DocAve 6 Service Pack 2 Granular Backup and Restore

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1 DcAve 6 Service Pack 2 Granular Backup and Restre User Guide Revisin D Issued February

2 Table f Cntents Abut DcAve Granular Backup and Restre... 5 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint... 5 Befre Yu Begin... 6 Cnfiguratin... 6 Agents... 6 Licensing and Permissins... 6 Lcal System Permissins... 7 Getting Started... 8 Launching Granular Backup and Restre... 8 User Interface Overview... 9 Selecting Farms and Ndes Cnfiguring Devices and Setting Up Strage Plicies Perfrming a Backup Overview f Backup Types Selecting Cntent t Back Up Selecting Cntent by Search Selecting Cntent by Brwse Understanding Ad Hc Backup Cnfiguring Default Settings Using Ad Hc Backup Using the Plan Builder Using Wizard Mde Using Frm Mde Elements Unsupprted t Be Backed Up in SharePint Perfrming a Restre Defining General Settings User Mapping Dmain Mapping

3 Language Mapping Cnfiguring and Running a Restre Selecting Backed-up Data t Restre Restre Type Restring Data Backed Up by DcAve Checking a Jb Status Additinal Optinal Cnfiguratins Predefined Schemes Advanced Predefined Scheme Settings Outging Server Settings DcAve Granular Backup and Restre Use Case Cnfiguring a Successful Backup Plan Appendix A: Advanced Search Appendix B: and Unsupprted Web Parts Appendix C: and Unsupprted Features fr SharePint Online and Unsupprted Features fr SharePint 2010 Online Backup Restre Plan Manager and Unsupprted Features fr SharePint 2013 Online Backup Restre Plan Manager Appendix D: Accessing Ht Key Mde Backup Page Restre Page Restre Wizard Plan Manager Page Appendix E: Custmizatin Supprt Table Wrkflw Restre Ntes Restring Wrkflw Definitins Restring Wrkflw Instances

4 and Unsupprted Wrkflws Appendix F: Advanced Settings in Cnfiguratin Files AgentCmmnWrapperCnfig.cnfig Restring Specified Web Prperties SP2010GranularBackupRestre.cfg/SP2013GranularBackupRestre.cfg Backing Up Stubs and the Related Data Restring Stubs and the Related Data SP2010GranularBackupRestre.cfg/SP2013GranularBackupRestre.cfg Index Ntices and Cpyright Infrmatin

5 Abut DcAve Granular Backup and Restre DcAve Granular Backup and Restre fr SharePint 2010 and SharePint 2013 ensures resiliency f service in the event f a disaster and quickly recvers lst r crrupted cntent with database r granular restres. Granular Backup and Restre ffers full, incremental, and differential backup capabilities fr SharePint cntent, enabling the user t build backup plans and schedules that fcus n frequent backup f high pririty data, thereby imprving backup peratins and strage efficiency. Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with Granular Backup and Restre: DcAve Platfrm Backup and Restre t back up the entire SharePint envirnment, including farm-level cmpnents DcAve Replicatr fr SharePint fr cpying SharePint cntent within the same SharePint farm r frm ne SharePint farm t anther DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Click the fllwing URL t access the Submit Yur Feedback frm n ur website: 5

6 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using Granular Backup and Restre. Cnfiguratin In rder t use Granular Backup and Restre, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Administratr will nt functin withut DcAve 6 present n the farm. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Granular Backup and Restre cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw; therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Licensing and Permissins 1. T install and use Granular Backup and Restre prperly, ensure that the agent accunt has the required permissins. The permissin requirements are the same when using SharePint 2010 and SharePint 2013.Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Granular Backup and Restre; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all web applicatins via User Plicy fr Web Applicatins. User Prfile Service Applicatin: Administratr with Full Cntrl permissin User Persnal Features Create Persnal Site 6

7 Use Scial Features Managed Metadata Service: Term Stre Administratr Administratr with Full Cntrl permissin Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl 3. SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Granular Backup and Restre; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all the databases related t SharePint, including Cntent Databases, Cnfig Database, and Central Admin Database. dbcreatr and securityadmin Server Rles t SQL server Lcal System Permissins The fllwing Lcal System Permissins are autmatically cnfigured during DcAve 6 installatin: User is a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\EventLg6 Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (navigate t: Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl t the DcAve Agent installatin directry Lcal Admin permissin 7

8 Getting Started SharePint and the DcAve platfrm mdules have cmmn functinality. While sme f this shared functinality is cvered in this guide, the primary fcus f this dcument is the functinality that is specific t the DcAve mdule. Fr infrmatin n the shared functinality nt cvered in this dcument, refer t SharePint Help. Refer t the sectins belw fr imprtant infrmatin n getting started with Granular Backup and Restre. Launching Granular Backup and Restre T launch Granular Backup and Restre and access its functinality, cmplete the fllwing steps: 1. Lg in t DcAve. If yu are already in the sftware, click the DcAve tab. The DcAve tab displays all mdules n the left side f the windw. 2. Frm the DcAve tab, click Data Prtectin t view the backup mdules. 3. Click Granular Backup & Restre t launch this mdule. Figure 1: DcAve mdule launch windw. 8

9 User Interface Overview The Granular Backup and Restre user interface launches with the Backup tab active. This tab displays yur farm envirnment and allws fr quick access t a list f Granular Backup and Restre features. Figure 2: Granular Backup and Restre user interface. 1. The SharePint tree (in the Surce panel) displays all cntent within yur farm(s). Use this panel t select the cntent that yu want t perfrm actins n. Selecting cntent ften reveals new tabs and functinality n the ribbn. 2. The ribbn shws the available actins and wizards fr the selected ndes. This cntent is dynamic; it will ften change depending n what is selected in the SharePint tree. 3. The wrkspace shws all frm-based cntent that is used during the cnfiguratin f actins perfrmed in DcAve prducts. 9

10 Selecting Farms and Ndes T select farms and ndes, cmplete the fllwing steps: 1. Frm the Surce panel n the left, duble-click the farm that cntains the relevant SharePint cntent. 2. Click the checkbx(es) t the left f the ndes t select the relevant cntent yu want t wrk with. 3. After selecting cntent, yu will be able t perfrm the prcedures described thrughut this guide. Cnfiguring Devices and Setting Up Strage Plicies In rder t perfrm a backup jb using Granular Backup and Restre, it is necessary t first cnfigure ne r mre physical device(s) and then set up a strage plicy. When perfrming a backup jb, Granular Backup and Restre can write t Net Share, FTP, TSM, EMC Centera, Dell DX Strage, Caring Strage, HDS Hitachi Cntent Platfrm, r Clud Strage devices. In additin, DcAve has the ability t treat multiple strage devices as a single lgical unit when saving backup data. This feature is especially useful fr very large backup plans, as many small drives can be cmbined. A lgical drive must be defined befre creating a backup plan. Fr instructins n defining devices and setting up strage plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. 10

11 Perfrming a Backup There are several ways t cnfigure and perfrm a granular backup. Once yu select the cntent yu want, yu can run backups using the fllwing methds: Using Ad Hc Backup Using the Plan Builder (Using Wizard Mde r Using Frm Mde ) Fr mre infrmatin regarding backup and recvery, refer t the Micrsft TechNet article Backup and recvery best practices (SharePint Server 2010) and Backup and Restre (SharePint 2013). Fr the elements in SharePint 2013 that are supprted t be backed up, refer t Elements Unsupprted t Be Backed Up in SharePint Overview f Backup Types When cnfiguring a backup plan using the Using the Plan Builder r Predefined Schemes, there are three backup types yu can specify t perfrm a backup jb: Full, Incremental, r Differential. The Full ptin backs up all f the selected data each time a backup is perfrmed. This ptin requires the mst strage space because, depending upn the size f yur SharePint envirnment, each backup file can be substantial in size. Unlike incremental and differential backups, all full backup files are independent f ne anther and d nt have any dependencies n ther back up data files. Hwever, because each f the backups is cmprehensive, full backup jbs take the lngest t cmplete f the three available ptins. The Incremental ptin backs up nly the cntent that has been updated since the last backup, drastically reducing the size f the backup file created. The mst cmmn ptin, this backup requires less strage than a full r differential backup. Incremental backups reduce executin time, thereby allwing fr shrter backup windws. It is imprtant t nte, hwever, that in rder t recver all f the mst recent SharePint data frm an incremental backup, all f the backup files must be available. Cnsider each incremental backup file as a piece f the whle SharePint envirnment. If ne f these files is nt available, the full SharePint envirnment cannt be restred. Fr example, the fllwing fur cylinders represent fur backups and they are perfrmed in this rder Full Backup, Incremental Backup, Incremental Backup, Incremental Backup: Figure 3: One Full backup fllwed by three Incremental backups. 11

12 1. The first Incremental Backup backs up the newly-added data in the blue perid. 2. The secnd Incremental Backup backs up the newly-added data in the green perid. 3. The third Incremental Backup backs up the newly-added data in the range perid. Each time it runs, the Differential ptin backs up all cntent that has been updated since the last full backup. These backup files are larger in size than incremental files, but smaller than full backup files. In rder t recver all f the mst recent SharePint cntent, the first full backup file and latest differential backup file are required. Fr example, the fllwing fur cylinders represent fur backups and they are perfrmed in this rder Full Backup, Differential Backup, Differential Backup, Differential Backup: Figure 4: One Full backup fllwed by three Incremental backups. 1. The first Differential Backup backs up the newly-added data in the blue perid. 2. The secnd Differential Backup backs up the newly-added data in the green perid. 3. The third Differential Backup backs up the newly-added data in the range perid. Selecting Cntent t Back Up There are tw ptins t select the cntent t back up: Brwse and Search. T select the cntent, refer t the sectins belw. Selecting Cntent by Search Fr a large envirnment, use the search functin t quickly lcate the target cntent. T use the search functin, cmplete the fllwing steps: 1. Lcate the Surce panel n the left-hand side f the screen. 2. In the search field at the tp f the Surce tab, enter the characters frm the SharePint bject URL r name yu want t search fr. 3. Click the icn t start the search r wait a mment fr it t start autmatically. When the search is running, yu can click the icn t stp the search, if needed. 4. Select the relevant bject(s) that yu want t back up by clicking the checkbxes t the left f the bjects. Yu can select bjects in ne farm. 12

13 5. After selecting cntent, chse t perfrm either a backup using the Using Ad Hc Backup r a backup using the Using the Plan Builder. Selecting Cntent by Brwse T brwse thrugh the SharePint farm bjects, cmplete the fllwing steps: 1. Frm the Surce panel n the left, duble-click the farm that cntains the relevant SharePint cntent. A list f bjects appears beneath the farm entry. 2. Select the relevant bject(s) that yu want t back up by clicking the checkbx(es) t the left f the bject. Yu can select bject(s) in ne farm. 3. After selecting cntent, chse t perfrm either a backup using the Using Ad Hc Backup r a backup using the Using the Plan Builder. See the apprpriate sectin belw. Understanding Ad Hc Backup An Ad Hc Backup backs up the selected cntent immediately (withut setting up a schedule) using the default settings, which need t be cnfigured prir t running the backup. *Nte: An Ad Hc backup is a back-end prcess, meaning that the jb runs in the backgrund. The user can cntinue t navigate thrugh the user interface withut having t first terminate the running jb. T use Ad Hc Backup, yu must first define the default settings, as described belw. Cnfiguring Default Settings T use Ad Hc Backup, it is necessary t first cnfigure the default settings. T cnfigure default backup settings, cmplete the fllwing steps: 1. After Selecting Cntent t Back Up, click Ad Hc Backup n the ribbn f the Backup tab. 2. Select Default Settings frm the drp-dwn list. The Default Settings page appears. 3. Strage Plicy Select the strage plicy fr the backup data, r create a new strage plicy in the Specify a strage plicy drp-dwn list. Fr mre infrmatin n wrking with strage plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. 4. Filter Plicy Select a filter plicy r create a new ne t limit the scpe f the backup jb by making a selectin frm the drp-dwn list in the Filter Plicy field. Fr mre infrmatin n wrking with filter plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy fr backing up data stred in SharePint 2010 Online and SharePint 2013 Online, the fllwing tw criteria are nt supprted: The Created By criterin n the Site level is nt supprted. The jb using the Created By criterin n the Site level will be Finished with Exceptin. The infrmatin will be recrded in the jb reprt. 13

14 The Size criterin n the Attachment level is nt supprted. The jb using the Size criterin n the Attachment level will be Finished. Hwever, the Size criterin will nt take effect. 5. User Prfile Select whether r nt t Include user prfile. This ptin decides if user prfiles are ging t be backed up with the security. 6. Wrkflw Select hw yu want t manage the wrkflw in the surce. Include wrkflw definitin Backs up nly the definitin f existing surce wrkflws. Include wrkflw instance Backs up definitin and histry f existing surce wrkflws. 7. Data Cmpressin Select an ptinal data cmpressin setting. Select the Cmpressin checkbx t enable data cmpressin, and then chse a cmpressin level using the slider. A lw cmpressin level results in a faster cmpressin rate but a larger data set, while a high cmpressin level results in a slwer cmpressin rate but a smaller, better quality data set. *Nte: Small data sets cause slwer backup and recvery times. Select whether t leverage DcAve Media Server (Media Service) resurces r SharePint Server (SharePint Agent) resurces fr cmpressin. 8. Data Encryptin Select the Encryptin checkbx (ptinal) t enable data encryptin. Select whether t leverage DcAve Media Server (Media Service) resurces r SharePint Server (SharePint Agent) resurces fr encryptin. Then, select a security prfile r create a new ne in the Security prfile drp-dwn list t specify the encryptin methd fr the encryptin. Fr mre infrmatin n wrking with security prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Encrypting data causes slwer backup and recvery times. 9. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Using Ad Hc Backup In rder t perfrm an Ad Hc Backup, yu must first cnfigure the Cnfiguring Default Settings. T initiate an ad hc backup, cmplete the fllwing steps: 1. After Selecting Cntent t Back Up, click Ad Hc Backup n the ribbn f the Backup tab. 2. Select Ad Hc Backup frm the drp-dwn list. The Ad Hc Backup page appears. 3. DcAve autmatically lads yur Cnfiguring Default Settings int the Ad Hc Backup page. Edit these settings as needed. 4. Click Run Nw at the bttm f the windw t start the backup jb. View the jb details in Jb Mnitr. 14

15 Using the Plan Builder Cnfiguring Plan Builder is very similar t cnfiguring the default settings fr an Ad Hc Backup. Use the Plan Builder when yu want t schedule a backup and define the type f backup (Full, Incremental, r Differential) r when yu want t use the Predefined Schemes feature. *Nte: A backup run with Plan Builder is a back-end prcess, meaning that the jb runs in the backgrund. The user can cntinue t navigate thrugh the user interface withut having t first cancel the running jb. T use the Plan Builder, cmplete the fllwing steps: 1. After Selecting Cntent t Back Up, click Plan Builder frm the Backup tab. 2. Frm the drp-dwn menu, select Using Wizard Mde fr step-by-step guidance during cnfiguratin, r select Using Frm Mde (recmmended fr advanced users nly). See the sectin belw applicable t yur chice. Using Wizard Mde T cnfigure a plan using Wizard Mde, cmplete the fllwing steps: *Nte: A red asterisk (*) marked next t a field in the DcAve GUI indicates a mandatry field. 1. Plan Name Enter a Plan Name and an ptinal Descriptin, if desired. Click Next. The Strage Plicy page appears. 2. Strage Plicy Cnfigure the fllwing settings: Strage Plicy Select the strage plicy fr the backup data, r create a new strage plicy in the Specify a strage plicy drp-dwn list. Fr mre infrmatin n wrking with strage plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Data Cmpressin If yu want t enable data cmpressin, yu can ptinally select the Cmpressin checkbx, and then chse a cmpressin level using the slider. A lw cmpressin level results in a faster cmpressin rate but a larger data set, while a high cmpressin level results in a slwer cmpressin rate but a smaller, better quality data set. Nte that small data sets cause slwer backup and recvery times. Select whether t leverage DcAve Media Server (Media Service) resurces r SharePint Server (SharePint Agent) resurces fr cmpressin. Data Encryptin If yu want t enable data encryptin, yu can ptinally select the Encryptin checkbx. Select whether t leverage DcAve Media Server (Media Service) resurces r SharePint Server (SharePint Agent) resurces fr encryptin. Then, select a security prfile r create a new ne in the Security prfile drp-dwn list t specify the encryptin methd fr the encryptin. Fr mre infrmatin n wrking with security prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: Encrypting data causes slwer backup and recvery times. 15

16 Click Next when yu are finished cnfiguring the strage plicy. The Schedule page appears. 3. Schedule Select a scheduling ptin. Nte that this field determines the type f backup (Full, Incremental, r Differential) that will be run. N Schedule Select this ptin t cnfigure the jb t nt run n a schedule (the jb must be manually initiated). Select a Predefined Theme Select this ptin t run the backup n a Predefined Schemes. Cnfigure the schedule myself Select this ptin t cnfigure a custmized schedule, and run the backup jb by schedule. Click Add Schedule t set up a schedule. The Add Schedule windw appears. In the Optins sectin, select a backup type frm the drpdwn list. Fr mre infrmatin, see Overview f Backup Types. Full Backup A full backup f the selected surce. Incremental Backup A partial backup; backs up nly the cntent that has been updated since the last backup, whether it s Full, Incremental, r Differential. Differential Backup A partial backup; backs up nly the data that has been added since the last full backup. After cnfiguring the schedule, click Calendar View t view the scheduled plans by day, week, r mnth.*nte: Frequent cnsecutive differential backups have a tendency t repeatedly back up the same data, which fills disk space quickly. Fr best results when cnducting high frequency backups, it is recmmended t use incremental backups. Incremental backups save time and strage space by backing up nly the differences between incremental backups r an incremental backup and a full backup, instead f backing up the entire surce lcatin. Click Next when yu are finished. The Restre Granularity Level appears. 4. Restre Select a granularity level t restre: Item, Site, r Site Cllectin. Review the table t learn the prs, cns, and recmmendatins fr each selectin. Click Next when yu are finished. The Advanced page appears. 5. Advanced Define the advanced settings: Agent Grup Select the agent grup fr the backup data r create a new agent grup frm the drp-dwn list. Fr mre infrmatin n wrking with agent grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Filter Plicy Select a filter plicy frm the drp-dwn list r create a new plicy t limit the scpe f the backup jb. Fr mre infrmatin n wrking with filter plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy fr backing up data in SharePint Online, the Created By rule is nt supprted. The detailed infrmatin will be recrded in the jb reprt. 16

17 User Prfile Select the Include user prfile checkbx if yu want t back up the user prfile with the security. Wrkflw Select hw yu want t manage the wrkflw in the surce. Include wrkflw definitin Backs up nly the definitin f existing surce wrkflws. Include wrkflw instance Backs up definitin and histry f existing surce wrkflws. Ntificatin Select the Ntificatin prfile fr sending s. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup(s) r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. When yu are finished setting up ntificatins, click Next n the ribbn. The Overview screen appears. 6. Overview Review and edit the plan selectins. T make changes, click Edit t the right f the rw. This links t the crrespnding setting page, allwing yu t edit the cnfiguratin. 7. Click Finish r Finish and Run Nw n the lwer-right sectin f the screen. The backup plan will nw appear in Plan Manager. Using Frm Mde Frm Mde is intended fr advanced users nly. T cnfigure a plan using Frm Mde, cmplete the fllwing steps: *Nte: A red asterisk (*) marked next t a field in the DcAve GUI indicates a mandatry field. 1. Plan Name Enter a Plan Name and ptinal Descriptin, if desired. 2. Strage Plicy Select a strage plicy fr the backup data r create a new ne in the Specify a strage plicy drp-dwn list. Fr mre infrmatin n wrking with strage plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. 3. Schedule Selectin Select a scheduling ptin. *Nte: This field determines the type f backup (Full, Incremental, r Differential) that will be run. N Schedule Select this ptin t cnfigure the jb t nt run n a schedule (the jb must be manually initiated). Select a Predefined Theme Select this ptin t run the backup n a Predefined Schemes. Cnfigure the schedule myself Select this ptin t cnfigure a custmized schedule, and run the backup jb by schedule. Click Add Schedule t set up a schedule. The Add 17

18 Schedule windw appears. In the Optins sectin, select a backup type frm the drpdwn list. Fr mre infrmatin, see Overview f Backup Types. Full Backup A full backup f the selected surce. Incremental Backup A partial backup; backs up nly the data that has been added since the last incremental r full backup. Differential Backup A partial backup; backs up nly the data that has been added since the last full backup. After cnfiguring the schedule, click Calendar View t view the scheduled plans by day, week, r mnth. *Nte: Frequent cnsecutive differential backups have a tendency t repeatedly back up the same data, which fills disk space quickly. Fr best results when cnducting high frequency backups, it is recmmended t use incremental backups. Incremental backups save time and strage space by backing up nly the differences between incremental backups r an incremental backup and a full backup, instead f backing up the entire surce lcatin. 4. Restre Granularity Level Select a granularity level t restre: Item, Site, r Site Cllectin. 5. Filter Plicy Select a Filter Plicy t limit the scpe f the backup jb. Fr mre infrmatin n wrking with filter plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: When using the filter plicy fr backing up data in SharePint Online, the Created By rule is nt supprted. The detailed infrmatin will be recrded in the jb reprt. When yu are finished, click OK and Run Nw t run the jb immediately, r click Advanced t cnfigure additinal ptins. 6. Advanced Cnfigure the fllwing additinal ptins: User Prfile Select the Include user prfile checkbx if yu want t back up the user prfile with the security. Wrkflw Select hw yu want t manage the wrkflw in the surce. Include wrkflw definitin Backs up nly the definitin f existing surce wrkflws. Include wrkflw instance Backs up definitin and histry f existing surce wrkflws. Data Cmpressin If yu want t enable data cmpressin, yu can ptinally select the Cmpressin checkbx, and then chse a cmpressin level using the slider. A lw cmpressin level results in a faster cmpressin rate but a larger data set, while a high cmpressin level results in a slwer cmpressin rate but a smaller, better quality data set. Nte that small data sets cause slwer backup and recvery times. Select whether t leverage DcAve Media Server (Media Service) resurces r SharePint Server (SharePint Agent) resurces fr cmpressin. 18

19 Data Encryptin If yu want t enable data encryptin, yu can ptinally select the Encryptin checkbx. Nte that encrypting data causes slwer backup and recvery times. Select whether t leverage DcAve Media Server (Media Service) resurces r SharePint Server (SharePint Agent) resurces fr encryptin. Then, select a security prfile r create a new ne in the Security prfile drp-dwn list t specify the encryptin methd fr the encryptin. Fr mre infrmatin n wrking with security prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. Agent Grup Select the agent grup fr the backup data r create a new agent grup frm the drp-dwn list. Fr mre infrmatin n wrking with agent grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Ntificatin Select the Ntificatin prfile fr sending s. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup(s) r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. Click OK r OK and Run Nw n the lwer-right sectin f the screen. The backup plan is nw listed in Plan Manager. Elements Unsupprted t Be Backed Up in SharePint 2013 The fllwing elements in SharePint 2013, including SharePint bjects, settings, data, etc. are nt supprted t be backed up by Granular Backup and Restre: Element Managed Navigatin App Site Descriptin When selecting the Managed Navigatin ptin, the settings f the navigatin items represented by using the Managed Metadata term set cannt be backed up. When installing an app, the app cde will be installed n a separate site. This separate site cannt be viewed n the tree and will nt be backed up. Perfrming a Restre A granular restre can be perfrmed nly n data backed up using DcAve s Granular Backup and Restre. The three restre types are: In place restre Restres the selected backed-up data t its riginal lcatin in SharePint. Out f place restre Restres the data t a lcatin in SharePint ther than the riginal lcatin. Restre t file system Restres the selected backed-up cntent directly t a file system. 19

20 Fr mre infrmatin regarding backup and recvery, refer t the Micrsft TechNet article Backup and recvery best practices (SharePint Server 2010) and Backup and Restre (SharePint 2013). Defining General Settings Befre perfrming a restre, yu may want t define the fllwing general settings: User Mapping, Dmain Mapping, and Language Mapping. User Mapping In User Mapping settings, yu can create rules that replace (in metadata fields) existing usernames in the surce nde with existing usernames in the destinatin nde. T access User Mapping, click the Restre tab in Granular Backup and Restre, and then click User Mapping n the ribbn. The Cntrl Panel page appears. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping In Dmain Mapping settings, yu can create rules that replace (in metadata fields) a dmain name in the surce with a dmain name in the destinatin. T access Dmain Mapping, click the Restre tab in Granular Backup and Restre, and then click Dmain Mapping. The Cntrl Panel page appears. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Language Mapping In Language Mapping settings, yu can display a destinatin nde in a different language than the surce nde language. T access Language Mapping, click the Restre tab in Granular Backup and Restre, and then click Language Mapping. The Cntrl Panel page appears. Fr specific instructins n setting up language mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Cnfiguring and Running a Restre T cnfigure a restre, chse a restre methd first t quickly search and select the backed-up data. After the selectin, specify a restre type t chse the lcatin fr restring the selected data. Then cmplete ther general settings, such as the jb reprt settings, ntificatin settings, and the schedule 20

21 settings. Fllw the instructins in the sectins belw t select the backed-up data fr restre, and then prceed t the applicable sectin belw depending n the desired restre type fr instructins. Selecting Backed-up Data t Restre Tw restre methds are prvided t select the backed-up data fr restring: Time-based restre and Object-based restre. Use a Time-based restre t select a backup jb n the calendar, and then select bjects t restre the backed-up data. Use an Object-based restre t restre the backed-up data by selecting the specific bject and selecting which backup jb t restre it frm. Refer t the sectins belw fr details. Time-Based Restre Time-based restre is designed t find the backed-up jbs first, and then select the bjects t restre the backed-up data. Cmplete the fllwing steps t cnfigure a time-based restre: 1. On the Restre tab in Granular Backup and Restre, click Restre n the ribbn. The Restre Methd page appears. 2. Restre Methd Select the Time-based restre radi buttn, and then click Next. The Jb Selectin page appears. Yu can als click the Start with Time-based Restre link n the Restre page t access the Jb Selectin page. 3. Jb Selectin The jbs with a Full backup type that have been cmpleted within the last 7 days are available in the calendar. Click Day, Week, r Mnth in the tp-right crner f the calendar t change the view t see all available jbs. Click the left and right arrws beside the date n the tp-left f the calendar t mve frward r backward. Select the backup jb that yu want t restre. Yu can als cnfigure settings in the Filter By field t limit the scpe f the backup jb. Plan Filter Filter the backup jb by plan infrmatin. Yu can filter the backup plan in the Plan Filter drp-dwn list by farm, plan name, and restre granularity level f the plan by selecting crrespnding check bx in the drp-dwn list. The lgical relatinship between the filter rules is AND. By default, all jbs are displayed. Jb Filter Filter the backup jb by jb infrmatin. Select the Backup Type in the Jb Filter drp-dwn list. If yu check the Include jb(s) with nly partial backup data checkbx, any backup jbs that are stpped prir t cmpletin are included in the backup. By default, Full is selected. Time Range Filter the backup data by jb cmpleted time range. The All jbs selectin lists all backup jbs whenever the jb cmpleted, while Jb cmpleted within filters the backup jbs which are cmpleted in the specified time range. By default, Jbs cmpleted within Last 7 Days is selected. After yu finish cnfiguring the Filter By drp-dwn lists, click the newly appeared Filter buttn. All the backup jbs that meet the filter rule(s) are listed in the calendar. Click the Reset link, and then the jbs with a Full backup type that have been cmpleted within the last 7 days are available in the calendar. When yu are finished, click Next. The Data Selectin page appears. 21

22 4. Data Selectin Fr the item restre granularity level, yu can cnfigure the Glbal Setting fr Restring Cntent, Prperty and Security when yu want t nly restre the security and/r the prperty. *Nte: If yu specify the glbal settings, yu cannt cnfigure the prperty and security settings again fr each selected bject level. If yu d nt specify the glbal settings, yu can cnfigure the Prperty and Security settings fr each selected bject level when yu select bjects in the tree at the site cllectin level and lwer (see tables belw). Glbal Setting fr Restring Cntent, Prperty and Security Define glbal settings fr restring security and/r prperty settings: Cntainer Selectin Select the Glbal setting fr cntainer cnfiguratin checkbx t enable the cntainer s glbal settings. Restre cntainer Select this ptin t restre the cntainer. Additinally, select the Security checkbx if yu want t restre the cntainer s security settings, and/r select the Prperty checkbx if yu want t restre the cntainer s prperty settings. Only restre security Select this ptin t nly restre the cntainer s security settings. Cntent Selectin Select the Glbal setting fr cntent cnfiguratin checkbx t enable the cntent s glbal settings. Restre cntent Select this ptin t restre the cntent. Additinally, select the Security checkbx if yu want t restre the cntent s security settings. Only restre security Select this ptin t nly restre the cntent s security. Backup Data Select the backed-up data t be restred. There is a checkbx crrespnding t each level n the backup tree, which is unchecked by default. Check Select All t select all backup data t restre. *Nte: Yu can brwse thrugh the backup data by clicking n bjects t navigate thrugh the tree. Click a rt site t expand the tree t display flders/lists and cntent lcated directly n the tp site f the site cllectin. Click Advanced Search n the ribbn t filter ut specific bjects r data within each SharePint level. *Nte: The search results can display at mst 1000 ndes f the specific bject level. Fr mre infrmatin, refer t Appendix A: Advanced Search. T restre data at different levels, refer t the fllwing table: Restre Level Restring a site cllectin Step 1. Navigate t the site cllectin and expand its data tree. 22

23 Restre Level Restring a site Restring a list/library *Nte: The user versin f user infrmatin lists is nt supprted. Restring a file/ item Step 2. Check the checkbx next t the site cllectin. All f the site cllectin cntents are selected. 1. Navigate t the site. 2. Check the checkbx next t the site t select the site and its cntents. 1. Navigate t the list/library. 2. Check the checkbx next t the list/library t select the list/library and its cntents. 1. Navigate t the rt flder f the library/list which cntains the file/ item. 2. Click Items. 3. In the pp-up windw, check the crrespnding checkbx next t the file/item lcated in the pp-up windw. If yu did nt cnfigure the Glbal Setting fr Restring Cntent, Prperty and Security fields, yu can specify whether t als restre the Security and Prperty settings by selecting the applicable checkbxes next t any backup level in the tree. Type SharePint Object Attributes f the SharePint bject that Belng t the Specified Type Security Site Cllectin Users and grups f the site cllectin Site Mappings f the users and their permissins, permissin levels, grups, users List Mappings f the users and their permissins, users, grups Flder/Item/File Mappings f the users and their permissins, users, grups Prperty Site Cllectin Basic infrmatin used t create the site cllectin, ther infrmatin f the site cllectin, site features Site Basic infrmatin used t create the site, ther infrmatin f the site, site clumns, site cntent types, navigatin, site features, triggers fr the users actins in the site List Basic infrmatin used t create the list, ther infrmatin f the list, list clumns, list cntent types, triggers fr the users actins in the list, alert When finished, click Next. The Restre Type page appears. Refer t the Restre Type sectin t prceed. 23

24 Object-Based Restre The Object-based restre is aimed t first lcate the specific SharePint farm bject, and then select which backup jb t restre it frm. Cmplete the fllwing steps t cnfigure an bject-based restre: 1. On the Restre tab in Granular Backup and Restre, click Restre n the ribbn. The Restre Methd page appears. 2. Restre Methd Select the Object-based Restre radi buttn, and then click Next. The Object Search page appears. Yu can als click the Start with Object-based Restre link n the Restre page t access the Object Search page. 3. Object Search Cmplete the fllwing cnfiguratins: Restre Object Level Select an bject level frm the Restre Object Level drp-dwn list. The fllwing bjects are supprted: site cllectin, site, list, library, flder, item, dcument, and attachment. Cnditin Select a cnditin rule and enter the required infrmatin in the text bx. Select Equals t find the bject that equals t the entered cnditin, r select Matches t lk fr the bject that cntains the entered cnditin. Fr different bject levels, yu must enter different cnditins in the text bx. Refer t the table belw fr mre infrmatin. Object Level Site Cllectin Site List Library Flder Item Dcument Attachment Cnditin Site cllectin URL Site title List name Library name Flder name Item title Dcument name Attachment name Backup Time Range Specify the backup time range t limit the search scpe in the Time range drp-dwn list. Yu can select the backup jbs perfrmed within the current week, the last week, the current mnth, the last mnth, r the custmized time range. When finished, click Next. The Data Selectin page appears. 4. Data Selectin Fr the item restre granularity level, yu can cnfigure the Glbal Setting fr Restring Cntent, Prperty and Security when yu want t nly restre the security and/r the prperty. *Nte: If yu specify the glbal settings, yu cannt cnfigure the prperty and security settings again fr each selected bject level. If yu d nt specify the glbal settings, yu can cnfigure the Prperty and Security settings fr each selected bject level when yu select bjects in the tree at the site cllectin level and lwer (see tables belw). Glbal Setting fr Restring Cntent, Prperty and Security Define glbal settings fr restring security and/r prperty settings: 24

25 Cntainer Selectin Select the Glbal setting fr cntainer cnfiguratin checkbx t enable the cntainer s glbal settings. Restre cntainer Select this ptin t restre the cntainer. Additinally, select the Security checkbx if yu want t restre the cntainer s security settings, and/r select the Prperty checkbx if yu want t restre the cntainer s prperty settings. Only restre security Select this ptin t nly restre the cntainer s security settings. Cntent Selectin Select the Glbal setting fr cntent cnfiguratin checkbx t enable the cntent s glbal settings. Restre cntent Select this ptin t restre the cntent. Additinally, select the Security checkbx if yu want t restre the cntent s security settings. Only restre security Select this ptin t nly restre the cntent s security. Search Data Select the bject t be restred by expanding the tree within a specific farm and Web applicatin. The radi buttn next t the bject level is unselected by default. Yu can click lcate the bject in this scpe when it appears next t the SharePint bject t quickly lcate the search results. *Nte: The search results can display at mst 1000 ndes f the specific bject level. Fr flder level and higher, click Jbs t select which backup jb t restre it frm. Fr item, dcument, and attachment levels, click Jb Selectin t select which backup jb t restre it frm. After finding the bject and the backed-up data yu want t restre, yu can change t the time-based restre mde by clicking the jb ID. A tab named by the jb ID appears next t the Search Data tab. Refer t the Backup Data instructins in step 4 f the Time-Based Restre sectin t cntinue. If yu did nt cnfigure the Glbal Setting fr Restring Cntent, Prperty and Security fields, yu can specify whether t als restre the Security and Prperty settings by selecting the applicable checkbxes next t any backup level in the tree. When selecting the site level, an Include Sub-site under it checkbx appears which is used t include the site within the current selected site. Fr mre infrmatin, refer t the table belw. Type SharePint Object Attributes f the SharePint bject that Belng t the Specified Type Security Site Cllectin Users and grups f the site cllectin Site Mappings f the users and their permissins, permissin levels, 25

26 Type SharePint Object List Flder/Item/File Attributes f the SharePint bject that Belng t the Specified Type grups, users Mappings f the users and their permissins, users, grups Mappings f the users and their permissins, users, grups Prperty Site Cllectin Basic infrmatin used t create the site cllectin, ther infrmatin f the site cllectin, site features Site List Basic infrmatin used t create the site, ther infrmatin f the site, site clumns, site cntent types, navigatin, site features, triggers fr the users actins in the site Basic infrmatin used t create the list, ther infrmatin f the list, list clumns, list cntent types, triggers fr the users actins in the list, alert Flder Prperties f the flder, alert Include sub-site Site Sites included in the current selected site When finished, click Next. The Restre Type page appears. Refer t Restre Type fr prceeding. Restre Type In Place Restre is designed t restre the selected backed-up data t its riginal lcatin in SharePint. Out f Place Restre is used t restre the data t a lcatin in SharePint ther than the riginal lcatin. Restre t File System is aimed t restre the selected backed-up cntent directly t a file system. In Place Restre T use an in place restre t restre granularly back-up data t its riginal lcatin in SharePint, cmplete the fllwing steps: 1. Restre Type After cnfiguring the restre as described in the previus Time-Based Restre r Object-Based Restre sectins, cnfigure the fllwing settings: Restre Type Select the In place restre radi buttn. Agent Grup Select an agent grup frm the drp-dwn list r create a new agent grup. Fr mre infrmatin n agent grups, see the DcAve 6 Cntrl Panel Reference Guide. Click Next. The Restre Settings page appears. 26

27 2. Restre Settings Cnfigure the fllwing settings fr the restre: Cnflict Reslutin Define the cnflict reslutin behavir. If the SharePint bject name in the surce nde is the same name as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n the site cllectin, site, list, library, and flder level. Skip ignres the surce cntainer that has the same name as the destinatin ne. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. If there is a cnflict, the surce verwrites the destinatin. Replace deletes the destinatin cntainer and then restres the surce t the destinatin. If the selected cntainer is a tp-level site, DcAve empties the tp-level site instead f deleting it and restres the surce t the destinatin. *Nte: A discussin bard item is cnsidered a flder, s it is restred as a cntainer. Cntent level cnflict reslutin Set the cnflict reslutin n the item level. Skip ignres the surce item/dcument that has the same item ID/dcument name as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same item ID/dcument name. Overwrite by Last Mdified Time keeps the cnflict item\dcument which has the latest mdified time and verwrites the lder ne. Append an Item/Dcument Named with a Suffix adds the cnflict surce item/dcument t the destinatin and adds a suffix t the end f the filename. The cnflict destinatin item/dcument is nt deleted. Append a New Versin adds the cnflict surce item/dcument t the destinatin as a new versin f the cnflict destinatin item/dcument. *Nte: When the mdified time f the cnflict cntents is the same, yu can chse whether t skip cntent restratin. Refer t SP2010GranularBackupRestre.cfg/SP2013GranularBackupRestre.cfg fr details. Include Recycle Bin Data Select Yes if yu want DcAve t recver the cntents frm the site r site cllectin recycle bin; hwever, if there are items in the destinatin recycle bin with the same name as the surce items, DcAve des nt restre the data. Select N if yu want DcAve t include any recycle bin data. By default, Yes is selected. *Nte: This field nly appears if yu selected Skip in the Cntainer level cnflict reslutin drp-dwn list. 27

28 Exclude User/Grup Withut Permissin Chse whether t exclude the user/grup withut permissin fr the plans by selecting Yes r N. If yu select Yes, the user(s)/grup(s) that have n permissins will nt be restred. N is selected by default. Jb Reprt Specify the jb reprt type. Select Simplified t create a summary f cntent restred t SharePint, r select Detailed t get a full list f all bjects restred t SharePint at the cst f perfrmance. Versin Settings Select the level f versins yu want t restre. Chse Restre all versins t restre all the versins f the backup data, r chse Restre the latest versin(s) t nly restre the latest Majr r Majr and Minr versins f the backup data. Wrkflw Decide hw t recver SharePint wrkflw data. Select Include wrkflw definitin t restre the definitin f the surce wrkflws t the SharePint cntainer. Select Include wrkflw instance t restre the state, histry, and tasks f each item. *Nte: All wrkflw instances whse status was In Prgress when backing up will be Canceled when restring t the destinatin. Item Depended Clumns and Cntent Types Chse whether t restre itemdependent clumns and cntent types. *Nte: If yu did nt select Prperty besides the selected nde in the Data Selectin step, and the dependent clumn r cntent type des nt exist in the destinatin, then that clumn r cntent type will nt be restred. If this is the case, use this ptin t restre them. Restre the item-dependent clumns and cntent types t maintain item integrity The item is restred and the dependent clumn r cntent type is created in the crrespnding list/library. The item still uses the dependent clumn and cntent type. D nt restre item-dependent clumns and cntent types The item dependent clumns and dependent cntent types will nt be restred. When selecting this ptin, make sure the dependent clumns and cntent types exist in the destinatin. Otherwise, the item cannt be restred. Ntificatin Select the Ntificatin prfile. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Click Next when yu are finished. The Schedule page appears. 3. Schedule Cnfigure the schedule t set the time t restre the cntent: Schedule Selectin Chse Restre immediately after wizard finishes t run the plan immediately, r chse Cnfigure the schedule myself t cnfigure a custmized schedule Descriptin Optinally enter a descriptin f the restre plan in the text bx. 28

29 Click Finish t run the restre immediately (if yu selected Restre immediately after wizard finishes) r click Next t advance t the Overview page (if yu selected Cnfigure the schedule myself). 4. Overview Review and edit the plan selectins. T make changes, click Edit t the right f a heading rw t g t the crrespnding setting page, allwing yu t edit the cnfiguratin. Click Finish when yu are dne. The plan is nw listed in Plan Manager. Out f Place Restre T use an ut f place restre t restre the backed-up data t anther lcatin in SharePint ther than the riginal lcatin, cmplete the fllwing steps: 1. Restre Type After cnfiguring the restre as described in the previus Time-Based Restre r Object-Based Restre sectins, cnfigure the fllwing settings: Restre Type Select the Out f place restre radi buttn. Destinatin Select the destinatin cntainer by clicking the farm URL t expand the destinatin data tree, then select the nde where yu want t restre the surce data. *Nte: Make sure that the surce nde and the destinatin nde are in the same versin SharePint. If the site in the backed up data is SharePint 2010 Mde site, it can nly be restred t the same mde site. In the text bx abve the farm names, yu can enter characters frm a SharePint bject URL r name t search fr the desired SharePint bject. T restre a site r site cllectin t the target newly created site cllectin, refer t the Restring a Site r Site Cllectin t the Target Newly-Created Site Cllectin sectin. Agent Grup Select an agent grup frm the drp-dwn list. Fr mre infrmatin n agent grups, see the DcAve 6 Cntrl Panel Reference Guide. Actin If the surce data yu selected in the Data Selectin field is at the site r list level, the Actin field appears after selecting the Destinatin cntainer. Select Attach t restre the cntents as children beneath the selected nde, r select Merge t add the cntents t the destinatin nde. Click Preview t see the impact n the tree structure. Settings Select the drp-dwn lists fr User mapping, Dmain mapping, r Language mapping t map t an existing user, dmain, r language mapping, r create new mappings. Fr mre infrmatin n mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Click Next. The Restre Settings page appears. 2. Restre Settings Cnfigure the fllwing settings fr the restre: Cnflict Reslutin Define the cnflict reslutin behavir. If the SharePint bject name in the surce nde is the same name as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n the site cllectin, site, list, library, and flder level. 29

30 Skip ignres the surce cntainer that has the same name as the destinatin ne. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. If there is a cnflict, the surce verwrites the destinatin. Replace deletes the destinatin cntainer and then restres the surce t the destinatin. If the selected cntainer is a tp-level site, DcAve empties the tp-level site instead f deleting it and restres the surce t the destinatin. *Nte: A discussin bard item is cnsidered a flder, s it is restred as a cntainer. Cntent level cnflict reslutin Set the cnflict reslutin n the item/dcument level. Skip ignres the surce item/dcument that has the same item ID/dcument name as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same item ID/dcument name. Overwrite by Last Mdified Time keeps the cnflict item\dcument which has the latest mdified time and verwrites the lder ne. Append an Item/Dcument Named _1 adds the cnflict surce item/dcument t the destinatin and adds _1 t the end f the filename. The cnflict destinatin item/dcument is nt deleted. Append a New Versin adds the cnflict surce item/dcument t the destinatin as a new versin f the cnflict destinatin item/dcument. *Nte: When the mdified time f the cnflict cntents is the same, yu can chse whether t skip cntent restratin. Refer t SP2010GranularBackupRestre.cfg/SP2013GranularBackupRestre.cfg fr details. Include Recycle Bin Data Select Yes if yu want DcAve t recver the cntents frm the site r site cllectin recycle bin; hwever, if there are items in the destinatin recycle bin with the same name as the surce items, DcAve des nt restre the data. Select N if yu want DcAve t include any recycle bin data. By default, Yes is selected. *Nte: This field nly appears if yu selected Skip in the Cntainer level cnflict reslutin drp-dwn list. Exclude User/Grup Withut Permissin Chse whether t exclude the user/grup withut permissin fr the plans by selecting Yes r N. If yu select Yes, the user(s)/grup(s) that have n permissins will nt be restred. N is selected by default. Jb Reprt Specify the jb reprt type. Select Simplified t create a summary f cntent restred t SharePint, r select Detailed t get a full list f all bjects restred t SharePint at the cst f perfrmance. 30

31 Versin Settings Select the level f versins yu want t restre. Chse Restre all versins t restre all the versins f the backup data, r chse Restre the latest versin(s) t nly restre the latest Majr r Majr and Minr versins f the backup data. Wrkflw Decide hw t recver SharePint wrkflw data. Select Include wrkflw definitin t restre the definitin f the surce wrkflws t the SharePint cntainer. Select Include wrkflw instance t restre the state, histry, and tasks f each item. *Nte: All wrkflw instances whse status was In Prgress when backed up will be Canceled when restred t the destinatin. Item Depended Clumns and Cntent Types Chse whether t restre itemdependent clumns and cntent types. *Nte: If yu did nt select Prperty besides the selected nde in the Data Selectin step, and the dependent clumn r cntent type des nt exist in the destinatin, then that clumn r cntent type will nt be restred. If this is the case, use this ptin t restre them. Restre the item-dependent clumns and cntent types t maintain item integrity The item is restred and the dependent clumn r cntent type is created in the crrespnding list/library. The item still uses the dependent clumn and cntent type. D nt restre item-dependent clumns and cntent types The item dependent clumns and dependent cntent types will nt be restred. When selecting this ptin, make sure the dependent clumns and cntent types exist in the destinatin. Otherwise, the item cannt be restred. Ntificatin Cnfigure the ntificatin settings by selecting a prfile frm the drp-dwn list r creating a new prfile. Click View t see detailed infrmatin abut yur selected prfile. Click Next when yu are finished. The Schedule page appears. 3. Schedule Cnfigure the schedule t set the time t restre the cntent: Schedule Selectin Chse Restre immediately after wizard finishes t run the plan immediately, r chse Cnfigure the schedule myself t cnfigure a custmized schedule Descriptin Optinally enter a descriptin f the restre plan in the text bx. Click Finish t run the restre immediately (if yu selected Restre immediately after wizard finishes) r click Next t advance t the Overview page (if yu selected Cnfigure the schedule myself). 4. Overview Review and edit the plan selectins. T make changes, click Edit t the right f a heading rw t g t the crrespnding setting page, allwing yu t edit the cnfiguratin. Click Finish when yu are dne. The plan is nw listed in Plan Manager. 31

32 Restring a Site r Site Cllectin t the Target Newly-Created Site Cllectin T restre a site r site cllectin t the target newly-created site cllectin, cmplete the fllwing steps: 1. In the Data Selectin step f the Restre Wizard, select a site r site cllectin. Click Next when yu are finished. The Restre type page appears. 2. Restre Type Cnfigure the fllwing settings: Restre Type Select the Out f place restre radi buttn. Destinatin Click the farm URL t expand the destinatin data tree t the site cllectin level f the desired Web applicatin. Select the radi buttn besides the site cllectin, and then select the managed path fr this newly-created site cllectin and specify the site cllectin URL name if required. Figure 5: Select the managed path and specify the URL name. Click Create Cntainer t the right f the URL text bx. 3. On the Create Cntainer page, set the site cllectin settings fr the new site cllectin. Click OK when yu are finished cnfiguring the site setup. If successful, this newly-created site cllectin is listed under the specified Web applicatin. 4. Return t the Restre Wizard n the Restre Type page and select the new site cllectin as the destinatin. Cmplete the Restre Wizard accrding t the steps in the Out f Place Restre sectin. Restre t File System Restre t file system is used t restre the backed-up cntent directly t the file system. The farm, Web applicatin, site cllectin, site, and list/library levels will be restred as flders in the file system, and the dcument and attachment will be restred as files. Items cannt be restred. When restring t a file system, Granular Backup and Restre can write t the Net Share device. T restre t a file system, cmplete the fllwing steps: 1. Restre Type After cnfiguring the restre as described in the Cnfiguring and Running a Restre sectin, cnfigure the fllwing settings: Restre Type Select the Restre t file system radi buttn. Destinatin Enter the UNC path where yu want t restre the backup data in the Descriptin field. Then enter the Username (in the dmain\username frmat) and 32

33 Passwrd t set up access t the path that data will be written t and stred. Use the Validatin Test buttn t check the specified credentials. 2. Restre Settings Cnfigure the fllwing settings fr the restre: Cnflict Reslutin Define the cnflict reslutin behavir. If the SharePint bject name in the surce nde is the same name as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n the site cllectin, site, list, library, and flder level. Skip ignres the surce cntainer that has the same name as the destinatin ne, and d nt restre the surce cntainer. *Nte: A discussin bard item is cnsidered a flder, s it is restred as a cntainer. Cntent level cnflict reslutin Set the cnflict reslutin n the item/dcument level. Skip ignres the surce item/dcument that has the same item ID/dcument name as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same item ID/dcument name. Jb Reprt Specify the jb reprt type. Select Simplified t create a summary f cntent restred t SharePint, r select Detailed t get a full list f all bjects restred t SharePint at the cst f perfrmance. Ntificatin Select the Ntificatin prfile fr sending s. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Click Next when yu are finished. The Schedule page appears. 3. Schedule Cnfigure the schedule t set the time t restre the cntent: Schedule Selectin Chse Restre immediately after wizard finishes t run the plan immediately, r chse Cnfigure the schedule myself t cnfigure a custmized schedule. Descriptin Optinally enter a descriptin f the restre plan in the text bx. Click Finish t run the restre immediately (if yu selected Restre immediately after wizard finishes) r click Next t advance t the Overview page (if yu selected Cnfigure the schedule myself). 4. Overview Review and edit the plan selectins. T make changes, click Edit t the right f a heading rw t g t the crrespnding setting page, allwing yu t edit the cnfiguratin. Click Finish when yu are dne. The plan will run accrding t the cnfigured schedule. 33

34 Restring Data Backed Up by DcAve 5 Granular Backup and Restre allws yu t restre data that is backed up by DcAve 5. Yu must create a lgical device including the physical device where the DcAve 5 Granular Backup data is stred. Use this lgical device in a DcAve 6 strage plicy and then imprt the backed-up data t DcAve 6. Fr details n mapping and imprting, refer t DcAve 6 Cntrl Panel Reference Guide. After imprting the data t DcAve 6, yu can cnfigure and run a restre by fllwing the Cnfiguring and Running a Restre prcedure. 34

35 Checking a Jb Status Granular Backup and Restre cntains a Jb Mnitr buttn that allws users t view the status f plans within the mdule. This feature is useful fr mnitring jbs r trubleshting fr errrs. Refer t the DcAve 6 Jb Mnitr Reference Guide fr mre infrmatin. 35

36 Additinal Optinal Cnfiguratins Refer t the sectins belw regarding additinal ptinal cnfiguratins in Granular Backup and Restre. Predefined Schemes In rder t run the backup jb n a schedule, yu must first cnfigure a predefined scheme. In the Predefined Scheme windw yu can view the default Weekly Scheme and the Bi-Weekly Scheme. Use these tw default schemes r create a new scheme as required. T set up a new predefined scheme, cmplete the fllwing steps: 1. Select the Backup tab in the Granular Backup and Restre user interface, then click Predefined Scheme n the ribbn. The Predefined Scheme windw appears. 2. Click Create in the Manage grup n the ribbn. 3. Name Enter a name int the Predefined Scheme text bx, and add an ptinal Descriptin. 4. Schedule Settings Click Add Schedule t set up a schedule. The Add Schedule tab appears. 5. Optins Select a backup type frm the drp-dwn list. Fr mre infrmatin, refer t the Overview f Backup Types sectin. Full Backup A full backup f the selected surce. Incremental Backup A partial backup; backs up nly the data that has been added since the last backup (whether it s full, incremental, r differential). Differential Backup A partial backup; backs up nly the data that has been added since the last full backup. *Nte: Frequent cnsecutive differential backups have a tendency t repeatedly back up the same data, which fills disk space quickly. Fr best results when cnducting high frequency backups, it is recmmended that yu use incremental backups. Incremental backups save time and strage space by backing up nly the differences between incremental backups r an incremental backup and a full backup, instead f backing up the entire surce lcatin. 6. Type Select the interval at which the backup ccurs: By hur, By day, By week, r By mnth. 7. Schedule Settings Set up the frequency fr the scheduled backup jb. If yu select the type as By hur, By week, r By mnth, yu will have the ptin t check the Advanced settings checkbx t cnfigure mre settings fr the frequency. Fr mre infrmatin, see the Advanced Predefined Schedule Settings sectin belw. 8. Range f Recurrence Chse ne f the fllwing ptins t specify when t start and stp running the recurring schedule. N end date The jb is run n schedule all the time. End after ccurrence(s) The jb stps running after running the specified times. 36

37 End by The jb ends by the date yu specify. Advanced Predefined Scheme Settings The fllwing advanced settings are available fr cnfiguring a predefined scheme: By Hur Specify prductin time: Frm t Runs the backup jb n the specified prductin time. Select time belw Specify the time yu want t run the backup jb. T add several run jb time, click Add. By Week Run every week(s); On Specify the days f the week t run the plan n, and after hw many weeks t recur. By Mnth On day f Select the day and the mnth t run the backup jb. Fr example, specify this ptin as On day 3 f January, and the backup is run n 3rd January. Day f every mnth(s) Select the day and the mnth interval t run the backup jb. Fr example, specify this ptin as Day 3 f every 2 mnths, and the backup is run n the 3rd day f every tw mnths. The f every mnth(s) Select the time and the interval fr the backup jb. Fr example, set this ptin as The First Mnday f every 3 mnths, and the backup is run n the first Mnday every 3 mnths. The f Select the day and the mnth fr the backup jb. Fr example, set this ptin as The First Mnday f January, and the backup is run n the first Mnday f January. Outging Server Settings Granular Backup and Restre allws yu t cnfigure utging fr DcAve 6. Cnfiguring utging enables yu t track the status f services r jbs. This is dne thrugh the Cntrl Panel. Fr instructins n utging, refer t the DcAve 6 Cntrl Panel Reference Guide. 37

38 DcAve Granular Backup and Restre Use Case The fllwing use case applies the prcedures described in this guide t a real-wrld situatin. These use cases are intended t give the user an idea f when and why ne wuld use cmmn DcAve Granular Backup and Restre functinality. Nte that these situatins assume that the DcAve platfrm and applicable mdules have been installed successfully, and that the prerequisite cnditins are met (apprpriate permissins fr the Agent accunt, creatin f lgical devices, etc.). Cnfiguring a Successful Backup Plan As the head f IT, Je is respnsible fr backing up his cmpany s SharePint cntent. Traditinally, his cmpany wuld perfrm weekly backups f all SharePint cntent using SharePint s native backup functinality (thrugh SQL server). In additin t extremely lng backup windws, the backups led t enrmus strage requirements, as each full backup was almst a full terabyte f data. Further, the cmpany s RPO and RTO were unacceptably lng. This backup prcess sn became extremely expensive fr the cmpany and impractical fr Je t manage. Je s slutin is t implement the DcAve platfrm specifically, the Granular Backup and Restre mdule int the cmpany s backup prcess. Once the Granular Backup and Restre mdule is installed, Je gets t wrk n cnfiguring the backup plan. He first Cnfiguring Devices and Setting Up Strage Plicies. Then, frm within the Granular Backup and Restre user interface, Tim Selecting Farms and Ndes as the cntent he wants t back up. Being new t DcAve s prducts, he chses t develp a backup plan using Using Wizard Mde in Using the Plan Builder. Nw Je has t make a few imprtant decisins: What kind f backup shuld he schedule? What shuld the restre granularity level be? Hw ften shuld he schedule backups, and what time f day shuld they run? Shuld he cmpress the data? Like many DcAve users, Je chses t run Overview f Backup Types, backing up nly the data that changes between backup intervals. He chses Incremental backups because they prduce relatively small backup files, which make strage less expensive and recvery f lst data a quicker prcess. Je selects the Item granularity level because many departments update imprtant dcuments n SharePint n a daily basis, and Je wants the ability t restre nly ne item if needed. He decides t schedule these backups t run nightly during ff-prductin hurs s that the majrity f netwrk resurces can be dedicated t running the backup, thereby reducing the backup windw even further. Nte that Je culd have decided t run the backups during prductin hurs; he just wuld have had t emply a lightweight backup methdlgy (such as a lw cmpressin rate fr quicker backup and/r site cllectin r site restre granularity, which reduce backup time but at the expense f item granularity). Je s decisins helped imprve upn his cmpany s backup prcesses. By chsing t run Incremental backups, he is able t drastically reduce the required backup strage space and, in cmbinatin with scheduling the backups t run during ff-prductin hurs, he is able t reduce the backup windw. By chsing item granularity restre, Je ensures the lwest impact t the business in the event that he must recver lst r crrupt cntent. 38

39 Appendix A: Advanced Search Advanced Search prvides a quick methd t lcate specific bjects r data within each SharePint level (frm site cllectin level dwn t item level) t restre. Yu can use Advanced Search in the Timebased Restre methd. 1. On the Time-based Restre tab within the Data Selectin step f the Restre Wizard, select the bject level t specify the search scpe by clicking the bject name in the data tree. In the Search grup n the ribbn, click Advanced Search. The Advanced Search page appears. The SharePint bject levels that equals r lwer than the nes yu select in the backup tree are listed in the Level drp-dwn list. The value supprts wildcard (*). Using Advanced Search, yu can search: Level Rule Cnditin Value Result Site Cllectin URL Matches sitecllectin Searches fr the site cllectin whse URL matches sitecllectin. Equals ites/sitecllectina Searches fr the site cllectin whse URL equals na. Site URL Matches sitea Searches fr the site whse URL matches sitea. Equals ites/sitecllectina /sitea Searches fr the site whse URL equals sitecllectina/sitea. Site Title Matches A Searches fr the site whse title matches A. Equals sitea Searches fr the site whse title equals sitea. List Name Matches A Searches fr the list whse name matches A. Equals lista Searches fr the list whse name equals lista. Flder Name Matches A Searches fr the flder whse name matches A. Equals fldera Searches fr the flder whse name equals fldera. Item Title Matches A Searches fr the item whse title matches A. Equals itema Searches fr the item whse title equals itema. Attribute Matches A Searches fr the item whse attribute matches A. 39

40 Level Rule Cnditin Value Result Equals usera Searches fr usera as ne f the attributes f the item. Dcument Attachment Dcument Name and Extensin Matches A Searches fr the dcuments whse dcument name and extensin match A. Equals filea.dc Searches fr the dcuments whse dcument name and extensin equal filea.dc. Attribute Matches A Searches fr the dcument whse attribute matches A. Equals usera Searches fr dcuments whse attribute equal usera. Dcument Name and Extensin Matches A Searches fr the attachment whse dcument name and extensin match A. Equals attachmenta.dc Searches fr the attachment whse dcument name and extensin equal attachmenta.dc. Click Add t add a new filter cnditin. Change the lgical relatinship between the filter rules by clicking the lgic icn after the rule. There are tw lgics nw: And and Or. The default lgic is And. And The cntent that meets all the rules is searched ut. Or The cntent that meets ne f the rules is searched ut. 2. Under the Basic Filter Cnditins tab, view the search rules lgical relatinship. Click Search t execute the search peratin. The search results display under the Search Result tab. View the search results in Tree View r List View by clicking the crrespnding icns under the Search Result tab. 40

41 Appendix B: and Unsupprted Web Parts The fllwing table lists the web parts that are supprted/unsupprted t be backed up/restred by Granular Backup and Restre. Web Part Supprt Status Business Data Business Data Actins Business Data Cnnectivity Filter Business Data Item Business Data Item Builder Business Data List Chart Web Part Excel Web Access Indicatr Details Status List Visi Web Access Cntent Rllup Categries Cntent Query Relevant Dcuments RSS Viewer Site Aggregatr Sites in Categry Summary Links Table Of Cntents Web Analytics Web Part WSRP Viewer XML Viewer Filters Apply Filters Buttn Chice Filter Current User Filter Date Filter Page Filed Filter Query String(URL) Filter SharePint List Filter Text Filter Frms HTML Frm Web Part InfPath Frm Web Part Media and Cntent Cntent Editr Image Viewer Media Web Part Page Viewer Picture Lib Slideshw Web Part Outlk Web App My Calendar My cntacts My Inbx My Mail Flder 41

42 Web Part Supprt Status My Tasks Scial Cllabratin Cntact Details Nte Bard Organizatin Brwser Site Users Tag Clud User Tasks 42

43 Appendix C: and Unsupprted Features fr SharePint Online The fllwing table lists the supprted and unsupprted features fr SharePint 2010/2013 Online in Granular Backup and Restre. and Unsupprted Features fr SharePint 2010 Online The fllwing table lists the supprted and unsupprted features fr SharePint 2010 Online in Granular Backup and Restre. Backup The fllwing table prvides a list f supprted and unsupprted features when perfrming a backup jb. Functinality Name Supprt Status Ad Hc Backup Plan Builder Wizard Mde Frm Mde Strage Plicy Filter Plicy Predefined Scheme Schedule Selectin N Schedule Select a predefined scheme Cnfigure the schedule myself Granular Restre Level Item Site Unsupprted Site Cllectin Unsupprted User Prfile Unsupprted Wrkflw Unsupprted Data Cmpressin SharePint Agent Media Service Data Encryptin SharePint Agent Media Service Security Prfile Agent Grup Ntificatin Assciated Plan Grup Backup Type Full Incremental Differential Jb Reprt Simplified Details 43

44 Restre The fllwing table prvides a list f supprted and unsupprted features when perfrming a restre jb. Functinality Name Time-based restre Restre Methd Object-based restre Plan Filter Filter By Jb Filter Time Range Restre Equals Object Level Match Object Search Cnditin Time Range Advanced Search Lcate Glbal Setting fr Restring Glbal setting fr cntainer cnfiguratin Cntent, Prperty and Security Glbal setting fr cntent cnfiguratin In place restre Restre Type Out f place restre Restre t file system Agent Grup User Mapping Dmain Mapping Language Mapping Cntainer level cnflict reslutin Cnflict Reslutin Cntent level cnflict reslutin Include Recycle Bin Data Exclude User/Grup Withut Permissin Restre the item-dependent clumns and Item Depended Clumns and cntent types t maintain item integrity Cntent Types D nt restre item-dependent clumns and cntent types Ntificatin Simplified Jb Reprt Detailed Wrkflw Restre all versins Versin Settings Restre the latest _ versin(s) Restre immediately after wizard finishes Schedule Selectin Cnfigure the schedule myself Supprt Status Unsupprted Unsupprted Unsupprted 44

45 Plan Manager The fllwing table prvides a list f supprted and unsupprted features in Plan Manager. View Details Edit Delete Plan Grup Test Run Run Nw Functinality Name Supprt Status and Unsupprted Features fr SharePint 2013 Online The fllwing table prvides a list f supprted and unsupprted features fr SharePint 2013 Online in Granular Backup and Restre. Backup The fllwing table prvides a list f supprted and unsupprted features when perfrming a backup jb. Functinality Name Supprt Status Ad Hc Backup Plan Builder Wizard Mde Frm Mde Tree Mde Display backup jbs in the calendar view Search SharePint bjects n the Scpe pane View cntent in list/flder Strage Plicy Filter Plicy Predefined Scheme Schedule N Schedule Select a predefined scheme Cnfigure the schedule myself Granular Restre Level Item Site Unsupprted Site Cllectin Unsupprted User Prfile Unsupprted Wrkflw Definitin Unsupprted Instance Unsupprted Data Cmpressin SharePint Agent Media Service Data Encryptin SharePint Agent Media Service 45

46 Functinality Name Supprt Status Retentin Rule Security Prfile Agent Grup Ntificatin Assciated Plan Grup Backup Type Full Incremental Differential Restre The fllwing table prvides a list f supprted and unsupprted features when perfrming a restre jb. Functinality Name Supprt Status Restre Methd Time-based restre Object-based restre Plan Filter Filter By Jb Filter Time Range Restre Object Level Object Search Cnditin Equals Match Time Range Display backup jbs in the calendar view View the backup jb settings View cntent in list/flder Advanced Search Site Cllectin Site List Flder Item Attachment Dcument In place restre Restre Type Out f place restre Restre t file system Restre Actin Attach surce site t destinatin site Attach surce site t destinatin site cllectin Attach surce list t destinatin site Merge surce list t destinatin site Preview Keep the metadata f the user that des nt exist in the destinatin Cnflict Reslutin Cntainer level cnflict reslutin Cntent level cnflict reslutin 46

47 Functinality Name Supprt Status Include Recycle Bin Data Unsupprted Exclude User/Grup Withut Permissin Unsupprted Restre the item-dependent clumns and cntent Item Depended types t maintain item integrity Clumns and Cntent D nt restre item-dependent clumns and cntent Types types Security Restre glbal security Only restre security Prperty Ntificatin Jb Reprt Simplified Detailed Wrkflw Unsupprted Versin Settings Restre all versins Restre the latest _ versin(s) Schedule Restre immediately after wizard finishes Cnfigure the schedule myself Plan Manager The fllwing table prvides a list f supprted and unsupprted features in Plan Manager. Functinality Name Supprt Status View Details Edit Delete Delete a single plan Delete a batch f plans Test Run Run Nw 47

48 Appendix D: Accessing Ht Key Mde In rder t wrk faster and imprve yur prductivity, DcAve supprts ht key mde fr yu t perfrm crrespnding actins quickly by nly using yur keybard. T access ht key mde frm the Granular Backup and Restre interface, press the key cmbinatin f Ctrl +Alt + Z n yur keybard. The fllwing table prvides a list f ht keys at the tp level. Each time yu want t g back t the tp level after accessing the interface f the lwer level, press Ctrl + Alt + Z n the keybard. Fr example, cntinue pressing B t jump t the Backup page f Granular Backup and Restre. Operatin Interface Backup B Restre R Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Ht Key Backup Page T access the Backup page by using ht keys in the Granular Backup and Restre interface, press the Ctrl + Alt + Z key cmbinatin, and then press B n the keybard. The fllwing table prvides a list f ht keys fr the functinalities n the ribbn f the Backup page. Fr example, cntinue pressing A t jump t the Ad Hc Backup interface. Functinality Name and Ht Key Ad Hc Backup A Ad Hc Backup A Run Nw R Cancel C Default Settings D OK O Cancel C Plan Builder P Wizard Mde W Back B Next N Finish F Cancel C Frm Mde F OK O Cancel C Strage Plicy S Filter Plicy F 48

49 Functinality Name and Ht Key Predefined Scheme H Create N OK O Back B Edit E Save S Save As A Cancel C Delete D Clse X Jb Mnitr J Restre Page T access the Restre page by using ht keys in the Granular Backup and Restre interface, press the Ctrl + Alt + Z key cmbinatin, and then press R n the keybard. The fllwing table prvides a list f ht keys fr the functinalities n the ribbn f the Restre page. Fr example, cntinue pressing D t jump t the Dmain Mapping interface. Restre Dmain Mapping User Mapping Language Mapping Jb Mnitr Restre Wizard R D U L J Functinality Name and Ht Key Functinality Name and Ht Key Restre R Filter FL Clear CL Create Cntainer CC OK O Cancel C Advanced Search A Search S Cancel C Lcate L Back B Next N Finish F Cancel C 49

50 Plan Manager Page T access the Plan Manager page by using ht keys in the Granular Backup and Restre interface, press the Ctrl + Alt + Z key cmbinatin, and then press P n the keybard. The fllwing table prvides a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V t jump t the View Details interface. View Details Edit Delete Test Run Run Nw V E D T R Functinality Name and Ht Key Save and Run Nw Save S Save Edit E Save As A Cancel C Clse C Save S Save and Run Nw R Save S Save As A Cancel C OK O Cancel C OK O Cancel C R S 50

51 Appendix E: Custmizatin Supprt Table means the restre is at this level and a blank area means the restre is Nt at this level. Restre Level/ What t Restre Restre with Specified Granularity Site Cllectin Level Site Level Item Level Nte What t Select When Restring Site Cllectins Sites 51

52 Restre Level/ What t Restre Restre with Specified Granularity Site Cllectin Level Site Level Item Level Nte What t Select When Restring Lists Libraries 52

53 Restre Level/ What t Restre Restre with Specified Granularity Site Cllectin Level Site Level Item Level Nte What t Select When Restring Flders Items, Dcuments, and Attachments Cntent Types The cntent types can be restred tgether with the site cllectin/site/list/library. N/A 53

54 Restre Level/ What t Restre User Prfiles Restre with Specified Granularity Site Cllectin Level Site Level Item Level SharePint Wrkflws SharePint Designer Custmizatins Web Parts Lists and items with Managed Metadata Nte If yu want t restre the user prfiles, yu must select the SharePint bject that is assciated with the user prfile n the backup tree, and check the checkbx in frnt f Include user prfile. Make sure the User Prfile Service is started n the destinatin. Fr the Item Level, if yu want t restre the wrkflw, yu must select the SharePint bject that is assciated with the wrkflw n the tree, and check the checkbx in frnt f Include wrkflw definitin/include wrkflw instance. Fr mre infrmatin, refer t Wrkflw Restre Ntes. The custmizatins can be restred tgether with the selected cntents. The web parts can be restred tgether with the selected cntent. If yu want t restre an item that uses the managed metadata term sets, make sure the Managed Metadata Service is started n the What t Select When Restring N/A N/A N/A 54

55 Restre Level/ What t Restre Sites with Custm Templates Restre with Specified Granularity Site Cllectin Level Site Level Item Level Nte destinatin. If yu want t restre the term sets, use the Item Level and make sure the Managed Metadata Service is started n the destinatin. If the custm template is generated frm the SharePint built-in site templates, typically frm Save site as template, it will be restred tgether with the site. If the custm template is written by the custmer, it may nt be usable after a Granular Restre jb. Because the develpment varies frm each ther and the template is specially designed t realize the custmers requirements. What t Select When Restring N/A 55

56 Wrkflw Restre Ntes T restre the wrkflw definitin and instance, yu must select the related checkbxes in Wrkflw when perfrming a restre jb. Yu must select Replace r Merger fr Cntainer level cnflict reslutin. Figure 6: Select the related ptins. Wrkflw Definitin The user-created wrkflw definitin in the site, list, r library. SharePint built-in wrkflws, wrkflws defined by SharePint Designer, and wrkflws defined by Nintex are supprted. Wrkflws defined by Visi Studi are nt supprted. Wrkflw Instance The item instance created upn the triggering f a wrkflw definitin. This includes the wrkflw state, wrkflw histry, and wrkflw tasks. In rder t restre the wrkflw definitin and wrkflw instance crrectly, the fllwing requirements must be met: The wrkflw definitin must be restred t the destinatin farm befre restring the wrkflw instance. The wrkflw feature must be enabled befre yu restre the wrkflw definitin and wrkflw instance. *Nte: All wrkflw instances whse status was In Prgress when backed up will be Cancelled when restred t the destinatin. 56

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