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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

Preserving Content Authorship and Approve/Reject Statuses

Essentials Migrator allows you to preserve core authorship properties during any tagging and copy/move operation without any additional software or agents.


NOTE: The user executing the migration must be a site owner in the target environment in order to retain created/modified properties.

For lists with Content Approval enabled, an option is provided to either retain the created/modified properties or the content approval status. To access this option do the following:

1.Select the Help tab in Essentials, and choose Profile Manager from the top ribbon.
orphaned user copy

2.In the Profile Manager, select Copy List or Copy Site from the left hand pane. Scroll down to Authorship and select your choice of Authorship from the drop down list provided.

3.Click Apply to apply your changes before you close the Profile Manager window.


NOTE: By installing the optional web service, you can preserve both created/modified properties AS WELL AS content approval status. The default behavior is to have either one or the other. This is the only behavior in Office 365 or hosted environments where the web service can't be installed.

There are several scenarios where created/modified properties may not be preserved.  Here is a list of these scenarios.

·Some created/modified by accounts are not preserved, while created/modified information is retained - this indicates that the users do not exist or are disabled in the target environment's Active Directory.  A listing of these users can be generated using Security Manager.  You may remap these users to other accounts using the User Mapping feature.

·Created/Modified properties are not preserved for minor versions of items in a versioned list - this is due to a limitation in SharePoint APIs.  Where possible, users may choose to install the Essentials web service to resolve this issue.

·Created/Modified properties are not preserved when migrating to certain service pack versions of SharePoint 2007 -  this is due to a limitation in SharePoint APIs.  Where possible, users may choose to install the Essentials web service to resolve this issue.

Save Site to XML

When a site or site collection is loaded into Essentials, a great deal of information is cached by the product. Occasionally users need to re-purpose that information for other needs. The "Save Site to XML" functionality provides a facility for exporting this information into a commonly used format.

1.Right-click on the site you wish to save and select the Save Site to XML option from the provided menu.
save site to xml

2.Enter a location to store the file in the provided field. Secelt Finish to complete the operation.
save site to xml 2

Using Scripts and Integration With Windows Task Scheduler

As with many of Metalogix Essentials operations, users may generate a command line script by pressing the Generate Script button (refer to Scripting Reference Guide for additional information).  For repetitive operations like backups, the application has been integrated with Windows Task Scheduler (WTS).  WTS allows users to run jobs on a schedule, in the background, even if no user is currently logged into the computer.  

Once a script is executed, the history will be available in the log viewer.  Unless specified in the script all history files will have auto-generated file names as a unique string of numbers. The path to all log files is: C:\Users\[UserName]\Essentials\.metadata\appLog.

To create a new script and load it into Windows Task Scheduler:

1.Press the Generate Script button within any of the Essentials wizards.
Using scripts1

2.The Command Line Script window will open, displaying the script for that wizard action. Press Copy to Clipboard.
using scripts2

3.Open Windows Task Scheduler and select the Create Basic Task option in the Actions panel.
using scripts3

4.Give your task a name and a description, click Next.
using scripts4

5.Select when you would like the task to start, click Next.
using scripts5

6.Set a start date and time, and how many days you would like the task to continue for. Click Next.
using scripts6

7.Leave the Action selection as "start program" and click Next.
using scripts7

8.In the Program/Script field, paste the script you copied to the clipboard in step 2. Click Next.
using scripts8

9.On the summary page, click Finish.


Profile and Global Variables

This section provides an overview of Profile and Global Variables.

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