Autodiscover for SharePoint

Overview

The current SharePoint backup method is straightforward. Users simply need to add their mailboxes to the backup successfully, and then SharePoint backup will be initiated seamlessly.

With these enhancements, we now offer a more flexible approach to backing up SharePoint. The system adds a new AutoDiscover toggle, allowing users to choose whether to enable this feature. Additionally, users can exclude SharePoint from backups if needed.

Key Highlights

• Ease of Use: The SharePoint AutoDiscover toggle automates the identification of new sites, reducing the need for manual additions.
• Enhanced User Control: Users can disable SharePoint AutoDiscover for granular backup control.
• Customization: The SharePoint backup exclusion feature allows users to specify what should not be included in the backup.

Adding a New M365 Backup

Adding a new M365 backup is the first step in integrating your mail tenant with Dropsuite servers, also known as an initial backup. Users will now find an additional step, “AutoDiscover Setting,” when they start to add an M365 backup. There are two methods for M365 backup: using Global Admin or Service Principal.

The AutoDiscover Setting includes two features for M365 backup: AutoDiscover and SharePoint Site backup exclusion. These features are independent, so users can exclude SharePoint Sites without enabling AutoDiscover.

Managing a Backed-up M365 Tenant

Users who have already backed up their M365 tenant will find an additional “Sites” tab. This tab includes the AutoDiscover toggle, which allows for deeper exploration of the feature.

Enabling SharePoint AutoDiscover

To enable SharePoint AutoDiscover, which automatically detects and adds new sites to the backup, follow these steps:

During M365 Authentication:

• Locate and turn on the AutoDiscover toggle (as shown under "Adding a new M365 Backup" section above).

On the M365 Backup List Page:

1. Locate and turn on the AutoDiscover toggle.
   
   
   
2. Confirm by clicking the "Continue" button in the pop-up confirmation.
   

Disabling SharePoint AutoDiscover

Disabling SharePoint AutoDiscover means you will manually add specific sites to the backup. Follow these steps:

1. Login to the End-User Portal.
2. Click the +Add Backup button.
3. Click the backed-up tenant.
4. Switch off the AutoDiscover toggle.
5. Click the "OK" button in the popup confirmation.

Excluding SharePoint Sites

This process excludes specific sites from being identified by AutoDiscover and automatically added to the backup.

During Initial Setup:

1. Find SharePoint exclusion in step 3 of the AutoDiscover Settings.
   
   Note: The SharePoint exclusion and AutoDiscover features are independent. You can exclude SharePoint sites without enabling AutoDiscover.
   
   
2. Select which sites to exclude from the backup.
   
   
3. Click the Exclude button in the right-side drawer.
   
   
   
4. Click the Finish Setup button.

For Existing Backups with AutoDiscover Enabled:

1. Click the Click here to exclude site button on the M365 tenant page.
   
   
   
2. Select the sites to exclude and click the Exclude button.
   
   
3. Click the Finish Setup button.

FAQ

I got this warning after finishing the M365 Authorization setup. What does this mean?


If you receive a warning after completing the M365 Authorization setup, it means you haven't added an email account yet. Please add at least one email account to proceed with backing up the site.

Can I re-add the excluded Site to the backup system?

To re-add an excluded site to the backup system:

1. Go to the Add Backup page.
2. Click the backed-up tenant.
3. Click the SharePoint tab.
4. Click the link showing the number of excluded SharePoint sites.
5. Select the site to re-add and click the Add to backup button.|