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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

Copy Lists and Libraries

The application can copy entire lists and libraries from one site to another.  There are four different methods to copy sites:

Copy and Paste with lists and libraries preloaded into the Navigator Pane

·Copy and paste method using the right click menu.

·Copy and paste using the "Clipboard" section's Copy and Paste buttons.

·Drag and Drop method - literally selecting the list or library and dragging it over to the destination list or library.

Copy and Paste without loading lists and libraries in the Navigator Pane

·Copy using the Copy button within the List/Library section of the Migrator tab.

Copy Lists and Libraries Without Loading in the Navigator Pane

Entire lists or libraries may be copied from one site to another. In order to copy a list or library from a site that has not been loaded into the Navigator pane follow these instructions:

1.Click the Copy button within the List/Library section of the Migrator tab.
Migrator copy lists and libraries 6

2.The application will bring up the List Migration Wizard, starting with the Source Site Selection page. Specify the Parent Site/Site Collection URL, or select one from the drop down list. Click Connect.
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3.Select the source site from which you wish to copy your list. Click Next.
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3.On the Copy Lists/Libraries Selection page, select the lists/libraries that you wish to migrate to your target site. Click Next.
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4.On the Target Site selection page specify the site to which you will be migrating the list. You can do this by either entering a Parent Site/Site Collection URL, or selecting one from the drop down list. Click Connect.
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5.Select the target site to which you wish to migrate your list. Click Next.
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6.On the Parameters page, specify any options you wish to include as part of your migration. Once you are satisfied with the settings, click Finish.
copy list library 01

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NOTE: In order for Nintex Forms to be copied over successfully, you must first preconfigure Nintex forms on both the source and target, and must select Copy Forms in the Copy List/Library wizard, or the copy forms portion of the migration will not work.

7.Migrator will begin the process of copying the selected content and provide feedback via a status window. In the event that some type of error occurs during the operation, a report will be provided with a detailed description.

Copy Lists and Libraries Loaded in the Navigator Pane

Entire lists or libraries may be copied from one site to another. In order to copy a list or library from a site that has already been loaded into the Navigator pane follow these instructions:

1.In the navigator pane, locate the lists you wish to copy. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.

2.After you have selected the source lists there are several ways to identify the destination location you can either drag and drop the items in the source destination, or you can use one of the following copy and paste methods:

·Right Click Menu
Migrator copy lists and libraries 1

·Copy and Paste buttons in the Migrator Ribbon
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3.The application will bring up the List Migration Wizard. If you have selected multiple lists or libraries for migration to a site continue to the next step, if you have selected a single list or library for migration, continue directly to step 5.

4.On the Copy Lists/Libraries page, select the lists/libraries that you wish to migrate to your target site. Click Next.
Migrator copy lists and libraries 3

5.On the Parameters page, specify any options you wish to include as part of your migration. Once you are satisfied with the settings, click Finish.
copy list library 01

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NOTE: In order for Nintex Forms to be copied over successfully, you must first preconfigure Nintex forms on both the source and target, and must select Copy Forms in the Copy List/Library wizard, or the copy forms portion of the migration will not work.

6.Migrator will begin the process of copying the selected content and provide feedback via a status window. In the event that some type of error occurs during the operation, a report will be provided with a detailed description.

Copy, Move, and Tag SharePoint Content

SharePoint uses three primary methods for categorizing content:

·The hierarchy of sites, lists and folders (which is similar to how file systems store files in folders) and;

·Metadata (via content types and fields) to ‘tag’ or classify content for find-ability and filtering.

·AutoTagging (via fields) to automatically 'tag' or classify documents by their contents. For more information about AutoTag see Field Value Selection Screen.

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NOTE: Auto Tagging is not available to Power User products.

Essentials has been designed to categorize content in bulk by leveraging one or all of the above mentioned methods. This section will walk you through the process of re-locating content to specific site collections, sites, lists and folders. You may also re-classify your content during the copy/move process. In combination, both processes significantly reduce the burden of organizing your content and making it easier to locate within the SharePoint environment.

1.In the navigator pane, locate the lists containing the content you wish to move or copy. Double-click on the list to load its contents into the Contents pane. If the site containing your content is not available in the navigator pane, follow the instructions for Connect to SharePoint.

2.From the list of items in the List/Library Contents pane, select all the items that you wish to transfer to a different location. Hold down the CTRL key to select multiple individual items or SHIFT key to select multiple consecutive items.
migrator copy items 1

3.After you have selected the source list of items, there are several ways to copy and paste the items:

·You may simply Drag-and-Drop the items to the target.

·You can use the Copy option in the right click menu.
migrator copy items 2
This option would require you to right click on the destination folder within the Navigator, and select Paste from its right click menu.
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·You can use the Copy and Paste buttons in the Clipboard section of the Migrator tab.
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·You can use the Copy To... option in the upper right hand tab of the Content's pane.
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·You can use the Copy To... option in the right click menu.
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4.Once a user has copy and pasted an item to a destination, or selected the "Copy To..." option, the Tagging/Copy Content Wizard appears. On the Location screen verify or change the site and list target location. Click Next.
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5.The Wizard will generate the same Properties window that is used for the tagging process. Please follow the instructions in the Classification Properties Screen section and the Field Value Selection Screen if you wish to re-classify your content at the same time as migrating it. Once this is done press the Next.
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6.The Summary page has an Advanced Options area, specify any options you wish to include as part of your migration. On this page you can also select the "Create CSV File for Uploading, Tagging or Copying Files" option - this option is described in detail in this section. Once you are satisfied with the settings, click Finish.
migrator copy items 11

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NOTE:

·For Migrator Version, in the event any errors are thrown, you may reprocess any failed items after resolving the underlying issues.

·For lists with Content Approval enabled, an Approval Status field will be displayed.  This field can be used to bulk approve/reject selected content.

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