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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

Copy Sites Without Loading The Source or Target Site in the Navigator Pane

In some cases it is preferable to copy a site or site collection without loading the source or target site. In order to do this follow these instructions:

1.In the Migrator Ribbon select the Copy Site button and select the Copy Site option.
migrator copy sites 3

2.A Source Site Selection wizard will appear. In this window, enter the URL for the source site and press the Connect button.
migrator copy sites 4

3.Select the site or sub-site that you want to copy and press the Next button.
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4.The application will bring up the Site Migration Wizard. Please proceed to the Classic Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator is set to Classic Navigator Mode. Please proceed to the Hyper Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator has Classic Navigator Mode disabled.

Copy Site Collections and My Sites Without Loading into the Navigator Pane

The application provides a means to copy multiple sites or site collection from a single web application without preloading the sites in the Navigation pane.  A common scenario for this is copying My Sites.

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NOTE:

·For the process of migrating My Sites, Essentials for Office 365 does not provision a new My Site in the destination farm.  It is required that all My Sites already exist in the destination and Essentials will migrate the contents of the Personal and Shared libraries into this site.

·This operation requires the user to have access to Central Admin and is not currently supported for Office 365.

1.In the Migrator Ribbon select the Copy Site button and the Copy Site Collections/MySites option.
Migrator copy sitecollection 1

2.In the provided window enter the Central Admin URL for the source sites and press the Connect button.  The list of available Web Apps will be loaded.
Migrator copy sitecollection 2

3.Select the appropriate Web App and press the Next button.
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4.From the list of the provided Site Collections select the ones you wish to copy and press the Next button.
Migrator copy sitecollection 4

5.The application will pop-up the Copy/Promote to New Site Collection screen. Please proceed to the Classic Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator is set to Classic Navigator Mode. Please proceed to the Hyper Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator has Classic Navigator Mode disabled.

Live Compare

Metalogix Essentials for Office 365 provides a unique method for visually comparing and synchronizing the objects and content within any two site collections, sites or lists. The Live Compare interface displays up to the moment differences between these sites and allows the user to drill down and copy the differences to either environment.

The Live Compare! interface consists of three primary sections: 1. A connection area, 2. Viewer, 3. Compare Options

The Connection Area: The connection area is separated into a "Site URL" and a "List/Library" field for each of the lists to be compared.

The Viewer Area: The viewer area is separated into two parts each of which displays the content from the site, list, or library specified above in the connection area.

Compare Options: At the bottom of the Live Compare window, there are three buttons; "Full Compare" "Load Compare Report" and "Quick Compare"

During a compare, A user can drill down into any object type to compare or re-compare that object against its counterpart in the other site. The two "Copy from-" buttons at the top of the window initiate standard copying operations. See the Site Migration Wizard section for additional detail.
Live Compare 1

Full Compare

This option will generate a report of all the differences between the selected sites and subsites (if selected). Unlike the "Quick Compare" interactive approach, this report will automatically crawl and collect all the differences, which will then be saved to a CSV file for viewing.

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NOTE: Depending on the amount of content and selected options, this may require an extended amount of time. For this reason, the report is run in the background.

The completed report, (stored as a csv file), may be loaded into this interface using the "Load Compare Report" button (see the Load Compare Report section for more details on loading a compare report).

To perform a Full Compare with Live Compare, do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.Once the Live Compare window opens, select your two Site URL's for comparison by clicking the downward arrowLive Compare 3  of each. This will open the Select Site screen. Select the site you wish to connect to and click Connect.
Live Compare 4

3.Select the site or sub-site that you want to compare and press the Finish button.
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4.Select Full Compare from the bottom of the Live Compare screen.
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5.Select the properties you would like to apply to your Full Compare and click Run.
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Use Enhanced Content Compare: This option will use the last modified date to identify differences in content that exists in both sites (lists and libraries). Normally the comparison is limited to identifying differences in content that exists in one site but not the other.

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NOTE: Depending on the amount of content this comparison may require extended periods of time.

Include Item Level Permissions: The differences in Item Level Permissions between the selected sites or lists will be analyzed as part of the compare.

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NOTE: Permission comparison may require extended periods of time depending on the amount of content and permissions

Include Group Membership: The differences in the Group Memberships between the selected sites or lists will be analyzed as part of the compare.
 
User Mapping: This option should be used in the event that a mapping file was used during the initial copy from source to target. This is especially useful if you have mapped accounts from source to target.
 
Include Subsites: Any subsites for the selected sites will be analyzed as part of the compare.

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NOTE: Depending on the amount of subsites this comparison may require extended periods of time.

6.When prompted save the Full Compare file to a location on your computer.

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