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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

Specifying Backup Storage Locations

The Backup Storage Locations page is used to configure where farm backup sets will be stored to.

ConfigWizard_BackupStorageLocations

To Add a New Backup Location

1.Select the Add button to open the Add Backup Set Location dialog window.
 
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2.Enter a name for the backup set location in the name field.

3.Select the backup set location type from the drop-down menu below. 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. For more information about using TSM with Metalogix Backup for SharePoint, see Learning about Tivoli Storage Manager.

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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. For more information about using TSM, see Learning about Tivoli Storage Manager.

4.Provide the connection details for the chosen location type as required.

5.Choose whether or not to set this location as the default for all backups by selecting the check box.

6.Select Save.

To Edit an Existing Backup Location

To edit an existing backup location, highlight it from the locations list and select Edit. Then modify the configuration as required and select Save.

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To Remove a Backup Location

To remove a backup location, select it from the locations list and click Remove. Then confirm your choice by selecting Yes.

ConfigWizard_BackupStorageLocations_Remove

To Change a Default Backup Set Location

To change the default backup set location, select the location from the locations list and click Set as default. A green check mark in the Default? column will indicate that the new backup location is set as default.

 

Specifying the Backup Service preferences for a new farm

The Preferences page of the Configuration wizard lets you specify the 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 Defining 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. For more information about using TSM with Metalogix Backup for SharePoint, see Learning about Tivoli Storage Manager.

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NOTE: 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. For more information about using TSM, see Learning about Tivoli Storage Manager.

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 Defining 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 https://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.

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.

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 for the Azure server, Account Name, Key, Container, Timeout time, Maximum number of retries, and the Retry Policy.

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 for the Amazon server, Port, Access Key, Secret Key, Proxy, Bucket, and select whether you want to enable SSL.

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.

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.

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 for the Azure server, Account Name, Key, Container, Timeout time, Maximum number of retries, and the Retry Policy.

oIf you want to use Amazon to store backed-up information from SharePoint, select Amazon from the Select the tpye of backup set location drop-down list, then specify the Host for the Amazon server, Port, Access Key, Secret Key, Proxy, Bucket, and select whether you want to enable SSL.

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. For more information about backup set disk space, see Managing Backup Set Disk Space.

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.

 

Configuring the alert settings

Metalogix Backup for SharePoint generates an alert when a specified condition occurs. When Metalogix Backup for SharePoint generates the alert, it can send an email to one or more email addresses that you specify, log the alert, or both. You can use the Alerts page in the Configuration wizard to choose the conditions that trigger an alert. When you have configured the alerts, you can click Next to continue in the wizard. For more information about the conditions that can trigger an alert, see Learning about alerts.
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Configuring the alert notification settings

When Metalogix Backup for SharePoint generates an alert, it can log the alert notification to the Application Event Log on the computer that hosts the Management Service, send an email to one or more addresses that you specify, or both. You can use the Alert Notifications page in the Configuration wizard to set up the alert notifications. When you have configured the settings, click Next to continue. For more information about the alert notification settings, see Managing the alert notification settings.
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