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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 Office 365 Groups to Office 365 Groups

A simple Administrator driven wizard is provided to bulk migrate the Office 365 Group sites from one Office 365 tenant to another Office 365 tenant.

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NOTE: This migration will migrate content only, it will not migrate Exchange emails or calendars.

In order to successfully configure and run this operation, you will need to be able to authenticate against both SharePoint Admin Center portals in Office 365 using a Global Administrator login. A mapping file may also be needed in order to resolve the user accounts between the source and destination tenants.

This operation has the following requirements for use:

·The account used to perform the migration needs to be a minimum of a Site Collection Administrator in the source Office 365 tenant.

·The account used to perform the migration needs to be a minimum of a Site Collection Administrator in the target Office 365 tenant.

·The person performing the migration will need to know the relationship (user mapping) between the user accounts in the source and target Office 365 tenants.

·Each user account must have either a SharePoint or OneDrive license assigned to it in Office 365.
 

Once the requirements above are satisfied, you can proceed with utilizing the bulk upload functionality.

1.Switch to the Drives tab in the Essentials console and click the button "Copy Tenant" located in the ribbon, and select Copy Office 365 Groups to Office 365 Groups.
copy office365 group to office265 group0001

2.Select a Profile and give your project a name.
copy office365 group to office265 group001

3.Enter a SharePoint Admin Center URL for the source Office 365. Once the URL is entered, click the Connect (or Claims) button, enter a valid Admin account and click Connect.

o365 to 0365 connecting 1
When you receive a successful connection message proceed to the next parameter. You may also choose to add additional Admin account by selecting the "+Admin" button.

4.Enter a SharePoint Admin Center URL for the target Office 365.  Once the URL is entered, click the Connect button, enter a valid Admin account and click Connect.
o365 to 0365 connecting 2
When you receive a successful connection message proceed to the next step. You may also choose to add additional Admin account by selecting the "+Admin" button.

5.Click the Load from SharePoint button or Load From CSVNote that Load from CSV will allow you to load users from a CSV file, which is the faster option as only the listed users are loaded. (You can also choose to load from CSV and use a user mapping report)
copy onedrive to onedrive4

6.In the table, a list of currently provisioned domain users will be loaded.  Check the box next to each user that will be included with this operation. Click Next to continue.
copy office365 group to office265 group4

7.On the second page of the wizard, if a user mapping file is required, check the box next to Re-Map Users and then load the mapping file (For an overview on how to create a CSV mapping file for your users, please see the User Mapping section).

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NOTE: In order to migrate users, you must have them mapped in the same CSV mapping file with the groups mapping.

copy office365 group to office265 group5

8.Click the Check Office 365 Group button. This operation will verify that the user accounts listed in the mapping file were found in the target Office 365.

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NOTE: If a Group does not exist on the target then it will be created based on the original group membership from source to target. If the list of users is empty Essentials will use the migration administrator as the owner.

0365 to 0365 1

9.You can choose to remap your source O365 Groups to specified target 0365 Groups by selecting Remap. This will allow you to use a saved CSV file for remapping. Once your CSV has uploaded and your mapping is visible, click Next to continue.

10.The final page provides a few options to configure how the content portion of the operation should be configured.

Content Options
o365 to 0365 connecting 3


Copy Content - Enabling this option will copy all of the content from your Source to your Target. You can further specify if you would like to include all versions of the content from your source, or only the specified most recent versions.
 

Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.
 
Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration. The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time. To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modifed. To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

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NOTE: The Overwrite if File Exists parameter will be disabled if this option is selected.

 
Skip files greater than - When enabled, this option will skip any source files that are greater than the value specified (in MB or GB). An entry will be added to the post-migration log indicating which file(s) were skipped due to this configuration.

 

Advanced Options
advanced options in Drives wizard alt 2

Enable Azure Turbo Mode: When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Please review the User Manual for additional information as well as recommended configuration as this process is a resource intensive operation.

Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Acces Key. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

info

NOTE: this function is optional and is only used to increase the migration performance to SharePoint Online or OneDrive for Business in Office 365. It does not provide any additional functionality that is not available when this option is disabled.

·Microsoft Provided Storage: This option allows you to use Microsoft provided Azure storage instead of providing your own for the purpose of utilizing Azure Turbo Mode.

·User Provided Storage: This option allows you to provide your own Azure Storage instead of using one provided by Microsoft for the purpose of utilizing Azure Turbo Mode. It requires that you provide both your Azure Blob Storage Account Name as well as its corresponding Access Key by clicking the "Select" button to the right. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding.

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NOTE: User Provided storage will give you access to Azure logs for a longer period of time than Microsoft provided storage. It will also allow you to perform the migration faster with less throttling.

Send Notification - enter specific user email addresses to denote who will receive notifications. Set up User Notifications here in order to use this feature. 

11.Click Finish to begin the migration.

Modern Pages Migration

The following are supported features and requirements for the migration of Modern Pages when doing an Office 365 Group to Office 365 Group Migration:
 

·Functionality works only for modern pages (Inherits="Microsoft.SharePoint.WebControls.ClientSidePage" )

·Pages should be published on source.

·Works only through CSOM. If migration was started with azure -pages migration would go in to CSOM and can be done only in sync mode.

·Functionality works only for out-of-box Pages, library automatically created when group site is created or team site is created.

·Overwrite of pages is not supported. Overwrite and Incremental/Delta works the same - Target pages would be deleted and new pages with web-parts would be created.

·Pages history for modern pages is not supported and will not be preserved.

·Core properties for modern pages should be preserved for last page version.

·Web part ID should be updated after it was created on the target page.

·Link inside web part referencing on lists should be updated after it was created on the target page.

·If reference object is missing on target (was not copied because of errors, was excluded from migration, deleted from target before migration) the web part is copied as close as it can be. There will be no errors logged for the web part or for the page migration in post migration log.

·app.log in job log must have the line :
"Create modern page :: ::  page name.aspx has web parts:  updated:  list- webpart id , list - webpart id, image - id and not updated: map id".  For example  : Create modern page :: :: page Home.aspx has web parts:  updated:  Image-edbf790c-7047-4f81-9893-c90e35eaf3db List-9d86e730-a1ff-4631-aeb2-6f52a097e339 List-e6158eca-b230-42d3-a5a8-7ca7840e44c3 DocumentEmbed-459d5426-ed40-4031-accb-d33f59006f98 and not updated:  ContentRollup-66046009-2f07-40e0-b3da-28d4196f956b LinkPreview-e6195746-3090-46c2-8c94-ff31fc009d9f.  
This info will give an explanation about supported web parts and not supported web parts. Web parts next to not updated were not modified by the tool and will not work on the page. 

·Section layout should be the same as on the source. List of supported layouts: one column, two column,  thee columns, one-third left column, one-third right column. Section background is not supported

·Web part should be placed on the same section and same zone as on the source page.

·Tool will create a .txt file with original page history just to save this information somewhere and share it with end-users.
 

List  of supported Web Parts

·Text (Supported properties: simple text without formatting)

·Image (Supported properties: link to image; only for current site - sub sites and other site are not supported)

·Highlighted content (Supported properties: Source - this site , Type - documents , Document Type - any)

·Document Library (Supported properties: Document lib link reference)

·List (Supported properties: List link reference)

·File Viewer (Supported properties: File link reference)

·Link (link reference)

·Tasks

·Picture Library

·Survey
 

Copy SharePoint Online to SharePoint Online

A simple Administrator driven wizard is provided to bulk migrate the Documents library content from the Source SharePoint Online into the appropriate Target SharePoint Online Documents library.  In order to successfully configure and run this operation, you will need to be able to authenticate against both SharePoint Admin Center portals in Office 365 using a Global Administrator login.  A mapping file may also be needed in order to resolve the user accounts between the source and destination tenants.

This operation has the following requirements for use:

·The account used to perform the migration needs to be at minimum a Site Collection Admin for the source Office 365 tenant.

·The account used to perform the migration needs to be at minimum a Site Collection Admin for the target Office 365 tenant.

·The person performing the migration will need to know the relationship (user mapping) between the user accounts in the source and target Office 365 tenants.

·Each user account must have either a SharePoint Online license assigned to it in Office 365.
 

Once the requirements above are satisfied, you can proceed with utilizing the bulk upload functionality.

1. Switch to the Drives tab in the Essentials console and click the button "Copy Tenant" located in the ribbon, and select Copy SharePoint Online to SharePoint Online.
copy SPO to SPO 00001

2. When the wizard appears, select a Profile and give your project a name.
SPO to SPO 2

3. Enter a SharePoint Admin Center URL for the source Office 365. Once the URL is entered, click the Connect (or Claims) button, enter a valid Admin account and click Connect.

spo to spo connecting 1
When you receive a successful connection message proceed to the next parameter. You may also choose to add Admin account by selecting the "+Admin" button.

4. Enter a SharePoint Admin Center URL for the target Office 365.  Once the URL is entered, click the Connect button, enter a valid Admin account and click Connect.spo to spo connecting 2
When you receive a successful connection message proceed to the next step. You may also choose to add additional Admin account by selecting the "+Admin" button.

5. Click the Load from Tenant button or Load From CSVNote that Load from CSV will allow you to load users from a CSV file, which is the faster option as only the listed users are loaded (see the user mapping report section for details on how to create a user mapping report).
 
In the table, a list of currently provisioned SharePoint Site Collections will be loaded. Select the site Collection you wish to migrate, and click Next.
SPO to SPO 3

6. This operation will automatically check for sites, if a target URL is greyed out, it does not exist and will be created for you. You will also be able to see if there are any language conflicts (whether your sites are set up in different languages)

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NOTE:

·If you are creating a new site, language and regional settings will automatically be copied during migration. If the site already exists, then language and regional settings will be skipped, and will NOT be copied during migration.

·When Essentials creates a new site collection during a SPO to SPO hyper migration, the site collection created on the target will always be an STS#3 site collection, even if the source is STS#0 (this is a Microsoft requirement)

 spo to spo 10

7.You can choose to remap your source site collections to specified target site collections by selecting Remap. This will allow you to use a saved CSV file for remapping to a specific site on the target. The following is a CSV example:
 
https://source.sharepoint.com/sites/old site URL,https://target.sharepoint.com/sites/new site URL
 
Once your CSV has uploaded you can select Check for Sites to recheck whether target sites exist based on your mapping csv - once your mapping is visible, click Next to continue.

8.The final page provides a few options to configure how the content portion of the operation should be configured.

 
Content Options
sharepoint to sharepoint migration 1

 
Copy Sub-Sites - Enable this option to include all sub-sites of the current site in this operation.


Include Content Versions - This option allows you to select whether versioning is enabled. you can choose to include all versions in the migration, or the most recent (specified) number of versions.
 
Copy Permissions - This option will enable the transfer of internally shared permissions from the source to OneDrive for Business. For source Google Drive migrations, this will include internally shared folder and item-level permissions. For source SharePoint My Site migrations, this will include internally shared site, list and item level permissions. For source Box migratons, this will include internally shared folder collaborators. For source Dropbox migrations, this will include internally shared folder permissions.
 
Copy Features- This option will transfer site level feature settings from the source to the target site.
 
Copy Workflows - This option allows you to copy SharePoint Out-of-Box Workflows, SharePoint Designer Workflows, and Nintex Workflow .
Note:
- Workflows may have a reference on images, columns, files, lists, sites, etc. These objects should be copied with Workflows or be created/copied before Workflow migration.
- The Nintex Workflow must be installed before the migration
 
Copy Forms  - this option allows you to copy Classic Nintex Forms.
Note:
- The Nintex App must be installed before the migration
- Domains must be updated during the migration
- Rules must be preserved
- Collection to columns must be preserved
- The form must be published after migration
 
Copy Navigation - selecting this option will copy quick launch settings and top link bar settings from your source site to your target site, both for new and existing sites, for Modern and Classic team sites.  Note, that when enabled this setting works in 'replace mode', meaning it will delete all quick launch and top link bar settings on the target, and replace them entirely with the settings from the source - this means that if you have custom settings or libraries that do not exist on the source, these settings will be lost on the target.
 
Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.
 
Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration. The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time. To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modifed. To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

info

NOTE: The Overwrite if File Exists and Copy Navigation parameters will be disabled if this option is selected.

Skip files greater than - When enabled, this option will skip any source files that are greater than the value specified (in MB or GB). An entry will be added to the post-migration log indicating which file(s) were skipped due to this configuration.
 
Re-Map Users - This option will allow you to map users between different domains or to change the user account in the target environment during copy.
 
Apply Filter - This feature allows the inclusion or exclusion of items by user defined criteria, such as date, size, file extension, file name, or file owner.
 
Note: the Apply Filter functionality is only applied to selected containers (i.e. site, lists or folders). If you select specific content (documents or items) then those objects will be included with the operation regardless of the filter applied. If you want to selectively include content, please select the container that this content resides in and apply the filter or apply the filter against the container first, then select the remaining content.
 
For the File Extension and Exclude Folders parameters only, you can use "," to set more than 1 criteria. For example, use this format "png,docx,pptx" to include multiple file extensions.
 
"Size" filter should have a whole number without decimals. It  is recommended that users not use the operators "Equal" and "Not Equal" to avoid difficulties with accurate file size, if the file size is greater than 1 MB.
 
Use the "Save Filter" option to save filter settings to a file and load them in different wizards or the Profile Manager.
Save Filter

 

Advanced Options
spo to spo 8

Enable Azure Turbo Mode: When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Please review the User Manual for additional information as well as recommended configuration as this process is a resource intensive operation.

Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Acces Key. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

info

NOTE: this function is optional and is only used to increase the migration performance to SharePoint Online or OneDrive for Business in Office 365. It does not provide any additional functionality that is not available when this option is disabled.

·Microsoft Provided Storage: This option allows you to use Microsoft provided Azure storage instead of providing your own for the purpose of utilizing Azure Turbo Mode.

·User Provided Storage: This option allows you to provide your own Azure Storage instead of using one provided by Microsoft for the purpose of utilizing Azure Turbo Mode. It requires that you provide both your Azure Blob Storage Account Name as well as its corresponding Access Key by clicking the "Select" button to the right. If you cannot supply this information, please search our online Knowledge Base, User Manual or contact Support for additional information before proceeding.

info

NOTE: User Provided storage will give you access to Azure logs for a longer period of time than Microsoft provided storage. It will also allow you to perform the migration faster with less throttling.

Send Notification: When selected, this feature will send emails to the listed recipients once Migrations are completed. Enter a specific user email address. For two or more, separate each email address with a comma. Set up User Notifications here in order to use this feature. 

11. Click Finish to begin the migration.

Copy Box

Metalogix Essentials for Drives provides a simplified, wizard driven experience to migrating content in, out, or between various drive management systems (local or cloud based).  It can also provide additional functionality to managing some or all OneDrive for Business sites within a specific Office 365 tenant.

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