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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

Nintex Deployment

The following steps will allow you to deploy your Nintex Workflow and Nintex Forms applications from within Essentials.

1.Select Nintex Deployment from the Drives tab.
nintex deployment 00001

2.In the Nintex Deployment window, enter a valid SharePoint URL, and click Connect.
nintex deployment 1

3.Provide your user credentials to connect to SharePoint. Click Connect.
nintex deployment 2

4.This will open the SharePoint Application Catalog. You must switch to classic view in order to perform the deployment, as deployment cannot be done in modern view.
Nintex deployment 4

5.If you do not have Nintex Workflows or Nintex Forms as part of your Site Contents, then select Add an App and install the nintex workflows/nintex forms application.

6.On the Site Contents page, Select the ellipses (...) next to the installed Nintex application, and click on Deployment.
Nintex deployment 5

7.On the Manage App Deployments page, enter the site collection URL or select one from the list available, select and add the managed paths to deploy to, and select and add the templates to deploy to.
Nintex deployment 6

8.Click Ok to apply your selections.

9.When asked whether you trust workflow0365.nintex.com click Trust It. This will start the actual deployment.
Note: Microsoft is now deploying the Nintex app to your tenant. It may take from a minute to hour(s) depending on the complexity of your site collection structure. Please verify your site collection for Nintex apps before starting a migration.

Security Manager Tab

Metalogix Essentials Security Manager for SharePoint is designed to analyze and manage permissions, groups/users and levels across multiple site collections and farms. It aims to both simplify cumbersome tasks and provide in-depth analysis of existing security rights from the convenience of your desktop and without installing anything on your SharePoint servers.

Metalogix Essentials Security Manager allows you to:

·Browse, add, edit and delete groups, users, permissions and permission levels in a visual hierarchical structure of site collections, sites, lists and individual items

·One easy to use interface for managing multiple server farms, domains and site collections.

·Copy groups, users, permissions and permission levels between server farms, site collections, sites, lists and individual items across user directories (LDAP, ADFS, RDBMS).

·Manage permissions for multiple objects at the same time

·Compare an object’s permissions to better manage permission templates and identify where permissions do not match the templates

·Analyze a user’s or group’s permissions for any site, list or item

·Analyze which users or groups have permissions for a specific object

·Discover and resolve potential security problems in multi-server farm environments such as sites with no permissions, deleted users with granted permissions, broken chain of permission inheritance, etc

·Transfer roles between users addressing issues such as employee turnover and new hires

·Supports SharePoint 2007, 2010, 2013 and SharePoint Online

·And much more

Interface

The application consists of two primary panes: (1) Navigator and (2) Contents/Objects Area.

The Navigation area is auto-generated when connecting to a SharePoint environment and provides a hierarchical representation of Farms, Tenants, Sites, Sub-Sites and Lists. The Content area contains screens in a tabbed structure that provide detailed information regarding the object selected in the Navigator pane.
Security Manager 1

info

NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

Navigator Pane

The objects displayed in the Navigator area are limited to Farms/Tenants, sites, sub-sites, lists and libraries.  Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object.

 

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