Step 1: Basic Job Details

1. You have the option to enable this feature by checking the box, which will secure your backups as immutable for a specific duration. The duration can be specified and you do it for up to 999 day(s). The duration set will be applied to this backup job, which you’ll configure in subsequent steps. When configuring other backup jobs, ensure to adjust the duration according to your needs.
2. Immutable backup in the BDRSuite Backup Server is a backup strategy or system you can use where once the data is backed up, it cannot be edited, deleted, or tampered with until a predefined time period expires that can be set up as shown below in the image representation. This approach adds an extra layer of protection to the backup data, making it resistant to ransomware attacks, accidental or malicious changes
   

Step 2: Organization Selection

User Mailbox

Note: BDRsuite for Microsoft 365 supports ‘Where it left off’ feature for User Mailbox Backup.

1. User Mailbox
2. Shared Mailbox
3. Resource Mailbox
4. Archived Mailbox
   

Note: This feature is available starting from BDRSuite version 5.7.0, and the filter option will be accessible exclusively during the configuration of mailbox backup for newly added M365 organizations.

Note: Deduplication is supported for mails configured under the same backup job. You can check the percentage of space saved due to deduplication in the backup reports section. This will enhance the performance and reduce the size of backup job.  A sample representation of the percentage of deduplication in a particular backup job is given below.

Note: To backup the Archive Mailbox make sure the user has enabled In- place archival from the administrator end.

In case the In place Archival is not enabled, the normal mailbox is able to backup normally (When mails are chosen).

1. OneDrive – Selecting this option will backup the OneDrive items only
2. Calendar– Selecting this option will backup the calendar events only
3. Contacts – Selecting this option will backup the contacts only
4. Note: The shared mailbox do not require a license to backup. i.e. Shared mailbox backup is free in the BDRSuite for Microsoft 365.
   

BDRSuite Backup for Microsoft 365 currently does not support backup of deleted contacts, contact list items and shared files, recycle bin items of OneDrive.

1. You can open a list of user mailboxes and their folders by using the dropdown menu in the respective ‘Excluded User Mailbox’ field. From there, you can select the ones you want to exclude from the backup process.
2. You can open a list of mailboxes folders by using the dropdown menu in the respective ‘Excluded Mailbox Folders’ fields. From there, you can select the ones you want to exclude from the backup process.
3. The OneDrive folders that you wish to excluded can be entered in the ‘Excluded OneDrive Folders’ field.
4. The OneDrive Files Filter option lets you further filter the files based on inclusion and exclusion. In addition, you have the ability to filter based on file name or file size using the option placed alongside the other filter options. This allows for more precise control over the data you wish to exclude from the backup.
   

Group Mailbox

Group Mailbox Selection

1. Select Domain to configure backup: From the drop-down list choose the domain(s) you wish to configure backup.

2. Choose Group Selection Option: This option lets you select the Group. From the drop-down list select the group you wish to configure backup. There are two options which are as follows;

1. All Groups – Choosing this option will let you select all the group mailboxes in the domain. By default, all groups of all domains will be backed up.
2. Specific Groups – Choosing this option will list all the group mailboxes in the domain. By default, all the groups from the selected domain(s) are available for backup.  You can choose only the specific groups you wish to configure backup and deselect the remaining users.
   

3. Select Data to Backup: Select the Group Mailbox entities you wish to configure backup. You can either choose all the options or perform backup level granularity by choosing only the required entities. The supported entities in the user mailbox are;

Group OneDrive – Selecting this option will backup the Group OneDrive items only.

Note: Currently only Group OneDrive is supported for backup due to API limitations.

Group Mailbox Exclusion

This group mailbox exclusion options lets you perform exclusion.

1. The excluded group mailbox will be shown in the ‘Excluded Group Mailbox’ field.
2. Enter the GroupDrive Folders you wish to exclude from the backup in the ‘Excluded GroupDrive Folders’ field.
3. The GroupDrive Files Filter option lets you further filter the files based on inclusion and exclusion. In addition, you have the ability to filter based on file name or file size using the option placed alongside the other filter options. This allows for more precise control over the data you wish to exclude from the backup.
   

SharePoint Sites

SharePoint Site(s) Selection

Select SharePoint Site(s) For Backup

All sites are selected by default. You can individually deselect some of the sites or you can deselect all the sites and then individually select some of the sites.

Note: BDRSuite for Microsoft 365 supports backup for personal SharePoint sites as well.

Important: BDRSuite for Microsoft 365 currently does not support backup of shared documents, site notebooks, calendars, recycle bin items and list columns like location, hyperlink & lookup. If the Communication Site is selected then all the users in the organization require a License.

SharePoint Site(s) Exclusion

This SharePoint exclusion options lets you perform exclusion.

1. The SharePoint Sites that were excluded will be shown in the ‘Excluded SharePoint Sites’ field.
2. Enter the SharePoint Folders you wish to exclude from the backup in the ‘Excluded SharePoint Folders’ field.
3. The SharePoint Files Filter option lets you further filter the files based on inclusion and exclusion. In addition, you have the ability to filter based on file name or file size using the option placed alongside the other filter options. This allows for more precise control over the data you wish to exclude from the backup.
   

Teams

Teams Selection

Select Data to Backup: The Channel Files/Tabs will be selected for backup by default. If you want to backup Chats, then you can check the box to include Chats.

Note: Make sure to check for prerequisites to include the chats for backup

Team(s) Selection Options: You have the choice between two options: selecting all teams or selecting specific teams. If you choose the specific teams option, you will see a list of all teams, and you can then choose the teams you want to back up. Additionally, you have the option to use the search feature to find teams based on their names. This allows you to quickly locate the teams you want to back up without having to scroll through the entire list.

Important: BDRSuite Backup for Microsoft 365 currently does not support backup of Team group conversations, meeting recordings, private team channel, and wiki tab

Teams Exclusion

This Teams exclusion options lets you perform exclusion.

1. The Teams that were excluded will be shown in the ‘Excluded Teams’ field.
2. Enter the Teams Folders you wish to exclude from the backup in the ‘Excluded Teams Folders’ field.
3. The Teams Files Filter option lets you further filter the files based on inclusion and exclusion. In addition, you have the ability to filter based on file name or file size using the option placed alongside the other filter options. This allows for more precise control over the data you wish to exclude from the backup.

Step 4: Scheduling

Incremental scheduling

1. Manually
2. Every Few hours
3. Daily
4. Weekly
   

Advanced Scheduling Settings

1. Retry attempts on backup failure: Select the number of retry attempts from the drop-down list.
2. Wait time before each retry attempt: Select the wait time for each retry attempt from the drop-down list.
   

Step 5: Settings

Compression

By default, all the backup data is compressed while storing in the backup repository. If disabled the original size of the backup data will be stored.

Retention

Enabling this option lets you specify the number of restore points you want to retain. If disabled, all restore points will be retained.

User Mailbox (Mail, Calendar & Contacts): From the drop-down list select the time to retain. You can choose either days, months or years.

1. User Mailbox (OneDrive): You can select both the number of versions and number of days to retain the OneDrive items. The minimum retention is 5.
2. Group Mailbox (OneDrive): You can select both the number of versions and number of days to retain the OneDrive items. The minimum retention is 5.
3. SharePoint Sites: You can select both the number of versions and number of days to retain the SharePoint Sites. The minimum retention is 5.
4. Teams: You can select both the number of versions and number of days to retain the SharePoint Sites. The minimum retention is 5.
   

Step 6: Review

You can review the configurations before confirming the backup to run.

Note: Enable the ‘Run Immediately’ option if you wish to initiate a backup schedule despite the scheduled time.

Click on Save backup to proceed for the confirmation and click yes. Your backup is scheduled successfully.