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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

Progress Tab

The Progress tab is generally left in the background. Certain tasks, such as loading data from or to SharePoint will activate this area and allow you to follow the status of the process.
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Compare View Tab

This tab will contain the results of comparing a diagram within Essentials Architect Suite against the SharePoint environment (see the Compare With Menu section for more information). This is also where the user can synchronize the two environments. So any changes in the design are propagated to SharePoint or vice-versa. Proceed to the Synchronizing a Metalogix Architect Suite Model with SharePoint section to learn more.
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This tab has a list of actions that are available from the icon bar in the tab or from a menu generated by right-clicking on a specific object:

Symbol

Description

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Locates the selected object in the Diagram.

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Locates the selected object in the Navigator.

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Updates SharePoint with the selected difference.

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Updates the Diagram with the selected difference.

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Shows the Compare Report.

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Refreshes the Compare Report.

Compare Sites View Tab

This tab will contain the results of comparing sites with each other (see Compare With Menu section and the Compare Sites section for more information). This is also where the user can synchronize the two environments.
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This tab has a list of actions that are available from the icon bar in the tab or from a menu generated by right-clicking on a specific object:

Symbol

Description

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Locates the selected object in the source site Diagram.

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Locates the selected object in the source site Navigator.

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Locates the selected object in the target site Diagram.

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Locates the selected object in the target site Navigator.

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Updates target site with the selected difference.

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Refreshes the Compare Report.

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Swaps source and target sites (only enabled when a target site is selected).

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Shows the compare report.

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Removes the site.

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Removes all the sites.

Search Tab

This tab will contain the results of a Search, which can be performed by selecting Search from within the Architect tab, on the top menu bar.
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This tab has a list of actions that are available from the icon bar in the tab or from a menu generated by right-clicking on a specific object:

Symbol

Description

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Locates the selected object in the target site Diagram.

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Locates the selected object in the target site Navigator.

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Expands the selected object.

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Collapses the selected object.

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