Edit Organisation Backup Settings

The following steps will help you change the backup contents of a Microsoft 365 Organization Backup.

These settings will need to be confirmed before the first backup is taken.

Opening the Organisation Edit Menu

  1. Go to the Backup for Microsoft 365 page on the Portal.

    • If not already authenticated, please sign in.

  2. Click Manage on the organisation you wish to edit.

    Organisation Card

  3. Click Configure on the Backup Scope card:

    Configure Organisation

Backup Types

An organisation backup can be of two types:

  • Full: Where the whole organisation is being backed up. This is represented by the “organisation” object on the Inclusions screen.

  • Partial: Where only specific objects are being backed up. By default, the whole organisation will be backed up in this mode. You can specify objects that you do not wish to back up in the “Exclusions” tab

Adding Backup Inclusions

  1. In order to start using backup inclusions, you will have to remove (1), or edit (2) the organisation object.

    Backup Inclusions

  2. You can add specific objects (such as users, groups) to the backup by clicking “Add”, choosing a type, and object.

    Object Types

  3. Users and Groups Inclusions can be further edited to only include specific types, by selecting the Object from the list (1), then clicking “Edit” (2).

    Object Inclusions

Adding Backup Exclusions

Backup Exclusions can be used alongside partial or full backups. Excluded objects will be omitted from the backup.

  1. Click on the “Exclusions” tab to view the exclusion options.

  2. Click “Add”, followed by choosing a type, then select which objects to exclude.

  3. Users and Groups Exclusions can be further edited to only exclude specific types, by selecting the Object from the list, then clicking “Edit”

Confirm Configuration

If this is the first time configuring your backup content, click the “Confirm Configuration” button, in order to enable and start the backups of your organisation.