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.
In order to perform the SharePoint Online Backup as a Classic Backup you must first turn off Hyper Backup.
The following is an overview on how to create a Full Classic Backup.
·It is recommended that the Metalogix application is installed under an account that has Local Administrator rights.
·It is recommended that the computer hosting the Metalogix application is not configured to Restart with Updates or go into Sleep Mode. Both options may interrupt running backups.
·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.
1.Go to the Backup Tab in the Metalogix Essentials for Office 365 menu.
2.From the Navigator pane select the Site Collection, site or sub-site that you would like to backup. Selecting the site from the Navigator pane prior to running the backup is optional, but this process will auto-populate the URL into the configuration wizard. Alternatively, you can skip to the next step and manually enter the SharePoint site URL into the appropriate field within the wizard.
3.In the Ribbon select the To Local Storage or the To Cloud Storage button. The Wizard will open to begin the configuration of your backup job.
§The To Local Storage option will save the backup project to a local or shared path within your network. Local Read/Write permissions will be required for the location selected.
§The To Cloud Storage option will save the backup project to your cloud storage account in either Amazon S3 or Azure Containers. Your account and key will be required. For more information about the Cloud Storage options, please see Connecting to Cloud Storage.
4.In the backup wizard enter a name for your backup project and select which Service you wish to configure. The following example will be using a SharePoint Online site collection for backup, however the configuration options for OneDrive for Business and Exchange Online can be found in the respective locations: Creating an Exchange Online Mailbox Backup, Creating an Office 365 Group Backup, and Creating a OneDrive for Business Backup
5.SharePoint site backups can be configured with the following options:
Include Sub-sites - this option will include all sub-sites (including their user created lists and content) of the parent site as defined in the project's previous Site URL field.
·Hidden lists, system lists (i.e. Galleries, Workflow History, User Information List and others not visible in the Site Contents section of SharePoint) and Apps are not included in the backup of any sites.
·The Backup operation is only designed to backup sites, user created lists, content (versions and metadata), user created custom views and SharePoint permissions (site, list and item). All other SharePoint objects, settings and configuration are not currently supported. Be sure to thoroughly test both the backup and restore of these objects in a non-production environment before deploying to production and contact Support with any questions or issues.
·Although aspx Pages are included in Backups, there have been occasions where web parts are missing or incorrectly assigned to the wrong zone after restore. Please be sure to thoroughly test any business critical pages to ensure they are backed up and restored properly in a non-production environment and contact Support with any questions or issues.
Exclude specific Sub-sites - this option will exclude all sub-sites that are specified in the loaded CSV file. To create this CSV file, simply enter the name of the sub-site which you wish to exclude from the backup, click the Load button and then select this file.
Include Permissions - this option will include SharePoint site, list, and item level permissions from each uniquely permissioned object.
Include List Views - this option will include any custom create list views.
NOTE: this does not include customized InfoPath Forms or views that were modified using SharePoint Designer.
Include Versions - this option will allow you to specify how many versions of each item to include with the backup. If left unchecked, no versions will be included, if "Include All Versions" is selected then all versions will be included. If "Include Most recent versions" is selected then only the number of versions specified will be included, starting with the most recent and working backwards (major and minor versions are included).
Apply Filter - this option will allow you to customize a filter to include/exclude content based on metadata.
Keep Full Backups - if configured, this will specify how long the software will retain any Full backups that were created in this project. The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.
Keep Incremental Backups - if configured, this will specify how long the software will retain any Incremental or Differential backups that were created in this project. The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.
Save Backup to Location
Save to - this option will determine if the backup project is stored on your local storage (local or network path) or within your cloud storage provider (Amazon S3 or Azure)
Location - this field will display the full path to the location where the backups will be stored. Click the Ellipsis button to the right to configure this location.
6.Press Finish to start the Backup.
Once a Backup exists, users can create updates by capturing a full or incremental snapshots of their SharePoint environment. Here are the basic guidelines for this process:
1.Select a SharePoint Online Backup project from the Backup Navigator panel.
2.From the Ribbon (or right-click menu for the selected backup) select the Update Backup option. This will generate the Update Backup Properties screen.
3.A user may select one of several options for the update:
Full Update - this will create a full snapshot of your currently configured backup project.
Incremental Backup - this will capture only the changes in your backup project since the last update, regardless if that update was Full or Incremental. In this scenario a user could create a series of Backups containing data changes for a specific time period.
Differential Backup - this will capture all the changes in your backup project since the last full Backup, even if other incremental Backups have been created in the interim.
Custom Filter Update - Selecting this option will allow you to update the filter options for the backup. Filters allow the inclusion or exclusion of items by user defined criteria, such as date, size, file extension, file name, or file owner.
Please note that the Apply Filter functionality is only applied to selected containers (i.e. site, lists or folders). If you select specific content (documents or items) then those objects will be included with the operation regardless of the filter applied. If you want to selectively include content, please select the container that this content resides in and apply the filter or apply the filter against the container first, then select the remaining content.
For the File Extension and Exclude Folders parameters only, you can use "," to set more than 1 criteria. For example, use this format "png,docx,pptx" to include multiple file extensions.
"Size" filter should have a whole number without decimals. It recommended not to use operators "Equal" and "Not Equal" to avoid difficulties with accurate file size if it more than 1 MB.
Use "Save Filter" option to save filter settings to file and load it in different wizards or Profile Manager. Note that filter file and filter fields have to match. For example, set of fields in filter will be different if you copy file into two different libraries.
Send Notification - Enter a specific user email address. For two or more, separate each email address with a comma.
Change Retention Policy - selecting this button will open the retention policy properties window, allowing you to update the retention policy for the backup.
4.Press Finish to update the Backup now or choose the Schedule button to configure a Windows Task Scheduler task to schedule the update backup (See the Scheduling Backup Jobs section for more information).
There are a variety of ways to perform a restore of a Classic SharePoint backup, based on your specific needs. This section will review the various components of a backup which can be restored and the ways in which to do so.
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