Backup settings
This section lists the steps to create backup schedules and automation policies for your Exchange mailboxes.
Create a new backup schedule for your Exchange organization
- Click Save to save the scheduler and the backup will run at the specified time.
- Click Save & Run to save the scheduler and trigger the first backup process immediately.
- Click Cancel to exit the configuration screen.
Once a scheduler has been created, you can view the following information.
- The name of the scheduler in the Backup Name field.
- The frequency at which the scheduler will be run in the Backup Frequency field.
- The number of mailboxes that will be backed up by the scheduler in the No. of Mailboxes field. Clicking on the number will open a pop-up that will list the mailboxes that will be backed up when the scheduler runs.
- The retention period set.
- The last time the scheduler ran. Clicking on the icon will open the restore tab displaying all backups made by the scheduler. You can restore mailboxes to any of the backed up version. For step-by-step instructions on how to restore mailboxes, click here.
- The status (success/failure) of the last backup. Clicking on the View Details link will provide the list of steps that the product performed and the status of each step. Finding out the step at which the scheduler 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/disable the backup schedule
- Manually trigger a backup
- Delete the backup schedule
Edit the backup schedule
To edit the backup schedule click on the icon under the Action column of the corresponding backup schedule,
Enable/disable the backup schedule
Click the / icon under the Action column of the backup schedule that you wish to enable/disable.
Manually trigger a backup
Click the icon under the Action column of the backup schedule to trigger a backup.
Delete the backup schedule
Click the icon under the Action column of the backup schedule that you wish to delete.
Create a new automation policy for your Exchange organization
- Click the Exchange tab.
- Choose On-premise from the Exchange type drop-down.
- 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 filters conditions based on the options (display name, email, recipient type, group).
- 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.