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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
Drives
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 Office 365 Tenant and OneDrive

(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.

info

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.

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NOTE:

·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

Global and SharePoint Administrators

A Global or SharePoint Administrator account must be used in order to perform full migrations. An account with less privileges will only be able to perform a limited set of migrations.

Essential tool requests certain user roles to starts and successfully finish hyper migration or hyper backup jobs. These administrative accounts are required to connect to the tenant level, to each site collection, users OneDrive’s, Office 365 groups, Microsoft Teams sites, etc. In order to connect to all of this you must be either a  Global Administrator or a SharePoint Administrator. If you use an Exchange Administrator or Billing Administrator, or any other user role, the Migration will fail. This is because Essentials will not be able to access the target site collection in order to  upload content and/or the azure job would be restricted by Office 365.  

Copy Sites

The application can copy entire sites (with sub-sites) from one site or site collection to another.  There are three different methods to copy sites:

·Copy and paste method.

·Copying sites without loading the source and the target in the navigation pane.

·Copying Site Collections and My Sites without loading the source and target in the navigation pane.

 

 

Copy and Paste Method

This is the most common and simple approach to copying sites. It requires the user to, in most cases, have the source and target loaded into the Navigation pane (refer to Connecting to SharePoint for additional information).

1.In the navigator pane, locate the site(s) you wish to copy. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.

2.After you have selected the source site(s) there are several ways to identify the destination location:

·You may simply Drag-and-Drop the Sites.

·Use the Copy and Paste options from the right-click menu.
migrator copy sites 1

·Use the Copy and Paste buttons in the Clipboard section of the ribbon.
migrator copy sites 2

3.The application will bring up the Site Migration Wizard. Please proceed to the Site Migration Wizard section for further instructions on how to run through this wizard.

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NOTE: If multiple sites are selected for copy, we advise only using the Copy Site to New Site option. Selecting a different option may result in conflicts during the copy process. Review and select the appropriate options.

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