Backup settings

This section lists the steps to create backup schedules and automation policies for your Exchange mailboxes.

• Create a new backup schedule
• Create a new automation policy

Create a new backup schedule for your Exchange organization

• Log in to RecoveryManager Plus as an administrator.
• Navigate to Exchange tab → Backup Settings.
• Select On-Premises in the Exchange Type drop-down.
• Click on the Create Backup button located at the top-right corner of the screen.
• If you’ve configured multiple Exchange organizations, choose the organization for which you wish to create a backup schedule from the Exchange Organization drop-down box.
• Provide a name for the backup schedule.
• Select the mailboxes that you wish to back up by clicking the icon in the Select Mailboxes field.
• In the pop-up that appears, use the Mailbox View drop-down box located at the top-left to limit the mailboxes that are shown. The different views available are:
• All – This view shows all mailboxes in the selected Exchange organization.
• Managed – This view shows the mailboxes that are licensed for RecoveryManager Plus.
• Unmanaged – This view shows the mailboxes that are not licensed for RecoveryManager Plus.

Note: You can configure a mailbox for backup irrespective of whether the mailbox is licensed or not but the backup of unlicensed mailboxes will fail. Make sure that all mailboxes selected for backup are licensed.

• You can select all the mailboxes by selecting the check-box adjacent to the Display Name text. To search for individual mailboxes, use the icon.
• After you’ve selected all mailboxes that you wish to backup, click OK.
• Select the mailboxes folders that you do not want to be backed up from the Mailbox Folders to Exclude drop-down.
• Select the desired frequency at which the schedule must run from the options available.
• Daily - Scheduler will run once every day at the scheduled time.
• Weekly - Scheduler will run once every week on the specified day and time.
• Monthly – Scheduler will run once a month on the specified date and time.
• Select the repository in which you wish to store the backups from the drop-down box.
• In the Item-level retention field, enter the number of days/months/years for which Exchange backups should be stored. Backups older than the specified age will be discarded. If you've set the Item-level retention to be 30 days, when the backup schedule runs on the 31st day, the backups taken on the first day will be discarded. To learn more about how RecoveryManager Plus processes Item-level retention, click here. You can also configure RecoveryManager Plus to store your Exchange backups forever, in which case backups will not be discarded.

Note: Minimum Item-level retention for Exchange backups is 30 days.

• When backed up items exceed their Item-level retention, you can export them to a PST file before deleting them by selecting the Enable archive settings option.
• If you have enabled archive settings, provide the location where you wish to store the PST from the dropdown box.
• If you wish to add an additional layer of security for your PST, select Secure archived PST with a password and provide a password.

• Click Save to save the scheduler and the backup will run at the specified time.
• Click Save & Run to save the scheduler and trigger the first backup process immediately.
• Click Cancel to exit the configuration screen.

Once a scheduler has been created, you can view the following information.

• The name of the scheduler in the Backup Name field.
• The frequency at which the scheduler will be run in the Backup Frequency field.
• The number of mailboxes that will be backed up by the scheduler in the No. of Mailboxes field. Clicking on the number will open a pop-up that will list the mailboxes that will be backed up when the scheduler runs.
• The Item-level retention set.
• The last time the scheduler ran. Clicking on the icon will open the restore tab displaying all backups made by the scheduler. You can restore mailboxes to any of the backed up version. For step-by-step instructions on how to restore mailboxes, click here.
• The status (success/failure) of the last backup. Clicking on the View Details link will provide the list of steps that the product performed and the status of each step. Finding out the step at which the scheduler failed will assist in troubleshooting any issue that the product might encounter.

Once you’ve configured a backup schedule, you can perform the following actions.

• Edit the backup schedule
• Enable/disable the backup schedule
• Manually trigger a backup
• Delete the backup schedule

Edit the backup schedule

To edit the backup schedule click on the  icon under the Action column of the corresponding backup schedule,

Enable/disable the backup schedule

Click the  /  icon under the Action column of the backup schedule that you wish to enable/disable.

Manually trigger a backup

Click the icon under the Action column of the backup schedule to trigger a backup.

Delete the backup schedule

Click the  icon under the Action column of the backup schedule that you wish to delete.

Create a new automation policy for your Exchange organization

• Click the Exchange tab.
• Choose On-premise from the Exchange type drop-down.
• From the left pane choose Backup settings.
• Click Automation policy on the top-right corner.
• A page with the display of all existing automation policies and their details will appear.
• To create a new automation policy, click Create automation policy on the top-right corner.
• In the page that appears, configure the settings for the automation policy with the help of the labels.
  • Policy name: Enter a name and description (optional) for the automation process.
  • Associated backup job: Select the Backup job to be associated with your automation policy.
  • Criteria: Choose the filters conditions based on the options (display name, email, recipient type, group).
• Finally, click Save.

Once you’ve configured the automation policy, you can perform the following actions:

• Edit the automation policy
• Enable or disable the automation policy
• Delete the automation policy

Editing the automation policy:

To edit the automation policy, click the icon under the Action column of the corresponding automation policy.

Enabling or disabling the automation policy:

Click the / icon under the Action column of the automation policy that you wish to enable or disable.

Deleting the automation policy:

Click the icon under the Action column of the automation policy that you wish to delete.