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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

SharePoint Permission Level

Metalogix Essentials Security Manager for SharePoint is designed to analyze and manage permissions, groups/users and levels across multiple site collections and farms. It aims to both simplify cumbersome tasks and provide in-depth analysis of existing security rights from the convenience of your desktop and without installing anything on your SharePoint servers.

Metalogix Essentials Security Manager allows you to:

·Browse, add, edit and delete groups, users, permissions and permission levels in a visual hierarchical structure of site collections, sites, lists and individual items

·One easy to use interface for managing multiple server farms, domains and site collections.

·Copy groups, users, permissions and permission levels between server farms, site collections, sites, lists and individual items across user directories (LDAP, ADFS, RDBMS).

·Manage permissions for multiple objects at the same time

·Compare an object’s permissions to better manage permission templates and identify where permissions do not match the templates

·Analyze a user’s or group’s permissions for any site, list or item

·Analyze which users or groups have permissions for a specific object

·Discover and resolve potential security problems in multi-server farm environments such as sites with no permissions, deleted users with granted permissions, broken chain of permission inheritance, etc

·Transfer roles between users addressing issues such as employee turnover and new hires

·Supports SharePoint 2010, 2013 and SharePoint Online

·And much more

Create/Edit Permission Level

Security Manager allows administrators to create new Permission Levels or edit permissions within an existing one.

1.Select a site from the Navigation area.

2.Press the Permission Levels button to view a list of existing levels.

3.Press the Create/Grant button and select the "Create Permission Level" option to activate the window.

4.In the provided window, enter a name and description.

5.Select the Permissions that apply from the provided list.

6.Press Finish to begin the operation.



·An existing Permission Level may be edited by selecting it in the Permission Level window and then pressing the Edit button in the ribbon.

·An existing Permission Level may be removed selecting it in the Permission Level window and then pressing the Delete button in the ribbon.


Copy Permission Level

The application allows administrators to copy one or more permission levels from one site to another.


NOTE: While Essentials can create custom (user-defined) permission levels on the target, it cannot create built-in (system-defined) permission levels.  Therefore, if a built-in permission level does not exist on the target, it will not be carried over from the source.  

1.Select the appropriate site in the Navigation pane

2.Click the Permission Levels button in the ribbon (or from the site level right-click menu select Permissions>Show Permission Levels) .

3.In the provided window select one or more permission levels to be copied and press the Copy button in the ribbon.

4.Similar to the procedure in Step 1 and 2 above select the target object.

5.Click the Paste button from the ribbon.

6.In the provide window, confirm that information and select the appropriate options.

7.Click Finish to begin the operation

Remove Permission Level

Security Manager allows administrators to remove Permission Level(s) using a single operation.

1.Select a site from the Navigation area where the group(s) is located.

2.Press the Permission Levels button to view a list of available levels.

3.Select the level(s) that need to be removed

4.Press the Del key (or from the right-click menu select the Delete option).

5.In the provided window, confirm the delete operation.

6.Press OK to begin the operation.


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