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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

Key Features

üSingle-hop migration to the cloud

üComprehensive migration and content management

üPre-migration analysis

üPost-migration validation

üLifecycle management for Office 365

üActionable reports

üSingle, extensible platform

üIntuitive user interface (UI)

üConsolidate content into Office 365

üAutomate administrative tasks.

üPrevent administrative overload

üReallocate unused licenses.

üMaximize the utility of available Office 365 services.

üSupport Chinese and GCC High Tenants.

Automatic Updates

Auto-Updates is a feature available within Metalogix Essentials that allows users to have updates, that are made to the application by our development team, automatically installed on their machines. This feature can be disabled or enabled, as per your personal preference.

When starting up the Essentials program as an administrator, the Product Update Manager will pop up when new updates are available. You can choose to install the update, or decline to do so.
 
product update manager 1

 

You can also access the auto-update feature through the Help tab within the product by selecting Check for Updates.
 
product update manager 2

 

info

NOTE: The Auto Update feature is not supported for versions below 2.3

 

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.

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