Manage Site Collections for SharePoint Online
Overview
Configure inSync to automatically discover any new site collections. Alternatively, you can manually define SharePoint site collection discovery and configuration settings.
You can perform the following tasks to manually manage SharePoint site collections using inSync.
- Discover site collections manually
- Add a new Site Collection
- Edit Site Collection
- Disable backup for Site Collection
- Enable backup for Site Collection
- Delete Site Collection
Discover Sites manually
To start using filters, discover sites again. Note that this action will not impact any of your existing backup and restore settings.
If the Auto discover sites for backup option is enabled, inSync auto-discovers new site collections every 24 hours. If you want inSync to discover any new site before the next auto-discovery process runs, follow this procedure:
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
- Click the
icon beside Auto Configuration and select Discover Sites. inSync discovers the sites added to the SharePoint Online setup of your organization after the last auto-discovery process.
If the Multi-Geo feature is enabled for the Microsoft 365 tenant and if there are sites discovered with new geo locations, a notification message is displayed. For more information, see Multi-Geo support for SharePoint Online and Teams.
When a particular SharePoint site is deleted from Microsoft 365, the App Status of that site changes to Disabled in inSync. ESITENOTFOUND error is displayed in Status Details when you initiate a backup for this site. The discovery and scheduled backups for these sites are excluded in the subsequent discovery and backup cycle. However, you can perform a restore of these sites.
Add a Site Collection manually
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
- Click the
icon beside Auto Configuration and select Add Site Collection. The Add New Site Collection window appears.
- Enter the following details and click Save.
Field | Description |
---|---|
URL |
Type the site URL. You can get this URL from the Microsoft 365 portal. |
Title |
Displays the name of the site collection.
|
Assign Storage |
Select a storage from the drop-down list. Storage once assigned cannot be changed later. |
Druva Storage (For Microsoft 365 Multi-Geo tenants only) |
If Druva Storage is already assigned and mapped to the geo location to which the SharePoint site belongs, storage is automatically assigned to the site when you click on Save. Use the View Mappings option to view the existing storage mappings. If Druva Storage is not assigned and mapped to the geo location to which the SharePoint site belongs, an error is displayed. You must create Multi-Geo Storage Mappings. For more information, see Multi-Geo support for SharePoint Online and Teams. |
Backup & Retention | |
Settings |
Displays the backup and retention policy settings that you want to apply to this site collection. The following options are available:
|
Backup frequency |
Select the frequency of backups for SharePoint sites. For scheduled backups, at least one AD Connector should be registered and connected to inSync Cloud. For more information see Prerequisites to back up Cloud Apps data. |
Retain daily data backups for |
Type the number of days that you want to retain all backups. At the end of the backup period, inSync will delete the data from the storage. For example, if you specify that you want to retain all backups for 5 days and inSync completed the backup operation on January 6, 2017, inSync will delete the backup data from the storage on January 11, 2017. |
Retain weekly data backups for |
Type the number of weeks that you want to retain all backups. At the end of the weekly backup period, inSync deletes the data from the storage. Note: The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday. |
Retain monthly data backups for |
Type the number of months that you want to retain all backups. At the end of the monthly backup period, inSync deletes the data from the storage. Note: The monthly backup is the last backup in a calendar month. |
File Types and Extensions |
In the Exclude Files box, type the file types that you want to exclude from the backup of a SharePoint site collection. The file extensions are automatically added to the adjacent field. If you want to remove a file type, click the file type. |
Teams Meeting Recordings |
The backups will exclude all files from the default folder path of Teams Meeting Recordings (TMR) by default. This setting applies to Teams sites only. The default folder path is /Channel name/Documents/Recordings. If you want to back up TMR files, enable this setting. For more information, see Exclusion of Teams Meeting Recordings from backups. |
Relative URL Paths |
This option is displayed only if you have selected Custom settings for backup and retention. In the Relative URL Paths box, specify the relative URL path of a subsite, Document Library, or List separated by a semicolon to exclude the specified paths from SharePoint backup. |
Data Lock |
Enables the Data Lock feature. This setting is available in the custom section. For more information, see Data Lock. To enable the Data Lock feature, select the Enable Data Lock checkbox and on the confirmation window, click Yes. On the summary page, the Data Lock status is displayed as enabled. These details will be captured in the Admin Audit Trail for auditing purposes.
|
Note: To retain the backups for an unlimited period, enter 0 as the value for all daily, weekly and, monthly retention settings.
The new site collection will be added to the SharePoint site list.
Edit Site Collection
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
- Click a configured site collection that you want to edit.
- On the Summary tab under Site Settings, click Edit. The Edit Site Collection window appears.
- Edit the required details and click Save.
If you have selected Custom as the option for backup and retention settings, use the Relative Paths URL option to exclude any specific subsites, Document Libraries, List, or Folder nested under a subsite from getting backed up.
Change the data retention policy for a SharePoint site
Note: You cannot edit the data retention policy for a site if it is enabled with Data Lock.
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
- Click the site name for which you want to configure the data retention.
- In the Site Settings section, click Edit.
- In the Backup & Retention section, for Settings select Custom and provide the appropriate information for each field.
Field | Description |
---|---|
Retain daily data backups for |
Type the number of days that you want to retain all backups. At the end of the backup period, inSync will delete the data from the storage. For example, if you specify that you want to retain all backups for 5 days and inSync completed the backup operation on January 6, 2017, inSync will delete the backup data from the storage on January 11, 2017. |
Retain weekly data backups for |
Type the number of weeks that you want to retain all backups. At the end of the weekly backup period, inSync deletes the data from the storage. Note: The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday. |
Retain monthly data backups for |
Type the number of months that you want to retain all backups. At the end of the monthly backup period, inSync deletes the data from the storage. Note: The monthly backup is the last backup in a calendar month. |
For the default data retention settings for Sharepoint Sites, see Auto configuration of SharePoint sites.
Disable backup for Site Collections
As an administrator, you can disable backups of Site Collections that are configured for backup.
When you disable backup of Site Collections, inSync stops backing up data for those sites and retains the previously backed-up data.
If a backup is in progress, inSync completes the backup and then disables backup for those site collections.
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
A page that lists all the discovered sites appears. - Select the site title that you want to disable. Click the
icon and click Disable. A confirmation dialog box appears. Click Disable.
When a particular SharePoint site is deleted from Microsoft 365, the App Status of that site changes to Disabled in inSync. ESITENOTFOUND error is displayed in Status Details when you initiate a backup for this site. The discovery and scheduled backups for these sites are excluded in the subsequent discovery and backup cycle. However, you can perform a restore of these sites.
Enable backup for Site Collection
By default, when you configure SharePoint for backup, it is automatically enabled for backup.
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
A page that lists all the discovered sites appears. - Select the disabled site title that you want to enable. Click the
icon and click Enable. A confirmation dialog box appears. Click Enable.
Delete Site Collection
Deleting a site collection will stop any ongoing backup, restore, or download tasks.
Note: You cannot delete a site if it is enabled with Data Lock.
- Sign in to Druva Cloud Platform Console and navigate to Microsoft 365 > SharePoint.
A page that lists all the discovered sites appears. - Select the site title that you want to delete. Click Delete. A confirmation dialog box appears.
-
On the confirmation window, specify the reason for deletion (the reason is mandatory with a character limit between 10-150). The reason for deletion will be captured in the Admin Audit trail for auditing purposes.
- Click Delete. The SharePoint site will be deleted temporarily. You can rollback the deleted site within a configurable rollback window. After the rollback window expires, the SharePoint site will be deleted permanently. See Rollback Actions for details.
To use Rollback Actions, you need the Security Essentials license. Contact Support to obtain the license. Currently, this feature is available only for the Public Cloud customers.
Rollback Considerations: You cannot rollback a Sharepoint site if you delete it, add the same site (through auto-discovery or another method) while the deleted site resides in Rollback Actions, and try to rollback the deleted site.