Connecting to SharePoint Site or Site Collections
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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. |
If you wish to connect to SharePoint Sites and/or Site Collections then select SharePoint Site or Site Collection 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 SharePoint Site or Site Collection (On-premises or Office 365) as your Type. You have the following options when completing the URL portion of this screen, skip ahead 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.
5.With this connection type you are given the option to select the following:
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.
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NOTE: this may be a lengthy process depending on the number of sub-sites in this location and is only available for this connection type. |
6.Click Finish to connect to the specified SharePoint Site or Site Collection.
7.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.
8.This connection is now available in the Navigator Pane.
Connecting to SharePoint On-Premises Farms for Pre-mgration Analyses
(Not available for Information Manager Power User)
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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. |
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 Google
In order to be able to use the Metalogix Essentials Content and Navigator panes in order to copy the contents of your various Drives by dragging and dropping, you will first need to connect to them within Essentials. The following are detailed steps on how to connect to your respective Drives.
Connecting to Google Accounts
If you wish to connect to and display one or more Google accounts in the Navigator pane, then follow these steps:
1.Start by selecting the Google option in the Connect To section under the Drives tab.
2.Click the Use Service Account link.
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NOTE: Because Google now requires the use of a P12 key to connect, the option to connect using the browser is no longer valid and an "Access blocked" error will display. The browser option will be removed from the product in the next release. |
3.Enter a Project Name.
4.For Username(s), either enter a single Google Drive account name, or click the CSV link (
5.Provide your Service Account and P12 Key File. This information is gathered directly from your Google environment, so if you have not already please refer to this section for the required steps. Once the values are entered, click Authenticate.
If you have problems connecting, double check the prerequisite steps and then entered values. If you are still experiencing issues, please contact Support for assistance.
The connection is now available in the Navigator pane.