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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

Import Policy Group

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

1.Select a Policy Group and click the Import button located in the ribbon.
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Alternatively, you may right click on any Policy Group in the Informant area and select the Import option.
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2.On the Import Policy Group screen, select the policy group file you would like to import into the Informant area.  

info

NOTE: Policy Groups are imported in .pack file format.

3.The Policy Group will be imported and displayed under the Policy Groups tab in the Informant area.

Export Policy Group

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

1.Select a Policy Group and click the Export button located in the ribbon.
exportpolicygroup1
Alternatively, you may right click on any Policy Group in the Informant area and select the Export option.
exportpolicygroup2

2.On Browse for Folder screen, select the folder location that you would like to Export the Policy Group to.
exportpolicygroup3

info

NOTE: Policy Groups are exported in .pack file format.

3.A confirmation dialog will appear after the export is complete.  Click OK.
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Scripts

This section provides an overview of the ways in which Scripts can be used to manage certain product functionality for Essentials.

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 run, 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\.metscheadata\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.
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4.Give your task a name and a description, click Next.
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5.Select when you would like the task to start, click Next.
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6.Set a start date and time, and how many days you would like the task to continue for. Click Next.
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7.Leave the Action selection as "start program" and click Next.
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8.In the Program/Script field, paste the script you copied to the clipboard in step 2. Click Next.
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9.On the summary page, click Finish.

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