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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

Web Parts Window

The Web Parts window is displayed within the content pane area and is designed to display web parts used within a specific site or page.

The Web Parts window may be accessed by doing the following:

·Site Level - right-clicking on a site, and selecting Objects followed by Show Web Parts
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·List Level - right-clicking on an item, and selecting Objects followed by Show Web Parts 
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Similar to content, users will be able to select one or more of these objects and copy them from one place to another. The right-click menu also contains an additional option, "Save XML Config to File". This option outputs the web part configuration for use in debugging web parts.
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Term Store Window

The Term Store window is displayed within the content pane area and displays term groups, term sets, and their values within a specific server farm.  

The Term Store can be accessed by right-clicking on a site, selecting Objects followed by Show Term Store.  
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Similar to content, users will be able to select one or more of these objects and copy them from one place to another.  To learn more about additional capabilities for managing term store objects, please see the Term Store Manager section.
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NOTE: Term Sets are only available in SharePoint 2010 or later.

List Views Window

The List Views window is displayed within the content pane area and is designed to display views used within a specific list.

The List Views window can be accessed by right-clicking on a list and selecting Objects followed by Show List Views.  
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Similar to content, users will be able to select one or more of these objects and copy them from one place to another.
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Hidden Lists

To expose hidden lists (e.g. the Master Page Gallery) in the Navigator Pane, right click on the Lists node and choose the Hidden Lists option. After this is enabled, you will see the hidden lists for this location.
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Workflows Window

There are two similar windows within the content pane area that are designed to display both SharePoint Designer (SPD) and Out-of-the-Box (OOB) workflows used within a specific list.  

The workflow window can be accessed by right-clicking on a list and selecting Objects followed by Show Workflows. This will give you access to both SPD and OOB workflows.
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Similar to content, users will be able to select one or more of these objects and copy them from one place to another.
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NOTE: OOB workflows are only shown if the "Enable copy OOB workflows" option is enabled in the Profile Manager's Global Variables section, accessed through the Help tab by selecting Profile Manager and then the Global Variables tab on the left hand side of the Profile Manager window. For more information please see the Global Variables section of the documentation.

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