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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

Run Parallel Actions

During migration to SharePoint Online, the on-premises Nintex Workflow action "Run Parallel Actions" will be transformed into the Nintex Online Workflow action "Parallel Block".

The following differences related to parameters and configuration should be noted:

On-premises Parameter

Comments

Text names

An equivalent parameter is not available and therefore this configuration will be lost.

Notes

An equivalent parameter is not available and therefore this configuration will be lost.

For additional possible differences, please refer to the General Workflow Objects section.

Send Notification

During migration to SharePoint Online, the on-premises Nintex Workflow action "Send Notification" will be transformed into the Nintex Online Workflow action "Send an Email".

The following differences related to parameters and configuration should be noted:

On-premises Parameter

Comments

To, CC, and BCC fields

This user must exist within the Office 365 tenancy.  If necessary, be sure to include an appropriate user mapping file to handle any format differences between source and destination.

From

An equivalent parameter is not available and therefore this configuration will be lost.

Importance

An equivalent parameter is not available and therefore this configuration will be lost.

Subject

Not all references have an equivalent in the online action.  Please be sure to review all references before and after migration.

Body is an optional field.

Body is required.  If the source action contains an empty body, a default body will be added.

Delivery type "user preference"

Delivery can only be sent via email in the online action.

For additional possible differences, please refer to the General Workflow Objects section.

Set a Condition

During migration to SharePoint Online, the on-premises Nintex Workflow action "Set a Condition" will be transformed into the Nintex Online Workflow action "Conditional Branch".

The following differences related to parameters and configuration should be noted:

On-premises Parameter

Comments

Condition

The equivalent Expression parameter does not contain the full suite of options available in the on-premises version.  Please be sure to review this workflow action and make any adjustments where necessary.

For additional possible differences, please refer to the General Workflow Objects section.

Set Field Value

During migration to SharePoint Online, the on-premises Nintex Workflow action "Set Field Value" will be transformed into the Nintex Online Workflow action "Set Field in Current Item".

The following differences related to parameters and configuration should be noted:

On-premises Parameter

Comments

"Set" references

An equivalent parameter is not available for "User profiles" or "Workflow constants".  If either is used, then the workflow will need to be rebuilt manually.

For additional possible differences, please refer to the General Workflow Objects section.

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