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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

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Do the following in order to run a Retention Policy for outdated Backups: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2.Select the outdated backups you wish to delete from this backup project, and select Finish.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

 

Storage for Backup

In order to run this process a scheduled Backup must be in place and must have run at least one time.  Please follow the steps below to successfully move the file location of your Backup Job.

1.Select the backup job for which you wish to move the file location - the backup jobs are found in the Backup Navigator panel.

2.Right click on the backup job and select Delete, or click the Delete button from the Backup Navigator ribbon.
moving backup location

3.On the Confirm Backup Delete pop-up, click Ok. Do not check the box to delete content.
moving backup location2

4.On the Summary pop-up, click Ok.

5.Restart the Essentials Console.

6.Go to the View tab within Essentials and Select Scheduler.
moving backup location3

7.Select the Task that you are moving and choose the Edit Script option from the bottom menu.
moving backup location4

info

NOTE: If your Backup Job was created before July 20, 2015 Select Script to edit the Script.  If your Backup Job was created on July 20, 2015 or after select Edit Script to make changes to the Script.

8.A script window will appear. Within the script find the portion that refers to the project folder location (for example: "C:/Users/username/Essentials/.metadata/tasks/SharePoint-Backup.cmd"), and change the location to where you want the Backup to be saved.  Close the script window once you have made your changes.

9.Go to the location of the original Backup and Cut and Paste the entire Archive Folder from the old location to the new location.

10. Restart Essentials and then use the steps for Importing Backup Archives to link the Tool to the new Backup Location.

11. Run the Backup from the Scheduler by selecting the job and clicking Run in order to make sure the Backup runs without error.
moving backup location5

If you do run into any errors contact Support and we will help you with any issues.

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