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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

Analyze Dropbox

This option allows Dropbox Business and Office 365 administrators to Analyze their Dropbox.


NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please review the section Alternate Framework.

This operation has the following requirements for use:

·The account used to perform the analysis needs to have Team Admin access to the Dropbox Business tenant.

·The account used to perform the analysis needs to be a Global Administrator in this Office 365 tenant.

To analyze a Dropbox account, do the following:

1.On the Migration Analysis tab click Google.
analyze dropbox5

2.When the wizard appears, enter the username of your Dropbox Administrator, and enter the Access Token associated with your Dropbox Business tenant.  If you do not currently have one, please review the steps in the Dropbox Business Access Token section in order to continue. Once all of the Dropbox connection parameters have been entered, Click Connect.
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If you receive any message other than Successfully connected to Dropbox, double check your supplied information and try again.  If you are still experiencing issues, please contact Support for further assistance.


NOTE: If you attempt to connect or open a Dropbox drive through the software and it does not respond, please contact support for a updated version of the required framework.

3.Click the Load from Dropbox button to load in a list of available Dropbox Business drives to include in this analysis.  For performance reasons, if you have a large number of Dropbox Business drives in your tenant you may wish to create a single column CSV file with the user accounts and choose the option "Load from CSV" instead. Select the Dropbox Business drives that you wish to include in this analysis.
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4. Click the Select button to specify a location and a name for this report.
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5.Click Finish to begin the analysis.

Analyze File Share

To perform a pre-migration analysis for a File Share do the following:

1.Once the Pre-Migration Analysis wizard opens, enter your Source Location. You can either select a source folder, or you can select a source folder from a CSV spreadsheet.
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2.Select the parameters which you would like to use in your pre-migration analysis.
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File Path Length - To stay within the guidelines of SharePoint, this option will scan this file share location and identify the file path. You will find paths longer than the set value in the report. Default value is 256 characters.
Component Name Length – The report will record if a path component is bigger than the set value.  Microsoft recommends the effective limit of a path component be set to 128 characters. Default value is 128 characters.
Name Contains Invalid Characters - Certain characters are considered invalid and therefore forbidden to be used in standard SharePoint naming conventions. The report will record any Files with Invalid Characters in the name.
Blocked Files Extension - SharePoint blocks specific file types from being uploaded. Enabling this option will scan the file share location and identify the content based on this list of defined blocked file extensions and inform users about any potential blocks. Default values are aspx, asmx, ascx, master, xap, swf, jar, xsf, htc.
Forbidden Names - Due to SharePoint Online restrictions, file names may not contain any of these defined strings. The report will record any Files with Forbidden Names. Default values are taken from Profile Manager > Advanced > Forbidden Folder and Files Names.
File Size Limitation (MB) - This option will record items in the report which are greater than the set value. Default is 50 MB.
Search for duplicate files - Enabling this option will scan the file share location and identify the files that have the same name and extension stored within the folder's structure.
Created - The report will record Files with a created date older than the specified value.
Last Modified - The report will record Files with a last modified date older than the specified value.
Last Accessed - The report will record Files with a last accessed date older than the specified value.
Send Notification - Essentials will send the specified user an email notification after the report is completed.


NOTE: The analysis parameters have default settings that scan for files that are outside of the out of the box parameters for SharePoint. You can make changes to the default parameter settings in the wizard in the event that your SharePoint environment has been customized to allow for files outside of SharePoint's original parameters. The pre-migration analysis works for file systems and file shares that can be mounted as a networked drive.

4.Select "Finish" to begin the Pre-Migration Analysis.

Other Reports

The Other Reports section contains the Mapping Report functionality which will assist you in creating mapping reports from source Office365, FileShares, and Google to targets. These reports are launched via the Migration Analysis tab of the ribbon.

Mapping Reports

The automatic mapping feature is intended to reduce the number of cases when the tool's user needs to provide a mapping file to perform content copy between SharePoint sites set up in different user domains.

Here are some things to consider about mapping:

·The feature does not resolve all cases where user-mapping is required. For example, the tool's user may still need to supply the copy process with a user-mapping file in the case when some account names are different in the source and the target domains, or if the tool cannot detect a way to build automatic mapping.

·If a user provides a user-mapping file within a migration wizard, this file will override any automatically generated user-mapping file.

·The tool automatically creates user-mapping files behind the scenes when the tool's user presses the "Finish" button on an Item, List, or Site copy wizard without providing their own user-mapping file on the summary page of these wizards. The tool's user does not see this file but it exists just as it would if the user were to create it and uploaded to the wizard.

·The automatically created user-mapping file contains one record. To construct this record the tool reads the currently logged-in source account and the currently logged-in target account from the Account field of the "My Settings" page in SharePoint. The tool then replaces the actual user name in these accounts with an asterisk (*) and uses this source to target pair to build the only user-mapping file record.

Below are a couple of examples of the user-mapping file records (note that there are several examples here but the actual generated user-mapping file would contain only one of the record types below):






In the event that the tool cannot extract user name information from the source or target account, the automatic user-mapping file will not be created and the copy process will be performed without a mapping file.

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