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Metalogix Essentials for Office 365 2.9 - 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 Hyper Mode Classic Mode Copy Alerts Orphaned Users Copy 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


The Migrator section of the View Tab ribbon allows users to select what components of the selected environment's settings and features they would like to view. Users can select whether they would like to view items such as web parts, workflows, permissions, etc. The selected component will be viewed in the (2) portion of the screen.
View tab 4


The Misc section of the View Tab ribbon gives users access to the job scheduler, the log viewer, as well as the ability to reset the Metalogix Essentials panes, and adding New Windows to the Essentials view.
View tab 5

Scheduling Tasks

This interface is generated when a user attempts to schedule a process. The scheduler can be launched in two ways:

1.The Schedule button found at the bottom of the Copy/Backup/Migration wizards.
Schedule button 2

2.Alternately, in order to see the tasks that are already scheduled and perform various actions on these tasks, you can click the The "Scheduler" button in the "View" tab in the ribbon.
View tab 6

Schedule Task Screen

This screen is displayed after launching a scheduling operation from the  button in the Copy/Backup/Migration wizards.
Schedule button 2

Here, you can enter a task name as well as select the recurrence. You have the option to set the task for One time, daily, weekly, and monthly recurrences, and then specify the time frame for your selected recurrence.


This screen also allows users to use scripts to schedule the task. By selecting "Copy To Clipboard", users can then Use Scripts and integration with windows task scheduler, to schedule this task.

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