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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

Importing and Exporting Policy Groups

This section will demonstrate the steps required to import and export a policy group.

Import Policy Group

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

1.Select a Policy Group and click the Import button located in the ribbon.
importpolicygroup1
Alternatively, you may right click on any Policy Group in the Informant area and select the Import option.
importpolicygroup2

2.On the Import Policy Group screen, select the policy group file you would like to import into the Informant area.  

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NOTE: Policy Groups are imported in .pack file format.

3.The Policy Group will be imported and displayed under the Policy Groups tab in the Informant area.

Export Policy Group

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

1.Select a Policy Group and click the Export button located in the ribbon.
exportpolicygroup1
Alternatively, you may right click on any Policy Group in the Informant area and select the Export option.
exportpolicygroup2

2.On Browse for Folder screen, select the folder location that you would like to Export the Policy Group to.
exportpolicygroup3

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NOTE: Policy Groups are exported in .pack file format.

3.A confirmation dialog will appear after the export is complete.  Click OK.
exportpolicygroup4

 

Migrator

Essentials for Office 365 Migrator is intended for both large scale migration activities including lists, libraries, sites, site collections, web parts, views, permissions, navigation and other objects; as well as re-organization and categorization tasks such as tagging/classification and moving/copying content between sites, lists and folders.
 

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NOTE: A Global or SharePoint Administrator account must be used in order to perform full migrations. An account with less privileges will only be able to perform a limited set of migrations.

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