#Configure Cloud Backup for Microsoft 365 Settings

To create a template with Cloud Backup for Microsoft 365 settings based on a source tenant, you need to configure the settings required for it first.

Refer to the following steps to configure the settings of Cloud Backup for Microsoft 365 for the source tenant:

1. Log in to AvePoint Online Services, and then connect to your source Microsoft 365 tenant in Management > Tenant management. See Connect Tenants for details.

   NOTE

   Connecting to a Microsoft 365 tenant requires a Microsoft 365 Global Administrator’s consent.

   

2. Create an app profile in Management > App management. When configuring an app profile, select your source tenant and the Cloud Backup for Microsoft 365 service first, and then choose Classic mode, Modern mode, or Custom mode to configure the app profile. For the app profiles that Cloud Backup for Microsoft 365 needs and the permissions that should be accepted when you authorize the corresponding app, see App Profile Authentication.

   NOTE

   A Microsoft 365 Global Administrator account is required to create or re-authorize the apps.

   

   Select a service.

   

   Choose a setup method.

3. (Optional) Create a Viva Engage app profile for your source tenant in Management > App management if you want to backup Viva Engage data. The authentication user for the Viva Engage app must have the Verified Admin role.

4. (Optional) Create a custom Azure app profile for you source tenant in Management > App management if you want to back up Microsoft Teams Chat data.

5. (Optional) Create a Microsoft Delegated app profile and a Power Platform Objects scan profile for you source tenant if you want to back up Microsoft Power Platform data.

   1. Create a Microsoft Delegated app profile in Management > App management. For the permissions that should be accepted when you authorize the corresponding app, see App Profile Authentication.

      NOTE

      A Microsoft 365 Global Administrator account is required to create or re-authorize the apps.

   2. Create a Power Platform Objects scan profile in Auto discovery > Scan profiles. Refer to Manage Scan Profiles for instructions.

      

6. Configure Auto Discovery for your source tenant in Auto discovery > Scan profiles.

   

7. Select the objects you want to back up for the source tenant in Cloud Backup for Microsoft 365. Refer to the Cloud Backup for Microsoft 365 User Guide for instructions.

   

8. Configure the backup frequency for the source tenant in Cloud Backup for Microsoft 365. Refer to the Cloud Backup for Microsoft 365 User Guide for instructions.