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NetVault Plug-in for Microsoft 365 12.5 - User Guide

Entering the configuration details in the plug-in

After you have identified application ID, password, and domain name, you must enter the information in the configuration section for the plug-in.

 
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NOTE: The user configured for SharePoint Online should have Global administrator access to the site it backs up and the location to which it intends to restore the backed-up contents.
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 Office 365, and select Configure from the context menu.
4
On the Configure dialog, complete the following fields using the information that you recorded during the previous process, Using the Office 365 admin portal to obtain configuration details.
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Application Domain
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Application ID
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Application Password
 
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CAUTION: Do not use the Change Settings option in the WebUI to enter or update these settings.
5
To save the settings, click OK.
With the account properly configured, you can click the Plug‑in for Microsoft Office 365 node to display the available mailboxes and the OneDrive users and groups.

Backing up data

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Defining a backup-and-recovery strategy
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Adding patterns to use for exclusion and inclusion of mailbox folders
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Performing backups

Defining a backup-and-recovery strategy

The purpose of creating Office 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, 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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NOTE: Plug‑in for Microsoft Office 365 does not support incremental backups for SharePoint Online. [DNPO365-534]

Adding patterns to use for exclusion and inclusion of mailbox folders

In addition to selecting mailboxes from the backup selection tree, you can create and store patterns of mailbox folders that you want to include and exclude for all selected user mailboxes that you back up. 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.

 
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NOTE: This feature is supported only for mailbox folders; it does not support OneDrive, SharePoint Online, or Azure AD users and groups.
To add patterns:
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 Office 365, and select View Inclusion/Exclusion from the context menu.
The plug-in adds two subnodes, Include Patterns and Exclude Patterns, to the Office 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 Add Folder Pattern.
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 Add Folder 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 include all FolderXXX folders, type Folder???.
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.
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