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Metalogix Essentials for Office 365 2.9 - 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 Hyper Mode Classic Mode Copy Alerts Orphaned Users Copy 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

Creating Mailbox Classic Backup

Metalogix Backup supports the ability to create a backup of any single user's Exchange Online Mailbox or all users' Exchange Online Mailboxes across your Office 365 tenant (when licensed).
 

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NOTE: Mailbox Backup is Disabled by default, please see the Enabling Mailbox Backup section for instructions on how to enable this feature.

 
To create a backup for all or several user Exchange Online Mailboxes in your Office 365 tenant:

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.
Online Mailbox Backup2

3.Under the Connection section of the wizard, select "Office 365 Mailboxes" as your Service type.
online mailbox backup7

4.Enter your Global Administrator username and click the Connect button.
online mailbox backup8

5.When prompted enter your Global Administrator password and click Connect.

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NOTE: To backup all users' Exchange Online mailboxes 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.

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NOTE: Claims based and multi-factor authentication is not supported for Exchange Online connections.

6.You can choose to "Include all Office 365 Mailboxes", which will create a backup of all Office 365 Mailboxes, or you can select to specify which Office 365 Mailboxes 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.
online mailbox backup9 

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 more information about the Backup and Retention options available see the Creating a Full Backup section, for information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.
online mailbox backup11

 

To create a backup for a single user's Exchange Online Mailboxes in your Office 365 tenant:

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.
Online Mailbox Backup2

3.Under the Connection section of the wizard, select "Office 365 Mailbox" as your Service type.
online mailbox backup12

4.Next, enter the email address of the mailbox you wish to backup.
online mailbox backup13
 

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NOTE: To backup another user's mailbox, you will need explicit permissions to their mailbox or use an Office 365 Global Admin login when prompted.  Please note that this Admin user account must have an Exchange Online license assigned to it in order to be successful.

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NOTE: Claims based and multi-factor authentication is not supported for Exchange Online connections.

5.Choose your desired Backup, Retention, and Location options  (Note: a location must be specified in order to continue) and click Finish to begin. For more information about the Backup and Retention options available see the Creating a Full Backup section, for information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.
online mailbox backup11

Enabling Mailbox Backup

The Mailbox Backup feature is automatically disabled in Essentials. In order to continue using this feature, you must manually enable it by doing the following. 

 

1.Navigate to the Help tab, and Select Profile Manager. 
mailboxbackupenable2

2.Select the Migartion tab within Profile Manager.

3. Navigate to the Hyper Mode Settings portion, and select the option in order to Enable the feature.
classic mailbox backup 1

4.When exiting the profile manager, make sure you confirm that you would like to save your changes when the pop-up asks.

Include Only Backup Filter

When configuring the initial backup job, you may choose to apply an Inclusion filter against the content within the selected mailbox folders.  This filter is based on the modification date of each item within the mailboxes and is designed to Include the content within the specified time period (by Date or by Range), not Exclude.

Please review the following scenarios to determine which setting is best for your backup needs.  Please note that the initial filter configuration will impact how Updates (Full, Incremental, and Differential) are performed, so choose wisely.

Each configuration includes a chart displaying what will be included (green bar) versus what will be excluded (red bar).  The bar on the bottom represents the initial Full backup and each above it represents the updates that can be performed.

Include only those items More Recent than Date: MM/DD/YYYY

When this filter is chosen, the backup will only include items that were modified after the date specified and never items from before the date.
EXO-IncludeFilter-MoreRecent-Date

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