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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

Defining the Management Service preferences

You can configure the preferences for the Metalogix Backup for SharePoint Management Service including specifying the SQL Server that Metalogix Backup for SharePoint uses for the repository database. You can also configure the data grooming options for the farm.

The Management Service uses the repository database to store configuration information and backup set identification data. You can set the Management Service preferences separately for each farm that you back up.

What Management Service preferences can I set?

You can set the following preferences for the Management Service:
Preferences_Management_Service

Repository SQL Server host

The SQL Server that hosts the Metalogix Backup for SharePoint repository database.
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Repository database name

The specific database on the SQL Server that contains the Metalogix Backup for SharePoint repository database. The default database name is Metalogix_BackupRepository.
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SQL Server authentication type

The type of authentication used for the SQL Server. You can use Windows or SQL Server authentication.
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If you use Windows authentication, Metalogix Backup for SharePoint uses the service account that you set for the Management Service to access the SQL Server.

If you use SQL Server authentication, you must specify a user name and password to use to connect to the SQL Server. Be sure to test the connection once you have entered the user name and password details.
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Grooming options

Lets you control how Metalogix Backup for SharePoint deletes out-of-date backup sets from the backup location.
 
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For more information about data grooming options, see Learning about data grooming.

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TIP: Metalogix Backup for SharePoint can use Tivoli Storage Manager (TSM) to store backup set content. If you enable data grooming for a backup set that Metalogix Backup for SharePoint stores in TSM, Metalogix Backup for SharePoint removes references to the data in Metalogix Backup for SharePoint. In addition, Metalogix Backup for SharePoint sets the data objects to Inactive in TSM. Metalogix 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.

Timeout

In the Management Service Preferences dialog box, in the Timeout area, enter the length of time in seconds that the Metalogix Backup for SharePoint console should wait for successful communication with the management Service. 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.

How do I set the Management Service preferences?

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

To set the Management Service preferences

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

oIn the Farm Backup/Restore or Configuration panes, click the name of the farm whose Management Service preferences you want to set, then click Tools > Preferences, then click Management Service.
Toolbar_Tools_Preferences

oIn the left pane, click Configuration, then click the name of the farm whose Management Service preferences you want to set, then click Management Service.
QuickLinks_Configuration
then click Management Service.
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2.In the dialog box, make any required changes to your preferences.
Preferences_Management_Service

3.If you made changes to the Repository Database Connection settings, click Test Connection to verify that the new settings work properly.
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4.Click OK to close the dialog box and save the changes you made to the Management Service preferences.

What permissions are required for the SQL Server connection and the Management Service?

The account that the Management Service uses to access the SQL Server must have specific privileges granted to it. If you use Windows authentication for the SQL Server, Metalogix Backup for SharePoint uses the service account that you set for the Management Service to access the SQL Server. If you use SQL Server authentication, you specify a user name and password to use to access the server.

The account that you specify must be a member of the db_owner role for the database that you specify for the Metalogix Backup for SharePoint repository database.

In addition, the service account that you specify for the Management Service must have local administrator permissions on the computer that hosts the Management Service.

Defining the Management Console preferences

You can configure the preferences for the Metalogix Backup for SharePoint Management Console independently for each user on each computer that hosts the Management Console.

How do I set the Management Console preferences?

You use the Management Console preferences pane in the preferences dialog box to configure the Management Console preferences. The preferences are specific to each user on each Management Console host.

To set the Management Console preferences

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

oClick Tools > Preferences, then click Console.
Toolbar_Tools_Preferences

oIn the left pane, click Configuration.
QuickLinks_Configuration
then click the name of any farm, then click Console.
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2.In the dialog box, make any changes to your preferences.
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3.Click OK to close the dialog box and save the changes you made to the Management Console preferences.

 

The preferences that you can set include the following:

Automatically refresh status

When selected, the Metalogix Backup for SharePoint Management Console automatically refreshes status information at an interval that you specify.
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Number of seconds between refreshes

The time that the Management Console waits before it refreshes status. This option is not available if you disable automatic refresh.
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Limit the number of matches

When selected and you perform a search in a backup set, the Management Console only displays the number of matches that you specify.
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Hide wizard welcome pages

Select each check box to hide or to show the Welcome page in the specified wizard.

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Download Options

Specify the folder where documents can be downloaded for preview when you want to inspect documents before a granular restore.

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Understanding load balancing

When you install Metalogix Backup for SharePoint, you normally install the Backup Service instances on multiple Web front end (WFE) servers in your SharePoint farm. When your deployment includes multiple Backup Service instances, the Management Service automatically assigns backup tasks to the next available Backup Service. Using multiple Backup Service instances helps you balance the load that is assigned to each of the servers in your SharePoint farm.

When the Management Service assigns a job to a Backup Service, it checks Backup Service availability in the same order used for fault tolerance. If the first Backup Service in the fault tolerance list is busy, the Management Service tries the next, and so on, until it locates an available Backup Service.

If all of the Backup Service instances are busy, the Management Service waits for the first available Backup Service. You do not need to manage load balancing manually.

For more information about configuring the fault tolerance order, and thus the order that the Management Service uses to assign jobs to Backup Service instances, see Configuring fault tolerance.

Managing alerts

Metalogix Backup for SharePoint can generate an alert when a condition that you specify occurs. When an alert occurs, you can specify that Metalogix Backup for SharePoint does one or more of the following:

·Send an email to one or more addresses.

·Write the alert to the application event log on the Management Service host.

You can specify that one or more of the following triggers an alert:

·Success of a backup, mount, link, restore, or preview operation.

·Failure of a backup, mount, link, restore, or preview operation.

·Warning about a backup, mount, link, or restore operation.

·Canceled backup, mount, link, or restore operation.

·Operations that take longer than a specified time.

·Low disk space.

·A secondary Backup Service is used for backup.

·Full backup triggered by the size of a differential backup.

You can explore the following for more information about alerts:

·Learning about alerts

·Viewing alerts in the Management Console

·Configuring the alert settings

·Managing the alert notification settings

·Configuring alert grooming

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