Active Backup for Microsoft 365 Admin Console

The admin console of Active Backup for Microsoft 365 allows IT administrators to create backup tasks for Microsoft 365 accounts and monitor the backup status from a centralized interface.

Before You Start

To install Active Backup for Microsoft 365, please visit here to see if your Synology NAS is compatible with Active Backup for Microsoft 365 and make sure that it is running on DSM 6.2 or above.

Create Backup Tasks

To create a backup task:

  1. Go to the Task List page and click Create to launch Task Creation Wizard.
  2. Select Create a new backup task and click Next.
  3. Fill in the required information of your Azure AD (Azure Active Directory) application and upload a certificate to obtain the authorization for the backup task. Please refer to this article for detailed instructions on how to create an Azure AD application.
  4. Configure the following task settings:
  5. Enable services for auto-discovery. The selected services of newly created users, groups, and sites will be automatically included in the backup list.
    Note: The services ticked on a group backup list will be backed up for all users within the group. Automatically, new users added to the group will be included in the backup list while deleted users will be removed from the backup list. You do not need to manually add or remove group users in the task settings.
  6. Set up backup and retention policies:
  7. Check the task summary and click Apply to finish the task creation.

Relink Backup Tasks

To relink a backup task:

  1. Go to the Task List page and click Create to launch Task Creation Wizard.
  2. Select Relink an existing backup task and click Next.
  3. Select the previous task you wish to relink and click Apply.
  4. Once the task has been successfully relinked, it will appear on the Task List.

Manage Backup Tasks

In the Task List page, you can see a list of all the backup tasks. You can manage them using the upper toolbar.

To manage a backup task:

  1. Select the backup task you wish to edit and click Edit.
  2. At the General tab, you can perform the following:
  3. At the Auto-Discovery Service tab, you can edit the target services of auto-discovery.
  4. At the Policy tab, you can configure backup and retention policies.

To edit users and their services to be backed up:

  1. Select a backup task and click Edit > User.
  2. If you have enabled auto-discovery for any of the services, the specified services of new domain users will be automatically backed up. You can include or exclude certain users' services by manually selecting or deselecting them.
  3. Active Backup for Microsoft 365 updates the Microsoft 365 user list from time to time. If you wish to have the latest user list, please click Update Microsoft 365 User List.

To edit groups and their services to be backed up:

  1. Select a backup task and click Edit > Group.
  2. You can filter different group types from the drop-down menu.
  3. If you have enabled auto-discovery for any of the services, the specified services of newly created groups in the domain will be automatically backed up. You can include or exclude specific groups' services by manually selecting or deselecting them.
  4. Active Backup for Microsoft 365 updates the Microsoft 365 group list from time to time. If you wish to have the latest group list, please click Update Group List.

To edit sites to be backed up:

  1. Select a backup task and click Edit > Site.
  2. Select Site or My Site from the drop-down menu.
  3. If you have enabled auto-discovery for Site or My Site, new sites created in the domain will be automatically backed up. You can include or exclude specific sites by manually selecting or deselecting them.
  4. Active Backup for Microsoft 365 updates the Microsoft 365 site list from time to time. If you wish to have the latest site list, please click Update Site List.

To delete users' backup data:

  1. Select a backup task and click Details.
  2. Select User from the drop-down menu.
  3. Click on a backed-up user and click Storage Management to delete the backup data of the selected services. The deleted service data will be removed from the backup list.

To delete groups' backup data:

  1. Select a backup task and click Details.
  2. Select Microsoft 365 Group from the drop-down menu.
  3. Click on a backed-up group and click Storage Management to delete the backup data of the selected services. The deleted service data will be removed from the backup list.

To delete sites' backup data:

  1. Select a backup task and click Details.
  2. Select Site or My Site from the drop-down menu.
  3. Click on a backed-up site and click Storage Management to delete its backup data. This site will be removed from the backup list.

View Task Information

Overview

In the Overview page, you can monitor the following information:

Task List

In the Task List page, you can see a list of all the backup tasks along with the following statuses:

You can expand a task to find the following information:

In the menu of each backup task, you may see the following icons:

Activities

Note:

Log

The Log page allows you to keep track of the backup tasks that have been performed. You can view all logs or use filters to search for the logs of certain tasks.

To search through log records with a filter:

  1. In the Log page, click the magnifying glass icon in the search bar in the upper-right corner.
  2. In the drop-down menu, you can filter events by:
  3. To reset the filter, click Reset and start searching again.

To view log details:

  1. Select a log and click the arrow icon on the right end to view the detailed logs.
  2. For a backup activity, you can view the following information in the pop-up window:
  3. For a restoration activity, you can view the following information in the pop-up window:

Detailed Task Information

To view the status and logs of a task:

  1. Select a backup task in the Task List page and click Details.
  2. In the Details window, you can view the following information:

Note:

Manage Notification Services

To enable notification services:

To receive task-related notifications, go to DSM > Control Panel > Notification and configure settings for the selected delivery media: email, SMS, and push service.

To manage events for notification:

To manage events for notification, go to DSM > Control Panel > Notification > Advanced and configure settings for the events that you wish to be notified of.

Note: