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

Updated

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

Verify That Ports Are Open

Go 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.

Set DisableCustomAppAuthentication to False

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

    set-spotenant -DisableCustomAppAuthentication $false

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.

Settings

Steps

Plan name

  • Enter a name for the server plan.

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 to use for the backups.

    If you selected storage that uses Distributed Storages, 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.

  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 frequency, 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: Informix, Microsoft SQL Server on Windows, Oracle, Oracle RAC, and SAP HANA.

Override restrictions

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

Create 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.

Settings

Steps

Service type

  • Select SharePoint Online.

Name

  • Enter a name for the app.

Server plan

  • Select the server plan to use for the 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 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.

        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 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 Site URL box, enter the URL for the tenant admin site.

    For example, enter https://office_365_tenant_prefix-admin.sharepoint.com.

  4. Click Add an Azure app.

    The SharePoint connection settings dialog box appears.

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

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

  7. 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.

  8. Click Add.

  9. Click Add a SharePoint service account.

    The SharePoint connection settings dialog box appears.

  10. Enter the service account email address and password, and then click Add.

  11. Click Create.