DocAve® 6 Granular Backup and Restore

DocAve® 6 Granular Backup and Restore
DocAve® 6 Granular Backup
and Restore
User Guide
Service Pack 5 Cumulative Update 1
Issued August 2015
DocAve 6: Granular Backup and Restore
1
Table of Contents
What’s New in this Guide ............................................................................................................................. 5
About DocAve Granular Backup and Restore ............................................................................................... 6
Complementary Products ......................................................................................................................... 6
Submitting Documentation Feedback to AvePoint ...................................................................................... 7
Before You Begin........................................................................................................................................... 8
AvePoint’s Testing Policy and Environment Support................................................................................ 8
Supported Hardware............................................................................................................................. 8
Supported Backup and Recovery .......................................................................................................... 8
Configuration ............................................................................................................................................ 9
Agents ....................................................................................................................................................... 9
Required Permissions ............................................................................................................................... 9
Granular Backup and Restore for SharePoint On-Premises Permissions ............................................. 9
Granular Backup and Restore for SharePoint Online Permissions ..................................................... 10
Local System Permissions ................................................................................................................... 11
Health Analyzer ....................................................................................................................................... 12
Getting Started............................................................................................................................................ 13
Launching Granular Backup and Restore ................................................................................................ 13
Navigating DocAve .................................................................................................................................. 14
User Interface Overview ......................................................................................................................... 15
Selecting Farms and Nodes ..................................................................................................................... 15
Configuring Devices and Setting Up Storage Policies ............................................................................. 16
Performing a Backup ................................................................................................................................... 17
Overview of Backup Types ...................................................................................................................... 17
Unsupported Elements in SharePoint 2013............................................................................................ 18
Selecting Content to Back Up ................................................................................................................. 18
Selecting Content by Search ............................................................................................................... 18
Selecting Content by Browse .............................................................................................................. 19
About Ad Hoc Backup ............................................................................................................................. 20
Configuring Default Settings ............................................................................................................... 20
2
DocAve 6: Granular Backup and Restore
Using Ad Hoc Backup .......................................................................................................................... 21
Using the Plan Builder ............................................................................................................................. 21
Using Wizard Mode............................................................................................................................. 22
Using Form Mode................................................................................................................................ 25
Managing Plans ........................................................................................................................................... 28
Configuring Run Now Interface............................................................................................................... 28
Performing a Restore .................................................................................................................................. 30
Defining General Settings ....................................................................................................................... 30
User Mapping ...................................................................................................................................... 30
Domain Mapping................................................................................................................................. 30
Language Mapping .............................................................................................................................. 31
Configuring and Running a Restore ........................................................................................................ 31
Selecting Backed-up Data to Restore.................................................................................................. 31
Restore Type ....................................................................................................................................... 39
Restoring Data Backed Up by DocAve 5.............................................................................................. 48
Checking a Job Status .................................................................................................................................. 49
End-User Granular Restore ......................................................................................................................... 50
Supported and Unsupported Web Browsers .......................................................................................... 50
Installing the End-User Granular Restore Solution ................................................................................. 50
Activating the End-User Granular Restore Feature ................................................................................ 51
Configuring the End-User Granular Restore Settings ............................................................................. 52
Using the End-User Granular Restore Feature ....................................................................................... 53
Additional Optional Configurations ............................................................................................................ 56
Predefined Schemes ............................................................................................................................... 56
Advanced Predefined Scheme Settings .............................................................................................. 57
Outgoing E-mail Server Settings ............................................................................................................. 57
Appendix A – Advanced Search .................................................................................................................. 58
Appendix B – Supported and Unsupported Web Parts .............................................................................. 60
Appendix C – Supported and Unsupported Features for SharePoint Online ............................................. 62
Backup ................................................................................................................................................. 62
Restore ................................................................................................................................................ 63
Plan Manager ...................................................................................................................................... 65
DocAve 6: Granular Backup and Restore
3
Appendix D – Accessing Hot Key Mode ...................................................................................................... 66
Backup Page ............................................................................................................................................ 66
Restore Page ........................................................................................................................................... 67
Restore Wizard.................................................................................................................................... 67
End-User Granular Restore ................................................................................................................. 68
Plan Manager Page ............................................................................................................................. 68
Appendix E – Customization Support Table................................................................................................ 69
Workflow Restore Notes......................................................................................................................... 73
Restoring Workflow Definitions .......................................................................................................... 73
Restoring Workflow Instances ............................................................................................................ 73
Supported and Unsupported Workflows ............................................................................................ 74
Appendix F – Advanced Settings in Configuration Files .............................................................................. 75
AgentCommonWrapperConfig.config .................................................................................................... 75
Restoring Specified Web Properties ................................................................................................... 75
SP2010GranularBackupRestore.cfg and SP2013GranularBackupRestore.cfg ....................................... 75
Backing Up and Restoring Stubs and Related Data............................................................................. 76
Dealing With Conflict Columns When Merging the Content Types Associated with These Columns to
the Destination ................................................................................................................................... 76
Keeping Checking the Sub-sites or Sub-folders When Their Upper Level Objects are Filtered Out... 77
Notices and Copyright Information ............................................................................................................ 78
4
DocAve 6: Granular Backup and Restore
What’s New in this Guide

Minor edits and cover page update for current release.
DocAve 6: Granular Backup and Restore
5
About DocAve Granular Backup and Restore
DocAve Granular Backup and Restore for SharePoint 2010 and SharePoint 2013 ensures a 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:
6

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
DocAve 6: Granular Backup and Restore
Submitting Documentation Feedback to AvePoint
AvePoint encourages customers to provide feedback regarding our product documentation. You can
Submit Your Feedback on our website.
DocAve 6: Granular Backup and Restore
7
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.
AvePoint’s Testing Policy and Environment Support
Supported Hardware
AvePoint is committed to maintaining a hardware agnostic platform to ensure that DocAve operates on
common Windows file sharing and virtualization platforms. To ensure that DocAve is hardware agnostic,
AvePoint tests hardware that is intended to support SharePoint and DocAve infrastructure, storage
targets, and hardware-based backup and recovery solutions, as supported by AvePoint’s partnerships.
AvePoint directly integrates with the following platforms: any Net Share, IBM Storwize Family, FTP,
Amazon S3, AT&T Synaptic, Caringo Storage, Del DX Storage, EMC Centra, HDS Hitachi Content Platform,
Rackspace Cloud Files, TSM, and Windows Azure Storage.
All other hardware platforms that support UNC addressable storage devices are supported.
*Note: Most of the hardware partnerships referenced in this guide are intended to make use of
advanced functionality (such as snapshot mirroring, BLOB snapshots, indexing, long-term storage,
WORM storage, etc.), and are not indications that any changes to the product are required for basic
support. In most cases, hardware can be supported with no change to the product.
Supported Backup and Recovery
DocAve supports BLOB backup storage according to the list of hardware platforms above. BLOB
snapshot functionally, however, is currently only supported on OEM versions and NetApp hardware.
DocAve supports SQL content and Application database backups via the SharePoint Volume Shadow
Copy Service (VSS) on all Windows and SQL server platforms listed above. DocAve also supports
snapshot-based SharePoint VSS on all hardware listed above where the hardware partner has certified
support with Microsoft.
DocAve supports application and configuration server backups for all the supported software
environments listed above. DocAve 6 supports VM backup via Hyper-V/VMWare for the following
operating systems: Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, and
Microsoft Hyper–V Server 2012 R2.
8
DocAve 6: 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. Granular Backup and Restore 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.
Required Permissions
Refer to the section below for the required permissions to use Granular Backup and Restore.
Granular Backup and Restore for SharePoint On-Premises Permissions
To install and use Granular Backup and Restore on the SharePoint on-premises environment properly,
ensure that the agent account has the required permissions.
1. 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.
2. 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.
*Note: To restore the Microfeed list, the Agent account must be granted Full Control
and account operates as system account for all zones of all Web applications via User
Policy for Web Applications.

User Profile Service Application:
DocAve 6: Granular Backup and Restore
9
o
o

For SharePoint 2010

Use Personal Features

Create Personal Site

Use Social Features
For SharePoint 2013

Create Personal Site

Follow People and Edit Profile (required for personal storage, newsfeed,
and followed content)

Use Tags and Notes
Managed Metadata Service:
o
Term Store Administrator
o
Administrator with Full Control permission

Business Data Connectivity Service: Full Control

Search Service: Full Control

User Profile Connection Permission:
o
Administrator
o
Full Control
3. 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 of the databases related to
SharePoint, including Content Databases, Config Database, and Central Admin Database.
o
Creator and Security Admin permission to SQL Server

Database Role of db_owner for FBA database if forms based authentication (FBA) is
enabled in SharePoint Web applications.

Database Role of db_owner for User Profile Service database, Nintex workflow
database.
Granular Backup and Restore for SharePoint Online Permissions
To install and use Granular Backup and Restore on SharePoint Online environment properly, ensure that
the Office 365 account and Agent account have enough permission.
1. Agent account permissions:

10
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
DocAve 6: Granular Backup and Restore
Agent Account to the local Administrators group to apply all of the required
permissions.
*Note: If the registered site collections are SharePoint Online site collections, the Agent account
is on the Agent machine that has network connection or has configured Agent Proxy Settings
before registering SharePoint Online site collections.
If the registered site collections are on-premises site collections, the Agent account is on the
Agent machine that will run the Granular Backup and Restore job.
2. Site Collection user permissions:

User is a member of the Site Collection Administrators group.

User Profile Service Application permissions:
o
Follow People and Edit Profile
o
Use Tags and Notes
o
Full Control (only when the registered site collections are on-premises site
collections)

Managed Metadata Service: Term Store Administrator

Read permission to the Apps for SharePoint library in catalog site.
*Note: To register site collections using the Scan Mode, make sure the specified site collection
user has the following permissions:

When the registered site collections are on-premises site collections
Policy for Web Application: Full Control

When the registered site collections are SharePoint Online site collections:
User has the Global administrator role
*Note: If you want to properly restore user profile properties to SharePoint Online, the user
profile property settings in the source must be configured before using Granular Backup and
Restore. (In the Office 365 SharePoint admin center, navigate to user profiles > Manage User
Properties. Select the property you want to restore, and then select Edit from the drop-down
menu. Select the Allow users to edit values for this property option in the Edit Settings field,
and then click OK to save settings.)
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)
DocAve 6: Granular Backup and Restore
11
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
Health Analyzer
AvePoint recommends using Health Analyzer to check the prerequisites required to correctly use
DocAve Granular Backup and Restore.
*Note: Only the users in the DocAve Administrators group can use Health Analyzer.
*Note: You can ignore the Agent Account Cannot be SharePoint System Account rule, if you are not
going to back up and restore SharePoint apps.
For more information about Health Analyzer, refer to the DocAve 6 Installation Guide.
12
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, follow the steps below:
1. 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.
2. From the DocAve tab, click Data Protection to view the backup modules.
3. Click Granular Backup & Restore to launch this module.
Figure 1: DocAve module launch window.
DocAve 6: Granular Backup and Restore
13
Navigating DocAve
DocAve mimics the look and feel of many Windows products, making for an intuitive and familiar
working environment. While there are many windows, pop-up displays, and messages within DocAve
products, they share similar features and are navigated in the same ways.
Below is a sample window in DocAve. It features a familiar, dynamic ribbon, and a searchable, content
list view.
Figure 2: Navigate DocAve.
1. Ribbon Tabs— Allows users to navigate to the DocAve Welcome page and within the active
module.
2. Ribbon Panes – Allows users to access the functionality of the active DocAve module.
3. Manage columns ( ) – Allows users to manage which columns are displayed in the list. Click the
manage columns ( ) button, and then select the checkbox next to the column name in the
drop-down list.
4. Hide the column ( ) – Allows users to hide the selected column.
5. Filter the column ( ) – Allows users to filter the information in the List View. Click the filter the
column ( ) button next to the column and then select the checkbox next to the column name.
6. Search – Allows users to search the List View pane for a keyword or phrase. You can select
Search all pages or Search current page to define the search scope.
*Note: The search function is not case sensitive.
7. Management Pane – Displays the actionable content of the DocAve module.
14
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.
1. The Source panel displays the SharePoint tree, which shows all content within your farms. Use
this panel to select the content that you want to perform actions on. Selecting content often
reveals new tab 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.
Figure 3: Granular Backup and Restore user interface.
Selecting Farms and Nodes
To select farms and nodes, follow the steps below:
1. From the Source panel on the left, select the farm that contains the relevant SharePoint
content.
DocAve 6: Granular Backup and Restore
15
2. Click the checkboxes to the left of the nodes to select the relevant content you want to work
with.
3. 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 devices and then set up a storage policy.
When performing a backup job, Granular Backup and Restore can write to:

Net Share

EMC Centera

FTP

HDS Hitachi Content Platform

Amazon S3

IBM Storwize Family

AT&T Synaptic

Rackspace Cloud File

Caringo Storage

OneDrive

Dell DX Storage

TSM

Dropbox

Windows Azure Storage
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.
16
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)”.
Overview of Backup Types
When configuring a backup plan with the Using the Plan Builder or Predefined Schemes, there are three
backup types you can choose from 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. Additionally, since 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 4: One Full backup followed by three Incremental backups.

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.
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
DocAve 6: Granular Backup and Restore
17
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 5: One Full backup followed by three Differential 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.
*Note: Due to SharePoint API limitations, when you run an incremental or a differential backup at the
site collection level using the same plan, the Apps and AppData in the site collection that was backed up
in the previous full backup job will also be fully backed up.
Unsupported Elements 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
Access AppData
Description
Granular Backup and Restore does not support backing up and restoring the
Access AppData with the Access App in SharePoint 2013 on-premises
environment. Access App has an Access Service database to store its own
data. However, DocAve cannot access the database to obtain the app data.
Only the Access App can be backed up and restored to the destination.
Selecting Content to Back Up
There are two options to select the content to back up: Browse and Search. To select the content to
back up, refer to the sections below.
*Note: If the content is stub content, DocAve only backs up real files of those stubs generated by EBS
and RBS. In addition, Granular Backup jobs will not capture linked content.
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:
18
DocAve 6: Granular Backup and Restore
1. Locate the Source panel on the left-hand side of the screen.
2. In the search field at the top of the Source tab, enter the keywords from the SharePoint object
URL or name you want to search for.
3. Click the magnifying glass ( ) to start the search or wait a moment for it to start automatically.
When the search is running, you can click the stop button ( ) to stop the search, if needed.
4. Select the relevant objects that you want to back up by clicking the checkboxes to the left of the
objects. You can select objects in one farm.
*Note: When you use the Select All node to select all of the child nodes under your selected
node, the Include New function takes effect automatically for this plan/job. Even a SharePoint
object that is created in the selected scope after the plan is saved can be backed up
automatically by the backup job.

If you directly select the Select All option, the current nodes and the new nodes created
after the backup plan is saved will be backed up in the backup job.

If you manually selected all of the nodes one by one, the Select All option will be
automatically selected, but the new nodes created after the backup plan is saved will
not be backed up in the backup job.
5. 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:
1. 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.
2. Select the relevant objects that you want to back up by clicking the checkboxes to the left of the
object. You can select objects in one farm.
*Note: When you use the Select All node to select all of the child nodes under your selected
node, the Include New function takes effect automatically for this plan/job. Even a SharePoint
object is created in the selected scope after the plan is saved, the content under the node can
be backed up automatically by the backup job.

If you directly select the Select All option, the current nodes and the new nodes created
after the backup plan is saved will be backed up in the backup job.

If you manually selected all of the nodes one by one, the Select All option will be
automatically selected, but the new nodes created after the backup plan is saved will
not be backed up in the backup job.
3. 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.
DocAve 6: Granular Backup and Restore
19
About 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:
1. After Selecting Content to Back Up, click Ad Hoc Backup on the ribbon of the Backup tab.
2. Select Default Settings from the drop-down list. The Default Settings page appears.
3. 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. A storage policy is used to configure a set of rules
for storing backed up data. It also supports the following functions:

Pruning the data backed up by Granular Backup and Restore and delete or move the
pruned backup data.

When you add more than one Media services in a storage policy, it supports the
automatic failover that causes another Media service in the storage policy to take over
the role of the Media service that is down during the backup job.
For more information on working with storage policies, refer to the DocAve 6 Control Panel
Reference Guide.
4. 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. A filter policy sets up filter
rules to control what objects will be backed up. 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 Online, the Created
By criterion is not supported. The job using the Created By criterion will have a Failed status.
The information will be recorded in the job report.
*Note: The objects filtered out from the backup job will be displayed in the Job Details with the
Filtered Out checkbox selected.
5. 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.
6. Workflow – Select how you want to manage the workflow in the source.

20
Include workflow definition – Backs up only the definition of existing source workflows.
DocAve 6: Granular Backup and Restore

Include workflow instance – Backs up the state, history, and tasks of each item. This
option is available after selecting Include workflow definition.
7. 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 block, while a high
compression level results in a slower compression rate but a smaller, better quality data block.
*Note: Small data blocks cause slower backup and additional recovery time. Select whether to
leverage DocAve Media Server (Media Service) resources or SharePoint Server (SharePoint
Agent) resources for compression.
8. 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 additional recovery time.
9. 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:
1. After Selecting Content to Back Up, click Ad Hoc Backup on the ribbon of the Backup tab.
2. Select Ad Hoc Backup from the drop-down list. The Ad Hoc Backup page appears.
3. DocAve automatically loads your Configuring Default Settings into the Ad Hoc Backup page. Edit
these settings as needed.
4. Click Run Now at the bottom of the window to start the backup job. View the job details in Job
Monitor.
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.
DocAve 6: Granular Backup and Restore
21
To use the Plan Builder, complete the following steps:
1. After Selecting Content to Back Up, click Plan Builder from the Backup tab.
2. 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.
1. Plan Name – Enter a Plan Name and an optional Description, if desired. Click Next. The Storage
Policy page appears.
2. 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. A storage policy is used to
configure a set of rules for storing backed up data. And it also supports the following
functions:
o
Pruning the data backed up by Granular Backup and Restore and delete or move
the pruned backup data.
o
When you add more than one Media services in a storage policy, it supports the
automatic failover that causes another Media service in the storage policy to
take over the role of the Media service that is down during the backup job.
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 block, while a
high compression level results in a slower compression rate but a smaller, better quality
data block.
*Note: Small data blocks cause slower backup and additional recovery time. Select
whether to leverage DocAve Media Server (Media Service) resources or SharePoint
Server (SharePoint Agent) resources for compression.

22
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.
DocAve 6: Granular Backup and Restore
*Note: Encrypting data causes slower backup and additional recovery time.
Click Next when you are finished configuring the storage policy. The Restore Granularity Level
page appears.
3. Restore Granularity Level – 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 Schedule page appears.
4. 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 Scheme – 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.
o
Option – Select a backup type from the drop-down list. For more information,
see Overview of Backup Types.

Full Backup – A full backup of the selected source.

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.

Differential Backup – A partial backup; backs up only the data that has
been updated since the last full backup.
*Note: For SharePoint apps, no matter which backup type you choose, Granular
Backup job will perform a full backup for the apps in the selected scope.
*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.
o
Job Report – Select the level of reporting for the backup job. Simplified creates
a summary of the backup data. Detailed creates a full list of all backup objects,
but may affect performance. This field only appears when the Restore
Granularity Level is set to Item.
After configuring the schedule, click Calendar View to view the scheduled plans by day,
week, or month.
DocAve 6: Granular Backup and Restore
23
Click Next when you are finished. The Advanced page appears.
5. 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.
*Note: The objects filtered out from the backup job will be displayed in Job Details with
the Filtered Out checkbox selected.

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 the state, history, and tasks of each item.
This option is available after selecting Include workflow definition.

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 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. Once a plan is added to the plan group, the plan
group’s settings will take effect. If Disable the schedule for each plan and run plans
according to the plan group’s schedule is selected and No Schedule is configured for
the plan group, the plan will have no schedule. If Disable the schedule for each plan and
run plans according to the plan group’s schedule is not selected in the plan group
settings, the plan’s schedule still works after you add it to the plan group. 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.
6. 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.
7. On the lower-right section of the screen, or on the ribbon, click:

24
Finish to save the configuration of the plan without running it.
DocAve 6: Granular Backup and Restore

Finish and Test Run to save the configuration and then test run the saved plan
immediately.

Finish and Run Now to save the configuration and then run the saved plan immediately.
The backup plan is now listed in Plan Manager.
*Note: After clicking Finish and Test Run or Finish and Run Now, the Run Now interface
appears. Configure the Run Now settings before a test run or run now job is started. For more
information, refer to Configuring Run Now Interface.
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.
1. Plan Name – Enter a Plan Name and optional Description, if desired.
2. Storage Policy – Select a storage policy for the backup data or create a new one in the Specify a
storage policy drop-down list. A storage policy is used to configure a set of rules for storing
backed up data. It also supports the following functions:

Pruning the data backed up by Granular Backup and Restore and delete or move the
pruned backup data.

When you add more than one Media services in a storage policy, it supports the
automatic failover that causes another Media service in the storage policy to take over
the role of the Media service that is down during the backup job.
For more information on working with storage policies, refer to the DocAve 6 Control Panel
Reference Guide.
3. 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 Scheme – 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.
o
Option – Select a backup type from the drop-down list. For more information,
see Overview of Backup Types.
DocAve 6: Granular Backup and Restore
25

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 incremental or full backup.

Differential Backup – A partial backup; backs up only the data that has
been updated since the last full backup.
*Note: Frequent consecutive differential backups may back up the same data
repeatedly depending upon changes you’ve made in the source since the last
Full Backup, which fills disk space quickly. For the 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.
o
Job Report – Select the level of reporting for the backup job. Simplified creates
a summary of the backup data. Detailed creates a full list of all backup objects,
but may affect performance. This field only appears when the Restore
Granularity Level is set to Item.
After configuring the schedule, click Calendar View to view the scheduled plans by day,
week, or month.
4. Restore Granularity Level – Select a granularity level to restore: Item, Site, or Site Collection.
5. 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
on the Site level is not supported. The detailed information will be recorded in the job report.
*Note: The objects filtered out from the backup job will be displayed in the Job Details with the
Filtered Out checkbox selected.
When you are finished, click Save, Save and Test Run, or Save and Run Now to perform a test
run or run the job immediately. If desired, click Advanced to configure the additional options.
6. Advanced – Configure the following additional options:
26

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 the state, history, and tasks of each item.
This option is available after selecting Include workflow definition.
DocAve 6: Granular Backup and Restore

Data Compression – If you want to enable data compression, you can 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 block, while a
high compression level results in a slower compression rate but a smaller, better quality
data block. Note that small data blocks cause slower backup and additional recovery
time. 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 select the Encryption
checkbox. Note that encrypting data causes slower backup and additional recovery
time. 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.

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.

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 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. Once a plan is added to the plan group, the group’s
schedule settings will take effect. If Disable the schedule for each plan and run plans
according to the plan group’s schedule is selected and No Schedule is configured for
the plan group, the plan will have no schedule. For more information on plan groups,
refer to the DocAve 6 Control Panel Reference Guide.
7. On the lower-right section of the screen, or on the ribbon, click:

Save to save the configuration of the plan without running it.

Save and Test Run to save the configuration and then test run the saved plan
immediately.

Save and Run Now to save the configuration and then run the saved plan immediately.
The backup plan is now listed in Plan Manager.
*Note: After clicking Save and Test Run or Save and Run Now, the Run Now interface appears.
Configure the Run Now settings before a test run or run now job is started. For more
information, refer to Configuring Run Now Interface.
DocAve 6: Granular Backup and Restore
27
Managing Plans
Granular backup plans can be managed with the Plan Manager. After launching the Granular Backup
and Restore interface, click Plan Manager next to the Restore tab. In the Plan Manager interface, all of
the previously created plans are displayed in the main display pane.
In this interface, you can change the number of plans displayed per page. To change the number of the
plans displayed per page, select the desired number from the Show rows drop-down menu in the lower
right-hand corner. To sort the plans, click the column heading such as Plan Name, Farm, Restore
Granularity Level, Plan Group, and Last Modified Time.
Perform the following actions in the Plan Manager interface:

View Details – Select a plan and click View Details. The backup scope and the plan
settings are displayed on the View Details interface. When you want to change the
nodes you selected or want to modify the migration settings, click Edit on the ribbon.

Edit – Select a plan and click Edit on the ribbon to change the configurations for the
selected plan. You can change the nodes you selected and modify the Granular Backup
plan settings.

Delete – Select the plans that you want to delete and click Delete on the ribbon. A
confirmation window will pop up and ask whether you are sure that you want to
proceed with the deletion. Click OK to delete the selected plans, or click Cancel to
return to the Plan Manager interface without deleting the selected plans.

Test Run – Click Test Run to perform a test run job that simulates a real granular backup
job. By viewing the job report of the test run, you can find whether the source contents
can be backed up successfully, and then adjust the plans or optimize the settings.

Run Now – Click Run Now to go to the Run Now interface. For more information of the
settings on Run Now interface, see Configuring Run Now Interface.
Configuring Run Now Interface
In the Run Now interface, configure the backup job settings.

28
Option – 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 that 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 that backs up only the data that has been
updated since the last full backup.
DocAve 6: Granular Backup and Restore
*Note: For SharePoint apps, no matter which backup type you choose, Granular Backup
job will perform a full backup for the apps in the selected scope.
*Note: Frequent consecutive differential backups may back up the same data
repeatedly depending upon changes you’ve made in the source since the last Full
Backup, which fills disk space quickly. For the 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.

Job Report – Select the level of reporting for the backup job. Simplified creates a
summary of the backup data. Detailed creates a full list of all backup objects, but may
affect performance. This field only appears when the Restore Granularity Level is set to
Item.
DocAve 6: Granular Backup and Restore
29
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.
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)”.
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.
30
DocAve 6: Granular Backup and Restore
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.
Then select a restore type to choose the location for restoring the selected data and complete other
general settings, such as the job report settings, notification settings, and the schedule 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
The 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:
1. On the Restore tab in Granular Backup and Restore, click Restore on the ribbon. The Restore
Method page appears.
2. 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.
3. Job Selection – The jobs with all backup types that have been completed within the last month
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 Set Filter field to limit the scope of the backup
job.

Filter by Plan – Filter the backup job by plan information. You can filter the backup data
in the Filter by Plan area by farm, plan name, and restore granularity level of the plan by
DocAve 6: Granular Backup and Restore
31
selecting corresponding checkbox in the drop-down list. The logical relationship
between the filter rules is AND. By default, all jobs are displayed.

Filter by Job – Filter the backup job by job information. Select the backup data in the
Filter by Job area. 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, All Types is selected.

Filter by Time Range – Filter the backup data by job completed time range. The All jobs
selection lists all backup jobs whenever the job completed, while Jobs finished within
filters the backup jobs which are completed in the specified time range. By default, Jobs
finished within This Month is selected.
After you finish configuring the Set Filter drop-down lists, click Filter. All the backup jobs that
meet the filter rules are listed in the calendar. Click Reset, and then the jobs with a Full backup
type that have been completed within this month are available in the calendar.
When you are finished, click Next. The Data Selection page appears.
4. Data Selection – For the item restore granularity level, you can configure the Global Settings for
Restoring Content, Property and Security when you want to only restore the security and/or
the property.
*Note: If you configure the global settings, you cannot configure the property and security
settings again for each selected object level. If you do not configure 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 Settings for Restoring Content, Property and Security – Define global settings
for restoring security and/or property settings:
o
32
Container Selection – Select the Global settings 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. For the Specify the user(s) settings, you can select to
restore the security of all users by selecting All users, or select to
restore the security of the specified users by selecting Specified user(s).
For the Conflict resolution settings, select how to deal with the conflicts
when the users with the same name exist in the destination. Merge
adds the container’s security of the source node to the destination
node. Replace represents to overwrite the destination container’s
security by removing the destination security first.
DocAve 6: Granular Backup and Restore
*Note: Only the date backed up by DocAve 6 SP1 or later versions is
supported to only restore security.
o
Content Selection – Select the Global settings 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
security settings. For the Specify the user(s) settings, you can select to
restore the security of all users by selecting All users, or select to
restore the security of the specified users by selecting Specified user(s).
For the Conflict resolution settings, select how to deal with the conflicts
when the users with the same name exist in the destination. Merge
adds the content security of the source node to the destination node.
Replace represents to overwrite the destination content security by
removing the destination security first.
*Note: Only the date backed up by DocAve 6 SP1 or later versions is
supported to only restore 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: If you select a Web Application, Site Collection, or a Site to perform a
restore, the drop-down list in Advanced Search displays App besides other
levels.
*Note: The search results can display at most 500 nodes of the specific object
level by default. If the number of the search results exceeds the maximum limit
of 500, a message appears to remind you to try the search again with more
specific keywords.
To customize the maximum number of returned search results, navigate to the
MediaIocConfigurations.config file. To customize the maximum number of
search results displayed, navigate to the ControlUserConfigFile.config file. For
more information, refer to Configuring the Max Search Count.
For more information about Advanced Search, refer to Appendix A – Advanced
Search.
DocAve 6: Granular Backup and Restore
33
o
To restore data at different levels, refer to the following table:
Restore Level
Step
Restoring a site collection
Restoring a site
Restoring a list/library
*Note: The user version of
user information lists is not
supported.
Restoring a file/item
o
1. Navigate to the site collection and expand
its data tree.
2. Check the checkbox next to the site
collection. All of the site collection contents
are selected.
1. Navigate to the site.
2. Check the checkbox next to the site to
select the site and its contents.
1. Navigate to the list/library.
2. Check the checkbox next to the list/library
to select the list/library and its contents.
1. Navigate to the root folder of the library/list
which contains the file/item.
2. Click Items.
3. In the pop-up window, check the
corresponding checkbox next to the
file/item located in the pop-up window.
*Note: You can click the Preview link
behind each file (except the empty, stub,
or system one) to preview this file.
If you did not configure the Global Settings for Restoring Content, Property and
Security fields, you can select whether to also restore the Security and Property
settings by selecting the applicable checkboxes next to any backup level in the
tree.
Type
Security
SharePoint
Object
Site Collection
Site
List
Folder/Item/File
Property
Site Collection
Site
34
Attributes of the SharePoint object that
Belong to the Selected 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
Mappings of the users and their
permissions, users, groups
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
DocAve 6: Granular Backup and Restore
Type
SharePoint
Object
List
Attributes of the SharePoint object that
Belong to the Selected Type
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.
Object-Based Restore
The Object-based restore is designed 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:
*Note: A standard user in a tenant group cannot use the object-based restore feature. For more
information on tenant groups, refer to the DocAve 6 Control Panel Reference Guide.
1. On the Restore tab in Granular Backup and Restore, click Restore on the ribbon. The Restore
Method page appears.
2. 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.
3. 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, app, 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
App
Folder
Item
Document
Attachment
DocAve 6: Granular Backup and Restore
Condition
Site collection URL
Site title
List name
Library name
App Title
Folder name
Item title
Document name
Attachment name
35

Backup Time Range – Select 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.
4. Data Selection – For the item restore granularity level, you can configure the Global Settings for
Restoring Content, Property and Security when you want to only restore the security and/or
the property.
*Note: If you configure the global settings, you cannot configure the Property and Security
settings again for each selected object level. If you do not configure 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 Settings for Restoring Content, Property and Security – Define global settings
for restoring security and/or property settings:
o
Container Selection – Select the Global settings 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. For the Specify the user(s) settings, you can select to
restore the security of all users by selecting All users, or select to
restore the security of the specified users by selecting Specified user(s).
For the Conflict resolution settings, select how to deal with the conflicts
when the users with the same name exist in the destination. Merge
adds the container’s security of the source node to the destination
node. Replace represents to overwrite the destination container’s
security by removing the destination security first.
*Note: Only the date backed up by DocAve 6 SP1 or later versions is
supported to only restore security.
o
36
Content Selection – Select the Global settings 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
security settings. For the Specify the user(s) settings, you can select to
restore the security of all users by selecting All users, or select to
restore the security of the specified users by selecting Specified user(s).
For the Conflict resolution settings, select how to deal with the conflicts
when the users with the same name exist in the destination. Merge
DocAve 6: Granular Backup and Restore
adds the content security of the source node to the destination node.
Replace represents to overwrite the destination content security by
removing the destination security first.
*Note: Only the date backed up by DocAve 6 SP1 or later versions is
supported to only restore 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. You can also perform the following actions:
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 500 nodes of the specific object
level by default. If the number of the search results exceeds the maximum limit
of 500, a message appears to remind you to try the search again with more
specific keywords.
To customize the maximum number of returned search results, refer to the
MediaIocConfigurations.config file. To customize the maximum number of
search results displayed, refer to the ControlUserConfigFile.config file. For more
information, refer to Configuring the Max Search Count.
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.
*Note: For the document and attachment level objects, you can click the
Preview link next to each object (except empty, stub or system objects) to
download and preview these objects in the window that appears after clicking
Job Selection.
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 Settings for Restoring Content, Property and
Security fields, you can select 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
DocAve 6: Granular Backup and Restore
SharePoint
Object
Site Collection
Attributes of the SharePoint object
that Belong to the Selected Type
Users and groups of the site
collection
37
Type
SharePoint
Object
Site
List
Folder/Item/File
Property
Site Collection
Site
List
Include sub-site
Folder
Site
Attributes of the SharePoint object
that Belong to the Selected Type
Mappings of the users and their
permissions, permission levels,
groups, users
Mappings of the users and their
permissions, users, groups
Mappings of the users and their
permissions, users, groups
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
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.
Configuring the Max Search Count
Refer to the following steps to configure the maximum limit value of the search results that can be
displayed in the data search interface.
Go to the machines that have DocAve Manager installed on them and open the …\AvePoint\
DocAve6\Manager\Media\bin directory to find the MediaIocConfigurations.config file.
Open the MediaIocConfigurations.config file with Notepad. Find the
MediaServerMaxSearchCount>500</MediaServerMaxSearchCount> node. Change the value
500 to another positive integer. If you have multiple Medias, make sure that you will configure
all of the MediaIocConfigurations.config files.
*Note: AvePoint recommends that the value you entered in the configuration files does not
exceed 500. Otherwise, some unexpected errors may occur.
Go to the machines that have DocAve Manager installed on them and open the
…\AvePoint\DocAve6\Manager\Control\Config directory to find the
ControlUserConfigFile.config file.
38
DocAve 6: Granular Backup and Restore
Open the ControlUserConfigFile.config file with Notepad. Find the
MediaServerMaxSearchCount>500</MediaServerMaxSearchCount> node. Change the value
500 to a number that greater than or equal to the one you have configured in the
MediaIocConfigurations.config file. If you have multiple Medias, make sure this value is not
smaller than the sum of the values configured in all the ControlUserConfigFile.config files.
*Note: AvePoint recommends that the value you entered in the configuration files does not
exceed 500. Otherwise, some unexpected errors may occur.
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:
1. 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.
2. Restore Settings – Configure the following settings for the restore:
*Note: Some of the following settings will only appear if you are restoring backup data at the
item level. If the backup data is at the site or site collection level, some of these fields will not be
available.

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, App, 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.
DocAve 6: Granular Backup and Restore
39

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 item in a discussion board list is considered a folder, so it is
restored as a container. The replies in this discussion are considered content.
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.

Include Apps – If apps were included in the backup, choose whether or not to restore
the App and AppData. If this option is selected, you can configure Apps Conflict
Resolution settings. Otherwise, Apps Conflict Resolution does not appear.

Apps Conflict Resolution – If the App names in the source and destination conflict, you
can choose to "Skip", "Update App Only", or "Replace App and AppData" in the
destination.

o
Skip – No changes will be made; the destination App and AppData will remain
unchanged.
o
Update App Only – If the App in the source is a more recent version than the
destination, it will overwrite the destination App but not the AppData.
o
Replace App and AppData – The source App will always replace the destination
App and AppData. Even if the source App is an older version, it will replace the
destination App.
Check for Conflicts in Destination Recycle Bin – Choose how to deal with the conflict
resolution when the data having the same name exists in the target Recycle Bin. Select
Yes to deal with the conflict resolution as selected in the Container level conflict
resolution and Content level conflict resolution. Select No to ignore the data having the
same name in the target Recycle Bin.
*Note: If conflicting content in the destination exists in either the first-stage or second
stage recycle bin, it must be deleted from both stages prior to performing a restore
action with Check for Conflicts in Destination Recycle Bin enabled.
40
DocAve 6: Granular Backup and Restore
*Note: This field only appears for the following situations:
o
Select Skip in the Container level conflict resolution drop-down list.
o
Select Merge in the Container level conflict resolution drop-down list and
select Skip in the Content level conflict resolution drop-down list.

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
users/groups that have no permissions will not be restored. No is selected by default.

Job Report – Select the job report type. Select Simplified to get a list containing the
report for the folder and upper-level objects 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 of 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.

o
Include completed instance(s) – This option is mandatory. The completed
instances will be restored.
o
Include running instance(s) – Select this option to restore the running instances.
When selecting this option, continue to set the status of the restored instance,
and cancel the workflows or restart the workflows.
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. Proceed to select a conflict resolution from the
Conflict resolution for dependent items list.
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.
DocAve 6: Granular Backup and Restore
41
Click Next when you are finished. The Schedule page appears.
3. 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 Next to advance to the Overview page.
4. 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 restore job will start according to your schedule settings.
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:
1. 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. In addition, if the site collection in the backed up data is a
SharePoint 2010 experience version site collection in the SharePoint 2013 farm, the site
collection can only be restored to the site collection in the same experience version.
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.
For details, refer to the Restoring a Site or Site Collection to the Target Newly Created
Site Collection section.
42

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.
DocAve 6: Granular Backup and Restore
Click Next. The Restore Settings page appears.
2. Restore Settings – Configure the following settings for the restore:
*Note: Some of the following settings will only appear if you are restoring backup data at the
item level. If the backup data is at the site or site collection level, some of these fields will not be
available.

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, App, 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 item in a discussion board is considered a folder, so it is
restored as a container. The replies in this discussion are considered content.
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 with a Suffix 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.
Check for Conflicts in Destination Recycle Bin – Choose how to deal with the conflict
resolution when the data having the same name exists in the target Recycle Bin. Select
Yes to deal with the conflict resolution as selected in the Container level conflict
DocAve 6: Granular Backup and Restore
43
resolution and Content level conflict resolution. Select No to ignore the data having the
same name in the target Recycle Bin.
*Note: If conflicting content in the destination exists in either the first-stage or second
stage recycle bin, it must be deleted from both stages prior to performing a restore
action with Check for Conflicts in Destination Recycle Bin enabled.
*Note: This field only appears for the following situations:
o
Select Skip in the Container level conflict resolution drop-down list.
o
Select Merge in the Container level conflict resolution drop-down list and
select Skip in the Content level conflict resolution drop-down list.

Include Apps – If apps were included in the backup, choose whether or not to restore
the App and AppData. If this option is selected, you can configure Apps Conflict
Resolution settings. Otherwise, Apps Conflict Resolution does not appear.

Apps Conflict Resolution – If the App names in the source and destination conflict, you
can choose to "Skip", "Update App Only", or "Replace App and AppData" in the
destination.
o
Skip – No changes will be made; the destination App and AppData will remain
unchanged.
o
Update App Only – If the App in the source is a more recent version than the
destination, it will overwrite the destination App but not the AppData.
o
Replace App and AppData – The source App will always replace the destination
App and AppData. If the source App is an older version, it will still replace the
destination App.

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
users/groups that have no permissions will not be restored. No is selected by default.

Job Report – Select 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 of 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.

User Profile – Choose whether or not to restore the user profiles that have been backed
up. Select the Restore user profiles option to restore the backed up user profiles.

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.
o
44
Include completed instance(s) – This option is mandatory. The completed
instances will be restored.
DocAve 6: Granular Backup and Restore
o

Include running instance(s) – Select this option to restore the running instances.
When selecting this option, continue to set the status of the restored instance,
cancel the workflows or restart the workflows.
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. Proceed to select a conflict resolution from the
Conflict resolution for dependent items list.
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 – 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.
3. 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 Next to advance to the Overview page.
4. Overview – Review and edit the plan selections. To make changes, click Edit to the right of a
heading row on the Settings tab to go to the corresponding setting page, allowing you to edit
the configuration. In the Preview tab, you can view the restore action and the expected farm
tree after the restoration, or click Edit to go to the Restore Type interface to change the restore
action.
Click Finish when you are done. The restore job will start according to your schedule settings.
DocAve 6: Granular Backup and Restore
45
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:
1. 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.
2. 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
enter the site collection URL name if required.
Figure 6: Select the managed path and enter the URL name.

Click Create Container to the right of the URL text box.
3. 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.
4. 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.
46
DocAve 6: Granular Backup and Restore
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:
1. 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
Destination field. Then enter the Username (in the domain\username format) and
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.
2. 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, 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
attachment/document level.

Skip ignores the source attachment/document that has the same item
attachment/document name as the destination attachment/document.

Overwrite copies the source attachment/document to the destination
by overwriting the destination attachment/document with same item
attachment/document name.

Job Report – Select 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.

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.
3. Schedule – Configure the schedule to set the time to restore the content:
DocAve 6: Granular Backup and Restore
47

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 Next to advance to the Overview page.
4. 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 restore job will start according to your schedule settings.
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.
48
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. Job Monitor displays all of the backup and restore jobs that the user performed,
which is useful for monitoring jobs or troubleshooting errors.
When checking a job status, note the following:

If the backup data is deleted because of the retention rule settings in Control Panel, the
Indicator Status column of the backup job will display as Removed.

If the backup data exists, the Indicator Status column will be empty.

If you delete a backup job and the backup data in Job Monitor, the corresponding job
report will also be deleted.

If a job fails, click the Rerun with Debug Logging button in Job Monitor to run the job
again. After the debug-level job completes, check the Original Job ID column to see
which job was re-run. If needed, download the job logs to view details and troubleshoot
errors accordingly.

If you select a restore job to view details, Backup Job ID is displayed in the Summary tab
to tell users which backup job was used to perform this restore job.
Refer to the DocAve 6 Job Monitor Reference Guide for more information.
DocAve 6: Granular Backup and Restore
49
End-User Granular Restore
The End-User Granular Restore feature is used in SharePoint and allows end users to restore the backed
up SharePoint contents at the library, list, folder, document, item, and attachment levels. The end user
must have the required permissions for the backup contents and only the contents backed up by Item
restore granularity level can be restored. End users can search the desired contents from the backed up
data and perform the restore job using the in place restore type. The job process and detailed
information can be viewed in Job Monitor.
Supported and Unsupported Web Browsers
Before you begin to use the End-User Granular Restore feature, refer to the table below for the
supported and unsupported Web browsers:
SharePoint Version Web Browser
Internet Explorer 10
Internet Explorer 9
Internet Explorer 8
Internet Explorer 7
SharePoint 2010
Internet Explorer 6
Google Chrome
Mozilla Firefox
Support Status
Supported
Supported
Supported
Supported
Unsupported
Supported
Supported
Supported with
limitations
Supported
Supported
Supported
Unsupported
Unsupported
Supported
Supported
Supported
Apple Safari
SharePoint 2013
Internet Explorer 10
Internet Explorer 9
Internet Explorer 8
Internet Explorer 7
Internet Explorer 6
Google Chrome
Mozilla Firefox
Apple Safari
Installing the End-User Granular Restore Solution
To use the End-User Granular Restore feature, complete the following steps to deploy the
SP2010EndUserGranularRestore/SP2013EndUserGranularRestore.wsp solution to the desired farm.
The SP2010EndUserGranularRestore.wsp solution is used for SharePoint 2010, and the
SP2013EndUserGranularRestore.wsp solution is used for SharePoint 2013.
*Note: The End-User Granular Restore feature does not support SharePoint Online and does not
support the on-premise site collections that are registered to the SharePoint Sites group.
1. Navigate to Control Panel > Solution Manager.
50
DocAve 6: Granular Backup and Restore
2. Select the farm where you want to deploy the solution from the Farm drop-down list.
3. Select the SP2010EndUserGranularRestore.wsp/SP2013EndUserGranularRestore.wsp solution
according to the farm you selected.
4. Click Install in the Actions group to install this solution.
5. After the solution is installed, click Deploy in the Actions group to deploy the solution to the
selected SharePoint farm.
For more information of managing solutions, refer to the DocAve 6 Control Panel Reference Guide.
Activating the End-User Granular Restore Feature
To use the End-User Granular Restore feature, complete the following steps to activate the feature in
the desired site collections in both DocAve Manager and SharePoint after the solution is deployed to the
desired farms.
1. In DocAve Manager, navigate to Granular Backup and Restore > Restore > End-User Granular
Restore.
2. Expand the tree to the site collection level. Select the site collections that you want to activate
the End-User Granular Restore feature. You can also select the farm node or the Web
application node to select all included site collections.
3. Click Activate on the ribbon to activate the feature in the selected site collections. You can also
click Activate next to each site collection to activate the feature one by one.
The site collection status of activating the End-User Granular Restore feature is displayed in the
Status column.
4. Access the site collection in SharePoint that the End-User Granular Restore feature is activated
on in DocAve.
5. Manage the site collections features according to your SharePoint version.

When using SharePoint 2010, navigate to Site Actions > Site Settings > Site Collection
Administration > Site collection features.

When using SharePoint 2013, click the settings ( ) button on the upper-right corner
and navigate to Site settings > Site Collection Administration > Site collection features.
6. Activate the End-User Granular Restore for SharePoint 2010/End-User Granular Restore for
SharePoint 2013 feature. After the activation, you can find the Restore from Backup link under
the Site Actions drop-down list (in SharePoint 2010) or under the drop-down list after clicking
the settings ( ) button (in SharePoint 2013).
DocAve 6: Granular Backup and Restore
51
Configuring the End-User Granular Restore Settings
Before the end user proceeds with an End-User Granular Restore, complete the following steps to
configure the settings:
1. Select the site collections by selecting the checkboxes next to the relative URL.
2. Click Advanced Settings on the ribbon to configure the settings for the selected site collections.
You can also click Advanced Settings next to each site collection to configure the settings one by
one.
a. Verify GUID – When an object in the backup data having the same name exists in the
destination, you can select how to deal with this situation:
o
Select the Verify object GUID in backup data option to compare the object
GUID in the backup data with the object GUID in the destination. If the GUIDs
are not the same, the object in the backup data will not be restored.
o
Deselect this option to not compare the GUID. The object in the backup data will
be restored.
b. Permission Level – Select the required minimum permission level for the end-user
restore: Full Control, Design, or Contribute. Only if the end user has the specified
permission level or higher to the desired SharePoint content, he/she can search out the
content from the backup data. If the end user does not have the required permission
level to the desired SharePoint content, he/she cannot search out the content or
perform the restore job.
If a site collection has Read-only (blocks additions, updates, and deletions) selected in
the Lock status for this site settings (SharePoint Central Administration > Site
Collection Quotas and Locks > Site Lock Information), the end-user can only view the
site content and does not have Full Control, Design, or Contribute permission level.
Therefore, the end-user cannot perform a search or restore operations at the specified
site collection.
c. Conflict Resolution – Define the conflict resolution behavior. When restoring, if the
SharePoint object name in the source node is the same as an existing object in the
destination node, it is considered a conflict.
o
52
Container level conflict resolution – Set the conflict resolution on the 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 configuration overwrites the
destination one.
DocAve 6: Granular Backup and Restore

Replace deletes the destination container and then restores the source
container 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,
document, attachment level.

Skip ignores the source item, document, or attachment that has the
same item ID document name or attachment name as the destination
item, document, or attachment.

Overwrite copies the source item, document, or attachment to the
destination by overwriting the destination item, document, or
attachment with same item ID, document name, or attachment name.

Overwrite by Last Modified Time keeps the conflict item, document, or
attachment which has the latest modified time and overwrites the older
one.

Append an Item/Document Name with a Suffix adds the conflict source
item, document, or attachment to the destination and adds a suffix to
the end of the item title, document name, or attachment name. The
conflict destination item/document/attachment 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.
d. Temp Location –Stores temporary data when your users download backup data in
SharePoint. You can choose to Use default temp location or Use customized temp
location. If the default temp location has limited space, customizing a temp location is
strongly recommended to guarantee a successful download. If you skip this setting, the
parent node's temp location settings will be inherited.
3. Click OK to save the settings. You can also click Cancel to cancel the settings.
Using the End-User Granular Restore Feature
To perform an End-User Granular Restore job, an end user should complete the following steps:
1. Access the site collection with the required permission.
2. Launch End-User Granular Restore according to your SharePoint version.

When using SharePoint 2010, navigate to Site Actions > Restore from Backup. The
Restore from Backup page appears.

When using SharePoint 2013, click the settings ( ) button on the top right corner and
click Restore from Backup. The Restore from Backup page appears.
DocAve 6: Granular Backup and Restore
53
On the page, the left pane in SharePoint 2010 or the upper pane in SharePoint 2013 is used to
configure the search conditions and perform the search. The right pane in SharePoint 2010 or
the bottom pane in SharePoint 2013 is used to select the desired contents from the search
results and perform the restore or download operation.
The End-User Granular Restore feature does not support searching or restoring backup data of
My Registered Sites, including the Site Collections registered in SharePoint Online and local
farms.
3. Configure the search conditions:

Restore object level – Select the level of the objects that you want to restore.

Keyword – Search the desired contents by the keywords. The object name/title
containing the keyword will be searched out.
*Note: The search function is not case sensitive. The wildcards ? and * are supported.
View the table below for details of what to search when entering the keyword.
Object Level
List
Library
Folder
Item
Document
Attachment

What to Search
List name
Library name
Folder name
Item title
Document name and/or the extension
Attachment name
Backup Time – Search the contents within the specified time range:
o
This Week – Search the contents backed up within this week.
o
This Month – Search the contents backed up within this month.
o
Custom – Search the contents backed up within the customized time range.
Click the calendar to select the specified date and time.
4. Click Search to start searching the contents that match the search conditions. You can also click
Reset to reset the search conditions. The search results are displayed on the right pane.
*Note: If the number of the search results exceeds the maximum limit of 500, a message
appears to remind you to try the search again with more specific keywords.
To customize the maximum number of returned search results, refer to the
MediaIocConfigurations.config file. To customize the maximum number of search results
displayed, refer to the ControlUserConfigFile.config file. For more Information, refer to
Configuring the Max Search Count.
54
DocAve 6: Granular Backup and Restore
5. On the Search Result pane, view the following information:

Object Name – The name of the objects that matches the search conditions. Hover over
the object name and click the arrow that appears to view the backup history.

Backup Time – The time when the objects are backed up. Click the time to view the
backup history of this object.

Path – The URL of the objects in the source.
6. Select the desired objects by selecting the checkboxes next to the object names.
7. Select the checkbox ahead of the object to perform the following actions, or hover over the
object name, select the triangle ( ) button, and then perform the following actions by clicking
one of the corresponding options:

Click Restore to restore the latest version of the object.

Click View Backup History to view the version and select the version that you want to
restore.

Click Download to open or save the selected object.
*Note: Currently, only attachments and documents can be downloaded. You cannot
download a library, item, or list.
You can also perform the restore and download actions by clicking the Restore and Download
buttons above the pane.

Restore: This allows you to select multiple files to restore in bulk.

Download: This allows you to select multiple files to download in bulk. However, if the
selected file is a stub or system file, or the download operation fails or completes with
exception, an error message will notify you that all or some of the selected files failed to
download. Click the job report link provided after the message to view the detailed
information. The report lists the document URL, job status, and a detailed job result
description.
8. After you click Restore, a pop-up window appears asking you to configure the e-mail
notification. The specified users will receive e-mail notifications about the restore job results.
Use a semicolon (;) to separate multiple e-mail addresses. The send e-mail settings configured in
DocAve will be used as a first priority. If the settings are not configured in DocAve, ensure that
Outgoing E-mail in General Settings is configured in SharePoint.
*Note: This e-mail notification setting is optional, and you can skip it by clicking OK directly.
9. Click OK when you are finished. A pop-up window appears indicating that the restore job is
running.
10. The restore job result is displayed in the pop-up window after the job completes. Click OK to
close the pop-up window. You can also close the pop-up window during the restore process,
which does not affect the restore job.
*Note: Click Powered by AvePoint DocAve on the End-User Granular Restore page. It will link to the
AvePoint homepage in a new Web window.
DocAve 6: Granular Backup and Restore
55
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 Monthly Scheme. Use
these two default schemes or create a new scheme as required. To set up a new predefined scheme,
complete the following steps:
1. Select the Backup tab in the Granular Backup and Restore user interface, then click Predefined
Scheme on the ribbon. The Predefined Scheme window appears.
2. Click Create in the Manage group on the ribbon.
3. Name – Enter a name into the Predefined Scheme text box, and add an optional Description.
4. Schedule Settings – Click Add Schedule to set up a schedule. The Add Schedule tab appears.
5. 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 updated
since the last full backup.
*Note: Frequent consecutive differential backups may back up the same data repeatedly
depending upon changes you’ve made in the source since the last Full Backup, 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.
6. Type – Select the interval at which the backup occurs: By hour, By day, By week, or By month.
7. 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 checkbox to
configure more settings for the frequency. For more information, see the Advanced Predefined
Scheme Settings section below.
8. Range of Recurrence – Choose one of the following options to configure when to start and stop
running the recurring schedule:

56
No end date – The job is run on schedule all of the time.
DocAve 6: Granular Backup and Restore

End after … occurrence(s) – The job stops running after running the specified times.

End by – The job ends by the date you select.
Advanced Predefined Scheme Settings
The following advanced settings are available for configuring a predefined scheme:
By Hour

Specify production time: From … to … – Run the backup job on the specified production
time.

Select time below – Select the time you want to run the backup job. To add several run
job time, click Add.
By Week
Run every … week(s); On … – Select the days of the week to run the plan on, and enter after how many
weeks to recur.
By Month

On day … of … – Select the day and the month to run the backup job. For example, set
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, set 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 e-mail settings, refer to the DocAve 6 Control Panel Reference Guide.
DocAve 6: Granular Backup and Restore
57
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.
1. On the Time-based Restore tab within the Data Selection step of the Restore Wizard, select the
object level as the search scope by clicking the object name in the data tree.
Level
Site
Collection
Site

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:
Rule
URL
URL
Site Title
List
App
Folder
Item
58
Name
Title
Name
Title
Condition
Matches
Value
sitecollection
Equals
http://test:20000/s
ites/sitecollectionA
Matches
siteA
Equals
Matches
http://test:20000/s
ites/sitecollectionA
/siteA
A
Equals
siteA
Matches
A
Equals
listA
Matches
A
Equals
AppA
Matches
A
Equals
folderA
Matches
A
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 App whose title
matches A.
Searches for the App whose title
equals AppA.
Searches for the folder whose
name matches A.
Searches for the folder whose
name equals folderA.
Searches for the item whose title
matches A.
DocAve 6: Granular Backup and Restore
Level
Rule
Attribute
Document
Document
Name and
Extension
Attribute
Attachment

Document
Name and
Extension
Condition
Equals
Value
itemA
Matches
A
Equals
userA
Matches
A
Equals
fileA.doc
Matches
A
Equals
userA
Matches
A
Equals
attachmentA.doc
Result
Searches for the item whose title
equals itemA.
Searches for the item whose
attribute matches A.
Searches for the item that has an
attribute: userA.
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.
Searches for documents that has
an attribute: userA.
Searches for the attachment
whose document name and
extension match A.
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 of the rules is searched out.
o
Or – The content that meets one of the rules is searched out.
2. 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
59
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
Web Part
Business Data Actions
Business Data Connectivity Filter
Business Data Item
Business Data Item Builder
Business Data List
Support Status
Partially Supported
*Note: The backup and
restore of the Web part
common settings are
supported. Other settings
are not tested.
Chart Web Part
Excel Web Access
Indicator Details
Status List
Visio Web Access
Categories
Content Query
Relevant Documents
RSS Viewer
Site Aggregator
Sites in Category
Summary Links
Table Of Contents
Web Analytics Web Part
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Partially Supported
*Note: The backup and
restore of the Web part
common settings are
supported. Other settings
are not tested.
Partially Supported
*Note: The backup and
restore of the Web part
common settings are
supported. Other settings
are not tested.
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
WSRP Viewer
Filters
60
XML Viewer
Apply Filters Button
Choice Filter
Current User Filter
Date Filter
Page Filed Filter
Query String(URL) Filter
SharePoint List Filter
DocAve 6: Granular Backup and Restore
Forms
Media and Content
Outlook Web App
Social Collaboration
Web Part
Text Filter
HTML Form Web Part
InfoPath Form Web Part
Content Editor
Image Viewer
Media Web Part
Page Viewer
Picture Lib Slideshow Web Part
My Calendar
My contacts
My Inbox
My Mail Folder
My Tasks
Contact Details
Note Board
Organization Browser
Site Users
Tag Cloud
User Tasks
DocAve 6: Granular Backup and Restore
Support Status
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
*Note: The related user
information of this Web
part is also backed up.
Supported
Supported
Supported
Supported
Supported
61
Appendix C – Supported and Unsupported Features for
SharePoint Online
The following table lists the supported and unsupported features for SharePoint Online in Granular
Backup and Restore.
Backup
The following table provides a list of supported and unsupported features when performing a backup
job for SharePoint Online.
Functionality Name
Ad Hoc Backup
Plan Builder
Wizard Mode
Form Mode
Tree Mode
Storage Policy
Filter Policy
Apps
Predefined Scheme
Schedule Selection
Restore Granularity Level
No Schedule
Select a predefined scheme
Configure the schedule myself
Item
Site
Site Collection
User Profile
Workflow
Data Compression
Data Encryption
Security Profile
Agent Group
Notification
Associated Plan Group
Backup Type
62
Definition
Instance
SharePoint Agent
Media Service
SharePoint Agent
Media Service
Full
Support Status
Supported
Supported
Supported
Supported
Supported
Supported
Partially Supported
*Note: The ProviderHost Apps and the
Auto-Host Apps are
not fully tested.
Supported
Supported
Supported
Supported
Supported
Unsupported
Unsupported
Partially Supported
*Note: Some
properties are not
supported.
Supported
Unsupported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
DocAve 6: Granular Backup and Restore
Functionality Name
Incremental
Differential
Simplified
Details
Job Report
Support Status
Supported
Supported
Supported
Supported
Restore
The following table provides a list of supported and unsupported features when performing a restore
job for SharePoint Online.
Time-based
restore
Restore
Method
Object-based
restore
Restore Settings
Functionality Name
Plan Filter
Filter by
Job Filter
Time Range
Displaying backup jobs in the Calendar view
Site Collection
Site
App
List
Advanced
Search
Folder
Item
Attachment
Document
Site Collection
Site
App
List
Restore
Object Level
Folder
Item
Attachment
Document
Equals
Condition
Matches
Time Range
Locate
In place restore
Restore Type
Out of place restore
Restore to file system
Normal user mapping
Add a default destination user
User Mapping Add a place holder account to
keep metadata even if the user no
longer exists
Domain Mapping
Language Mapping
DocAve 6: Granular Backup and Restore
Support Status
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Unsupported
Supported
Supported
63
Functionality Name
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
Container level conflict
Conflict
resolution
Resolution
Content level conflict resolution
Check for Conflicts in Destination Recycle Bin
Exclude User/Group Without Permission
Restore the item-dependent
Item Depended columns and content types to
maintain item integrity
Columns and
Content Types
Do not restore item-dependent
columns and content types
Global Settings Global settings for container
for Restoring
configuration
Content,
Global settings for content
Property and
configuration
Security
Security
Property
Notification
Simplified
Job Report
Detailed
User Profile
Apps
Apps Conflict
Resolution
Workflow
Version Settings
Schedule
64
Skip
Update App Only
Replace App and AppData
Definition
Instance
Restore all versions
Restore the latest versions
Restore immediately after the
wizard finishes
Configure the schedule myself
Support Status
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Unsupported
Unsupported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Partially
Supported
*Note: Some
properties are
not supported.
Supported
Supported
Unsupported
Supported
Supported
Unsupported
Supported
Supported
Supported
Supported
DocAve 6: Granular Backup and Restore
Plan Manager
The following table provides a list of supported and unsupported features in Plan Manager.
Functionality Name
View Details
Edit
Delete
Plan Group
Test Run
Run Now
Support Status
Supported
Supported
Supported
Supported
Supported
Supported
*Note: Granular Backup and Restore for SharePoint Online supports backing up or restoring the Apps for
SharePoint. However, there are some limitations for the Apps that are not added from SharePoint App
Store:


Because of the Client API limitation, DocAve cannot obtain the App stream stored in the
Microsoft server database. Therefore, DocAve cannot automatically create an App
definition in the destination App Catalog Site Collection.
o
When backing up the App definition, DocAve cannot back up all of the App
definition's installation components. Instead, DocAve obtains and backs up
some properties, such as the Product ID, Product Version, and so on.
o
An App definition that is the same as the source one must exist in the
destination App Catalog Site Collection so that DocAve can restore the source
App and AppData normally.
Make sure that the user who registered all of the site collections under the My
Registered Sites node in the tree has the Read or above permission to the Apps for
SharePoint library in the App Catalog Site Collection. Otherwise, DocAve cannot load
the Apps node in the tree.
Due to the limitations mentioned above, the Update App Only in Apps Conflict Resolution setting is not
currently supported. If you select the Update App Only in Apps Conflict Resolution setting, the job will
directly skip.
DocAve 6: Granular Backup and Restore
65
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
Health Analyzer
Hot Key
B
R
P
1
2
3
4
5
6
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
Plan Builder
Storage Policy
Filter Policy
66
A
P
Functionality Name and Hot Key
Ad Hoc Backup
A
Default Settings
D
Wizard Mode
W
Form Mode
F
Run Now
Cancel
OK
Cancel
Back
Next
Finish
Cancel
OK
Cancel
R
C
O
C
B
N
F
C
O
C
S
F
DocAve 6: Granular Backup and Restore
Predefined
Scheme
Functionality Name and Hot Key
Create
N
H
Edit
View
E
Save
V
Cance
l
Edit
OK
Back
S
Save
Save As
C
E
Save
O
B
S
A
S
Save
Save
As
S
A
Cancel C
Cancel
Delete
Close
Job Monitor
C
D
X
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
End-User Granular
Restore
R
D
U
L
J
E
Restore Wizard
Restore
R
Functionality Name and Hot Key
Create Container
CC
Advanced Search
A
Locate
Back
Next
Finish
Cancel
L
B
N
FN
CX
DocAve 6: Granular Backup and Restore
OK
Cancel
Search
Cancel
O
C
S
C
67
End-User Granular Restore
End-User Granular
Restore
E
Functionality Name and Hot Key
Advanced Settings
AD
Activate
Deactivate
Close
Save
Cancel
O
C
AC
D
C
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.
Functionality Name and Hot Key
Save
Edit
View Details
E
Delete
D
Test Run
T
Run Now
R
68
E
V
Edit
S
Cancel
Test Run
Run Now
Close
T
R
C
Save
S
Cancel
C
OK
Cancel
OK
Cancel
O
C
O
C
Save and Run
Now
Save
Save As
R
S
A
C
Save and Run Now
Save
Save As
R
S
A
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
Site Collections
Sites
DocAve 6: Granular Backup and Restore
Restore with Specified Granularity
Site Collection
Site
Item Level
Level
Level
√
√
√
√
√
Note
What to Select When Restoring
69
Restore Level/
What to Restore
Restore with Specified Granularity
Site Collection
Site
Item Level
Level
Level
Apps
√
Lists
√
70
Note
What to Select When Restoring
 To restore the App site, select the node named by the App.
 To restore the AppData, select the App site and AppData
nodes.
 Due to the SharePoint limitation, you cannot use the
SharePoint System Account as the Agent account to restore
the App-related data.
 DocAve supports to back up and restore the SharePointhosted Apps. The provider-hosted and auto-hosted Apps
are not supported.
DocAve 6: Granular Backup and Restore
Restore Level/
What to Restore
Restore with Specified Granularity
Site Collection
Site
Item Level
Level
Level
Libraries
√
Folders
√
DocAve 6: Granular Backup and Restore
Note
What to Select When Restoring
71
Restore Level/
What to Restore
Restore with Specified Granularity
Site Collection
Site
Item Level
Level
Level
Items, Documents, and Attachments
Content Types
Note
√
√
√
√
 The content types can be restored together with the site
collection/site/list/library/item/document.
N/A
N/A
N/A
SharePoint Workflows
√
SharePoint Designer Customizations
√
√
√
 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.
Web Parts
√
√
√
 The Web parts can be restored together with the selected
content.
User Profiles
√
√
Lists and items with Managed
Metadata
√
√
√
Sites with Custom Templates
√
√
√
72
What to Select When Restoring
 If you want to restore an item that uses the managed
metadata term sets, make sure the Managed Metadata
Service is started on the 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.
N/A
N/A
DocAve 6: Granular Backup and Restore
Workflow Restore Notes
To restore the workflow definition and instance, make sure you have selected the related checkboxes
(Include Workflow Definition and Include Workflow Instance) when performing the backup job and
also you must select the related checkboxes in Workflow field when performing a restore job. Note that
the Replace or Merge for Container level conflict resolution in the Restore Settings must be selected.
In the Workflow section, select the options as introduced below:

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
the Restore Wizard, you can choose whether or not to restore the running workflow
instances from the backup data to the destination, and continue to set the status of the
restored instances, cancel the workflows or restart the workflows.
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: Granular Backup and Restore does not support restoring the workflow instance for SharePoint
Online environment.
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 Merge or Skip, the backed-up workflow definition will not be restored.
Restoring Workflow Instances
If the content where the workflow instance is based on skips being restored to the destination, the
workflow instance will not be restored. If the content is restored to the destination and there is an
existing destination workflow definition having the same name as the one in the source, the backed up
workflow instance will be restored to the destination.
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.
DocAve 6: Granular Backup and Restore
73
Currently, the following three types of workflow instances cannot be restored:

Workflow instances in checked out files

Workflow instances in SharePoint 2013 running on Windows Workflow Foundation 4
(installed with Workflow Manager)

Workflow instance of SharePoint Designer workflow whose platform type is SharePoint
2013 Workflow.
Supported and Unsupported Workflows
View the support status of different types of workflows in SharePoint on-premises and SharePoint
Online.
Workflow Name
SharePoint Built-in
Workflow
SharePoint Designer
Workflow
Nintex Workflow
Visual Studio
Workflow
Visio Workflow
74
SharePoint On-Premises
Support Status
Supported (SharePoint 2010,
SharePoint 2013)
Supported (SharePoint 2010,
SharePoint 2013)
Supported (SharePoint 2010,
SharePoint 2013)
Unsupported
Unsupported
SharePoint Online Support Status
Only support workflow definition.
Only support workflow definition.
Unsupported
Unsupported
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 and
SP2013GranularBackupRestore.cfg
Configure the SP2010GranularBackupRestore.cfg/SP2013GranularBackupRestore.cfg file to specify the
following configurations:

Whether to back up and restore the stubs (generated when using Connection or Storage
Manager) and the data related to the stubs.

How to deal with the conflict columns when the content types these columns are added
to are merged to the destination

Whether to keep checking the sub-sites or sub-folders when their corresponding upper
level objects are filtered out by the applied filter policy
DocAve 6: Granular Backup and Restore
75
Backing Up and Restoring Stubs and Related Data
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 configure the backup settings.

Skip – Do not back up any stubs. The data related to the stubs is also not backed up.

OnlyBackupContent – 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 configure 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, it is only supported to use In Place
Restore to restore the stubs. Otherwise, the stubs cannot be restored.
Restore the stubs after you have run a Clean Up Orphan BLOBs job (this job removes
orphan BLOB content in the external storage after the corresponding stubs are removed
from SharePoint). Granular Restore can restore the stubs successfully and make these
stubs connect to the related BLOB content in the external storage after the BLOBs are
restore to the external storage by customer.

false – Both the stubs and the data related to the stubs will not be restored.
Dealing With Conflict Columns When Merging the Content Types
Associated with These Columns to the Destination
For SharePoint 2010/2013, configure the SP2010GranularBackupRestore.cfg/
SP2013GranularBackupRestore.cfg file to configure how to deal with the conflict columns when the
content types these columns are added to are merged to the destination.
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 FieldLinkInConTentType attribute. Modify the value of this attribute.
76
DocAve 6: Granular Backup and Restore

Merge (default) – Add the conflict columns to the destination.

Overwrite – Copy the conflict columns to the destination and overwrite the
corresponding destination ones.
Keeping Checking the Sub-sites or Sub-folders When Their Upper Level
Objects are Filtered Out
For SharePoint 2010/2013, configure the SP2010GranularBackupRestore.cfg/
SP2013GranularBackupRestore.cfg file to configure whether to check the sub-sites or sub-folders when
the corresponding upper level sites or folders are already filtered out by the applied filter policy.
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 disableFilterTrickleDown attribute. Modify the value of this attribute.

false (default) – Keep checking the sub-sites or sub-folders even if the corresponding
upper level sites or folders are already filtered out by the applied filter policy.

true – Not keep checking the sub-sites or sub-folders when the corresponding upper
level sites or folders are already filtered out by the applied filter policy.
DocAve 6: Granular Backup and Restore
77
Notices and Copyright Information
Notice
The materials contained in this publication are owned or provided by AvePoint, Inc. and are the property
of AvePoint or its licensors, and are protected by copyright, trademark and other intellectual property
laws. No trademark or copyright notice in this publication may be removed or altered in any way.
Copyright
Copyright © 2012-2015 AvePoint, Inc. All rights reserved. All materials contained in this publication are
protected by United States and international copyright laws and no part of this publication may be
reproduced, modified, displayed, stored in a retrieval system, or transmitted in any form or by any
means, electronic, mechanical, photocopying, recording or otherwise, without the prior written consent
of AvePoint, 3 Second Street, Jersey City, NJ 07311, USA or, in the case of materials in this publication
owned by third parties, without such third party’s consent. Notwithstanding the foregoing, to the extent
any AvePoint material in this publication is reproduced or modified in any way (including derivative
works and transformative works), by you or on your behalf, then such reproduced or modified materials
shall be automatically assigned to AvePoint without any further act and you agree on behalf of yourself
and your successors, assigns, heirs, beneficiaries, and executors, to promptly do all things and sign all
documents to confirm the transfer of such reproduced or modified materials to AvePoint.
Trademarks
AvePoint®, DocAve®, the AvePoint logo, and the AvePoint Pyramid logo are registered trademarks of
AvePoint, Inc. with the United States Patent and Trademark Office. These registered trademarks, along
with all other trademarks of AvePoint used in this publication are the exclusive property of AvePoint and
may not be used without prior written consent.
Microsoft, MS-DOS, Internet Explorer, Office, Office 365, SharePoint, Windows PowerShell, SQL Server,
Outlook, Windows Server, Active Directory, and Dynamics CRM 2013 are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries.
Adobe Acrobat and Acrobat Reader are trademarks of Adobe Systems, Inc.
All other trademarks contained in this publication are the property of their respective owners and may
not be used without such party’s consent.
Changes
The material in this publication is for information purposes only and is subject to change without notice.
While reasonable efforts have been made in the preparation of this publication to ensure its accuracy,
AvePoint makes no representation or warranty, expressed or implied, as to its completeness, accuracy,
or suitability, and assumes no liability resulting from errors or omissions in this publication or from the
use of the information contained herein. AvePoint reserves the right to make changes in the Graphical
User Interface of the AvePoint software without reservation and without notification to its users.
AvePoint, Inc.
Harborside Financial Center, Plaza 10
3 Second Street, 9th Floor
Jersey City, New Jersey 07311
USA
78
DocAve 6: Granular Backup and Restore
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement