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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, Move, and Tag SharePoint Content

SharePoint uses three primary methods for categorizing content:

·The hierarchy of sites, lists and folders (which is similar to how file systems store files in folders) and;

·Metadata (via content types and fields) to ‘tag’ or classify content for find-ability and filtering.

·AutoTagging (via fields) to automatically 'tag' or classify documents by their contents. For more information about AutoTag see Field Value Selection Screen.

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NOTE: Auto Tagging is not available to Power User products.

Essentials has been designed to categorize content in bulk by leveraging one or all of the above mentioned methods. This section will walk you through the process of re-locating content to specific site collections, sites, lists and folders. You may also re-classify your content during the copy/move process. In combination, both processes significantly reduce the burden of organizing your content and making it easier to locate within the SharePoint environment.

1.In the navigator pane, locate the lists containing the content you wish to move or copy. Double-click on the list to load its contents into the Contents pane. If the site containing your content is not available in the navigator pane, follow the instructions for Connect to SharePoint.

2.From the list of items in the List/Library Contents pane, select all the items that you wish to transfer to a different location. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.
migrator copy items 1

3.After you have selected the source list of items, there are several ways to copy and paste the items:

·You may simply Drag-and-Drop the items to the target.

·You can use the Copy option in the right click menu.
migrator copy items 2
This option would require you to right click on the destination folder within the Navigator, and select Paste from its right click menu.
migrator copy items 3

·You can use the Copy and Paste buttons in the Clipboard section of the Migrator tab.
migrator copy items 6

·You can use the Copy To... option in the upper right hand tab of the Content's pane.
migrator copy items 4

·You can use the Copy To... option in the right click menu.
migrator copy items 5

4.Once a user has copy and pasted an item to a destination, or selected the "Copy To..." option, the Summary page of the copy wizard appears. Give your project a name.

5.This summary page provides you with an overview of where the item is being copied to, as well as advanced options to choose from. To complete the copy click Finish.
Migration mode move copy and tag sharepoint content
 

Classic Mode

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

classic navigator mode enabled

Site Migration Wizard

The wizard allows you to choose between three options:

·Copy Site to Existing Site

·Copy Site to New Site

·Copy/Promote to New Site Collection.

Copy Site to Existing Site

Upon selecting to Copy a site, the Site Migration 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.
migrator copy site to existing 1

2.Specify the Target Site Collection by either typing in the Parent Site/Site Collection URL, or selecting one from the drop down list. Click Connect.
migrator copy site to existing 2

3.If prompted for your SharePoint Credentials, enter them and click Connect.

4.Select the site or sub-site that you want to copy and press the Next button.
migrator copy site to existing 3

5.On the Copy Site Properties page, select the options you would like applied to the copying of your site, and click Next.
migrator copy site to existing 4

6.The Summary page will provide you with a thorough overview of what you are about to copy over. If you are satisfied with the settings for your site copy, click Finish.
migrator copy site to existing 5

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