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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

Exporting Backup Archives

Metalogix Backup allows users to export/import projects to/from external archives.  

To export a Backup project:

1.In the Backup Navigator panel, navigate to the backup project that you would like to export, select the object that you would like to export and right click on it and select Export.
backup export1
Alternatively, you can select the object that you would like to export and click the export button in the Backup Navigator ribbon.
backup export2

2.In the provided window select a location where the export will be saved.  You may also select to split the export into multiple files and/or add a password to the export file.
backup export3

3.Press Finish to Start the Export.
 

Importing Backup Archives

Metalogix Backup allows users to export/import projects to/from external archives.  

To Import a Backup Archive from Local storage:

1.Select "Import from Local" from the Backup Ribbon.
import backup from local1

2.Select the type of Archive (ZIP would be generated using the Export Backup Archive feature) and give your project a Name.
import backup from local2

3.Press Finish to Import.
 

To Import a Backup Archive from Cloud storage:

1.Select Import from Cloud
import backup from cloud1

2.In the first window enter the Project Name, click Next.
import backup from cloud2

3.In the next window select your cloud storage provider where the backup is stored.

4.Press the ... button and enter the appropriate information to connect to your storage location (see the Connecting to Cloud Storage section for details on how to connect to your cloud storage location).
import backup from cloud3

5.Locate and select the archive to load within the appropriate container or bucket

§​The archive to select should follow the naming pattern "ARCHIVE-projectName".  Do not select its parent folder nor the archive folder that ends with _archiveData (i.e. ARCHIVE-projectName_archiveData).

6.Press Finish to Import.

Connecting to SharePoint and OneDrive for Business

The initial step in using the platform is to connect to your SharePoint/Office 365 environment. It supports multiple connection approaches and dozens of different authentication schemes. The steps to connecting to your SharePoint/Office 365 environment will vary depending on the Connection Type you select. See this topic's subsections for more details on the different connection types.

Connecting to SharePoint Site or Site Collections

If you wish to connect to SharePoint Sites and/or Site Collections then select SharePoint Site or Site Collection follow these steps:

1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
Connect to SharePoint

2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, select SharePoint Site or Site Collection (On-premises of Office 365) as your Type.  You have the following options when completing the URL portion of this screen, skip ahead to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
Connect to SharePoint 2

3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
Connecting to SharePoint Site Collections

4.Select the Site Collection which you wish to connect to, and click Ok.
Connecting to SharePoint Site Collections2

5.With this connection type you are given the option to select the following:

oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.

oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.

info

NOTE: this may be a lengthy process depending on the number of sub-sites in this location and is only available for this connection type.

Connecting to SharePoint Site Collections3

6.Click Finish to connect to the specified SharePoint Site or Site Collection.

7.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
Connecting to SharePoint Site Collections4

8.This connection is now available in the Navigator Pane.
Navigator Pane 1

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