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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

Creating Lists/Libraries

Lists and Libraries are used by SharePoint to organize and manage content. Based on the type of List, SharePoint creates specific metadata. This metadata may be expanded and altered. Essentials Architect Suite for SharePoint can be used to create and maintain lists and their metadata. Unlike other objects, a list must be created in SharePoint immediately.


NOTE: Each list is based on a template stored in SharePoint and you must therefore be online in order to complete this action.

Here is the process for creating Lists:

1.Click on the List entity in the Palette.
architect content type 5

2.Click in the area of the diagram where the List will be placed. This will display the Create List Wizard window.


NOTE: If the List option is not available in the palette, enable All Lists from the View menu.

architect list or library 1

3.Enter a name and select the appropriate template from the list.

4.Press Finish to create the List.

5.Select "Inheritance" from the Entities section of the palette.
architect content type 3

6.Click the mouse on the new content type and without releasing, drag the arrow to the parent type to create an association.
architect content type 4

Essentials Architect Suite imposes specific limitations on lists to comply with SharePoint behavior. Here is what you can and cannot do:

·You can drag-n-drop any existing content type or column into the list.


NOTE: The "Enable Content Types" property will be automatically set to "Yes" for when a non-default content type is added to a list or library.

·You cannot remove or modify some reserved content types and columns (e.g.. Folder Content Type, Document Created By column).

·You can remove or modify non-reserved content types and columns.

·You cannot create a new content type within a list.

·You can create a new column within a list.

Synchronizing an Architect Diagram with SharePoint

One of the key features of Metalogix Essentials Architect Suite is that the user can load a site or site collection into the product and then work on it offline without making changes to the actual environment. This gives you the opportunity to properly vet the design prior to making a change to the SharePoint environment. It also allows you to take a snapshot to use as a benchmark for compliance or monitoring purposes.

However, at some point you will need to make certain updates to either the model or SharePoint. In order to do that, you must run a Compare Report, which will identify the specific differences between the two environments. Please see the section on "Compare With" Menu for options on generating this report.


NOTE: You may select, compare and update multiple sites at once. Simply select multiple sites in the navigator pane prior to executing the compare.

The Compare Report is generated inside the Compare View Tab (for more information see the Compare View Tab section). Besides displaying the differences, the report allows you to execute selective or complete updates. Updates are then made by right-clicking on a container in the report and selecting "Update Sharepoint" or selecting the Update SharePoint Icon from the tools of the Compare View tab.

architect sycnchronizing 1

Users can also update the Architect diagram with changes by selecting the object you want updated on the Diagram, right-click and choose "Update Diagram" or select the Update Diagram column.
architect sycnchronizing 2


NOTE: Updates are applied to all items within the selected container.

Each update of an item in Sharepoint or within the Architect diagram will will have a status listed next to it within the Status column of the Compare View.
architect sycnchronizing 3

Compare Sites

(also see Live Compare for an alternative approach)

One of the key features of Metalogix Architect is the capability to compare and synchronize the metadata structures of multiple sites. Developers can design and test their schemas in one environment and then roll it out to another. Sites can also be compared for compliance and consistency.

This section will walk the user through the process of comparing two or more sites and then updating a target site with changes.

1.Locate all the sites that you wish to compare in the navigation pane. In order to select multiple sites, hold down the 'CTRL' key and click on the sites you wish to select. The first site selected will be the 'source' site.


NOTE: the source and target can always be switched in the 'Compare Sites View' window.

compare site 1

2.Right-click on any of the selected sites and choose 'Compare with' and  'Each Other' from the drop down menu.
compare site 2
You can also trigger a comparison by clicking on the "With Each Other" button in the Compare section of the Architect tab.
compare site 3  

3.Proceed to the Compare Sites View pane. The report will contain a full list of differences between the source site and the target site(s). You can navigate and drill down through the report to see details of the differences (see the Compare Sites View Tab section for more information).
compare site 4

4.Updates or synchronizations can be done on an individual item or the entire site. To kick-off an update, right-click on an item to display a list of options. If an item exists in the source site but not in the target site, you have the option to 'Create in Target'. Conversely, if an item does not exist in the source but does in the target, you have the option to 'Delete from Target'. Select the appropriate option to execute and acknowledge the confirmation window to proceed.
compare site 5

At this point any updates or synchronizations are only reflected in Essentials Architect Suite. In order to update SharePoint, please follow the instructions in the Synchronizing an Architect Suite Model with SharePoint section.

Each updated item generates a response in the status column. There are three possible responses:

1.Success - the update was successfully completed

2.Pending - this indicates that the item update has a dependency to another update which must be executed first. This update will automatically proceed after the dependency is resolved.

3.Error - this indicates that the update was not executed. The application will typically return an error code and a reason for the failure.



Metalogix Essentials for Office 365 Backup is a simple and easy to use backup tool that empowers administrators and power users to efficiently backup, archive, and restore their content from SharePoint, Office 365 SharePoint Online, OneDrive for Business sites, and Exchange Online mailboxes (when licensed).  With Metalogix Backup, you can quickly retrieve individual items or entire sites.

·Site Backup: Backup and extract site collections, sites, lists and libraries, documents and versions, permissions, views, column groups, fields, terms, and content types in SharePoint or Office 365.

·OneDrive for Business Backup:  Backup and extract content, versions and SharePoint permissions from one or more users' OneDrive for Business Documents library within your Office 365 tenant.

·Exchange Online Mailbox Backup:  Backup and extract messages, folders, calendar events, tasks and more from one or more users' Exchange Online Mailboxes within your Office 365 tenant. This feature is automatically disabled and must be manually enabled.

·Cloud Storage: Backup and Restore to/from Azure and Amazon S3

·Extract: Extract legacy or orphaned content from SharePoint and Office 365 to a file system based on specific search and filter criteria of your choice.

·Restore: Restore content to existing SharePoint or Office 365 site collections, sites, list and libraries, and folders without rolling back the entire SharePoint farm. (Cannot be used for Migration.  Choose Metalogix Essentials for Office 365 migration for the best results)

·Ensure High Availability: Access critical content and ensure continuous 24x7 business operations in Office 365 and other hosted environments in the event of a service interruption through local backups.

·Rapid Item Level Restore: Granularly restore selected SharePoint items from the local backup copy with the option to include metadata, versions, and authorship properties.

·Schedule Backups: Use Windows scheduler to run full or incremental backups from PowerShell or the command line as a part of larger batch jobs.


NOTE: As with any Backup solution, it is strongly recommended that you thoroughly test the solution in a non-production environment prior to running any operations against your production data. Make note of all backed up and restored objects, their behavior, the process itself, scheduled operations as well as the results. If at any time you have additional questions about objects and functionality, please open a ticket with support for additional information.

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