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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

Retention Policies

This section provides an overview of setting, running, and scheduling Retention Policies for backups.

Retention Policies are accessed through the Backup Navigator pane.
Retention policies 1

Set Retention Policy

Do the following in order to set a Retention Policy for a Backup:

1. Select the Retention Policy button on the Backup Navigator ribbon, and select the "Set Retention Policy" option.
set retention policy 2

2.Select the retention policies you want to apply to all your backups, and select Finish.
retention policy 3

 

Run Retention Policy

Do the following in order to run a Retention Policy for outdated Backups:

1. Select the Retention Policy button on the Backup Navigator ribbon, and select the "Run Retention Policy" option.
run retention policy

2.Select the outdated backups you wish to delete from this backup project, and select Finish.
retention policy 5

 

Schedule Retention Policy

Do the following in order to Schedule automatic deletion of your Backups:

1. Select the Retention Policy button on the Backup Navigator ribbon, and select the "Schedule Retention Policy" option.
schedule retention policy

2.Select the backups you want to set a schedule for, and click Schedule.
retention policy 7

3.Give your scheduler task a name, and select the schedule for the automatic deletion of your backups. Click Create Task.
Retention Policy 8

 

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