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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

Managing licenses

Metalogix Backup for SharePoint activates your license key during its installation by contacting a Metalogix server. Metalogix Backup for SharePoint will periodically refresh the activation as it runs.

For customers without an Internet connection or who want to review the information that is being sent to Metalogix, offline activation is available. Installations using offline activation must be manually refreshed every 365 days.

Your license is based on the number of servers that you want to back up within your farms. If the server does not have a valid license, Metalogix Backup for SharePoint does not collect data from that server.

How do I view the licensed servers?

You use the Manage Licenses dialog box to view the servers that have licenses assigned to them. In the Manage Licenses dialog box, servers with licenses assigned have selected check boxes.

To view your licensed servers, open the Management Console, and then click Tools > License Key Manager.
 
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The Manage Licenses dialog box will open. You can now choose to manage your licenses or activate new ones.

How do I activate a License Key?

The first time that you open the Metalogix Backup for SharePoint Management Console, you will be prompted to activate a license key. Follow these steps to activate your license key:

Online activation

1.In the Activate License dialog box, enter the license key.

License_Key_Information

2.If you want to activate the license online, select Activate Online, and then click Activate. If your computer is behind a firewall, click the Proxy Configuration link. The Proxy Setup dialog appears.

License_Proxy_Setup

a.Select Enable Proxy.

b.In the Server Name field, enter the name of your proxy server.

c.In the Port Number field, enter the port number of the proxy server.

d.If your proxy server requires explicit login credentials, select Use Credentials.

e.Choose the credentials of the logged in user or provide credentials of another user.

f.Click Save to preserve the information, or click Close to return to the License Key Information dialog.

3.If the license key is validated successfully, the Metalogix Backup for SharePoint Management Console appears and the Configuration Wizard is displayed.


Offline activation

Offline activation is available for customers without an Internet connection or who want to review the information sent to Metalogix.

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NOTE: Installations using offline activation must be manually refreshed every 365 days.

1.In the License Key field, enter your license key.

2.Choose Activate Offline. The License Information page expands to display additional steps that are required.

3.Step 1: Collect the activation data to the clipboard or to a file

a.Select from the two options described below:

Option 1: Click Copy Activation Data to Clipboard. The activation data is saved to memory. Use this option if you plan to follow through with the subsequent steps immediately.

Option 2: Click Save Activation Data to File. The Windows File dialog appears. Use this option if you plan to activate the license at a later date.

b.Specify a file name for the activation data file.

c.Click Save to save the file to a location of your choice.

4.Step 2: Submit collected data

a.Click the URL provided. The Offline Activation web page appears.

b.Follow the instructions to get the Activation Key file (with the file extension DAT) is made available for download. Save this file to a location of your choice.

5.Step 3: Paste Activation Response

a.Click Browse. The Windows file dialog appears.

b.Locate the activation key file and click Open. The file appears in the Activation Key File field.

6.Step 4: Activate offline

a.Click the Activate button to complete the activation process.

7.Log out and log in again to access all licensed features.

How do I update or add a license?

You may need to update a license when you increase the number of servers you want to monitor and you receive another license from Metalogix.

To update a license

1.In the Management Console, click Tools > License Key Manager or click Help > Activate.

2.In the Manage Licenses window, click Activate License.
License_Manage_License

3.In the Activate License dialog box, enter the license key.

License_Key_Information

4.If you want to activate the license online, select Activate Online, and then click Activate. If your computer is behind a firewall, click the Proxy Configuration link. The Proxy Setup dialog appears.

License_Proxy_Setup

a.Select Enable Proxy.

b.In the Server Name field, enter the name of your proxy server.

c.In the Port Number field, enter the port number of the proxy server.

d.If your proxy server requires explicit login credentials, select Use Credentials.

e.Choose the credentials of the logged in user or provide credentials of another user.

f.Click Save to preserve the information, or click Close to return to the License Key Information dialog.

5.If you want to activate the license offline, select Activate Offline and follow the steps outlined in the Offline Activation section.

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NOTE: Offline activation is available for customers without an Internet connection or who want to review the information sent to Metalogix. Installations using offline activation must be manually refreshed every 365 days.

6.Metalogix Backup for SharePoint displays a message with the status of your activation.
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Configuring Metalogix Backup for SharePoint

Once you configure Metalogix Backup for SharePoint for your environment, you can perform the following tasks:

·Opening the Management Console

·Connecting a standalone Management Console to the Management Service

·Configuring Metalogix Backup for SharePoint for your farm

·Managing licenses

·Managing the Backup Service

·Managing farms

·Managing self-service recovery

·Managing preferences

·Managing alerts

·Managing backup set disk space

·Importing a Repository Database

When the Management Console connects to a particular Management Service, it determines whether you already configured the Management Service. If the Management Service is not yet configured, the Configuration wizard runs. When you run the Configuration wizard, you locate the SharePoint Web front end (WFE) servers and database servers in the farm and install the Backup Service on them. You also define the backup locations for the farm.

Opening the Management Console

You use the Metalogix Backup for SharePoint Management Console to configure Metalogix Backup for SharePoint and to back up and restore SharePoint content.

When you open the Management Console, it checks for a connection to the Metalogix Backup for SharePoint Management Service. If the Management Console cannot connect to the Management Service or if no Management Service is configured, the Management Console prompts you to select the Management Service that it should use. When you install Metalogix Backup for SharePoint, you can choose to launch the Management Console when the installer quits.

If you are using a trial license or a license that is soon expiring, the Management Console warns you that the license is nearing its expiration date. You can contact Metalogix to purchase an updated license key.

How do I open the Metalogix Backup for SharePoint Management Console?

You use the Windows Start Menu to open the Metalogix Backup for SharePoint Management Console.

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NOTE: The first time you open the Management Console after installation, you will be required to enter a valid License key.

To open the Management Console

1.At the Microsoft Windows desktop, click Start > All Programs > Metalogix > SharePointBackup > PBManagementConsole.exe

What permissions does the Management Console require?

The Metalogix Backup for SharePoint Management Console uses the SharePoint and Active Directory permissions of the currently logged in user to back up or restore SharePoint objects. If the currently logged in user is unable to access content, the user is unable to back up or restore that content.

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TIP: Only users that are members of the SharePoint farm administrators group can perform farm backups.

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

Connecting a standalone Management Console to the Management Service

When you install the Metalogix Backup for SharePoint, you can choose to install the Management Console on a computer with no other components. If you install only the Management Console, you must specify the computer that hosts the Management Service before you can use the Management Console.

You can connect more than one Management Console to a single Management Service.

If the Management Console is not on the computer that hosts the Management Service, the Management Console prompts you to add a farm the first time you start the Metalogix Backup for SharePoint Management Console. When you add the farm, you specify the name of the Management Service host.

When it connects to the Management Service, the Metalogix Backup for SharePoint Management Console prompts you to add a farm if none exists in the Metalogix Backup for SharePoint repository database.

When you specify the name of the Management Service host, you should use one of the following formats:

·DNS name

·Fully-qualified name

·NetBIOS name

·IP address

If you installed the Metalogix Backup for SharePoint Management Console and the Management Service on the same computer, the Management Console contacts the local Management Service automatically.

How do I open the Metalogix Backup for SharePoint Management Console?

You use the Windows Start menu to open the Metalogix Backup for SharePoint Management Console.

To open the Management Console

1.At the Microsoft Windows desktop, click Start > All Programs > Metalogix > Metalogix Backup for SharePoint > Metalogix Backup for SharePoint.

2.If you installed only the Management Console, the Management Services Connected dialog box appears. You use the Management Services Connected dialog box to connect the Management Console to a computer housing the Management Service.
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To choose the Management Service for a Console-only installation

1.In the Management Services Connected dialog box, select Add, to add a management service.
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2.In the Management Service Computer dialog box, specify the name or IP address of the computer that hosts the Management Service for the farm.
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3.Specify the credentials that the Management Console uses to connect to the Management Service. You can click Use current credentials to connect to use the credentials of the logged-in user, or you can click Specify alternate credentials and enter a user name and password to use.
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4.Click Connect to finish connecting to the Management Service Computer.

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NOTE: If you wish to connect your Management Console to a Management Service at any point in time, simply select File > Connect To Management Service.

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