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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

Reporting and Re-Mapping Users and Templates

Reporting functionality is included with most products.  Reports provide various information, from site contents to list and site templates used in your environment.  Reports also have a dual purpose of providing the source information for mapping templates and users; and bulk deleting content.

Remapping Content Types

During an item copy or in-place tagging, users can re-map content types.  The new content type must be present in the target library.

1.Drill down into a list and select the items you would like to copy.
select-items-content

2.Drag and drop those items into the target list.

3.In the second screen of the Copy Items Wizard, select the new content type by using the drop-down box.  The application will automatically re-map any common fields.  You can enter metadata directly or re-map other fields manually.
content-type-remapping1

4.Click ‘Finish’ to start the copy operation.

List and Site Content Reports

This report is accessible from the Ribbon menu or the right-click menu on a site or list level. It produces an itemized list of all contents within a specific site collection, site or list in a comma separated values format (.csv). This report can be opened in a spreadsheet and used to analyze the content and its metadata.

List Content Report

ListContentsReport2015-01-27

List Content Options

ListLevel2015-01-27(2)

Site Content Report

SiteContentReport2015-01-27

Site Content Options

Options2015-01-27

Site Selection

This screen is used to specify a specific site for which the report will be run. It is only triggered if the user selects the List or Site Contents Report without first selecting a specific site or list. The screen is bypassed if the option is selected from the Navigator page.
site_selection

info

NOTE: One advantage of using the ribbon/menu is that the report can be run for any site, whether or not it has been loaded into the tool.

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