DocAve Granular Backup and Restore for SharePoint 2010 and SharePoint 2013 ensures resiliency of service in the event of a disaster and quickly recovers lost or corrupted content with database or granular restores.

Granular Backup and Restore offers full, incremental, and differential backup capabilities for SharePoint content, enabling the user to build backup plans and schedules that focus on frequent backup of high priority data, thereby improving backup operations and storage efficiency.

Complementary Products

Many products and product suites on the DocAve 6 platform work in conjunction with one another. The following products are recommended for use with Granular Backup and Restore:

• DocAve Platform Backup and Restore to back up the entire SharePoint environment, including farm-level components

• DocAve Replicator for SharePoint for copying SharePoint content within the same SharePoint farm or from one SharePoint farm to another

• DocAve Content Manager for SharePoint for restructuring or moving SharePoint content

• DocAve Report Center for SharePoint to examine pain points in the SharePoint infrastructure and report on SharePoint user behavior and changes

• DocAve Data Protection for setting backup and recovery points prior to adjusting SharePoint governance policies in this product

Submitting Documentation Feedback to AvePoint

AvePoint encourages customers to provide feedback regarding our product documentation. Click the following URL to access the Submit Your Feedback form on our website: http://www.avepoint.com/resources/documentation-feedback/?flush=1

DocAve 6: Granular Backup and Restore

Before You Begin

Refer to the sections for system and farm requirements that must be in place prior to installing and using Granular Backup and Restore.

Configuration

In order to use Granular Backup and Restore, the DocAve 6 platform must be installed and configured properly on your farm. Administrator will not function without DocAve 6 present on the farm.

Agents

DocAve Agents are responsible for running DocAve jobs and interacting with the SharePoint object model. DocAve Agents enable DocAve Manager to communicate with the respective servers, allowing for Granular Backup and Restore commands to function properly.

*Note: The use of system resources on a server increases when the installed agent is performing actions. This may affect server performance. However, if the agent installed on a server is not being used, the use of system resources is very low; therefore, the effect on server performance is negligible.

For instructions on installing the DocAve Platform, DocAve Manager, and DocAve Agents, see the

DocAve 6 Installation Guide .

Licensing and Permissions

To install and use Granular Backup and Restore properly, ensure that the agent account has the required permissions. The permission requirements are the same when using SharePoint 2010 and SharePoint 2013.Local System Permissions: These permissions are automatically configured

by DocAve during installation. Refer to Local System Permissions for a list of the permissions

automatically configured upon installation. If there are no strict limitations within your organization on the permissions that can be applied, you can simply add the DocAve Agent

Account to the local Administrators group to apply all of the required permissions.

SharePoint Permissions: These permissions must be manually configured prior to using

DocAve 6 Granular Backup and Restore; they are not automatically configured.

• User is a member of the Farm Administrators group. Since Administrator works across farms and on all SharePoint settings and configurations, this account is needed in order to provide the best and most complete quality of service.

• Full control to all zones of all web applications via User Policy for Web Applications.

• User Profile Service Application: o Administrator with Full Control permission o User Personal Features o Create Personal Site

DocAve 6: Granular Backup and Restore

o Use Social Features

•

Managed Metadata Service: o Term Store Administrator o Administrator with Full Control permission

• Business Data Connectivity Service: Full Control

• Search Service: Full Control

SQL Permissions: These permissions must be manually configured prior to using DocAve 6

Granular Backup and Restore; they are not automatically configured.

• Member has a Database Role of db_owner for all the databases related to SharePoint, including Content Databases, Config Database, and Central Admin Database.

• dbcreator and securityadmin Server Roles to SQL server

Local System Permissions

The following Local System Permissions are automatically configured during DocAve 6 installation:

• User is a member of the following local groups: o IIS WPG (for IIS 6.0) or IIS IUSRS (for IIS 7.0) o Performance Monitor Users o DocAve Users (the group is created by DocAve automatically; it has the following permissions):



Full Control to the Registry of

HKEY_LOCAL_MACHINE\SOFTWARE\AvePoint\DocAve6



Full Control to the Registry of

HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\EventLog6



Full Control to the Communication Certificate



Permission of Log on as a batch job (navigate to: Control Panel > Administrative

Tools > Local Security Policy > Security Settings > Local Policies > User Rights

Assignment)



Full Control to the DocAve Agent installation directory

• Local Admin permission

DocAve 6: Granular Backup and Restore

Getting Started

SharePoint and the DocAve platform modules have common functionality. While some of this shared functionality is covered in this guide, the primary focus of this document is the functionality that is specific to the DocAve module.

For information on the shared functionality not covered in this document, refer to SharePoint Help.

Refer to the sections below for important information on getting started with Granular Backup and

Restore.

Launching Granular Backup and Restore

To launch Granular Backup and Restore and access its functionality, complete the following steps:

Log in to DocAve. If you are already in the software, click the DocAve tab. The DocAve tab displays all modules on the left side of the window.

From the DocAve tab, click Data Protection to view the backup modules.

Click Granular Backup & Restore to launch this module.

Figure 1: DocAve module launch window.

DocAve 6: Granular Backup and Restore

User Interface Overview

The Granular Backup and Restore user interface launches with the Backup tab active. This tab displays your farm environment and allows for quick access to a list of Granular Backup and Restore features.

Figure 2: Granular Backup and Restore user interface.

The SharePoint tree (in the Source panel) displays all content within your farm(s). Use this panel to select the content that you want to perform actions on. Selecting content often reveals new tabs and functionality on the ribbon.

The ribbon shows the available actions and wizards for the selected nodes. This content is dynamic; it will often change depending on what is selected in the SharePoint tree.

The workspace shows all form-based content that is used during the configuration of actions performed in DocAve products.

DocAve 6: Granular Backup and Restore

Selecting Farms and Nodes

To select farms and nodes, complete the following steps:

From the Source panel on the left, double-click the farm that contains the relevant SharePoint content.

Click the checkbox(es) to the left of the nodes to select the relevant content you want to work with.

After selecting content, you will be able to perform the procedures described throughout this guide.

Configuring Devices and Setting Up Storage Policies

In order to perform a backup job using Granular Backup and Restore, it is necessary to first configure one or more physical device(s) and then set up a storage policy.

When performing a backup job, Granular Backup and Restore can write to Net Share, FTP, TSM, EMC

Centera, Dell DX Storage, Caringo Storage, HDS Hitachi Content Platform, or Cloud Storage devices.

In addition, DocAve has the ability to treat multiple storage devices as a single logical unit when saving backup data. This feature is especially useful for very large backup plans, as many small drives can be combined. A logical drive must be defined before creating a backup plan.

For instructions on defining devices and setting up storage policies, refer to the DocAve 6 Control Panel

Reference Guide .

DocAve 6: Granular Backup and Restore

Performing a Backup

There are several ways to configure and perform a granular backup. Once you select the content you want, you can run backups using the following methods:

•

Using Ad Hoc Backup

•

Using the Plan Builder ( Using Wizard Mode

or Using Form Mode )

For more information regarding backup and recovery, refer to the Microsoft TechNet article “ Backup and recovery best practices (SharePoint Server 2010) ” and “ Backup and Restore (SharePoint 2013) ”. For

the elements in SharePoint 2013 that are supported to be backed up, refer to Elements Unsupported to

Be Backed Up in SharePoint 2013 .

Overview of Backup Types

When configuring a backup plan using the Using the Plan Builder

or Predefined Schemes , there are three

backup types you can specify to perform a backup job: Full, Incremental, or Differential.

The Full option backs up all of the selected data each time a backup is performed. This option requires the most storage space because, depending upon the size of your SharePoint environment, each backup file can be substantial in size. Unlike incremental and differential backups, all full backup files are independent of one another and do not have any dependencies on other back up data files. However, because each of the backups is comprehensive, full backup jobs take the longest to complete of the three available options.

The Incremental option backs up only the content that has been updated since the last backup, drastically reducing the size of the backup file created. The most common option, this backup requires less storage than a full or differential backup. Incremental backups reduce execution time, thereby allowing for shorter backup windows. It is important to note, however, that in order to recover all of the most recent SharePoint data from an incremental backup, all of the backup files must be available.

Consider each incremental backup file as a piece of the whole SharePoint environment. If one of these files is not available, the full SharePoint environment cannot be restored.

For example, the following four cylinders represent four backups and they are performed in this order–

Full Backup, Incremental Backup, Incremental Backup, Incremental Backup:

Figure 3: One Full backup followed by three Incremental backups.

DocAve 6: Granular Backup and Restore

The first Incremental Backup backs up the newly-added data in the blue period .

The second Incremental Backup backs up the newly-added data in the green period .

The third Incremental Backup backs up the newly-added data in the orange period .

Each time it runs, the Differential option backs up all content 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 order to recover all of the most recent SharePoint content, the first full backup file and latest differential backup file are required.

For example, the following four cylinders represent four backups and they are performed in this order –

Full Backup, Differential Backup, Differential Backup, Differential Backup:

Figure 4: One Full backup followed by three Incremental backups.

The first Differential Backup backs up the newly-added data in the blue period .

The second Differential Backup backs up the newly-added data in the green period .

The third Differential Backup backs up the newly-added data in the orange period .

Selecting Content to Back Up

There are two options to select the content to back up: Browse and Search.

To select the content, refer to the sections below.

Selecting Content by Search

For a large environment, use the search function to quickly locate the target content. To use the search function, complete the following steps:

Locate the Source panel on the left-hand side of the screen.

In the search field at the top of the Source tab, enter the characters from the SharePoint object

URL or name you want to search for.

Click the icon to start the search or wait a moment for it to start automatically. When the search is running, you can click the icon to stop the search, if needed.

Select the relevant object(s) that you want to back up by clicking the checkboxes to the left of the objects. You can select objects in one farm.

DocAve 6: Granular Backup and Restore

After selecting content, choose to perform either a backup using the

Using Ad Hoc Backup or a

backup using the Using the Plan Builder .

Selecting Content by Browse

To browse through the SharePoint farm objects, complete the following steps:

From the Source panel on the left, double-click the farm that contains the relevant SharePoint content. A list of objects appears beneath the farm entry.

Select the relevant object(s) that you want to back up by clicking the checkbox(es) to the left of the object. You can select object(s) in one farm.

After selecting content, choose to perform either a backup using the

Using Ad Hoc Backup or a

backup using the Using the Plan Builder . See the appropriate section below.

Understanding Ad Hoc Backup

An Ad Hoc Backup backs up the selected content immediately (without setting up a schedule) using the default settings, which need to be configured prior to running the backup.

*Note: An Ad Hoc backup is a back-end process, meaning that the job runs in the background. The user can continue to navigate through the user interface without having to first terminate the running job.

To use Ad Hoc Backup, you must first define the default settings, as described below.

Configuring Default Settings

To use Ad Hoc Backup, it is necessary to first configure the default settings. To configure default backup settings, complete the following steps:

After

Selecting Content to Back Up , click Ad Hoc Backup on the ribbon of the Backup tab.

Select Default Settings from the drop-down list. The Default Settings page appears.

Storage Policy – Select the storage policy for the backup data, or create a new storage policy in the Specify a storage policy drop-down list. For more information on working with storage policies, refer to the DocAve 6 Control Panel Reference Guide .

Filter Policy – Select a filter policy or create a new one to limit the scope of the backup job by making a selection from the drop-down list in the Filter Policy field. For more information on working with filter policies, refer to the DocAve 6 Control Panel Reference Guide .

*Note: When using the filter policy for backing up data stored in SharePoint 2010 Online and

SharePoint 2013 Online, the following two criteria are not supported:

• The Created By criterion on the Site level is not supported. The job using the Created By criterion on the Site level will be Finished with Exception. The information will be recorded in the job report.

DocAve 6: Granular Backup and Restore

• The Size criterion on the Attachment level is not supported. The job using the Size criterion on the Attachment level will be Finished. However, the Size criterion will not take effect.

User Profile – Select whether or not to Include user profile. This option decides if user profiles are going to be backed up with the security.

Workflow – Select how you want to manage the workflow in the source.

• Include workflow definition – Backs up only the definition of existing source workflows.

• Include workflow instance – Backs up definition and history of existing source workflows.

Data Compression – Select an optional data compression setting. Select the Compression checkbox to enable data compression, and then choose a compression level using the slider. A low compression level results in a faster compression rate but a larger data set, while a high compression level results in a slower compression rate but a smaller, better quality data set.

*Note: Small data sets cause slower backup and recovery times. Select whether to leverage

DocAve Media Server (Media Service) resources or SharePoint Server (SharePoint Agent) resources for compression.

Data Encryption – Select the Encryption checkbox (optional) to enable data encryption. Select whether to leverage DocAve Media Server (Media Service) resources or SharePoint Server

(SharePoint Agent) resources for encryption. Then, select a security profile or create a new one in the Security profile drop-down list to specify the encryption method for the encryption. For more information on working with security profiles, refer to the DocAve 6 Control Panel

Reference Guide .

*Note: Encrypting data causes slower backup and recovery times.

Notification – Select the e-mail Notification profile for sending the notification report. For more information on working with notification policies, refer to the DocAve 6 Control Panel Reference

Guide .

Using Ad Hoc Backup

In order to perform an Ad Hoc Backup, you must first configure the Configuring Default Settings .

To initiate an ad hoc backup, complete the following steps:

After

Selecting Content to Back Up , click Ad Hoc Backup on the ribbon of the Backup tab.

Select Ad Hoc Backup from the drop-down list. The Ad Hoc Backup page appears.

DocAve automatically loads your

Configuring Default Settings

into the Ad Hoc Backup page. Edit these settings as needed.

Click Run Now at the bottom of the window to start the backup job. View the job details in Job

Monitor.

DocAve 6: Granular Backup and Restore

Using the Plan Builder

Configuring Plan Builder is very similar to configuring the default settings for an Ad Hoc Backup. Use the

Plan Builder when you want to schedule a backup and define the type of backup (Full, Incremental, or

Differential) or when you want to use the Predefined Schemes feature.

*Note: A backup run with Plan Builder is a back-end process, meaning that the job runs in the background. The user can continue to navigate through the user interface without having to first cancel the running job.

To use the Plan Builder, complete the following steps:

After

Selecting Content to Back Up , click Plan Builder from the Backup tab.

From the drop-down menu, select

Using Wizard Mode for step-by-step guidance during

configuration, or select Using Form Mode (recommended for advanced users only).

See the section below applicable to your choice.

Using Wizard Mode

To configure a plan using Wizard Mode, complete the following steps:

*Note: A red asterisk ( * ) marked next to a field in the DocAve GUI indicates a mandatory field.

Plan Name – Enter a Plan Name and an optional Description, if desired. Click Next. The Storage

Policy page appears.

Storage Policy – Configure the following settings:

• Storage Policy – Select the storage policy for the backup data, or create a new storage policy in the Specify a storage policy drop-down list. For more information on working with storage policies, refer to the DocAve 6 Control Panel Reference Guide .

• Data Compression – If you want to enable data compression, you can optionally select the Compression checkbox, and then choose a compression level using the slider. A low compression level results in a faster compression rate but a larger data set, while a high compression level results in a slower compression rate but a smaller, better quality data set. Note that small data sets cause slower backup and recovery times. Select whether to leverage DocAve Media Server (Media Service) resources or SharePoint Server

(SharePoint Agent) resources for compression.

• Data Encryption – If you want to enable data encryption, you can optionally select the

Encryption checkbox. Select whether to leverage DocAve Media Server (Media Service) resources or SharePoint Server (SharePoint Agent) resources for encryption. Then, select a security profile or create a new one in the Security profile drop-down list to specify the encryption method for the encryption. For more information on working with security profiles, refer to the DocAve 6 Control Panel Reference Guide .

*Note: Encrypting data causes slower backup and recovery times.

DocAve 6: Granular Backup and Restore

Click Next when you are finished configuring the storage policy. The Schedule page appears.

Schedule – Select a scheduling option. Note that this field determines the type of backup (Full,

Incremental, or Differential) that will be run.

• No Schedule – Select this option to configure the job to not run on a schedule (the job must be manually initiated).

•

Select a Predefined Theme – Select this option to run the backup on a Predefined

Schemes .

• Configure the schedule myself – Select this option to configure a customized schedule, and run the backup job by schedule. Click Add Schedule to set up a schedule. The Add

Schedule window appears. In the Options section, select a backup type from the drop-

down list. For more information, see Overview of Backup Types .

o Full Backup – A full backup of the selected source. o Incremental Backup – A partial backup; backs up only the content that has been updated since the last backup, whether it’s Full, Incremental, or Differential. o Differential Backup – A partial backup; backs up only the data that has been added since the last full backup.

After configuring the schedule, click Calendar View to view the scheduled plans by day, week, or month.*Note: Frequent consecutive differential backups have a tendency to repeatedly back up the same data, which fills disk space quickly. For best results when conducting high frequency backups, it is recommended to use incremental backups.

Incremental backups save time and storage space by backing up only the differences between incremental backups or an incremental backup and a full backup, instead of backing up the entire source location.

Click Next when you are finished. The Restore Granularity Level appears.

Restore – Select a granularity level to restore: Item, Site, or Site Collection. Review the table to learn the pros, cons, and recommendations for each selection. Click Next when you are finished.

The Advanced page appears.

Advanced – Define the advanced settings:

• Agent Group – Select the agent group for the backup data or create a new agent group from the drop-down list. For more information on working with agent groups, refer to the DocAve 6 Control Panel Reference Guide .

• Filter Policy – Select a filter policy from the drop-down list or create a new policy to limit the scope of the backup job. For more information on working with filter policies, refer to the DocAve 6 Control Panel Reference Guide .

*Note: When using the filter policy for backing up data in SharePoint Online, the

Created By rule is not supported. The detailed information will be recorded in the job report.

DocAve 6: Granular Backup and Restore

• User Profile – Select the Include user profile checkbox if you want to back up the user profile with the security.

• Workflow – Select how you want to manage the workflow in the source. o Include workflow definition – Backs up only the definition of existing source workflows. o Include workflow instance – Backs up definition and history of existing source workflows.

• Notification – Select the e-mail Notification profile for sending e-mails. For more information on working with notification policies, refer to the DocAve 6 Control Panel

Reference Guide .

• Associated Plan Group – Select an associated plan group(s) or create a new plan group in the Associated plan group(s) drop-down list in order to make the plan run according to the selected plan group settings. For more information on plan groups, refer to the

DocAve 6 Control Panel Reference Guide.

When you are finished setting up notifications, click Next on the ribbon. The Overview screen appears.

Overview – Review and edit the plan selections. To make changes, click Edit to the right of the row. This links to the corresponding setting page, allowing you to edit the configuration.

Click Finish or Finish and Run Now on the lower-right section of the screen. The backup plan will now appear in Plan Manager.

Using Form Mode

Form Mode is intended for advanced users only. To configure a plan using Form Mode, complete the following steps:

*Note: A red asterisk ( * ) marked next to a field in the DocAve GUI indicates a mandatory field.

Plan Name – Enter a Plan Name and optional Description, if desired.

Storage Policy – Select a storage policy for the backup data or create a new one in the Specify a

storage policy drop-down list. For more information on working with storage policies, refer to the DocAve 6 Control Panel Reference Guide .

Schedule Selection – Select a scheduling option. *Note: This field determines the type of backup

(Full, Incremental, or Differential) that will be run.

• No Schedule – Select this option to configure the job to not run on a schedule (the job must be manually initiated).

•

Select a Predefined Theme – Select this option to run the backup on a

Predefined

Schemes .

• Configure the schedule myself – Select this option to configure a customized schedule, and run the backup job by schedule. Click Add Schedule to set up a schedule. The Add

DocAve 6: Granular Backup and Restore

Schedule window appears. In the Options section, select a backup type from the drop-

down list. For more information, see Overview of Backup Types .

o Full Backup – A full backup of the selected source. o Incremental Backup – A partial backup; backs up only the data that has been added since the last incremental or full backup. o Differential Backup – A partial backup; backs up only the data that has been added since the last full backup.

After configuring the schedule, click Calendar View to view the scheduled plans by day, week, or month.

*Note: Frequent consecutive differential backups have a tendency to repeatedly back up the same data, which fills disk space quickly. For best results when conducting high frequency backups, it is recommended to use incremental backups. Incremental backups save time and storage space by backing up only the differences between incremental backups or an incremental backup and a full backup, instead of backing up the entire source location.

Restore Granularity Level – Select a granularity level to restore: Item, Site, or Site Collection.

Filter Policy – Select a Filter Policy to limit the scope of the backup job. For more information on working with filter policies, refer to the DocAve 6 Control Panel Reference Guide .

*Note: When using the filter policy for backing up data in SharePoint Online, the Created By rule is not supported. The detailed information will be recorded in the job report.

When you are finished, click OK and Run Now to run the job immediately, or click Advanced to configure additional options.

Advanced – Configure the following additional options:

• User Profile – Select the Include user profile checkbox if you want to back up the user profile with the security.

(SharePoint Agent) resources for compression.

DocAve 6: Granular Backup and Restore

• Data Encryption – If you want to enable data encryption, you can optionally select the

Encryption checkbox. Note that encrypting data causes slower backup and recovery times. Select whether to leverage DocAve Media Server (Media Service) resources or

SharePoint Server (SharePoint Agent) resources for encryption. Then, select a security profile or create a new one in the Security profile drop-down list to specify the encryption method for the encryption. For more information on working with security profiles, refer to the DocAve 6 Control Panel Reference Guide .

• Notification – Select the e-mail Notification profile for sending e-mails. For more information on working with notification policies, refer to the DocAve 6 Control Panel

Reference Guide .

DocAve 6 Control Panel Reference Guide.

Click OK or OK and Run Now on the lower-right section of the screen. The backup plan is now listed in Plan Manager.

Elements Unsupported to Be Backed Up in SharePoint 2013

The following elements in SharePoint 2013, including SharePoint objects, settings, data, etc. are not supported to be backed up by Granular Backup and Restore:

Element Description

Managed Navigation When selecting the Managed Navigation option, the settings of the navigation items represented by using the Managed Metadata term set cannot be backed up.

App Site When installing an app, the app code will be installed on a separate site. This separate site cannot be viewed on the tree and will not be backed up.

Performing a Restore

A granular restore can be performed only on data backed up using DocAve’s Granular Backup and

Restore. The three restore types are:

•

In place restore – Restores the selected backed-up data to its original location in SharePoint.

• Out of place restore – Restores the data to a location in SharePoint other than the original location.

• Restore to file system – Restores the selected backed-up content directly to a file system.

DocAve 6: Granular Backup and Restore

Defining General Settings

Before performing a restore, you may want to define the following general settings: User Mapping,

Domain Mapping, and Language Mapping.

User Mapping

In User Mapping settings, you can create rules that replace (in metadata fields) existing usernames in the source node with existing usernames in the destination node.

To access User Mapping, click the Restore tab in Granular Backup and Restore, and then click User

Mapping on the ribbon. The Control Panel page appears.

For specific instructions on setting up user mapping, refer to the DocAve 6 Control Panel Reference

Guide .

Domain Mapping

In Domain Mapping settings, you can create rules that replace (in metadata fields) a domain name in the source with a domain name in the destination.

To access Domain Mapping, click the Restore tab in Granular Backup and Restore, and then click

Domain Mapping. The Control Panel page appears.

For specific instructions on setting up domain mapping, refer to the DocAve 6 Control Panel Reference

Guide .

Language Mapping

In Language Mapping settings, you can display a destination node in a different language than the source node language.

To access Language Mapping, click the Restore tab in Granular Backup and Restore, and then click

Language Mapping. The Control Panel page appears.

For specific instructions on setting up language mapping, refer to the DocAve 6 Control Panel Reference

Guide .

Configuring and Running a Restore

To configure a restore, choose a restore method first to quickly search and select the backed-up data.

After the selection, specify a restore type to choose the location for restoring the selected data. Then complete other general settings, such as the job report settings, notification settings, and the schedule

DocAve 6: Granular Backup and Restore

settings. Follow the instructions in the sections below to select the backed-up data for restore, and then proceed to the applicable section below depending on the desired restore type for instructions.

Selecting Backed-up Data to Restore

Two restore methods are provided to select the backed-up data for restoring: Time-based restore and

Object-based restore. Use a Time-based restore to select a backup job on the calendar, and then select objects to restore the backed-up data. Use an Object-based restore to restore the backed-up data by selecting the specific object and selecting which backup job to restore it from. Refer to the sections below for details.

Time-Based Restore

Time-based restore is designed to find the backed-up jobs first, and then select the objects to restore the backed-up data. Complete the following steps to configure a time-based restore:

On the Restore tab in Granular Backup and Restore, click Restore on the ribbon. The Restore

Method page appears.

Restore Method – Select the Time-based restore radio button, and then click Next. The Job

Selection page appears. You can also click the Start with Time-based Restore link on the

Restore page to access the Job Selection page.

Job Selection – The jobs with a Full backup type that have been completed within the last 7 days are available in the calendar. Click Day, Week, or Month in the top-right corner of the calendar to change the view to see all available jobs. Click the left and right arrows beside the date on the top-left of the calendar to move forward or backward. Select the backup job that you want to restore. You can also configure settings in the Filter By field to limit the scope of the backup job.

• Plan Filter – Filter the backup job by plan information. You can filter the backup plan in the Plan Filter drop-down list by farm, plan name, and restore granularity level of the plan by selecting corresponding check box in the drop-down list. The logical relationship between the filter rules is AND. By default, all jobs are displayed.

• Job Filter – Filter the backup job by job information. Select the Backup Type in the Job

Filter drop-down list. If you check the Include job(s) with only partial backup data checkbox, any backup jobs that are stopped prior to completion are included in the backup. By default, Full is selected.

• Time Range – Filter the backup data by job completed time range. The All jobs selection lists all backup jobs whenever the job completed, while Job completed within filters the backup jobs which are completed in the specified time range. By default, Jobs

completed within Last 7 Days is selected.

After you finish configuring the Filter By drop-down lists, click the newly appeared Filter button.

All the backup jobs that meet the filter rule(s) are listed in the calendar. Click the Reset link, and then the jobs with a Full backup type that have been completed within the last 7 days are available in the calendar.

When you are finished, click Next. The Data Selection page appears.

DocAve 6: Granular Backup and Restore

Data Selection – For the item restore granularity level, you can configure the Global Setting for

Restoring Content, Property and Security when you want to only restore the security and/or the property.

*Note: If you specify the global settings, you cannot configure the property and security settings again for each selected object level. If you do not specify the global settings, you can configure the Property and Security settings for each selected object level when you select objects in the tree at the site collection level and lower (see tables below).

• Global Setting for Restoring Content, Property and Security – Define global settings for restoring security and/or property settings: o Container Selection – Select the Global setting for container configuration checkbox to enable the container’s global settings.



Restore container – Select this option to restore the container.

Additionally, select the Security checkbox if you want to restore the container’s security settings, and/or select the Property checkbox if you want to restore the container’s property settings.



Only restore security – Select this option to only restore the container’s security settings. o Content Selection – Select the Global setting for content configuration checkbox to enable the content’s global settings.



Restore content – Select this option to restore the content. Additionally, select the Security checkbox if you want to restore the content’s security settings.



Only restore security – Select this option to only restore the content’s security.

• Backup Data – Select the backed-up data to be restored. There is a checkbox corresponding to each level on the backup tree, which is unchecked by default. Check

Select All to select all backup data to restore.

*Note: You can browse through the backup data by clicking on objects to navigate through the tree. Click a root site to expand the tree to display folders/lists and content located directly on the top site of the site collection. o Click Advanced Search on the ribbon to filter out specific objects or data within each SharePoint level.

*Note: The search results can display at most 1000 nodes of the specific object

level. For more information, refer to Appendix A: Advanced Search .

o To restore data at different levels, refer to the following table:

Restore Level Step

Restoring a site collection 1.

Navigate to the site collection and expand its data tree.

DocAve 6: Granular Backup and Restore

Restore Level

Restoring a site

Step

Check the checkbox next to the site collection. All of the site collection contents are selected.

Navigate to the site.

Check the checkbox next to the site to select the site and its contents.

Navigate to the list/library.

Check the checkbox next to the list/library to select the list/library and its contents.

Restoring a list/library

*Note: The user version of user information lists is not supported.

Restoring a file/ item 1.

Navigate to the root folder of the library/list which contains the file/ item.

Click Items.

In the pop-up window, check the corresponding checkbox next to the file/item located in the pop-up window. o If you did not configure the Global Setting for Restoring Content, Property and

Security fields, you can specify whether to also restore the Security and

Property settings by selecting the applicable checkboxes next to any backup level in the tree.

Type

Security

Property

SharePoint

Object

Site Collection

Site

List

Attributes of the SharePoint object that

Belong to the Specified Type

Users and groups of the site collection

Mappings of the users and their permissions, permission levels, groups, users

Mappings of the users and their permissions, users, groups

Folder/Item/File Mappings of the users and their permissions, users, groups

Site Collection

Site

Basic information used to create the site collection, other information of the site collection, site features

Basic information used to create the site, other information of the site, site columns, site content types, navigation, site features, triggers for the users’ actions in the site

Basic information used to create the list, other information of the list, list columns, list content types, triggers for the users’ actions in the list, alert

When finished, click Next. The Restore Type page appears. Refer to the Restore Type section to

proceed.

DocAve 6: Granular Backup and Restore

Object-Based Restore

The Object-based restore is aimed to first locate the specific SharePoint farm object, and then select which backup job to restore it from. Complete the following steps to configure an object-based restore:

On the Restore tab in Granular Backup and Restore, click Restore on the ribbon. The Restore

Method page appears.

Restore Method – Select the Object-based Restore radio button, and then click Next. The

Object Search page appears. You can also click the Start with Object-based Restore link on the

Restore page to access the Object Search page.

Object Search – Complete the following configurations:

• Restore Object Level – Select an object level from the Restore Object Level drop-down list. The following objects are supported: site collection, site, list, library, folder, item, document, and attachment.

• Condition – Select a condition rule and enter the required information in the text box.

Select Equals to find the object that equals to the entered condition, or select Matches to look for the object that contains the entered condition. For different object levels, you must enter different conditions in the text box. Refer to the table below for more information.

Object Level

Site Collection

Site

List

Library

Folder

Item

Document

Attachment

Condition

Site collection URL

Site title

List name

Library name

Folder name

Item title

Document name

Attachment name

• Backup Time Range – Specify the backup time range to limit the search scope in the

Time range drop-down list. You can select the backup jobs performed within the current week, the last week, the current month, the last month, or the customized time range.

When finished, click Next. The Data Selection page appears.

Data Selection – For the item restore granularity level, you can configure the Global Setting for

Restoring Content, Property and Security when you want to only restore the security and/or the property.

•

Global Setting for Restoring Content, Property and Security – Define global settings for restoring security and/or property settings:

DocAve 6: Granular Backup and Restore

o Container Selection – Select the Global setting for container configuration checkbox to enable the container’s global settings.



Restore container – Select this option to restore the container.



Restore content – Select this option to restore the content. Additionally, select the Security checkbox if you want to restore the content’s security settings.



Only restore security – Select this option to only restore the content’s security.

• Search Data – Select the object to be restored by expanding the tree within a specific farm and Web application. The radio button next to the object level is unselected by default. o You can click locate the object in this scope when it appears next to the

SharePoint object to quickly locate the search results.

*Note: The search results can display at most 1000 nodes of the specific object level. o For folder level and higher, click Jobs to select which backup job to restore it from. For item, document, and attachment levels, click Job Selection to select which backup job to restore it from. o After finding the object and the backed-up data you want to restore, you can change to the time-based restore mode by clicking the job ID. A tab named by the job ID appears next to the Search Data tab. Refer to the Backup Data

instructions in step 4 of the Time-Based Restore section to continue.

o If you did not configure the Global Setting for Restoring Content, Property and

Security fields, you can specify whether to also restore the Security and

Property settings by selecting the applicable checkboxes next to any backup level in the tree. When selecting the site level, an Include Sub-site under it checkbox appears which is used to include the site within the current selected site. For more information, refer to the table below.

Type

Security

SharePoint

Object

Attributes of the SharePoint object

that Belong to the Specified Type

Site Collection Users and groups of the site collection

Site Mappings of the users and their permissions, permission levels,

DocAve 6: Granular Backup and Restore

Type

Property

Include sub-site

SharePoint

Object

List

Attributes of the SharePoint object

that Belong to the Specified Type groups, users

Mappings of the users and their permissions, users, groups

Folder/Item/File Mappings of the users and their permissions, users, groups

Site Collection Basic information used to create the site collection, other information of the site collection, site features

Site

List

Folder

Site

Basic information used to create the site, other information of the site, site columns, site content types, navigation, site features, triggers for the users’ actions in the site

Basic information used to create the list, other information of the list, list columns, list content types, triggers for the users’ actions in the list, alert

Properties of the folder, alert

Sites included in the current selected site

When finished, click Next. The Restore Type page appears. Refer to Restore Type for

proceeding.

Restore Type

In Place Restore is designed to restore the selected backed-up data to its original location in SharePoint.

Out of Place Restore is used to restore the data to a location in SharePoint other than the original

location. Restore to File System is aimed to restore the selected backed-up content directly to a file

system.

In Place Restore

To use an in place restore to restore granularly back-up data to its original location in SharePoint, complete the following steps:

Restore Type – After configuring the restore as described in the previous

Time-Based Restore or

Object-Based Restore sections, configure the following settings:

• Restore Type – Select the In place restore radio button.

• Agent Group – Select an agent group from the drop-down list or create a new agent group. For more information on agent groups, see the DocAve 6 Control Panel

Reference Guide .

Click Next. The Restore Settings page appears.

DocAve 6: Granular Backup and Restore

Restore Settings – Configure the following settings for the restore:

• Conflict Resolution – Define the conflict resolution behavior. If the SharePoint object name in the source node is the same name as an existing object in the destination node, it is considered a conflict. o Container level conflict resolution – Set the conflict resolution on the site collection, site, list, library, and folder level.



Skip ignores the source container that has the same name as the destination one.



Merge combines the configuration of the source and destination container. If there is a conflict, the source overwrites the destination.



Replace deletes the destination container and then restores the source to the destination. If the selected container is a top-level site, DocAve empties the top-level site instead of deleting it and restores the source to the destination.

*Note: A discussion board item is considered a folder, so it is restored as a container. o Content level conflict resolution – Set the conflict resolution on the item level.



Skip ignores the source item/document that has the same item

ID/document name as the destination item/document.



Overwrite copies the source item/document to the destination by overwriting the destination item/document with same item

ID/document name.



Overwrite by Last Modified Time keeps the conflict item\document which has the latest modified time and overwrites the older one.



Append an Item/Document Named with a Suffix adds the conflict source item/document to the destination and adds a suffix to the end of the filename. The conflict destination item/document is not deleted.



Append a New Version adds the conflict source item/document to the destination as a new version of the conflict destination item/document.

• *Note: When the modified time of the conflict contents is the same, you can choose whether to skip content restoration. Refer to

SP2010GranularBackupRestore.cfg/SP2013GranularBackupRestore.cfg

for details.

Include Recycle Bin Data – Select Yes if you want DocAve to recover the contents from the site or site collection recycle bin; however, if there are items in the destination recycle bin with the same name as the source items, DocAve does not restore the data.

Select No if you want DocAve to include any recycle bin data. By default, Yes is selected.

*Note: This field only appears if you selected Skip in the Container level conflict

resolution drop-down list.

DocAve 6: Granular Backup and Restore

• Exclude User/Group Without Permission – Choose whether to exclude the user/group without permission for the plans by selecting Yes or No. If you select Yes, the user(s)/group(s) that have no permissions will not be restored. No is selected by default.

• Job Report – Specify the job report type. Select Simplified to create a summary of content restored to SharePoint, or select Detailed to get a full list of all objects restored to SharePoint at the cost of performance.

• Version Settings – Select the level of versions you want to restore. Choose Restore all

versions to restore all the versions of the backup data, or choose Restore the latest

version(s) to only restore the latest Major or Major and Minor versions of the backup data.

• Workflow – Decide how to recover SharePoint workflow data. Select Include workflow

definition to restore the definition of the source workflows to the SharePoint container.

Select Include workflow instance to restore the state, history, and tasks of each item.

*Note: All workflow instances whose status was In Progress when backing up will be

Canceled when restoring to the destination.

• Item Depended Columns and Content Types – Choose whether to restore itemdependent columns and content types.

*Note: If you did not select Property besides the selected node in the Data Selection step, and the dependent column or content type does not exist in the destination, then that column or content type will not be restored. If this is the case, use this option to restore them. o Restore the item-dependent columns and content types to maintain item

integrity – The item is restored and the dependent column or content type is created in the corresponding list/library. The item still uses the dependent column and content type. o Do not restore item-dependent columns and content types – The item dependent columns and dependent content types will not be restored. When selecting this option, make sure the dependent columns and content types exist in the destination. Otherwise, the item cannot be restored.

• Notification – Select the e-mail Notification profile. For more information on working with notification policies, refer to the DocAve 6 Control Panel Reference Guide.

Click Next when you are finished. The Schedule page appears.

Schedule – Configure the schedule to set the time to restore the content:

• Schedule Selection – Choose Restore immediately after wizard finishes to run the plan immediately, or choose Configure the schedule myself to configure a customized schedule

• Description – Optionally enter a description of the restore plan in the text box.

DocAve 6: Granular Backup and Restore

Click Finish to run the restore immediately (if you selected Restore immediately after wizard

finishes) or click Next to advance to the Overview page (if you selected Configure the schedule

myself).

Overview – Review and edit the plan selections. To make changes, click Edit to the right of a heading row to go to the corresponding setting page, allowing you to edit the configuration.

Click Finish when you are done. The plan is now listed in Plan Manager.

Out of Place Restore

To use an out of place restore to restore the backed-up data to another location in SharePoint other than the original location, complete the following steps:

Restore Type – After configuring the restore as described in the previous

Time-Based Restore or

Object-Based Restore sections, configure the following settings:

• Restore Type – Select the Out of place restore radio button.

• Destination – Select the destination container by clicking the farm URL to expand the destination data tree, then select the node where you want to restore the source data.

*Note: Make sure that the source node and the destination node are in the same version SharePoint. If the site in the backed up data is SharePoint 2010 Mode site, it can only be restored to the same mode site.

In the text box above the farm names, you can enter characters from a SharePoint object URL or name to search for the desired SharePoint object.

To restore a site or site collection to the target newly created site collection, refer to the

Restoring a Site or Site Collection to the Target Newly-Created Site Collection section.

• Agent Group – Select an agent group from the drop-down list. For more information on agent groups, see the DocAve 6 Control Panel Reference Guide .

• Action – If the source data you selected in the Data Selection field is at the site or list level, the Action field appears after selecting the Destination container. Select Attach to restore the contents as children beneath the selected node, or select Merge to add the contents to the destination node. Click Preview to see the impact on the tree structure.

• Settings – Select the drop-down lists for User mapping, Domain mapping, or Language

mapping to map to an existing user, domain, or language mapping, or create new mappings. For more information on mapping, refer to the DocAve 6 Control Panel

Reference Guide .

Click Next. The Restore Settings page appears.

Restore Settings – Configure the following settings for the restore:

DocAve 6: Granular Backup and Restore



Skip ignores the source container that has the same name as the destination one.



Merge combines the configuration of the source and destination container. If there is a conflict, the source overwrites the destination.



*Note: A discussion board item is considered a folder, so it is restored as a container. o Content level conflict resolution – Set the conflict resolution on the item/document level.



Skip ignores the source item/document that has the same item

ID/document name as the destination item/document.



Overwrite copies the source item/document to the destination by overwriting the destination item/document with same item

ID/document name.



Overwrite by Last Modified Time keeps the conflict item\document which has the latest modified time and overwrites the older one.



Append an Item/Document Named“_1” adds the conflict source item/document to the destination and adds “_1” to the end of the filename. The conflict destination item/document is not deleted.



Append a New Version adds the conflict source item/document to the destination as a new version of the conflict destination item/document.

• *Note: When the modified time of the conflict contents is the same, you can choose whether to skip content restoration. Refer to

SP2010GranularBackupRestore.cfg/SP2013GranularBackupRestore.cfg

for details.

Select No if you want DocAve to include any recycle bin data. By default, Yes is selected.

*Note: This field only appears if you selected Skip in the Container level conflict

resolution drop-down list.

DocAve 6: Granular Backup and Restore

• Version Settings – Select the level of versions you want to restore. Choose Restore all

versions to restore all the versions of the backup data, or choose Restore the latest

version(s) to only restore the latest Major or Major and Minor versions of the backup data.

• Workflow – Decide how to recover SharePoint workflow data. Select Include workflow

definition to restore the definition of the source workflows to the SharePoint container.

Select Include workflow instance to restore the state, history, and tasks of each item.

*Note: All workflow instances whose status was In Progress when backed up will be

Canceled when restored to the destination.

• Item Depended Columns and Content Types – Choose whether to restore itemdependent columns and content types.

• Notification – Configure the e-mail notification settings by selecting a profile from the drop-down list or creating a new profile. Click View to see detailed information about your selected profile.

Click Next when you are finished. The Schedule page appears.

Schedule – Configure the schedule to set the time to restore the content:

• Schedule Selection – Choose Restore immediately after wizard finishes to run the plan immediately, or choose Configure the schedule myself to configure a customized schedule

• Description – Optionally enter a description of the restore plan in the text box.

Click Finish to run the restore immediately (if you selected Restore immediately after wizard

finishes) or click Next to advance to the Overview page (if you selected Configure the schedule

myself).

Overview – Review and edit the plan selections. To make changes, click Edit to the right of a heading row to go to the corresponding setting page, allowing you to edit the configuration.

Click Finish when you are done. The plan is now listed in Plan Manager.

DocAve 6: Granular Backup and Restore

Restoring a Site or Site Collection to the Target Newly-Created Site Collection

To restore a site or site collection to the target newly-created site collection, complete the following steps:

In the Data Selection step of the Restore Wizard, select a site or site collection. Click Next when you are finished. The Restore type page appears.

Restore Type – Configure the following settings:

• Restore Type – Select the Out of place restore radio button.

• Destination – Click the farm URL to expand the destination data tree to the site collection level of the desired Web application. Select the radio button besides the site collection, and then select the managed path for this newly-created site collection and specify the site collection URL name if required.

Figure 5: Select the managed path and specify the URL name.

• Click Create Container to the right of the URL text box.

On the Create Container page, set the site collection settings for the new site collection. Click

OK when you are finished configuring the site setup. If successful, this newly-created site collection is listed under the specified Web application.

Return to the Restore Wizard on the Restore Type page and select the new site collection as the

destination. Complete the Restore Wizard according to the steps in the Out of Place Restore

section.

Restore to File System

Restore to file system is used to restore the backed-up content directly to the file system. The farm,

Web application, site collection, site, and list/library levels will be restored as folders in the file system, and the document and attachment will be restored as files. Items cannot be restored. When restoring to a file system, Granular Backup and Restore can write to the Net Share device. To restore to a file system, complete the following steps:

Restore Type – After configuring the restore as described in the

Configuring and Running a

Restore section, configure the following settings:

• Restore Type – Select the Restore to file system radio button.

• Destination – Enter the UNC path where you want to restore the backup data in the

Description field. Then enter the Username (in the domain\username format) and

DocAve 6: Granular Backup and Restore

Password to set up access to the path that data will be written to and stored. Use the

Validation Test button to check the specified credentials.

Restore Settings – Configure the following settings for the restore:



Skip ignores the source container that has the same name as the destination one, and do not restore the source container.

*Note: A discussion board item is considered a folder, so it is restored as a container. o Content level conflict resolution – Set the conflict resolution on the item/document level.



Skip ignores the source item/document that has the same item

ID/document name as the destination item/document.



Overwrite copies the source item/document to the destination by overwriting the destination item/document with same item

ID/document name.

• Notification – Select the e-mail Notification profile for sending e-mails. For more information on working with notification policies, refer to the DocAve 6 Control Panel

Reference Guide .

Click Next when you are finished. The Schedule page appears.

Schedule – Configure the schedule to set the time to restore the content:

• Schedule Selection – Choose Restore immediately after wizard finishes to run the plan immediately, or choose Configure the schedule myself to configure a customized schedule.

• Description – Optionally enter a description of the restore plan in the text box.

Click Finish to run the restore immediately (if you selected Restore immediately after wizard

finishes) or click Next to advance to the Overview page (if you selected Configure the schedule

myself).

Overview – Review and edit the plan selections. To make changes, click Edit to the right of a heading row to go to the corresponding setting page, allowing you to edit the configuration.

Click Finish when you are done. The plan will run according to the configured schedule.

DocAve 6: Granular Backup and Restore

Restoring Data Backed Up by DocAve 5

Granular Backup and Restore allows you to restore data that is backed up by DocAve 5. You must create a logical device including the physical device where the DocAve 5 Granular Backup data is stored. Use this logical device in a DocAve 6 storage policy and then import the backed-up data to DocAve 6. For details on mapping and importing, refer to DocAve 6 Control Panel Reference Guide.

After importing the data to DocAve 6, you can configure and run a restore by following the Configuring and Running a Restore procedure.

DocAve 6: Granular Backup and Restore

Checking a Job Status

Granular Backup and Restore contains a Job Monitor button that allows users to view the status of plans within the module. This feature is useful for monitoring jobs or troubleshooting for errors.

Refer to the DocAve 6 Job Monitor Reference Guide for more information.

DocAve 6: Granular Backup and Restore

Additional Optional Configurations

Refer to the sections below regarding additional optional configurations in Granular Backup and

Restore.

Predefined Schemes

In order to run the backup job on a schedule, you must first configure a predefined scheme. In the

Predefined Scheme window you can view the default Weekly Scheme and the Bi-Weekly Scheme. Use these two default schemes or create a new scheme as required. To set up a new predefined scheme, complete the following steps:

Select the Backup tab in the Granular Backup and Restore user interface, then click Predefined

Scheme on the ribbon. The Predefined Scheme window appears.

Click Create in the Manage group on the ribbon.

Name – Enter a name into the Predefined Scheme text box, and add an optional Description.

Schedule Settings – Click Add Schedule to set up a schedule. The Add Schedule tab appears.

Options – Select a backup type from the drop-down list. For more information, refer to the

Overview of Backup Types section.

• Full Backup – A full backup of the selected source.

• Incremental Backup – A partial backup; backs up only the data that has been added since the last backup (whether it’s full, incremental, or differential).

• Differential Backup – A partial backup; backs up only the data that has been added since the last full backup.

*Note: Frequent consecutive differential backups have a tendency to repeatedly back up the same data, which fills disk space quickly. For best results when conducting high frequency backups, it is recommended that you use incremental backups. Incremental backups save time and storage space by backing up only the differences between incremental backups or an incremental backup and a full backup, instead of backing up the entire source location.

Type – Select the interval at which the backup occurs: By hour, By day, By week, or By month.

Schedule Settings – Set up the frequency for the scheduled backup job. If you select the type as

By hour, By week, or By month, you will have the option to check the Advanced settings

checkbox to configure more settings for the frequency. For more information, see the Advanced

Predefined Schedule Settings section below.

Range of Recurrence – Choose one of the following options to specify when to start and stop running the recurring schedule.

• No end date – The job is run on schedule all the time.

• End after … occurrence(s) – The job stops running after running the specified times.

DocAve 6: Granular Backup and Restore

• End by – The job ends by the date you specify.

Advanced Predefined Scheme Settings

The following advanced settings are available for configuring a predefined scheme:

By Hour

• Specify production time: From … to … – Runs the backup job on the specified production time.

• Select time below – Specify the time you want to run the backup job. To add several run job time, click Add.

By Week

Run every … week(s); On … – Specify the days of the week to run the plan on, and after how many weeks to recur.

By Month

• On day … of … – Select the day and the month to run the backup job. For example, specify this option as On day 3 of January, and the backup is run on 3rd January.

• Day … of every …month(s) – Select the day and the month interval to run the backup job. For example, specify this option as Day 3 of every 2 months, and the backup is run on the 3rd day of every two months.

• The … … of every … month(s) – Select the time and the interval for the backup job. For example, set this option as The First Monday of every 3 months, and the backup is run on the first

Monday every 3 months.

• The … … of … – Select the day and the month for the backup job. For example, set this option as

The First Monday of January, and the backup is run on the first Monday of January.

Outgoing E-mail Server Settings

Granular Backup and Restore allows you to configure outgoing e-mail for DocAve 6. Configuring outgoing e-mail enables you to track the status of services or jobs. This is done through the Control

Panel.

For instructions on outgoing, refer to the DocAve 6 Control Panel Reference Guide .

DocAve 6: Granular Backup and Restore

DocAve Granular Backup and Restore Use Case

The following use case applies the procedures described in this guide to a real-world situation. These use cases are intended to give the user an idea of when and why one would use common DocAve

Granular Backup and Restore functionality. Note that these situations assume that the DocAve platform and applicable modules have been installed successfully, and that the prerequisite conditions are met

(appropriate permissions for the Agent account, creation of logical devices, etc.).

Configuring a Successful Backup Plan

As the head of IT, Joe is responsible for backing up his company’s SharePoint content. Traditionally, his company would perform weekly backups of all SharePoint content using SharePoint’s native backup functionality (through SQL server). In addition to extremely long backup windows, the backups led to enormous storage requirements, as each full backup was almost a full terabyte of data. Further, the company’s RPO and RTO were unacceptably long. This backup process soon became extremely expensive for the company and impractical for Joe to manage. Joe’s solution is to implement the DocAve platform – specifically, the Granular Backup and Restore module – into the company’s backup process.

Once the Granular Backup and Restore module is installed, Joe gets to work on configuring the backup

plan. He first Configuring Devices and Setting Up Storage Policies . Then, from within the Granular

Backup and Restore user interface, Tim Selecting Farms and Nodes as the content he wants to back up.

Being new to DocAve’s products, he chooses to develop a backup plan using Using Wizard Mode in

Using the Plan Builder . Now Joe has to make a few important decisions: What kind of backup should he

schedule? What should the restore granularity level be? How often should he schedule backups, and what time of day should they run? Should he compress the data?

Like many DocAve users, Joe chooses to run Overview of Backup Types , backing up only the data that

changes between backup intervals. He chooses Incremental backups because they produce relatively small backup files, which make storage less expensive and recovery of lost data a quicker process. Joe selects the Item granularity level because many departments update important documents on

SharePoint on a daily basis, and Joe wants the ability to restore only one item if needed. He decides to schedule these backups to run nightly during off-production hours so that the majority of network resources can be dedicated to running the backup, thereby reducing the backup window even further.

Note that Joe could have decided to run the backups during production hours; he just would have had to employ a lightweight backup methodology (such as a low compression rate for quicker backup and/or site collection or site restore granularity, which reduce backup time but at the expense of item granularity).

Joe’s decisions helped improve upon his company’s backup processes. By choosing to run Incremental backups, he is able to drastically reduce the required backup storage space and, in combination with scheduling the backups to run during off-production hours, he is able to reduce the backup window. By choosing item granularity restore, Joe ensures the lowest impact to the business in the event that he must recover lost or corrupt content.

DocAve 6: Granular Backup and Restore

Appendix A: Advanced Search

Advanced Search provides a quick method to locate specific objects or data within each SharePoint level

(from site collection level down to item level) to restore. You can use Advanced Search in the Timebased Restore method.

Site

List

On the Time-based Restore tab within the Data Selection step of the Restore Wizard, select the object level to specify the search scope by clicking the object name in the data tree.

• In the Search group on the ribbon, click Advanced Search. The Advanced Search page appears.

• The SharePoint object levels that equals or lower than the ones you select in the backup tree are listed in the Level drop-down list. The value supports wildcard (*). Using

Advanced Search, you can search:

Level

Site

Collection

Folder

Item

Rule

URL

Site Title

Name

Title

Attribute

Condition

Matches

Equals

Matches

Equals

Matches

Equals

Matches

Equals

Matches

Equals

Matches

Equals

Matches

Value

sitecollection http://test:20000/s ites/sitecollectionA siteA http://test:20000/s ites/sitecollectionA

/siteA

A siteA

A listA

A folderA

A itemA

Result

Searches for the site collection whose URL matches

sitecollection.

Searches for the site collection whose URL equals http://test:20000/sites/sitecollecti onA.

Searches for the site whose URL matches siteA.

Searches for the site whose URL equals http://test:20000/sites/ sitecollectionA/siteA.

Searches for the site whose title matches A.

Searches for the site whose title equals siteA.

Searches for the list whose name matches A.

Searches for the list whose name equals listA.

Searches for the folder whose name matches A.

Searches for the folder whose name equals folderA.

Searches for the item whose title matches A.

Searches for the item whose title equals itemA.

Searches for the item whose attribute matches A.

DocAve 6: Granular Backup and Restore

Level

Document

Attachment

Rule

Document

Name and

Extension

Attribute

Document

Name and

Extension

Condition

Equals

Matches

Equals

Matches

Equals

Matches

Equals userA

Value

fileA.doc

Result

Searches for userA as one of the attributes of the item.

Searches for the documents whose document name and extension match A.

Searches for the documents whose document name and extension equal fileA.doc.

Searches for the document whose attribute matches A. userA

Searches for documents whose attribute equal userA.

Searches for the attachment whose document name and extension match A. attachmentA.doc Searches for the attachment whose document name and extension equal attachmentA.doc.

• Click Add to add a new filter condition. Change the logical relationship between the filter rules by clicking the logic icon after the rule. There are two logics now: And and Or.

The default logic is And. o And – The content that meets all the rules is searched out. o Or – The content that meets one of the rules is searched out.

Under the Basic Filter Conditions tab, view the search rules logical relationship.

• Click Search to execute the search operation. The search results display under the

Search Result tab. View the search results in Tree View or List View by clicking the corresponding icons under the Search Result tab.

DocAve 6: Granular Backup and Restore

Appendix B: Supported and Unsupported Web Parts

The following table lists the web parts that are supported/unsupported to be backed up/restored by

Granular Backup and Restore.

Business Data

Content Rollup

Filters

Forms

Media and Content

Outlook Web App

Web Part

Business Data Actions

Business Data Connectivity Filter

Business Data Item

Business Data Item Builder

Business Data List

Chart Web Part

Excel Web Access

Indicator Details

Status List

Visio Web Access

Appendix C: Supported and Unsupported Features for

SharePoint Online

The following table lists the supported and unsupported features for SharePoint 2010/2013 Online in

Granular Backup and Restore.

Supported and Unsupported Features for SharePoint 2010 Online

The following table lists the supported and unsupported features for SharePoint 2010 Online in Granular

Backup and Restore.

Backup

The following table provides a list of supported and unsupported features when performing a backup job.

Ad Hoc Backup

Plan Builder

Storage Policy

Filter Policy

Predefined Scheme

Schedule Selection

Granular Restore Level

User Profile

Workflow

Data Compression

Data Encryption

Security Profile

Agent Group

Notification

Associated Plan Group

Backup Type

Job Report

Functionality Name

Wizard Mode

Form Mode

No Schedule

Select a predefined scheme

Configure the schedule myself

Item

Site

Site Collection

SharePoint Agent

Media Service

SharePoint Agent

Media Service

Full

Incremental

Differential

Simplified

Details

Support Status

Supported

Unsupported

Supported

DocAve 6: Granular Backup and Restore

Restore

The following table provides a list of supported and unsupported features when performing a restore job.

Restore Method

Filter By

Object Search

Restore

Object Level

Condition

Time Range

Advanced Search

Locate

Global Setting for Restoring

Content, Property and Security

Functionality Name

Time-based restore

Object-based restore

Plan Filter

Job Filter

Time Range

Equals

Match

Restore Type

Job Report

Global setting for container configuration

Global setting for content configuration

In place restore

Out of place restore

Restore to file system

Agent Group

User Mapping

Domain Mapping

Language Mapping

Conflict Resolution

Container level conflict resolution

Content level conflict resolution

Include Recycle Bin Data

Exclude User/Group Without Permission

Item Depended Columns and

Content Types

Notification

Restore the item-dependent columns and content types to maintain item integrity

Do not restore item-dependent columns and content types

Simplified

Detailed

Workflow

Version Settings

Schedule Selection

Restore all versions

Restore the latest _ version(s)

Restore immediately after wizard finishes

Configure the schedule myself

Support Status

Supported

Unsupported

Supported

Unsupported

Supported

DocAve 6: Granular Backup and Restore

Plan Manager

The following table provides a list of supported and unsupported features in Plan Manager.

View Details

Edit

Delete

Plan Group

Test Run

Run Now

Functionality Name

Support Status

Supported

Supported and Unsupported Features for SharePoint 2013 Online

The following table provides a list of supported and unsupported features for SharePoint 2013 Online in

Granular Backup and Restore.

Backup

The following table provides a list of supported and unsupported features when performing a backup job.

Functionality Name

Ad Hoc Backup

Plan Builder Wizard Mode

Form Mode

Tree Mode

Display backup jobs in the calendar view

Search SharePoint objects on the Scope pane

View content in list/folder

Storage Policy

Filter Policy

Predefined Scheme

Schedule

Granular Restore Level

No Schedule

Select a predefined scheme

Configure the schedule myself

Item

Site

Site Collection

User Profile

Workflow

Data Compression

Data Encryption

Definition

Instance

SharePoint Agent

Media Service

SharePoint Agent

Media Service

Support Status

Supported

Unsupported

Supported

DocAve 6: Granular Backup and Restore

Retention Rule

Security Profile

Agent Group

Notification

Associated Plan Group

Backup Type

Functionality Name

Full

Incremental

Differential

Restore Method

Filter By

Object Search

Advanced Search

Functionality Name

Time-based restore

Object-based restore

Plan Filter

Job Filter

Time Range

Restore Object Level

Condition

Equals

Match

Time Range

Display backup jobs in the calendar view

View the backup job settings

View content in list/folder

Site Collection

Site

List

Folder

Restore Type

Item

Attachment

Document

In place restore

Out of place restore

Restore to file system

Attach source site to destination site

Attach source site to destination site collection

Restore Action

Attach source list to destination site

Merge source list to destination site

Preview

Keep the metadata of the user that does not exist in the destination

Conflict Resolution

Container level conflict resolution

Content level conflict resolution

Support Status

Supported

Restore

The following table provides a list of supported and unsupported features when performing a restore job.

Supported

Support Status

Supported

DocAve 6: Granular Backup and Restore

Functionality Name

Include Recycle Bin Data

Exclude User/Group Without Permission

Item Depended

Columns and Content

Types

Security

Property

Notification

Restore the item-dependent columns and content types to maintain item integrity

Do not restore item-dependent columns and content types

Restore global security

Only restore security

Job Report

Simplified

Detailed

Workflow

Version Settings

Restore all versions

Schedule

Restore the latest _ version(s)

Restore immediately after wizard finishes

Configure the schedule myself

Support Status

Unsupported

Supported

Unsupported

Supported

Plan Manager

The following table provides a list of supported and unsupported features in Plan Manager.

View Details

Edit

Delete

Test Run

Run Now

Functionality Name

Delete a single plan

Delete a batch of plans

Support Status

Supported

DocAve 6: Granular Backup and Restore

Appendix D: Accessing Hot Key Mode

In order to work faster and improve your productivity, DocAve supports hot key mode for you to perform corresponding actions quickly by only using your keyboard. To access hot key mode from the

Granular Backup and Restore interface, press the key combination of Ctrl +Alt + Z on your keyboard.

The following table provides a list of hot keys at the top level. Each time you want to go back to the top level after accessing the interface of the lower level, press Ctrl + Alt + Z on the keyboard. For example, continue pressing B to jump to the Backup page of Granular Backup and Restore.

Operation Interface

Backup

Restore

Plan Manager

DocAve Home Page

DocAve Online Community

Control Panel

Job Monitor

Plan Group

Hot Key

Backup Page

To access the Backup page by using hot keys in the Granular Backup and Restore interface, press the Ctrl

+ Alt + Z key combination, and then press B on the keyboard.

The following table provides a list of hot keys for the functionalities on the ribbon of the Backup page.

For example, continue pressing A to jump to the Ad Hoc Backup interface.

Ad Hoc Backup A

Functionality Name and Hot Key

Ad Hoc Backup A

Plan Builder P

Default Settings

Wizard Mode

Form Mode

Run Now

Cancel

Back

Finish

Cancel

Storage Policy

Filter Policy

DocAve 6: Granular Backup and Restore

Predefined Scheme H

Functionality Name and Hot Key

Create N

Edit E

Back

Save

Save As

Cancel

Delete

Job Monitor J

Restore Page

To access the Restore page by using hot keys in the Granular Backup and Restore interface, press the

Ctrl + Alt + Z key combination, and then press R on the keyboard.

The following table provides a list of hot keys for the functionalities on the ribbon of the Restore page.

For example, continue pressing D to jump to the Domain Mapping interface.

Functionality Name and Hot Key

Restore

Domain Mapping

User Mapping

Language Mapping

Job Monitor

Restore Wizard

Restore R

Functionality Name and Hot Key

Filter

Clear

Create Container

Advanced Search A

Cancel

Locate

Back

Finish

Cancel

DocAve 6: Granular Backup and Restore

Plan Manager Page

To access the Plan Manager page by using hot keys in the Granular Backup and Restore interface, press the Ctrl + Alt + Z key combination, and then press P on the keyboard.

The following table provides a list of hot keys for the functionalities on the ribbon of the Plan Manager page. For example, continue pressing V to jump to the View Details interface.

View Details

Edit

Functionality Name and Hot Key

Save

Edit E

Save As A

Cancel C

Close C

Save S

Save and Run Now R

Save S

Save As

Cancel

Save and Run Now R

Save S

Delete

Test Run

Run Now

Cancel

DocAve 6: Granular Backup and Restore

Appendix E: Customization Support Table

√ means the restore is Supported at this level and a blank area means the restore is Not Supported at this level.

Restore Level/

What to Restore

Restore with Specified Granularity

Site

Collection

Level

Site

Level

Item Level

Note What to Select When Restoring

Site Collections √ √ √

Sites √ √

DocAve 6: Granular Backup and Restore

Restore Level/

What to Restore

Restore with Specified Granularity

Site

Collection

Level

Site

Level

Item Level

Lists √

Note What to Select When Restoring

Libraries √

DocAve 6: Granular Backup and Restore

Restore Level/

What to Restore

Restore with Specified Granularity

Site

Collection

Level

Site

Level

Item Level

Note What to Select When Restoring

Folders √

Items, Documents, and Attachments

Content Types √ √

√

• The content types can be restored together with the site collection/site/list/library.

DocAve 6: Granular Backup and Restore

N/A

Restore Level/

What to Restore

User Profiles

SharePoint Workflows

SharePoint Designer

Customizations

Web Parts

Lists and items with

Managed Metadata

Restore with Specified Granularity

Site

Collection

Level

Site

Level

Item Level

√

Note

• If you want to restore the user profiles, you must select the

SharePoint object that is associated with the user profile on the backup tree, and check the checkbox in front of Include user

profile.

• Make sure the User Profile Service is started on the destination.

• For the Item Level, if you want to restore the workflow, you must select the SharePoint object that is associated with the workflow on the tree, and check the checkbox in front of Include workflow

definition/Include workflow

instance.

• For more information, refer to

Workflow Restore Notes .

• The customizations can be restored together with the selected contents.

• The web parts can be restored together with the selected content.

• If you want to restore an item that uses the managed metadata term sets, make sure the Managed

Metadata Service is started on the

What to Select When Restoring

N/A

DocAve 6: Granular Backup and Restore

Restore Level/

What to Restore

Sites with Custom

Templates

Restore with Specified Granularity

Site

Collection

Level

Site

Level

Item Level

√ √ √

Note

destination.

• If you want to restore the term sets, use the Item Level and make sure the Managed Metadata

Service is started on the destination.

• If the custom template is generated from the SharePoint built-in site templates, typically from “Save site as template”, it will be restored together with the site.

• If the custom template is written by the customer, it may not be usable after a Granular Restore job. Because the development varies from each other and the template is specially designed to realize the customers’ requirements.

What to Select When Restoring

N/A

DocAve 6: Granular Backup and Restore

Workflow Restore Notes

To restore the workflow definition and instance, you must select the related checkboxes in Workflow when performing a restore job. You must select Replace or Merger for Container level conflict

resolution.

Figure 6: Select the related options.

• Workflow Definition ─ The user-created workflow definition in the site, list, or library.

SharePoint built-in workflows, workflows defined by SharePoint Designer, and workflows defined by Nintex are supported. Workflows defined by Visio Studio are not supported.

• Workflow Instance ─ The item instance created upon the triggering of a workflow definition.

This includes the workflow state, workflow history, and workflow tasks.

In order to restore the workflow definition and workflow instance correctly, the following requirements must be met:

• The workflow definition must be restored to the destination farm before restoring the workflow instance.

• The workflow feature must be enabled before you restore the workflow definition and workflow instance.

*Note: All workflow instances whose status was In Progress when backed up will be Cancelled when restored to the destination.

DocAve 6: Granular Backup and Restore

Restoring Workflow Definitions

If there is an existing destination workflow definition having the same name as the one in the source, then the backed-up workflow definition will be restored to the destination when selecting Replace; when selecting Merger, the backed-up workflow definition will not be restored.

Restoring Workflow Instances

If there is an existing destination workflow definition having the same name as the one in the source, the destination workflow instance will be deleted and the source workflow instance will be restored to the destination when selecting Replace; when selection Merge, the backed-up workflow definition and instance will not be restored.

If there is no workflow definition in the destination for the restored workflow instance, it is skipped and the corresponding information is recorded under the Configuration Details tab in Job Details.

Supported and Unsupported Workflows

View the support status of different types of workflows in SharePoint 2010 and SharePoint 2013.

SharePoint Version

SharePoint 2010

SharePoint 2013

Workflow Type

SharePoint Built-in Workflow

SharePoint Designer Workflow

Nintex Workflow 2010

Visual Studio Workflow

Visio Workflow

Azure Workflow

SharePoint Built-in Workflow

SharePoint Designer Workflow

Nintex Workflow 2010

Visual Studio Workflow

Visio Workflow

Azure Workflow

Support Status

Supported

Unsupported

Supported

Unsupported

DocAve 6: Granular Backup and Restore

Appendix F: Advanced Settings in Configuration Files

AgentCommonWrapperConfig.config

Configure the AgentCommonWrapperConfig.config file to specify whether to restore custom properties in the SharePoint property bag.

Go to the machines with DocAve Agent installed and open the …\AvePoint\DocAve6\Agent\bin directory to find the AgentCommonWrapperConfig.config file.

Restoring Specified Web Properties

Open the AgentCommonWrapperConfig.config file and find the WrapperCommon node. Within this node, find the <RestoredAllWebProperties>False</RestoredAllWebProperties> node and the

<SpecialWebPropertyNames></SpecialWebPropertyNames> node. These two nodes are added to the configuration file automatically when you first run a Granular Backup and Restore job.

• If you do not want to restore custom properties in the property bag, use the default False value.

When using the False value, you can also add the specific custom properties in the

SpecialWebPropertyNames node, and the custom properties you specified will be restored. Use a semicolon to separate the custom properties. For example,

<SpecialWebPropertyNames>property1; property 2; property3</SpecialWebPropertyNames>.

*Note: The build-in properties in property bag are all restored.

• If you want to restore all properties including the custom and build-in properties, change False to True. When using the True value, you can add the specific properties in the

SpecialWebPropertyNames node, and the properties you specified will not be restored.

SP2010GranularBackupRestore.cfg/SP2013GranularBackupRestor e.cfg

Configure the SP2010GranularBackupRestore.cfg/SP2013GranularBackupRestore.cfg file to specify whether to back up and restore the stubs (generated when using Connection or Storage Manager) and the data related to the stubs.

Go to the machines with DocAve Agent installed and open the

…\AvePoint\DocAve6\Agent\data\SP2010\Item directory to find the

SP2010GranularBackupRestore.cfg file. The SP2013GranularBackupRestore.cfg file is located in the

…\AvePoint\DocAve6\Agent\data\SP2013\Item directory.

Backing Up Stubs and the Related Data

Find the backupSOData attribute and modify the value of the attribute to specify the backup settings.

DocAve 6: Granular Backup and Restore

• Skip – Do not back up any stubs. The data related to the stubs is also not backed up.

• BackupStubsAndContent – Only back up the data related to the stubs. The stubs are not backed up.

• OnlyBackupStubs – Only back up the stubs. The data related to the stubs is not backed up.

Restoring Stubs and the Related Data

Find the restoreSOData attribute and modify the value of the attribute to specify the restoring settings.

• true – Both the backed up stubs and the backed up data related to the stubs will be restored.

When you only backed up the stubs, use In Place Restore to restore the stubs. Otherwise, the stubs cannot be restored.

• false – Both the stubs and the data related to the stubs will not be restored.

SP2010GranularBackupRestore.cfg/SP2013GranularBackupRestor e.cfg

For SharePoint 2010/2013, configure the SP2010GranularBackupRestore.cfg/

SP2013GranularBackupRestore.cfg file to specify how to deal with the conflict contents when they have the same modified time.

Go to the machines with DocAve Agent installed and open the

…\AvePoint\DocAve6\Agent\data\SP2010\Item directory to find the

SP2010GranularBackupRestore.cfg file. The SP2013GranularBackupRestore.cfg file is located in the

…\AvePoint\DocAve6\Agent\data\SP2013\Item directory.

In the file, find the SkipIfSameModified attribute. Modify the value of this attribute.

• true – If the conflict contents have the same modified time, the backed up item/document will be skipped and not be restored.

• false (default) – If the conflict contents have the same modified time, the backed up item/document will be restored according to the resolution you select: o Skip – The backed up item/document will not be restored. o Overwrite – Copy the backed up item/document to the destination by overwriting the destination item/document. o Overwrite by Last Modified Time – The backed up item/document will not be restored. o Append an Item/Document Named with a Suffix – Restore the backed up item/document to the destination and add a suffix to the end of the document/item name. The destination item/document is not deleted. o Append a New Version – Restore the backed up item/document to the destination as a new version of the destination item/document.

DocAve 6: Granular Backup and Restore

Index

Ad Hoc Backup, 13

Append a New Version, 27, 30, 59

Backup tab, 9

Conflict Resolution, 27, 29, 33

Data Compression, 14

Default Settings, 13

Domain Mapping, 20

Encryption, 14

In place restore, 26, 29

Language Mapping, 20

Notification, 14, 28, 31, 33

Plan Builder, 15

Predefined Scheme, 36

Restore, 21, 24

Restore Granularity Level, 16

Scope panel, 10

User Mapping, 20

DocAve 6: Granular Backup and Restore

Notices and Copyright Information

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DocAve 6: Granular Backup and Restore

Publicitate

DocAve

®

6 Granular Backup and Restore

User Guide

Service Pack 2, Cumulative Update 2

Revision F

Issued June 2013

Table of Contents

About DocAve Granular Backup and Restore

Complementary Products

Submitting Documentation Feedback to AvePoint

Before You Begin

Configuration

Agents

Licensing and Permissions

Local System Permissions

Getting Started

Launching Granular Backup and Restore

User Interface Overview

Selecting Farms and Nodes

Configuring Devices and Setting Up Storage Policies

Performing a Backup

Overview of Backup Types

Selecting Content to Back Up

Selecting Content by Search

Selecting Content by Browse

Understanding Ad Hoc Backup

Configuring Default Settings

Using Ad Hoc Backup

Using the Plan Builder

Using Wizard Mode

Using Form Mode

Elements Unsupported to Be Backed Up in SharePoint 2013

Performing a Restore

Defining General Settings

User Mapping

Domain Mapping

Language Mapping

Configuring and Running a Restore

Selecting Backed-up Data to Restore

Time-Based Restore

Object-Based Restore

Restore Type

In Place Restore

Out of Place Restore

Restoring a Site or Site Collection to the Target Newly-Created Site Collection

Restore to File System

Restoring Data Backed Up by DocAve 5

Checking a Job Status

Additional Optional Configurations

Predefined Schemes

Advanced Predefined Scheme Settings

By Hour

By Week

By Month

Outgoing E-mail Server Settings

DocAve Granular Backup and Restore Use Case

Configuring a Successful Backup Plan

Appendix A: Advanced Search

Appendix B: Supported and Unsupported Web Parts

Appendix C: Supported and Unsupported Features for

SharePoint Online

Supported and Unsupported Features for SharePoint 2010 Online

Backup

Restore

Plan Manager

Supported and Unsupported Features for SharePoint 2013 Online

Backup

Restore

Plan Manager

Appendix D: Accessing Hot Key Mode

Backup Page

Restore Page

Restore Wizard

Plan Manager Page

Appendix E: Customization Support Table

Workflow Restore Notes

Restoring Workflow Definitions

Restoring Workflow Instances

Supported and Unsupported Workflows