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Metalogix Essentials for Office 365 2.4 - Advanced Installation Guide

Default and Custom Views

After the connection has been made to Office 365, an Administrator project ServiceManager-Tenant-Level-icon  will be created in the Navigator and within that a number of sections known as Default Views.  These views are the lifeblood of the Administrator functionality as they allow for greater control and reporting across this tenant, its services, and dependencies, like Active Directory.
Admin-SM-Navigator-Project-Diagram

These views offer a number of options including creating new custom views, filtering, export/import and actions.  The following sections will describe these options in detail.

Tenant Level

The first level within an Administrator project is the tenant itself shown with this icon ServiceManager-365-Level-icon.  This will display the name of the Office 365 Tenant, with the Global Admin account that was provided during connection appearing in brackets to the right of it.  There are a number of menu options that are available at this level, but there are currently no views or reports that can be displayed.

Default Views

The next level is the Default Views and those are shown with this icon ServiceManager-DefaulView-icon.  Default views cannot be deleted nor modified, and they offer a "top to bottom" view of all users and attributes associated to this service.

To open a default view do the following:

1.Double click on the View name in the Navigator pane, or right click on the name and select Open.
Admin-SM-Default-View-Options

2.The view will load in the larger section to the right of the Navigator pane.
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NOTE: Depending on the location of the user and attributes needed to generate this view, you may be asked to provide additional credentials needed to authenticate.

3.From the view results, you can select one or more users and perform a number of actions using either the buttons in the application's ribbon
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the toolbar
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or the right click context menu which differs depending on the Default View that you have selected.
These actions include Quick Actions, Custom Actions, Exporting, Refreshing, and Editing.

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NOTE: Because these default views are preconfigured to load all attributes, this operation may take a significant time to complete.  Please plan accordingly if you are working with a tenant that contains thousands of users or consider creating a custom view that may load in less time.  For example, instead of loading the default view "Exchange Online Mailboxes" perhaps consider creating a Custom View where you can display only the mailboxes where the Active Directory attribute "Department" contains "Sales" is generated.

Custom Views

Custom views are user created views that reside below a parent Default View and are signified with this icon ServiceManager-CustomViews-icon.  Custom views allow a user to read various attributes from different services with the use of filters, in order to create a combined view of users and their metadata.  The benefits of custom views is that you can combine information across the services, filter against the relevant attributes, and take less time to load the view than their default counterparts.

To create a new custom view do the following:

1.Right click the parent default view and choose the New option. This will open the Create View window.
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2.Enter a name for the custom view. the Section Name will automatically be populated based on the node for which you selected to create the new view. 
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3. Starting with the Columns tab, expand the Office 365 service you wish to include and click the checkbox next to each relevant attribute.
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4.Switch over to the Filters tab if you wish to apply any filters to the results.
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Filters are configured with conditions (Equal, Not Equal, Contains, Does not Contain), drop down selections and text entry fields.  If you wish to rearrange the order of the columns, simply click and drag/drop the column to the new position you wish it to appear in.  If you wish to remove a column, simply switch back to the Columns tab and deselect this attribute.

5.Once you have configured the view to your liking click Ok.  You will be asked if you would like to open the created view - you an select yes or no. Selecting Yes will display the custom view immediately, selecting no will simply add the custom view to the Navigator section of the page where it can be accessed later.

Menu Options

Depending on the selected level, you will have a number of options available in the right click menu.  Below are the icons and descriptions for each option within each section.

Tenant Level

( administratoricon1 ) Import External List (CSV) - Imports a CSV file containing a list of users and their attributes.

( Admin-SM-Import-icon ) Import - Imports all custom views from another Service Manager project.

( Admin-SM-Export-icon ) Export - Exports all custom views.

( Admin-SM-Refresh-icon ) Refresh - Manually refreshes this project or view.  To enable Automatic View Refresh, please visit the Refresh section of this topic.

( Admin-SM-Manage-Custom-Actions-icon ) Manage Custom Actions - Opens the Manage Custom Actions menu.  This can also be accessed through the Custom Actions buttons in the ribbon.

Default Views

( Admin-SM-New-icon ) New - Creates a new custom view beneath this location.

( 2015_06_29_21_16_5414 ) Open - Open this selected default view.

( Admin-SM-Paste-icon ) Paste - Paste a copied custom view(s) as a child to this location.

( Admin-SM-Import-icon ) Import - Select a group of exported views to import to this location.

( Admin-SM-Export-icon ) Export - Export all custom views from this location.

( 2015_06_29_21_16_5414 ) Manage Conferencing Policies - Allows users to create new or modify existing conferencing policies for this location.

Custom Views

( Admin-SM-ImportData-icon(1) ) Open - Load the selected custom view.

( Admin-SM-Edit-icon ) Edit - Edit the columns or filters of the selected custom view.

( Admin-SM-Copy-icon ) Copy - Copy the selected custom view(s).

( Admin-SM-Export-icon ) Export - Export the selected custom view(s).

(administratoricon2) Delete - Delete the selected custom view(s).

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NOTE: There is no way to undo the deletion of a custom view.

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