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DocAve Online User Guide

1. Category Feature Support Status Delete Profile Supported Import Profile Security Profile Password Supported Export Profile Security Profile Password Supported Managed Account Profile Unsupported Solution Manager Unsupported Storage Physical Create Physical Storage Type Net Share Unsupported Configuration Device Device Microsoft Azure Storage Supported Amazon S3 Supported Rackspace Cloud File Supported FTP Supported Including folder path Box Supported Caringo Storage Unsupported DELL DX Storage Unsupported Dropbox Supported EMC Atmos Unsupported EMC Centera Unsupported Google Drive Unsupported HDS Hitachi Content Platform Unsupported AT amp T Synaptic Unsupported OneDrive Supported TSM Supported SFTP Supported Storage Type Configuration Supported Space Threshold Unsupported View Details Supported Edit Physical Device Supported Delete Physical Device Supported Refresh Supported Data Usage Dashboard Supported Data Storage Type Logical Device Supported DocAve Online 101 Category Feature Support Status Logical Create Logical BLOB Storage Device Unsupported Device Device Redundant Backup Data Storage Device Unsupported Concurrent Storage Device Unsupported Storage Type Supported Add Physical Device Add one physical devi
2. DocAve Online Export Location i SharePoint Document Library Category Feature Option Support Status Schedule Supported URL Supported Filter Policy Lepr supported AD Profile Unsupported Site Collection Unsupported Schedule Supported Advanced Retrieve IIS Logs Unsupported Rules Log source IP Unsupported Retrieve Dats Retrieve Deleted Site Unsupported Collection Data Only for web application level Delete auditor data in Supported SharePoint older than _ days Track object last Unsupported accessed time Notification Supported Audit Pruning Supported Manage Feature Unsupported UNC Path Unsupported Supported Note DocAve Online Configuration Reports does not support exporting the reports to the document library of each site Advanced Search on the tree Note DocAve Online Report Center only supports Advanced Search for the following nodes on the tree Sites Lists and Folders Supported DocAve Online Deployment Manager The following table provides a list of the supported and unsupported features for Deployment Manager in DocAve Online Category Feature Support Status Tree Node Design Elements Web Application Unsupported Site Collection Supported Site Supported Site Setting Supported ShareP
3. Feature Option Support Status Append Unsupported Notification Supported Associated Plan Group Supported Schedule Supported Job Restriction Unsupported Agent Group Unsupported Create Container Supported Note When creating a site collection DocAve Online only supports the creation of site collection in SharePoint 2013 Online Advanced Search on the tree Supported Note DocAve Online Content Manager only supports Advanced Search for the following nodes on the tree Sites Lists and Folders Extender Connector Data In configuration file Migrate the real content of extender connector In Unsupported configuration file Replicator The following table provides a list of the supported and unsupported features for Replicator in DocAve Online Category Feature Option Support Status Offline Replicator Data Export Unsupported Data Import Unsupported Online Replicator Create Container Supported Note When creating a site collection DocAve Online only supports the creation of site collection in SharePoint 2013 Online Note DocAve Online Replicator only supports Advanced Search for the following nodes on the tree Sites Lists and Folders Advanced Search on the tree Supported Mapping Status Supported Notification Supported Plan Group Supported Schedule Supported DocAve Online Category Feature Option Support Status Profile Settings R
4. DocAve Online Category Feature Option Support Status Grant Permissions Supported Inherit Permissions Supported Stop Inheriting Permissions Supported Security Statistics Job Monitor Supported Export Settings Settings Export Location Unsupported Policy Enforcer Create or Apply Profile Unsupported Profile Manager Supported Policy Enforcer Report Generate Report Unsupported Policy Enforcer Settings Source Management Supported Defined Group Unsupported Filter Policy Supported Policy Enforcer Database Unsupported Policy Enforcer Statistics Job Monitor Supported List Library Level Configuration Advanced Settings Supported General Settings Audience Targeting Settings Supported General Settings Column Default Value Settings Unsupported General Settings Metadata Navigation Settings Supported General Settings Pre location View Settings Unsupported General Settings Rating Settings Supported General Settings RSS Setting Supported Validation Settings Supported Version Settings Supported Look and Feel Supported Management Column Indexed Column Unsupported Management Contribute Admin Search Supported Delete Supported Note DocAve Online supports sending the deleted lists or libraries to the Recycle Bin New Folder Supported Management General Information Management Policy Settings Unsuppo
5. Category Feature Option Support Status Security Contribute Security Search Supported Users and People and Groups Supported Permissions Site Permissions Supported Security Permission Anonymous Access Unsupported Clone Permission Clone Site Permission Unsupported Clone Permission Clone User Permission Supported Create Group Supported Edit User Permissions Unsupported Grant Permissions Supported Grant Temporary Permissions Supported Search Temporary Permissions Supported Inherit Permissions Supported Permission levels Supported Stop inheriting Permissions Supported Security Share and Track Alert Me Unsupported Export Settings Settings Export Location Unsupported Policy Enforcer Create or Apply Profile Supported Profile Manager Supported Policy Enforcer Report Generate Report Supported Policy Enforcer Settings Source Management Supported Defined Group Unsupported Filter Policy Supported Policy Enforcer Database Unsupported Policy Enforcer Statistics Job Monitor Supported Site Collection Configuration Custom Properties Unsupported Level Deploy Site Maximum Depth Supported Quotas and Locks Unsupported RSS Supported Visual Upgrade Unsupported Help Settings Supported Search Settings Search Keywords Unsupported Search Settings Search Scope Unsupported DocAve Online Category Feature Option Support Status Se
6. Click Next to continue Additional mailboxes can be added and reorganized after this wizard completes by accessing the DocAve Online Control Panel For more information refer to Managing SharePoint Sites DocAve Online When you are finished click Next The Overview section appears 6 Review your configurations in the previous steps 7 Click Finish to complete the registration DocAve Online Products in DocAve Online The following DocAve products are available in DocAve Online e Granular Backup amp Restore A fast flexible and intelligent backup solution for Microsoft SharePoint DocAve Online provides full fidelity backup and recovery from a site collection My Site down to an individual item while maintaining all metadata security and version history DocAve Online Granular Backup and Restore supports restoring the contents to your storage so you can access your content even if your SharePoint Online environment goes down For full details and guidelines about using Granular Backup amp Restore refer to the Granular Backup and Restore User Guide Note If the DocAve Online Agent service gets restarted the Granular Backup and Restore jobs that were running may fail due to the timeout DocAve Online will rerun the timeout jobs again once the Agent service is restarted e Administrator Gives organizations universal control over their enterprise wide SharePoint landscape Administrator simplifies the impl
7. In the Options section select a backup type from the drop down list For more information see Overview of Backup Types o Full Backup A full backup of the selected source DocAve Online o Incremental Backup A partial backup backs up only the content that has been updated since the last backup whether it s Full or Incremental After configuring the schedule click OK to save and return to the previous page Click the Calendar View to view the scheduled plans by day week or month Note Frequent consecutive full 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 4 Filter Policy Select a filter policy or create a new one to limit the scope of the backup job 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 Control Panel Reference Guide 5 Advanced Configure the following additional options e 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
8. refer to the Deployment Manager User Guide e Replicator Keeps content synchronized across one or more SharePoint Online instance Replicator can operate within SharePoint Online sites of the same Office 365 account or between SharePoint Online sites of one Office 365 account to those of another Office 365 account For full details and guidelines about using Replicator refer to the Replicator User Guide DocAve Online e Report Center Reports on user lifecycle item lifecycle site actions list deletion events permission changes content type changes or reports according to the customized filters from the collected audit records To generate these reports users are required to apply the audit rules and retrieve audit data for the SharePoint Online objects DocAve Online Report Center also generates the Configuration Reports to report on the configuration details and the statistics for the selected scope For full details and guidelines about using Report Center Audit Reports and Configuration Reports refer to the Report Center User Guide Note If the current usage of your Auditor Database exceeded 80 of the total provided space you will receive an e mail notification from the DocAve Online team to inform you to free up space For details on the Auditor Database limitations and best practices on how to maintain records and manage your consumption refer to Appendix D Functional Limitations Note DocAve Online will au
9. 7 Days is selected After you finish configuring the Filter By drop down lists click the newly appeared Filter button All the backup jobs that meet the filter rules are listed in the calendar Click Reset to cancel the filter settings When you are finished click Next The Data Selection page appears 3 Data Selection Select backed up data to restore You can browse through the backed up data by clicking on objects to expand the data tree There is a checkbox corresponding to each level on the data tree which is deselected by default e Click the Items node and the Item Browser for Items window appears The items are displayed with the related properties including file name sender recipients send time with attachment and category Click the checkbox before each item to select the item and then click OK to save your configurations e You can use the Advanced Search function to filter out specific objects or data within each Exchange level Click Advanced Search on the ribbon to use this function For more information refer to Appendix B Advanced Search When finished click Next The Restore Type page appears 4 Restore Type Specify where the content will be restored DocAve Online e Restore Type Choose the location where you want to restore your data o in place restore Restores the content to its original location o Restore to storage policy Restores the content to a specific storage policy e F
10. Add Single Mailbox in the Mailbox Registration group on the ribbon Enter the Mailbox address and Password in the left pane Make sure the user you specified has access to the specified mailbox In the Exchange Mailboxes Group pane select an Exchange Mailboxes group You can also perform the following actions e Tocreate a new Exchange Mailboxes group click the plus sign New Group button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search Exchange Mailboxes groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the entered keyword DocAve Online e To delete Exchange Mailboxes groups select the groups and then click Delete on the ribbon or the delete S Delete button to delete the selected groups The mailboxes added to the group will be moved to the Mailbox pane 4 Click Add on the ribbon or Add gt gt between the two panes to add the specified mailbox to the selected Exchange Mailboxes group The added mailbox will not display in the left pane To remove the mailbox from the group select the group to include all mailboxes or expand the group to select the specified mailboxes and then click Remove on the ribbon or lt lt Remove to move the mailboxes from the group to the Mailbox pane 5 Click Save to save changes and comple
11. DocAve Online Administrator Using GB as Unit Value of Storage Quota in Site Collection DocAve Online supports using GB as the unit value of the storage quota when creating a new site collection Using User Type to Facilitate Security Search User Type allows you to define the user types that can be searched out by using the Security Search To use this function complete the following steps 1 Select one node from the tree and then click the Security tab 2 Click Security Search on the ribbon and select Security Search Wizard Mode or Security Search Form Mode 3 The User Type option appears in the interface of the Security Search settings Click the drop down list and then select the user types a External User Search the users out of SharePoint b Guest Links Search URL information of the Anonymous Access c SharePoint User Group Search the existing users groups in SharePoint 4 Configure other settings for Security Search Searching Nodes Using the Advanced Search Feature DocAve Online Administrator provides the Advanced Search feature on Sites Lists or Folders nodes on the scope tree Using this feature users can narrow down the search criteria and display fewer nodes To search nodes using the Advanced Search feature complete the following steps 1 Right click the node and then select Advanced Search 2 In Advanced Search click Add a Criterion and configure the following settings a Rule Select
12. Environment Supported Rollback Supported Backup Data Retention Unsupported Configuration Copy Move Configuration Supported Content Copy Move Content Supported Security Copy Move Security Supported Exclude user group without permissions Unsupported User Profile Unsupported Include Versions Supported Workflow Workflow Definition Supported Workflow Instance Unsupported Managed Metadata Service Setting Copy Managed Term Unsupported DocAve Online Feature Option Support Status Managed Metadata Service Note There is no option on the DocAve Online Content Manager interface DocAve Online Content Manager supports copying or moving terms and terms sets by default Preserve the Null Column Values Supported Folder Structure Management Unsupported Data Compression Unsupported Data Encryption Unsupported Delete Source Checked Out Documents Supported Filter Policy Supported Domain mapping Unsupported Language mapping Supported User mapping Supported Content Type Mapping Supported Template Mapping Unsupported Column Mapping Supported List Name Mapping Unsupported Source Documents Items Deleted Method Automatically Supported Manually Supported Container Level Conflict Resolution Skip Supported Merge Supported Replace Supported Content Level Conflict Resolution Skip Supported Overwrite Supported Overwrite by Last Modified Time Supported DocAve Online
13. For Editing Supported Grant Permissions Supported Grant Temporary Permissions Supported Search Temporary Permissions Supported Permission Levels Supported Site Collection Administrators Primary and Unsupported Secondary Administrator Site Collection Administrators Site Collection Supported Administrator Stop inheriting Permissions Supported Users and Permissions People and Groups Supported Export Settings Settings Export Location Unsupported Policy Enforcer Create or Apply Profile Supported Profile Manager Supported Policy Enforcer Report Generate Report Supported Policy Enforcer Settings Source Management Supported Defined Group Unsupported Filter Policy Supported Policy Enforcer Database Unsupported Policy Enforcer Statistics Job Monitor Supported SharePoint Sites Management Contribute New Site Collection Supported DocAve Online Content Manager The following table provides a list of the supported and unsupported features for Content Manager in DocAve Online Metadata Service Term Set Feature Option Support Status Content Management Export Unsupported Import Unsupported Method Copy Supported Move Supported Plan Builder Wizard Mode Supported Form Mode Supported Action Attach Supported Merge Supported Preview Supported Backup Environment Before Running Plan Backup the Destination Environment Supported and Rollback Backup the Source
14. OneDrive for Business Each time when loading the OneDrive for Business page DocAve Online will automatically check whether all registered OneDrive for Business can be connected If it fails to connect a message will appear under the ribbon To reconnect the OneDrive for Business complete the following e Click Clear All to remove the unconnected OneDrive for Business from the OneDrive for Business groups e Reconnect the OneDrive for Business i With OneDrive for Business activated expand the OneDrive for Business group to find the OneDrive for Business whose Office 365 account is greyed out ii Click the reconnect 58 button next to the Office 365 user ID iii In the OneDrive for Business Connection pop up window specify your Office 365 user ID and password iv Click Connect to reconnect the OneDrive for Business DocAve Online If the password of your Office 365 account has been changed select the OneDrive for Business registered by this Office 365 account and click Reconnect on the ribbon On the OneDrive for Business Connection pop up window enter your Office 365 user ID and the latest password and then click Connect Managing OneDrive for Business Groups An OneDrive for Business group is a collection of registered SharePoint Online OneDrive for Business that allows you to centrally manage and allocate your SharePoint Online OneDrive for Business You can perform the following actions in the OneDrive for Business
15. Run Now The backup plan will now appear in Plan Manager If you select Finish and Run Now the Run Now pop up window appears Select a backup option from the Option drop down list and then click OK to start the backup job 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 storage policy A storage policy is used to configure a set of rules for storing backed up data It also supports the function of pruning the backup data and deleting or moving the pruned backup data For more information on working with storage policies refer to the Control Panel Reference Guide 3 Schedule Selection Select a scheduling option Note This field determines the type of backup Full or Incremental that will be run e No Schedule Select this option to configure the job to not run on a schedule the job must be manually initiated e Select a predefined scheme Select this option to run the backup on a Predefined Schemes e 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
16. User Management page in AvePoint Online Services For details refer to the AvePoint Online Services User Guide Changing User Permissions To change user permissions complete the following steps 1 With User based View activated select a user from the user groups on the left Details about the user will appear on the right including their managed site collections mailboxes and plans 2 If you want to change permissions for a user click Change Permission to the right of the window then configure the following settings a b Specify User The user ID whose permission is being changed Managed Site Collections Mailboxes Change user permissions by selecting unselecting the checkboxes below the Access column for the specified managed site collections mailboxes Click Next when you finish the configurations Plans Change user permissions by selecting unselecting the checkboxes below the Access column for the specified plans In the current page you can also perform the following actions oO Click All Plans in the message above the table to display all plans created in your DocAve Online When you share the kind of plans which are not associated with the site collections mailboxes you selected in Managed Site Collections Managed Mailboxes and click Next there will be a pop up window asking you whether to share all site collections Mailboxes related to this kind of plans to the invited user Click Plan
17. User Permissions Supported Security Alert Alert Me Unsupported Security Contribute Item Permissions Supported DocAve Online Category Feature Option Support Status Security Search Supported Security Permission Grant Permission Supported Inherit Permissions Supported Stop Inheriting Permissions Supported Security Statistics Job Monitor Supported Export Settings Settings Export Location Unsupported Policy Enforcer Create or Apply Profile Unsupported Profile Manager Supported Policy Enforcer Report Generate Report Unsupported Policy Enforcer Settings Source Management Supported Defined Group Unsupported Filter Policy Supported Policy Enforcer Database Unsupported Folder Level Management Contribute Admin Search Supported Delete Supported Note DocAve Online supports sending the deleted folders to the Recycle Bin New Folder Supported View Properties Supported Edit Properties Unsupported Management Statistics Job Monitor Supported Permission Tools Grant Permissions Supported Inherit Permissions Supported Stop inheriting Permissions Supported Edit User Permissions Supported Remove User Permissions Supported Security Alert Alert Me Unsupported Security Contribute Folder Permissions Supported Security Search Supported Security Permission Clone Permission Clone Folder Permissions Unsupported Clone Permission Clone User Permissions Supported
18. a FTP storage is finished with exception the retention job will be retried automatically Deployment Manager The following features are specific to DocAve Online Deployment Manager Ignoring the Differences of Columns and Content Types and Deploying the Items In Deployment Manager gt Online Deploy interface select a folder or an item in the source and then select a folder in the destination or if you select a root folder and select a list or root folder in the destination and click Add to Queue A new conflict resolution for dependent items is in the Configuration field DocAve Online Select Deploy the item dependent columns and content types to maintain item integrity then you will see Ignore the differences of columns and content types and deploy the items in the Conflict resolution for dependent items drop down list With this option selected the conflict of columns and content types will be ignored and the dependent items will be deployed to the destination Save Mapping and Run Immediately in Queue Tools In the Queue Tools interface click Save on the ribbon after editing a mapping A drop down list appears e Save Mapping Select this option to save the mapping and settings e Save Select this option to save the mapping and settings Then exit the Queue Tools interface e Save and Run Now Select this option to save the mapping and settings run the plan immediately then exit the Queue Tools interface Repli
19. backups using the following methods e Using Ad Hoc Backup e Using the Plan Builder Using Wizard Mode or Using Form Mode Overview of Backup Types When configuring a backup plan using the Using the Plan Builder or Predefined Schemes there are two backup types you can specify to perform a backup job Full or Incremental 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 Exchange mailboxes each backup file can be substantial in size Unlike incremental backups all full backup files are independent of one another and do not have any dependencies on other back up data files However because each of the backups is comprehensive full backup jobs take the longest to complete of the two 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 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 Exchange data from an incremental backup all of the backup files must be available Consider each incremental backup file as a piece of all backed up mailboxes If one of these files is not available the full mailbox data cannot be resto
20. 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 omiss
21. environments DocAve Online Administrator Policy Enforcer supports checking for security groups ADFS Groups in the following rules e Content Creation Content Upload e Grant Revoke and or Modify Permissions Privilege e Delete e Move e Copy Deleting SharePoint Online Security Group To delete a SharePoint Online security group select a site collection site and navigate to Security gt Users and Permissions gt People and Groups and then complete the following steps 1 Click Groups to display all of the groups 2 Click Edit beside the security group that you want to delete In the Change setting for page you will see the security group name 3 Click Delete in the bottom right corner of the page to delete the security group DocAve Online Configuring Site Level Tree View Settings in Batch To configure site level tree view settings in batch select more than one site and navigate to Configuration gt Tree View and then complete the following steps 1 Configure the Quick Launch in batch e Select the Enable Quick Launch checkbox to configure the Quick Launch in batch e Click Edit for individual objects o Click Show All Applied Sites to view the selected sites o Select the Enable Quick Launch checkbox to display the Quick Launch on the site o Deselect the Enable Quick Launch checkbox to not display the Quick Launch on the site o Click OK to save the configurations e Click Set all to default to set the indi
22. groups folder permissions e Item Level Users groups item permissions Configuring Information Rights Management Settings To configure Information Rights Management Settings navigate to Default Copy Settings Default Move Settings Plan Builder Wizard Mode gt Data Selection Plan Builder Form Mode gt Information Rights Management Settings If the Information Rights Management Settings are enabled in SharePoint Online and the Disable Information Rights Management IRM Settings checkbox is e Selected IRM Settings will be disabled temporarily on the individual list library while it is being copied or moved and re enabled once the operation on this list library is complete e Deselected Content Manager does not work with the IRM Settings enabled library list and the library list cannot be copied or moved Configuring Apps Conflict Resolution To configure apps conflict resolution navigate to Default Copy Settings Default Move Settings Plan Builder Wizard Mode gt Data Selection Plan Builder Form Mode gt Conflict Resolution gt Apps conflict resolution e Skip If the apps in the source and destination conflict the conflict will be skipped The destination app and AppData will remain unchanged e Overwrite If the apps in the source and destination conflict the destination app and AppData will be removed an app in the latest version will be downloaded and installed from app store and the backed up A
23. interface select Restore to storage policy to restore the selected lists libraries folders items files Select a previously created storage policy as the destination to store the restored granular content or select New Storage Policy from the drop down list to create a new storage policy for the restored granular content Click Next For the rest of the settings in the Restore wizard refer to Granular Backup and Restore User Guide Note The default storage Microsoft Azure Storage cannot be used to perform the restore You must configure your own storage Refer to Configuring Devices and Setting up Storage Policies for more information on how to configure a device Apps Conflict Resolution In DocAve Online Granular Restore supports Skip and Overwrite as the Apps conflict resolution To configure the Apps conflict resolution navigate to Granular Restore gt Restore gt Restore Settings DocAve Online In Conflict Resolution of the Restore Settings step you can select Skip or Overwrite from the Apps conflict resolution drop down list e Skip If the apps in the source and destination conflict the destination app and AppData will remain unchanged e Overwrite If the apps in the source and destination conflict the destination app and AppData will be removed an app in the latest version will be downloaded and installed from app store and the backed up AppData will be restored to the destination Restoring a Thread To con
24. on the left Mailbox pane DocAve Online Registering Mailboxes by Scan Registering mailboxes to Exchange Mailboxes groups allows you to centrally manage and allocate your Exchange Online mailboxes after scanning mailboxes For best results it is recommended that you select a separate admin account for registering mailboxes This will help alleviate any potential performance issues when registering To register mailboxes you need to 1 Scan the mailboxes in your Exchange Online 2 Add the desired mailboxes to the selected Exchange Mailboxes groups To start registering mailboxes to Exchange Mailboxes groups complete the following steps 1 With the Exchange Mailboxes tab activated click Scan Mailbox in the Mailbox Registration group on the ribbon and then click Scan in the Actions group or you can click the Scan link on the left Mailbox pane A pop up window appears 2 On the pop up window specify your Office 365 credentials To scan all mailboxes in your Exchange Online make sure the Office 365 user ID you specified has the global administrator role e Select an authentication profile Select an authentication profile from the drop down list For more information of authentication profile refer to Managing Office 365 Account e Provide the credentials Enter your Office 365 user ID and password in the corresponding text boxes 3 Click Connect to connect to Exchange Online 4 After connecting successfully DocAv
25. page to manage your groups e New Group Create a new OneDrive for Business group e Delete Delete the selected OneDrive for Business groups Creating a OneDrive for Business Group To create a new OneDrive for Business group complete the following steps 1 In the OneDrive for Business page click New Group on the ribbon or the plus sign New GrouP button on the OneDrive for Business Group pane 2 Enter a group name in the text box 3 Click the checkmark Y button to save this new group 4 Repeat steps from 1 to 3 to create new groups Deleting OneDrive for Business Groups To delete an OneDrive for Business group complete the following steps 1 In the OneDrive for Business page select the groups you want to delete on the OneDrive for Business Group pane To delete all groups select the Select All checkbox 2 Click Delete on the ribbon or the delete Delete button on the pane A pop up window appears and asks you to confirm your operation 3 Click OK to delete the selected groups DocAve Online Managing Exchange Mailboxes Use Exchange Mailboxes located in DocAve Online Control Panel to register Exchange Online mailboxes to DocAve Online in order for those mailboxes to be managed via DocAve Online You can also manage Exchange Mailboxes groups An Exchange Mailboxes group is a collection of registered Exchange Online mailboxes which allows you to centrally manage and allocate your Exchange Online ma
26. submit your feedback Feature Suggestion In Feature Suggestion you can provide suggestions on any of our product features 1 Product Choose the product that you would like to improve Select the checkboxes before the product names in the drop down list 2 Your Suggestion Enter your suggestion for the feature in the provided text box providing as much detail as possible Click Send Now to submit your feedback DocAve Online Appendix A Supported and Unsupported Features for DocAve Products Refer to the following sections for details on the supported and unsupported features of the DocAve products available in DocAve Online Granular Backup and Restore The following table provides a list of the supported and unsupported features for Granular Backup amp Restore in DocAve Online Category Feature Support Status Granular Backup Ad Hoc Backup Supported Plan Builder Wizard Mode Supported Form Mode Supported Storage Policy Supported Filter Policy Supported Predefined Scheme Supported Schedule Selection No Schedule Supported Select a predefined scheme Supported Configure the schedule myself Supported Granular Restore Level Item Supported Site Unsupported Site Collection Unsupported User Profile Unsupported Workflow Workflow Definition Supported Workflow Instance Unsupported Include Versions Supported Data Compression SharePoint Agent Unsupported Med
27. the rule you wish to search You can use the URL rule and the Name rule to filter site list library folder level nodes b Condition Select the condition for the rule from the drop down list c Value Enter the value for the rule in the text box DocAve Online d To add additional criteria click Add a Criterion and repeat the steps above You can change the logical relationships between the criteria by clicking the And or Or By default the logical relationship is set to And o And means that the child nodes that meet all of the criteria will be included in the result o Or means that the child nodes that meet any criterion will be included in the result The Basic Filter Condition area displays the logic relationships of the filter criteria 3 Click Search to start searching the child nodes Importing Custom Site Collection Template Solution File When creating a site collection using the New Site Collection feature you can import a custom template solution wsp file that will be used to create the site collection 1 In the New Site Collection window go to the Template Selection field and click the Custom tab 2 Click Browse to select your desired wsp file in the Open window Policy Enforcer Rules for Security Groups Active Directory Federation Services ADFS Groups DocAve Online Policy Enforcer supports the ability to establish limitations for certain actions and changes that have occurred in SharePoint Online
28. time e Data Encryption Select the Encryption checkbox optional to enable data encryption Select a security profile or create a new one to specify the encryption method for the encryption For more information on working with security profiles refer to the Control Panel Reference Guide Encrypting data causes slower backup and additional recovery time Click Next when you are finished configuring the storage policy The Schedule page appears 3 Schedule Select a scheduling option This field determines the type of backup Full or Incremental that will be run e No Schedule Select this option to configure the job to not run on a schedule the job must be manually initiated e Select a predefined scheme Select this option to run the backup on a Predefined Schemes e Configure the schedule myself Select this option to configure a customized schedule and run the backup job by schedule Click Add Schedule to set up a schedule The Add Schedule window appears In the Options section select a backup type from the drop down list For more information see Overview of Backup Types o Full Backup A full backup of the selected source o Incremental Backup A partial backup backs up only the content that has been updated since the last backup whether it s a Full backup or an Incremental backup After configuring the schedule click OK to save and return to the previous page Click Calendar View to view the s
29. 00 out Users can prune the Policy Enforcer database Out of policy event records database of policy event records They may configure how long to keep data at Associated rule and profile DocAve Online 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 2013 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
30. 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 User 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 e Storage Policy Select a storage policy for the backup data or create a new storage policy A storage policy is used to configure a set of rules for storing backed up data It also supports the function of pruning the backup data and deleting or moving the pruned backup data DocAve Online For more information on working with storage policies refer to the Control Panel Reference Guide e Data Compression Select an optional data compression setting Select the Compression checkbox to enable data compression and then choose a compression level using the slider A low compression level results in a faster compression rate but a larger data set while a high compression level results in a slower compression rate but a smaller better quality data set Compressing data causes slower backup and additional recovery
31. By DocAve DocAve Online 3 User Guide Service Pack 9 Cumulative Update 1 Issued August 2015 Table of Contents What s New in the Guide ee ceesncceeeeeeeeeeeeaeeeeeeeeeeeeeeaaaeeeeeeeeeeeeeaaaaeeeeeeeeeeeeaaaaeeeeeeeeeeeeeaaeeeeeeeenteee 6 About DocAve Online issiran eaaa E E REE E A E E E E E E EREE ER EREE 7 Submitting Documentation Feedback to AVEPOINE cccccccccccsssssesecceececsaaessecceeeeessuauseseeeeeeessaaaaseeeeeess 8 Browser and Silverlight Support Information cccccccccssssssesecceecccaeeeeeececeecessseaseeeeeeeeeesaaaaseeeeeeeseeaaaagess 9 Supported Cloud Storage Information ccccccccccccsssesseecccccecsauesseeceeeeessuaaueeceeeeessauauseeeeeeeessaaaeneeeees 10 Integration with AvePoint Online Services ccsecsceccccccceeeeseeecceeceeseeeeeeeceeeeesaeeeeseeeceeeesseaaaeeeeeeeeesaaa 11 AvePoint Online Services Versions Commercial and U S Government Public Sector secese 11 B fore YOU BeIN ssc cece occ ev seinen oes nse ce ec ne ey Sse eee oo osteo E E E os 12 Managing My Setting S is siccscsvseverssvavscesvcavesncesvadss seeds dovssuce aves sdevavedocvewesdadvsusedavesesudevavecesesseedocesvesdesbeeds 12 Registering Site Collection and MailbOX S cccccccssssssseecceceecaaeesseeceeeeeseeaesseeeeeeseesaeaaeeeeeeeeeesaaagsss 12 Produ ts in DOCAVE ONIN G riii a A aa sataestsnebevevessianetscesesndoosiansienesounes 16 Features Specific to DocAve Online Product Modules ccc
32. DocAve Online If the removed user has permissions for the plans that are related to the current mailbox there will be a pop up window asking you whether to remove the permissions for those plans It is required to remove the permissions for the plans related to the current mailbox first in order to remove the permissions for the current mailbox e When selecting the Plans tab refer to the following steps i Locate the desired plan listed under the Plan Name column The users who have Access permission are displayed under this plan ii To remove the user permission unselect the Access checkbox or hover over the user and click the appeared Remove Permissions link 3 Click OK to save changes or click Cancel to cancel changes Standard User Standard users can use the following two views to see the managed site collections and plans that have been shared with him or her e User based View This view displays all managed site collections mailboxes and plans shared to the current user e Object based View This view displays all managed site collections mailboxes and plans shared to the current user Support This group is used for AvePoint Support representatives that are invited to your DocAve Online account when you need to ask for help and resolve issues For more information on inviting AvePoint Support to help resolve issues refer to Troubleshooting DocAve Online Managing Office 365 Account Use the Off
33. Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group DocAve Online e To search for SharePoint Sites groups enter the keyword in the Input Keyword text box then click the magnifying glass button to search and locate the groups whose group name contains the entered keyword Note The search box supports wildcard and to search for the site collections under the SharePoint Sites groups represents a character and represents multiple characters For example enter abc to search the site collections whose URLs start with an unknown character and have multiple unknown characters after abc e To delete SharePoint Sites groups select the groups and then click Delete on the ribbon or the delete A Delete button to delete the selected groups The site collections added to the group will be moved to the Site Collection pane Click Add on the ribbon or Add gt gt between the two panes to add the selected site collections to the selected SharePoint Sites group The added site collections will not display in the left pane To remove the site collections from the group select the group to include all site collections or expand the group to select the specified site collections and then click Remove on the ribbon or lt lt Remove to move the site collections from the group to the Site Collection pane Click Save to save changes and complete the process of registering si
34. Limitations Limit Entries Estimate Best Practices Stored in Database Control database Unlimited Plan data each plan is 200 For day to day management users can delete Plans jobs Office 365 sites KB job data from the GUI interface for convenience mailboxes and all Users can also export job data for record configuration settings Job data varies depending keeping purposes before deleting them from the on complexity of job DocAve Online solution 1 2 million audit records Users can prune and export the Auditor All collected SharePoint database They can export data and delete the Online audit events data to free up space in the database The size of the audit collection database can be managed via the configurable collection policies within Report Center Auditor database most a month and any expired data will be information pruned automatically Users cannot export the Policy Enforcer database DocAve Online may offer export functionality in the future Due to the nature of the Policy enforcer feature it is assumed that as out of policy events are resolved they will be removed from this database Note The size of the default storage policy is set by the following formula 55 GB 1 GB user count For example if you have paid for 100 users DocAve Online will provide you 155 GB 55 GB 1 GB 100 free storage space The free storage space provided for trial users is 5 Policy Enforcer 1 GB Approximately 300 0
35. Mailboxes Group e If you want to add your desired mailboxes to the default Exchange Mailboxes group or a manually created Exchange Mailboxes group select Add mailboxes to customized groups Then refer to the following steps i On the left pane select your desired mailboxes by checking the corresponding checkboxes To search your desired mailboxes enter the keyword in the Input Keyword text box then click the magnifying glass P button to search and locate the mailboxes whose address contains the entered keyword ii On the right Exchange Mailboxes Group pane select your desired Exchange Mailboxes group by checking the corresponding checkbox You can also perform the following actions To create a new Exchange Mailboxes group click the plus sign New Group button and enter an Exchange Mailboxes group name in the text box then click the checkmark w button to create it To delete an Exchange Mailboxes group select the Exchange Mailboxes group then click the delete Delete button iii Click Add on the ribbon or Add gt gt between the two panes to add the selected mailboxes to the selected Exchange Mailbox group Then the added mailboxes will not display in the left pane To remove the mailboxes from the group select the group to include all mailboxes or expand the group to select the specified mailboxes Then click Remove on the ribbon or lt lt Remove to move the mailboxes from the group to the left pane iv
36. NESS svesssevesees cases vaedevoeecsceseeseadeveceebcesyssaadevecesbceceescueeeecbsbcadeeseeevebeecoee ees 41 Managing OneDrive for Business GrOUPS cccccccccsesesssecccececcaaeeseescceeessaaeesseeeeeesessaaaueeeeeeeeessaaaaess 42 Creating a OneDrive for Business Group ccccccccssssssecccececcauaesseeceeeeecsauauseeeeeeeesssuaueeeeeeeessaaaaeess 42 Deleting OneDrive for Business GrOUPS csesssecccccccseeeeeeeecceeeesaeeeesseeeeeeesseuaeseeeeeeeessseaeeeeeseeeeeeaas 42 Managing Exchange MailDOX S cssssssscccceccceeeeseecceeecsseeaeseeeeeeeeesseaaesseeeeeeessaaeasseeeeeeeeesuaaaeeeeeeeeesaas 43 Working with the Exchange Mailboxes Tab o oo eeeeeeecsseeeceeeeeeeennaaeeeeeeeeeeeeeaaaeeeeeeeeeeeeeaaaeeeeeeeeeeeeeaaaaes 43 Registering Mailboxes by Scan cc cscccceeeeeeseessneeeeeeeeeeeeeeaaaeeeeeeeeeteeeaaaaeeeeeeeeeeeeaaaaeeeeeeeeeeeeaaaaeeeeeeeenees 44 Registering a Single Mailbox cisco ssenevece ce veses scenes eea aE 45 RECONNECtING MailDOXES cccccsssseesseccceecceeeesseecceecccseuesseececeeeessuueusueeeeeeeessuuausseceeeeessuuaaseeeeeeeeessaagaess 46 Managing Exchange Mailboxes GroupS sssssscccccccsssesseeeccececcauueuseeeceeeeessauasseeeeeeeessauaasseeeseeeessaagaess 46 Creating an Exchange Mailboxes Group ccccccccccccceeseseeecceeeceaeeeseeseceeeesseaeaeeeeeeeeesseaaaseeeeeeeeeeaaa 47 Deleting Exchange Mailboxes Group ccccccsssssssseccecccceaseeeeecceceesaauaseceeeeeeesaaaasee
37. OneDrive for Business activated click Batch Import on the ribbon Click Download Template on the ribbon In the pop up window select a location to save the Import_OneDrive_for_Business_Template file You can modify the file name according to your requirements DocAve Online 10 Open the configuration file and enter the Office 365 user IDs of the users whose OneDrive for Business will be registered Save changes to the file and close it Click Browse to upload the template Username and Password Specify your Office 365 credentials that have access to all OneDrive for Business Note The user specified here must be the administrator for the OneDrive for Business that you want to register to the specified OneDrive for Business group or own the global administrator role Select an OneDrive for Business group on the OneDrive for Business Group pane You can also perform the following actions e To create anew OneDrive for Business group click the plus sign New Group button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search for the OneDrive for Business groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the entered keyword e To delete the OneDrive for Business groups select the groups and then click Delete on the ribb
38. OneDrive for Business groups will not display 5 In OneDrive for Business find your desired OneDrive for Business and then select the checkboxes next to the Office 365 account You can also perform the following actions e To select all OneDrive for Business select the Select All checkbox e To search OneDrive for Business enter the keyword in the Input Keyword text box then click the magnifying glass button to search and locate the OneDrive for Business whose Office 365 account contains the entered keyword Note The search box supports wildcards and represents a character and represents multiple characters For example enter abc to search OneDrive for DocAve Online 6 Business that starts with an unknown character and has multiple unknown characters after abc In the OneDrive for Business Group pane select an OneDrive for Business group You can also perform the following actions e Tocreate a new OneDrive for Business group click the plus sign New Group button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search OneDrive for Business groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the entered keyword Note The search box supports wildcard and to search for the OneDrive for Business und
39. Point Online and Exchange Online With DocAve Online organizations can maintain the same level of control over their cloud based assets as they experienced with on premises solutions Hosted on Microsoft Azure Web Services on their Infrastructure as a Service laaS offerings DocAve Online empowers organizations to extend cloud computing as their specific business needs dictate by enabling simplified user and permissions management granular content protection and failover capabilities on demand content restructuring user solutions and site elements deployment customized reporting and synchronization and publication of content across sites and mailboxes DocAve Online is available both commercially and for the U S Government Public Sector DocAve Online Submitting Documentation Feedback to AvePoint AvePoint encourages customers to provide feedback regarding our product documentation You can Submit Your Feedback on our website i DocAve Online Browser and Silverlight Support Information The following table provides the required browser versions and the required Silverlight version Browser Version Internet Explorer IE 10 or above Google Chrome 19 0 1084 52 or above Mozilla Firefox 14 0 1 or above Silverlight 5 0 or above Note Silverlight is a NPAPI plugin that is currently required to use DocAve Online However in Google Chrome v42 and later versions NPAPI plugins are disabled by default T
40. aaggess 93 PCI Casco twee vs eae ees eae ces va eee es va eee ew vm ee eee vee R 96 GOVE ON PAV seeen eoe a E uss cess nese rates oaesee eE E sess 98 Job Monitor eee ec cececce cece eee eeea acne eee eeee enna aeee eee ee eeeeeaaaaeeeeeeeeeeeaaaaeeeeeeeeeeeaaaaeeeeeeeeeeeeaaaaeeeeeeeeee ee 107 Plam GUO eects tena A AR ARI AA ARAA RE EA AAR 108 Welcome Papert vrase EE E E E E E dca dadeidencace dieanks 109 AvePoint Online Services ccccccceeeeeeeeeneeeeceeeeeeeeeeeeeeaaeaeeeeeeeeeaaaaaaeeeeeeeeeeaaaaaeeeeeeeeeeesaaeaeeeeeseeeeaas 110 Appendix B Advanced Search cccccscsseseeccccccseeesseeeceeeeessaeeseeeeeeeesseeeesseeeeeeeeseeeeeseeeeeeeeesauaaaseseeeseesaaa 111 Appendix C Unsupported SharePoint Online Data TyPe s ccccccccccccssssssseeceeeeeessaeeseeceeeeessaaeeseeeeess 113 DocAve Online Appendix D Functional Limitations Notices and Copyright Information DocAve Online What s New in the Guide e Added information about enabling the Silverlight plugin NPAPI plugin in Google Chrome v42 or higher version e Added the Supported Cloud Storage Information section e Added the Integration with AvePoint Online Services section to provide new entries of AvePoint Online Services Ss DocAve Online About DocAve Online DocAve Online offers powerful backup administration and management capabilities through a Software as a Service SaaS platform for organizations utilizing Microsoft Office 365 Share
41. age table to store data instead of a database Archiver Index Device Supported Note Moving Archiver index device will start a Move Index job that moves index files from the original index device to the new one Test Run Unsupported General Mode Advanced Search Supported In place restore Supported Note For a site collection that has been archived a SharePoint Sites Group can be selected for this site collection in the Archiver Restore job Restore to file system Keep original format Unsupported In Concordance format Unsupported EDRM XML format Unsupported Full Text Index Mode Advanced Search Unsupported Restore to file system In Concordance format Unsupported EDRM XML format Unsupported Restore Settings Security Supported Property Supported Conflict Resolution Skip Supported Overwrite Supported DocAve Online Category Feature Option Support Status Workflow Supported Notification Supported Schedule Settings Supported What type of archived content Site Collection Supported would you like to restore Site Supported List Library Supported Folder Supported Document Supported Document Version Supported Item Supported Item Version Supported Attachment Supported Full Text Index Unsupported Retention Supported Control Panel The following table provides a list of the supported and unsupported fea
42. aging Export LOCION S s c 2 ess sereeeveveveveteeessceveeesseevtesssesueesseeeetesseeertesteeereesseeeveesseeeveeese ese eevee 66 Creating and Editing Export LOCations ccccsssssssseccecccceeeeseeceeeeccaeaeeeeeeeesessuaauseeeeeeesssaaaseseeeeeeaaas 66 Troubleshooting cccccccccssssseeecceeeeeaaeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeesseeeeeeeeeeeeeessaaeesseeeeeeessaaaaeeeeeeeeesaaa 68 Submitting Feedback arisen A aan ace aceee aces A E A E A A uaeeaeertee 70 RABe RE DOME a E EE EE E E 70 Interface IMPrOVEMeN ccccccssssssseeeccecccceeeesseecceececseuesseeeeeeeeesaueeuseeeeeeeeessuuaueeeeeeeessuuaaseeseeeeeesaaagasss 70 Feature SUSBESTION citcsszcccccsssccccceaticccssaiceccenateccssantceasesatocasescncustaseocaessvetosuievetossaeealosadseciosateaecoustessouess 71 Appendix A Supported and Unsupported Features for DocAve Products csssssseeeceeeceseeeeeeeeeeeeeeaes 72 Granular BackUp and ReStO les sss iccececsese cence cceceeeeberseeupeccuecesuuevecestsceesevaeevssccosceeesteesseceeereeesesueesuceo eee 72 ACMinistratr sossarnas esasen eseese osadesse Eea eseese 76 Content Manager ceecccccssescccceeeecccaeeeeccceeeseeeceeeeeeeeeeeeeeeeeeeeeeeeeeeesseaeeeesaeeseeeeeeuseeesuaueeesseeesessaeeeeeeea 84 Replicator ere E E eee eae ae 86 R p rtCENt escenes eee Eeee ee e EE eeii 90 Deployment Manage l cccccccccsssssseecccccecseeeeseeeeeeeeeseeeeeeeeeeeeesseeeeeeeeeeeeeseeaeessseeeeeessauaaseeeeeeeeesa
43. arch Settings Search Setting Unsupported SharePoint Designer Settings Supported Management Check Check Broken Link Unsupported Management Contribute Admin Search Supported Delete Unsupported Move Unsupported New Site Supported Management Galleries Site Columns Supported Solutions Supported Themes Supported Web Part Supported Management General Content Type Publishing Supported Management Portal Site Connection Supported Site Collection Features Supported Management Search Gallery Search Duplicate Files Unsupported Search Web Part Supported Management Statistics Job Monitor Supported Permission Tools Create Group Supported Grant Permissions Supported Anonymous Access Unsupported Permission Levels Supported Site Collection Administrators Supported Delete User Groups from Site Collection Supported Edit User Permissions Supported Remove User Permissions Supported Security Account Dead Account Cleaner Unsupported Security Contribute Security Search Supported Users and People and Groups Supported Permissions Site Permissions Supported Security Permission Anonymous Access Unsupported Clone Permission Clone Site Permission Unsupported Clone Permission Clone User Permissions Supported DocAve Online Group Level Category Feature Option Support Status Create Group Supported Delete Users and Groups Supported Edit User Permissions Supported Export Group
44. arch to execute the search operation The search results display under the Search Results tab View the search results in Tree View or List View by clicking the corresponding icons under the Search Results tab DocAve Online Appendix C Unsupported SharePoint Online Data Types The following table lists the SharePoint Online data types that are unsupported in DocAve Online Archiver Content Manager Deployment Manager Replicator and Granular Backup and Restore Unsupported SharePoint Online Data Types SharePoint admin center Office 365 tenant level settings SharePoint Online Alerts Infopath Settings infopath User Profile Service Settings user profiles Business Connectivity Service Settings bcs Records Management Settings records management Search Administration Settings search Secure Store Target Applications secure store My alerts on this site Column External Data List Library Settings Information management policy settings Access View Site Collection Administration The contents of Recycle bin Search Result Sources Search Result Types Search Query Rules Search Schema Site Collection audit settings HTML Field Security Site Mailbox The contents of Site Mailbox Site Settings Language settings User alerts Result Sources Result Types Schema DocAve Online 113 Appendix D Functional
45. between the two panes to add the selected site collections to the selected SharePoint Sites group Then the added site collections will not display in the left pane To remove the site collections from the group select the group to include all site collections or expand the group to select the specified site collections Then click Remove on the ribbon or lt lt Remove between the two panes to remove the site collections from the group Click Next to continue Additional site collections can be added and reorganized after this wizard completes by accessing the DocAve Online Control Panel For more details refer to Managing SharePoint Sites DocAve Online When you are finished click Next 4 A window appears to allow you to choose whether to skip the next step If you do not want to manage Exchange Online content with DocAve Online AvePoint recommends you skip the Exchange Mailboxes Group section Click OK to skip the next section or click Cancel to go to the Exchange Mailboxes Group section and scan Exchange Mailboxes automatically 5 Inthe Exchange Mailboxes Group section all currently available mailboxes are on the left Mailbox pane and you can add your desired mailboxes to the default or customized Exchange Mailboxes group e If you want to add all mailboxes to the default Exchange Mailboxes group select the Add all available mailboxes to the default group checkbox then click Next to add them to the Default Exchange
46. cAve Online Category Feature Support Status Custom Property Number Supported Custom Property Yes No Supported Custom Property Date and Time Supported Version Supported Last Accessed Time Unsupported File Extension Unsupported Workflow Unsupported View Details Supported Edit Filter Policy Supported Delete Filter Policy Supported Host Profile Unsupported Mapping Domain Mapping Unsupported Manager User Create User Customize settings Add a default Source Default User Supported Mapping Mapping if the user does not destination Target Default User Supported exist in destination user Add a place holder account to keep metadata Unsupported even if the user no longer exists Mapping Rules Supported View Details Supported Edit User Mapping Supported Delete User Mapping Supported Import User Mapping Supported Export User Mapping Supported Language Create Language Source and Target Language Supported Mapping Mapping Mapping Rules Supported View Details Supported Edit Language Mapping Supported Delete Language Mapping Supported Import Language Mapping Supported Export Language Mapping Supported Create Content Type Condition Site Condition Supported Mapping List Condition Supported DocAve Online 105 Category Feature Support Status Content Add Content Type Mapping Supported Type View Details Supported Mapping E
47. can view the managed site collections and plans shared to him or her e Support A member of AvePoint s Support staff can be invited to your DocAve Online session to resolve customer issues For more information on inviting AvePoint Support to help resolve issues refer to Troubleshooting Power User The user who registers in AvePoint Online Services the Tenant Owner of AvePoint Online Services is the first power user of DocAve Online The register can invite new power users to collaborate Power users can use the following two views to manage DocAve Online users and permissions e User based View This view displays all users in DocAve Online grouped by user type The managed site collections and plans shared to each user are listed in respective tabs and are both listed under the username e Object based View This view displays all managed site collections and plans in respective tabs The users who have the permissions to each managed site collection plan are listed under the managed site collection plan DocAve Online Applying User Based View User based view in Control Panel gt Account Manager displays all users in DocAve Online grouped by user type The managed site collections mailboxes and plans shared to each user are listed in respective tabs and are both listed under the username In User based View you can view users and manage user permissions To invite delete activate or deactivate users go to the
48. cator The following features are specific to DocAve Online Replicator Information Rights Management Settings To configure the Information Rights Management Settings navigate to Profile Settings gt Advanced Options gt Information Rights Management Settings If the Information Rights Management Settings are enabled in SharePoint Online and the Disable Information Rights Management IRM Settings checkbox is e Selected IRM Settings will be disabled temporarily on the individual list library while it is being replicated and re enabled once the operation on this list library is complete e Deselected Replicator does not work with the IRM Settings enabled library list and the library list cannot be replicated Restoring a Thread To configure Restore Thread navigate to Profile Settings gt Advanced Options gt Restore Thread e Single thread A single thread is used during restore e Multiple threads Multiple threads are used during restore Ignoring the Differences of Columns and Content Types and Replicating the Items DocAve Online Replicator provides a new conflict resolution for dependent items if you choose to replicate the item dependent columns and content types to maintain item integrity 1 Navigate to Profile Settings gt Replication Options gt Configuration gt Advanced 2 Select the Deal with the item dependent column and content types checkbox 3 Choose Replicate the item dependent columns and content typ
49. ccccssssssseecccceceeeseesecceeeeeseaeaseeeeceeeessaageess 19 Admis tatone E E E E aannnrtnecene 19 Granular Backup amp R StOrG ccccccccccccsssseseeeeceeeeeeeesseseeeeeeeesaeeeseseeeeeeesssaeasseeeeeeeesseuaaeeeeeeseesaagagsss 21 Deployment Manager ccsscsccccccccsssessseececcecsseeesseeeceeeessaueeseeeeeeeessseeesseeeeeeeesseaaasseeeeeeessauaaaneeeeess 23 Replicator eee ne eee eee ee o 24 CONTENT MAN a BOM sss cccsssie seca ssvececssssccccs sdececes satectessateecesadteeds sadtecdesascecdeasseecdseedd Eara E eE ieee EEE 25 NODsIVIOHILG access cecccec sect os cannes e ce aschecmsastutesecotessmmanatececnceosssaneatcecatessssantstcecedise spares E E 27 Control PMV a ee ta as sate see es srs es encase sags sees oe eaeeee vas osee ae aves sass see cece aes vanes se ce es aes vnc 27 AICIIVON sass sasnessacsie vans oalasins ast s vncee lean s a sate vee aeaa aaea aE aa iaaa aaaea Eaa aa aeaaaee 29 REPOPrt CENTER A E E 30 Managing SharePoint Sites ccccccsssssseeeececcecceaeeseeeccececesaeaseeceeeeeessuaeuseeeeeeeessauaasseeeeeeeessaaaassseeeeeeesaas 31 Working with the SharePoint Sites Tab cccccccscccccccceeeesseeecceeeeeseeeseeecceeeeesaeeesseeeeeeeesseaaaeeeeeeeeesaea 31 Registering Site Collections by Scan ccsssessecccccccseeesseeecceeeccaauessseceeeeeessauauseeceeeesssauaaseeeeeeeeessaaagess 32 Registering Site Collections in Batch by Configuration File ccccccccccccccessseeeeceeeeseeeeeseeeeceeee
50. ce Supported Secondary Storage Group Unsupported Synchronization Method Unsupported Asynchronous synchronous Configure Folder Structure Unsupported View Details Supported Edit Logical Device Supported Delete Logical Device Supported Storage Create Storage Primary Storage Supported Policy Policy Media Service Unsupported Enable Retention Rule Supported Storage Policy Type Backup Type Supported Archive Type Supported Notification Supported Backup Retention Keep the last cycle Supported Retention rule Keep the last full backup Supported Rule Keep the cycle in _ days weeks months Supported Keep the full backup in _ Supported days weeks months Do not perform actions on any jobs meeting Unsupported the retention rule that have stopped failed or finished with exception Trigger Before the backup job starts Unsupported Data After the backup job completes Unsupported Retention Select Full Backup Unsupported the Incremental Backup Unsupported 102 DocAve Online Category Feature Support Status backup Differential Backup Unsupported types to trigger data retention Trigger Finished Supported data Finished with Exception Supported when a backup is Action Delete the data Supported Remove the job Supported Move the data to logical device Supported Custom Action Unsupported Archive Retention Schedule Start time Supported Rule Interval S
51. cheduled plans by day week or month Note Frequent consecutive full backups have a tendency to repeatedly back up the same data which fills disk space quickly For best results when conducting high frequency backups it is recommended to use incremental backups Incremental backups save time and storage space by backing up only the differences between incremental backups or an incremental backup and a full backup instead of backing up the entire source location Click Next when you are finished The Advanced page appears 4 Advanced Define the advanced settings DocAve Online e Filter Policy Select a filter policy or create a new one to limit the scope of the backup job 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 Control Panel Reference Guide e Notification Select an e mail notification profile for sending e mails For more information on working with notification policies refer to the Control Panel Reference Guide When you are finished setting up settings click Next on the ribbon The Overview screen appears 5 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 6 Click the triangle next to Finish on the lower right section of the screen then select Finish or Finish and
52. d jobs designated to execute will be added to waiting jobs displaying in the Job Queue list To manage the waiting jobs in Job Queue perform any of the following actions e Refresh the Job Queue interface Click the Refresh button on the ribbon to get the most up to date information on the waiting jobs e Filter the waiting jobs Click Product on the ribbon and then select deselect the product name as you desire to display the jobs of the selected products e Promote the waiting jobs Select a waiting job and then click Promote on the ribbon to promote the selected waiting job to the top e Delete the waiting jobs Select one or more waiting jobs and then click Delete to delete the selected waiting jobs from the queue Copying Job ID DocAve Online Job Monitor supports copying the job ID of a specific job To copy a job ID right click the job ID and click Copy Job ID The job ID is copied to your clipboard and you can paste the job ID to your desired location Control Panel The following features are specific to DocAve Online Control Panel DocAve Online Viewing Storage Usage of Each Plan in Physical Device To view the storage usage of each plan complete the following steps 1 Navigate to Control Panel gt Physical Device 2 Select a physical device and click View Details on the ribbon 3 On the Data tab click View Details under the Actions column for your desired module 4 In the new window the storage
53. d site collections mailboxes represent the site collections mailboxes registered to SharePoint Sites groups Exchange Mailbox groups and managed by DocAve Online o The Support user with Access permission for the site collections is able to manage the site collections mailboxes when using the product suites in DocAve Online Click Next when you finish the configurations d Overview Provide an overview of the issue description and the shared managed site collections mailboxes and plans e Click Submit to finish the invitation process AvePoint Support will receive an e mail notification to inform him her that he she is invited to help solve customer issues DocAve Online OO _ Submitting Feedback We provide a platform to collect feedback if you want to report bugs give suggestions for product features or provide comments about your DocAve Online experience Refer to the following steps to submit feedback 1 On the Home page of DocAve Online in the top right corner click the Submit Feedback button The Submit Feedback window appears If you would like to be contacted by an AvePoint representative after submitting feedback check the Would you like to be contacted by an AvePoint representative in regards to your issue checkbox at the top of the window 2 On the top of the Submit Feedback pop up window click the stars to evaluate your DocAve Online experience 3 Provide feedback in one or all of the three availab
54. dit Content Type Mapping Supported Delete Content Type Mapping Supported Import Content Type Mapping Supported Export Content Type Mapping Supported Column Create Column Condition Site Condition Supported Mapping Mapping List Condition Supported Item Condition Supported Column Mapping Column Type Same Type Supported Change to Destination Supported Change to Managed Supported Metadata Change to Lookup Supported Add Value Mapping Supported Advanced Use internal column Supported name View Details Supported Edit Column Mapping Supported Delete Column Mapping Supported Import Column Mapping Supported Export Column Mapping Supported Template Mapping Unsupported Group Mapping Unsupported List Name Mapping Unsupported 106 DocAve Online Job Monitor The following table provides a list the supported and unsupported features for Job Monitor in DocAve Online DocAve Online Category Feature Support Status Scheduled Job Monitor Supported View List View View Details Supported Download Download Job Details Supported Download Job Logs Unsupported Delete Delete Job Supported Delete Content Supported Delete job and backup data Supported Pause Unsupported Stop Supported Resume Unsupported Start Supported Re Sync Unsupported Data Range Supported Module Supported Rol
55. ditional Optional Configurations Refer to the sections below regarding additional optional configurations in Exchange Online 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 page 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 With Backup activated click Predefined Scheme on the ribbon The Predefined Scheme page appears Click Create in the Manage group on the ribbon Name Enter a name into the Predefined Scheme text box and add an optional description Schedule Settings Click Add Schedule to set up a schedule The Add Schedule tab appears oP ees ee Options Select a backup type from the drop down list For more information refer to the Overview of Backup Types section e Full Backup A full backup of the selected source e Incremental Backup A partial backup backs up only the data that has been added since the last backup whether it s Full or Incremental Note Frequent consecutive full backups have a tendency to repeatedly back up the same data which fills disk space quickly For best results when conducting high frequency backups it is recommended that you use incremental backups Incremental backups save time and storage space by backing up only t
56. e Online automatically starts to scan the mailboxes in Exchange Online All available mailboxes are displayed on the Mailbox pane after scanning The mailboxes that have been registered to your Exchange Mailboxes groups will not be displayed 5 On the Mailbox pane find your desired mailboxes and then select the checkboxes next to the mailboxes You can also perform the following actions e To select all mailboxes select the Select All checkbox e To search for the mailboxes enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the mailboxes whose address contains the entered keyword Note The search box supports wildcards and represents a character and represents multiple characters For example enter abc to search the mailboxes whose names start with an unknown character and have multiple unknown characters after abc 6 On the Exchange Mailboxes Group pane select an Exchange Mailboxes group You can also perform the following actions DocAve Online e To create a new Exchange Mailboxes group click the plus sign New Group button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search Exchange Mailboxes groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the
57. e a new OneDrive for Business group click the plus sign New Group button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search for OneDrive for Business groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the entered keyword e To delete OneDrive for Business groups select the groups and then click Delete on the ribbon or the delete AS Delete button to delete the selected groups The OneDrive for Business added to the group will be moved to the OneDrive for Business pane 4 Click Add on the ribbon or Add gt gt between the two panes to add the OneDrive for Business in the file to the selected OneDrive for Business group To remove the OneDrive for Business from the group to the OneDrive for Business pane select the group to include all the OneDrive for Business or expand the group to select the specified OneDrive for Business and then click Remove on the ribbon or lt lt Remove 5 Click Save to complete the process of registering the OneDrive for Business To cancel your changes click Cancel Reconnecting OneDrive for Business If DocAve Online cannot connect to the OneDrive for Business that have been registered to the OneDrive for Business group then they will not be managed via DocAve Online When this happens you can reconnect the
58. e backup is run on the 3rd day of every two months The of every months 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 DocAve Online Managing DocAve Online Accounts Use Account Manager to view DocAve Online users and view manage DocAve Online user permissions Different user types can perform different actions Refer to the following sections for details To access the Account Manager tab for DocAve Online complete the following steps 1 In Control Panel click Account Manager under the Account Manager heading 2 When finished with user management click Close on the ribbon to close the Account Manager page User Type In DocAve Online there are three types of users e Power User Power user has the role of Service Administrator or Tenant User Application Administrator in AvePoint Online Services In Account Manager a power user can view DocAve Online users and view manager DocAve Online user permissions using the user based view or the object based view e Standard User Standard user has the role of Tenant User Standard User in AvePoint Online Services In Account Manager a standard user
59. e site collection URL iii On the Site Collection Connection pop up window specify your Office 365 user ID and password iv Click Connect to reconnect the site collection If the password of your Office 365 account has been changed select the site collections registered by this Office 365 account and click Reconnect on the ribbon On the Site Collection Connection pop up window enter your Office 365 user ID and the latest password and then click Connect Managing SharePoint Sites Groups A SharePoint Sites group is a collection of registered SharePoint Online site collections that allows you to centrally manage and allocate your SharePoint Online sites You can perform the following actions in the SharePoint Sites page to manage your groups e New Group Create a new SharePoint Sites group DocAve Online e Delete Delete the selected SharePoint Sites groups Creating a SharePoint Sites Group To create a new SharePoint Sites group complete the following steps 1 In the SharePoint Sites page click New Group on the ribbon or the plus sign New Group button on the SharePoint Sites Group pane 2 Enter a group name in the text box 3 Click the checkmark Y button to save this new group 4 Repeat steps from 1 to 3 to create new groups Deleting SharePoint Sites Groups To delete a SharePoint Sites group complete the following steps 1 Inthe SharePoint Sites page select the groups you want to delete on the Shar
60. e the credentials Enter your Office 365 credentials You can select Save as an authentication profile to save the entered information as an authentication profile 3 Click Connect to connect to your SharePoint Online 4 After connecting successfully DocAve Online automatically starts to scan the site collections in SharePoint Online All available site collections are displayed on the Site Collection pane after scanning The site collections that have been registered to your SharePoint Sites groups will not display 5 On the Site Collection pane find your desired site collections and then select the checkboxes next to the site collection URL You can also perform the following actions e To select all site collections select the Select All checkbox e To search for the site collections enter the keyword in the Input Keyword text box then click the magnifying glass button to search and locate the site collections whose URL contains the entered keyword Note The search box supports wildcards and represents a character and represents multiple characters For example enter abc to search the site collections whose URLs start with an unknown character and have multiple unknown characters after abc 6 On the SharePoint Sites Group pane select a SharePoint Sites group You can also perform the following actions e Tocreate a new SharePoint Sites group click the plus sign New Grou button on the pane or New
61. ePoint Online Services offers most of the same functionality as the Commercial version For details refer to the AvePoint Online Services User Guide Functionality of DocAve Online in both versions is the same DocAve Online Before You Begin Refer to the sections below to get started with DocAve Online Managing My Settings Use My Settings to view and change your account information and the system language of your DocAve Online interface To access My Settings click the current login username in the top right corner on the DocAve Online Home page To edit the account information and language preference click Edit on the ribbon and the follow the instructions below e Edit Information Enter the description for the current login user in the text box e E mail Address Enter the e mail address in the text box The account related notification e mail will be sent to this e mail address e Language Preference Select the system language for your DocAve Online interface from the drop down list English Japanese or French Click OK on the ribbon to save you configurations or click Cancel on the ribbon to cancel your changes To change the password of your account go to the My Profile page in AvePoint Online Services For details refer to the AvePoint Online Services User Guide Registering Site Collection and Mailboxes Registering site collections to SharePoint Sites groups and registering mailboxes to Exchange Mailbo
62. ePoint Sites Group pane To delete all groups select the Select All checkbox 2 Click Delete on the ribbon or the delete A Delete button on the pane A pop up window appears and asks you to confirm your operation 3 Click OK to delete the selected groups DocAve Online Managing OneDrive for Business Use the OneDrive for Business tab to register SharePoint Online OneDrive for Business to DocAve Online in order for those OneDrive for Business to be managed by DocAve Online Granular Backup amp Restore Administrator Content Manager Replicator and Report Center You can also manage OneDrive for Business groups An OneDrive for Business group is a collection of registered SharePoint Online OneDrive for Business that allows you to centrally manage and allocate your SharePoint Online OneDrive for Business To access the OneDrive for Business tab for DocAve Online complete the following steps 1 In Control Panel click OneDrive for Business under the Office 365 Settings heading 2 Click Cancel on the ribbon to close the OneDrive for Business page Working with the OneDrive for Business Tab With OneDrive for Business activated perform the actions on the ribbon according to your requirements The buttons in the OneDrive for Business Registration Mode group are mainly used to choose the method of adding OneDrive for Business to the OneDrive for Business group e Scan Mode Scan OneDrive for Business to add to OneDrive for Busi
63. ections Click Edit beside the row you want to edit to open the corresponding settings page Confirm all the configurations and click Finish Report Center The following feature is specific to DocAve Online Report Center Reporting on SharePoint Online Site Collections for Sharing Outside Your Company DocAve Online Configuration Report supports reporting for Sharing Outside Your Company on SharePoint Online site collections Refer to the following steps to run the Configuration Report on the Sharing Outside Your Company information 1 2 Navigate to Administration Report gt Configuration Reports In the Scope configuration area click on a group to expand the data tree and select one or more site collections In the Please configure report setting area click General Settings and select the Sharing Outside Your Company option Note Reporting on Sharing Outside Your Company is only available on the site collection level For details on configuring a Configuration Report profile and running a Configuration Report refer to the Report Center User Guide DocAve Online Managing SharePoint Sites Use SharePoint Sites to register SharePoint Online sites to DocAve Online in order for those sites to be managed by DocAve Online You can also manage SharePoint Sites groups A SharePoint Sites group is a collection of registered SharePoint Online site collections which allows you to centrally manage and allocate your SharePoin
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65. ementation and enforcement of SharePoint access and content provisioning governance policies Administrator offers the most comprehensive solution to meet any organization s SharePoint management and administrative needs For full details and guidelines about using Administrator refer to the Administrator User Guide Note If the current usage of your Policy Enforcer Database exceeds 80 of the total provided space you will receive an e mail notification from the DocAve Online team to inform you to free up space For details on Policy Enforcer Database limitations and best practices on how to maintain records and manage your consumption refer to Appendix D Functional Limitations e Content Manager Allows the seamless migration of content from one location to another with no backup needed Content Manager allows the user to comprehensively move copy and restructure the content and topology of SharePoint environment easily and accurately For full details and guidelines about using Content Manager refer to the Content Manager User Guide e Deployment Manager Improves IT efficiency by automating SharePoint Online implementation from staging to production Deployment Manager automates the change management of user solutions customizations and site elements thereby Minimizing human error and cost overruns Facilitating pre production testing and deployment operations For full details and guidelines about using Deployment Manager
66. entered keyword Note The search box supports wildcard and to search for the mailboxes under the Exchange Mailboxes groups represents a character and represents multiple characters For example enter abc to search the mailboxes whose names start with an unknown character and have multiple unknown characters after abc e To delete the Exchange Mailboxes groups select the groups and then click Delete on the ribbon or the delete 6 Delete button to delete the selected groups The mailboxes added to the group will be moved to the Mailbox pane Click Add on the ribbon or Add gt gt between the two panes to add the selected mailboxes to the selected Exchange Mailboxes group The added mailboxes will not display in the left pane To remove the mailboxes from the group select the group to include all mailboxes or expand the group to select the specified mailboxes and then click Remove on the ribbon or lt lt Remove to move the mailboxes from the group to the Mailbox pane Click Save to save changes and complete the process of registering mailboxes To cancel your changes click Cancel Registering a Single Mailbox Registering a single mailbox to Exchange Mailboxes groups allows you to add your desired mailbox to Exchange Mailboxes groups one by one fast and conveniently To register a single mailbox to your desired Exchange Mailboxes groups manually complete the following steps 1 With Exchange Mailboxes activated click
67. eplication Configuration Site Collection Level Site Collection Features Supported Options and Properties Site Collection Search Unsupported Scopes and Search Keywords Site Level Supported List Level Supported List Alerts Unsupported Personal Views Unsupported Content Receive Deletions from Data Destination Supported Metadata Service Unsupported Note There is no option on the DocAve Online Replicator interface DocAve Online Replicator supports replicating terms and terms sets by default User Profiles Unsupported Workflow Definition Supported Workflow Instance Unsupported Security Site Collection Level Supported Site Level Supported List Level Supported Folder Level Supported Item Level Supported Receive Security Changes from Data Destination Supported in two way replication Enable Sync Deletions for Users and Groups Supported Include the Groups Without Permissions Unsupported Enable Sync Deletions for Permissions and Unsupported Permission Levels Profile Settings Conflict Options Configuration Conflict Data source always wins Supported Resolution Data destination always wins Supported DocAve Online Category Feature Option Support Status Configuration Skip Supported Conflict Action Overwrite Supported Content Conflict Data source always wins Sup
68. er 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 With Backup activated click the My Registered Mailboxes node which contains the relevant registered mailboxes Expand the desired Exchange Mailboxes groups Select the checkboxes next to the relevant objects you want to back up You can select objects throughout the mailboxes After selecting content choose to perform either a backup using the Using Ad Hoc Backup ora backup using the Using the Plan Builder See the appropriate section below DocAve Online Understanding Ad Hoc Backup An Ad Hoc Backup job backs up the selected content immediately without setting up a schedule using the default settings which needs to be configured prior to running the backup Note An Ad Hoc Backup job 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 2 After Selecting Content to Back Up click Ad Hoc Backup on the ribbon Select Default Settin
69. er hidden lists e List Level List settings and Public views Choose one of the following options to deal with the item dependent columns and content types e Copy Move the item dependent columns and content types to maintain item integrity With this option selected choose one of the following conflict resolutions for dependent items to deal with the conflict o Donotcopy move the columns and content types or the corresponding items o Overwrite the columns and content types o Append the columns and content types to destination o Ignore the difference of columns and content types and copy move the items e Do not copy move the item dependent columns or content types Report the items if the corresponding column or content type is not found in destination DocAve Online Configuring Detailed Settings for Security To configure detailed settings for Security navigate to Default Copy Settings Default Move Settings Plan Builder Wizard Mode gt Data Selection Plan Builder Form Mode gt Security Select the Copy security Move security or Copy Move security checkbox and then select the securities that you want to copy or move e Site Collection Level Users groups e Site Level Users groups permission levels site permissions Permission levels enable you to replicate customized permission levels from the source to the target properly e List Level Users groups list permissions e Folder Level Users
70. er the OneDrive for Business groups represents a character and represents multiple characters For example enter abc to search the OneDrive for Business whose Office 365 accounts start with an unknown character and have multiple unknown characters after abc e To delete OneDrive for Business groups select the groups and then click Delete on the ribbon or the delete 8 Delete button to delete the selected groups 7 Click Add on the ribbon or Add gt gt between the two panes to add the selected OneDrive for Business to the selected OneDrive for Business group The added OneDrive for Business will not display in the left pane To remove an OneDrive for Business from the group select the group to include all OneDrive for Business or expand the group to select the specified OneDrive for Business and then click Remove on the ribbon or lt lt Remove to move the OneDrive for Business from the group to the OneDrive for Business pane Click Save to save changes and complete the process of registering OneDrive for Business To cancel your changes click Cancel Registering in Batch by Configuration File To register OneDrive for Business to a specified OneDrive for Business group in batch by using a configuration file download a configuration file template first Then provide the OneDrive for Business information in the file import the file and register OneDrive for Business to the specified OneDrive for Business group 1 2 With
71. es to maintain item integrity DocAve Online 4 In the Conflict resolution for dependent items drop down list you can see a new resolution Ignore the differences of columns and content types and replicate the items With this option selected the conflict of columns and content types will be ignored and the dependent items will be replicated to the destination Importing Custom Site Collection Template Solution File When creating a site collection on the destination tree you can import a custom template solution wsp file that will be used to create the site collection 1 Inthe Create Container window go to Template Selection and click the Custom tab 2 Click Browse to select your desired wsp file in the Open window Content Manager The following features are specific to DocAve Online Content Manager Configuring Detailed Settings To configure detailed settings for Configuration navigate to Default Copy Settings Default Move Settings Plan Builder Wizard Mode gt Data Selection Plan Builder Form Mode gt Configuration Select the Copy configuration Move configuration or Copy Move configuration checkbox then select the configurations that you want to copy or move e Site Collection Level Site collection features and properties e Site Level Site features and properties Site column and content type Navigation and quick launch Site template and list template Web parts page layout master pages and oth
72. estore The Archiver Restore tab appears 2 In Data Selection select the archived data from the tree structure that you want to restore Note This type of restore only supports restoring data in list folder and item levels 3 After selecting the archived data to restore click Next The Restore Type page appears 4 In Restore Type configure the following settings e Restore Type Select Out of place restore to restore the archived data to the logical device in the storage policy selected below e Destination Select one of the configured storage policies for the archived data from the drop down list or select New Storage Policy to create a new one Note The Destination field only appears after you select the Out of place restore in the Restore Type field 5 Click Next to access the Restore Settings page 6 In Restore Settings configure the following settings e Notification Configure e mail notification settings Select the desired notification profile from the drop down list e Schedule Settings Select when to restore the archived data o Restore once the wizard finished Run the restore job immediately after you have finished using the wizard o Start time Configure a schedule yourself and choose a start time Click the link below the start time to switch the time zone 7 When finished click Next The Overview page appears DocAve Online 8 9 In the Overview page review your sel
73. ference Time Supported Export and Import Online Plan Unsupported Security Trimming Supported Implicit and Explicit Mapping 1 site collection level Mapping 2 list level Supported Version Level Document Major Version Supported Major Version and Minor Version Supported Item Major Version Supported Rename List Rename Full Replication Unsupported Incremental Replication Supported Include and Exclude Include New Supported Exclude Site Supported One way Pull Unsupported Replication Details Unsupported Mapping Status Unsupported Publishing Mode Unsupported Cross Version Unsupported DocAve Online Report Center The following table provides a list of the supported and unsupported features for Report Center in DocAve Online Category Feature Option Support Status Usage Report Search Usage Unsupported Site Visitors and Activity Unsupported Checked Out Documents Unsupported Page Traffic Unsupported Referrers Unsupported Last Accessed Time Unsupported Failed Login Attempts Unsupported Workflow Status Unsupported SharePoint Alerts Unsupported Download Ranking Unsupported Site Activity Ranking Unsupported Active Usage Unsupported Infrastructure Reports SharePoint Services Unsupported CPU Memory Usage Unsupported Networking Unsupported SharePoint Topology Unsupported SharePoint Search Services Unsupported Environment Search Unsupported Site Collection Co
74. figure a restore thread setting navigate to Granular Restore gt Restore gt Restore Settings In the Restore Thread files you can choose to use a single thread or multiple threads during restore e Single thread A single thread is used during restore e Multiple thread Multiple threads are used during restore Importing Custom Site Collection Template Solution File When creating a site collection on the destination tree for an out of place restore you can import a custom template solution wsp file to create the site collection with custom template 1 Inthe Create Container window go to Template Selection and click Custom tab 2 Click Browse to select your desired wsp file in the Open window Ignoring the Differences of Columns and Content Types and Restoring the Items DocAve Online Granular Backup and Restore provides a new conflict resolution for dependent items if you choose to restore the item dependent columns and content types to maintain item integrity When building a Granular Restore job you can select Ignore the differences of columns and content types and restore the items from the drop down list in the Item Depended Columns and Content Types field in Restore Settings With this option selected the conflict of columns and content types will be ignored and the dependent items will be restored to the destination Retrying the Retention Job If the retention job to move the Granular Backup data from the SFTP storage to
75. gement Settings are enabled in SharePoint Online and the Disable Information Rights Management IRM Settings checkbox is e Selected IRM Settings will be disabled temporarily on the individual list library while it is being backed up and re enabled once the operation on this list library is complete e Deselected the content you backed up will remain encrypted and the restored backup data can only be functional in the destination when the Granular in place restore is performed Note If the source list library is completely deleted from SharePoint Online the restored backup data cannot be accessed through SharePoint Online after the in place restore Restoring a Storage Policy To restore the granular content at list library folder item file level to the designated storage policy navigate to Granular Backup and Restore gt Restore and complete the following steps 1 2 In Restore tab select Restore on the ribbon In the Job Selection interface select the backup job that contains the granular content that you want to restore Click Next The Data Selection interface appears Expand the Backup Data tree to select the desired SharePoint Online lists libraries folders items files on the tree Click Next Note If you select the Only restore security option in Global settings for content configuration field to only restore the security of the selected contents Restore to storage policy will be disabled In the Restore Type
76. group on the right SharePoint Sites Group pane e Remove Remove the site collections from the selected SharePoint Sites group e Scan Scan the site collections in your SharePoint Online The available site collections are displayed on the left Site Collection pane DocAve Online Registering Site Collections by Scan Registering site collections to SharePoint Sites groups allows you to centrally manage and allocate your SharePoint Online sites after scanning site collections To register site collections you need to 1 Scan the site collections in your SharePoint Online 2 Add the desired site collections to the selected SharePoint Sites groups To start registering site collections to SharePoint Sites groups complete the following steps 1 With SharePoint Sites activated click Scan Mode in the Site Collection Registration Mode group on the ribbon and then click Scan in the Actions group or you can click Scan on the left Site Collection pane A pop up window appears 2 On the pop up window specify your Office 365 credentials by selecting an authentication profile or enter the corresponding information To scan all site collections in your domain make sure the Office 365 user ID you specified has the global administrator role e Select an authentication profile Select an authentication profile from the drop down list For more information of authentication profile refer to Managing Office 365 Account e Provid
77. gs 3 Runa restore job Follow the steps below for detailed information 1 With Restore activated click Restore on the ribbon or Start with Time based Restore in the workspace The Job Selection page appears in the Restore Wizard tab 2 Job Selection The backup jobs that have been completed within the last 7 days are available in the calendar Click Day Week or Month in the top right corner of the calendar to change the view to see all available jobs Click the left and right arrows beside the date on the top left of the calendar to move forward or backward Select a backup job which contains the content that you want to restore You can also configure settings in the Filter By field to limit the scope of the displayed backup job The logical relationship between the following filter rules is AND e Plan Filter Filter backup jobs by plan name By default all plans are selected e Job Filter Filter backup job by job type Select the backup type in the Job Filter drop down list If you check the Include jobs with only partial backup data checkbox any backup jobs that are stopped prior to completion are included in the backup By default Full is selected e Time Range Filter backup data by job completed time range The All jobs selection lists all backup jobs whenever the job completed while Job completed within filters the backup jobs which are completed in the specified time range By default Jobs completed within Last
78. gs from the drop down list The Default Settings page appears Storage Policy Select a storage policy for the backup data or create a new storage policy A storage policy is used to configure a set of rules for storing backed up data It also supports the function of pruning the backup data and deleting or moving the pruned backup data For more information on working with storage policies refer to the Control Panel Reference Guide Filter Policy Select a filter policy or create a new one to limit the scope of the backup job 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 Control Panel Reference Guide Data Compression Select an optional data compression setting Select the Compression checkbox to enable data compression and then choose a compression level using the slider A low compression level results in a faster compression rate but a larger data set while a high compression level results in a slower compression rate but a smaller better quality data set Compressing data causes slower backup and additional recovery time Data Encryption Select the Encryption checkbox optional to enable data encryption Select a security profile or create a new one to specify the encryption method for the encryption For more information on working with security profiles refer to the Control Panel Reference Guide Encrypting data causes s
79. he 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 day By week or By month DocAve Online 7 Schedule Settings Set up the frequency for the scheduled backup job If you select the type as 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 specify when to start and stop running the recurring schedule No end date The job is run on schedule all the time End after occurrences The job stops running after running the specified times End On The job ends by the date you specify Advanced Predefined Scheme Settings The following advanced settings are available for configuring a predefined scheme By Week Run every week s On Specify the days of the week to run the plan on and after how many weeks to recur By Month On day of Select the day and the month to run the backup job For example specify this option as On day 3 of January and the backup is run on 3rd January Day of every months Select the day and the month interval to run the backup job For example specify this option as Day 3 of every 2 months and th
80. he item whose title does not contain A Equals A Searches for the item whose title is A Does Not Equal A Searches for the item whose title is not A Attachment Has Attachment Yes Searches for the item that has attachment Category Contains A Searches for the item whose category contains A Does Not Contain A Searches for the item whose category does not contain A Equals A Searches for the item whose category is A Does Not Equal A Searches for the item whose category is not A Send Time Before 2015 02 10 Searches for the item 16 40 00 whose send time is earlier UTC 08 00 than 2015 02 10 16 40 00 Beijing UTC 08 00 Beijing Chongqing DocAve Online 111 112 Level Rule Condition Value Hong Kong Chongqing Hong Kong Urumqi After 2015 02 10 Searches for the item 16 40 00 whose send time is later UTC 08 00 than 2015 02 10 16 40 00 Beijing UTC 08 00 Beijing Chongqing Chongqing Hong Kong Hong Kong Urumqi After adding multiple criteria you can change the logical relationship between them by clicking the logic icon after the criteria There are two logics now And and Or The default logic is And And The content that meets all the criteria will be filtered to be included Or The content that meets at least one of the criteria will be filtered to be included Under the Basic Filter Condition tab you can view the logical relationship of the criteria Click Se
81. ia Service Supported Data Encryption SharePoint Agent Unsupported Media Service Supported Notification Supported Associated Plan Group Supported DocAve Online Category Feature Support Status Agent Group Unsupported Security Profile Supported SharePoint 2013 Online App Supported Backup Type Full Backup Supported Incremental Backup Supported Differential Backup Unsupported Job Report Simplified Supported Detailed Supported Granular Restore Time Based Restore Filter by Plan Filter Supported Job Filter Supported Time Range Supported Display backup jobs in the calendar view Supported Advanced Search Site Collection Supported Site Supported App Supported List Supported Folder Supported Item Supported Attachment Supported Document Supported Object Based Restore Unsupported Restore Settings Restore Type In place restore Supported Out of place restore Supported Restore to file system Unsupported Global Settings for Global settings for container Supported Restoring Content configuration Property and Security Global settings for content Supported configuration Security Supported Property Supported Restore Action Merge source list to destination site Supported Attach source site to destination site Supported DocAve Online Category Feature Suppo
82. ice 365 Account Manager tab to create authentication profiles An authentication profile contains the Office 365 user ID and the SharePoint center admin URL information With it you can quickly fill in a form when needed by selecting this previously created authentication profile To access the Office 365 Account Manager tab for DocAve Online complete the following steps 1 In Control Panel click Office 365 Account Manager under the Office 365 Settings heading 2 When finished with account management click Close on the ribbon to close the Office 365 Account Manager page DocAve Online Configuring Your Own Storage as a Physical Device Physical devices allow DocAve Online to store backup data DocAve Online provides a default physical device that uses a default Microsoft Azure Storage device for storing backup data and supports showing the backup data size the used storage and free space of the default physical device If desired you can configure a new physical device that uses your own storage to store the backup data While you can create multiple physical devices for use in DocAve Online here only one is necessary to perform a successful backup job Depending on where you want to store the backup data DocAve Online has the capability to write to any FTP SFTP TSM Microsoft Azure Storage Amazon S3 Rackspace Cloud File Dropbox Box and OneDrive devices For full details and guidelines about using the physical device refer t
83. ilboxes To access the Exchange Mailboxes tab for DocAve Online complete the following steps 1 In Control Panel click Exchange Mailboxes under the Office 365 Settings heading 2 When finished with the Exchange mailboxes management click Cancel on the ribbon to close the Exchange Mailboxes page Working with the Exchange Mailboxes Tab With Exchange Mailboxes activated perform the actions on the ribbon according to your requirements The buttons in the Mailbox Registration group are mainly used to choose the method of adding mailboxes to Exchange Mailboxes group e Scan Mailboxes Scan mailboxes including the shared mailboxes to add to Exchange Mailboxes group e Add Single Mailbox Add mailboxes one by one to Exchange Mailboxes groups manually The buttons in the Actions group are mainly used to manage the Exchange Online mailboxes and Exchange Mailboxes group e Reconnect When the mailboxes added in Exchange Mailboxes group fail to connect reconnect them by specifying your Office 365 credentials e New Group Create a new Exchange Mailboxes group e Delete Delete the selected Exchange Mailboxes groups e Add Add the selected mailboxes on the left pane to the selected Exchange Mailboxes group on the right Exchange Mailboxes Group pane e Remove Remove the mailboxes from the selected Exchange Mailboxes group e Scan Scan the mailboxes in your Exchange Online The available mailboxes will be displayed
84. ile Type This section appears when you select Restore to storage policy as the restore type Select PST File as the file type from the drop down list e Destination This section appears when you select Restore to storage policy as the restore type Enter your desired prefix for the PST files in the Prefix text box and then select a previously configured storage policy from the Storage policy drop down list or click New Storage Policy to create a new one For details refer to the Control Panel Reference Guide e PST File Setting Click Advanced The PST File Setting appears If the mailboxes in the selected data contain large numbers of e mails you can choose to generate multiple PST files for one mailbox Select the Generate multiple PST files for one mailbox checkbox and then define how many folders each PST file will contain by entering a positive integer in the text box Click Next The Restore Settings page appears 5 Restore Settings Configure the following settings for the restore e Conflict Resolution Only for in place restore Define a conflict resolution behavior If the Exchange object name in the source node is the same name as an existing object in the target node a conflict happens o Container level conflict resolution Set a conflict resolution on the folder level Skip ignores the source container that has the same name as the target one o Content level conflict resolution Set a conflict res
85. ine group successfully they cannot be managed via DocAve Online You can reconnect to this kind of site collections later Find more information in Reconnecting Site Collections 8 Select a SharePoint Sites group on the SharePoint Sites Group pane You can also perform the following actions e To create a new SharePoint Sites group click the plus sign New GrouP button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search for the SharePoint Sites groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the entered keyword e To delete the SharePoint Sites groups select the groups and then click Delete on the ribbon or the delete 4 Delete button to delete the selected groups The site collections added to the group will be moved to the Site Collection pane 9 Click Add on the ribbon or Add gt gt between the two panes to add the site collections in the file to the selected SharePoint Sites group To remove the site collections from the group select the group to include all site collections or expand the group to select the specified site collections and then click Remove on the ribbon or lt lt Remove to remove the site collections from the group to the Site Collection pane 10 Click Save to save changes and complete the process of reg
86. ions 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 DocAve Online 1s
87. iple Job IDs separate the Job IDs with semicolon o Attachment If you have a file that will help explain or resolve your issue click Browse and select your file Note The maximum file size is 5 MB o Contact Option Choose your preferred method of contact Phone Enter your phone number in the textbox E mail Enter your e mail address in the textbox b Plans Share plans with the Support user by selecting the checkboxes below the Access column for the specified plans E DocAve Online In the current page you can also filter the plans by the keyword The keyword must be contained in the value of the Plan Name Description Product or Created By columns Enter the keyword for the plans you want to display in the Input Keyword text box and then click the magnifying glass 2 button to search You can select Search all pages or Search current page to define the search scope Search all pages means that the plans in all pages whose columns contain the keywords will be displayed while Search current page means that only the plans in the current page whose names and descriptions contain the keywords will be displayed Note The search function is not case sensitive Click Next when you finish the configurations c Managed Site Collections Mailboxes Share the desired managed site collections mailboxes by selecting the checkboxes below the Access column for the specified managed site collection mailbox o Manage
88. istering site collections To cancel your changes click Cancel Registering a Single Site Collection Registering a single site collection to SharePoint Sites groups allows you to add your desired site collection to SharePoint Sites groups one by one fast and conveniently To add a single site collection to your desired SharePoint Sites groups manually complete the following steps 1 With SharePoint Sites activated click Single Site Collection in the Site Collection Registration Mode group on the ribbon 2 Enter the Site Collection URL Username and Password in the left pane Make sure the user you specified has Site Collection Administrator permissions to the specified site collection 3 In SharePoint Sites Group select a SharePoint Sites group You can also perform the following actions e To create a new SharePoint Sites group click the plus sign New Group button on the pane or New Group on the ribbon Enter a group name in the text box and click the checkmark Y button to save this new group e To search for the SharePoint Sites groups enter the keyword in the Input Keyword text box then click the magnifying glass 2 button to search and locate the groups whose group name contains the entered keyword DocAve Online e To delete the SharePoint Sites groups select the groups and then click Delete on the ribbon or the delete Delete button to delete the selected groups The site collections added to the group wi
89. ks Scope Settings Unsupported RSS Setting Supported DocAve Online Category Feature Option Support Status Search And Offline Availability Supported Look and Quick Launch Unsupported Feel Site Theme Unsupported Title Description and Icon Unsupported Top Link Bar Unsupported Tree View Supported Management Contribute Admin Search Supported Delete Supported New List Library Supported New Subsite Supported Management Galleries Master Page Supported Site Columns Supported Site Content Types Supported Management General Regional Settings Supported Management Reset to Site Definition Supported Site Features Supported Management Search Gallery Search Duplicate Files Unsupported Search Web Part Supported Management Check Check Broken Link Unsupported Management Statistics Job Monitor Supported Permission Tools Create Group Supported Grant Permissions Supported Inherit Permissions Supported Stop inheriting Permissions gt Break Inheritance for Supported Selected Node Stop inheriting Permissions gt Break Inheritance for Supported Sub nodes Anonymous Access Unsupported Permission Levels Supported Edit User Permissions Supported Remove User Permissions Supported Security Account Dead Account Cleaner Unsupported DocAve Online
90. lback Supported Report Collector Unsupported Maintenance Unsupported Search Result Supported Download Report Supported Orphan Site Deletion Unsupported Dead Account Deletion Unsupported Rollback Changes Unsupported Web Part Management Unsupported Duplicate File Search Unsupported View Mappings Supported Additional Features for View Workflow Status Report Unsupported Report Center Job View SharePoint Alerts Reports Unsupported View Last Accessed Time Report Unsupported 107 Category Feature Support Status View Storage Analyzer Report Unsupported View Best Practice Reports Unsupported View User Lifecycle Reports Supported View List Access Reports Unsupported View Item Lifecycle Reports Supported View Site Actions Reports Unsupported View List Deletion Reports Supported View Permission Changes Reports Supported View Content Type Changes Reports Supported View Custom Reports Supported View Term Store Changes Reports Unsupported View Content Type Usage Reports Unsupported Additional Features for Search Result Unsupported eDiscovery Job Calendar View Supported Report Location Use net share path as the report location Unsupported Search Result Supported Scheduled Job Monitor Calendar View Enable Scheduled Job Supported Disable Scheduled Job Supported List View Supported Job Pruning Unsupported Job Performance Alert Unsupported Plan Group The foll
91. ld the data will be stored in the FTP SFTP root folder DocAve Online Integration with AvePoint Online Services DocAve Online is integrated to AvePoint Online Services To register for a DocAve Online account you must first register an account in AvePoint Online Services AvePoint provides the following methods to register an AvePoint Online Services account e Register on the AvePoint Online Services website e Visit the AvePoint Online Services page or the DocAve Online page on the AvePoint official website e To register for AvePoint Online Services for U S Government Public Sector access the following URL https usgov avepointonlineservices com To access DocAve Online use one of the entries above to sign in AvePoint Online Services For details refer to the AvePoint Online Services User Guide In DocAve Online you can navigate back to the AvePoint Online Services homepage Click the drop down arrow MEE on the top of the Welcome page and then click AvePoint Online Services on the navigation bar You can also click Governance Automation Online Compliance Guardian Online or File Share Navigator Online to access the corresponding product AvePoint Online Services Versions Commercial and U S Government Public Sector There are two versions of AvePoint Online Services AvePoint Online Services and a version available on Microsoft s Cloud Platform for U S Government The U S Government Public Sector version of Av
92. le feedback tabs Bug Report Interface Improvement and Feature Suggestion Refer to the appropriate section below for further details Bug Report In the Bug Report tab provide detailed information about the bug that you want to report 1 Product Select the products you were using when you found the bug error Select the checkboxes before the product names in the drop down list 2 Bug Type Choose the type of the bug Logic or User Interface If you choose User Interface select a specific type from the drop down list Interaction Spelling or Grammar 3 Severity Define the severity of the bug 1 Trivial 5 Critical by selecting a level on the scroll bar 4 Details Enter your own description to tell us the details of the bug for example how often the bug appears what process the bug affects and what actions were performed before the bug appears Click Send Now to submit your feedback Interface Improvement In the Interface Improvement tab you can provide feedback about your experience with the interface 1 Tree and Interface Performance Choose your evaluation for the performance of the data tree interface and SharePoint Online functions 2 How would you describe the DocAve Online Interface Choose your evaluation of the DocAve Online interface DocAve Online 3 Additional Feedback Enter any additional feedback that you want to share with us in the provided text box Click Send Now to
93. line 2 Add OneDrive for Business to the selected OneDrive for Business groups To start registering OneDrive for Business to OneDrive for Business groups complete the following steps 1 With OneDrive for Business activated click Scan Mode in the OneDrive for Business Registration Mode group on the ribbon and then click scan in the Actions group or you can click the Scan link on the left OneDrive for Business pane A pop up window appears 2 Onthe pop up window specify your Office 365 credentials by selecting an authentication profile or enter the corresponding information To scan all OneDrive for Business in your Office 365 tenant make sure the Office 365 user ID you specified has the global administrator role e Select an authentication profile Select an authentication profile from the drop down list For more information of authentication profile refer to Managing Office 365 Account e Provide the credentials Enter your Office 365 credentials and the SharePoint admin center URL You can select Save as an authentication profile to save the entered information as an authentication profile 3 Click Connect to connect to your SharePoint Online 4 After connecting successfully DocAve Online automatically starts to scan the OneDrive for Business in SharePoint Online All available OneDrive for Business are displayed on the OneDrive for Business pane after scanning The OneDrive for Business that have been registered to your
94. ll be moved to the Site Collection pane 4 Click Add on the ribbon or Add gt gt between the two panes to add the specified site collection to the selected SharePoint Sites group The added site collection will not display in the left pane To remove the site collection from the group select the group to include all site collections or expand the group to select the specified site collections and then click Remove on the ribbon or lt lt Remove to move the site collections from the group to the Site Collection pane 5 Click Save to save changes and complete the process of registering site collections To cancel your changes click Cancel Reconnecting Site Collections If DocAve Online cannot connect to the site collections that have been registered to SharePoint Sites group then they will not be managed via DocAve Online When this happens you can reconnect the site collections When loading the SharePoint Sites page DocAve Online will automatically check whether all registered site collections can be connected or not If it fails to connect some site collections a message will appear under the ribbon You can choose to perform e Click Clear All to remove the unconnected site collections from the SharePoint Sites groups e Reconnect the site collections i With the SharePoint Sites tab activated expand the SharePoint Sites group to find the site collections whose URL is greyed out ii Click the reconnect 50 button next to th
95. low compression level results in a faster compression rate but a larger data set while a high compression level results in a slower compression rate but a smaller better quality data set Compressing data causes slower backup and additional recovery time e Data Encryption Select the Encryption checkbox optional to enable data encryption Select a security profile or create a new one to specify the encryption method for the encryption For more information on working with security profiles refer to the Control Panel Reference Guide Encrypting data causes slower backup and additional recovery time e Notification Select an e mail notification profile for sending e mails For more information on working with notification policies refer to the Control Panel Reference Guide 6 Click OK or OK and Run Now on the lower right section of the screen The backup plan is now listed in Plan Manager If you select OK and Run Now the Run Now pop up window appears Select a backup option from the Option drop down list and then click OK to start the backup job Performing an Exchange Online Restore An Exchange Online restore can be performed only on data backed up using DocAve Online s Exchange Backup and Restore The selected backed up data can be restored to its original location in Exchange Online To configure and run a restore complete the following sections 1 Select backed up data DocAve Online 2 Configure restore settin
96. lower backup and additional recovery time Notification Select an e mail notification profile for sending the notification report For more information on working with notification policies refer to the Control Panel Reference Guide DocAve Online Using Ad Hoc Backup In order to perform an Ad Hoc Backup job you must first configure the Configuring Default Settings To initiate an Ad Hoc Backup job complete the following steps 1 After Selecting Content to Back Up and Configuring Default Settings click Ad Hoc Backup on the ribbon 2 Select Ad Hoc Backup from the drop down list The Ad Hoc Backup tab 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 settings is very similar to configuring the default settings for an Ad Hoc Backup Use Plan Builder when you want to schedule a backup and define the type of backup Full or Incremental or when you want to use the Predefined Schemes feature Note A backup run with Plan Builder is a back end process meaning that the job runs in the background The user can continue to navigate through the user interface without having to first cancel the running job To use the Plan Builder complete the following steps 1 After Selecting Content to
97. mparison Unsupported Site Collection Load Time Unsupported Storage Trends Unsupported Storage Analyzer Unsupported User Storage Size Unsupported Administration Reports Configuration Reports Supported Best Practice Reports Unsupported Compliance Report User Lifecycle Supported List Access Unsupported List Deletion Supported DocAve Online Category Feature Option Support Status Permission Changes Supported Site Access Supported Item Lifecycle Supported Content Type Changes Supported Custom Report Supported Term Store Changes Unsupported Content Type Usage Unsupported Information Management Policies Unsupported Upcoming Content Expiration Unsupported Run Report Run Report Only Supported Save Profile and Run Report Supported Export to Datasheet Report Format CSV Supported PDF Unsupported XLSX Unsupported Export Settings Export to local immediately Unsupported Export to a configured export Supported location DocAve Reports DocAve Topology Unsupported Performance Monitoring Unsupported Disk Space Monitoring Unsupported Job Performance Monitoring Unsupported DocAve Auditor Supported Settings Data Collection Unsupported IIS Logging Unsupported Reporting Service Unsupported Cross Farm Service Configuration Unsupported Wizard Mode Supported Form Mode Supported Audit Controller al Rules Individually Supported Trickle Down Unsupported Apply Rule Filter Pai l Unsupported Operation Settings Supported
98. ness groups e Batch Import Import OneDrive for Business in batch to add to OneDrive for Business groups e Single OneDrive for Business Add OneDrive for Business one by one to OneDrive for Business groups manually The buttons in the Site Collection Management group are mainly used to manage the OneDrive for Business and OneDrive for Business group e Reconnect When the OneDrive for Business added in the OneDrive for Business group fail to connect reconnect them by specifying your Office 365 credentials e New Group Create a new OneDrive for Business group e Delete Delete the selected OneDrive for Business groups The following buttons in the Actions group are used mainly to manage OneDrive for Business e Add Add the selected OneDrive for Business on the left pane to the selected OneDrive for Business group on the right OneDrive for Business pane e Remove Remove OneDrive for Business from the selected OneDrive for Business group DocAve Online Registering OneDrive for Business Refer to the following sections to learn more about how to register OneDrive for Business Registering OneDrive for Business by Scan Registering OneDrive for Business to OneDrive for Business groups allows you to centrally manage and allocate your SharePoint Online OneDrive for Business after scanning OneDrive for Business To register OneDrive for Business you need to 1 Scan OneDrive for Business in your SharePoint On
99. nline mailboxes You can perform the following actions in the Exchange Mailboxes page to manage your groups e New Group Create a new Exchange Mailboxes group DocAve Online e Delete Delete the selected Exchange Mailboxes groups Creating an Exchange Mailboxes Group To create a new Exchange Mailboxes group complete the following steps 1 In the Exchange Mailboxes page click New Group on the ribbon or the plus sign New Group button on the Exchange Mailboxes Group pane 2 Enter a group name in the text box 3 Click the checkmark Y button to save this new group 4 Repeat steps 1 to 3 to create new groups Deleting Exchange Mailboxes Groups To delete a new Exchange Mailboxes group complete the following steps 1 In the Exchange Mailboxes page select the groups you want to delete on the Exchange Mailboxes Group pane To delete all groups select the Select All checkbox 2 Click Delete on the ribbon or the delete 6 Delete button on the pane A pop up window appears and asks you to confirm your operation 3 Click OK to delete the selected groups DocAve Online Exchange Online Backup and Restore Exchange Online Backup and Restore ensures resiliency of service in the event of a disaster and quickly recovers lost or corrupted content from the backup It offers full and incremental backup capabilities for Exchange Online content enabling the user to build backup plans and schedules that focus on frequen
100. ns the data you are about to delete click Delete All Data A pop up window appears to ask you to confirm your deletion All of the data that was backed up by the plan and all of the job records and job reports related to this plan will be deleted You can also select the Remove the DocAve Online plan as well checkbox to delete this plan from DocAve Online during the data deletion 5 Click OK to delete the data French is Available for Mapping DocAve Online supports French for mapping To select French as the language that the source node is displayed in or as the language that you want to display the destination node in navigate to Control DocAve Online Panel gt Language Mapping on the Create a New Language Mapping Edit Language Mapping interface select French from the Source language drop down list or the Target language drop down list Archiver The following features are specific to DocAve Online Archiver Archiving and Restore List Views In the Archiver tab of DocAve Online Archiver selecting the Include list views checkbox in the List View field of the Settings pane allows you to archive list views in the selected node To restore the archived list views perform an in place restore with the Include list views checkbox in the List View field selected in the Restore Settings step Performing an Out of Place Restore Refer to the following steps to perform an out of place restore 1 Navigate to Archiver gt Archiver R
101. o the Control Panel Reference Guide Note DocAve Online supports specifying a folder in FTP SFTP to store the data through configuring the Folder Structure field This field is optional In the Root Folder text box enter the desired folder structure in FTP SFTP where you would like to store the data if the specified folder structure does not exist in FTP SFTP the folder structure will be created automatically The data will be stored according to the specified folder structure If you do not configure this field the data will be stored in the FTP SFTP root folder Note For Microsoft Azure Storage DocAve Online only supports writing backup data to the Block blobs storage type Note Due to performance issues AvePoint does not recommend using OneDrive for storage when using DocAve Online DocAve Online Configuring Export Locations Export Location allows you to export job reports Administration Reports in Report Center Auditor Reports in Report Center and the reports of Administrator to specific locations To access the Export Location tab for DocAve Online click Export Location in Control Panel Managing Export Locations In Export Location you can create a new export location view details about an export location edit a previously configured export location or delete a previously configured export location For more information about creating or editing an export location refer to Creating and Editing Export Loca
102. o use DocAve Online you must manually enable NPAPI in Chrome Complete the following steps to enable NPAPI 1 2 3 4 Open Google Chrome In the address bar enter chrome flags enable npapi and press Enter to access it Find the Enable NPAPI field and click Enable In the bottom of the page click Relaunch Now to make your change take effect Note The change will not take effect if you close and then open Google Chrome again You must click Relaunch Now DocAve Online Supported Cloud Storage Information The following table provides the supported types of cloud storage Storage Microsoft Azure Storage Amazon S3 Rackspace Cloud File Dropbox Box OneDrive TSM SFTP FTP Note For Microsoft Azure Storage DocAve Online only supports writing backup data to the Block blobs storage type Note Due to performance issues AvePoint does not recommend using OneDrive for storage when using DocAve Online Note DocAve Online supports specifying a folder in FTP SFTP to store the data through configuring the Folder Structure field This field is optional In the Root Folder text box enter the desired folder structure in FTP SFTP where you would like to store the data if the specified folder structure does not exist in FTP SFTP the folder structure will be created automatically The data will be stored according to the specified folder structure If you do not configure this fie
103. ocation ii Storage Type Configuration Configure the required configurations for the selected storage type For more information refer to the Physical Device section in the Control Panel Reference Guide e SharePoint Online Document Library The reports will be stored in a document library lt DocAve Online i SharePoint Online Document Library Select the SharePoint Online document library where you want to store the exported report files Specify a document library Expand the tree and select your desired document library Each site in the selected scope Stores the report about each site to the document library of each site accordingly Enter the document library name you want to use to store the exported report files in the text box By default the document library DocAve Report Center Reports is provided The library will be created in each site in the selected scope Note This configuration only take effect when you select site collection level nodes or site level nodes to export reports and the document library in each site can only be used to store the Auditor Reports of Report Center 3 Click OK on the ribbon to save your configurations or click Cancel to go back to the Export Location interface without saving any configurations DocAve Online Troubleshooting For help using DocAve Online a Power User can invite a member of AvePoint Support to access their DocAve Online session to hel
104. oint Designer Objects Supported List Supported List Setting Supported Folder Supported File Item Supported Content Type Supported Apps Supported Column Supported Solution User Solution Supported Farm Solution Unsupported Web Front End IIS Site Files Unsupported Global Assembly Cache Unsupported Custom Features Unsupported SharePoint Site Definitions Unsupported File System Unsupported Managed Metadata Service Term Store Unsupported Content Type Hub Unsupported Basic Features Compare Design Elements Supported Solution Unsupported Web Front End Unsupported Managed Metadata Service Unsupported Advanced Search on the tree Supported Note DocAve Online Deployment Manager only supports Advanced Search for the following nodes on the tree Sites Lists and Folders DocAve Online Category Feature Support Status SharePoint Management Shell Unsupported Solution Tools Unsupported App Tools Unsupported One to Many Supported Download Queues Upload Queues Unsupported Solution Dependency Check Unsupported Offline Deployment Unsupported Rollback Supported Queue Setting Conflict Resolution Container Level Skip Supported Merge Supported Replace Supported Content Level Skip Supported Overwrite Supported Overwrite by Last Modified Time Supported Apps Do Not Include Apps Supported Include Apps Skip Supported Update App Only Unsupported Replace App and AppData Supported Filter Policy S
105. olution on the item level Skip ignores the source item that has the same item name as the destination item Overwrite copies the source item to the target by overwriting the target item with same item name e Notification Select an e mail notification profile for sending e mails For more information on working with notification policies refer to the Control Panel Reference Guide Click Next when you are finished The Schedule page appears 6 Schedule Configure the schedule to set the time to restore the content e Schedule Selection Choose Restore immediately after the wizard finishes to run the restore job immediately or choose Configure the schedule myself to configure a customized schedule e Description Optionally enter a description of the restore job in the text box Click Next to advance to the Overview page DocAve Online 7 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 Checking a Job Status Exchange Online Backup and Restore contains a Job Monitor button that allows users to view the status of plans within the module This feature is useful for monitoring jobs or troubleshooting for errors Refer to the Job Monitor Reference Guide for more information Ad
106. on App Conflict Resolution Skip Supported Update App Only Unsupported Replace App and AppData Supported Plan Manager View Details Supported Edit Supported Delete Supported Plan Group Supported Test Run Supported Run Now Supported DocAve Online Administrator The following table provides a list of the supported and unsupported features for Administrator in DocAve Online Category Feature Option Support Status Item Version Management Contribute Delete Supported Level Note DocAve Online supports sending the deleted item versions to the Recycle Bin Management Statistics Job Monitor Supported Export Settings Settings Export Location Unsupported Policy Enforcer Create or Apply Profile Unsupported Profile Manager Supported Policy Enforcer Report Generate Report Unsupported Policy Enforcer Settings Source Management Supported Defined Group Unsupported Filter Policy Supported Policy Enforcer Database Unsupported Policy Enforcer Statistics Job Monitor Supported File Item Level Management Contribute Admin Search Supported Change Metadata Unsupported Supported Note DocAve Online supports sending the deleted files or Delete items to the Recycle Bin Management Statistics Job Monitor Supported Permission Tools Grant Permissions Supported Inherit Permissions Supported Stop inheriting Permissions Supported Edit User Permissions Supported Remove
107. on or the delete 6 Delete button to delete the selected groups The OneDrive for Business added to the group will be moved to the OneDrive for Business pane Click Add on the ribbon or Add gt gt between the two panes to add the OneDrive for Business in the file to the selected OneDrive for Business group To remove the OneDrive for Business from the group to the OneDrive for Business pane select the group to include all the OneDrive for Business or expand the group to select the specified OneDrive for Business and then click Remove on the ribbon or lt lt Remove between the two panes Click Save to complete the process of registering OneDrive for Business To cancel your changes click Cancel Registering a Single OneDrive for Business Registering a single OneDrive for Business allows you to add your desired OneDrive for Business to OneDrive for Business group fast and conveniently To add a single OneDrive for Business to your desired OneDrive for Business group manually complete the following steps 1 With OneDrive for Business activated click Single OneDrive for Business in the OneDrive for Business Registration Mode group on the ribbon Enter the Username and Password in the left pane Make sure the user you specified has access to the specified OneDrive for Business DocAve Online 3 On the OneDrive for Business Group pane select an OneDrive for Business group You can perform the following actions e To creat
108. ou can change user permissions Changing User Permissions To change user permissions complete the following steps 1 With Object based View activated click Change Permission on the ribbon 2 In Change Permission select a tab from the following tabs Managed Site Collections Managed Mailboxes and Plans e When selecting the Managed Site Collections tab refer to the following steps i Locate the desired site collection that is listed under the Authorized Site Collections column The users who have Access permission are displayed under this site collection ii To remove the user permission unselect the Access checkbox or hover over the user and click the Remove User Permissions for Current Site Collection link If the removed user has permissions for the plans that are related to the current site collection there will be a pop up window asking you whether to remove the permissions for those plans It is required to remove the permissions for the plans related to the current site collection first in order to remove the permissions for the current site collection e When selecting the Managed Mailboxes tab refer to the following steps i Locate the desired mailbox listed under the Authorized Mailboxes column The users who have Access permission are displayed under this mailbox ii To remove the user permission unselect the Access checkbox or hover over the user and click Remove User Permissions for Current Mailbox
109. ource Supported Destination Supported Source Content Settings Include Security Supported Include User Profile Unsupported Include User Content Supported Mappings Domain Mapping Unsupported User Mapping Supported Language Mapping Supported Workflow Include Workflow Definition Supported Deploy to Relative Lists and Sites Deploy the content type to relative lists and sites Supported Manage Metadata Service Do not copy Unsupported Settings Terms only Unsupported Term sets Unsupported Managed Metadata Service Unsupported DocAve Online Category Feature Support Status Preserver the Null Column Values Yes Supported No Supported Extender Connector Data In Migrate the real content of extender connector In Unsupported configuration file configuration file Deploy the item dependent Do not deploy the columns and content types or the Supported columns and content types to corresponding items maintain Overwrite the columns and content types Supported Append the columns and content types to destination Supported Do not deploy the item dependent columns and content types Supported Plan Setting Schedule Supported Notification Supported Plan Group Supported Others Agent Group Registered SharePoint Sites Unsupported Security Trimming Registered SharePoint Sites Supported DocAve Online Archiver The following table provides a lis
110. owing table provides a list of the supported and unsupported features for Plan Group in DocAve Online Category Feature Support Status Create Plan Group Type Sequential Supported Group Parallel Supported Schedule No Schedule Supported Configure the schedule Supported 108 DocAve Online Category Feature Support Status Note Only supports a common schedule Disable the schedule for each plan Unsupported View Details Supported Edit Plan Group Supported Delete Plan Group Supported Run Now Supported Welcome Page The following table provides a list of the supported and unsupported features for Welcome Page in DocAve Online Category Feature Support Status Invite Support Supported Submit Feedback Supported My Settings E mail Address Supported Language Preference Supported Office 365 Registration Wizard SharePoint Online Site Collections Supported Exchange Online Mailboxes Supported DocAve Online 109 AvePoint Online Services The following table provides a list of the supported features for DocAve Online in AvePoint Online Services Category Feature Support Status License Information View License Information Supported Announcement View Announcement Supported User Management View User Supported Add User Supported Edit User Supported Deactivate User Supported Activate User Supported Unlock User Su
111. p troubleshoot To do this complete the following steps Note After AvePoint Support completes troubleshooting the Support user will remain in the Account Manager To remove the Support user a Power User can delete the Support user by navigating to AvePoint Online Services gt User Management gt User based View selecting the checkbox next to the Support s user ID and then clicking Delete on the ribbon N 1 Log into DocAve Online and click Invite Support at the top right of the window A pop up window appears 2 On the Invite Support window provide the following information a Invite AvePoint Support Provide the product issue type severity and details about your issue Give as much detail as possible o Product Select the product type related to your issue from the drop down list o Issue Type Choose your type of issue General guidance Get general help using DocAve Online Troubleshoot an issue Invite AvePoint Support to help you troubleshoot a problem with DocAve Online o Severity Define the severity of the issue by selecting a level on the scrollbar bug 1 Trivial 5 Critical o Details Enter detailed information about your issue in the textbox such as how often the issue appears what process the issue affects and what actions were performed before the issue appears If the issue is related to a particular job enter the corresponding Job ID in the text box To add mult
112. port Settings Summary Report Level Supported Detailed Report Level Supported Send All Logs to Recipient Unsupported DocAve Online Category Feature Support Status Message Format Supported Edit Notification Profile Supported Delete Notification Profile Supported Set as Default Profile Supported Job Pruning Unsupported Job Performance Alert Unsupported Log Manager Unsupported SharePoint Scan Site Collections Supported Sites Batch Import Supported Single Site Collection Supported Add Site Collection Supported Remove Site Collection Supported View Site Collection Details Unsupported Edit Site Collection Unsupported Reconnect Site Collection Supported New SharePoint Sites Groups Supported Delete SharePoint Sites Groups Supported Edit SharePoint Sites Group Supported View SharePoint Sites Group Details Supported Office 365 Account Create Profile Supported Profile Manager Edit Profile Supported Delete Profile Supported Security Profile Create Profile Encryption Method AES Supported DES Unsupported Blowfish Unsupported Encryption Length 64 Unsupported 128 Supported 256 Supported Encryption Key Automatically generate encryption key Supported Update the key every_Years Months Unsupported Generate encryption key from seed Supported Edit Profile Supported 100 DocAve Online
113. ported Resolution Data destination always wins Supported Item with latest modification time wins Supported Item with higher version number wins Supported Content Conflict Skip Supported Action Overwrite Supported Manual conflict resolution Supported Content Conflict Item Creator Unsupported Notification Last Modifier of the Final Version Unsupported Site Collection Administrator Unsupported E mail Address Supported User Column Unsupported Profile Settings Filter Options Filter Policy Supported Profile Settings Mapping Domain Mapping Unsupported Options Language Mapping Supported User Mapping Supported Profile Settings Advanced Data Compression Unsupported Options Data Encryption Unsupported Backup Before Replication Supported Concurrent Threads Unsupported Enable Byte level Unsupported Network Control Unsupported Replicator Database Unsupported Queue Tools Add New Mapping Supported Enable Mapping Disable Supported Enable Supported Mapping Order Supported Mapping Type One Way Supported One way Pull Unsupported Two Way Supported DocAve Online Category Feature Option Support Status Profile Customized Profile Supported Real Time Unsupported Source Agent Group Unsupported Destination Agent Group Unsupported Run Options Full Replication Supported Incremental Replicate Deletion Supported Replication Replicate Modification Supported Use a Special Re
114. ppData will be restored to the destination Preserving Modified By and Modified Time To configure Preserve Modified By and Modified Time settings navigate to Default Copy Settings Default Move Settings Plan Builder Wizard Mode gt Data Selection Plan Builder Form Mode gt Preserve Modified By and Modified Time DocAve Online Select Yes to preserve the source documents column value of Modified By and Modified when copying or moving documents to the destination Otherwise select No Note This option only affects the destination library when Create major and minor draft versions is enabled Importing Custom Site Collection Template Solution File When creating a site collection on the destination tree you can import a custom template solution wsp file that will be used to create the site collection 1 Inthe Create Container window go to Template Selection and click Custom 2 Click Browse to select the wsp file in the Open window Job Monitor The following feature is specific to DocAve Online Job Monitor Job Queue DocAve Online supports the Job Queue feature to view and manage the jobs waiting in queue If the number of the running jobs in DocAve Online exceeds the resource limitation the jobs will be waiting and displayed in the Job Queue list All of the Run Now jobs and the scheduled jobs when the scheduled time is met will be calculated by the resource limitation Then the Run Now job and the schedule
115. pported Delete User Supported Authentication Management Create Office 365 Authentication Profile Supported Edit Office 365 Authentication Profile Supported Delete Office 365 Authentication Profile Supported User Synchronization Supported Submit Feedback Supported My Profile Edit Contact Information Supported Reset Password Supported 110 DocAve Online Appendix B Advanced Search Advanced Search provides a quick method to locate specific objects or data to restore within the folder level and item level You can use Advanced Search in the Time based Restore method 4 On the Restore Wizard tab within the Data Selection step select the checkboxes next to the object names The search scope is located within the selected object levels 5 Inthe Search group on the ribbon click Advanced Search The Advanced Search page appears 6 Click Add a Filter Category and select a level from the drop down list Folder or Item 7 Click Add a Criterion to add a criterion and configure the settings of rule condition and value Refer to the table below for more information about each rule The value supports the wildcard Level Rule Condition Value Result Folder Name Matches A Searches for the folder whose name matches A Equals folderA Searches for the folder whose name equals folderA Item Title Contains A Searches for the item whose title contains A Does Not Contain A Searches for t
116. red For example the following four cylinders represent four backups and they are performed in this order Full Backup Incremental Backup Incremental Backup Incremental Backup DocAve Online Figure 1 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 Selecting Content to Back Up There are two options you can use when selecting content to back up Search and Browse Refer to the sections below for instructions on selecting content by search or by browse 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 1 2 With the Backup tab activated locate the Source panel on the left In the search field at the top of the Source panel enter the keywords of your Exchange mailbox address folder name or item name Click the magnifying glass Al button to start the search or wait a moment for it to start automatically When the search is running you can click the stop E button to stop the search if needed Select the relevant objects that you want to back up by clicking the checkboxes to the left of the objects After selecting content choose to perform eith
117. rm a backup job using Exchange Online 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 Exchange Online Backup and Restore can write to FTP SFTP TSM Microsoft Azure Storage Amazon S3 Rackspace Cloud File Dropbox Box and OneDrive devices DocAve Online Note DocAve Online supports specifying a folder in FTP SFTP to store the data through configuring the Folder Structure field This field is optional In the Root Folder text box enter the desired folder structure in FTP SFTP where you would like to store the data if the specified folder structure does not exist in FTP SFTP the folder structure will be created automatically The data will be stored according to the specified folder structure If you do not configure this field the data will be stored in the FTP SFTP root folder In addition DocAve Online 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 Control Panel Reference Guide Performing an Exchange Online Backup There are several ways to configure and perform an Exchange Online backup Once you select the content you want you can run
118. rt Status Attach source site to destination site Supported collection Attach source list to destination site Supported Preview Supported User Mapping Normal User Mapping Supported Add a default destination user Supported Add a place holder account to keep Unsupported metadata even if the user no longer exists Language Mapping Supported Domain Mapping Unsupported Container Level Conflict Resolution Supported Content Level Conflict Resolution Supported Exclude User Group Without Permission Unsupported Job Report Simplified Supported Detailed Supported Version Settings Restore all versions Supported Restore the latest _ version s Supported List View Supported User Profile Unsupported Workflow Workflow Definition Supported Workflow Instance Unsupported Item Depended Columns and Content Types Supported Notification Supported Schedule Selection Restore immediately after wizard Supported finishes Configure the schedule myself Supported Include Recycle Bin Data Unsupported Create Container Supported Note When creating a site collection DocAve Online only supports the creation of site collection in SharePoint 2013 Online DocAve Online Category Feature Support Status SharePoint 2013 Online APP Supported Note To restore the backup apps make sure the apps meet at least one of the conditions e The app exists in the destination App Catalog e The app has ever been installed in your organizati
119. rted Management Metadata and Keywords Settings Supported DocAve Online Category Feature Option Support Status No Checked in Version Files Supported Workflow Settings Supported Management Statistics Job Monitor Supported Permission Tools Grant Permissions Supported Inherit Permissions Supported Stop inheriting Permissions Supported Anonymous Access Unsupported Edit User Permissions Supported Remove User Permissions Supported Security Contribute List Library Permissions Supported Security Search Supported Security Permission Anonymous Access Unsupported Clone Permissions Clone List Library Permissions Unsupported Clone Permissions Clone User Permissions Supported Grant Permissions Supported Grant Temporary Permissions Supported Search Temporary Permissions Supported Inherit Permissions Supported Stop Inheriting Permissions Supported Security Share and Track Alert Me Unsupported Export Settings Settings Export Location Unsupported Policy Enforcer Create or Apply Profile Unsupported Profile Manager Supported Policy Enforcer Report Generate Report Unsupported Policy Enforcer Settings Source Management Supported Defined Group Unsupported Filter Policy Supported Policy Enforcer Database Unsupported Policy Enforcer Statistics Job Monitor Supported Site Level Configuration Custom Properties Unsupported Related Lin
120. s Associated with Selected Site Collections Mailboxes in the message above the table to display the plans that are associated with the site collections mailboxes you selected in Managed Site Collections Managed Mailboxes Filter the plans by the keyword The keyword must be contained in the value of the Plan Name Description Product or Created By columns Enter the keyword for the plans you want to display in the Input Keyword text box and then click the magnifying glass 2 button to search You can select Search all pages or Search current page to define the search scope Search all pages means that the plans in all pages whose columns contain the keywords will be DocAve Online displayed while Search current page means that only the plans in the current page whose names and descriptions contain the keywords will be displayed Note The search function is not case sensitive Click Next when you finish the configurations d Overview Provide an overview of the e mail address and the modified permissions e Click Finish to finish the permission modifications Applying Object Based View Object based view in Control Panel gt Account Manager displays all managed site collections mailboxes and plans in respective tabs The users who have permission to each managed site collection mailbox and plan are listed under the managed site collection mailbox and plan When using object based view to view and manage user and permissions y
121. seeaaeess 33 Registering a Single Site COMNESCtION c 5 ssseccseecscceecesec ected ecbcecevedecevecncbdadedeveddeede oie sucdd ddadadhddd ndueaddeacasbibencee 34 Reconnecting Site Collections cccccccccccccccseesseeeceecaeseseeeseeeeeeseeeesseeceeeeeseseaeseeeeeeeeseasaaseeeeeeeesaaagaass 35 Managing SharePoint Sites Group cccccccsssssssseccccceessneeeceeeeasaessseeeeeeessaaeesseeeeeeeeesaaaaseeeeeeeeesaaaggass 35 Creating a SharePoint SiteS GrOUp ccsseesscccccccceaeesseeeeceeeeeaeeeeeeeceeeesseeaeeeeeeeeeeeesaaaeeeeeeeeeesaaaaeess 36 Deleting SharePoint Sites GrOUPs srce i a e a a e 36 DocAve Online Managing OneDrive for BUSINESS cssesseecccccccseeeseeeeceeeesaeseseeeeeeeeeeeaeeeeeeeeeesaaeeeeeeeeeeessaagaseeeeeeeeesaas 37 Working with the OneDrive for BUSINESS Tab ccccccccsssssseeeceeeeceeaeeseeecceeeeesuuaaseeceeeeesssaaasseeeeeeeesaaa 37 Registering OneDrive for BUSINESS ccccssssssssececcccccaeeeseeeccceeesaaesssseeeeeeeessaeesseeeeeeeessaeaaseeseceeeesaaagnsss 38 Registering OneDrive for BUSINESS DY SCAN cccccccccssseeseeeceeceecsuaeeeecceeeessaaaaceeeeeeeeessuaaseeeseeeeeaaaa 38 Registering in Batch by Configuration File ccccccccssssssseeceeeeeceaeeeseeecceeeeseaeeseeeeceeeessaaeeeeeeeeeeeaaa 39 Registering a Single OneDrive for BUSINGSS cccccccssssseseecccceccaaaeeseeceeeeesssauasseeceeesessauaaseeeeeeeeessuagaess 40 Reconnecting One Drive Tor BUSI
122. t backup of high priority data thereby improving backup operations and storage efficiency Launching Exchange Online Backup and Restore To launch Exchange Online Backup and Restore and access its functionality complete the following steps 1 Log into AvePoint Online Services and navigate to DocAve Online 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 Exchange Online Backup amp Restore to launch this module User Interface Overview The Exchange Online Backup and Restore user interface launches with the Backup tab active This tab displays your registered mailboxes and allows for quick access to a list of Exchange Online Backup and Restore features e The My Registered Mailboxes node in the left panel contains all registered mailboxes Use this panel to select the content that you want to perform actions on Selecting content often reveals new tabs and functionality on the ribbon e 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 My Registered Mailboxes node e The right workspace shows all form based content that is used during the configuration of actions performed in DocAve products Configuring Devices and Setting up Storage Policies In order to perfo
123. t Online sites To access the SharePoint Sites tab for DocAve Online complete the following steps 1 Inthe Control Panel interface click SharePoint Sites under the Office 365 Settings heading 2 When finished with the SharePoint Online sites management click Cancel on the ribbon to close the SharePoint Sites page Working with the SharePoint Sites Tab With the SharePoint Sites tab activated perform the actions on the ribbon according to your requirements The buttons in the Site Collection Registration Mode group are mainly used to choose the method of adding site collections to SharePoint Sites group e Scan Mode Scan site collections to add to SharePoint Sites groups e Batch Import Import site collections in batch to add to SharePoint Sites groups e Single Site Collection Add site collections one by one to SharePoint Sites groups manually The buttons in the Site Collection Management group are mainly used to manage the SharePoint Online sites and SharePoint Sites group e Reconnect When the site collections added in the SharePoint Sites group fail to connect reconnect them by specifying your Office 365 credentials e New Group Create a new SharePoint Sites group e Delete Delete the selected SharePoint Sites groups The following buttons in the Actions group are used mainly to manage SharePoint Online sites e Add Add the selected site collections on the left pane to the selected SharePoint Sites
124. t of the supported and unsupported features for Archiver in DocAve Online Category Feature Option Support Status Archiver Rule Supported Note Archiver rules cannot be applied to SharePoint sites group level by DocAve Online Power Users Profile Supported What type of content would Document Supported you like to archive Document Version Supported Item Supported Item Version Supported Attachment Supported List Supported Site Supported Site Collection Supported What would you like to do Archive and remove data from SharePoint Supported with the SharePoint data Archive and keep data in SharePoint Unsupported Move and declare documents as SharePoint records Unsupported Would you like to export the Export before archiving Unsupported SharePoint data before Export without archiving Unsupported archiving Export type selection Autonomy Integration Unsupported Concordance Load File Unsupported EDRM XML Unsupported Data Compression Supported Data Encryption Supported Enable manual approval Unsupported Storage policy Supported Settings Processing Pool Unsupported Workflow Supported DocAve Online Category Feature Option Support Status Notification Supported Schedule Supported Incremental Scan Unsupported Archiver Database Supported Archiver Restore Note DocAve Online Archiver supports configuring a Microsoft Azure Stor
125. te collections To cancel your changes click Cancel Registering Site Collections in Batch by Configuration File To register site collections to a specified SharePoint Sites group in batch by using a configuration file download a configure file template first Then provide the site collection information in the file import the file and register site collections to the specified SharePoint Sites group 1 2 With the SharePoint Sites tab activated click Batch Import on the ribbon Click Download Template on the ribbon In the pop up window select a location to save the Import_SiteCollection_Template xls file You can modify the file name according to your requirements Open the configuration file and enter the URL of the site collections under the Site Collection column Save changes to the file and close it Upload your site collection template On the left pane of the SharePoint Sites page upload the template by clicking Browse Username and Password Specify your Office 365 credentials that have access to all site collections Note The user specified here must be the administrator for all site collections or own the global administrator role If DocAve discovers that the specified user does not have access to any site collection a message will pop up to let you choose whether to import this kind of site collection Though this kind of site collection can be imported and registered to the selected DocAve Onl
126. te the process of registering mailboxes To cancel your changes click Cancel Reconnecting Mailboxes If DocAve Online cannot connect to the mailboxes that have been registered to Exchange Mailboxes group then they will not be managed via DocAve Online When this happens you can reconnect the mailboxes Each time when loading the Exchange Mailboxes page DocAve Online will automatically check whether all registered mailboxes can be connected to If it fails to connect to mailboxes a message will appear under the ribbon You can choose to perform e Click Clear All to remove the unconnected mailboxes from the Exchange Mailboxes groups e Reconnect the mailboxes i With the Exchange Sites tab activated expand the Exchange Mailboxes group to find the mailboxes whose address is greyed out ii Click the reconnect f button next to the mailbox URL iii On the Mailbox Connection pop up window specify your Office 365 user ID and password iv Click Connect to reconnect the mailbox If the password of your Office 365 account has been changed select the mailboxes registered by this Office 365 account and click Reconnect on the ribbon On the Mailbox Connection pop up window enter your Office 365 user ID and the latest password and then click Connect Managing Exchange Mailboxes Groups An Exchange Mailboxes group is a collection of registered Exchange Online mailboxes that allows you to centrally manage and allocate your Exchange O
127. tions To view details about an export location select it from the list of previously configured export locations and then click View Details on the ribbon You will see the previously configured settings for this export location To edit a previously configured export location select it from the list and then click Edit on the ribbon For more information about editing the settings of this export location refer to Creating and Editing Export Locations To delete an export location from DocAve Online select it from the list of previously configured export locations and then click Delete on the ribbon A confirmation window will pop up and ask if you are sure you want to proceed with the deletion Click OK to delete the selected export location or click Cancel to return without deleting it Creating and Editing Export Locations To create a new export location click Create on the ribbon To modify a previously configured export location select the export location and then click Edit on the ribbon In the Create a New Export Location or Edit Export Location interface configure the following settings 1 Name and Description Enter a Name for this export location Then enter an optional Description for future reference 2 Location Type Select the type for the export location that you are about to create e Storage The reports will be stored in a storage location i Storage Type Select a storage type for the export l
128. tomatically prune Compliance Reports ten days old from the Report database If a report was generated on the 1 of the month the data will be pruned on the 11 e Archiver Deletes dormant content from items to sites based on fully customizable business rules or an on demand basis tiered storage management and the support of backup and recovery The following product is specific to DocAve Online e Exchange Online Backup and Restore A fast flexible and intelligent backup solution for Microsoft Exchange DocAve provides full fidelity backup and recovery from a mailbox down to an individual item while maintaining all forms types and metadata For full details and guidelines about using Exchange Online Backup and Restore refer to Exchange Online Backup and Restore Note If the DocAve Online Agent service gets restarted the Exchange Online Backup and Restore jobs that were running may fail due to the timeout DocAve Online will rerun the timeout jobs again once the Agent service is restored The following DocAve products are available in DocAve Online for configuring the DocAve Online settings and view job information e Control Panel The central interface of managing DocAve Online and how it interacts with your SharePoint Exchange Online environment Control Panel is also integrated into other products which enables you to configure relevant settings without having to leave the interface of the product you are using For f
129. tures for Control Panel in DocAve Online Category Feature Support Status Monitor Manager Monitor Unsupported Agent Monitor Unsupported System General Settings Unsupported Options Security Settings Unsupported Authentication Manager Unsupported Account Manager Add Group Unsupported Edit Group Unsupported Show User s Unsupported Delete Group Unsupported DocAve Online Category Feature Support Status Add User Unsupported View Details Unsupported Edit User Unsupported Delete User Unsupported Activate Unsupported Deactivate Unsupported Import in Bulk Unsupported Permission Level Unsupported Current Logon Account s Unsupported Authentication Manager Unsupported User based View Add User Unsupported Change Permission Specify User Type Unsupported Managed Site Collections Supported Plans Supported Remove from Group Unsupported Activate Unsupported Deactivate Unsupported Audit Report Unsupported Object based View Change Permission Managed Site Collections Supported License Manager Unsupported Update Manager Unsupported Agent Group Unsupported User Outgoing E mail Settings Unsupported Notification Receive Create Type Global Report Supported Settings E mail Notification Service Report Unsupported Settings Profile Notification Address Summary Report Level Supported Detailed Report Level Supported Service Report Unsupported Re
130. uaasseeeeeseessaaaagseseeeeeesaas 58 Predefined SCM CICS sects cases secs cg cvs cso cece cee espace ee ep E E E R RE 58 Advanced Predefined Scheme Settings ccccccccsssssseseccececcaeaeseeeeceeceessuaaseeeeceeeesssaaaseeeeeeeeesaaaggess 59 DocAve Online Managing DocAve Online Accounts cccccccccsssssssseeceeeeeseaeesseeeceeeeeeaeeesseeeeeeeeesseaeseeeeeeesssaaaaseeseeeeeesaaa 60 User Typ Sica circ ccc ci E cies vs ces ete cs ge ses se ieee oe pecs esis E ee oe see esses cee sce eee 60 POW SS Cleats cra eesti rte ee cats estes esate E E E oes tee eos ees ees ss eee 60 Applying User Based View cccccccccssssssseccececccuaeesseecccecessuuaeseeeeeeseessaaesseeeeeeessssuaaseeeeesessuaaaaaeeeeees 61 Applying Object Based View ccccccssssssecccceeccaeeesseeeceeeesseeeeeeeeeeeeeeeseeeeeeeeeeeeesssaaasseeeeeeessaaaaasseeeees 62 Standard USEN creiere ae causa E T wa gece oan EE TE aoe eaten ee eee 63 SUP eLo g e anaE EE E E E E veuncast devas scucedavsvuceds daveceds vaveeessesvecedeusvadsdeevabiesedeess 63 Managing Office 365 ACCOUNL ccccccssssssseccccceesseeeeeeeeeeeeeeseeeeeeeeeeeeeeeeseeeeeeeeeeeeesaeeeesseeeeeeessaaaaseeeeeeeeeeaaa 64 Configuring Your Own Storage as a Physical Device ccccccsssssssseececeeccaaeeseeeecceeessaeaeseeseeeesessuaaaeeeeeees 65 Configuring Export Locations ccccccccccssseseeccececccuueeuseecececessuuauseeeeeeeeesaueasseeeeeeeessuaauseeeeeeeesssaaaaneeseess 66 Man
131. ull details and guidelines about using the Control Panel refer to the Control Panel Reference Guide e Job Monitor Allows you to view the status or details of jobs download reports and manage the job all from a central interface Job Monitor is also integrated into other products which enables you to manage the jobs inside its corresponding products with additional features specific to the product itself For full details and guidelines about using Job Monitor refer to the Job Monitor Reference Guide DocAve Online Note DocAve Online supports the Job Queue feature to view and manage the jobs waiting in queue If the number of the running jobs in DocAve Online exceeds the resource limitation the jobs will be waiting and displayed in the Job Queue list The Promote action promotes any selected waiting job to the top The Delete action deletes the selected waiting jobs from the queue For details on the supported and unsupported features for these DocAve products refer to Appendix A Supported and Unsupported Features for DocAve Products DocAve Online Features Specific to DocAve Online Product Modules The features included in this section are specific to the DocAve Online product modules Any features included in this section are not supported in the DocAve on premises version of the modules and are included here to provide helpful information about using these features Administrator The following feature is specific to
132. upported Retention Rule Keep the last _ Supported days weeks months Action Delete the data Supported Remove the job Supported Pre scan expiring Unsupported retention policies of archived data Move the data to Supported logical device View Details Supported Edit Storage Policy Supported Delete Storage Policy Supported Data Manager Unsupported Index Manager Unsupported Export Location Create Export Location Farm Selection Unsupported Path Unsupported Location Type Storage Supported DocAve Online 103 Category Feature Support Status SharePoint Supported Online Document Library View Details Supported Edit Export Location Supported Delete Export Location Supported Filter Policy Create Filter Policy Filter Group Level Site Collection Supported Site Supported List Library Supported Folder Supported Item Supported Document Supported Attachment Supported Rule URL Supported Name Supported Title Supported Size Supported Modified Time Supported Created Time Supported Modified By Supported Created By Supported Content Type Name Unsupported Content Type ID Unsupported Primary Administrator Supported Template Name Supported Template ID Supported Column Unsupported Column Text Supported Column Number Supported Column Yes No Supported Column Date and Time Supported Custom Property Text Supported 104 Do
133. usage of each plan is displayed under the Data Size column Deleting Exchange Online Data from the Default Physical Device To delete the data that was backed up by an Exchange Online Backup amp Restore plan together with the plan s related job records and job reports complete the following steps 1 Navigate to Control Panel gt Physical Device 2 Select Default Physical Device and click View Details on the ribbon 3 On the Data tab click View Details under the Actions column of the Exchange Online Backup module 4 For the plan that contains the data you are about to delete click Delete All Data A pop up window appears to ask you to confirm your deletion All of the data that was backed up by the plan and all of the job records and job reports related to this plan will be deleted You can also select the Remove the DocAve Online plan as well checkbox to delete this plan from DocAve Online during the data deletion 5 Click OK to delete the data Deleting SharePoint Online Data from the Default Physical Device To delete the SharePoint Online data that was backed up by a Granular Backup plan together with the plan s related job records and job reports complete the following steps 1 Navigate to Control Panel gt Physical Device 2 Select Default Physical Device and click View Details on the ribbon 3 On the Data tab click View Details under the Actions column of the Granular Backup module 4 For the plan that contai
134. vidual settings to the default ones 2 Configure the Tree View in batch e Select the Enable Tree View checkbox to configure the Tree View in batch e Click Edit for individual objects o Click Show All Applied Sites to view the selected sites o Select the Enable Tree View checkbox to display the Tree View on the site o Deselect the Enable Tree View checkbox to not display the Tree View on the site o Click OK to save the configurations e Click Set all to default to set the individual settings to the default ones Granular Backup amp Restore The following features are specific to DocAve Online Granular Backup amp Restore Note If a SharePoint Online site collection has been deleted the deleted site collection will be skipped for backup and will not be recorded in the backup job report List View To configure List View settings navigate to Ad Hoc Backup gt Default Settings gt List View or Plan Builder Wizard Mode gt Advanced Plan Builder Form Mode gt List View Select the Include list view checkbox to back up the list views in the Granular Backup job DocAve Online Configuring Information Rights Management Settings To configure Information Rights Management Settings navigate to Ad Hoc Backup gt Default Settings gt Information Rights Management Settings or Plan Builder Wizard Mode gt Advanced Plan Builder Form Mode gt Information Rights Management Settings If the Information Rights Mana
135. want to add all site collections to the default SharePoint Sites group select the Add all available site collections to the default group checkbox then click Next to add them to the Default SharePoint Sites Group If you want to add your desired site collections to a manually created SharePoint Sites group select Add site collections to customized groups Then refer to the following steps iv On the left Site Collection pane select your desired site collections by checking the corresponding checkboxes To search your desired site collections enter the keyword in the Input Keyword text box then click the magnifying glass P button to search and locate the site collections with a URL that contains the entered keyword On the right SharePoint Sites Group pane select your desired SharePoint Sites group by checking the corresponding checkbox You can also perform the following actions To create a new SharePoint Sites group click the plus sign New button and enter a SharePoint Sites group name in the text box then click the checkmark v button to create it To delete a SharePoint Sites group select the SharePoint Sites group then click the delete 2 Delete button To search your desired groups enter the keyword in the Input Keyword text box then click the magnifying glass P button to search and locate the groups with a group name that contains the entered keyword Click Add on the ribbon or Add gt gt
136. xes groups allows you to centrally manage and allocate your site collections mailboxes When you access DocAve Online for the first time after registering the account the Register Sites and Mailboxes pop up window appears It allows you to scan the site collections mailboxes and to choose your desired site collections mailboxes to register them in to the default or customized SharePoint Sites group Exchange Mailboxes group To register site collections mailboxes complete the following steps in the Register Sites and Mailboxes pop up window 1 In Office 365 Credentials specify your Office 365 credentials in the Office 365 User ID and Password text boxes The SharePoint central admin URL is entered automatically according to your user ID However if you own your custom registered domain name you can modify it To scan all site collections and mailboxes in your domain make sure the Office 365 user ID you specified has the global administrator role In addition you can select Save as an Office 365 account profile For more information on Office 365 account profile refer to Managing Office 365 Account DocAve Online 2 Click Next DocAve Online starts the scan After the scan is finished the SharePoint Sites Group section appears 3 In SharePoint Sites Group all available site collections are on the left Site Collection pane and you can add your desired site collections to the default or customized SharePoint Sites group If you

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