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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

Quick Compare

This option will generate a listing of SharePoint objects within the Live Compare window. Users can navigate and drill down into each object to see and copy the differences from one site to another. This option is limited to the currently selected sites. See Full Compare for additional capabilities.

To perform a Quick Compare with Live Compare, do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.Once the Live Compare window opens, select your two Site URL's for comparison by clicking the downward arrowLive Compare 3  of each. This will open the Select Site screen. Select the site you wish to connect to and click Connect.
Live Compare 4

3.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

4.Select Quick Compare from the bottom of the Live Compare screen.
Live Compare 8

5.Select the properties you would like to apply to your Full Compare and click Run.
Live Compare 9
 
Use Enhanced Content Compare: This option will use the last modified date to identify differences in content that exists in both sites (lists and libraries). Normally the comparison is limited to identifying differences in content that exists in one site but not the other.

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NOTE: Depending on the amount of content this comparison may require extended periods of time.

Include Item Level Permissions: The differences in Item Level Permissions between the selected sites or lists will be analyzed as part of the compare.

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NOTE: Permission comparison may require extended periods of time depending on the amount of content and permissions

Include Group Membership: The differences in the Group Memberships between the selected sites or lists will be analyzed as part of the compare.
 
User Mapping: This option should be used in the event that a mapping file was used during the initial copy from source to target. This is especially useful if you have mapped accounts from source to target.

6.The Live Compare results will be loaded in the Live Compare window, where you can now copy items from left to right and vice versa.

Load Compare Report

The Load Compare Report option allows users to select a completed Full Compare report and display its results in the Live Compare viewer where a user can drill down into any object type to compare or re-compare that object against its counterpart on the other side. The "Copy from..." buttons can be used to initiate a copy operation from one side to the other.

To load a compare report do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.At the bottom of the Live Compare window select Load Compare Report. This will open your computer's explorer.
Live Compare 10

3.Locate the Live Compare .csv file you wish to load. Click Open.
Live Compare 11

4.This will open the Select Site screen. Select one of the sites from the original full compare .csv file  and click Connect.
Live Compare 4

5.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

6.Repeat steps 4 and 5 for the second site from your full compare .csv file for comparison. Once you have completed these steps the full compare .csv file will be loaded into the Live Compare window.

7.You can now copy items from left to right and vice versa.

 

Administrator Tab

This section provides an overview of the Administrator tab.

Metalogix Essentials Administrator

The Administrator tab within the Essentials console, provides valuable insights into your SharePoint farms or Office 365 tenancies with centralized reporting and actionable management.  Easy-to-use dashboards offer automated data collections and trend analysis to help manage user activity, site growth and content distribution, as well as identify accessibility and security issues.  Its detailed reports help you know your content and enforce enterprise specific governance policies.

·Built Cloud First:  A zero footprint solution requiring no server deployments or configuration, designed to operate and interact with SharePoint remotely.  Fully compatible with on premise, Office 365, SharePoint Online or hybrid SharePoint environments, a true "agentless" solution.

·Dashboards:  Dashboards allow SharePoint Administrators to quickly and easily see key information about their environments from a single, feature rich view.

·Valuable Business Insights:  Acquire awareness about your SharePoint environment to determine Site Activity, User Activity, Data Growth, User Adoption, Various List and Permission settings and much more.

·Actionable:  Take actions based on information learned from the reports using intuitive menu options to maintain or enforce governance and policies across your SharePoint environment.

·Automated data collection: Always have the most recent data points available at the tip of your fingers with scheduled collections.

To begin using Metalogix Administrator, start here.

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