Backup settings

Create a new backup schedule

  1. Log in to RecoveryManager Plus as an administrator.
  2. Navigate to the SharePoint & OneDrive tab → Backup Settings.
  3. Click the Create Backup button located in the top-right corner of the screen.
  4. In the Tenant Details section, select the Tenant that contains the SharePoint or OneDrive sites to back it up.
  5. In the Backup Details section, provide a name for the backup schedule.
  6. Select the sites you want to back up by clicking the icon-add icon in the Select Sites field or you can import from CSV files by clicking the icon-search.
  7. In the pop-up that appears, RecoveryManager Plus provides two views to see the list of sites in your Microsoft 365 tenant: Tree View and List View.
    • Tree View is the default view, and it provides a hierarchical view of your site and subsites. Select the sites that you want to back up by marking the check box beside the site name. You can also choose to exclude child sites from being backed up by checking the Don't inherit child sites check box. You can also search for particular SharePoint Online and OneDrive for Business sites by their URL or name in the search bar at the top.
    • List View lists all the sites and subsites alphabetically. You can search for the sites you want to back up by clicking the icon-search icon. You can select all the sites by selecting the check box beside the Title text.
      • Click the Filter by criteria option available at the top right corner of the Select Sites popup to filter sites based on certain conditions.
      • You can filter based on attributes like Site Title, Site URL, Site Type, Parent Site, or Sites. You can also apply conditions such as Starts with, Ends with, Contains, or Does not contain for the selected attribute. Add more conditions using the icon-add icon.
    • You can also decide the type of the condition (AND/OR) when you have multiple conditions. You can remove the conditions set using the icon-close-red icon.
    • Click OK when you’ve selected all the sites you want to back up.
  8. If you wish to automate the backup schedule based on certain conditions, enable the Automate Site Selection toggle bar.
    • Set the conditions based on the options (Site Title, Site URL, Site type, Parent Site, or Sites) in the Automation Settings popup. A schedule will run every day to discover the created, modified, and deleted sites, and these sites will be validated against the condition set. If any of these sites satisfies the conditions, it is automatically added to the selected backup job.
    • Select the Validate existing sites selection with automation criteria check box to periodically validate the existing sites in this backup schedule against the criteria and add sites that satisfy the criteria and remove sites that don't satisfy the criteria.
  9. In the Scheduler & Repository section, select the desired frequency at which the schedule must run from the options available in the Backup frequency dropdown:
    • Daily: Scheduler will run once every day at the scheduled time.
    • Weekly: Scheduler will run once every week on the specified day and time.
    • Monthly: Scheduler will run once a month on the specified date and time.
  10. Select the repository in which you wish to store the backups from the Select repository drop-down menu.
  11. In the Retention Period field, enter the number of days/months/years for which SharePoint/OneDrive backups should be stored. Backups older than the specified age will be discarded. If you've set the retention period to 30 days, when the backup schedule runs on day 31, the backups made on day one will be discarded. To learn more about how RecoveryManager Plus processes the retention period, click here.
  12. You can also configure RecoveryManager Plus to store your SharePoint/OneDrive backups forever, in which case backups will not be discarded.

    Note: The minimum retention period for SharePoint/OneDrive backups is 30 days.

  13. If you wish to encrypt your backup data, check the Encrypt backup data check box and provide the Encryption key.
  14. Click Save to save the scheduler, and the backup will run at the specified time.
  15. Click Save & Run to save the scheduler and trigger the first backup process immediately.
  16. Click Cancel to exit the configuration screen.

Once a schedule has been created, you can view the following information:

Once you’ve configured a backup schedule, you can perform the following actions:

Edit the backup schedule

Enable or disable the backup schedule

Manually trigger a backup

Delete the backup schedule

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