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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

Quick Compare

This option will generate a listing of SharePoint objects within the Live Compare window. Users can navigate and drill down into each object to see and copy the differences from one site to another. This option is limited to the currently selected sites. See Full Compare for additional capabilities.

To perform a Quick 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.
Live Compare 5

4.Select Quick Compare from the bottom of the Live Compare screen.
Live Compare 8

5.Select the properties you would like to apply to your Full Compare and click Run.
Live Compare 9
 
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.

info

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.

info

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.

6.The Live Compare results will be loaded in the Live Compare window, where you can now copy items from left to right and vice versa.

Load Compare Report

The Load Compare Report option allows users to select a completed Full Compare report and display its results in the Live Compare viewer where a user can drill down into any object type to compare or re-compare that object against its counterpart on the other side. The "Copy from..." buttons can be used to initiate a copy operation from one side to the other.

To load a compare report do the following:

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

2.At the bottom of the Live Compare window select Load Compare Report. This will open your computer's explorer.
Live Compare 10

3.Locate the Live Compare .csv file you wish to load. Click Open.
Live Compare 11

4.This will open the Select Site screen. Select one of the sites from the original full compare .csv file  and click Connect.
Live Compare 4

5.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

6.Repeat steps 4 and 5 for the second site from your full compare .csv file for comparison. Once you have completed these steps the full compare .csv file will be loaded into the Live Compare window.

7.You can now copy items from left to right and vice versa.

Hyper Mode

When the Classic Navigator Mode setting, found in the Profile Manager's Migration tab, is disabled, Essentials will perform the actions in this section using the classic hyper mode of migration.

Hyper mode enabled

Migration Configuration Wizard

The wizard allows you to choose between two options:

·Copy Site to Existing Site

·Copy Site to New Site

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