3. Creating an Office 365 Backup Set
4. Overview of Office 365 Backup Process
6. Restoring Office 365 Backup Set
Appendix A: Example Scenarios for Office 365 License Requirement and Usage
Appendix B: Example Setting for Java Heap Size
Appendix C: Example Scenarios for Restore Filter
Appendix D: Setting Multi-Factor Authentication (MFA) in Microsoft 365 Admin Center
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To achieve the optimal performance when CloudBacko Pro is running on your machine, refer to the following article for the list of hardware requirements.
CloudBacko Pro's Hardware Requirement List
Make sure the operating system where you have the Office 365 installed is compatible with the CloudBacko Pro. Refer to the following article for the list of compatible operating systems and application versions.
CloudBacko Pro's Software Compatibility List
For agent-based backup and restore, make sure that the latest version of CloudBacko Pro is installed on your computer with Internet access for connection to your Office 365 account.
User should also stay up-to-date when newer version of CloudBacko Pro is released. To get our latest product and company news through email, please Follow us on Facebook.
To optimize performance of CloudBacko Pro on Windows, you need to avoid conflict with your antivirus software.
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.
Below is the warning message that will be displayed if the version of the VMware Tools is less than 10.0.5.
CloudBacko Pro licenses are calculated on a per device basis:
i. To backup users with one (1) backup client computer
Example: If one CloudBacko Pro is installed then, one CloudBacko Pro license is required.
ii. To backup users with multiple backup client computers, the number of CloudBacko Pro licenses required is equal to the number of devices.
Example: If there are ten (10) users to be backed-up with three (3) backup client computers, then 3 CloudBacko Pro licenses are required
Make sure that enough Office 365 Backup modules have been purchased in your CloudBacko Pro license to cover the backup of your users.
The licenses for the Office 365 module are calculated by the number of unique Office 365 accounts.
If you are trying to backup SharePoint Sites under the Site Collections and/or files or folders under Public Folder, only one Office 365 license module is required.
However, if you are trying to backup Items from Outlook, Items from OneDrive, Personal Sites under Users, the Office 365 license count will be calculated based on the number of the user account selected.
A licensed Exchange Administrator or a licensed user with Public Folder permission is required otherwise you will not be able to access the public folder to select items and for backup or restore.
To be able to backup Personal Sites and/or SharePoint Sites, ensure that you use Hybrid Authentication when creating a backup set. 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 backup and restore of SharePoint metadata are not fully supported.
The default Java setting heap 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 Ahsay backup requests by Microsoft Office 365.
For more detailed information on how to change the Java heap size, please refer to here.
The following subscription plans with Office 365 email services are supported to run backup and restore on CloudBacko Pro.
| Office 365 Business | Office 365 Business Essentials |
| Office 365 Business Premium | Office 365 Enterprise E1 |
| Office 365 Enterprise E3 | Office 365 Enterprise E4 |
| Office 365 Enterprise E5 | Office 365 Education |
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 enjoy the Office 365 backup services provided by CloudBacko.
When your account is expired, depending on your role, certain access restrictions will be applied to your account. Refer to this URL for more details: Microsoft Office 365 Subscription Status
When restoring data of Office 365 user, the account which the data will be restored to requires valid license(s):
The basic permissions required by an Office user account for authentication of an Office 365 backup set is as follows:
The Office 365 account used for authentication must have Global Admin Role, since Modern Authentication will be used. 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).
The Term Store Administrator Role may be required for backup and restore of SharePoint items.
The Discovery Management security group must be assigned the following roles:
To assign the Global Admin role to accounts, follow the steps below:
i. Click the App launcher in the upper left side then click Admin to go to the Microsoft 365 admin center.
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ii. In the Microsoft 365 admin center, on the left panel click Users. Find the user you want to assign the Global Admin role and select Manage roles.
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iii. In the Manage roles window, select Admin center access then check the box beside Global admin. Click Save Changes to save the role you assigned.
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To add Term Store Administrator role to the Office 365 user account used to authenticate the Office 365 backup set.
i. In the SharePoint admin center, under Content services, click Term store.
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ii. In the tree view pane on the left, select the Taxonomy.
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iii. In the Term store page, for Admins, select Edit. The Edit term store admins panel appears.
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iv. Enter the names or email addresses of the Office 365 user who you want to add as term store admins. Select Save.
This permission allows users added under the Members section of the Discovery Management group (refer to 2.12.4 for setup) to back up and/or restore user item(s) not only for their own account, but also the accounts of other users in the same Members section.
i. Open https://outlook.office365.com/ecp
ii. Log in to the Office 365 as an account administrator.
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iii. Select the permissions menu on the left, then double click on Discovery Management on the right.
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iv. Click the + icon under the Roles section. These are the following roles:
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v. Click Save to confirm and exit the setting.
i. Open https://outlook.office365.com/ecp
ii. Log in to the Office 365 as an account administrator.
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iii. Select the permissions menu on the left, then double click on Discovery Management on the right.
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iv. You can now add users to this group. Click the + icon under the Members section.
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v. Look for the username(s) of the account that you would like to add permission for, then click add > OK to add the corresponding user(s) to the permission group.
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vi. Click Save to confirm and exit the setting.
To successfully restore all share link types to alternate location of the same organization in Office 365, follow the settings below:
i. Go to the alternate Site > in the left pane, select Site Contents > Site Settings
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ii. Go to Site Collection features
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iii. Deactivate “Limited-Access user permission lockdown mode” feature
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i. Go to your Microsoft 365 Admin Center > All admin centers > in the right pane select SharePoint
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ii. Go to Sharing
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If using Classic sites view, go to Policies > Sharing.
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iii. Under Sharing outside your organization, select “Allow sharing only with the external users that already exist in your organization’s directory” and click OK.
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If using Classic sites view, under External sharing the button must be in line with “Existing guests” and click Save.
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