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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

Migration Configuration Wizard

The wizard allows you to choose between two options:

·Copy Site to Existing Site

·Copy Site to New Site

Copy Site to Existing Site

Upon selecting to Copy a site, the Migration Configuration Wizard will be generated. The following are the steps required to copy a site to an existing site (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in Navigation pane section):

info

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

1.On the "Select which type of site copy should be run" page of the wizard, select Copy Site to Existing Site as the type of site copy you wish to perform. Click Next.
Copy site to existing site 1

2.On the Migration Configuration page,  give your project a name and select all the options you would like to apply to this migration. Click Finish.
Copy site to existing site 2

Copy Site to New Site

Upon selecting to Copy a site, the Migration Configuration Migration Wizard will be generated. The following are the steps required to copy a site to an new site (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in Navigation pane section):

info

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

1.On the "Select which type of site copy should be run" page of the wizard, select Copy Site to New Site as the type of site copy you wish to perform. Click Next.
copy site to new site 1

2.Specify the new site's name and URL, both of which must be created prior to performing this migration. Select the option you would like applied to the copy of your site. Click Finish.
copy site to new site 2

Copy/Promote to New Site Collection

Upon selecting to Promote to Site Collection, the Migration Configuration Wizard will be generated. The following are the steps required to copy/promote a site or site collection to a new site collection. (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in the Navigator pane section, if you would like to promote a site collection or my sites that were not previously loaded in the Navigator pane, then first follow the steps in the Copy Site collections and My Sites Without Loading into the Navigator Pane section):

1.Select the "Promote to Site Collection" button in the Sites section of the Migrator tab. Note: this option will only be available for site and site collections that have already been loaded into the Navigator pane.
Migrator copy sitecollection 5

2.Give the Project a name.

3.Specify the Target Central Admin URL. Click Connect.

4.Enter the Target Site collection URL.

5.Select the options you would like applied to the copy/promote of your site/sitecollection/mysites and click Finish.
Copy Promote to new site collection 1

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