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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

Copy/Promote to New Site Collection

This function can be accessed in two ways:

·Through the selection of the "Copy/Promote to New Site Collection" option within the Site Migration Wizard (start at step 1 below).

·Through the selection of the "Promote to Site Collection" button in the Sites section of the Migrator tab. Note: this option will only be available for site and site collections that have already been loaded into the Navigator pane. (start at step 2 below).
Migrator copy sitecollection 5

Upon selecting to Copy a site, the Site Migration Wizard will be generated. The following are the steps required to copy/promote a site or site collection to a new site collection. (If you would like to copy a site that was not previously loaded in the Navigator pane, then first follow the steps in the Copy Sites Without Loading The Source or Target Site in the Navigator pane section, if you would like to promote a site collection or my sites that were not previously loaded in the Navigator pane, then first follow the steps in the Copy Site collections and My Sites Without Loading into the Navigator Pane section):

1.On the "Select which type of site copy should be run" page of the wizard, select Copy/Promote to New Site Collection as the type of site copy you wish to perform. Click Next.
migrator promote to new site collection 1

2.Specify the Target Central Admin URL. Click Connect.
migrator promote to new site collection 2

3.Enter the Target Site collection URL.
migrator promote to new site collection 3

4.Select the options you would like applied to the copy/promote of your site/sitecollection/mysites and click Next.
migrator promote to new site collection 4

5.The Summary page will provide you with a thorough overview of what you are about to copy over. If you are satisfied with the settings for your site copy, click Finish.
migrator copy site to existing 5

Live Compare

Metalogix Essentials for Office 365 provides a unique method for visually comparing and synchronizing the objects and content within any two site collections, sites or lists. The Live Compare interface displays up to the moment differences between these sites and allows the user to drill down and copy the differences to either environment.

The Live Compare! interface consists of three primary sections: 1. A connection area, 2. Viewer, 3. Compare Options

The Connection Area: The connection area is separated into a "Site URL" and a "List/Library" field for each of the lists to be compared.

The Viewer Area: The viewer area is separated into two parts each of which displays the content from the site, list, or library specified above in the connection area.

Compare Options: At the bottom of the Live Compare window, there are three buttons; "Full Compare" "Load Compare Report" and "Quick Compare"

During a compare, A user can drill down into any object type to compare or re-compare that object against its counterpart in the other site. The two "Copy from-" buttons at the top of the window initiate standard copying operations. See the Site Migration Wizard section for additional detail.
Live Compare 1

Full Compare

This option will generate a report of all the differences between the selected sites and subsites (if selected). Unlike the "Quick Compare" interactive approach, this report will automatically crawl and collect all the differences, which will then be saved to a CSV file for viewing.

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NOTE: Depending on the amount of content and selected options, this may require an extended amount of time. For this reason, the report is run in the background.

The completed report, (stored as a csv file), may be loaded into this interface using the "Load Compare Report" button (see the Load Compare Report section for more details on loading a compare report).

To perform a Full Compare with Live Compare, do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.Once the Live Compare window opens, select your two Site URL's for comparison by clicking the downward arrowLive Compare 3  of each. This will open the Select Site screen. Select the site you wish to connect to and click Connect.
Live Compare 4

3.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

4.Select Full Compare from the bottom of the Live Compare screen.
Live Compare 6

5.Select the properties you would like to apply to your Full Compare and click Run.
Live Compare 7
 
Use Enhanced Content Compare: This option will use the last modified date to identify differences in content that exists in both sites (lists and libraries). Normally the comparison is limited to identifying differences in content that exists in one site but not the other.

info

NOTE: Depending on the amount of content this comparison may require extended periods of time.

Include Item Level Permissions: The differences in Item Level Permissions between the selected sites or lists will be analyzed as part of the compare.

info

NOTE: Permission comparison may require extended periods of time depending on the amount of content and permissions

Include Group Membership: The differences in the Group Memberships between the selected sites or lists will be analyzed as part of the compare.
 
User Mapping: This option should be used in the event that a mapping file was used during the initial copy from source to target. This is especially useful if you have mapped accounts from source to target.
 
Include Subsites: Any subsites for the selected sites will be analyzed as part of the compare.

info

NOTE: Depending on the amount of subsites this comparison may require extended periods of time.

6.When prompted save the Full Compare file to a location on your computer.

Quick Compare

This option will generate a listing of SharePoint objects within the Live Compare window. Users can navigate and drill down into each object to see and copy the differences from one site to another. This option is limited to the currently selected sites. See Full Compare for additional capabilities.

To perform a Quick Compare with Live Compare, do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.Once the Live Compare window opens, select your two Site URL's for comparison by clicking the downward arrowLive Compare 3  of each. This will open the Select Site screen. Select the site you wish to connect to and click Connect.
Live Compare 4

3.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

4.Select Quick Compare from the bottom of the Live Compare screen.
Live Compare 8

5.Select the properties you would like to apply to your Full Compare and click Run.
Live Compare 9
 
Use Enhanced Content Compare: This option will use the last modified date to identify differences in content that exists in both sites (lists and libraries). Normally the comparison is limited to identifying differences in content that exists in one site but not the other.

info

NOTE: Depending on the amount of content this comparison may require extended periods of time.

Include Item Level Permissions: The differences in Item Level Permissions between the selected sites or lists will be analyzed as part of the compare.

info

NOTE: Permission comparison may require extended periods of time depending on the amount of content and permissions

Include Group Membership: The differences in the Group Memberships between the selected sites or lists will be analyzed as part of the compare.
 
User Mapping: This option should be used in the event that a mapping file was used during the initial copy from source to target. This is especially useful if you have mapped accounts from source to target.

6.The Live Compare results will be loaded in the Live Compare window, where you can now copy items from left to right and vice versa.

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