Complete the Office 365 Guided Setup for Exchange Online Using the Custom Configuration Option

Complete the Office 365 guided setup using the custom configuration option.

Verify That Ports Are Open

Go to the Office 365 Guided Setup

  1. From the navigation pane, go to Guided setup.

    The Welcome page appears.

  2. On the Protect tab, click Office 365.

    The Office 365 setup appears.

Create a Server Plan That You Can Use for Exchange Online

If you already have a server plan that you can use, you can skip this step.

  • On the Create server backup plan page, specify the settings for a server plan that you can use for the Exchange Online app.



Plan name

  1. Fill in the following plan information:

    1. Choose whether to create a new plan or use a base plan.

    2. If you selected Create a new plan, in the Plan name, enter a name for the server plan.

    3. If you selected Use existing base plan, specify the plan name and select a base plan.

Backup destinations

  1. Click Add copy.

    The Add copy dialog box appears.

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

  3. From the Storage list, select the storage to use for the backups.

    You can use the Air Gap Protect cool storage class for creating secondary copies, but not for creating primary copies.

  4. To specify the start time for backups on a specific date and later, move the Backups On and After toggle key to the right.

  5. For Retention rules, enter the amount of time to retain the backups.

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

  7. Click Save.

  8. To add additional regions to the backup destination, move the Multi-region toggle key to the right, and then select the regions.

    You can also add more regions and associate the storage copy to the region.


  1. For Backup frequency, click Add.

    The Add backup frequency dialog box appears.

    1. From the Backup type list, select the backup type, and from the for list, select All agents or Databases.

    2. Specify the frequency of the backup.

    3. To specify the client time zone, full backup database frequency, or to add exceptions, move the Advanced toggle key to the right, and do the following:

      • From the time zone list, select the time zone according to which the backups must run.

      • If you select incremental or differential backup type for all agents or databases, to modify the full backup frequency of the database, specify a value for Run full backup on databases every option.

      • To add exceptions when the backups must not run, click Exceptions, and then add exceptions for any day of a month or week or schedule an exception for any week of the month.

        Exceptions repeat every week or month according to the selected exception.

  2. To modify the transaction log frequency, or enable disk cache for log backups, in the Run transaction log for databases field, click Edit edit button outline grey/gray pencil.

    • For Transaction log, specify how often to run log backups.

    • To automatically back up the database logs to the MediaAgent cache, move the Advance toggle button to the right and 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 databases: Informix, Microsoft SQL Server on Windows, Oracle, Oracle RAC, and SAP HANA


      The database schedules are available only if the server plan is applicable to database solution and only one transaction log schedule can be added to that specific plan.

  3. For Backup window (if incremental and differential backups are supported for the workload), specify when you want incremental and differential backups to run.

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

Folders to back up

Not applicable

Snapshot options

Not applicable

Database options

Not applicable

Override restrictions

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

Create an Office 365 App for Exchange Online

  • On the Add Office 365 app page, specify the settings for the Exchange Online app that will contain the mailboxes that you want to back up.



Service type

  • Select Exchange Online.


  • Enter a name for the app.

Server plan

  • Select the server plan to use for the mailboxes that you will add to 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 buttonplus_icon.

      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.


        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, select the region that hosts Exchange Online:

    • 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 appropriate region.

  2. For Configuration mode, select Custom configuration (Advanced).

    If you did not manually register the Azure app with Azure AD, you can use the custom configuration toolkit, which automates the registration process.

  3. In the Application ID box, enter the Azure application ID.

  4. In the Application secret box, enter the Azure application secret.

  5. In the Azure directory ID box, enter the Azure directory ID.

  6. For instructions about locating this information, see Create a Microsoft Entra application and service principal that can access resources in the Microsoft documentation.In the Review and confirm the following requirements box,verify and select the checkboxes for the following:

    • The Azure app is authorized from the Azure portal with all the required permissions.
  7. Click Create.

Verify the Connection to the Azure App

If you added an Azure app, under Exchange connection settings, click Verify Connection to verify the connection and update the status of the app.