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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

Global and SharePoint Administrators

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.

Essential tool requests certain user roles to starts and successfully finish hyper migration or hyper backup jobs. These administrative accounts are required to connect to the tenant level, to each site collection, users OneDrive’s, Office 365 groups, Microsoft Teams sites, etc. In order to connect to all of this you must be either a  Global Administrator or a SharePoint Administrator. If you use an Exchange Administrator or Billing Administrator, or any other user role, the Migration will fail. This is because Essentials will not be able to access the target site collection in order to  upload content and/or the azure job would be restricted by Office 365.  

Copy Sites

The application can copy entire sites (with sub-sites) from one site or site collection to another.  There are three different methods to copy sites:

·Copy and paste method.

·Copying sites without loading the source and the target in the navigation pane.

·Copying Site Collections and My Sites without loading the source and target in the navigation pane.

 

 

Copy and Paste Method

This is the most common and simple approach to copying sites. It requires the user to, in most cases, have the source and target loaded into the Navigation pane (refer to Connecting to SharePoint for additional information).

1.In the navigator pane, locate the site(s) you wish to copy. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.

2.After you have selected the source site(s) there are several ways to identify the destination location:

·You may simply Drag-and-Drop the Sites.

·Use the Copy and Paste options from the right-click menu.
migrator copy sites 1

·Use the Copy and Paste buttons in the Clipboard section of the ribbon.
migrator copy sites 2

3.The application will bring up the Site Migration Wizard. Please proceed to the Site Migration Wizard section for further instructions on how to run through this wizard.

info

NOTE: If multiple sites are selected for copy, we advise only using the Copy Site to New Site option. Selecting a different option may result in conflicts during the copy process. Review and select the appropriate options.

Copy Sites Without Loading The Source or Target Site in the Navigator Pane

In some cases it is preferable to copy a site or site collection without loading the source or target site. In order to do this follow these instructions:

1.In the Migrator Ribbon select the Copy Site button and select the Copy Site option.
migrator copy sites 3

2.A Source Site Selection wizard will appear. In this window, enter the URL for the source site and press the Connect button.
migrator copy sites 4

3.Select the site or sub-site that you want to copy and press the Next button.
migrator copy sites 5

4.The application will bring up the Site Migration Wizard. Please proceed to the Site Migration Wizard section for further instructions on how to run through this wizard.

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