Configure Custom backup policy and guidelines
On the page, you can configure a custom backup policy for any connector for more granular backup needs.
Before configuring a custom backup policy, consider the following:
By default, all items in the source workload are backed up. A custom backup policy allows you to specify which items to back up.
This policy applies to all SaaS workloads except Teams Chat, Audit Log, Slack, Salesforce, Email/message files, and Files.
The policy applies only to new items and does not affect previously backed-up items.
You can customize backup criteria based on size, last modified date, and item type.
You can define any or all of these criteria as per your specific backup requirements.
Any folder exclusion criteria set on the page override those defined in the custom backup policy.
- Go to the Policy configuration page.
- Select the Items <Last modified> date older than<-->days check box.
- Enter the number of days to specify the modified items that you want to back up.
This option applies regardless of the item's size and type.
- Select the Items size larger than __<--> check box to back up the items that are larger than the specified size.
This option applies regardless of the item's last modified date and type.
- Select the <Include/Exclude>items of type<Enter a file extension> check box and enter the extensions that should be included or excluded.
Note:
This option is applied regardless of the items' Last modified status and size.
Note:
This option is not applicable to the Google Drive connector.
- To exclude specific folders, use the Locations to exclude option.
Any folder that matches the specified name (including subfolders) is excluded.
Matching is case-insensitive, and you can use wildcards.
Folder filter settings for the connector take precedence over this exclusion.
Do the following:
Click +Add location.
On the Location name page, enter the name of the folder to exclude.
Click Add.
The custom backup policy is now configured.
If applicable, configure Delete and Stubbing policies.
See Configure Delete policy for SharePoint Online and guidelines.
Alternatively, click to schedule a backup job.
See Schedule a backup.