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


You can complete the Office 365 guided setup using the express configuration option, which automates some configuration steps.

Verify That Ports Are Open

Set DisableCustomAppAuthentication to False

  • On the tenant, run the following SharePoint Online PowerShell command to set DisableCustomAppAuthentication to false:

    set-spotenant -DisableCustomAppAuthentication $false

Disable Multi-Factor Authentication for the Global Administrator Account

  • To use the express configuration option, if multi-factor authentication is enabled for the global administrator account, you must disable it.

    For more information, see "Turn on Modern authentication for your organization" and "Turn off legacy per-user MFA" in Use Conditional Access Policies in the Microsoft documentation.

    After you complete the guided setup, you will enable multi-factor authentication again.

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 SharePoint 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 SharePoint Online app.



Plan name

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

  2. In Plan name, enter a name for the server 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.

    If you selected storage that uses Distributed Storage, the Optimize for instant clone toggle key appears. By default, this setting is turned on to allow the associated Distributed Storage to optimize backups for clones, using Copy Data Management. To turn off the setting, move the Optimize for instant clone toggle key to the left.

    The setting does not apply to HyperScale solutions that use Distributed Storage.

    You can use the MRR cool storage class (Metallic Recover Reserve) 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 or to add exceptions, move the Advanced toggle key to the right.

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

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

        These exceptions will repeat every month.

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

  3. 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, move the Back up system state toggle key to the right.

    • 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 Windows Server's VSS (Volume Shadow Copy Service) to back up the system state, select the Use VSS for system state check box.

Snapshot options

  1. Under Snapshot options, do the following:

    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. Under Database options, do the following:

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

    2. To automatically back up the database logs to the MediaAgent cache, do the following:

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

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

        Disk caching of database logs applies to the following: Informix, Microsoft SQL Server on Windows, Oracle, Oracle RAC, and SAP HANA.

Override restrictions

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

Add an Office 365 App for SharePoint Online

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



Service type

  • Select SharePoint Online.


  • Enter a name for the app.

Server plan

  • Select the server plan to use for sites 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 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.

SharePoint connection settings

  1. From the Office 365 cloud region list, select the region that hosts SharePoint Online:

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

    • If SharePoint 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.

Enable Multi-Factor Authentication for the Global Administrator Account

  • If you disabled multi-factor authentication for the global administrator account, enable it again.