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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 Lists and Libraries

Entire lists or libraries may be copied from one site to another. In order to copy a list or library from a site that has already been loaded into the Navigator pane follow these instructions:

1.In the navigator pane, locate the lists 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 lists there are several ways to identify the destination location you can either drag and drop the items in the source destination, or you can use one of the following copy and paste methods:

·Right Click Menu
Migrator copy lists and libraries 1

·Copy and Paste buttons in the Migrator Ribbon
Migrator copy lists and libraries 2

3.The application will bring up the Copy List/Library Migration Wizard. Specify any options you wish to include as part of your migration. Once you are satisfied with the settings, click Finish.
copy list library 01


NOTE: In order for Nintex Forms to be copied over successfully, you must first preconfigure Nintex forms on both the source and target, and must select Copy Forms in the Copy List/Library wizard, or the copy forms portion of the migration will not work.

4.Migrator will begin the process of copying the selected content and provide feedback via a status window. In the event that some type of error occurs during the operation, a report will be provided with a detailed description.

Copy, Move, and Tag SharePoint Content

SharePoint uses three primary methods for categorizing content:

·The hierarchy of sites, lists and folders (which is similar to how file systems store files in folders) and;

·Metadata (via content types and fields) to ‘tag’ or classify content for find-ability and filtering.

·AutoTagging (via fields) to automatically 'tag' or classify documents by their contents. For more information about AutoTag see Field Value Selection Screen.


NOTE: Auto Tagging is not available to Power User products.

Essentials has been designed to categorize content in bulk by leveraging one or all of the above mentioned methods. This section will walk you through the process of re-locating content to specific site collections, sites, lists and folders. You may also re-classify your content during the copy/move process. In combination, both processes significantly reduce the burden of organizing your content and making it easier to locate within the SharePoint environment.

1.In the navigator pane, locate the lists containing the content you wish to move or copy. Double-click on the list to load its contents into the Contents pane. If the site containing your content is not available in the navigator pane, follow the instructions for Connect to SharePoint.

2.From the list of items in the List/Library Contents pane, select all the items that you wish to transfer to a different location. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.
migrator copy items 1

3.After you have selected the source list of items, there are several ways to copy and paste the items:

·You may simply Drag-and-Drop the items to the target.

·You can use the Copy option in the right click menu.
migrator copy items 2
This option would require you to right click on the destination folder within the Navigator, and select Paste from its right click menu.
migrator copy items 3

·You can use the Copy and Paste buttons in the Clipboard section of the Migrator tab.
migrator copy items 6

·You can use the Copy To... option in the upper right hand tab of the Content's pane.
migrator copy items 4

·You can use the Copy To... option in the right click menu.
migrator copy items 5

4.Once a user has copy and pasted an item to a destination, or selected the "Copy To..." option, the Summary page of the copy wizard appears. Give your project a name.

5.This summary page provides you with an overview of where the item is being copied to, as well as advanced options to choose from. To complete the copy click Finish.
Migration mode move copy and tag sharepoint content

Classic Mode

When the Classic Navigator Mode setting, found in the Profile Manager's Migration tab, is enabled, Essentials will perform the actions in this section using the classic copy-paste mode of migration.

classic navigator mode enabled

Site Migration Wizard

The wizard allows you to choose between three options:

·Copy Site to Existing Site

·Copy Site to New Site

·Copy/Promote to New Site Collection.

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