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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

Farm High Level Migration Analysis

To perform a High level Farm pre-migration analysis do the following:

1.On the Migration Analysis Tab, click Farm High Level.
farm high level analysis 1.1
The Farm High Level wizard opens.

2.Once the Pre-Migration Analysis wizard opens, enter your Farm Central Admin URL. Click Connect and enter your Admin credentials.
farm high level analysis 6

3.Select the web applications you would like to include in the report. Click Ok.
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4.Select Finish to begin the Pre-Migration Analysis. You will be asked to save the file to a location of your choice.
farm high level analysis 7

 

Report Overview

farm high level report 1

Number of Site Collections - total number of site collection contained within the web application

Number of Subsites - total number of all sub sites contained within the web application

Number of Sites with Custom Feature - total number of sites with activated custom features

Number of Large List - total number of list and libraries with more then 20 000 items

farm high level report 2

Site URL : Site URL

Title: Site title  

Description: Site Description  

Last Modified: Site Last Modified date

Total Size (Mb): Site Last used size

Custom Features: Y - if at least 1 custom feature is found; N/A – at least 1 unknown feature was found; N – if no custom or unknown features are found

Large List: Y - if a site has at least one list or lib with more then 20 000 items  

Large List View: Y - if a site has at least one list or lib with existing web application limits

Managed Metadata List: Y - if a site has at least one list or lib with a managed metadata column  

Locked Site: Y - if a site has a locked parent web application  

Unsupported Web Template: Y – if a site has templates that are unsupported for migration

Publishing Sites: Y - if a site has the "publishing site collection" feature on or the "publishing site" feature activated

Total Items: total number of items

SharePoint Template (ID): the ID for the SharePoint site template

No. of Lists: total number of lists for a site

No. of Subsites: total number of sub sites

Out-Of-Box Workflows: Y - if a site has at least one list or library with out-of-box workflows

 

Supported:

SP 2013, 2016, 2019

Limits:

Claims is not supported.

SharePoint Online High Level Migration Analysis

To perform a SharePoint Online High level pre-migration analysis do the following:

1.On the Migration Analysis Tab, click SPO High Level.
SPO High Level premigration
The SharePoint Online High Level wizard opens.

2.Once the Pre-Migration Analysis wizard opens, enter your SharePoint Admin URL. Click Connect and enter your Admin credentials.
SPO High Level premigration 2

3.Select whether you would like to load the Site collections from a CSV or from the Tenant.

4.Select which Site Collections you would like included in your pre-migration report.
SPO High Level premigration 3

5.Specify the location where you would like your generated report to be saved to. Click Finish to begin generating your report.
SPO High Level premigration 4

Detailed On-Prem Pre-Migration Analysis

If you selected "SharePoint" as the Migration Analysis type do the following:

1.On the Migration Analysis Tab, click SharePoint.
Detailed On Prem pre migration 1
The SharePoint Pre-Migration wizard opens.

2.Once the Pre-Migration Analysis wizard opens, enter your Source Location from the drop down list.
migration analysis 5

3.Select the parameters which you would like to use in your pre-migration analysis. See the following sections for an overview of the analysis parameter options:

§Site Analysis Parameters

§List Analysis Parameters

§Item Analysis Parameters

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NOTE: The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint. You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint's original parameters. The pre-migration analysis works for file systems and file shares that can be mounted as a networked drive.

5.Select "Finish" to begin the Pre-Migration Analysis.

Site Analysis Parameters

The Following applies to SharePoint Pre-Migration Analysis only.
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Site Templates
Site and List Templates used in the source environment must be available in the target if the tool is going to create new sites or lists during the operation. To ensure all in use templates are available, this option will scan each site and list to identify the template type. If a Target Location was specified, then the analysis will compare the list of used templates in the source against the list of available templates in the target location. If a template is marked as Condition 3, it was not detected as an available template in the target location. If a Target Location was not specified, then the analysis will identify and highlight templates based on a pre-determined list of out of the box SharePoint templates. If a template is marked as Condition 3, it was not recognized as an out of the box template.

Site Features
Site Features can provide additional functionality to SharePoint. To ensure site features are available, this option will scan each site to identify which features have been activated. If a Target Location was specified, then the analysis will compare the list of activated features in the source against the list of available features in the target location. If a feature is marked as Condition 3, it was not detected as an available feature in the target location. If a Target Location was not specified, then the analysis will identify and highlight features based on a pre-determined list of out of the box SharePoint features. If a feature is marked as Condition 3, it was not recognized as an out of the box feature.

Web Parts
Web Parts allow users to modify the behavior and appearance of SharePoint pages. To ensure web parts are available, this option will scan each page to identify which web parts have been placed.

The analysis will identify and highlight web parts based on a pre-determined list of out of the box SharePoint web parts. If a web part is marked as Condition 3, it was not recognized as an out of the box web part.

Site Master Pages
Master Pages in SharePoint allow for the customization of the interface and layout which are then applied to the individual pages. When migrating SharePoint sites, it is important to understand which sites have Master Pages applied as this can be used as a good indicator of customizations. To verify the presence of Master Pages, this option will scan each site to identify which have been applied as Site and System Master Pages. If a Target Location was specified, then the analysis will search the Master Page Gallery in the destination for the availability of this page. If the result is reported as a Condition Level 3 it was not found in the destination. If a Target Location was not specified, then the analysis will identify and highlight Master Pages based on the version of SharePoint. If the result is reported as a Condition Level 3, it was not recognized as an out of the box Master Page for this version of SharePoint.

Include Sub Sites
Enabling this option will also include all accessible sub-sites below the defined "Source Location" in SharePoint.

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NOTE: If a large number of sub-sites exist, enabling this option could slow down the analysis.

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