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Metalogix Backup for SharePoint 6.5.1 - Advanced Installation Guide

About This Guide Considerations Product requirements Installing and deploying Metalogix Backup for SharePoint Upgrading Metalogix Backup for SharePoint Configuring Metalogix Backup for SharePoint

Selecting the Database Servers to Install the Backup Service on

The Database Servers page of the Configuration wizard lists the standalone database servers in your SharePoint farm. A standalone database server hosts one or more SharePoint database components, but does not host a Web front end (WFE).

Metalogix Backup for SharePoint uses the Backup Service instances that you install to back up the SharePoint objects that you specify in the farm.

If your disaster recovery planning includes farm backups of SharePoint 2010, 2013, or 2016 farms, you must install the Backup Service on every WFE and every database server in your SharePoint farm.

When you use the Configuration wizard, you can install the Backup Service on any database servers in the farm.

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TIP: The Database Servers page only appears if your farm includes one or more database servers that do not also host a WFE.

You should normally use the Configuration wizard to install the Backup Service on every database server in your SharePoint farm.

You can also use the Management Console to install the Backup Service on WFE hosts in the SharePoint farm. In addition, if you add a WFE or a database server to your farm, you can use the Management Console to install the Backup Service on the new server.

Finally, you can use the Metalogix Backup for SharePoint installer to install the Backup Service on the WFE or database server directly. To do so, you must be able to log in to the server with an account that is a member of the administrators group on the server. For more information about installing the Backup Service, see Installing the Backup Service manually.

When you install a Backup Service, you select the database server to install on. You also specify the user name and password that the Backup Service uses to run. The user account that you specify must have specific permissions for the farm. For more information about the permissions that the Backup Service user account requires, see Backup Service Requirements.

In the Database Servers page of the Configuration wizard, review the selected servers, then click Next.

Can I manually install additional Backup Service instances?

Normally, you should not need to manually install additional servers. The Database Servers panel let you install on every database server in the farm.

If you add a database server, you can manually install an additional Backup Service in the Configuration tab in the Management Console. For more information about installing the Backup Service manually, see Installing the Backup Service manually.

Deploying the Self-Service Recovery solution

The user must have adequate SharePoint permissions to access the library items. In addition, the user must have had adequate SharePoint permissions to access the item when it was backed-up.

When you deploy the Self-Service Recovery feature, Metalogix Backup for SharePoint does the following automatically:

·Copies the Self-Service Recovery SharePoint Solution package (.WSP file) to the SharePoint Farm Solution store.

·Deploys the solution to the Web application that is the parent of any site collections that you specify.

·Activates the deployed solution as a SharePoint feature on the site collections.

The Self-Service Recovery feature is optional. You do not have to deploy it to use Metalogix Backup for SharePoint. You should deploy the Self-Service Recovery feature on every site collection where you want to use it.

 
Steps to deploy the Self-Service Recovery solution

1.Open the Management Console.

2.OPTION 1

a.From the toolbar, click the File tab.

b.From the options presented, click Deploy SharePoint Components. The Deploy SharePoint Components dialog appears.

Toolbar_File_DeploySharePointComponents

OPTION 2

a.From the ribbon, click the Deploy, repair, or remove the end-user self-service recovery solution icon. The Deploy SharePoint Components dialog appears.

Ribbon_Deploy_SSR

OPTION 3

a.From the bottom-left pane in the Management Console, click Configuration. The Configuration panes appear.

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b.Click the Deploy SharePoint Components icon. The Deploy SharePoint Components dialog appears.

Configuration_Ribbon_DeploySharePointComponents

3.From the list of site collections, select the site collection where the solution will be activated.

Deploy_SharePoint_Components

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NOTE: To provide granular control, the Self-Service Recovery solution is installed as a common feature for the entire SharePoint farm. You can manually activate or deactivate the solution for each site collection.

4.Verify that the Deploy the Metalogix Backup for SharePoint Self-Service Recover Solution check box is selected.

5.Click Deploy. Otherwise click Cancel to exit the deployment.

6.If the deployment is successful, a confirmation dialog appears indicating the success of the deployment.

 

Configuring the Self-Service Recovery Settings

Use the Metalogix Backup for SharePoint Management Console to configure the following settings for the Self-Service Recovery feature:

Management Service host name

You can specify the name of the Management Service host that the Self-Service Recovery feature should access. If you change the Management Service host name, the Self-Service Recovery feature uses backups from that Metalogix Backup for SharePoint deployment. If that Metalogix Backup for SharePoint does not backup the site collection, no content appears in the Self-Service Recovery feature in the site collection.

When you specify the Management Service host name, you can use any of the following formats:

·Machine name

·Fully-qualified name

·IP address

Management Service port

The port that the Self-Service Recovery feature should use to contact the Management Service. You should ensure that your network configuration allows the Self-Service Recovery to use this port in order to access the Management Service. If you change the Management Service port here, you must also change the Management Service port on the Management Service.

Number of items that appear when you browse backed-up content

You can specify how many items appear in the Self-Service Recovery feature when you browse the backed-up content. The more items that appear in the list, the longer it takes SharePoint to display the page.

Number of items that appear when you search for content

You can specify how many items appear in the Self-Service Recovery feature when you search for backed-up content. The more items that appear in the list, the longer it takes SharePoint to display the page.

The ULS logging level that Self-Service Recovery uses

When it encounters an error, the Self-Service Recovery feature logs the error to the SharePoint Unified Logging System (ULS) logs. You can specify the level of the content added to the ULS logs. You can select one of the following log levels:

·Undefined

·Exception

·Critical

·Warning

·Informational

When you select a level, items of that level and more serious are added to the ULS logs.

To configure the Self-Service Recovery settings

1.Open the Management Console.

2.OPTION 1

a.From the toolbar, click the File tab.

b.From the options presented, click Deploy SharePoint Components. The Deploy SharePoint Components dialog appears.

Toolbar_File_DeploySharePointComponents

OPTION 2

a.From the ribbon, click the Deploy, repair, or remove the end-user self-service recovery solution icon.

Ribbon_Deploy_SSR

OPTION 3

a.From the bottom-left pane in the Management Console, click Configuration. The Configuration panes appear.

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b.Click the Deploy SharePoint Components icon.

Configuration_Ribbon_DeploySharePointComponents

3.One of two Deploy SharePoint Components dialogs appear.

a.If the Self-Service Recovery solution is being deployed then the Deploy SharePoint Components dialog for a deployment appears.

Deploy_SharePoint_Components_Modify_1

b.If the Self-Service Recovery solution has already been deployed then the Deploy SharePoint Components dialog for an update appears.

Deploy_SharePoint_Components_Modify_2

4.Click the Modify Self-Service Recovery preferences link.

5.In the Self-Service Recovery Settings dialog box, configure the settings, then click Save.
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6.In the Deploy SharePoint Components dialog box, click Cancel.

Specifying the Backup Service preferences for a new farm

The Preferences page of the Configuration wizard lets you specify the Metalogix Backup for Metalogix Backup for SharePoint Service options.

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You can specify the following items:

·Where to store your backed up content

·The service account that each Backup Service uses on each host.

·The timeout value that a Backup Service uses when it connects to the Management Service.

·The port that the Management Service uses to communicate with the Backup Service on each host.

·The debug logging setting.

Use the Preferences dialog box to make changes to the preferences for an existing farm. For more information about changing preferences for an existing farm, see Specifying the Backup Service preferences.

You can back up content from your SharePoint farms to a network location that you specify with a UNC path. You can also back up content to a Tivoli Storage Manager (TSM) client node, Azure and/or Amazon account. You must set up a TSM virtual server client node, Azure and/or Amazon account before you can back up to these options.

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TIP: If you remove a backup location that Metalogix Backup for SharePoint uses to store data in TSM, removing the location removes references to the data in Metalogix Backup for SharePoint. In addition, Metalogix Backup for SharePoint sets the data objects to Inactive in TSM but does not automatically delete the data itself. If you need to delete the data from TSM, you should use the TSM management tools to do so.

The maximum number of threads is 32, while most environments use fewer threads. When you configure the number of threads, you must balance the backup performance with the performance of the farm as a whole. Determining the number of threads appropriate for your environment requires experiments to determine the best mix for your specific needs. For more information about configuring the number of threads, see Specifying the Backup Service preferences.

When you specify the timeout value, you determine how long a Backup Service should wait for the Management Service to respond when it tries to connect. When the time that you specify expires, the Backup Service stops trying to connect and logs an error. You specify the timeout in seconds.

The Management Service uses the port that you specify to communicate with each Backup Service that you install. You should make sure that the firewall settings on your network allow the Management Service to reach every Backup Service that you install.

The Backup Service normally logs its actions. You can control the level of detail that the Backup Service uses in logging. When you enable debug logging, the Backup Service creates debug logs in addition to regular logging. The additional detail in these logs can assist Metalogix Technical Support. If a problem occurs, you can use the Management Console to send the Backup Service log files to Metalogix Technical Support at http://support.quest.com.

The maximum size of a debug log is 4 MB. When the log file reaches this maximum, Metalogix Backup for SharePoint automatically stores the log. Metalogix Backup for SharePoint keeps the active log and one stored log, meaning that the maximum log size on any Backup Service host is 8 MB.

How do I choose where to store backed up content?

You use the Preferences page of the Configuration wizard to choose a backup location and to select the default service account.

To add a backup location

1.In the Preferences page of the Configuration wizard, click Add.
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2.In the Add Backup Set Location dialog box, enter a name for the backup location.
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3.In the Add Backup Set Location dialog box, do one of the following:
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oIf you want to use a network volume to store backed up information from SharePoint, select Network Location (UNC Path) from the Select the type of backup set location drop-down list, then type the UNC path of the location in the Enter the UNC path of the network location field.
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oIf you want to use a Tivoli Storage Manager (TSM) virtual client node to store backed up information from SharePoint, select Tivoli Storage Manager (TSM) from the Select the type of backup set location drop-down list, then specify the client node Metalogix Backup for SharePoint should use in the Enter the name of the TSM target client node field.
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oIf you want to use Azure to store backed up information from SharePoint, select Azure from the Select the type of backup set location drop-down list, then specify the Host and Account information.
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oIf you want to use Amazon to store backed up information from SharePoint, select Amazon from the Select the type of backup set location drop-down list, then specify the Host information.
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4.If the new location should be the default location for backup sets, select the Set as the default backup set location check box.
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5.Click OK.

To edit a backup location

1.In the Preferences page of the Configuration wizard, click the backup set to edit, then click Edit.
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2.In the Edit Backup Set Location dialog box, enter a name for the backup location.

3.In the Edit Backup Set Location dialog box, do one of the following:
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oIf you want to use a network volume to store backed up information from SharePoint, select Network Location (UNC Path) from the Select the type of backup set location drop-down list, then type the UNC path of the location in the Enter the UNC path of the network location field.
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oIf you want to use a Tivoli Storage Manager (TSM) virtual client node to store backed up information from SharePoint, select Tivoli Storage Manager (TSM) from the Select the type of backup set location drop-down list, then specify the client node Metalogix Backup for SharePoint should use in the Enter the name of the TSM target client node field.
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oIf you want to use Azure to store backed up information from SharePoint, select Azure from the Select the type of backup set location drop-down list, then specify the Host and Account information.
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oIf you want to use Amazon to store backed up information from SharePoint, select Amazon from the Select the type of backup set location drop-down list, then specify the Host information.
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4.Click OK.

To set a backup location as the default

1.In the Preferences page of the Configuration wizard, click the backup set to set as the default.

2.Click Set as default.
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To remove a backup location

1.In the Preferences page of the Configuration wizard, click the backup set to remove.

2.Click Remove.
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3.Metalogix Backup for SharePoint prompts you to confirm that you want to remove the backup location. If you remove the backup location, any sets stored in that location are not deleted. You must manually delete the sets. Click Yes to remove the backup location.
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How do I set the default service account?

You use the Preferences page in the Configuration wizard to set the default account that the Backup Service uses.

To set the default service account

·In the Preferences page of the Configuration wizard, in the Deployment area, enter the default account for Metalogix Backup for SharePoint to use when for new Backup Service instances. You should enter the account in <domain name>\<account name> format.
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How do I set the number of Threads used when performing granular backups?

You use the Preferences page in the Configuration wizard to set the number of threads used for granular backup.
 
To set the number of Granular Backup Threads used

·On the Preferences page of the Configuration wizard, in the Granular Backup Threads area, enter the number of threads that Metalogix Backup for SharePoint should use to perform granular backups. You can type the number of threads used in the field, or use the up and down buttons to change the number of threads.
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How do I configure the Backup Service timeout value?

You use the Preferences page in the Configuration wizard to set the Backup Service timeout value. The timeout value is in seconds.

To set the Backup Service timeout value

·In the Preferences page of the Configuration wizard, in the Timeouts area, enter the length of time that Metalogix Backup for SharePoint should wait for successful communications. You can type the number of seconds in the field or use the up and down buttons to change the number of seconds.
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How do I configure the port that the Management Service uses to communicate with the Backup Service?

You use the Preferences page in the Configuration wizard to set the port that the Management Service uses to communicate with the Backup Service.

To configure the port that the Management Service uses to communicate with the Backup Service?

·In the Preferences page of the Configuration wizard, in the Ports area, enter the port that the Management Service uses to communicate with the Backup Service. You can type the number in the field or use the up and down buttons to change the number.
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How do I configure debug logging?

You use the Preferences page in the Configuration wizard to enable and disable debug logging.

To configure debug logging

·In the Preferences page of the Configuration wizard, in the Debug logging area, select or clear the Enable debug logging check box.
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What should I consider when I specify where to store backup sets?

Make sure the Backup Service account has write permission to the specified share and file location. In addition, make sure there is enough disk space available to store the backup sets and the network performance is optimal between the Backup Service instances and the backup set storage location.

You can review the Today page in the Management Console for disk space usage and availability. As needed, you can archive backup sets to make more disk space available. Later, if you need to restore objects from an archived backup set, you can import the archived backup set and then restore the objects.

What permissions does the service account for the Backup Service require?

The specified account needs the following permissions:

·Must be a member of the SharePoint farm administrators group.

·Must be a local administrator on the computer that hosts the Backup Service.

·Must have at least db_owner permissions for all SharePoint content databases, including the Admin Content and SharePoint Config databases.

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