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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

How to Schedule Full Backups for SharePoint

Metalogix Backup is a client side application that connects to a SharePoint site or site collection, OneDrive for Business site(s), and Exchange Online Mailboxes and allows the objects contained within to be backed up to a network file share or cloud storage account and then restored back to its original location when needed. Full and incremental backups can be scheduled so they are run based on a predefined recurrence pattern. Metalogix Backup integrates seamlessly with Windows Task Scheduler (version 2) to trigger the backup operations, however, any scheduling application can be used.
 

We recommend that the User that will be running the Backup is a Local Administrator of the machine.  We also recommend that the machine is set to not restart with Updates or go into Sleep Mode.

1.Go to the Backup Tab in the Metalogix Essentials for Office 365 solution.

2.In the Ribbon you will select "To Local Storage" or "To Cloud Storage", and the Wizard will open to begin the Backup process.
Backup-FullBackup-01-SelectLocation

3.Proceed with the configuration specific to the service you wish to backup.

·SharePoint Online Site Backup

·OneDrive for Business Documents Backup

·Exchange Online Mailbox Backup

·OneDrive for Business Backup

4.Select Schedule to use Task Scheduler to schedule your first backup.  

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NOTE: the first, initial backup will always be a full backup and can only occur once.  After this backup has completed, then you can use the Update Backup option to run or schedule future backups; Full, Incremental and Differential updates.

schedule backup
 

5.Because this is the initial backup for this object, it can only select "One time only" as your option on how often to perform this task. Under advanced settings you can choose to "repeat task every" and then specify the time frame (the time frame options will perform the scheduled task more often than daily with 10 hours as the largest time increment that can be selected). Click Next to proceed.
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6.Enter the Start Time and Start Date for when you would like the Scheduled Backup to begin. Click Next.
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7.Click Finish to create the Backup job. You may be asked for your windows credentials, enter them and click Ok.
schedule backup4

 

If the backup job is failing to start at the scheduled day and time, please try the following configuration.

1.In Windows Task Scheduler, right click on the Backup Job and choose Properties.
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2.Uncheck the box for ‘Do not store password’ and Check the box for ‘Run with highest privileges’.  

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NOTE: Only use the "Run with highest privileges" option if you are using a username that is anything other than a Local Administrator. i.e. Domain Admins and Domain Users.

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3.After clicking OK you will be prompted for the password of the Admin account you created the backup with and click Ok.  

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NOTE: The username and password will be a Domain or Local Username and Password that you are logged into the machine as.  This will not be an O365 email and password even if that is what you are backing up.

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How to Schedule Incremental Backups for SharePoint

Follow these steps to schedule incremental backups for SharePoint:

1.Go to the Backup tab in the Metalogix Essentials.
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2.Select the Backup Project in the Backup Navigator, right click and choose Update.
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3.Select the type of update you wish to schedule (Full, Incremental or Differential) and then select Schedule this will open the scheduled task window.
Update backup1

4.In the Scheduled Task window, enter a title for the Update Job and select when you would like the it to run. Under advanced settings you can choose to "repeat task every" and then specify the time frame (the time frame options will perform the scheduled task more often than daily with 10 hours as the largest time increment that can be selected). Click Next to proceed.
Note:  

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NOTE: Be cautious to not have the Updates overlap each other or a Full Backup.

 
Update backup2

5.Set the start time and start date for the update job and click Next.
Update backup3

6.On the summary page review the details of your update job and click Finish to create the Backup job. You may be asked for your windows credentials, enter them and click Ok.
schedule backup4
 

If the backup job is failing to start at the scheduled day and time, please try the following configuration.

1.In Windows Task Scheduler, right click on the Backup Job and choose Properties.
schedule backup5

2.Uncheck the box for ‘Do not store password’ and Check the box for ‘Run with highest privileges’.  

info

NOTE: Be cautious to not have the Updates overlap each other or a Full Backup.

schedule backup6

3.After clicking OK you will be prompted for the password of the Admin account you created the backup with and click Ok.  

info

NOTE: The username and password will be a Domain or Local Username and Password that you are logged into the machine as.  This will not be an O365 email and password even if that is what you are backing up.

schedule backup7

Using Integrated Scheduler to Run Backup Jobs

The Schedule button located at the bottom of the properties screen will walk the user through the Scheduler Wizard to create a backup job.  To learn more about the scheduler, please refer to the Scheduler section in the Wizards section.
using scripts9

Backup Project Conversion

Due to a significant update made to improve performance, the format in which the backup projects are stored may need to be changed as well.  Any Backup projects created prior to the December 21, 2015 version will have the option to be converted.  This is an optional, one time, operation and any project already converted or any new project created after will be stored in the newer format and therefore the conversion will not be necessary.

The conversion process is fully automated and very simple to accomplish following the steps below.  Please allow adequate time for the process to complete before you continue using the software.  Depending on the size of the backup project, this process may take anywhere from several minutes to hours to conclude.

1.Update to the latest version of the software by going to the Help tab in Essentials, and selecting Check for Updates.
backup project conversion1

2.Determine which Backup projects need to be converted.  You can simply select the Backup project from the Backup Navigator pane, right click and choose Update or select the update button from the Backup Navigator pane.
backup project conversion2

3.When the Update Backup wizard appears, a message will appear if a conversion is available.
Conversion-Update-Message

4.(Optional but recommended) Before you convert the project, select your Backup project that you wish to convert from the Backup Navigator and choose the Export option.  This will export your backup project in its current format to another location (for an overview on how to perform an export and import of a backup please see the Import/Export Backup Archives sections).  If anything should happen during the conversion process you can Import your project back into the software and try again.  If you receive any error messages during the Export process, please contact support before proceeding.

5.To convert your backup project, select the project in the Backup Navigator pane, right click and choose the option “Convert to New Version Project”.  If the option is not present, then the project is already stored in the new format and therefore does not need conversion.
Conversion-Option

6.Click OK on the confirmation dialog pop-up in order to begin the conversion. Depending on the amount of content in the project, this process may take a few minutes to several hours to complete.  During the conversion process, please do not create any new backups.
backup project conversion3

7.Once it is done, click OK on the confirmation dialog and restart the software to finish the procedure.

8.Repeat this process for each Backup Project that you would like to convert.

If you receive any error messages or would just like some assistance, please contact support.

 

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