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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 New 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 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.
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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.
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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.
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5.On the Copy Site Properties page, give the new site a name to appear in the URL, and provide the Site with a title.
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6.Select the options you would like applied to the copying of your site, and click Next.
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7.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.
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Copy/Promote to New Site Collection

This function can be accessed in two ways:

·Through the selection of the "Copy/Promote to New Site Collection" option within the Site Migration Wizard (start at step 1 below).

·Through the selection of 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. (start at step 2 below).
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Upon selecting to Promote to Site Collection, the Site Migration 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.On the "Select which type of site copy should be run" page of the wizard, select Copy/Promote to New Site Collection as the type of site copy you wish to perform. Click Next.
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2.Specify the Target Central Admin URL. Click Connect.
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3.Enter the Target Site collection URL.
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4.Select the options you would like applied to the copy/promote of your site/sitecollection/mysites and click Next.
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5.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.
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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
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·Copy and Paste buttons in the Migrator Ribbon
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3.The application will bring up the List Migration Wizard. If you have selected multiple lists or libraries for migration to a site continue to the next step, if you have selected a single list or library for migration, continue directly to step 5.

4.On the Copy Lists/Libraries page, select the lists/libraries that you wish to migrate to your target site. Click Next.
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5.On the Parameters page, specify any options you wish to include as part of your migration. Once you are satisfied with the settings, click Finish.
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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.

6.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.

Copy, Move, and Tag SharePoint Content

The following details the steps required to Copy, Move and Tag SharePoint Content when the Classic Navigator Mode is enabled in the Profile Manager.

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.
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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.
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This option would require you to right click on the destination folder within the Navigator, and select Paste from its right click menu.
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·You can use the Copy and Paste buttons in the Clipboard section of the Migrator tab.
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·You can use the Copy To... option in the upper right hand tab of the Content's pane.
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·You can use the Copy To... option in the right click menu.
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4.Once a user has copy and pasted an item to a destination, or selected the "Copy To..." option, the Tagging/Copy Content Wizard appears. On the Location screen verify or change the site and list target location. Click Next.
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5.The Wizard will generate the same Properties window that is used for the tagging process. Please follow the instructions in the Classification Properties Screen section and the Field Value Selection Screen if you wish to re-classify your content at the same time as migrating it. Once this is done press the Next.
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6.The Summary page has an Advanced Options area, specify any options you wish to include as part of your migration. On this page you can also select the "Create CSV File for Uploading, Tagging or Copying Files" option - this option is described in detail in this section. Once you are satisfied with the settings, click Finish.
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NOTE:

·For Migrator Version, in the event any errors are thrown, you may reprocess any failed items after resolving the underlying issues.

·For lists with Content Approval enabled, an Approval Status field will be displayed.  This field can be used to bulk approve/reject selected content.

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