Metalogix Essentials for Office 365 2.8 - User Guide

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.

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.  

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.

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

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

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.

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

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

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.

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

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.

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:  

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

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.

 

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.

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

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

Using Integrated Scheduler to Run Backup Jobs

The Schedule button located at the bottom of the properties screen will walk the user through the Scheduler Wizard to create a backup job.  To learn more about the scheduler, please refer to the Scheduler section in the Wizards section.