> For the complete documentation index, see [llms.txt](https://helpcenter.gitprotect.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpcenter.gitprotect.io/backup-and-recovery/microsoft-365/backup/creating-a-backup-plan.md).

# Creating a backup plan

Learn how to create a Microsoft 365 backup plan in GitProtect to configure protection for Microsoft Exchange, OneDrive, and SharePoint.

**A reliable backup plan is essential for protecting your Microsoft 365 organization's resources and ensuring business continuity when unexpected events occur.**

***

## Backup plan setup (Microsoft Exchange & OneDrive) <a href="#backup_plan_creation" id="backup_plan_creation"></a>

The following steps demonstrate how to create a **Microsoft Exchange** and **OneDrive** backup plan using **GitProtect Management Service**.

{% stepper %}
{% step %}
Open the **Backup** tab (**Plans** > **Backup**) and click the **+ Add plan** button in the top bar.
{% endstep %}

{% step %}
Select **Microsoft 365** from the list.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FWK0BtFGIyW8yL2jNoABY%2Fimage.png?alt=media&amp;token=5dc71be0-a475-4fba-bb4e-462f217b243a" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select the **Microsoft 365 Exchange** option.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2Fg799xgOXMzPMVYdv0I7O%2Fcreating_a_backup_plan_Microsoft_365_2.png?alt=media&amp;token=4f703a18-4897-44da-989d-b108e3ede3ca" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click **Select**, then specify whether you want to protect the entire organization or only specific user accounts or shared mailboxes.

{% hint style="success" %}
**GitProtect** supports **Microsoft 365** groups — they appear in the users list and can be used to filter it. If the **Search by group** option is unavailable, re-register your **Microsoft 365** organization to enable it.
{% endhint %}

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2Ft4QrsDm8WB8b7MXHhn8M%2Fcreating_a_backup_plan_Microsoft_365_3.png?alt=media&amp;token=5823d86d-71a5-4b34-bc86-6e73b2f29a98" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Set up a name for your backup plan.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2F817Sy3uG0tDQ3ffRzCSX%2Fcreating_a_backup_plan_Microsoft_365_4.png?alt=media&amp;token=887d662f-9d6b-4a82-b4e1-61d193daf6b6" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
In **Data to protect** section, select the resources that you want to back up. You can also change the default backup agent (worker), which is directly responsible for backing up your **Microsoft 365** data.

{% hint style="success" %}
You can deploy multiple agents and assign different agents to each backup plan.
{% endhint %}

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FhFTWQmhgHNAiVzZHgVCZ%2Fimage.png?alt=media&amp;token=44971aac-107e-4cc6-9290-34c30ec6f226" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select one of the data stores assigned to your **GitProtect** instance to use as the backup storage.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FZJbD7oJaA4iTOGyMvRvd%2Fimage.png?alt=media&amp;token=b213ac2d-499b-408d-bebe-f4eb277f8b8d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Customize the scheduler and specify the retention period for your data.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2Fy2Mytfe6RTwYwk2RZys6%2Fimage.png?alt=media&amp;token=8c7ffe26-61e7-4c61-90c7-88cf82536786" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Adjust the advanced settings, such as encryption, error handling, or bandwidth limit, to meet your organization's requirements.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2F3et4BZlzi0lIhcOfro0V%2Fcreating_a_backup_plan_Microsoft_365_8.png?alt=media&amp;token=71cef9e8-b176-49ab-a2aa-10f20d46d9d9" alt=""><figcaption></figcaption></figure>

1. **Encryption**: lets you secure your backup copy with encryption.
2. **Compression**: lets you compress and reduce copy size.
3. **Deduplication:** allows you to reduce the backup size.
4. **Error handling**: allows you to specify how to handle potential backup operation errors.
5. **Bandwidth limit:** allows you to reduce network usage and limit network speed during backup.
6. **Backup scripts:** enables configuring pre/post scripts executed during backup.
7. **Microsoft 365 diagnostics:** lets you enable pre-backup diagnostics, such as the mail message download test.
8. **Task balancing:** balances backup speed and CPU load.
9. **Prevent system sleep:** prevents your system from suspending while a backup is in progress.
10. **Email notifications:** lets you set up email notifications and its recipients.
11. **S3 Buffer Settings:** allows you to specify the buffer size allocated for large resources.
    {% endstep %}

{% step %}
Review your configuration and click **Save** to create the backup plan, or **Save\&Run** to start the first backup run immediately.
{% endstep %}
{% endstepper %}

***

## Backup plan setup (SharePoint) <a href="#backup_plan_creation" id="backup_plan_creation"></a>

The following steps demonstrate how to create a **SharePoint** backup plan using **GitProtect Management Service**.

{% stepper %}
{% step %}
Open the **Backup** tab (**Plans** > **Backup**) and click the **+ Add plan** button in the top bar.
{% endstep %}

{% step %}
Select **Microsoft 365** from the list.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FdR0uKajjdTRCAzGSQkjR%2Fimage.png?alt=media&amp;token=809e932f-7066-4c54-a5a2-e0fe5d1d75ad" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select the **SharePoint sites** option.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2Fpa8WEw1fgkBB4RXGjhtC%2Fcreating_a_backup_plan_Microsoft_365_10.png?alt=media&amp;token=21170d2a-2ed4-4e1a-aa49-7697d8e6f069" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click **Select**, then specify whether you want to protect the entire environment or only specific **SharePoint** sites.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2Fh7dXthsU1cdResdpKkRO%2Fcreating_a_backup_plan_Microsoft_365_11.png?alt=media&amp;token=e806d8b8-fb70-4729-8ca4-6f6d46217a39" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Set up a name for your backup plan.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FUyCsWSDcD4sgEcyDGwJ3%2Fcreating_a_backup_plan_Microsoft_365_12.png?alt=media&amp;token=9c175760-b22a-4419-9636-087ca96033ef" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
In **Data to protect** section, you can change the default backup agent (worker), which is directly responsible for backing up your **SharePoint** data.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FLQz2u4cSbiqc6xep7rNV%2Fcreating_a_backup_plan_Microsoft_365_13.png?alt=media&amp;token=de0a0e63-03d7-4f7b-ab3b-298eedde938c" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select one of the data stores assigned to your **GitProtect** instance to use as the backup storage.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FwjkZtOZwG3t8FDIb1m5s%2Fcreating_a_backup_plan_Microsoft_365_14.png?alt=media&amp;token=4a85c1c9-c884-41cd-8060-180a4a5e056c" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Customize the scheduler and specify the retention period for your data.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FcBGzTFVfewMgeGKRG0av%2Fcreating_a_backup_plan_Microsoft_365_15.png?alt=media&amp;token=9856b790-5ae9-4144-818f-803f48dbca3f" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Adjust the advanced settings, such as encryption, error handling, or bandwidth limit, to meet your organization's requirements.

<figure><img src="https://696332517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtsE6XtJyUIEKVdSxPlS3%2Fuploads%2FcRzZI1XzWMGvHUJRBus9%2Fcreating_a_backup_plan_Microsoft_365_16.png?alt=media&amp;token=c64c5747-50cf-4e29-aef6-36c3470d5b62" alt=""><figcaption></figcaption></figure>

1. **Encryption**: lets you secure your backup copy with encryption.
2. **Compression**: lets you compress and reduce copy size.
3. **Deduplication:** allows you to reduce the backup size.
4. **Error handling**: allows you to specify how to handle potential backup operation errors.
5. **Bandwidth limit:** allows you to reduce network usage and limit network speed during backup.
6. **Backup scripts:** enables configuring pre/post scripts executed during backup.
7. **Task balancing:** balances backup speed and CPU load.
8. **Prevent system sleep:** prevents your system from suspending while a backup is in progress.
9. **Email notifications:** lets you set up email notifications and its recipients.
   {% endstep %}

{% step %}
Review your configuration and click **Save** to create the backup plan, or **Save\&Run** to start the first backup run immediately.
{% endstep %}
{% endstepper %}
