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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

Interface

In order to access the Public Folders tab, you must click on the Arrows next to the Help tab, at the end of the top panel, and select Public Folders from the dropdown list.
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The application consists of two primary panes and one optional pane: (1) Navigator, (2) Contents/Objects Area, (3) My System Area. A set of windows is automatically generated when Loading or Downloading operation is performed.

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info

NOTE: The picture above represents the default arrangement for these panes. We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

The following table reviews some of the basic operations that are available from the pane menu bar:

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Collapse All

This button is available only in the Navigator pane. Pushing it will collapse and close all open folders.

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One Click Contents

Open

Selecting this button will enable one-click open. To fetch the contents of a list, the user must double click on that list. If this button is selected, the same event will be triggered but now simply by single-clicking on it.

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Minimize / Maximize

Restore

These buttons are available from all the panes. They allow you to minimize/maximize the pane or restore it to its original size.

Navigator Pane

The objects displayed in the Navigator area are limited to sites, sub-sites, lists and libraries. Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object.
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In addition, a set of options is available from right-click menus.

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Contents Area

The Content area displays the actual data inside Microsoft Outlook or a SharePoint list or library. You may use this screen to select individual items to Download from your environment.

·In order to select (or unselect) multiple items located directly below each other, click on the first item and then holding the SHIFT key, click on the last item. All the content located between the two items will be highlighted.

·In order to select (or unselect) multiple items which are not located next to each other, hold down the CTRL key and select individual files.

Located in the top left-hand corner is a breadcrumb definition of the list or library, whose content is represented in the window.
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Connections

This area of the screen is available through the File Manager or Public Folders modules (refer to the File Manager section of the manual for additional information). Analogous to Windows Explorer navigation area, users can access any folder available in Microsoft Outlook and then double-click to display the contents in the Contents pane. Users can then upload the content into SharePoint from the My System area or the Content Pane.
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