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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

Connecting to Cloud Storage

In order to connect to your Amazon S3 or Azure cloud storage locations, you need to do the following:

a.Under the Backup tab, in the backup section, click the "To Cloud Storage" option in order to create a new backup to Cloud Storage.
Backup Connecting to Cloud 1

b.Once the Backup Properties window pops up, give your backup a name. Select the Service type - the selection you make here will determine what other connection information is required of you.
 
SharePoint Site - if you select this as your service type, you will be asked to input the Source URL for your SharePoint Site.
backup connecting to cloud 2
 
OneDrive for Business - if you select this as your service type, you will be asked to input an admin username for your OneDrive for Business account, followed by clicking the Connect button.
backup connecting to cloud 3
Enter the password for the OneDrive admin account and click Connect.
backup connecting to cloud 4
Once you are successfully connected, you can select which objects you would like to backup.
backup connecting to cloud 5
 
Office 365 Group - if you select this as your service type you will be asked to input an admin username for your Office 365 account, followed by clicking the Connect button.
backup connecting to cloud 6
Enter the password for the Office 365 admin account and click Connect.
backup connecting to cloud 4
Once you are successfully connected, you can select which object you would like to backup.
backup connecting to cloud 7

3.Under the Configuration options, expand the "Save Backup To Location" section. Select Cloud Storage as your location option and then click the Ellipses button directly to the right of the location field.
backup connecting to cloud 8

4.Select your Cloud Storage Provider (Amazon S3 or Azure) and click the ellipsis button at the end of the location field to continue.
backup connecting to cloud 9

5.Continue to the Steps to Connect to Azure Cloud Storage section, or the Steps to Connect to Amazon S3 Cloud Storage section for further instructions.

Steps to Connect to Azure Cloud Storage

1.Enter your Azure Storage account name and click the Connect button.
connect to Azure1

2.You will be prompted for your Azure Storage primary key, enter your key and click Connect.
connect to Azure2

3.Once the connection is successfully established, the list of containers will display on the left side of the view.  Select the container in which you wish to store the backups and its current list of available folders will appear on the right.  Select the folder in which you wish to store the backups or click Create Folder to create a new folder.  When finished, click OK to continue.
connect to Azure3

4.Confirm that the path displayed in the Location field is correct and then click OK to continue.
connect to Azure4

5.You will now be returned to the initial backup configuration. The "Save To Location" field will now be populated and you have another opportunity to modify the current settings or click Finish to begin the backup.
connect to Azure5

Steps to Connect to Amazon S3 Cloud Storage

1.Enter your Amazon S3 Access Key and click the Connect button.  
connect to amazon1

2.You will then be prompted for your Amazon S3 Secret Key, which you should enter and the click the second Connect button.
connect to amazon2

3.Once the connection is successfully established, the list of buckets will display on the left side of the view.  Select the bucket in which you wish to store the backups and its current list of available folders will appear on the right.  Select the folder in which you wish to store the backups or click Create Folder to create a new folder.  Click OK to continue.
connect to amazon3

4.Confirm that the path displayed in the Location field is correct and then click OK to continue.
connect to amazon4

5.You will now be returned to the initial backup configuration.  The "Save To Location" field will now be populated and you have another opportunity to modify the current settings or click Finish to begin the backup.
connect to amazon5

Hyper vs Classic Backup Setup

SharePoint Online, OneDrive, and Office 365 Group Backups are automatically set to occur in Hyper mode. If you wish to create a backup for one of these tenants in Classic mode you must first turn off the hyper mode capability:

1.Navigate to the Help tab in the Essentials tool, and select Profile Manager.
SPO classic backup 1

2.Under the Migration section of the profile manager, deselect the Hyper Backup option.
Hyper backup option 1

3.When exiting the profile manager, be sure to confirm that you want your changes saved when asked by the pop-up.

4.Restart the Essentials tool for these changes to take effect.

info

NOTE: Once you perform the restart, you will no longer be able to see the hyper backup jobs in the Backup Navigator pane, as hyper backup will be turned off.

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