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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

Security Manager

Metalogix Essentials Security Manager for SharePoint is designed to analyze and manage permissions, groups/users and levels across multiple site collections and farms. It aims to both simplify cumbersome tasks and provide in-depth analysis of existing security rights from the convenience of your desktop and without installing anything on your SharePoint servers.

Metalogix Essentials Security Manager allows you to:

·Browse, add, edit and delete groups, users, permissions and permission levels in a visual hierarchical structure of site collections, sites, lists and individual items

·One easy to use interface for managing multiple server farms, domains and site collections.

·Copy groups, users, permissions and permission levels between server farms, site collections, sites, lists and individual items across user directories (LDAP, ADFS, RDBMS).

·Manage permissions for multiple objects at the same time

·Compare an object’s permissions to better manage permission templates and identify where permissions do not match the templates

·Analyze a user’s or group’s permissions for any site, list or item

·Analyze which users or groups have permissions for a specific object

·Discover and resolve potential security problems in multi-server farm environments such as sites with no permissions, deleted users with granted permissions, broken chain of permission inheritance, etc

·Transfer roles between users addressing issues such as employee turnover and new hires

·Supports SharePoint 2007, 2010, 2013 and SharePoint Online

·And much more

Interface

The application consists of two primary panes: (1) Navigator and (2) Contents/Objects Area.

The Navigation area is auto-generated when connecting to a SharePoint environment and provides a hierarchical representation of Farms, Tenants, Sites, Sub-Sites and Lists. The Content area contains a variety of screens in a tabbed structure that provide detailed information regarding the object selected in the Navigator pane.
SM-Overview

info

NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

Navigator Pane

The objects displayed in the Navigator area are limited to Farms/Tenants, sites, sub-sites, lists and libraries.  Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object.  In addition, a set of options is available from right-click menus and the ribbon at the top of the screen.

SM-SiteRightClickMenu

SM-ListRightClickMenu

Site Level Right-Click Menu

List Level Right-Click Menu

 

Contents Area

SELECT OBJECTS:

In order to select (or unselect) multiple items located directly below each other, click on the first item and then holding the SHIFT key, click on the last item. All the files located between the two items will be highlighted.

In order to select (or unselect) multiple items which are not located next to each other, hold down the CTRL key and select individual files.
contentsarea

OPERATIONS MENU: right-click

Right-clicking on an item(s) will display a menu of available operations. These may also be available through buttons in the top right corner of the window. The list of available activities will depend on what is selected or not selected in the window.
 

BREADCRUMB TRAIL:

Located in the top left-hand corner is a breadcrumb pointer to the source of the content shown.
 

FUNCTION MENU:

Located in the top right-hand corner are a set of buttons that supply specific functionality for the contents of this area.

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