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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

Viewing farm backup alerts

The Alerts tab of the Farm Backup/Restore view in the Metalogix Backup for SharePoint Management Console lets you view, delete, and configure the related alerts.

How do I view the farm backup alerts?

Use the Alerts tab in the Farm Backup/Restore view to view the existing farm backup alerts.

To view the existing alerts

1.In the Metalogix Backup for SharePoint Management Console, in the left pane, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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How do I view the details of a farm backup alert?

Use the Alerts tab in the Farm Backup/Restore view to view the details of a farm backup alert.

To view the details of a farm backup alert

1.In the Metalogix Backup for SharePoint Management Console, in the left pane, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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4.Click the name of the alert whose details you want to review.
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5.If the Alert Details do not appear in the bottom of the Alerts tab, click Details.
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How do I delete a farm backup alert?

Use the Alerts tab in the Farm Backup/Restore view to delete an alert.

To delete a farm backup alert

1.In the Metalogix Backup for SharePoint Management Console, in the left pane, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.

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5.Click the name of the alert that you want to delete.
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6.Click Delete Alert. The Metalogix Backup for SharePoint Management Console prompts you to confirm that you want to delete the alert.
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7.Click Yes to delete the alert.
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How do I configure the farm backup alert settings?

Use the Alerts tab in the Farm Backup/Restore view to configure the farm backup alert settings. For more information about alert settings, see Configuring the alert settings.

To configure the farm backup alert settings

1.In the Metalogix Backup for SharePoint Management Console, in the left panel, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.

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5.In the ribbon, click Configure Alert Settings.
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6.In the Alerts pane, configure the settings for the farm alerts. Click OK to close the dialog box and save the changes.
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How do I configure alert grooming?

Use the Alerts tab in the Farm Backup/Restore view to configure the alert grooming. For more information about alert settings, see Configuring alert grooming.

To configure the alert grooming

1.In the Metalogix Backup for SharePoint Management Console, in the left panel, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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4.In the ribbon, click Configure Alert Settings.
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5.This will open the Alert Settings page, click the Alert Grooming tab in the left hand panel. Here you can click Do not groom alerts or click Groom alerts older than <> days and choose the number of days to groom alerts after.
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6.Click OK to close the dialog box and save the changes.

How do I control the farm backup alerts that appear in the Alerts tab?

Use the check boxes and the date range drop-down in the Filter area of the ribbon in the Alerts tab to control what alerts appear in the Alerts field.

To filter the contents of the Alerts field.

1.In the Metalogix Backup for SharePoint Management Console, in the left panel, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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4.In the ribbon, in the Filter area, select the check boxes for items that you want to show in the Alerts field. Clear the check boxes for items that you want to hide. Click Date Range to specify a time limit for the items in the Alerts field.
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Reviewing the SharePoint farm objects to back up

The Backup panel of the Backup wizard or the Backup Schedule wizard lets you verify the list of objects you selected. Review the list of objects to back up, then click Next. If the list of objects is not correct, click Cancel, then select the correct objects and start the wizard again.
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Specifying the farm backup options

Backup Wizard Option Panel

The Options panel in the Backup wizard lets you specify a name and description for the backup set. You use the name and description to identify the backup set. Enter appropriate values, then click Next.
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Backup Set Name - The name of the backup set. The name is required. The name can be up to 255 characters long.

The name appears on the Restore tab when you select the backup set to review and restore.

Metalogix Backup for SharePoint creates a corresponding backup set folder in the file system for the backup set. The folder uses an internal identifier name that is not the same as the name that you specify.
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Backup Set Description - Provides additional information about the backup set. Use this optional property to document details that helps you select the correct backup set during restore operations and general administrative activities.
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Backup Set Location - You can specify where Metalogix Backup for SharePoint stores the backup set. Click Manage Locations to create a new location, or select an existing location from the drop-down list.
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Do Not Execute Scripts to Report on the Farm's Configuration at Time of Backup - Select Do not execute scripts to report on the farm's configuration at time of backup in order to prevent Metalogix Backup for SharePoint from providing farm's configuration at the time of the backup.

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NOTE: If this option is deselected, then users will be able to select the "view farm configuration" option for the backup set.

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Enable compression - When selected, Metalogix Backup for SharePoint compresses the data in the backup set. Compressing the data makes the backup set smaller. Compressed data is also often faster to transfer on your network.
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Enable encryption - When selected, Metalogix Backup for SharePoint encrypts the data in the backup set. Encrypted data can only be decrypted by Metalogix Backup for SharePoint. If you enable encryption, you must specify a password. When you restore from the backup set, you must provide the same password to decrypt the backup.
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Copy Only - When selected, Metalogix SharePoint allows a backup to be taken that does not interfere with the conventional backup/restore sequence of SQL Server backups. This option is normally used if SQL Server backups are already being taken separately from Backup, and Backup should not interfere in the existing process.
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Backup Schedule Wizard Option Panel

The Options panel in the Backup Schedule wizard lets you specify a name and description for the backup set. You use the name and description to identify the backup set. Enter appropriate values, then click Next.
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Backup Set Name - The name of the backup set. The name is required. The name can be up to 255 characters long.

The name appears on the Restore tab when you select the backup set to review and restore.

Metalogix Backup for SharePoint creates a corresponding backup set folder in the file system for the backup set. The folder uses an internal identifier name that is not the same as the name that you specify.
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Backup Set Description - Provides additional information about the backup set. Use this optional property to document details that helps you select the correct backup set during restore operations and general administrative activities.
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Backup Set Location - You can specify where Metalogix Backup for SharePoint stores the backup set. Click Manage Locations to create a new location, or select an existing location from the drop-down list.
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Run As - You need to specify the user to run the backup as in the Run As field.
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Backup Type - In the Backup Type area you need to select the type of backup to create on a schedule, you can select between Schedule Full Backups or Schedule full and differential backups. If you click Schedule full and differential backups, you can choose to perform a full backup in place of a differential backup when the differential backup size is larger than a percentage that you specify.
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Do Not Execute Scripts to Report on the Farm's Configuration at Time of Backup - Select Do not execute scripts to report on the farm's configuration at time of backup in order to prevent Metalogix Backup for SharePoint from providing farm's configuration at the time of the backup.

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NOTE: If this option is deselected, then users will be able to select the "view farm configuration" option for the backup set.

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Enable compression - When selected, Metalogix Backup for SharePoint compresses the data in the backup set. Compressing the data makes the backup set smaller. Compressed data is also often faster to transfer on your network.
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Enable encryption - When selected, Metalogix Backup for SharePoint encrypts the data in the backup set. Encrypted data can only be decrypted by Metalogix Backup for SharePoint. If you enable encryption, you must specify a password. When you restore from the backup set, you must provide the same password to decrypt the backup.
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Copy Only - When selected, Metalogix SharePoint allows a backup to be taken that does not interfere with the conventional backup/restore sequence of SQL Server backups. This option is normally used if SQL Server backups are already being taken separately from Backup, and Backup should not interfere in the existing process.
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Auto Include New Content Databases to Schedule - Select the Auto include new content databases to schedule, option in order to automatically include all new content databases to the scheduled backup.
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Specifying the full backup schedule

The Full Schedule panel in the Backup Schedule wizard appears if you clicked Schedule a Full Backup on the Backup tab. If you clicked Backup Now, the tab does not appear in the Backup Schedule wizard.

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Use the panel to specify the schedule for the backup operation, then click Next.

Both the Management Service and the Backup Service must be running to start a backup operation. The time and date you specify identifies when to start the backup operation. If you specify an end date and time, Metalogix Backup for SharePoint does not start a new operation after that time. Any running backup operations continue to run.
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