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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

Profile Manager

The Profile Manager is accessed from the Help Ribbon.
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When selected a window is generated that contains a list of operations for which profiles are supported.

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Selecting an operation displays a profile name along with a list of available options. By default the selections in the profile correspond to "out-of-the-box" functionality.

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NOTE: The shown options are unique to each operation and are not inherited to higher level operations (e.g. changes to item level profiles are not inherited by list or site level profiles).

There are a variety of capabilities available to the user:

·Creating New Profiles - Users can create new profiles for each operation by selecting the Create New Profile button.
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The user will be prompted to enter a profile name and save it
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Then the profile will be created with the out-of-the-box options preset.
 

·Modifying Profiles - Users may select any profile from the drop down list and make modifications.
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Pressing the Apply button will save these changes.
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·Deleting Profiles - Profiles may be removed by selecting the profile from the drop down list and then pressing the Delete button.
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NOTE: that the default profile may not be deleted.

·Changing the Default Profile - The "Default Profile" has the convenience of being automatically selected when an operation is initiated. The default profile designation may be changed by selecting any profile from the drop down list and then checking off the "Use as Default" option.
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·Reset to Default Values - A profile may be returned to the "out-of-the-box" settings. This is done by selecting any profile from the drop down list and then pressing the Reset to Default Values button.
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Hyper Migration/Backup

This section of the Profile Manager contains all the options for managing Hyper Migration and Hyper Backup settings.

In order to access the Hyper Migration section, do the following:

1.From the Help tab, select Profile Manager.
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2.Within the Profile Manager window, select the Hyper Migration/Backup tab from the left hand menu.
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For an overview of the function, select the Profiles and Global Variables 3 button beside the respective variable.

Copy Items

This section of the Profile Manager contains all the options for managing the Copy Items feature settings.

In order to access the Copy Items section, do the following:

1.From the Help tab, select Profile Manager.
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2.Within the Profile Manager window, select the Copy Items tab from the left hand menu.
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For an overview of the function, select the Profiles and Global Variables 3 button beside the respective variable.

Copy List

This section of the Profile Manager contains all the options for managing the Copy List feature settings.

In order to access the Copy List section, do the following:

1.From the Help tab, select Profile Manager.
Profiles and Global Variables 1

2.Within the Profile Manager window, select the Copy List tab from the left hand menu.
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For an overview of the function, select the Profiles and Global Variables 3 button beside the respective variable.

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