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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

Compare Permissions, Groups, and Levels

Security Manager provides a unique method for visually comparing and synchronizing permissions within any two site collections, sites or lists. The Live Compare! interface displays up to the moment differences between these objects and allows the user to drill-down and copy the differences to either environment.

The Live Compare! interface consists of single window separated into two parts. A user can drill down into any object type to compare or re-compare that object against its counterpart in the other site. The two "Copy from-" buttons at the top of the window initiate a standard copy operation and will prompt a Wizard.

SM-LiveCompare

SharePoint Groups

This window displays SharePoint groups associated with a specific site. It may be accessed by selecting a site from the Navigation Pane and then pressing the Groups button in the ribbon.

As with all windows, users will be able to select one or more of these objects and copy them from one place to another. There are also more specific operations available within the interface including adding and removing users from a group, creating, editing or deletion of groups and removing permissions.

Before running a SharePoint Groups report you will be presented with 2 optional parameters, Show Orphaned Groups and Show Total Members.

·Show Orphaned Groups - When included, this will add another parameter to the results which will highlight which of the groups are orphaned (if any are).  

info

NOTE: this process can be extremely time consuming to complete.

·Show Total Members - When included, this will add another parameter to the results displaying the number of members per group.

PermissionGroups(1)

Permissions

This window displays all the permissions for a specific site, list, library or item. It may be accessed by selecting a site, list or library from the Navigation Pane or an item from a Content Pane and then pressing the Object Permissions button in the ribbon (you may also double-click on an object in Navigator.

As with all windows, users will be able to select one or more of these objects and copy them from one place to another. There are also more specific operations available within the interface including granting new permissions, editing or deleting existing permissions and breaking inheritance.

SM-Overview

Permission Differences

An extension to the Object Permissions Report, a real-time comparison between the selected object's permissions and those of it's (inherited) parent is generated to highlight what is truly "unique" with the permissions compared to those above.  The "parent" may be defined as the object immediately above this one or if that object inherits its permissions, then it may be a level or more higher (folder, list or site).  This extended report is available on any object that has a unique set of permissions, with the exception of root site collections, and can be generated by clicking on the Permission Differences button located in the Permission report toolbar.  Once generated, the results can then be exported to an Excel file (*.xlsx) for viewing or sharing outside of Essentials.
 

Permission Difference report button
Security Manager - Permission Difference Button
 

Permission Difference report Export to Excel button
SM-Permission-Difference-Export

This report adds a forth column "Parent Permission Level" to display the permission level of this user or group to the parent object and highlights these differences using a series of colors for quick identification.  The following colors are used:

Gray - no difference in permission level between this object and its parent

Red - the user or group has permissions to both, however the set of permission levels is different

Blue - the user or group only has permission to one of these objects, but not both

The screenshot below is an example of this report displaying a uniquely secured document compared to its parent.
Security Manager - Permission Difference Report Example

Please note that SharePoint grants "Limited Access" to users and groups in certain scenarios and having Limited Access to an object will be handled as a permission difference; therefore this will be shown in Red as opposed to having no access which is shown in Blue.  There are a few examples of this behavior in the screenshot above.

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