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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 OneDrive Hyper Backup

Essentials Backup supports the ability to create a backup of any single OneDrive for Business or all OneDrives across your Office 365 tenant (when licensed).

To create a backup for OneDrive for Business sites 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.
OneDrive for Business backup1

3.Under the Connection section of the wizard, select "OneDrive for Business" as your Service type.
OneDrive for Business backup2

4.Enter your Global Administrator username and click the Connect button.
OneDrive for Business backup3

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

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NOTE:

·To backup all OneDrive for Business sites you will need to enter your Office 365 Global Administrator login and password.

·If creating a backup of a Single OneDrive for Business Site, the account used to create the backup must already have at least Designer permissions to the OneDrive being backed up.

6.You can choose to "Include all OneDrive for Business Sites", which will create a backup of all of your OneDrive for Business Sites, or you can select to specify which OneDrive for Business sites 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.
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7.Choose your desired Backup, Retention, and Location options (Note: a location must be specified in order to continue).

Backup Options
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Include Sub-sites - this option will include all sub-sites (including their user created lists and content) of the parent site as defined in the project's previous Site URL field.  

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NOTE:

·Hidden lists, system lists (i.e. Galleries, Workflow History, User Information List and others not visible in the Site Contents section of SharePoint) and Apps are not included in the backup of any sites.

·The Backup operation is only designed to backup sites, user created lists, content (versions and metadata), user created custom views and SharePoint permissions (site, list and item).  All other SharePoint objects, settings and configuration are not currently supported.  Be sure to thoroughly test both the backup and restore of these objects in a non-production environment before deploying to production and contact Support with any questions or issues.

·Although aspx Pages are included in Backups, there have been occasions where web parts are missing or incorrectly assigned to the wrong zone after restore.  Please be sure to thoroughly test any business critical pages to ensure they are backed up and restored properly in a non-production environment and contact Support with any questions or issues.

 

Exclude specific Sub-sites - this option will exclude all sub-sites that are specified in the loaded CSV file.  To create this CSV file, simply enter the name of the sub-site which you wish to exclude from the backup, click the Load button and then select this file.
 
Include Permissions - this option will include SharePoint site, list, and item level permissions from each uniquely permissioned object.
 
Include List Views - this option will include any custom create list views.  

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NOTE: this does not include customized InfoPath Forms or views that were modified using SharePoint Designer.

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).
 
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.
 
Retention Policy
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Keep Full Backups - if configured, this will specify how long the software will retain any Full backups that were created in this project.  The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.
 
Keep Incremental Backups - if configured, this will specify how long the software will retain any Incremental or Differential backups that were created in this project.  The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.

 
Save Backup to Location
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Save to - this option will determine if the backup project is stored on your local storage (local or network path) or within your cloud storage provider (Amazon S3 or Azure)
 
Location - this field will display the full path to the location where the backups will be stored.  Click the Ellipsis button to the right to configure this location.
 

8. Click Finish to begin.  For information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.
Online Mailbox Backup6

Updating OneDrive Hyper Backup

Once a Backup exists, users can create updates by capturing a full or incremental snapshots of their OneDrive environment.  Here are the basic guidelines for this process:

1.Select a OneDrive Backup project from the Backup Navigator panel.
OneDrive backup update 1

2.From the Ribbon (or right-click menu for the selected backup) select the Update Backup option.  This will generate the Update Backup Properties screen.
OneDrive backup update 2

3.A user may select one of several options for the update:
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Full Update - this will create a full snapshot of your currently configured backup project.

Incremental Backup - this will capture only the changes in your backup project since the last update, regardless if that update was Full or Incremental.  In this scenario a user could create a series of Backups containing data changes for a specific time period.

Differential Backup - this will capture all the changes in your backup project since the last full Backup, even if other incremental Backups have been created in the interim.

Send Notification - Enter a specific user email address. For two or more, separate each email address with a comma.

4.Press Finish to update the Backup now or choose the Schedule button to configure a Windows Task Scheduler task to schedule the update backup (See the Scheduling Backup Jobs section for more information).

Restoring OneDrive Hyper Backup

There are a variety of ways to perform a restore of a OneDrive backup, based on your specific needs. This section will review the various components of a backup which can be restored and the ways in which to do so.
onedrive restore 1

 

Restoring a List from OneDrive 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
onedrive restore 1
Or you can access the Restore Wizard by selecting "To Original Location" in the Restore section of the Ribbon.
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2.The Restore Backup wizard will now be generated. Enter the OneDrive Owner.
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3.You can choose from the following configuration options:
List Copy Options
restore onedrive to new place 2
Include Permissions - Select this option to copy the content permissions of the content within the list/library.
Include Versions - copy the version of the content included within the list/library. You can specify if you would like to include all versions of the content, or whether you would like to include the most recent number of specified versions of the content.

Advanced Options
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Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.

Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration.
The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time.
 
To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modifed.
To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

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NOTE: The Overwrite if File Exists parameter will be disabled if this option is selected.

Enable Azure Turbo Mode - When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Access Key. If you cannot supply this information, please search our online Knowledge Base, User Manual, or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.
 

7.Once you have configured all of your settings, click Finish to complete the restore.

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NOTE: By default the restore process will put all the content, metadata, site/list structure, permissions and other supported objects back into the original backup location.

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