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Managed Microsoft 365 backup

This page describes how to set up a fully managed Microsoft 365 backup that runs in the Duplicati Console

A managed backup is a Microsoft 365 backup that is run for you by the Duplicati Console. There is no software to install and no machine to maintain: you provide the credentials for the Microsoft 365 tenant, and the console takes care of running the backup on a schedule, storing the data and reporting the results.

The managed backup uses the same backup engine as the self-hosted Microsoft 365 backup and restore, so the supported data types, data formats and limitations described on that page also apply here.

Managed backups require managed backup users on your subscription. They are purchased separately from machine licenses and do not require an Enterprise plan. Trials do not include managed backup users.

How it works

Each managed backup is executed by a runner, which is a Duplicati instance hosted by Duplicati. The runner is not running all the time. It is started on demand each time there is work to do, and stopped again when the work has completed:

  1. When the backup is due, or when you click Run now, the console starts a runner for the backup.

  2. The runner receives the backup configuration, connects to your Microsoft 365 tenant through the Microsoft Graph API and reads the data.

  3. The data is deduplicated, compressed and encrypted, and then uploaded to the storage destination.

  4. The runner reports the result to the console and is shut down.

Runners are also started on demand when you browse the tenant to set up filters, test the permissions or restore data. Starting a runner usually takes a minute or two.

Each managed backup shows up in the machine list as a machine named after the backup, followed by "Runner". This machine does not use a machine license, and is where the backup reports and activity for the managed backup are collected, so the existing dashboards, reports and alerts work for managed backups as well.

The backup data is encrypted with a passphrase that is generated automatically when the backup is created. The encryption settings cannot be changed afterwards.

Managed backup users and storage

Managed backups are licensed per managed backup user, also referred to as a seat. Seats are purchased on the subscription page under Settings → Subscription, and the same seats can be used for both Microsoft 365 and Google Workspace backups.

The Managed Backup Users card on the subscription page

Managed backup users are sold on yearly subscriptions. If you are on a monthly subscription, contact Duplicati support to add managed backup users.

Storage

Each purchased managed backup user adds 100 GB of Duplicati cloud storage to the account. The storage is pooled for the organization, so it does not matter how the data is distributed between the users in the tenant. As an example, 25 managed backup users give 2.5 TB of storage that is shared by all backups in the organization.

If the storage quota is exceeded, the console raises a Storage quota exceeded alert, and new backups may fail until the usage is brought below the quota again or more storage is added.

How seats are counted

When you create a managed backup, you assign a number of your managed backup users to it. A backup with a given number of seats can back up that many users, that many groups and that many sites. The number of seats a backup uses is therefore the largest of the three counts, not the sum.

For Microsoft 365, the following counts towards the seats:

Type
Counted
Not counted

Users

Licensed users, shared mailboxes with storage

Unlicensed users, shared mailboxes without storage

Groups

Microsoft 365 (unified) groups

Other group types, such as security and distribution groups

Sites

SharePoint sites, OneDrive sites of licensed users

OneDrive (personal) sites of unlicensed users

After each backup, the console shows how many seats the latest backup used, broken down into users, groups and sites.

Prepare the Microsoft 365 tenant

The managed backup accesses the tenant as an application, using a client ID and a client secret. Before creating the backup, a tenant administrator needs to register an application in Microsoft Entra ID:

  1. Sign in to the Microsoft Entra admin center and go to App registrations.

  2. Click New registration, give the application a name, such as "Duplicati backup", and register it.

  3. Note the Application (client) ID and the Directory (tenant) ID from the overview page.

  4. Under API permissions, add the Microsoft Graph application permissions that are required. The full list is in the API permissions reference.

  5. Click Grant admin consent for the tenant.

  6. Under Certificates & secrets, create a new client secret and note the secret value.

The backup only needs read permissions, while a restore needs write permissions. For better security, you can grant only the read permissions to the application used for the backup, and supply a different set of credentials with write permissions when you need to restore.

Create a managed backup

In the Duplicati Console, go to Machines and choose the Managed backups tab. Click the Managed backup button to start the wizard.

The Managed backups tab on the Machines page

General

On the first page, fill in the general settings:

  • Backup name: A name for the backup, such as the name of the tenant.

  • Managed backup users: The number of seats to assign to this backup. The field shows how many seats are available.

  • Run the backup: How often the backup runs. The options are Daily, Every 2 days, Weekly and Monthly.

  • Use own storage: Leave this unchecked to use the Duplicati cloud storage. See Using your own storage if you prefer to store the backups elsewhere.

The General step of the managed backup wizard

Scheduled backups are started around noon in your local time zone. It can take up to an hour from the scheduled time until the backup starts.

Source

Choosing the type of source to back up

On the source page, choose Microsoft 365 and enter the credentials from the application registration:

  • Tenant ID: The Directory (tenant) ID.

  • Client ID: The Application (client) ID.

  • Client Secret: The value of the client secret.

The Source step with the Microsoft 365 credentials

The advanced options on the source can be used to control which types of data are included. Some types, such as To-Do tasks and OneNote notebooks, are excluded by default and can be enabled here. The options are described in Microsoft 365 configuration options.

Click Create backup to save the backup. It now runs according to the schedule, and you can click Run now in the list to start the first backup right away.

The source type cannot be changed after the backup is created. To back up a Google Workspace domain, create a separate managed Google Workspace backup.

Test permissions and leave out data

By default, everything in the tenant is backed up. After the backup has been created, click Edit on the backup to get access to the Filters page. The console starts a runner that connects to the tenant, and shows the contents of the tenant as a tree.

The Filters step showing the contents of the tenant

From this page you can:

  • Leave out items: Click an item in the tree, such as a user or a site, to leave it out of the backup. Click it again to include it. The resulting rules are shown under Filter rules, where you can also add rules manually.

  • Count items: Shows the number of users, groups and sites in the tenant, split into the categories used for counting seats. This is useful for deciding how many seats to assign to the backup.

  • Test permissions: Shows which of the permissions required for backup and restore are granted to the application, and which are missing.

The Microsoft 365 items dialog
The Microsoft 365 permissions dialog

Using your own storage

By default, managed backups are stored in the Duplicati cloud storage, which requires no configuration. If you prefer to keep the backup data in your own storage, check Use own storage on the first page of the wizard. This adds a Destination page to the wizard where you choose and configure the storage destination.

All the backup destinations supported by Duplicati can be used, with the exception of the local file destination, as the runner has no persistent local storage. The destination must be reachable from the internet for the runner to connect to it.

The Destination step of the managed backup wizard

Monitoring and maintenance

The list of managed backups shows the schedule for each backup and the current state, such as Backing up or Restoring, while a runner is active. Only one operation can run at a time for each backup.

The list of managed backups with a restore in progress

The results of each backup are reported to the console in the same way as for regular machines, and can be found in the backup reports for the runner machine. See Using the Duplicati Console for details on reports and alerts.

The actions menu on each backup contains the following operations:

Action
Description

Restore

Restores data from the backup, see below

Repair

Repairs inconsistencies between the local database and the storage destination

Purge broken files

Removes files from the backup that can no longer be restored due to missing data. Cannot be undone

Recreate database

Rebuilds the local database from the storage destination. No backups run until it has finished

Delete database

Deletes the local database. Backups fail until the database is recreated

Archive

Removes the managed backup and releases the seats assigned to it

Running a backup manually, restoring and the maintenance operations require that you are an owner of the organization.

Restore

To restore data, open the actions menu for the backup in the list of managed backups and choose Restore. The restore runs in three steps.

What to restore

The console starts a runner to browse the backup. Choose the version of the backup to restore from, and then select the items to restore in the tree. You can select anything from a full user down to a single folder or item, and you can search for users, sites or files by name.

Selecting what to restore

Where to restore to

Next, choose the credentials for the restore and the location to restore into:

  • Use the backup's credentials: Restores into the same tenant that was backed up. If the application was only granted read permissions, the restore fails, so use Test permissions to check before starting.

  • Use other credentials: Enter a tenant ID, client ID and client secret to use for the restore. This can be an application with write permissions in the same tenant, or an application in a different tenant for a cross-tenant restore.

Then select the target under Restore into, such as a user, a mailbox folder, a group or a site. The data does not need to go back to where it came from, so data from one user can be restored into another user.

Selecting where to restore to

By default, the restore checks if each item already exists in the target to avoid creating duplicates. The check can be skipped to make the restore faster, but items that already exist are then restored again.

When email is restored into a user or a mailbox, the messages are placed in a folder named Restored. If a specific mailbox folder is chosen as the target, the messages are restored into that folder.

See Cross-tenant restore and Backup and restore details by type for details on how each type of data is restored.

Progress

Click Start restore to begin. The console starts a runner for the restore and shows the progress. You can leave the page while the restore is running, the restore continues in the background.

The progress of a restore

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