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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

Email Subject and Message Configuration

This section allows you to customize the message that is sent as well as the default recipients.  The configuration allows for plain text, HTML tags and "placeholders" to be used in the delivered emails.
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The Subject will be the subject field of the delivered email notification.
Email Nofitification10

The Body will be the main message in the body of the delivered email notification.
Email Nofitification11

The Default Recipients will be the list of recipients that will be displayed in the various forms throughout Essentials.
Email Nofitification12

You can also specify if an email is sent after a backup or after a restore by checking the respective options.
Email Nofitification13

Available Placeholders

Below is a list of placeholders that will be substituted by the application during the delivery of each email notification.

Placeholder

Description

{project:name}

will be replaced by the Project Name as defined in the Essentials Navigator

{operation}

will be replaced by the operation name, for example "Backup".

{time}

will be replaced by the current time.

{login}

will be replaced with the login or email of the user logged in that performed the operation.

{attachment:log}

will attach the Essentials operation log file in .xml format.

{attachment:log:zip}

will attach the Essentials operation log file in a zip archive.

{attachment:log:path}

will be replaced by the path to the log file in the Essentials workspace.

{attachment:report}

will attach the Essentials output report file in its native format.

{attachment:report:zip}

will attach the Essentials output report in a zip archive.

{attachment:report:path}

will be replaced by the path to the report in its saved location.

 

For the Default Recipients, you may also include these entries and placeholders:

user1@email.com,user2@email.com,user3@email.com

Direct email input allows the notifications to be sent to these specified users.  For two or more, separate each email address with a comma (,).

Admins

This will send an email notification to all the list Site Collection Administrators of this location.  If an email address is not specified in the user's profile, then it will not be sent.

Owner

This will send an email notification to the Site Owner.  If an email address is not specified in the user's profile, then it will not be sent.

Current

This will send an email notification to the user who is initiating this operation. If an email address is not specified in the user's profile, then it will not be sent.

CSV Column Reference Guide

The application allows users to import content into SharePoint and copy content between different SharePoint lists using CSV spreadsheets. These spreadsheets are auto generated with the necessary metadata required for the operation and may be modified using Excel or any text editing application. The following table describes the columns used within these spreadsheets.

 

 

 

 

Columns for Uploading Content using CSV

1.Source File - Identifies the physical path to the file that will be uploaded.

2.Target SharePoint Site - Identifies the target site for the file listed in the source file column. The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file.

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NOTE: In order to take advantage of this feature the CSV file must be uploaded on a site not a list level.

3.Target SharePoint List - Identifies the target list for the import

4.SharePoint File Name - Identifies the SharePoint item name that will be used for the import ( "/" is used to identify folders)

5.Content Type - Identifies the SharePoint content type that will be used for the import.

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NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.

6.Custom Fields - Any custom fields would be listed following the content type.

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NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.  If the field is multi-value enabled and you wish to apply two or more, please separate each value with a pipe character and a trialing space.  For example, if I wanted to apply the terms Apple and Orange to a managed metadata column here is how it would look in the CSV file:  Apple| Orange .  That is "Apple" pipe character space "Orange".

7.Created At - Identifies the content creation date which is extracted from the file system. If left blank the value will be set to the current date and time.

8.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

9.Modified At - Identifies the last content modification date which is extracted from the file system. If left blank the value will be set to the current date and time.

10.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

11.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

12.Mark Version - For versioned libraries, identifies the version level for the item being imported ("Major" or "Minor"). If a quasi-versioning system was used in the file system, this field along with the SharePoint File Name can be used to recreate the versions in SharePoint. In order to implement this functionality, use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field. If left blank, the default version level will be used during import.

13.Version Comment - Specifies the comment that will be used when importing items

Columns for Copying SharePoint Content Using CSV

1.Source SharePoint Site - Identifies the source site for the content to be copied

2.Source SharePoint List - Identifies the source list for the content to be copied

3.Source SharePoint File - Identifies the source name for the content to be copied

4.Target SharePoint Site - Identifies the target site for the content to be copied. This field is left blank by default but may be entered to copy content to different sites and lists using the same CSV file.

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NOTE: In order to take advantage of this feature the CSV file must be copied on a site not a list level.

5.Target SharePoint List - Identifies the target list for the content to be copied

6.SharePoint File Name - Identifies the target SharePoint item name for the content to be copied ("/" is used to identify folders)

7.Content Type - Identifies the SharePoint content type for the content to be copied.

info

NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.  If the field is multi-value enabled and you wish to apply two or more, please separate each value with a pipe character and a trialing space.  For example, if I wanted to apply the terms Apple and Orange to a managed metadata column here is how it would look in the CSV file:  Apple| Orange .  That is "Apple" pipe character space "Orange".

8.Custom Fields - Any custom fields would be listed following the content type.

info

NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.

9.Created At - Identifies the content creation date. If left blank the value will be set to the current date and time.

10.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

11.Modified At - Identifies the last content modification date. If left blank the value will be set to the current date and time.

12.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

13.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

14.Mark Version - For versioned libraries, identifies the version level for the item being imported. If left blank, the default version level will be used during import.

15.Version Comment - Specifies the comment that will be used when importing items

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