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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

Configuring Farm Backups

The Backup tab of the Farm Backup/Restore view in the Metalogix Backup for SharePoint Management Console lets you create full and differential backups. You can also schedule backups using this view.

You can include only one farm component in a single scheduled farm backup. The scheduled farm backup can be a full backup or a paired full backup and differential backup. You can also include the same component in one or more on-demand full backups.

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TIP: If a component is part of a scheduled backup, and a user includes the component in an on-demand backup, the next scheduled backup must be a full backup even if a differential backup is scheduled.

When you add the component to the on-demand backup, the Management Console warns you that adding the component alters the scheduled backup and asks you to confirm the change. When you restore a component that is part of a scheduled backup, the next scheduled backup is always a full backup.

What is the difference between a full backup and a differential backup?

A full backup includes current versions of every item in the scope of the backup and is a complete representation of the state of the backed-up components at the time of the backup. Every item in the scope of the backup is copied during every backup.

A differential backup compares the state of the backed-up content in a specified full backup to the actual content in the SharePoint farm. Metalogix Backup for SharePoint then copies only the changed items into the backup set. You must have both the differential backup and the associated full backup to restore content from the backup.

For certain component types, the entire component is always backed-up in both full and differential backups. For example, if you include the SharePoint registry in a farm component backup, the entire registry is included in every backup.

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TIP: Both full and differential backups that include SharePoint databases include the entire SQL Transaction log for the databases. Metalogix Backup for SharePoint does not truncate the log. You must manage the transaction log size in another tool. If you do not manage the log size, it continues to grow in your backup sets.

Only a full backup can be an on-demand backup.

A differential backup must be a part of a backup schedule. A differential backup will be performed across content databases, the admin database, and the configuration databases only. If any web front end components or service application databases were selected, they will be protected during the scheduled full backups.

How do I select the components to back up?

The Backup tab in the Farm Backup/Restore view allows you to select the components that you want to back up. Only users who are members of the farm administrators group can perform farm backups. For information about the components that you can back up, see Using Metalogix Backup for SharePoint in your disaster recovery plans.

To select the components to back up

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 server name or All Servers for any farm.
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3.In the right pane, click the Backup tab.
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4.In the Select farm components to back up field, select the check boxes for the items to include in the backup.
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·You can also click the Select All, Unselect All, Expand Tree, and Collapse Tree in the top panel in order to locate and select the items to back up.
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How do I create a full backup?

You use the Backup tab in the Farm Backup/Restore view to create a full backup.

To create a full backup

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 server name or All Servers for any farm.
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3.In the right pane, click the Backup tab.
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4.In the Select farm components to back up field, select the check boxes for the items to include in the backup.
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5.You can also click the Select All, Unselect All, Expand Tree, and Collapse Tree in the top panel in order to locate and select the items to back up.
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6.Click Full Backup in the top panel. The Backup Wizard appears.
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7.On the Welcome to the backup Wizard page, click Next.

8.On the Backup page, review the items that the backup includes, then click Next.
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9.On the Options page, you can do the following:

oSpecify a name for the backup set in the Backup Set Name field.
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oOptionally enter notes about the backup set in the Backup Set Description field.
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oSelect a location for the backup set from the Backup Set Location drop-down list. You can click Manage Locations to open the Backup Service Preferences dialog box and configure the backup locations. For more information about configuring your Backup Service preferences, see Defining the Backup Service preferences.
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oSelect Do not execute scripts to report on the farm's configuration at time of backup in order to prevent Metalogix Backup for SharePoint from providing farm's configuration at the time of the backup.

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NOTE: If this option is deselected, then users will be able to select the "view farm configuration" option for the backup set.

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oSelect the Enable compression check box to compress the backup set.
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oSelect the Enable encryption check box to encrypt the backup set. If you enable encryption, you must also specify a password for the backup set. You must supply the same password when you restore from the backup.
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oSelect the Copy Only check box to allow a backup to be taken that does not interfere with the conventional backup/restore sequence of SQL Server backups. This option is normally used if SQL Server backups are already being taken separately from Backup, and Backup should not interfere in the existing process.
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10.On the Options page, click Next.

11.On the Mount Options page, select which content database, if any, you would like the backup to mount to. Click Next.
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12. If you did not choose a content database on which to mount the backup in the previous step, skip to the next step. If you chose a content database on which to mount the backup in the previous step, then you will now see the Target SQL Server page. On this page, enter the information for the server on which you want to mount the backup. Click Next.
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13.On the Summary page, click Backup to start the backup.

How do I schedule a backup?

You use the Backup tab in the Farm Backup/Restore view to schedule a full backup or a differential backup.

When you schedule a backup, you can choose to perform a full backup every time the scheduled backup runs. You can also choose to perform a full backup the first time the scheduled backup runs, then perform a differential backup on subsequent runs. Full backups and differential backups can have unrelated backup schedules.

If you choose to pair a full backup and differential backups, you can specify when Metalogix Backup for SharePoint should perform a new full backup in place of a differential backup. If the size of the differential backup is more than a percentage of the size of the most recent full backup, Metalogix Backup for SharePoint can perform a full backup instead. You can specify the threshold percentage that triggers the full backup.

To schedule a backup

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 server name or All Servers for any farm.
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3.In the right pane, click the Backup tab.
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4.In the Select farm components to back up field, select the check boxes for the items to include in the backup.
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5.[Optional] You can also click the Select All, Unselect All, Expand Tree, and Collapse Tree in the top panel in order to locate and select the items to back up.
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6.Click Schedule a Backup.
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7.On the Welcome to the Backup Schedule wizard page, click Next.

8.On the Backup page, review the items that the backup includes, then click Next.
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9.On the Options page, do the following:

oSpecify a name for the backup set in the Backup Set Name field.
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oOptionally enter notes about the backup set in the Backup Set Description field.
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oSelect a location for the backup set from the Backup Set Location drop-down list. You can click Manage Locations to open the Backup Service Preferences dialog box and configure the backup locations. For more information about configuring your Backup Service preferences, see Defining the Backup Service preferences.
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oEnter the user to run the backup as in the Run As field.
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oIn the Backup Type area, select the type of backup to create. If you click Schedule full and differential backups, you can choose to perform a full backup in place of a differential backup when the differential backup size is larger than a percentage that you specify.
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oSelect Do not execute scripts to report on the farm's configuration at time of backup in order to prevent Metalogix Backup for SharePoint from providing farm's configuration at the time of the backup.

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NOTE: Both full and differential backups that include SharePoint databases include the entire SQL Transaction log for the databases. Metalogix Backup for SharePoint does not truncate the log. You must manage the transaction log size in another tool. If you do not manage the log size, it continues to grow in your backup sets.

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oSelect Do not execute scripts to report on the farm's configuration at time of backup in order to prevent Metalogix Backup for SharePoint from providing farm's configuration at the time of the backup.

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NOTE: If this option is deselected, then users will be able to select the View farm configuration option for the backup set.

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oSelect the Enable compression check box to compress the backup set.
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oSelect the Enable encryption check box to encrypt the backup set. If you enable encryption, you must also specify a password for the backup set. You must supply the same password when you restore from the backup.
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oSelect the Copy Only check box to allow a backup to be taken that does not interfere with the conventional backup/restore sequence of SQL Server backups. This option is normally used if SQL Server backups are already being taken separately from Backup, and Backup should not interfere in the existing process. This option is only available if the Schedule Full Backups option is the backup type chosen.
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10.On the Schedule Full page, select when the full backup should take place, then click Next.
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11.If you chose to perform both Full Backups and Differential Backups, in the Schedule Differential page, specify when the differential backups should take place, then click Next.

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NOTE: A differential backup will be performed across content databases, the admin database, and the configuration databases only. If any web front end components or service application databases were selected, they will be protected during the scheduled full backups.

12.On the Alerting page, specify the alert settings for the scheduled backup. You can select Use the default alert configuration for this backup schedule or you can select Use the following alert settings for this schedule, then specify the settings to use. Click Next to continue.
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13.On the Grooming page, specify the grooming settings for the scheduled backup. You can select Use the default grooming settings for this backup schedule or you can select Use the following grooming settings instead of the default grooming settings, then specify the settings to use. Click Next to continue.
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14.On the Mounting Options page, you can select which content database, if any, you wish to mount the scheduled backups to. You can also specify rules for mounting:
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oSpecify the Content Database size limit, which will prevent the backup from being mounted if the content database exceeds the specified size. Note that setting a limit of 0MB means that there is no size limit and all backups will be mounted to the selected content databases.
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oNumber of mounted databases to keep allows you to specify the number of backups sets that are kept mounted. Specifying a value of 1 will keep the latest scheduled backup mounted.
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15.Click Next on the Mounting Options page to continue.

16.If a Content database was selected for mounting, then the next page will be the Target SQL Server page. On this page, specify the location of the SQL Server where the content database will be mounted, as well as its credentials. Click Next to continue.
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17.In the Summary page, click Finish.

Viewing scheduled farm backups

The Scheduled Backups tab in the Metalogix Backup for SharePoint Management Console lets you view, edit, delete, enable, and disable scheduled farm backups.

How do I view the scheduled farm backups?

You use the Scheduled Backups tab in the Farm Backup/Restore view to view the existing backup schedules.

To view the scheduled farm backups

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 server name or All Servers for any farm.
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3.In the top right pane, click Scheduled Backups.
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How do I view the details of a scheduled farm backup?

You use the Scheduled Backups tab in the Farm Backup/Restore view to view the details of a scheduled backup.

To view the details of a scheduled farm backup

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 server name or All Servers for any farm.
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3.In the top right pane, click Scheduled Backups.
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4.Click the name of the scheduled backup whose details you want to review.
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5.If the Scheduled Backup Details do not appear in the bottom of the Scheduled Backups tab, click Details.
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How do I make changes to a scheduled farm backup?

You use the Scheduled Backups tab in the Farm Backup/Restore view to make changes to a scheduled backup.

To make changes to a scheduled farm backup

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 server name or All Servers for any farm.
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3.In the top right pane, click Scheduled Backups.
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4.Click the name of the scheduled backup that you want to edit.
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5.In the ribbon, click Edit.
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6.In the Welcome to the Backup Schedule wizard page, click Next.

7.In the Backup page, review the items that the backup includes, then click Next.
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8.In the Options page, do the following:

oSpecify a name for the backup set in the Backup Set Name field.
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oOptionally enter notes about the backup set in the Backup Set Description field.
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oSelect a location for the backup set from the Backup Set Location drop-down list. You can click Manage Locations to open the Backup Service Preferences dialog box and configure the backup locations. For more information about configuring your Backup Service preferences, see Defining the Backup Service preferences.
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oEnter the user to run the backup as in the Run As field.
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oIn the Backup Type area, select the type of backup to create. If you click Schedule full and differential backups, you can choose to perform a full backup in place of a differential backup when the differential backup size is larger than a percentage that you specify.
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oSelect Do not execute scripts to report on the farm's configuration at time of backup in order to prevent Metalogix Backup for SharePoint from providing farm's configuration at the time of the backup.

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NOTE: If this option is deselected, then users will be able to select the "view farm configuration" option for the backup set.

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oSelect the Enable compression check box to compress the backup set.
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oSelect the Enable encryption check box to encrypt the backup set. If you enable encryption, you must also specify a password for the backup set. You must supply the same password when you restore from the backup.
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oSelect the Copy Only check box to allow a backup to be taken that does not interfere with the conventional backup/restore sequence of SQL Server backups. This option is normally used if SQL Server backups are already being taken separately from Backup, and Backup should not interfere in the existing process. This option is only available if the Schedule Full Backups option is the backup type chosen.
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oSelect the Auto include new content databases to schedule, option in order to automatically include all new content databases to the scheduled backup.
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9.On the Schedule Full page, select when the full backup should take place, then click Next.
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10.If you chose to perform both Full Backups and Differential Backups, in the Schedule Differential page, specify when the differential backups should take place, then click Next.
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11.On the Alerting page, specify the alert settings for the scheduled backup. You can select Use the default alert configuration for this backup schedule or you can select Use the following alert settings for this schedule, then specify the settings to use. Click Next to continue.
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12.On the Grooming page, specify the grooming settings for the scheduled backup. You can select Use the default grooming settings for this backup schedule or you can select Use the following grooming settings instead of the default grooming settings, then specify the settings to use. Click Next to continue.
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13.On the Mounting Options page, you can select which content database, if any, you wish to mount the scheduled backups to. You can also specify rules for mounting:
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oSpecify the Content Database size limit, which will prevent the backup from being mounted if the content database exceeds the specified size. Note that setting a limit of 0MB means that there is no size limit and all backups will be mounted to the selected content databases.
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oNumber of mounted databases to keep allows you to specify the number of backups sets that are kept mounted. Specifying a value of 1 will keep the latest scheduled backup mounted.
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14.Click Next on the Mounting Options page to continue.

15.If a Content database was selected for mounting, then the next page will be the Target SQL Server page. On this page, specify the location of the SQL Server where the content database will be mounted, as well as its credentials. Click Next to continue.
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16.In the Summary page, click Finish.

How do I delete a scheduled farm backup?

You use the Scheduled Backups tab in the Farm Backup/Restore view to delete a scheduled backup. When you delete a scheduled backup, you only delete the schedule. You do not delete the existing backups in the backup sets.

To delete a scheduled farm backup

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 server name or All Servers for any farm.
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3.In the top right pane, click Scheduled Backups.
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4.Click the name of the scheduled backup that you want to delete.
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5.In the ribbon, click Delete.
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6.The Metalogix Backup for SharePoint Management Console prompts you to confirm that you want to delete the Scheduled Backup. Click Yes to delete the scheduled backup.
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How do I enable and disable a scheduled farm backup?

You use the Scheduled Backups tab in the Farm Backup/Restore view to temporarily disable and enable scheduled backups. When you disable a scheduled backup, the scheduled backup definition stays in Metalogix Backup for SharePoint, but it does not execute. You can disable a scheduled backup when you need to temporarily suspend backups, then later resume them. Disabled scheduled backups have a red icon in the Scheduled Backups field.

To disable a scheduled farm backup

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 server name or All Servers for any farm.
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3.In the top right pane, click Scheduled Backups.
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4.Click the name of the scheduled backup that you want to delete.
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5.In the ribbon, click Disable.
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To enable a disabled scheduled farm backup

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 server name or All Servers for any farm.
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3.In the top right pane, click Scheduled Backups.
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4.Click the name of the scheduled backup that you want to delete.
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5.In the ribbon, click Enable.
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Viewing farm backup alerts

The Alerts tab of the Farm Backup/Restore view in the Metalogix Backup for SharePoint Management Console lets you view, delete, and configure the related alerts.

How do I view the farm backup alerts?

Use the Alerts tab in the Farm Backup/Restore view to view the existing farm backup alerts.

To view the existing alerts

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 server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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How do I view the details of a farm backup alert?

Use the Alerts tab in the Farm Backup/Restore view to view the details of a farm backup alert.

To view the details of a farm backup alert

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 server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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4.Click the name of the alert whose details you want to review.
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5.If the Alert Details do not appear in the bottom of the Alerts tab, click Details.
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How do I delete a farm backup alert?

Use the Alerts tab in the Farm Backup/Restore view to delete an alert.

To delete a farm backup alert

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 server name or All Servers for any farm.
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3.In the right pane, click Alerts.

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5.Click the name of the alert that you want to delete.
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6.Click Delete Alert. The Metalogix Backup for SharePoint Management Console prompts you to confirm that you want to delete the alert.
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7.Click Yes to delete the alert.
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How do I configure the farm backup alert settings?

Use the Alerts tab in the Farm Backup/Restore view to configure the farm backup alert settings. For more information about alert settings, see Configuring the alert settings.

To configure the farm backup alert settings

1.In the Metalogix Backup for SharePoint Management Console, in the left panel, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.

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5.In the ribbon, click Configure Alert Settings.
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6.In the Alerts pane, configure the settings for the farm alerts. Click OK to close the dialog box and save the changes.
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How do I configure alert grooming?

Use the Alerts tab in the Farm Backup/Restore view to configure the alert grooming. For more information about alert settings, see Configuring alert grooming.

To configure the alert grooming

1.In the Metalogix Backup for SharePoint Management Console, in the left panel, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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4.In the ribbon, click Configure Alert Settings.
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5.This will open the Alert Settings page, click the Alert Grooming tab in the left hand panel. Here you can click Do not groom alerts or click Groom alerts older than <> days and choose the number of days to groom alerts after.
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6.Click OK to close the dialog box and save the changes.

How do I control the farm backup alerts that appear in the Alerts tab?

Use the check boxes and the date range drop-down in the Filter area of the ribbon in the Alerts tab to control what alerts appear in the Alerts field.

To filter the contents of the Alerts field.

1.In the Metalogix Backup for SharePoint Management Console, in the left panel, click Farm Backup/Restore.
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2.In the Farm Backup/Restore pane, click any server name or All Servers for any farm.
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3.In the right pane, click Alerts.
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4.In the ribbon, in the Filter area, select the check boxes for items that you want to show in the Alerts field. Clear the check boxes for items that you want to hide. Click Date Range to specify a time limit for the items in the Alerts field.
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Reviewing the SharePoint farm objects to back up

The Backup panel of the Backup wizard or the Backup Schedule wizard lets you verify the list of objects you selected. Review the list of objects to back up, then click Next. If the list of objects is not correct, click Cancel, then select the correct objects and start the wizard again.
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