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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

Restore a Site from Specific Backup

The following are instructions for restoring a SharePoint site (in-place restore only) from a specific backup:

1.Navigate to the backup and select a site to restore.

2.You can access the Restore wizard by either right-clicking on the selected site or list and selecting the "Restore" option.
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Or you can access the Restore Wizard by selecting "To Original Location" in the Restore section of the Ribbon.
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3.When prompted, select "yes" that you do want to restore the backup to its original location. Then select whether you would like to send notification.

4.The Copy Site Properties wizard will now be generated.

5.In the wizard you can choose to create a new Profile or use the Site-Default profile.
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6.You can choose from the following configuration options:

Site Collection options  
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NOTE:

·Site Collection options would be available only if site collection does not exist. Otherwise this section would not be available.

·Enter new site collection URL is not supported.

Tenant Central Admin URL – enter the Admin Portal URL for Office 365 where site collection must be restored

Site Collection Admin- enter user name (user@contoso.com) who would be site collection admin for restored site collection

Site Collection Quota - enter quota for restored site collection.

 

Site Copy Options
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Include Sub-Sites - Enable this option to include all sub-sites of the current site in this operation.
Include Site Permissions - This option will copy source site permissions to the target site. If the source site permissions are inherited, then the target site permissions will also be set to inherited. If the source site permissions are unique, these unique permissions will be copied to the target site.
 
List Copy Options
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NOTE: Restore would be with all lists, list settings, content types, columns and content

Include Permissions - copy the permissions associated with the content within this list/library

Include Versions - copy the version of the content included within the list/library. You can specify if you would like to include all versions of the content, or whether you would like to include the most recent number of specified versions of the content.

Include List Permissions - select this option to copy the site permissions.

Include List Views - select this option if you would like to copy the number of views of the site.

Advanced Options
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Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.

Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration.

The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time.

To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modified.

To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

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NOTE: The Overwrite if File Exists parameter will be disabled if this option is selected.

Enable Azure Turbo Mode - When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Access Key. If you cannot supply this information, please search our online Knowledge Base, User Manual, or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.
 
Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.
 

7.Once you have configured all your settings, click Finish.

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NOTE: By default the restore process will put all the content, metadata, site/list structure, permissions and other supported objects back into the original backup location.

Restoring a List/Library from a Specific Backup

The following are instructions for restoring a SharePoint List/Library (in-place restore only) from a specific backup:

1.Navigate to the backup and select a list or library to restore.

2.You can access the Restore wizard by either right-clicking on the selected site or list and selecting the "Restore" option
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Or you can access the Restore Wizard by selecting "To Original Location" in the Restore section of the Ribbon.
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3.When prompted, select "yes" that you do want to restore the backup to its original location. Then select whether you would like to send notification.

4.The Copy List/Library wizard will now be generated.

5.In the wizard you can choose to provide the List/Library with a new name, or leave it with its original name. You can also choose to create a new Profile or use the Site-Default profile.
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6.You can choose from the following configuration options:
List Copy Options
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Include Permissions - Select this option to copy the content permissions of the content within the list/library.
 
Include Versions - copy the version of the content included within the list/library. You can specify if you would like to include all versions of the content, or whether you would like to include the most recent number of specified versions of the content.

Include List Permissions - select this option to copy the list/library permissions.

Include List Views - select this option if you would like to copy the number views of the list/library.

Advanced Options
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Overwrite if file exists - In a version library, selecting the "Overwrite if File Exists" option does not overwrite the files already in SharePoint. SharePoint will append these to the list as new versions.

Incremental Copy - Incremental or delta migrations are an important and powerful option for large or ongoing projects and migration validation. Once enabled this option will migrate new, modified or versioned content from the source to the destination, capturing changes made by users during the previous migration.
The value entered into the "Last" field will limit the amount of content examined to the time period specified, starting at present time.
 
To perform an incremental migration, enter the amount of time to include and select the appropriate time period in days, weeks or months. Incremental migration is designed to be used in scenarios where the destination is not being modifed.
To perform a delta migration, enter zero in the field and select days as the time period. Delta migration is designed to be used in scenarios where both the source and destination may be modified during the course of the migration. Please note that a delta migration compares dates between source and destination to determine which content to include, so it will take more time to process than an incremental migration.

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NOTE: The Overwrite if File Exists parameter will be disabled if this option is selected.

 Enable Azure Turbo Mode - When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Access Key. If you cannot supply this information, please search our online Knowledge Base, User Manual, or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.

Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.

7.Once you have configured all of your settings, click Finish to complete the restore.

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NOTE: By default the restore process will put all the content, metadata, site/list structure, permissions and other supported objects back into the original backup location.

Restore Specific Content

The following are instructions for restoring specific SharePoint content (in-place and out of place restore supported for SharePoint content):

1.Navigate to the backup operation that contains the content you wish to restore. Double click on the list/library where the content resides.
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2.The application will display the content in the Contents pane. Select the object(s) ​to restore.
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3.Right-click and select the "Restore" option or choose "To Original Location" button in the Restore section of the Backup Ribbon.
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4.The Restore Document Options window will pop up. Select the restore settings you would like to apply and click Finish.
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Item Copy Options
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Include Permissions - restore permissions for the specific content.
Include All Versions - include all versions  of the specific content.
Include most recent Versions - include only the most recent specified number of versions of the specific content.
 
Advanced Options
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Enable Azure Turbo Mode - When enabled, this option utilizes Microsoft's SharePoint Online Migration API to increase the migration performance and throughput. A recommendation for optimal use of this API is larger sets of data; the more content, the better the throughput. Because this API uses Azure storage as a staging area for the migration, it requires that you provide an Azure storage location. The options are to either utilize Microsoft supplied storage or to provide your own Azure storage location. If you wish to use your own Azure account, you must provide both the Azure Account Name as well as the corresponding Access Key. If you cannot supply this information, please search our online Knowledge Base, User Manual, or contact Support for additional information before proceeding or consider using the Microsoft Supplied Storage option. For more information please see the Azure Turbo Mode section.
 
Send Notifications - provide an email to which notifications will be sent regarding the progress of the Backup Restore.

7.Once you have configured all of your settings, click Finish to complete the restore.

 

 

Restoring Documents during an Item, List, or Site Operation

Documents can be restored in-place or documents can be restored out-of-place.  If a document is restored to any location where a document with the same name already exists, the restore operation will overwrite/replace the current SharePoint document.  If a document with that name does not exist, then it will be restored from the backup as a new document.

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