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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

Create a Policy Group

There are several different ways to create a Policy Group. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Create within the "Policy Groups" section.
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Alternatively, you may right click on any Policy Group or Rule in the Informant area and select "Create Policy Group".
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2.Once the Create Policy Group screen opens, name your new Policy Group. Click Finish.
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3.Your new Policy Group should now be displayed in the Informant Area under the Policy Groups tab.
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Create a New Rule

There are several different ways to create a new Rule. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Create within the "Rules" section.
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Alternatively, you may right click on any Policy Group or Rule in the Informant area and select "add rule" and then select a template.
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2.Once the Create Rule window appears, enter a name for the Rule.  This can be a description of the condition or action that the Rule performs.
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3.Use the drop down menu to select a category of condition. There are multiple categories to choose from in the drop down menu - Conditions: File Properties, Permission conditions, PII conditions, Site conditions, Regexp based conditions.
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4.Once you have selected a category of conditions, specify the If condition, and the action by highlighting the condition of your choice and clicking Add condition, and highlighting the action of your choice and clicking Add action. These will define the If... and Do the Following... parameters of your rule.
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5.Click the highlighted text of your conditions in order to set specific parameters for your conditions.
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6.You may also use the Formula drop down menu to specify Default (AND), Default (OR), or CUSTOM for combining rules.
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7.To create the new Rule, press the Finish button.  

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NOTE: to create a new Rule, you must define at least one condition and at least one Action.

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Use a Policy Group

There are several different ways to Use a Policy Group. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Use within the "Policy Groups" section.
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Alternatively, you may right click on any Policy Group in the Informant area and select the "Use Policy Group" option.
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2.Once the Use Policy Group properties screen appears, use the Resource Type drop down in order to select the source data that will use the policy group.  There are multiple source data locations to choose from in the drop down menu: File System, SharePoint Site, SharePoint Site Collections, OneDrive for Business, and CSV report.
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NOTE: to use a policy group against the CSV report data source, a policy group must have been run and produced the CSV report prior.

3.Populate any connection options (ie SharePoint site) and necessary user credentials and select the specific location in the data source you would like to use the policy group against.  Then click Next.
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NOTE: Backups can be scripted and scheduled using the Generate Script button. Please refer to the Scheduling section below.

4.Optionally, choose to use the policy group against an Incremental Scan using the checkbox.  If this option is selected, you will need to specify the incremental date to use the policy group against.
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5.To use the policy group with the specified settings, press the Finish button.

Using Scripts and Integration with Windows Task Scheduler

As with many of Metalogix Essentials operations, users may generate a command line script by pressing the Generate Script button (refer to Scripting Reference Guide for additional information).  For repetitive operations like backups, the application has been integrated with Windows Task Scheduler (WTS).  WTS allows users to run jobs on a schedule, in the background, even if no user is currently logged into the computer.  

Once a script is executed, the history will be available in the log viewer.  Unless specified in the script all history files will have auto-generated file names as a unique string of numbers. The path to all log files is: C:\Users\[UserName]\Essentials\.metadata\appLog.

To create a new script and load it into Windows Task Scheduler:

1.Press the Generate Script button within any of the Essentials wizards.
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2.The Command Line Script window will open, displaying the script for that wizard action. Press Copy to Clipboard.
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3.Open Windows Task Scheduler and select the Create Basic Task option in the Actions panel.
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4.Give your task a name and a description, click Next.
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5.Select when you would like the task to start, click Next.
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6.Set a start date and time, and how many days you would like the task to continue for. Click Next.
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7.Leave the Action selection as "start program" and click Next.
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8.In the Program/Script field, paste the script you copied to the clipboard in step 2. Click Next.
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9.On the summary page, click Finish.

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