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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

Data grooming

Metalogix Backup for SharePoint can automatically delete (groom) backup sets based on configured parameters, saving disk space for newer backup sets. Backup sets are groomed based on how many sets already exist, or based on how old the sets are.

If Data Grooming is enabled, Metalogix Backup for SharePoint will look for backup sets to delete from the repository and disk once a day, at the configured time. If an expired set is found, it will be deleted at that time.

If a full backup is older than the maximum retention time in days but is associated with a differential backup that is within the permitted date range, the full backup will not be groomed.

Data grooming preferences can be configured separately for each farm in the Management Console, Management Service Preferences. Grooming options for scheduled backup jobs are also configured here.

It is also possible for Metalogix Backup for SharePoint to keep a specific number of good backups, no matter their age. For more information about setting the Management Service Preferences, including grooming, see Defining the Management Service preferences. For more information about configuring grooming for a scheduled backup, see Specifying backup schedule grooming.

When enabling data grooming, it is best to schedule it to for a non-peak time when it will not interfere with your enterprise network, as data grooming can be a processor and disk-intensive process.

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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 Backup for SharePoint 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.

How do I enable data grooming?

The Metalogix Backup for SharePoint Management Service Preferences dialog box is used to configure data grooming.

To configure the Data Grooming preferences

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

oClick the name of the farm whose data grooming preferences you want to set, then click Tools > Preferences.
Toolbar_Tools_Preferences

oClick the name of the farm whose data grooming preferences you want to set, then click the Preferences icon in the small top banner.
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oIn the left pane, click Configuration, then click the name of the farm whose data grooming preferences you want to set.
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2.In the Metalogix Backup for SharePoint Preferences dialog box, click Management Service.

3.In the Grooming area, select or clear the Delete backup sets from repository check box. If you select the check box, you should also set the number of days before the data expires and the time on the Management Service computer when the Metalogix Backup for SharePoint Management Service checks for expired backup sets. Furthermore, you may wish to specify the maximum number of log files to retain.

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NOTE: Console logs will only be deleted after the scheduled grooming time has passed and the console has been closed and reopened.

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4.Click OK to close the dialog box and save the changes you made to the data grooming settings.

Importing a Repository Database

You can consolidate operational data from one or more Repositories into your current Repository by importing the data from those repositories. All types of operational data related to backups and restores of components and granular objects from the imported Repository will be copied to the current Repository and will be displayed in the Management Console. System information and preferences in your current environment will not be affected.

Steps to import a Repository database

1.Open the Management Console.

2.From the File menu, click Import Repository.

Import_Repository_File_Command

3.The Import Metalogix Backup Repository dialog appears.

Import_Repository_Dialog

4.Enter the following information:

a.Farm - For Import a Repository you need to put the Repository name, SQL Server and the authentication credentials (Windows/SQL account). Additionally, if more than one Farm is added in the Console, it is necessary to select the corresponding Target Farm.

Import_Repository_Dialog_TargetFarm

b.Repository - the name of the repository database that will be imported

c.SQL Server - The name of the SQL Server instance that contains the Repository database to be imported. You can click Browse to locate the SQL Server if needed.

d.Authentication - The credentials needed to access the Repository database. The default authentication method uses the Current Windows Account. If you prefer to use the SQL Server authentication, enter the Login and Password.

5.Click Test to validate the connection to the Repository to be imported. If the connection is successful, a confirmation dialog appears. Click OK to accept the confirmation.

Import_Repository_Test

6.Click Import to proceed complete the operation, or click Cancel to exit.

Illustrated Example of Importing a Repository Database

The before and after scenarios of importing a Repository Database are illustrated below:

Viewing Data in the Management Console

1.Assume that you started with a default repository called Metalogix_BackupRepository in which two operations are present. The operations are displayed in the Management Console as shown below:

Import_Repository_Console_Before

2.Assume that you imported data from a repository called Metalogix_BackupRepository_copy1 which has multiple operations. The operations from both repositories are displayed in the Management Console as shown below:

Import_Repository_Console_After

Viewing Repository Data in the SQL Server database

1.Expand the Metalogix_BackupRepository database and locate the cdb_mount_operations table. An SQL query can be used to verify the two operations exist.

Import_Repository_DB_Before

2.After importing the Metalogix_BackupRepository_copy1 repository, the data is added to the Metalogix_BackupRepository repository. An SQL query can be used to verify the multiple operations that are now available.

Import_Repository_DB_After

Reviewing backup status

Metalogix Backup for SharePoint lets you review the backup status of your farms and the servers and the web applications that make them up. The information that appears varies, depending on the component that you select. For more information about the information that appears, see the following:

·Viewing the farm status for farm backups

·Viewing activity and status on the farm Today page

·Reviewing farm backup status

·Viewing restore operation status and results

Viewing the farm status for farm backups

When you select the SharePoint 2010, 2013, 2016 or 2019 farms group in the Farm Backup/Restore pane, Metalogix Backup for SharePoint displays the Farm Backup/Restore Today page for multiple farms. The Today page includes summary information about all of the farms that you have added to the Metalogix Backup for SharePoint Management Console. The information includes the following:

·Farm status

·Farm component protection status

·Storage status

·Unprotected components

In addition, the Today page lets you perform common tasks. You can do the following in the Today page:

·Add a farm

·Remove a farm

·Manage backup locations

If you have not established any scheduled backups, you can also set up a scheduled backup for the default farm.

You can also click a farm name for more information about the farm or click a backup location for additional information about the backup location.

How do I view the single-farm Today page?

You can open the Today page for any SharePoint 2010, 2013, 2016 or 2019 farm from the Farm Backup/Restore Today page.

To open the Today page for a SharePoint 2010, 2013, 2016 and 2019 farm

1.In the Metalogix Backup for SharePoint Management Console, in the left pane, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any farm inside SharePoint 2010, 2013, 2016 or 2019 farms.
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3.Review the Today page for the farm.
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How do I add a farm?

You can right-click a farm name under SharePoint 2010, 2013, 2016 or 2019 in the Farm Backup/Restore pane, then click Add Farm.
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How do I remove a farm?

You can right-click a farm name under SharePoint 2010, 2013 0r 2016 in the Farm Backup/Restore pane, then click Remove Farm.
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When you click Remove Farm, Metalogix Backup for SharePoint removes the named farm. The farm in the command is the most recently selected farm. A farm is selected when you click the farm name or any farm component in the Farm Backup/Restore pane. If you have not selected a farm or a farm element since starting the Metalogix Backup for SharePoint Management Console, Metalogix Backup for SharePoint selects the default farm. For more information about removing farms, see Removing a farm.

How do I manage backup locations?

You can manage the backup locations through the preferences option, accessed in the following ways:

·Click the preferences Icon in the top banner.
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·Select Tools from the top drop-down menu and then select Preferences.
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These two approaches will open the opens the Preferences dialog box for the most recently selected farm. A farm is selected when you click the farm name or any farm component in the Farm Backup/Restore pane. If you have never selected a farm or a farm element, Metalogix Backup for SharePoint opens the dialog box for the default farm. For more information about setting the Backup Service preferences, see Defining the Backup Service preferences.
BackupService_Preferences_Dialog

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