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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

Item Analysis Parameters

The Following applies to File Share and SharePoint Pre-Migration Analysis, options vary based on whether File Share or SharePoint Migration analysis has been selected.
migration analysis 9

Item Size Limitation (File Share and SharePoint Pre-migration Analysis)
To identify content that may exceed SharePoint's maximum file size, this option will return items which are 'Equal', 'Greater Than' and 'Less Than' this defined size, in megabytes (MB). The default value is 50 MB, but this can be adjusted. For performance reasons, if the source is SharePoint this size will only be representative of the most recent version of every object.  If you also want to include the size of all versions, please also enable the option "Version Size Calculation".

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

File Path Length (File Share and SharePoint Pre-migration Analysis)
To stay within the guidelines of SharePoint, this option will scan this file share or SharePoint location and identify file path lengths that are 'Equal', 'Greater Than' and 'Less Than' this defined value. Optionally for File Share Analysis, you may decide to include a "Target Location" which will subtract the total length of this entered location from the defined limitation, resulting in a more accurate File Path limitation estimate.

The report will also include the calculation of the space characters into their encoded format and this value will be displayed in parenthesis next to the file path length.

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NOTE: Microsoft recommends the effective file path length not exceed 256 characters. Please note that this Microsoft recommended value also includes the SharePoint domain/server name which may not be accounted for in this analysis.

Component Name Length (File Share Pre-migration Analysis only)
SharePoint enforces limits to the number of characters in a path component; more specifically, this path component refers to the length of the name of files and folders. This option will identify which items are 'Equal', 'Greater Than' and 'Less Than' the defined length.

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NOTE: Microsoft recommends the effective limit of a path component be 128 characters.

Name Contains Invalid Characters (File Share Pre-migration Analysis only)
Certain characters and their placement are considered invalid and therefore forbidden to be used in standard SharePoint naming conventions. This option will scan the file share location and identify if any of these defined values are used within the full file path.

Blocked File Extension (File Share and SharePoint Pre-migration Analysis)
SharePoint provides functionality to block 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.

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NOTE: The list of file extensions should be separated by a comma. (exe, zip, avi, mp3)

Last Modified (SharePoint 2010/2013/2016 pre-migration Analysis only)
This option includes the Last Modification date of SharePoint content to the Content report, useful for determining the age of this information.  Based on the selected value, this date value will either be highlighted in Green or Red.  Green indicates that the content is newer than the selected date while Red indicates that it is older.

Custom Master Pages (SharePoint Pre-migration Analysis only)
This option will include the analysis of each SharePoint page to determine if it has an explicitly defined Master Page associated to it.  All pages with a specifically defined Master Page will be set to Condition 3 in order to draw attention to this commonly overlooked SharePoint customization.

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NOTE: Only those pages with a specifically defined Master Page will be listed and not those that used placeholders (default.master or custom.master).

Name Ending String (File Share Pre-migration Analysis only)
Due to SharePoint restriction, file and folder names may not end with any of these defined strings. This option highlights files with these incompatible file name endings.

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NOTE: The list of name ending strings should be separated by a comma. (.files, _files, -Dateien, _fichiers)

File Size Limitation (File Share Pre-Migration Analysis only)
To identify content that may exceed SharePoint's Maximum Upload Limit, this option will return items which are 'Equal', 'Greater Than' and 'Less Than' this defined size, in megabytes (MB).

Search for Duplicate Files (File Share Pre-Migration Analysis only)
Enabling this option will scan the file share location and identify the files with same name and extension stored in folders structure.
 
Last Modified (File Share and SharePoint Pre-Migration Analysis)
The selected date and time in this option will determine if the date in this column is highlighted in red or green. Red indicates that the content is older than the value specified while Green indicates that is it newer.

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NOTE: the outcome of this option will not have an impact on the Condition Level of each item, rather it is to be used for the quick, visual identification of old or stale content.

Last Accessed (File Share Pre-Migration Analysis only)
The selected date and time in this option will determine if the date in this column is highlighted in red or green. Red indicates that the content is older than the value specified while Green indicates that is it newer.

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NOTE: the outcome of this option will not have an impact on the Condition Level of each item, rather it is to be used for the quick, visual identification of old or stale content.

Detailed Reporting Level (SharePoint Pre-migration Analysis only)
When the Analyze Items option is included, the process will examine all items in the specified SharePoint sites. What this Detailed Reporting Level option provides is the ability to choose the amount of items (based on Condition level) to be included in the report. Please note that the use of this option will not decrease the amount of time for the analysis to complete, it will only reduce the amount of items listed in the resulting report.

When this option is enabled, the report will include detailed information about all items, regardless of their reported Condition level. The use of this option can greatly increase the size of the report, so you may consider leaving it disabled if your SharePoint location contains a large amount of items. When this option is disabled, the report will include detailed information about only those items with a Condition 2 or 3 status, meaning ones where the tool has detected a potential issue for your consideration.

Version Size Calculation (SharePoint Pre-migration Analysis only)
This option will include the size of all files, folders and items into the Object Size (MB) column.  The size including the version history will be shown after the slash next to the size of the most recent object.  
Most recent item size / Size of all versions

Summary Only (File Share Pre-Migration Analysis only)
Enabling this option will provide a summary report calculating the total number, size and average size of the objects (files and folders) in the specified Source Location.

Save to CSV (File Share Pre-Migration Analysis only)
When this "Save to CSV" option is enabled, the output of this analysis will be saved to a CSV file (.csv) rather than the default Excel file (.xlsx). The benefit of using this option is an increase in analysis performance, however the downside is that the system-provided functionality of Excel files is lost (color, sorting, additional worksheets, etc.)

Copying NTFS Permissions

NTFS folder permissions are automatically mapped when the "Copy Permissions" option is selected within the Advanced Options of the Summary screen of the wizard.
file manager common functions 1

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NOTE: If selecting "Remove Folder Structure", the "Copy Permissions" option will be disabled. The application will match NTFS to SharePoint permissions in the following way

NTFS Permission

SharePoint Permission Level

Full Control

Full Control

Modify

Contribute

Read

Read

Write

Contribute

List Folder contents

Read

Read & Execute

Read

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NOTE: These permissions may also be mapped when copying NTFS to SharePoint via CSV and Command Line Scripting

Copy Files Shares to OneDrive for Business

When licensed, Metalogix Essentials File Manager provides the ability to bulk upload user's networked file system drives into their respective OneDrive for Business Document library in your Office 365 tenant.  This operation has the following requirements for use:

·The account used to perform the upload needs to have access and at least Read permissions from this computer to all the user's networked file system drives.

·The account used to perform the upload needs to be a minimum of Site Collection Administrator in this Office 365 tenant.

·The person performing the upload will need to know the relationship (mapping) between each user's networked file system drive and their corresponding Office 365 user account.

·Each user account must have either a SharePoint or OneDrive license assigned to it in Office 365.

Once the requirements above are satisfied, you can proceed with utilizing the bulk upload functionality.

1.To access the wizard, first switch to the Drives tab in the Essentials for Office 365 application.

2.Click the "Copy File Shares" button and select Copy File Share to OneDrive. This will open the wizard.
copy fileshare to onedrive 0001

3.Give your project a name.
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4.Enter the URL to the SharePoint Admin Center in your Office 365 tenant.  Click the Connect button and then enter the Username and Password of your Administrator to authenticate.  The SharePoint Admin Center URL will look similar to this: https://YourTenant-admin.sharepoint.com
Copy FileShare to OneDrive2

5.In the Map File System to Users section, load the CSV file that maps the relationship between the networked file system drives and the corresponding Office 365 user account.  During the upload, all the content, files, and sub-folders (if configured), will be migrated from within the root of this network path and uploaded into the user's OneDrive for Business "Documents" library.

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NOTE: Click here to download an example mapping file.

6.After the mapping file is loaded, click the Check for Users Personal Sites button to run a validation test.  This option is designed to validate the existence of the mapped user in Office 365 and also to check for the availability of each user's OneDrive for Business.
Copy FileShare to OneDrive3
The following results can be displayed in the "OneDrive Exists" column:

·Yes - The user account has been found in this Office 365 Tenant and this user's OneDrive for Business has already been provisioned.

·No - The user account has been found in this Office 365 Tenant, but this user's OneDrive for Business has not yet been provisioned.

·Invalid User - The user account was not found in this Office 365 Tenant and therefore cannot be included with this operation as currently mapped.

7.After the validation process, select all the valid users from the list which you wish to include in this operation and click Next to continue.

8.On the following page of the wizard, you are presented with a few choices dealing with the content that is to be uploaded.  Select the options required, as described below.
fileshare to onedrive advanced options 1

Overwrite if files exist:  If a file of the same name already exists in the OneDrive's Documents library, this option will overwrite that file with the current one from the file system.

Incremental Copy:  There are multiple scenarios where an ability to re-copy changes (from the source environment to the target) rather than re-copying all the content is preferable and necessary.  This function allows user's to continue working on their networked drives or in their OneDrives while the migration is performed and then at a later date, the tool can be used to identify and migrate newly created or modified content.  Incremental Copy uses a 'Last <N> Days/Weeks/Months' method to identify and migrate this content starting at the time of execution.  Click here for additional information about Incremental Copy.

Copy Permissions: This setting copies NTFS File System folder permissions when copying file system content to SharePoint libraries or when importing files from the file system using CSV Spreadsheet for metadata.

Migrate to Folder: When this option is enabled, you can create a (or use an existing) root folder structure in the destination library where your source content will be migrated. You will need to define the path like this example:

/My Source Content/2017

In the above example, the folder "My Source Content" and subfolder "2017" will be created in the root library of your destination and all source content will be migrated to this folder location.

Apply Filter - This feature allows the inclusion or exclusion of items by user defined criteria, such as date, size, file extension, file name, or file owner.
 
Note: the Apply Filter functionality is only applied to selected containers (i.e. site, lists or folders). If you select specific content (documents or items) then those objects will be included with the operation regardless of the filter applied. If you want to selectively include content, please select the container that this content resides in and apply the filter or apply the filter against the container first, then select the remaining content.
 
For the File Extension and Exclude Folders parameters only, you can use "," to set more than 1 criteria. For example, use this format "png,docx,pptx" to include multiple file extensions.
 
"Size" filter should have a whole number without decimals. It  is recommended that users not use the operators "Equal" and "Not Equal" to avoid difficulties with accurate file size, if the file size is greater than 1 MB.
 
Use the "Save Filter" option to save filter settings to a file and load them in different wizards or the Profile Manager.
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Re-map Users:  If the user accounts within your local file system differ from those in Office 365, this option provides the ability to map the differences so the tool can properly retain the Created/Modified By authorship information and permissions.  Please note that source file shares account are read in the following format and this should be used when creating your user mapping file. domain\user01,user01@contoso.com.  You should also add any necessary Groups to this mapping file too. domain\ADMarketingGroup,Marketing

Enable Azure Turbo Mode: When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Please review the User Manual for additional information as well as recommended configuration as this process is a resource intensive operation.

Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Acces Key. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

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NOTE: this function is optional and is only used to increase the migration performance to SharePoint Online or OneDrive for Business in Office 365. It does not provide any additional functionality that is not available when this option is disabled.

·Microsoft Provided Storage: This option allows you to use Microsoft provided Azure storage instead of providing your own for the purpose of utilizing Azure Turbo Mode.

·User Provided Storage: This option allows you to provide your own Azure Storage instead of using one provided by Microsoft for the purpose of utilizing Azure Turbo Mode. It requires that you provide both your Azure Blob Storage Account Name as well as its corresponding Access Key by clicking the "Select" button to the right. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding. Note:

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NOTE: User Provided storage will give you access to Azure logs for a longer period of time than Microsoft provided storage. It will also allow you to perform the migration faster with less throttling.

Send Notification: When selected, this feature will send emails to the listed recipients once Migrations are completed. Enter a specific user email address. For two or more, separate each email address with a comma. Set up User Notifications here in order to use this feature. 

9.Click Finish to begin the migration.

 

Drives Tab

Metalogix Essentials for Drives provides a simplified, wizard driven experience to migrating content in, out, or between various drive management systems (local or cloud based).  It can also provide additional functionality to managing some or all OneDrive for Business sites within a specific Office 365 tenant.

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