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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

Email Subject and Message Configuration

This section allows you to customize the message that is sent as well as the default recipients.  The configuration allows for plain text, HTML tags and "placeholders" to be used in the delivered emails.
configure email Server 8

The Recipients will be the list of recipients that will be displayed in the various forms throughout Essentials. You can enter multiple names, separated by a comma
configure email Server 10

The Subject will be the subject field of the delivered email notification.
configure email Server 11

The Body will be the main message in the body of the delivered email notification.
configure email Server 12

You can now send a test email by selecting the "Send Test Email" button.
configure email Server 13

Available Placeholders

Below is a list of placeholders that will be substituted by the application during the delivery of each email notification.

Placeholder

Description

{project:name}

will be replaced by the Project Name as defined in the Essentials Navigator

{Azure/CSOM}

will indicate whether the migration/restore was done via CSOM - CSOM or Azure Turbo - Azure Turbo.

{State}

will indicate the project state - Success, Paused, or Failed.

{hostname}

will indicate the computer host name

{summary}

table of results

{operation}

will be replaced by the operation name, for example "Backup".

{time}

will be replaced by the current time.

{login}

will be replaced with the login or email of the user logged in that performed the operation.

{attachment:log}

will attach the Essentials operation log file in .xml format.

{attachment:log:zip}

will attach the Essentials operation log file in a zip archive.

{attachment:log:path}

will be replaced by the path to the log file in the Essentials workspace.

{attachment:report}

will attach the Essentials output report file in its original format.

{attachment:report:zip}

will attach the Essentials output report in a zip archive.

{attachment:report:path}

will be replaced by the path to the report in its saved location.

 

For the Default Recipients, you may also include these entries and placeholders:

user1@email.com,user2@email.com,user3@email.com

Direct email input allows the notifications to be sent to these specified users.  For two or more, separate each email address with a comma (,).

Admins

This will send an email notification to all the list Site Collection Administrators of this location.  If an email address is not specified in the user's profile, then it will not be sent.

Owner

This will send an email notification to the Site Owner.  If an email address is not specified in the user's profile, then it will not be sent.

Current

This will send an email notification to the user who is initiating this operation. If an email address is not specified in the user's profile, then it will not be sent.

 

Example of summary table:

email notification table 1

Job Set State

Success - Job Set is successful if all "user to user" jobs are finished with a state of "success" (no failed items or folders ) -  email notification has all "user to user" records

Paused - Main Job is paused if one of the "user to user" jobs was canceled/paused/objects are in progress or not started  - email notification has all "user to user" records. For example first is a state of success, second is paused, third is not started.

Failed - Main Job is in a state of failed if at least one of the "user to user" jobs is finished with a failed state -  email notification has all "user to user" records.

Not Started - Main Job is in a state of not started if there was no activity for any "user to user" jobs - email notification will not be sent.

 

Email Sending Rules

This section allows you to manage email sending rules. The option available is disabled by default, enabling it will set Essentials to only deliver email notifications in the event that an error occurs during the job set processing. Having this option disabled will allow you to receive all notifications, regardless of the job status.
configure email Server 9

Advanced

This tab contains the remained of the advanced profile manager settings.

New Profile Manager 5

Invalid Characters and Invalid File Extensions- users can upload mapping lists of what to replace invalid characters and invalid file extensions with.  

Memory Settings
The amount of memory that is allocated to the software is taken during application startup.  If the configured amount is greater than the amount that is available on the host computer, the application will fail to start.  Please see the following FAQ if you are experiencing this issue: https://support.quest.com

Total Memory Detected - This is the total amount of system memory that is available on the host computer.

info

NOTE: If you are running the 32-bit version of Essentials and have greater than 4GB of total memory on the host computer, the tool will display 4095M + due to system-provided limitations in 32-bit architecture.

Total Memory Usage - This is the percentage of allocated memory that is currently being used by the application.

Configured Memory - Select the new amount of memory that you wish to allocate to Essentials and click Apply.

After the memory value is modified, the software will need to be restarted so please do not make adjustments if any operations are currently running.

info

NOTE: if the 32-bit edition is installed, you will receive a notification on the Memory Management page, telling you to upgrade to 64-bit edition to fully utilize your memory resources.

Password Management - allows users to manage their passwords, for more information on Password Encryption, see the following section

Global Variable Settings

This section contains all the global variable settings, such as automatic updates, default user accounts, etc.

For SharePoint On-Prem Only

This section contains settings available for SharePoint On-Prem.
 
For Outlook Exchange Only

This section contains settings for Outlook Exchange.
 

 

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