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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

InfoPath Forms Window

The InforPath Forms Window is displayed within the content pane area and is designed to display InfoPath Forms used within a specific list.  

The InfoPath Forms Window can be accessed by right-clicking on a List and selecting Objects followed by Show InfoPath Forms.
Migrator Interface 17

Similar to content, users will be able to select one or more of these objects and copy them from one place to another.

Workflow 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 Workflow Migration

Nintex Workflows are included when the option to Copy Workflows (Site or List) is enabled within Metalogix Essentials. The Copy Workflows option is available on the Properties page of most wizards.
nintex workflow 1

Or you can select any site or list that has a workflow associated to it, right click and select Object > Show Workflows.  From the Workflows view, you may select one or more workflows and copy/paste them to the destination location.  This process of copying one or more workflows does not include the workflow dependencies, so this method is recommended in situations only when all dependencies already exist in the destination and only the workflow and its components need to be migrated.
nintex workflow 2

Before you begin with an on-premise Nintex Workflow migration, please review the following requirements:

·The Nintex workflow solution must be installed, configured and working on the destination SharePoint environment prior to any migration.  If a Nintex workflow cannot be successfully created manually in the destination, then do not attempt to migrate them until this is resolved.

·If the Nintex workflow is migrated as part of a List Copy, please note that workflow dependencies will not be migrated.  Please make sure all dependencies already exist in the destination prior to the migration or copy of the workflow as part of a Site Copy operation.

·In progress workflow status, workflow history, and metadata are not currently supported.

·Not all Nintex workflow actions are available when migrating to newer versions, so please make sure you check with Nintex first if you believe an action is not supported.

Archive Option

Typically Nintex Workflows are included when the option to Copy Workflows is enabled within Metalogix Essentials, however there are some rare scenarios when this process fails.  If the workflow fails and the error message indicates that it failed due to exporting the workflow, please follow the steps detailed in the Nintex Workflow Archive Option section.

Nintex Workflow Migration to SharePoint Online

Nintex Workflow migrations to SharePoint Online (Office 365) are more specialized than those being migrated on-premises.  For additional information, please visit the Nintex Workflow Migration to SharePoint Online section.

Nintex Workflow Migration to SharePoint Online

The migration of Nintex workflows to SharePoint Online (Office 365) is a different method than currently employed for on-premises.  The natural differences between on-premises vs online as well as the limited support of actions available from Nintex leads us to taking an alternate approach for these objects.

Requirements and Caveats

Before migration, please note the following list of requirements and caveats:

·The latest version of the Nintex Workflow App must be deployed and licensed in the destination SharePoint Online site before migration.  If you cannot open the Nintex Workflow Designer in your destination SharePoint Online site, create a workflow and successfully publish it, do not attempt to migrate into this location until this is resolved.

·The user authenticating against the destination SharePoint Online location must have Site Collection Administrator permission.

·Workflow status, workflow history and workflow metadata are not currently supported.

·User Defined Actions (UDAs) are not currently supported.

·If the workflow contains an "Action Set", please make sure to enable the destination site feature "Workflows can use app permissions" prior to the migration.

·Not all on-premises workflow actions are supported within the Nintex Workflow App.  Please take a look at the following table for the list of currently supported actions for SharePoint Online.  Please note that while the actions are mapped based on this table, the action label (it's name) will be retained from the source when viewed in Nintex Online Workflow Designer.  Please also review our General Workflow Objects page to learn about supported action parameters and other specific caveats.

·Make sure you setup and load the appropriate user mapping file so that any workflow actions that contain a user account will be mapped to the appropriate user in the destination.

Supported Nintex Workflow Actions in SharePoint Online

The following table lists the on-premises Nintex workflow actions that can be migrated into SharePoint Online.


NOTE: Even though an action may be listed as supported, that does not mean that all parameters in the on-premise action have an equivalent in its online counterpart.  Please be sure to review, test, and adjust where necessary all migrated Nintex workflows.  You may use this General Workflow Objects table as a reference to provide some examples of objects that may need adjustment.

On-premises Actions

Online Actions

Assign Flexi Task

Start a task process

Build String

Build String

Calculate Date

Add Time to Date

Change State

Set Next State

Check Out Item

Check Out Item

Convert Value

Convert Value

Create Item

Create List Item

Delete Item

Delete Item

Discard Check Out

Discard Check Out Item

End Workflow

Terminate Current Workflow



Log in History List

Log to History List


Loop with Condition

Math Operation

Do Calculation

Pause For

Pause for Duration

Pause Until

Pause until Date

Query list

Query List

Regular Expression

Regular Expression

Run If

Run If

Run Parallel Actions

Parallel Block

Send Notification

Send an Email

Set a Condition

Conditional Branch

Set Field Value

Set Field in Current Item

Set Variable

Set Workflow Variable

Set Workflow Status

Set Workflow Status

State Machine

State Machine



Update Item

Update List Item

Wait for item update

Wait for Field Change in Current Item


NOTE: If the workflow contains an Action that is not supported, this unsupported Action will be created as a Comment in the migrated workflow.  The comment will contain the name of this unsupported Action.

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