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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

Interface Overview

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

The application consists of two primary panes (1) Navigator and the Informant Area which includes the (2) Policy Groups, (3) Rules, and (4) Details tab. The Details tab enumerates the condition(s) and action(s), when a specific Policy Group or Rule is selected. A set of windows is automatically generated when a Loading or Downloading operation is performed.
informant interface overview 1

Navigator Pane

The objects displayed in the Navigator area are limited to sites, sub-sites, lists and libraries. Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object. In addition, a set of options is available from right-click menus and the ribbon at the top of the screen.
informant interface overview 2

Informant Area

The Informant Area displays the Policy Groups tab and the Rules tab. The Informant Area also contains the Details tab, which enumerates the condition(s) and action(s), is also displayed when a specific Policy Group or Rule is selected.

You may use the Policy Groups tab to select individual Policy Groups to Use, Create, or Delete.  You may also Import and Export Policy Groups from this tab using the .pack file format.
informant interface overview 3

You may use the Rules tab to select individual Rules to Create, Edit, or Delete.

·In order to select (or deselect) multiple items located directly below each other, click on the first item and then holding the SHIFT key, click on the last item. All the files located between the two items will be highlighted.

·In order to select (or deselect) multiple items which are not located next to each other, hold down the CTRL key and select individual files.
informant interface overview 4

The Details tab, which enumerates the condition(s) and action(s), is also displayed when a specific Policy Group or Rule is selected.
informant interface overview 5

Connect 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.

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