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Metalogix Essentials for Office 365 2.5 - User Guide

Copyright Tool Overview
General Tool Configuration Profile Manager Proxy Mode Permission Requirements Azure Turbo and CSOM Creating User Mapping Email Notifications Support and Troubleshooting Activation Modes of Migration
Home Tab Migrator Tab
Interface Connect to Resources Copy Sites Live Compare Nintex Deployment Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts In-Place Tagging of SharePoint Items Incremental and Delta Copy Pre-Migration Report Forms Migration Workflow Migration Orphaned Users Copy Save Site to XML
File Manager Tab Drives Tab
Interface Overview Connecting to Resources Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox Drives Reports User Mapping Reports
Security Manager Tab Term Store Manager Tab Administrator Tab Backup Tab
Interface Overview Advanced Search Retention Policies Storage for Backup Import/Export Backup Archives Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper SharePoint Online Backup Hyper OneDrive 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 Reporting and Re-Mapping Users and Templates Scripts Appendix About


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Metalogix® Essentials for Office 365

Updated March 2020

Version  2.5

Tool Overview

Metalogix Essentials for Office 365 offers a complete solution for Office 365 pre-migration analysis, migration, and management.


Supported Sources: Office 365 (Office 365 group Sites, Microsoft Teams Sites, SharePoint Online, One Drive) SharePoint 2010, 2013, 2016, 2019, Exchange, Google Drive, Box, Dropbox, File Shares.

Supported Targets: Office 365 (Office 365 group Sites, Microsoft Teams Sites, SharePoint Online, One Drive) SharePoint 2010, 2013, 2016, 2019, File Shares.

Key Features can be performed in Hyper Platforms: mass migrations between office 365 locations and to Office 365 locations from non-SharePoint locations, Backups for O365 locations, Pre-migration reports and validations, and in Classic Platform: small scope migrations between office 365 locations and to Office 365 location from non-SharePoint locations, and Lifecycle management for Office 365.


General Tool Configuration

Metalogix Essentials for Office 365 offers a complete solution for Office 365 pre-migration analysis, migration and management.


This user guide provides users with an in-depth overview of the various features of the product, the ways in which to perform specific functions, as well as instructions for particular use-case scenarios.

Minimum Requirements

Our desktop tool is a multi-threaded/multi-tasking application.  As such, available system memory is the most critical parameter for optimal performance.

·Product Version: 64-bit - 8GB+ of RAM. To increase memory, start Metalogix Essentials for Office 365 and go to Help > Profile Manager > Memory Management.

·Processor:  Intel Core i3 or AMD FX 6300 or higher processor.

·Operating System: Windows 8 or higher; Windows Server 2008 R2 or higher.

·Workstation/Server: Many customers install the application on Virtual platforms, however we recommend using an isolated workstation rather than shared servers.

·Connectivity: We recommend hard-wired network connection over wireless.

·Software: We recommend turning off all anti-virus software on the workstation where the tool is installed. Otherwise, it may affect the tool.

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