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Essentials for Office 365 2.14 - User Guide

Product Activation Tool Overview
General Tool Configuration Profile Manager Proxy Mode Azure Turbo and CSOM Creating User Mapping Creating User and Template Reports Support and Troubleshooting 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 Scripts Troubleshooting Appendix About

Product Activation

After purchasing 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.

2Use the information in the following to determine the appropriate License Validation option to select.


NOTE: Most systems can use the Online activation method as long as the system has internet access. If you are unable to use the online activation method due to security settings or lack of internet access, the Offline activation option can be used. This option will still require some internet access, but allows for the authentication to be done from another machine that is not as restricted by security or has a connection to the internet.

If you want to validate the license...

Then ...


accept the default option (Activate Online).


a)Select Activate Offline.

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.

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.

b)Follow the instructions on the Offline Activation web page to activate your license.

c)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.

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


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

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.


Tool Overview

Quest® 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

Essentials for Office 365 enables you to perform pre-migration analyses for the following platforms:

·SharePoint Online

·SharePoint 2019

·SharePoint 2016

·SharePoint 2013

·OneDrive for Business

·Google Drive



·File Shares

Migration support

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


Quest 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 Content Matrix, a tool that specializes in SharePoint on premises migrations, including migrations from SharePoint on premises to SharePoint Online.




SharePoint Online

Office 365 Groups

Microsoft Teams

OneDrive for Business

SharePoint Online





Office 365 Groups





OneDrive for Business





Google Drive















File Share





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.

General Tool Configuration

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.



Minimum Requirement



Intel Core i7

Intel Core i9, X-Series or higher


16 GB
Note: to increase memory, start Quest Essentials for Office 365 - go to Help > Profile Manager > Advanced.

32 GB

Disk Drives

Dual hybrid disk drives

C: OS, Program Files, D: Data Files

Dual SSD drives

C: OS and Program Files

D: Data Files

Network Card

100 Mbps



Operating System Software

·Windows 10 or higher

·Disable anti-virus software or disable scanning of Quest Essentials Program, Program Folder, and Data folders.

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