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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

Creating Columns

Columns are SharePoint containers for metadata and they can be created directly inside a content type or a column group. There are several ways to create columns.

The simplest method to create a new column is the following:

1.Click on the column you need to create in the Palette area.
architect creating columns

2.Click on where the content type needs to be located within the Diagram area. You will be prompted to enter a name (which cannot be identical to any other column inside this content type).
architect creating columns 2


NOTE: The new column will also be created inside the Custom Column Group within this site.

An alternative method is to create a new column inside a column group and then use that column in the content type. The method to do this is similar to the previous method, except the new column should be dropped inside a column group rather than a content type. Once the column is created you can drag and drop it from the diagram or the navigator into the destination content type.

A final option is to drag an existing column from any other content type or column group into the new content type. If a column already exists, this is not only the preferred method but the recommended one. This will reduce the number of similar columns that need to be maintained.

After creating the column, navigate to the Properties Tab in the Properties and Information area to add or change individual properties. These will vary based on the column type.

Creating Content Types

Content Types are used by SharePoint to organize and group metadata. They are associated with Lists and Libraries to categorize and tag content stored there.

1.A new content type in SharePoint must be inherited from an existing one. Using the navigation pane, locate the content type that will serve as a parent and navigate to it in the diagram. SharePoint is delivered with many out of the box pre-built content types.


NOTE: If they are not visible in your diagram, enable Inherited Content Types in the View menu.


2.Select "Type" from the Entities section of the palette and click on the diagram (near the parent type) to create the content type.
architect content type 1

3.Enter a unique name and refer to the properties tab for additional settings.
architect content type 2

4.Select "Inheritance" from the Entities section of the palette.
architect content type 3

5.Click the mouse on the new content type and without releasing, drag the arrow to the parent type to create an association.
architect content type 4

6.You may add new columns directly to the content type (refer to the Creating Columns section) or drag and drop existing columns from any other object located in the diagram or navigation pane (including content types, lists or column groups).

Creating Lists/Libraries

Lists and Libraries are used by SharePoint to organize and manage content. Based on the type of List, SharePoint creates specific metadata. This metadata may be expanded and altered. Essentials Architect Suite for SharePoint can be used to create and maintain lists and their metadata. Unlike other objects, a list must be created in SharePoint immediately.


NOTE: Each list is based on a template stored in SharePoint and you must therefore be online in order to complete this action.

Here is the process for creating Lists:

1.Click on the List entity in the Palette.
architect content type 5

2.Click in the area of the diagram where the List will be placed. This will display the Create List Wizard window.


NOTE: If the List option is not available in the palette, enable All Lists from the View menu.

architect list or library 1

3.Enter a name and select the appropriate template from the list.

4.Press Finish to create the List.

5.Select "Inheritance" from the Entities section of the palette.
architect content type 3

6.Click the mouse on the new content type and without releasing, drag the arrow to the parent type to create an association.
architect content type 4

Essentials Architect Suite imposes specific limitations on lists to comply with SharePoint behavior. Here is what you can and cannot do:

·You can drag-n-drop any existing content type or column into the list.


NOTE: The "Enable Content Types" property will be automatically set to "Yes" for when a non-default content type is added to a list or library.

·You cannot remove or modify some reserved content types and columns (e.g.. Folder Content Type, Document Created By column).

·You can remove or modify non-reserved content types and columns.

·You cannot create a new content type within a list.

·You can create a new column within a list.

Synchronizing an Architect Diagram with SharePoint

One of the key features of Metalogix Essentials Architect Suite is that the user can load a site or site collection into the product and then work on it offline without making changes to the actual environment. This gives you the opportunity to properly vet the design prior to making a change to the SharePoint environment. It also allows you to take a snapshot to use as a benchmark for compliance or monitoring purposes.

However, at some point you will need to make certain updates to either the model or SharePoint. In order to do that, you must run a Compare Report, which will identify the specific differences between the two environments. Please see the section on "Compare With" Menu for options on generating this report.


NOTE: You may select, compare and update multiple sites at once. Simply select multiple sites in the navigator pane prior to executing the compare.

The Compare Report is generated inside the Compare View Tab (for more information see the Compare View Tab section). Besides displaying the differences, the report allows you to run selective or complete updates. Updates are then made by right-clicking on a container in the report and selecting "Update Sharepoint" or selecting the Update SharePoint Icon from the tools of the Compare View tab.

architect sycnchronizing 1

Users can also update the Architect diagram with changes by selecting the object you want updated on the Diagram, right-click and choose "Update Diagram" or select the Update Diagram column.
architect sycnchronizing 2


NOTE: Updates are applied to all items within the selected container.

Each update of an item in Sharepoint or within the Architect diagram will will have a status listed next to it within the Status column of the Compare View.
architect sycnchronizing 3

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