Managing backups with NetApp SaaS Backup for Office 365 Edit on GitHub Request doc changes

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After you have completed the setup process for NetApp SaaS Backup (formerly "NetApp Cloud Control"), you can use SaaS Backup for Office 365 to manage backups of Microsoft Exchange Online, Microsoft OneDrive for Business, and Microsoft SharePoint Online.

Backup policies

SaaS Backup for Office 365 has three predefined tiers of backup policies. These policy tiers vary in backup frequency and data retention period, depending upon whether you are using SaaS Backup provided storage or BYOS.

You can move data between the three policies, but you cannot create new policies or change the parameters of the predefined tiers.

Backup policies for SaaS Backup provided storage

Backup policy Backup frequency Default data retention period

Tier 1

Once every 12 hours

3 years

Tier 2

Once every 18 hours

3 years

Tier 3

Once every 24 hours

3 years

Backup policies for BYOS

Backup policy Backup frequency Default data retention period

Tier 1

Once every 12 hours

Forever

Tier 2

Once every 18 hours

Forever

Tier 3

Once every 24 hours

Forever

Scheduling a backup or changing backup frequency

You can back up your unprotected data by assigning it to a backup policy. When unprotected data is assigned to a backup policy, it moves to a PENDING state until the next scheduled backup for the assigned policy occurs, after which it is moved to a PROTECTED state.
If you want to change the backup frequency of protected data, you can assign the data to a different backup policy tier.

Steps
  1. From the Dashboard, click the number above PROTECTED or UNPROTECTED in the box of the service you want to change.
    If you want to change the backup frequency of protected data, click PROTECTED. If you want to backup newly discovered mailboxes, sites, or MySites, select UNPROTECTED.
    number protected unprotected

  2. If you are backing up or changing the backup policy for shared mailboxes, click the SHARED tab.
    If you are backing up or changing the backup policy for archive mailboxes, click the ARCHIVE tab.
    If you are backing up or changing regular mailboxes, remain on the USER tab.

  3. Select the items you want to backup.

  4. Click the Groups menu.
    Groups Menu

  5. Select the new policy tier for the backup.
    Note: Microsoft Office 365 groups and archive mailboxes can only be moved to the tier 3 policy.

  6. Click Apply.

Performing an immediate backup of a service

As needed, you can perform an immediate backup of any Microsoft Office 365 service.

Steps
  1. From the Dashboard, click the number above PROTECTED in the box of the service for which you want to perform an immediate backup.

  2. If you are backing up shared mailboxes, click the SHARED tab.
    If you are backing up archive mailboxes, click the ARCHIVE tab.
    If you are backing up regular mailboxes, remain on the USER tab.

  3. Select the items that you want to back up.

  4. Click Backup Now.
    backup now
    A message is displayed indicating that the selected services will be placed in the job queue for backup.

  5. Click Confirm.
    A message is displayed indicating that the backup job was created.

  6. Click View the job progress to monitor the progress of the backup.

Updating the backup retention period

You can update the length of time, in number of years, that data is retained for individual tiers, mailboxes, sites, and MySites to 7 years, 10 years or forever. If all your backup tiers have the same retention period, you can perform a global update to simultaneously change the retention period for all tenants.

Updating the backup retention period for a specific tier

Steps
  1. From the Dashboard, click any service.

  2. Under Backup Policies, click the dropdown menu next to RETENTION PERIOD for the tier you want to change.

  3. Select the desired retention period from the pre-defined list.

  4. Click UPDATE RETENTION PERIOD.

Updating the backup retention period for tenants

Steps
  1. Click the configuration icon Configuration Icon next to your SaaS Backup userid in the top left corner.

  2. Click ACCOUNT SETTINGS.

  3. Click RETAIN AND PURGE.

  4. To update the data retention policy for a specific user in a specific service, do the following:

    1. Under Data Retention Policies, click the dropdown menu next to RETENTION PERIOD and select the period you want from the list of preset times.

    2. Click the dropdown menu next to TYPE OF SERVICE and select the service you are updating.

    3. In the search box, begin entering the user, site, or MySite you want to update.

    4. Select the user, site, or MySite you want from the matching results.

    5. Click Plus sign.

    6. Continue to search for and add individual mailboxes, sites, or MySites as needed.

    7. Click Save.
      The individual mailboxes, sites, or MySites you selected are updated to the selected retention period.

  5. To update the data retention policy at the tenant level, do the following:

    1. Under Tenant Level Data Retention Policies, click dropdown menu next to RETENTION PERIOD and select the period you want from the list of preset times.

    2. Click Save.
      All backup policy tiers are updated to the retention period you selected.

Updating backup settings

You can update your backup settings to control various backup options. Available backup settings vary based on service.

Backup setting Description Enabled Available in…​

Auto Sync

Enables the automatic scheduled synchronization of newly added or deleted users, OneDrives, or site collections once every 24 hours.

By default

Microsoft Exchange Online
Microsoft SharePoint Online
Microsoft OneDrive for Business
Microsoft Office 365 Groups

Enable Restore of Recoverable Items

Enables the user to restore Microsoft Exchange recoverable items

Manually

Microsoft Exchange Online

Enable Backup of Recoverable Items

Enables the backup of Microsoft Exchange recoverable items. Only the tier 1 backup policy allows for the backup of recoverable items.

Manually

Microsoft Exchange Online

Include Workflows

Includes workflows in the backup

Manually

Microsoft SharePoint Online
Microsoft Office 365 Groups

Include List Views

Includes view of list in backup

Manually

Microsoft SharePoint Online
Microsoft Office 365 Groups

Include Version History

Enables maintenance of multiple file versions in the backup.
Note: This setting only applies to individual files. It does not apply to entire folders, tiers, or services.

By default

Microsoft SharePoint Online
Microsoft OneDrive for Business
Microsoft Office 365 Groups

Number of Versions

Sets the number of backup file versions to maintain.
By default, the latest version is automatically backed up, even if this setting is not enabled.

Set to 20 by default

Microsoft SharePoint Online
Microsoft OneDrive for Business
Microsoft Office 365 Groups

Steps
  1. Click Services from the left navigation pane.
    services

  2. Click Microsoft Office 365.
    mso365 settings

  3. Under Manage Services, click the backup settings icon configure icon next to the service that you need to update.
    A list of your backup settings available for the selected service is displayed.

  4. Select the desired backup settings.

  5. Click Confirm.

Supported templates for Microsoft SharePoint Online

Only the following templates are supported for Microsoft SharePoint Online backups.

  • STS#0 (Team Site)

  • BLOG#0 (Blog Site)

  • DEV#0 (Developer Site)

  • PROJECTSITE#0 (Project Site)

  • COMMUNITY#0 (Community Site)

  • BDR#0 (Document Center)

  • COMMUNITYPORTAL#0 (Community Portal)

  • ENTERWIKI#0 (Enterprise WIKI)

  • EHS#1 (Root Site)

  • EHS#0 (Root Site)

  • SITEPAGEPUBLISHING#0 (Communication Site)

  • GROUP#0 (Group Site Collection Prefix)

  • STS#1 (Blank Site)

  • STS#2 (Document Workspace)

  • STS#3 (Modern Team Site)

  • APP#0 (App Template)

Supported apps for Microsoft SharePoint Online

The following apps are supported for Microsoft SharePoint Online backups.

  • Custom List

  • Badge (Community Site)

  • Document Library

  • Style Library

  • Survey

  • Link

  • Announcement

  • Contact

  • Calendar

  • Discussion Board

  • Photos

  • Picture Library

  • Content Web Parts

  • List Template Gallery

  • Master Page Gallery

  • Site Pages

  • Custom List in Dataset View

  • Solution Gallery

  • Theme Gallery

  • Composed Looks

  • Promoted Links

  • Tasks

  • Posts (Blog Site)

  • Comments (Blog Site)

  • Community Discussions (Community Site)

  • Categories (Blog Site)

  • Community Categories (Community Site)

  • Report

  • Wiki Pages

  • Site Collection Images

  • Community Members (Community Site)

  • Issue Tracking

  • Record Library

  • Sharing Links