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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

Memory Management

For optimal performance, the amount of memory that is allocated to the Essentials application can be adjusted in the Memory Management section.

Memory Management is accessed by doing the following:

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

2.Within the Profile Manager window, select Memory Management  from the left hand menu.
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The amount of memory that is allocated to the software is taken during application startup.  If the configured amount is greater than the amount that is available on the host computer, the application will fail to start.  Please see the following FAQ if you are experiencing this issue: https://support.quest.com

When viewing the Memory Management screen, Essentials will provide the following information:

Total Memory Detected - This is the total amount of system memory that is available on the host computer.

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NOTE: If you are running the 32-bit version of Essentials and have greater than 4GB of total memory on the host computer, the tool will display 4095M + due to native limitations in 32-bit architecture.

Configured Memory - This is the amount that is currently allocated to the application.

Recommended Memory - Based on your host computers architecture, Essentials will make a recommendation to optimize performance.

New Memory Allocation - Select the new amount of memory that you wish to allocate to Essentials from the drop-down list.

After the memory value is modified, the software will need to be restarted so please do not make adjustments if any operations are currently running.

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NOTE: if the 32-bit edition is installed, you will receive a notification on the Memory Management page, telling you to upgrade to 64-bit edition to fully utilize your memory resources.

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.
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2.Within the Profile Manager window, select Email Notification from the left hand menu.
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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).

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Exchange Online (Office 365)

To use your Exchange Online in Office 365:

1.Enable the option "Use office online server"
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2.Enter the login credentials of a valid Office 365 user (Exchange Online license in Office 365 is required)
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3.If a proxy is required, enable the Use Proxy option and then input your configuration.
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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.
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2.Enter the Host Name of your Exchange server
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3.Select the Protocol to be used (DEFAULT, SSL or TLS)
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4.Enter the Port Number (default is 25)
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5.If a proxy is required, enable the Use Proxy option and then input your configuration.
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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.
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The Body will be the main message in the body of the delivered email notification.
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The Default Recipients will be the list of recipients that will be displayed in the various forms throughout Essentials.
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You can also specify if an email is sent after a backup or after a restore by checking the respective options.
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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.

Password Encryption

Any credentials that are entered through the Metalogix interface and used in a script or scheduled operation are automatically encrypted, but there may be times in which you need to encrypt a password outside of this operation.

If you need to encrypt a password, you can do it through one of two methods - through the Essentials Console, or through Command Script.

Password Encryption through the Metalogix Interface

To encrypt your password using the Metalogix Essentials interface follow these steps.

1.From the Help tab, select Profile Manager.
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2.Within the Profile Manager window, select Password Encryption from the left hand menu.
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3.Enter your password into the "Password" field, and then enter the same password a second time into the "Confirm Password" field.
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4.Click Encrypt.
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5.Your encrypted password will appear in the "Encrypted Password" field. You can Copy this value from here.
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Password Encryption through Metalogix Command Script

To encrypt your password using a Metalogix command script, follow these steps.

1.Start a cmd prompt and navigate (cd) to the Metalogix installation directory. cd c:\ProgramFiles\Quest\Essentials

2.From this location, run the following command:  metavis cmd -encrypt yourPassword > c:\Password.txt
PasswordEncryption-Script

3.This command will encrypt the password "yourPassword" and save it to the file "Password.txt" located on the C:\ drive.  The encrypted password will be the last line in this text file.
 

 

Public Folders for SharePoint

Essentials for Office 365 Public Folders is designed to migrate and classify content from Microsoft Exchange Public Folders, as well as Exchange Mailboxes, PST Archives and third-party email systems to your SharePoint 2007, 2010, 2013 or Office 365 SharePoint Online environments.

The product leverages your Microsoft Outlook installation to gain access to email and public folders. Therefore a local copy of Outlook 2007, 2010 or 2013 is required on the computer running the application. Any email systems configured for use by Outlook will appear in the Connections Area.

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