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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 On-Premises Farms_5

(Not available for Information Manager Power User)

If you wish to connect to one drive, then follow these steps:

1.Start by selecting the OneDrive option in the Connect To section under the Drives tab.
connect to onedrive​​

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.
Connecting to SharePoint Office Tenant

3.You have the following two additional options on this screen:

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.

4.​Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:

·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.

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NOTE: If you do not wish to use the credentials of the currently logged in user, set the "Use local system credentials" (located in Help>Profile Manager>Global Variables) to false.

·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.

·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.

·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.

·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.

·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.

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NOTE:

·The domain name may also be entered as a part of the user field in either the domain user or the user@domain syntax.

·If you have Digest Authentication enabled, please disable it. It can interfere with the tool’s ability to connect to SharePoint using Windows Authentication.

·If your SharePoint environment is accessed through a Proxy connection, then it must be configured prior to establishing a connection. To use a Proxy connection, check the Use Proxy check box. If you need to verify or modify the Proxy Configuration click on the Proxy Configuration button (see the appendix Configuring a Proxy Server section for additional information).

A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect.
Connecting to SharePoint1

4.The select Web Application window will appear, select the web applications you wish to connect to. Click Ok.
Connecting to SharePoint2

5.The Select OneDrive window will appear, select the OneDrive acounts you would like to connect to. Click Ok.
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6.The operation will start to run, connecting to the OneDrive accounts you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint4

Uploading Outlook Content to SharePoint

Essentials Public Folders tab allows you to upload entire e-mails or public folders into a SharePoint Site, or individual items into a specific list or library.

Uploading E-Mail/Public Folders into SharePoint

This option is appropriate for users who wish to import an entire e-mail or public folder into its own list or library. This option also allows for the upload of multiple email and public folders to SharePoint while creating a dedicated list for each in SharePoint. One advantage of using this option is that the application will automatically create an appropriate list or library in SharePoint (e.g. Libraries for e-mails, Calendar Lists for Calendars, etc).

1.Start by identifying and selecting the e-mail or public folder in My System area that needs to be imported into SharePoint.

2.Copy/Paste, Drag-and-Drop, or Upload Using CSV  to your target SharePoint environment in the Navigation area. You can also use the options in the ribbon to initiate the Copy/Paste and Upload Using CSV functions. Please see Copy E-Mail/Public Folder Conent Using CSV for more information.

3.You will be prompted to choose the name of the new list (default is the e-mail folder name). Enter a new name or press okay to continue.

4.The remainder of the process is described in the Copy, Move, and Tag SharePoint Content section. Please refer to these sections for additional information.

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NOTE: If you need to copy the permissions of the public folder from Outlook to SharePoint, you will need to check off the box next to "Copy Folders Permissions" under the "Advanced Options" section of the Tagging/Copy Content Wizard. Please refer to the Outlook Permission Mapping section for additional information.

 

Uploading E-mail Items into SharePoint

This option is more appropriate for users looking to selectively upload e-mail or public folder items into a specific SharePoint list or library.

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NOTE: Emails uploaded into a library will stored as .msg files.  E-mails uploaded into a list, will generate an item and the e-mail will be stored as attachments to this item.  

1.In the My System area, double-click on the e-mail or public folder containing the items to be imported. The content of the folder will be displayed in the Content area.

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NOTE: This process may take some time depending on the amount of content in the folder.

2.Select the items that need to be copied.

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NOTE: This content area contains filtering and column sorting capabilities to help identify the required content.

3.The remainder of the process is described in the Copy, Move, and Tag SharePoint Content section. Please refer to these sections for additional information.

Copy E-Mail/Public Folder Content Using CSV

This option allows the user to create a CSV file that will copy e-mail and public folders objects located within Outlook. A typical scenario for this is to copy many files but with unique metadata changes for each file. This can be done by creating and modifying the CSV file and then using the Upload Copy Content Using CSV option."
createcsvfileforcopyingfiles

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NOTE: This option is only available with licenses that include Migrator, File Manager  or Public Folders modules.

1.Follow the instructions in the Uploading Outlook content to SharePoint section.

2.Prior to pressing the Finish button select the Create CSV File for Uploading/Copying Files.

3.Press the Finish button.

4.Enter the location and name of the CSV file in the provided dialogue and press the Create button. The CSV file will consist of the following columns: Please reference CSV Column Reference Guide for additional information

5.Once you finish working with your spreadsheet we are ready for the last stage of the process. The ability to Upload/Copy Content Using CSV is available at any library or folder right-click menu. Identify the destination for your files and select this option.

6.Next the Open File for Import screen will be generated. Enter the location of your .csv file.

7.The contents of the file will be loaded in the space provided below. You may stretch and scroll the screen to view the contents.
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8.You may check individual items or the Check All button at the bottom to select everything. In addition if you are using a custom character set select it in the provided field.

9.To start the copy process, press the Finish button.

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NOTE: When copying email/public folder content using CSV, Outlook permissions can be mapped to SharePoint permissions by checking off "Copy Folders Permissions" under the "Advanced Options" section. Please refer to Outlook Permission Mapping for additional information.

Using Scripts and Integration with Windows Task Scheduler

As with many of Metalogix Essentials operations, users may generate a command line script by pressing the Generate Script button (refer to Scripting Reference Guide for additional information).  For repetitive operations like backups, the application has been integrated with Windows Task Scheduler (WTS).  WTS allows users to run jobs on a schedule, in the background, even if no user is currently logged into the computer.  

Once a script is executed, the history will be available in the log viewer.  Unless specified in the script all history files will have auto-generated file names as a unique string of numbers. The path to all log files is: C:\Users\[UserName]\Essentials\.metadata\appLog.

To create a new script and load it into Windows Task Scheduler:

1.Press the Generate Script button within any of the Essentials wizards.
Using scripts1

2.The Command Line Script window will open, displaying the script for that wizard action. Press Copy to Clipboard.
using scripts2

3.Open Windows Task Scheduler and select the Create Basic Task option in the Actions panel.
using scripts3

4.Give your task a name and a description, click Next.
using scripts4

5.Select when you would like the task to start, click Next.
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6.Set a start date and time, and how many days you would like the task to continue for. Click Next.
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7.Leave the Action selection as "start program" and click Next.
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8.In the Program/Script field, paste the script you copied to the clipboard in step 2. Click Next.
using scripts8

9.On the summary page, click Finish.

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