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:
- Go to the Task List page and click Create to launch Task Creation Wizard.
- Select Create a new backup task and click Next.
- 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.
- Configure the following task settings:
- Task name: Enter a task name as you like.
- Backup destination: Choose a shared folder from the drop-down menu.
- Backup list: Click Edit to select backup items.
- Enable Active Backup for Microsoft 365 Portal: IT administrators can decide whether to grant users access to run restore tasks by themselves.
- 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.
- Set up backup and retention policies:
- Backup policy:
- Continuous backup: Based on the API request rate detected from the last backup, the system dynamically adjusts the backup intervals from one to ten minutes. Data are backed up continuously in an infinite cycle.
- Manual backup: Data are backed up immediately once you manually run the task.
- Scheduled backup: Data are backed up based on the schedule you set.
- File version retention policy:
- Preserve all versions
- Number of days for historical file versions to be preserved: When a backed-up file is updated to a new version, the previous version will be preserved for the retention period you set, which has to be between one and 3,650 days.
For example, when the first backup version is generated on Jan. 1 and the second one on Oct. 1, if the retention period of this task is set to 30 days, it starts from Oct. 1 and ends on Oct. 30. Therefore, the first version will be deleted on Oct. 31.
- Check the task summary and click Apply to finish the task creation.
Relink Backup Tasks
To relink a backup task:
- Go to the Task List page and click Create to launch Task Creation Wizard.
- Select Relink an existing backup task and click Next.
- Select the previous task you wish to relink and click Apply.
- 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:
- Select the backup task you wish to edit and click Edit.
- At the General tab, you can perform the following:
- View the Microsoft 365 endpoint, the domain administrator email address, and the SharePoint domain name.
- Modify the task name.
- Enable and disable Active Backup for Microsoft 365 Portal.
- Manage the credentials of the Azure AD application used for this task.
- At the Auto-Discovery Service tab, you can edit the target services of auto-discovery.
- At the Policy tab, you can configure backup and retention policies.
To edit users and their services to be backed up:
- Select a backup task and click Edit > User.
- 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.
- 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:
- Select a backup task and click Edit > Group.
- You can filter different group types from the drop-down menu.
- 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.
- 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:
- Select a backup task and click Edit > Site.
- Select Site or My Site from the drop-down menu.
- 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.
- 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:
- Select a backup task and click Details.
- Select User from the drop-down menu.
- 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:
- Select a backup task and click Details.
- Select Microsoft 365 Group from the drop-down menu.
- 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:
- Select a backup task and click Details.
- Select Site or My Site from the drop-down menu.
- 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:
- Protected Service: The number of items protected in each service.
- Backup Summary: The summary of all the backup activities in the past 35 days, including the backup status and the number of backup activities on each day. You can check detailed logs by clicking on any of the following status icons:
- No backup history
- Upcoming backup
- Success
- Warning
- Error
- Activities: The current backup and restoration activities. When clicking the arrow icon in the upper-right corner, you will be redirected to the Activities page.
- Log: The most recent logs. When clicking the arrow icon in the upper-right corner, you will be redirected to the Log page to view more logs.
- Service Usage: The total storage space consumed by each service.
- Usage: The amount of storage space consumed by users, groups, or sites that have used the most capacity.
- Transferred Size: The transferred size of each task displayed by Day/Hour.
Task List
In the Task List page, you can see a list of all the backup tasks along with the following statuses:
- Successfully completed: All items have been backed up.
- Completed with skipped items: The backup is completed but some items cannot be backed up. You can click Attention to check the details.
- Canceled: The backup task is manually canceled by an administrator.
- Failed: No items have been successfully backed up.
You can expand a task to find the following information:
- Tasks that are being executed: The elapsed time and backup items along with the usage consumption and statuses.
- Tasks that have been fully executed: The last backup time, task results, and backup items along with the usage consumption and statuses.
In the menu of each backup task, you may see the following icons:
- Success
- Warning
- Error
- No items selected for backup
- Preparing for backup
- Ready for backup
Activities
- Administrators can easily monitor current backup and restoration activities in the Activities page.
- Backup task: The backup policy, elapsed time, and progress of each running backup task.
- Restoration task: The elapsed time and progress of each running restoration task as well as the accounts that executed them.
- Administrators can click Cancel to stop a running task.
Note:
- Any tasks with the continuous backup policy applied have an infinite backup cycle. Administrators cannot cancel such tasks by clicking Cancel.
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:
- In the Log page, click the magnifying glass icon in the search bar in the upper-right corner.
- In the drop-down menu, you can filter events by:
- Keyword: Enter the keyword you wish to search for.
- Type: Select the type of logs you wish to view from the drop-down menu.
- Date: Enter a start and end date to find logs created within a specific period.
- To reset the filter, click Reset and start searching again.
To view log details:
- Select a log and click the arrow icon on the right end to view the detailed logs.
- For a backup activity, you can view the following information in the pop-up window:
- Status: The duration, transferred size, and status of each backup user, group, and site. You can select User, Microsoft 365 Group, Site, or My Site from the drop-down menu to view their status.
- Log: The detailed logs related to each service. You can select a service from the drop-down menu to view the logs.
- For a restoration activity, you can view the following information in the pop-up window:
- Restore Information: The source and destination account, duration, transferred size, etc.
- Log: The detailed logs related to a restoration task.
Detailed Task Information
To view the status and logs of a task:
- Select a backup task in the Task List page and click Details.
- In the Details window, you can view the following information:
- Status: The last backup time, used space, and status of each backup user, group, and site. You can select User, Microsoft 365 Group, Site, or My Site from the drop-down menu to view the status. (Users/groups/sites with a blue dot on the left side are the ones that have been processed through the latest backup run.)
- Log: The detailed logs of the service selected from the drop-down menu.
Note:
- The definition of each account/site status is as follows:
- Successful: All items have been backed up.
- Partially successful: Not all but at least one item has been backed up.
- Failed: No items have been successfully backed up.
- You can click an account status to view the backup status of each service:
- Successful: All service items have been backed up.
- Partially successful: Not all but at least one service item has been backed up.
- Failed: No items have been successfully backed up.
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:
- Active Backup for Microsoft 365 Portal needs to be enabled in the Active Backup for Microsoft 365 admin console for users to restore data by themselves. To allow specific users access to Active Backup for Microsoft 365 Portal, go to Control Panel > Privileges, select Active Backup for Microsoft 365 Portal, and click Edit to give permissions.
- Only users with admin privileges can cancel other users' restoration tasks from Active Backup for Microsoft 365 admin console.
- Block-level deduplication is supported on shared folders in Btrfs volumes with the exception of encrypted shared folders. Single instancing is supported on shared folders in both Btrfs and ext4 volumes for files stored in OneDrive, mail attachments, archived mail attachments, calendar attachments, and sites. For detailed information on the support of the two features, please refer to the table below:
|
Single instancing |
Block-level deduplication |
Drive |
O |
O |
Mail/Archive mailbox |
Attachment only |
X |
Contacts |
X |
X |
Calendar |
Attachment only |
X |
Site |
Document library and attachment only |
Document library and attachment only |
- The OneDrive document library of a user's My Site is backed up within the category of Drive rather than My Site.
- Data will not be backed up by Active Backup for Microsoft 365 under the following circumstances:
- Drive
- The file/folder name or path containing "#SynoVersionRepo", "#SynoRepo", or "#SynoVersions"
- The file/folder path on DSM longer than 4,016 characters
- The name of any files or folders in the backup destination exceeding 255 characters
- The name of any files or folders in the encrypted backup destination exceeding 143 characters
- Files and folders stored in Shared with me
- Mail/Archive mailbox
- Reference attachment (a link to a folder/file on OneDrive for Business cloud drive, or other supported storage locations, attached to an event/message/Outlook task/post)
- Contacts
- All the contacts other than Your contacts (for example, folder structures, Groups, and Directory)
- Contacts in the Deleted folder
- Calendar
- Calendar events earlier than 1970/01/01 or after 2070/01/01
- Calendar folder structures (All calendars will be shown under the All Calendar folder.)
- Calendars in the Deleted folder
- Calendar events shared from other calendars
- Site
- Two types of columns: Lookup and Person or Group
- Survey Options for surveys
- The non-default languages of some user's interface elements in a SharePoint site, including titles and descriptions of sites, lists, and columns
- The following settings of lists and document libraries:
- Document Version History (document library only)
- Item Version History (list only)
- Document Template (document library only)
- Opening Documents in the Browser (document library only)
- Custom Send to Destination (document library only)
- Site Assets Library (document library only)
- Dialogs
- Automatic Index Management
- Validation Settings
- Audience Targeting Settings
- Rating Settings
- RSS Settings
- Content Types
- The following endpoints are supported: Microsoft 365, Microsoft 365 Germany, and Microsoft 365 operated by 21 Vianet
- The following plans are supported: Business, Enterprise, Education, and Exchange Online
- The following file types are supported for content search:
- .pages/.key/.numbers
- .rtf
- Microsoft Office formats (e.g., .docx/.doc; .pptx/.ppt), except for Microsoft Excel file formats (.xlsx/.xls/.xlsm/.xltx/.xltm/.xlt/.ods/.ots)
- Text files (e.g., .cpp/.c/.txt)
- .epub
- .lit
- .mobi/.azw3/.pdb/.prc
- .pdf
- .rar
- .chm
- .slk/.gnumeric
- .eml/.msg
- .7z/.bz2/.gz/.zip/.tgz/.tbz/.tar
- The following variables are not supported for content search:
- Stop words, regardless of case: "a", "an", "and", "are", "as", "at", "be", "but", "by", "for", "if", "in", "into", "is", "it", "no", "not", "of", "on", "or", "such", "that", "the", "their", "then", "there", "these", "they", "this", "to", "was", "will", and "with"
- Symbols such as "@", "#", "*", "/", and "\"
- Punctuation marks such as "!", "?", and ":"
- Emoji
- Dates such as Birthday and Anniversary in Contacts
- Dates or number properties in SharePoint sites
- Synology Universal Search operators:
[X] and [Y] are variables that may represent numbers, alphabetical letters, word segments, words, or phrases. |
Operator |
Example |
Description |
* |
[X]* |
- Lists matches that contain [X], and [X] is followed by zero to more random characters (represented as "*").
|
? |
?[X] [X]? |
- Lists matches that contain [X], and [X] is preceded or followed by one random character (represented as "?").
|
"" |
"[X][Y]" |
- Lists matches that contain exact and case-insensitive [X][Y].
|
&& |
[X] && [Y] |
- Lists matches that contain both [X] and [Y].
|
|| |
[X] || [Y] |
- Lists matches that contain [X], [Y], or both.
- Matches that contain both [X] and [Y] will be listed on the top.
|
+ |
+[X] |
- Lists matches that contain [X].
- Applies to folders indexed at Preferences > File Indexing.
|
- |
-[X] |
- Lists matches that do not contain [X].
- Applies to folders indexed at Preferences > File Indexing.
|
! |
![X] |
- Lists matches that do not contain [X].
- Applies to folders indexed at Preferences > File Indexing.
|
\ |
\[SpecialCharacter] |
- Special characters: + - && || ! ( ) { } [ ] ^ " ~ * ? : \
- Lists matches that contain a targeted special character above.
|