Step by Step Procedure to Perform Office 365 Backup
If your tool is not activated, then see the activation steps here. Activation Steps
The Tool provides the FAQ section in the "Activate" window itself. You can also click on "Help" button to view more details.
Once activated, you will get this screen in the "Setup" tab to select Source & Destination for backup.
You can also apply the number of users for concurrent backup. To do this, go to "Settings" tab.
Select “Office 365” as a source platform and “Outlook” as destination platform.
The tool does not require Outlook installation on your system. The destination simply signifies that the backup format is set to "PST".
In the same screen, select the categories that you want to backup from Office 365 under the Workload selection.
You have the option to proceed with a single workload too. That means Emails.
Documents.
Contacts.
Calendars can all be selected individually.
Using the Date-Range Filter option you can perform the date based selective backup of the mailbox data. Click on Next.
The emails, contacts and calendars are stored in the PST file, while the documents (docs, slides, sheets, drawings) are downloaded to your local computer.
Now in the Source Office 365 window, enter Admin Email Id for the validation of the source platform. Also, provide the Application Id created during project creation. See how to create project for Office 365. Office 365 Project Creation Settings
Once you, type Admin Email Id and Application Id press the Validate button on your right hand side.
After validating, the permissions will be granted to the source user. Click on Next.
Note: The permissions that are granted depend upon the workload you select.
Destination screen:
Now, browse the backup folder path to set the destination where PST file will be saved.
Make sure that the folder path is within 20 characters. Then press Validate
From the dropdown menu, select your PST file size preference. (By Default The Value is 40 GB.)
This value specifies a maximum size limit for each resultant PST file(s).
- For example, if you have 11 GB of data to backup and you have selected a 10 GB PST size. Then the software will create 2 PST files, one with 10 GB and another with the remaining 1 GB of data.
- As long as the exported data (11 GB), is less than the partition size (20, 30, or 40 GB), you will get a single PST file of original size.
- If you have large mailbox data to export (let’s say 200 GB), and if you select the 40 GB partition size. The tool will automatically split the data and create five separate 40 GB PST files (5 * 40 = 200 GB).
On the Users screen, there are several ways in which you can add users from the source account that needs to be processed.
- Fetch Users
- Import Users
- Download Template:
Fetch automatically gets all Users from Source domain
Import a premade CSV file containing user list.
Download option provides you with a template for creating your own CSV file.
Mark the check box nex to a user to select it, set priority to critical users, toggle the show selected button and Click on Validate to authorize selected user source account(s).
Once the users are validated, click on "OK" button.
After the validation is successfully completed, click on Start Backup button from the ribbon bar to start the backup process.
The software will check your license and provide details. Click "Start" to finally start the backup.
Press ok on next window to confirm.
After successful backup, click on Download Report
- Summary Report - The summary report downloads a single report displaying all the user accounts alongwith backup details of emails, contacts, calendars and documents.
- Detailed Report - The detailed report downloads individual reports of all/selected G Suite user accounts with their backup details.
Re-Run Backup option is also provided in order to perform the backup again.
- Retry Failed Items: To backup the data which didn't download.
- Re-Run Full Backup: To perform the entire backup process again.
- Delta Backup: To backup the newly arrived data without duplication.
Check the Folder location where the data gets backed up.
Each users have their own folder. Within that folder the data is organised in the following manner.
- The Email/Contacts/Calendars/ are all present in a single PST file.
- A Documents Folder containing the OneDrive data is present
- Inside the Documents folder you get all the OneDrive data in its Original format.
Step by Step Procedure to Perform Office 365 Restore
In the same screen, select the Categories that you want to restore from Outlook under the Workload selection.
Using the Date-Range Filter option you can perform the date based selective restoration of the mailbox data. Click on Next.
You will now come to Source screen where you have to select the folder path where the Outlook PST files are stored.
You will need to put PST files in the folders (created with the name of target O365 email IDs) .
And then select the folder where you have kept the PST files as the "Backup Folder Path".
After selecting the path, click on "Validate" button to validate permissions.
Now you will come to destination screen where you need to enter Admin Office 365 Email and Application ID and validate the permissions. Steps to Get Application ID
Once Validation completes press Next
On the Users screen, there are several ways in which you can add users from the source account that needs to be processed.
Fetch Users: Tool fetches the folders name from given source location and shows them as source users name.
Import Users: This will import users through CSV.
Download Template: In this option, you can download a CSV template in which you can add source and destination users manually.
The list of users is displayed on the screen.
You can select users based on the Priority and view the Selected Users only.
After the validation is successfully completed it will show against the Destination permissions. Click on Start Restore after that.
Users can also Stop Restore if required while the restore is In Progress.
After completion of migration, click on the Download Report button to generate the detailed migration report.
The tool provides two options for downloading the reports:
Summary Report: The summary report will be a single .csv file containing migration reports of all the selected users for migration.
Detailed Report: Here, you get the option to save the detailed migration report of the mailboxes you want to. Select the mailbox and click on Download button.
Re-Run Restore option is also provided in order to perform the restore again.
- Retry Failed Items: To restore the items that were failed during the process.
- Re-Run Full Restore: To perform the entire restore process again.
- Delta Restore: To restore data from a new Outlook data file into the account.
