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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

Exchange Online Reports

Each section displays the current list of available reports that you can view by selecting the radio button next to the dashboard or report that you wish to load.  A description of each report can be found below.

·Mailbox Size:  Displays the list of users with mailboxes and their total size.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·Mailbox Items Count:  Displays the list of users with mailboxes and their total item count.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·Mailbox Quota:  Displays the list of users with mailboxes, their mailbox quota size, used size and the ratio expressed in percentage.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·Audit Status:  Displays the list of users with mailboxes and whether Auditing is enabled or disabled.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·Archive Status:  Displays the list of users with mailboxes and whether Archiving is enabled or disabled.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·On Hold Status:  Displays the list of users with mailboxes and whether their mailbox is configured for an In-place hold, litigation hold, both or neither.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·Mailbox Forwarding:  Displays the list of users with mailboxes and whether their mailbox is configured for forwarding.  If it is enabled, the mail contact that is configured will be displayed.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

·Send On Behalf:  Displays the list of users with mailboxes and whether 'Send on Behalf' is configured.  If it is enabled, the user(s) with whom you can send on behalf of this mailbox will be displayed.  Quick Actions are available on the selected users to 'Update this user's Mailbox settings' or to 'Audit this user'.

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NOTE: Service Manager license required for Quick Actions.

SharePoint and OneDrive for Business Reports

Each section displays the current list of available reports that you can view by selecting the radio button next to the dashboard or report that you wish to load.  A description of each report can be found below.
MetaVis Administrator - Available Reports

 
Dashboard

The Dashboard section consists of different dashboard views which provides a high level overview of this loaded location.  The panels will differ between dashboards, but any one graphical panel may be selected to display a more detailed view of the data.

·Content Utilization: A dashboard designed to provide a high level overview of the content.  The panels represent:

oCollection Statistics specific to the location.

oSite Distribution changes between the most recent and prior data collection.

oContent Growth represented in a trending report.  Each data point in the trend line represents a prior collection.

oTotal Document Count between sites and lists (Top 10).

oTotal Document Size between sites and lists (Top 10).

oTotal Size Distribution between various locations (Top 10).

·OneDrive for Business: A dashboard designed to provide a high level overview of OneDrives for Business in Office 365.  The panels represent:

oCollection Statistics specific to the location.

oSite Distribution changes between the most recent and prior data collection.

oContent Growth represented in a trending report.  Each data point in the trend line represents a prior collection.

oDocuments Size displaying the Top 10 largest OneDrives based on storage consumption.

oDocuments Extensions displaying the Top 10 file extensions by file count.

oShared With Users providing a view of the Top 10 email domains with which some sharing has been established (internal or external).

·Site Activity: A dashboard designed to provide a high level overview of Site Views (Microsoft refers to these as "Hits") for SharePoint Sites in Office 365.  Please note that at least 2 data collections need to be completed before some of the information can be visualized.  The panels represent:

oCollection Statistics specific to the location.

oActivity Distribution changes between the most recent and prior data collection.

oTotal Site Views displays the trending of the total number of site views.  Each data point representing the aggregated total number of views during that collection time.

oTrending Site Views shows the number of views specific to that collection period.

oMost Viewed Sites is an aggregated report of the Top 10 most viewed sites from this location.

oMost Recently Viewed Sites is the Top 10 most viewed sites during this specific collection period.

Content

The Content section contains a series of reports specific to the content within this location.

·Checked Out Document Count: Displays the number of checked out files (at the time of collection) per location.  Analysis displays the site, library and checked out file count.

·Content Distribution: Displays the ratio between the total size of all most recent documents vs the total size of all previous documents versions.  Trending view and analysis is not available for this report.

·Content Growth: Displays the trending view of the content growth for all data collections.  The analysis lists the size per location during the last data collection.  All data points and Top 10 data points views are not available for this report.

·Documents Count: Displays the total number of documents per library.

·Documents Extensions (by Count): Displays the total number of documents with a given file extension by location.  Select a portion of the graph to display the analysis specific to that extension.  Trending view is not available for this report.

·Documents Extensions (by Size): Displays the total combined size of all documents of each found file extension by location.  Select a portion of the graph to display the analysis specific to that extension.  Trending view is not available for this report.

·Documents Size: Displays the total size of each site or list in both the visual and analysis views.

·Documents Size Ranges: Displays the total number of files per size range.  Size ranges are automatically generated based on the information gathered during the process.  Trending and analysis views are not available for this report.

·Hierarchy Report: Generates a report of the site collection(s), sites or OneDrives for Business composition including number of sites, lists, items, size and more.  This report does not contain a visual component, only Analysis and therefore can only be exported to a CSV file.

·Size Distribution: Displays the distribution of content based on size between lists.  Trending view is not available for this report.

Activity

The Activity section contains reports specific to the activity of the users, content or structure of this location.

·Site Views (Total): Displays the total number of views per site (Microsoft refers to these as "Hits").  Please note this report is only supported for Office 365 data collections.

·Site Views (per Collection): Displays the number of views per site (Microsoft refers to these as "Hits") for only this data collection period.  Please note this report is only supported for Office 365 data collections.

·Content Activity: Displays the days since last activity for each site or list throughout the location where the larger bar represents longer time since the last activity.  Activity in this report is defined as either the creation or modification of content.  Trending view is not available for this report.

·Content Type Usage: Displays a list of all used Content Types in this location and the number of items that have that type applied.  Trending view and analysis are not available for this report.

·User Activity: Displays a list of all users who have activity in this location and the number of items they modified.  Activity in this report is defined as either the creation or modification of content.  Trending view and analysis are not available in this report.

Settings

The Settings section contains reports detailing the settings or configuration of a number of objects located within this location.
 

·Content Approval: Displays the number and names of lists that have Content Approval set to Yes or No.  Trending view is not available for this report.

·Permission Inheritance: Displays the number and name of lists that have their permissions inherited from their parent or are broken.  Trending view is not available for this report.

·Require Checkout: Displays the number and names of lists that have Require Checkout set to Yes or No.  Trending view is not available for this report.

·Shared With Users: Displays a list of email domains (internal and external) with which some sharing has been established.  This report is only supported for Office 365 and trending view is not available.

·Site Language: Displays the list of languages for each site that are used throughout this location.  Trending view is not available for this report.

·Site Template: Displays a list of template names that were used to create each site in this location.  Trending view is not available for this report.

·Library Templates: Displays a list of template names that were used to create each list in this location.  Trending view is not available for this report.

·Versioning: Displays the number of lists and their location for each of the 3 version settings, No Versions, Major Versions or Major and Minor versions.  Trending view is not available for this report.

Correlation

The visual comparison of separate data points from other reports.

·Recent vs Versions: A visual comparison between the total size of the most recent versions as compared to version history in the given location.

·Shared With Email Domains: A visual comparison between the number of email domains that have permissions to this location over the course of data collection.  This report is only supported for Office 365.

·Quota vs Usage Top 10: A visual comparison of the top 10 largest sites based on their storage consumption for SharePoint sites in Office 365.  The remainder of the sites, including their quota size, consumption and percent are listed in the Analysis section below the graph.

Office 365 Auditing

With the release of Microsoft auditing for Office 365, Service Manager can now generate, search, export and action against audit events across your Office 365 tenant.  

Requirements

·Your Metalogix license must include the Service Manager module in order to work with your Office 365 Audit logs.

·Audit reporting is only available for objects located in Office 365.  These reports are not available for any on-premises workload deployments (Active Directory, SharePoint, Exchange, etc.)

·You must either use a Global Administrator login (recommended) or if you do not have one, please talk to your Administrator and request permissions to access the Office 365 Audit reports.

·Specific actions (for example "Blocking" a user) may require additional permissions within your tenant.

Limitations

·Auditing must be available and recording within your Office 365 tenant.  If you are unsure, please login to your Office 365 Compliance Center, then Reports, and finally Office 365 Reports.  Once the audit log page appears, if you see the message "Start recording user and admin activities" click on it to begin.  If you do not see this message, then it is already recording.
Office365Audit-StartRecording

·As of March 2016, Microsoft only stores 90 days worth of audit logs so any search performed through our software will only go back that far.

·As of March 2016, Microsoft only returns up to 5000 events per search.  If more than 5000 events exist, the report will display the first 5000 starting with the most recent event.

·Our search retrieves information from the native Microsoft audit logs so there is no way for the software to update, edit, remove or verify the actual events themselves.

Audit Reports

Audit reports can be generated against either a SharePoint/OneDrive for Business object or an Office 365 user.  Audit events can include activities like file viewed, password changed, sharing permissions, group created and many more.  For a complete list of events please visit https://support.office.com/en-US/article/Search-the-audit-log-in-the-Office-365-Protection-Center-0d4d0f35-390b-4518-800e-0c7ec95e946c#auditlogevents

To generate an audit report against a specific SharePoint or OneDrive for Business object do the following:

1.Select one or more objects from the Navigator or Contents pane (objects can be files, folders, lists or sites) and right click. Select the Audit Object option.  
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2.Enter your search parameters and click OK to begin.
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3.Once complete, the audit report will appear.  If two or more objects were selected, they will appear grouped by each object and their relevant events.
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NOTE: that these Audit reports are retrieved in real-time.  The wider the date range and the more events returned, the longer the operation will take to complete.

To generate an audit report against an Office 365 user (Office 365 external users are not currently supported), do the following:

1.Select one or more users from a Service Manager view (for example, Office 365 Users), right click and choose the Audit User option.
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2.Enter your search parameters and click OK to begin.
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3.Once complete, the audit report will appear.  If two or more users were selected, they will appear grouped by each user and their relevant events.
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NOTE: that these Audit reports are retrieved in real-time.  The wider the date range and the more events returned, the longer the operation will take to complete.

After the report becomes available, there are additional options that you may find useful.  These include Search, Export, and others that are available in either the context or toolbar menus.  For performance, actions that are performed against the report are done via post processing, so the audit log is not queried multiple times if you perform additional searches.  Please consider using the Refresh option first (time permitting) if you wish to update the report before performing any actions.  

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NOTE: Audit dates are displayed in UTC format so please take into consideration time zone differences when applying filters.

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