To begin on the path to optimization, you should be prepared to have local Admin permissions to the host machine, Site Collection Admin permissions to any SharePoint site and possibly permissions to alter or create exceptions in any antivirus scanner, firewall or load balancer in your network. Please discuss with your IT department before making any changes as Metalogix cannot provide support for any issues that may have resulted from an improper or unauthorized modification outside of the Essentials for Office 365 software.
The first consideration and the lifeblood of all software is the hardware in which it is running on and this is where your first optimization decision is made; physical vs virtual vs cloud. From a software perspective, Essentials for Office 365 can be installed and run from any of those environments without sacrificing functionality however which one is ideal depends on your environment and requirements.
The general rule is to install the Essentials for Office 365 software closest to your data repositories. For example, if you are migrating from a SharePoint on-premises to SharePoint Online, deploy Essentials closer to your source within your network. If you are migrating Google Drive to OneDrive for Business, consider deploying Essentials to a cloud computing service like Azure or Amazon EC2 where the benefit of not downloading and uploading through your network can be realized. Keep in mind cloud computing can be a costly operation when considering this an option.
NOTE: If you do explore the option of cloud computing in Azure be sure to provision your Azure instance in the same data region as your Office 365 tenant. If you are unsure about your tenants region, please contact Microsoft support for assistance.
Regardless of your hardware location, machine specs are also of importance and can be broken into four basic categories; CPU, memory (RAM), hard disk space and network.
•CPU: Recommendation is any modern dual core 64-bit CPU with hyper threading enabled. Most CPUs manufactured in the past 3 years will be more than sufficient.
•Memory: We recommend having at least 4GB of available memory on this hardware. Available memory meaning memory not being consumed by other processes rather than total amount of physical memory installed. You may have 4GB installed on the hardware, but other processes like Windows may consume 50% or more of that amount. This will be crucial when talking about multi-threaded or parallel operations in the coming sections.
•Hard Disk Space: While the data during a migration is only stored temporarily, other dependencies like installation, logs and backup data can consume disk space. Please be sure that at least 10GB of disk space is available to be consumed by Essentials. If disk space reaches zero, expect performance and other issues. If you are creating a backup, make sure you have enough disk space (local or cloud) to store the totality of your backup plus an additional 5% for overhead.
•Network: The faster the better. Any stable connection will do, but a fast 1Gbps hard wired network connection is ideal.