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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, both of 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 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.

The following sections will describe the logic behind the function as well as how to enable and configuration your settings.

 

Truncating Long Paths

The following steps will allow you to enable the truncating of long paths process, as well as a list of values can be configured.  At present, only Google Drive, Box and Dropbox Business to OneDrive for Business bulk migrations are supported by this logic.

1.Navigate to the Help tab in Essentials. Select Profile Manager.
Path Length Overflow1

2.In the Profile Manager, select Global Variables.  Scroll down to the “Path Length Overflow Options” section.
Path Length Overflow2

Here is a description of the relevant parameters that can be modified:

Truncate Long Paths (Boolean) – Check the box to enable the option, uncheck to disable.  If disabled, you may receive errors post migration related to long folder paths and/or names.

Max Length Before Overflow (Number, default 200) – This determines the folder path length that when reached, will trigger the overflow logic processing.  You may adjust this value, but we recommend not increasing it to greater than 200.

Overflow Folder Name Length (Number, default 5) – This determines the number of characters (from the first position) that will be used from each source folder name to construct the folder name in the Overflow.  You may adjust this value, however be careful as you do not want to exceed the 250 character folder name length maximum for OneDrive for Business.

3.If any changes are made, please click the Apply button to save the modifications and then restart the software before beginning your next migration.

File Manager

Metalogix Essentials File Manager is designed to enhance and simplify the interaction between SharePoint and File Systems. SharePoint already provides basic functionality to load a single or multiple files. However, there are many gaps in that functionality that Metalogix Essentials File Manager fulfills including the ability to Load and Download (off board) content with metadata. Here is a sampling of these features:

·Uploading Content

oAbility to set metadata as part of the loading process.

oAbility to extract metadata from file system folders and assign them to SharePoint metadata.

oAbility to retain or unwind the folder structure in SharePoint.

oAbility to retain the core properties such as created/modified by and created/modified at.

oLoad files and metadata using a spreadsheet (CSV).

oAuto-creation of CSV for loading based on content in the file systems.

oAbility to load files with pseudo-versioning to SharePoint versions.

·Downloading Content (Off boarding)

oAbility to download content from sites, sub-sites and libraries into the File System with metadata stored in CSV files.

oAbility to Load downloaded content back into SharePoint.

oAbility to retain pseudo-versions in File Systems.

oAbility to remove downloaded content.

oAbility to copy NTFS file system folder permissions.

Interface Overview

The application consists of two primary panes and one optional pane: (1) Navigator, (2) Contents/Objects Area, (3) Connections area. A set of windows is automatically generated when a Loading or Downloading operation is performed.
file manager Interface 1

The picture above represents the default arrangement for these panes.

info

NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

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