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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

Creating_a_New_Activity - Metalogix Desktop User Manual

Activities are fundamental building blocks of the product. There are currently three basic ways to create an Activity. Each will be described below.

All activities begin with an Activity Definition window shown here. Prior to entering specific properties for the operation, this window must be completed.

1.Enter and activity name. The activity name does not need to be unique, but it is advisable that the name provides some type of identification for the activity

2.Enter an activity description. The description is designed to record detailed information about the activity.

3.Choose the Include Pre/Post Activity Difference Report option. This report shows before and after Activity execution state and provides further proof of the operation.

4.Choose the Override Sub-Activity Report Settings. If the activity has any sub activities, this option will override the report settings of these with the setting selected in Step 3.

5.Choose the Use CSV to Run Activity to use alternate source and/or target sites. This is a good way to run an activity against multiple environments. If checked off, the user will need to select a name of a pre-loaded CSV file from the provided list or add a new one. To learn more about this feature please refer to section Running an Activity for Different Source and Target Sites.

6.The activity may be set to a specific schedule (e.g. run once, run daily, run weekly, etc.) or can be run manually at any time. If a schedule is required, press the schedule button. You will be guided through a simple wizard that sets predetermined time(s) the operation will need to be run.

Note: Change Manager must be running in order for pre-scheduled operations to execute.


Using Drag and Drop or Copy/Paste

Change Manager allows users to visualize many SharePoint objects in both the Navigation and Contents areas. From individual files through entire site collections can be selected, copied and pasted to initiate a new activity. A detailed list of possible operations can be found in the ‘Drag and Drop’/Copy-Paste section.

After filling out the activity definition, the user will be guided through a set of screens intended to set the properties for that operation. A detailed set description of each of these can be found in the Wizards section.


Using Live Compare

Live Compare! provides an ability to visualize differences between two sites and create an activity group from the selected operations.

1.Select New from Compare image166 option from the Ribbon

2.Fill out the activity definition information and press Next.

3.Enter a Site URL in both the right and left sides of the screen and press Start Compare button.

4.To view specific differences select the arrow on the left side of the object.

5.To create an activity, select an object and press either the Copy from Left to Right or Copy from Right to Left button. A list of created activities will be shown in the bottom portion of the screen.

6.Once finished, press the Save Activity button. This will create a new activity group consisting of all the activities created in the Live Compare interface.

See the Live Compare! section for additional information.


Using New Activity Option

The ability to visualize the source and target environments can make creating new activities easier and more reliable, but that requires either caching the environments into the application or running Live Compare! Another option is to create an activity without either of these options.

1.Select New Activity image172option from the Ribbon.

2.The Activity Definition information screen will have an extra field, the Activity Type. Select the appropriate Type and fill out additional information on this screen. Press Next.

3.The next screen that will be generated is based on the type of Activity selected. Follow the wizard to create the activity.livecompare.

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