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Metalogix Essentials for Office 365 2.4 - 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
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

Remove User Permissions

In some cases a user’s permissions need to be completely removed. This can be done individually or done in mass. 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 Remove Permissions button to activate the window.

3.If removing permissions for an individual, confirm the Site Address and select the User.
If removing permissions for multiple users, confirm the site address, select the Mass Remove Users Permissions options and load a CSV file that contains the accounts of multiple users. For example, a CSV file containing many users can be constructed like the one below.

4. Check off the appropriate options.

5.Press Finish to begin the operation.


NOTE: User permissions may also be removed as part of a Transfer Permissions operation.


Delete Users from Site Collection

To remove a user(s) entirely (their user information as well as permissions) from a site collection (SharePoint 2010 or 2013 only), do the following:

1.Choose a site collection and generate the Orphaned Users report from within this site collection,

2.Select one or more users and then right click and choose the option Delete User(s) from Site Collection.


NOTE: This process cannot be undone, so please use this fuction only when the results are fully understood, expected and tested.

Add a SharePoint Group

Security Manager allows administrators to add SharePoint groups to sites. Groups may be added to one or more sites at the same time.

1.Select one or more sites in the Navigation area.

2.Press the Create/Grant button and select the Create Group option to activate the window.

3.In the provided window, enter a group name, group owner and description.

4.Press Finish to create the group.


NOTE: An existing Group may be removed selecting it in the Users/Groups window and then pressing the Delete button in the ribbon.

Copy SharePoint Group

Security Manager allows administrators to copy one or more SharePoint Groups from one site to another.

1.Select the source site in the Navigation area.

2.Press the Groups button in the ribbon (or from the right-click menu select Permissions>Show Groups) to expose all the available groups.

3.In the provided window select one or more groups to be copied and press the Copy button the ribbon.

4.In the Navigation area select the target site.

5.Press the Paste button from the ribbon.

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

7.Press Finish to begin the operation.

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