This section lists the steps to create backup schedules and automation policies for your SharePoint and OneDrive sites.
Create a new backup schedule
Once a schedule has been created, you can view the following information:
- The name of the schedule.
- The repository in which the backups will be stored.
- The frequency at which the schedule will run.
- The number of sites that will be backed up by the schedule in the No. of sites field. Clicking on the number will open a pop-up that lists the sites that will be backed up when the scheduler runs.
- The set retention period.
- The last time the schedule ran. Clicking on the icon will open the restore tab, displaying all backups made by the scheduler. You can restore sites to any of the backed up versions. For step-by-step instructions on how to restore mailboxes, click here.
- The status of the last backup (success or failure). Clicking on the View Details link will provide the steps that the product performed and the status of each step. Finding out the step at which the schedule failed will assist in troubleshooting any issue that the product might encounter.
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.
- Export the list of mailboxes being backed up in a backup schedule as a CSV file
Edit the backup schedule.
- To edit the backup schedule, click the icon under the Actions column of the corresponding backup schedule.
Enable or disable the backup schedule.
- Click the / icon under the Actions column of the backup schedule that you wish to enable or disable.
Manually trigger a backup.
- Click the icon under the Actions column of the backup schedule to trigger a backup.
Delete the backup schedule.
- Click the icon under the Actions column of the backup schedule that you wish to delete.
- In the pop-up that appears, select if you'd just like to delete just the backup schedule or permanently delete all backup data along with the schedule, and click OK.
Export the list of mailboxes being backed up in a backup schedule as a CSV file
- Click the number under the No. of Mailboxes field to view the list of mailboxes being backed up in the selected schedule.
- Click the icon on the top-right corner to export the list of mailboxes backed up as a CSV file.
Create a new automation policy for your SharePoint and OneDrive sites
RecoveryManager Plus provides a simple, built-in template that helps you create automation policies for newly added sites by applying specific conditions. Once the site under review satisfies the condition, it is automatically added to the selected backup job.
- Click the Sharepoint & OneDrive tab.
- From the left pane choose Backup settings.
- Click Automation policy on the top-right corner.
- A page with the display of all existing automation policies and their details will appear.
- To create a new automation policy, click Create automation policy on the top-right corner.
- In the page that appears, configure the settings for the automation policy with the help of the labels.
- Policy name: Enter a name and description(optional) for the automation process.
- Associated backup job: Select the backup job to be associated with your automation policy.
- Criteria: Choose the filter criteria for the site list based on the requirement (site type, site title, site URL, parent site).
- Finally, click Save.
Note: Once saved, a popup appears to verify if you want to apply the policy on already discovered mailboxes. Choose Apply if required.
Once you’ve configured the automation policy, you can perform the following actions:
- Edit the automation policy
- Enable or disable the automation policy
- Delete the automation policy
Editing the automation policy:
To edit the automation policy, click the icon under the Action column of the corresponding automation policy.
Enabling or disabling the automation policy:
Click the / icon under the Action column of the automation policy that you wish to enable or disable.
Deleting the automation policy:
Click the icon under the Action column of the automation policy that you wish to delete.