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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

Copy Permissions

The application allows administrators to copy one or more permissions from one object to another.

1.For lists and sites, make the appropriate selection from the Navigation area.

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NOTE: For items, click on the list or library, right click and select "View Contents". The items will appear in the "Contents" pane. From there select the appropriate item, right click again, and click on "Show Permissions".

2.Click the Object Permissions button in the ribbon (or from the site level right-click menu select Permissions>Show Permissions; from the list level right-click menu select Objects > Show Permissions).

3.In the provided window select one or more users/groups with permissions to be copied and press the Copy button in the ribbon.

4.Similar to the procedure in Step 1 above select the target object.

5.Click the Paste button from the ribbon.

6.In the provide window, confirm that information and select the appropriate options.

7.Click Finish to begin the operation.
CopyPermissions

Grant Permissions

The application allows administrators to grant specific permissions for user(s) and group(s). This operation can be executed for one or more sites, lists or list items.

1.For lists and sites, make the appropriate selection from the Navigation area.

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NOTE: For items, click on the list or library, right click and select "View Contents". The items will appear in the "Contents" pane. From there select the appropriate item, right click again, and click on "Show Permissions".

2.Press the Create/Grant button and select the Grant Permissions option.

3.In the provided window select or enter a list of users and/or groups to whom the permissions will be assigned.

4.If the Permissions are to be assigned to a SharePoint Group, select the group from the "Add users to SharePoint group" section. If the permission are to be granted directly, check off the "Grant user permissions directly" radio button and select from the list of provided permission levels.

5.Press Finish to begin the operation.

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NOTE: Check the "Add to Sub-Objects" option to propogate the permission to any objects below the selected one (e.g. subsites, lists, folder, etc) that have a broken inheritance.

GrantPermission

Edit Permissions

The application allows administrators to edit permission roles for a user or group with explicit or inherited permission to a selected object. This operation can be executed for a site, list or list item.

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NOTE: that changes to inherited permissions will result in a broken inheritance for the selected object.

1.For a list or site, make the appropriate selection from the Navigation area.

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NOTE: For items, click on the list or library, right click and select "View Contents". The items will appear in the "Contents" pane. From there select the appropriate item, right click again, and click on "Show Permissions".

2.Press the Object Permissions button to generate a list of all the permissions to that object.

3.To edit permissions for a specific group or object, select that object and press the Edit button in the ribbon.

4.In the provided window select or deselect the applicable permissions.

5.Press Finish to begin the operation.

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NOTE: Permissions may also be completely deleted using the same process as outlined above.

EditPermissions

Transfer User Permissions

One of the more common operations for an administrator is to clone or transfer permissions from one user to another. This occurs when users move from one department to another or leave the organization. Security Manager allows users to execute this operation on a site by site basis.

1.Select a site from the Navigation area where the user has permissions.

2.Press the Transfer/Clone Permissions button to activate the window.

3.In the provided window, confirm the Site Address

4.To transfer permissions for a single user enter the Source and Target user accounts.
TransferPermissons

5.For bulk transfer of user permissions, select the Mass Transfer User Permissions option and the Load a CSV file that contains the source users in the first column and the corresponding target user in the second column.  For example a CSV can be constructed like this:
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6.Check off the appropriate options.
Press Finish to begin the operation.

Site Collection Administrators
 

If you wish to apply the Transfer/Clone permissions function to Site Collection Administrators as well (SharePoint 2010, 2013 only), then the starting URL must be a root site collection or higher.  Also, the account provided to Essentials to use must be a Site Collection Admin itself, Farm Admin if used against a Web Application.

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