How do I set up a new Backupify for M365 account?

Environment

  • Backupify for M365

Description

Prerequisites

You must have Global Administrator rights for the account you are protecting and a valid M365 email address to sign up for Backupify for M365.

Procedure

We recommend performing the steps in this article in an incognito or private session in your browser.
  1. Open a private browser tab (e.g., Google = Incognito, Microsoft Edge = InPrivate).
  2. Navigate to the provided URL by your sales representative.
  3. In the Select a Backupify Product section:
    1. Click Microsoft 365.
    2. Input your first name and last name.
    3. Provide a global admin email address.
    4. Create a password for your Backupify account.
    5. When you're ready to continue, click Start Trial.

IMPORTANT  You must have global admin credentials for the organization for which you are creating the M365 Backupify account.

  1. Click Login To Your Trial Account.

IMPORTANT  If the Welcome screen does not appear, contact support for assistance.

  1. In the Backupify Login modal, enter your credentials you created in step 3. Click Log In.

  2. In the Select Authentication Method modal, follow the instructions to Enable 2FA.
  3. The log in process will redirect you to login.microsoft.com to complete the account authentication setup. Provide the Global Administrator account login credentials.
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  4. In the API permissions modal, click Accept.
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  5. Once authenticated, the Backupify Onboarding wizard will display. Click Authorize.
  6. Select the appropriate storage region, then click Next to complete the wizard.

IMPORTANT  All data is processed and stored in the region you select. The selected storage region cannot be changed in the future.

  1. The tenant is now protected. On the Finalize page, Auto-Add All Users is On by default. When Auto-Add All Users is On, each of the organization's end users, SharePoint sites, and Teams, are immediately added when the account is authorized and created. Any new licensed users, SharePoint sites, and Teams added to the organization in the future will automatically be added in Backupify. If you don't want the Auto-Add functionality enabled, click the toggle to turn it off.

NOTE  If desired, you can change the Auto-Add All Users status in the future.

  1. Click Finish. Once Backupify has provisioned your account to a storage pod in Datto’s cloud, the Backupify interface will be displayed.

NOTE  Allow a few minutes to pass while Backupify queries Microsoft for active seats and provisions your account. The page you land on will be temporary.

  1. The Backupify Seat Management page will display. Depending on the size of your active directory, this page will continue to populate until all seats are recognized.


    Once the account has fully provisioned and seats have been added, Backupify will begin its initial ingest. Ingest times are dependent on the size of the M365 environment.

NOTE  Backupify uses the GMT time zone. You cannot configure it for a different region.