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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 Office 365 Tenant and OneDrive

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.

info

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
 

Connecting to Cloud Storage

In order to connect to your Amazon S3 or Azure cloud storage locations, you need to do the following:

a.Under the Backup tab, in the backup section, click the "To Cloud Storage" option in order to create a new backup to Cloud Storage.
Backup Connecting to Cloud 1

b.Once the Backup Properties window pops up, give your backup a name. Select the Service type - the selection you make here will determine what other connection information is required of you.
 
SharePoint Site - if you select this as your service type, you will be asked to input the Source URL for your SharePoint Site.
backup connecting to cloud 2
 
OneDrive for Business - if you select this as your service type, you will be asked to input an admin username for your OneDrive for Business account, followed by clicking the Connect button.
backup connecting to cloud 3
Enter the password for the OneDrive admin account and click Connect.
backup connecting to cloud 4
Once you are successfully connected, you can select which objects you would like to backup.
backup connecting to cloud 5
 
Office 365 Group - if you select this as your service type you will be asked to input an admin username for your Office 365 account, followed by clicking the Connect button.
backup connecting to cloud 6
Enter the password for the Office 365 admin account and click Connect.
backup connecting to cloud 4
Once you are successfully connected, you can select which object you would like to backup.
backup connecting to cloud 7

3.Under the Configuration options, expand the "Save Backup To Location" section. Select Cloud Storage as your location option and then click the Ellipses button directly to the right of the location field.
backup connecting to cloud 8

4.Select your Cloud Storage Provider (Amazon S3 or Azure) and click the ellipsis button at the end of the location field to continue.
backup connecting to cloud 9

5.Continue to the Steps to Connect to Azure Cloud Storage section, or the Steps to Connect to Amazon S3 Cloud Storage section for further instructions.

Steps to Connect to Azure Cloud Storage

1.Enter your Azure Storage account name and click the Connect button.
connect to Azure1

2.You will be prompted for your Azure Storage primary key, enter your key and click Connect.
connect to Azure2

3.Once the connection is successfully established, the list of containers will display on the left side of the view.  Select the container in which you wish to store the backups and its current list of available folders will appear on the right.  Select the folder in which you wish to store the backups or click Create Folder to create a new folder.  When finished, click OK to continue.
connect to Azure3

4.Confirm that the path displayed in the Location field is correct and then click OK to continue.
connect to Azure4

5.You will now be returned to the initial backup configuration. The "Save To Location" field will now be populated and you have another opportunity to modify the current settings or click Finish to begin the backup.
connect to Azure5

Steps to Connect to Amazon S3 Cloud Storage

1.Enter your Amazon S3 Access Key and click the Connect button.  
connect to amazon1

2.You will then be prompted for your Amazon S3 Secret Key, which you should enter and the click the second Connect button.
connect to amazon2

3.Once the connection is successfully established, the list of buckets will display on the left side of the view.  Select the bucket in which you wish to store the backups and its current list of available folders will appear on the right.  Select the folder in which you wish to store the backups or click Create Folder to create a new folder.  Click OK to continue.
connect to amazon3

4.Confirm that the path displayed in the Location field is correct and then click OK to continue.
connect to amazon4

5.You will now be returned to the initial backup configuration.  The "Save To Location" field will now be populated and you have another opportunity to modify the current settings or click Finish to begin the backup.
connect to amazon5

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