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Metalogix Essentials for Office 365 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 Global and SharePoint Administrators 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 Retention Policies Import/Export Backup Archives Moving the Backup Location Backup Project Conversion
Drives
Interface Overview Common Functions
Connecting to Drives Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox OneDrive Management Progress Tab Hyper Migration Path Length Overflow
File Manager Informant Migrator
Interface Common Functions
Connect to SharePoint and OneDrive for Business Global and SharePoint Administrators Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts Pre-Migration Report Azure Turbo Mode In-Place Tagging of SharePoint Items Incremental Copy Nintex Workflow Migration Orphaned Users Copy Preserving Content Authorship and Approve/Reject Statuses 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

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.

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.

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