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Metalogix Essentials for Office 365 2.2.3 - User Guide

Metalogix Essentials for Office 365 User Guide
Administrator Architect Backup
Interface Overview Common Functions
Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper Backup Creating a Full Backup Creating an Update Backup Creating an Exchange Online Mailbox Backup Creating an Office 365 Group Backup Creating a OneDrive for Business Backup Backup Resume Backup Search Restore from Backup Scheduling Backup Jobs Import/Export Backup Archives Moving the Backup Location Backup Project Conversion
Drives
Interface Overview Common Functions
Connecting to Drives Copy Google Drives to OneDrive for Business Copy Google Drive to an Office 365 Group Copy Google Drive to Microsoft Teams Copy File Shares to OneDrive for Business Copy File Shares to SharePoint Online Copy File Shares to an Office 365 Group Copy File Share to Microsoft Teams Copy My Sites to OneDrive for Business Copy OneDrive for Business to OneDrive for Business Copy Box to OneDrive for Business Copy Box to SharePoint Online Copy Box to an Office 365 Group Copy Box to Microsoft Teams Copy Dropbox Business to OneDrive for Business Copy Dropbox to an Office 365 Group Copy Dropbox to Microsoft Teams OneDrive Management Progress Tab Hyper Migration Path Length Overflow
File Manager Informant Migrator
Interface Common Functions
Connect to SharePoint and OneDrive for Business Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts Pre-Migration Analysis Azure Turbo Mode In-Place Tagging of SharePoint Items Incremental Copy Nintex Workflow Migration Orphaned Users Copy Preserving Content Authorship and Approve/Reject Statuses Reprocess Failed Items Save Site to XML Using Scripts and Integration With Windows Task Scheduler
Profile and Global Variables Public Folders for SharePoint Reporting and Re-Mapping Users and Templates Security Manager Term Store Manager Scripts Wizards Appendix

Alternate Framework

There may be some occasions when the software itself or a Support Engineer will request you install an alternate framework.  This request may be related to a certain authentication provider you are utilizing, Box connectivity or possibly even for the encryption of your data.

If requested to do so, please follow the steps below:

1.Exit and stop all running instances of the application on your host computer.

2.Download the alternate framework.  Please be sure to choose the appropriate version specific to your installation.  If you are unsure, go to Help > About and after the version number it will display either 32-bit or 64-bit.

3.Once downloaded, extract the zip to a location of your choice on the host computer.  Please do not simply "open" the zip file, be sure to Extract all of the contents to this location.

4.Navigate to the location where the application was installed on your host computer, locate and then delete the folder named "jre".  If you do not see this folder, please enable Hidden Files and Folders in Windows.

5.Copy the new "jre" folder that was extracted in Step 3 to the same location where the "jre" folder was deleted in Step 4.

·You do not want to "overwrite" the original folder with the new one, you need to delete the original first.

6.You may now start the application again.

If you experience any issues during the replacement process or after the application is restarted, please contact Support for assistance.

Connecting to SharePoint and OneDrive for Businesses

The initial step in using the platform is to connect to your SharePoint/OneDrive environment. It supports multiple connection approaches and dozens of different authentication schemes. The steps to connecting to your SharePoint/OneDrive environment will vary depending on the Connection Type you select. See this topic's subsections for more details on the different connection types.

Connecting to SharePoint Site and Site Collections_7

If you wish to connect to SharePoint Sites and/or Site Collections then select SharePoint Site or Site Collection follow these steps:

1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
Connect to SharePoint​​​

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, select SharePoint Site or Site Collection (On-premises of Office 365) as your Type.  You have the following options when completing the URL portion of this screen, skip ahead to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
Connect to SharePoint 2

3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
Connecting to SharePoint Site Collections

4.Select the Site Collection which you wish to connect to, and click Ok.
Connecting to SharePoint Site Collections2

5.With this connection type you are given the option to select the following:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.

info

NOTE: this may be a lengthy process depending on the number of sub-sites in this location and is only available for this connection type.

Connecting to SharePoint Site Collections3

6.Click Finish to connect to the specified SharePoint Site or Site Collection.

7.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint Site Collections4

Connecting to SharePoint On-Premises Farms_7

(Not available for Information Manager Power User)

If you wish to connect directly to your on-premises Farm (SharePoint 2007, 2010 or 2013), follow these steps:  

1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
Connect to SharePoint​​​

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, select On-Premises Farm (Central Administration required) as your Type.  You have the following options when completing the URL portion of this screen, continue to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
Connecting to SharePoint On-Prem1

3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
Connecting to SharePoint Site Collections

4.Select the Site Collection which you wish to connect to, and click Ok.
Connecting to SharePoint Site Collections2

4.Click Finish to connect to the specified SharePoint Site or Site Collection.

5.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint Site Collections4

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