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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


The Palette area is broken up into three sections. The top level contains some handy tools to magnify and document the diagrams. The middle section will let you create content types, lists and column groups inside the diagram and the bottom section contains column types that can be created inside these objects.


In order to create one of these objects, click on it inside the palette and then click again in the area of the diagram where you want to object to be placed. The following table reviews the specific Palette objects available to the user. These may change based on custom columns available to the user.




The magnifying option will zoom in and out sections of the diagram. A drop down zooming option is also available in the menu bar.


The Note menu has three options.

·Note allows you to attach a sticky note to the diagram.

·Text will create a text box that can be used for the title in the diagram.

·Note Attachment is associated with a specific object and is intended to document information about that object. In order to create a Note Attachment, click on it inside the palette, then click (and hold) on the object in the diagram that will be associated with the note and then drag the mouse to the area where the note will be located.


The Entities section has four available options, but not all may be visible. For example, if Lists are hidden (see Object Container Menu) then the List entity will not be available.

·Type will create a new content type in the diagram. After creating the content type, navigate to the Properties Tab in the Properties and Information area to change specific properties.

·Inheritance will create an association between a content type and a single other content type. The associations enforce all SharePoint rules so a content type may only be associated with a single parent. To create an inheritance, you must click on this item in the Palette, then first click on the child content type and then its parent.

·List will create a new list in the diagram. See the Creating Lists/Libraries in the Common Functions section of this document.

·Group will create a column group container in the diagram.


The columns section includes a variety of columns that may be added to any column group or content type. Note that a column that is added directly into a content type is by default placed in the Custom Column Groups. Columns with duplicate names cannot be created. To learn more about creating columns see the Creating Columns section in the Common Functions sections of this document.

Outline Area

The Outline provides a thumbnail image of the current diagram.

The semi-transparent blue box represents the current visible area inside the Diagram pane. You may use your mouse to drag this box to quickly navigate to other parts of the diagram.

Properties and Information Area

This pane contains several spreadsheets like tabs that provide information and allow the user to manipulate objects inside the diagram and SharePoint environment.
architect properties and info 1

Properties Tab

architect properties and info 1

When a user selects an object inside the diagram (or right-clicks on an abject and selects Show Properties View from the menu) this tab is displayed. It contains a list of properties that are related to the selected object. Some of the properties are read-only, while others are editable.

Editable properties fall into several categories. Some, like the Description field, are directly editable by typing into the value column. Others allow you to select a value from a drop-down list or enter a list of values into a specific interface. Any changes to the property values will be recognized and applied to SharePoint at the time of the Update to SharePoint.

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