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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

New Window

Selecting New Window from the Misc section of the View tab will open an entirely new Essentials tool window.

Architect Tab

Metalogix Architect Suite visualizes a SharePoint environment through two-dimensional graphical diagrams. Architect is functionally integrated with SharePoint and thus the interface includes many aspects that simplify and enhance SharePoint functionality.

Interface Overview

In order to access the Architect tab, you must click on the Arrows next to the Help tab, at the end of the top panel, and select Architect from the dropdown list.

New Tabs architect

The application consists of four primary panes, the (1) Navigator, (2) Diagram Area, (3) Outline and (4) Properties and Information Tabs.
Architect 1
The picture above represents the default arrangement for these panes.


NOTE: We believe that this arrangement will be ideal for most users and do not recommend changing these around.

Navigator Pane

The Navigator area is intended to allow users to browse through SharePoint sites, sub-sites and associated objects and is analogous in functionality and look to Windows Explorer.
architect 2

The table below describes the objects you will encounter in the Navigator.  


NOTE: depending on your product license you may not have all the objects described below available to you.






Containers are created when you first load a site into the application. They separate your sites and sub-sites into logical areas and allow the user to run certain operations on the entire container. You may have as many containers as you like and the same site may be located in multiple containers. A container may also have more than one root site, although this is not advisable.


Container Menu

The container menu is available by right clicking on the container. You may perform a number of logical operations on the container including copy/paste/delete and import/export.

Architect 5


The site/sub-site object is analogous to the same object in SharePoint.
Note: when loading a diagram, the application can be pointed to any site, from root to the lowest sub-site. The displayed sub-sites are relative to the original starting point.

Architect 4

Site Menu

The site menu is available by right-clicking on a particular site. You may perform a number of logical operations on the site including running reports, creating subsites, comparing to SharePoint and many others.

Architect 3

Object Containers

These object containers are intended to group related objects that are located or inherited by the current site. You may expand each item to view these objects and their details.


Object Container Menu

The object container menu is available by right-clicking any of the object containers (same options are available from the View Menu). You may perform a Refresh operation or select which items to hide/view. The View/Hide options will be discussed in the View Menu section.


Architect 6

Objects within Object Containers

As you drill into each object container, you will find specific SharePoint objects for the current site. In most cases you will be able to drill several levels into each object.

Architect 7

Object Menu

The Object menu is available by right clicking on a specific object. Users can delete items from the Diagram, from SharePoint, locate the object on the diagram etc.

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