Activating a new backup process varies from account to account. This section details the process of creating new backup accounts for Microsoft Groups & Teams.
| Note: For backing up and recovering your public teams, the CloudAlly backup user will be added to them automatically during the initial backup as an owner - therefore it is recommended to use a dedicated technical user. For backing up and recovering private teams - it is required to manually add the CloudAlly backup user as an owner to them. CloudAlly backup user must be a global admin. It is mandatory to have a licensed user. |
The admin user must have full permission access to read, modify, view, write, search and perform other actions needed to support the backup, restore, and export functions of your data to and from the Microsoft 365 system.
In order to activate individual user backups, your Admin account must have Impersonation and be a member of the Management Group. This is done as follows:
- At your Microsoft 365 dashboard, click on the Admin menu and then click on the Exchange menu
- Go to permissions and double-click on Discovery Management.
- Add the Application Impersonation Role to this roles group.
- Go to permissions and double-click on Organization Management.
- Add the Application Impersonation Role to this roles group.
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Note: If you use multi-factor authentication with Microsoft 365, you will need to use OAuth based authorization (requires a Global Admin account). |
Once Impersonation has been set you can proceed to CloudAlly application for backup activation:
- Sign in to your CloudAlly account or click on the Backups menu item in the Navigation Panel if you are already signed in.
- Click on + Add Backup Task on the Backups page.
The Activate A New Backup page is displayed:
- Click on the Microsoft 365 Groups & Teams The Microsoft Groups & Teams Backup Task Settings screen appears:
- Fill-in the name of the backup task. This name is used in the notifications and reports, and it can be changed later.
- Click on Authenticate to begin the authorization process. You will be redirected to the Microsoft 365 sign-in page. Enter the credentials to sign in to your Microsoft account.
- You will be redirected to the Backup Task page, where you can adjust the settings of the backup.
On this page, you can adjust the backup settings and activate backups for the Microsoft Groups & Teams. Please see the sections below for the detailed procedures.
Click to learn more about Microsoft 365 Groups and Teams
