Chat now with support
Chat with Support

Metalogix Backup for SharePoint 6.5.1 - User Guide

Product Overview Getting Started Configuring Metalogix Backup for SharePoint Reviewing backup status Backing up and restoring farm components Restoring granular objects

Managing preferences

You can customize Metalogix Backup for SharePoint to meet the needs of your environment. Use the Preferences dialog box to perform the following tasks:

·Defining the Backup Service preferences

·Defining the preferences

·Defining the Management Console preferences

·Understanding load balancing

Defining the Backup Service preferences

You can configure the preferences for the Backup Service. You can specify the location on your network where Metalogix Backup for SharePoint stores backup sets. You can also configure the service account that the Backup Service uses.

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. You must set up a TSM virtual server client node before you can back up to a TSM client node. For more information about using TSM with Metalogix Backup for SharePoint, see Learning about Tivoli Storage Manager.

If you make changes to the default backup set storage location, future backup operations use the new location. Any existing backup sets remain in the original location. When you perform restore operations, you can access both the existing backup sets in the original location and the new backup sets. You can specify a location other than the default for each backup set.

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 Metalogix Backup for SharePoint 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. For information about Metalogix Technical Support, please visit https://support.quest.com.

How do I configure the Backup Service preferences?

You use the Metalogix Backup for SharePoint Management Console to configure the Backup Service preferences.

To view the Backup Service preferences:

1.In the Metalogix Backup for SharePoint Management Console, do one of the following:

oClick the name of the farm whose Backup Service preferences you want to set, then click Tools > Preferences, then click Backup Service
Toolbar_Tools_Preferences

oIn the left pane, click Configuration, then click the name of the farm whose Backup Service preferences you want to set.
QuickLinks_Configuration
In the right pane, click Configuration, then click Backup Service.
clip0097

2.In the Backup Service Preferences dialog box, review the current preferences.
BackupService_Preferences_Dialog

3.Click OK to close the dialog box.

To add a new backup location:

1.In the Backup Service Preferences dialog box, click Add.
BackupService_Preferences_Add_Backup_Location

2.In the Add Backup Location dialog box, enter a name for the backup location.

3.In the Add Backup Location dialog box, do one of the following:

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.

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, the name of the administrator of the TSM client node, and the password for the administrator.
clip0104

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.
clip1460

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.
clip1461

4.To set the new location as the default location, select the Set the default backup set location check box.
clip0102

5.Click OK.

To delete a backup location:

1.In the Backup Service Preferences dialog box, click the backup location that you want to remove. Click Remove.
clip0105

2.Metalogix Backup for SharePoint prompts you to confirm that you want to remove the backup location. Click Yes.
clip0106

3.Click OK.

To set a backup location as the default:

1.In the Backup Service Preferences dialog box, click the backup location to set as the default. Click Set as default.
clip0107

2.Click OK.

To specify a new default service account for any new Backup Service that you install:

1.In the Backup Service Preferences dialog box, in the Deployment area, enter the new default service account the Metalogix Backup for SharePoint should use for new Backup Service instances.
clip0108

2.Click OK.

To set the number of threads used when performing Granular Backups:

1.In the Backup Service Preferences dialog box, in the Granular Backup Threads area, enter the number of threads you would like to use when performing Granular Backups. You can type the number, or use the up and down buttons in the Threads field to select a number.
clip0109

2.Click OK.

To set the Backup Service timeout value:

1.In the Backup Service Preferences dialog box, 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 in the seconds field to change the number of seconds.
clip0110

2.Click OK.

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

1.In the Backup Service Preferences dialog box, 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 in the threads field to change the number.
clip0111

2.Click OK.

To configure debug logging:

1.In the Backup Service Preferences dialog box, in the Debug logging area, select or clear the Enable debug logging check box.
clip0112

2.Click OK.

What permissions does the Backup Service require?

The service account that you specify for the Backup Service must have the following permissions:

·Must be a local administrator on the SharePoint Web front end (WFE) that hosts the Backup Service.

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

·Must have db_owner access to all SharePoint content databases, including the Admin Content and SharePoint Config databases.

Defining the Management Service preferences

You can configure the preferences for the Metalogix Backup for SharePoint Management Service including specifying the SQL Server that Metalogix Backup for SharePoint uses for the repository database. You can also configure the data grooming options for the farm.

The Management Service uses the repository database to store configuration information and backup set identification data. You can set the Management Service preferences separately for each farm that you back up.

What Management Service preferences can I set?

You can set the following preferences for the Management Service:
Preferences_Management_Service

Repository SQL Server host

The SQL Server that hosts the Metalogix Backup for SharePoint repository database.
clip0114

Repository database name

The specific database on the SQL Server that contains the Metalogix Backup for SharePoint repository database. The default database name is Metalogix_BackupRepository.
clip0115

SQL Server authentication type

The type of authentication used for the SQL Server. You can use Windows or SQL Server authentication.
clip0116

If you use Windows authentication, Metalogix Backup for SharePoint uses the service account that you set for the Management Service to access the SQL Server.

If you use SQL Server authentication, you must specify a user name and password to use to connect to the SQL Server. Be sure to test the connection once you have entered the user name and password details.
clip0121

Grooming options

Lets you control how Metalogix Backup for SharePoint deletes out-of-date backup sets from the backup location.
 
clip0117

For more information about data grooming options, see Learning about data grooming.

info

TIP: Metalogix Backup for SharePoint can use Tivoli Storage Manager (TSM) to store backup set content. If you enable data grooming for a backup set that Metalogix Backup for SharePoint stores in TSM, Metalogix Backup for SharePoint removes references to the data in Metalogix Backup for SharePoint. In addition, Metalogix Backup for SharePoint sets the data objects to Inactive in TSM. Metalogix 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. For more information about using TSM, see Learning about Tivoli Storage.

How do I set the Management Service preferences?

You use the Metalogix Backup for SharePoint Management Console to configure the Management Service preferences.

To set the Management Service preferences

1.In the Metalogix Backup for SharePoint Management Console, do one of the following:

oIn the Farm Backup/Restore or Configuration panes, click the name of the farm whose Management Service preferences you want to set, then click Tools > Preferences, then click Management Service.
Toolbar_Tools_Preferences

oIn the left pane, click Configuration, then click the name of the farm whose Management Service preferences you want to set, then click Management Service.
QuickLinks_Configuration
then click Management Service.
clip0119

2.In the dialog box, make any required changes to your preferences.
Preferences_Management_Service

3.If you made changes to the Repository Database Connection settings, click Test Connection to verify that the new settings work properly.
clip0120

4.Click OK to close the dialog box and save the changes you made to the Management Service preferences.

What permissions are required for the SQL Server connection and the Management Service?

The account that the Management Service uses to access the SQL Server must have specific privileges granted to it. If you use Windows authentication for the SQL Server, Metalogix Backup for SharePoint uses the service account that you set for the Management Service to access the SQL Server. If you use SQL Server authentication, you specify a user name and password to use to access the server.

The account that you specify must be a member of the db_owner role for the database that you specify for the Metalogix Backup for SharePoint repository database.

In addition, the service account that you specify for the Management Service must have local administrator permissions on the computer that hosts the Management Service.

Defining the Management Console preferences

You can configure the preferences for the Metalogix Backup for SharePoint Management Console independently for each user on each computer that hosts the Management Console. The preferences that you can set include the following:
 
clip0122

Automatically refresh status

When selected, the Metalogix Backup for SharePoint Management Console automatically refreshes status information at an interval that you specify.
clip0123

Number of seconds between refreshes

The time that the Management Console waits before it refreshes status. This option is not available if you disable automatic refresh.
clip0124

Limit the number of matches

When selected and you perform a search in a backup set, the Management Console only displays the number of matches that you specify.
clip0125

Hide wizard welcome pages

Select each check box to hide or to show the Welcome page in the specified wizard.

clip0126

How do I set the Management Console preferences?

You use the Management Console preferences pane in the preferences dialog box to configure the Management Console preferences. The preferences are specific to each user on each Management Console host.

To set the Management Console preferences

1.In the Metalogix Backup for SharePoint Management Console, do one of the following:

oClick Tools > Preferences, then click Console.
Toolbar_Tools_Preferences

oIn the left pane, click Configuration.
QuickLinks_Configuration
then click the name of any farm, then click Console.
clip0127

2.In the dialog box, make any changes to your preferences.
clip0122

3.Click OK to close the dialog box and save the changes you made to the Management Console preferences.

Related Documents