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Metalogix Essentials for Office 365 2.2.3 - User Guide

Metalogix Essentials for Office 365 User Guide
Administrator Architect Backup
Interface Overview Common Functions
Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper Backup Creating a Full Backup Creating an Update Backup Creating an Exchange Online Mailbox Backup Creating an Office 365 Group Backup Creating a OneDrive for Business Backup Backup Resume Backup Search Restore from Backup Scheduling Backup Jobs Import/Export Backup Archives Moving the Backup Location Backup Project Conversion
Drives
Interface Overview Common Functions
Connecting to Drives Copy Google Drives to OneDrive for Business Copy Google Drive to an Office 365 Group Copy Google Drive to Microsoft Teams Copy File Shares to OneDrive for Business Copy File Shares to SharePoint Online Copy File Shares to an Office 365 Group Copy File Share to Microsoft Teams Copy My Sites to OneDrive for Business Copy OneDrive for Business to OneDrive for Business Copy Box to OneDrive for Business Copy Box to SharePoint Online Copy Box to an Office 365 Group Copy Box to Microsoft Teams Copy Dropbox Business to OneDrive for Business Copy Dropbox to an Office 365 Group Copy Dropbox to Microsoft Teams OneDrive Management Progress Tab Hyper Migration Path Length Overflow
File Manager Informant Migrator
Interface Common Functions
Connect to SharePoint and OneDrive for Business Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts Pre-Migration Analysis Azure Turbo Mode In-Place Tagging of SharePoint Items Incremental Copy Nintex Workflow Migration Orphaned Users Copy Preserving Content Authorship and Approve/Reject Statuses Reprocess Failed Items Save Site to XML Using Scripts and Integration With Windows Task Scheduler
Profile and Global Variables Public Folders for SharePoint Reporting and Re-Mapping Users and Templates Security Manager Term Store Manager Scripts Wizards Appendix

Creating a Full Backup

The following is an overview on how to create a Full  Backup.

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NOTE:

·It is recommended that the Metalogix application is installed under an account that has Local Administrator rights.

·It is recommended that the computer hosting the Metalogix application is not configured to Restart with Updates or go into Sleep Mode. Both options may interrupt running backups.

·As with any Backup solution, it is strongly recommended that you thoroughly test the solution in a non-production environment prior to running any operations against your production data. Make note of all backed up and restores objects, their behavior, the process itself, scheduled operations as well as the results. If at any time you have additional questions about objects and functionality, please open a ticket with support for additional information.

1.Go to the Backup Tab in the Metalogix Essentials for Office 365 menu.
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2.From the Navigator pane select the Site Collection, site or sub-site that you would like to backup.  Selecting the site from the Navigator pane prior to running the backup is optional, but this process will auto-populate the URL into the configuration wizard.  Alternatively, you can skip to the next step and manually enter the SharePoint site URL into the appropriate field within the wizard.
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3.In the Ribbon select the To Local Storage or the To Cloud Storage button. The Wizard will open to begin the configuration of your backup job.

§The To Local Storage option will save the backup project to a local or shared path within your network.  Local Read/Write permissions will be required for the location selected.

§The To Cloud Storage option will save the backup project to your cloud storage account in either Amazon S3 or Azure Containers.  Your account and key will be required.  For more information about the Cloud Storage options, please see Connecting to Cloud Storage.
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4.In the backup wizard enter a name for your backup project and select which Service you wish to configure.  The following example will be using a SharePoint Online site collection for backup, however the configuration options for OneDrive for Business and Exchange Online can be found in the respective locations: Creating an Exchange Online Mailbox Backup, Creating an Office 365 Group Backup, and Creating a OneDrive for Business Backup
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5.SharePoint site backups can be configured with the following options:
 
Backup Options
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Include Sub-sites - this option will include all sub-sites (including their user created lists and content) of the parent site as defined in the project's previous Site URL field.  

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NOTE:

·Hidden lists, system lists (i.e. Galleries, Workflow History, User Information List and others not visible in the Site Contents section of SharePoint) and Apps are not included in the backup of any sites.

·The Backup operation is only designed to backup sites, user created lists, content (versions and metadata), user created custom views and SharePoint permissions (site, list and item).  All other SharePoint objects, settings and configuration are not currently supported.  Be sure to thoroughly test both the backup and restore of these objects in a non-production environment before deploying to production and contact Support with any questions or issues.

·Although aspx Pages are included in Backups, there have been occasions where web parts are missing or incorrectly assigned to the wrong zone after restore.  Please be sure to thoroughly test any business critical pages to ensure they are backed up and restored properly in a non-production environment and contact Support with any questions or issues.

 

Exclude specific Sub-sites - this option will exclude all sub-sites that are specified in the loaded CSV file.  To create this CSV file, simply enter the name of the sub-site which you wish to exclude from the backup, click the Load button and then select this file.
 
Include Permissions - this option will include SharePoint site, list, and item level permissions from each uniquely permissioned object.
 
Include List Views - this option will include any custom create list views.  

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NOTE: this does not include customized InfoPath Forms or views that were modified using SharePoint Designer.

Include Versions - this option will allow you to specify how many versions of each item to include with the backup.  If left unchecked, no versions will be included, if "Include All Versions" is selected then all versions will be included. If "Include Most recent versions" is selected then only the number of versions specified will be included, starting with the most recent and working backwards (major and minor versions are included).
 
Apply Filter - this option will allow you to customize a filter to include/exclude content based on metadata.
 
Smart Backup - This functionality is only available for Hyper Backups, which can only be performed for OneDrive and SharePoint sites. This feature aids users in saving space on storage. It uses the MD5 algorithm to scan backup files and excludes duplicates.  The MD5 message-digest algorithm is used as a checksum to verify data integrity. If the checksum for files is the same, Essentials will save only one file instead of storing two equal files. Click here for more information on Smart Backups.
 
Retention Policy
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Keep Full Backups - if configured, this will specify how long the software will retain any Full backups that were created in this project.  The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.
 
Keep Incremental Backups - if configured, this will specify how long the software will retain any Incremental or Differential backups that were created in this project.  The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.

 
Save Backup to Location
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Save to - this option will determine if the backup project is stored on your local storage (local or network path) or within your cloud storage provider (Amazon S3 or Azure)
 
Location - this field will display the full path to the location where the backups will be stored.  Click the Ellipsis button to the right to configure this location.

6.Press Finish to start the Backup.

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NOTE: Backups can be scripted or scheduled. Please refer to the scheduling or scripting sections for additional information.

Smart Backup

Smart Backup is an option available in the Backup Properties section of the Backup Wizard.

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The smart backup functionality in Hyper Backup will help you to save space on storage. It uses the MD5 algorithm to scan backup files and excludes duplicates.  The MD5 message-digest algorithm is a widely used hash function producing a 128-bit hash value. Although MD5 was initially designed to be used as a cryptographic hash function, it can be used as a checksum to verify data integrity. If checksum for files is the same, Essentials tool will save only one file instead of storing two equal files.

 

Below is an example of a backup project completed with and without the smart backup functionality selected.

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Creating an Update Backup

Once a Backup exists, users can create updates by capturing a full or incremental snapshots of their SharePoint environment.  Here are the basic guidelines for this process:

1.Select an existing Backup project from the Backup Navigator panel.
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2.From the Ribbon (or right-click menu for the selected backup) select the Update Backup option.  This will generate the Update Backup Properties screen.
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3.A user may select one of several options for the update:
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Full Update - this will create a full snapshot of your currently configured backup project.

Incremental Backup - this will capture only the changes in your backup project since the last update, regardless if that update was Full or Incremental.  In this scenario a user could create a series of Backups containing data changes for a specific time period.

Differential Backup - this will capture all the changes in your backup project since the last full Backup, even if other incremental Backups have been created in the interim.

4.Press Finish to update the Backup now or choose the Schedule button to configure a Windows Task Scheduler task to schedule the update backup (See the Scheduling Backup Jobs section for more information).

Creating an Exchange Online Mailbox Backup

Metalogix Backup supports the ability to create a backup of any single user's Exchange Online Mailbox or all users' Exchange Online Mailboxes across your Office 365 tenant (when licensed).
 

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NOTE: Mailbox Backup is Disabled by default, please see the Enabling Mailbox Backup section for instructions on how to enable this feature.

 
To create a backup for all or several user Exchange Online Mailboxes in your Office 365 tenant:

1.Press the "To Local Storage" or the "To Cloud Storage" button located in the ribbon. This will generate the Backup Properties screen.
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2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.
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3.Under the Connection section of the wizard, select "Office 365 Mailboxes" as your Service type.
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4.Enter your Global Administrator username and click the Connect button.
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5.When prompted enter your Global Administrator password and click Connect.

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NOTE: To backup all users' Exchange Online mailboxes you will need to enter your Office 365 Global Administrator login and password.  Please note that this Admin user account must have an Exchange Online license assigned to it in order to be successful.

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NOTE: Claims based and multi-factor authentication is not supported for Exchange Online connections.

6.You can choose to "Include all Office 365 Mailboxes", which will create a backup of all Office 365 Mailboxes, or you can select to specify which Office 365 Mailboxes you wish to backup by either loading a list from a CSV file (by clicking Load from CSV), or selecting from a list provided by clicking Select from Office 365.
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7.Choose your desired Backup, Retention, and Location options  (Note: a location must be specified in order to continue) and click Finish to begin. For more information about the Backup and Retention options available see the Creating a Full Backup section, for information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.
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To create a backup for a single user's Exchange Online Mailboxes in your Office 365 tenant:

1.Press the "To Local Storage" or the "To Cloud Storage" button located in the ribbon. This will generate the Backup Properties screen.
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2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.
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3.Under the Connection section of the wizard, select "Office 365 Mailbox" as your Service type.
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4.Next, enter the email address of the mailbox you wish to backup.
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NOTE: To backup another user's mailbox, you will need explicit permissions to their mailbox or use an Office 365 Global Admin login when prompted.  Please note that this Admin user account must have an Exchange Online license assigned to it in order to be successful.

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NOTE: Claims based and multi-factor authentication is not supported for Exchange Online connections.

5.Choose your desired Backup, Retention, and Location options  (Note: a location must be specified in order to continue) and click Finish to begin. For more information about the Backup and Retention options available see the Creating a Full Backup section, for information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.
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