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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

Restoring a List/Library to a New Place

The following are instructions for restoring a SharePoint List/Library from a specific backup to a new place:

1.Navigate to the backup and select a list or library to restore.

2.You can access the Restore wizard by right-clicking on the selected site or list and selecting the "Restore to new place" option
restore to new place 1

3.The Restore Backup wizard will now be generated.

4.In the wizard provide the new site url for the new place where you would like to restore the list or library. Click Connect.
restore to new place 3

5.Enter account credentials for the site url provided above, and click Finish.
restore to new place 4

6.You can choose from the following configuration options:
List Copy Options
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Include Permissions - Select this option to copy the content permissions of the content within the list/library.
 
Include Versions - copy the version of the content included within the list/library. You can specify if you would like to include all versions of the content, or whether you would like to include the most recent number of specified versions of the content.

Include List Permissions - select this option to copy the list/library permissions.

Include List Views - select this option if you would like to copy the number views of the list/library.

Advanced Options
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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.

 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. 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 Access 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.

Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.

7.Once you have configured all of your settings, click Finish to complete the restore.

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NOTE: By default the restore process will put all the content, metadata, site/list structure, permissions and other supported objects back into the original backup location.

Restore Specific Content

The following are instructions for restoring specific SharePoint content:

1.Navigate to the backup operation that contains the content you wish to restore. Double click on the list/library where the content resides.
restore backup12

2.The application will display the content in the Contents pane. Select the object(s) ​to restore.
restore backup13

3.Right-click and select the "Restore" option or choose "To Original Location" button in the Restore section of the Backup Ribbon.
restore backup14

4.The Restore Document Options window will pop up. Select the restore settings you would like to apply and click Finish.
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Item Copy Options
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Include Permissions - restore permissions for the specific content.
Include All Versions - include all versions  of the specific content.
Include most recent Versions - include only the most recent specified number of versions of the specific content.
 
Advanced Options
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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. 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 Access 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.
 
Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.

7.Once you have configured all of your settings, click Finish to complete the restore.

 

 

Restoring Specific Content to a New Place

The following are instructions for restoring specific SharePoint content:

1.Navigate to the backup operation that contains the content you wish to restore. Double click on the list/library where the content resides.
restore backup12

2.The application will display the content in the Contents pane. Select the object(s) ​to restore.
restore backup13

3.Right-click and select the "Restore to new place".
restore item to new place 1

4.In the wizard provide the new site url for the new place where you would like to restore the list or library. Click Connect.
restore to new place 3

5.Enter account credentials for the site url provided above, and click Finish.
restore to new place 4

6.Enter the name of the list where you would like to restore the item.
restore item to new place 2

7.Select the restore settings you would like to apply.

Item Copy Options
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Include Permissions - restore permissions for the specific content.
Include All Versions - include all versions  of the specific content.
Include most recent Versions - include only the most recent specified number of versions of the specific content.
 
Advanced Options
restore backup18
 
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. 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 Access 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.
 
Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.

7.Once you have configured all of your settings, click Finish to complete the restore.

Restoring Documents during an Item, List, or Site Operation

Documents can be restored in-place or documents can be restored out-of-place.  If a document is restored to any location where a document with the same name already exists, the restore operation will overwrite/replace the current SharePoint document.  If a document with that name does not exist, then it will be restored from the backup as a new document.

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