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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

Interface Overview

The application consists of two primary panes and one optional pane: (1) Navigator, (2) Contents/Objects Area, (3) Connections area. A set of windows is automatically generated when a Loading or Downloading operation is performed.
file manager Interface 1

The picture above represents the default arrangement for these panes.

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NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

Navigator Pane

The objects displayed in the Navigator area are limited to sites, sub-sites, lists and libraries. Double-clicking on any of the sites, lists, or libraries will trigger the application to display the content for that object. In addition, a set of options is available from the right-click menus.

Hidden Lists

To expose hidden lists (e.g. the Master Page Gallery) in the Navigator Pane, right click on the "Lists" node and choose the "Hidden Lists" option. After this is enabled, you will see the hidden lists for this location.

file manager Interface 2

Contents Area

The Content area displays the actual data inside a list or library. You may use this screen to select individual items to Download from your environment.
file manager Interface 4

·In order to select (or deselect) multiple items located directly below each other, click on the first item and then holding the SHIFT key, click on the last item. All the files located between the two items will be highlighted.

·In order to select (or deselect) multiple items which are not located next to each other, hold down the CTRL key and select individual files.

Located in the top left-hand corner is a breadcrumb definition of the list or library whose content is represented in the window.

Connections Panel

This area of the screen is available through the File Manager, Public Folders and Google modules. Analogous to Windows Explorer's navigation area, users can select local or mapped drives and folders and then double-click to display the contents in the Content pane. From there the user can upload the content into SharePoint environment using Drag and Drop, Copy/Paste or even a CSV. All these methods will be described in more detail in the Common Functions section below.
file manager Interface 5

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NOTE: Essentials File Manager is also integrated with Windows Explorer. So you may drag or copy files from Windows Explorer directly into File Manager.

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