Step 1. Open the cloud backup tool and click on the Microsoft 365 option. Backp Microsoft 365

Step 2. Provide a new Project Name and a Job Name. Then, click Next. Backp Microsoft 365

Note: Click Yes, when the tool asks to create the project.

Step 3. Input the target Microsoft 365 account admin credentials and click Next. The tool will ask to save the credentials, click Yes to save them. Backp Microsoft 365

Note: To add mailboxes using a CSV file, do this:
  • Click on the Download Sample button. A CSV file will be downloaded. Add the email address of the users whose data you want to back up in the CSV file and save the changes. Then, go back to the tool.
  • Click on the Import O365 Users button and upload the CSV file you modified in the last step.

Step 4. Select the Office 365 Mailbox Backup option and click OK.

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Step 5. Select the mailboxes that you need to back up and click Next.

Note: To download a CSV file containing the email addresses of the selected users, click Download Selected Users. You can upload this CSV file in Step 3 to automate the mailbox selection process in future backup jobs.
Backp Microsoft 365

Step 6. Review the selected mailboxes. Click on the + (plus) icon to expand a mailbox and view the folders present in it. Click Next to proceed.

Backp Microsoft 365
Note: For selective folder backup, expand the mailbox by clicking on the + (plus) icon, select the folders for backup, and click Next.
Backp Microsoft 365

Step 7. Apply the following filters:

  • Date Filters: Back up emails that are sent or received within a specific time period.
  • Item Filters: Backup specific item types.
  • Other Filters: Skip non-critical folders and save the backup in a new folder.

Additionally, you can skip the items that are already backed up in a previous backup job. Then, click Next to proceed.

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Step 8. Choose to save the backup to the local drive or the cloud. Then, select the output file type. Click Browse (for local drive or NAS) and specify where to save the output file. Finally, click Next.

Backp Microsoft 365
Note: In case the destination is a cloud environment (Amazon S3 or Azure Blob Storage), click on Add New Connection to add the destination cloud account.
Backp Microsoft 365

Step 9. To execute the backup job instantly, select Execute Immediate and click Next.

Backp Microsoft 365
Note: To schedule backup, select Schedule, click Change Schedule, and configure the timing. Then, click OK to save the schedule.
Backp Microsoft 365

Step 10. The backup is running with the job status shown as Processing.

Backp Microsoft 365

Step 11. You can manage the backup jobs with these options:

  • Add Job: Create and run new jobs under the current project.
  • Remove Job: Delete the selected job from the project.
  • Start Job: Start the selected job.
  • Pause: Temporarily stop the selected job.
  • Stop Job: Terminate the selected job.
  • Refresh: Update the status of the selected job.
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Step 12. The backup job is successfully completed.

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Step 13. To view the report of the backup job, click Backup Report, select the session, and click View Session Details.

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Step 14. Select the report and click View Details.

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Step 15. To save the report to your system, click Save Report to CSV, specify a saving location, and click Save.

Backp Microsoft 365

Step 4. Select the Office 365 OneDrive Backup option and click OK.

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Step 5. Select the OneDrive users that you need to back up and click Next. You can also search and add specific users.

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Note: To download a CSV file containing the usernames (email address) of the selected users, click Download Selected Users. You can upload this CSV file in Step 3 to automate the user selection process in future backup jobs.

Step 6. Review the selected users. Click on the + (plus) icon to expand the OneDrive folder and view the folders present in it. Click Next to proceed with the backup.

Backp Microsoft 365
Note: For selective folder backup, expand the user’s OneDrive folder by clicking on the + (plus) icon, select the folders for backup, and click Next.
Backp Microsoft 365

Step 7. Apply the following filters:

  • Date Filters: Back up data created within a specified start and end date.
  • File Filters: Back up specific file formats using the file extensions.
  • Version Filters: Choose to back up all versions or only the most recent versions of a file.
  • Additionally, you can skip the items that are already backed up in a previous backup job.

Finally, click Next.

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Step 8. Choose to save the backup to the local drive or the cloud, specify the saving location, and click Next.

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Step 9. To execute the backup job instantly, select Execute Immediate and click Next.

Backp Microsoft 365
Note: To schedule backup, select Schedule, click Change Schedule, and configure the timing. Then, click OK to save the schedule.
Backp Microsoft 365

Step 10. The backup is running with the job status shown as Processing.

Backp Microsoft 365

Step 11. You can manage the backup jobs with these options:

  • Add Job: Create and run new jobs under the current project.
  • Remove Job: Delete the selected job from the project.
  • Start Job: Start the selected job.
  • Pause: Temporarily stop the selected job.
  • Stop Job: Terminate the selected job.
  • Refresh: Update the status of the selected job.
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Step 12. The backup job is successfully completed.

Backp Microsoft 365

Step 13. To view the report of the backup job, click Backup Report, select the session, and click View Session Details.

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Step 14. Select the report and click View Details.

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Step 15. To save the report to your system, click Save Report to CSV, specify a saving location, and click Save.

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