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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

Job Set State

Success - Job Set is successful if all "user to user" jobs are finished with a state of "success" (no failed items or folders ) -  email notification has all "user to user" records

Paused - Main Job is paused if one of the "user to user" jobs was canceled/paused/objects are in progress or not started  - email notification has all "user to user" records. For example first is a state of success, second is paused, third is not started.

Failed - Main Job is in a state of failed if at least one of the "user to user" jobs is finished with a failed state -  email notification has all "user to user" records.

Not Started - Main Job is in a state of not started if there was no activity for any "user to user" jobs - email notification will not be sent.


Email Sending Rules

This section allows you to manage email sending rules. The option available is disabled by default, enabling it will set Essentials to only deliver email notifications in the event that an error occurs during the job set processing. Having this option disabled will allow you to receive all notifications, regardless of the job status.
configure email Server 9


This tab contains the remained of the advanced profile manager settings.

New Profile Manager 5

Invalid Characters and Invalid File Extensions- users can upload mapping lists of what to replace invalid characters and invalid file extensions with.  

Memory Settings
The amount of memory that is allocated to the software is taken during application startup.  If the configured amount is greater than the amount that is available on the host computer, the application will fail to start.  Please see the following FAQ if you are experiencing this issue:

Total Memory Detected - This is the total amount of system memory that is available on the host computer.


NOTE: If you are running the 32-bit version of Essentials and have greater than 4GB of total memory on the host computer, the tool will display 4095M + due to system-provided limitations in 32-bit architecture.

Total Memory Usage - This is the percentage of allocated memory that is currently being used by the application.

Configured Memory - Select the new amount of memory that you wish to allocate to Essentials and click Apply.

After the memory value is modified, the software will need to be restarted so please do not make adjustments if any operations are currently running.


NOTE: if the 32-bit edition is installed, you will receive a notification on the Memory Management page, telling you to upgrade to 64-bit edition to fully utilize your memory resources.

Password Management - allows users to manage their passwords, for more information on Password Encryption, see the following section

Global Variable Settings

This section contains all the global variable settings, such as automatic updates, default user accounts, etc.

For SharePoint On-Prem Only

This section contains settings available for SharePoint On-Prem.
For Outlook Exchange Only

This section contains settings for Outlook Exchange.


Password Encryption

Any credentials that are entered through the Metalogix interface and used in a script or scheduled operation are automatically encrypted, but there may be times in which you need to encrypt a password outside of this operation.

If you need to encrypt a password, you can do it through one of two methods - through the Essentials Console, or through Command Script.

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