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Backup for SharePoint 6.12 - User Guide

Copyright Product Overview Managing licenses Upgrading Metalogix Backup for SharePoint Configuring Metalogix Backup for SharePoint Backing up and restoring farm components Restoring granular objects

Mounting SharePoint Full Farm Backup

The SharePoint Full Farm Backup option allows you to mount backups taken by SharePoint from Central Administration or PowerShell (Backup-SPFarm). These backups usually contain multiple .BAK files so you must select the folder that contains all the backup files.

To mount a SharePoint Full Farm Backup, do the following:

1.From the Management Console workspace selector click Granular Restore.

2.Launch the Content Database Mount and Link Wizard by doing one of the following:

·Click the Overview tab and then click Mount and Link Content Database from the ribbon.

·Click the Import and Mount tab and click Mount and Link Content Database from the ribbon.

3.Click Next in the Content Database Mount and Link Wizard Welcome step. The Source Type step appears. Select SharePoint Full Farm Backup as the content database source type.

4.Click Next. The Target SQL Server step appears.

a.Enter the name of a SQL Server, or click Browse and select a SQL Server.

b.For authentication, either use the Backup Service credentials or enter the server's credentials.

5.Click Next. In the File Location step, enter the Backup Directory Location that contains the SharePoint Full Farm Backup. Select a Metalogix Backup for SharePoint set from the drop down list. Select the Content Database that you wish to mount.

6.Click Next. In the Options step, give the content database mount a name and a description. If the backup was created using Microsoft SQL Server Filestream, select the check box Filestream folder path and specify the location.

7.Click Next. In the Staging Path step, select the network location that will be your staging path. The staging path used must be located on a machine where the Backup Service user is a local administrator, otherwise you cannot mount the database.

8.Click Next. In the Target Farm step, select the target farm.

9.Click Next. In the Summary step, click Mount in order to mount the SharePoint Full Farm Backup.

10.You can now view the mount operation details of the mounted content database from the Overview tab and view the contents of the backup set from the Import and Mount tab.

 

Linking to a SQL Server Content Database

The SQL Server Content Database option allows you to link directly to an existing SQL database that is already mounted.

In order to Mount a SQL Content Database, do the following:

1.From the Management Console workspace selector click Granular Restore.

2.Launch the Content Database Mount and Link Wizard by doing one of the following:

·Click the Overview tab and then click Mount and Link Content Database from the ribbon.

·Click the Import and Mount tab and click Mount and Link Content Database from the ribbon.

3.Click Next in the Content Database Mount and Link Wizard Welcome step. The Source Type step appears. Select Link to Content Database as the content database source type.

4.Click Next. The Content Database step appears.

a.Enter the name of a SQL Server, or click Browse and select a SQL Server.

b.Either use the Backup Service credentials or enter the server's credentials.

c.Click Populate to populate the drop down list of available content databases. Select a content database from the drop down list.

5.Click Next. The Options step appears. Enter a content database link name and a description. If the backup was created using Microsoft SQL Server Filestream, select the check box Filestream folder path and specify the location.

6.Click Next. The Target Farm step appears. Select the target farm.

7.Click Next. The Summary step appears. Click Mount to mount and link the content database.

8.You can now view the mount operation details of the linked content database from the Overview tab and view the contents of the linked database from the Import and Mount tab.

 

Restoring SharePoint objects

Metalogix Backup for SharePoint lets you restore complete site collections and Web sites. You can also restore individual objects and their child objects. You can choose whether to restore the backed-up objects in place of the existing objects or in a new SharePoint location. You can also restore to a local copy on your computer.

The following checklist helps guide you when you restore SharePoint objects:

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Follow these steps ...

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Choose one of the following restore types:

·In-place

·Out-of-place

·Local

For more information about the restore types, see Understanding the granular restore process.

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Identify the objects to restore. Objects can include the following:

·Site collections.

·Web sites

·Libraries

·Lists

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For each collection of objects you need to restore, determine which backup set contains those objects.

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Specify the restore operation. For more information about restoring a backup, see Restoring a backed-up SharePoint object.

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NOTE: Restoring granular objects can only be done on the same version of SharePoint from which the backup was taken.

Understanding the granular restore process

Metalogix Backup for SharePoint uses a Backup Service that you install on your SharePoint Web Front End (WFE) servers or SQL Server to perform all backup and restore operations. The Backup Service communicates with both the Management Service and with SharePoint. When Metalogix Backup for SharePoint restores backed-up SharePoint objects, it follows the SharePoint object model:

·Documents or Files

·Folders

·Libraries

·Lists

·List items

·Sites or Web sites

·Site Collections

What restore type options are available?

The Restore Type option allows you to specify how Metalogix Backup for SharePoint restores the backed-up objects. Each restore type has its own wizard that guides you through the restore process.

In-place

When you perform an in-place restore Metalogix Backup for SharePoint will add the missing objects to the destination. With the Overwrite Data option available in the restore wizards, when selected, allows you to overwrite content on your farms with the content selected in the restore section.

Out-of-place

An out-of-place restore creates new SharePoint objects in your farm. Metalogix Backup for SharePoint restores the backed-up objects to a different SharePoint location. The new location must be a valid SharePoint structure for the objects. For example, you cannot restore a list within another list.

If an object that you restore has the same name and type as an object that already exists, Metalogix Backup for SharePoint prompts you to overwrite the existing object or skip it.

If an object that you restore has the same name as an object that already exists, but is a different object type, Metalogix Backup for SharePoint does not restore the object.

Metalogix Backup for SharePoint never automatically overwrites objects during an out-of-place restore. No objects with the same name can exist at the same place in the hierarchy. For example, If you back up List1 under Web site A, and Web site B already has a List1, you cannot restore the backed-up List1 under Web site B.

The restored objects have all of the applicable permissions that were defined when the objects were backed-up. The out-of-place restore option lets you copy and move SharePoint objects and their child objects.

Local

Creates a hierarchy of folders in a location accessible to the computer that hosts the Management Console, then copies the backed-up SharePoint files and folders to that location.

Each restored file or folder inherits the permissions of the local folder. The local restore option lets you retrieve a local copy of the file. You can use this option to quickly retrieve a copy of a backed-up file and verify that you selected the correct version of the file. Metalogix Backup for SharePoint lets users perform local restores to their computer.

What should I consider when I restore SharePoint objects?

When you restore an object, the parent of the target object must already exist. For example, if you perform an in-place restore of Web site B and Web site B is under Web site A in the backup set, Web site A must exist in the restore target location to restore Web site B. If you perform an out-of-place restore of Web site B , the Web site that you select to restore Web site B must exist.

When you restore a SharePoint object, Metalogix Backup for SharePoint does not modify the parent of the target object. Because of this, Metalogix Backup for SharePoint cannot restore some components of SharePoint objects that require changes to the target parent. This means that among others, Metalogix Backup for SharePoint is unable to restore workflows, links, and custom column names.

If you restore a custom list, Metalogix Backup for SharePoint may not restore the changes to the default column names. If the custom column names do not exist in the target parent SharePoint object, Metalogix Backup for SharePoint cannot restore these changes.

When you restore a document or list item, Metalogix Backup for SharePoint does not restore any workflows that are associated with that document. If you restore a site that contains lists or libraries with workflows that are set to start automatically, the workflow is restored but is set to start manually. When you restore a document or list item that includes an associated Web Part, Metalogix Backup for SharePoint does not restore the Web Part

When you restore only a list, and you have configured custom content types or inherited content types, Metalogix Backup for SharePoint may not restore the content types and workflow associations for the list. Metalogix Backup for SharePoint restores what it can based on whether the content types exist in the target parent.

If you restore in-place list items that were deleted, Metalogix Backup for SharePoint creates new list items. If you perform another in-place restore operation that includes those list items, Metalogix Backup for SharePoint may create duplicate objects because the internal identifiers for the list items do not match the originally backed-up objects.

When you restore an object using a differential backup, Metalogix Backup for SharePoint displays two restore operations on the Management Console Overview tab: a restore from the full backup immediately followed by a restore from the differential backup.

What permissions are required to restore SharePoint objects?

Metalogix Backup for SharePoint uses the permissions of the logged in user on the computer where the Management Console is installed. When you restore a site collection, Web site, or SharePoint item, Metalogix Backup for SharePoint takes into account both the current permissions that the user has and the permissions the user had when the backup was created.

The user must have appropriate permissions assigned both when the backup was created, and in the present. In the present, the permission applies to the site collection that is the target for the restore. The user must have one of the following permissions assigned, otherwise if the user did not have sufficient permissions when the objects were backed-up, Metalogix Backup for SharePoint displays the site collections and Web sites in the backup set as disabled.

Site Collection Administrator
Users with the Site Collection Administrator role can restore SharePoint items to any site or site collection where they are the administrator.

Web Application Policy - Full Control
A user who has full control as a result of a Web application policy can restore SharePoint items to any site or site collection in a Web application where they are granted full control.

SharePoint Farm Administrator
A SharePoint Farm Administrator can restore SharePoint items to any site or site collection in a SharePoint farm, including MySites for all users.

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