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Add Microsoft 365 Organization Account using Manual Process

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The Microsoft 365 Organization has to be added as a data source in the BDRCloud Server. This will establish a connection between the Microsoft 365 and the BDRCloud Server allowing users to perform cloud backup for Microsoft 365 using the BDRCloud Server console.

Navigate to the Data Source section under the SaaS Applications main tab. Click on “Add Microsoft 365 organization”. On the page that opens once again click on “Add Microsoft 365 organization.”

Step 1 : Add Method Selection

Azure Cloud Environment Selection

You can select the Azure Cloud environment that your Microsoft 365 account is located in. BDRCloud Server needs to access the  Microsoft 365 APIs for backup and recovery from within the same cloud environment as your Microsoft 365 account. If your account was created in the global Azure environment, then the BDRSuite Backup Server will automatically use this environment by default. However, if your organization is using Azure (US Government GCC High & DOD) or Azure China , then you can choose the specific government cloud you are using.

Select a method to add M365 organization

This option lets you choose the method using which you want to add the Microsoft 365 organization. If your Microsoft 365 organization is using the global Azure environment in the above step then you can add the organization in all the three different methods listed on the UI. If your Microsoft 365 organization is using Azure government or Azure China then choose the specific government cloud you are using and you can do that only using the Device Code or Manual process.

Authorize BDRCloud for Access using Manual Process

Step 2: Completion Steps

1. Organization Name

Enter a name using which you can identify the same.

2. Tenant ID

3. Application ID

4. Application Password or Application Certificate (SSL)

Application Password : You can choose this option to authenticate using the client secret password for the application. Enter the Application Password which is a Value, that you copied from your Azure portal.

Application Certificate (SSL) : In a scenario you do not want to share your application password then you can choose this option to authenticate using the client SSL Certificate for the application.

Choose the Application Certificate (SSL Certificate) option, then browse the corresponding  PFX file (certificate) from the file explorer and after providing the certificate password ( enter the password you had provided at the time of certificate download ), you will be able to add the Microsoft 365 organization using the certificate.

Note: Make sure to import the SSL certificate only in the .pfx format.

5. Create multiple Applications for BDRSuite in Microsoft 365 Organization (Enabled by Default)

The Application ID that is created in the Azure portal and entered in the above steps will actually manage the write and read request permissions to and from the BDRSuite and the Microsoft 365 Organization. In simpler words, it is the authentication process done using the Application ID.

When a Microsoft 365 Organization is added the BDRSuite will only create one application by default in the Microsoft 365 which will be used for the previously mentioned Authentication process and the same application is used for the backup process as well creating throttle in the following scenario;

  • A large number of requests across multiple third party applications being generated.
  • A large number of requests from  one particular application, BDRSuite in this case being generated.

Now, this option when enabled will let you create additional Applications(Currently 3).So, totally 4 Applications can be used to fetch the Microsoft Organization details and backup job user’s  requests will be split among the 4 Applications,  thus improving the overall backup performance.

You can click on the checkbox to enable this feature. If you want to enable this feature in an already configured Microsoft 365 Backup Job then you can click on the edit icon of the respective backup job in the List Jobs page. You can also disable it by navigating to the same edit icon and unchecking the box.

Note: In a scenario where this feature was enabled and then disabled for some reason and if the user wants to again enable this features then two options will be provided for doing the same.

  1. Use Existing Application.
  2. Recreate Multiple Applications.

Depending on the user requirement, any of the above option can be chosen.

After adding the required details you can click on save and the organization will be added in the BDRCloud Server and will be listed on the Add & Manage Microsoft 365 Organizations page. You can make changes to the added organization by clicking on the edit option and apart from editing the App ID and App Secret key, there is no password requirement to have the other details and changes updated.

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