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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

Check for Updates

Selecting Check for Updates from the help tab will run the product update manager, which checks for updates. If updates are available it will ask you if you would like to install them.
help tab 6

If you choose to install the updates, a pop up will appear upon completion of the installation which will request to restart the Essentials program.

View Tab

The view tab provides users with options on the various components of their environment they wish to view within Essentials. The immediate pane view is the (1) Navigator, (2) this pane will depend on what you have selected to view in the viewer ribbon options. For instance, selecting Workflows will display the workflows used in the specified environment.
View tab 7

View section

The view section of the View Tab ribbon, provides users with the opportunity to view the selected environment within SharePoint, viewing the contents of a selected folder, or refreshing the content viewed within the Essentials viewing panes.
View tab 2


The Migrator section of the View Tab ribbon allows users to select what components of the selected environment's settings and features they would like to view. Users can select whether they would like to view items such as web parts, workflows, permissions, etc. The selected component will be viewed in the (2) portion of the screen.
View tab 4

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