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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

Running_an_Activity_for_Different_Source_and_Target_Sites - Metalogix Desktop User Manual

Occasionally the same activity needs to be run repeatedly for multiple targets and sources. There are two ways to accomplish this in Change Manager. A spreadsheet (.csv) may be used to itemize source and/or target sites and then imported directly into the Activity. The activity may then be scheduled and run as any other, but the source and/or target environments will be obtained from the imported CSV. This functionality is described in this section.

Alternatively, an activity may be run immediately with a user created .csv spreadsheet. This functionality is discussed in the Run Now Using CSV section.

The feature can be added or modified in two places. During Activity creation a Use CSV to Run Activity option is available. In addition the same option is available from the Properties screen.

STEP 1.  Select the Use CSV to Run Activity option.

STEP 2.  A drop-down box will be enabled allowing the user to select an existing imported CSV. You have three options here. You may select a list and continue. You may add a new CSV list or select a list and edit the settings.

STEP 3.  If Add or Edit is selected a window similar to the one shown here will be displayed. When creating a new CSV import, enter a name to identify the selection.

STEP 4.  Press the - button and select the location of your CSV file. A list will be imported and shown below.

STEP 5.  Check-off the rows containing sites that should be included.

STEP 6.  If a single column of URLs is loaded, you must also select whether the loaded list should be used for source or target sites.

STEP 7.  Select the "Prompt for login if unable to connect to site" to pause a running activity when the system is unable to connect to a specified site. If this option is not checked, the system will automatically continue on to the next site and log an error.

STEP 8.  Finally press Save button to commit the changes (or Delete to remove the entire CSV list).


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