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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

Columns for Copying E-Mail and Public Folder Objects using CSV

1.Item Name - Generally this is the subject of the e-mail

2.Outlook Path - Identifies the location of the e-mail in the source

3.Entry ID - This is a reserved field.

4.Target SharePoint Site - Identifies the target site for the file listed in the source file column. The field is left blank by default but may be specified to upload content into different sites and lists using the same CSV file.


NOTE: In order to take advantage of this feature the CSV file must be uploaded on a site not a list level.

5.Target SharePoint List - Identifies the target list for the import

6.SharePoint File Name - Identifies the SharePoint item name that will be used for the import ( "/" is used to identify folders)

7.Content Type - Identifies the SharePoint content type that will be used for the import.


NOTE: This content type should already exist within the target SharePoint list and must be spelled exactly the same way to avoid errors.

8.Custom Fields - Any custom fields would be listed following the content type.


NOTE: These fields must already exist within the target SharePoint list (and content Type). The values entered here must also pass any SharePoint validation or restrictions for the corresponding field.

9.Created At - Identifies the content creation date which is extracted from the file system. If left blank the value will be set to the current date and time.

10.CSV ID Col - This is a reserved field utilized for incremental copy functionality. Do not enter anything into this field.

11.Modified At - Identifies the last content modification date which is extracted from the file system. If left blank the value will be set to the current date and time.

12.Created By - Identifies the user who created the content. If left blank the value will be set to the user currently logged into SharePoint.

13.Modified By - Identifies the user who last modified the content. If left blank the value will be set to the user currently logged into SharePoint.

14.Mark Version - For versioned libraries, identifies the version level for the item being imported ("Major" or "Minor"). If a quasi-versioning system was used in the file system, this field along with the SharePoint File Name can be used to recreate the versions in SharePoint. In order to implement this functionality, use the same file name in the SharePoint File Name field and then specify the appropriate version level in this field. If left blank, the default version level will be used during import.

15.Version Comment - Specifies the comment that will be used when importing items


NOTE: When copying/tagging a library with versioned documents, using the csv option will apply the information entered for the file to each of the versions. If your versions contain unique information, you will want to put the following mapping command in the column that contains unique information on the versions: where "SOURCE" is the display name of the column.

Experience Data

Essentials for Office 365 submits user experience data to our internal telemetry servers.  This information is used by management to better understand how the software is being used for the sole purpose of product planning and development.

The information collected includes, but is not limited to:

·Software version

·Framework version

·Operating System

·SharePoint version

·Session data

·Activated software license key

If you do not wish to participate, you may disable this in the following location:

Help > Profile Manager > Global Variables > Submit Experience Data > False

How to Import Projects into Metalogix Essentials for Office 365

Importing projects into a workplace is useful if you want to move a project between installations of Metalogix. This operation connects Metalogix with the project folder that is generated when you connect to a site collection, farm, or tenant. It can also import collected data projects, google drives and backups.

1.Right Click in the Navigation pane and select 'Import'.

2.Pick 'Existing Projects into Workplace'.

3.Select the 'Browse' button next to 'Select root directory'.

4.Select the folder that you want to import the projects from.

5.Select the projects that you want to import. If you check the 'Copy Projects into Workplace' Metalogix will copy the projects from wherever they are into the current Metalogix workspace folder. Sometimes it makes sense to have a reference to an external project, such as when you have a Backup and sometimes it makes sense to copy the files into the new workplace so that you have all your projects in one place rather than linking back to the original location.

6.Your projects should now be imported in the Navigator pane.

User Logs

The user Log Viewer can be accessed in one of three ways:

·Selecting View Logs at the end of most operations.
Drives Post Migration Logs 2

·Selecting the Logs button located on every tab in the ribbon.
User Logs 1

·Right click on a job and select Show Logs.
user logs 6


Either option will open the Log Viewer:

User Logs 2

The header section of the Log Viewer contains general information and key statistics, while the body contains individual operations that were performed.

Description of functionality:

·Select All/Deselect All: used for selecting items in the body of the log viewer.

·Filter: A drop down control allows the user to filter operations based on status.

·View in Browser: Displays any selected items from the log viewer in your default browser, along with their status and detailed information.

·View Details:  Displays a pop-up screen with detailed information regarding selected items. The detailed information can also be accessed by double clicking on any item.

·Statistics: Displays a pop-up screen with detailed statistics regarding the entire operation.

·Analyze Errors: Allows users to analyze errors, if any have occurred during the operation.

·Save As: Allows users to save a copy of the Log being displayed.

·Load: Allows the user to re-load any file created using the Save As button, back into the Log Viewer.

·History: Displays a pop-up screen containing previous logs. By Double-click on any row, you can display that selected previous log in the Log Viewer.  By default the pop-up shows logs collected in the last 5 days, but this number can be altered by the user in this same window.

·Reprocess Failed Items - This feature enables users to save a special CSV log file which contains only items that have encountered errors and failed during a copy operation. Once the errors are corrected, the CSV file containing those files can be reprocessed successfully.


NOTE: This CSV file can only be created directly after performing the copy operation.

Please refer to the Reprocess Failed Items section for additional information.

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