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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
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

Microsoft Provided Storage

Microsoft is now making free Azure storage containers available for the purpose of migrating content into Office 365.  If you are currently using Azure Turbo mode with your own Azure storage, you may continue to do so without interruption, or you may switch over to the Microsoft storage option.

With regards to migration performance and results, there is no difference between using either option.

The use of the Microsoft Provided Storage option has the following requirements or caveats:

·It requires the use of encryption.  If you would like to use the Microsoft Storage option but it is disabled, please refer to the following section for additional steps: Alternate Framework

·The storage containers are only valid for 7 days.  At the end of 7 days, all content in this Azure container will be deleted.  This does not mean that the entire migration needs to be completed in 7 days, only that the individual packages that are imported (and their corresponding logs) will only remain in their specific storage containers for 7 days.

·You will not have access to the storage account name and key.

If you would like to use this option, simply select the "Enable Azure Turbo Mode" option in the Advanced section of the wizard and then choose "Microsoft Provided Storage".
Azure Turbo Mode 13

Azure Turbo Mode Encryption Option

By default, the content, manifest and log files associated to all Azure Turbo packages are stored in an unencrypted format within your Azure storage containers. The upload and transmission of this data is performed over a secure connection, however the data at rest is not encrypted.

There may be situations, regulations, or any number of reasons why you would like to increase the security around your Azure content by adding another layer of protection.  For this purpose we now offer the ability to add encryption to your Azure Turbo upload - the encryption will apply to all content within your Azure containers including the content, all manifest files, and any logs that are generated.

In order to enable Azure Turbo Mode Encryption do the following:

1.Please be sure that no operations are currently in progress as the software will require a restart to complete.

2.Navigate to the Help tab, and select Profile Manager.
Azure Turbo Mode 14

3.Select Global Variables from the left hand tab of the Profile Manager window.
Azure Turbo Mode 15

4.Scroll down to the Advanced Options section located at the bottom.  Click the check box located to the right of the "Encryption Azure" field, then click Apply.


NOTE: If you do not see this Encryption option in the list, please refer to the Alternate Framework section before you continue.

Azure Turbo Mode 16

5.Close the Profile Manager Window. Restart the Essentials Application. After the software is restarted, you may proceed with your Azure Turbo based migration.

If you would like to verify the encryption, after any encrypted Azure Turbo migration has completed, connect to your Azure storage using your software of choice (i.e. Azure Explorer) and attempt to open any of your encrypted objects.

In-Place Tagging of SharePoint Items

SharePoint uses three primary methods for categorizing content. The hierarchy of sites, lists and folders (which is similar to how file systems store files in folders), metadata (via content types and fields), and AutoTagging to ‘tag’ or classify content for find-ability and filtering. The application has been designed to categorize content in bulk by leveraging one or all of these methods.

This section will walk you through the process of intelligently ‘tagging’ content. Please refer to the section titled, Copy, Move, and Tag SharePoint, for additional information on moving or copying content into specific sites, lists, and folders.

1.Locate a list or library, containing the content you wish to classify, in the Navigator pane. Double-click on the list to load its contents into the Contents pane.
in-place tagging 1
If the site containing your items or documents is not available in the Navigator pane, follow the instructions for Connecting to SharePoint in order to load it.

2.From the list of files located in the Contents pane, select all the files for tagging. Hold down the CTRL key to select multiple individual files or SHFT key to select multiple consecutive items.

3.Right-click on any of the selected files, and select the Tag option from the drop down menu. This will initiate the tagging wizard.
in-place tagging 2

4.Update the field values to the desired settings. Refer to the sections on the Classification Properties Screen and the Field Value Selection Screen for additional information on your options.

5.Once the tagging selections are made, press the Next button located at the bottom of the window. A summary screen will be generated asking you to confirm the operation. Press Finish to initiate the tagging. The application will complete the tagging process and provide a notification window.  



·For the Migrator version of this wizard, users may select the "Create CSV File for Uploading, Tagging and Copying Files", which will create a CSV file that may be edited and used for tagging at a later time (see Copy and Tag SharePoint Items Using CSV).

·For Migrator version of this wizard, in the event any errors are thrown, you may reprocess any failed items after resolving the underlying issues.

·For lists with Content Approval enabled, an Approval Status field will be displayed.  This field can be used to bulk approve/reject selected content.

Incremental Copy

There are multiple scenarios where copying only incremental changes from the source environment to the target are preferable to create a full copy of all content.

Migrator supports incremental copying of content into both libraries and lists but there are several key differences when using the Incremental Copy feature (Advanced Options).
incremental copy


NOTE: The use of Incremental Copy has a significant impact on performance and it is recommended that users apply a filter (e.g. modified at, property is greater than migration date) to reduce the duration of this operation.

Libraries implement incremental copies using the file names. When the Incremental Copy option is selected any duplicate items on the target will be replaced with the source item.

Lists (unlike Libraries) implement incremental copies through an internal attribute (item id). This attribute is automatically generated and sequenced by SharePoint and cannot be overwritten. Therefore, a different approach is used to identify new and updated items, but the result is the same as for Libraries. Any duplicate items will be replaced with the source item.

The Incremental copy option has a filter that allows for the determination of the number and age of the changes that will be brought over during the incremental copy. By selecting the number of days, weeks, or months, you can choose to only bring over differences from the last full copy that was made in the determined time.

Delta Migration - If selecting "0" as the value for the incremental filter, the tool will do a content analysis of both source and target and bring over any content that is identified as differential. In the case of this migration, if a file exists on the source that is not on the target, said file will be copied to the target. In the event that the item exists in the target, the tool will check to see if the item on the source is newer than the one on the target (based off of the last modified date). If the item on the source is newer, then the item will be copied from the source to the target.



·This operation is extremely time, processor, and memory intensive as it has to scan every item on both your source and target environments. We only recommend using the "0" delta migration in cases where it is absolutely necessary. Otherwise, set a filter which will specify a time period for the comparison.

·Due to their inherit complexity, Wiki Page libraries and Discussion lists will not be processed during incremental or delta migrations.

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