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Creating Backups

How to create manual configuration backups

backupmanualconfigurationsnapshot

Creating Backups

Create on-demand backups of your Microsoft 365 configurations for disaster recovery, change management, and compliance documentation.

Starting a Backup

  1. Go to Backup in the sidebar
  2. Click Create Backup
  3. The backup wizard opens

Backup Configuration

Step 1: Backup Type

Select the type of backup:

TypeDescriptionUse Case
FullAll supported configurationsFirst backup, disaster recovery
SelectiveChosen resource typesTargeted backup
IncrementalChanges since last fullRegular maintenance

Step 2: Resource Selection

For selective backups, choose resources:

Identity & Access

  • Conditional Access Policies
  • Named Locations
  • Authentication Methods
  • Security Defaults

Directory

  • Groups (settings only)
  • Administrative Units
  • Role Assignments

Email & Collaboration

  • Exchange Organization Settings
  • Mail Flow Rules
  • Anti-Phishing Policies
  • SharePoint Tenant Settings

Security

  • Security Policies
  • Alert Policies
  • Data Loss Prevention

Step 3: Backup Options

Configure additional options:

OptionDescription
NameDescriptive backup name
DescriptionPurpose/context for the backup
RetentionHow long to keep (plan default or custom)
NotificationsNotify when complete

Step 4: Review and Start

  1. Review your selections
  2. Confirm configuration
  3. Click Start Backup
  4. Backup begins immediately

Backup Progress

Monitoring

While backup runs:

  • Progress bar shows completion
  • Current phase displayed
  • Resource counts updated
  • Estimated time shown

Phases

PhaseDescription
InitializingSetting up backup
CollectingGathering configurations
ProcessingOrganizing data
StoringSaving backup
CompleteBackup finished

Duration

Typical backup times:

Backup TypeDuration
Full (small tenant)2-5 minutes
Full (large tenant)5-15 minutes
Selective1-5 minutes
Incremental1-3 minutes

Backup Results

Viewing Results

When backup completes:

  1. Click notification or go to Backup > History
  2. Select the backup
  3. View details

Backup Details

SectionInformation
SummaryDate, type, status, size
ContentsResources backed up
StatisticsItem counts by type
MetadataCreated by, duration

Contents View

Browse backed up configurations:

Backup: Full Backup 2024-01-15
├── Conditional Access (12 policies)
│   ├── Require MFA for Admins
│   ├── Block Legacy Auth
│   └── ...
├── Named Locations (5)
├── Mail Flow Rules (8)
└── Security Policies (3)

Best Practices

When to Backup

Create backups:

TimingReason
Before changesRollback capability
After changesDocument new state
Before auditsEvidence capture
RegularlyOngoing protection

Naming Conventions

Use descriptive names:

  • Pre-MFA-Rollout_2024-01-15
  • Monthly-Full-Backup_January-2024
  • backup1

Documentation

Add context in descriptions:

  • Why backup was created
  • What changes preceded/follow
  • Reference to change tickets

Troubleshooting

Backup Fails

If backup doesn't complete:

  • Check M365 connection status
  • Verify API permissions
  • Review specific error messages
  • Try smaller selective backup

Missing Resources

If expected items aren't backed up:

  • Verify resource type is selected
  • Check API permissions for that type
  • Some resources may not support backup

Backup Too Large

If backup times out or fails:

  • Use selective backup
  • Split into multiple backups
  • Contact support for large tenants

What's Next?

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