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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

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.
 
License_Key_Manager
 
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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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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NOTE: 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 Quest Technical Support at http://support.quest.com for assistance to upgrade the backup set.

Upgrading from version 5.0 and later

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TIP: 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.

The following steps will assist you in upgrading your edition of Metalogix Backup for SharePoint from version 4.0 and later versions.

1.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

·SharePoint requirements

·Management Console requirements  

·Management Service requirements  

·Backup Service requirements  

·Self-Service Recovery feature requirements

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

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

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

5.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.

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

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

8.Upgrade your installation to Metalogix Backup for SharePoint using the appropriate path. For more information, see the Upgrading From Version 5.0 and Later section.

9.If you plan to use farm backups for your SharePoint 2010, 2013, 2016 or 2019 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 the section titled Installing the Backup Service Manually.

10.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 the section titled Installing the Self-Service Recovery feature.

Available Upgrade Options

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 Upgrading 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 Upgrading a Full Installation and Performing a Custom Upgrade.

Manually deployed Backup Service

Custom

You can remotely or manually upgrade manually installed Backup Service instances. See Upgrading a Deployed Backup Service.

The installed Backup Service should always be the same version as the Management Service and Management Console.

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