Connecting to SharePoint Site or Site Collections
Copyright
Tool Overview
General Tool Configuration
Home Tab
Migration Analysis Tab
Minimum Requirements
Key Features
Automatic Updates
Cleaning Essentials Tool Location
Workspace Configuration
Profile Manager
General
Connection
Migration
Email Notification
Advanced
Proxy Mode
Azure Turbo and CSOM
Your Azure Storage Account
Steps to perform Azure Turbo Mode Migration
Monitoring Azure Turbo Migration
Supported Specification for Essentials Azure Turbo Mode
Synchronous and Asynchronous mode
Creating User Mapping
Mapping for copy from File Share
Mapping for copy from Google Drive
Mapping for copy from Box
Mapping for copy from DropBox
Mapping for copy between Tenants
Mapping for copy from OnPrem SharePoint
Remapping Content Types
Creating User and Template Reports
Support and Troubleshooting
Activation
Modes of Migration
Modes of Migration Matrix
User Logs and Log Viewer
Copy-Paste Mode
Hyper Mode
Overview
Hyper Mode FAQ's
OAuth Framework Authentication
Resume Jobs
Admin Pool
Best Practices
Tabs and User Interface
Delete User Record
Refresh Azure Logs Policy
Filter tab
Refresh Tab
Delete Tab
Clean Tab
Tab Report
Progress Tab
Status Report
SharePoint Pre-Migration Report
Migrator Tab
Farm High Level Migration Analysis
SharePoint Online High Level Migration Analysis
Detailed On-Prem Pre-Migration Analysis
Nintex On-Prem Premigration Analysis
Drives Pre-Migration Analysis
Other Reports
Interface
File Manager Tab
Navigator Pane
Contents Area
Permissions Window
Web Parts Window
Term Store Window
List Views Window
Workflows Window
Look and Feel Window
SharePoint Designer Objects Window
Connect to Resources
Connecting to SharePoint Site and Site Collections
Connecting to SharePoint On-Premises Farms
Connecting to Office 365 Tenant
Copy Sites
Copy and Paste Method
Copy Sites Without Loading The Source or Target Site in the Navigator Pane
Copy Site Collections and My Sites Without Loading into the Navigator Pane
Live Compare
Hyper Mode
Migration Configuration Wizard
Copy/Promote to New Site Collection
Copy Lists and Libraries
Copy, Move, and Tag SharePoint Content
Classic Mode
Copy Alerts
Orphaned Users Copy
In-Place Tagging of SharePoint Items
Incremental/Delta Copy
Incremental Copy/Delta Migration During Content Migration
Incremental/Delta Copy for an Existing Job
Forms Migration
Workflow Migration
Nintex Workflow Migration
Nintex Workflow Migration to SharePoint Online
Save Site to XML
General Workflow Objects
Assign Flexi Task
Build String
Calculate Date
Change State
Check Out Item
Convert Value
Create Item
Delete Item
Discard Checkout
End Workflow
Filter
Log In History List
Loop
Math Operation
Pause For
Pause Until
Query List
Regular Expression
Run If
Run Parallel Actions
Send Notification
Set a Condition
Set Field Value
Set Variable
Set Workflow Status
State Machine
Switch
Update Item
Wait for Item Update
Interface Overview
Connect to SharePoint and OneDrive for Business
Drives Tab
Connecting to SharePoint Site and Site Collections
Connecting to SharePoint On-Premises Farms
Connecting to SharePoint On-Premises Farms
Connect to FileShare
Uploading Files into SharePoint Using a CSV Spreadsheet
Downloading Content from SharePoint
File Share Pre-Migration Analysis
Copying NTFS Permissions
Copy Files Shares to OneDrive for Business
Interface Overview
Migration Job Structure
Connecting to Resources
Post Migration Compare
Connecting to Office 365
Connecting to SharePoint
Copy Google Drive
Connecting to SharePoint Site or Site Collections
Connecting to SharePoint On-Premises Farms for Pre-mgration Analyses
Connecting to Google
Connecting to Box
Connecting to Dropbox
OneDrive Provisioning
Connecting to FileShare
Limitations When Migrating Google Drive to Office 365
Additional Considerations When Migrating Google Drives to OneDrive for Business and SharePoint Online
Copy Google Drive to an Office 365 Group
Copy Google Shared Drive to an Office 365 Group
Copy Google Drive to Microsoft Teams
Copy Google Shared Drive to Microsoft Teams
Copy Google Drive to OneDrive for Business
Copy Google Shared Drive to SharePoint Online
Mapping Google Groups, Users, and Permissions to Office 365
Copy File Share
Copy File Share to OneDrive for Business
Copy File Share to SharePoint Online
Copy File Share to an Office 365 Group
Copy File Share to Microsoft Teams
Collect Files Metadata
Copy My Sites to OneDrive for Business
Copy Tenant
Copy OneDrive to OneDrive
Copy Office 365 Groups to Office 365 Groups
Copy SharePoint Online to SharePoint Online
Copy Box
Copy Box to OneDrive for Business
Copy Box to SharePoint Online
Copy Box to an Office 365 Group
Copy Box to Microsoft Teams
Copy Dropbox
Copy Dropbox Business to OneDrive for Business
Nintex Deployment
Dropbox Business - Group Mapping
Dropbox Business - Content Permissions and Mapping
Dropbox Business - Unsupported Objects
Dropbox Business - Core Properties
Copy Dropbox to an Office 365 Group
Copy Dropbox to Microsoft Teams
Google Drive to One Drive Post Migration Compare
Google Drive to SharePoint Online Post Migration Compare
Google Shared Drive to SharePoint Online Post Migration Compare
SharePoint Online to SharePoint Online Post Migration Compare
Security Manager Tab
Interface
Reports and Analysis
Term Store Manager Tab
Permission Differences
Permissions Given to a User or Group
Permission Inheritance
Permission Inventory
Site Collection Administrators
Users with Permissions to Object
Orphaned Users
Permissions
Copy Permissions
Edit Permissions
Grant Permissions
Transfer User Permissions
Remove User Permissions
Compare Permissions, Groups, and Levels
SharePoint Groups
Copy SharePoint Group
Add a SharePoint Group
Remove SharePoint Group
Add Users to Group
Remove Users from Group
SharePoint Permission Level
Connect and View Term Store
Copy/Merge/Reorganize Term Store Objects
Unsupported Objects for Migration
Create/Edit/Delete Term Store Objects
Exporting Term Groups and Term Sets to CSV
Export to and Import from SKOS Files
Live Compare
Administrator Tab
Metalogix Essentials Administrator
Service Manager
Connecting to the Office 365 Tenant (Administrator)
Default and Custom Views
Edit Quick and Custom Actions
Import Certificate
Import External List (CSV)
Reports
Available Reports
Backup Tab
Office 365 License Reports
User Profile Reports
Groups Reports
Exchange Online Reports
SharePoint and OneDrive for Business Reports
Office 365 Auditing
Converting Old Admin Projects
User Impressions
Interface Overview
Backup Job Structure
Advanced Search
Retention Policies
Storage for Backup
Import/Export Backup Archives
Connecting to SharePoint and OneDrive for Business
Help Tab
View Tab
Architect Tab
Connecting to SharePoint Site or Site Collections
Connecting to SharePoint On-Premises Farms
Connecting to Office 365 Tenant and OneDrive
Connecting to Cloud Storage
Hyper vs Classic Backup Setup
Hyper SharePoint Online Backup
Creating SharePoint Online Hyper Backup
Updating SharePoint Online Hyper Backup
Restoring SharePoint Online Hyper Backup
Hyper OneDrive Backup
Hyper Office 365 Groups Backup
Restore a Site from Specific Backup
Restoring a List/Library from a Specific Backup
Restoring a List/Library to a New Place
Restore Specific Content
Restoring Specific Content to a New Place
Restoring Documents during an Item, List, or Site Operation
Restoring Non-Document list items during an item, list or site operation
Creating an Office 365 Groups Backup
Updating an Office 365 Groups Backup
Restoring Office 365 Groups Backup
Smart Backup
Classic SharePoint Online Backup
Creating SharePoint Online Classic Backup
Updating SharePoint Online Classic Backup
Restoring SharePoint Online Classic Backup
Classic OneDrive Backup
Classic Office365 Groups Backup
Creating Office 365 Groups Classic Backup
Updating Office365 Groups Classic Backup
Restoring Office365 Groups Classic Backup
Classic Mailbox Backup
Creating Mailbox Classic Backup
Updating Mailbox Classic Backup
Restoring Mailbox Classic Backup
Change Properties for Backup
Admin Management
Scheduling Backup Jobs
How to Schedule Full Backups for SharePoint
How to Schedule Incremental Backups for SharePoint
Using Integrated Scheduler to Run Backup Jobs
Backup Project Conversion
Interface Overview
Connecting to SharePoint and Office 365
Public Folders for SharePoint Tab
Connecting to SharePoint Site or Site Collections
Connecting to SharePoint On-Premises Farms
Connecting to Office 365 Tenant
Creating Columns
Creating Content Types
Creating Lists/Libraries
Synchronizing an Architect Diagram with SharePoint
Compare Sites
Interface
Connect to SharePoint and Office 365 Tenant
Uploading Outlook Content to SharePoint
Copy E-Mail/Public Folder Content Using CSV
Outlook Permission Mapping
Scripts
Using Scripts and Integration with Windows Task Scheduler
Scripting Reference Guide
Troubleshooting
Common Parameters
Credentials Parameters
ConnectToSite Parameters
CopyList Parameter
CopySite Parameters
CopyItems Parameters
OverwriteBehavior Parameters
Copy Using CSV File Parameters
ImportFiles Parameters
GoogleImport Parameters
GoogleExport Parameters
NewBackup Parameters
ZipBackup Parameters
ApplyPolicyGroup Paramters
CopyWorkflows Parameters
CollectStatistics Parameters
SPPreMigration Parameters
FSPreMigration Parameters
Given Parameters
Transfer Parameters
Remove Parameters
Inventory Parameters
InheritanceReport Parameters
SPContentReport Parameters
ExportSiteUsersReport Parameters
ExportSiteTemplatesReport Parameters
UsersToObject Parameters
FullCompare Parameters
GoogletoOneDrive Parameters
OneDrivetoOneDrive Parameters
CopyContentToFileSystem Parameters
FileSharesToOneDrive Parameters
ImportAlerts Parameters
CustomAction Parameters
Impressions Parameters
BackupStorage Parameters
Hyper Mode Scripting
Cloud Parameters
Failed in choosing authentication type: Unable to find valid certificate path
Migration of SPO Classic Experience site pages fail with a 401: Unauthorized error
When performing OneDrive Provisioning the message One Drive for [user name] was not created is logged
Appendix
Alternate Framework
Claims Based Authentication
CSV Column Reference Guide
About
Columns for Uploading Content using CSV
Columns for Copying SharePoint Content Using CSV
Columns for Copying E-Mail and Public Folder Objects using CSV
Experience Data
How to Import Projects into Metalogix Essentials for Office 365
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.
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 Metalogix 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 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 Metalogix Essentials viewing panes.
Migrator
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.
