How to set up Microsoft 365 backup

Note: 

1. Only the Microsoft 365 account global admin can set up SysCloud’s backup for a Microsoft 365 organization. 

2. If this is your first backup job (after clicking “Create backup job” on the final setup page), directly navigate to step 3. 

For customers who onboarded after 12/13/2024  | For customers who onboarded before 12/13/2024

Follow the steps below to create and start a backup job for Microsoft 365:  

Step 1: Log in to the SysCloud backup application using your admin credentials.  

Step 2: Navigate to “Jobs” on the top menu and click on “Create a new backup job.” 

Step 3: Name the backup job and give a description (optional). Click on “Next.” 

Step 4: To connect your Microsoft 365 account to SysCloud, navigate to “Microsoft 365 ” and click “Connect.” 

Note: Pop-ups need to be enabled for the cloud to get connected. If you have not enabled pop-ups for the SysCloud app, you will get a message asking you to enable it. Click here to know how to proceed.  

Step 5: Log in to your Microsoft account in the pop-up box. Read the permissions required and click “Accept.”   

Step 6: To define the scope of the backup job, select “Microsoft 365” from the clouds list, and click on “Select” under Scope. 

Step 7: Select the entities you want to back up by selecting the domain and then proceed to select the users to back up.  

Step 8: Next, click on “Select apps and retention” to define the apps you want to back up.  

• Select the apps you want to back up by clicking on the checkbox next to the them. 

• If you want the items retained only for a certain period of time, uncheck the box under “Retention period” and specify the number of days, months or years for which you want the items retained. You can also select to have item level retention or snapshot level retention for OneDrive backup. Learn more about retention types.

• You can also choose to exclude certain file types or file sizes in Outlook, OneDrive, SharePoint, and Teams. Click the pencil icon beside the app name under “Exclusions” and specify the desired exclusions. 

• You can also select what SharePoint(s) or Team(s) are to be backed up in this step. You also have the capability to configure auto-backup for the shared apps. If auto-backup is enabled, SysCloud backs up all new SharePoints and teams in the selected domain automatically to the current job. 

Click on “Next” 

Step 9: To configure settings, click on the pencil icon under “Settings” and click on the pencil icon next to “Configure.” 

• To configure domain level settings,  

• • Click on the checkbox next to “Auto-backup" to automatically add new users to the backup schedule. When auto-backup is enabled, all unprotected users from this domain are backed up automatically to this backup job. 

• • Click on the checkbox next to “Inactive user retention” to set backup archive retention for suspended/deleted users. It will be automatically set to unlimited. 

• • Click on the checkbox next to “User archive storage limit” to set limit on backup storage for users. It will be automatically set to unlimited. 

• To configure user level settings, select the “By User” tab. Click on the checkbox below “User archive storage limit” to set limit on backup storage for users. It will be automatically set to unlimited. 

Click on “Next” 

Step 10: In the next step, you can select add-ons. Configure add-on settings by clicking on “Configure” under “Settings.” 

Step 11: Finally, click “Start backup” to back up your selected scope. 

 

Follow the steps below to set up a backup for your Microsoft 365 organization using the SysCloud backup application: 

Step 1: Log in to your SysCloud backup account. 

Step 2: Navigate to “Jobs” on the top menu, and click “Create new backup job.” 

Step 3: Name the backup job and give a description (if required). Click “Next.” 

Step 4: To connect your Microsoft 365 account to SysCloud, navigate to “Microsoft Office 365” and click “Connect.”

Step 5: Review the apps to be backed up, limitations and permissions required, and click “Connect and add accounts.” 

Note: Pop-ups need to be enabled for the cloud to get connected. If you have not enabled pop-ups for the SysCloud app, you will get a message asking you to enable it. Click here to know how to proceed. 

Step 6: Log in to your Microsoft account in the pop-up box. Read the permissions required and click “Accept.”  

Step 7: Click “Next.”  
 
Step 8: To define the scope of the backup job, 

1. First click “Select” under Scope. You can select the entities to back up from the “Entities” column. Here you can select the domains, groups, and users to include in the backup job. Simply navigate to the desired tab and click the checkbox next to the domain, user or group. 

Note:

1. A domain/group/user can only be included in one job. They cannot be included in more than one job. You would need to select at least one user in a backup job.

2. Selecting a domain will add all the users in that domain. Similarly, selecting a group will add all users within that group. You don't need to select the domain & then users individually. 

2. Next, click the edit icon (pencil icon) under Apps to define the apps you want to back up. By default, all apps are selected for the backup job. 

• To exclude any app from the backup job, click the checkbox next to it to remove it from the selection. You can choose to specify which SharePoint Sites and Teams to back up by clicking the hyperlink beside the app name under Apps. 
• Auto-backup is turned on by default for all the apps. You can choose to turn it off only for SharePoint Sites and Teams, by checking the “OFF” box under “Auto-backup.” 
• Snapshot level retention is available only for OneDrive. All other apps have item-level retention only. 
• If you want the items retained only for a certain period of time, uncheck the box under “Retention period” and specify the number of days, months or years for which you want the items retained. 
• You can also choose to exclude certain file types or file sizes in OneDrive, and Deleted Items or Junk folder in Outlook. Click the pencil icon beside the app name under “Exclusions” and specify the desired exclusions. 

Note: If you have a job with a user-level app [Contacts, Calendars, Outlook, OneDrive], at least one user should be selected in the Scope column.

Step 9: Finally, click “Start backup” to back up your selected scope.