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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

Scheduling Backup Jobs

There are two alternative methods to schedule Backup jobs:

1.The application allows users to create scripts and then run them from a command line, PowerShell, or load them into Windows Task Scheduler.  You can learn more about this feature here.

2.Alternatively the application has an integrated User Interface that allows users to schedule and control their backup jobs.  You can learn more about this feature here.

How to Schedule Full Backups for SharePoint

Metalogix Backup is a client side application that connects to a SharePoint site or site collection, OneDrive for Business site(s), and Exchange Online Mailboxes and allows the objects contained within to be backed up to a network file share or cloud storage account and then restored back to its original location when needed. Full and incremental backups can be scheduled so they are executed based on a predefined recurrence pattern. Metalogix Backup integrates seamlessly with Windows Task Scheduler (version 2) to trigger the backup operations, however, any scheduling application can be used.
 

We recommend that the User that will be running the Backup is a Local Administrator of the machine.  We also recommend that the machine is set to not restart with Updates or go into Sleep Mode.

1.Go to the Backup Tab in the Metalogix Essentials for Office 365 solution.

2.In the Ribbon you will select "To Local Storage" or "To Cloud Storage", and the Wizard will open to begin the Backup process.
Backup-FullBackup-01-SelectLocation

3.Proceed with the configuration specific to the service you wish to backup.

·SharePoint Online Site Backup

·OneDrive for Business Documents Backup

·Exchange Online Mailbox Backup

·OneDrive for Business Backup

4.Select Schedule to use Task Scheduler to schedule your first backup.  

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NOTE: the first, initial backup will always be a full backup and can only occur once.  After this backup has completed, then you can use the Update Backup option to run or schedule future backups; Full, Incremental and Differential updates.

schedule backup
 

5.Because this is the initial backup for this object, it can only select "One time only" as your option on how often to perform this task. Under advanced settings you can choose to "repeat task every" and then specify the time frame (the time frame options will perform the scheduled task more often than daily with 10 hours as the largest time increment that can be selected). Click Next to proceed.
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6.Enter the Start Time and Start Date for when you would like the Scheduled Backup to begin. Click Next.
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7.Click Finish to create the Backup job. You may be asked for your windows credentials, enter them and click Ok.
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If the backup job is failing to start at the scheduled day and time, please try the following configuration.

1.In Windows Task Scheduler, right click on the Backup Job and choose Properties.
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2.Uncheck the box for ‘Do not store password’ and Check the box for ‘Run with highest privileges’.  

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NOTE: Only use the "Run with highest privileges" option if you are using a username that is anything other than a Local Administrator. i.e. Domain Admins and Domain Users.

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3.After clicking OK you will be prompted for the password of the Admin account you created the backup with and click Ok.  

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NOTE: The username and password will be a Domain or Local Username and Password that you are logged into the machine as.  This will not be an O365 email and password even if that is what you are backing up.

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How to Schedule Incremental Backups for SharePoint

Follow these steps to schedule incremental backups for SharePoint:

1.Go to the Backup tab in the Metalogix Essentials.
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2.Select the Backup Project in the Backup Navigator, right click and choose Update.
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3.Select the type of update you wish to schedule (Full, Incremental or Differential) and then select Schedule this will open the scheduled task window.
Update backup1

4.In the Scheduled Task window, enter a title for the Update Job and select when you would like the it to run. Under advanced settings you can choose to "repeat task every" and then specify the time frame (the time frame options will perform the scheduled task more often than daily with 10 hours as the largest time increment that can be selected). Click Next to proceed.
Note:  

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NOTE: Be cautious to not have the Updates overlap each other or a Full Backup.

 
Update backup2

5.Set the start time and start date for the update job and click Next.
Update backup3

6.On the summary page review the details of your update job and click Finish to create the Backup job. You may be asked for your windows credentials, enter them and click Ok.
schedule backup4
 

If the backup job is failing to start at the scheduled day and time, please try the following configuration.

1.In Windows Task Scheduler, right click on the Backup Job and choose Properties.
schedule backup5

2.Uncheck the box for ‘Do not store password’ and Check the box for ‘Run with highest privileges’.  

info

NOTE: Be cautious to not have the Updates overlap each other or a Full Backup.

schedule backup6

3.After clicking OK you will be prompted for the password of the Admin account you created the backup with and click Ok.  

info

NOTE: The username and password will be a Domain or Local Username and Password that you are logged into the machine as.  This will not be an O365 email and password even if that is what you are backing up.

schedule backup7

Using Scripts and Integration with Windows Task Scheduler_2

As with many of Metalogix Essentials operations, users may generate a command line script by pressing the Generate Script button (refer to Scripting Reference Guide for additional information).  For repetitive operations like backups, the application has been integrated with Windows Task Scheduler (WTS).  WTS allows users to run jobs on a schedule, in the background, even if no user is currently logged into the computer.  

Once a script is executed, the history will be available in the log viewer.  Unless specified in the script all history files will have auto-generated file names as a unique string of numbers. The path to all log files is: C:\Users\[UserName]\Essentials\.metadata\appLog.

To create a new script and load it into Windows Task Scheduler:

1.Press the Generate Script button within any of the Essentials wizards.
Using scripts1

2.The Command Line Script window will open, displaying the script for that wizard action. Press Copy to Clipboard.
using scripts2

3.Open Windows Task Scheduler and select the Create Basic Task option in the Actions panel.
using scripts3

4.Give your task a name and a description, click Next.
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5.Select when you would like the task to start, click Next.
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6.Set a start date and time, and how many days you would like the task to continue for. Click Next.
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7.Leave the Action selection as "start program" and click Next.
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8.In the Program/Script field, paste the script you copied to the clipboard in step 2. Click Next.
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9.On the summary page, click Finish.

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