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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

Connecting to SharePoint and Office 365

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.

Connecting to SharePoint Site or Site Collections

If you wish to connect to SharePoint Sites and/or Site Collections then select SharePoint Site or Site Collection 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 SharePoint Site or Site Collection (On-premises of Office 365) as your Type.  You have the following options when completing the URL portion of this screen, skip ahead 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.
Connect to SharePoint 2

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

5.With this connection type you are given the option to select the following:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.

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NOTE: this may be a lengthy process depending on the number of sub-sites in this location and is only available for this connection type.

Connecting to SharePoint Site Collections3

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

7.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

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

Connecting to SharePoint On-Premises Farms

(Not available for Information Manager Power User)

If you wish to connect directly to your on-premises Farm (SharePoint 2010 or 2013), 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

Connecting to Office 365 Tenant

If you wish to connect to one drive, then follow these steps:

1.Start by selecting the Office 365 option in the Connect To section in the ribbon.
Connect to office 365

2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.
Connecting to SharePoint Office Tenant

3.You have the following two additional options on this screen:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.

4.Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:

·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.

·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.

·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.

·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.

·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.

·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.

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NOTE:

·The domain name may also be entered as a part of the user field in either the domain user or the user@domain syntax.

·If you have Digest Authentication enabled, please disable it. It can interfere with the tool’s ability to connect to SharePoint using Windows Authentication.

A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect. If your account requires Claims Based Authentication, click the Claims button.
Connecting to SharePoint1

4.The Select Web Application window will appear, select the web applications you wish to connect to. Click Ok.
Connect to office 365_2

5.The Select SPO sites, Select Sites with Groups, and/or Select OneDrive sites windows will appear, depending on the web application names you chose (if you selected more than one, they will appear in succession), select the accounts you would like to connect to for each. Click Ok.
Connect to office 365_3

6.The operation will start to run, connecting to the accounts you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint4

7.This connection is now available in the Navigator Pane. Here you can see the differentiation between Classic Team sites and Modern team sites, as well as an indication of what the site's template is (ex Group#0, Blog#0, etc. )
connecting to office 365 tenant 1
 

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