Chat now with support
Chat with Support

Metalogix Essentials for Office 365 2.7 - Performance Optimization Guide

New SharePoint Online Backup

To create your first SharePoint Online backup, please follow these steps.

1.Start the Essentials for Office 365 solution and accept and install any software updates that are available.  Running the most recent version is ideal since we do release new features and optimizations to the backup software on a regular basis.

2.Either choose the Backup option on the left side of the Welcome Page and click on the Backup tab above the application’s ribbon.

3.Your first decision, do you want to create a backup that will be stored locally (local or network file storage) or one that will be stored in your Cloud provider (Azure or Amazon).  Depending on your requirement, select the appropriate option in the Backup ribbon, either ‘To Local Storage’ or ‘To Cloud Storage’.METALO~1_img5
Choose either To Local or To Cloud Storage located in the Backup ribbon

4.A new dialog box will now appear that will step you through the process of configuring your backup.

a.Project Name – Enter a unique name that will then appear in the Backup Navigator

b.Service – Choose ‘SharePoint Site’

c.Source URL – Enter the URL to the SharePoint Online Site that you wish to backup.  For example, or

d.Configuration:  Backup Options – Choose the options that you wish to configure for this backup project.  For details about the options, please refer to the User Manual located in the Help tab.  Please note that the more options selected, the more processing, storage and time that will be required to complete the backup operation.

e.Configuration:  Retention Policy – Choose to specify a retention policy in days for the Full or Update backups.  If you do not want to apply a retention policy, leave both options unchecked.

f.Configuration:  Save to Location – This determines where the backup project will be stored.  If you chose Local in step 1 that will be the default configuration or if you chose Cloud in step 1 then that will be the default, however you may change the selection now if you wish.  For the Location field, click the ellipsis (…) button to the right to select the actual path that will be used for storage.

5.Once you are satisfied with your configuration, click Finish to begin.  If you have not already entered your credentials, you will be prompted to do so now.  Make sure to provide a username and password that has at least Full Control to this site, Site Collection Administrator is preferred.  

Once the credentials have been verified, the backup process will begin shortly.


NOTE: This first backup will be a Full, so depending on the amount of content contained and the number of objects configured, this initial operation may take hours, days or even weeks to complete and can consume many GBs or more of storage space.

SharePoint Online backup configuration

6.When the first backup is complete, you will either receive a message in the user interface or if configured, an email will be sent to let you know the backup is complete.  Your project will now appear in the backup navigator.  The structure in the Backup Navigator will be in the following format:

oBackup Project Name

§Timestamp of the backup operation (backup type: Full, Incremental, Differential)

·SharePoint Site Name


§{Lists and Libraries that were backed up} o Subsites

§Subsite Site Name (if any)

SharePoint Online Backup Project structure


Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating