Metalogix Essentials for Office 365 2.8 - User Guide

Classic Mailbox Backup

Metalogix Essentials for Office 365 Backup is a simple and easy to use backup tool that empowers administrators and power users to efficiently backup, archive, and restore their content from SharePoint, Office 365 SharePoint Online, OneDrive for Business sites, and Exchange Online mailboxes (when licensed).  With Metalogix Backup, you can quickly retrieve individual items or entire sites.

·Site Backup: Backup and extract site collections, sites, lists and libraries, documents and versions, permissions, views, column groups, fields, terms, and content types in SharePoint or Office 365.

·OneDrive for Business Backup:  Backup and extract content, versions and SharePoint permissions from one or more users' OneDrive for Business Documents library within your Office 365 tenant.

·Exchange Online Mailbox Backup:  Backup and extract messages, folders, calendar events, tasks and more from one or more users' Exchange Online Mailboxes within your Office 365 tenant. This feature is automatically disabled and must be manually enabled.

·Cloud Storage: Backup and Restore to/from Azure and Amazon S3

·Extract: Extract legacy or orphaned content from SharePoint and Office 365 to a file system based on specific search and filter criteria of your choice.

·Restore: Restore content to existing SharePoint or Office 365 site collections, sites, list and libraries, and folders without rolling back the entire SharePoint farm. (Cannot be used for Migration.  Choose Metalogix Essentials for Office 365 migration for the best results)

·Ensure High Availability: Access critical content and ensure continuous 24x7 business operations in Office 365 and other hosted environments in the event of a service interruption through local backups.

·Rapid Item Level Restore: Granularly restore selected SharePoint items from the local backup copy with the option to include metadata, versions, and authorship properties.

·Schedule Backups: Use Windows scheduler to run full or incremental backups from PowerShell or the command line as a part of larger batch jobs.

Creating Mailbox Classic Backup

Metalogix Backup supports the ability to create a backup of any single user's Exchange Online Mailbox or all users' Exchange Online Mailboxes across your Office 365 tenant (when licensed).
 

 
To create a backup for all or several user Exchange Online Mailboxes in your Office 365 tenant:

1.Press the "To Local Storage" or the "To Cloud Storage" button located in the ribbon. This will generate the Backup Properties screen.

2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.

3.Under the Connection section of the wizard, select "Office 365 Mailboxes" as your Service type.

4.Enter your Global Administrator username and click the Connect button.

5.When prompted enter your Global Administrator password and click Connect.

6.You can choose to "Include all Office 365 Mailboxes", which will create a backup of all Office 365 Mailboxes, or you can select to specify which Office 365 Mailboxes you wish to backup by either loading a list from a CSV file (by clicking Load from CSV), or selecting from a list provided by clicking Select from Office 365.
 

7.Choose your desired Backup, Retention, and Location options  (Note: a location must be specified in order to continue) and click Finish to begin. For more information about the Backup and Retention options available see the Creating a Full Backup section, for information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.

To create a backup for a single user's Exchange Online Mailboxes in your Office 365 tenant:

1.Press the "To Local Storage" or the "To Cloud Storage" button located in the ribbon. This will generate the Backup Properties screen.

2.Enter a project name for your Backup, this name will be displayed in the Backup Navigator.

3.Under the Connection section of the wizard, select "Office 365 Mailbox" as your Service type.

4.Next, enter the email address of the mailbox you wish to backup.

 

5.Choose your desired Backup, Retention, and Location options  (Note: a location must be specified in order to continue) and click Finish to begin. For more information about the Backup and Retention options available see the Creating a Full Backup section, for information on how to connect to Cloud storage, see the Connecting to Cloud Storage section.

Enabling Mailbox Backup

The Mailbox Backup feature is automatically disabled in Essentials. In order to continue using this feature, you must manually enable it by doing the following. 

1.Navigate to the Help tab, and Select Profile Manager. 

2.Select the Migartion tab within Profile Manager.

3. Navigate to the Hyper Mode Settings portion, and select the option in order to Enable the feature.

4.When exiting the profile manager, make sure you confirm that you would like to save your changes when the pop-up asks.

Include Only Backup Filter

When configuring the initial backup job, you may choose to apply an Inclusion filter against the content within the selected mailbox folders.  This filter is based on the modification date of each item within the mailboxes and is designed to Include the content within the specified time period (by Date or by Range), not Exclude.

Please review the following scenarios to determine which setting is best for your backup needs.  Please note that the initial filter configuration will impact how Updates (Full, Incremental, and Differential) are performed, so choose wisely.

Each configuration includes a chart displaying what will be included (green bar) versus what will be excluded (red bar).  The bar on the bottom represents the initial Full backup and each above it represents the updates that can be performed.