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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

Properties and Information Area

This pane contains several spreadsheets like tabs that provide information and allow the user to manipulate objects inside the diagram and SharePoint environment.
architect properties and info 1

Properties Tab

architect properties and info 1

When a user selects an object inside the diagram (or right-clicks on an abject and selects Show Properties View from the menu) this tab is displayed. It contains a list of properties that are related to the selected object. Some of the properties are read-only, while others are editable.

Editable properties fall into several categories. Some, like the Description field, are directly editable by typing into the value column. Others allow you to select a value from a drop-down list or enter a list of values into a specific interface. Any changes to the property values will be recognized and applied to SharePoint at the time of the Update to SharePoint.

Progress Tab

The Progress tab is generally left in the background. Certain tasks, such as loading data from or to SharePoint will activate this area and allow you to follow the status of the process.
architect properties and info 2

Compare View Tab

This tab will contain the results of comparing a diagram within Essentials Architect Suite against the SharePoint environment (see the Compare With Menu section for more information). This is also where the user can synchronize the two environments. So any changes in the design are propagated to SharePoint or vice-versa. Proceed to the Synchronizing a Metalogix Architect Suite Model with SharePoint section to learn more.
architect properties and info 3

This tab has a list of actions that are available from the icon bar in the tab or from a menu generated by right-clicking on a specific object:

Symbol

Description

architect properties and info 4

Locates the selected object in the Diagram.

architect properties and info 5

Locates the selected object in the Navigator.

architect properties and info 6

Updates SharePoint with the selected difference.

architect properties and info 7

Updates the Diagram with the selected difference.

architect properties and info 9

Shows the Compare Report.

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Refreshes the Compare Report.

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