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Metalogix Essentials for Office 365 2.3 - Advanced Installation Guide

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.
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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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