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

Log in to RecoveryManager Plus as an administrator.
Navigate to the Exchange tab > Backup Settings.
Select On-Premises in the Exchange Type drop-down.
Click on the Create Backup button located at the top-right corner of the screen.
If you’ve configured multiple Exchange organizations, choose the organization for which you wish to create a backup schedule from the Organization drop-down.
Provide a name for the backup schedule.
Select the mailboxes that you wish to back up by clicking the add icon in the Select Mailboxes field or you can import the mailboxes that you wish to back up from CSV files by clicking the import icon .

You can select all the mailboxes by selecting the check box adjacent to the Display Name text. To search for individual mailboxes, use the search icon .
Click the Filter by Criteria option available at the top right corner of the Select Mailboxes popup to filter mailboxes based on certain conditions.

You can filter based on attributes like Display Name, Email, Recipient Type, Groups, or Mailboxes. 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 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 remove icon .

If you wish to automate the backup schedule based on certain conditions, enable the Automate Mailbox Selection toggle bar.
- Set the conditions based on the options (Display Name, Email, Recipient Type, Group, or Mailboxes) in the Automation Settings popup. A schedule will run every day to discover the created, modified, and deleted mailboxes, and these mailboxes will be validated against the condition set. If any of these mailboxes satisfies the conditions, it is automatically added to the selected backup job.
- Select the Validate existing mailboxes selection with automation criteria check box to periodically validate the existing mailboxes in this backup schedule against the criteria and add mailboxes that satisfy the criteria and remove mailboxes that don't satisfy the criteria.
Select the mailbox folders that you wish to exclude from being backed up in the Mailbox Folders to Exclude drop-down.
In the Scheduler & Repository section, select the desired frequency at which the schedule must run from the options available in the Backup Frequency drop-down.

Select the repository in which you wish to store the backups from the Select Repository drop-down.
In the Item-Level Retention field, enter the number of days/months/years for which Exchange backups should be stored. Backups older than the specified age will be discarded. If you've set the item-level retention to be 30 days, when the backup schedule runs on the 31st day, the backups taken on the first day will be discarded. To learn more about how RecoveryManager Plus processes the item-level retention, click here.

You can also configure RecoveryManager Plus to store your Exchange Online backups forever, in which case backups will not be discarded.

Note: The minimum item-level retention for Exchange Online backups is 30 days.

If you wish to encrypt your backup data, check the Encrypt backup data check box and provide the Encryption Key.
When backed up items exceed their item-level retention, you can export them to a PST file before deleting them by selecting the Enable archive settings option.

If you have enabled archive settings, provide the location where you wish to store the PST from the drop-down.
If you wish to add another layer of security for your PST, select Secure archived PST with a password and provide a password.

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 Item-Level Retention set.
The last time the scheduler ran. Clicking on the view history icon will open the restore tab displaying all backups made by the scheduler. You can restore mailboxes to any of the backed up versions. 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.

To edit the backup schedule click on the icon under the Action column of the corresponding backup schedule,

Click the enable icon / disable icon under the Action column of the backup schedule that you wish to enable/disable.

Click the backup now icon under the Action column of the backup schedule to trigger a backup.

Click Stop under the Last Run Status column of the backup schedule to stop the backup operation.

Click the icon under the Action column of the backup schedule that you wish to delete.

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:

To edit the automation policy, click the icon under the Action column of the corresponding automation policy.

Click the / icon under the Action column of the automation policy that you wish to enable or disable.

Click the icon under the Action column of the automation policy that you wish to delete.