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Metalogix Essentials for Office 365 2.2.3 - Creating a Backup

New SharePoint Online Backup

To create your first SharePoint Online backup, please follow these steps.

1.Start the Essentials for Office 365 solution and accept and install any software updates that are available.  Running the most recent version is ideal since we do release new features and optimizations to the backup software on a regular basis.

2.Either choose the Backup option on the left side of the Welcome Page and click on the Backup tab above the application’s ribbon.

3.Your first decision, do you want to create a backup that will be stored locally (local or network file storage) or one that will be stored in your Cloud provider (Azure or Amazon).  Depending on your requirement, select the appropriate option in the Backup ribbon, either ‘To Local Storage’ or ‘To Cloud Storage’.METALO~1_img5
Choose either To Local or To Cloud Storage located in the Backup ribbon

4.A new dialog box will now appear that will step you through the process of configuring your backup.

a.Project Name – Enter a unique name that will then appear in the Backup Navigator

b.Service – Choose ‘SharePoint Site’

c.Source URL – Enter the URL to the SharePoint Online Site that you wish to backup.  For example, https://contoso.sharepoint.com/sites/marketing or https://contoso.sharepoint.com/sites/marketing/commercials

d.Configuration:  Backup Options – Choose the options that you wish to configure for this backup project.  For details about the options, please refer to the User Manual located in the Help tab.  Please note that the more options selected, the more processing, storage and time that will be required to complete the backup operation.

e.Configuration:  Retention Policy – Choose to specify a retention policy in days for the Full or Update backups.  If you do not want to apply a retention policy, leave both options unchecked.

f.Configuration:  Save to Location – This determines where the backup project will be stored.  If you chose Local in step 1 that will be the default configuration or if you chose Cloud in step 1 then that will be the default, however you may change the selection now if you wish.  For the Location field, click the ellipsis (…) button to the right to select the actual path that will be used for storage.

5.Once you are satisfied with your configuration, click Finish to begin.  If you have not already entered your credentials, you will be prompted to do so now.  Make sure to provide a username and password that has at least Full Control to this site, Site Collection Administrator is preferred.  

Once the credentials have been verified, the backup process will begin shortly.

info

NOTE: This first backup will be a Full, so depending on the amount of content contained and the number of objects configured, this initial operation may take hours, days or even weeks to complete and can consume many GBs or more of storage space.

METALO~1_img6
SharePoint Online backup configuration

6.When the first backup is complete, you will either receive a message in the user interface or if configured, an email will be sent to let you know the backup is complete.  Your project will now appear in the backup navigator.  The structure in the Backup Navigator will be in the following format:

oBackup Project Name

§Timestamp of the backup operation (backup type: Full, Incremental, Differential)

·SharePoint Site Name

oLists

§{Lists and Libraries that were backed up} o Subsites

§Subsite Site Name (if any)

METALO~1_img7
SharePoint Online Backup Project structure

 

Update an Existing SharePoint Online Backup

To create an update to an existing SharePoint Online backup project, please follow these steps.

1.Select your existing SharePoint Online backup project from the Backup Navigator, right click and choose Update or select the Update button located in the ribbon. METALO~1_img8
SharePoint Online Update Backup

2.On the Update Backup dialog, select from the available options for either a Full, Incremental or Differential update.

3.Click Finish to begin.  If you have not already entered your credentials, you will be prompted to do so now.  Make sure to provide a username and password that has at least Full Control to this site, Site Collection Administrator is preferred.  Once the credentials have been verified, the update process will begin shortly.

4.When this update is complete, you will either receive a message in the user interface or if configured, an email will be sent to let you know the backup is complete.  Your update will now appear in your Backup project as a new node that displays the time at which the update began as well as the type of update that was run.

5.Repeat this section if you wish to create additional backups of any type; full, incremental, differential.  As more updates are completed, they will all appears in chronological order (oldest at the top) within the backup project. METALO~1_img9
SharePoint Online Backup Project with Updates

OneDrive for Business Backup

OneDrive for Business backup can contain a specific list of user’s OneDrive for Business sites or it can include all currently provisioned (at the time the backup operation begins) OneDrive for Business sites.  You will be required to provide Office 365 credentials that have the Global Administrator role.

New OneDrive for Business Backup

To create your first OneDrive for Business backup, please follow these steps.

1.Start the Essentials for Office 365 solution and accept and install any software updates that are available.  Running the most recent version is ideal since we do release new features and optimizations to the backup software on a regular basis.

2.Either choose the Backup option on the left side of the Welcome Page and click on the Backup tab above the application’s ribbon.

3.Your first decision, do you want to create a backup that will be stored locally (local or network file storage) or one that will be stored in your Cloud provider (Azure or Amazon).  Depending on your requirement, select the appropriate option in the Backup ribbon, either ‘To Local Storage’ or ‘To Cloud Storage’. METALO~1_img5
Choose either To Local or To Cloud Storage located in the Backup ribbon

4.A new dialog box will now appear that will step you through the process of configuring your backup.

a.Project Name – Enter a unique name that will then appear in the Backup Navigator

b.Service – Choose ‘OneDrive for Business’

c.Login – Enter the username of your Global Administrator account and click the Connect button.  When prompted, enter the password for this account and click Connect to authenticate.  After a few seconds, a green checkbox will appear indicating that the connection was successful and you may proceed. METALO~1_img11 Global Admin Login successfully connected

d.Objects – Select either to Include All OneDrive for Business Sites (all provisioned sites at the time the backup begins) or choose to select only specific users to include using either the Load from CSV or Select from Office 365 options.

i.Load from CSV – Load a pre-created CSV file that contains a single of Office 365 user accounts that you want to include in this OneDrive for Business backup

ii.Select from Office 365 – A dialog will appear that displays all currently licensed OneDrive for Business users in your tenant.  Check the box next to each user you want to include and then save the file to specific location on this host computer.

e.Configuration:  Backup Options – Choose the options that you wish to configure for this backup project.  For details about the options, please refer to the User Manual located in the Help tab.  Please note that the more options selected, the more processing, storage and time that will be required to complete the backup operation.

f.Configuration:  Retention Policy – Choose to specify a retention policy in days for the Full or Update backups.  If you do not want to apply a retention policy, leave both options unchecked.

g.Configuration:  Save to Location – This determines where the backup project will be stored.  If you chose Local in step 1 that will be the default configuration or if you chose Cloud in step 1 then that will be the default, however you may change the selection now if you wish.  For the Location field, click the ellipsis (…) button to the right to select the actual path that will be used for storage.

5.Once you are satisfied with your configuration, click Finish to begin.  If you have not already entered your credentials, you will be prompted to do so now.  Make sure to provide a username and password that has the Global Administrator role to your Office 365 tenant.  Once the credentials have been verified, the backup process will begin shortly.

info

NOTE: This first backup will be a Full, so depending on the amount of content contained and the number of objects configured, this initial operation may take hours, days or even weeks to complete and can consume many GBs or more of storage space.

METALO~1_img12
OneDrive for Business backup configuration

6.When the first backup is complete, you will either receive a message in the user interface or if configured, an email will be sent to let you know the backup is complete.  Your project will now appear in the backup navigator.  The structure in the Backup Navigator will be in the following format:

§Backup Project Name

·Timestamp of the backup operation (backup type: Full, Incremental, Differential)

oOneDrive for Business Site Name o Lists

§{Lists and Libraries that were backed up}        

§Subsites (not supported for OneDrive for Business backups)

METALO~1_img13
OneDrive for Business Backup Project structure

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