv file in the Copy Tenant wizards, and the Copy My Sites to OneDrive for Business wizard, by selecting Load from CSV on the wizard's first page.
user mapping report 6
 

Please visit the following link for an overview on how to script and schedule jobs such as User Mapping Report.

 

 

Mapping for copy from OnPrem SharePoint

The following is a list of steps required to create an OnPrem SharePoint User Mapping file.

1.To get a list of your source users (OnPrem SharePoint), open Essentials and select a Site Collection in the Navigator section. Right Click and select Reports, and then Site Users Report.
site users report 1

2.Select a location for the Site User Report, and select save.
site users report 2

3.To get a list of your target users, you will be exporting your Office 365 users to a CSV. In your web browser, go to Office 365 online portal and login to your Admin account.

4.Select the Admin option from the available apps.
Mapping for copy from Google Drive 9

5.On the left hand tab, expand the "User" section and select Active Users.
Mapping for copy from Google Drive 10

6.Select the Export Users option. This will create a CSV/Excel file containing your Office 365 active users.
Mapping for copy from Google Drive 11

7. The "UserPrincipalName" section of this CSV file will be your target users accounts.
Mapping for copy from Google Drive 6

8.You are now ready to manually create your user mapping file, using the user names collected from the 2 CSVs from above. The format will be
SourceUser,TargetUser
mapping for copy from onprem sharepoint 1

Remapping Content Types

During an item copy or in-place tagging, users can re-map content types.  The new content type must be present in the target library.

1.Drill down into a list and select the items you would like to copy.
select-items-content

2.Drag and drop those items into the target list.

3.In the second screen of the Copy Items Wizard, select the new content type by using the drop-down box.  The application will automatically re-map any common fields.  You can enter metadata directly or re-map other fields manually. Click Next.
content-type-remapping1

4.Click Finish to start the copy operation.

Creating User and Template Reports

Reports provide various information, from site contents to list and site templates used in your environment. Reports also have a dual purpose of providing the source information for mapping templates and users, as well as bulk deleting content.

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