Chat now with support
Chat with Support

Metalogix Essentials for Office 365 2.7 - User Guide

Copyright Tool Overview
General Tool Configuration Profile Manager Proxy Mode Azure Turbo and CSOM Creating User Mapping Creating User and Template Reports Support and Troubleshooting Activation Modes of Migration
Home Tab Migration Analysis Tab Migrator Tab
Interface Connect to Resources Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts In-Place Tagging of SharePoint Items Incremental and Delta Copy Forms Migration Workflow Migration Save Site to XML
File Manager Tab Drives Tab
Interface Overview Migration Job Structure Connecting to Resources Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox Nintex Deployment
Security Manager Tab Term Store Manager Tab Administrator Tab Backup Tab
Interface Overview Backup Job Structure Advanced Search Retention Policies Storage for Backup Import/Export Backup Archives Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Hyper vs Classic Backup Setup Hyper SharePoint Online Backup Hyper OneDrive Backup Hyper Office 365 Groups Backup Smart Backup Classic SharePoint Online Backup Classic OneDrive Backup Classic Office365 Groups Backup Classic Mailbox Backup Change Properties for Backup Admin Management Scheduling Backup Jobs Backup Project Conversion
Help Tab View Tab Architect Tab Public Folders for SharePoint Tab Informant Tab Scripts Appendix About

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.

Scheduling Backup Jobs

There are two alternative methods to schedule Backup jobs:

1.The application allows users to create scripts and then run them from a command line, PowerShell, or load them into Windows Task Scheduler.  You can learn more about this feature here.

2.Alternatively the application has an integrated User Interface that allows users to schedule and control their backup jobs.  You can learn more about this feature here.

How to Schedule Full Backups for SharePoint

Metalogix Backup is a client side application that connects to a SharePoint site or site collection, OneDrive for Business site(s), and Exchange Online Mailboxes and allows the objects contained within to be backed up to a network file share or cloud storage account and then restored back to its original location when needed. Full and incremental backups can be scheduled so they are run based on a predefined recurrence pattern. Metalogix Backup integrates seamlessly with Windows Task Scheduler (version 2) to trigger the backup operations, however, any scheduling application can be used.
 

We recommend that the User that will be running the Backup is a Local Administrator of the machine.  We also recommend that the machine is set to not restart with Updates or go into Sleep Mode.

1.Go to the Backup Tab in the Metalogix Essentials for Office 365 solution.

2.In the Ribbon you will select "To Local Storage" or "To Cloud Storage", and the Wizard will open to begin the Backup process.
Backup-FullBackup-01-SelectLocation

3.Proceed with the configuration specific to the service you wish to backup.

·SharePoint Online Site Backup

·OneDrive for Business Documents Backup

·Exchange Online Mailbox Backup

·OneDrive for Business Backup

4.Select Schedule to use Task Scheduler to schedule your first backup.  

info

NOTE: the first, initial backup will always be a full backup and can only occur once.  After this backup has completed, then you can use the Update Backup option to run or schedule future backups; Full, Incremental and Differential updates.

schedule backup
 

5.Because this is the initial backup for this object, it can only select "One time only" as your option on how often to perform this task. Under advanced settings you can choose to "repeat task every" and then specify the time frame (the time frame options will perform the scheduled task more often than daily with 10 hours as the largest time increment that can be selected). Click Next to proceed.
schedule backup2

6.Enter the Start Time and Start Date for when you would like the Scheduled Backup to begin. Click Next.
schedule backup3

7.Click Finish to create the Backup job. You may be asked for your windows credentials, enter them and click Ok.
schedule backup4

 

If the backup job is failing to start at the scheduled day and time, please try the following configuration.

1.In Windows Task Scheduler, right click on the Backup Job and choose Properties.
schedule backup5

2.Uncheck the box for ‘Do not store password’ and Check the box for ‘Run with highest privileges’.  

info

NOTE: Only use the "Run with highest privileges" option if you are using a username that is anything other than a Local Administrator. i.e. Domain Admins and Domain Users.

schedule backup6

3.After clicking OK you will be prompted for the password of the Admin account you created the backup with and click Ok.  

info

NOTE: The username and password will be a Domain or Local Username and Password that you are logged into the machine as.  This will not be an O365 email and password even if that is what you are backing up.

schedule backup7

How to Schedule Incremental Backups for SharePoint

Follow these steps to schedule incremental backups for SharePoint:

1.Go to the Backup tab in the Metalogix Essentials.
schedule backup8

2.Select the Backup Project in the Backup Navigator, right click and choose Update.
schedule backup9

3.Select the type of update you wish to schedule (Full, Incremental or Differential) and then select Schedule this will open the scheduled task window.
Update backup1

4.In the Scheduled Task window, enter a title for the Update Job and select when you would like the it to run. Under advanced settings you can choose to "repeat task every" and then specify the time frame (the time frame options will perform the scheduled task more often than daily with 10 hours as the largest time increment that can be selected). Click Next to proceed.
Note:  

info

NOTE: Be cautious to not have the Updates overlap each other or a Full Backup.

 
Update backup2

5.Set the start time and start date for the update job and click Next.
Update backup3

6.On the summary page review the details of your update job and click Finish to create the Backup job. You may be asked for your windows credentials, enter them and click Ok.
schedule backup4
 

If the backup job is failing to start at the scheduled day and time, please try the following configuration.

1.In Windows Task Scheduler, right click on the Backup Job and choose Properties.
schedule backup5

2.Uncheck the box for ‘Do not store password’ and Check the box for ‘Run with highest privileges’.  

info

NOTE: Be cautious to not have the Updates overlap each other or a Full Backup.

schedule backup6

3.After clicking OK you will be prompted for the password of the Admin account you created the backup with and click Ok.  

info

NOTE: The username and password will be a Domain or Local Username and Password that you are logged into the machine as.  This will not be an O365 email and password even if that is what you are backing up.

schedule backup7

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating