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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 Site or Site Collections

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

(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

Connecting to Google Accounts

If you wish to connect to a Google account, then follow these steps:

1.Start by selecting the Google option in the Connect To section under the Drives tab.
Connecting to Google

2.On the Connect to Google Screen, enter the email for the Google account you wish to connect to.
Connect to Google2

3.Enter the Password for the Google Account.
Connecting to Google3

4.Allow Metalogix International GmbH to use your information in accordane with our terms of service and privacy policies. You can do this by selecting Allow on the following screen.
Connecting to Google4

info

NOTE: if you wish to run bulk migrations of Google Drives to Microsoft OneDrive then you must next complete the steps in this section.

Connecting to Google Admin Console

This sections describes the process required in order to connect to Google's Admin Console in order to run bulk migrations of Google Drives to Microsoft OneDrive.  

Note: If you are planning to migrate each drive individually, you can skip this section.

1.Open the Google Cloud Developer Console and login with your Google Admin Account. https://console.developers.google.com

2.From the dashboard, select create new project. Give your project a name and click Create.
Google Prerequisites1

3.Once the Project has been created, the Library view should appear, if it does not then you can select Library on the left side navigation pane. Confirm that the project name you just created is shown in the ribbon.
Google Prerequisites2

4.Search for, and enable the Google Drive API and the Admin SDK.
Google Prerequisites3

5.Switch to the credentials section by selecting Credentials in the left hand panel.
Google Prerequisites4

6.On the Credentials screen click Create Credentials, and then Service Account Key.
Google Prerequisites5

7.On the Create Service Account Key Screen do the following and then click Create in order to create your new service account.

a.Select New Service Account as the account type.
Google Prerequisites6

b.Give your service account a name.

c.Under Role select Project and then Owner.
Google Prerequisites7

d.Select P12 as your key type.
Google Prerequisites8

8.In a few seconds, you should be prompted to download and save your P12 key file. Please do so and save this p12 file to a location on your computer.

9.After the file is saved, you should be redirected back to the Credentials screen where your new service account is now listed. If you are not, please click the Credentials button in the left side navigation bar.

10. From this Credentials screen, click the button to the right labeled Manage service accounts.
Google Prerequisites9

11.You should now be on a page called "Service Accounts for Project 'yourprojectname'". Locate and select the service account name you created. Select the vertical ellipsis button located to the right of your service account, this will open a drop down menu. Choose Edit from the drop down menu.
Google Prerequisites10

12.On the Edit Service Account dialog, check the box to "Enable G Suite Domain-wide Delegation". A new field "Product name for the consent screen" may appear, if it does enter any name you wish in this box and click Save. If it does not just continue to the next step.

13. You should now see “View Client ID” in the Options section for your service account. Click on View Client ID.
Google Prerequisites12

14.When the page opens, copy and save the following parameters to a new text file on your computer:

oClient ID

oService Account
Google Prerequisites13

15.Open a new tab in your browser and go to https://admin.google.com. Login with your admin account if necessary.

16.From the Admin Home page, select the menu button on the top left hand corner, and click the Security menu option.
Google Prerequisites14

17.On the Security page select Advanced Settings, and then under Authentication select Manage API Client Access.
Google Prerequisites15

18.In the left field named “Client Name” paste in the Client ID value you generated in step 14.
Google Prerequisites16

19.In the right field named “One or More API Scopes” copy the following string being sure there are no leading or trailing spaces.
 
https://docs.google.com/feeds,https://www.googleapis.com/auth/admin.directory.group.member.readonly,https://www.googleapis.com/auth/admin.directory.group.readonly,https://www.googleapis.com/auth/admin.directory.user.readonly,https://www.googleapis.com/auth/drive,https://www.googleapis.com/auth/drive.file,https://www.googleapis.com/auth/userinfo.email,https://www.googleapis.com/auth/userinfo.profile,https://www.googleapis.com/oauth2/v1/userinfo
 
Google Prerequisites17

20.Click Authorize. The screen should refresh and display the pair you just entered in the list below the fields.

21.Start Metalogix Essentials software, go to Drives tab and click Copy Google Drive in the ribbon. Select "Copy Google Drive to OneDrive" from the drop down list.
Google Prerequisites18

22.Enter the Google Drive parameters as follows and then click Connect:

a.Admin User – the username of the account that was just used to create the service account.

b.P12 Key File – click the Load button and select the .p12 key file you downloaded earlier

c.Service Account – paste in the service account ID that you saved to a text file earlier. You want to paste the service account that is formatted like an email address.
Google Prerequisites19

23.In a few seconds, you should receive the message “Successfully connected to Google Drive”.

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