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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

Azure Turbo Mode

The Migration API uses Azure Storage as the “middle man” to stage content and process queues before it makes it to Office 365. As a result this is where Essentials will need to upload your content.  In order to upload your content to Azure Storage, and use Azure Turbo Mode you will need to provide Essentials with your Azure Storage account name and the key associated to it.




·Only Standard Storage Accounts are supported for this operation.

·Minimum recommendations would be a quad core CPU, 8GB of available memory (Memory Management), 20GB of local hard drive space and as fast an upload speed as possible.  Limiting any of these components can decrease the performance drastically.

If you are creating a new Azure Storage account, consider picking the geographical location closest to where your tenant physically resides.  The closer the Azure Storage data center is located to your Office 365 tenant's data center, the faster the transfer will be between the two.

To locate your Azure Storage Name and Access Key:

1.Login to your Azure Management Portal at

2.From the left navigator bar, select the option labeled Storage.

3.Select the Storage Account name from the available list that you wish to use for Azure Turbo and then choose “Manage Access Keys” from the bottom menu.  If there are no storage accounts available or you would like to create one, click the New button displayed below the left navigator bar.  For more information about how to create or manage Azure Storage Accounts, please see the following link:

4.From the Manage Access Keys window, you will want to copy the “Storage Account Name” and at least the “Primary Access Key” value to a text file for safe keeping.  These two values will need to be provided to Essentials in order to successfully use the Azure Turbo Mode option.

5.After these values have been saved to a file, you may log out of your Azure Management Portal.

Azure Turbo Mode Migration

Follow these steps in order to perform Azure Turbo Mode Migration.

1.From within Essentials, initiate a migration as you typically would and continue through the Migration wizard until you reach the final page with the Advanced Options section. (For more information about various Migration wizard options see one of the Site Migration Wizard section, and any of its dependent sections)


NOTE: Please note that the user account provided requires Site Collection Administrator access to each destination SharePoint Online Site Collection.

2.Under the Advanced Options section of most migration wizards there is a option labeled "Enable Azure Turbo Mode". Select this option.
Azure Turbo Mode 1

3.Next to the User Provided Storage Option, click the Select button. This will a window that will allow you to connect to your Azure account.


NOTE: As of the October 31, 2016 release, you may now choose between using your own Azure Provided Storage for this use or Microsoft's Provided Storage.  Please refer to this page for more information: Microsoft vs User Provided Storage.

azure turbo mode 2

4.In the Azure window, enter your Storage Account name. For information on how to get the account key name see this section. Click Connect.
azure turbo mode 3

5.In the next Connect to Azure window enter the Account Key for the Storage Account you entered in the previous step. For information on how to get the account key see this section. Click Connect.
azure turbo mode 4

6.If both values are correct, you will return to the original dialog where the OK button will now be enabled, Click Ok.  If either of the values entered was incorrect, you will receive an authentication failure message and you will have an opportunity to try again.
azure turbo mode 5

7.Once the Enable Azure Turbo Mode option is enabled and the correct values have been provided (if the option is enabled and no values are supplied, then Azure Turbo Mode will not be used for this migration), you may continue with the migration wizard.

8.For future migrations, you may decide to save the Azure Storage User Account key into Essentials by clicking the lock icon next to the Storage Account Name. While this step is optional, it may save some time in configuring future migrations.
azure turbo mode 6
In order to do this you must know your Master Password - to manage the master password go to the Help tab, select Profile Manager, and then go the Password Manager section.


NOTE: As of February 2016, there is a new Azure Turbo option named "Defer Upload to Azure" which will process the packages from the source but not upload them to Azure.  Please read the Defer Upload to Azure section for additional information.

Monitoring Azure Turbo Migration

To see more information about the queued jobs, their status, GUIDs, results, and more, simply select the destination SharePoint Online site from the Navigator tree, right click and select Open Azure Turbo Queue.
azure turbo mode 7

The Azure Turbo Queue perspective options in Essentials allows you to see a wealth of information related to each job that is in the queue. Here you can sort the jobs by each column, or you can simply use the "search by GUID" bar to easily navigate to a specific Azure Turbo job.


NOTE: If you do not see any jobs then either they have not been queued yet (it can take anywhere from 2 to 5+ minutes for the first job to be queued) or you need to refresh the list since it has not done so in real time.


As jobs complete (and their status reloads), the status will change from Queued to Processing to Completed.


NOTE: Job Status is not updated in real time, so you should select one or more jobs and choose the option "Reload Job Status" to view the current state.

Once it reaches the Completed state, the content should now have been migrated to SharePoint Online.  

For additional log details, select this or any completed job and choose the option View Job Log.

This will open the log file that the Migration API generated,, which includes a very detailed report pertaining to this operation.  
azure turbo mode 8

Supported Specification for Essentials Azure Turbo Mode

Essentials' Azure Turbo Mode utilizes Microsoft API, as Microsoft updates the API for both optimization as well as additional support, so too will Essentials be updated.

Currently supported and required:

·Azure Storage Account

oAn Azure Storage Account of your own is required.  If you already have a subscription then you can utilize it, however if you do not this may require an additional license that would be purchased from Microsoft.  Some Office 365 plans include Azure Storage, so check with your Plan or IT manager first.

oAs of the October 31, 2016 release, you may now choose between using your own Azure Provided Storage for this use or Microsoft's Provided Storage.  Please refer to this page for more information: Microsoft vs User Provided Storage.

·Content Only (but the rest still migrates too)

oThe SharePoint Online Migration API at this time is designed to handle content and content related attributes (metadata and item permissions) only.  Site creation, permissions, views, workflows, content types and countless other objects that makeup SharePoint will still be created using a number of other available APIs outside of this new functionality.  This means you should not expect to see an increase in performance around these other objects, but they will still be migrated the same as they were before or without the Azure Turbo Mode option.

·Queue Times and Processing

oWe don’t control the process, order or operation of the Azure queue.  Once Essentials submits the job to the queue, it has been completely handed over to the Microsoft function and we no longer have any ability to predict the order or processing times of any job.  In fact, once the Essentials log appears letting you know they have been queued, you can shut down our application and the queue will still process in Azure.  This means the job may immediately be picked up and processed or it may sit and wait for its turn before beginning (could be minutes or hours).

·File Size Limitation

oAt present the SharePoint Online Migration API only supports files up to 2GB in size.

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