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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


Over the lifetime of the product many options and choices have been included to enable fine control over specific operations. Upon installation, the options are pre-selected with the most common settings. Users always have the option to modify these settings prior to commencing an operation, but they are automatically returned to the default state the next time the operation is run.

In some cases, users need the ability to adjust these settings or create "profiles" that contain selections for common operations that are appropriate for them. Profile Manager is the tool which allows you to create such profiles. Users may alter default profiles or create new ones. The profiles may then be selected during the corresponding operations, allowing the user to set all appropriate options at one time.

Profile Manager

The Profile Manager is accessed from the Help Ribbon.
Profiles and Global Variables 1

When selected a window is generated that contains a list of operations for which profiles are supported.

profile manager 2

Selecting an operation displays a profile name along with a list of available options. By default the selections in the profile correspond to "out-of-the-box" functionality.


NOTE: The shown options are unique to each operation and are not inherited to higher level operations (e.g. changes to item level profiles are not inherited by list or site level profiles).

There are a variety of capabilities available to the user:

·Creating New Profiles - Users can create new profiles for each operation by selecting the Create New Profile button.
Profiles and Global Variables 5
The user will be prompted to enter a profile name and save it
Profiles and Global Variables 8
Then the profile will be created with the out-of-the-box options preset.

·Modifying Profiles - Users may select any profile from the drop down list and make modifications.
Profiles and Global Variables 6
Pressing the Apply button will save these changes.
Profiles and Global Variables 7

·Deleting Profiles - Profiles may be removed by selecting the profile from the drop down list and then pressing the Delete button.
Profiles and Global Variables 9


NOTE: that the default profile may not be deleted.

·Changing the Default Profile - The "Default Profile" has the convenience of being automatically selected when an operation is initiated. The default profile designation may be changed by selecting any profile from the drop down list and then checking off the "Use as Default" option.
Profiles and Global Variables 10

·Reset to Default Values - A profile may be returned to the "out-of-the-box" settings. This is done by selecting any profile from the drop down list and then pressing the Reset to Default Values button.
Profiles and Global Variables 11

Hyper Migration/Backup

This section of the Profile Manager contains all the options for managing Hyper Migration and Hyper Backup settings.

In order to access the Hyper Migration section, do the following:

1.From the Help tab, select Profile Manager.
Profiles and Global Variables 1

2.Within the Profile Manager window, select the Hyper Migration/Backup tab from the left hand menu.
profile manager 2

For an overview of the function, select the Profiles and Global Variables 3 button beside the respective variable.

OAuth Framework Authentication

In order to use OAuth Framework Authentication, you must have Metalogix Essentials installed on the tenant where you plan to use OAuth.

To enable OAuth, do the folllowing:

1.In Essentials, select that Help tab, and then click Profile Manager.

2.Select Hyper Migration/Backup from within the Profile Manager and scroll down to the "Oauth Options" section.

3.Enable Oauth by selecting the box, and providing your Azure Portal Admin and Password.

4.Click the Authenticate App Manually button, this will open a dialogue box where you must copy the URL and paste it into your browser. This opens a Microsoft "Enter Code" screen.

5. Select the code from the same dialogue box (in the previous step), and paste it into the Enter Code section of the browser page. Click Next.

6.Select the account you wish to use.

7.Give the app permissions.

8.Once you have completed the above steps, the App is added and you will not need to repeat this process every time you use OAuth.

9.Once the App has already been added, and consent has been granted, you will see the following note in the Essential's Profile Manager "OAuth has been already set up for this tenant"  


NOTE: Note that app must added to all tenants if you want to use OAuth (source and target tenant)


Users will be able to see if Oauth is being used:

·It will be indicated on the connection wizard

·It will be indicated on Hmigration/HBackup tabs and Log


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