Essentials for Office 365 2.12 - User Guide

Connecting to SharePoint On-Premises Farms

(Not available for Information Manager Power User)

If you wish to connect directly to your SharePoint on-premises farm to perform a pre-migration analysis, follow these steps:  

1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, select On-Premises Farm (Central Administration required) as your Type.  You have the following options when completing the URL portion of this screen, continue to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.

3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.

4.Select the Site Collection which you wish to connect to, and click Ok.

4.Click Finish to connect to the specified SharePoint Site or Site Collection.

5.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.

6.This connection is now available in the Navigator Pane.

Connecting to SharePoint On-Premises Farms

If you wish to connect to an O365 temant, then follow these steps:

1.Start by selecting the Office 365 option in the Connect To section in the ribbon.

2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.

3.You have the following two additional options on this screen:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.

4.Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:

·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.

·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.

·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.

·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.

·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.

·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.

A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect. If your account requires Claims Based Authentication, click the Claims button.

4.The Select Web Application window will appear, select the web applications you wish to connect to. Click Ok.

5.The Select SPO sites, Select Sites with Groups, and/or Select OneDrive sites windows will appear, depending on the web application names you chose (if you selected more than one, they will appear in succession), select the accounts you would like to connect to for each. Click Ok.

6.The operation will start to run, connecting to the accounts you specified. You will be notified once it has completed, click Ok.

7.This connection is now available in the Navigator Pane. Here you can see the differentiation between Classic Team sites and Modern team sites, as well as an indication of what the site's template is (ex Group#0, Blog#0, etc. )

 

Connect to FileShare

In order to view a file share in the Connections panel within Essentials, you must map your PC to the file share:

1.Navigate to the file share in windows explorer and select the network location.

2.Right Click and select Map Network Drive.

3.Open Essentials, and note that the file share is now available in the Connections section.

Uploading Files into SharePoint Using a CSV Spreadsheet

The uploading files into SharePoint using a CSV spreadsheet option is designed to enhance and expand SharePoint’s ability to import files located in Windows or other operating systems, by utilizing a spreadsheet that contains accompanying metadata. The files will be imported into SharePoint and tagged with the metadata associated to it from this spreadsheet. Here are the basic guidelines for using the Upload Content Using CSV feature inside Essentials products.

1.Start by identifying the files and folders that you want to import into SharePoint. There are two ways to do this:

·You can expand and navigate through the Connections (1) area in the product. If you double click on a folder or drive, the contents will be displayed in the Contents (2) area. You may drag-and-drop or copy/paste from Connections or Contents areas directly to the destination.

·Alternatively, Essentials provides the same capabilities directly from Windows Explorer.

2.After you have selected the content and dragged/copied it to your SharePoint destination, a familiar wizard will be displayed. This is the same wizard that is used to copy SharePoint content from one place to another. The first window will confirm the destination you drag and dropped the content to. Click Next.

3.The second window will give you the ability to apply metadata values. It is a good idea to take advantage of this feature and apply as many metadata values as possible since all the data is validated against SharePoint. There are many capabilities for intelligent and auto tagging available including mapping to NTFS values such as folder names, file names, owners, etc.; or to select values directly from SharePoint managed metadata, choice and lookup lists. Once you have set all your metadata preferences, click Next.

4.The final screen of the wizard has a check box towards the bottom of the page. Selecting the Create CSV File for uploading files option will generate a comma separated values file compatible with Excel or any text editing software.

5.Although the file content may vary based on the selected metadata, the structure of the CSV spreadsheet will remain consistent. The CSV file will consist of the following columns:

6. Identify the library or folder destination for your files, and upload content using CSV by doing one of the following:

·Select Upload Content Using CSV from the ribbon in the File Manager section.

·right-click and select "Use CSV to..." and then select "Upload/Copy Content".

7.Next the Upload or Copy Content using CSV screen will be generated. Enter the location of your .csv file or .bck file.

8.You may check individual items or the Check All button at the bottom to select everything. In addition if you are using a custom character set select it in the provided field.

9.To start the import, just press the Finish button.