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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

File Name Tagging

Users cannot rename files directly through the Essentials user interface, but they can tag files and set values for them based on other file's name properties.

This section will walk you through the process of intelligently ‘tagging’ content using the Name of files.

1.Locate a list or library, containing the content you wish to tag, in the Navigator pane. Double-click on the list to load its contents into the Contents pane.
in-place tagging 1
If the site containing your items or documents is not available in the Navigator pane, follow the instructions for Connecting to SharePoint in order to load it.

2.Turn on Data Analysis mode by selecting the button in the contents tool pane.
data analysis mode

3.From the list of files located in the Contents pane, select all the files for tagging. Hold down the CTRL key to select multiple individual files or SHFT key to select multiple consecutive items.

4.Right-click on any of the selected files, and select the Tag option from the drop down menu, or select Tag from the Migrator tab's top menu. This will initiate the tagging wizard.
in-place tagging 2
tagging 1

5.In the tagging wizard click the "select a source for value" button next to the Name tagging option.
name tagging

6.Select the source for your Name field, and choose from the available values. Click Select once you have finished your selection.
source for field name

7.Once the tagging selections are made, press the Next button located at the bottom of the window. A summary screen will be generated asking you to confirm the operation. Press Finish to initiate the tagging. The application will complete the tagging process and provide a notification window.  


NOTE: After completion of the tagging wizard, files may have the same name. Since this behaviour is not supported by SharePoint, the toll will add a "Created At" value as a suffix to duplicate files.
tagging suffix



·For the Migrator version of this wizard, users may select the "Create CSV File for Uploading, Tagging and Copying Files", which will create a CSV file that may be edited and used for tagging at a later time (see Copy and Tag SharePoint Items Using CSV).

·For Migrator version of this wizard, in the event any errors are thrown, you may reprocess any failed items after resolving the underlying issues.

·For lists with Content Approval enabled, an Approval Status field will be displayed.  This field can be used to bulk approve/reject selected content.

Incremental and Delta Copy

There are multiple scenarios where copying only incremental changes from the source environment to the target are preferable to create a full copy of all content.

Migrator supports incremental copying of content into both libraries and lists but there are several key differences when using the Incremental Copy feature (Advanced Options).
incremental copy


NOTE: The use of Incremental Copy has a significant impact on performance and it is recommended that users apply a filter (e.g. modified at, property is greater than migration date) to reduce the duration of this operation.

Libraries implement incremental copies using the file names. When the Incremental Copy option is selected any duplicate items on the target will be replaced with the source item.

Lists (unlike Libraries) implement incremental copies through an internal attribute (item id). This attribute is automatically generated and sequenced by SharePoint and cannot be overwritten. Therefore, a different approach is used to identify new and updated items, but the result is the same as for Libraries. Any duplicate items will be replaced with the source item.

The Incremental copy option has a filter that allows for the determination of the number and age of the changes that will be brought over during the incremental copy. By selecting the number of days, weeks, or months, you can choose to only bring over differences from the last full copy that was made in the determined time.

Delta Migration - If selecting "0" as the value for the incremental filter, the tool will do a content analysis of both source and target and bring over any content that is identified as differential. In the case of this migration, if a file exists on the source that is not on the target, said file will be copied to the target. In the event that the item exists in the target, the tool will check to see if the item on the source is newer than the one on the target (based off of the last modified date). If the item on the source is newer, then the item will be copied from the source to the target.



·This operation is extremely time, processor, and memory intensive as it has to scan every item on both your source and target environments. We only recommend using the "0" delta migration in cases where it is absolutely necessary. Otherwise, set a filter which will specify a time period for the comparison.

·Due to their inherit complexity, Wiki Page libraries and Discussion lists will not be processed during incremental or delta migrations.

Forms Migration

Essentials for Office 365 Migrator is intended for both large scale migration activities including lists, libraries, sites, site collections, web parts, views, permissions, navigation and other objects; as well as re-organization and categorization tasks such as tagging/classification and moving/copying content between sites, lists and folders.


NOTE: A Global or SharePoint Administrator account must be used in order to perform full migrations. An account with less privileges will only be able to perform a limited set of migrations.

Nintex Form Migration

Supported Nintex Forms Platforms:


OnPrem SharePoint 2013

OnPrem SharePoint 2016

OnPrem SharePoint 2019

SharePoint Online



SharePoint Online


To Copy Nintex Classic Forms do the following:


NOTE: Responsive is not supported, clients can use Copy Site As Existing Site option or Copy List options instead.

1.Ensure that you have Nintex Service added on your tenant and that your license is valid and paid.
nintex form 1

2.Make sure the Nintex Forms Application is add to your target site. Open site in your browser and check the Site Contents.
nintex form 2

3.If not the nintex form application is not added on your target site, simply add it and trust it.
nintex form 3

4.Connect Essentials to your Source and Target.
Select the source Site and copy it to the target site as an Existing Site (see the Copy Site section for further details)
Or, select the source list and copy it to the target (see the Copy Lists and Libraries section for further details)

5.On the final page of the wizard, select "Copy Forms" under the List Copy Options section.
nintex form 4

6.After the migration has completed, you will see information about forms having been migrated in the post migration .xml log.
nintex form 6

7.Check your target site to see the forms have been copied over.
nintex form 7



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