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Metalogix Essentials for Office 365 2.7 - User Guide

Copyright Tool Overview
General Tool Configuration Profile Manager Proxy Mode Azure Turbo and CSOM Creating User Mapping Creating User and Template Reports Support and Troubleshooting Activation Modes of Migration
Home Tab Migration Analysis Tab Migrator Tab
Interface Connect to Resources Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts In-Place Tagging of SharePoint Items Incremental and Delta Copy Forms Migration Workflow Migration Save Site to XML
File Manager Tab Drives Tab
Interface Overview Migration Job Structure Connecting to Resources Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox Nintex Deployment
Security Manager Tab Term Store Manager Tab Administrator Tab Backup Tab
Interface Overview Backup Job Structure Advanced Search Retention Policies Storage for Backup Import/Export Backup Archives Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper vs Classic Backup Setup Hyper SharePoint Online Backup Hyper OneDrive Backup Hyper Office 365 Groups Backup Smart Backup Classic SharePoint Online Backup Classic OneDrive Backup Classic Office365 Groups Backup Classic Mailbox Backup Change Properties for Backup Admin Management Scheduling Backup Jobs Backup Project Conversion
Help Tab View Tab Architect Tab Public Folders for SharePoint Tab Informant Tab Scripts Appendix About

Create a Policy Group

There are several different ways to create a Policy Group. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Create within the "Policy Groups" section.
informant policy group
Alternatively, you may right click on any Policy Group or Rule in the Informant area and select "Create Policy Group".
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2.Once the Create Policy Group screen opens, name your new Policy Group. Click Finish.
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3.Your new Policy Group should now be displayed in the Informant Area under the Policy Groups tab.
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Create a New Rule

There are several different ways to create a new Rule. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Create within the "Rules" section.
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Alternatively, you may right click on any Policy Group or Rule in the Informant area and select "add rule" and then select a template.
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2.Once the Create Rule window appears, enter a name for the Rule.  This can be a description of the condition or action that the Rule performs.
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3.Use the drop down menu to select a category of condition. There are multiple categories to choose from in the drop down menu - Conditions: File Properties, Permission conditions, PII conditions, Site conditions, Regexp based conditions.
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4.Once you have selected a category of conditions, specify the If condition, and the action by highlighting the condition of your choice and clicking Add condition, and highlighting the action of your choice and clicking Add action. These will define the If... and Do the Following... parameters of your rule.
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5.Click the highlighted text of your conditions in order to set specific parameters for your conditions.
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6.You may also use the Formula drop down menu to specify Default (AND), Default (OR), or CUSTOM for combining rules.
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7.To create the new Rule, press the Finish button.  

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NOTE: to create a new Rule, you must define at least one condition and at least one Action.

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Use a Policy Group

There are several different ways to Use a Policy Group. Here are the basic guidelines for this process:

1.In the ribbon, under the Informant tab, select Use within the "Policy Groups" section.
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Alternatively, you may right click on any Policy Group in the Informant area and select the "Use Policy Group" option.
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2.Once the Use Policy Group properties screen appears, use the Resource Type drop down in order to select the source data that will use the policy group.  There are multiple source data locations to choose from in the drop down menu: File System, SharePoint Site, SharePoint Site Collections, OneDrive for Business, and CSV report.
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NOTE: to use a policy group against the CSV report data source, a policy group must have been run and produced the CSV report prior.

3.Populate any connection options (ie SharePoint site) and necessary user credentials and select the specific location in the data source you would like to use the policy group against.  Then click Next.
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NOTE: Backups can be scripted and scheduled using the Generate Script button. Please refer to the Scheduling section below.

4.Optionally, choose to use the policy group against an Incremental Scan using the checkbox.  If this option is selected, you will need to specify the incremental date to use the policy group against.
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5.To use the policy group with the specified settings, press the Finish button.

Importing and Exporting Policy Groups

This section will demonstrate the steps required to import and export a policy group.

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