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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

Email Notifications

This section of the Profile Manager contains all the options for managing the Email Notifications settings.

In order to access the Email Notifications section, do the following:

1.From the Help tab, select Profile Manager.
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2.Within the Profile Manager window, select the Email Notifications 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.

Email Server Configuration

This section provides the necessary parameters for Essentials to connect to and send emails using your server.  Email notifications work with both Exchange on-premise as well as Exchange Online (Office 365).

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Exchange Online (Office 365)

To use your Exchange Online in Office 365:

1.Enable the option "Use office online server"
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2.Enter the login credentials of a valid Office 365 user (Exchange Online license in Office 365 is required)
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3.If a proxy is required, enable the Use Proxy option and then input your configuration.
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Exchange On-premises

If you are unsure of your Exchange parameters, please contact your Administrator.

To use your Exchange on-premises:

1.Ensure that the "Use Office Online Server" option is disabled. Do so by deselecting the checkbox if it has been selected.
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2.Enter the Host Name of your Exchange server
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3.Select the Protocol to be used (DEFAULT, SSL or TLS)
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4.Enter the Port Number (default is 25)
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5.If a proxy is required, enable the Use Proxy option and then input your configuration.
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Email Subject and Message Configuration

This section allows you to customize the message that is sent as well as the default recipients.  The configuration allows for plain text, HTML tags and "placeholders" to be used in the delivered emails.
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The Subject will be the subject field of the delivered email notification.
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The Body will be the main message in the body of the delivered email notification.
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The Default Recipients will be the list of recipients that will be displayed in the various forms throughout Essentials.
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You can also specify if an email is sent after a backup or after a restore by checking the respective options.
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Available Placeholders

Below is a list of placeholders that will be substituted by the application during the delivery of each email notification.

Placeholder

Description

{project:name}

will be replaced by the Project Name as defined in the Essentials Navigator

{operation}

will be replaced by the operation name, for example "Backup".

{time}

will be replaced by the current time.

{login}

will be replaced with the login or email of the user logged in that performed the operation.

{attachment:log}

will attach the Essentials operation log file in .xml format.

{attachment:log:zip}

will attach the Essentials operation log file in a zip archive.

{attachment:log:path}

will be replaced by the path to the log file in the Essentials workspace.

{attachment:report}

will attach the Essentials output report file in its native format.

{attachment:report:zip}

will attach the Essentials output report in a zip archive.

{attachment:report:path}

will be replaced by the path to the report in its saved location.

 

For the Default Recipients, you may also include these entries and placeholders:

user1@email.com,user2@email.com,user3@email.com

Direct email input allows the notifications to be sent to these specified users.  For two or more, separate each email address with a comma (,).

Admins

This will send an email notification to all the list Site Collection Administrators of this location.  If an email address is not specified in the user's profile, then it will not be sent.

Owner

This will send an email notification to the Site Owner.  If an email address is not specified in the user's profile, then it will not be sent.

Current

This will send an email notification to the user who is initiating this operation. If an email address is not specified in the user's profile, then it will not be sent.

Password Encryption

Any credentials that are entered through the Metalogix interface and used in a script or scheduled operation are automatically encrypted, but there may be times in which you need to encrypt a password outside of this operation.

If you need to encrypt a password, you can do it through one of two methods - through the Essentials Console, or through Command Script.

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