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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

Connect and View Term Store

The following steps will allow you to connect to, and view, the term store:

1.To access a site's Term Store, right click on a site and select Objects > Show Term Store.   In the product's Architect ribbon an icon is also enabled when a site is selected. The Term Store content will then appear in the content pane.
termstore1

2.Expand the term store hierarchy to view Term Groups, Term Sets, and Terms.

3.Once an item is highlighted, the right click menu will display the available options.

Copy/Merge/Reorganize Term Store Objects

Users of Term Store Manager can copy the entire term store or granular objects between different SharePoint farms

To copy and paste Terms, Term Sets, and Term Groups:

1.Connect to the Term Store using the procedure from "Connect/View Term Store".

2.Highlight the item you would like to copy and right click on it.  In this example, the Term "Lighting" is being copied from the "Production Category" Term Set.

3.The right click menu will appear, select 'Copy'.
copy-paste-step0

4.For the paste operation, users should right click on the container above the original item being copied.  For instance, in order to copy the Term "Lighting" into a Term Set "Production Category", users should right click on "Production Category" and select 'Paste Term(s)'.  
copy-paste-step2

5.Once 'Paste Term(s)' is selected a copy confirmation window will appear.  
paste-confirmation

6.Checkbox options are available before clicking 'Finish'.  The 'Copy With Children' checkbox will copy any child terms along with your selected item.  The "Merge" checkbox will merge term store objects (the source object will overwrite the target in the event of a conflict).  

7.Once appropriate options are selected, click 'Finish".

Unsupported Objects for Migration

Due to limitations in the Microsoft API, the following parameters cannot be retained during migration nor while using the Edit function in Term Store Manager

·Term Group "Group Managers"

·Term Group "Contributors"

·Term Set "Stakeholders"

·Term Set and Term "Custom Sort Order" for SharePoint 2010 as a destination

Create/Edit/Delete Term Store Objects

Terms store manager offers the ability to manipulate term store object individually or in bulk.  Specific functionality is available via the right-click menu or in the upper right-hand corner of the pane.

Create Term Store Objects    

1.Select the parent object from the term store.  The type of objects that can be created depends on the parent object selected.

2.From the right-click or pane menu select the Create option.

3.A window will be displayed with the appropriate fields for the object being created.

4.Press the Finish button to complete the operation.
CreateScreenshot3-11-2015
(In this example, since a Term Group is selected, a Term Set would be created underneath it.)

Bulk Create Term Store Objects

1.Select the parent object from the term store.  The type of objects that can be created depends on the parent object selected.

2.From the right-click or pane menu select the Bulk Create option.

3.A window will be displayed with the appropriate fields for the object or objects being created. Fill in new items on each line.

4.Press the Finish button to complete the operation.
BulkCreate3-11-2015
(In the above, since a Term Group is selected multiple term sets would be created)
 

Edit Term Store Objects      

1.Select an object or multiple objects from the term store.

2.From the right-click or pane menu select the Edit option.

3.A window will be displayed with the appropriate fields for the object or objects being edited.

info

NOTE: the fields displayed may vary depending on whether one or more objects are being created.

4.Press the Finish button to complete the operation.
termstore2

Delete Term Store Objects      

1.Select an object or multiple objects from the term store.

2.From the right-click or pane menu select the Delete option.

3.A message will be displayed confirming that object(s) are about to be removed.

info

NOTE: A term group must be empty, meaning all terms and term sets must first be deleted before the Term Group can be delete.

 

Custom Sort Order (supported for SharePoint 2013, SharePoint 2016 and SharePoint Online only)

To modify the custom sort order of terms:

1.Select the parent term set or term.

2.Right click and choose the Edit Term Set or Edit Term option.

3.Click the Custom Sort tab.

4.Choose between the options to use the Default Sort or Custom Sort Order.

5.If you choose Custom Sort Order, the list of child terms will appear in a table below.

6.To modify the order, simply select a term and drag and drop to reorganize the order.  Dropping a term onto another, will place that term dropped term above in the order.

7.When done, click Finish to apply your changes.
TermStoreManager-CustomSortOrder(1)

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