Step by Step Procedure to Perform M365 Backup
In SysTools M365 Backup, navigate to the highlighted "Backup" section, and select "Workloads,". There you can view the available workloads for Email, OneDrive, Calendar, and Contact.
The backup tab allows you to perform an individual selection of different workloads. Meaning, if you want you can restrict the current backup operation to a particular item like:
Emails:
OneDrive:
Calendars:
Contacts:
After you allow the desired workloads for backup by checking the boxes you can also specify the date range for backup by clicking on the calendar icons next to each workload and selecting the desired start and end dates. Once done Press Next.
On the Credential page, you have to enter the required credentials. Before that click on Download Certificate for Azure to setup an Azure Project.
After adding the credentials click on the Validate button that is present in the box on the right-hand-side.
Once the Permission Validation is complete you can see a green dot next to the workload icons. Click Next to continue.
The Users tab is where the mapping takes place. You can use any one of the three available options which are as follows:
Fetch:
Import:
Download Template:
Depending on the mapping option you will see an intimidatory popup revealing the exact number of users that were found. Click OK and continue with the rest of the steps.
In the user preview screen, you can select the specific users you want to include in the backup by checking the boxes next to their respective email addresses.
You can use the search bar to quickly find specific users. Other than that there is Assign Priority. To enable it Click on the star icon next to a user's email to assign a priority level.
Once you've reviewed and adjusted the settings for all users, Click on the Validate button.
After Validation completes a popup appears indicating the outcome. Click on OK to continue.
You can verify the validation operation for each workload by checking the Source Permission column of the Preview screen. Once done Press Start Backup.
Again a popup appears to verify the start of the M365 backup Click on the Start button.
The status tab indicates the current account stance. A user account can be in any one of three tabs: Pending, In Progress, or Completed.
Once all the users are in the Completed tab the backup ends. You can see the amount of items backed up for each workload.
The Re-Run Backup subsection contains three different options: Retry Failed, Re-Run Full, and Delta.
Access the "Download Report" option to create comprehensive reports summarizing the backup process.
On the Schedule tab, you can check the box next to "Enable Backup Schedule" to activate scheduled backups.
You can configure the following:
- Set Scheduling Frequency: Set Scheduling Frequency: Select the desired frequency for backups (daily or weekly).
- Specify Backup Time: Choose the exact time (in 24-hour format) with a clock menu for the backup to run. Remember the time is set in UTC.
Click the "Save" button to confirm the backup schedule settings.
Upon opening the View schedule runs menu, you can observe the "Triggered On" column to view the timestamps of previous backup runs.
In the backup setting screen, you can adjust the slider (minimum 1, maximum 5, default 3) to specify the number of concurrent users to be processed per account during the backup process.
