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. 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

Not applicable

Snapshot options

Not applicable

Database options

Not applicable

Override restrictions

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

Determine the Use of Service Account

If you do not want to use Exchange Online service accounts, when you create the Exchange app using the guided setup, for Exchange Connection Settings, enter temporary values that you can delete after you create the app.

If you do not use Exchange Online service accounts, the following are true:

  • Licensed shared mailboxes are marked as user mailboxes.

  • Unlicensed user mailboxes are marked as shared mailboxes.

  • Mailboxes in an on-premises environment are marked as shared mailboxes.

  • Room mailboxes and equipment mailboxes are marked as shared mailboxes.

  • To back up and restore public folders, you must configure a service account that meets the following requirements:

    • Multi-factor authentication must be disabled for the service account.

    • The service account must be an online mailbox or a shared mailbox.

    • The service account must have owner permissions at the root level.

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 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, 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. Click Add an Azure app.

    The connection settings dialog box appears.

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

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

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

    For instructions about locating this information, see Get tenant and app ID values for signing in in the Microsoft documentation.

  7. Click Add.

  8. Click Add a service account.

    The Exchange connection settings dialog box appears.

  9. Enter the email address and password, and then click OK.

  10. In the Review and confirm the following requirements box,verify and select the checkboxes for the following:

    • Multi-Factor Authentication (MFA) is turned off on the service account.

    • The service account has all the required roles and permissions assigned.

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

  11. 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.