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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

Import External List (CSV)

Import External List will allow you to pre-create a CSV file containing a list of users and associated attributes.  Once imported, you can then perform either a Quick or Custom Action against a selected set of these users.

To use this option:

1.Right click on the Tenant level Office 365 node in the Navigator. Choose the "Import External List (CSV)" option.administrator import external lists1

2.Locate and then select your CSV file and click OK to open it within a new Service Manager view.

3.You may now select the users from this view and perform quick or custom actions against them.
administrator import external lists2

Below you will find example templates that can be used to Create new Active Directory Users or Create new Office 365 Cloud Users.  If you would like to create your own CSV file, you can do so simply by selecting one or more users from your Active Directory Users or Office 365 Users View and choosing the Export to CSV option.

Download the new Active Directory User example template: Active Directory User Template

Download the new Office 365 Cloud User example template: Office 365 Cloud User Template


This section provides an overview of the available reports.

Collect Data

The first step to using Metalogix Administrator is to have the tool scan your data within a specified area.  Here are the basic steps to perform the data collection.

1.Press the ‘Collect Data’ button in the Reports section of the Metalogix Administrator ribbon.  This will load the Create New Report project configuration.
Administrator Collect Data1

2.Enter a project name where your Admnistrator data will reside.
Collect Data 2

3.Expand and populate the relevant sections related to your need

oOn premise Services - If you wish to include one or more SharePoint 2010, 2013 or 2016 site collections, please populate the required values in this section.  Farm Administrator is required for all connections at the farm level.
Collect Data 3

oOffice 365 Services - If you wish to include one or more Office 365 Services, please populate the required values in this section.  Global Administrator is required.
Collect Data 4

§Login - Enter your Global Administrator user name and click Connect to authenticate with the password.

§Include Tenant Data - Enable this option to include User Profile, Group, License and Exchange Online data

§Include SharePoint Online - Enable this option to include one or more SharePoint Online Site Collections.

§Include OneDrive for Business - Enable this option to include one or more OneDrive for Business sites.

oAdvanced Options
Collect Data 5

§Send notification - Enable this option to send an email notification when the collection is complete.

§Save to SharePoint - Enable this option and choose a SharePoint Online library to save an Excel report of the collected data.

4.Select Finish to begin the data collection now or use the Generate Script or Schedule options to perform this operation at another time.
Collect Data 6

Update Data

In order to keep the data up-to-date within your Reports, it is necessary to run update collections.  To perform an update collection do the following:

1.Within the Navigator pane, expand any existing Administrator project and select the first level.  If the project is a single site or site collection, this will be the name of that location.  If the project contains multiple sites or OneDrives, this will be a folder with the number of locations that were included.

2.Once selected, do one of the following

· Right click and choose Update Data
update data 1

·Press the Update Data button in the Reports section of the ribbon.
update data 2

3.Choose Finish to run it now.
update data 3

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