Create an Office 365 Plan for OneDrive for Business

Create an Office 365 plan for OneDrive for Business. The Office 365 plan specifies which users and user groups are backed up, how long the data is retained, and which user and user groups are content indexed.

You will assign the Office 365 plan to the users and user groups that you add to the OneDrive for Business app.

If some users and user groups have different backup requirements, you can create additional Office 365 plans for OneDrive for Business.


  1. From the navigation pane, go to Manage > Plans.

    The Plans page appears.

  2. In the upper-right area of the page, click Create plan, and then select Office 365.

    The Create Office 365 plan dialog box appears.

  3. In the Plan name box, enter a name for the plan.

  4. Under Retention settings, specify how long to retain the data:

    • To retain for an unlimited time, select Retain indefinitely.

    • To retain for a limited time, select Retain deleted items for, and then specify the amount of time.

  5. To enable search on files, under Search settings, move the Content search toggle key to the right.

  6. Click Save.

What to Do Next

To include or exclude specific files and folders in your backup, edit the Office 365 plan. From the plan page, in the OneDrive tile, click Edit. Create folder filters and file filters as per your backup requirements.

You can use regular expressions or wildcards to back up files and folders by their names. For example, you can use a regular expression to back up all folders and files that contain "sales" in their names, such as, "*sales*" and "SalesQ3".