- Go to the Task List page and click Create to launch Task Creation Wizard.
- Select Create a backup task and click Next.
- Select the Microsoft 365 endpoint type and then set a certificate password.
- Authorize the backup task (Certificate and application details).
- Configure the Task name, Backup destination, and Backup list. Enable the Active Backup for Microsoft 365 Portal if needed.
- Enable services for auto-discovery as needed. With this enabled, new sites, teams, and the selected services of new users/groups can be automatically included in the backup list.
- Set up backup and retention policies:
- Backup policy:
- Continuous backup: Based on the API request rate detected from the last backup, the system dynamically adjusts the backup intervals from one to ten minutes. Data are backed up continuously in an infinite cycle.
- Manual backup: Data are backed up immediately once you manually run the task.
- Scheduled backup: Data are backed up based on the schedule you set.
- Retention policy:
- Keep all versions
- Keep previous versions for specified number of days: When a backed-up file is updated to a new version, the previous version will be preserved for the retention period you set.
- Check the task summary and click Done or Apply to finish the task creation.
- For more details, refer to the respective help articles for DSM 7.0 and DSM 6.2
Manage backup tasks
On the Task List page, you will see a list of all the backup tasks. You can manage them using the upper toolbar.
Select a backup task and click Edit to do any of the following:
- Enable the self-service portal
- Change to another Azure AD application
- Edit your backup target
- Turn on auto-discovery for each service
- Adjust the backup and retention policy
If you want to delete any of the user, group, site, or team backup data, select a backup task, click More and click Storage Management. Select the user, group, site, or team backup data you want to delete, then you can delete the backup data of the related service.
Log
The Log page allows you to keep track of the backup tasks that have been performed, as well as view error messages and track restoration activities started by end-users. You can view all logs or use filters to search for the logs of certain tasks.
To search through log records with a filter, on the Log page, click the magnifying glass icon in the search bar in the upper-right corner. There, you can filter your search by Keyword, Type, or Date.
You can also view log details by selecting a log and clicking on the arrow icon on the right-hand side. For backup activity, you can view the Status and Log, and for a restoration activity, you can view the Restore Information and Log.
For more details on logs in Active Backup for Microsoft 365, refer to the respective help articles for DSM 7.0 and DSM 6.2.
