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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 Site to Existing Site

Upon selecting to Copy a site, the Migration Configuration Wizard will be generated. The following are the steps required to copy a site to an existing site (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in Navigation pane section):

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NOTE: If multiple sites are selected for copy, we advise only using the Copy Site to New Site option. Selecting other options may result in conflicts during the copy process.

1.On the "Select which type of site copy should be run" page of the wizard, select Copy Site to Existing Site as the type of site copy you wish to perform. Click Next.
Copy site to existing site 1

2.On the Migration Configuration page,  give your project a name and select all the options you would like to apply to this migration. Click Finish.
Copy site to existing site 2

Copy Site to New Site

Upon selecting to Copy a site, the Migration Configuration Migration Wizard will be generated. The following are the steps required to copy a site to an new site (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in Navigation pane section):

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NOTE: If multiple sites are selected for copy, we advise only using the Copy Site to New Site option. Selecting other options may result in conflicts during the copy process.

1.On the "Select which type of site copy should be run" page of the wizard, select Copy Site to New Site as the type of site copy you wish to perform. Click Next.
copy site to new site 1

2.Specify the new site's name and URL, both of which must be created prior to performing this migration. Select the option you would like applied to the copy of your site. Click Finish.
copy site to new site 2

Copy/Promote to New Site Collection

Upon selecting to Promote to Site Collection, the Migration Configuration Wizard will be generated. The following are the steps required to copy/promote a site or site collection to a new site collection. (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in the Navigator pane section, if you would like to promote a site collection or my sites that were not previously loaded in the Navigator pane, then first follow the steps in the Copy Site collections and My Sites Without Loading into the Navigator Pane section):

1.Select the "Promote to Site Collection" button in the Sites section of the Migrator tab. Note: this option will only be available for site and site collections that have already been loaded into the Navigator pane.
Migrator copy sitecollection 5

2.Give the Project a name.

3.Specify the Target Central Admin URL. Click Connect.

4.Enter the Target Site collection URL.

5.Select the options you would like applied to the copy/promote of your site/sitecollection/mysites and click Finish.
Copy Promote to new site collection 1

Copy Lists and Libraries

Entire lists or libraries may be copied from one site to another. In order to copy a list or library from a site that has already been loaded into the Navigator pane follow these instructions:

1.In the navigator pane, locate the lists you wish to copy. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.

2.After you have selected the source lists there are several ways to identify the destination location you can either drag and drop the items in the source destination, or you can use one of the following copy and paste methods:

·Right Click Menu
Migrator copy lists and libraries 1

·Copy and Paste buttons in the Migrator Ribbon
Migrator copy lists and libraries 2

3.The application will bring up the Copy List/Library Migration Wizard. Specify any options you wish to include as part of your migration. Once you are satisfied with the settings, click Finish.
copy list library 01

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NOTE: In order for Nintex Forms to be copied over successfully, you must first preconfigure Nintex forms on both the source and target, and must select Copy Forms in the Copy List/Library wizard, or the copy forms portion of the migration will not work.

4.Migrator will begin the process of copying the selected content and provide feedback via a status window. In the event that some type of error occurs during the operation, a report will be provided with a detailed description.

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