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Metalogix Essentials for Office 365 2.4 - Creating a Backup

Creating a Backup


Metalogix Essentials for Office 365 allow users to create backup snapshots of the content stored in their Office 365 tenants, specifically SharePoint Online Sites, Exchange Online Mailboxes and OneDrive for Business Sites.  

This goal of this documents is to provide a basic procedure to become familiar with how to setup, schedule and execute a backup.  

The following should be considered as guidance to become acquainted with the software.  For information about specific features of the software, please refer to the User Guide found in the software’s Help menu or visit the following link and select the User Guide:

The Basics and Planning

Let’s begin with the basics.  The Essentials for Office 365 solution should be installed in a location where computer resources are abundant and you have full local admin permissions to install, configure, schedule and execute operations.  If you are planning to store your backups on a local or network file share be sure to have both read and write permissions to this location and if you are choosing the cloud option, make sure to have full read and write permissions to your Azure or Amazon storage account.  And of course, you will need the appropriate permissions in Office 365 to be able to connect, backup and restore to the various services.  To keep permissions simple, please have the following:

For SharePoint Online, you will need to have Site Collection Administrator permissions for every site or site collection you wish to backup

For OneDrive for Business, you will need to have Global Administrator to your tenant        For Exchange Online, you will need to have Global Administrator to your tenant.

When it comes to planning, you will need to decide what is mission or business critical and therefore needs to be backed up.  I know the easy method is to select the Include All option, but with that comes caveats.  Most apparent is that the more you include the longer the back will take to complete and the more storage space it will consume, so before you click that option decide if it is business critical to use this option.  Content from Office 365 takes time to extract and the more backups that are running concurrently the resource consumption that will take place.


NOTE: If you have not already, please consider reading the Essentials for Office 365 Performance Optimization Guide for a deeper understanding of resource consumption and optimal configuration of the solution.

As a simple example, imagine you want to create an OneDrive for Business backup for 500 users and each user has an average of 25GB of content in their Documents library.  That means you are creating a backup project that will initially contain over 12.5TB (terabytes) of content.  Extracting or downloading that amount of content from Office 365 or any online location will take a considerable amount of time, not measured in hours or days, but rather in weeks.  Please plan accordingly based on what is considered mission or business critical content.

Backup Structure

Backup projects in Essentials for Office 365 can be classified into two areas, new and update backups.  New backups create the initial project and the first backup (first backup is always a Full backup) and updates are performed against existing projects and can be configured as Incremental, Differential or Full backups.

You are given the choice to store your backups in either a Cloud or Local location, regardless of your choice, the backup structure will be the same.  Now let’s examine these in a little more detail before we create our first backup project.

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