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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

Connecting to SharePoint On-Premises Farms_7

(Not available for Information Manager Power User)

If you wish to connect to one drive, then follow these steps:

1.Start by selecting the OneDrive option in the Connect To section under the Drives tab.
connect to onedrive​​

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.
Connecting to SharePoint Office Tenant

3.You have the following two additional options on this screen:

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.

4.​Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:

·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.

info

NOTE: If you do not wish to use the credentials of the currently logged in user, set the "Use local system credentials" (located in Help>Profile Manager>Global Variables) to false.

·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.

·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.

·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.

·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.

·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.

info

NOTE:

·The domain name may also be entered as a part of the user field in either the domain user or the user@domain syntax.

·If you have Digest Authentication enabled, please disable it. It can interfere with the tool’s ability to connect to SharePoint using Windows Authentication.

·If your SharePoint environment is accessed through a Proxy connection, then it must be configured prior to establishing a connection. To use a Proxy connection, check the Use Proxy check box. If you need to verify or modify the Proxy Configuration click on the Proxy Configuration button (see the appendix Configuring a Proxy Server section for additional information).

A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect.
Connecting to SharePoint1

4.The select Web Application window will appear, select the web applications you wish to connect to. Click Ok.
Connecting to SharePoint2

5.The Select OneDrive window will appear, select the OneDrive acounts you would like to connect to. Click Ok.
Connecting to SharePoint3

6.The operation will start to run, connecting to the OneDrive accounts you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint4

Configuring a Proxy Server

If you are using a Proxy Server to establish connectivity to the Internet and/or your SharePoint environment, you must configure the proxy connection. The Proxy Configuration is available from the Registration area, the SharePoint Connection Wizard, and the Profile Manager.

configuring a proxy1

Enter the Proxy Server, port, user and password (if proxy requires authentication); or choose Import Settings to extract proxy settings from Internet Explorer.  Press the Save button to store the Proxy settings.

Configure Email Notifications

Email notifications are available in several functions throughout Essentials and in order for these emails to be sent, you must first provide the parameters to the email server that will be used to send out the notifications.  

To access Email Notification Configuration, do the following:

1.From the Help tab, select Profile Manager.
Profiles and Global Variables 1

2.Within the Profile Manager window, select Email Notification from the left hand menu.
email notifications 1

Email Server Configuration

This section provides the necessary parameters for Essentials to connect to and send emails using your server.  Email notifications work with both Exchange on-premise as well as Exchange Online (Office 365).

email notifications 2

Exchange Online (Office 365)

To use your Exchange Online in Office 365:

1.Enable the option "Use office online server"
Email Nofitification2

2.Enter the login credentials of a valid Office 365 user (Exchange Online license in Office 365 is required)
Email Nofitification3

3.If a proxy is required, enable the Use Proxy option and then input your configuration.
Email Nofitification4

Exchange On-premises

If you are unsure of your Exchange parameters, please contact your Administrator.

To use your Exchange on-premises:

1.Ensure that the "Use Office Online Server" option is disabled. Do so by deselecting the checkbox if it has been selected.
Email Nofitification5

2.Enter the Host Name of your Exchange server
Email Nofitification6

3.Select the Protocol to be used (DEFAULT, SSL or TLS)
Email Nofitification7

4.Enter the Port Number (default is 25)
Email Nofitification8

5.If a proxy is required, enable the Use Proxy option and then input your configuration.
Email Nofitification4

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