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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

Uploading Outlook Content to SharePoint

Essentials Public Folders tab allows you to upload entire e-mails or public folders into a SharePoint Site, or individual items into a specific list or library.

Uploading E-Mail/Public Folders into SharePoint

This option is appropriate for users who wish to import an entire e-mail or public folder into its own list or library. This option also allows for the upload of multiple email and public folders to SharePoint while creating a dedicated list for each in SharePoint. One advantage of using this option is that the application will automatically create an appropriate list or library in SharePoint (e.g. Libraries for e-mails, Calendar Lists for Calendars, etc).

1.Start by identifying and selecting the e-mail or public folder in My System area that needs to be imported into SharePoint.

2.Copy/Paste, Drag-and-Drop, or Upload Using CSV  to your target SharePoint environment in the Navigation area. You can also use the options in the ribbon to initiate the Copy/Paste and Upload Using CSV functions. Please see Copy E-Mail/Public Folder Conent Using CSV for more information.

3.You will be prompted to choose the name of the new list (default is the e-mail folder name). Enter a new name or press okay to continue.

4.The remainder of the process is described in the Copy, Move, and Tag SharePoint Content section. Please refer to these sections for additional information.


NOTE: If you need to copy the permissions of the public folder from Outlook to SharePoint, you will need to check off the box next to "Copy Folders Permissions" under the "Advanced Options" section of the Tagging/Copy Content Wizard. Please refer to the Outlook Permission Mapping section for additional information.


Uploading E-mail Items into SharePoint

This option is more appropriate for users looking to selectively upload e-mail or public folder items into a specific SharePoint list or library.


NOTE: Emails uploaded into a library will stored as .msg files.  E-mails uploaded into a list, will generate an item and the e-mail will be stored as attachments to this item.  

1.In the My System area, double-click on the e-mail or public folder containing the items to be imported. The content of the folder will be displayed in the Content area.


NOTE: This process may take some time depending on the amount of content in the folder.

2.Select the items that need to be copied.


NOTE: This content area contains filtering and column sorting capabilities to help identify the required content.

3.The remainder of the process is described in the Copy, Move, and Tag SharePoint Content section. Please refer to these sections for additional information.

Copy E-Mail/Public Folder Content Using CSV

This option allows the user to create a CSV file that will copy e-mail and public folders objects located within Outlook. 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."


NOTE: This option is only available with licenses that include Migrator, File Manager  or Public Folders modules.

1.Follow the instructions in the Uploading Outlook content to SharePoint section.

2.Prior to pressing the Finish button select the Create CSV File for Uploading/Copying Files.

3.Press the Finish button.

4.Enter the location and name of the CSV file in the provided dialogue and press the Create button. The CSV file will consist of the following columns: Please reference CSV Column Reference Guide for additional information

5.Once you finish working with your spreadsheet we are ready for the last stage of the process. The ability to Upload/Copy Content Using CSV is available at any library or folder right-click menu. Identify the destination for your files and select this option.

6.Next the Open File for Import screen will be generated. Enter the location of your .csv file.

7.The contents of the file will be loaded in the space provided below. You may stretch and scroll the screen to view the contents.

8.You may check individual items or the Check All button at the bottom to select everything. In addition if you are using a custom character set select it in the provided field.

9.To start the copy process, press the Finish button.


NOTE: When copying email/public folder content using CSV, Outlook permissions can be mapped to SharePoint permissions by checking off "Copy Folders Permissions" under the "Advanced Options" section. Please refer to Outlook Permission Mapping for additional information.

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.

Outlook Permission Mapping

The application maps Outlook permissions to SharePoint permissions when migrating public folders to SharePoint.

Permissions are mapped as follows:

Outlook Permission

SharePoint Permission Level

Can Delete Own

Full Control


Full Control

Publishing Editor

Full Control


Full Control

Publishing Author

Full Control


Full Control

Non-editing Author

Full Control


View Only


Full Control


View Only

Can Create Items

Full Control

Can Create Sub Folders

Full Control

Can Edit All


Can Edit Own


Can Read Items


Permissions can be mapped when copying objects from Exchange public folders and email inboxes directly in multiple ways including CSV spreadsheets and command line scripting. This works for both item and folder level copy.


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