Use the Express Configuration Option in the Office 365 Guided Setup for Exchange Online

Plan name

1. Enter a name for the server plan.

Click Next.

Backup destinations

1. Click Add.

   The Add backup destination dialog box appears.

2. In Name, enter a name for the backup destination.

3. From the Storage list, select the storage device to store the backups on.

4. For Retention period, enter the amount of time to retain the backups.

5. To specify additional backups, such as weekly full backups, move the Extended retention rules toggle key to the right, and then add rules.

6. Click Save.

RPO

1. For Backup, specify how often and when to run incremental backups.

2. To run full backups, move the Add full backup toggle key to the right, and then specify how often and when to run full backups.

3. For Backup window, specify when you want incremental backups to run.

4. For Full backup window, specify when you want full backups to run.

Folders to back up

1. To back up only some content, in Content to back up, enter the content to back up.

   By default, all content is backed up.

2. To exclude folders or files from the backup, in Exclude - files/folders/patterns, enter the content to exclude.

3. Specify whether to include the system state in backups:

   • To include the system state in all backups, select the Back up system state check box.

   • To include the system state only in full backups, select the Back up system state check box and the Only with full backup check box.

   • To use VSS (Volume Snapshot Service, also called Shadow Copy) to back up the system state, select the Use VSS for system state check box.

Snapshot options

1. Specify how to retain snapshots:

   • To specify a number of jobs to retain on a snapshot copy, select Number of snap recovery points, and then enter the number of jobs to retain.

   • To specify a retention period, select Retention period, and then enter the amount of time to retain the jobs.

2. If you don't want to create backup copies, move the Enable backup copy toggle key to the left to turn it off.

3. For Backup copy frequency, enter how often to run backup copy jobs.

Database options

1. For Log backup RPO, enter how often to run log backups.

2. To use the disk cache of the logs to the MediaAgent for backups, do the following:

   1. Move the Use disk cache for log backups toggle key to the right.

   2. For Commit every, enter how often to commit the logs to the CommServe computer.

      Disk caching of database logs applies to the following agents: Microsoft SQL Server on Windows, Oracle (but not Oracle RAC), and SAP HANA.

Override restrictions

• Leave the Allow plan to be overridden check box cleared.

Service type

• Select Exchange Online.

Name

• Enter a name for the app.

Server plan

• Select the server plan to use for the app.

Infrastructure settings

1. To index, search, and perform analytics operations on backed-up data, for Index Server, select or create an index server.

   To create an index server, complete the following steps:

   1. Click the add button.

      The Create new index server dialog box appears.

   2. In the Index Server name box, enter a name for the index server.

   3. From the Index Server nodes list, select the server to add as a node on the index server.

   4. From the Index cache path box, enter or browse to the cache location.

   5. From the Language list, select the language of the content that this index server will content index:

      • Chinese

      • English

      • Japanese

      During content indexing, text is split into meaningful groups of characters (tokenized). After the text is tokenized, meaningful results are returned when you search the text.

   6. Click Add.

2. From the Access nodes list, select the access nodes to use for the app:

   • For normal availability, select 1 access node.

   • For high availability (which is recommended for the first full backup), select 2 or more access nodes, and then do the following:

     1. In the Shared job results path box, enter the UNC path to the network location that you want to stage backup jobs data in.

        Enter a path that is always accessible to the access nodes.

     2. For Account to access shared path, click Add, and then enter the credentials of an account that has Windows administrative privileges on all the access nodes. All access nodes must belong to the same domain, and the user account must be part of that domain.

        Note

        After you add an app, you can add more access nodes to the app on the Configurations tab of the app page, in the Infrastructure settings section. Before you add access nodes, verify that Office365 package is installed on them.

Exchange connection settings

1. From the Office 365 cloud region list, specify where Exchange Online is hosted:

   • If Exchange Online is not hosted in a national cloud, select Default (Global Service).

   • If Exchange Online is hosted in a national cloud, select the region.

2. For Configuration mode, select Express configuration (Recommended).

3. Enter the Office 365 global administrator account user name and password.

4. Click Create Azure app.

   A Microsoft window displays all the permissions that are required to access the Azure app.

   If the browser pop-up blocker blocks the Microsoft window, allow access to the Microsoft window.

5. At the bottom of the Microsoft window, click Accept.

   The Create app principal dialog box appears.

6. In the Create app principal dialog box, for step 1, click the tenant admin URL.

   A Microsoft page appears.

7. Complete all the steps in the Create app principal dialog box.

8. Click Save.