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NetVault Plug-in for Microsoft 365 13.3 - User Guide

Introducing NetVault Plug-in for Microsoft 365 Installing and removing the plug-in Configuring the plug-in Backing up data Restoring data Troubleshooting

Defining a backup-and-recovery strategy

The purpose of creating Microsoft 365 backups is to recover a mailbox or site contents that are damaged from media failure or data corruption. Reliable use of backup for recovery requires a strategy that maximizes data availability and minimizes data loss, while accounting for defined business requirements.

A strategy is divided into two pieces: a backup piece and a restore piece.

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The backup piece defines the type and frequency of backups that are required to meet the goals for availability of the database and for minimizing data loss.
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The restore piece defines who is responsible for performing restores, and how restores should be performed to recover from the particular type of damage or failure.

Your backup plan should define at what intervals the backups are performed, how backups are stored, how long backups are retained, and how the backup media are reused.

The plug-in provides the following types of backup:

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Full Backups only: You can choose to perform only Full Backups if the backup size is small, the backup window is not an issue, or storage media is not a constraint. In such scenarios, you can schedule Full Backups every night or every N hours depending on the frequency of updates.
If a failure occurs, the plug-in is only required to restore a single saveset.
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Full and Incremental Backups: For quicker backups and minimum use of storage media, you can include Full and Incremental Backups in your strategy. For example, you can schedule Full Backups every Sunday and Incremental Backups every day or every N hours depending on the frequency of updates.
If a failure occurs, the plug-in is required to restore data from the recent Full Backup and each Incremental Backup in the backup sequence. The restore might take longer if several Incremental savesets have to be restored. For example, if the failure occurs on Saturday, the plug-in is required to restore the Full Backup taken on Sunday and Incremental Backups taken from Monday through Friday.
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Continuous Data Backups: Continuous data protection (CDP) occurs when NetVault takes an initial full backup of a selection set and then takes a series of incremental backups to capture the changes of the selection set before it combines the backups into a synthetic full backup.
 
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NOTE: For Teams, Full Backups include all standard items. Incremental Backups include files, folders, and chat messages.

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
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In the Navigation Pane, click Create Backup Job, and click next to the Selections list.
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In the selection tree, open the applicable client node.
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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.
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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:
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Add Folder Pattern
 
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NOTE: The Add Folder Pattern feature supports only mailbox folders; it does not support OneDrive, SharePoint Online, or Teams.
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Add User Pattern
 
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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*.
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To specify an inclusion pattern, complete the following steps:
a
Click Include Patterns, and then select one of the following options:
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Add Folder Pattern
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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].
 
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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.
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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:

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Selecting data for a backup
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Setting backup options
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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.
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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.
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Next to the Selections list, click .
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In the list of plug-ins, open Plug‑in for Microsoft 365, open the tenant node, and complete the applicable following actions:
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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.
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If you are creating a backup job for Azure AD, select the AzureAD node for users, groups, or service principals.
 
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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.

 

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If you are creating a selection set for OneDrive and Mailbox users with a dynamic membership rule set for groups, users will be evaluated for matches with the membership rule. When an attribute changes for a user, all dynamic group rules in the organization are processed for membership changes. Users are added or removed if they meet the conditions for a group. With this approach, newly joined members will be added dynamically to the group overcoming the need to manually modify the selection list. Refer to the following articles that explain how to create dynamic membership rules for users and to set up a rule for a dynamic group in the Azure portal.
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[Create or update a dynamic group in Azure Active Directory
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Dynamic membership rules for groups in Azure Active Directory
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.
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