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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

Understanding the granular restore process

Metalogix Backup for SharePoint uses a Backup Service that you install on your SharePoint Web Front End (WFE) servers or SQL Server to perform all backup and restore operations. The Backup Service communicates with both the Management Service and with SharePoint. When Metalogix Backup for SharePoint restores backed-up SharePoint objects, it follows the SharePoint object model.

What should I consider when I restore SharePoint objects?

Before you restore SharePoint objects that Metalogix Backup for SharePoint backed-up, you can choose how to restore the content. You can choose among the following restore types:

·In-place restore

·Out-of-place restore

·Local restore

When you restore an object, the parent of the target object must already exist. For example, if you perform an in-place restore of Web site B and Web site B is under Web site A in the backup set, Web site A must exist in the restore target location to restore Web site B. If you perform an out-of-place restore of Web site B , the Web site that you select to restore Web site B must exist.

When you restore a SharePoint object, Metalogix Backup for SharePoint does not modify the parent of the target object. Because of this, Metalogix Backup for SharePoint cannot restore some components of SharePoint objects that require changes to the target parent. This means that among others, Metalogix Backup for SharePoint is unable to restore workflows, links, and custom column names.

If you restore a custom list, Metalogix Backup for SharePoint may not restore the changes to the default column names. If the custom column names do not exist in the target parent SharePoint object, Metalogix Backup for SharePoint cannot restore these changes.

When you restore a document or list item, Metalogix Backup for SharePoint does not restore any workflows that are associated with that document. If you restore a site that contains lists or libraries with workflows that are set to start automatically, the workflow is restored but is set to start manually.

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NOTE: When you restore a document or list item that includes an associated Web Part, Metalogix Backup for SharePoint does not restore the Web Part.

When you restore only a list, and you have configured custom content types or inherited content types, Metalogix Backup for SharePoint may not restore the content types and workflow associations for the list. Metalogix Backup for SharePoint restores what it can based on whether the content types exist in the target parent.

If you restore in-place list items that were deleted, Metalogix Backup for SharePoint creates new list items. If you perform another in-place restore operation that includes those list items, Metalogix Backup for SharePoint may create duplicate objects because the internal identifiers for the list items do not match the originally backed-up objects.

When you restore an object using a differential backup, Metalogix Backup for SharePoint displays two restore operations on the Management Console Overview tab: a restore from the full backup immediately followed by a restore from the differential backup.

What restore type options are available?

The Restore Type field allows you to specify how Metalogix Backup for SharePoint restores the backed-up objects.

In-place

When you perform an in-place restore Metalogix Backup for SharePoint will add the missing objects to the destination.

Overwrite Data - The overwrite data option available in the restore wizard, when selected, allows you to overwrite content on your farms with the content selected in the restore section.

Out-of-place

An out-of-place restore creates new SharePoint objects in your farm. Metalogix Backup for SharePoint restores the backed-up objects to a different SharePoint location. The new location must be a valid SharePoint structure for the objects. For example, you cannot restore a list within another list.

If an object that you restore has the same name and type as an object that already exists, Metalogix Backup for SharePoint prompts you to overwrite the existing object or skip it.

If an object that you restore has the same name as an object that already exists, but is a different object type, Metalogix Backup for SharePoint does not restore the object.

Metalogix Backup for SharePoint never automatically overwrites objects during an out-of-place restore. No objects with the same name can exist at the same place in the hierarchy. For example, If you back up List1 under Web site A, and Web site B already has a List1, you cannot restore the backed-up List1 under Web site B.

The restored objects have all of the applicable permissions that were defined when the objects were backed-up. The out-of-place restore option lets you copy and move SharePoint objects and their child objects.

Local

Creates a hierarchy of folders in a location accessible to the computer that hosts the Management Console, then copies the backed-up SharePoint files and folders to that location.

Each restored file or folder inherits the permissions of the local folder. The local restore option lets you retrieve a local copy of the file. You can use this option to quickly retrieve a copy of a backed-up file and verify that you selected the correct version of the file. Metalogix Backup for SharePoint lets users perform local restores to their computer.

What permissions are required to restore SharePoint objects?

Metalogix Backup for SharePoint uses the permissions of the logged in user on the computer where the Management Console is installed. When you restore a site collection, Web site, or SharePoint item, Metalogix Backup for SharePoint takes into account both the current permissions that the user has and the permissions the user had when the backup was created.

The user must have appropriate permissions assigned both when the backup was created, and in the present. In the present, the permission applies to the site collection that is the target for the restore. The user must have one of the following permissions assigned, otherwise if the user did not have sufficient permissions when the objects were backed-up, Metalogix Backup for SharePoint displays the site collections and Web sites in the backup set as disabled.

Site Collection Administrator
Users with the Site Collection Administrator role can restore SharePoint items to any site or site collection where they are the administrator.

Web Application Policy - Full Control
A user who has full control as a result of a Web application policy can restore SharePoint items to any site or site collection in a Web application where they are granted full control.

SharePoint Farm Administrator
A SharePoint Farm Administrator can restore SharePoint items to any site or site collection in a SharePoint farm, including MySites for all users.

Searching for a backed-up SharePoint object

Metalogix Backup for SharePoint includes a powerful search engine to help you to locate objects in specific granular backup sets, mounted or linked content database. You can search for the following types of objects by name:

·Files

·Folders

·Libraries

·Lists

·List items

In addition, you can search for tasks by name. You cannot search the contents of a task by name.

How do I change the number of results per backup set that appear?

By default, search results include only the first 100 results per backup set. Use the Metalogix Backup for SharePoint Management Consoleto change this setting and display between 20 and 999 results per backup set.

To change the number of results that appear per backup set.

1.In the Management Console, do one of the following:

oClick the name of the farm whose Management Service preferences you want to set, then click Tools > Preferences.
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 then click Management Console.
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oIn the left pane, click Configuration, then click the name of the farm whose Management Service preferences you want to set,
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then click Management Console in the top right pane.
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2.In the dialog box, in the Search Limits area, enter a value between 20 and 999.
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3.Click OK to close the dialog box and save the changes you made to the Management Console preferences.

How does Metalogix Backup for SharePoint match file names when searching?

When you specify an object name, Metalogix Backup for SharePoint searches for that name starting at the beginning of the names of the backed-up objects. The value you specify must be at the beginning of the object name, or there must be a space or separator, such as an underscore or period, in the name before the value you specified.

You can also specify a wild card character (? or *) in the middle of the search value. The question mark (?) matches a single character. The asterisk (*) matches one or more characters.

If You Specify

Matches

Does Not Match

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Defaul?Temp

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Restoring a backed-up SharePoint object

The Metalogix Backup for SharePoint Management Console allows you to restore:

·List items and documents

·Folders

·Lists and Libraries

·Sites or Web Sites

·Site Collections

When you perform a restore, you can choose where to restore the backed-up objects. You can restore:

·By replacing existing objects

·In a new SharePoint location

·To a local copy on a computer

What should I consider when I restore SharePoint objects?

Consider the following questions before attempting to restore any SharePoint objects:

·Which objects do you want to restore?

·Where do you want to restore the objects?

·What are the expected results?

Restoring backed-up SharePoint objects can only be done on the same version of SharePoint from which the Backup was taken. For more information about these considerations, the permissions required to restore SharePoint objects, and the overall restore process, see Understanding the granular restore process.

Why are some SharePoint objects disabled in the Management Console?

The Management Console disables or hides some objects when you do not have the appropriate permissions for those objects. In addition, some objects are disabled or hidden if the backup is archived or moved to another location. If the backup set is archived or moved, you may be able to view the backup set in a list, but you cannot view the objects in the backup set.

If you return the archived backup set to its original backup set storage location, you can view the objects in the backup set. For more information about the permissions required to back up SharePoint objects, see Understanding the granular restore process. For more information about archived backup sets, see Managing Backup Set disk space.

How do I restore a backed-up object?

Use the Metalogix Backup for SharePoint Management Console to restore a backed-up object.

To restore a backed-up object

1.In the Management Console, select Granular Restore from the bottom left panel.
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2.Do one of the following in order to begin restoring:

oSelect a farm in the left pane and then select Mounted Databases in the left pane.
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In the top right hand ribbon click the Restore tab.
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oIn the top menu panel click Go and then Restore.
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3.In the ribbon, in the Restore Type area, select the type of restore to perform.
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You can choose one of the following types:

oIn-place. The restored content is returned to the same place in the SharePoint farm in which it originated.
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oOut-of-place. The restored content is stored in a new location that you specify in your SharePoint farm.
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oLocal. The restored content is stored in a location accessible from the computer that hosts the Management Console.
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4.In the Backup Sets field, click the backup set that you want to restore from.
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5.In the Backup Content area, select the check boxes for the content to restore.
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6.In the ribbon, in the Action area, click one of the following:

oTo restore all content, overwriting any existing objects and their properties, click Restore.
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oTo preview a document before restoring it, click Download Document or right-click the document and click Download Document from the context menu.
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7.If you clicked Download Document, review the document in the application that opens. If you clicked Restore use the wizard to complete the restore.
 

To use the Restore wizard

Each one of the restore-able elements has its corresponding properties that can be configured in the restore wizard.

For all the objects of a type container (Site collections, Web Sites, Lists or Libraries and Folders) the restore wizard steps are configured to allow the end user to configure the properties of the child items for each type of container.

Click on the following to see the steps for using the restore wizard for each of the restore-able object types:

·List items and documents

·Folders

·Lists and Libraries

·Sites or Web Sites

·Site Collections

List Items and Documents

Each one of the restore-able elements has its corresponding properties that can be configured in the restore wizard.

For all the objects of a type container (Site collections, Web Sites, Lists or Libraries and Folders) the restore wizard steps are configured to allow the end user to configure the properties of the child items for each type of container.

Click on the following to see the steps for using the restore wizard for each of the restore-able object types:

·List items and documents

·Folders

·Lists and Libraries

·Sites or Web Sites

·Site Collections

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