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Metalogix Essentials for Office 365 2.8 - User Guide

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

Tool Overview

Metalogix Essentials for Office 365 offers a complete solution for Office 365 pre-migration analysis, migration, and management.


Supported Sources: Office 365 (Office 365 group Sites, Microsoft Teams Sites, SharePoint Online, One Drive) SharePoint 2010, 2013, 2016, 2019, Exchange, Google Drive, Google Shared Drive, Box, Dropbox, File Shares.

Supported Targets: Office 365 (Office 365 group Sites, Microsoft Teams Sites, SharePoint Online, One Drive) SharePoint 2010, 2013, 2016, 2019, File Shares.

Key Features can be performed in Hyper Platforms: mass migrations between office 365 locations and to Office 365 locations from non-SharePoint locations, Backups for O365 locations, Pre-migration reports and validations, and in Classic Platform: small scope migrations between office 365 locations and to Office 365 location from non-SharePoint locations, and Lifecycle management for Office 365.


General Tool Configuration

Metalogix Essentials for Office 365 offers a complete solution for Office 365 pre-migration analysis, migration and management.


This user guide provides users with an in-depth overview of the various features of the product, the ways in which to perform specific functions, as well as instructions for particular use-case scenarios.

Minimum Requirements

Our desktop tool is a multi-threaded/multi-tasking application.  As such, available system memory is the most critical parameter for optimal performance.



Minimum Requirement



Intel Core i7

Intel Core i9, X-Series or higher


16 GB
Note: to increase memory, start Metalogix Essentials for Office 365 - go to Help > Profile Manager > Advanced.

32 GB

Disk Drives

Dual hybrid disk drives

C: OS, Program Files, D: Data Files

Dual SSD drives

C: OS and Program Files

D: Data Files

Network Card

100 Mbps



Operating System Software

·Windows 10 or higher

·Disable anti-virus software or disable scanning of Metalogix Essentials Program, Program Folder, and Data folders.x


Permission Requirements

In order to run the Essentials application, you can use a regular user logged into the workstation, or you can run the program as an Administrator.
However, you must run the tool as an Administrator when changing settings in the memory management section of the Profile Manager (located on the Advanced tab of the Profile Manager), or when using the automatic updates feature.


NOTE: When running the tool as an Administrator, you may not be able to see your network drives or mapped drives in the connections section. This may occur because the connections were set up while in regular user mode, so when the tool is launched as an admin, the admin user does not have access to the connections.

To resolve the issue in the above note, do one of the following:

1.Do not start the tool as an administrator, and insure that no settings are applied by default.

a.Navigate to the Properties for the Essentials.exe
permissions requirements 7

b.Ensure that under the Compatability tab, "Run this program as administrator" isn't selected.
permission requirements 8

2.Run the Registry Editor (regedit.exe), and locate the following key:



Create a new DWORD(32) with the name EnableLinkedConnections and value 1 and reboot.
permissions requirements 2


In the event that the tool only successfully launches when run as an admin, this could be occurring because the non-admin user that is launching the tool does not have permissions for the installation folder, to the run tool components, or to the workspace.

This may be caused as a result of various windows security settings and configurations. To resolve this issue, add the non-admin user, directly to the folder security settings.

1.Navigate to the folder that contains the Essentials Tool installation folder. Right click and select Properties.
permissions requirements 9

2.Navigate to the Security Tab, and select Edit group and usernames.
permissions requirements 10

3.Select Add and add the non-admin user.
permissions requirements 11

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