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Metalogix Backup for SharePoint 6.6 - User Guide

Product Overview Getting Started Configuring Metalogix Backup for SharePoint
Opening the Management Console Connecting a standalone Management Console to the Management Service Configuring Metalogix Backup for SharePoint for your farm Managing the Backup Service Managing farms Configuring fault tolerance Managing self-service recovery Managing preferences Managing alerts Managing backup set disk space Importing a Repository Database
Reviewing backup status Backing up and restoring farm components Restoring granular objects

Repairing, Removing or Upgrading Self-Service Recovery Solution

Use the Management Console to remove, repair or upgrade a previously deployed Self-Service recovery solution.

·Steps to repair the Self-Service Recovery solution

·Steps to remove the Self-Service Recovery solution

·Steps to upgrade the Self-Service Recovery solution


Steps to repair the Self-Service Recovery solution

1.Open the Management Console.

2.OPTION 1

a.From the toolbar, click the File tab.

b.From the options presented, click Deploy SharePoint Components. The Deploy SharePoint Components dialog appears.

Toolbar_File_DeploySharePointComponents

OPTION 2

a.From the ribbon, click the Deploy, repair, or remove the end-user self-service recovery solution icon. The Deploy SharePoint Components dialog appears.

Ribbon_Deploy_SSR

OPTION 3

a.From the bottom-left pane in the Management Console, click Configuration. The Configuration panes appear.

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b.Click the Deploy SharePoint Components icon. The Deploy SharePoint Components dialog appears.

Configuration_Ribbon_DeploySharePointComponents

3.Select the Repair the Self-Service Recovery solution option.

Deploy_SharePoint_Components_Repair

4.Click Update.

2.If the deployment was successfully repaired, a confirmation dialog appears indicating the success of the operation.


Steps to remove the Self-Service Recovery solution

1.Open the Management Console.

2.OPTION 1

a.From the toolbar, click the File tab.

b.From the options presented, click Deploy SharePoint Components. The Deploy SharePoint Components dialog appears.

Toolbar_File_DeploySharePointComponents

OPTION 2

a.From the ribbon, click the Deploy, repair, or remove the end-user self-service recovery solution icon. The Deploy SharePoint Components dialog appears.

Ribbon_Deploy_SSR

OPTION 3

a.From the bottom-left pane in the Management Console, click Configuration. The Configuration panes appear.

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b.Click the Deploy SharePoint Components icon. The Deploy SharePoint Components dialog appears.

Configuration_Ribbon_DeploySharePointComponents

3.Select the Repair the Self-Service Recovery solution option.

Deploy_SharePoint_Components_Remove

4.Click Update.

5.If the deployment was successfully repaired, a confirmation dialog appears indicating the success of the operation.


Steps to upgrade a Self-Service Recovery solution

When you deploy or repair the Self-Service Recovery feature, Self-Service Recovery components are updated automatically.

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NOTE: When you upgrade from version 6.3, you must uninstall the Self-Service Recovery components if you have installed them already. After the upgrade, you must re-install the Self-Service Recovery components.

Delegating Self-Service Recovery permission

The Metalogix Backup for SharePoint Self-Service Recovery feature lets authorized users download content from backup sets. Site collection administrators can always use the Self-Service Recovery feature to download content from backup sets. Members of the site collection administrators group can view and download any files that Metalogix Backup for SharePoint has backed-up in the current site collection. Site collection administrators can also delegate permission to download backed-up content to specific users.

The content that delegated users can see and download depends on the following:

·The current permissions that the user has for the content.

·The permissions the user had at the time the backup was created.

To view the contents of a site or a library, the user must either have current access to the site or library, or the user must have had access at the time that the content was backed-up.

To download a backed-up file, the user must have current access and also access at the time that the file was backed-up. If either set of permissions does not allow access, the user cannot download the backed-up content.

How do I delegate a Self-Service Recovery permission to a user?

You use the Site Settings page in the SharePoint site collection to delegate permission to a user. You must be a member of the site collection administrators group to delegate permission to perform Self-Service Recovery. The Metalogix Backup for SharePoint administrator must install and configure Self-Service Recovery before you can delegate permissions to use Self-Service Recovery.

Steps to delegate a Self-Service Recovery permission

1.In the Site Collection in SharePoint, click Site Actions > Site Settings.
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2.On the Site Settings page, in the Users and Permissions area, click Self-service recovery permissions.
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3.In the Self-Service Recovery Permissions page, in the Self-Service Recovery Users field, enter the names of users to delegate permission to use Self-Service Recovery. You can use the Check Names and Browse icons to locate the correct user names.
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4.In the Self-Service Recovery Permissions page, click OK.

Managing preferences

You can customize Metalogix Backup for SharePoint to meet the needs of your environment. Use the Preferences dialog box to perform the following tasks:

·Defining the Backup Service preferences

·Defining the preferences

·Defining the Management Console preferences

·Understanding load balancing

Defining the Backup Service preferences

You can configure the preferences for the Backup Service. You can specify the location on your network where Metalogix Backup for SharePoint stores backup sets. You can also configure the service account that the Backup Service uses.

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. You must set up a TSM virtual server client node before you can back up to a TSM client node. For more information about using TSM with Metalogix Backup for SharePoint, see Learning about Tivoli Storage Manager.

If you make changes to the default backup set storage location, future backup operations use the new location. Any existing backup sets remain in the original location. When you perform restore operations, you can access both the existing backup sets in the original location and the new backup sets. You can specify a location other than the default for each backup set.

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 Metalogix Backup for SharePoint 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. For information about Metalogix Technical Support, please visit https://support.quest.com.

How do I configure the Backup Service preferences?

You use the Metalogix Backup for SharePoint Management Console to configure the Backup Service preferences.

To view the Backup Service preferences:

1.In the Metalogix Backup for SharePoint Management Console, do one of the following:

oClick the name of the farm whose Backup Service preferences you want to set, then click Tools > Preferences, then click Backup Service
Toolbar_Tools_Preferences

oIn the left pane, click Configuration, then click the name of the farm whose Backup Service preferences you want to set.
QuickLinks_Configuration
In the right pane, click Configuration, then click Backup Service.
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2.In the Backup Service Preferences dialog box, review the current preferences.
BackupService_Preferences_Dialog

3.Click OK to close the dialog box.

To add a new backup location:

1.In the Backup Service Preferences dialog box, click Add.
BackupService_Preferences_Add_Backup_Location

2.In the Add Backup Location dialog box, enter a name for the backup location.

3.In the Add Backup Location dialog box, do one of the following:

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, the name of the administrator of the TSM client node, and the password for the administrator.
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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 and Account information.
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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 information.
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4.To set the new location as the default location, select the Set the default backup set location check box.
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5.Click OK.

To delete a backup location:

1.In the Backup Service Preferences dialog box, click the backup location that you want to remove. Click Remove.
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2.Metalogix Backup for SharePoint prompts you to confirm that you want to remove the backup location. Click Yes.
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3.Click OK.

To set a backup location as the default:

1.In the Backup Service Preferences dialog box, click the backup location to set as the default. Click Set as default.
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2.Click OK.

To specify a new default service account for any new Backup Service that you install:

1.In the Backup Service Preferences dialog box, in the Deployment area, enter the new default service account the Metalogix Backup for SharePoint should use for new Backup Service instances.
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2.Click OK.

To set the number of threads used when performing Granular Backups:

1.In the Backup Service Preferences dialog box, in the Granular Backup Threads area, enter the number of threads you would like to use when performing Granular Backups. You can type the number, or use the up and down buttons in the Threads field to select a number.
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2.Click OK.

To set the Backup Service timeout value:

1.In the Backup Service Preferences dialog box, 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 in the seconds field to change the number of seconds.
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2.Click OK.

To configure the port that the Management Service uses to communicate with the Backup Service:

1.In the Backup Service Preferences dialog box, 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 in the threads field to change the number.
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2.Click OK.

To configure debug logging:

1.In the Backup Service Preferences dialog box, in the Debug logging area, select or clear the Enable debug logging check box.
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2.Click OK.

What permissions does the Backup Service require?

The service account that you specify for the Backup Service must have the following permissions:

·Must be a local administrator on the SharePoint Web front end (WFE) that hosts the Backup Service.

·Must be a member of the SharePoint farm administrators group.

·Must have db_owner access to all SharePoint content databases, including the Admin Content and SharePoint Config databases.

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