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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

Converting Old Admin Projects

Due to a significant update made in the both the data collection and presentation process, the format in which the data is stored needs to be changed as well.  Any Admin projects created prior to the Februrary 23, 2015 version will need to be converted.  This is a one time operation and any project already converted or any new project created after this point will be stored in the newer format and therefore the conversion will not be necessary.

The conversion process is fully automated and very simple to accomplish following the steps below:

1.When accessing an older format that needs to be converted the tool will prompt you with the dialog below.

2.Click Yes to proceed.

3.The conversion process will begin, depending on the amount of data it may take anywhere from a few seconds to a few minutes to complete.

4.When the conversion is complete, you will receive a confirmation message and you can now load the project as usual.

User Impressions

User Impressions is a view in the Service Manager application (license required) that displays information about a specific user's consumption and usage across various services within their Office 365 tenant.  More than just a view, some parameters can be edited and all information can be exported to an Excel file or generated using a script.

To generate a User Impression, please follow these steps:

1.Open any view that contains the user whose impression needs to be generated (for example, Office 365 Users)

2.Select the user, right click and select User Impressions.
user impressions 1

3.Enter your Global Admin user and password in the browser popup when it appears and click Sign In.

4.After a few moments, the User Impression should appear populated with this selected user's information.

You may also generate the User Impression report using a Script or Schedule by clicking the appropriate button at the bottom of the dialog.  Due to the APIs that are used, it is recommended that you use the Generate Script function on this dialog first, so the required refresh token can be made available.  Once the refresh token is available, it can be used for all other User Impression scripts until it expires (approximately 6 months).

metavis -cmd impressions -userLogin -refreshToken AQABAAAAAADRNYRQ3dhRSrm-8K-adpCJnUq4kfSrydu9vNSAg6gs6fbCYFr5RKd776shS5nlLxbJAGHKAv-06UIfkH0qY1vNVIRSnyDtl7i3QHoZhe2CunEBlAy85-BfdiobXEKL6pTxzoZ1FW049-dkvdvXc0gJG0N-eqNG8FDezEMX4EL3hO3mtjI4bNhOQm2eJ41i7Cb21BhtWIy12NpiipPH9x5LXqndsVvh5cRwN1AjCggyCkzNiyHKfCxo6b7QQpH0tz4Fmbo3QjLoHFPQ6zk7xkgzkMF6gv_V-phMIa2kyqTSsxJe1lgIGuBw3MiPuHbH8g0qulDkt0liII3CHAj1-vN0HglaUWbI3hytcI_lVK2VYKlITaBv1MALjVHut5lFpsLpLkIKPiJxz8HoNxXUKr9lEtt5MSZ9ZcYmHzyFOS3xrc1U_kkj4aNANjcWkIRhxMdt_OhVvZl5F7ew2RVTCNU4x-5FBs-N0o_X3AW6QA98NGMq8nY0lLW2AoCiXgkq2XUjxIddvq7B9nL4GmCNMBtPABGhQGc3XNVm-FjfDS5gKbfm1fejPxE0c1YreSzOV8Ku5p79a0gvOFmaNL7m1UV-QWU_wR_I20NdJCi50eRIDsnU9H1CUppag27ci6ml3ubZUZ_S3FdyZQmFyCbzNmouSA7BHMHqNsdTRm4z_tjlJG_HF3XcS77OrGrhu8zPnB4gAA -path "C:\Output\userImpression.xlsx" -srcuser "" -srcepass "encryptedPassword" -log 'C:\Output\output.xml' -noSplash

The browser authentication and refresh token for scripts is required for the Group Membership information.  If you choose to not provide either, the User Impression will still be functional but it will not contain Group Membership information.

More than just a view, some functionality is provided to edit or update certain values.  If text is written in blue font, there is a drop-down arrow, an Edit icon or Remove/Delete icon, you may select any of these to perform an update to this parameter.  When the value has been modified from its original, the following visual indicators will be present:

·If a text or choice field has been modified, the label will appear in bold font

·If a user(s) has been added to a group or been granted permissions, their name will appear in green font.

·If a user(s) has been removed from a group or had permissions revoked, their name will appear in red font.

Once all changes have been made, please click the Finish button to update the required Office 365 services or Cancel to close the dialog without making any updates.



Metalogix Architect Suite visualizes a SharePoint environment through two-dimensional graphical diagrams. Architect is functionally integrated with SharePoint and thus the interface includes many aspects that simplify and enhance SharePoint functionality.

Interface Overview

In order to access the Architect tab, you must click on the Arrows next to the Help tab, at the end of the top panel, and select Architect from the dropdown list.

New Tabs architect

The application consists of four primary panes, the (1) Navigator, (2) Diagram Area, (3) Outline and (4) Properties and Information Tabs.
Architect 1
The picture above represents the default arrangement for these panes.


NOTE: We believe that this arrangement will be ideal for most users and do not recommend changing these around.

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