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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

Site Selection

This screen is used to specify a specific site for which the report will be run. It is only triggered if the user selects the List or Site Contents Report without first selecting a specific site or list. The screen is bypassed if the option is selected from the Navigator page.
site_selection

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NOTE: One advantage of using the ribbon/menu is that the report can be run for any site, whether or not it has been loaded into the tool.

Summary Screen

The summary screen provides an overview of the operation that is about to occur. In addition the screen provides several options for the user to select.
site_summary

·Include Subsites - The report will include data for all sub-sites of the selected site (disabled for lists).

·Include Custom fields - Display custom fields and their values for all lists included in the report.

·Include Versions - Will include content versions and its metadata.

·Summary Only - Provides a summary of the content by list, which includes number and size of items.

Bulk Delete by Report

This feature is accessible from the Ribbon and Tools menu and provides the unique functionality of deleting contents from a site or site collection based on the Site/List Content report. The content may reside in any site, sub-site and list.
bulk_delete_summary

1.Generate a Site/List Contents Report. Edit the report in Excel to filter out any items that are to be deleted from SharePoint.

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NOTE: A convenient way to do this is using the Filtering option in Microsoft Excel.

2.When you are satisfied that the items remaining are the ones that should not be deleted from SharePoint, highlight them and delete them from the report.

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NOTE: The remaining items in the report will be processed by the Bulk Delete feature and removed from SharePoint.

3.Save the file in a convenient place.

4.Select the Mass Delete by Report feature and browse to the .csv file saved in the previous step.

5.Check the Delete folders option if you wish to have the folders removed as well.

6.Press Finish to begin the process.

Site User Report

This report is accessible from the the right-click menu on a site.  It produces an itemized list of all users and group used within the selected site (site collection) in a comma separated values format (.csv).

Reports

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