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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

Copy and Tag SharePoint Items Using CSV

This option allows the user to create a CSV file that will copy files located within SharePoint rather than in a file system. A typical scenario for this is to copy many files but with unique metadata changes for each file. This can be done by creating and modifying the CSV file and then using the Upload Copy Content Using CSV option.

1.To execute this operation follow the instructions in the Copy, Move, and Tag SharePoint Content section. Don't forget to select the "Create CSV File for Uploading, Tagging or Copying files" option on the final summary page of the wizard. Click Finish.
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2.Enter the location and name of the CSV file in the provided dialogue and press the Create button. Please reference CSV Column Reference Guide for additional information.
migrator copy items 13

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NOTE: You can change the separator used in the CSV to a semicolon by going into the "Global Variables" section of Profile Manager. For more information on using Profile Manager, please see the Profile Manager section.

3.In order to upload/copy content using the CSV you just created, you need to select a Library or Folder from within the Navigator Pane and right-click. Select "Use CSV to..." and then select Upload/Copy Content from the right-click menu.
migrator copy items 14

4.In the Upload or Copy files using CSV wizard, identify the destination of the CSV file created in step 2.  
migrator copy items 15

5.Select the Source SharePoint Sites from the list that your CSV provided. You may check individual items or the Check All button at the bottom to select everything. Click Check Connection to check the connection to the source sites.
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6.Specify any options you wish to include as part of your migration. Click Finish.
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NOTE: When copying/tagging a library with versioned documents, using the CSV will apply the information entered for the file to each of the versions. 

Copy of items using CSV is available in the following suites:

·Architect Suite

·Migration Suite

·Office 365 Bundle

Copying items via CSV is also available in the following standalone products:

·Migrator for SharePoint

·Change Manager

Copy Alerts

The Alerts Collector must be installed and running on your source SharePoint server.  The software will extract all alerts from the selected Web Applications or Site Collections into a CSV file.    

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NOTE:

· In order to copy alerts, additional software called Alerts Collector is required. If you need this software, please open a support ticket using the Contact Support button located in the application's Help tab.

·Hosted or Office 365 source environments are not supported.

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Collecting Alerts

1.Download and run the Alerts Collector Application.  It may take a few minutes to retrieve your farm structure.

2.A window will appear requesting to specify a CSV file name and destination.  

3.Select the Web Applications or Site Collections of the Alerts to be extracted.

4.Once satisfied with your selections, click OK and upon completion a 'Success' window will appear. Select OK and the application will close.  

The CSV file that is generated must be accessible to the migration software.  If your application is installed in a different location, copying the file to that location is advisable.

Importing Alerts

The relative location of the alert is defined in the CSV file and should match the target site and list structure. Be sure to review this file in Excel (or another editor) and verify that the target site/list structure matches the source, if it does not then update the CSV accordingly.
 

Since certain alerts are designed to notify users each time content is created or updated, it is recommended that importing of alerts should be done after the migration process is complete.  Otherwise users can potentially be overloaded by notifications.

The Alerts Copy option is disabled by default to reduce confusion.  To enable this feature do the following:

1.Navigate to Help tab, select Profile Manager.
Migrator copy alerts 1

2.Within the profile manager window, go to the Global Variables tab. Set the "Enable Copy Alerts" setting to "True".
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The advised method for importing alerts is post-migration.  To do this follow these steps:  

1.Locate and right click on the target Site/Site Collection in the Navigation Pane.

2.Select the Use CSV to...> Import Alerts.

3.In the provided window, select the File Location for the CSV file.

4.Select the source site from which the Alerts will be copied and follow the wizard for more options.
Alerts

5.Press Finish to start the import process.
 

Alternatively, the Import Alerts function can be combined with a site copy.​

1.​Follow the standard Copy Site process.

2.From Advanced Options area select Import Alerts from CSV.
Alerts-Site

3.Press the Load button next to the option and select the CSV file.

4.Follow the remainder of the Site Copy process to begin the import.

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