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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

Template Mapping

When moving Sites or Lists there is occasionally a need to change the underlying template for these objects.  Some examples of these use cases are moving to a different version of SharePoint where a template may  have been deprecated or simply trying to remove custom templates to reduce complexity.  The application contains an option to do this in Advanced Option.

1.Generate a Site and List Templates Report from the source site and target site.

2. In Microsoft Excel (or any text editor) copy all or some of the templates from the source site into the first column.


NOTE: Reports provide both the template name and the id. For the mapping table, only the id should be entered.

3.For any template that requires a different type in the target site, enter or copy the name of that template to the column on the right.

4. Save this file (in a .csv format) and load it when copying a list or a site to perform this transformation.

Click here to download an example template mapping file.


Security Manager

Metalogix Essentials Security Manager for SharePoint is designed to analyze and manage permissions, groups/users and levels across multiple site collections and farms. It aims to both simplify cumbersome tasks and provide in-depth analysis of existing security rights from the convenience of your desktop and without installing anything on your SharePoint servers.

Metalogix Essentials Security Manager allows you to:

·Browse, add, edit and delete groups, users, permissions and permission levels in a visual hierarchical structure of site collections, sites, lists and individual items

·One easy to use interface for managing multiple server farms, domains and site collections.

·Copy groups, users, permissions and permission levels between server farms, site collections, sites, lists and individual items across user directories (LDAP, ADFS, RDBMS).

·Manage permissions for multiple objects at the same time

·Compare an object’s permissions to better manage permission templates and identify where permissions do not match the templates

·Analyze a user’s or group’s permissions for any site, list or item

·Analyze which users or groups have permissions for a specific object

·Discover and resolve potential security problems in multi-server farm environments such as sites with no permissions, deleted users with granted permissions, broken chain of permission inheritance, etc

·Transfer roles between users addressing issues such as employee turnover and new hires

·Supports SharePoint 2007, 2010, 2013 and SharePoint Online

·And much more


The application consists of two primary panes: (1) Navigator and (2) Contents/Objects Area.

The Navigation area is auto-generated when connecting to a SharePoint environment and provides a hierarchical representation of Farms, Tenants, Sites, Sub-Sites and Lists. The Content area contains a variety of screens in a tabbed structure that provide detailed information regarding the object selected in the Navigator pane.


NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

Navigator Pane

The objects displayed in the Navigator area are limited to Farms/Tenants, sites, sub-sites, lists and libraries.  Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object.  In addition, a set of options is available from right-click menus and the ribbon at the top of the screen.



Site Level Right-Click Menu

List Level Right-Click Menu


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