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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

Add a SharePoint Group

Security Manager allows administrators to add SharePoint groups to sites. Groups may be added to one or more sites at the same time.

1.Select one or more sites in the Navigation area.

2.Press the Create/Grant button and select the Create Group option to activate the window.
CreateMenu

3.In the provided window, enter a group name, group owner and description.
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4.Press Finish to create the group.

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NOTE: An existing Group may be removed selecting it in the Users/Groups window and then pressing the Delete button in the ribbon.

Remove SharePoint Group

Security Manager allows administrators to remove SharePoint Group using a single operation.

1.Select a site from the Navigation area where the group is located.

2.Press the Groups button to view a list of available groups.

3.Select the group(s) that need to be removed

4.Press the Del key (or from the right-click menu select the Delete option).

5.In the provided window, confirm the delete operation.

6.Press OK to begin the operation.

Add Users to Group

Security Manager allows administrators to add users (or groups) to a one or more SharePoint groups using a single operation.

1. Select a site from the Navigation area where the group(s) is located.

2.Press the Groups button to view a list of available groups.

3.Select on or more groups where user(s) need to be added.

4.Press the Create/Grant button and select the "Add Users to Group" option to activate the window.

5.In the provided window, select the user(s) that will be added.
AddUsersGroup

6.Press Finish to begin the operation.

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NOTE: Users and groups may also be added to any group using a CSV.

Remove Users from Group

Security Manager allows administrators to remove users (or groups) from a SharePoint groups using a single operation.

1.Select a site from the Navigation area where the group(s) is located.

2.Press the Groups button to view a list of available groups.

3.Expand the group user(s) need to be removed.

4.Select users that need to be removed

5.Press the Del key (or from the right-click menu select the Delete option).

6.In the provided window, confirm the delete operation.

7.Press OK to begin the operation.

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