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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

Connecting to SharePoint On-Premises Farms

(Not available for Information Manager Power User)

If you wish to connect to one drive, then follow these steps:

1.Start by selecting the OneDrive option in the Connect To section under the Drives tab.
connect to onedrive​​

2.A window similar to the one shown below will be generated. ​In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.
Connecting to SharePoint Office Tenant

3.You have the following two additional options on this screen:

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.

4.​Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:

·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.


NOTE: If you do not wish to use the credentials of the currently logged in user, set the "Use local system credentials" (located in Help>Profile Manager>Global Variables) to false.

·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.

·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.

·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.

·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.

·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.



·The domain name may also be entered as a part of the user field in either the domain user or the user@domain syntax.

·If you have Digest Authentication enabled, please disable it. It can interfere with the tool’s ability to connect to SharePoint using Windows Authentication.

·If your SharePoint environment is accessed through a Proxy connection, then it must be configured prior to establishing a connection. To use a Proxy connection, check the Use Proxy check box. If you need to verify or modify the Proxy Configuration click on the Proxy Configuration button (see the appendix Configuring a Proxy Server section for additional information).

A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect.
Connecting to SharePoint1

4.The select Web Application window will appear, select the web applications you wish to connect to. Click Ok.
Connecting to SharePoint2

5.The Select OneDrive window will appear, select the OneDrive acounts you would like to connect to. Click Ok.
Connecting to SharePoint3

6.The operation will start to run, connecting to the OneDrive accounts you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint4

Copying NTFS Permissions

NTFS folder permissions are automatically mapped when the "Copy Permissions" option is selected within the Advanced Options of the Summary screen of the wizard.
file manager common functions 1


NOTE: If selecting "Remove Folder Structure", the "Copy Permissions" option will be disabled. The application will match NTFS to SharePoint permissions in the following way

NTFS Permission

SharePoint Permission Level

Full Control

Full Control







List Folder contents


Read & Execute



NOTE: These permissions may also be mapped when copying NTFS to SharePoint via CSV and Command Line Scripting

Uploading Files into SharePoint

The option is designed to enhance and expand SharePoint’s ability to import files located in Windows or other operating systems. There are several advantages to using Essentials to do this operation.

·You can upload, tag and check-in content in one step and for multiple items

·You may reuse existing file system (NTFS) attributes to tag the content.

·Users often implement a folder based hierarchy inside the file system to categorize content. These folder names can be automatically extracted during upload and used as metadata in SharePoint.

·There are no limitations to how many files you can upload at one time.

·NTFS file permissions are also supported during the copy process (see Copying NTFS Permissions section for more information).


NOTE: NTFS Permission copy is not available to Power User products.

The process of importing files is very similar to the process of copying items within SharePoint, with one major exception. Rather than selecting the source content from a SharePoint list, it is selected from within the Connections pane or from Windows Explorer. The remainder of the process is described in the Copy/Move (and Tag) SharePoint Content section. Please refer to these sections for additional information.


NOTE: When importing content from the file system, File Manager can use file system attributes such as created and modified dates and file owner to tag the imported content. These attributes are shown under the Available Columns list in the Field Value Selection Screen and include relative folder names.  See Mapping Folders to SharePoint Fields for more information.

Mapping Folders to SharePoint Fields

Users who save their files to files system often use folder structure to describe the contents contained there.  In SharePoint or OneDrive for Business these folder names can be repurposed to tag the content during the upload process (and optionally remove the folder structure all together).  

To do this follow these steps:

1.Initiate the upload process by copying your local files into a SharePoint Library. Select Next and proceed to the Properties screen.
mapping folders to sharepoint 1

2.On the Properties Screen select the down arrow button next to the field that you wish to tag with folder data.
mapping folders to sharepoint 2

3.This will bring up the Field Value Selection Screen. On this screen, in the Available Columns section, you will find fields named Folder 1 in the File Path, Folder 2 in the File Path and so on.  These are relative to the root of the files structure you are uploading.


NOTE: You can also enable Data Analysis Mode from the Contents tab menu in order to see the folder names in the Available Values section of the screen.

mapping folders to sharepoint 3

4.Select the relative folder that you want to map to your current field and press the Select button.  

5.Complete the wizard and press Finish to start the upload.
mapping folders to sharepoint 4


NOTE: You may also remove the folder structure during upload.  This option is available in the copy items summary screen under Advanced Options.

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