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Druva Documentation

Reconfigure Microsoft 365

inSync Cloud Editions: File:/tick.png Elite Plus File:/tick.png Elite File:/cross.png Enterprise File:/cross.png Business
This topic provides information about reconfiguring Druva inSync for Microsoft 365 data.

Overview

Reconfiguration of the Microsoft 365 app is required in the following scenarios:

  • Discover a new Cloud App that is added to inSync.
  • For any permissions related updates required by inSync app in Microsoft Azure.
  • Any permission related changes that are made to the global administrator account used to configure an Microsoft 365 app in inSync.
    Example: If any changes are made to the conditional access permissions of the global administrator account used to configure any Microsoft 365 app, you must reconfigure Microsoft 365 account in inSync.

Note: When you reconfigure Microsoft 365, inSync stops all the ongoing cloud app backups.

Reconfigure Microsoft 365 app

inSyncCloud

Procedure

To reconfigure inSync with Microsoft 365,

  1. On the inSync Management Console menu bar, click Data Sources > Microsoft 365.
  2. On the Overview page, click Re-Configure.  The Re-Configure for Backup page appears.
    new-reconfig_rebranding.jpg
  3. On the Re-Configure for Backup page,  click <more icon>  > Re-Configure besides the app type that you want to reconfigure. To re-configure all the Microsoft 365 workloads,  click <more icon> besides Druva Microsoft 365.

Note: The Microsoft 365 tenant must be the same for all the sub-apps you would like to configure. Configuring sub-apps for Microsoft 365 in multiple tenants is not supported.

Reconfigure and revoke options.png

  1. On the confirmation pop-up, click Re-Configure to proceed with reconfiguration.

Confirmation_reconfigure.png

  1. On the Microsoft 365 login page, enter the Microsoft 365 global administrator's user name and password, and then click Sign in.
  2. Click Accept to grant inSync app the required permissions to access Microsoft 365 data.  

The permissions displayed is a combined list for all Microsoft 365 apps. If you want to know more about specific permissions applicable for each app, see:

inSync gets connected to Microsoft 365 data of all users in your organization.

Verify Configuration

After you complete the configuration of inSync with Microsoft 365 app, you can use the Verify Configuration option to check if inSync can access your users. 

Procedure

To verify the configuration:

  1. On the inSync Management Console menu bar, click Data Sources > Microsoft 365.

2. On the Overview page, click More options icon.png and then click Verify.

3. In the Verify Configuration dialog that appears, select the app for which you want to verify the configuration.

Verify_Configuration_new.png

Based on the selection of the app, the options to verify configuration are displayed. The following image displays options when Druva Microsoft 365 app is selected.

Verify_Config_app selected.png

Here is the list of parameters for each sub-app to verify the configuration:

  • Exchange Online and OneDrive: Email ID of the user
  • SharePoint: Site title
  • Teams: Team Name
  • Public folder: Public folder name

 

  • Exchange Online and OneDrive: Provide an email address in the Select a user field. 
  • inSync recommends that you enter an organization user email address to check if the configuration works instead of an administrator user. 

4. When you select an app and provide the parameters for verification, inSync performs the following checks as a part of verification: 

  • App authentication: This step checks if inSync can utilize the available refresh tokens to validate the connection with the Microsoft 365 tenant.
  • User and user’s endpoints existence: This step checks if the user exists at the Microsoft 365 end.

5. If any of the authentication steps fail for the selected app, you are prompted with an error message. Click the error message to view the error details.

Verify_authhentication.png

inSync GovCloud

Procedure

  1. On the inSync Management Console menu bar, click Data Sources > Microsoft 365.
  2. On the Overview page, click Re-Configure.

  1. On the confirmation message that appears, click Continue to proceed with the reconfiguration.
  2. On the Microsoft 365 login page, enter the global administrator's user name and password, and then click Sign in.
  3. Click Accept to grant inSync app the required permissions to access Microsoft 365 data.

inSync gets connected to Microsoft 365 data of all users in your organization. 

Verify Configuration

After you configure and complete the configuration of inSync with Microsoft 365 app, you can use the Verify option to check if inSync can access your tenant. When you use the Verify option, enter the email address of a user within your organization whose data you want to back up.

Note: inSync recommends that you you enter an organization user email address to check if the configuration works instead of an administrator user. 

Procedure

Use the following procedure to verify the configuration.

  1. On the inSync Management Console menu bar, click Data Sources > Microsoft 365.

2. On the Overview page,  click More options icon.png  and then click Verify.

3. In the Verify Configuration dialog that appears, select a user. 

Note: Provide an email address in the Select a user field. User Principal Name (UPN) is not supported at the moment.

4. When you select a user, inSync performs the following checks as a part of verification: 

  • App authentication: This step checks if inSync can utilize the available refresh tokens to validate the connection with the Microsoft 365 tenant.
  • User and user’s endpoints existence: This step checks if the user exists at the Microsoft 365 end.

5. If any of the authentication steps fail, you are prompted with an error message. Click the error message to view the error details.

Verify_Configuration_Oct6.png

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