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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

Configuring a Proxy Server

If you are using a Proxy Server to establish connectivity to the Internet and/or your SharePoint environment, you must configure the proxy connection. The Proxy Configuration is available from the Registration area, the SharePoint Connection Wizard, and the Profile Manager.

configuring a proxy1

Enter the Proxy Server, port, user and password (if proxy requires authentication); or choose Import Settings to extract proxy settings from Internet Explorer.  Press the Save button to store the Proxy settings.

CSV Column Reference Guide

The application allows users to import content into SharePoint and copy content between different SharePoint lists using CSV spreadsheets. These spreadsheets are auto generated with the necessary metadata required for the operation and may be modified using Excel or any text editing application. The following table describes the columns used within these spreadsheets.

 

 

 

 

Columns for Uploading Content using CSV

1.Source File - Identifies the physical path to the file that will be uploaded.

2.Target SharePoint Site - Identifies the target site for the file listed in the source file column. The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file.

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NOTE: In order to take advantage of this feature the CSV file must be uploaded on a site not a list level.

3.Target SharePoint List - Identifies the target list for the import

4.SharePoint File Name - Identifies the SharePoint item name that will be used for the import ( "/" is used to identify folders)

5.Content Type - Identifies the SharePoint content type that will be used for the import.

info

NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.

6.Custom Fields - Any custom fields would be listed following the content type.

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NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.  If the field is multi-value enabled and you wish to apply two or more, please separate each value with a pipe character and a trialing space.  For example, if I wanted to apply the terms Apple and Orange to a managed metadata column here is how it would look in the CSV file:  Apple| Orange .  That is "Apple" pipe character space "Orange".

7.Created At - Identifies the content creation date which is extracted from the file system. If left blank the value will be set to the current date and time.

8.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

9.Modified At - Identifies the last content modification date which is extracted from the file system. If left blank the value will be set to the current date and time.

10.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

11.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

12.Mark Version - For versioned libraries, identifies the version level for the item being imported ("Major" or "Minor"). If a quasi-versioning system was used in the file system, this field along with the SharePoint File Name can be used to recreate the versions in SharePoint. In order to implement this functionality, use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field. If left blank, the default version level will be used during import.

13.Version Comment - Specifies the comment that will be used when importing items

Columns for Copying SharePoint Content Using CSV

1.Source SharePoint Site - Identifies the source site for the content to be copied

2.Source SharePoint List - Identifies the source list for the content to be copied

3.Source SharePoint File - Identifies the source name for the content to be copied

4.Target SharePoint Site - Identifies the target site for the content to be copied. This field is left blank by default but may be entered to copy content to different sites and lists using the same CSV file.

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NOTE: In order to take advantage of this feature the CSV file must be copied on a site not a list level.

5.Target SharePoint List - Identifies the target list for the content to be copied

6.SharePoint File Name - Identifies the target SharePoint item name for the content to be copied ("/" is used to identify folders)

7.Content Type - Identifies the SharePoint content type for the content to be copied.

info

NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.  If the field is multi-value enabled and you wish to apply two or more, please separate each value with a pipe character and a trialing space.  For example, if I wanted to apply the terms Apple and Orange to a managed metadata column here is how it would look in the CSV file:  Apple| Orange .  That is "Apple" pipe character space "Orange".

8.Custom Fields - Any custom fields would be listed following the content type.

info

NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.

9.Created At - Identifies the content creation date. If left blank the value will be set to the current date and time.

10.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

11.Modified At - Identifies the last content modification date. If left blank the value will be set to the current date and time.

12.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

13.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

14.Mark Version - For versioned libraries, identifies the version level for the item being imported. If left blank, the default version level will be used during import.

15.Version Comment - Specifies the comment that will be used when importing items

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