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Metalogix Essentials for Office 365 2.9 - Advanced Installation Guide

Account Permission Requirements

The following table provides an overview of the Account Permission required to perform various operations for and with Essentials.

Operation

SharePoint

Global
Administrator

Application Administrator

 

Farm or SharePoint Administrator

Site Collection Administrator

Term Store Administrator

 

Connecting to SharePoint

Client Side Object Model Connection (Site-level)

ü

-

ü

ü

ü

Office 365 Tenant Connection

ü

-

-

ü

ü

Migration Actions

Deploying Nintex Apps to SPO

ü

-

-

-

-

Migrating as a Site Collection

ü

-

ü

ü

ü

Transferring Columns into Managed Metadata

ü

-

ü

ü

ü

Content Migrations to SharePoint Online

ü

-

-

ü

ü

OneDrive Account Migrations

üWith Provisioning

-

-

-

-

SharePoint Migrations

ü

-

ü

ü

ü

SharePoint On-Premises Migration
Note: permissions to access all the content is required

-

-

ü

ü

-

 

Installation

The Essentials Setup Wizard is launched once the installation process is begun.

The actual features and modules available to the user are controlled via the activation code.

Installing the Essentials console:

1.Download the Metalogix Essentials installer here: https://support.quest.com/Metalogix-Essentials-for-Office-365/2.1/download-new-releases.

2.Once you have selected and downloaded the Bit version that is appropriate for your computer, run the installer by opening the downloaded package. This will open the Metalogix Essentials Setup Wizard.
advanced installation guide 1

3.Click Next to begin the installation process.

4.Agree to the Terms in order to proceed to the next step.

5.Select the location for the product Installation. Click Next.

6.If you have the "Run Metalogix Essentials" option selected, then the application will automatically start once the Wizard has completed Installation. Click Finish to complete installation.
advanced installation guide 2

7.The next step is to activate the product. Please see the Product Activation

info

NOTE: The installer will download the entire application. The amount of time this takes depends on the speed of your connection and host computer.

Product Activation

After purchasing Metalogix Essentials, you will receive an email with the link to the product download and the activation code to activate the product. If you did not receive such an email please contact us: www.quest.com/contact.

1.Once installation has been completed, upon starting the Essentials application for the first time, you will be presented with a Registration Screen. Enter your activation code in the allowed space, and select your choice of activation method. For Activate Now proceed to step 2. Go to the following section for instructions on how to Activate Manually (used if you do not have internet access).
Activation1

2.The license should appear in the License box and the Activation Status bar should turn green and display "License is Valid". You will also receive a message stating that your License key has been retrieved successfully. Click Ok.  
Activation2

3.After this click the Close button and proceed to the product.
Activation3

Activate Manually

After purchasing Metalogix Essentials, you will receive an email with the link to the product download and the activation code to activate the product.

1.Once installation has been completed, upon starting the Essentials application for the first time, you will be presented with a Registration Screen. Enter your activation code in the allotted space, and select to Activate Manually.
ActivationManually1

2.You will be presented with a window that details the instructions on how to obtain your license manually in the case that the machine on which Essentials has been installed does not have access to the internet.
ActivationManually2

3.As is displayed in the above screen shot, upon clicking Ok, your internet browser will be opened, if you do not have access to the internet, then simply copy the URL in the address bar and paste it into the browser of a machine with an active internet connection. This will give you access to your license data.

4.Select all the license data and copy it, then click Close.
ActivationManually3

5.Once you have copied the license data, and closed the license data window, you will be redirected to the Offline Activation page. Paste the license data into the area marked Activation Text. Click Activate.
ActivationManually4

6.If activation was successful you will be redirected to the successful activation page. Here you must either copy the Activation Text.
ActivationManually5

7.Return to the Essentials Registration Screen. An Enter License Data window will have opened, paste the activation text here, and select Apply.
ActivationManually6

8.The license should appear in the License box and the Activation Status bar should turn green and display "License is Valid". Your license has been activated, you may now click Close and use the Essentials console.
ActivationManually7

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