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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

Transfer User Permissions

One of the more common operations for an administrator is to clone or transfer permissions from one user to another. This occurs when users move from one department to another or leave the organization. Security Manager allows users to run this operation on a site by site basis.

1.Select a site from the Navigation area where the user has permissions.

2.Press the Transfer/Clone Permissions button to activate the window.

3.In the provided window, confirm the Site Address

4.To transfer permissions for a single user enter the Source and Target user accounts.

5.For bulk transfer of user permissions, select the Mass Transfer User Permissions option and the Load a CSV file that contains the source users in the first column and the corresponding target user in the second column.  For example a CSV can be constructed like this:

6.Check off the appropriate options.
Press Finish to begin the operation.

Site Collection Administrators

If you wish to apply the Transfer/Clone permissions function to Site Collection Administrators as well (SharePoint 2010, 2013 only), then the starting URL must be a root site collection or higher.  Also, the account provided to Essentials to use must be a Site Collection Admin itself, Farm Admin if used against a Web Application.

Remove User Permissions

In some cases a user’s permissions need to be completely removed. This can be done individually or done in mass. Security Manager allows users to run this operation on a site by site basis.

1.Select a site from the Navigation area where the user has permissions.

2.Press the Remove Permissions button to activate the window.

3.If removing permissions for an individual, confirm the Site Address and select the User.
If removing permissions for multiple users, confirm the site address, select the Mass Remove Users Permissions options and load a CSV file that contains the accounts of multiple users. For example, a CSV file containing many users can be constructed like the one below.

4. Check off the appropriate options.

5.Press Finish to begin the operation.


NOTE: User permissions may also be removed as part of a Transfer Permissions operation.


Compare Permissions, Groups, and Levels

Security Manager provides a unique method for visually comparing and synchronizing permissions within any two site collections, sites or lists. The Live Compare! interface displays up to the moment differences between these objects and allows the user to drill-down and copy the differences to either environment.

The Live Compare! interface consists of single window separated into two parts. A user can drill down into any object type to compare or re-compare that object against its counterpart in the other site. The two "Copy from-" buttons at the top of the window initiate a standard copy operation and will prompt a Wizard.


SharePoint Groups

This window displays SharePoint groups associated with a specific site. It may be accessed by selecting a site from the Navigation Pane and then pressing the Groups button in the ribbon.

As with all windows, users will be able to select one or more of these objects and copy them from one place to another. There are also more specific operations available within the interface including adding and removing users from a group, creating, editing or deletion of groups and removing permissions.

Before running a SharePoint Groups report you will be presented with 2 optional parameters, Show Orphaned Groups and Show Total Members.

·Show Orphaned Groups - When included, this will add another parameter to the results which will highlight which of the groups are orphaned (if any are).  


NOTE: this process can be extremely time consuming to complete.

·Show Total Members - When included, this will add another parameter to the results displaying the number of members per group.


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