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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

Collecting Alerts

1.Download and run the Alerts Collector Application.  It may take a few minutes to retrieve your farm structure.

2.A window will appear requesting to specify a CSV file name and destination.  

3.Select the Web Applications or Site Collections of the Alerts to be extracted.

4.Once satisfied with your selections, click OK and upon completion a 'Success' window will appear. Select OK and the application will close.  

The CSV file that is generated must be accessible to the migration software.  If your application is installed in a different location, copying the file to that location is advisable.

Importing Alerts

The relative location of the alert is defined in the CSV file and should match the target site and list structure. Be sure to review this file in Excel (or another editor) and verify that the target site/list structure matches the source, if it does not then update the CSV accordingly.
 

Since certain alerts are designed to notify users each time content is created or updated, it is recommended that importing of alerts should be done after the migration process is complete.  Otherwise users can potentially be overloaded by notifications.

The Alerts Copy option is disabled by default to reduce confusion.  To enable this feature do the following:

1.Navigate to Help tab, select Profile Manager.
Migrator copy alerts 1

2.Within the profile manager window, go to the Global Variables tab. Set the "Enable Copy Alerts" setting to "True".
Migrator copy alerts 2

The advised method for importing alerts is post-migration.  To do this follow these steps:  

1.Locate and right click on the target Site/Site Collection in the Navigation Pane.

2.Select the Use CSV to...> Import Alerts.

3.In the provided window, select the File Location for the CSV file.

4.Select the source site from which the Alerts will be copied and follow the wizard for more options.
Alerts

5.Press Finish to start the import process.
 

Alternatively, the Import Alerts function can be combined with a site copy.​

1.​Follow the standard Copy Site process.

2.From Advanced Options area select Import Alerts from CSV.
Alerts-Site

3.Press the Load button next to the option and select the CSV file.

4.Follow the remainder of the Site Copy process to begin the import.

Pre-Migration Analysis

The Pre-Migration Analysis function scans your source SharePoint environment or file share and identifies potential problems with the selected files that would prevent their migration into SharePoint. A CSV is generated that identifies the issues based on analysis parameters set in the wizard. The pre-migration analysis can be launched via the "Migration Analysis" section of the ribbon under the "Migrator" tab. Chose "File Share" or "SharePoint" depending on your source environment.
migration analysis 1

info

NOTE: It is important to understand that a parent object (site or list) may be noted with a condition level 1 or 2 and still encounter issues during the migration. The objective of this analysis is to provide pre-migration assessment of potential issues, not to predict or guarantee the results of the actual migration.

 
Once you've selected an analysis type, you will be presented with a wizard that allows you to determine the analysis parameters.

Migration Analysis Wizard

If you selected "File Share" as the Migration Analysis type do the following:

1.Once the Pre-Migration Analysis wizard opens, enter your Source Location. You can either select a source folder, or you can select a source folder from a CSV spreadsheet.
migration analysis 3

2.Select a Target location to which you plan to migrate the source FileShare.
migration analysis 4

3.Select the parameters which you would like to use in your pre-migration analysis. See the following sections for an overview of the analysis parameter options:

§Item Analysis Parameters

info

NOTE: The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint. You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint's original parameters. The pre-migration analysis works for file systems and file shares that can be mounted as a networked drive.

4.Select "Finish" to begin the Pre-Migration Analysis.

If you selected "SharePoint" as the Migration Analysis type do the following:

1.Once the Pre-Migration Analysis wizard opens, enter your Source Location from the drop down list.
migration analysis 5

2.Select a Target location to which you plan to migrate the source.
migration analysis 6

3.Select the parameters which you would like to use in your pre-migration analysis. See the following sections for an overview of the analysis parameter options:

§Site Analysis Parameters

§List Analysis Parameters

§Item Analysis Parameters

info

NOTE: The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint. You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint's original parameters. The pre-migration analysis works for file systems and file shares that can be mounted as a networked drive.

5.Select "Finish" to begin the Pre-Migration Analysis.

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