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Metalogix Essentials for Office 365 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 Global and SharePoint Administrators 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 Retention Policies Import/Export Backup Archives Moving the Backup Location Backup Project Conversion
Drives
Interface Overview Common Functions
Connecting to Drives Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox OneDrive Management Progress Tab Hyper Migration Path Length Overflow
File Manager Informant Migrator
Interface Common Functions
Connect to SharePoint and OneDrive for Business Global and SharePoint Administrators Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts Pre-Migration Report Azure Turbo Mode In-Place Tagging of SharePoint Items Incremental Copy Nintex Workflow Migration Orphaned Users Copy Preserving Content Authorship and Approve/Reject Statuses 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 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.
Online Mailbox Backup1

2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.
Online Mailbox Backup2

3.Under the Connection section of the wizard, select "Office 365 Mailboxes" as your Service type.
online mailbox backup7

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.
online mailbox backup9 

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.
online mailbox backup11

 

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.
Online Mailbox Backup1

2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.
Online Mailbox Backup2

3.Under the Connection section of the wizard, select "Office 365 Mailbox" as your Service type.
online mailbox backup12

4.Next, enter the email address of the mailbox you wish to backup.
online mailbox backup13
 

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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.
online mailbox backup11

Include Only Backup Filter

When configuring the initial backup job, you may choose to apply an Inclusion filter against the content within the selected mailbox folders.  This filter is based on the modification date of each item within the mailboxes and is designed to Include the content within the specified time period (by Date or by Range), not Exclude.

Please review the following scenarios to determine which setting is best for your backup needs.  Please note that the initial filter configuration will impact how Updates (Full, Incremental, and Differential) are performed, so choose wisely.

Each configuration includes a chart displaying what will be included (green bar) versus what will be excluded (red bar).  The bar on the bottom represents the initial Full backup and each above it represents the updates that can be performed.

Include only those items More Recent than Date: MM/DD/YYYY

When this filter is chosen, the backup will only include items that were modified after the date specified and never items from before the date.
EXO-IncludeFilter-MoreRecent-Date

Include only those items More recent than Range: n Days/Weeks/Months/Years

When this filter is chosen, the backup will only include items that were modified within the specified time range from the start of the backup operation ([Today]) going back by the amount of time defined (for example, as configured with 45 days the Full backup will only include 45 days worth of items, from "Today" going back).
EXO-IncludeFilter-MoreRecent-Range

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