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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

Restoring a List from OneDrive Backup

The following are instructions for restoring a OneDrive List/Library from a specific backup:

1.Navigate to the backup, You can access the Restore wizard by either right-clicking on the selected username and selecting the "Restore" option
onedrive restore 1
Or you can access the Restore Wizard by selecting "To Original Location" in the Restore section of the Ribbon.
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2.The Restore Backup wizard will now be generated. Enter the OneDrive Owner.
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3.You can choose from the following configuration options:
List Copy Options
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Include Permissions - Select this option to copy the content permissions of the content within the list/library.
Include Versions - copy the version of the content included within the list/library. You can specify if you would like to include all versions of the content, or whether you would like to include the most recent number of specified versions of the content.

Advanced Options
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Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.

Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration.
The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time.
 
To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modifed.
To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

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NOTE: The Overwrite if File Exists parameter will be disabled if this option is selected.

Enable Azure Turbo Mode - When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Access Key. If you cannot supply this information, please search our online Knowledge Base, User Manual, or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.
 

7.Once you have configured all of your settings, click Finish to complete the restore.

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NOTE: By default the restore process will put all the content, metadata, site/list structure, permissions and other supported objects back into the original backup location.

Restoring a List from a OneDrive Backup to a New Place

The following are instructions for restoring a OneDrive List/Library from a specific backup to a new place:

1.Navigate to the backup and select a list or library to restore.

2.You can access the Restore wizard by right-clicking on the selected site or list and selecting the "Restore to new place" option.
restore onedrive to new place 1

3.The Restore Backup wizard will now be generated. Enter the OneDrive Owner.
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4.In the wizard provide the new site url for the new place where you would like to restore the list or library. Click Connect.
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5.Enter account credentials for the site url provided above, and click Finish.
restore to new place 4

6.You can choose from the following configuration options:
List Copy Options
restore onedrive to new place 2
Include Permissions - Select this option to copy the content permissions of the content within the list/library.
 
Include Versions - copy the version of the content included within the list/library. You can specify if you would like to include all versions of the content, or whether you would like to include the most recent number of specified versions of the content.

 

Advanced Options
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Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.

Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration.
The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time.
 
To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modifed.
To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

info

NOTE: The Overwrite if File Exists parameter will be disabled if this option is selected.

Enable Azure Turbo Mode - When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Access Key. If you cannot supply this information, please search our online Knowledge Base, User Manual, or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.
 

7.Once you have configured all of your settings, click Finish to complete the restore.

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NOTE: By default the restore process will put all the content, metadata, site/list structure, permissions and other supported objects back into the original backup location.

Hyper Office 365 Groups Backup

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.

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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.

Creating an Office 365 Groups Backup

Essentials Backup supports the ability to create a backup of any single, or all, Office 365 Group sites:

1.Press the "To Local Storage" or the "To Cloud Storage" button located in the ribbon. This will generate the Backup Properties screen.
Online Mailbox Backup1

2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.
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3.Under the Connection section of the wizard, select "Office 365 Groups" as your Service type.
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4.Enter your Global Administrator username and click the Connect button.
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5.When prompted, enter your Global Administrator password and click Connect.

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NOTE: To backup all Office 365 Group sites you will need to enter your Office 365 Global Administrator login and password.  Please note that this Admin user account must have an Exchange Online license assigned to it in order to be successful.

6.You can choose to "Include all Office 365 Groups", which will create a backup of all of your Office 365 Groups, or you can select to specify which Office 365 Groups you wish to backup by either loading a list from a CSV file (by clicking Load from CSV), or selecting from a list provided by clicking Select from Office 365.
create office 365 backup 2

7.Choose your desired Backup, Retention, and Location options (Note: a location must be specified in order to continue) and click Finish to begin. For information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.
 
Backup Options
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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).
 
Include Group Mailbox (This option is only available for Classic Backups)- include the group mailbox in the office 365 group backup.
 
Include only those items - This "Include Only" filter allows the configuration of which items, based on creation date, should be included with this backup.
The filter provides the following four scenarios. Please note that using this filter will also dictate which items are included in updates (Full, Differential and Incremental).
Include only those items "more recent" than a specified date. When this is configured, the backup will only include items created from today back until the specified date. It will never include items that were created prior to this date since the starting point (the specified "Date") has been explicity defined.
Include only those items "more recent" than a range. When this is configured, the backup will only include items created from today going back to the number of days, weeks, months or years configured. Both the today date and the starting point are dynamic and will vary based on the operation's start and end times.
Include only those items "older" than a specified date.  When this is configured, the backup will only include items created prior to the specified date. In this configuration, since both the start and end dates are explicitly defined updates are unnecessary as the included items will never change. This option should only be used for a one-time backup operation.
Include only those items "older" than a range. When this is configured, the backup will only include items created prior to the specified date going back to the number of days, weeks, months or years configured. Both the starting date and the ending point are dynamic and will vary based on the operation's start and end times.
 
Send Notification -this option can be changed when updating a backup.
 
Smart Backup - This functionality in Hyper Backup will help you to save space on storage. It uses the MD5 algorithm to scan backup files and excludes duplicates.
 
Retention Policy
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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
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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.

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