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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

Claims Based Authentication

If your source tenant requires multi-factor authentication you can use the Claims options when connecting to a tenant.

1.On the connect to pop up, select the Claims button.
claims 1

2.Enter your credentials, whether they be Microsoft or Box and connect.

If using OAuth Framework authentication with claims, please see the following section for more information.
 

CSV Column Reference Guide

The application allows users to import content into SharePoint and copy content between different SharePoint lists using CSV spreadsheets. These spreadsheets are auto generated with the necessary metadata required for the operation and may be modified using Excel or any text editing application. The following table describes the columns used within these spreadsheets.

 

 

 

 

Columns for Uploading Content using CSV

1.Source File - Identifies the physical path to the file that will be uploaded.

2.Target SharePoint Site - Identifies the target site for the file listed in the source file column. The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file.

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NOTE: In order to take advantage of this feature the CSV file must be uploaded on a site not a list level.

3.Target SharePoint List - Identifies the target list for the import

4.SharePoint File Name - Identifies the SharePoint item name that will be used for the import ( "/" is used to identify folders)

5.Content Type - Identifies the SharePoint content type that will be used for the import.

info

NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.

6.Custom Fields - Any custom fields would be listed following the content type.

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NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.  If the field is multi-value enabled and you wish to apply two or more, please separate each value with a pipe character and a trialing space.  For example, if I wanted to apply the terms Apple and Orange to a managed metadata column here is how it would look in the CSV file:  Apple| Orange .  That is "Apple" pipe character space "Orange".

7.Created At - Identifies the content creation date which is extracted from the file system. If left blank the value will be set to the current date and time.

8.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

9.Modified At - Identifies the last content modification date which is extracted from the file system. If left blank the value will be set to the current date and time.

10.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

11.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

12.Mark Version - For versioned libraries, identifies the version level for the item being imported ("Major" or "Minor"). If a quasi-versioning system was used in the file system, this field along with the SharePoint File Name can be used to recreate the versions in SharePoint. In order to implement this functionality, use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field. If left blank, the default version level will be used during import.

13.Version Comment - Specifies the comment that will be used when importing items

Columns for Copying SharePoint Content Using CSV

1.Source SharePoint Site - Identifies the source site for the content to be copied

2.Source SharePoint List - Identifies the source list for the content to be copied

3.Source SharePoint File - Identifies the source name for the content to be copied

4.Target SharePoint Site - Identifies the target site for the content to be copied. This field is left blank by default but may be entered to copy content to different sites and lists using the same CSV file.

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NOTE: In order to take advantage of this feature the CSV file must be copied on a site not a list level.

5.Target SharePoint List - Identifies the target list for the content to be copied

6.SharePoint File Name - Identifies the target SharePoint item name for the content to be copied ("/" is used to identify folders)

7.Content Type - Identifies the SharePoint content type for the content to be copied.

info

NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.  If the field is multi-value enabled and you wish to apply two or more, please separate each value with a pipe character and a trialing space.  For example, if I wanted to apply the terms Apple and Orange to a managed metadata column here is how it would look in the CSV file:  Apple| Orange .  That is "Apple" pipe character space "Orange".

8.Custom Fields - Any custom fields would be listed following the content type.

info

NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.

9.Created At - Identifies the content creation date. If left blank the value will be set to the current date and time.

10.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

11.Modified At - Identifies the last content modification date. If left blank the value will be set to the current date and time.

12.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

13.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

14.Mark Version - For versioned libraries, identifies the version level for the item being imported. If left blank, the default version level will be used during import.

15.Version Comment - Specifies the comment that will be used when importing items

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