2 - Adding an M365 Tenant to Backups

Topic

This article describes the process for adding a new Microsoft 365 (M365) tenant to your organization and adding users to be backed up.

Environment

• Dropsuite
• Microsoft 365 (M365)

Description

To back up an M365 tenant, you must first add it to your organization in Dropsuite. 

Follow the instructions provided in the sections below to add an M365 tenant to your organization, add users to a backup, or add SharePoint sites to your backup.

Adding the M365 tenant to your organization

To add the M365 tenant to your organization, follow these steps:

1. Sign in to the End User Portal for the organization, either by logging in directly or by using the Login as Client option from the Partner Portal
2. From the dashboard within the End User Portal, click the Add Backup button. If you already have backups running, you will have the option to Add From Existing with a list of tenants you've already added. You will also have the option to add new tenants.
3. Click the Sign in with Microsoft 365 option. The system will prompt you to authorize with Global Admin or Service Principal.
4. For this guide, we will use the Global Admin option. If you would like to use the Service Principal Authorization option, review Service Principal Authentication for New and Existing Clients instead.
5. After clicking Authorize with Global Admin, sign in to your Microsoft 365 tenant. You will need to sign in with an administrator account for the tenant to permit Dropsuite to create the backup admin account.
6. If you have not already set up multi-factor authentication (MFA) on the tenant, NinjaOne 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 system to create the global admin account. Click Accept. Dropsuite will create the backup admin account within the tenant.
8. Once the system creates the account, it will provide you with the email address and password. Take note of both of these items for the next step.
9. Click Sign in with Microsoft 365. When prompted, sign in with the backup admin account that you just created. The system may also prompt you to set up two-factor authentication (2FA).
10. Accept the permissions requested on the next screen.
11. During this last step, you can set Autodiscover settings for SharePoint. Leaving this setting 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 inactivate Autodiscover and manually select which sites to add. Review Autodiscover for SharePoint for more details.
12. Sign in one more time with the newly created backup admin account and accept the permissions one final time. This step completes the setup of the tenant and directs you to the page where you can add users from that tenant to your backups.

Adding users to Backup

To add users to backup, follow these steps:

1. The Add Users page will be displayed automatically after you set up the tenant using the steps above. You can also access it by using the Add From Existing option when clicking + Add Backup from the dashboard.
2. When you first access the page, it will auto-populate with all the mailboxes that Dropsuite detects in the tenant.
3. Use the Select All option or select the individual users that you want to add. An Add to Backup option will appear at the bottom of the screen. You can also use the Exclude option to exclude the selected users from backups, if you wish.
4. From this page, you can also enable Autodiscover and 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 Organization Settings within the Partner Portal), you can automatically add new users to licenses without manual action. AD sync will update things like name changes when Active Directory detects them.

Adding SharePoint Sites to Backup

Autodiscover will be enabled for SharePoint sites by default. However, if you inactivate this option during the initial setup or later, you can still manually add SharePoint sites to backups if desired.

1. The Add Users page will be displayed automatically after you set up the tenant using the steps above. You can switch to the Sites view by clicking Sites at the top of the page next to the Accounts button. You can also access it by clicking the Add From Existing option when adding a backup from the dashboard.

   The Sites view will display all sites that Dropsuite detects in the tenant.

2. Use the Select All option or select the individual sites that you want to add. An Add to Backup option will appear at the bottom of the screen. You will also have an Exclude option for cases when you want to exclude the selected SharePoint sites from backup.
3. From this page, you can also re-enable Autodiscover. Enabling this feature allows automatic discovery and backup of all available sites. To activate or inactivate AutoDiscover for SharePoint, navigate to the Add Backup page, then choose the Sites tab. You can find the AutoDiscover option in Site Information on the right panel.