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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

User Impressions

User Impressions is a view in the Service Manager application (license required) that displays information about a specific user's consumption and usage across various services within their Office 365 tenant.  More than just a view, some parameters can be edited and all information can be exported to an Excel file or generated using a script.

To generate a User Impression, please follow these steps:

1.Open any view that contains the user whose impression needs to be generated (for example, Office 365 Users)

2.Select the user, right click and select User Impressions.
user impressions 1

3.Enter your Global Admin user and password in the browser popup when it appears and click Sign In.

4.After a few moments, the User Impression should appear populated with this selected user's information.

You may also generate the User Impression report using a Script or Schedule by clicking the appropriate button at the bottom of the dialog.  Due to the APIs that are used, it is recommended that you use the Generate Script function on this dialog first, so the required refresh token can be made available.  Once the refresh token is available, it can be used for all other User Impression scripts until it expires (approximately 6 months).

Essentials -cmd impressions -userLogin -refreshToken AQABAAAAAADRNYRQ3dhRSrm-8K-adpCJnUq4kfSrydu9vNSAg6gs6fbCYFr5RKd776shS5nlLxbJAGHKAv-06UIfkH0qY1vNVIRSnyDtl7i3QHoZhe2CunEBlAy85-BfdiobXEKL6pTxzoZ1FW049-dkvdvXc0gJG0N-eqNG8FDezEMX4EL3hO3mtjI4bNhOQm2eJ41i7Cb21BhtWIy12NpiipPH9x5LXqndsVvh5cRwN1AjCggyCkzNiyHKfCxo6b7QQpH0tz4Fmbo3QjLoHFPQ6zk7xkgzkMF6gv_V-phMIa2kyqTSsxJe1lgIGuBw3MiPuHbH8g0qulDkt0liII3CHAj1-vN0HglaUWbI3hytcI_lVK2VYKlITaBv1MALjVHut5lFpsLpLkIKPiJxz8HoNxXUKr9lEtt5MSZ9ZcYmHzyFOS3xrc1U_kkj4aNANjcWkIRhxMdt_OhVvZl5F7ew2RVTCNU4x-5FBs-N0o_X3AW6QA98NGMq8nY0lLW2AoCiXgkq2XUjxIddvq7B9nL4GmCNMBtPABGhQGc3XNVm-FjfDS5gKbfm1fejPxE0c1YreSzOV8Ku5p79a0gvOFmaNL7m1UV-QWU_wR_I20NdJCi50eRIDsnU9H1CUppag27ci6ml3ubZUZ_S3FdyZQmFyCbzNmouSA7BHMHqNsdTRm4z_tjlJG_HF3XcS77OrGrhu8zPnB4gAA -path "C:\Output\userImpression.xlsx" -srcuser "" -srcepass "encryptedPassword" -log 'C:\Output\output.xml' -noSplash

The browser authentication and refresh token for scripts is required for the Group Membership information.  If you choose to not provide either, the User Impression will still be functional but it will not contain Group Membership information.

More than just a view, some functionality is provided to edit or update certain values.  If text is written in blue font, there is a drop-down arrow, an Edit icon or Remove/Delete icon, you may select any of these to perform an update to this parameter.  When the value has been modified from its original, the following visual indicators will be present:

·If a text or choice field has been modified, the label will appear in bold font

·If a user(s) has been added to a group or been granted permissions, their name will appear in green font.

·If a user(s) has been removed from a group or had permissions revoked, their name will appear in red font.

Once all changes have been made, please click the Finish button to update the required Office 365 services or Cancel to close the dialog without making any updates.


Backup Tab

Metalogix Essentials for Office 365 Backup is a simple and easy to use backup tool that empowers administrators and power users to efficiently backup, archive, and restore their content from SharePoint, Office 365 SharePoint Online, OneDrive for Business sites, and Exchange Online mailboxes (when licensed).  With Metalogix Backup, you can quickly retrieve individual items or entire sites.

·Site Backup: Backup and extract site collections, sites, lists and libraries, documents and versions, permissions, views, column groups, fields, terms, and content types in SharePoint or Office 365.

·OneDrive for Business Backup:  Backup and extract content, versions and SharePoint permissions from one or more users' OneDrive for Business Documents library within your Office 365 tenant.

·Exchange Online Mailbox Backup:  Backup and extract messages, folders, calendar events, tasks and more from one or more users' Exchange Online Mailboxes within your Office 365 tenant. This feature is automatically disabled and must be manually enabled.

·Cloud Storage: Backup and Restore to/from Azure and Amazon S3

·Extract: Extract legacy or orphaned content from SharePoint and Office 365 to a file system based on specific search and filter criteria of your choice.

·Restore: Restore content to existing SharePoint or Office 365 site collections, sites, list and libraries, and folders without rolling back the entire SharePoint farm. (Cannot be used for Migration.  Choose Metalogix Essentials for Office 365 migration for the best results)

·Ensure High Availability: Access critical content and ensure continuous 24x7 business operations in Office 365 and other hosted environments in the event of a service interruption through local backups.

·Rapid Item Level Restore: Granularly restore selected SharePoint items from the local backup copy with the option to include metadata, versions, and authorship properties.

·Schedule Backups: Use Windows scheduler to run full or incremental backups from PowerShell or the command line as a part of larger batch jobs.


NOTE: As with any Backup solution, it is strongly recommended that you thoroughly test the solution in a non-production environment prior to running any operations against your production data. Make note of all backed up and restored objects, their behavior, the process itself, scheduled operations as well as the results. If at any time you have additional questions about objects and functionality, please open a ticket with support for additional information.

Interface Overview

The application consists of three primary panes (1) Navigator, (2) Contents Area, (3) Backup Navigator Area.  A set of windows is automatically generated when Loading or Downloading operation is performed.
Backup Interface Overview 1

The picture above represents the default arrangement for these panes.


NOTE: We have found this to be the ideal configuration, but the individual panes may be rearranged, minimized or maximized.

Navigator Pane

The objects displayed in the Navigator area are limited to sites, sub-sites, lists and libraries.  Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object in the Contents pane.  In addition, a set of options is available from right-click menus and the ribbon at the top of the screen.
backup navigator pane

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