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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

Creating Lists/Libraries

Lists and Libraries are used by SharePoint to organize and manage content. Based on the type of List, SharePoint creates specific metadata. This metadata may be expanded and altered. Essentials Architect Suite for SharePoint can be used to create and maintain lists and their metadata. Unlike other objects, a list must be created in SharePoint immediately.

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NOTE: Each list is based on a template stored in SharePoint and you must therefore be online in order to complete this action.

Here is the process for creating Lists:

1.Click on the List entity in the Palette.
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2.Click in the area of the diagram where the List will be placed. This will display the Create List Wizard window.
Note:

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NOTE: If the List option is not available in the palette, enable All Lists from the View menu.

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3.Enter a name and select the appropriate template from the list.

4.Press Finish to create the List.

5.Select "Inheritance" from the Entities section of the palette.
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6.Click the mouse on the new content type and without releasing, drag the arrow to the parent type to create an association.
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Essentials Architect Suite imposes specific limitations on lists to comply with SharePoint behavior. Here is what you can and cannot do:

·You can drag-n-drop any existing content type or column into the list.

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NOTE: The "Enable Content Types" property will be automatically set to "Yes" for when a non-default content type is added to a list or library.

·You cannot remove or modify some reserved content types and columns (e.g.. Folder Content Type, Document Created By column).

·You can remove or modify non-reserved content types and columns.

·You cannot create a new content type within a list.

·You can create a new column within a list.

Synchronizing an Architect Diagram with SharePoint

One of the key features of Metalogix Essentials Architect Suite is that the user can load a site or site collection into the product and then work on it offline without making changes to the actual environment. This gives you the opportunity to properly vet the design prior to making a change to the SharePoint environment. It also allows you to take a snapshot to use as a benchmark for compliance or monitoring purposes.

However, at some point you will need to make certain updates to either the model or SharePoint. In order to do that, you must run a Compare Report, which will identify the specific differences between the two environments. Please see the section on "Compare With" Menu for options on generating this report.

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NOTE: You may select, compare and update multiple sites at once. Simply select multiple sites in the navigator pane prior to executing the compare.

The Compare Report is generated inside the Compare View Tab (for more information see the Compare View Tab section). Besides displaying the differences, the report allows you to run selective or complete updates. Updates are then made by right-clicking on a container in the report and selecting "Update Sharepoint" or selecting the Update SharePoint Icon from the tools of the Compare View tab.

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Users can also update the Architect diagram with changes by selecting the object you want updated on the Diagram, right-click and choose "Update Diagram" or select the Update Diagram column.
architect sycnchronizing 2

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NOTE: Updates are applied to all items within the selected container.

Each update of an item in Sharepoint or within the Architect diagram will will have a status listed next to it within the Status column of the Compare View.
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Compare Sites

(also see Live Compare for an alternative approach)

One of the key features of Metalogix Architect is the capability to compare and synchronize the metadata structures of multiple sites. Developers can design and test their schemas in one environment and then roll it out to another. Sites can also be compared for compliance and consistency.

This section will walk the user through the process of comparing two or more sites and then updating a target site with changes.

1.Locate all the sites that you wish to compare in the navigation pane. In order to select multiple sites, hold down the 'CTRL' key and click on the sites you wish to select. The first site selected will be the 'source' site.

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NOTE: the source and target can always be switched in the 'Compare Sites View' window.

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2.Right-click on any of the selected sites and choose 'Compare with' and  'Each Other' from the drop down menu.
compare site 2
You can also trigger a comparison by clicking on the "With Each Other" button in the Compare section of the Architect tab.
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3.Proceed to the Compare Sites View pane. The report will contain a full list of differences between the source site and the target site(s). You can navigate and drill down through the report to see details of the differences (see the Compare Sites View Tab section for more information).
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4.Updates or synchronizations can be done on an individual item or the entire site. To kick-off an update, right-click on an item to display a list of options. If an item exists in the source site but not in the target site, you have the option to 'Create in Target'. Conversely, if an item does not exist in the source but does in the target, you have the option to 'Delete from Target'. Select the appropriate option to run and acknowledge the confirmation window to proceed.
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At this point any updates or synchronizations are only reflected in Essentials Architect Suite. In order to update SharePoint, please follow the instructions in the Synchronizing an Architect Suite Model with SharePoint section.

Each updated item generates a response in the status column. There are three possible responses:

1.Success - the update was successfully completed

2.Pending - this indicates that the item update has a dependency to another update which must be run first. This update will automatically proceed after the dependency is resolved.

3.Error - this indicates that the update was not run. The application will typically return an error code and a reason for the failure.

 

Public Folders for SharePoint Tab

Essentials for Office 365 Public Folders is designed to migrate and classify content from Microsoft Exchange Public Folders, as well as Exchange Mailboxes, PST Archives and third-party email systems to your SharePoint 2010, 2013 or Office 365 environments.

The product leverages your Microsoft Outlook installation to gain access to email and public folders. Therefore a local copy of Outlook 2010 or 2013 is required on the computer running the application. Any email systems configured for use by Outlook will appear in the Connections Area.

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