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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

Create/Edit Permission Level

Security Manager allows administrators to create new Permission Levels or edit permissions within an existing one.

1.Select a site from the Navigation area.

2.Press the Permission Levels button to view a list of existing levels.

3.Press the Create/Grant button and select the "Create Permission Level" option to activate the window.

4.In the provided window, enter a name and description.
createpermissionlevel

5.Select the Permissions that apply from the provided list.

6.Press Finish to begin the operation.

info

NOTE:

·An existing Permission Level may be edited by selecting it in the Permission Level window and then pressing the Edit button in the ribbon.

·An existing Permission Level may be removed selecting it in the Permission Level window and then pressing the Delete button in the ribbon.

 

Copy Permission Level

The application allows administrators to copy one or more permission levels from one site to another.

1. Select the appropriate site in the Navigation pane

2.Click the Permission Levels button in the ribbon (or from the site level right-click menu select Permissions>Show Permission Levels) .

3.In the provided window select one or more permission levels to be copied and press the Copy button in the ribbon.

4.Similar to the procedure in Step 1 and 2 above select the target object.

5.Click the Paste button from the ribbon.

6.In the provide window, confirm that information and select the appropriate options.

7.Click Finish to begin the operation
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Remove Permission Level

Security Manager allows administrators to remove Permission Level(s) using a single operation.

1.Select a site from the Navigation area where the group(s) is located.

2.Press the Permission Levels button to view a list of available levels.

3.Select the level(s) that need to be removed

4.Press the Del key (or from the right-click menu select the Delete option).

5.In the provided window, confirm the delete operation.

6.Press OK to begin the operation.

 

Term Store Manager

Term Store Manager is a feature of Essentials for Office 365 Architect.  It delivers full control of SharePoint term stores from the convenience of a client interface.  Users can granularly or in bulk create, edit, delete, copy and merge Term Groups, Term Sets, and Terms.  Term Sets Manager also allows users to export the Term Sets into a CSV file.  This CSV file can then be used to duplicate Managed Metadata in other SharePoint applications.

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