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Essentials for Office 365 2.13 - User Guide

Connecting to SharePoint Site or Site Collections Copyright 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/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
Post Migration Compare 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 Scripts Troubleshooting Appendix About

Activation

After purchasing Metalogix Essentials, you will receive an email with the link to the product download and the activation code to activate the product.

1.Once installation has been completed, upon starting the Essentials application for the first time, you will be presented with a Registration Screen. Enter your activation code in the allotted space, and select to Activate Manually.
ActivationManually1

2.You will be presented with a window that details the instructions on how to obtain your license manually in the case that the machine on which Essentials has been installed does not have access to the internet.
ActivationManually2

3.As is displayed in the above screen shot, upon clicking Ok, your internet browser will be opened, if you do not have access to the internet, then simply copy the URL in the address bar and paste it into the browser of a machine with an active internet connection. This will give you access to your license data.

4.Select all the license data and copy it, then click Close.
ActivationManually3

5.Once you have copied the license data, and closed the license data window, you will be redirected to the Offline Activation page. Paste the license data into the area marked Activation Text. Click Activate.
ActivationManually4

6.If activation was successful you will be redirected to the successful activation page. Here you must either copy the Activation Text.
ActivationManually5

7.Return to the Essentials Registration Screen. An Enter License Data window will have opened, paste the activation text here, and select Apply.
ActivationManually6

8.The license should appear in the License box and the Activation Status bar should turn green and display "License is Valid". Your license has been activated, you may now click Close and use the Essentials console.
ActivationManually7

Activate Manually

After purchasing Metalogix Essentials, you will receive an email with the link to the product download and the activation code to activate the product.

1.Once installation has been completed, upon starting the Essentials application for the first time, you will be presented with a Registration Screen. Enter your activation code in the allotted space, and select to Activate Manually.
ActivationManually1

2.You will be presented with a window that details the instructions on how to obtain your license manually in the case that the machine on which Essentials has been installed does not have access to the internet.
ActivationManually2

3.As is displayed in the above screen shot, upon clicking Ok, your internet browser will be opened, if you do not have access to the internet, then simply copy the URL in the address bar and paste it into the browser of a machine with an active internet connection. This will give you access to your license data.

4.Select all the license data and copy it, then click Close.
ActivationManually3

5.Once you have copied the license data, and closed the license data window, you will be redirected to the Offline Activation page. Paste the license data into the area marked Activation Text. Click Activate.
ActivationManually4

6.If activation was successful you will be redirected to the successful activation page. Here you must either copy the Activation Text.
ActivationManually5

7.Return to the Essentials Registration Screen. An Enter License Data window will have opened, paste the activation text here, and select Apply.
ActivationManually6

8.The license should appear in the License box and the Activation Status bar should turn green and display "License is Valid". Your license has been activated, you may now click Close and use the Essentials console.
ActivationManually7

Modes of Migration

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

 

Key Features include:

·mass and small scope migrations:

obetween Office 365 locations

oto Office 365 locations from non-SharePoint locations

·backups for O365 locations

·pre-migration analyses and validations

·lifecycle management for Office 365.

Pre-migration analysis support

Metalogix Essentials enables you to perform pre-migration analyses for the following platforms:

·SharePoint Online

·SharePoint 2019

·SharePoint 2016

·SharePoint 2013

·OneDrive for Business

·Google Drive

·Box

·Dropbox

·File Shares

Migration support

The following matrix identifies the source/target combinations that Metalogix Essentials supports.

caution

Metalogix Essentials is optimized for migrations involving Office 365. While it is possible to migrate to/from SharePoint on premises (2013 and later), Quest recommends that you use Metalogix Content Matrix, a tool that specializes in SharePoint on premises migrations, including migrations from SharePoint on premises to SharePoint Online.

 

Source

Target

SharePoint Online

Office 365 Groups

Microsoft Teams

OneDrive for Business

SharePoint Online

GreenCheckbox

 

 

 

Office 365 Groups

 

GreenCheckbox

 

 

OneDrive for Business

 

 

 

GreenCheckbox

Google Drive

GreenCheckbox

GreenCheckbox

GreenCheckbox

GreenCheckbox

Box

GreenCheckbox

GreenCheckbox

GreenCheckbox

GreenCheckbox

Dropbox

 

GreenCheckbox

GreenCheckbox

GreenCheckbox

File Share

GreenCheckbox

GreenCheckbox

GreenCheckbox

GreenCheckbox

For Additional O365 Tenant to Tenant Migrations:

Quest offers On Demand Migration, a SaaS tool that offers Office 365 tenant-to-tenant  migration for  mailboxes, One Drive for Business, SharePoint Online, Microsoft Teams, and more.

Modes of Migration Matrix

The table below provides an overview of the various features available for the Copy-Paste and Hyper Modes of migration.

Source

Copy-Paste Mode

Hyper Mode

Office 365 (SharePoint Online, OneDrive, Microsoft Teams, Office 365 Group Sites)

ü

ü

SharePoint On Prem

ü

 

Box

ü

ü

DropBox

ü

ü

Google Drive

ü

ü

File Share

ü

ü

Google Shared Drive

ü

ü

Target



Office 365 (SharePoint Online, OneDrive, Microsoft Teams, Office 365 Group Sites)

ü

ü

SharePoint On Prem

ü

 

Features

 

 

OAuth

 

ü

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