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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

Permission Requirements

In order to run the Essentials application, you can use a regular user logged into the workstation, or you can run the program as an Administrator.
However, you must run the tool as an Administrator when changing settings in the memory management section of the Profile Manager (located on the Advanced tab of the Profile Manager), or when using the automatic updates feature.
 

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NOTE: When running the tool as an Administrator, you may not be able to see your network drives or mapped drives in the connections section. This may occur because the connections were set up while in regular user mode, so when the tool is launched as an admin, the admin user does not have access to the connections.

To resolve the issue in the above note, do one of the following:

1.Do not start the tool as an administrator, and insure that no settings are applied by default.

a.Navigate to the Properties for the Essentials.exe
permissions requirements 7

b.Ensure that under the Compatability tab, "Run this program as administrator" isn't selected.
permission requirements 8

2.Run the Registry Editor (regedit.exe), and locate the following key:

HKEY_LOCAL_MACHINE/SOFTWARE/Microsoft/Windows/CurrentVersion/Policies/System

 

Create a new DWORD(32) with the name EnableLinkedConnections and value 1 and reboot.
permissions requirements 2

 

In the event that the tool only successfully launches when run as an admin, this could be occurring because the non-admin user that is launching the tool does not have permissions for the installation folder, to the run tool components, or to the workspace.

This may be caused as a result of various windows security settings and configurations. To resolve this issue, add the non-admin user, directly to the folder security settings.

1.Navigate to the folder that contains the Essentials Tool installation folder. Right click and select Properties.
permissions requirements 9

2.Navigate to the Security Tab, and select Edit group and usernames.
permissions requirements 10

3.Select Add and add the non-admin user.
permissions requirements 11

Key Features

üSingle-hop migration to the cloud

üComprehensive migration and content management

üPre-migration analysis

üPost-migration validation

üLifecycle management for Office 365

üActionable reports

üSingle, extensible platform

üIntuitive user interface (UI)

üConsolidate content into Office 365

üAutomate administrative tasks.

üPrevent administrative overload

üReallocate unused licenses.

üMaximize the utility of available Office 365 services.

üSupport Chinese and GCC High Tenants.

Automatic Updates

Auto-Updates is a feature available within Metalogix Essentials that allows users to have updates, that are made to the application by our development team, automatically installed on their machines. This feature can be disabled or enabled, as per your personal preference.

When starting up the Essentials program as an administrator, the Product Update Manager will pop up when new updates are available. You can choose to install the update, or decline to do so.
 
product update manager 1

 

You can also access the auto-update feature through the Help tab within the product by selecting Check for Updates.
 
product update manager 2

 

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NOTE: The Auto Update feature is not supported for versions below 2.3

 

Disabling and Enabling Automatic Updates

The auto-update feature can be disabled in the Product Update Manager by selecting the "Disable tool automatic updates".
disable auto-update1

The auto-update feature can also be disabled in the Profile Manager by doing the following:

1.On the Help tab of Essentials, click Profile Manager.
disable auto-update2

2.Navigate to the Advnaced section of the Profile Manager, and setting the Enable Automatic Updates feature to "False" to disable, and "True" to enable.
enable automatic updates 3
 

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