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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

Restoring Mailbox Classic 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
restore office mailbox backup 1
Or you can access the Restore Wizard by selecting "To Original Location" in the Restore section of the Ribbon.
restore backup3

2.This will start a copy mailbox content job.

Change Properties for Backup

Users can change the properties for their backups after the backups have been configured. To do so simply right click on the backup you wish to update, and select Change Backup Properties.

change backup properties 1

This opens up the Change Properties for Backup window.

change backup properties 2

List Copy Options

Backup content with:

Include Permissions - this option will include SharePoint site, list, and item level permissions from each uniquely permissioned object.

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).

Advanced Options

Apply Filter - this option will allow you to customize a filter to include/exclude content based on metadata.
 
Smart Backup - This functionality is only available for Hyper Backups, which can only be performed for OneDrive and SharePoint sites. This feature aids users in saving space on storage. It uses the MD5 algorithm to scan backup files and excludes duplicates.  The MD5 message-digest algorithm is used as a checksum to verify data integrity. If the checksum for files is the same, Essentials will save only one file instead of storing two equal files. Click here for more information on Smart Backups.

 

Admin Management

Users can change the Administrative accounts associated with a backup. This option is available from the right click menu.

Admin Managemnet 1

Once the Authentication and Admin Pooling window opens, you can choose to remove a current admin by selecting the ( - ) beside the admin name, or choose to add additional administrators by selecting < enter username >.
Admin Managemnet 2

If you choose to enter a new user, you will be asked for the username and a password.

Scheduling Backup Jobs

There are two alternative methods to schedule Backup jobs:

1.The application allows users to create scripts and then run them from a command line, PowerShell, or load them into Windows Task Scheduler.  You can learn more about this feature here.

2.Alternatively the application has an integrated User Interface that allows users to schedule and control their backup jobs.  You can learn more about this feature here.

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