Microsoft 365 Tenant Backup

Adding the M365 tenant to your organization

1. Sign into the backup dashboard through the Winhost Control Panel by clicking the "Backup" link, then either the EmailBackup or M365Backup link, depending on which service is being used.
2. Once at the backup dashboard, you can click the “Add Backup” button.  If you already have backups running, you will see the option to "Add From Existing" with the already added tenants listed.  You will also see the option to add new tenants.
3. For Microsoft 365, click the “Sign in with Microsoft 365” option. Once you click this button, you will be presented with the choice to Authorize with Global Admin or Service Principal.
4. For this article, we will use the Global Admin option.
5. After clicking the Authorize with Global Admin, it will take you to sign in to your Microsoft 365 tenant. Please note that you will need to sign in with an admin account for the tenant to grant the backup service the necessary permissions to create the backup admin account.
6. If you have not already set up MFA on the tenant, it will prompt you to set up an MFA method of your choice
7. The next screen will prompt you to accept the permissions for the global admin account to be created. You can scroll down and click “Accept”.  At this point, the backup admin account will be created within the tenant
8. Once the account is created, you will be provided with the email address and password for the account.  Take note of these for the next step.
9. Click on "Sign in with Microsoft 365" under step 2.  When prompted, sign in with the backup admin account that was just created.  You will likely be prompted to set up 2FA for this account as well.
10. Accept the permissions requested on the next screen.
11. During this last step, you will have the ability to set Autodiscover settings for SharePoint.  Leaving this enabled will detect and add all SharePoint sites.  If you don't want to back up SharePoint or only want to back up specific sites, you can disable Autodiscover and manually select which sites to add.
12. Under step 3, sign in one more time with the newly created backup admin account and accept the permissions one final time.  This will complete the setup of the tenant and direct you to the page where you can add users from that tenant to your backups.

Adding users to Backup

1. The Add Users page will be displayed automatically after setting up the tenant using the above steps.  It can also be accessed using the "Add From Existing" option when clicking on "+ Add Backup" from the dashboard.
2. When first accessing the page, it will auto-populate with all the mailboxes that we detect existing within the tenant.
3. Use the Select All option or select the individual users that you want to add and an "Add to Backup" option will appear at the bottom of the screen.  Note that you will also see an "Exclude" option for cases when you want to exclude the selected users from backups specifically
4. From this page, you can also enable Autodiscover and/or AD Sync.
   Autodiscover will automatically detect and add new users, provided you have sufficient seats available in the organization.  When used in conjunction with Autolicensing (set in the Organization Settings within the Partner Portal), you can automatically adjust licenses to add new users without requiring manual action.
   Ad sync will update things like name changes as they are detected within Active Directory.

Adding SharePoint Sites to Backup

By default, Autodiscover will be enabled for SharePoint sites.  However, if this was disabled during the initial setup or if it was disabled later, you can still manually add desired SharePoint sites to backups

1. The Add Users page will be displayed automatically after setting up the tenant using the above steps. You can switch to the Sites view by clicking Sites at the top of the page next to the “Accounts” button.  It can also be accessed using the "Add From Existing" option when clicking on "+ Add Backup" from the dashboard.
2. When first accessing the page, it will automatically populate with all the sites that we detect as existing within the tenant.
3. Use the Select All option or select the individual sites that you want to ad,d and an "Add to Backup" option will appear at the bottom of the screen.  Note that you will also see an "Exclude" option for cases when you want to exclude the selected SharePoint sites from backup specifically.
4. From this page, you can also re-enable Autodiscover.
   Enabling this feature allows for the automatic discovery and backup of all available sites. To enable or disable AutoDiscover for SharePoint, navigate to the Add Backup page and then select the Sites tab. You can find the AutoDiscover option under Site Information on the right panel.