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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

Quick Compare

This option will generate a listing of SharePoint objects within the Live Compare window. Users can navigate and drill down into each object to see and copy the differences from one site to another. This option is limited to the currently selected sites. See Full Compare for additional capabilities.

To perform a Quick Compare with Live Compare, do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.Once the Live Compare window opens, select your two Site URL's for comparison by clicking the downward arrowLive Compare 3  of each. This will open the Select Site screen. Select the site you wish to connect to and click Connect.
Live Compare 4

3.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

4.Select Quick Compare from the bottom of the Live Compare screen.
Live Compare 8

5.Select the properties you would like to apply to your Full Compare and click Run.
Live Compare 9
 
Use Enhanced Content Compare: This option will use the last modified date to identify differences in content that exists in both sites (lists and libraries). Normally the comparison is limited to identifying differences in content that exists in one site but not the other.

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NOTE: Depending on the amount of content this comparison may require extended periods of time.

Include Item Level Permissions: The differences in Item Level Permissions between the selected sites or lists will be analyzed as part of the compare.

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NOTE: Permission comparison may require extended periods of time depending on the amount of content and permissions

Include Group Membership: The differences in the Group Memberships between the selected sites or lists will be analyzed as part of the compare.
 
User Mapping: This option should be used in the event that a mapping file was used during the initial copy from source to target. This is especially useful if you have mapped accounts from source to target.

6.The Live Compare results will be loaded in the Live Compare window, where you can now copy items from left to right and vice versa.

Load Compare Report

The Load Compare Report option allows users to select a completed Full Compare report and display its results in the Live Compare viewer where a user can drill down into any object type to compare or re-compare that object against its counterpart on the other side. The "Copy from..." buttons can be used to initiate a copy operation from one side to the other.

To load a compare report do the following:

1.In the Migrator tab, select Live Compare from the Sites section.
Live Compare 2

2.At the bottom of the Live Compare window select Load Compare Report. This will open your computer's explorer.
Live Compare 10

3.Locate the Live Compare .csv file you wish to load. Click Open.
Live Compare 11

4.This will open the Select Site screen. Select one of the sites from the original full compare .csv file  and click Connect.
Live Compare 4

5.Select the site or sub-site that you want to compare and press the Finish button.
Live Compare 5

6.Repeat steps 4 and 5 for the second site from your full compare .csv file for comparison. Once you have completed these steps the full compare .csv file will be loaded into the Live Compare window.

7.You can now copy items from left to right and vice versa.

Copy Lists and Libraries

The application can copy entire lists and libraries from one site to another.  There are four different methods to copy sites:

Copy and Paste with lists and libraries preloaded into the Navigator Pane

·Copy and paste method using the right click menu.

·Copy and paste using the "Clipboard" section's Copy and Paste buttons.

·Drag and Drop method - literally selecting the list or library and dragging it over to the destination list or library.

Copy and Paste without loading lists and libraries in the Navigator Pane

·Copy using the Copy button within the List/Library section of the Migrator tab.

Copy Lists and Libraries Loaded in the Navigator Pane

Entire lists or libraries may be copied from one site to another. In order to copy a list or library from a site that has already been loaded into the Navigator pane follow these instructions:

1.In the navigator pane, locate the lists 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 lists there are several ways to identify the destination location you can either drag and drop the items in the source destination, or you can use one of the following copy and paste methods:

·Right Click Menu
Migrator copy lists and libraries 1

·Copy and Paste buttons in the Migrator Ribbon
Migrator copy lists and libraries 2

3.The application will bring up the List Migration Wizard. If you have selected multiple lists or libraries for migration to a site continue to the next step, if you have selected a single list or library for migration, continue directly to step 5.

4.On the Copy Lists/Libraries page, select the lists/libraries that you wish to migrate to your target site. Click Next.
Migrator copy lists and libraries 3

5.On the Parameters page, specify any options you wish to include as part of your migration. Once you are satisfied with the settings, click Next.
Migrator copy lists and libraries 4

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NOTE: In order for Nintex Forms to be copied over successfully, you must first preconfigure Nintex forms on both the source and target, or the copy forms portion of the migration will not work.

6.The Summary page will provide you with a thorough overview of what you are about to copy over. If you are satisfied with the settings for your list copy, click Finish.
Migrator copy lists and libraries 12

7.Migrator will begin the process of copying the selected content and provide feedback via a status window. In the event that some type of error occurs during the operation, a report will be provided with a detailed description.

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