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Metalogix Essentials for Office 365 2.4 - 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

Change Properties for Backup

Users can change the properties for their backups after the backups have been configured. To do so simply right click on the backup you wish to update, and select Change Backup Properties.

change backup properties 1

This opens up the Change Properties for Backup window.

change backup properties 2

List Copy Options

Backup content with:

Include Permissions - this option will include SharePoint site, list, and item level permissions from each uniquely permissioned object.

Include Versions - this option will allow you to specify how many versions of each item to include with the backup.  If left unchecked, no versions will be included, if "Include All Versions" is selected then all versions will be included. If "Include Most recent versions" is selected then only the number of versions specified will be included, starting with the most recent and working backwards (major and minor versions are included).

Advanced Options

Apply Filter - this option will allow you to customize a filter to include/exclude content based on metadata.
 
Smart Backup - This functionality is only available for Hyper Backups, which can only be performed for OneDrive and SharePoint sites. This feature aids users in saving space on storage. It uses the MD5 algorithm to scan backup files and excludes duplicates.  The MD5 message-digest algorithm is used as a checksum to verify data integrity. If the checksum for files is the same, Essentials will save only one file instead of storing two equal files. Click here for more information on Smart Backups.

 

Admin Management

Users can change the Administrative accounts associated with a backup. This option is available from the right click menu.

Admin Managemnet 1

Once the Authentication and Admin Pooling window opens, you can choose to remove a current admin by selecting the ( - ) beside the admin name, or choose to add additional administrators by selecting < enter username >.
Admin Managemnet 2

If you choose to enter a new user, you will be asked for the username and a password.

Advanced Search

End users can perform an advanced search within their hyper backup of SharePoint and One Drive projects stored on File Shares, Network Drives, Azure, and AWS S3.

The advanced search option is available for single snapshots and entire backup projects.

 

1.You can access the advanced search by right clicking on the hyper backup project and selecting Advanced Search.
hyperbackup advanced search 1

2.This will open the Advanced Search window, which will allow you to enter your specific search criteria, click Search to complete the search.
hyperbackup advanced search 2

A fast search option is also available when you select a hyper backup snapshot that has the search option available. This option searches for file names with the "contains" condition.

hyperbackup advanced search 3

When the search has completed, a Search Tab appears with the search results.
hyperbackup advanced search 4

 

 

 

Creating a Full Backup

The following is an overview on how to create a Full  Backup.

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NOTE:

·It is recommended that the Metalogix application is installed under an account that has Local Administrator rights.

·It is recommended that the computer hosting the Metalogix application is not configured to Restart with Updates or go into Sleep Mode. Both options may interrupt running backups.

·As with any Backup solution, it is strongly recommended that you thoroughly test the solution in a non-production environment prior to running any operations against your production data. Make note of all backed up and restores objects, their behavior, the process itself, scheduled operations as well as the results. If at any time you have additional questions about objects and functionality, please open a ticket with support for additional information.

1.Go to the Backup Tab in the Metalogix Essentials for Office 365 menu.
creating full backup

2.From the Navigator pane select the Site Collection, site or sub-site that you would like to backup.  Selecting the site from the Navigator pane prior to running the backup is optional, but this process will auto-populate the URL into the configuration wizard.  Alternatively, you can skip to the next step and manually enter the SharePoint site URL into the appropriate field within the wizard.
creating full backup2

3.In the Ribbon select the To Local Storage or the To Cloud Storage button. The Wizard will open to begin the configuration of your backup job.

§The To Local Storage option will save the backup project to a local or shared path within your network.  Local Read/Write permissions will be required for the location selected.

§The To Cloud Storage option will save the backup project to your cloud storage account in either Amazon S3 or Azure Containers.  Your account and key will be required.  For more information about the Cloud Storage options, please see Connecting to Cloud Storage.
creating full backup3

4.In the backup wizard enter a name for your backup project and select which Service you wish to configure.  The following example will be using a SharePoint Online site collection for backup, however the configuration options for OneDrive for Business and Exchange Online can be found in the respective locations: Creating an Exchange Online Mailbox Backup, Creating an Office 365 Group Backup, and Creating a OneDrive for Business Backup
creating full backup4

5.SharePoint site backups can be configured with the following options:
 
Backup Options
hyper backup 8.5
Include Sub-sites - this option will include all sub-sites (including their user created lists and content) of the parent site as defined in the project's previous Site URL field.  

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NOTE:

·Hidden lists, system lists (i.e. Galleries, Workflow History, User Information List and others not visible in the Site Contents section of SharePoint) and Apps are not included in the backup of any sites.

·The Backup operation is only designed to backup sites, user created lists, content (versions and metadata), user created custom views and SharePoint permissions (site, list and item).  All other SharePoint objects, settings and configuration are not currently supported.  Be sure to thoroughly test both the backup and restore of these objects in a non-production environment before deploying to production and contact Support with any questions or issues.

·Although aspx Pages are included in Backups, there have been occasions where web parts are missing or incorrectly assigned to the wrong zone after restore.  Please be sure to thoroughly test any business critical pages to ensure they are backed up and restored properly in a non-production environment and contact Support with any questions or issues.

 

Exclude specific Sub-sites - this option will exclude all sub-sites that are specified in the loaded CSV file.  To create this CSV file, simply enter the name of the sub-site which you wish to exclude from the backup, click the Load button and then select this file.
 
Include Permissions - this option will include SharePoint site, list, and item level permissions from each uniquely permissioned object.
 
Include List Views - this option will include any custom create list views.  

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NOTE: this does not include customized InfoPath Forms or views that were modified using SharePoint Designer.

Include Versions - this option will allow you to specify how many versions of each item to include with the backup.  If left unchecked, no versions will be included, if "Include All Versions" is selected then all versions will be included. If "Include Most recent versions" is selected then only the number of versions specified will be included, starting with the most recent and working backwards (major and minor versions are included).
 
Apply Filter - this option will allow you to customize a filter to include/exclude content based on metadata.
 
Smart Backup - This functionality is only available for Hyper Backups, which can only be performed for OneDrive and SharePoint sites. This feature aids users in saving space on storage. It uses the MD5 algorithm to scan backup files and excludes duplicates.  The MD5 message-digest algorithm is used as a checksum to verify data integrity. If the checksum for files is the same, Essentials will save only one file instead of storing two equal files. Click here for more information on Smart Backups.
 
Retention Policy
creating full backup6
Keep Full Backups - if configured, this will specify how long the software will retain any Full backups that were created in this project.  The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.
 
Keep Incremental Backups - if configured, this will specify how long the software will retain any Incremental or Differential backups that were created in this project.  The retention purge will occur at the start of the next run or scheduled backup update for each project which contains a configured retention policy.

 
Save Backup to Location
creating full backup7
Save to - this option will determine if the backup project is stored on your local storage (local or network path) or within your cloud storage provider (Amazon S3 or Azure)
 
Location - this field will display the full path to the location where the backups will be stored.  Click the Ellipsis button to the right to configure this location.

6.Press Finish to start the Backup.

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NOTE: Backups can be scripted or scheduled. Please refer to the scheduling or scripting sections for additional information.

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