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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

Connecting to SharePoint On-Premises Farms_3

If you wish to connect to one drive, then follow these steps:

1.Start by selecting the Office 365 option in the Connect To section in the ribbon.
Connect to office 365

2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.
Connecting to SharePoint Office Tenant

3.You have the following two additional options on this screen:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.

4.Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:

·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.

·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.

·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.

·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.

·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.

·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.

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NOTE:

·The domain name may also be entered as a part of the user field in either the domain user or the user@domain syntax.

·If you have Digest Authentication enabled, please disable it. It can interfere with the tool’s ability to connect to SharePoint using Windows Authentication.

A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect. If your account requires Claims Based Authentication, click the Claims button.
Connecting to SharePoint1

4.The Select Web Application window will appear, select the web applications you wish to connect to. Click Ok.
Connect to office 365_2

5.The Select SPO sites, Select Sites with Groups, and/or Select OneDrive sites windows will appear, depending on the web application names you chose (if you selected more than one, they will appear in succession), select the accounts you would like to connect to for each. Click Ok.
Connect to office 365_3

6.The operation will start to run, connecting to the accounts you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint4

7.This connection is now available in the Navigator Pane. Here you can see the differentiation between Classic Team sites and Modern team sites, as well as an indication of what the site's template is (ex Group#0, Blog#0, etc. )
connecting to office 365 tenant 1
 

Create a Policy Group

There are several different ways to create a Policy Group. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Create within the "Policy Groups" section.
informant policy group
Alternatively, you may right click on any Policy Group or Rule in the Informant area and select "Create Policy Group".
informant policy group 4

2.Once the Create Policy Group screen opens, name your new Policy Group. Click Finish.
informant policy group 2

3.Your new Policy Group should now be displayed in the Informant Area under the Policy Groups tab.
informant policy group 3
 

Create a New Rule

There are several different ways to create a new Rule. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Create within the "Rules" section.
informant creating ruels 1
Alternatively, you may right click on any Policy Group or Rule in the Informant area and select "add rule" and then select a template.
informant creating ruels 2

2.Once the Create Rule window appears, enter a name for the Rule.  This can be a description of the condition or action that the Rule performs.
informant creating ruels 3

3.Use the drop down menu to select a category of condition. There are multiple categories to choose from in the drop down menu - Conditions: File Properties, Permission conditions, PII conditions, Site conditions, Regexp based conditions.
informant creating ruels 4

4.Once you have selected a category of conditions, specify the If condition, and the action by highlighting the condition of your choice and clicking Add condition, and highlighting the action of your choice and clicking Add action. These will define the If... and Do the Following... parameters of your rule.
informant creating ruels 5

5.Click the highlighted text of your conditions in order to set specific parameters for your conditions.
informant creating ruels 6

6.You may also use the Formula drop down menu to specify Default (AND), Default (OR), or CUSTOM for combining rules.
informant creating ruels 7

7.To create the new Rule, press the Finish button.  

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NOTE: to create a new Rule, you must define at least one condition and at least one Action.

informant creating ruels 8

Use a Policy Group

There are several different ways to Use a Policy Group. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Use within the "Policy Groups" section.
informant use group policy 1
Alternatively, you may right click on any Policy Group in the Informant area and select the "Use Policy Group" option.
informant use group policy 2

2.Once the Use Policy Group properties screen appears, use the Resource Type drop down in order to select the source data that will use the policy group.  There are multiple source data locations to choose from in the drop down menu: File System, SharePoint Site, SharePoint Site Collections, OneDrive for Business, and CSV report.
informant use group policy 3

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NOTE: to use a policy group against the CSV report data source, a policy group must have been run and produced the CSV report prior.

3.Populate any connection options (ie SharePoint site) and necessary user credentials and select the specific location in the data source you would like to use the policy group against.  Then click Next.
informant use group policy 4

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NOTE: Backups can be scripted and scheduled using the Generate Script button. Please refer to the Scheduling section below.

4.Optionally, choose to use the policy group against an Incremental Scan using the checkbox.  If this option is selected, you will need to specify the incremental date to use the policy group against.
informant use group policy 5

5.To use the policy group with the specified settings, press the Finish button.

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