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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

Copy Sites Without Loading The Source or Target Site in the Navigator Pane

In some cases it is preferable to copy a site or site collection without loading the source or target site. In order to do this follow these instructions:

1.In the Migrator Ribbon select the Copy Site button and select the Copy Site option.
migrator copy sites 3

2.A Source Site Selection wizard will appear. In this window, enter the URL for the source site and press the Connect button.
migrator copy sites 4

3.Select the site or sub-site that you want to copy and press the Next button.
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4.The application will bring up the Site Migration Wizard. Please proceed to the Site Migration Wizard section for further instructions on how to run through this wizard.

Copy Site Collections and My Sites Without Loading into the Navigator Pane

The application provides a means to copy multiple sites or site collection from a single web application without preloading the sites in the Navigation pane.  A common scenario for this is copying My Sites.

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NOTE:

·For the process of migrating My Sites, Essentials for Office 365 does not provision a new My Site in the destination farm.  It is required that all My Sites already exist in the destination and Essentials will migrate the contents of the Personal and Shared libraries into this site.

·This operation requires the user to have access to Central Admin and is not currently supported for Office 365.

1.In the Migrator Ribbon select the Copy Site button and the Copy Site Collections/MySites option.
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2.In the provided window enter the Central Admin URL for the source sites and press the Connect button.  The list of available Web Apps will be loaded.
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3.Select the appropriate Web App and press the Next button.
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4.From the list of the provided Site Collections select the ones you wish to copy and press the Next button.
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5.The application will pop-up the Copy/Promote to New Site Collection screen. Continue to the Copy/Promote to New Site Collection section of the documentation for your next steps.

Site Migration Wizard

The Site Migration Wizard is generated when a user copies a site, site with sub-sites, or an entire site collection. The wizard allows you to choose between three options:

·Copy Site to Existing Site

·Copy Site to New Site

·Copy/Promote to New Site Collection.

Copy Site to Existing Site

Upon selecting to Copy a site, the Site Migration Wizard will be generated. The following are the steps required to copy a site to an existing site (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in Navigation pane section):

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NOTE: If multiple sites are selected for copy, we advise only using the Copy Site to New Site option. Selecting other options may result in conflicts during the copy process.

1.On the "Select which type of site copy should be run" page of the wizard, select Copy Site to Existing Site as the type of site copy you wish to perform. Click Next.
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2.Specify the Target Site Collection by either typing in the Parent Site/Site Collection URL, or selecting one from the drop down list. Click Connect.
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3.If prompted for your SharePoint Credentials, enter them and click Connect.

4.Select the site or sub-site that you want to copy and press the Next button.
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5.On the Copy Site Properties page, select the options you would like applied to the copying of your site, and click Next.
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6.The Summary page will provide you with a thorough overview of what you are about to copy over. If you are satisfied with the settings for your site copy, click Finish.
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