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Metalogix Essentials for Office 365 2.10 - User Guide

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
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 Appendix About

Copy and Paste Method

This is the most common and simple approach to copying sites. It requires the user to, in most cases, have the source and target loaded into the Navigation pane (refer to Connecting to SharePoint for additional information). Note: copy and paste method now allows users to use claims base authentication to connect to sites.

1.In the navigator pane, locate the site(s) you wish to copy. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.

2.After you have selected the source site(s) there are several ways to identify the destination location:

·You may simply Drag-and-Drop the Sites.

·Use the Copy and Paste options from the right-click menu.
migrator copy sites 1

·Use the Copy and Paste buttons in the Clipboard section of the ribbon.
migrator copy sites 2

3.The application will bring up the Site Migration Wizard. Please proceed to the Classic Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator is set to Classic Navigator Mode. Please proceed to the Hyper Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator has Classic Navigator Mode disabled.

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NOTE: If multiple sites are selected for copy, we advise only using the Copy Site to New Site option. Selecting a different option may result in conflicts during the copy process. Review and select the appropriate options.

Copy Sites Without Loading The Source or Target Site in the Navigator Pane

In some cases it is preferable to copy a site or site collection without loading the source or target site. In order to do this follow these instructions:

1.In the Migrator Ribbon select the Copy Site button and select the Copy Site option.
migrator copy sites 3

2.A Source Site Selection wizard will appear. In this window, enter the URL for the source site and press the Connect button.
migrator copy sites 4

3.Select the site or sub-site that you want to copy and press the Next button.
migrator copy sites 5

4.The application will bring up the Site Migration Wizard. Please proceed to the Classic Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator is set to Classic Navigator Mode. Please proceed to the Hyper Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator has Classic Navigator Mode disabled.

Copy Site Collections and My Sites Without Loading into the Navigator Pane

The application provides a means to copy multiple sites or site collection from a single web application without preloading the sites in the Navigation pane.  A common scenario for this is copying My Sites.

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NOTE:

·For the process of migrating My Sites, Essentials for Office 365 does not provision a new My Site in the destination farm.  It is required that all My Sites already exist in the destination and Essentials will migrate the contents of the Personal and Shared libraries into this site.

·This operation requires the user to have access to Central Admin and is not currently supported for Office 365.

1.In the Migrator Ribbon select the Copy Site button and the Copy Site Collections/MySites option.
Migrator copy sitecollection 1

2.In the provided window enter the Central Admin URL for the source sites and press the Connect button.  The list of available Web Apps will be loaded.
Migrator copy sitecollection 2

3.Select the appropriate Web App and press the Next button.
Migrator copy sitecollection 3

4.From the list of the provided Site Collections select the ones you wish to copy and press the Next button.
Migrator copy sitecollection 4

5.The application will pop-up the Copy/Promote to New Site Collection screen. Please proceed to the Classic Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator is set to Classic Navigator Mode. Please proceed to the Hyper Mode Site Migration Wizard section for further instructions on how to run through this wizard if your navigator has Classic Navigator Mode disabled.

Live Compare

Metalogix Essentials for Office 365 provides a unique method for visually comparing and synchronizing the objects and content within any two site collections, sites or lists. The Live Compare interface displays up to the moment differences between these sites and allows the user to drill down and copy the differences to either environment.

The Live Compare! interface consists of three primary sections: 1. A connection area, 2. Viewer, 3. Compare Options

The Connection Area: The connection area is separated into a "Site URL" and a "List/Library" field for each of the lists to be compared.

The Viewer Area: The viewer area is separated into two parts each of which displays the content from the site, list, or library specified above in the connection area.

Compare Options: At the bottom of the Live Compare window, there are three buttons; "Full Compare" "Load Compare Report" and "Quick Compare"

During a compare, A user can drill down into any object type to compare or re-compare that object against its counterpart in the other site. The two "Copy from-" buttons at the top of the window initiate standard copying operations. See the Site Migration Wizard section for additional detail.
Live Compare 1

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