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NetVault Plug-in for Microsoft 365 13.2.5 - User Guide

Adding patterns to use for exclusion and inclusion

From the backup selection tree, you can create and store patterns of mailboxes, mailbox folders, users, sites, and teams that you want to include and exclude for all selected user mailboxes that you back up and for each tenant. When you specify patterns to exclude or include, or both, the plug-in stores them with a Backup Selection Set. When you submit a backup job, you can select the set with the stored patterns. The plug-in then populates the backup list with mailboxes whose folder names meet the specified inclusion and exclusion patterns. There is no limit to the number of patterns that you can specify. Be aware that the plug-in gives priority to exclusions.

 
To add patterns to use for exclusion and inclusion
1
In the Navigation Pane, click Create Backup Job, and click next to the Selections list.
2
In the selection tree, open the applicable client node.
3
Click Plug‑in for Microsoft 365, and select View Inclusion/Exclusion from the context menu.
The plug-in adds two subnodes, Include Patterns and Exclude Patterns, to the Microsoft 365 node.
4
To specify an exclusion pattern, which takes priority over inclusion patterns, complete the following steps:
a
Click Exclude Patterns, and then select one of the following options:
•
Add Folder Pattern
 
* 
NOTE: The Add Folder Pattern feature supports only mailbox folders; it does not support OneDrive, SharePoint Online, or Teams.
•
Add User Pattern
 
* 
NOTE: The Add User Pattern supports exclusion and inclusion of selected users, sites, and teams.
b
In the Enter exclude pattern dialog box, type the pattern to exclude, and click OK.
Use a Portable Operating System Interface (POSIX) regular expression (regex) to create an exclusion pattern. For example, if you want to exclude the Junk E-Mail folder, type Junk*.
5
To specify an inclusion pattern, complete the following steps:
a
Click Include Patterns, and then select one of the following options:
•
Add Folder Pattern
•
Add User Pattern
b
In the Enter include pattern dialog box, type the pattern to include, and click OK.
Use a POSIX regex to create an inclusion pattern. For example, if you want to select all mailboxes that start with A to G or a to g, type ^[a-gA-G].
 
* 
NOTE: The exclusion and inclusion feature supports all regex patterns.
The plug-in lists an informational node with the new patterns below the corresponding subnodes. When you set up a backup job, you can select or clear the applicable patterns.
6
When you are finished, click Save, enter a name in the Create New Set dialog box, and click Save.
The name can contain alphanumeric and nonalphanumeric characters, but it cannot contain non-Latin characters. On Windows, there is no length restriction. However, a maximum of 40 characters is recommended on all platforms.

Performing backups

A backup using the plug-in includes the steps outlined in the following topics:

•
Selecting data for a backup
•
Setting backup options
•
Finalizing and submitting the backup job

Selecting data for a backup

You must use sets — Backup Selection Set, Backup Options Set, Schedule Set, Target Set, and Advanced Options Set — to create a backup job.

Backup Selection Sets are essential for Incremental Backups. Create the Backup Selection Set during a Full Backup, and use it for Full and Incremental Backups. The backup job reports an error if you do not use a Selection Set for the Incremental Backup. For more information, see the Quest NetVault Administrator’s Guide.

1
In the Navigation pane, click Create Backup Job.
You can also start the wizard from the Guided Configuration link. In the Navigation pane, click Guided Configuration. On the NetVault Configuration Wizard page, click Create backup jobs.
2
In Job Name, specify a name for the job.
Assign a descriptive name that lets you easily identify the job when monitoring its progress or restoring data. The job name can contain alphanumeric and nonalphanumeric characters, but it cannot contain non-Latin characters. On Windows, there is no length restriction; however, a maximum of 40 characters is recommended.
3
Next to the Selections list, click .
4
In the list of plug-ins, open Plug‑in for Microsoft 365, open the tenant node, and complete the applicable following actions:
•
If you are creating a backup job for Outlook, OneDrive, SharePoint Online, or Teams, expand the Microsoft 365 Apps node and select the applicable items.
•
If you are creating a backup job for Azure AD, select the AzureAD node for users, groups, or service principals.
 
* 
NOTE: In a single selection set, you can select items from Microsoft 365 applications or items from Azure AD, but not both. You must restore Microsoft 365 items and Azure AD items in separate selection sets. When editing an existing selection set of Azure AD items, if you want to add Microsoft 365 application items, you must clear the Azure AD items; likewise, for an existing selection set of items from Microsoft 365, if you want to add Azure AD items, you must clear the other Microsoft 365 items.
5
Click Save, enter a name in the Create New Set dialog box, and click Save.
The name can contain alphanumeric and nonalphanumeric characters, but it cannot contain non-Latin characters. On Windows, there is no length restriction. However, a maximum of 40 characters is recommended on all platforms.

Setting backup options

The next step involves creating the Backup Options Set or selecting an existing one.

As of release 13.1, granular restore is available for all aspects of Microsoft 365.

 
* 
TIP: To use an existing set, in the Plugin Options list, select the set that you want to use.
1
Next to the Plugin Options list, click .
 
* 
NOTE: To prevent a pop-up from appearing and causing the WebUI to be unresponsive, before creating the new plug-in set, click Edit and save the existing default plug-in options, and then click the + icon.
2
In the Backup Type section, select the applicable option:
•
Full Backup: To perform a complete backup of the selected mailbox — including its folders, messages, mailbox settings, and rules — or the selected OneDrive or Teams node, select this option.
•
Incremental Backup: To back up all data changed in the selected mailbox, OneDrive, or Teams node since the last occurrence of a Full or Incremental Backup, select this option.
 
* 
NOTE: For Teams, Full Backups include all standard items. Incremental Backups include files, folders, and chat messages.
For more information, see Defining a backup-and-recovery strategy.
•
In the Additional Options section, if you want to use parallel streams to increase the speed of backup jobs, optionally select Enable multi-streaming and then indicate the number of streams.
The value that you enter depends on your configuration and network bandwidth. The maximum value is 30.
If the number of mailboxes included in a selection set is less than the specified number of streams, the plug-in automatically adjusts the Number of Streams setting.
 
3
If you are setting up a backup job for Outlook, in the Outlook Options section, select the applicable options:
•
Enable Restartable backup: If you want to be able to pause a backup and have it resume from the point at which it was stopped, select this option.
This option lets you manually interrupt a backup job; it does not restart a backup job that has failed.
•
Exclude attachments in backup: If you want to exclude attachments and inline images from messages, select this option.
By default, the plug-in includes attachments and inline images in backup jobs. Excluding attachments reduces the size of the backup and increases the speed at which it is processed.
•
Exclude Calendar backup: If you want to exclude calendars, select this option.
 
* 
NOTE: Even if calendars and events are included in the backup job, the plug-in excludes event attachments of type Item.
4
In Set Name, specify a name for the set, and click Save.
The name can contain alphanumeric and nonalphanumeric characters, but it cannot contain non-Latin characters. On Windows, there is no length restriction; however, a maximum of 40 characters is recommended.
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