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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

Transfer User Permissions

One of the more common operations for an administrator is to clone or transfer permissions from one user to another. This occurs when users move from one department to another or leave the organization. Security Manager allows users to execute this operation on a site by site basis.

1.Select a site from the Navigation area where the user has permissions.

2.Press the Transfer/Clone Permissions button to activate the window.

3.In the provided window, confirm the Site Address

4.To transfer permissions for a single user enter the Source and Target user accounts.
TransferPermissons

5.For bulk transfer of user permissions, select the Mass Transfer User Permissions option and the Load a CSV file that contains the source users in the first column and the corresponding target user in the second column.  For example a CSV can be constructed like this:
image13

6.Check off the appropriate options.
Press Finish to begin the operation.

Site Collection Administrators
 

If you wish to apply the Transfer/Clone permissions function to Site Collection Administrators as well (SharePoint 2010, 2013 only), then the starting URL must be a root site collection or higher.  Also, the account provided to Essentials to use must be a Site Collection Admin itself, Farm Admin if used against a Web Application.

Remove User Permissions

In some cases a user’s permissions need to be completely removed. This can be done individually or done in mass. Security Manager allows users to execute this operation on a site by site basis.

1.Select a site from the Navigation area where the user has permissions.

2.Press the Remove Permissions button to activate the window.

3.If removing permissions for an individual, confirm the Site Address and select the User.
RemovePermissions
If removing permissions for multiple users, confirm the site address, select the Mass Remove Users Permissions options and load a CSV file that contains the accounts of multiple users. For example, a CSV file containing many users can be constructed like the one below.
csv-mass-remove-permissions

4. Check off the appropriate options.

5.Press Finish to begin the operation.

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NOTE: User permissions may also be removed as part of a Transfer Permissions operation.

 

Delete Users from Site Collection

To remove a user(s) entirely (their user information as well as permissions) from a site collection (SharePoint 2010 or 2013 only), do the following:

1.Choose a site collection and generate the Orphaned Users report from within this site collection,

2.Select one or more users and then right click and choose the option Delete User(s) from Site Collection.
DeleteUsersFromSiteCollection

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NOTE: This process cannot be undone, so please use this fuction only when the results are fully understood, expected and tested.

Add a SharePoint Group

Security Manager allows administrators to add SharePoint groups to sites. Groups may be added to one or more sites at the same time.

1.Select one or more sites in the Navigation area.

2.Press the Create/Grant button and select the Create Group option to activate the window.
CreateMenu

3.In the provided window, enter a group name, group owner and description.
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4.Press Finish to create the group.

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NOTE: An existing Group may be removed selecting it in the Users/Groups window and then pressing the Delete button in the ribbon.

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