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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

Installing Metalogix Backup for SharePoint

Metalogix Backup for SharePoint helps you to back up and restore the content of SharePoint 2010, 2013 and 2016 farms and the farm components that make up your SharePoint 2010, 2013 and 2016 farms. Before you can use Metalogix Backup for SharePoint, you must select one or more computers to host the product components and install it on those computers. The computers that host the components must meet minimum requirements for the components that you install. For more information about the requirements, see Learning about the requirements.

For more information about installing Metalogix Backup for SharePoint on a "standalone" SharePoint server or a "basic install" of SharePoint 2010, 2013 or 2016, see Installing on a standalone SharePoint server.

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TIP: The account that you use to install Metalogix Backup for SharePoint must not have Windows User Account Control (UAC) enabled when you install. If UAC is enabled, the installation cannot finish successfully.

How do I install Metalogix Backup for SharePoint?

Use the Metalogix Backup for SharePoint Installation files to install the product. You can install Metalogix Backup for SharePoint on any computer that meets or exceeds the product requirements.

To install all the Metalogix Backup for SharePoint components on a single computer

1.Log on to the computer where you want to install Metalogix Backup for SharePoint. You should use a user account that is a member of the local Administrators group on the computer. In addition, the account that you use must have the sysadmin role assigned for the SQL Server instance that hosts the Metalogix Backup for SharePoint repository database.

2.Unzip the installation files to a folder.

3.Locate and double click the Metalogix Backup for SharePoint.exe  file.

4.Read the guides and click the Install Metalogix Backup for SharePoint button.
Installer-Bootstrap

5.The Metalogix Backup for SharePoint installation wizard will open and automatically run a system check. Once the check has completed, you will either have to address the checks that did not pass, or if all checks have passed then you can click Next.
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6.On the Welcome page, click Next.

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7.On the License Agreement page, review the terms of the license agreement, and then click I accept the terms in the license agreement, then click Next.

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8.On the Destination Folder page, select a location to install the components, and then click Next.
Installer-Destination-Folder

9.On the Setup Type page, click Full Install to install all Metalogix Backup for SharePoint components on a single computer or click Console Only to install only the Metalogix Backup for SharePoint Management Console, and then click Next.
Installer-Setup-Type

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NOTE: If you chose to install all of the components and the Microsoft firewall is enabled on the host computer, the Microsoft Firewall Enabled page reminds you to open the required ports for the Management Service. Click Continue.

10.If you chose to install all of the components, the Install the Metalogix Backup for SharePoint Repository page appears.
Installer-Repository

a.SQL Server instance - locate a SQL Server instance that will host the repository. If the SQL server is co-located on the same computer, select (local) for SQL Server Instance.

b.Database Name - accept the default name or enter a custom database name for the repository database.

c.Use SQL 2012 Native Client (Supports TLS 1.1 or 1.2) - Select the check box if you want to use a TLS connection. When you select the check box, an information appears if you have not installed the SQL 2012 Native Client.

Installer-Repository_SQLNativeClient

d.Use Microsoft SQL Server Authentication - select this check box to specify the credentials that the Setup Wizard uses to connect to the SQL Server. Otherwise leave this check box unchecked to use the default Windows Authentication.

11.Click Next. The Metalogix Backup for SharePoint Management Service Account page appears.

12.On the Metalogix Backup for SharePoint Management Service Account page, specify SQL Server Authentication credentials that the Management Service uses to connect to the repository database, and then click Next.
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13.On the Ready to Install the Program page, click Install.

Installer-Ready-To-Install

14.On the Setup Wizard Completed page, click Finish. If you leave Launch Management Console selected, the Metalogix Backup for SharePoint Management Console starts.

Installer-Completed

Installing on a standalone SharePoint server

When you install Microsoft SharePoint, you can choose to perform a "standalone" or basic install on a single server that hosts all of the SharePoint components. The installer optimizes the component settings on a standalone SharePoint farm for the standalone environment. If you install Metalogix Backup for SharePoint on a standalone farm, you must make certain changes to these settings to give Metalogix Backup for SharePoint access to both the farm components and its own components.

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TIP: When you install on a multi-server farm, you do not need to make these changes. The changes are required only for standalone or basic installations of SharePoint 2010, 2013 or 2016.

You must make these changes to your standalone SharePoint server before you install Metalogix Backup for SharePoint. Until you make the changes, Metalogix Backup for SharePoint cannot complete the Configuration wizard and install the Backup Service.

What changes do I need to make to a standalone SharePoint 2010, 2013 or 2016 farm to install Metalogix Backup for SharePoint?

Before you install Metalogix Backup for SharePoint on a standalone SharePoint 2010, 2013 or 2016 server, you should make the following changes to your SharePoint farm in the SQL Server Configuration Manager:

·Enable TCP/IP for the SQL Server instance. The instance name is <server name>\SHAREPOINT.

·Enable Named Pipes for the SQL Server instance.

In the Services Control Panel, do the following:

·Set the startup type of the SQL Server Agent to Automatic.

·Set the startup type of the SQL Server Browser to Automatic.

·Start or restart the SQL Server Agent.

You can then install Metalogix Backup for SharePoint and run the Configuration wizard. For more information about installing, see Installing Metalogix Backup for SharePoint. For more information about the Configuration wizard, see Discovering SharePoint Servers and defining preferences.

When you have completed the Configuration wizard, immediately quit the Metalogix Backup for SharePoint Management Console. In the Services Control Panel, you should change the login account for the SharePoint VSS Writer service to LocalSystem, then restart the service.

Before you install Metalogix Backup for SharePoint, the SharePoint VSS Writer service runs as Local Service. As part of the Configuration wizard, Metalogix Backup for SharePoint issues the command stsadm registervsswriter, which changes the account. When you set the service to run as LocalSystem, you are returning the service to its original settings.

After making the changes, you can use Metalogix Backup for SharePoint normally.

Installing the Backup Service manually

When you add a farm to your Metalogix Backup for SharePoint installation, the Configuration wizard lets you install a copy of the Backup Service on the SharePoint Web front end (WFE) servers and database servers.

If your disaster recovery planning includes farm backups of SharePoint 2010 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 must install the Backup Service on at least one WFE.

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TIP: The first Backup Service that you install must always be on a WFE server.

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

You can also use the Metalogix Backup for SharePoint 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.

When you install a Backup Service, you select the WFE server or 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 Learning about the Backup Service requirements.

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

The account you use as the service account for the Backup Service must have the following permissions:

·Member of the local Administrators group on the WFE host.

·Member of the farm administrators group in the SharePoint farm.

·Must have at least db_owner permissions for all SharePoint content databases, including the admin content and SharePoint config databases.

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TIP: If the account that you use is not a SQL Server system administrator, you should use the SQL Server Management Studio to grant the account access to the repository database that you specified when you installed Metalogix Backup for SharePoint. The default database name is Metalogix_BackupRepository.

How do I install the Backup Service on a WFE or a database server with the Management Console?

You use the Install Backup Service dialog box to install the Backup Service on a WFE or a database server.

To install the Backup Service on a WFE or a database server with the Management Console

1.In the left pane of the Metalogix Backup for SharePoint Management Console, click Configuration.
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2.In the Configuration pane, click the name of the WFE or database server where you want to install the Backup Service.
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3.In the ribbon, under the Configuration tab, click Install Backup Service.
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4.In the Install Backup Service dialog box, enter the credentials of the account that the Backup Service should use. Specify the user name in <domain name>\<user name> format.
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5.Click Install.

6.In the Information dialog box, click OK.

How do I use the Metalogix Backup for SharePoint installer to install the Backup Service on a WFE or a database server?

To use the Metalogix Backup for SharePoint installer to install the Backup Service on a WFE or a database server, you must first log into the server with an account that is a member of the local Administrators group.

To use the Metalogix Backup for SharePoint installer to install the Backup Service

1.If you downloaded the Metalogix Backup for SharePoint Installation Kit, use the following steps. If you obtained the installation kit on a disc, continue with step 3.

a.Use Windows Explorer to locate the installation kit file, and then double-click the file.

b.Continue to step 4.

2.If you obtained the Metalogix Backup for SharePoint installation kit on a disc, use the following steps:

a.Insert the disc into your computer.

b.If the setup program does not start automatically, double-click Metalogix.SharePointBackup.BootStrapper.exe in the installation disc.

3.In the Install page, click Advanced Installation: Backup Service.
Installer-Bootstrap

4.The Metalogix Backup for SharePoint installation wizard will open and automatically run a System Check. Once the check has completed, you will either have to address the checks that did not pass, or if all checks have passed then you can click Next.
Installer-System-Check

5.The Setup wizard Welcome page, will open, click Next.

6.On the License Agreement page, read the license agreement, then if you agree with the terms of the license, click I accept the terms in the license agreement, then click Next.

7.On the Destination Folder page, you can click Change to specify a custom folder. Click Next.

8.On the Metalogix Backup for SharePoint Service Account page, enter the credentials of the account that the Backup Service should use. Specify the user name in<domain name>\<user name> format. Click Next.

9.On the Service Location page, enter the computer that hosts the Metalogix Backup for SharePoint Management Service. You can enter the DNS name, fully-qualified name, NetBIOS name, or the IP address of the host. Click Next.

10.On the Ready to Install the Program page, click Install.

11.On the Setup wizard Completed page, click Finish.

Upgrading Metalogix Backup for SharePoint

You can upgrade your existing Metalogix Backup for SharePoint deployment to the current version to access the new and improved features available.

You can upgrade Metalogix Backup for SharePoint version 5.0 and later to this version.

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TIP: This version of Metalogix Backup for SharePoint cannot upgrade backup sets from versions earlier than 5.0. If you used a version earlier than 5.0 to create a backup set, contact Metalogix Technical Support at https://support.quest.com for assistance to upgrade the backup set.

How do I upgrade from version 5.0 and later versions?

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Follow these steps ...

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Ensure the computers on which you want to upgrade Metalogix Backup for SharePoint meet or exceed the product requirements. See the following topics:

·Learning about the requirements

·Learning about the SharePoint requirements

·Learning about the Management Console requirements

·Learning about the Management Service requirements

·Learning about the Backup Service requirements

·Learning about the Self-Service Recovery feature requirements

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Ensure that the account that you use to log on to the computers that host the Metalogix Backup for SharePoint components. The account must also have administrator privileges on the repository database.

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Identify the upgrade path your environment requires. For more information, see What upgrade options are available?

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Temporarily disable any scheduled jobs and allow any currently running or queued backup/restore operations to complete.

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If you deployed the Metalogix Backup for SharePoint Self Service Recovery Web part solution, remove the Web part and use the SharePoint administration tools to retract the solution package.

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Close all open applications on the Metalogix Backup for SharePoint component hosts.

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Ensure that the .NET framework 4.0 is running on the target computer.

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Upgrade your installation to Metalogix Backup for SharePoint using the appropriate path. For more information, see How do I upgrade a full installation? and How do I perform a custom upgrade?

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If you plan to use farm backups for your SharePoint 2010, 2013 or 2016 farm, use the Management Console to deploy additional Backup Service instances on every Web front end (WFE) and database server in the farm. For more information about this installation, see Installing the Backup Service manually.

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If you plan to use the new Self-Service Recovery feature, use the Management Console to deploy the Self-Service Recovery components manually. For more information about this installation, see Manually installing the Self-Service Recovery feature.

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NOTE: If you are upgrading from Version 5.0 or 5.1 of Metalogix Backup for SharePoint to Version 6.0 or higher, you must follow the instructions available in the Upgrade Scenario Guide.

What upgrade options are available?

Metalogix Backup for SharePoint includes the following components:

·Management Console

·Repository database

·Management Service

·Backup Service

The type of upgrade that you need to perform depends on your environment. The following table helps you choose between a full or custom upgrade path.

After the upgrade is complete, you must restart the Management Console.

Environment

Upgrade Strategy

Description

Simple environment, where the Management Console, the repository database, and the Management Service all reside on the same computer

Full

You can use the installer to upgrade a simple environment. See How do I upgrade a full installation?

Multiple Management Console instances in an environment.

Custom

An installation with multiple Management Console instances requires both a Full Install and Console-only installations to upgrade. See How do I upgrade a full installation? and How do I perform a custom upgrade?.

Manually deployed Backup Service

Custom

You can remotely or manually upgrade manually installed Backup Service instances. See How do I upgrade the deployed Backup Services? The installed Backup Service should always be the same version as the Management Service and Management Console.

How do the Backup Service upgrade paths differ?

Upgrading the Backup Service may slow the normal operations of the SharePoint servers that host the Backup Service. You should consider upgrading previously deployed Backup Service installs off-hours during a single time period according to your corporate change policies. The first time that you start the Management Console when the upgrade is complete, the Management Console prompts you to remotely upgrade a previously deployed primary Backup Service automatically.

How do I upgrade the deployed Backup Services?

If you remotely deployed the Backup Service instances, the first time that you run the Management Console after the upgrade is complete, the Management Console prompts you to upgrade the primary Backup Service. This version Management Console and Management Service Metalogix Backup for SharePoint require the version the same version Backup Service. If you do not upgrade when prompted, no backup or restore operation can occur.

If you manually deployed the Backup Service, you can remotely deploy the upgrade. You can also run the Backup Service setup program on the computer that hosts the Backup Service to manually upgrade the service.


How do I upgrade a full installation?

You can use the full install to upgrade your installation to this version of Metalogix Backup for SharePoint if you have a centralized deployment or if you are upgrading from a trial installation. This process assumes you can upgrade all deployed Backup Service instances during the same time period.

In a full installation, all of the Metalogix Backup for SharePoint management components are installed on the same physical computer. These components include the following:

·Repository database

·Management Service

·Management Console

Once you perform the upgrade, scheduled backups do not run successfully until you upgrade the Backup Service instances. After you upgrade the management components, you can use the Management Console to upgrade the Backup Service instances.

To perform a full install upgrade

1.Perform a full install to upgrade the management components to the new version. When prompted during the install, verify the name of the repository database. For more information about installing, see Installing Metalogix Backup for SharePoint.

2.Upgrade all previously deployed Backup Service instances. See How do I upgrade the deployed Backup Services?


How do I perform a custom upgrade?

When you upgrade a custom environment, you first perform a full installation to upgrade the core components. After this update is complete, you can use the Console-only install to upgrade any additional Management Console installations that share a single Management Service and repository database. Finally, you upgrade all deployed Backup Service instances.

To perform a custom upgrade:

1.Perform a full install to upgrade the management components to the new version. When prompted during the install, verify the name of the repository database. For more information about installing, see Installing Metalogix Backup for SharePoint.

2.Upgrade all previously deployed Backup Service instances. See How do I upgrade the deployed Backup Services?

3.Upgrade all existing installations of the Management Console by performing a Management Console-only install on each host computer.


How do I upgrade the deployed Backup Service instances?

You can use the Management Console to upgrade a deployed Backup Service. You can also use the setup program to manually upgrade a Backup Service.

When you use the Management Console to upgrade the Backup Service, you can upgrade either the primary Backup Service or all Backup Service instances. If you choose to upgrade only the primary Backup Service, you must use the Metalogix Backup for SharePoint installer on each Backup Service host to manually upgrade the secondary Backup Service instances.

To use the Management Console to upgrade all Backup Service instances

1.Upgrade the Management Console and Management Service to the current version.

2.Run the Management Console. The Management Console lists the Backup Service deployments and prompts you to upgrade them. You can upgrade the primary Backup Service or all Backup Service instances.

To use the installer to manually upgrade a Backup Service

1.Log on to the computer where you want to upgrade the Backup Service. You should use a user account that is a member of the local Administrators group on the computer.

2.Do one of the following:

oIf you downloaded the Metalogix Backup for SharePoint installation kit, use the Windows Explorer to locate the installation kit file, and then double-click the file. You can locate the file name in the table above. In the Metalogix Backup for SharePoint Installation Kit dialog box, click Continue, then in the Select the folder dialog box, click OK. If the installation kit prompts you to create the folder, click Yes. When prompted, click OK to start setup.

oIf you obtained the Metalogix Backup for SharePoint installation kit on a disc, insert the disc in your computer. If the setup program does not start automatically, double-click Metalogix.SharePointBackup.BootStrapper.exe in the installation disc.

3.On the Welcome to Metalogix Backup for SharePoint dialog box, click Install.

4.On the Install page, click Install Backup Service.

5.On the Upgrade wizard for Metalogix Backup for SharePoint Service page, click Next.

6.On the License Agreement page, if you agree with the terms of the license agreement, click I accept the terms in the license agreement, then click Next.

7.On the Destination Folder page, select a location to install the components, then click Next.

8.On the Metalogix Backup for SharePoint Service Account page, specify the credentials that the Backup Service uses to run, then click Next.

9.On the Service Location page, specify the location of the Management Service that the Backup Service connects to.

10.On the Ready to Install the Program page, click Install.

11.On the Setup wizard Completed page, click Finish.

How do I upgrade the Self-Service Recovery Web Part?

When you upgrade Metalogix Backup for SharePoint, you can use the Deploy SharePoint Components dialog in the Management Console to upgrade the Self-Service Recovery feature.

For information about using the Deploy SharePoint Components dialog to deploy the Self-Service Recovery feature manually, see Manually installing the Self-Service Recovery feature.

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