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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

Service Manager

Metalogix Administrator with Service Manager provides Administrators with a global understanding of their Office 365 tenants, including user profiles, license distribution, Exchange Online, OneDrive for Business, SharePoint Online and more. It provides detailed and actionable reporting across many Office 365 Services and the ability to create and run custom rules with consistent, repeatable actions.

·Cross Service Identity Management: Perform complex, user-focused administrative tasks across multiple systems in the environment from a single interface.

·License Management/Optimization: See what licenses are in your environment, to whom they are deployed, and which ones are in use. Take action by allocating or re-allocating licenses with the click of a button.

·On-boarding/Transferring: Use automated templates to ensure that the proper licenses are allocated, quotas assigned, permissions granted, oversight access is granted, and the users profile is properly filled out all from a single, unified, administration interface.

·Off-boarding: Set out of office messages, remove access, forward mail to the proper users, and backup a users' content across all systems with the click of a button.

To begin using Service Manager, start by Connecting to your Office 365 Tenant.

The application consists of three primary panes 1. Navigator, 2. Report Selection Menu, 3. Dashboard, Report and Analysis Display Area.

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Navigator Pane

The Navigator may contain a series of previously loaded or generated projects with each project representing a separate data collection.  The projects specific to Essentials Administrator are defined by a bar graph icon Administrator2 and contain the data from all previously run data collections.  Inside these projects will be the locations that were included with this scan, be it multiple site collections, OneDrives, sites, and lists.
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Report Selections Menu

The Available Reports menu displays a graphical list of all currently available reports.  These are broken down into several, logical sections grouping together the purpose of the each report.  The sections can be opened or closed by clicking on the section header. The reports are selected through a series of radio buttons which allows only one report to be loaded at a time.
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Please note that some reports may be disabled based on the Admin project being loaded.  Refer to the Reports section for more information.

Reports Area

The Reports area is the large section of the interface where the various dashboards, reports, and analysis is displayed. You may select one specific report from the main report screen (section 3 found on the Interface Overview page) by double clicking on it. This allows you to view the contents of each individual report in detail.
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Along the top toolbar are buttons to allow the configuration of the output
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The middle portion is the visual representation of the data
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The bottom displays the analytical results.  
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Right Clicking on an one of the analytics results at the bottom provides you with several menu options. One of these is Analysis, which provides a series of context menu options to perform Actions against the selected object.
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