DocAve Online. User Guide

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1 DcAve Online User Guide Issued January 2018

2 Table f Cntents What s New in the Guide... 7 Abut DcAve Online... 8 Submitting Dcumentatin Feedback t AvePint... 9 Supprt Infrmatin Supprted Brwsers Supprted Clud Strage Infrmatin Supprted Cncurrent Jbs Integratin with AvePint Online Services AvePint Online Services Versins: Cmmercial and U.S. Gvernment Public Sectr Befre Yu Begin Managing My Settings Registering Office 365 Objects Required Permissins Prducts in DcAve Online Features Specific t DcAve Online Prduct Mdules Cmmn Features Administratr Granular Backup & Restre Deplyment Manager Replicatr Cntent Manager Jb Mnitr Cntrl Panel Archiver Reprt Center Managing SharePint Sites Wrking with the SharePint Sites Tab Recnnecting Site Cllectins Managing OneDrive fr Business Wrking with the OneDrive fr Business Tab

3 Recnnecting OneDrive fr Business Managing Exchange Mailbxes Wrking with the Exchange Mailbxes Tab Recnnecting Mailbxes Managing Office 365 Grup Mailbxes Wrking with the Office 365 Grup Mailbxes Tab Recnnecting Mailbxes Managing Office 365 Grup Team Sites Wrking with the Office 365 Grup Team Sites Tab Recnnecting Office 365 Grup Team Sites Cnfiguring Dynamic Object Registratin Settings Exchange Online Backup and Restre Launching Exchange Online Backup and Restre User Interface Overview Cnfiguring Devices and Setting up Strage Plicies Perfrming an Exchange Online Backup Overview f Backup Types Selecting Cntent t Back Up Understanding Ad Hc Backup Using the Plan Builder Perfrming an Exchange Online Restre Selecting Backed-Up Data t Restre Perfrming an in Place Restre Perfrming an Out f Place Restre Restring t a Strage Lcatin Checking a Jb Status Additinal Optinal Cnfiguratins Predefined Schemes Advanced Predefined Scheme Settings Identity Manager Launching Identity Manager User Interface Overview

4 Creating a New User Creating Users in Batch Creating a Temprary User Creating a New Grup Creating Grups in Batch Cnfiguring a Plicy Enfrcer Prfile Creating a Plicy Enfrcer Prfile Managing Existing Plicy Enfrcer Prfiles Managing Rules in Plicy Enfrcer Prfile Perfrming a Test Run fr a Plicy Enfrcer Prfile Checking Cnflicting Rules in Separate Prfiles Managing Existing Users Creating and Managing User Sets Creating and Managing User Filters Adding Users fr Management Managing User List Editing User Details Resetting User Passwrds Deleting Users Managing Grups fr Users License Management Applicatin Management Mailbx Delegatin Management Managing Temprary Users Managing Deleted Users Managing Existing Grups Creating and Managing Grup Sets Creating and Managing Grup Filters Adding Grups fr Management Managing Grup List Editing Grup Deleting Grups

5 Managing Members fr Grups License Management Applicatin Management Mailbx Delegatin Management Managing DcAve Online Accunts User Type Pwer User Applying User-Based View Applying Object-Based View Standard User Supprt Managing an Office 365 Accunt Cnfiguring Yur Own Strage as a Physical Device Cnfiguring Exprt Lcatins Managing Exprt Lcatins Creating and Editing Exprt Lcatins Trubleshting Submitting Feedback Bug Reprt Interface Imprvement Feature Suggestin Enabling Integratin with SCOM Best Practices fr Backing Up Large Amunts f Data with Exchange Online Backup & Restre Making Efficient Plan Grups Best Practices fr Backing Up Large Amunts f Data with Granular Backup & Restre Making Efficient Plan Grups Aviding SharePint Online Thrttling Appendix A: Data Types Supprted by Exchange Online Backup and Restre Appendix B: Unsupprted SharePint Online Data Types Appendix C: Supprted and Unsupprted Functinalities fr Office 365 Grups Administratr Appendix D: Advanced Search fr Exchange Online Time-based Restre Appendix E: Supprted Design Element Mappings

6 Appendix F: Unsupprted Prject Online Data Types Appendix G: Database Limitatins Ntices and Cpyright Infrmatin

7 What s New in the Guide Updated the Registering Office 365 Objects sectin. Added the Using Accunt Pl t Imprve Jb Perfrmance sectin. Added the Restring Managed Metadata Service sectin. Added the Cpying r Mving Shared Links sectin. DcAve Online Cntrl Panel supprts cnfiguring templates. Fr details, refer t Cnfiguring an Template. DcAve Online Archiver supprts exprting data befre archiving. Fr details, refer t Exprting Befre Archiving Settings. Added the Backing up and Restring Prject Online Data sectin and Appendix F: Unsupprted Prject Online Data Types. Updated the Supprted Plicy Enfrcer Rules sectin. 7

8 Abut DcAve Online DcAve Online ffers pwerful backup, administratin, and management capabilities thrugh a Sftware as a Service (SaaS) platfrm, fr rganizatins utilizing Micrsft Office SharePint Online, Exchange Online, and Office 365 Grup. With DcAve Online, rganizatins can maintain the same level f cntrl ver their clud-based assets as they experience with n-premises slutins. Hsted n Micrsft s Azure Web Services, n their Infrastructure as a Service (IaaS) fferings, DcAve Online empwers rganizatins t extend clud cmputing as their specific business needs dictate by enabling: simplified user and permissins management; granular cntent prtectin and failver capabilities; n-demand cntent restructuring, user slutins, and site elements deplyment; custmized reprting; synchrnizatin and publicatin f cntent acrss sites and mailbxes. The DcAve Online prduct suite is very similar t the DcAve n-premises suite with sme key differences that have evlved ver time. This guide presents thse key differences, hwever, fr detailed infrmatin abut prefrming tasks and actins that are duplicated between the DcAve Online and DcAve prducts, see the DcAve guides belw: Granular Backup & Restre Fr full details and guidelines abut using Granular Backup & Restre, refer t the Granular Backup and Restre User Guide. Administratr Fr full details and guidelines abut using Administratr, refer t the Administratr User Guide. Cntent Manager Fr full details and guidelines abut using Cntent Manager, refer t the Cntent Manager User Guide. Deplyment Manager Fr full details and guidelines abut using Deplyment Manager, refer t the Deplyment Manager User Guide. Replicatr Fr full details and guidelines abut using Replicatr, refer t the Replicatr User Guide. Reprt Center Fr full details and guidelines abut using Reprt Center Audit Reprts and Cnfiguratin Reprts, refer t the Reprt Center User Guide. Archiver Fr full details and guidelines abut using Reprt Center Audit Reprts and Cnfiguratin Reprts, refer t the Archiver User Guide. Cntrl Panel Fr full details and guidelines abut using the Cntrl Panel, refer t the Cntrl Panel Reference Guide. Jb Mnitr Fr full details and guidelines abut using Jb Mnitr, refer t the Jb Mnitr Reference Guide. DcAve Online is available bth cmmercially and fr the U.S. Gvernment Public Sectr. DcAve Online charges licenses fr several Office 365 subscriptins. Fr mre infrmatin, refer t Licensing Infrmatin. 8

9 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 9

10 Supprt Infrmatin This sectin prvides the fllwing supprt infrmatin: Supprted Brwsers Supprted Clud Strage Infrmatin Supprted Cncurrent Jbs Supprted Brwsers The fllwing table utlines the required brwser versins t supprt DcAve Online. Brwser Versin Internet Explrer IE 11 Micrsft Edge The latest versin Ggle Chrme The latest versin Mzilla Firefx The latest versin Safari fr Mac The latest versin Supprted Clud Strage Infrmatin The fllwing table prvides the supprted types f clud strage. Strage Micrsft Azure Blb Strage Amazn S3 Cmpatible Amazn S3 Rackspace Clud File Drpbx Bx OneDrive TSM SFTP FTP NetApp AltaVault 10 Additinal Infrmatin DcAve Online nly supprts writing backup data t the Blck BLOBs strage type. N/A N/A N/A N/A N/A Due t perfrmance issues, AvePint des nt recmmend using OneDrive fr strage when using DcAve Online. N/A DcAve Online supprts cnfiguring a specific flder structure in which t stre data in FTP, SFTP, and NetApp AltaVault. The data will be stred accrding t the specified flder structure. If yu d nt cnfigure this field, the data will be stred in the FTP/SFTP/NetApp AltaVault rt flder. This is an ptinal cnfiguratin. T cnfigure a specific flder structure, in the Rt Flder text bx in DcAve Online, enter the desired flder structure in FTP/SFTP/NetApp AltaVault where yu wuld like t stre the data. If the specified flder structure des nt exist in FTP/SFTP/NetApp AltaVault, the flder structure will be autmatically created.

11 Supprted Cncurrent Jbs DcAve Online can supprt a maximum f five cncurrent jbs fr a tenant. These five jbs can be running frm five different prducts within DcAve Online. 11

12 Integratin with AvePint Online Services DcAve Online is integrated with AvePint Online Services. T sign up fr a DcAve Online accunt, yu must first sign up fr an accunt with AvePint Online Services. AvePint prvides the fllwing methds t sign up fr an AvePint Online Services accunt: Sign up n the AvePint Online Services website. On the AvePint website, visit the AvePint Online Services page r the DcAve Online page. T sign up fr AvePint Online Services fr the U.S. Gvernment Public Sectr, access the fllwing URL: T access DcAve Online, use ne f the entries abve t sign in AvePint Online Services. Fr details, refer t the AvePint Online Services User Guide. Frm any page within DcAve Online yu can pen a new tab t access AvePint Online Services r anther AvePint service. Click the change t a different service ( ) buttn n the upper-right crner, and then click AvePint Online Services r a service. AvePint Online Services Versins: Cmmercial and U.S. Gvernment Public Sectr There are tw versins f AvePint Online Services: a versin fr Cmmercial use, and a versin available n Micrsft s Clud Platfrm fr U.S. Gvernment. The U.S. Gvernment Public Sectr versin f AvePint Online Services ffers the same functinality as the Cmmercial versin. Fr details, refer t the AvePint Online Services User Guide. 12

13 Befre Yu Begin Refer t the sectins belw t get started with DcAve Online. Managing My Settings Use My Settings t view and update yur accunt infrmatin as well as the system language f yur DcAve Online interface. T edit My Settings, click the username in the tp-right crner f the DcAve Online hmepage and then click Edit n the ribbn. Yu can update the fllwing infrmatin: Edit Infrmatin A descriptin abut the currently lgged in user. Address The address that yu want t receive any accunt-related ntificatin s. Language Preference The system language fr yur DcAve Online interface. Optins are: English, Japanese, r French. Click OK n the ribbn t save yu cnfiguratins, r click Cancel t exit withut saving yur changes. T change the passwrd f yur accunt, g t the My Prfile page in AvePint Online Services. Fr details, refer t the AvePint Online Services User Guide. Registering Office 365 Objects T use DcAve Online t manage yur Office 365 bjects, including SharePint Online site cllectins, OneDrive fr Business, Exchange Online mailbxes, Office 365 grup mailbxes, and Office 365 grup team sites, the bjects must be registered t specific grups. Frm January 21, 2018, the ability t scan and add Office 365 bjects via DcAve Online was mved t Dynamic Object Registratin lcated in AvePint Online Services. If yu want t scan and add Office 365 bjects, navigate t AvePint Online Services > Dynamic Object Registratin and cnfigure registratin prfiles. Fr details, refer t the Manage Dynamic Object Registratin sectin in the AvePint Online Services User Guide. Dynamic Object Registratin prvides the service accunt prfile and app prfile authenticatin methds t scan bjects. If yu chse the app prfile authenticatin methd t scan bjects, the app tken within the app prfile will be used t back up r manage data. Hwever, this methd has sme limitatins n data and functinalities. Fr details abut the limitatins, refer t the Appendix F - App Prfile Limitatins in the AvePint Online Services User Guide. With registratin prfiles cnfigured, the bjects will be autmatically scanned. After the scan prcess is finished, the detected bjects are available in DcAve Online. 13

14 *Nte: Currently, befre running a Cntent Manager, Administratr, Granular Backup & Restre, Deplyment Manager, r Replicatr jb, the Office 365 users used t register the SharePint Online site cllectins, OneDrive fr Business, and/r Office 365 grup team sites will be autmatically granted the Site Administratr permissin. Yu can remve the Office 365 users frm the Site Administratr grup manually after the jb is finished, but the Site Administratr permissin will still be granted t them when running a jb the next time. Required Permissins The bjects that are prtected, reprted, r managed in DcAve Online can be registered thrugh DcAve Online Cntrl Panel r thrugh the Dynamic Object Registratin f AvePint Online Service interface. After the bjects are registered, the users wh have permissin t use a DcAve Online Prduct Mdule can fully use the functinalities t prtect, reprt, r manage the bjects. The required permissins invlve the Glbal Administratr, SharePint Administratr, Exchange Administratr rles in Office 365. Fr details abut these rles, refer t the Micrsft article Abut Office 365 admin rles. If yu use DcAve Online Cntrl Panel t register the bjects, make sure the accunt t register the bjects has the fllwing permissins: Make sure the accunt has the SharePint Administratr rle when yu register the fllwing bjects: SharePint Online site cllectins *Nte: If yu register a single site cllectin, make sure the accunt has the Site Cllectin Administratr permissin t the site cllectin. OneDrive fr Business *Nte: If yu register a single OneDrive fr Business, make sure the accunt is the wner f the OneDrive fr Business. Office 365 grup team sites Make sure the specified accunt has the Exchange Administratr rle when yu register the fllwing bjects: Exchange mailbxes *Nte: If yu register a single Exchange mailbx, make sure the accunt has access t the mailbx. Office 365 grup mailbxes Refer t the sectin belw fr the permissin requirement f the accunt used fr bject registratin, which ensures the functinalities f each DcAve Online Prduct Mdule: 14

15 Fr Granular Backup & Restre, Exchange Online Backup & Restre, Cntent Manager, Deplyment Manager, and Replicatr: The accunt must have the SharePint Administratr rle t ensure the backup and restre f the fllwing bjects: SharePint Online site cllectins OneDrive fr Business Office 365 grup team sites The accunt must have the Exchange Administratr rle t ensure the backup and restre f the fllwing bjects: Exchange mailbxes Office 365 grup mailbxes The accunt must have the SharePint Administratr rle t ensure the use f the Administratr functinalities fr the fllwing bjects: SharePint Online site cllectins OneDrive fr Business Office 365 grup team sites The accunt must have the SharePint Administratr rle t ensure the use f the Reprt Center functinalities fr the fllwing bjects: SharePint Online site cllectins Office 365 grup team sites *Nte: If yu want t generate Office 365 Activity Reprts in Reprt Center, make sure an Office 365 app prfile with All permissins granted is cnfigured in AvePint Online Services s that Reprt Center can retrieve the activity data frm Office 365. *Nte: If yu want t reprt the Sharing Outside Yur Cmpany cnfiguratin details and statistics in Cnfiguratin Reprts, the accunt must have the Glbal Administratr rle t retrieve the data. The accunt must have the SharePint Administratr rle t ensure the use f the Archiver functinalities fr the fllwing bjects: SharePint Online site cllectins OneDrive fr Business Fr Identity Manager, the accunt must have the Glbal Administratr rle t retrieve the prperties f users and grups in the Office 365 tenant, and manage licenses, applicatins, and mailbxes fr the users and grups. T view managed Active Directries in Identity Manager, make sure at least ne Micrsft Azure AD app prfile is cnfigured in AvePint Online Services. When yu create the app prfile, the AvePint Online Services Administratin fr Azure app is autmatically created. The 15

16 Office 365 accunt used t cnsent the app must have the Glbal Administratr rle, which is a requirement frm Micrsft. 16

17 Prducts in DcAve Online DcAve Online allws yu t easily manage, restructure, reprt, and prtect yur Office 365 instances frm a centralized dashbard by using a suite f DcAve prducts, which includes: Granular Backup & Restre A fast, flexible, and intelligent backup slutin fr Micrsft SharePint. DcAve Online prvides full fidelity backup and recvery, frm a site cllectin/my Site dwn t an individual item, while maintaining all metadata, security, and versin histry. DcAve Online Granular Backup and Restre supprts restring the cntents t yur strage, s yu can access yur cntent even if yur SharePint Online envirnment ges dwn. Fr full details and guidelines abut using Granular Backup & Restre, refer t the Granular Backup and Restre User Guide. *Nte: If the DcAve Online Agent service gets restarted, the Granular Backup and Restre jbs that were running may fail due t the timeut. DcAve Online will rerun the timeut jbs again nce the Agent service is restarted. Administratr Gives rganizatins universal cntrl ver their enterprise-wide SharePint landscape. Administratr simplifies the implementatin and enfrcement f SharePint access and cntent prvisining gvernance plicies. Administratr ffers the mst cmprehensive slutin t meet any rganizatin s SharePint management and administrative needs. Fr full details and guidelines abut using Administratr, refer t the Administratr User Guide. *Nte: If the current usage f yur Plicy Enfrcer Database exceeds 80% f the ttal prvided space, yu will receive an ntificatin frm the DcAve Online team t infrm yu t free up space. Fr details n Plicy Enfrcer Database limitatins and best practices n hw t maintain recrds and manage yur cnsumptin, refer t Appendix G: Database Limitatins. Cntent Manager Prvides seamless migratin f cntent frm ne lcatin t anther with n backup needed. Cntent Manager allws the user t cmprehensively mve, cpy, and restructure the cntent and tplgy f their SharePint envirnment easily and accurately. Fr full details and guidelines abut using Cntent Manager, refer t the Cntent Manager User Guide. Deplyment Manager Imprves IT efficiency by autmating SharePint Online implementatin frm staging t prductin. Deplyment Manager autmates the change management prcess f user slutins, custmizatins, and site elements, thereby: Minimizing human errr and cst verruns Facilitating pre-prductin testing and deplyment peratins Fr full details and guidelines abut using Deplyment Manager, refer t the Deplyment Manager User Guide. 17

18 Replicatr Keeps cntent synchrnized acrss ne r mre SharePint Online instances. Replicatr can perate within SharePint Online sites f the same Office 365 accunt, r between SharePint Online sites f ne Office 365 accunt t thse f anther Office 365 accunt. Fr full details and guidelines abut using Replicatr, refer t the Replicatr User Guide. Reprt Center Reprts n the user lifecycle, item lifecycle, site actins, list deletin events, permissin changes, cntent type changes, r accrding t custmized filters frm the cllected audit recrds. T generate these reprts, users are required t apply the audit rules and retrieve audit data fr the SharePint Online bjects. DcAve Online Reprt Center als generates Cnfiguratin Reprts t reprt n the cnfiguratin details and the statistics fr the selected scpe. Fr full details and guidelines abut using Reprt Center Audit Reprts and Cnfiguratin Reprts, refer t the Reprt Center User Guide. *Nte: If the current usage f yur Auditr Database exceeded 80% f the ttal prvided space, yu will receive an ntificatin frm the DcAve Online team t infrm yu t free up space. Fr details n the Auditr Database limitatins and best practices n hw t maintain recrds and manage yur cnsumptin, refer t Appendix G: Database Limitatins. *Nte: DcAve Online will autmatically prune Cmpliance Reprts ten days ld frm the Reprt database. If a reprt was generated n the 1 st f the mnth, the data will be pruned n the 11 th. Archiver Deletes drmant cntent (frm items t sites) based n fully-custmizable business rules r an n-demand basis tiered strage management and the supprt f backup and recvery. The fllwing prducts are specific t DcAve Online: Exchange Online Backup and Restre A fast, flexible, and intelligent backup slutin fr Micrsft Exchange. DcAve prvides full fidelity backup and recvery, frm a mailbx dwn t an individual item, while maintaining all frms, types, and metadata. Fr full details and guidelines abut using Exchange Online Backup and Restre, refer t the Exchange Online Backup and Restre sectin. *Nte: If the DcAve Online Agent service gets restarted, the Exchange Online Backup and Restre jbs that were running may fail due t the timeut. DcAve Online will rerun the jbs that timed ut again nce the Agent service is restred. Identity Manager AvePint Identity Manager helps administratrs easily manage clud identities, licenses, and access t applicatins and features synchrnized with Azure Active Directry, such as Office 365. Fr full details and guidelines abut using Identity Manager, refer t the Identity Manager sectin. The fllwing DcAve prducts are available in DcAve Online fr cnfiguring the DcAve Online settings and viewing jb infrmatin: 18

19 Cntrl Panel The central interface fr managing DcAve Online and hw it interacts with yur SharePint/Exchange Online envirnment. Cntrl Panel is als integrated int ther prducts, which enables yu t cnfigure relevant settings withut having t leave the interface f the prduct yu are using. Fr full details and guidelines abut using the Cntrl Panel, refer t the Cntrl Panel Reference Guide. Jb Mnitr Allws yu t view the details r status f jbs, dwnlad reprts, and manage jbs, all frm a central interface. Jb Mnitr is als integrated int ther prducts, which enables yu t manage jbs inside their crrespnding prducts with additinal features specific t the prduct itself. Fr full details and guidelines abut using Jb Mnitr, refer t the Jb Mnitr Reference Guide. *Nte: DcAve Online supprts the Jb Queue feature t view and manage the jbs waiting in a queue. If the number f jbs running in DcAve Online exceeds the resurce limitatin, the jbs will be waiting and displayed in the Jb Queue list. The Prmte actin prmtes any selected waiting jb t the tp f the queue. The Delete actin deletes the selected waiting jbs frm the queue. 19

20 Features Specific t DcAve Online Prduct Mdules The features included in this sectin are specific t the DcAve Online prduct mdules. Any features included in this sectin are nt supprted in the DcAve n-premises versin f the prduct mdules. Cmmn Features The fllwing features are specific t multiple mdules in DcAve Online. Authenticatin Methds fr the Create Cntainer Feature When using the Create Cntainer feature fr Administratr, Archiver, Cntent Manager, Deplyment Manager, Granular Backup & Restre, and Replicatr, yu must select ne f the fllwing authenticatin methds: Use a service accunt prfile If yur rganizatin des nt have multi-factr authenticatin enabled in Office 365, chse this methd and select an Office 365 service accunt prfile that was cnfigured in AvePint Online Services. Fr mre infrmatin abut creating the service accunt prfiles, refer t the Creating a Service Accunt Prfile sectin in the AvePint Online Services User Guide. Use an app prfile If yur rganizatin uses multi-factr authenticatin (MFA) in Office 365, chse this methd. Select an app prfile fr Office 365 and select an Office 365 accunt prfile that has MFS enabled. Bth prfiles were created in AvePint Online Services. Fr mre infrmatin abut creating the prfiles, refer t the Creating an App Prfile fr Office 365 and Creating a Service Accunt Prfile sectins in the AvePint Online Services User Guide. Autmatically Activated Site Cllectin Features Related t Wrkflw Sme wrkflw templates in SharePint Online require activated site cllectin features. When using Archiver, Cntent Manager, Deplyment Manager, Replicatr, r Granular Backup and Restre t restre wrkflw definitins that cntain ne r mre f these wrkflw templates, DcAve Online will autmatically activate the crrespnding site cllectin features in the destinatin if they are deactivated. The table belw lists the wrkflw templates and the crrespnding site cllectin features. Wrkflw Template Three-state Dispsitin Apprval Apprval SharePint 2010 Cllect Feedback SharePint 2010 Cllect Signatures SharePint 2010 Publishing Apprval Site Cllectin Feature Three-state Wrkflw Dispsitin Apprval Wrkflw Wrkflws Wrkflws Wrkflws Publishing Apprval Wrkflw 20

21 Restring Managed Metadata Service If yu want t use Cntent Manager/Deplyment Manager/Replicatr/Granular Backup & Restre/Archiver t cpy, mve, deply, replicate, r restre Managed Metadata Service, make sure the Term Stre Administratr permissin is in place. Refer t the instructins belw fr different scenaris. Yur tenant nly uses the app tken t run jbs. This means yu chse the app prfile authenticatin methd t scan bjects via AvePint Online Services Dynamic Object Registratin, and yur tenant des nt use multi-factr authenticatin (MFA) in Office 365. In this scenari, cmplete the fllwing steps t grant the permissin: i. Lg int Office 365 admin center. ii. Navigate t SharePint admin center > term stre > Term Stre Administratrs. iii. Make sure the app@sharepint accunt is ne f the Term Stre Administratrs. If this accunt is nt the administratr, enter i:0i.t ff1-ce app@sharepint in the text bx. iv. Click Save t save yur change. Yur tenant uses the app tken t scan bjects and uses a multi-factr authenticatin (MFA) Office 365 service accunt t run jbs. This means in AvePint Online Services Dynamic Object Registratin, yu chse the app prfile authenticatin methd and select an MFA service accunt prfile. Yur tenant uses a Nn-MFA Office 365 service accunt t scan bjects and run jbs. This means in AvePint Online Services Dynamic Object Registratin, yu chse the service accunt prfile authenticatin methd. In these scenaris, the MFA service accunt r the Nn-MFA service accunt must have the Term Stre Administratr permissin. i. Lg int Office 365 admin center. ii. Navigate t SharePint admin center > term stre > Term Stre Administratrs. iii. Make sure the MFA service accunt r the Nn-MFA service accunt is ne f the Term Stre Administratrs. If this accunt is nt the administratr, enter its username in the text bx. iv. Click Save t save yur change. 21

22 Administratr The fllwing features are specific t DcAve Online Administratr. Fr full details and guidelines abut using Administratr features nt specific t DcAve Online, refer t the Administratr User Guide. Using Accunt Pl t Imprve Jb Perfrmance If there are a large number f Office 365 bjects, t imprve perfrmance f cncurrent security search jbs and Plicy Enfrcer jbs, yu can use multiple accunts t run jbs by cnfiguring an Accunt Pl in AvePint Online Services. Fr mre infrmatin abut Accunt Pl, refer t AvePint Online Services User Guide. Wrking with Cmmunicatin Sites In DcAve Online Administratr, all features, except fr the fllwing, supprt wrking with Cmmunicatin sites: Under the Management tab: SharePint Cllectin Feature Web Part Themes Under the Cnfiguratin tab: Deply Site Maximum Depth RSS SharePint Designer Settings When a Plicy Enfrcer prfile including the fllwing Plicy Enfrcer rules are applied t a Cmmunicatin site, the identified vilatins cannt be autmatically fixed by cnfiguring Custm Actin in the rule r manually fixed by clicking the Fix buttn n the Generate Reprt page: Prperty Bag SharePint Designer Settings Site Cllectin Audit Settings Site Cllectin Feature Site Feature Site Theme Wrking with Office 365 Grup Team Sites In DcAve Online, Administratr supprts Office 365 grup team sites. 22

23 Excluding Hidden Lists and System Lists When Perfrming a Security Search When yu perfrm a security search t search fr specific permissins, DcAve Online Administratr supprts excluding hidden lists and system lists frm the search results after yu select the Exclude Hidden Lists and Exclude System Lists checkbxes. Exprting Infrmatin n Grup Owners and Grup Settings Using Exprt Grups fr Editing After using the Exprt Grups fr Editing feature t exprt SharePint grups and the users in these grups fr editing, the infrmatin n grup wners and grup settings will be included in the exprted cnfiguratin file. *Nte: The infrmatin n grup wners and grup settings in the exprted cnfiguratin file cannt be imprted back t SharePint Online using the Imprt Cnfiguratin File feature. Applying Settings t Newly Added Site Cllectins After applying a prfile r plan t a SharePint Sites grup, sme features in DcAve Online Administratr supprt applying settings in the prfile r plan t site cllectins that are newly added t the selected SharePint Sites grup. Settings in the prfile r plan will be autmatically applied t these site cllectins after anther jb cmpletes. These features are: Create r Apply Prfile Admin Search Security Search Check Brken Link Search Web Parts Deactivated Accunt Cleaner Checking fr Available Strage DcAve Online Administratr supprts checking hw much strage is available in yur system when creating a new site cllectin. When creating a new site cllectin in the Administratr > Management > New Site Cllectin page, click the Check Available Strage buttn in the Strage Quta sectin, and the available strage is displayed. If the entered strage quta fr this new site cllectin is larger than the available strage, an errr message appears when clicking Save in the New Site Cllectin page t infrm yu that the new site cllectin cannt be created due t the strage limitatin. Checking fr Brken Links In Check Brken Link, within the selected nde yu can check fr brken addresses in the page cntents and brken dcument URLs f dcuments with the Link t a Dcument cntent type. 23

24 *Nte: When a user shares a dcument using Get a link, the URL redirects t the page where this dcument resides. When the dcument is deleted, the URL will nt be returned as a brken link during a scan because the Check Brken Link functin cannt determine if the surce dcument is deleted. 1. Select ne r mre site cllectins/sites frm the tree, and then click the Management tab. 2. Click Check Brken Link n the ribbn. 3. Frm the Link Type Selectin sectin, select ne r mre link types that yu want t check. addresses Check and reprt all addresses in the page cntents n matter whether r nt the addresses are brken. If a Check Brken Link jb cmpletes successfully, access Jb Mnitr > View Details > Address t view address details. All addresses and their lcatins will be listed. Links t dcuments Check brken dcument URLs f dcuments with the Link t a Dcument cntent type. 4. Cnfigure ther settings as needed. Cnfiguring External Sharing Settings The DcAve Online Administratr cntrls hw users invite peple utside their rganizatins t access cntent. *Nte: External Sharing settings that are cnfigured fr site cllectins in DcAve Online are restricted by the sharing settings that have been cnfigured fr the tenant where these site cllectins reside in SharePint admin center. Fr OneDrive fr Business, External Sharing settings are als restricted by the sharing settings that have been cnfigured fr the My Site site cllectin. *Nte: External Sharing is nly available at the site cllectin level. 1. Select ne r mre site cllectin ndes frm the tree. 2. Navigate t Management > General Management > External Sharing. 3. Click External Sharing n the ribbn. The External Sharing cnfiguratin screen appears. 4. Select ne f the fllwing ptins: D nt allw sharing utside yur rganizatin Select this ptin t frbid sharing cntent in the selected site cllectins with users utside yur rganizatin. Allw sharing nly with the external users that already exist in yur rganizatin s directry Select this ptin t allw sharing cntent in the selected site cllectins nly with external users wh already exist in yur rganizatin s directry. Allw users t invite and share with authenticated external user Select this ptin t allw sharing cntent in the selected site cllectins with external users. External users can access the shared cntent by accepting the sharing invitatins and signing in as authenticated users. Allw sharing with all external users, and by using annymus access links Select this ptin t allw sharing cntent in the selected site cllectins with external users. 24

25 External users can access the shared cntent either by signing in as authenticated users r by pening the guest links. *Nte: Annymus guest links can be frwarded r shared with ther peple, wh are als able t view r edit the shared cntent withut signing in. 5. Click OK t save the cnfiguratins. *Nte: If mre than ne site cllectin is selected, yu can: Click Shw All Applied Site Cllectins t view the selected site cllectins. Click Edit fr individual bjects t individually cnfigure External Sharing settings fr the selected site cllectins. Click Set all t default t set the External Sharing settings fr all selected site cllectins t the default value. Exprting Security Grups using Exprt Grups fr Editing Select a site cllectin and navigate t Administratr > Security > Exprt Grups fr Editing. DcAve Online supprts exprting security grups when the security grups exist in SharePint grups as users. Running Jbs t Delete SharePint Objects DcAve Online Administratr supprts running jbs t delete SharePint bjects. *Nte: Only list, library, and site level deletins are supprted. Running Jbs t Batch Fixing Out-f-Plicy Mdificatins DcAve Online Administratr supprts running jbs t batch fixing ut-f-plicy mdificatins. Security Search Supprts Searching Administratr Permissins Security Search supprts searching Administratr permissins including inherited permissins and explicit permissins. Adding a Send an Invitatin Optin n Grant Permissins Interface DcAve Online Administratr supprts sending an invitatin t the users specified in the Select Users field when granting permissins. Using GB as Unit Value f Strage Quta in Site Cllectin DcAve Online Administratr supprts using GB as the unit value f the strage quta when creating a new site cllectin. Searching Ndes Using the Advanced Search Feature DcAve Online Administratr prvides the Advanced Search feature fr Sites, Lists, r Flders ndes n the scpe tree. Using this feature, users can narrw dwn the search criteria and display fewer ndes. T search ndes using the Advanced Search feature, cmplete the fllwing steps: 1. Right-click the nde and then select Advanced Search. 25

26 2. In Advanced Search, click Add a Criterin and cnfigure the fllwing settings: a. Rule Select the rule fr which yu wish t search. Yu can use the URL rule and the Name rule t filter site/list/library/flder level ndes. b. Cnditin Select the cnditin fr the rule frm the drp-dwn list. c. Value Enter the value fr the rule in the text bx. d. T add additinal criteria, click Add a Criterin, and repeat the steps abve. Yu can change the lgical relatinships between the criteria by clicking And r Or. By default, the lgical relatinship is set t And. And means that the child ndes that meet all f the criteria will be included in the result. Or means that the child ndes that meet any f the criteria will be included in the result. The Basic Filter Cnditin area displays the lgical relatinships f the filter criteria. 3. Click Search t start searching the child ndes. Imprting Custm Site Cllectin Template Slutin File When creating a site cllectin using the New Site Cllectin feature, yu can imprt a custm template slutin (.wsp) file that will be used t create the site cllectin. 1. In the New Site Cllectin windw, g t the Template Selectin field and click the Custm tab. 2. Click Brwse t select yur desired.wsp file in the Open windw. Supprted Plicy Enfrcer Rules Sme Plicy Enfrcer rules are unique t DcAve Online. Refer t the table belw fr mre infrmatin. *Nte: In the Cnfigure Rule windw, with the Send Ntificatin Immediately setting enabled, ntificatins will be sent t recipients when vilatins are identified by Plicy Enfrcer rules. Plicy Enfrcer supprts sending ntificatins using custmized templates cnfigured n the Cntrl Panel page. Yu can custmize template settings fr the header, language, subject, and bdy. Fr mre infrmatin, refer t the Cnfiguring an Template sectin. Rule Name Descriptin Event Type Active Directry Grup Restrictin Restrict the additin f any AD grups int SharePint sites. Scan Site Cllectin Level Cnditin External Sharing Settings Cntrl the sharing settings f the SharePint site cllectins and Scan Site Cllectin Level Cnditin OneDrive fr Business. Reginal Settings Cntrl reginal settings fr sites. Scan Site Level Cnditin Scan External Users Scan all external users in the site cllectins where external sharing is disabled. Scan Site Cllectin Level Cnditin 26

27 Rule Name Descriptin Event Type SharePint Grup Member Cunt Enfrcement Enfrce the number f members in the defined SharePint grups in each site cllectin where this rule is applied. Add Grup Member Site Cllectin Administratrs Restrictin Site Cllectin Audit Settings Site Owner Restrictin SharePint Designer Settings Cntrl the additin f users/grups int the Site Cllectin Administratrs grup where this rule is applied. Cntrl the audit settings f a site cllectin. Cntrl the users r grups that are allwed t be added int the wner grups f SharePint sites. Cntrl the SharePint Designer Settings fr sites within a site cllectin. Scan Site Cllectin Level Cnditin Scan Site Cllectin Level Cnditin Scan Site Level Cnditin Scan Site Cllectin Level Cnditin Plicy Enfrcer Rules fr Security Grups/Active Directry Federatin Services (ADFS) Grups DcAve Online Plicy Enfrcer allws yu t establish limitatins fr certain actins and changes that have ccurred in SharePint Online envirnments. DcAve Online Administratr Plicy Enfrcer allws yu t check fr security grups/adfs Grups in the fllwing rules: Cntent Creatin/Cntent Uplad Grant, Revke, and/r Mdify Permissins Privilege Delete Mve Cpy Deleting a SharePint Online Security Grup T delete a SharePint Online security grup, select a site cllectin/site, and navigate t Security > Users and Permissins > Peple and Grups, and then cmplete the fllwing steps: 1. Click Grups t display all f the grups. 2. Click Edit beside the security grup that yu want t delete. In the Change setting fr: page, yu will see the security grup name. 3. Click Delete in the bttm-right crner f the page t delete the security grup. 27

28 Cnfiguring Site Level Navigatin Element Settings in Batch Yu can cnfigure whether r nt the Quick Launch and Tree View navigatin elements are enabled n multiple sites in batch using DcAve Online Administratr. T cnfigure site level navigatin element settings in batch, select mre than ne site, navigate t Cnfiguratin > Navigatin Elements, and then cmplete the fllwing steps: 1. Fllw these steps t cnfigure the Quick Launch settings in batch. 2. Select the Enable Quick Launch checkbx t cnfigure the Quick Launch in batch. 3. Click Edit fr individual bjects. Click Shw All Applied Sites t view the selected sites. Select the Enable Quick Launch checkbx t display the Quick Launch n the site. Deselect the Enable Quick Launch checkbx t nt display the Quick Launch n the site. 4. Click OK t save the cnfiguratins. 5. Yu can als click Set all t default t set the individual settings t the default settings. 6. Fllw these steps t cnfigure the Tree View settings in batch. 7. Select the Enable Tree View checkbx t cnfigure the Tree View in batch. 8. Click Edit fr individual bjects. Click Shw All Applied Sites t view the selected sites. Select the Enable Tree View checkbx t display the Tree View n the site. Deselect the Enable Tree View checkbx t nt display the Tree View n the site. 9. Click OK t save the cnfiguratins. Yu can als click Set all t default t set the individual settings t the default settings. Granular Backup & Restre The fllwing features are specific t DcAve Online Granular Backup & Restre. Fr full details and guidelines abut using Granular Backup & Restre features nt specific t DcAve Online, refer t the Granular Backup and Restre User Guide. *Nte: If a SharePint Online site cllectin has been deleted, the deleted site cllectin will be skipped fr backup and will nt be recrded in the backup jb reprt. Fr mre infrmatin abut Granular Backup & Restre best practices, see Best Practices fr Backing Up Large Amunts f Data with Granular Backup & Restre. 28

29 Using Multiple Accunts t Run Granular Backup Jbs If yu want t use multiple accunts t run Granular Backup jbs, yu can cnfigure an Accunt Pl cntaining multiple Office 365 accunts in AvePint Online Services. Fr mre infrmatin abut Accunt Pl, refer t AvePint Online Services User Guide. List View T cnfigure List View settings, navigate t Ad Hc Backup > Default Settings > List View, r Plan Builder Frm Mde > Advanced > List View. Select the Include list view checkbx t back up the list views in the Granular Backup jb. Managed Metadata Service Settings In Granular Backup plans, yu can chse whether r nt t back up the entire assciated Managed Metadata Services, the related term sets, r the terms and their parents assciated directly with the data. T cnfigure the managed metadata service settings, navigate t Ad Hc Backup > Default Settings > Managed Metadata Service Setting, r Plan Builder Frm Mde > Advanced > Managed Metadata Service Setting. The Back up Managed Metadata Service checkbx and the Term set radi buttn are selected by default. Deselect the checkbx if yu d nt want t back up the related Managed Metadata Services. By selecting the Back up Managed Metadata Service checkbx, yu can select the Term, Term set, r Managed Metadata Service radi buttn. Term Back up terms that are used in the surce, their parent terms, the term sets where the used terms reside, and the names f the grups where the used terms reside. Term set Back up the whle term sets where the used terms reside in the surce (regardless if the terms in the term sets are used by the surce nde r nt). Managed Metadata Service Back up the whle Managed Metadata Services that are related t the surce nde. Incremental Backup Jb Settings In Granular Backup plans, yu can chse whether r nt t autmatically stp running an incremental backup jb when a full backup jb has started. T cnfigure the incremental backup jb settings, navigate t Plan Builder Frm Mde > Advanced > Incremental Backup Jb Setting. Select the Autmatically stp incremental backup jb checkbx if yu want t stp running the incremental backup jb autmatically when a full backup jb f the same plan has started. 29

30 System Update Settings In Granular Backup plans, yu can chse whether r nt t back up files updated in SYSTEM_UPDATE events during incremental backup jbs. T cnfigure the system update settings, navigate t Plan Builder Frm Mde > Advanced > System Update Setting. Select the Skip files updated in SYSTEM_UPDATE events checkbx if yu d nt want t back up these files during incremental backup jbs. Custm Prperty Bag Settings In DcAve Online Granular Backup and Restre, yu can chse whether r nt t restre the custm prperty bag f the site cllectin and/r site t be restred using Time-based restre. T cnfigure the custm prperty bag settings, navigate t Restre > Restre Settings > Custm Prperty Bag Setting in the Restre tab. Select the Include custm prperty bag checkbx if yu want t restre the custm prperty bag. If yu are abut t restre a site cllectin, the custm prperty bags f the tp-level site and sub sites in this site cllectin will be restred. If yu are abut t restre a site, the custm prperty bags f this site will be restred. Retrieving Data frm Cache In DcAve Online Granular Backup and Restre, yu can chse whether r nt t cache the backup data frm the physical device when restring the data with Time-based restre. T cnfigure the Retrieve Data frm Cache settings, navigate t Restre > Restre Settings > Retrieve Data frm Cache in the Restre tab. If the Retrieve data frm cache checkbx is selected, the backup data will be dwnladed t the cache and then be retrieved frm the cache when restring the data. *Nte: Retrieving data frm the cache may increase the jb time. It is nt recmmended t select the Retrieve data frm cache checkbx. Cnfiguring Infrmatin Rights Management Settings T cnfigure Infrmatin Rights Management settings, navigate t Ad Hc Backup > Default Settings > Infrmatin Rights Management Settings, r Plan Builder Frm Mde > Advanced > Infrmatin Rights Management (IRM) Settings. If the Infrmatin Rights Management settings are enabled in SharePint Online and the Enable super users t decrypt files checkbx is: Selected, then click the Cnfigure super users link appeared under this checkbx t cnfigure the super users fr tenants. Fr mre infrmatin, refer t Cnfiguring Super Users. The cnfigured super users will be used t decrypt IRM-prtected files when they are dwnladed as part f the backup. 30

31 *Nte: The IRM-prtected files will fail t be backed up if super users are nt cnfigured, the symmetric key is expired, r the super users are nt cnfigured crrectly. Deselected, then the cntent yu backed up will remain encrypted, and the restred data can nly be accessed by the service accunts and super users. The Disable Infrmatin Rights Management (IRM) Settings checkbx will nly appear when editing a plan that meets bth f the fllwing cnditins: The plan was created befre Nvember 19 th, The Disable Infrmatin Rights Management (IRM) Settings checkbx is selected in the plan. *Nte: The Disable Infrmatin Rights Management (IRM) Settings checkbx will nt appear the next time if yu select the Enable super users t decrypt files checkbx and save the plan. The next backup jb f this plan will use the cnfigured super users t decrypt files. *Nte: Deselect the Disable Infrmatin Rights Management (IRM) Settings checkbx if yu want t enable super users t decrypt files. Deselect the Enable super users t decrypt files checkbx if yu want t select the Disable Infrmatin Rights Management (IRM) Settings checkbx. If the Disable Infrmatin Rights Management (IRM) Settings checkbx is selected, then IRM Settings will be temprarily disabled n the individual list/library while it is being backed up and re-enabled nce the backup fr this list/library is cmplete. If the Disable Infrmatin Rights Management (IRM) Settings checkbx is deselected, then the cntent yu backed up will remain encrypted, and the restred data can nly be accessed by the service accunts and super users. Backing up a Site Cllectin Cntainer T back up a site cllectin cntainer, navigate t Granular Backup and Restre > Backup and cmplete the fllwing steps: 1. Expand the tree in the Surce panel t display the bjects that yu want t back up. 2. Select a site cllectin cntainer nde, and use the Plan Builder t create a plan. Nte the fllwing: Yu can select multiple site cllectin cntainer ndes t back up, but yu cannt select a site cllectin cntainer nde and ndes at anther level at the same time. A plan that includes a site cllectin cntainer nde cannt be shared with a standard user, but it can be shared with a supprt user. If yu edit a plan that is shared with a standard user, yu cannt add site cllectin cntainer ndes t it. All f the site cllectins, OneDrive fr Business sites, and Office 365 grup team sites that are within the selected site cllectin cntainers will be included in the plan. 31

32 Site cllectins r OneDrive fr Business sites that are newly added t a site cllectin cntainer, including the nes that are discvered by the autmatic scan, will als be included in an existing plan if the site cllectin cntainer is included in the plan. Fr mre infrmatin abut the autmatic scan, refer t Registering Site Cllectins by Autmatic Scan and Registering OneDrive fr Business by Autmatic Scan. Office 365 grup team sites that are newly added t a cntainer fr Office 365 grup team sites will als be included in an existing plan if the grup is included in the plan. Restring t a Strage Plicy T restre the granular cntent t the designated strage plicy, navigate t Granular Backup and Restre > Restre and cmplete the fllwing steps: 1. In Restre tab, select Restre n the ribbn. 2. In the Restre Methd page, select Time-based restre r Object-based restre as the restre methd. Click Next. 3. Fr Time-based restre, the Jb Selectin page appears. Select the backup jb that cntains the granular cntent that yu want t restre. Click Next. The Data Selectin page appears. Expand the Backup Data tree t select the desired SharePint Online lists, libraries, flders, items, and/r files n the tree. Click Next. *Nte: If yu select the Only restre security ptin in the Glbal settings fr cntent cnfiguratin field t nly restre the security f the selected cntent, Restre t strage plicy will be disabled. Fr Object-based restre, the Object Search page appears. Cnfigure the settings t search fr bjects that yu want t restre. Click Next. The Data Selectin page appears. Expand the Search Data tree t lcate and select bjects t be restred. Click Next. Fr mre infrmatin abut Object Search and Data Selectin, refer t Object-based Restre. *Nte: DcAve Online Granular Backup and Restre nly supprts searching fr bjects n the dcument level using Object-based restre. 4. In the Restre Type page, select Restre t strage plicy t restre the selected bjects. 5. Select a previusly created strage plicy as the destinatin t stre the restred granular cntent, r select New Strage Plicy frm the drp-dwn list t create a new strage plicy fr the restred granular cntent. 6. Click Next. Fr the rest f the settings in the Restre wizard, refer t the Granular Backup and Restre User Guide. *Nte: The default strage, Micrsft Azure Blb Strage, cannt be used t perfrm the restre. Yu must cnfigure yur wn strage. Refer t Cnfiguring Devices and Setting up Strage Plicies fr mre infrmatin n hw t cnfigure a device. 32

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