Backup settings

This section guides you through creating a backup schedule in RecoveryManager Plus for SharePoint Online, OneDrive for Business, and Microsoft Teams.

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 Online, OneDrive for Business, or Microsoft Team site(s) you wish to back up.
5. In the Backup Details section, provide a name for the backup schedule.
6. In the Select Sites field, choose the sites you want to back up by clicking the add icon or import them from a CSV file by clicking the import icon .
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, that displays a hierarchical view of your sites and subsites. Select the sites that you want to back up by marking the check box beside the site name. To exclude child sites from being backed up, check the Don't inherit child sites check box. You can also search for a particular SharePoint Online, OneDrive for Business, or Microsoft Team site by its URL or name in the search bar at the top.
• List View displays all sites and subsites in alphabetical order. Use the search icon to find specific sites for backup. 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 pop-up 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 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 close icon .
• Click OK when you’ve selected all the sites you want to back up.
8. If you wish to back up Microsoft Teams channels, enable the Teams Channel Backup toggle.
9. 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.
10. 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:
• 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.
11. Select the repository in which you wish to store the backups from the Select Repository drop-down.
12. In the Item-Level Retention field, enter the number of days, months, or years for which SharePoint Online, OneDrive for Business, and Microsoft Teams backups should be stored. Backed-up data older than the specified item-level retention will be discarded. If you've set the item-level retention to 30 days, when the backup schedule runs on day 31, the backed-up data whose age exceeds 30 days will be discarded. To learn more about how RecoveryManager Plus processes item-level retention, click here.

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

Note: The minimum item-level retention for SharePoint Online, OneDrive for Business, or Microsoft Teams 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. In Advanced Settings, specify the file types to be excluded from backups in the File Types to Exclude field.
15. Click Save to save the scheduler, and the backup will run at the specified time.
16. Click Save & Run to save the scheduler and trigger the first backup process immediately.

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

• The name of the schedule in the Backup Name field.
• The frequency at which the schedule will run in the Backup Frequency field.
• The number of sites that will be backed up by the schedule in the Sites field. Clicking the number will open a pop-up that lists the sites that will be backed up when the scheduler runs.
• The status (Enabled or Disabled) of the automation in the Automation Status field. Clicking the status will give you a preview of the automation policy set.
• The last time the schedule ran in the Last Run Time field. Clicking the export icon will open the restore tab, displaying all backups made by the scheduler. You can restore sites to any of the backed up versions. Click here for step-by-step instructions on how to restore sites.
• The status (Success or Failure) of the last backup in the Last run status field. Clicking 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.
• Stop a backup
• Delete the backup schedule.

Edit the backup schedule

• To edit the backup schedule, click the edit icon under the Actions column of the corresponding backup schedule.

Enable or disable the backup schedule

• Click the enable icon or disable icon under the Actions column of the backup schedule that you wish to enable or disable.

Manually trigger a backup

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

Stop a backup

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

Delete the backup schedule

• Click the delete 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.