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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

Export to CSV

Essentials provides users with the ability to Export a list of Box users to a CSV file. This report can then be used for User Mapping or Source-To-Target CSV file creation for Mass Migrations from the Drives Tab.



The following steps will run through the process of Exporting Box users to a CSV file.

1.In the Essentials console, click on the Drives tab, and select Box. This will open the Connect to Box window.
Export to CSV 1

2.On the Connect to Box window, enter a project name, a Box Admin account and its corresponding Password. Check on the "User Service Account" option. Click on Connect or Claims (depending on the authorization settings for your Box service).
Export to CSV 2

3.Once you're connected to box the Select Box Users window will pop up. Select the users you wish to export to a CSV report and then click the Export to CSV button.
Export to CSV 3

4.Provide your CSV file with a name and click Save.
Export to CSV 4

Connecting to Dropbox

If you wish to connect to aDropbox account, then follow these steps:

1.Start by selecting the Dropbox option in the Connect To section under the Drives tab.
Connecting to Dropbox1

2.The connecting to Dropbox window will pop up. enter a Project name, and your Dropbox Username and Password. Click Connect or Claims if your account requires multi-factor authentication.
Connecting to Dropbox2

3.Dropbox will now appear in the Navigator tab located on the left hand side.
Connecting to Dropbox3

OneDrive Provisioning

OneDrive Provisioning allows you to create onedrive accounts for your users. It works both with and without OAuth Authentication.

1.Start by selecting the OneDrive Provisioning option in the Connect To section under the Drives tab.
onedrive provisioning1

2.On the SharePoint Connection Wizard, select a SharePoint Portal to connect to. When prompted for login credentials, use a SharePoint or Global Administrator in order to be able to discover all users.
onedrive provisioning2

3.On the Select Users page, choose w/o OneDrives or w/OneDrives if you wish to only see users that fit one of those two categories. Select the users you would like to provision a personal OneDrive for and then click the Create OneDrive button.
onedrive provisioning3

4.After each operation click on the Update Cache button in order to get an updated list of users from the server.
onedrive provisioning5


NOTE: It may take time to create personal drives, this is dependent on each individual tenant.

Connecting to FileShare

In order to view a file share in the Connections panel within Essentials, you must map your PC to the file share:

1.Navigate to the file share in windows explorer and select the network location.
fileshare 1

2.Right Click and select Map Network Drive.
fileshare 2

3.Open Essentials, and note that the file share is now available in the Connections section.


NOTE: If you want to run Essentials as an admin, you will first need to add the Admin to the user group for the file share, otherwise you wont be able to see the file share in the Connections panel.

fileshare 3

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