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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

Path Length Overflow

(Bulk Google Drive, Box Enterprise and Dropbox Business to OneDrive for Business migrations only)

SharePoint Online, and consequently OneDrive for Business, has a series of restrictions or limitations that all users (and software) must abide by, a few of which are the total URL length of the content and file/folder names.  As defined, this total URL length cannot exceed 260 characters, and file or folder names may not exceed 250 characters.  More information can be found here: https://support.microsoft.com/en-us/kb/2933738

When migrating to OneDrive for Business from a source system like Box or Google Drive, which do not have such limitations, you may find yourself in a situation where your content will simply not “fit”.  Due to this scenario, we have implemented logic into the specific migration scenarios (bulk Google Drive, Box, and Dropbox Business to OneDrive for Business only) to better process these unfortunate situations and ensure that all content is migrated to OneDrive for Business regardless of the path or name length.

Please see the Path Length Overflow section and its sub sections for a detailed overview about this functionality and how to enable the configuration settings.

Copy Dropbox to an Office 365 Group

This option allows Dropbox Business and Office 365 administrators to copy content from within Dropbox Business drives to an Office 365 Group's Site(s) in a single migration.

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NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please review the section Alternate Framework.

This operation has the following requirements for use:

·The account used to perform the migration from Dropbox Business needs to have Team Admin access to the Dropbox Business tenant.

·The account used to perform the migration into Office 365 Group Sites needs to be a Global Administrator in this Office 365 tenant.

·The person performing the migration will need to know the relationship (user mapping) between each user's Dropbox user account and their corresponding Office 365 Group name and Office 365 user account.

·The Office 365 Group and its Site must already exist.

To migrate content of a Dropbox Business Account(s) to Office 365 Groups, perform the following:

1.On the Drives tab click Copy Dropox and select the "Copy Dropbox to Office 365 Groups" option.
copy dropbox to office01

2.When the wizard appears, enter the username of your Dropbox Administrator, and enter the Access Token associated with your Dropbox Business tenant.  If you do not currently have one, please review the steps in the Dropbox Business Access Token section in order to continue. Once all of the Dropbox connection parameters have been entered, Click Connect.
copy dropbox to office02
If you receive any message other than Successfully connected to Dropbox, double check your supplied information and try again.  If you are still experiencing issues, please contact Support for further assistance.

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NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please contact support for a updated version of the required framework.

3.In the Target Office 365 Connection Parameters section, specify your tenant SharePoint Administration Center URL and then click Connect (i.e. https://tenant-admin.sharepoint.com).  When prompted, enter your Office 365 Global Administrator or SharePoint Administrator login and password. Click Connect.  If you receive any message other than Successfully connected to SharePoint Admin, double check the URL and make sure you are supplying a Global Administrator or SharePoint Administrator login for this tenant.  If you are still experiencing issues, please contact Support for further assistance.
copy dropbox to office03

4.Click the Load from Dropbox button to load in a list of available Dropbox Business drives to include with this migration.  For performance reasons, if you have a large number of Dropbox Business drives in your tenant you may wish to CSV file with the user accounts and choose the option to "Load from CSV" instead . Select the Dropbox Business drives that you wish to include with this migration.
copy dropbox all1

5.You can also choose to Load and Apply report option, which allows you to load and apply an Analyze Dropbox report, which then sets the Migration Priority for each user mentioned in the report. Click Next to continue.
copy dropbox all2

3.Select Re-Map Users option and load your mapping CSV file.  Group mapping is required (user mapping may also be included) so the software can properly resolve the differences between your users' Dropbox account and the corresponding Office 365 Group name as well as maintain content authorship.  If your user accounts differ between Dropbox and Office 365 then you will want to add your user mapping to this same file.  
copy dropbox to office05
In the example below, lines 1-3 illustrate mapping a source Dropbox to an Office 365 Group by name while lines 4-5 in the same file are used to map the Dropbox user accounts to their respective Office 365 user accounts to maintain item authorship.

sales@company.com,Office365 Group Name
marketing@company.com,Office365 MarketingGroup
IT@company.com,IT Group
scott@company.com,swilson@contoso.com
bill@company.com,bgeorge@contoso.com

If you wish to migrate one or more source accounts to a single Group library while also remapping the user account for the purpose of metadata and sharing, please use the following format in your mapping file.

user@dropbox.com,Office 365 GroupName(user@contoso.com)

The software will migrate the content from the source drive "user@dropbox.com" to the Documents libary in the group "Office 365 GroupName".  The metadata and shared permissions of Dropbox user "user@dropbox.com" will be mapped to the Office 365 user account "user@contoso.com".

4.Click Check Office 365 Group in order to begin the validation process​. This process will validate that the supplied user mapping is correct (Office 365 Groups were located) and check to determine if each Group currently has a Site provisioned.  Click Next.
copy dropbox to office06

If the group is not found you may continue, however no content for this mapping will be migrated.  Alternatively, you may go back one page and remove the selected source Dropbox account or modify your mapping file, reload the CSV and click the Check button again.

5.If necessary, change content and file format conversion options​ as described below.
 
Content Options
copy dropbox to office07

Copy Content - A flag to determine if content is or is not included with this operation.  When not included the remainder of the options will become disabled.

Include Versions - The process in which Dropbox revision history will be converted into Office 365 Group versions.  Please note that this option is only referring to the major revisions (those shown as the "less detailed revisions") and not those that are automatically generated within Dropbox (those shown as the "more detailed" revisions).

Incremental Copy - When enabled, the migration process will identify and migrate only that content which was created, modified or versioned within the defined interval (days, weeks or months).

Skipped Non-Owned Folders - This option addresses the scenario where folders appear in a user's Dropbox account which are not owned by this user; meaning the user is a folder collaborator and not the folder "Owner".  Skipping these folders will prevent duplicates from being migrated into Office 365 Groups because the folder will be migrated only once when the folder "Owner" is migrated.  Please refer to the in-application Help button for additional details.
 
Migrate to Folder - When this option is enabled, you can create a (or use an existing) root folder structure in the destination library where your source content will be migrated. You will need to define the path like this example:

/My Source Content/2017

In the above example, the folder "My Source Content" and subfolder "2017" will be created in the root library of your destination and all source content will be migrated to this folder location.

Apply Filter - Optionally, select from a series of filterable parameters to include or exclude specific content during migration.

Advanced Options:
advanced options in Drives wizard
 

Enable Azure Turbo Mode: When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Please review the User Manual for additional information as well as recommended configuration as this process is a resource intensive operation.

Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Acces Key. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

info

NOTE: this function is optional and is only used to increase the migration performance to SharePoint Online or OneDrive for Business in Office 365. It does not provide any additional functionality that is not available when this option is disabled.

·Microsoft Provided Storage: This option allows you to use Microsoft provided Azure storage instead of providing your own for the purpose of utilizing Azure Turbo Mode.

info

NOTE: the migration end result will not differ regardless of your selection between Microsoft or User provided storage.

·User Provided Storage: This option allows you to provide your own Azure Storage instead of using one provided by Microsoft for the purpose of utilizing Azure Turbo Mode. It requires that you provide both your Azure Blob Storage Account Name as well as its corresponding Access Key by clicking the "Select" button to the right. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding.

info

NOTE: that the migration end result will not differ regardless of your selection between Microsoft or User provided storage.

oDefer Upload to Azure: When enabled, this option does not upload and immediately queue the import process from Azure storage, but rather saves the packages to a file location to then be uploaded and imported at a later time. This will allow you to use another application (at any time) to upload the content to Azure.

§To make use of the Deferred Upload option, the following process takes place:

1.First, you should setup the operation as usual using the Azure Turbo option.

2.Then, check the Defer Upload to Azure option and then Select the location where you wish to store the packages. Please be sure that there is enough disk space to accommodate all the packages that will be created.

3.During this process, the packages will be created, saved to this location and empty containers will also be created in your Azure storage.

4.After the operation completes, you will need to upload (using whichever upload utility you choose) the contents of each local folder into the appropriate Azure container. The folder names created in your local file location will be named exactly the same as the containers in Azure.

5.Once all the content from each folder is uploaded to the appropriate container in Azure storage, open the Azure Turbo Queue and choose the Refresh option.

6.Select one or more of the "Pending" jobs, right click and choose Process. The Import process has now begun and the jobs should soon switch to the status Queued.

oSend Notification: When selected, this feature will send emails to the listed recipients once Migrations are completed.

Create User Specific Log File - If you would like a user specific log file (.txt format) created for each migrated Google Drive that will be saved directly to that Group's "Documents" library, check this option before you finish.  This log file will contain all the content that was included in the migration with both source and target URLs as well as any file renaming that took place and skipped files due to lack of ownership.
NOTE: Create user Specific log file is disabled if Azure Turbo Asynchronous mode is on. Supported only for CSOM or Azure Turbo Synchronous modes.
copy box to office9

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NOTE: Content permissions are not migrated because Office 365 Group permissions are maintained and enforced by the group membership and its roles (Owners, Members and Guests).

6.Click Finish to begin the migration.

Copy Dropbox to Microsoft Teams

This option allows Dropbox Business and Office 365 administrators to copy content from within Dropbox Business drives to an Microsoft Teams site in a single migration.

info

NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please review the section Alternate Framework.

This operation has the following requirements for use:

·The account used to perform the migration from Dropbox Business needs to have Team Admin access to the Dropbox Business tenant.

·The account used to perform the migration into Microsoft Teams needs to be a Global Administrator in this Office 365 tenant.

·The person performing the migration will need to know the relationship (user mapping) between each user's Dropbox user account and their corresponding Microsoft Teams name and account.

·The Microsoft Team must already exist.

To migrate content of a Dropbox Business Account(s) to Microsoft Teams, perform the following:

1.On the Drives tab click Copy Dropox and select the "Copy Dropbox to Microsoft Teams" option.
copy dropbox to microsoftteams01

2.When the wizard appears, enter the username of your Dropbox Administrator, and enter the Access Token associated with your Dropbox Business tenant.  If you do not currently have one, please review the steps in the Dropbox Business Access Token section in order to continue. Once all of the Dropbox connection parameters have been entered, Click Connect.
copy dropbox to microsoftteams02
If you receive any message other than Successfully connected to Dropbox, double check your supplied information and try again.  If you are still experiencing issues, please contact Support for further assistance.

info

NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please contact support for a updated version of the required framework.

3.In the Target Office 365 Connection Parameters section, specify your tenant SharePoint Administration Center URL and then click Connect (i.e. https://tenant-admin.sharepoint.com).  When prompted, enter your Office 365 Global Administrator or SharePoint Administrator login and password. Click Connect.  If you receive any message other than Successfully connected to SharePoint Admin, double check the URL and make sure you are supplying a Global Administrator or SharePoint Administrator login for this tenant.  If you are still experiencing issues, please contact Support for further assistance.
copy dropbox to microsoftteams03

4.Click the Load from Dropbox button to load in a list of available Dropbox Business drives to include with this migration.  For performance reasons, if you have a large number of Dropbox Business drives in your tenant you may wish to CSV file with the user accounts and choose the option to "Load from CSV" instead.  Select the Dropbox Business drives that you wish to include with this migration.
copy dropbox all1

5.You can also choose to Load and Apply report option, which allows you to load and apply an Analyze Dropbox report, which then sets the Migration Priority for each user mentioned in the report. Click Next to continue.
copy dropbox all2

3.Select Re-Map Users option and load your mapping CSV file.  Group mapping is required (user mapping may also be included) so the software can properly resolve the differences between your users' Dropbox account and the corresponding Microsoft Teams name as well as maintain content authorship.  If your user accounts differ between Dropbox and Microsoft Team then you will want to add your user mapping to this same file.  
copy dropbox to microsoftteams04
In the example below, lines 1-3 illustrate mapping a source Dropbox to an Microsoft Team by name while lines 4-5 in the same file are used to map the Dropbox user accounts to their respective Microsoft Teams user accounts to maintain item authorship.

sales@company.com,MicrosoftTeam Name
marketing@company.com,MicrosoftTeam MarketingGroup
IT@company.com,IT Group
scott@company.com,swilson@contoso.com
bill@company.com,bgeorge@contoso.com

If you wish to migrate one or more source accounts to a single Group library while also remapping the user account for the purpose of metadata and sharing, please use the following format in your mapping file.

user@dropbox.com,MicrosoftTeam GroupName(user@contoso.com)

The software will migrate the content from the source drive "user@dropbox.com" to the Documents libary in the group "Microsoft Team GroupName".  The metadata and shared permissions of Dropbox user "user@dropbox.com" will be mapped to the Microsoft Team user account "user@contoso.com".

4.Click Check MS Team in order to begin the validation process​. This process will validate that the supplied user mapping is correct (MS Teams were located) and check to determine if each Team currently has a Site provisioned.  Click Next.
copy dropbox to microsoftteams05

If the group is not found you may continue, however no content for this mapping will be migrated.  Alternatively, you may go back one page and remove the selected source Dropbox account or modify your mapping file, reload the CSV and click the Check button again.

5.If necessary, change content and file format conversion options​ as described below.
 
Content Options
copy dropbox to office07

Copy Content - A flag to determine if content is or is not included with this operation.  When not included the remainder of the options will become disabled.

Include Versions - The process in which Dropbox revision history will be converted into Microsoft Teams versions.  Please note that this option is only referring to the major revisions (those shown as the "less detailed revisions") and not those that are automatically generated within Dropbox (those shown as the "more detailed" revisions).

Incremental Copy - When enabled, the migration process will identify and migrate only that content which was created, modified or versioned within the defined interval (days, weeks or months).

Skipped Non-Owned Folders - This option addresses the scenario where folders appear in a user's Dropbox which are not owned by this user; meaning the user is a folder collaborator and not the folder "Owner".  Skipping these folders will prevent duplicates from being migrated into Microsoft Teams because the folder will be migrated only once when the folder "Owner" is migrated.  Please refer to the in-application Help button for additional details.
 
Migrate to Folder - When this option is enabled, you can create a (or use an existing) root folder structure in the destination library where your source content will be migrated. You will need to define the path like this example:

/My Source Content/2017

In the above example, the folder "My Source Content" and subfolder "2017" will be created in the root library of your destination and all source content will be migrated to this folder location.

Apply Filter - Optionally, select from a series of filterable parameters to include or exclude specific content during migration.

Advanced Options:
advanced options in Drives wizard
 

Enable Azure Turbo Mode: When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Please review the User Manual for additional information as well as recommended configuration as this process is a resource intensive operation.

Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Acces Key. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

info

NOTE: this function is optional and is only used to increase the migration performance to SharePoint Online or OneDrive for Business in Office 365. It does not provide any additional functionality that is not available when this option is disabled.

·Microsoft Provided Storage: This option allows you to use Microsoft provided Azure storage instead of providing your own for the purpose of utilizing Azure Turbo Mode.

info

NOTE: the migration end result will not differ regardless of your selection between Microsoft or User provided storage.

·User Provided Storage: This option allows you to provide your own Azure Storage instead of using one provided by Microsoft for the purpose of utilizing Azure Turbo Mode. It requires that you provide both your Azure Blob Storage Account Name as well as its corresponding Access Key by clicking the "Select" button to the right. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding.

info

NOTE: that the migration end result will not differ regardless of your selection between Microsoft or User provided storage.

oDefer Upload to Azure: When enabled, this option does not upload and immediately queue the import process from Azure storage, but rather saves the packages to a file location to then be uploaded and imported at a later time. This will allow you to use another application (at any time) to upload the content to Azure.

§To make use of the Deferred Upload option, the following process takes place:

1.First, you should setup the operation as usual using the Azure Turbo option.

2.Then, check the Defer Upload to Azure option and then Select the location where you wish to store the packages. Please be sure that there is enough disk space to accommodate all the packages that will be created.

3.During this process, the packages will be created, saved to this location and empty containers will also be created in your Azure storage.

4.After the operation completes, you will need to upload (using whichever upload utility you choose) the contents of each local folder into the appropriate Azure container. The folder names created in your local file location will be named exactly the same as the containers in Azure.

5.Once all the content from each folder is uploaded to the appropriate container in Azure storage, open the Azure Turbo Queue and choose the Refresh option.

6.Select one or more of the "Pending" jobs, right click and choose Process. The Import process has now begun and the jobs should soon switch to the status Queued.

oSend Notification: When selected, this feature will send emails to the listed recipients once Migrations are completed.  

Create User Specific Log File - If you would like a user specific log file (.txt format) created for each migrated Microsoft Team that will be saved directly to that Team's "Documents" library, check this option before you finish.  This log file will contain all the content that was included in the migration with both source and target URLs as well as any file renaming that took place and skipped files due to lack of ownership.
copy box to office9

info

NOTE: Content permissions are not migrated because Microsoft Teams permissions are maintained and enforced by the team membership and its roles (Owners, Members and Guests).

6.Click Finish to begin the migration.

Analyze Dropbox

This option allows Dropbox Business and Office 365 administrators to Analyze their Dropbox.

info

NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please review the section Alternate Framework.

This operation has the following requirements for use:

·The account used to perform the analysis needs to have Team Admin access to the Dropbox Business tenant.

·The account used to perform the analysis needs to be a Global Administrator in this Office 365 tenant.

To analyze a Dropbox account, do the following:

1.On the Drives tab click Copy Dropox and select the "Analyze Dropbox" option.
analyze dropbox1

2.When the wizard appears, enter the username of your Dropbox Administrator, and enter the Access Token associated with your Dropbox Business tenant.  If you do not currently have one, please review the steps in the Dropbox Business Access Token section in order to continue. Once all of the Dropbox connection parameters have been entered, Click Connect.
analyze dropbox2
If you receive any message other than Successfully connected to Dropbox, double check your supplied information and try again.  If you are still experiencing issues, please contact Support for further assistance.

info

NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please contact support for a updated version of the required framework.

3.Click the Load from Dropbox button to load in a list of available Dropbox Business drives to include in this analysis.  For performance reasons, if you have a large number of Dropbox Business drives in your tenant you may wish to create a single column CSV file with the user accounts and choose the option "Load from CSV" instead. Select the Dropbox Business drives that you wish to include in this analysis.
analyze dropbox3

4. Click the Select button to specify a location and a name for this report.
analyze dropbox4

5.Click Finish to begin the analysis.

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