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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

Transfer Permissions

Transferring permissions can be down by right clicking on a SharePoint site or user and selecting Permissions and then Transfer Permissions.

transfer permissions 1

1.Enter your credentials if prompted for them.

2.In the Clone/Transfer Permissions Wizard, select whether you would like to manually enter the source and target users, or you can choose to transfer users using a user-mapping file.
transfer permissions 2

3.If you chose to manually enter users, be sure to select the Check Names button next to both source and target fields, to confirm that they are valid users.
transfer permissions 3

4.Select which which permission options you would like to include in the transfer.
transfer permissions 4

5.Select Finish to start the transfer.

Term Store Manager Tab

Term Store Manager is a feature of Essentials for Office 365 Architect.  It delivers full control of SharePoint term stores from the convenience of a client interface.  Users can granularly or in bulk create, edit, delete, copy and merge Term Groups, Term Sets, and Terms.  Term Sets Manager also allows users to export the Term Sets into a CSV file.  This CSV file can then be used to duplicate Managed Metadata in other SharePoint applications.

Connect and View Term Store

The following steps will allow you to connect to, and view, the term store:

1.To access a site's Term Store, right click on a site and select Objects > Show Term Store.   In the product's Architect ribbon an icon is also enabled when a site is selected. The Term Store content will then appear in the content pane.
termstore1

2.Expand the term store hierarchy to view Term Groups, Term Sets, and Terms.

3.Once an item is highlighted, the right click menu will display the available options.

Copy/Merge/Reorganize Term Store Objects

Users of Term Store Manager can copy the entire term store or granular objects between different SharePoint farms

To copy and paste Terms, Term Sets, and Term Groups:

1.Connect to the Term Store using the procedure from "Connect/View Term Store".

2.Highlight the item you would like to copy and right click on it.  In this example, the Term "Lighting" is being copied from the "Production Category" Term Set.

3.The right click menu will appear, select 'Copy'.
copy-paste-step0

4.For the paste operation, users should right click on the container above the original item being copied.  For instance, in order to copy the Term "Lighting" into a Term Set "Production Category", users should right click on "Production Category" and select 'Paste Term(s)'.  
copy-paste-step2

5.Once 'Paste Term(s)' is selected a copy confirmation window will appear.  
paste-confirmation

6.Checkbox options are available before clicking 'Finish'.  The 'Copy With Children' checkbox will copy any child terms along with your selected item.  The "Merge" checkbox will merge term store objects (the source object will overwrite the target in the event of a conflict).  

7.Once appropriate options are selected, click 'Finish".

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