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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

Tenant to Tenant

This option allows administrators to create a mapping report, matching the source Office 365 users with Target Office 365 users.

This operation has the following requirements for use:

·The account used to perform the report needs to be a Global Administrator in this Office 365 tenant.

To create a user mapping report, perform the following:

1.On the Migration Analysis tab click Mapping Report.
Mapping Report 2
The Mapping Report wizard opens.

2.In the wizard, select the Office 365 tab.
Mapping Report Office 1

3.Enter your SharePoint Admin URL for the source Office 365 connection and click Connect.  On the Connect to SharePoint popup, enter your SharePoint credentials and click Connect. If you receive any message other than "Successfully connected to SharePoint Admin URL", please double check your credentials or contact support. If you would like to add additional Administrator accounts to this report, click Admin+.
user mapping report 3

4.Enter your SharePoint Admin URL for the Target Office 365 connection and click Connect.  On the Connect to SharePoint popup, enter your SharePoint credentials and click Connect. If you receive any message other than "Successfully connected to SharePoint Admin URL", please double check your credentials or contact support. If you would like to add additional Administrator accounts to this report, click Admin+.
user mapping report 4

5.Click the Select button to specify a location and a name for this report.
analyze dropbox4

6.Click Finish to begin the analysis.

7.The report generated will folllow the following rule:
userloginname@*.*, userloginname@*.*
user mapping report 5
 

8.In order to use the mapping report generated within Essentials, open it in excel, delete the source and target workbook sheets, and the first line with the headers from the user mapping report worksheet. Go to File > Save As> Select file type as CSV UTF-8

9.You can now use the .csv file in the Copy Tenant wizards, and the Copy My Sites to OneDrive for Business wizard, by selecting Load from CSV on the wizard's first page.
user mapping report 6
 

Please visit the following link for an overview on how to script and schedule jobs such as User Mapping Report.

 

 

File Share to Tenant

This option allows administrators to create a mapping report, matching the source file share with Target Office 365 users.

This operation has the following requirements for use:

·The account used to perform the report needs to be a Global Administrator in this Office 365 tenant.

To create a mapping report, perform the following:

1.On the Drives tab click Mapping Report.
Mapping Report 1
The Mapping Report wizard opens.

2.In the wizard, select the File Share tab.
Mapping Report File Share 1

3.Enter your Domain Controller, domain\login, and password for your file share location. Click Connect.

4.Enter your SharePoint Admin URL for the Target Office 365 connection and click Connect.  On the Connect to SharePoint popup, enter your SharePoint credentials and click Connect. If you receive any message other than "Successfully connected to SharePoint Admin URL", please double check your credentials or contact support. If you would like to add additional Administrator accounts to this report, click Admin+.
user mapping report 4

5.Click the Select button to specify a location and a name for this report.
analyze dropbox4

6.Click Finish to begin the analysis.

7.The report generated will folllow the following rule:
userloginname@*.*, userloginname@*.*
user mapping report 5

8.In order to use the mapping report generated within Essentials, open it in excel, delete the source and target workbook sheets, and the first line with the headers from the user mapping report worksheet. Go to File > Save As> Select file type as CSV UTF-8.

9.You can now use the .csv file in the Copy Tenant wizards, and the Copy My Sites to OneDrive for Business wizard, by selecting Load from CSV on the wizard's first page.
user mapping report 6
 

Please visit the following link for an overview on how to script and schedule jobs such as User Mapping Report.

Google to Tenant

This option allows administrators to create a mapping report, matching the source Google accounts (users or groups) with Target Office 365 users.

This operation has the following requirements for use:

·The account used to perform the report needs to be a Global Administrator in this Office 365 tenant.

To create a mapping report, perform the following:

1.On the Drives tab click Mapping Report.
Mapping Report 1
The Mapping Report wizard opens.

2.In the wizard, select the Google tab.
Google Mapping Report 1

3.Enter your the Admin user, p12 file key, and service account information for your google drive or google shared drive. Click Connect.
Google Mapping Report 2

4.Enter your SharePoint Admin URL for the Target Office 365 connection and click Connect.  On the Connect to SharePoint popup, enter your SharePoint credentials and click Connect. If you receive any message other than "Successfully connected to SharePoint Admin URL", please double check your credentials or contact support. If you would like to add additional Administrator accounts to this report, click Admin+.
user mapping report 4

5.Click the Select button to specify a location and a name for this report.
analyze dropbox4

6.Click Finish to begin the analysis.

7.The report generated will folllow the following rule:
userloginname@*.* OR Shared Group ID number (ie: 0ABDWpGG8AGwXUk9PV) , userloginname@*.*
user mapping report 5
The mapping is done by matching accounts with the same name, or by matching accounts with the same display name.

8.In order to use the mapping report generated within Essentials, open it in excel, delete the source and target workbook sheets, and the first line with the headers from the user mapping report worksheet. Go to File > Save As> Select file type as CSV UTF-8.

9.You can now use the .csv file in the Copy Google Drives/Google Shared Drives to Office 365 wizard and the Google Drives/Google Shared Drives to Microsoft Teams wizard, by selecting Load from CSV on the wizard's first page.
user mapping report 6
 

Please visit the following link for an overview on how to script and schedule jobs such as User Mapping Report.

Migrator Tab

Essentials for Office 365 Migrator is intended for both large scale migration activities including lists, libraries, sites, site collections, web parts, views, permissions, navigation and other objects; as well as re-organization and categorization tasks such as tagging/classification and moving/copying content between sites, lists and folders.
 

info

NOTE: A Global or SharePoint Administrator account must be used in order to perform full migrations. An account with less privileges will only be able to perform a limited set of migrations.

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