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Metalogix Backup for SharePoint 6.6 - Advanced Installation Guide

About This Guide Considerations Product requirements Installing and deploying Metalogix Backup for SharePoint Upgrading Metalogix Backup for SharePoint Configuring Metalogix Backup for SharePoint

Permissions required for the Management Console

The 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.

Configuring Metalogix Backup for SharePoint for your farm

If the Management Console and Management Service are hosted on the same computer, the first time you open the Management Console, the Welcome to Metalogix Backup for SharePoint window appears.

If you use a standalone Management Console, the first time you open the Management Console, the Configuration Wizard appears. The Configuration Wizard lets you add a new farm and specify the Management Service to use.

ConfigWizard_Welcome

When you start using the product, you must do the following:

·Connect Metalogix Backup for SharePoint to a SharePoint farm.

·Install one or more Backup Service instances.

·Optionally deploy the Self-Service Restore feature.

·Configure the Metalogix Backup for SharePoint settings.

·Set up alerts and notifications.

·Configure grooming and fault tolerance settings.

Use the Configuration Wizard to perform all of these tasks. You can also use the Configuration wizard to discover your SharePoint farm, select a Web front end (WFE) server to host the Backup Service, and specify the Backup Service preferences.

When you start the Management Console, it connects to the Management Service and determines if the Management Service is properly configured. If it is not configured, the Management Console starts the Configuration wizard.

Click Next to proceed.

Selecting the Installation Type

The first step is to choose the installation type.

ConfigWizard_InstallationType

There are two options:

Complete

You can perform the full range of operations on all SharePoint servers in a farm. You can perform various backups, you can schedule backups, mount databases and perform granular restore operations. Every time you add a farm and choose this option all other servers in the farm will allow the full set of operations.

Granular

You can restrict the operations that can be performed on SharePoint servers in a farm with this option. Every time you add a farm using this option, every SharePoint server in that farm will be restricted to granular restore operations only. Backups and scheduled backups are not allowed.

Click Next to proceed.

If you choose the Complete option, the Central Administration window appears. For more information see Specifying the Central Administration settings.

If you choose the Granular option, a confirmation dialog appears.

ConfigWizard_Granular_InstallationType_Confirmation

Click OK. The Farm Connection window appears. For next steps see Specifying Farm Connection Settings.

Specifying the Central Administration settings

Use the Configuration wizard to specify how Metalogix Backup for SharePoint connects to the farm that you want to back up. Use the Central Administration page in the wizard to specify the Central Administration page URL for the farm. You also specify the credentials that Metalogix Backup for SharePoint uses to connect to the farm.

How do I specify the URL and the account to use?

You use the Central Administration page of the Configuration wizard to specify the SharePoint site URL and the account to use.
ConfigWizard_Complete_CentralAdministration

To specify the SharePoint site URL and account

1.In the Central Administration page of the Configuration wizard, give your farm a name.

2. Enter the URL of the Central Administration site for the SharePoint farm in the Central Administration URL field.

3.Type the name and password of the account that Metalogix Backup for SharePoint should use to connect to the Management Service for the farm in the User Name and Password fields.

4.Select the Management Service that will handle the farm that will be added.

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TIP: If this is the first time that a farm will be added, this section is grayed out.

Click Next. Web application use policy modification required dialog box appears.

ConfigWizard_Complete_WebApp_User_Policy_Modification

5.In the Web application use policy modification required dialog box, click OK.

What permissions does the specified account 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.

You can also use the tab to specify a separate account with the required SharePoint permissions. This ability to specify two accounts gives you the ability to specify the accounts with the needed permissions and work within your security model so you do not need a single account with all the required permissions.

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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.

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