Create Backup Set

Office 365 Backup allows you to backup your mailbox, OneDrive and Sharepoint files from your Office 365 account.

Requirements

You are strongly recommended to configure or check all the settings below to confirm all the requirements are met before you proceed with the Office 365 backup and restoration:

1. Make sure that the latest version of %edition_name% is installed on your computer with Internet access for connection to your Office 365 account.
2. Upgrade VMware Tools - To avoid unexpected java crash, if the Windows machine is a guest VM hosted on a VMware Host then it is highly recommended that the VMware tools version installed on the guest VM must be 10.0.5 or above.
3. The default Java heap setting 2048M, is sufficient for Office 365 backups based on the default 4 concurrent backup threads.

   The Java heap size should only be increased if the number of current backup threads is increased as more backup threads is expected to consume more memory. But this does not guarantee that the overall backup speed will be faster since there will be an increased chance of throttling.

   As the value of 4 concurrent backup threads is found to be the optimal setting for Office 365 backups, to ensure best backup performance, minimal resource usage, and lowest probability of throttling of CloudBacko Pro backup requests by Microsoft Office 365.

4. The following subscription plans with Office 365 email services are supported to run backup and restore on %edition_name%.

   Office 365 Business	Office 365 Business Essentials
   Office 365 Business Premium	Office 365 Entrprise E1
   Office 365 Entrprise E3	Office 365 Entrprise E4
   Office 365 Entrprise E5	Office 365 Education

5. Make sure your Office 365 subscription with Microsoft is active in order to enjoy all privileges that come along with our backup services. If your account has expired, renew it with Microsoft as soon as possible so that you can continue to enjoy the Office 365 backup services. When your account is expired, depending on your role, certain access restrictions will be applied to your account.

   Refer to the URL below for more details: https://support.office.com/en-us/article/What-happens-to-my-data-and-access-when-my-Office-365-for-business-subscription-ends-4436582f-211a-45ec-b72e-33647f97d8a3#BKMK_TrialEnds

6. Office 365 Permission Requirements - The basic permission required by a user account for authentication of an Office 365 backup set. Should be a member of the Discovery Management security group. The Discovery Management security group must be assigned the following roles:
   • ApplicationImpersonation
   • Legal Hold
   • Mailbox Import Export
   • Mailbox Search
   • Public Folders

   Since Modern Authentication protocol will be used starting with CloudBacko v4.1.4.0, the Office 365 account used for authentication must be a Global Administrator. This is to ensure that the authorization configuration requirements will be fulfilled (e.g. connect to Microsoft Azure AD to obtain the App Access Token).

   Assigning Global Administrator Role to Accounts

   1. Open https://www.office.com
   2. Login to the Office 365 as an account administrator.
   3. Click the App launcher in the upper left side then click Admin to go to the Microsoft 365 admin center.
   4. In the Microsoft 365 admin center, on the left panel click Users. Find the user you want to assign the Global Administrator role and select Manage roles link.
   5. In the Mange roles window, select Admin center access then check the box beside Global admin. Click Save Changes to save the role you assigned.
7. Data Synchronization Check (DSC) Setup - To compensate for the significant backup performance increase, there is a tradeoff made by the Change Key API, which skips the checking of de-selected files in the backup source, which over time can result in a discrepancy between the items or files/folders selected in the backup sources and those in the backup destination(s).

   To overcome this, it is necessary in some cases to run a Data Synchronization Check (DSC) periodically, so that it will synchronize the data in the backup source and backup destination(s) to avoid data build-up and free up storage quota.

	Enabled	Disabled
Backup Time	Since data synchronization check is enabled, it will only run on the set interval. For example, the default number of interval is 60 days The backup time for the data synchronization job will take longer than the usual backup as it is checking the de-selected files and/or folders in the backup source and data in the backup destination(s)	As data synchronization check is disabled, the backup time will not be affected.
Storage	Management of storage quota will be more efficient as it will detect items that are de-selected and move it to retention and will be removed after it exceeds the retention policy freeing up the storage quota.	Management of storage quota will be less efficient even though files and/or folders are already de-selected from the backup source, these files will remain in the data area of backup destination(s).

8. Authentication - To comply with Microsoft’s product roadmap for Office 365, from %edition_name% v4.1.4.0 or above, Basic Authentication (Authentication using Office 365 login credentials) will no longer be utilized. Instead all new Office 365 backup sets created will use either Modern Authentication or Hybrid Authentication.
   
   By second half of 2021, it will be a mandatory requirement for organizations still using Basic Authentication or Hybrid Authentication to migrate to Modern Authentication.
   
   Modern Authentication provides a more secure user authentication by using app token for authentication aside from using the Office 365 login credentials. In order to use Modern Authentication, the Office 365 account is registered under Global region and the Office 365 backup is configured to use Global region. As both Germany and China region do not support Modern Authentication.
   
   Existing backup sets using Basic Authentication created prior to %edition_name% v4.1.4.0 can be migrated to Hybrid Authentication or Modern Authentication. However, once the authentication process is completed, the authentication can never be reverted back to Basic Authentication. For more information on how to migrate to Hybrid Authentication or Modern Authentication please refer to this link Migrating Authentication of Office 365 Backup Set. After the upgrade to %edition_name% v4.1.4.0 or above, the backup and restore process of existing Office 365 backup sets still using Basic Authentication will not be affected during this transition period since Modern Authentication is not yet enforced by Microsoft.
   
   In order to migrate existing backup sets to Hybrid Authentication or Modern Authentication there are two (2) methods:
   
   • The first method is the Office 365 account used for the backup set is assigned the Global Admin role.
   • The second method is the Office 365 account used for the backup set is an ordinary account. When changing the settings of the backup set, the user can ask an Office 365 Global Admin account to login their credentials first to authorize the migration of authentication. This is only required in migrating from Basic Authentication to Modern Authentication. This only needs to be done once per backup set.
   !

   Please note that Modern Authentication with enabled security in Azure Active Directory (AD) will be made default if there is zero-usage on any Office 365 organization by October 2020.

   
   To check the current authentication being used in your Office 365 backup set, see criteria below:
   
   • Basic Authentication - If you click on the backup set and the following pop up message is displayed, then the backup set is using Basic Authentication.
   • Modern Authentication
   1. Go to Backup Sets > backup set name > General > Change settings.
   2. In the Office 365 credentials page, the region is Global and the Username exists but has no password, then the backup set is using Modern Authentication.
   • Hybrid Authentication
   1. There is no pop up authentication alert.
   2. In the Office 365 credentials page, the region is Global and there is a Username and Account password then the backup set is using Hybrid Authentication.

Supported Services

These are the supported services of Office 365 Backup module

These are the supported Outlook Mailbox types of Office 365

These are the supported items that you can back up and restore from an Outlook Mailbox

These are the supported items that you can back up and restore from OneDrive

These are the supported SharePoint items that you can back up and restore from an Office 365 backup set

These are the supported SharePoint Site Collections template that you can back up and restore from an Office 365 backup set

These are the supported Site Column Type that you can back up and restore from an Office 365 backup set

These are the supported Items that you can back up and restore from the Public Folder of an Office 365 backup set.

Supported Backup Source

Below is the supported backup source for Office 365 Backup and Restore.

1. Mailbox Level: Outlook, OneDrive and Personal Site.
2. Folder Level: Inbox, Drafts, Sent Items, Deleted Items, Archive, Calendar, Contacts, Junk Email, Notes and Tasks.

Limitation

1. For restoration of Office 365 backup set to alternate location, there is some limitation:
   • Only administrator account or user account with administrative authority can restore backup mailbox items to an alternate location.
   • If you are trying to restore item(s) from one mailbox to an alternate location mailbox, %edition_name% will restore the item(s) to their respective destination folder(s) with the same name of the original folder(s).
     Example: Item from "Inbox" folder of Mailbox-A will be restored to the "Inbox" folder of the alternate location Mailbox-B; Item from "Drafts" folder of Mailbox-A will be restored to the "Drafts" folder of the alternate location Mailbox-B.
     
   • If you are trying to restore item(s) from several mailboxes to an alternate location mailbox, %edition_name% will restore the item(s) to their respective destination folder(s) with the same name of the original folder(s).
     Example: Item from "Inbox" folder of Mailbox-A and Mailbox-B will be restored to the "Inbox" folder of the alternate location Mailbox-C.
     
   • Restore of public folder item(s) to an alternate location mailbox is not supported.
     Example: Restore of public folder items from Mailbox-A to alternate location Mailbox-B is not supported.
     
2. Restore of mailbox items or public folder items is only supported if the according mailbox or public folder exists.
3. If you are trying to restore the mailbox item to a destination mailbox which has a different language setting than the original mailbox, %edition_name% will restore mailbox item(s) to their respective destination folder based on the translation listed below. For folders such as ‘Calendar’ or ‘Notes’, a new folder ‘Calendar’ or ‘Notes’ will be created.

   Backup source (English)	Action	Destination mailbox with Chinese as default language settings
   Inbox	Merge	收件箱
   Outbox	Merge	寄件匣
   Sent Items	Merge	寄件備份
   Deleted Items	Merge	刪除的郵件
   Drafts	Merge	草稿
   Junk E-Mail	Merge	垃圾電郵
   Calendar	Create new folder	Calendar
   Notes	Create new folder	Notes

4. Modern Authentication is only supported for Office 365 account that is registered in Global region and the Office 365 backup is configured to use Global region.
5. Backup sets using Modern Authentication cannot backup .aspx version file.
6. Due to limitations in Microsoft API, when using Modern Authentication, backup and restore of SharePoint Web Parts and Metadata are not fully supported.
7. Backup sets using Modern Authentication does not support restore of some list settings, currently known as Survey Options on survey list.

Best Practices and Recommendation

The following are some best practices and recommendation we strongly recommend you follow before you start any Office 365 backup and restore.

1. Temporary directory folder is used by %edition_name% for storing backup set index files and any incremental or differential backup files generated during a backup job. To ensure optimal backup/restoration performance, it is recommended that the temporary directory folder is set to a local drive with sufficient free disk space.
2. Performance Recommendation - Consider the following best practices for optimized performance of the backup operations:
   • Enable schedule backup jobs when system activity is low to achieve the best possible performance.
   • Perform test restores periodically to ensure your backup is set up and performed properly. Performing recovery test can also help identify potential issues or gaps in your recovery plan. It's important that you do not try to make the test easier, as the objective of a successful test is not to demonstrate that everything is flawless. There might be flaws identified in the plan throughout the test and it is important to identify those flaws.
3. Set Backup Destination - After creating the backup set, remember to set the backup destination if you want the backup destination to be Local/Mapped Drive/Network Drive/Removable Drive.
4. Backup Destination - To provide maximum data protection and flexible restore options, it is recommended to configure:
   • At least one offsite or cloud destination
   • At least one local destination for fast recovery
5. Periodic Backup Schedule - The periodic backup schedule should be reviewed regularly to ensure that the interval is sufficient to handle the data volume on the machine. Over time, data usage pattern may change on a production server, e.g. the number of new files created, the number of files which are updated/deleted, and new users may be added etc.
6. Authentication - Although Microsoft has moved the enforcement date for Modern Authentication from end of 2020 to the second half of 2021, since this new authentication is already available starting with %edition_name% v4.1.4.0 or above, it is recommended that backup sets are migrated to Modern Authentication. All newly created Office 365 backup sets on %edition_name% v4.1.4.0 or above automatically use Modern Authentication.
   
   However, due to the current limitation with Microsoft API, Modern Authentication is currently not suitable for backup sets with Personal Sites and/or SharePoint Sites selected. As a temporary workaround for Office 365 backup sets which require backup of Personal Sites and/or SharePoint Sites selected should be migrated to Hybrid Authentication until the issue has been resolved by Microsoft.
7. Large number of Office 365 users to Backup - It is recommended to divide the users into multiple backup sets. A single Office 365 backup set should not contain more than 2,000 Office 365 users. That is assuming that only small incremental daily changes will be made on the CloudBacko Pro backup set. By splitting up all the users into separate backup sets, the more backup sets, the faster the backup process can achieve.
8. Concurrent Backup Thread - The value of 4 concurrent backup threads is found to be the optimal setting for Office 365 backups, to ensure best backup performance, minimal resource usage, and lowest probability of throttling of CloudBacko Pro backup requests by Microsoft Office 365.
9. Backup Source - For Office 365 backup sets there are two approaches for backup source selection.
   1. All Office 365 Users - If you tick the “Users” checkbox, all of the sub Office 365 user accounts will automatically be selected.
   2. Selective Office 365 User - If you tick selective Office 365 user accounts, you will notice that the “Users” checkbox is highlighted with gray color. This indicates that not all the users are selected.

Creating an Office 365 Backup Set

To create a backup set with Modern Authentication :

1. Enter a backup set name.
2. Select the backup set type.
3. Leave Username and Password blank.
4. Select correct region, e.g.: Global.
5. Click the [Test] button.
6. Click [I understand the limitation and confirm to proceed] button.
7. Click the [Authorize] button to start the authentication process.
8. Sign in to your Microsoft account.
9. If MFA is enforced for the Office 365 user account used to authenticate the backup set, enter the code and click [Verify]

Note: The verfication code is only required if the MFA status of an Office 365 account is enforced.

10. Copy the authorization code.
11. Go back to %edition_name% and paste the authorization code then click the [OK] button to proceed.
12. The confirmation message Test completed successfully will be shown when %edition_name% is connected to the Office 365 account successfully.

To create a backup set with Hybrid Authentication with MFA not enforced:

1. Enter a backup set name.
2. Select the backup set type.
3. Enter the login details of your Office 365 account.
4. Enter Username and Account password.
5. Select correct region, e.g.: Global.
6. Click the [Test] button.
7. Click the [Authorize] button to start the authentication process.
8. Sign in to your Microsoft account.
9. Copy the authorization code.
10. Go back to %edition_name% and paste the authorization code then click the [OK] button to proceed.
11. The confirmation message Test completed successfully will be shown when %edition_name% is connected to the Office 365 account successfully.

To create a backup set with Hybrid Authentication with MFA enforced:

1. Enter a backup set name.
2. Select the backup set type.
3. Enter the login details of your Office 365 account.
4. Enter Username, Account password, and App password.
5. Select correct region, e.g.: Global.
6. Click the [Test] button.
7. Enter code sent to your mobile device then click the [Verify] button.
8. Option: Click the [Use another method to authenticate] link to select between Text or Call.
• If Text is selected, enter code sent to your mobile device.
• If Call is selected, you will receive a call from a third-party app. From there follow the instructions to proceed with the authentication.
9. Click the [Authorize] button to start the authentication process.
10. Sign in to your Microsoft account.
11. Enter the code and click the [Verify] button.
12. Copy the authorization code.
13. Go back to %edition_name% and paste the authorization code then click the [OK] button to proceed.
14. The confirmation message Test completed successfully will be shown when %edition_name% is connected to the Office 365 account successfully.