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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

Specifying the farm backup options

Backup Wizard Option Panel

The Options panel in the Backup wizard lets you specify a name and description for the backup set. You use the name and description to identify the backup set. Enter appropriate values, then click Next.
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Backup Set Name - The name of the backup set. The name is required. The name can be up to 255 characters long.

The name appears on the Restore tab when you select the backup set to review and restore.

Metalogix Backup for SharePoint creates a corresponding backup set folder in the file system for the backup set. The folder uses an internal identifier name that is not the same as the name that you specify.
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Backup Set Description - Provides additional information about the backup set. Use this optional property to document details that helps you select the correct backup set during restore operations and general administrative activities.
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Backup Set Location - You can specify where Metalogix Backup for SharePoint stores the backup set. Click Manage Locations to create a new location, or select an existing location from the drop-down list.
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Do Not Execute Scripts to Report on the Farm's Configuration at Time of Backup - Select 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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Enable compression - When selected, Metalogix Backup for SharePoint compresses the data in the backup set. Compressing the data makes the backup set smaller. Compressed data is also often faster to transfer on your network.
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Enable encryption - When selected, Metalogix Backup for SharePoint encrypts the data in the backup set. Encrypted data can only be decrypted by Metalogix Backup for SharePoint. If you enable encryption, you must specify a password. When you restore from the backup set, you must provide the same password to decrypt the backup.
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Copy Only - When selected, Metalogix SharePoint allows 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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Backup Schedule Wizard Option Panel

The Options panel in the Backup Schedule wizard lets you specify a name and description for the backup set. You use the name and description to identify the backup set. Enter appropriate values, then click Next.
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Backup Set Name - The name of the backup set. The name is required. The name can be up to 255 characters long.

The name appears on the Restore tab when you select the backup set to review and restore.

Metalogix Backup for SharePoint creates a corresponding backup set folder in the file system for the backup set. The folder uses an internal identifier name that is not the same as the name that you specify.
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Backup Set Description - Provides additional information about the backup set. Use this optional property to document details that helps you select the correct backup set during restore operations and general administrative activities.
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Backup Set Location - You can specify where Metalogix Backup for SharePoint stores the backup set. Click Manage Locations to create a new location, or select an existing location from the drop-down list.
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Run As - You need to specify the user to run the backup as in the Run As field.
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Backup Type - In the Backup Type area you need to select the type of backup to create on a schedule, you can select between Schedule Full Backups or Schedule full and differential backups. 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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Do Not Execute Scripts to Report on the Farm's Configuration at Time of Backup - Select 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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Enable compression - When selected, Metalogix Backup for SharePoint compresses the data in the backup set. Compressing the data makes the backup set smaller. Compressed data is also often faster to transfer on your network.
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Enable encryption - When selected, Metalogix Backup for SharePoint encrypts the data in the backup set. Encrypted data can only be decrypted by Metalogix Backup for SharePoint. If you enable encryption, you must specify a password. When you restore from the backup set, you must provide the same password to decrypt the backup.
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Copy Only - When selected, Metalogix SharePoint allows 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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Auto Include New Content Databases to Schedule - Select 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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Specifying the full backup schedule

The Full Schedule panel in the Backup Schedule wizard appears if you clicked Schedule a Full Backup on the Backup tab. If you clicked Backup Now, the tab does not appear in the Backup Schedule wizard.

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Use the panel to specify the schedule for the backup operation, then click Next.

Both the Management Service and the Backup Service must be running to start a backup operation. The time and date you specify identifies when to start the backup operation. If you specify an end date and time, Metalogix Backup for SharePoint does not start a new operation after that time. Any running backup operations continue to run.
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Specifying a differential backup schedule

The Differential Schedule panel of the Backup Schedule wizard appears if you selected Schedule a Backup on the Backup tab, and then selected Schedule full and differential backup as the backup option on the Options panel of the wizard. If you selected Backup Now, the tab does not appear in the Backup Schedule wizard.

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Specify the schedule for the backup operation, then click Next.

Both the Management Service and the Backup Service must be running to start a backup operation. The time and date you specify identifies when to start the backup operation. If you specify an end date and time, Metalogix Backup for SharePoint does not start a new operation after that time. Any running backup operations continue to run.
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NOTE: Differential Backups, whether scheduled or not, will be displayed with Manual Full Backup in the console.

Specifying backup schedule alerts

The Alerts panel in the Metalogix Backup for SharePoint Schedule wizard lets you specify the conditions that trigger alerts when the backup runs. You can click one of the following:

·Use the default alert configuration for this backup schedule

·Use the following alert settings in addition to the default alert settings
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When you click Use the following alert settings, you can specify how any of the following conditions affect alerts. These settings are used in addition to the default alert settings:

Backup operation failed

When selected, Metalogix Backup for SharePoint generates an alert when an operation fails.
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Backup operation succeeded with warnings

When selected, Metalogix Backup for SharePoint generates an alert when a backup or restore operation succeeds but encounters errors.
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Backup operation successful

When selected, Metalogix Backup for SharePoint generates an alert when an operation succeeds. Backup, restore, and preview operations can all generate Successful alerts.
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Backup operation canceled

When selected, Metalogix Backup for SharePoint generates an alert when a user cancels a backup or restore operation.
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Secondary Backup Service used for the operation

When selected, Metalogix Backup for SharePoint generates an alert if it uses a secondary Backup Service to perform a backup.
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Differential backup set size triggered a full backup for the next scheduled time

When selected, Metalogix Backup for SharePoint generates an alert when the size of a differential backup triggers a full backup during the next scheduled backup.

You specify when the differential backup size triggers a full backup when you create the scheduled backup.
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Backup operation took longer than <number> <unit>

When selected, Metalogix Backup for SharePoint generates an alert when a backup takes longer than the amount of time that you specify.
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Write alerts to the Application event log on the Management Service computer

When selected, Metalogix Backup for SharePoint notes alerts generated by the scheduled backup in the Application event log on the computer that hosts the Management Service. You can use the Windows Event Log viewer to review the event log.
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Send alerts as email

When selected, sends any alerts generated by the scheduled backup as an email to the recipient or recipients that you specify.
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Recipients - The SMTP email addresses of one or more recipients to send alerts generated by the scheduled backup. You can click Alert Email Settings to configure the outgoing SMTP mail server.

Message Footer - Text included in the generated email below the alert.

Enter appropriate values, then click Next.

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