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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
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 Alerts

The Alerts Collector must be installed and running on your source SharePoint server.  The software will extract all alerts from the selected Web Applications or Site Collections into a CSV file.    



· In order to copy alerts, additional software called Alerts Collector is required. If you need this software, please open a support ticket using the Contact Support button located in the application's Help tab.

·Hosted or Office 365 source environments are not supported.


Collecting Alerts

1.Download and run the Alerts Collector Application.  It may take a few minutes to retrieve your farm structure.

2.A window will appear requesting to specify a CSV file name and destination.  

3.Select the Web Applications or Site Collections of the Alerts to be extracted.

4.Once satisfied with your selections, click OK and upon completion a 'Success' window will appear. Select OK and the application will close.  

The CSV file that is generated must be accessible to the migration software.  If your application is installed in a different location, copying the file to that location is advisable.

Importing Alerts

The relative location of the alert is defined in the CSV file and should match the target site and list structure. Be sure to review this file in Excel (or another editor) and verify that the target site/list structure matches the source, if it does not then update the CSV accordingly.

Since certain alerts are designed to notify users each time content is created or updated, it is recommended that importing of alerts should be done after the migration process is complete.  Otherwise users can potentially be overloaded by notifications.

The Alerts Copy option is disabled by default to reduce confusion.  To enable this feature do the following:

1.Navigate to Help tab, select Profile Manager.
Migrator copy alerts 1

2.Within the profile manager window, go to the Global Variables tab. Set the "Enable Copy Alerts" setting to "True".
Migrator copy alerts 2

The advised method for importing alerts is post-migration.  To do this follow these steps:  

1.Locate and right click on the target Site/Site Collection in the Navigation Pane.

2.Select the Use CSV to...> Import Alerts.

3.In the provided window, select the File Location for the CSV file.

4.Select the source site from which the Alerts will be copied and follow the wizard for more options.

5.Press Finish to start the import process.

Alternatively, the Import Alerts function can be combined with a site copy.​

1.​Follow the standard Copy Site process.

2.From Advanced Options area select Import Alerts from CSV.

3.Press the Load button next to the option and select the CSV file.

4.Follow the remainder of the Site Copy process to begin the import.

Pre-Migration Report

The Pre-Migration Report function scans your source SharePoint environment or file share and identifies potential problems with the selected files that would prevent their migration into SharePoint. A CSV is generated that identifies the issues based on analysis parameters set in the wizard. The pre-migration report can be launched via the "Migration Analysis" section of the ribbon under the "Migrator" tab. Chose "File Share" or "SharePoint" depending on your source environment.
migration analysis 1


NOTE: It is important to understand that a parent object (site or list) may be noted with a condition level 1 or 2 and still encounter issues during the migration. The objective of this analysis is to provide pre-migration assessment of potential issues, not to predict or guarantee the results of the actual migration.

Once you've selected an analysis type, you will be presented with a wizard that allows you to determine the analysis parameters.

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