Home Tab
The home tab provides users with a basic overview of their Essentials setup, as well as access to the log viewing. The immediate pane view is the (1) Navigator, (2) Hyper Migration/Contents/Progress Area
Connecting To SharePoint and OneDrive for Business
(Not available for Information Manager Power User)
If you wish to connect directly to your on-premises Farm (SharePoint 2010 or 2013), follow these steps:
1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, select On-Premises Farm (Central Administration required) as your Type. You have the following options when completing the URL portion of this screen, continue to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
4.Select the Site Collection which you wish to connect to, and click Ok.
4.Click Finish to connect to the specified SharePoint Site or Site Collection.
5.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
6.This connection is now available in the Navigator Pane.
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.
Connecting to SharePoint Site or Site Collections
If you wish to connect to SharePoint Sites and/or Site Collections then select SharePoint Site or Site Collection follow these steps:
1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, select SharePoint Site or Site Collection (On-premises of Office 365) as your Type. You have the following options when completing the URL portion of this screen, skip ahead to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
4.Select the Site Collection which you wish to connect to, and click Ok.
5.With this connection type you are given the option to select the following:
oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.
oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.
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NOTE: this may be a lengthy process depending on the number of sub-sites in this location and is only available for this connection type. |
6.Click Finish to connect to the specified SharePoint Site or Site Collection.
7.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
8.This connection is now available in the Navigator Pane.
Connecting to SharePoint On-Premises Farms
(Not available for Information Manager Power User)
If you wish to connect directly to your on-premises Farm (SharePoint 2010 or 2013), follow these steps:
1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, select On-Premises Farm (Central Administration required) as your Type. You have the following options when completing the URL portion of this screen, continue to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
4.Select the Site Collection which you wish to connect to, and click Ok.
4.Click Finish to connect to the specified SharePoint Site or Site Collection.
5.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
6.This connection is now available in the Navigator Pane.