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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

Interface Overview

In order to access the Informant tab, you must click on the Arrows next to the Help tab, at the end of the top panel, and select Informant from the dropdown list.
new tabs informant
 

The application consists of two primary panes (1) Navigator and the Informant Area which includes the (2) Policy Groups, (3) Rules, and (4) Details tab. The Details tab enumerates the condition(s) and action(s), when a specific Policy Group or Rule is selected. A set of windows is automatically generated when a Loading or Downloading operation is performed.
informant interface overview 1

Navigator Pane

The objects displayed in the Navigator area are limited to sites, sub-sites, lists and libraries. Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object. In addition, a set of options is available from right-click menus and the ribbon at the top of the screen.
informant interface overview 2

Informant Area

The Informant Area displays the Policy Groups tab and the Rules tab. The Informant Area also contains the Details tab, which enumerates the condition(s) and action(s), is also displayed when a specific Policy Group or Rule is selected.

You may use the Policy Groups tab to select individual Policy Groups to Use, Create, or Delete.  You may also Import and Export Policy Groups from this tab using the .pack file format.
informant interface overview 3

You may use the Rules tab to select individual Rules to Create, Edit, or Delete.

·In order to select (or deselect) multiple items located directly below each other, click on the first item and then holding the SHIFT key, click on the last item. All the files located between the two items will be highlighted.

·In order to select (or deselect) multiple items which are not located next to each other, hold down the CTRL key and select individual files.
informant interface overview 4

 
The Details tab, which enumerates the condition(s) and action(s), is also displayed when a specific Policy Group or Rule is selected.
informant interface overview 5

Common Functions

This section provides an overview of the common functions available in Informant.

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