Backup settings

Create a new backup schedule

Log in to RecoveryManager Plus as an administrator.
Navigate to the SharePoint & OneDrive tab → Backup Settings.
Click the Create Backup button located in the top-right corner of the screen.
In the Tenant Details section, select the Tenant that contains the SharePoint or OneDrive sites to back it up.
In the Backup Details section, provide a name for the backup schedule.
Select the sites you want to back up by clicking the icon in the Select Sites field or you can import from CSV files by clicking the .
In the pop-up that appears, RecoveryManager Plus provides two views to see the list of sites in your Microsoft 365 tenant: Tree View and List View.

Tree View is the default view, and it provides a hierarchical view of your site and subsites. Select the sites that you want to back up by marking the check box beside the site name. You can also choose to exclude child sites from being backed up by checking the Don't inherit child sites check box. You can also search for particular SharePoint Online and OneDrive for Business sites by their URL or name in the search bar at the top.
List View lists all the sites and subsites alphabetically. You can search for the sites you want to back up by clicking the icon. You can select all the sites by selecting the check box beside the Title text.

Click the Filter by criteria option available at the top right corner of the Select Sites popup to filter sites based on certain conditions.
You can filter based on attributes like Site Title, Site URL, Site Type, Parent Site, or Sites. You can also apply conditions such as Starts with, Ends with, Contains, or Does not contain for the selected attribute. Add more conditions using the icon.

You can also decide the type of the condition (AND/OR) when you have multiple conditions. You can remove the conditions set using the icon.
Click OK when you’ve selected all the sites you want to back up.

If you wish to automate the backup schedule based on certain conditions, enable the Automate Site Selection toggle bar.

Set the conditions based on the options (Site Title, Site URL, Site type, Parent Site, or Sites) in the Automation Settings popup. A schedule will run every day to discover the created, modified, and deleted sites, and these sites will be validated against the condition set. If any of these sites satisfies the conditions, it is automatically added to the selected backup job.
Select the Validate existing sites selection with automation criteria check box to periodically validate the existing sites in this backup schedule against the criteria and add sites that satisfy the criteria and remove sites that don't satisfy the criteria.

In the Scheduler & Repository section, select the desired frequency at which the schedule must run from the options available in the Backup frequency dropdown:

Select the repository in which you wish to store the backups from the Select repository drop-down menu.
In the Retention Period field, enter the number of days/months/years for which SharePoint/OneDrive backups should be stored. Backups older than the specified age will be discarded. If you've set the retention period to 30 days, when the backup schedule runs on day 31, the backups made on day one will be discarded. To learn more about how RecoveryManager Plus processes the retention period, click here.

You can also configure RecoveryManager Plus to store your SharePoint/OneDrive backups forever, in which case backups will not be discarded.

Note: The minimum retention period for SharePoint/OneDrive backups is 30 days.

If you wish to encrypt your backup data, check the Encrypt backup data check box and provide the Encryption key.
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 schedule has been created, you can view the following information:

The name of the schedule in the Backup Name field.
The frequency at which the schedule will run in the Backup Frequency field.
The number of sites that will be backed up by the schedule in the Sites field. Clicking on the number will open a pop-up that lists the sites that will be backed up when the scheduler runs.
The status (Enabled/Disabled) of the automation in the Automation Status field. Clicking on the status will give you a preview of the automation policy set.
The last time the schedule ran in the Last run time field. Clicking on the icon will open the restore tab, displaying all backups made by the scheduler. You can restore sites to any of the backed up versions. For step-by-step instructions on how to restore mailboxes, click here.
The status (success or failure) of the last backup in the Last run status field. Clicking on the View Details link will provide the steps that the product performed and the status of each step. Finding out the step at which the schedule 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:

To edit the backup schedule, click the icon under the Actions column of the corresponding backup schedule.

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

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

Click the icon under the Actions column of the backup schedule that you wish to delete.
In the pop-up that appears, select if you'd just like to delete just the backup schedule or permanently delete all backup data along with the schedule, and click OK.