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title ms.author author manager audience ms.reviewer ms.date ms.topic ms.service ms.custom search.appverid ms.collection ms.localizationpriority description
View and edit backup policies in Microsoft 365 Backup (Preview)
chucked
chuckedmonson
jtremper
admin
sreelakshmi
04/11/2024
conceptual
microsoft-365-backup
backup
essentials-manage
medium
Learn how to view and edit backup policies in Microsoft 365 Backup.

View and edit backup policies in Microsoft 365 Backup (Preview)

Note

This feature is currently in preview and subject to change.

You can edit the scope of OneDrive accounts, SharePoint sites, and Exchange mailboxes associated with a backup policy. As part of edit, you can either add new accounts, sites, or mailboxes to or remove them from backup. Removing accounts, sites, and mailboxes from Microsoft 365 Backup doesn't mean existing backups will be deleted, rather it means additional backups will not be taken.

Select the OneDrive, SharePoint, or Exchange tab for steps to view and edit backup policies for that product.

Follow these steps to view and edit backup policies for OneDrive.

  1. In the Microsoft 365 admin center, on the Microsoft 365 Backup page, in the OneDrive section, select Edit scope.

    Screenshot showing the view and edit backup policy for OneDrive in the Microsoft 365 admin center.

  2. On the OneDrive accounts backup policy panel, on the Policy details tab, select Edit scope.

  3. You can either add new accounts to or remove accounts from an existing OneDrive backup policy.

    a. To add new accounts, on the Backed up accounts tab, select + Add accounts.

    b. Select the accounts from the list. Once you have added accounts to the list, follow the prompts to update the policy.

    Screenshot showing how to add user accounts to the existing OneDrive backup policy in the Microsoft 365 admin center.

    c. To remove accounts from existing backup policy, on the Backed up accounts tab, select the accounts from the list, and then select Remove. Once you have done your changes, follow the prompts to remove the accounts.

    Screenshot showing how to remove user accounts from OneDrive backup policy in the Microsoft 365 admin center.

  4. Once you have done your changes, follow the prompts to update the policy.

    Screenshot of the updated OneDrive accounts backup policy panel in the Microsoft 365 admin center.

Note

Removing accounts from backup policy means no future backups will be taken for those removed accounts. Existing backups for those accounts will not be deleted.

Follow these steps to view and edit backup policies in SharePoint.

  1. In the Microsoft 365 admin center, on the Microsoft 365 Backup page, in the SharePoint section, select Edit scope.

    Screenshot showing the view and edit backup policy for SharePoint in the Microsoft 365 admin center.

  2. On the SharePoint sites backup policy panel, on the Policy details tab, select Edit scope.

  3. You can either add new sites to or remove sites from an existing SharePoint backup policy.

    a. To add new sites, on the Backed up sites tab, select + Add sites.

    b. Select sites by any method as discussed in the creation section. Once you have added sites to the list, follow the prompts to update the policy.

    Screenshot showing how to add sites to the existing SharePoint backup policy in the Microsoft 365 admin center.

    c. To remove sites from existing SharePoint backup policy, on the Backed up sites tab,select the relevant sites, and then select Remove. Once you have done your changes, follow the prompts to remove the sites.

    Screenshot showing how to remove sites from SharePoint backup policy in the Microsoft 365 admin center.

  4. Once you have done your changes, follow the prompts to update the policy.

    Screenshot of the updated SharePoint sites backup policy panel in the Microsoft 365 admin center.

Note

Removing sites from backup policy means no future backups will be taken for those removed sites. Existing backups for the removed sites will not be deleted.

Follow these steps to view and edit backup policies for Exchange.

  1. In the Microsoft 365 admin center, on the Microsoft 365 Backup page, in the Exchange section, select Edit scope.

    Screenshot showing the view and edit backup policy for Exchange in the Microsoft 365 admin center.

  2. On the Exchange mailbox backup policy panel, on the Policy details tab, select Edit scope.

  3. You can either add new user mailboxes to or remove user mailboxes from the existing Exchange backup policy.

    a. To add new user mailboxes, select + Add user mailboxes.

    Screenshot showing how to add mailboxes to the existing Exchange backup policy in the Microsoft 365 admin center.

    b. To remove user mailboxes from existing backup policy, on the Backed up sites tab, select the user mailboxes from the list, and select Remove.

    Screenshot showing how to remove user mailboxes from Exchange backup policy in the Microsoft 365 admin center.

  4. Once you have done your changes, follow the prompts to update the policy.

    Screenshot of the updated Exchange mailbox backup policy panel in the Microsoft 365 admin center.

Note

Removing mailboxes from backup policy means no future backups will be taken for those removed mailboxes. Existing backups for those mailboxes will not be deleted.