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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

Downloading Content from SharePoint

The download content from SharePoint option is intended to allow the user to extract content out of SharePoint into a local storage, attached storage, or file share. There are a variety of situations where this feature is helpful. Some examples include:

·Archive or off-board content from SharePoint.

·Move content from one SharePoint to another that is not accessible through a network.

·Ability to download and then reload content into a re-built environment.

Do the following in order to download content from SharePoint:

1.Select the content you want to download. You can select specific items in the content pane, or specific lists/sites in the Navigation pane.
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2.Once you have selected the content, select the Download Content option. This option is available in:

·the ribbon.
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·right clicking on the object you want to download and selecting "Download Content to File System" from the right click menu.
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3.This will open the item or site download wizard, depending on the object you selected for download.

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NOTE: An option to include sub-sites is also available but please note that this may result in a lengthy download process

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4.Select a location to store your download and appropriate options from the Advanced Options section.
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5.Press Finish to begin the download.
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File Share Pre-Migration Analysis

To perform a pre-migration analysis for a File Share do the following:

1.Once the Pre-Migration Analysis wizard opens, enter your Source Location. You can either select a source folder, or you can select a source folder from a CSV spreadsheet.
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2.Select the parameters which you would like to use in your pre-migration analysis.
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File Path Length - To stay within the guidelines of SharePoint, this option will scan this file share location and identify the file path. You will find paths longer than the set value in the report. Default value is 256 characters.
 
Component Name Length – The report will record if a path component is bigger than the set value.  Microsoft recommends the effective limit of a path component be set to 128 characters. Default value is 128 characters.
 
Name Contains Invalid Characters - Certain characters are considered invalid and therefore forbidden to be used in standard SharePoint naming conventions. The report will record any Files with Invalid Characters in the name.
 
Blocked Files Extension - SharePoint blocks specific file types from being uploaded. Enabling this option will scan the file share location and identify the content based on this list of defined blocked file extensions and inform users about any potential blocks. Default values are aspx, asmx, ascx, master, xap, swf, jar, xsf, htc.
 
Forbidden Names - Due to SharePoint Online restrictions, file names may not contain any of these defined strings. The report will record any Files with Forbidden Names. Default values are taken from Profile Manager > Advanced > Forbidden Folder and Files Names.
 
File Size Limitation (MB) - This option will record items in the report which are greater than the set value. Default is 50 MB.
 
Search for duplicate files - Enabling this option will scan the file share location and identify the files that have the same name and extension stored within the folder's structure.
 
Created - The report will record Files with a created date older than the specified value.
 
Last Modified - The report will record Files with a last modified date older than the specified value.
 
Last Accessed - The report will record Files with a last accessed date older than the specified value.
 
Send Notification - Essentials will send the specified user an email notification after the report is completed.

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NOTE: The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint. You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint's original parameters. The pre-migration analysis works for file systems and file shares that can be mounted as a networked drive.

4.Select "Finish" to begin the Pre-Migration Analysis.

Site Analysis Parameters

The Following applies to SharePoint Pre-Migration Analysis only.
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Site Templates
Site and List Templates used in the source environment must be available in the target if the tool is going to create new sites or lists during the operation. To ensure all in use templates are available, this option will scan each site and list to identify the template type. If a Target Location was specified, then the analysis will compare the list of used templates in the source against the list of available templates in the target location. If a template is marked as Condition 3, it was not detected as an available template in the target location. If a Target Location was not specified, then the analysis will identify and highlight templates based on a pre-determined list of out of the box SharePoint templates. If a template is marked as Condition 3, it was not recognized as an out of the box template.

Site Features
Site Features can provide additional functionality to SharePoint. To ensure site features are available, this option will scan each site to identify which features have been activated. If a Target Location was specified, then the analysis will compare the list of activated features in the source against the list of available features in the target location. If a feature is marked as Condition 3, it was not detected as an available feature in the target location. If a Target Location was not specified, then the analysis will identify and highlight features based on a pre-determined list of out of the box SharePoint features. If a feature is marked as Condition 3, it was not recognized as an out of the box feature.

Web Parts
Web Parts allow users to modify the behavior and appearance of SharePoint pages. To ensure web parts are available, this option will scan each page to identify which web parts have been placed.

The analysis will identify and highlight web parts based on a pre-determined list of out of the box SharePoint web parts. If a web part is marked as Condition 3, it was not recognized as an out of the box web part.

Site Master Pages
Master Pages in SharePoint allow for the customization of the interface and layout which are then applied to the individual pages. When migrating SharePoint sites, it is important to understand which sites have Master Pages applied as this can be used as a good indicator of customizations. To verify the presence of Master Pages, this option will scan each site to identify which have been applied as Site and System Master Pages. If a Target Location was specified, then the analysis will search the Master Page Gallery in the destination for the availability of this page. If the result is reported as a Condition Level 3 it was not found in the destination. If a Target Location was not specified, then the analysis will identify and highlight Master Pages based on the version of SharePoint. If the result is reported as a Condition Level 3, it was not recognized as an out of the box Master Page for this version of SharePoint.

Include Sub Sites
Enabling this option will also include all accessible sub-sites below the defined "Source Location" in SharePoint.

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NOTE: If a large number of sub-sites exist, enabling this option could slow down the analysis.

List Analysis Parameters

The Following applies to SharePoint Pre-Migration Analysis only.
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NOTE: The condition codes associated to each list entry in the report are based on the following criteria, Total List Items and Total List Size.  If either value exceeds the defined parameter, the entire list will be marked as a condition 2.

Total List Items
It is generally outside of SharePoint best practice for lists to exceed a certain number of items or threshold for various reasons. The default list view threshold for optimal SharePoint performance is 5000 items.

This option will scan for and highlight any list that exceeds the total number of items defined in this parameter (default value is 5000). This is particularly important when migrating into SharePoint Online, as this value is not user configurable in online tenants.

If any value exceeds the defined parameter, the entire list will be reported as a Condition 2.

Note:

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NOTE: Specifying a target location for this scan will not provide additional analysis.

Total List Size Limitation
Although SharePoint lists are designed to house many millions of items, it may not be ideal to store large amounts of data in a single list. This option will scan for and highlight any list that exceeds the total size in megabytes as defined in this parameter (default value is 1000 MB).

If any value exceeds the defined parameter, the entire list will be reported as a Condition 2.

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NOTE: Specifying a target location for this scan will not provide additional analysis.

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