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Metalogix Essentials for Office 365 2.4 - Advanced Installation Guide

Orphaned Users Copy

Orphaned Users Copy is an optional function that allows the software to maintain the metadata associated with user accounts that are no longer active within SharePoint. These user accounts are typically those that have been either disabled or deleted from the Active Directory with references to them still existing in the source SharePoint (for example, Created/Modified By) and using default SharePoint functionality.


NOTE: The Orphaned Users Copy function must be performed on a site collection by site collection basis, meaning it cannot be used during a Create/Promote to New Site Collection operation and it has to be used prior to the migration of any data.


NOTE: Orphaned Users Copy currently supports a destination of SharePoint 2007, 2010, 2013,  2016 and SharePoint Online.

To use this option:

1.Orphaned Users Copy is considered an Advanced Option in Metalogix and first needs to be enabled in the application.  Navigate to the Help tab in Essentials. Select Profile Manager.
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2.Within the Profile Manager window, select Global Variables from the left hand bar.
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3.Scroll down the the Advanced Mode and switch it to True.  Click Apply.
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4.Click Close to close the Profile Manager. Select the Migrator tab within Essentials, here you will see the Orphaned Users Copy option now available in the ribbon - slecet it.  


NOTE: that Advanced Mode enables other functions which you may notice throughout the application.

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5.In the Copy Orphaned Users window, click Select Source to choose between SharePoint, File System or CSV file for your source system.  

§SharePoint requires a site or site collection URL. You may be asked to enter user authentication information.
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§File System requires a local or mapped path.
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§CSV requires the loading of a pre-configured single column CSV user list.
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6.After the source has successfully connected, enter the target URL to your SharePoint site or site collection and click Connect to authenticate.
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7.Optionally, a user mapping file can also be loaded if the orphaned source user account needs to be remapped to an approriate account in the destination.  For example, an orphaned user in the source may look like 'contoso\joe' however your destination may be in a different domain like 'newContoso'.  If remapping is not applied, the account in the destination will still be referenced as 'contoso\joe' rather than 'newContoso\joe'.  Re-mapping will allow the new domain 'newContoso' to be used rather than the original from the source.

8.The Analyze option on the bottom should now become available.  When clicked, the application will analyze the source and target locations to determine the list of users which have been determined to be orphaned.  These users will appear in the table when the operation has completed.


NOTE: the time requirements vary greatly depending on the complexity of the environments, the amount of data and the total number of users.  This may take anywhere from a few minutes to several hours to conclude, plan accordingly.

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9.When one or more users are selected from the results table, the Transfer Orphaned Users option will now become available. Clicking this option will begin the process of taking the selected users from the source and transferring them to the destination (with or without using the remapping file as defined above.)  Please note that clicking Close without taking any action will exit the dialog, no users will be transferred and the entire operation will need to be completed again from the beginning.

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