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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

Search Tab

This tab will contain the results of a Search, which can be performed by selecting Search from within the Architect tab, on the top menu bar.
architect properties and info 21

This tab has a list of actions that are available from the icon bar in the tab or from a menu generated by right-clicking on a specific object:



architect properties and info 13

Locates the selected object in the target site Diagram.

architect properties and info 14

Locates the selected object in the target site Navigator.

architect properties and info 22

Expands the selected object.

architect properties and info 23

Collapses the selected object.

Common Functions

This section provides an overview of the common functions available in Architect.

Connecting to SharePoint and OneDrive for Business

The initial step in using the platform is to connect to your SharePoint/OneDrive environment. It supports multiple connection approaches and dozens of different authentication schemes. The steps to connecting to your SharePoint/OneDrive environment will vary depending on the Connection Type you select. See this topic's subsections for more details on the different connection types.

Connecting to SharePoint Site or Site Collections

If you wish to connect to SharePoint Sites and/or Site Collections then select SharePoint Site or Site Collection follow these steps:

1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
Connect to SharePoint​​​

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, select SharePoint Site or Site Collection (On-premises of Office 365) as your Type.  You have the following options when completing the URL portion of this screen, skip ahead to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
Connect to SharePoint 2

3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
Connecting to SharePoint Site Collections

4.Select the Site Collection which you wish to connect to, and click Ok.
Connecting to SharePoint Site Collections2

5.With this connection type you are given the option to select the following:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.


NOTE: this may be a lengthy process depending on the number of sub-sites in this location and is only available for this connection type.

Connecting to SharePoint Site Collections3

6.Click Finish to connect to the specified SharePoint Site or Site Collection.

7.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint Site Collections4

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