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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

Importing and Exporting Policy Groups

This section will demonstrate the steps required to import and export a policy group.

Import Policy Group

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

1.Select a Policy Group and click the Import button located in the ribbon.
importpolicygroup1
Alternatively, you may right click on any Policy Group in the Informant area and select the Import option.
importpolicygroup2

2.On the Import Policy Group screen, select the policy group file you would like to import into the Informant area.  

info

NOTE: Policy Groups are imported in .pack file format.

3.The Policy Group will be imported and displayed under the Policy Groups tab in the Informant area.

Export Policy Group

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

1.Select a Policy Group and click the Export button located in the ribbon.
exportpolicygroup1
Alternatively, you may right click on any Policy Group in the Informant area and select the Export option.
exportpolicygroup2

2.On Browse for Folder screen, select the folder location that you would like to Export the Policy Group to.
exportpolicygroup3

info

NOTE: Policy Groups are exported in .pack file format.

3.A confirmation dialog will appear after the export is complete.  Click OK.
exportpolicygroup4

 

Scripts

This section provides an overview of the ways in which Scripts can be used to manage certain product functionality for Essentials.

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