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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

Account Mapping

1.Generate a Site Users Report for the source and target sites.

2.Open both user reports in Excel and populate the first column with the source account and copy the new account from the target report and paste that value into the second column.

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NOTE: If the account IDs are the same, but the domain is different between the source and target SharePoint, you can add wildcard domain remapping to your existing user mapping file.

user_mapping_accounts

3.Save this file (in a .csv format) and load it when copying items, a list or a site to perform this transformation.

If the account IDs are the same, but the domain is different between the source and target SharePoint, you can add wildcard domain remapping to your existing user mapping file.

In addition to the specified user mapping, all the domain prefixes will be mapped to ‘ACME-WEST’ during the operation. This function is extremely helpful if you have a large number of users with the same IDs between different source and target domains.

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NOTE: Click here to download an example user mapping file.

If you you are migrating into or out of 2013 or Office 365 you may see something like the following in your Site Users Report:

i:0#.w|domain/USERNAME or if i:0#.f|membership|USERNAME@domain.com

If so, it's recommended that you put this value in for the source or target in question. It is more precise than using USERNAME@domain.com or domain\USERNAME and will generally yield better results. Wildcard mappings can be used with these values as well, so i:0#.w|domain\USERNAME was your source and if i:0#.f|membership|USERNAME@domain2.com was your target, then your mapping CSV file with a wildcard could look like:

i:0#.w|domain\*,i:0#.f|membership|*@domain2.com

Remember that if your usernames do not match exactly, then a wildcard will not help you and you will have to map the names individually.

Drive User Mapping

If you are creating a user mapping for a "Drive" source like Google Drive or Box, then you simply define the source account as the user's login which is usually their email address.

Site and List Templates Report

This report is accessible from the ribbon Reports tab or from the right-click menu on a site.  It produces an itemized list of all site and list templates in use within the selected site or site collection. The report is generated in a comma separated values format (.csv).
SiteListTemplatesReport

Template Mapping

When moving Sites or Lists there is occasionally a need to change the underlying template for these objects.  Some examples of these use cases are moving to a different version of SharePoint where a template may  have been deprecated or simply trying to remove custom templates to reduce complexity.  The application contains an option to do this in Advanced Option.
RemapSiteListTemplate

1.Generate a Site and List Templates Report from the source site and target site.

2. In Microsoft Excel (or any text editor) copy all or some of the templates from the source site into the first column.

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NOTE: Reports provide both the template name and the id. For the mapping table, only the id should be entered.

3.For any template that requires a different type in the target site, enter or copy the name of that template to the column on the right.

4. Save this file (in a .csv format) and load it when copying a list or a site to perform this transformation.
ReMapTemplates

Click here to download an example template mapping file.

 

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